Independence Asset Advisors, LLC
WYNNEWOOD, PA · SEC CIK 0002010929
$2.77亿2026Q1 申报市值
24持仓数
96.7%前十大占比 · 第一大 35.5%
7 / 0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
SPHQ 新建仓+$7,385.56万
CLOI 加仓+$1,441.49万
JIRE 加仓+$162.57万
VTI 加仓+$138.24万
VNQ 加仓+$125.27万
2026Q1 卖出最多 按季末市值估算
VCIT 减仓-$49.74万
FLRT 减仓-$2.71万
JBND 减仓-$4,033
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.80万 | 0.09% | 1,200 | 1,200 | — | $25.80万 | 新建仓 |
| — | HARBOR ETF TRUST | $27.89万 | 0.10% | 6,258 | 869 | 16.1% | $3.87万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $28.38万 | 0.10% | 6,160 | 6,160 | — | $28.38万 | 新建仓 |
| — | VANGUARD MALVERN FDS | $33.76万 | 0.12% | 6,629 | 6,629 | — | $33.76万 | 新建仓 |
| — | VANGUARD FIXED INCOME SECS F | $37.44万 | 0.14% | 5,031 | 5,031 | — | $37.44万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.60万 | 0.14% | 7,133 | 168 | 2.4% | $9,328 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $46.34万 | 0.17% | 4,918 | 1,667 | 51.3% | $15.71万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $68.21万 | 0.25% | 2,257 | 2,257 | — | $68.21万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $69.83万 | 0.25% | 14,527 | 44 | 0.3% | $2,115 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.00万 | 0.27% | 8,943 | -6,011 | -40.2% | -$49.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $85.61万 | 0.31% | 3,326 | 3,326 | — | $85.61万 | 新建仓 |
| LSGR | NATIXIS ETF TRUST II | $103.40万 | 0.37% | 26,250 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $121.37万 | 0.44% | 21,460 | 4,680 | 27.9% | $26.47万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $162.95万 | 0.59% | 22,711 | 12,815 | 129.5% | $91.95万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $209.63万 | 0.76% | 27,678 | 21,464 | 345.4% | $162.57万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $247.02万 | 0.89% | 18,541 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $314.18万 | 1.14% | 35,421 | 14,123 | 66.3% | $125.27万 | 加仓 |
| FLRT | PACER FDS TR | $322.03万 | 1.16% | 69,539 | -585 | -0.8% | -$2.71万 | 减仓 |
| IWD | ISHARES TR | $795.92万 | 2.88% | 37,250 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,502.28万 | 5.43% | 279,390 | -75 | -0.0% | -$4,033 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,580.88万 | 5.72% | 49,278 | 4,309 | 9.6% | $138.24万 | 加仓 |
| — | VANECK ETF TRUST | $4,557.47万 | 16.48% | 911,773 | 16,237 | 1.8% | $81.16万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $7,385.56万 | 26.70% | 982,253 | 982,253 | — | $7,385.56万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $9,820.25万 | 35.50% | 1,863,451 | 273,532 | 17.2% | $1,441.49万 | 加仓 |