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
LNT ALLIANT ENERGY CORP $36.48万0.19%4,781 4,781— $36.48万 新建仓
USB US BANCORP $36.44万0.19%6,033 -2,664-30.6% -$16.09万 减仓
REET ISHARES TR $36.27万0.19%13,131 3022.4% $8,341 加仓
DFSD DIMENSIONAL ETF TRUST $36.07万0.19%7,554 73210.7% $3.50万 加仓
XLF SELECT SECTOR SPDR TR $35.83万0.18%6,683 -1,527-18.6% -$8.19万 减仓
EMLC VANECK ETF TRUST $35.82万0.18%14,014 1,0067.7% $2.57万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $35.40万0.18%6,724 30.0% $158 加仓
EIX EDISON INTL $34.82万0.18%4,677 -81-1.7% -$6,030 减仓
VTI VANGUARD INDEX FDS $34.73万0.18%939 -34-3.5% -$1.26万 减仓
MET METLIFE INC $34.67万0.18%4,097 4,097— $34.67万 新建仓
OGE OGE ENERGY CORP $34.54万0.18%7,099 2533.7% $1.23万 加仓
CFG CITIZENS FINL GROUP INC $34.18万0.18%4,878 -3,047-38.4% -$21.35万 减仓
— DIMENSIONAL ETF TRUST $34.13万0.18%13,048 1080.8% $2,825 加仓
GPC GENUINE PARTS CO $34.07万0.18%2,888 27810.7% $3.28万 加仓
ADM ARCHER DANIELS MIDLAND CO $34.03万0.18%4,454 -3,637-45.0% -$27.79万 减仓
CMCSA COMCAST CORP NEW $33.79万0.17%13,764 13,764— $33.79万 新建仓
RF REGIONS FINANCIAL CORP NEW $33.66万0.17%11,144 -4,769-30.0% -$14.40万 减仓
EOG EOG RES INC $33.54万0.17%2,585 2,585— $33.54万 新建仓
KO COCA COLA CO $32.88万0.17%4,046 581.5% $4,714 加仓
— DIMENSIONAL ETF TRUST $32.83万0.17%7,400 7,400— $32.83万 新建仓
TFC TRUIST FINL CORP $32.64万0.17%6,551 -2,208-25.2% -$11.00万 减仓
T AT&T INC $32.60万0.17%15,749 -2,782-15.0% -$5.76万 减仓
PNW PINNACLE WEST CAP CORP $32.49万0.17%3,037 -39-1.3% -$4,172 减仓
HBAN HUNTINGTON BANCSHARES INC $31.92万0.16%18,003 -4,357-19.5% -$7.73万 减仓
KEY KEYCORP $31.90万0.16%13,840 -9,023-39.5% -$20.80万 减仓
VLO VALERO ENERGY CORP $31.78万0.16%1,220 -1,345-52.4% -$35.04万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $31.63万0.16%6,950 00.0% — 不变
EXC EXELON CORP $31.59万0.16%6,776 20.0% $93 加仓
XLK SELECT SECTOR SPDR TR $31.56万0.16%1,656 -499-23.2% -$9.51万 减仓
— DIMENSIONAL ETF TRUST $31.50万0.16%3,842 3,842— $31.50万 新建仓
CRWD CROWDSTRIKE HLDGS INC $31.29万0.16%410 -302-42.4% -$23.05万 减仓
NI NISOURCE INC $31.15万0.16%6,550 6,550— $31.15万 新建仓
SCHP SCHWAB STRATEGIC TR $31.01万0.16%11,701 1,0379.7% $2.75万 加仓
DTE DTE ENERGY CO $30.85万0.16%2,025 30.1% $457 加仓
BIL SPDR SERIES TRUST $30.48万0.16%3,326 -1,784-34.9% -$16.35万 减仓
FNB F N B CORP $30.23万0.16%15,844 15,844— $30.23万 新建仓
SWKS SKYWORKS SOLUTIONS INC $29.96万0.15%4,419 -79-1.8% -$5,357 减仓
NKE NIKE INC $29.92万0.15%7,289 861.2% $3,530 加仓
PPL PPL CORP $29.64万0.15%8,153 -37-0.5% -$1,345 减仓
OMC OMNICOM GROUP INC $28.99万0.15%3,980 -898-18.4% -$6.54万 减仓
MU MICRON TECHNOLOGY INC $28.75万0.15%249 249— $28.75万 新建仓
SCHD SCHWAB STRATEGIC TR $27.24万0.14%8,590 -561-6.1% -$1.78万 减仓
QTUM ETF SER SOLUTIONS $27.15万0.14%1,642 1,642— $27.15万 新建仓
ASML ASML HLDG NV $26.26万0.14%132 132— $26.26万 新建仓
GRPM INVESCO EXCHANGE TRADED FD T $26.24万0.14%2,016 -174-7.9% -$2.26万 减仓
WFC WELLS FARGO & CO $25.65万0.13%3,104 30.1% $248 加仓
V VISA INC $25.58万0.13%745 -88-10.6% -$3.02万 减仓
ANGL VANECK ETF TRUST $25.37万0.13%8,676 -244-2.7% -$7,135 减仓
GOOGL ALPHABET INC $23.71万0.12%663 -411-38.3% -$14.70万 重新持有
APA APA CORPORATION $23.68万0.12%7,272 7,272— $23.68万 新建仓
VUG VANGUARD INDEX FDS $22.92万0.12%2,661 2,217499.3% $19.10万 重新持有
GLDM WORLD GOLD TR $22.81万0.12%2,872 -244-7.8% -$1.94万 减仓
VGK VANGUARD INTL EQUITY INDEX F $22.56万0.12%2,548 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $22.04万0.11%4,846 -14-0.3% -$637 减仓
RSPH INVESCO EXCHANGE TRADED FD T $21.48万0.11%6,473 -256-3.8% -$8,496 减仓
SPTI SPDR SERIES TRUST $20.73万0.11%7,301 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $20.62万0.11%412 -2,821-87.3% -$141.17万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $18.98万0.10%24,089 5582.4% $4,397 加仓
— PIMCO HIGH INCOME FD $13.56万0.07%29,090 8353.0% $3,891 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $12.81万0.07%11,486 3142.8% $3,501 加仓
DUK DUKE ENERGY CORP NEW $00.00%0 -8,530-100.0% -$111.69万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -6,008-100.0% -$96.32万 清仓
CRM SALESFORCE INC $00.00%0 -2,768-100.0% -$51.67万 清仓
NOW SERVICENOW INC $00.00%0 -4,576-100.0% -$47.84万 清仓
MCD MCDONALDS CORP $00.00%0 -1,483-100.0% -$46.10万 清仓
BG BUNGE GLOBAL SA $00.00%0 -3,561-100.0% -$45.29万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -1,029-100.0% -$40.32万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -4,225-100.0% -$39.24万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -2,236-100.0% -$36.96万 清仓
FE FIRSTENERGY CORP $00.00%0 -7,243-100.0% -$36.69万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -7,196-100.0% -$33.43万 清仓
BBY BEST BUY INC $00.00%0 -4,380-100.0% -$28.12万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -7,801-100.0% -$27.85万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -1,112-100.0% -$26.95万 清仓
PEG PUBLIC SVC ENTERPRISE GROUP $00.00%0 -3,143-100.0% -$25.45万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -15,180-100.0% -$23.86万 清仓
SHV ISHARES TR $00.00%0 -1,946-100.0% -$21.48万 清仓
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 -4,244-100.0% -$21.48万 清仓