Integrated Investment Consultants, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001665337
$5.25亿2026Q2 申报市值
271持仓数
38.8%前十大占比 · 第一大 6.2%
24 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$1,716.54万
XOM 新建仓+$246.43万
MEAR 加仓+$137.57万
VONG 加仓+$114.78万
VONV 加仓+$105.11万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$337.71万
EXXON MOBIL CORP 清仓-$308.39万
IWD 减仓-$140.29万
PROSHARES TR II 清仓-$94.64万
VUG 重新持有-$65.90万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,228.76万 | 6.15% | 260,027 | -27,197 | -9.5% | -$337.71万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2,505.63万 | 4.77% | 171,138 | -4,093 | -2.3% | -$59.93万 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $2,171.73万 | 4.14% | 439,042 | -5,289 | -1.2% | -$26.16万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,139.89万 | 4.08% | 31,157 | 24,993 | 405.5% | $1,716.54万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2,040.68万 | 3.89% | 84,176 | -5,787 | -6.4% | -$140.29万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,949.75万 | 3.71% | 209,546 | 7,729 | 3.8% | $71.92万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,895.36万 | 3.61% | 597,717 | -4,255 | -0.7% | -$13.49万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,746.00万 | 3.33% | 141,500 | 9,302 | 7.0% | $114.78万 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $1,383.00万 | 2.63% | 122,412 | -1,065 | -0.9% | -$12.03万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,293.51万 | 2.46% | 136,468 | 3,396 | 2.6% | $32.19万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $1,232.58万 | 2.35% | 5,382,453 | 10,789 | 0.2% | $2.47万 | 加仓 |
| AAPL | APPLE INC COM | $1,191.01万 | 2.27% | 41,160 | -333 | -0.8% | -$9.64万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,130.41万 | 2.15% | 158,654 | -7,447 | -4.5% | -$53.06万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,020.61万 | 1.94% | 199,176 | 860 | 0.4% | $4.41万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $928.05万 | 1.77% | 12,392 | -238 | -1.9% | -$17.82万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $917.43万 | 1.75% | 24,595 | 229 | 0.9% | $8.54万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $853.31万 | 1.63% | 252,161 | -1,277 | -0.5% | -$4.32万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $840.09万 | 1.60% | 110,844 | -1,588 | -1.4% | -$12.04万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $791.39万 | 1.51% | 35,777 | 2,233 | 6.7% | $49.39万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $714.68万 | 1.36% | 72,110 | 10,605 | 17.2% | $105.11万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $682.95万 | 1.30% | 19,110 | -712 | -3.6% | -$25.45万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $667.30万 | 1.27% | 9,062 | 225 | 2.5% | $16.57万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $653.34万 | 1.24% | 29,979 | -2,451 | -7.6% | -$53.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $600.99万 | 1.14% | 18,360 | 5 | 0.0% | $1,637 | 加仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $572.94万 | 1.09% | 113,724 | 27,306 | 31.6% | $137.57万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $501.10万 | 0.95% | 60,490 | 239 | 0.4% | $1.98万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $427.12万 | 0.81% | 62,435 | 1,064 | 1.7% | $7.28万 | 加仓 |
| LLY | ELI LILLY & CO COM | $425.32万 | 0.81% | 3,546 | -9 | -0.3% | -$1.08万 | 减仓 |
| CSCO | CISCO SYS INC COM | $405.46万 | 0.77% | 34,519 | -2,968 | -7.9% | -$34.86万 | 减仓 |
| AMZN | AMAZON COM INC COM | $391.85万 | 0.75% | 16,441 | 98 | 0.6% | $2.34万 | 加仓 |
| MRK | MERCK & CO INC COM | $353.39万 | 0.67% | 27,502 | -49 | -0.2% | -$6,296 | 减仓 |
| ABBV | ABBVIE INC COM | $352.50万 | 0.67% | 14,008 | -187 | -1.3% | -$4.71万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $346.25万 | 0.66% | 12,313 | 17 | 0.1% | $4,781 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $312.92万 | 0.60% | 15,639 | 293 | 1.9% | $5.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $289.38万 | 0.55% | 5,783 | -26 | -0.4% | -$1.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $287.75万 | 0.55% | 11,330 | -1 | -0.0% | -$254 | 减仓 |
| BAC | BANK OF AMER CORP COM | $285.89万 | 0.54% | 50,174 | 6 | 0.0% | $342 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $267.33万 | 0.51% | 9,884 | -22 | -0.2% | -$5,950 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $265.78万 | 0.51% | 26,852 | 365 | 1.4% | $3.61万 | 加仓 |
| WMT | WALMART INC COM | $264.55万 | 0.50% | 23,357 | -66 | -0.3% | -$7,475 | 减仓 |
| RTX | RTX CORPORATION COM | $252.66万 | 0.48% | 13,317 | -7 | -0.1% | -$1,328 | 减仓 |
| META | META PLATFORMS INC CL A | $248.30万 | 0.47% | 4,408 | -90 | -2.0% | -$5.07万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $246.43万 | 0.47% | 18,024 | 18,024 | — | $246.43万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $242.07万 | 0.46% | 6,851 | -633 | -8.5% | -$22.37万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $231.56万 | 0.44% | 22,291 | 1,709 | 8.3% | $17.75万 | 加仓 |
