Integrated Investment Consultants, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001665337
$4.71亿2026Q1 申报市值
263持仓数
40.1%前十大占比 · 第一大 6.5%
13 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$369.24万
NEAR 加仓+$202.61万
VONG 加仓+$113.79万
PROSHARES TR II 新建仓+$94.64万
IMCG 加仓+$63.63万
2026Q1 卖出最多 按季末市值估算
AROC 重新持有-$1,461.95万
SKY 清仓-$519.35万
IWF 减仓-$206.38万
VOOV 清仓-$159.64万
VOO 减仓-$134.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WY | WEYERHAEUSER CO COM NEW | $66.05万 | 0.14% | 27,036 | 36 | 0.1% | $879 | 加仓 |
| FORM | FORMFACTOR INC COM | $64.77万 | 0.14% | 6,678 | -2,459 | -26.9% | -$23.85万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $64.50万 | 0.14% | 2,273 | 96 | 4.4% | $2.72万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $63.08万 | 0.13% | 4,259 | -8,548 | -66.7% | -$126.60万 | 减仓 |
| NFLX | NETFLIX INC. COM | $62.32万 | 0.13% | 6,482 | 1,057 | 19.5% | $10.16万 | 加仓 |
| HD | HOME DEPOT INC COM | $61.23万 | 0.13% | 1,862 | 7 | 0.4% | $2,302 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $61.13万 | 0.13% | 7,051 | 277 | 4.1% | $2.40万 | 加仓 |
| VNT | VONTIER CORPORATION COM | $61.12万 | 0.13% | 17,231 | -25,868 | -60.0% | -$91.75万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $58.95万 | 0.13% | 7,437 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP COM | $58.47万 | 0.12% | 7,954 | -128 | -1.6% | -$9,409 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $57.37万 | 0.12% | 1,609 | 11 | 0.7% | $3,922 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $57.22万 | 0.12% | 8,474 | 23 | 0.3% | $1,553 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $56.68万 | 0.12% | 1,884 | -2,724 | -59.1% | -$81.95万 | 减仓 |
| GLW | CORNING INC COM | $55.48万 | 0.12% | 4,080 | 13 | 0.3% | $1,768 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $54.36万 | 0.12% | 2,719 | -28 | -1.0% | -$5,598 | 减仓 |
| MOG/A | MOOG INC CL A | $54.08万 | 0.11% | 1,848 | -24 | -1.3% | -$7,023 | 减仓 |
| DAR | DARLING INGREDIENTS INC COM | $53.55万 | 0.11% | 8,658 | -313 | -3.5% | -$1.94万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $52.86万 | 0.11% | 1,648 | 8 | 0.5% | $2,566 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $51.72万 | 0.11% | 1,241 | -10 | -0.8% | -$4,167 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $51.21万 | 0.11% | 2,724 | -117 | -4.1% | -$2.20万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $50.91万 | 0.11% | 11,153 | 113 | 1.0% | $5,158 | 加仓 |
| AMGN | AMGEN INC COM | $50.74万 | 0.11% | 1,442 | -57 | -3.8% | -$2.01万 | 减仓 |
| ORCL | ORACLE CORP COM | $50.00万 | 0.11% | 3,399 | -526 | -13.4% | -$7.74万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $49.78万 | 0.11% | 4,950 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $49.23万 | 0.10% | 10,609 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $49.10万 | 0.10% | 10,447 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $49.02万 | 0.10% | 4,618 | 51 | 1.1% | $5,414 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $48.90万 | 0.10% | 1,537 | -21 | -1.3% | -$6,681 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $48.43万 | 0.10% | 1,601 | -87 | -5.2% | -$2.63万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $48.34万 | 0.10% | 10,735 | -1,635 | -13.2% | -$7.36万 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $48.32万 | 0.10% | 15,697 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $47.99万 | 0.10% | 2,123 | -76 | -3.5% | -$1.72万 | 减仓 |
| GEV | GE VERNOVA INC COM | $47.75万 | 0.10% | 547 | 7 | 1.3% | $6,110 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $46.88万 | 0.10% | 3,549 | 35 | 1.0% | $4,624 | 加仓 |
| AIR | AAR CORP COM | $46.88万 | 0.10% | 4,283 | -67 | -1.5% | -$7,334 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.87万 | 0.10% | 1,387 | -223 | -13.9% | -$7.54万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $46.72万 | 0.10% | 10,056 | 1,766 | 21.3% | $8.20万 | 重新持有 |
| ENS | ENERSYS COM | $46.02万 | 0.10% | 2,649 | -34 | -1.3% | -$5,906 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $44.84万 | 0.10% | 2,851 | -59 | -2.0% | -$9,280 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $44.54万 | 0.09% | 3,101 | -194 | -5.9% | -$2.79万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $44.35万 | 0.09% | 12,100 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $43.89万 | 0.09% | 914 | -677 | -42.6% | -$32.51万 | 减仓 |
| ADC | AGREE RLTY CORP COM | $43.50万 | 0.09% | 5,771 | 192 | 3.4% | $1.45万 | 加仓 |
| PLXS | PLEXUS CORP COM | $43.00万 | 0.09% | 2,123 | -36 | -1.7% | -$7,291 | 减仓 |
| HEI | HEICO CORP NEW COM | $42.75万 | 0.09% | 1,559 | -425 | -21.4% | -$11.65万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $42.73万 | 0.09% | 17,263 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $42.17万 | 0.09% | 11,890 | -198 | -1.6% | -$7,023 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $42.03万 | 0.09% | 8,490 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $41.93万 | 0.09% | 2,548 | -10 | -0.4% | -$1,646 | 减仓 |
