Independence Wealth Advisors, LLC
CIK 2001765 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $199.3M
- Posisi
- 85
- Per tanggal
- 30 Juni 2026
#6.476 dari 9.443 berdasarkan nilai 13F · top 68.6%
Nilai portofolio QoQ: +6.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 60,25%
- Bobot 25 kepemilikan teratas
- 83,83%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 18,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 22,27% Perkiraan pembelian $45.975.409 · penjualan $43.093.298
- Posisi baru
- 6
- Meningkat
- 51
- Menurun
- 25
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,2%
Financial Services
1,8%
Health Care
1,8%
Communication Services
1,1%
Consumer Discretionary
0,7%
Retail
0,6%
Financials
0,5%
Consumer Staples
0,4%
Energy
0,3%
Consumer products
0,3%
Industrials
0,2%
Materials
0,1%
Lainnya/Tidak terpetakan
88,0%
Portofolio lengkap 85 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $25.640.063 | 12,86% | 134.615 | $5.930.095 | Turun ×1 | ||
| CTA | $25.261.985 | 12,67% | 973.762 | $-3.491.545 | Naik ×2 | ||
| SPTS | $11.762.550 | 5,90% | 405.465 | $-21.852.062 | Turun ×1 | ||
| XLF XLF | $10.630.732 | 5,33% | 198.303 | $5.420.827 | Naik ×2 | ||
| SPYM | $9.972.651 | 5,00% | 113.481 | $7.616.736 | Naik ×1 | ||
| BCI | $9.228.649 | 4,63% | 413.098 | $4.259.012 | Naik ×1 | ||
| XLV XLV | $8.470.952 | 4,25% | 53.394 | $5.009.570 | Naik ×1 | ||
| SPTL | $7.342.087 | 3,68% | 279.912 | ||||
| SPYI | $6.056.661 | 3,04% | 114.083 | $799.504 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.726.595 | 2,87% | 7.789 | $5.015.501 | Naik ×1 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $5.351.144 | 2,68% | 94.227 | $1.095.075 | Naik ×2 | ||
| EEM | $4.779.130 | 2,40% | 69.860 | $3.013.364 | Naik ×1 | ||
| IWM | $4.167.590 | 2,09% | 13.886 | $1.081.685 | Naik ×1 | ||
| XLE XLE | $4.064.038 | 2,04% | 76.512 | $-245.529 | Naik ×2 | ||
| XLY XLY | $3.946.256 | 1,98% | 33.650 | $-4.407.210 | Turun ×1 | ||
| XLC XLC | $3.361.745 | 1,69% | 31.379 | $75.676 | Naik ×2 | ||
| EFA | $3.360.464 | 1,69% | 32.350 | $1.677.042 | Naik ×1 | ||
| GLD | $3.179.058 | 1,59% | 8.624 | $-3.643.043 | Turun ×2 | ||
| IWMI | $2.928.061 | 1,47% | 54.710 | $664.549 | Naik ×2 | ||
| XLI XLI | $2.830.149 | 1,42% | 15.281 | $175.020 | Turun ×1 | ||
| SPY SPY | $2.089.416 | 1,05% | 2.799 | $426.200 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.021.463 | 1,01% | 6.986 | $258.776 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.654.302 | 0,83% | 3.464 | $355.898 | Turun ×2 | ||
| XLP XLP | $1.648.279 | 0,83% | 19.843 | $-3.268.888 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.626.220 | 0,82% | 4.360 | $52.641 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.424.387 | 0,71% | 1.970 | $680.617 | Turun ×1 | ||
| V Visa Inc. | $1.361.294 | 0,68% | 3.968 | $158.839 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.271.306 | 0,64% | 5.334 | $143.524 | Turun ×1 | ||
| EWJ | $1.254.049 | 0,63% | 13.446 | $207.753 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.249.753 | 0,63% | 2.219 | $17.618 | Naik ×2 | ||
| BOXX | $1.230.030 | 0,62% | 10.505 | $192.956 | Naik ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1.221.547 | 0,61% | 14.135 | $181.874 | Naik ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1.157.760 | 0,58% | 6.496 | $151.099 | Naik ×2 | ||
| IYR | $1.083.913 | 0,54% | 10.601 | $554.364 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $932.868 | 0,47% | 1.816 | $-28.761 | Turun ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $915.943 | 0,46% | 9.927 | $-11.134 | Naik ×2 | ||
| XLB XLB | $805.303 | 0,40% | 15.843 | $1.181 | Turun ×2 | ||
| PM Philip Morris International Inc Common Stock | $787.682 | 0,40% | 4.354 | $109.623 | Naik ×2 | ||
| XLU XLU | $784.771 | 0,39% | 17.308 | $636 | Naik ×2 | ||
| BRKB | $783.611 | 0,39% | 1.566 | $129.982 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $666.444 | 0,33% | 2.036 | $121.660 | Naik ×2 | ||
| FEPI REX FANG & Innovation Equity Premium Income ETF | $656.985 | 0,33% | 15.236 | $73.022 | Naik ×2 | ||
| XLRE XLRE | $627.150 | 0,31% | 14.244 | $32.160 | Turun ×2 | ||
| AIPI REX AI Equity Premium Income ETF | $613.220 | 0,31% | 16.493 | $79.375 | Naik ×2 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $584.491 | 0,29% | 3.025 | $-5.918 | Turun ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $574.288 | 0,29% | 1.485 | $136.684 | Turun ×1 | ||
