International Private Wealth Advisors LLC
SAN DIEGO CA · SEC CIK 0002022637
$1.63亿2026Q1 申报市值
152持仓数
33.4%前十大占比 · 第一大 6.0%
5 / 4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
MBB 加仓+$200.44万
DFAU 加仓+$156.33万
AAPL 加仓+$120.88万
DFCF 加仓+$92.03万
DFGP 加仓+$91.12万
2026Q1 卖出最多 按季末市值估算
META 减仓-$154.15万
IEI 减仓-$140.94万
MO 减仓-$115.12万
SPY 减仓-$100.74万
NLY 清仓-$89.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $976.60万 | 5.97% | 15,017 | -1,549 | -9.4% | -$100.74万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $839.14万 | 5.13% | 185,980 | 34,648 | 22.9% | $156.33万 | 加仓 |
| TLT | ISHARES TR | $533.30万 | 3.26% | 61,518 | 7,836 | 14.6% | $67.93万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $513.38万 | 3.14% | 112,460 | 2,004 | 1.8% | $9.15万 | 加仓 |
| IEI | ISHARES TR | $501.77万 | 3.07% | 42,308 | -11,884 | -21.9% | -$140.94万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $454.41万 | 2.78% | 84,165 | 16,878 | 25.1% | $91.12万 | 加仓 |
| AAPL | APPLE INC | $440.42万 | 2.69% | 17,354 | 4,763 | 37.8% | $120.88万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $404.45万 | 2.47% | 70,046 | 6,985 | 11.1% | $40.33万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $402.17万 | 2.46% | 95,257 | 21,798 | 29.7% | $92.03万 | 加仓 |
| AMZN | AMAZON COM INC | $396.92万 | 2.43% | 19,058 | -94 | -0.5% | -$1.96万 | 减仓 |
| CERY | SPDR SERIES TRUST | $387.90万 | 2.37% | 110,073 | 7,883 | 7.7% | $27.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $366.93万 | 2.24% | 3,682 | 359 | 10.8% | $35.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $364.58万 | 2.23% | 47,633 | 5,585 | 13.3% | $42.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $308.98万 | 1.89% | 8,347 | 1,962 | 30.7% | $72.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $280.38万 | 1.72% | 16,077 | 1,412 | 9.6% | $24.63万 | 加仓 |
| GOOG | ALPHABET INC | $251.14万 | 1.54% | 8,755 | 1,166 | 15.4% | $33.45万 | 加仓 |
| MBB | ISHARES TR | $229.38万 | 1.40% | 24,158 | 21,110 | 692.6% | $200.44万 | 加仓 |
| ABBV | ABBVIE INC | $226.29万 | 1.38% | 10,404 | 1,934 | 22.8% | $42.06万 | 加仓 |
| FISR | SSGA ACTIVE TR | $217.98万 | 1.33% | 84,750 | 13,731 | 19.3% | $35.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $217.33万 | 1.33% | 34,801 | 5,695 | 19.6% | $35.57万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $211.22万 | 1.29% | 82,443 | 13,087 | 18.9% | $33.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $208.50万 | 1.28% | 3,612 | -61 | -1.7% | -$3.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $204.70万 | 1.25% | 55,685 | 10,486 | 23.2% | $38.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $202.59万 | 1.24% | 51,999 | 8,231 | 18.8% | $32.07万 | 加仓 |
| LLY | ELI LILLY & CO | $202.49万 | 1.24% | 2,202 | 374 | 20.5% | $34.39万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $199.36万 | 1.22% | 42,498 | 2,954 | 7.5% | $13.86万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $192.82万 | 1.18% | 84,822 | 3,012 | 3.7% | $6.85万 | 加仓 |
| IJR | ISHARES TR | $175.30万 | 1.07% | 14,102 | 293 | 2.1% | $3.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $169.77万 | 1.04% | 33,820 | 969 | 2.9% | $4.86万 | 加仓 |
