Independence Wealth Advisors, LLC
CIK 2001765 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $199.3M
- 持仓
- 85
- 截至
- 2026年6月30日
按 13F 价值排名第 6476（共 9443） · 前 68.6%
投资组合价值同比（季度）：+6.2% 13F不披露现金
- 前十大持仓权重
- 60.25%
- 前二十五大持仓权重
- 83.83%
- 持仓高于 1%
- 22
- 有效持仓数量
- 18.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 22.27% 估计买入 $45975409 · 卖出 $43093298
- 新仓位
- 6
- 增加
- 51
- 减少
- 25
- 已结清
- 11
本页内容
行业细分
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%
其他/未映射
88.0%
完整投资组合 85 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $25640063 | 12.86% | 134615 | $5930095 | 下跌 ×1 | ||
| CTA | $25261985 | 12.67% | 973762 | $-3491545 | 上涨 ×2 | ||
| SPTS | $11762550 | 5.90% | 405465 | $-21852062 | 下跌 ×1 | ||
| XLF XLF | $10630732 | 5.33% | 198303 | $5420827 | 上涨 ×2 | ||
| SPYM | $9972651 | 5.00% | 113481 | $7616736 | 上涨 ×1 | ||
| BCI | $9228649 | 4.63% | 413098 | $4259012 | 上涨 ×1 | ||
| XLV XLV | $8470952 | 4.25% | 53394 | $5009570 | 上涨 ×1 | ||
| SPTL | $7342087 | 3.68% | 279912 | ||||
| SPYI | $6056661 | 3.04% | 114083 | $799504 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5726595 | 2.87% | 7789 | $5015501 | 上涨 ×1 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $5351144 | 2.68% | 94227 | $1095075 | 上涨 ×2 | ||
| EEM | $4779130 | 2.40% | 69860 | $3013364 | 上涨 ×1 | ||
| IWM | $4167590 | 2.09% | 13886 | $1081685 | 上涨 ×1 | ||
| XLE XLE | $4064038 | 2.04% | 76512 | $-245529 | 上涨 ×2 | ||
| XLY XLY | $3946256 | 1.98% | 33650 | $-4407210 | 下跌 ×1 | ||
| XLC XLC | $3361745 | 1.69% | 31379 | $75676 | 上涨 ×2 | ||
| EFA | $3360464 | 1.69% | 32350 | $1677042 | 上涨 ×1 | ||
| GLD | $3179058 | 1.59% | 8624 | $-3643043 | 下跌 ×2 | ||
| IWMI | $2928061 | 1.47% | 54710 | $664549 | 上涨 ×2 | ||
| XLI XLI | $2830149 | 1.42% | 15281 | $175020 | 下跌 ×1 | ||
| SPY SPY | $2089416 | 1.05% | 2799 | $426200 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2021463 | 1.01% | 6986 | $258776 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1654302 | 0.83% | 3464 | $355898 | 下跌 ×2 | ||
| XLP XLP | $1648279 | 0.83% | 19843 | $-3268888 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1626220 | 0.82% | 4360 | $52641 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1424387 | 0.71% | 1970 | $680617 | 下跌 ×1 | ||
| V Visa Inc. | $1361294 | 0.68% | 3968 | $158839 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1271306 | 0.64% | 5334 | $143524 | 下跌 ×1 | ||
| EWJ | $1254049 | 0.63% | 13446 | $207753 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1249753 | 0.63% | 2219 | $17618 | 上涨 ×2 | ||
| BOXX | $1230030 | 0.62% | 10505 | $192956 | 上涨 ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1221547 | 0.61% | 14135 | $181874 | 上涨 ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1157760 | 0.58% | 6496 | $151099 | 上涨 ×2 | ||
| IYR | $1083913 | 0.54% | 10601 | $554364 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $932868 | 0.47% | 1816 | $-28761 | 下跌 ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $915943 | 0.46% | 9927 | $-11134 | 上涨 ×2 | ||
| XLB XLB | $805303 | 0.40% | 15843 | $1181 | 下跌 ×2 | ||
| PM Philip Morris International Inc Common Stock | $787682 | 0.40% | 4354 | $109623 | 上涨 ×2 | ||
| XLU XLU | $784771 | 0.39% | 17308 | $636 | 上涨 ×2 | ||
| BRKB | $783611 | 0.39% | 1566 | $129982 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $666444 | 0.33% | 2036 | $121660 | 上涨 ×2 | ||
| FEPI REX FANG & Innovation Equity Premium Income ETF | $656985 | 0.33% | 15236 | $73022 | 上涨 ×2 | ||
| XLRE XLRE | $627150 | 0.31% | 14244 | $32160 | 下跌 ×2 | ||
| AIPI REX AI Equity Premium Income ETF | $613220 | 0.31% | 16493 | $79375 | 上涨 ×2 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $584491 | 0.29% | 3025 | $-5918 | 下跌 ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $574288 | 0.29% | 1485 | $136684 | 下跌 ×1 | ||
| IVV | $521227 | 0.26% | 696 | $66593 | |||
| COR Cencora, Inc. Common Stock | $482622 | 0.24% | 1705 | $-58271 | 下跌 ×2 | ||