| IVV | $521.227 | 0,26% | 696 | $66.593 | |||
| COR Cencora, Inc. Common Stock | $482.622 | 0,24% | 1.705 | $-58.271 | Turun ×2 | ||
| VUG | $471.010 | 0,24% | 5.468 | $68.151 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $439.270 | 0,22% | 1.106 | $131.947 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $422.745 | 0,21% | 5.116 | $61.117 | Naik ×2 | ||
| NVS Novartis AG Common Stock | $419.853 | 0,21% | 2.679 | $49.740 | Naik ×2 | ||
| GD General Dynamics Corporation Common Stock | $378.683 | 0,19% | 1.069 | $59.488 | Naik ×1 | ||
| COP ConocoPhillips Common Stock | $358.652 | 0,18% | 3.450 | $-33.198 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $354.695 | 0,18% | 3.685 | $-51.373 | Turun ×2 | ||
| FNDX | $345.366 | 0,17% | 11.105 | $44.586 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $341.039 | 0,17% | 2.442 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $337.365 | 0,17% | 2.468 | $-23.671 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $325.283 | 0,16% | 1.281 | $22.911 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $322.647 | 0,16% | 269 | $75.229 | |||
| QTUM Defiance Quantum ETF | $317.695 | 0,16% | 1.921 | $95.047 | Turun ×1 | ||
| IWF | $312.908 | 0,16% | 2.520 | $44.276 | Naik ×1 | ||
| HEQT | $310.816 | 0,16% | 9.267 | $19.220 | Naik ×1 | ||
| CEPI REX Crypto Equity Premium Income ETF | $309.925 | 0,16% | 9.148 | $59.474 | Naik ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $300.100 | 0,15% | 2.047 | $636 | Turun ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $298.271 | 0,15% | 1.971 | $68.244 | Naik ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $291.876 | 0,15% | 3.731 | $67.366 | Naik ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $288.939 | 0,14% | 2.347 | Naik ×1 | |||
| ORCL Oracle Corporation Common Stock | $288.264 | 0,14% | 1.967 | $16.552 | Naik ×2 | ||
| VTV | $282.219 | 0,14% | 1.295 | $23.431 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $280.929 | 0,14% | 999 | $38.781 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $280.077 | 0,14% | 3.411 | $-57.800 | Turun ×2 | ||
| COWZ | $272.203 | 0,14% | 4.376 | $-17.892 | Turun ×1 | ||
| SPTI | $264.366 | 0,13% | 9.312 | $-939.907 | Turun ×2 | ||
| FNDA | $262.119 | 0,13% | 6.887 | $41.595 | Naik ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $260.107 | 0,13% | 10.595 | $7.287 | Naik ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $254.668 | 0,13% | 4.236 | $51.057 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $250.825 | 0,13% | 1.357 | $-2.531 | Turun ×2 | ||
| IJR | $248.050 | 0,12% | 1.673 | $40.144 | Naik ×1 | ||
| OMC Omnicom Group Inc. Common Stock | $243.616 | 0,12% | 3.345 | $28.380 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $237.258 | 0,12% | 314 | $-716 | Naik ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $225.830 | 0,11% | 3.442 | Naik ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $219.234 | 0,11% | 748 | $-16.898 | Turun ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $210.071 | 0,11% | 1.468 | ||||
| LRNZ | $204.940 | 0,10% | 3.176 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPTS | Dipangkas | -747K | -$21.9M |
| SPYM | Beli lebih banyak | +83K | +$7.6M |
| XLK | Dipangkas | -14K | +$5.9M |
| XLF | Beli lebih banyak | +93K | +$5.4M |
| XLV | Beli lebih banyak | +30K | +$5.0M |
| XLY | Dipangkas | -43K | -$4.4M |
| BCI | Beli lebih banyak | +209K | +$4.3M |
| GLD | Dipangkas | -7K | -$3.6M |
| CTA | Beli lebih banyak | +22K | -$3.5M |
| XLP | Dipangkas | -40K | -$3.3M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SPTL | 31 Maret 2026 | 249.946 | $6.616.077 | Tidak lagi dilacak |
| GOOGL | 30 Juni 2026 | 5.897 | $1.695.606 | -4,0% |
| GOOG | 30 Juni 2026 | 3.741 | $1.073.217 | -3,7% |
| VGK | 30 Juni 2026 | 12.864 | $1.060.387 | Tidak lagi dilacak |
| SBUX | 30 Juni 2026 | 3.548 | $317.890 | 3,1% |
| ADBE | 31 Maret 2026 | 794 | $277.892 | 12,7% |
| AVGO | 30 Juni 2026 | 818 | $253.179 | -3,6% |
| CRM | 30 Juni 2026 | 1.356 | $253.040 | 31,3% |
| KMX | 31 Maret 2026 | 6.520 | $251.933 | 44,6% |
| SHW | 30 Juni 2026 | 778 | $249.438 | -0,2% |
| BK | 30 Juni 2026 | 2.059 | $244.259 | Tidak lagi dilacak |
| ABNB | 31 Maret 2026 | 1.739 | $236.017 | 47,5% |
| ADSK | 30 Juni 2026 | 976 | $233.654 | 30,4% |
| CHKP | 30 Juni 2026 | 1.577 | $225.274 | 1,0% |
| WMT | 30 Juni 2026 | 1.803 | $224.101 | -7,9% |
| DEO | 31 Maret 2026 | 2.449 | $211.297 | 25,6% |