International Private Wealth Advisors LLC
SAN DIEGO CA · SEC CIK 0002022637
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,156.56万 | 5.95% | 15,488 | 471 | 3.1% | $35.17万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $967.12万 | 4.98% | 187,100 | 1,120 | 0.6% | $5.79万 | 加仓 |
| TLT | ISHARES TR | $735.41万 | 3.79% | 85,097 | 23,579 | 38.3% | $203.77万 | 加仓 |
| AAPL | APPLE INC | $591.33万 | 3.04% | 20,436 | 3,082 | 17.8% | $89.18万 | 加仓 |
| MBB | ISHARES TR | $538.71万 | 2.77% | 56,994 | 32,836 | 135.9% | $310.37万 | 加仓 |
| AMZN | AMAZON COM INC | $519.39万 | 2.67% | 21,792 | 2,734 | 14.3% | $65.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $492.39万 | 2.53% | 97,716 | -14,744 | -13.1% | -$74.30万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $467.75万 | 2.41% | 85,888 | 1,723 | 2.0% | $9.38万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $444.52万 | 2.29% | 68,536 | -1,510 | -2.2% | -$9.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $438.89万 | 2.26% | 11,766 | 3,419 | 41.0% | $127.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.12万 | 2.20% | 21,397 | 5,320 | 33.1% | $106.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $426.32万 | 2.19% | 48,511 | 878 | 1.8% | $7.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $416.51万 | 2.14% | 4,452 | 770 | 20.9% | $72.04万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $413.14万 | 2.13% | 97,878 | 2,621 | 2.8% | $11.06万 | 加仓 |
| IEI | ISHARES TR | $369.58万 | 1.90% | 31,467 | -10,841 | -25.6% | -$127.33万 | 减仓 |
| CERY | SPDR SERIES TRUST | $365.68万 | 1.88% | 109,387 | -686 | -0.6% | -$2.29万 | 减仓 |
| ABBV | ABBVIE INC | $361.83万 | 1.86% | 14,379 | 3,975 | 38.2% | $100.03万 | 加仓 |
| GOOG | ALPHABET INC | $349.89万 | 1.80% | 9,903 | 1,148 | 13.1% | $40.56万 | 加仓 |
| LLY | ELI LILLY & CO | $293.81万 | 1.51% | 2,450 | 248 | 11.3% | $29.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $265.87万 | 1.37% | 3,610 | -2 | -0.1% | -$1,473 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $244.98万 | 1.26% | 35,048 | 247 | 0.7% | $1.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $235.11万 | 1.21% | 56,340 | 655 | 1.2% | $2.73万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $233.07万 | 1.20% | 45,012 | 2,514 | 5.9% | $13.02万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $216.84万 | 1.12% | 52,567 | 568 | 1.1% | $2.34万 | 加仓 |
| IJR | ISHARES TR | $212.15万 | 1.09% | 14,305 | 203 | 1.4% | $3.01万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $197.03万 | 1.01% | 77,205 | -5,238 | -6.4% | -$13.37万 | 减仓 |
| AVGO | BROADCOM INC | $194.97万 | 1.00% | 5,161 | 3,676 | 247.5% | $138.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $194.77万 | 1.00% | 16,694 | 8,608 | 106.5% | $100.43万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $188.19万 | 0.97% | 82,668 | -2,154 | -2.5% | -$4.90万 | 减仓 |
| FISR | SSGA ACTIVE TR | $184.23万 | 0.95% | 71,825 | -12,925 | -15.3% | -$33.15万 | 减仓 |
| AGG | ISHARES TR | $179.59万 | 0.92% | 18,144 | 9,552 | 111.2% | $94.55万 | 加仓 |
| RTX | RTX CORPORATION | $178.26万 | 0.92% | 9,395 | 6,242 | 198.0% | $118.43万 | 加仓 |
