International Private Wealth Advisors LLC 13F 持仓 · 2026年Q2
International Private Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 160 只证券,申报市值合计 1.94 亿美元。前几大持仓:SPY(5.95%)、DFAU(4.98%)、TLT(3.79%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 5.95% | 15,488 | 增持 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $9.7M | 4.98% | 187,100 | 增持 |
| 3 | TLT | ISHARES TR | $7.4M | 3.79% | 85,097 | 增持 |
| 4 | AAPL | APPLE INC | $5.9M | 3.04% | 20,436 | 增持 |
| 5 | MBB | ISHARES TR | $5.4M | 2.77% | 56,994 | 增持 |
| 6 | AMZN | AMAZON COM INC | $5.2M | 2.67% | 21,792 | 增持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $4.9M | 2.53% | 97,716 | 减持 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $4.7M | 2.41% | 85,888 | 增持 |
| 9 | XLSR | SSGA ACTIVE TR | $4.4M | 2.29% | 68,536 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $4.4M | 2.26% | 11,766 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $4.3M | 2.20% | 21,397 | 增持 |
| 12 | SPYM | SPDR SERIES TRUST | $4.3M | 2.19% | 48,511 | 增持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $4.2M | 2.14% | 4,452 | 增持 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $4.1M | 2.13% | 97,878 | 增持 |
| 15 | IEI | ISHARES TR | $3.7M | 1.90% | 31,467 | 减持 |
| 16 | CERY | SPDR SERIES TRUST | $3.7M | 1.88% | 109,387 | 减持 |
| 17 | ABBV | ABBVIE INC | $3.6M | 1.86% | 14,379 | 增持 |
| 18 | GOOG | ALPHABET INC | $3.5M | 1.80% | 9,903 | 增持 |
| 19 | LLY | ELI LILLY & CO | $2.9M | 1.51% | 2,450 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $2.7M | 1.37% | 3,610 | 减持 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $2.4M | 1.26% | 35,048 | 增持 |
| 22 | DUHP | DIMENSIONAL ETF TRUST | $2.4M | 1.21% | 56,340 | 增持 |
| 23 | SPEM | SPDR INDEX SHS FDS | $2.3M | 1.20% | 45,012 | 增持 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $2.2M | 1.12% | 52,567 | 增持 |
| 25 | IJR | ISHARES TR | $2.1M | 1.09% | 14,305 | 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