Independence Wealth Advisors, LLC
INDEPENDENCE OH · SEC CIK 0002001765
$1.88亿2026Q1 申报市值
90持仓数
65.0%前十大占比 · 第一大 17.9%
12 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPTS 加仓+$3,077.55万
XLE 加仓+$273.04万
CTA 加仓+$185.62万
XLK 加仓+$134.28万
VGK 新建仓+$106.04万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$622.30万
SPTI 减仓-$574.48万
XLV 减仓-$417.58万
GLD 减仓-$342.16万
EEM 减仓-$267.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | $3,361.46万 | 17.92% | 1,151,974 | 1,054,677 | 1,084.0% | $3,077.55万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2,875.35万 | 15.33% | 951,474 | 61,423 | 6.9% | $185.62万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,971.00万 | 10.51% | 148,307 | 10,104 | 7.3% | $134.28万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $835.35万 | 4.45% | 76,651 | 5,514 | 7.8% | $60.09万 | 加仓 |
| GLD | SPDR GOLD TR | $682.21万 | 3.64% | 15,855 | -7,952 | -33.4% | -$342.16万 | 减仓 |
| SPYI | NEOS ETF TRUST | $525.72万 | 2.80% | 106,485 | 3,696 | 3.6% | $18.25万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $520.99万 | 2.78% | 105,528 | 19,585 | 22.8% | $96.69万 | 加仓 |
| BCI | ABRDN ETFS | $496.96万 | 2.65% | 204,596 | -18,588 | -8.3% | -$45.15万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $491.72万 | 2.62% | 59,980 | -4,037 | -6.3% | -$33.10万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $430.96万 | 2.30% | 70,349 | 44,570 | 172.9% | $273.04万 | 加仓 |
| QQQI | NEOS ETF TRUST | $425.61万 | 2.27% | 85,652 | 12,529 | 17.1% | $62.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $346.14万 | 1.84% | 23,609 | -28,482 | -54.7% | -$417.58万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $328.61万 | 1.75% | 29,642 | 3,549 | 13.6% | $39.34万 | 加仓 |
| IWM | ISHARES TR | $308.59万 | 1.64% | 12,443 | -2,811 | -18.4% | -$69.71万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $265.51万 | 1.42% | 16,417 | 197 | 1.2% | $3.19万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $235.59万 | 1.26% | 30,780 | -81,304 | -72.5% | -$622.30万 | 减仓 |
| IWMI | NEOS ETF TRUST | $226.35万 | 1.21% | 47,753 | 3,604 | 8.2% | $17.08万 | 加仓 |
| EEM | ISHARES TR | $176.58万 | 0.94% | 31,093 | -47,181 | -60.3% | -$267.94万 | 减仓 |
| AAPL | APPLE INC | $176.27万 | 0.94% | 6,945 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $169.56万 | 0.90% | 5,897 | -759 | -11.4% | -$21.82万 | 减仓 |
| EFA | ISHARES TR | $168.34万 | 0.90% | 17,332 | -15,489 | -47.2% | -$150.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $166.32万 | 0.89% | 2,557 | 552 | 27.5% | $35.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $157.36万 | 0.84% | 4,251 | 413 | 10.8% | $15.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.84万 | 0.69% | 3,842 | -250 | -6.1% | -$8.45万 | 减仓 |
| META | META PLATFORMS INC | $123.21万 | 0.66% | 2,154 | 219 | 11.3% | $12.53万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $120.43万 | 0.64% | 42,019 | -200,445 | -82.7% | -$574.48万 | 减仓 |
| V | VISA INC | $120.25万 | 0.64% | 3,978 | 515 | 14.9% | $15.57万 | 加仓 |
| AMZN | AMAZON COM INC | $112.78万 | 0.60% | 5,415 | 316 | 6.2% | $6.58万 | 加仓 |
| GOOG | ALPHABET INC | $107.32万 | 0.57% | 3,741 | 770 | 25.9% | $22.09万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $106.04万 | 0.57% | 12,864 | 12,864 | — | $106.04万 | 新建仓 |
| EWJ | ISHARES INC | $104.63万 | 0.56% | 12,391 | -7,665 | -38.2% | -$64.72万 | 减仓 |
| TLT | ISHARES TR | $103.97万 | 0.55% | 11,993 | 2,856 | 31.3% | $24.76万 | 加仓 |
| BOXX | EA SERIES TRUST | $103.71万 | 0.55% | 8,918 | 2,122 | 31.2% | $24.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $100.67万 | 0.54% | 239 | 50 | 26.5% | $21.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $96.16万 | 0.51% | 1,925 | -65 | -3.3% | -$3.25万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $92.71万 | 0.49% | 9,865 | 1,254 | 14.6% | $11.78万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $80.41万 | 0.43% | 16,092 | -2,371 | -12.8% | -$11.85万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $78.41万 | 0.42% | 17,087 | 357 | 2.1% | $1.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $74.38万 | 0.40% | 2,176 | 79 | 3.8% | $2.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $71.11万 | 0.38% | 1,232 | -2,054 | -62.5% | -$118.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $67.81万 | 0.36% | 4,101 | 1,424 | 53.2% | $23.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.36万 | 0.35% | 1,364 | 622 | 83.8% | $29.81万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $59.50万 | 0.32% | 14,572 | -1,609 | -9.9% | -$6.57万 | 减仓 |
