Independence Wealth Advisors, LLC
- SEC CIK
- 0002001765
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 85
- 較 2026 年第 1 季 −5
- 總值
- $1.99 億
- 較 2026 年第 1 季 +$1,171 萬 (+6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 134,615 | $2,564 萬 | 12.9% | −13,692−9.2% | 減碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 973,762 | $2,526 萬 | 12.7% | +22,288+2.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 405,465 | $1,176 萬 | 5.9% | −746,509−64.8% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 198,303 | $1,063 萬 | 5.3% | +92,775+87.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 113,481 | $997.3 萬 | 5.0% | +82,701+268.7% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 413,098 | $922.9 萬 | 4.6% | +208,502+101.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 53,394 | $847.1 萬 | 4.2% | +29,785+126.2% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 279,912 | $734.2 萬 | 3.7% | +279,912 | 新進 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 114,083 | $605.7 萬 | 3.0% | +7,598+7.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,789 | $572.7 萬 | 2.9% | +6,557+532.2% | 加碼 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 94,227 | $535.1 萬 | 2.7% | +8,575+10.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 69,860 | $477.9 萬 | 2.4% | +38,767+124.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,886 | $416.8 萬 | 2.1% | +1,443+11.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 76,512 | $406.4 萬 | 2.0% | +6,163+8.8% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 33,650 | $394.6 萬 | 2.0% | −43,001−56.1% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 31,379 | $336.2 萬 | 1.7% | +1,737+5.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,350 | $336.0 萬 | 1.7% | +15,018+86.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,624 | $317.9 萬 | 1.6% | −7,231−45.6% | 減碼 | 歷史 |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 54,710 | $292.8 萬 | 1.5% | +6,957+14.6% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,281 | $283.0 萬 | 1.4% | −1,136−6.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,799 | $208.9 萬 | 1.0% | +242+9.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,986 | $202.1 萬 | 1.0% | +41+0.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,464 | $165.4 萬 | 0.8% | −378−9.8% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,843 | $164.8 萬 | 0.8% | −40,137−66.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,360 | $162.6 萬 | 0.8% | +109+2.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,970 | $142.4 萬 | 0.7% | −206−9.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,968 | $136.1 萬 | 0.7% | −10−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,334 | $127.1 萬 | 0.6% | −81−1.5% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 13,446 | $125.4 萬 | 0.6% | +1,055+8.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,219 | $125.0 萬 | 0.6% | +65+3.0% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 10,505 | $123.0 萬 | 0.6% | +1,587+17.8% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,135 | $122.2 萬 | 0.6% | +2,142+17.9% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 6,496 | $115.8 萬 | 0.6% | +521+8.7% | 加碼依 25 比 1 拆股換算 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 10,601 | $108.4 萬 | 0.5% | +5,001+89.3% | 加碼 | – |
| MAMastercard Inc | Stock | 1,816 | $93.3 萬 | 0.5% | −109−5.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,927 | $91.6 萬 | 0.5% | +62+0.6% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 15,843 | $80.5 萬 | 0.4% | −249−1.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,354 | $78.8 萬 | 0.4% | +253+6.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,308 | $78.5 萬 | 0.4% | +221+1.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,566 | $78.4 萬 | 0.4% | +202+14.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,036 | $66.6 萬 | 0.3% | +184+9.9% | 加碼 | 歷史 |
| ETF Opportunities Trust26923N744 | REX FANG & INNOV | 15,236 | $65.7 萬 | 0.3% | +515+3.5% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 14,244 | $62.7 萬 | 0.3% | −328−2.3% | 減碼 | – |
| ETF Opportunities Trust26923N538 | ETP | 16,493 | $61.3 萬 | 0.3% | +624+3.9% | 加碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 3,025 | $58.4 萬 | 0.3% | −437−12.6% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,485 | $57.4 萬 | 0.3% | −10−0.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 696 | $52.1 萬 | 0.3% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 1,705 | $48.3 萬 | 0.2% | −17−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,468 | $47.1 萬 | 0.2% | −64−1.2% | 減碼依 6 比 1 拆股換算 | – |
| ADIAnalog Devices Inc | Stock | 1,106 | $43.9 萬 | 0.2% | +140+14.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,116 | $42.3 萬 | 0.2% | +573+12.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,679 | $42.0 萬 | 0.2% | +256+10.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,069 | $37.9 萬 | 0.2% | +139+14.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,450 | $35.9 萬 | 0.2% | +481+16.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,685 | $35.5 萬 | 0.2% | −528−12.5% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 11,105 | $34.5 萬 | 0.2% | +305+2.8% | 加碼 | – |
| INTCIntel Corp | Stock | 2,442 | $34.1 萬 | 0.2% | +2,442 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,468 | $33.7 萬 | 0.2% | +340+16.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,281 | $32.5 萬 | 0.2% | +44+3.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 269 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 1,921 | $31.8 萬 | 0.2% | −154−7.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,520 | $31.3 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 9,267 | $31.1 萬 | 0.2% | +10+0.1% | 加碼 | – |
| ETF Opportunities Trust26923N439 | ETP | 9,148 | $31.0 萬 | 0.2% | +352+4.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,047 | $30.0 萬 | 0.2% | −26−1.3% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,971 | $29.8 萬 | 0.1% | +508+34.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,731 | $29.2 萬 | 0.1% | +1,140+44.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,347 | $28.9 萬 | 0.1% | +2,347 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,967 | $28.8 萬 | 0.1% | +120+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,295 | $28.2 萬 | 0.1% | −24−1.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 999 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,411 | $28.0 萬 | 0.1% | −681−16.6% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,376 | $27.2 萬 | 0.1% | −261−5.6% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 9,312 | $26.4 萬 | 0.1% | −32,707−77.8% | 減碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,887 | $26.2 萬 | 0.1% | +87+1.3% | 加碼 | – |
| CMCSAComcast Corp | Stock | 10,595 | $26.0 萬 | 0.1% | +1,789+20.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,236 | $25.5 萬 | 0.1% | +662+18.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,357 | $25.1 萬 | 0.1% | −610−31.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,673 | $24.8 萬 | 0.1% | +1+0.1% | 加碼 | – |
| OMCOmnicom Group Inc. | COM | 3,345 | $24.4 萬 | 0.1% | +487+17.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 314 | $23.7 萬 | 0.1% | +39+14.2% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 3,442 | $22.6 萬 | 0.1% | +3,442 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 748 | $21.9 萬 | 0.1% | −65−8.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,468 | $21.0 萬 | 0.1% | +1,468 | 新進 | 歷史 |
| Elevation Series Trust210322756 | TRUESHS TECH AI | 3,176 | $20.5 萬 | 0.1% | +3,176 | 新進 | – |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 5,897 | $169.6 萬 | 0.9% | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,741 | $107.3 萬 | 0.6% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,864 | $106.0 萬 | 0.6% | – |
| SBUXStarbucks Corp | Stock | 3,548 | $31.8 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 818 | $25.3 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,356 | $25.3 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 778 | $24.9 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,059 | $24.4 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 976 | $23.4 萬 | 0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,577 | $22.5 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 1,803 | $22.4 萬 | 0.1% | 歷史 |