| VUG | $471010 | 0.24% | 5468 | $68151 | 上涨 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $439270 | 0.22% | 1106 | $131947 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $422745 | 0.21% | 5116 | $61117 | 上涨 ×2 | ||
| NVS Novartis AG Common Stock | $419853 | 0.21% | 2679 | $49740 | 上涨 ×2 | ||
| GD General Dynamics Corporation Common Stock | $378683 | 0.19% | 1069 | $59488 | 上涨 ×1 | ||
| COP ConocoPhillips Common Stock | $358652 | 0.18% | 3450 | $-33198 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $354695 | 0.18% | 3685 | $-51373 | 下跌 ×2 | ||
| FNDX | $345366 | 0.17% | 11105 | $44586 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $341039 | 0.17% | 2442 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $337365 | 0.17% | 2468 | $-23671 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $325283 | 0.16% | 1281 | $22911 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $322647 | 0.16% | 269 | $75229 | |||
| QTUM Defiance Quantum ETF | $317695 | 0.16% | 1921 | $95047 | 下跌 ×1 | ||
| IWF | $312908 | 0.16% | 2520 | $44276 | 上涨 ×1 | ||
| HEQT | $310816 | 0.16% | 9267 | $19220 | 上涨 ×1 | ||
| CEPI REX Crypto Equity Premium Income ETF | $309925 | 0.16% | 9148 | $59474 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $300100 | 0.15% | 2047 | $636 | 下跌 ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $298271 | 0.15% | 1971 | $68244 | 上涨 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $291876 | 0.15% | 3731 | $67366 | 上涨 ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $288939 | 0.14% | 2347 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $288264 | 0.14% | 1967 | $16552 | 上涨 ×2 | ||
| VTV | $282219 | 0.14% | 1295 | $23431 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $280929 | 0.14% | 999 | $38781 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $280077 | 0.14% | 3411 | $-57800 | 下跌 ×2 | ||
| COWZ | $272203 | 0.14% | 4376 | $-17892 | 下跌 ×1 | ||
| SPTI | $264366 | 0.13% | 9312 | $-939907 | 下跌 ×2 | ||
| FNDA | $262119 | 0.13% | 6887 | $41595 | 上涨 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $260107 | 0.13% | 10595 | $7287 | 上涨 ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $254668 | 0.13% | 4236 | $51057 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $250825 | 0.13% | 1357 | $-2531 | 下跌 ×2 | ||
| IJR | $248050 | 0.12% | 1673 | $40144 | 上涨 ×1 | ||
| OMC Omnicom Group Inc. Common Stock | $243616 | 0.12% | 3345 | $28380 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $237258 | 0.12% | 314 | $-716 | 上涨 ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $225830 | 0.11% | 3442 | 上涨 ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $219234 | 0.11% | 748 | $-16898 | 下跌 ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $210071 | 0.11% | 1468 | ||||
| LRNZ | $204940 | 0.10% | 3176 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPTS | 削减 | -747K | -$21.9M |
| SPYM | 增持 | +83K | +$7.6M |
| XLK | 削减 | -14K | +$5.9M |
| XLF | 增持 | +93K | +$5.4M |
| XLV | 增持 | +30K | +$5.0M |
| XLY | 削减 | -43K | -$4.4M |
| BCI | 增持 | +209K | +$4.3M |
| GLD | 削减 | -7K | -$3.6M |
| CTA | 增持 | +22K | -$3.5M |
| XLP | 削减 | -40K | -$3.3M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SPTL | 2026年3月31日 | 249946 | $6616077 | 不再跟踪 |
| GOOGL | 2026年6月30日 | 5897 | $1695606 | -4.0% |
| GOOG | 2026年6月30日 | 3741 | $1073217 | -3.7% |
| VGK | 2026年6月30日 | 12864 | $1060387 | 不再跟踪 |
| SBUX | 2026年6月30日 | 3548 | $317890 | 3.1% |
| ADBE | 2026年3月31日 | 794 | $277892 | 12.7% |
| AVGO | 2026年6月30日 | 818 | $253179 | -3.6% |
| CRM | 2026年6月30日 | 1356 | $253040 | 31.3% |
| KMX | 2026年3月31日 | 6520 | $251933 | 44.6% |
| SHW | 2026年6月30日 | 778 | $249438 | -0.2% |
| BK | 2026年6月30日 | 2059 | $244259 | 不再跟踪 |
| ABNB | 2026年3月31日 | 1739 | $236017 | 47.5% |
| ADSK | 2026年6月30日 | 976 | $233654 | 30.4% |
| CHKP | 2026年6月30日 | 1577 | $225274 | 1.0% |
| WMT | 2026年6月30日 | 1803 | $224101 | -7.9% |
| DEO | 2026年3月31日 | 2449 | $211297 | 25.6% |