Independence Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Independence Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 1.99 亿美元。前几大持仓：XLK（12.86%）、CTA（12.67%）、SPTS（5.90%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $25.6M | 12.86% | 134,615 | 减持 |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $25.3M | 12.67% | 973,762 | 增持 |
| 3 | SPTS | SPDR SERIES TRUST | $11.8M | 5.90% | 405,465 | 减持 |
| 4 | XLF | SELECT SECTOR SPDR TR | $10.6M | 5.33% | 198,303 | 增持 |
| 5 | SPYM | SPDR SERIES TRUST | $10.0M | 5.00% | 113,481 | 增持 |
| 6 | BCI | ABRDN ETFS | $9.2M | 4.63% | 413,098 | 增持 |
| 7 | XLV | SELECT SECTOR SPDR TR | $8.5M | 4.25% | 53,394 | 增持 |
| 8 | SPTL | SPDR SERIES TRUST | $7.3M | 3.68% | 279,912 | 新建仓 |
| 9 | SPYI | NEOS ETF TRUST | $6.1M | 3.04% | 114,083 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $5.7M | 2.87% | 7,789 | 增持 |
| 11 | QQQI | NEOS ETF TRUST | $5.4M | 2.68% | 94,227 | 增持 |
| 12 | EEM | ISHARES TR | $4.8M | 2.40% | 69,860 | 增持 |
| 13 | IWM | ISHARES TR | $4.2M | 2.09% | 13,886 | 增持 |
| 14 | XLE | SELECT SECTOR SPDR TR | $4.1M | 2.04% | 76,512 | 增持 |
| 15 | XLY | SELECT SECTOR SPDR TR | $3.9M | 1.98% | 33,650 | 减持 |
| 16 | EFA | ISHARES TR | $3.4M | 1.69% | 32,350 | 增持 |
| 17 | XLC | SELECT SECTOR SPDR TR | $3.4M | 1.69% | 31,379 | 增持 |
| 18 | GLD | SPDR GOLD TR | $3.2M | 1.59% | 8,624 | 减持 |
| 19 | IWMI | NEOS ETF TRUST | $2.9M | 1.47% | 54,710 | 增持 |
| 20 | XLI | SELECT SECTOR SPDR TR | $2.8M | 1.42% | 15,281 | 减持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.05% | 2,799 | 增持 |
| 22 | AAPL | APPLE INC | $2.0M | 1.01% | 6,986 | 增持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.7M | 0.83% | 3,464 | 减持 |
| 24 | XLP | SELECT SECTOR SPDR TR | $1.6M | 0.83% | 19,843 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.82% | 4,360 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR