13F 机构持仓

International Private Wealth Advisors LLC

SAN DIEGO CA · SEC CIK 0002022637

2026Q22026Q1 更早 9 个季度 🔒
$1.94亿2026Q2 申报市值
160持仓数
32.7%前十大占比 · 第一大 6.0%
19 / 18新建仓 / 清仓
申报市值走势$1.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 6.0%
DFAU 5.0%
TLT 3.8%
AAPL 3.0%
MBB 2.8%
AMZN 2.7%
SPDW 2.5%
DFGP 2.4%
XLSR 2.3%
MSFT 2.3%

2026Q2 买入最多 按季末市值估算

MBB 加仓+$310.37万
TLT 加仓+$203.77万
VRT 新建仓+$141.39万
AVGO 加仓+$138.87万
MSFT 加仓+$127.53万

2026Q2 卖出最多 按季末市值估算

BRK/B 减仓-$141.17万
IEI 减仓-$127.33万
DUK 清仓-$111.69万
PANW 清仓-$96.32万
SPDW 减仓-$74.30万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
— PROSHARES TR $50.55万0.26%5,788 00.0% — 不变
PFE PFIZER INC $50.96万0.26%21,162 -216-1.0% -$5,201 减仓
MDLZ MONDELEZ INTL INC $52.10万0.27%9,007 9,007— $52.10万 新建仓
PRU PRUDENTIAL FINL INC $53.90万0.28%4,994 72116.9% $7.78万 加仓
GWX SPDR INDEX SHS FDS $56.41万0.29%12,890 2702.1% $1.18万 加仓
TROW PRICE T ROWE GROUP INC $57.75万0.30%5,080 -923-15.4% -$10.49万 减仓
IEFA ISHARES TR $57.96万0.30%6,001 -109-1.8% -$1.05万 减仓
VCIT VANGUARD SCOTTSDALE FDS $60.78万0.31%7,354 00.0% — 不变
APLD APPLIED DIGITAL CORP $61.08万0.31%16,376 16,376— $61.08万 新建仓
SCHM SCHWAB STRATEGIC TR $61.43万0.32%16,662 00.0% — 不变
SRLN SSGA ACTIVE ETF TR $61.56万0.32%15,280 8936.2% $3.60万 加仓
QUAL ISHARES TR $62.14万0.32%2,832 -3-0.1% -$658 减仓
MO ALTRIA GROUP INC $63.84万0.33%8,873 1,47119.9% $10.58万 加仓
EMHC SPDR SERIES TRUST $63.98万0.33%25,148 1,3075.5% $3.33万 加仓
TIP ISHARES TR $65.15万0.34%5,954 2,34264.8% $25.63万 加仓
BSV VANGUARD BD INDEX FDS $68.74万0.35%8,823 -195-2.2% -$1.52万 减仓
LQD ISHARES TR $69.06万0.36%6,332 -730-10.3% -$7.96万 减仓
DIHP DIMENSIONAL ETF TRUST $69.21万0.36%20,282 2241.1% $7,644 加仓
IBIT ISHARES BITCOIN TRUST ETF $70.54万0.36%21,191 -215-1.0% -$7,157 减仓
DFIV DIMENSIONAL ETF TRUST $70.79万0.36%13,104 1150.9% $6,213 加仓
TSLA TESLA INC $70.88万0.36%1,685 271.6% $1.14万 加仓
IEF ISHARES TR $74.01万0.38%7,826 3,56283.5% $33.69万 加仓
SPMD SPDR SERIES TRUST $74.57万0.38%11,038 -403-3.5% -$2.72万 减仓
KMB KIMBERLY-CLARK CORP $76.53万0.39%6,972 4,927240.9% $54.08万 重新持有
ALLW SSGA ACTIVE TR $81.97万0.42%28,005 -334-1.2% -$9,776 减仓
DFAE DIMENSIONAL ETF TRUST $82.18万0.42%20,438 320.2% $1,287 加仓
SCHX SCHWAB STRATEGIC TR $84.51万0.43%28,714 -80-0.3% -$2,354 减仓
DFEV DIMENSIONAL ETF TRUST $85.85万0.44%20,120 50.0% $213 加仓
SHY ISHARES TR $88.11万0.45%10,730 6,594159.4% $54.14万 加仓
META META PLATFORMS INC $92.71万0.48%1,646 -62-3.6% -$3.49万 减仓
KMI KINDER MORGAN INC DEL $92.90万0.48%29,058 3,07711.8% $9.84万 加仓
BXSL BLACKSTONE SECD LENDING FD $93.17万0.48%39,296 39,296— $93.17万 新建仓
JNK SPDR SERIES TRUST $99.30万0.51%10,304 6,151148.1% $59.28万 加仓
SPSM SPDR SERIES TRUST $99.88万0.51%17,319 -1,030-5.6% -$5.94万 减仓
SPTL SPDR SERIES TRUST $120.63万0.62%45,990 6,22915.7% $16.34万 加仓