| GLD | SPDR GOLD TR | $159.47万 | 0.98% | 3,706 | -406 | -9.9% | -$17.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $154.93万 | 0.95% | 3,233 | -309 | -8.7% | -$14.81万 | 减仓 |
| IJH | ISHARES TR | $152.93万 | 0.94% | 22,646 | -664 | -2.8% | -$4.48万 | 减仓 |
| GEV | GE VERNOVA INC | $145.25万 | 0.89% | 1,664 | -98 | -5.6% | -$8.55万 | 减仓 |
| IEMG | ISHARES INC | $140.54万 | 0.86% | 20,149 | 1,238 | 6.5% | $8.64万 | 加仓 |
| WMT | WALMART INC | $127.04万 | 0.78% | 10,222 | -292 | -2.8% | -$3.63万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $118.28万 | 0.72% | 8,086 | -496 | -5.8% | -$7.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $111.69万 | 0.68% | 8,530 | -426 | -4.8% | -$5.58万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $104.57万 | 0.64% | 39,761 | -5,183 | -11.5% | -$13.63万 | 减仓 |
| BLK | BLACKROCK INC | $100.29万 | 0.61% | 1,043 | -52 | -4.7% | -$5.00万 | 减仓 |
| META | META PLATFORMS INC | $97.69万 | 0.60% | 1,708 | -2,695 | -61.2% | -$154.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $96.32万 | 0.59% | 6,008 | 243 | 4.2% | $3.90万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $88.66万 | 0.54% | 18,349 | -3,306 | -15.3% | -$15.97万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $87.11万 | 0.53% | 25,981 | -21,592 | -45.4% | -$72.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $86.17万 | 0.53% | 2,929 | -2,102 | -41.8% | -$61.84万 | 减仓 |
| AGG | ISHARES TR | $85.29万 | 0.52% | 8,592 | -874 | -9.2% | -$8.68万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $82.24万 | 0.50% | 21,406 | 3,900 | 22.3% | $14.98万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $81.76万 | 0.50% | 28,339 | -14 | -0.0% | -$404 | 减仓 |
| LQD | ISHARES TR | $76.97万 | 0.47% | 7,062 | 734 | 11.6% | $8.00万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $73.83万 | 0.45% | 28,794 | -10,716 | -27.1% | -$27.48万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $71.97万 | 0.44% | 20,115 | 3,091 | 18.2% | $11.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $70.71万 | 0.43% | 9,018 | 538 | 6.3% | $4.22万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $69.09万 | 0.42% | 20,406 | 3,186 | 18.5% | $10.79万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $68.55万 | 0.42% | 12,989 | 1,988 | 18.1% | $10.49万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $67.75万 | 0.41% | 11,441 | 320 | 2.9% | $1.89万 | 加仓 |
| — | EXXON MOBIL CORP | $67.55万 | 0.41% | 3,982 | 859 | 27.5% | $14.57万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $64.63万 | 0.40% | 20,058 | 3,302 | 19.7% | $10.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $63.37万 | 0.39% | 2,565 | 475 | 22.7% | $11.74万 | 加仓 |
| TSLA | TESLA INC | $61.65万 | 0.38% | 1,658 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $60.85万 | 0.37% | 7,354 | -246 | -3.2% | -$2.04万 | 减仓 |
| RTX | RTX CORPORATION | $60.83万 | 0.37% | 3,153 | 290 | 10.1% | $5.59万 | 加仓 |
| PFE | PFIZER INC | $60.03万 | 0.37% | 21,378 | 3,117 | 17.1% | $8.75万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $59.13万 | 0.36% | 23,841 | 1,875 | 8.5% | $4.65万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $58.81万 | 0.36% | 8,091 | 1,347 | 20.0% | $9.79万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $57.75万 | 0.35% | 14,387 | 1,215 | 9.2% | $4.88万 | 加仓 |
