Independence Wealth Advisors, LLC
INDEPENDENCE OH · SEC CIK 0002001765
$1.99亿2026Q2 申报市值
85持仓数
60.3%前十大占比 · 第一大 12.9%
4 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$726.77万
XLF 加仓+$497.35万
QQQ 加仓+$482.08万
XLV 加仓+$472.54万
BCI 加仓+$465.80万
2026Q2 卖出最多 按季末市值估算
SPTS 减仓-$2,165.62万
XLY 减仓-$504.29万
XLP 减仓-$333.40万
GLD 减仓-$266.56万
XLK 减仓-$260.79万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -5,897 | -100.0% | -$169.56万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -3,741 | -100.0% | -$107.32万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -12,864 | -100.0% | -$106.04万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,548 | -100.0% | -$31.79万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -818 | -100.0% | -$25.32万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$25.30万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -778 | -100.0% | -$24.94万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,059 | -100.0% | -$24.43万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -976 | -100.0% | -$23.37万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,577 | -100.0% | -$22.53万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,803 | -100.0% | -$22.41万 | 清仓 |
| — | ELEVATION SERIES TRUST | $20.49万 | 0.10% | 3,176 | 3,176 | — | $20.49万 | 新建仓 |
| ABNB | AIRBNB INC | $21.01万 | 0.11% | 1,468 | -271 | -15.6% | -$3.88万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.92万 | 0.11% | 748 | -65 | -8.0% | -$1.91万 | 减仓 |
| AIQ | GLOBAL X FDS | $22.58万 | 0.11% | 3,442 | 3,442 | — | $22.58万 | 新建仓 |
| MCK | MCKESSON CORP | $23.73万 | 0.12% | 314 | 39 | 14.2% | $2.95万 | 加仓 |
| OMC | OMNICOM GROUP INC | $24.36万 | 0.12% | 3,345 | 487 | 17.0% | $3.55万 | 加仓 |
| IJR | ISHARES TR | $24.80万 | 0.12% | 1,673 | 1 | 0.1% | $148 | 加仓 |
| QCOM | QUALCOMM INC | $25.08万 | 0.13% | 1,357 | -610 | -31.0% | -$11.28万 | 减仓 |
| UL | UNILEVER PLC | $25.47万 | 0.13% | 4,236 | 662 | 18.5% | $3.98万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $26.01万 | 0.13% | 10,595 | 1,789 | 20.3% | $4.39万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $26.21万 | 0.13% | 6,887 | 87 | 1.3% | $3,311 | 加仓 |
| SPTI | SPDR SERIES TRUST | $26.44万 | 0.13% | 9,312 | -32,707 | -77.8% | -$92.85万 | 减仓 |
| COWZ | PACER FDS TR | $27.22万 | 0.14% | 4,376 | -261 | -5.6% | -$1.62万 | 减仓 |
| SHY | ISHARES TR | $28.01万 | 0.14% | 3,411 | -681 | -16.6% | -$5.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.09万 | 0.14% | 999 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $28.22万 | 0.14% | 1,295 | -24 | -1.8% | -$5,230 | 减仓 |
| ORCL | ORACLE CORP | $28.83万 | 0.14% | 1,967 | 120 | 6.5% | $1.76万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.89万 | 0.14% | 2,347 | 2,347 | — | $28.89万 | 新建仓 |
| MDT | MEDTRONIC PLC | $29.19万 | 0.15% | 3,731 | 1,140 | 44.0% | $8.92万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $29.83万 | 0.15% | 1,971 | 508 | 34.7% | $7.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.01万 | 0.15% | 2,047 | -26 | -1.3% | -$3,812 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $30.99万 | 0.16% | 9,148 | 352 | 4.0% | $1.19万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $31.08万 | 0.16% | 9,267 | 10 | 0.1% | $335 | 加仓 |
| IWF | ISHARES TR | $31.29万 | 0.16% | 2,520 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $31.77万 | 0.16% | 1,921 | -154 | -7.4% | -$2.55万 | 减仓 |
| LLY | ELI LILLY & CO | $32.26万 | 0.16% | 269 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $32.53万 | 0.16% | 1,281 | 44 | 3.6% | $1.12万 | 加仓 |
| — | EXXON MOBIL CORP | $33.74万 | 0.17% | 2,468 | 340 | 16.0% | $4.65万 | 加仓 |
| INTC | INTEL CORP | $34.10万 | 0.17% | 2,442 | 2,442 | — | $34.10万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.54万 | 0.17% | 11,105 | 305 | 2.8% | $9,486 | 加仓 |
| DIS | DISNEY WALT CO | $35.47万 | 0.18% | 3,685 | -528 | -12.5% | -$5.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $35.87万 | 0.18% | 3,450 | 481 | 16.2% | $5.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.87万 | 0.19% | 1,069 | 139 | 14.9% | $4.92万 | 加仓 |
| NVS | NOVARTIS AG | $41.99万 | 0.21% | 2,679 | 256 | 10.6% | $4.01万 | 加仓 |
| WFC | WELLS FARGO & CO | $42.27万 | 0.21% | 5,116 | 573 | 12.6% | $4.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $43.93万 | 0.22% | 1,106 | 140 | 14.5% | $5.56万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $47.10万 | 0.24% | 5,468 | -64 | -1.2% | -$5,513 | 减仓 |
| COR | CENCORA INC | $48.26万 | 0.24% | 1,705 | -17 | -1.0% | -$4,812 | 减仓 |