| IEMG | ISHARES INC | $174.85万 | 0.90% | 21,107 | 958 | 4.8% | $7.94万 | 加仓 |
| IJH | ISHARES TR | $171.99万 | 0.89% | 22,304 | -342 | -1.5% | -$2.64万 | 减仓 |
| GEV | GE VERNOVA INC | $170.59万 | 0.88% | 1,452 | -212 | -12.7% | -$24.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $170.47万 | 0.88% | 40,263 | 6,443 | 19.1% | $27.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $155.47万 | 0.80% | 4,750 | 1,821 | 62.2% | $59.60万 | 加仓 |
| WMT | WALMART INC | $149.14万 | 0.77% | 13,168 | 2,946 | 28.8% | $33.37万 | 加仓 |
| GLD | SPDR GOLD TR | $143.89万 | 0.74% | 3,906 | 200 | 5.4% | $7.37万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $141.39万 | 0.73% | 4,223 | 4,223 | — | $141.39万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $139.13万 | 0.72% | 10,170 | 7,010 | 221.8% | $95.90万 | 加仓 |
| OKE | ONEOK INC NEW | $138.62万 | 0.71% | 15,944 | 12,736 | 397.0% | $110.73万 | 加仓 |
| BLK | BLACKROCK INC | $123.36万 | 0.63% | 1,283 | 240 | 23.0% | $23.08万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $120.63万 | 0.62% | 45,990 | 6,229 | 15.7% | $16.34万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $99.88万 | 0.51% | 17,319 | -1,030 | -5.6% | -$5.94万 | 减仓 |
| JNK | SPDR SERIES TRUST | $99.30万 | 0.51% | 10,304 | 6,151 | 148.1% | $59.28万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $93.17万 | 0.48% | 39,296 | 39,296 | — | $93.17万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $92.90万 | 0.48% | 29,058 | 3,077 | 11.8% | $9.84万 | 加仓 |
| META | META PLATFORMS INC | $92.71万 | 0.48% | 1,646 | -62 | -3.6% | -$3.49万 | 减仓 |
| SHY | ISHARES TR | $88.11万 | 0.45% | 10,730 | 6,594 | 159.4% | $54.14万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $85.85万 | 0.44% | 20,120 | 5 | 0.0% | $213 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $84.51万 | 0.43% | 28,714 | -80 | -0.3% | -$2,354 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $82.18万 | 0.42% | 20,438 | 32 | 0.2% | $1,287 | 加仓 |
| ALLW | SSGA ACTIVE TR | $81.97万 | 0.42% | 28,005 | -334 | -1.2% | -$9,776 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $76.53万 | 0.39% | 6,972 | 4,927 | 240.9% | $54.08万 | 重新持有 |
| SPMD | SPDR SERIES TRUST | $74.57万 | 0.38% | 11,038 | -403 | -3.5% | -$2.72万 | 减仓 |
| IEF | ISHARES TR | $74.01万 | 0.38% | 7,826 | 3,562 | 83.5% | $33.69万 | 加仓 |
| TSLA | TESLA INC | $70.88万 | 0.36% | 1,685 | 27 | 1.6% | $1.14万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $70.79万 | 0.36% | 13,104 | 115 | 0.9% | $6,213 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $70.54万 | 0.36% | 21,191 | -215 | -1.0% | -$7,157 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $69.21万 | 0.36% | 20,282 | 224 | 1.1% | $7,644 | 加仓 |
| LQD | ISHARES TR | $69.06万 | 0.36% | 6,332 | -730 | -10.3% | -$7.96万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $68.74万 | 0.35% | 8,823 | -195 | -2.2% | -$1.52万 | 减仓 |
| TIP | ISHARES TR | $65.15万 | 0.34% | 5,954 | 2,342 | 64.8% | $25.63万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $63.98万 | 0.33% | 25,148 | 1,307 | 5.5% | $3.33万 | 加仓 |
