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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,061.81万 | 6.50% | 71,806 | -4,840 | -6.3% | -$206.38万 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $2,258.76万 | 4.79% | 444,331 | 39,857 | 9.9% | $202.61万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2,245.06万 | 4.76% | 175,231 | -5,468 | -3.0% | -$70.06万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $1,944.54万 | 4.13% | 5,371,664 | 26,679 | 0.5% | $9.66万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,922.24万 | 4.08% | 89,963 | -1,149 | -1.3% | -$24.55万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,846.85万 | 3.92% | 601,972 | 14,624 | 2.5% | $44.87万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,827.05万 | 3.88% | 201,817 | 4,391 | 2.2% | $39.75万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,450.08万 | 3.08% | 132,198 | 10,374 | 8.5% | $113.79万 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $1,256.25万 | 2.67% | 123,477 | -2,576 | -2.0% | -$26.21万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,064.37万 | 2.26% | 166,101 | -11,368 | -6.4% | -$72.85万 | 减仓 |
| AAPL | APPLE INC COM | $1,053.05万 | 2.23% | 41,493 | -116 | -0.3% | -$2.94万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,048.21万 | 2.22% | 133,072 | 8,078 | 6.5% | $63.63万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $930.30万 | 1.97% | 198,316 | 9,115 | 4.8% | $42.76万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $901.97万 | 1.91% | 24,366 | -1,612 | -6.2% | -$59.67万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $824.98万 | 1.75% | 12,630 | -1,955 | -13.4% | -$127.70万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $789.05万 | 1.67% | 112,432 | 873 | 0.8% | $6.13万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $738.27万 | 1.57% | 253,438 | -3,050 | -1.2% | -$8.88万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $636.29万 | 1.35% | 32,430 | -1,611 | -4.7% | -$31.61万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $635.95万 | 1.35% | 33,544 | -3,936 | -10.5% | -$74.62万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $576.55万 | 1.22% | 61,505 | 4,642 | 8.2% | $43.51万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $570.01万 | 1.21% | 19,822 | -1,816 | -8.4% | -$52.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $539.92万 | 1.15% | 18,355 | -41 | -0.2% | -$1.21万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $510.07万 | 1.08% | 8,837 | -1,347 | -13.2% | -$77.75万 | 减仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $435.03万 | 0.92% | 86,418 | 9,531 | 12.4% | $47.98万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $420.25万 | 0.89% | 60,251 | 52,937 | 723.8% | $369.24万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $368.34万 | 0.78% | 6,164 | -2,257 | -26.8% | -$134.87万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $348.53万 | 0.74% | 61,371 | 6,269 | 11.4% | $35.60万 | 加仓 |
| AMZN | AMAZON COM INC COM | $340.38万 | 0.72% | 16,343 | -2,936 | -15.2% | -$61.15万 | 减仓 |
| MRK | MERCK & CO INC COM | $331.41万 | 0.70% | 27,551 | -1,265 | -4.4% | -$15.22万 | 减仓 |
| LLY | ELI LILLY & CO COM | $326.98万 | 0.69% | 3,555 | 14 | 0.4% | $1.29万 | 加仓 |
| ABBV | ABBVIE INC COM | $308.72万 | 0.66% | 14,195 | -57 | -0.4% | -$1.24万 | 减仓 |
| — | EXXON MOBIL CORP COM | $308.39万 | 0.65% | 18,177 | -1,704 | -8.6% | -$28.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $298.04万 | 0.63% | 12,296 | 50 | 0.4% | $1.21万 | 加仓 |
| WMT | WALMART INC COM | $291.10万 | 0.62% | 23,423 | -1,923 | -7.6% | -$23.90万 | 减仓 |
| CSCO | CISCO SYS INC COM | $290.86万 | 0.62% | 37,487 | -804 | -2.1% | -$6.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $278.37万 | 0.59% | 5,809 | -16 | -0.3% | -$7,667 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $276.97万 | 0.59% | 11,331 | -858 | -7.0% | -$20.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $267.63万 | 0.57% | 15,346 | -1,734 | -10.2% | -$30.24万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $262.94万 | 0.56% | 26,487 | -5,169 | -16.3% | -$51.31万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $257.84万 | 0.55% | 9,906 | -702 | -6.6% | -$18.27万 | 减仓 |
| META | META PLATFORMS INC CL A | $257.34万 | 0.55% | 4,498 | -192 | -4.1% | -$10.98万 | 减仓 |
| RTX | RTX CORPORATION COM | $257.02万 | 0.55% | 13,324 | -1,380 | -9.4% | -$26.62万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $244.57万 | 0.52% | 50,168 | 154 | 0.3% | $7,508 | 加仓 |
| MCD | MCDONALDS CORP COM | $239.47万 | 0.51% | 7,705 | -240 | -3.0% | -$7.46万 | 减仓 |
| PEP | PEPSICO INC COM | $220.37万 | 0.47% | 14,191 | 40 | 0.3% | $6,212 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $214.69万 | 0.46% | 7,484 | 8 | 0.1% | $2,295 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $199.91万 | 0.42% | 20,582 | 420 | 2.1% | $4.08万 | 加仓 |
