Independent Wealth Advisors LLC
CIK 2136099 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $110.5M
- 持仓
- 77
- 截至
- 2026年6月30日
按 13F 价值排名第 8199（共 9443） · 前 86.8%
投资组合价值同比（季度）：+8.5% 13F不披露现金
- 前十大持仓权重
- 52.31%
- 前二十五大持仓权重
- 78.32%
- 持仓高于 1%
- 25
- 有效持仓数量
- 28.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.05% 估计买入 $16133957 · 卖出 $4295521
- 新仓位
- 10
- 增加
- 45
- 减少
- 18
- 已结清
- 3
本页内容
行业细分
Technology
1.9%
Communication Services
0.5%
Consumer Discretionary
0.4%
Energy
0.3%
其他/未映射
97.0%
完整投资组合 77 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GLD | $9722954 | 8.80% | 26394 | $-1692555 | 下跌 ×2 | ||
| HEQT | $6870497 | 6.22% | 204845 | $1017500 | 上涨 ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6368681 | 5.76% | 77563 | $2427788 | 上涨 ×2 | ||
| SPD | $6205961 | 5.62% | 149614 | $791202 | 上涨 ×2 | ||
| CSHI | $5262421 | 4.76% | 105650 | $-1121533 | 下跌 ×1 | ||
| USFR | $5175138 | 4.68% | 102783 | $-439464 | 下跌 ×2 | ||
| NOBL | $5144352 | 4.65% | 91602 | $412845 | 上涨 ×2 | ||
| HOLA | $5132495 | 4.64% | 92692 | $600594 | 上涨 ×2 | ||
| SSUS | $4272819 | 3.87% | 77252 | $757994 | 上涨 ×1 | ||
| MGC | $3654913 | 3.31% | 13357 | $473728 | 下跌 ×1 | ||
| SPY SPY | $3370352 | 3.05% | 4513 | $481106 | 上涨 ×2 | ||
| IAU | $3273057 | 2.96% | 43346 | $-475153 | 上涨 ×1 | ||
| MGK | $2363141 | 2.14% | 26881 | $241696 | 上涨 ×2 | ||
| SLV | $2289035 | 2.07% | 42810 | $-654990 | 下跌 ×2 | ||
| RSP | $2182765 | 1.98% | 10259 | $578528 | 上涨 ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2019029 | 1.83% | 87956 | $-4902 | 上涨 ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1967319 | 1.78% | 88041 | $39725 | 上涨 ×2 | ||
| PSCI Invesco S&P SmallCap Industrials ETF | $1696860 | 1.54% | 9120 | $296972 | 上涨 ×2 | ||
| HDV | $1684332 | 1.52% | 61449 | $73509 | 上涨 ×2 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1549959 | 1.40% | 71279 | $73409 | 上涨 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1400502 | 1.27% | 14674 | $474120 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1323656 | 1.20% | 4574 | $196298 | 上涨 ×2 | ||
| VTV | $1252495 | 1.13% | 5747 | $126890 | 上涨 ×1 | ||
| VBR | $1218067 | 1.10% | 5013 | $12547 | 下跌 ×1 | ||
| VT | $1151176 | 1.04% | 7335 | $134205 | 下跌 ×2 | ||
| IOO | $1051241 | 0.95% | 7696 | $142007 | 上涨 ×2 | ||
| ALLW SPDR Bridgewater All Weather ETF | $998607 | 0.90% | 34117 | $543525 | 上涨 ×1 | ||
| CDX | $968299 | 0.88% | 45848 | $-1216708 | 下跌 ×2 | ||
| HDG | $954008 | 0.86% | 17434 | $655701 | 上涨 ×1 | ||
| TCAF | $889366 | 0.80% | 21639 | $140692 | 上涨 ×1 | ||
| IWM | $887185 | 0.80% | 2953 | $195159 | 上涨 ×2 | ||
| ITA ITA | $811485 | 0.73% | 3347 | $59540 | 下跌 ×1 | ||
| PSI | $746101 | 0.68% | 3972 | $371205 | |||
| MGV | $714364 | 0.65% | 4371 | $8492 | 下跌 ×1 | ||
| VOE | $713674 | 0.65% | 3612 | $63773 | 上涨 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $632591 | 0.57% | 6284 | $2487 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $631273 | 0.57% | 857 | $-6649 | 下跌 ×1 | ||
