Independent Wealth Advisors LLC
CARY NC · SEC CIK 0002136099
$1.11亿2026Q2 申报市值
77持仓数
52.3%前十大占比 · 第一大 8.8%
9 / 3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
SHY 加仓+$244.97万
HEQT 加仓+$63.84万
PROSHARES TR 加仓+$63.73万
ALLW 加仓+$53.69万
SMH 新建仓+$44.26万
2026Q2 卖出最多 按季末市值估算
CDX 减仓-$119.42万
CSHI 减仓-$112.54万
USFR 减仓-$44.06万
DIA 清仓-$31.95万
VIG 清仓-$28.56万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $972.30万 | 8.80% | 26,394 | -136 | -0.5% | -$5.01万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $687.05万 | 6.22% | 204,845 | 19,035 | 10.2% | $63.84万 | 加仓 |
| SHY | ISHARES TR | $636.87万 | 5.76% | 77,563 | 29,835 | 62.5% | $244.97万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $620.60万 | 5.62% | 149,614 | 730 | 0.5% | $3.03万 | 加仓 |
| CSHI | NEOS ETF TRUST | $526.24万 | 4.76% | 105,650 | -22,593 | -17.6% | -$112.54万 | 减仓 |
| USFR | WISDOMTREE TR | $517.51万 | 4.68% | 102,783 | -8,751 | -7.8% | -$44.06万 | 减仓 |
| NOBL | PROSHARES TR | $514.44万 | 4.65% | 91,602 | 2,336 | 2.6% | $13.12万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $513.25万 | 4.64% | 92,692 | 6,534 | 7.6% | $36.18万 | 加仓 |
| SSUS | STRATEGY SHS | $427.28万 | 3.87% | 77,252 | 1,965 | 2.6% | $10.87万 | 加仓 |
| MGC | VANGUARD WORLD FD | $365.49万 | 3.31% | 13,357 | -103 | -0.8% | -$2.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $337.04万 | 3.05% | 4,513 | 70 | 1.6% | $5.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $327.31万 | 2.96% | 43,346 | 830 | 2.0% | $6.27万 | 加仓 |
| MGK | VANGUARD WORLD FD | $236.31万 | 2.14% | 26,881 | -1,989 | -6.9% | -$17.49万 | 减仓 |
| SLV | ISHARES SILVER TR | $228.90万 | 2.07% | 42,810 | -396 | -0.9% | -$2.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $218.28万 | 1.98% | 10,259 | 1,900 | 22.7% | $40.43万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $201.90万 | 1.83% | 87,956 | 624 | 0.7% | $1.43万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $196.73万 | 1.78% | 88,041 | 1,853 | 2.1% | $4.14万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $169.69万 | 1.54% | 9,120 | 67 | 0.7% | $1.25万 | 加仓 |
| HDV | ISHARES TR | $168.43万 | 1.52% | 61,449 | 2,104 | 3.5% | $5.77万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $155.00万 | 1.40% | 71,279 | 3,188 | 4.7% | $6.93万 | 加仓 |
| IXUS | ISHARES TR | $140.05万 | 1.27% | 14,674 | 3,982 | 37.2% | $38.00万 | 加仓 |
| AAPL | APPLE INC | $132.37万 | 1.20% | 4,574 | 132 | 3.0% | $3.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $125.25万 | 1.13% | 5,747 | 10 | 0.2% | $2,179 | 加仓 |
| VBR | VANGUARD INDEX FDS | $121.81万 | 1.10% | 5,013 | -536 | -9.7% | -$13.02万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $115.12万 | 1.04% | 7,335 | -17 | -0.2% | -$2,668 | 减仓 |
| IOO | ISHARES TR | $105.12万 | 0.95% | 7,696 | 180 | 2.4% | $2.46万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $99.86万 | 0.90% | 34,117 | 18,343 | 116.3% | $53.69万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $96.83万 | 0.88% | 45,848 | -56,542 | -55.2% | -$119.42万 | 减仓 |
| — | PROSHARES TR | $95.40万 | 0.86% | 17,434 | 11,647 | 201.3% | $63.73万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $88.94万 | 0.80% | 21,639 | 603 | 2.9% | $2.48万 | 加仓 |
| IWM | ISHARES TR | $88.72万 | 0.80% | 2,953 | 163 | 5.8% | $4.90万 | 加仓 |
| ITA | ISHARES TR | $81.15万 | 0.73% | 3,347 | -90 | -2.6% | -$2.18万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $74.61万 | 0.68% | 3,972 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $71.44万 | 0.65% | 4,371 | -499 | -10.2% | -$8.16万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $71.37万 | 0.65% | 3,612 | 85 | 2.4% | $1.68万 | 加仓 |
| SGOV | ISHARES TR | $63.26万 | 0.57% | 6,284 | 24 | 0.4% | $2,416 | 加仓 |
