Independent Wealth Advisors LLC
CARY NC · SEC CIK 0002136099
$1.02亿2026Q1 申报市值
70持仓数
54.2%前十大占比 · 第一大 11.2%
8 / 0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
CSHI 加仓+$194.23万
BSJS 加仓+$57.61万
CARY 新建仓+$55.90万
ALLW 新建仓+$45.51万
SHY 加仓+$37.18万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$127.49万
TCAF 减仓-$21.10万
IAU 减仓-$19.69万
SLV 减仓-$17.26万
VTV 减仓-$8.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.26万 | 0.20% | 836 | 62 | 8.0% | $1.50万 | 加仓 |
| IVW | ISHARES TR | $20.95万 | 0.21% | 1,852 | 1,852 | — | $20.95万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.53万 | 0.21% | 1,454 | 4 | 0.3% | $592 | 加仓 |
| IJR | ISHARES TR | $22.85万 | 0.22% | 1,838 | 1,838 | — | $22.85万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.24万 | 0.23% | 4,629 | 4,629 | — | $23.24万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.70万 | 0.23% | 824 | -246 | -23.0% | -$7.08万 | 减仓 |
| ILCV | ISHARES TR | $24.67万 | 0.24% | 2,649 | 5 | 0.2% | $466 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.02万 | 0.25% | 2,305 | -203 | -8.1% | -$2.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $28.03万 | 0.28% | 6,108 | 986 | 19.3% | $4.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.56万 | 0.28% | 1,328 | 14 | 1.1% | $3,011 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.52万 | 0.29% | 423 | -17 | -3.9% | -$1.19万 | 减仓 |
| IWF | ISHARES TR | $29.60万 | 0.29% | 694 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $29.61万 | 0.29% | 3,722 | 4 | 0.1% | $318 | 加仓 |
| IVV | ISHARES TR | $29.63万 | 0.29% | 454 | 110 | 32.0% | $7.18万 | 加仓 |
| — | PROSHARES TR | $29.83万 | 0.29% | 5,787 | 5,787 | — | $29.83万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.73万 | 0.30% | 514 | 143 | 38.5% | $8.55万 | 加仓 |
| IWY | ISHARES TR | $31.53万 | 0.31% | 1,267 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $31.95万 | 0.31% | 690 | 690 | — | $31.95万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $32.00万 | 0.31% | 4,150 | 599 | 16.9% | $4.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.53万 | 0.32% | 745 | 1 | 0.1% | $437 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.67万 | 0.32% | 6,044 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $32.68万 | 0.32% | 6,415 | 20 | 0.3% | $1,019 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $32.73万 | 0.32% | 5,343 | 5,343 | — | $32.73万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $33.84万 | 0.33% | 1,332 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $35.42万 | 0.35% | 1,104 | 66 | 6.4% | $2.12万 | 加仓 |
| IVE | ISHARES TR | $35.84万 | 0.35% | 1,697 | 3 | 0.2% | $634 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $37.49万 | 0.37% | 3,972 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $40.37万 | 0.40% | 1,541 | -56 | -3.5% | -$1.47万 | 减仓 |
| IWB | ISHARES TR | $43.43万 | 0.43% | 1,218 | 2 | 0.2% | $713 | 加仓 |
| VO | VANGUARD INDEX FDS | $43.80万 | 0.43% | 1,525 | 0 | 0.0% | — | 不变 |
| ALLW | SSGA ACTIVE TR | $45.51万 | 0.45% | 15,774 | 15,774 | — | $45.51万 | 新建仓 |
| MSFT | MICROSOFT CORP | $46.98万 | 0.46% | 1,269 | 43 | 3.5% | $1.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.91万 | 0.48% | 15,943 | 58 | 0.4% | $1,779 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.33万 | 0.50% | 6,835 | 162 | 2.4% | $1.22万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $55.90万 | 0.55% | 26,912 | 26,912 | — | $55.90万 | 新建仓 |
