13F 机构持仓

International Private Wealth Advisors LLC

SAN DIEGO CA · SEC CIK 0002022637

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.1%
TLT 3.3%
SPDW 3.1%
IEI 3.1%
DFGP 2.8%
AAPL 2.7%
XLSR 2.5%
DFCF 2.5%
AMZN 2.4%

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
PM PHILIP MORRIS INTL INC $36.96万0.23%2,236 1376.5% $2.26万 加仓
IAU ISHARES GOLD TR $36.76万0.22%4,170 -66-1.6% -$5,819 减仓
OMC OMNICOM GROUP INC $36.73万0.22%4,878 54712.6% $4.12万 加仓
ES EVERSOURCE ENERGY $36.69万0.22%5,296 70415.3% $4.88万 加仓
FE FIRSTENERGY CORP $36.69万0.22%7,243 70310.7% $3.56万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $36.67万0.22%6,950 00.0% — 不变
CVS CVS HEALTH CORP $36.66万0.22%5,104 94622.8% $6.79万 加仓
CMS CMS ENERGY CORP $36.44万0.22%4,697 4199.8% $3.25万 加仓
HBAN HUNTINGTON BANCSHARES INC $34.99万0.21%22,360 2,08810.3% $3.27万 加仓
EIX EDISON INTL $34.82万0.21%4,758 -2,593-35.3% -$18.97万 减仓
SHY ISHARES TR $34.15万0.21%4,136 54415.1% $4.49万 加仓
FITB FIFTH THIRD BANCORP $33.43万0.20%7,196 99516.0% $4.62万 加仓
EXC EXELON CORP $33.21万0.20%6,774 86214.6% $4.23万 加仓
OGE OGE ENERGY CORP $32.83万0.20%6,846 2654.0% $1.27万 加仓
EMLC VANECK ETF TRUST $32.66万0.20%13,008 8336.8% $2.09万 加仓
DFSD DIMENSIONAL ETF TRUST $32.66万0.20%6,822 6,822— $32.66万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $32.65万0.20%3,624 73425.4% $6.61万 加仓
REET ISHARES TR $32.27万0.20%12,829 1,19910.3% $3.02万 加仓
PPL PPL CORP $31.29万0.19%8,190 6889.2% $2.63万 加仓
VTI VANGUARD INDEX FDS $31.21万0.19%973 27539.4% $8.82万 加仓
PNW PINNACLE WEST CAP CORP $30.99万0.19%3,076 35112.9% $3.54万 加仓
— DIMENSIONAL ETF TRUST $30.60万0.19%12,940 2,34522.1% $5.55万 加仓
KO COCA COLA CO $30.33万0.19%3,988 -76-1.9% -$5,780 减仓
— PROSHARES TR $29.84万0.18%5,788 00.0% — 不变
DTE DTE ENERGY CO $29.57万0.18%2,022 864.4% $1.26万 加仓
OKE ONEOK INC NEW $29.00万0.18%3,208 2438.2% $2.20万 加仓
GLDM WORLD GOLD TR $28.88万0.18%3,116 -92-2.9% -$8,527 减仓
XLK SELECT SECTOR SPDR TR $28.64万0.18%2,155 -261-10.8% -$3.47万 减仓
SCHP SCHWAB STRATEGIC TR $28.38万0.17%10,664 560.5% $1,490 加仓
BBY BEST BUY INC $28.12万0.17%4,380 1,03530.9% $6.64万 加仓
SCHD SCHWAB STRATEGIC TR $28.08万0.17%9,151 -3,247-26.2% -$9.96万 减仓
IP INTERNATIONAL PAPER CO $27.85万0.17%7,801 1,62626.3% $5.81万 加仓
CRWD CROWDSTRIKE HLDGS INC $27.80万0.17%712 -80-10.1% -$3.12万 减仓
GPC GENUINE PARTS CO $27.60万0.17%2,610 39717.9% $4.20万 加仓
IBM INTERNATIONAL BUSINESS MACHS $26.95万0.16%1,112 726.9% $1.75万 加仓
GRPM INVESCO EXCHANGE TRADED FD T $25.89万0.16%2,190 -754-25.6% -$8.91万 减仓
ANGL VANECK ETF TRUST $25.62万0.16%8,920 -134-1.5% -$3,848 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $25.45万0.16%3,143 2378.2% $1.92万 加仓
V VISA INC $25.19万0.15%833 -2,276-73.2% -$68.83万 减仓
WFC WELLS FARGO & CO $24.69万0.15%3,101 361.2% $2,866 加仓
SWKS SKYWORKS SOLUTIONS INC $24.09万0.15%4,498 78421.1% $4.20万 加仓
CAG CONAGRA BRANDS INC $23.86万0.15%15,180 2,02715.4% $3.19万 加仓
FBND FIDELITY MERRIMACK STR TR $22.17万0.14%4,860 -6,073-55.5% -$27.71万 减仓
SHV ISHARES TR $21.48万0.13%1,946 1,946— $21.48万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $21.48万0.13%4,244 -2,366-35.8% -$11.97万 减仓
HPQ HP INC $21.32万0.13%11,096 1,22412.4% $2.35万 加仓
VGK VANGUARD INTL EQUITY INDEX F $21.00万0.13%2,548 -416-14.0% -$3.43万 减仓
SPTI SPDR SERIES TRUST $20.92万0.13%7,301 170.2% $487 加仓
RSPH INVESCO EXCHANGE TRADED FD T $20.32万0.12%6,729 70.1% $211 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $17.74万0.11%23,531 -858-3.5% -$6,469 减仓
— PIMCO HIGH INCOME FD $13.08万0.08%28,255 7702.8% $3,565 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $12.59万0.08%11,172 -680-5.7% -$7,664 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -40,081-100.0% -$89.62万 清仓
CVX CHEVRON CORP NEW $00.00%0 —— — 申报中断
GOOGL ALPHABET INC $00.00%0 —— — 申报中断
LAZ LAZARD INC $00.00%0 -6,688-100.0% -$32.47万 清仓
ORI OLD REP INTL CORP $00.00%0 —— — 申报中断
SW SMURFIT WESTROCK PLC $00.00%0 —— — 申报中断
MGK VANGUARD WORLD FD $00.00%0 -654-100.0% -$27.00万 清仓
GIS GENERAL MLS INC $00.00%0 —— — 申报中断
IWM ISHARES TR $00.00%0 -990-100.0% -$24.37万 清仓
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断
KMB KIMBERLY-CLARK CORP $00.00%0 —— — 申报中断