| IQV | IQVIA HLDGS INC | $59.04万 | 0.31% | 3,462 | -271 | -7.3% | -$4.62万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $58.40万 | 0.31% | 14,721 | 815 | 5.9% | $3.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.48万 | 0.29% | 1,852 | 558 | 43.1% | $16.41万 | 加仓 |
| COR | CENCORA INC | $54.09万 | 0.29% | 1,722 | -71 | -4.0% | -$2.23万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $53.38万 | 0.28% | 15,869 | 1,105 | 7.5% | $3.72万 | 加仓 |
| IYR | ISHARES TR | $52.95万 | 0.28% | 5,600 | 193 | 3.6% | $1.83万 | 加仓 |
| IVV | ISHARES TR | $45.46万 | 0.24% | 696 | -208 | -23.0% | -$13.59万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.76万 | 0.23% | 1,495 | 147 | 10.9% | $4.30万 | 加仓 |
| DIS | DISNEY WALT CO | $40.61万 | 0.22% | 4,213 | -289 | -6.4% | -$2.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $40.29万 | 0.21% | 922 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $39.19万 | 0.21% | 2,969 | 2,969 | — | $39.19万 | 新建仓 |
| NVS | NOVARTIS AG | $37.01万 | 0.20% | 2,423 | 685 | 39.4% | $10.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $36.16万 | 0.19% | 4,543 | 1,529 | 50.7% | $12.17万 | 加仓 |
| — | EXXON MOBIL CORP | $36.10万 | 0.19% | 2,128 | 2,128 | — | $36.10万 | 新建仓 |
| SHY | ISHARES TR | $33.79万 | 0.18% | 4,092 | -51 | -1.2% | -$4,211 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $31.92万 | 0.17% | 930 | 930 | — | $31.92万 | 新建仓 |
| SBUX | STARBUCKS CORP | $31.79万 | 0.17% | 3,548 | -631 | -15.1% | -$5.65万 | 减仓 |
| ADI | ANALOG DEVICES INC | $30.73万 | 0.16% | 966 | 966 | — | $30.73万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $30.24万 | 0.16% | 1,237 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $30.08万 | 0.16% | 10,800 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.95万 | 0.16% | 2,073 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $29.16万 | 0.16% | 9,257 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $29.01万 | 0.15% | 4,637 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.17万 | 0.14% | 1,847 | 403 | 27.9% | $5.93万 | 加仓 |
| IWF | ISHARES TR | $26.86万 | 0.14% | 630 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $25.88万 | 0.14% | 1,319 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.34万 | 0.14% | 1,967 | -93 | -4.5% | -$1.20万 | 减仓 |
| AVGO | BROADCOM INC | $25.32万 | 0.13% | 818 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $25.30万 | 0.13% | 1,356 | -61 | -4.3% | -$1.14万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.28万 | 0.13% | 8,806 | 8,806 | — | $25.28万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $25.05万 | 0.13% | 8,796 | 715 | 8.8% | $2.04万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $24.94万 | 0.13% | 778 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.74万 | 0.13% | 269 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $24.43万 | 0.13% | 2,059 | 2,059 | — | $24.43万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.21万 | 0.13% | 999 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.80万 | 0.13% | 275 | 275 | — | $23.80万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.61万 | 0.13% | 813 | -83 | -9.3% | -$2.41万 | 减仓 |
| ADSK | AUTODESK INC | $23.37万 | 0.12% | 976 | -76 | -7.2% | -$1.82万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $23.00万 | 0.12% | 1,463 | 1,463 | — | $23.00万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $22.53万 | 0.12% | 1,577 | -138 | -8.0% | -$1.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $22.45万 | 0.12% | 2,591 | 2,591 | — | $22.45万 | 新建仓 |
| WMT | WALMART INC | $22.41万 | 0.12% | 1,803 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $22.26万 | 0.12% | 2,075 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $22.05万 | 0.12% | 6,800 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $21.52万 | 0.11% | 2,858 | 2,858 | — | $21.52万 | 新建仓 |
| IJR | ISHARES TR | $20.79万 | 0.11% | 1,672 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.36万 | 0.11% | 3,574 | 3,574 | — | $20.36万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -794 | -100.0% | -$27.79万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,520 | -100.0% | -$25.19万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,449 | -100.0% | -$21.13万 | 清仓 |