Integris Wealth Management, LLC
Monterey CA · SEC CIK 0001750852
$4.35亿2026Q1 申报市值
124持仓数
67.9%前十大占比 · 第一大 15.4%
6 / 4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
SGOV 加仓+$343.31万
BSV 加仓+$288.74万
VTI 加仓+$54.67万
DFGR 加仓+$42.53万
SUSB 加仓+$26.45万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$514.91万
ALL 清仓-$138.04万
COF 清仓-$115.61万
MS 清仓-$92.86万
VGK 减仓-$62.43万
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 |
|---|---|---|---|---|---|---|---|---|
| ESGE | ISHARES INC | $133.56万 | 0.31% | 29,374 | -1,314 | -4.3% | -$5.97万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $139.37万 | 0.32% | 30,417 | 4,560 | 17.6% | $20.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $150.02万 | 0.34% | 13,580 | -576 | -4.1% | -$6.36万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $152.21万 | 0.35% | 32,565 | -116 | -0.4% | -$5,422 | 减仓 |
| EPP | ISHARES INC | $178.30万 | 0.41% | 33,553 | -2,695 | -7.4% | -$14.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $190.56万 | 0.44% | 7,796 | -47 | -0.6% | -$1.15万 | 减仓 |
| ESGU | ISHARES TR | $316.59万 | 0.73% | 22,386 | -1,044 | -4.5% | -$14.76万 | 减仓 |
| ESML | ISHARES TR | $333.58万 | 0.77% | 70,944 | -2,077 | -2.8% | -$9.77万 | 减仓 |
| ESGD | ISHARES TR | $385.68万 | 0.89% | 40,335 | -1,872 | -4.4% | -$17.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $494.58万 | 1.14% | 13,361 | -608 | -4.4% | -$22.51万 | 减仓 |
| IPAC | ISHARES TR | $584.64万 | 1.34% | 76,413 | -1,543 | -2.0% | -$11.81万 | 减仓 |
| SUSB | ISHARES TR | $713.35万 | 1.64% | 284,600 | 10,554 | 3.9% | $26.45万 | 加仓 |
| STIP | ISHARES TR | $752.94万 | 1.73% | 72,797 | 1,009 | 1.4% | $10.44万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $792.19万 | 1.82% | 81,059 | -4,971 | -5.8% | -$48.58万 | 减仓 |
| SGOV | ISHARES TR | $857.14万 | 1.97% | 85,152 | 34,106 | 66.8% | $343.31万 | 加仓 |
| IEUR | ISHARES TR | $946.55万 | 2.18% | 134,701 | -2,861 | -2.1% | -$20.10万 | 减仓 |
| AAPL | APPLE INC | $1,030.31万 | 2.37% | 40,597 | 79 | 0.2% | $2.00万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,418.40万 | 3.26% | 172,073 | -7,574 | -4.2% | -$62.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,535.27万 | 3.53% | 51,373 | -108 | -0.2% | -$3.23万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,622.09万 | 3.73% | 610,267 | 15,999 | 2.7% | $42.53万 | 加仓 |
| CAT | CATERPILLAR INC | $1,717.02万 | 3.95% | 24,236 | -108 | -0.4% | -$7.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,096.74万 | 4.82% | 598,385 | -9,815 | -1.6% | -$34.39万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,337.63万 | 5.37% | 676,592 | -62 | -0.0% | -$2,142 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,482.40万 | 5.71% | 629,411 | -14,161 | -2.2% | -$55.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,536.26万 | 8.13% | 110,229 | 1,704 | 1.6% | $54.67万 | 加仓 |
| IVV | ISHARES TR | $3,602.11万 | 8.28% | 55,145 | -773 | -1.4% | -$50.49万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,938.68万 | 9.05% | 614,651 | 429 | 0.1% | $2.75万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6,686.64万 | 15.37% | 852,779 | 36,824 | 4.5% | $288.74万 | 加仓 |