| VEU | $606235 | 0.55% | 7239 | $92892 | 上涨 ×2 | ||
| CARY Angel Oak Income ETF | $606153 | 0.55% | 29170 | $47104 | 上涨 ×1 | ||
| SCHD | $507271 | 0.46% | 15997 | $18148 | 上涨 ×2 | ||
| IWB | $493888 | 0.45% | 1206 | $59604 | 下跌 ×1 | ||
| VO | $491760 | 0.44% | 6103 | $53807 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $480856 | 0.44% | 1289 | $11089 | 上涨 ×2 | ||
| IJR | $477918 | 0.43% | 3222 | $249435 | 上涨 ×1 | ||
| VB | $468257 | 0.42% | 1545 | $64515 | 上涨 ×1 | ||
| GDX GDX | $460138 | 0.42% | 6099 | $-113293 | 下跌 ×2 | ||
| SMH SMH | $442570 | 0.40% | 675 | 上涨 ×1 | |||
| VGT | $404629 | 0.37% | 3385 | $109402 | 上涨 ×1 | ||
| IVE | $389273 | 0.35% | 1714 | $30894 | 上涨 ×2 | ||
| VWO | $386498 | 0.35% | 6475 | $59837 | 上涨 ×1 | ||
| VUG | $385014 | 0.35% | 4470 | $59762 | 上涨 ×2 | ||
| XAR | $378148 | 0.34% | 1332 | $39746 | |||
| VTI | $374182 | 0.34% | 1011 | $20018 | 下跌 ×1 | ||
| IWY | $368216 | 0.33% | 1267 | $52936 | |||
| IWF | $345123 | 0.31% | 2779 | $49078 | 上涨 ×1 | ||
| IVV | $340594 | 0.31% | 455 | $44300 | 上涨 ×2 | ||
| VOO | $336307 | 0.30% | 490 | $29036 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $336240 | 0.30% | 3933 | $16207 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $327683 | 0.30% | 2397 | 上涨 ×1 | |||
| FLOT | $325189 | 0.29% | 6370 | $-1639 | 下跌 ×1 | ||
| BAI | $321908 | 0.29% | 6106 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $294560 | 0.27% | 824 | $57569 | |||
| XLE XLE | $285446 | 0.26% | 5375 | $-41877 | 上涨 ×1 | ||
| XLU XLU | $277716 | 0.25% | 6125 | $-2568 | 上涨 ×2 | ||
| ILCV | $268748 | 0.24% | 2655 | $22011 | 上涨 ×2 | ||
| IVW | $264403 | 0.24% | 1923 | $54871 | 上涨 ×1 | ||
| VYM | $262082 | 0.24% | 1658 | $46735 | 上涨 ×2 | ||
| PSL Invesco Dorsey Wright Consumer Staples Momentum ETF | $258302 | 0.23% | 2306 | $8140 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $247779 | 0.22% | 701 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $245262 | 0.22% | 872 | $42640 | 上涨 ×2 | ||
| DFVX | $226592 | 0.21% | 2756 | 上涨 ×1 | |||
| XLK XLK | $226130 | 0.20% | 1187 | 上涨 ×1 | |||
| CHAT | $223095 | 0.20% | 2261 | 上涨 ×1 | |||
| IEMG | $213089 | 0.19% | 2572 | 上涨 ×1 | |||
| HYG | $206194 | 0.19% | 2578 | $-89920 | 下跌 ×1 | ||
| DFLV | $205499 | 0.19% | 5197 | 上涨 ×1 | |||
| IJJ | $204606 | 0.19% | 1385 | 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 |
|---|---|---|---|
| SHY | 增持 | +30K | +$2.4M |
| GLD | 削减 | -136 | -$1.7M |
| CDX | 削减 | -57K | -$1.2M |
| CSHI | 削减 | -23K | -$1.1M |
| HEQT | 增持 | +19K | +$1.0M |
| SPD | 增持 | +730 | +$791K |
| SSUS | 增持 | +2K | +$758K |
| HDG | 增持 | +12K | +$656K |
| SLV | 削减 | -396 | -$655K |
| HOLA | 增持 | +7K | +$601K |
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 |
|---|---|---|---|---|
| DIA | 2026年6月30日 | 690 | $319522 | 不再跟踪 |
| VIG | 2026年6月30日 | 1328 | $285596 | 不再跟踪 |
| VZ | 2026年6月30日 | 4629 | $232391 | 16.8% |
| BAI | 2026年3月31日 | 6047 | $201365 | 不再跟踪 |