| GDX | VANECK ETF TRUST | $57.34万 | 0.56% | 6,249 | -153 | -2.4% | -$1.40万 | 减仓 |
| SGOV | ISHARES TR | $63.01万 | 0.62% | 6,260 | 16 | 0.3% | $1,610 | 加仓 |
| QQQ | INVESCO QQQ TR | $63.79万 | 0.63% | 1,105 | 20 | 1.8% | $1.15万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $64.99万 | 0.64% | 3,527 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $69.20万 | 0.68% | 2,790 | 148 | 5.6% | $3.67万 | 加仓 |
| MGV | VANGUARD WORLD FD | $70.59万 | 0.69% | 4,870 | 3 | 0.1% | $435 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $74.87万 | 0.74% | 21,036 | -5,930 | -22.0% | -$21.10万 | 减仓 |
| ITA | ISHARES TR | $75.19万 | 0.74% | 3,437 | 1 | 0.0% | $219 | 加仓 |
| IOO | ISHARES TR | $90.92万 | 0.89% | 7,516 | 596 | 8.6% | $7.21万 | 加仓 |
| IXUS | ISHARES TR | $92.64万 | 0.91% | 10,692 | 803 | 8.1% | $6.96万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $101.70万 | 1.00% | 7,352 | -33 | -0.4% | -$4,565 | 减仓 |
| VTV | VANGUARD INDEX FDS | $112.56万 | 1.11% | 5,737 | -439 | -7.1% | -$8.61万 | 减仓 |
| AAPL | APPLE INC | $112.74万 | 1.11% | 4,442 | 89 | 2.0% | $2.26万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $120.55万 | 1.18% | 5,549 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $139.99万 | 1.37% | 9,053 | 1,422 | 18.6% | $21.99万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $147.66万 | 1.45% | 68,091 | 26,566 | 64.0% | $57.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $160.42万 | 1.58% | 8,359 | 857 | 11.4% | $16.45万 | 加仓 |
| HDV | ISHARES TR | $161.08万 | 1.58% | 11,869 | 271 | 2.3% | $3.68万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $192.76万 | 1.89% | 86,188 | 14,401 | 20.1% | $32.21万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $202.39万 | 1.99% | 87,332 | 7,176 | 9.0% | $16.63万 | 加仓 |
| MGK | VANGUARD WORLD FD | $212.14万 | 2.08% | 5,774 | 459 | 8.6% | $16.86万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $218.50万 | 2.15% | 102,390 | -3,458 | -3.3% | -$7.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $288.92万 | 2.84% | 4,443 | 402 | 9.9% | $26.14万 | 加仓 |
| SLV | ISHARES SILVER TR | $294.40万 | 2.89% | 43,206 | -2,533 | -5.5% | -$17.26万 | 减仓 |
| MGC | VANGUARD WORLD FD | $318.12万 | 3.12% | 13,460 | 375 | 2.9% | $8.86万 | 加仓 |
| SSUS | STRATEGY SHS | $351.48万 | 3.45% | 75,287 | -60 | -0.1% | -$2,801 | 减仓 |
| IAU | ISHARES GOLD TR | $374.82万 | 3.68% | 42,516 | -2,233 | -5.0% | -$19.69万 | 减仓 |
| SHY | ISHARES TR | $394.09万 | 3.87% | 47,728 | 4,503 | 10.4% | $37.18万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $453.19万 | 4.45% | 86,158 | 5,393 | 6.7% | $28.37万 | 加仓 |
| NOBL | PROSHARES TR | $473.15万 | 4.65% | 44,633 | 1,003 | 2.3% | $10.63万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $541.48万 | 5.32% | 148,884 | 5,613 | 3.9% | $20.41万 | 加仓 |
| USFR | WISDOMTREE TR | $561.46万 | 5.51% | 111,534 | -25,326 | -18.5% | -$127.49万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $585.30万 | 5.75% | 185,810 | 10,054 | 5.7% | $31.67万 | 加仓 |
| CSHI | NEOS ETF TRUST | $638.40万 | 6.27% | 128,243 | 39,017 | 43.7% | $194.23万 | 加仓 |
| GLD | SPDR GOLD TR | $1,141.55万 | 11.21% | 26,530 | -187 | -0.7% | -$8.05万 | 减仓 |