Independence Asset Advisors, LLC
WYNNEWOOD, PA · SEC CIK 0002010929
$3.84亿2026Q2 申报市值
25持仓数
96.4%前十大占比 · 第一大 26.2%
2 / 2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
VTI 加仓+$7,243.16万
JPIE 加仓+$918.84万
BRK/B 新建仓+$200.91万
CLOI 加仓+$194.20万
VANECK ETF TRUST 加仓+$88.57万
2026Q2 卖出最多 按季末市值估算
LSGR 清仓-$103.40万
VCIT 清仓-$74.00万
VANGUARD MALVERN 减仓-$4.96万
VYMI 减仓-$4.65万
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 |
|---|---|---|---|---|---|---|---|---|
| CLOI | VANECK ETF TRUST | $1.01亿 | 26.21% | 1,900,128 | 36,677 | 2.0% | $194.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9,066.64万 | 23.62% | 245,018 | 195,740 | 397.2% | $7,243.16万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,852.84万 | 23.06% | 982,557 | 304 | 0.0% | $2.74万 | 加仓 |
| — | VANECK ETF TRUST | $4,694.06万 | 12.23% | 929,307 | 17,534 | 1.9% | $88.57万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,494.85万 | 3.89% | 279,411 | 21 | 0.0% | $1,123 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $947.21万 | 2.47% | 205,692 | 199,532 | 3,239.2% | $918.84万 | 加仓 |
| IWD | ISHARES TR | $903.05万 | 2.35% | 37,250 | 0 | 0.0% | — | 不变 |
| FLRT | PACER FDS TR | $360.03万 | 0.94% | 77,211 | 7,672 | 11.0% | $35.77万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $354.05万 | 0.92% | 36,716 | 1,295 | 3.7% | $12.49万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $258.39万 | 0.67% | 18,541 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $235.93万 | 0.61% | 29,710 | 6,999 | 30.8% | $55.58万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $232.44万 | 0.61% | 28,178 | 500 | 1.8% | $4.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $200.91万 | 0.52% | 4,015 | 4,015 | — | $200.91万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $134.55万 | 0.35% | 23,867 | 2,407 | 11.2% | $13.57万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $102.02万 | 0.27% | 3,331 | 5 | 0.2% | $1,531 | 加仓 |
| — | VANGUARD FIXED INCOME SECS F | $93.56万 | 0.24% | 12,498 | 7,467 | 148.4% | $55.89万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $82.61万 | 0.22% | 2,259 | 2 | 0.1% | $731 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $76.21万 | 0.20% | 14,605 | 78 | 0.5% | $4,070 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $45.01万 | 0.12% | 7,324 | 191 | 2.7% | $1.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.78万 | 0.12% | 1,893 | 693 | 57.8% | $16.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $43.64万 | 0.11% | 4,444 | -474 | -9.6% | -$4.65万 | 减仓 |
| — | VANGUARD MALVERN FDS | $28.99万 | 0.08% | 5,661 | -968 | -14.6% | -$4.96万 | 减仓 |
| — | HARBOR ETF TRUST | $28.38万 | 0.07% | 6,258 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $23.55万 | 0.06% | 4,650 | 4,650 | — | $23.55万 | 新建仓 |
| AAPL | APPLE INC | $22.34万 | 0.06% | 772 | 1 | 0.1% | $289 | 重新持有 |
| LSGR | NATIXIS ETF TRUST II | $0 | 0.00% | 0 | -26,250 | -100.0% | -$103.40万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,943 | -100.0% | -$74.00万 | 清仓 |