| IVV | ISHARES TR | $52.12万 | 0.26% | 696 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $57.43万 | 0.29% | 1,485 | -10 | -0.7% | -$3,867 | 减仓 |
| IQV | IQVIA HLDGS INC | $58.45万 | 0.29% | 3,025 | -437 | -12.6% | -$8.44万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $61.32万 | 0.31% | 16,493 | 624 | 3.9% | $2.32万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $62.72万 | 0.31% | 14,244 | -328 | -2.3% | -$1.44万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $65.70万 | 0.33% | 15,236 | 515 | 3.5% | $2.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.64万 | 0.33% | 2,036 | 184 | 9.9% | $6.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.36万 | 0.39% | 1,566 | 202 | 14.8% | $10.11万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $78.48万 | 0.39% | 17,308 | 221 | 1.3% | $1.00万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $78.77万 | 0.40% | 4,354 | 253 | 6.2% | $4.58万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $80.53万 | 0.40% | 15,843 | -249 | -1.5% | -$1.27万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $91.59万 | 0.46% | 9,927 | 62 | 0.6% | $5,721 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.29万 | 0.47% | 1,816 | -109 | -5.7% | -$5.60万 | 减仓 |
| IYR | ISHARES TR | $108.39万 | 0.54% | 10,601 | 5,001 | 89.3% | $51.13万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $115.78万 | 0.58% | 6,496 | 521 | 8.7% | $9.29万 | 加仓 |
| TLT | ISHARES TR | $122.15万 | 0.61% | 14,135 | 2,142 | 17.9% | $18.51万 | 加仓 |
| BOXX | EA SERIES TRUST | $123.00万 | 0.62% | 10,505 | 1,587 | 17.8% | $18.58万 | 加仓 |
| META | META PLATFORMS INC | $124.98万 | 0.63% | 2,219 | 65 | 3.0% | $3.66万 | 加仓 |
| EWJ | ISHARES INC | $125.40万 | 0.63% | 13,446 | 1,055 | 8.5% | $9.84万 | 加仓 |
| AMZN | AMAZON COM INC | $127.13万 | 0.64% | 5,334 | -81 | -1.5% | -$1.93万 | 减仓 |
| V | VISA INC | $136.13万 | 0.68% | 3,968 | -10 | -0.3% | -$3,431 | 减仓 |
| AMAT | APPLIED MATLS INC | $142.44万 | 0.71% | 1,970 | -206 | -9.5% | -$14.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $162.62万 | 0.82% | 4,360 | 109 | 2.6% | $4.07万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $164.83万 | 0.83% | 19,843 | -40,137 | -66.9% | -$333.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $165.43万 | 0.83% | 3,464 | -378 | -9.8% | -$18.05万 | 减仓 |
| AAPL | APPLE INC | $202.15万 | 1.01% | 6,986 | 41 | 0.6% | $1.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.94万 | 1.05% | 2,799 | 242 | 9.5% | $18.06万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $283.01万 | 1.42% | 15,281 | -1,136 | -6.9% | -$21.04万 | 减仓 |
| IWMI | NEOS ETF TRUST | $292.81万 | 1.47% | 54,710 | 6,957 | 14.6% | $37.23万 | 加仓 |
| GLD | SPDR GOLD TR | $317.91万 | 1.59% | 8,624 | -7,231 | -45.6% | -$266.56万 | 减仓 |
| EFA | ISHARES TR | $336.05万 | 1.69% | 32,350 | 15,018 | 86.6% | $156.00万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $336.17万 | 1.69% | 31,379 | 1,737 | 5.9% | $18.61万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $394.63万 | 1.98% | 33,650 | -43,001 | -56.1% | -$504.29万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $406.40万 | 2.04% | 76,512 | 6,163 | 8.8% | $32.74万 | 加仓 |
| IWM | ISHARES TR | $416.76万 | 2.09% | 13,886 | 1,443 | 11.6% | $43.31万 | 加仓 |
| EEM | ISHARES TR | $477.91万 | 2.40% | 69,860 | 38,767 | 124.7% | $265.21万 | 加仓 |
| QQQI | NEOS ETF TRUST | $535.11万 | 2.68% | 94,227 | 8,575 | 10.0% | $48.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $572.66万 | 2.87% | 7,789 | 6,557 | 532.2% | $482.08万 | 加仓 |
| SPYI | NEOS ETF TRUST | $605.67万 | 3.04% | 114,083 | 7,598 | 7.1% | $40.34万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $734.21万 | 3.68% | 279,912 | 29,966 | 12.0% | $78.60万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $847.10万 | 4.25% | 53,394 | 29,785 | 126.2% | $472.54万 | 加仓 |
| BCI | ABRDN ETFS | $922.86万 | 4.63% | 413,098 | 208,502 | 101.9% | $465.80万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $997.27万 | 5.00% | 113,481 | 82,701 | 268.7% | $726.77万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,063.07万 | 5.33% | 198,303 | 92,775 | 87.9% | $497.35万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,176.26万 | 5.90% | 405,465 | -746,509 | -64.8% | -$2,165.62万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2,526.20万 | 12.67% | 973,762 | 22,288 | 2.3% | $57.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,564.01万 | 12.86% | 134,615 | -13,692 | -9.2% | -$260.79万 | 减仓 |