IW

Ibex Wealth Advisors

分散型投资策略趋势追踪型行业集中型

申报总市值

US$10.7亿

申报季度: 2026-03-31 · 持股只数: 203

IBEX WEALTH ADVISORS在最新一期 13F 报告中披露了 203 项持股，申报期为 2026-03-31，总持股市值约为 US$10.7亿，季度换手率为 42.2%。

浏览其他10 亿至 100 亿美元机构浏览其他以“I”开头的机构

机构性格雪花图

集中度
9.79
持仓稳定性
42.2
动能／逆势
100
行业集中度
94.43
多样化
100
仓位均衡度
80.03

近期动向

  • 减仓 AVGO

    -13.1%　-US$1296.6万

  • 减仓 NVDA

    -0.4%　-US$871.2万

  • 减仓 MSFT

    -10.8%　-US$1245.4万

  • 减仓 APP

    +1.7%　-US$1208.9万

  • 减仓 PLTR

    -3.6%　-US$697.1万

  • 减仓 COF

    -37.4%　-US$774.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技11.04%-1.43%-0.38%
2AVGOBroadcom INC股票-科技4.21%-1.48%-13.08%
3AAPLApple INC股票-科技2.78%—+3.69%
4MSFTMicrosoft CORP股票-科技2.50%-1.35%-10.79%
5PLTRPalantir Technologies Inc-a股票-科技2.49%-0.81%-3.64%
6WMBWilliams Cos INC股票-能源2.41%+0.37%+2.76%
7MINTPimco Enhanced Short MaturitETF-其他2.39%+2.39%NEW
8VRTVertiv Holdings Co-a股票-工业2.32%+0.77%+1.94%
9JXNJackson Financial Inc-a股票-金融1.97%—+1.83%
10TBILF/m US Treasury 3 Month BillETF-政府公债1.81%+0.21%+19.66%
11GOOGLAlphabet Inc-cl A股票-通信服务1.77%—+4.30%
12KMIKinder Morgan INC股票-能源1.75%+0.29%+3.75%
13APPApplovin Corp-class A股票-科技1.69%-1.28%+1.74%
14ABBVAbbvie INC股票-医疗保健1.68%+0.35%+39.75%
15MUMicron Technology INC股票-科技1.61%—+1.25%
16AMZNAmazon.com INC股票-周期性消费1.60%—+4.64%
17TAt&t INC股票-通信服务1.58%+0.24%+5.81%
18OKEOneok INC股票-能源1.57%+0.27%+3.49%
19VZVerizon Communications INC股票-通信服务1.53%+0.32%+7.47%
20AMGNAmgen INC股票-医疗保健1.43%+0.50%+51.34%
21XOMExxon Mobil CORP股票-能源1.40%+1.40%NEW
22SHELShell Plc-adr股票-能源1.39%+0.29%+4.88%
23NLYAnnaly Capital Management In股票-房地产1.32%—+7.43%
24TSMTaiwan Semiconductor-sp Adr股票-科技1.16%—+10.85%
25MRKMerck & Co. INC.股票-医疗保健1.13%—+6.61%
26CVXChevron CORP股票-能源1.09%+0.31%+7.89%
27VVisa Inc-class A Shares股票-金融1.01%—+2.42%
28IBKRInteractive Brokers Gro-cl A股票-金融1.00%—+3.40%
29PFEPfizer INC股票-医疗保健0.98%—+10.43%
30CMECme Group INC股票-金融0.96%—+6.92%
31METAMeta Platforms Inc-class A股票-通信服务0.94%—+3.68%
32PANWPalo Alto Networks INC股票-科技0.88%—-13.93%
33WWDWoodward INC股票-工业0.88%+0.88%NEW
34CTRECaretrust Reit INC股票-房地产0.86%—+7.63%
35GEVGE Vernova INC股票-工业0.85%+0.55%+122.40%
36ANETArista Networks INC股票-科技0.85%—+5.07%
37KIMKimco Realty CORP股票-房地产0.84%—+17.82%
38HWMHowmet Aerospace INC股票-工业0.84%—+6.02%
39TFCTruist Financial CORP股票-金融0.83%—+6.15%
40NFGNational Fuel Gas Co股票-能源0.82%—+7.67%
41LRCXLam Research CORP股票-科技0.79%+0.51%+135.10%
42ADCAgree Realty CORP股票-房地产0.76%—+9.65%
43SNEXStonex Group INC股票-金融0.75%—+63.32%
44HSTHost Hotels & Resorts INC股票-房地产0.73%+0.73%NEW
45APHAmphenol Corp-cl A股票-科技0.72%+0.72%NEW
46QQQInvesco Qqq Trust Series 1ETF-科技型0.71%—+0.57%
47AEPAmerican Electric Power股票-公用事业0.70%—+5.59%
48LAMRLamar Advertising Co-a股票-房地产0.70%—+10.70%
49LLYEli Lilly & Co股票-医疗保健0.69%—+12.92%
50JPMJpmorgan Chase & Co股票-金融0.69%—+2.06%
1–50 of 203

本季持股变动

Ibex Wealth Advisors 在 2026-03-31 最显著的持仓异动： 新建仓: Pimco Enhanced Short Maturit (MINT); 新建仓: Exxon Mobil CORP (XOM); 清仓: Unum Group (UNM); 新建仓: Woodward INC (WWD); 新建仓: Host Hotels & Resorts INC (HST).