| IEFA | ISHARES TR | $55.31万 | 0.34% | 6,110 | 2 | 0.0% | $181 | 加仓 |
| QUAL | ISHARES TR | $54.37万 | 0.33% | 2,835 | -124 | -4.2% | -$2.38万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $54.15万 | 0.33% | 6,721 | 308 | 4.8% | $2.48万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $54.11万 | 0.33% | 6,003 | 1,060 | 21.4% | $9.56万 | 加仓 |
| T | AT&T INC | $53.72万 | 0.33% | 18,531 | 2,064 | 12.5% | $5.98万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $53.29万 | 0.33% | 12,620 | 432 | 3.5% | $1.82万 | 加仓 |
| CRM | SALESFORCE INC | $51.67万 | 0.32% | 2,768 | 2,768 | — | $51.67万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $51.59万 | 0.32% | 16,662 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $48.85万 | 0.30% | 7,402 | -17,445 | -70.2% | -$115.12万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $48.12万 | 0.29% | 10,296 | 576 | 5.9% | $2.69万 | 加仓 |
| NOW | SERVICENOW INC | $47.84万 | 0.29% | 4,576 | 3,260 | 247.7% | $34.08万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $47.53万 | 0.29% | 7,925 | 1,384 | 21.2% | $8.30万 | 加仓 |
| BIL | SPDR SERIES TRUST | $46.83万 | 0.29% | 5,110 | 2,366 | 86.2% | $21.68万 | 加仓 |
| MCD | MCDONALDS CORP | $46.10万 | 0.28% | 1,483 | 113 | 8.2% | $3.51万 | 加仓 |
| F | FORD MTR CO | $46.09万 | 0.28% | 39,936 | 6,220 | 18.4% | $7.18万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $46.02万 | 0.28% | 3,975 | 109 | 2.8% | $1.26万 | 加仓 |
| AVGO | BROADCOM INC | $45.97万 | 0.28% | 1,485 | 133 | 9.8% | $4.12万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $45.86万 | 0.28% | 20,641 | 20,641 | — | $45.86万 | 新建仓 |
| KEY | KEYCORP | $45.84万 | 0.28% | 22,863 | 3,338 | 17.1% | $6.69万 | 加仓 |
| BG | BUNGE GLOBAL SA | $45.29万 | 0.28% | 3,561 | 551 | 18.3% | $7.01万 | 加仓 |
| USB | US BANCORP | $45.23万 | 0.28% | 8,697 | 1,015 | 13.2% | $5.28万 | 加仓 |
| D | DOMINION ENERGY INC | $44.95万 | 0.28% | 7,272 | 1,008 | 16.1% | $6.23万 | 加仓 |
| HD | HOME DEPOT INC | $42.37万 | 0.26% | 1,288 | 4 | 0.3% | $1,316 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $41.74万 | 0.26% | 4,273 | 534 | 14.3% | $5.22万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $41.56万 | 0.25% | 15,913 | 1,449 | 10.0% | $3.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.43万 | 0.25% | 3,160 | 304 | 10.6% | $3.99万 | 加仓 |
| IEF | ISHARES TR | $40.70万 | 0.25% | 4,264 | 604 | 16.5% | $5.76万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $40.53万 | 0.25% | 8,210 | -1,605 | -16.4% | -$7.92万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $40.32万 | 0.25% | 1,029 | 1,029 | — | $40.32万 | 新建仓 |
| TFC | TRUIST FINL CORP | $40.26万 | 0.25% | 8,759 | 822 | 10.4% | $3.78万 | 加仓 |
| TIP | ISHARES TR | $39.86万 | 0.24% | 3,612 | 92 | 2.6% | $1.02万 | 加仓 |
| IQLT | ISHARES TR | $39.82万 | 0.24% | 8,612 | -188 | -2.1% | -$8,692 | 减仓 |
| JNK | SPDR SERIES TRUST | $39.75万 | 0.24% | 4,153 | -2,424 | -36.9% | -$23.20万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $39.24万 | 0.24% | 4,225 | 375 | 9.7% | $3.48万 | 加仓 |
| DTD | WISDOMTREE TR | $38.92万 | 0.24% | 4,507 | 1 | 0.0% | $86 | 加仓 |
| NKE | NIKE INC | $38.04万 | 0.23% | 7,203 | 0 | 0.0% | — | 不变 |