| SSNC | SS&C TECH HLDGS COM | $41.85万 | 0.09% | 6,194 | -9,260 | -59.9% | -$62.57万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $41.53万 | 0.09% | 2,364 | 3 | 0.1% | $527 | 加仓 |
| FLR | FLUOR CORP COM | $41.34万 | 0.09% | 8,862 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $41.08万 | 0.09% | 6,275 | 9 | 0.1% | $589 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $40.93万 | 0.09% | 5,057 | -79 | -1.5% | -$6,393 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $40.91万 | 0.09% | 3,078 | -100 | -3.1% | -$1.33万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $39.86万 | 0.08% | 3,961 | 149 | 3.9% | $1.50万 | 加仓 |
| GATX | GATX CORP COM | $39.18万 | 0.08% | 2,295 | -119 | -4.9% | -$2.03万 | 减仓 |
| MTZ | MASTEC INC COM | $38.32万 | 0.08% | 1,191 | 1 | 0.1% | $322 | 加仓 |
| R | RYDER SYS INC COM | $38.20万 | 0.08% | 1,866 | -33 | -1.7% | -$6,755 | 减仓 |
| CTVA | CORTEVA INC COM | $37.72万 | 0.08% | 4,506 | -337 | -7.0% | -$2.82万 | 减仓 |
| TSLA | TESLA INC COM | $37.44万 | 0.08% | 1,007 | -24 | -2.3% | -$8,922 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $36.23万 | 0.08% | 3,069 | -51 | -1.6% | -$6,021 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $36.11万 | 0.08% | 6,595 | -87 | -1.3% | -$4,763 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $36.07万 | 0.08% | 2,663 | -259 | -8.9% | -$3.51万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $35.60万 | 0.08% | 1,049 | -16 | -1.5% | -$5,430 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $35.33万 | 0.07% | 3,819 | -50 | -1.3% | -$4,626 | 减仓 |
| CRM | SALESFORCE INC COM | $35.26万 | 0.07% | 1,889 | -1,671 | -46.9% | -$31.19万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV COM | $35.22万 | 0.07% | 20,227 | 20,227 | — | $35.22万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $35.13万 | 0.07% | 826 | 61 | 8.0% | $2.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $35.08万 | 0.07% | 2,188 | 100 | 4.8% | $1.60万 | 加仓 |
| KKR | KKR & CO INC COM | $34.69万 | 0.07% | 3,750 | -3,882 | -50.9% | -$35.91万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $34.66万 | 0.07% | 3,755 | 5 | 0.1% | $462 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $34.64万 | 0.07% | 8,362 | -403 | -4.6% | -$1.67万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $34.11万 | 0.07% | 5,609 | -80 | -1.4% | -$4,865 | 减仓 |
| TRMK | TRUSTMARK CORP COM | $33.98万 | 0.07% | 8,064 | -119 | -1.5% | -$5,015 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $33.74万 | 0.07% | 10,716 | -148 | -1.4% | -$4,661 | 减仓 |
| FDX | FEDEX CORP COM | $33.59万 | 0.07% | 943 | -2 | -0.2% | -$712 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $33.59万 | 0.07% | 981 | 275 | 39.0% | $9.42万 | 加仓 |
| O | REALTY INCOME CORP COM | $33.24万 | 0.07% | 5,433 | 34 | 0.6% | $2,080 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $33.24万 | 0.07% | 1,628 | -92 | -5.3% | -$1.88万 | 减仓 |
| OGS | ONE GAS INC COM | $32.30万 | 0.07% | 3,750 | -47 | -1.2% | -$4,048 | 减仓 |
| DHR | DANAHER CORP DEL COM | $32.27万 | 0.07% | 1,702 | -12 | -0.7% | -$2,275 | 减仓 |
| SF | STIFEL FINL CORP COM | $32.27万 | 0.07% | 4,365 | -416 | -8.7% | -$3.07万 | 减仓 |
| UMBF | UMB FINL CORP COM | $31.98万 | 0.07% | 2,835 | -124 | -4.2% | -$1.40万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $31.51万 | 0.07% | 878 | -1,182 | -57.4% | -$42.42万 | 减仓 |
| NOW | SERVICENOW INC COM | $31.48万 | 0.07% | 3,011 | 331 | 12.4% | $3.46万 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $31.41万 | 0.07% | 6,706 | 6,706 | — | $31.41万 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $31.18万 | 0.07% | 1,437 | -2,111 | -59.5% | -$45.81万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $31.14万 | 0.07% | 4,710 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $30.94万 | 0.07% | 283 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $30.68万 | 0.07% | 5,473 | -94 | -1.7% | -$5,270 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $29.96万 | 0.06% | 1,402 | -141 | -9.1% | -$3.01万 | 减仓 |
| FELE | FRANKLIN ELEC INC COM | $29.92万 | 0.06% | 3,246 | -48 | -1.5% | -$4,424 | 减仓 |
| AES | AES CORP COM | $29.87万 | 0.06% | 21,200 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL COM | $29.79万 | 0.06% | 5,499 | -87 | -1.6% | -$4,713 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $29.73万 | 0.06% | 568 | 1 | 0.2% | $523 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $29.31万 | 0.06% | 1,272 | 4 | 0.3% | $922 | 加仓 |
| INTU | INTUIT COM | $28.84万 | 0.06% | 667 | 70 | 11.7% | $3.03万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $28.71万 | 0.06% | 3,618 | -50 | -1.4% | -$3,967 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $28.57万 | 0.06% | 1,489 | 1 | 0.1% | $192 | 加仓 |