Ibex Wealth Advisors 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VRTVertiv Holdings Co-a+0.8%+1.94%加仓
2IVZInvesco Ltd.+0.6%+1532.29%加仓
3GEVGE Vernova INC+0.6%+122.40%加仓
4LRCXLam Research CORP+0.5%+135.10%加仓
5AMGNAmgen INC+0.5%+51.34%加仓
6WMBWilliams Cos INC+0.4%+2.76%加仓
7ABBVAbbvie INC+0.4%+39.75%加仓
8VZVerizon Communications INC+0.3%+7.47%加仓
9CVXChevron CORP+0.3%+7.89%加仓
10KMIKinder Morgan INC+0.3%+3.75%加仓
11SHELShell Plc-adr+0.3%+4.88%加仓
12OKEOneok INC+0.3%+3.49%加仓
13TAt&t INC+0.2%+5.81%加仓
14TBILF/m US Treasury 3 Month Bill+0.2%+19.66%加仓
15GSGoldman Sachs Group INC-0.5%-69.31%减仓
16MSMorgan Stanley-0.5%-77.15%减仓
17GOOGAlphabet Inc-cl C-0.6%-88.74%减仓
18WFCWells Fargo & Co-0.6%-89.87%减仓
19GILDGilead Sciences INC-0.6%-77.65%减仓
20IBMIntl Business Machines CORP-0.6%-36.23%减仓
21AXPAmerican Express Co-0.6%-81.68%减仓
22GEGeneral Electric-0.6%-77.89%减仓
23MAMastercard INC - A-0.7%-92.96%减仓
24COFCapital One Financial CORP-0.8%-37.35%减仓
25PLTRPalantir Technologies Inc-a-0.8%-3.64%减仓
26APPApplovin Corp-class A-1.3%+1.74%加仓
27MSFTMicrosoft CORP-1.4%-10.79%减仓
28NVDANvidia CORP-1.4%-0.38%减仓
29AVGOBroadcom INC-1.5%-13.08%减仓
30MINTPimco Enhanced Short Maturit—NEW新建仓
31XOMExxon Mobil CORP—NEW新建仓
32UNMUnum Group—EXIT清仓
33WWDWoodward INC—NEW新建仓
34HSTHost Hotels & Resorts INC—NEW新建仓
35APHAmphenol Corp-cl A—NEW新建仓
36VICIVici Properties INC—EXIT清仓
37UBERUber Technologies INC—EXIT清仓
38CATCaterpillar INC—NEW新建仓
39SLGSl Green Realty CORP—NEW新建仓
40AMCRAmcor plc—NEW新建仓
41VIRTVirtu Financial Inc-class A—EXIT清仓
42DLRDigital Realty Trust INC—EXIT清仓
43SMGScotts Miracle-gro Co—EXIT清仓
44LINLinde plc—NEW新建仓
45PMPhilip Morris International—NEW新建仓
46CSCOCisco Systems INC—NEW新建仓
47HRBH&r Block INC—EXIT清仓
48INTCIntel CORP—EXIT清仓
49TMOThermo Fisher Scientific INC—EXIT清仓
50PGRProgressive CORP—NEW新建仓

FAQ

Ibex Wealth Advisors 是什么机构？属于哪种投资人类型？
Ibex Wealth Advisors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$10.7亿，分布在 203 个已申报仓位之中。
Ibex Wealth Advisors 目前前几大持股有哪些？
根据最新 13F 申报，Ibex Wealth Advisors 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1.2亿 (11.0%) 2. Broadcom INC (AVGO) — US$4526.6万 (4.2%) 3. Apple INC (AAPL) — US$2985.3万 (2.8%) 4. Microsoft CORP (MSFT) — US$2681.5万 (2.5%) 5. Palantir Technologies Inc-a (PLTR) — US$2670.3万 (2.5%)
Ibex Wealth Advisors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ibex Wealth Advisors 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 15 个既有持股、减仓 14 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Pimco Enhanced Short Maturit (MINT); 新建仓: Exxon Mobil CORP (XOM); 清仓: Unum Group (UNM); 新建仓: Woodward INC (WWD); 新建仓: Host Hotels & Resorts INC (HST)
Ibex Wealth Advisors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ibex Wealth Advisors 的主要板块分布如下： • Information Technology: 52.4% • Health Care: 11.5% • Communication Services: 10.6% • Financials: 8.0% • Industrials: 8.0% • Energy: 4.2%

同行推荐

资产规模相近的机构

JI

Jia Investment Alliance Pte. LTD.

申报总市值

US$10.7亿

23 stks

2026-06-30

集中度25.3
持仓稳定性23.5
行业集中度98.1

资产规模与本机构相差仅 0.0%

查看详情
KF

Kmg Fiduciary Partners, LLC

申报总市值

US$10.8亿

207 stks

2026-06-30

集中度8.7
持仓稳定性37.9
行业集中度63.6

资产规模与本机构相差仅 0.2%

查看详情
GL

Graves Light Lenhart Wealth, Inc.

申报总市值

US$10.7亿

203 stks

2026-06-30

集中度14.2
持仓稳定性13.0
行业集中度45.9

资产规模与本机构相差仅 0.2%

查看详情

风格推荐

持仓风格相似的机构

HW

Hedeker Wealth, LLC

申报总市值

US$4.7亿

87 stks

2026-03-31

集中度10.3
持仓稳定性27.6
行业集中度66.4

前五大持仓重叠 5/5 档，同样重仓 Palantir Technologies Inc-a

查看详情
JA

Jennison Associates LLC

申报总市值

US$1454.1亿

780 stks

2026-03-31

集中度11.6
持仓稳定性28.8
行业集中度67.3

前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP

查看详情
PT

Price T Rowe Associates INC /md/

申报总市值

US$8649.3亿

4,549 stks

2026-03-31

集中度7.0
持仓稳定性23.6
行业集中度52.8

前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP

查看详情