| MCD | MCDONALDS CORP COM | $212.56万 | 0.40% | 7,864 | 159 | 2.1% | $4.30万 | 加仓 |
| AFL | AFLAC INC COM | $204.78万 | 0.39% | 17,465 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $192.50万 | 0.37% | 14,217 | 26 | 0.2% | $3,520 | 加仓 |
| EMR | EMERSON ELEC CO COM | $190.95万 | 0.36% | 13,339 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $166.99万 | 0.32% | 18,403 | -258 | -1.4% | -$2.34万 | 减仓 |
| AVGO | BROADCOM INC COM | $160.51万 | 0.31% | 4,249 | -93 | -2.1% | -$3.51万 | 减仓 |
| SUI | SUN CMNTYS INC COM | $157.37万 | 0.30% | 13,124 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $156.40万 | 0.30% | 10,546 | -35 | -0.3% | -$5,191 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $155.60万 | 0.30% | 11,314 | -403 | -3.4% | -$5.54万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $150.69万 | 0.29% | 18,235 | -258 | -1.4% | -$2.13万 | 减仓 |
| PVAL | PVAL | $148.41万 | 0.28% | 29,129 | 2,125 | 7.9% | $10.83万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP (THE) COM | $148.23万 | 0.28% | 16,065 | -614 | -3.7% | -$5.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $148.03万 | 0.28% | 10,095 | 152 | 1.5% | $2.23万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $143.70万 | 0.27% | 18,532 | -262 | -1.4% | -$2.03万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $140.32万 | 0.27% | 23,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $136.51万 | 0.26% | 14,890 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $134.56万 | 0.26% | 16,557 | -36 | -0.2% | -$2,926 | 减仓 |
| TGT | TARGET CORP COM | $132.67万 | 0.25% | 10,158 | 13 | 0.1% | $1,698 | 加仓 |
| PFE | PFIZER INC COM | $131.84万 | 0.25% | 54,751 | -581 | -1.1% | -$1.40万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $126.26万 | 0.24% | 11,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $125.82万 | 0.24% | 13,072 | 10 | 0.1% | $963 | 加仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $122.78万 | 0.23% | 4,009 | 5 | 0.1% | $1,531 | 加仓 |
| CAT | CATERPILLAR INC COM | $122.04万 | 0.23% | 1,146 | -130 | -10.2% | -$13.84万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $121.84万 | 0.23% | 20,412 | -865 | -4.1% | -$5.16万 | 减仓 |
| VST | VISTRA CORP COM | $114.07万 | 0.22% | 7,191 | -157 | -2.1% | -$2.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $112.41万 | 0.21% | 1,473 | -380 | -20.5% | -$29.00万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $109.30万 | 0.21% | 3,638 | -298 | -7.6% | -$8.95万 | 减仓 |
| RMD | RESMED INC COM | $108.16万 | 0.21% | 5,550 | 12 | 0.2% | $2,339 | 加仓 |
| V | VISA INC COM CL A | $108.15万 | 0.21% | 3,152 | -224 | -6.6% | -$7.69万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $106.33万 | 0.20% | 97,555 | -31 | -0.0% | -$338 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $106.11万 | 0.20% | 15,969 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $104.22万 | 0.20% | 4,080 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $102.32万 | 0.19% | 4,506 | -67 | -1.5% | -$1.52万 | 减仓 |
| FLEX | FLEX LTD ORD | $101.70万 | 0.19% | 6,275 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $99.15万 | 0.19% | 15,765 | 19 | 0.1% | $1,195 | 加仓 |
| SYK | STRYKER CORPORATION COM | $98.26万 | 0.19% | 3,121 | 28 | 0.9% | $8,816 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $96.63万 | 0.18% | 1,033 | -69 | -6.3% | -$6.45万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $96.07万 | 0.18% | 5,796 | -107 | -1.8% | -$1.77万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $94.29万 | 0.18% | 11,443 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $90.83万 | 0.17% | 31,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $90.61万 | 0.17% | 15,725 | -116 | -0.7% | -$6,684 | 减仓 |
| FORM | FORMFACTOR INC COM | $90.20万 | 0.17% | 5,640 | -1,038 | -15.5% | -$16.60万 | 减仓 |
| BA | BOEING CO COM | $89.29万 | 0.17% | 4,125 | -42 | -1.0% | -$9,092 | 减仓 |
| CSX | CSX CORP COM | $88.41万 | 0.17% | 18,600 | -597 | -3.1% | -$2.84万 | 减仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $86.74万 | 0.17% | 39,925 | 329 | 0.8% | $7,148 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $85.08万 | 0.16% | 2,495 | 307 | 14.0% | $10.47万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $83.53万 | 0.16% | 10,919 | -3 | -0.0% | -$230 | 减仓 |
| GE | GE AEROSPACE COM NEW | $82.59万 | 0.16% | 2,210 | -63 | -2.8% | -$2.35万 | 减仓 |
| INTC | INTEL CORP COM | $82.41万 | 0.16% | 5,902 | -387 | -6.2% | -$5.40万 | 减仓 |
| MCK | MCKESSON CORP COM | $81.23万 | 0.15% | 1,075 | -33 | -3.0% | -$2.49万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $81.00万 | 0.15% | 9,394 | -1,341 | -12.5% | -$11.56万 | 减仓 |
| MOG/A | MOOG INC CL A | $77.90万 | 0.15% | 1,838 | -10 | -0.5% | -$4,238 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $75.78万 | 0.14% | 19,863 | -12,282 | -38.2% | -$46.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.14% | 1 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $74.04万 | 0.14% | 2,010 | 100 | 5.2% | $3.68万 | 加仓 |