| MO | ALTRIA GROUP INC | $63.84万 | 0.33% | 8,873 | 1,471 | 19.9% | $10.58万 | 加仓 |
| QUAL | ISHARES TR | $62.14万 | 0.32% | 2,832 | -3 | -0.1% | -$658 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $61.56万 | 0.32% | 15,280 | 893 | 6.2% | $3.60万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $61.43万 | 0.32% | 16,662 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $61.08万 | 0.31% | 16,376 | 16,376 | — | $61.08万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $60.78万 | 0.31% | 7,354 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $57.96万 | 0.30% | 6,001 | -109 | -1.8% | -$1.05万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $57.75万 | 0.30% | 5,080 | -923 | -15.4% | -$10.49万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $56.41万 | 0.29% | 12,890 | 270 | 2.1% | $1.18万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $53.90万 | 0.28% | 4,994 | 721 | 16.9% | $7.78万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $52.10万 | 0.27% | 9,007 | 9,007 | — | $52.10万 | 新建仓 |
| PFE | PFIZER INC | $50.96万 | 0.26% | 21,162 | -216 | -1.0% | -$5,201 | 减仓 |
| — | PROSHARES TR | $50.55万 | 0.26% | 5,788 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $49.66万 | 0.26% | 10,321 | 25 | 0.2% | $1,203 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.33万 | 0.25% | 2,915 | -58 | -2.0% | -$9,615 | 重新持有 |
| WSO | WATSCO INC | $47.40万 | 0.24% | 1,137 | 1,137 | — | $47.40万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $46.90万 | 0.24% | 1,968 | 1,968 | — | $46.90万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $46.55万 | 0.24% | 3,986 | 11 | 0.3% | $1,285 | 加仓 |
| HD | HOME DEPOT INC | $45.30万 | 0.23% | 1,284 | -4 | -0.3% | -$1,411 | 减仓 |
| GIS | GENERAL MILLS INC | $43.45万 | 0.22% | 12,486 | 7,191 | 135.8% | $25.02万 | 重新持有 |
| SW | SMURFIT WESTROCK PLC | $43.09万 | 0.22% | 9,314 | 2,162 | 30.2% | $10.00万 | 重新持有 |
| SPLB | SPDR SERIES TRUST | $43.06万 | 0.22% | 19,224 | -1,417 | -6.9% | -$3.17万 | 减仓 |
| IQLT | ISHARES TR | $42.65万 | 0.22% | 8,608 | -4 | -0.0% | -$198 | 减仓 |
| CMS | CMS ENERGY CORP | $42.45万 | 0.22% | 5,549 | 852 | 18.1% | $6.52万 | 加仓 |
| TGT | TARGET CORP | $40.65万 | 0.21% | 3,112 | 3,112 | — | $40.65万 | 新建仓 |
| DTD | WISDOMTREE TR | $40.40万 | 0.21% | 4,333 | -174 | -3.9% | -$1.62万 | 减仓 |
| HPQ | HP INC | $39.37万 | 0.20% | 17,944 | 6,848 | 61.7% | $15.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $38.98万 | 0.20% | 5,162 | 992 | 23.8% | $7.49万 | 加仓 |
| F | FORD MTR CO | $38.87万 | 0.20% | 27,967 | -11,969 | -30.0% | -$16.64万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $38.85万 | 0.20% | 3,604 | -20 | -0.6% | -$2,156 | 减仓 |
| ES | EVERSOURCE ENERGY | $38.83万 | 0.20% | 5,373 | 77 | 1.5% | $5,565 | 加仓 |
| CVS | CVS HEALTH CORP | $38.38万 | 0.20% | 3,710 | -1,394 | -27.3% | -$14.42万 | 减仓 |
| D | DOMINION ENERGY INC | $37.60万 | 0.19% | 5,505 | -1,767 | -24.3% | -$12.07万 | 减仓 |
| — | EXXON MOBIL CORP | $37.25万 | 0.19% | 2,724 | -1,258 | -31.6% | -$17.20万 | 减仓 |
| ORI | OLD REP INTL CORP | $37.01万 | 0.19% | 9,045 | 2,085 | 30.0% | $8.53万 | 重新持有 |