Independence Wealth Advisors, LLC
- SEC CIK
- 0002001765
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/9 申報。只含多頭部位。
- 持股檔數
- 83
- 2025 年第 3 季沒有申報
- 總值
- $1.78 億
- 2025 年第 3 季沒有申報
Independence Wealth Advisors, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 890,051 | $2,426 萬 | 13.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 138,203 | $1,990 萬 | 11.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 23,807 | $943.5 萬 | 5.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 112,084 | $899.1 萬 | 5.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 71,137 | $849.4 萬 | 4.8% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 52,091 | $806.4 萬 | 4.5% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 242,464 | $699.3 萬 | 3.9% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 249,946 | $661.6 萬 | 3.7% | – | – | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 102,789 | $539.9 萬 | 3.0% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 64,017 | $497.3 萬 | 2.8% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 85,943 | $470.7 萬 | 2.6% | – | – | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 223,184 | $435.9 萬 | 2.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 78,274 | $428.2 萬 | 2.4% | – | – | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 73,123 | $393.8 萬 | 2.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 15,254 | $375.5 萬 | 2.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,821 | $315.2 萬 | 1.8% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 26,093 | $307.2 萬 | 1.7% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 97,297 | $284.9 萬 | 1.6% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,220 | $251.6 萬 | 1.4% | – | – | – |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 44,149 | $214.9 萬 | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 6,656 | $208.3 萬 | 1.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,286 | $201.9 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 6,945 | $188.8 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,838 | $185.6 萬 | 1.0% | – | – | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 20,056 | $161.9 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,005 | $136.7 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,935 | $127.7 萬 | 0.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,092 | $124.4 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,463 | $121.5 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,099 | $117.7 萬 | 0.7% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,779 | $115.3 萬 | 0.6% | – | – | – |
| MAMastercard Inc | Stock | 1,990 | $113.6 萬 | 0.6% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 189 | $101.3 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,971 | $93.2 萬 | 0.5% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,611 | $86.0 萬 | 0.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,733 | $84.1 萬 | 0.5% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 18,463 | $83.7 萬 | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,137 | $79.6 萬 | 0.4% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 6,796 | $78.2 萬 | 0.4% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,730 | $71.4 萬 | 0.4% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,181 | $65.3 萬 | 0.4% | – | – | – |
| ETF Opportunities Trust26923N744 | REX FANG & INNOV | 13,906 | $63.3 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 904 | $61.9 萬 | 0.3% | – | – | – |
| CORCencora, Inc. | Stock | 1,793 | $60.5 萬 | 0.3% | – | – | 歷史 |
| ETF Opportunities Trust26923N538 | ETP | 14,764 | $59.1 萬 | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,097 | $53.9 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,502 | $51.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,407 | $50.8 萬 | 0.3% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,348 | $47.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 922 | $45.0 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,677 | $42.9 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,294 | $41.7 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,417 | $37.5 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 742 | $37.3 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,060 | $35.2 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,179 | $35.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,143 | $34.3 萬 | 0.2% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,715 | $31.8 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,052 | $31.1 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 630 | $29.8 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,073 | $29.7 萬 | 0.2% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 9,257 | $29.7 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 999 | $29.6 萬 | 0.2% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 10,800 | $29.4 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 269 | $28.9 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 818 | $28.3 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,444 | $28.1 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 3,014 | $28.1 萬 | 0.2% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,637 | $27.9 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 794 | $27.8 萬 | 0.2% | – | – | 歷史 |
| ETF Opportunities Trust26923N439 | ETP | 8,081 | $27.2 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,237 | $25.6 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 778 | $25.2 萬 | 0.1% | – | – | 歷史 |
| KMXCarMax Inc | COM | 6,520 | $25.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,319 | $25.2 萬 | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 1,738 | $24.0 萬 | 0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,739 | $23.6 萬 | 0.1% | – | – | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 2,075 | $22.8 萬 | 0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 896 | $22.1 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,800 | $21.4 萬 | 0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 2,449 | $21.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,672 | $20.1 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,803 | $20.1 萬 | 0.1% | – | – | 歷史 |