| QQQ | INVESCO QQQ TR | $63.13万 | 0.57% | 857 | -248 | -22.4% | -$18.27万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.62万 | 0.55% | 7,239 | 404 | 5.9% | $3.38万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $60.62万 | 0.55% | 29,170 | 2,258 | 8.4% | $4.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.73万 | 0.46% | 15,997 | 54 | 0.3% | $1,712 | 加仓 |
| IWB | ISHARES TR | $49.39万 | 0.45% | 1,206 | -12 | -1.0% | -$4,914 | 减仓 |
| VO | VANGUARD INDEX FDS | $49.18万 | 0.44% | 6,103 | 3 | 0.0% | $242 | 加仓 |
| MSFT | MICROSOFT CORP | $48.09万 | 0.44% | 1,289 | 20 | 1.6% | $7,461 | 加仓 |
| IJR | ISHARES TR | $47.79万 | 0.43% | 3,222 | 1,384 | 75.3% | $20.53万 | 加仓 |
| VB | VANGUARD INDEX FDS | $46.83万 | 0.42% | 1,545 | 4 | 0.3% | $1,212 | 加仓 |
| GDX | VANECK ETF TRUST | $46.01万 | 0.42% | 6,099 | -150 | -2.4% | -$1.13万 | 减仓 |
| SMH | VANECK ETF TRUST | $44.26万 | 0.40% | 675 | 675 | — | $44.26万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $40.46万 | 0.37% | 3,385 | 1 | 0.0% | $120 | 加仓 |
| IVE | ISHARES TR | $38.93万 | 0.35% | 1,714 | 17 | 1.0% | $3,861 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.65万 | 0.35% | 6,475 | 431 | 7.1% | $2.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $38.50万 | 0.35% | 4,470 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $37.81万 | 0.34% | 1,332 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $37.42万 | 0.34% | 1,011 | -93 | -8.4% | -$3.44万 | 减仓 |
| IWY | ISHARES TR | $36.82万 | 0.33% | 1,267 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $34.51万 | 0.31% | 2,779 | 3 | 0.1% | $373 | 加仓 |
| IVV | ISHARES TR | $34.06万 | 0.31% | 455 | 1 | 0.2% | $749 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.63万 | 0.30% | 490 | -24 | -4.7% | -$1.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $33.62万 | 0.30% | 3,933 | -217 | -5.2% | -$1.86万 | 减仓 |
| — | EXXON MOBIL CORP | $32.77万 | 0.30% | 2,397 | 2,397 | — | $32.77万 | 新建仓 |
| FLOT | ISHARES TR | $32.52万 | 0.29% | 6,370 | -45 | -0.7% | -$2,297 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $32.19万 | 0.29% | 6,106 | 59 | 1.0% | $3,110 | 重新持有 |
| GOOGL | ALPHABET INC | $29.46万 | 0.27% | 824 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $28.54万 | 0.26% | 5,375 | 32 | 0.6% | $1,699 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.77万 | 0.25% | 6,125 | 17 | 0.3% | $771 | 加仓 |
| ILCV | ISHARES TR | $26.87万 | 0.24% | 2,655 | 6 | 0.2% | $607 | 加仓 |
| IVW | ISHARES TR | $26.44万 | 0.24% | 1,923 | 71 | 3.8% | $9,762 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.21万 | 0.24% | 1,658 | 204 | 14.0% | $3.22万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.83万 | 0.23% | 2,306 | 1 | 0.0% | $112 | 加仓 |
| GOOG | ALPHABET INC | $24.78万 | 0.22% | 701 | 701 | — | $24.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.53万 | 0.22% | 872 | 36 | 4.3% | $1.01万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $22.66万 | 0.21% | 2,756 | 2,756 | — | $22.66万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $22.61万 | 0.20% | 1,187 | 1,187 | — | $22.61万 | 新建仓 |
| CHAT | TIDAL TRUST II | $22.31万 | 0.20% | 2,261 | 2,261 | — | $22.31万 | 新建仓 |
| IEMG | ISHARES INC | $21.31万 | 0.19% | 2,572 | 2,572 | — | $21.31万 | 新建仓 |
| HYG | ISHARES TR | $20.62万 | 0.19% | 2,578 | -1,144 | -30.7% | -$9.15万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $20.55万 | 0.19% | 5,197 | 5,197 | — | $20.55万 | 新建仓 |
| IJJ | ISHARES TR | $20.46万 | 0.19% | 1,385 | 1,385 | — | $20.46万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -690 | -100.0% | -$31.95万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,328 | -100.0% | -$28.56万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,629 | -100.0% | -$23.24万 | 清仓 |