| AFL | AFLAC INC COM | $191.61万 | 0.41% | 17,465 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $191.59万 | 0.41% | 18,661 | -71 | -0.4% | -$7,290 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $174.78万 | 0.37% | 18,794 | -775 | -4.0% | -$7.21万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $174.77万 | 0.37% | 13,339 | -950 | -6.6% | -$12.45万 | 减仓 |
| SUI | SUN CMNTYS INC COM | $165.31万 | 0.35% | 13,124 | -259 | -1.9% | -$3.26万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $156.75万 | 0.33% | 16,679 | -3,537 | -17.5% | -$33.24万 | 减仓 |
| PFE | PFIZER INC COM | $155.37万 | 0.33% | 55,332 | 4,320 | 8.5% | $12.13万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $147.22万 | 0.31% | 18,493 | -420 | -2.2% | -$3.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $143.62万 | 0.30% | 9,943 | 72 | 0.7% | $1.04万 | 加仓 |
| AVGO | BROADCOM INC COM | $134.39万 | 0.29% | 4,342 | 171 | 4.1% | $5.29万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $132.53万 | 0.28% | 11,717 | -168 | -1.4% | -$1.90万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $131.53万 | 0.28% | 10,581 | -214 | -2.0% | -$2.66万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $126.91万 | 0.27% | 14,890 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $126.19万 | 0.27% | 16,593 | -148 | -0.9% | -$1.13万 | 减仓 |
| DIS | DISNEY WALT CO COM | $125.89万 | 0.27% | 13,062 | -144 | -1.1% | -$1.39万 | 减仓 |
| PVAL | PVAL | $125.30万 | 0.27% | 27,004 | -3,698 | -12.0% | -$17.16万 | 减仓 |
| RMD | RESMED INC COM | $124.32万 | 0.26% | 5,538 | -7 | -0.1% | -$1,571 | 减仓 |
| TGT | TARGET CORP COM | $122.96万 | 0.26% | 10,145 | 5 | 0.0% | $606 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $122.13万 | 0.26% | 5,903 | 31 | 0.5% | $6,414 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $118.89万 | 0.25% | 11,800 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $115.00万 | 0.24% | 21,277 | -64 | -0.3% | -$3,459 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $112.72万 | 0.24% | 23,000 | -99 | -0.4% | -$4,852 | 减仓 |
| VST | VISTRA CORP COM | $110.46万 | 0.23% | 7,348 | 7 | 0.1% | $1,052 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $109.81万 | 0.23% | 1,102 | 36 | 3.4% | $3.59万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $103.03万 | 0.22% | 4,004 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $102.05万 | 0.22% | 3,376 | 41 | 1.2% | $1.24万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $101.62万 | 0.22% | 3,093 | -90 | -2.8% | -$2.96万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $97.88万 | 0.21% | 97,586 | 28,531 | 41.3% | $28.62万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $97.61万 | 0.21% | 3,936 | -19 | -0.5% | -$4,712 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $96.57万 | 0.20% | 4,573 | -86 | -1.8% | -$1.82万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $96.08万 | 0.20% | 15,841 | 275 | 1.8% | $1.67万 | 加仓 |
| MCK | MCKESSON CORP COM | $95.88万 | 0.20% | 1,108 | -156 | -12.3% | -$13.50万 | 减仓 |
| — | PROSHARES TR II ULSHT BLOOMB OIL | $94.64万 | 0.20% | 113,747 | 113,747 | — | $94.64万 | 新建仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $94.52万 | 0.20% | 15,969 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $92.55万 | 0.20% | 15,746 | 48 | 0.3% | $2,821 | 加仓 |
| CAT | CATERPILLAR INC COM | $90.40万 | 0.19% | 1,276 | 77 | 6.4% | $5.46万 | 加仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $86.24万 | 0.18% | 39,596 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $84.73万 | 0.18% | 10,922 | 61 | 0.6% | $4,732 | 加仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $83.42万 | 0.18% | 31,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $82.94万 | 0.18% | 4,167 | 20 | 0.5% | $3,981 | 加仓 |
| GLD | SPDR GOLD SHARES | $82.19万 | 0.17% | 1,910 | -14 | -0.7% | -$6,024 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $80.35万 | 0.17% | 16,006 | 367 | 2.3% | $1.84万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $79.38万 | 0.17% | 11,443 | -8,503 | -42.6% | -$58.99万 | 减仓 |
| CSX | CSX CORP COM | $78.80万 | 0.17% | 19,197 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $76.31万 | 0.16% | 32,145 | -50,801 | -61.2% | -$120.60万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $72.34万 | 0.15% | 1,853 | 6 | 0.3% | $2,342 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $71.87万 | 0.15% | 1,375 | -185 | -11.9% | -$9.67万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $71.72万 | 0.15% | 12,442 | 20 | 0.2% | $1,153 | 加仓 |
| IAU | ISHARES GOLD TRUST | $70.28万 | 0.15% | 7,972 | -550 | -6.5% | -$4.85万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $68.64万 | 0.15% | 2,127 | -614 | -22.4% | -$19.81万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $68.19万 | 0.14% | 13,470 | -314 | -2.3% | -$1.59万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $67.63万 | 0.14% | 1,040 | 63 | 6.4% | $4.10万 | 加仓 |