BLK BLACKROCK INC $123.36万0.63%1,283 24023.0% $23.08万 加仓
OKE ONEOK INC NEW $138.62万0.71%15,944 12,736397.0% $110.73万 加仓
AEP AMERICAN ELEC PWR CO INC $139.13万0.72%10,170 7,010221.8% $95.90万 加仓
VRT VERTIV HOLDINGS CO $141.39万0.73%4,223 4,223— $141.39万 新建仓
GLD SPDR GOLD TR $143.89万0.74%3,906 2005.4% $7.37万 加仓
WMT WALMART INC $149.14万0.77%13,168 2,94628.8% $33.37万 加仓
JPM JPMORGAN CHASE & CO $155.47万0.80%4,750 1,82162.2% $59.60万 加仓
VZ VERIZON COMMUNICATIONS INC $170.47万0.88%40,263 6,44319.1% $27.28万 加仓
GEV GE VERNOVA INC $170.59万0.88%1,452 -212-12.7% -$24.91万 减仓
IJH ISHARES TR $171.99万0.89%22,304 -342-1.5% -$2.64万 减仓
IEMG ISHARES INC $174.85万0.90%21,107 9584.8% $7.94万 加仓
RTX RTX CORPORATION $178.26万0.92%9,395 6,242198.0% $118.43万 加仓
AGG ISHARES TR $179.59万0.92%18,144 9,552111.2% $94.55万 加仓
FISR SSGA ACTIVE TR $184.23万0.95%71,825 -12,925-15.3% -$33.15万 减仓
— ETF OPPORTUNITIES TRUST $188.19万0.97%82,668 -2,154-2.5% -$4.90万 减仓
PLTR PALANTIR TECHNOLOGIES INC $194.77万1.00%16,694 8,608106.5% $100.43万 加仓
AVGO BROADCOM INC $194.97万1.00%5,161 3,676247.5% $138.87万 加仓
SPAB SPDR SERIES TRUST $197.03万1.01%77,205 -5,238-6.4% -$13.37万 减仓
IJR ISHARES TR $212.15万1.09%14,305 2031.4% $3.01万 加仓
DFAI DIMENSIONAL ETF TRUST $216.84万1.12%52,567 5681.1% $2.34万 加仓
SPEM SPDR INDEX SHS FDS $233.07万1.20%45,012 2,5145.9% $13.02万 加仓
— DIMENSIONAL ETF TRUST $235.11万1.21%56,340 6551.2% $2.73万 加仓
— DIMENSIONAL ETF TRUST $244.98万1.26%35,048 2470.7% $1.73万 加仓
QQQ INVESCO QQQ TR $265.87万1.37%3,610 -2-0.1% -$1,473 减仓
LLY ELI LILLY & CO $293.81万1.51%2,450 24811.3% $29.74万 加仓
GOOG ALPHABET INC $349.89万1.80%9,903 1,14813.1% $40.56万 加仓
ABBV ABBVIE INC $361.83万1.86%14,379 3,97538.2% $100.03万 加仓
CERY SPDR SERIES TRUST $365.68万1.88%109,387 -686-0.6% -$2.29万 减仓
IEI ISHARES TR $369.58万1.90%31,467 -10,841-25.6% -$127.33万 减仓
DFCF DIMENSIONAL ETF TRUST $413.14万2.13%97,878 2,6212.8% $11.06万 加仓
COST COSTCO WHOLESALE CORPORATION $416.51万2.14%4,452 77020.9% $72.04万 加仓
SPYM SPDR SERIES TRUST $426.32万2.19%48,511 8781.8% $7.72万 加仓
NVDA NVIDIA CORPORATION $428.12万2.20%21,397 5,32033.1% $106.45万 加仓
MSFT MICROSOFT CORP $438.89万2.26%11,766 3,41941.0% $127.53万 加仓
XLSR SSGA ACTIVE TR $444.52万2.29%68,536 -1,510-2.2% -$9.79万 减仓
DFGP DIMENSIONAL ETF TRUST $467.75万2.41%85,888 1,7232.0% $9.38万 加仓
SPDW SPDR INDEX SHS FDS $492.39万2.53%97,716 -14,744-13.1% -$74.30万 减仓
AMZN AMAZON COM INC $519.39万2.67%21,792 2,73414.3% $65.16万 加仓
MBB ISHARES TR $538.71万2.77%56,994 32,836135.9% $310.37万 加仓
AAPL APPLE INC $591.33万3.04%20,436 3,08217.8% $89.18万 加仓
TLT ISHARES TR $735.41万3.79%85,097 23,57938.3% $203.77万 加仓
DFAU DIMENSIONAL ETF TRUST $967.12万4.98%187,100 1,1200.6% $5.79万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,156.56万5.95%15,488 4713.1% $35.17万 加仓