Integris Wealth Management, LLC
Monterey CA · SEC CIK 0001750852
$4.95亿2026Q2 申报市值
131持仓数
67.0%前十大占比 · 第一大 14.1%
10 / 3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
BSV 加仓+$357.76万
SGOV 加仓+$337.30万
NFLX 加仓+$203.99万
DFGR 加仓+$105.65万
SPDW 新建仓+$104.33万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$128.87万
EXXON MOBIL CORP 清仓-$113.81万
VV 减仓-$78.86万
IVV 减仓-$63.13万
VGK 减仓-$50.98万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $124.25万 | 0.25% | 5,213 | 814 | 18.5% | $19.40万 | 加仓 |
| GOOG | ALPHABET INC | $127.06万 | 0.26% | 3,596 | 290 | 8.8% | $10.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $131.39万 | 0.27% | 1,138 | 102 | 9.8% | $11.78万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $132.50万 | 0.27% | 13,740 | -787 | -5.4% | -$7.59万 | 减仓 |
| ABBV | ABBVIE INC | $140.44万 | 0.28% | 5,581 | 675 | 13.8% | $16.99万 | 加仓 |
| EPP | ISHARES INC | $144.25万 | 0.29% | 27,085 | -6,468 | -19.3% | -$34.45万 | 减仓 |
| ESGE | ISHARES INC | $153.16万 | 0.31% | 28,005 | -1,369 | -4.7% | -$7.49万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $155.99万 | 0.31% | 32,416 | -149 | -0.5% | -$7,170 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $185.34万 | 0.37% | 14,856 | 1,276 | 9.4% | $15.92万 | 加仓 |
| NFLX | NETFLIX INC. | $224.04万 | 0.45% | 31,378 | 28,570 | 1,017.5% | $203.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $230.72万 | 0.47% | 9,085 | 1,289 | 16.5% | $32.74万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $281.90万 | 0.57% | 34,568 | 4,151 | 13.6% | $33.85万 | 加仓 |
| ESGU | ISHARES TR | $359.61万 | 0.73% | 21,972 | -414 | -1.8% | -$6.78万 | 减仓 |
| ESML | ISHARES TR | $387.58万 | 0.78% | 69,298 | -1,646 | -2.3% | -$9.21万 | 减仓 |
| ESGD | ISHARES TR | $409.68万 | 0.83% | 39,848 | -487 | -1.2% | -$5.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $530.87万 | 1.07% | 14,232 | 871 | 6.5% | $32.49万 | 加仓 |
| IPAC | ISHARES TR | $595.66万 | 1.20% | 72,703 | -3,710 | -4.9% | -$30.40万 | 减仓 |
| STIP | ISHARES TR | $753.69万 | 1.52% | 73,776 | 979 | 1.3% | $10.00万 | 加仓 |
| SUSB | ISHARES TR | $759.03万 | 1.53% | 303,735 | 19,135 | 6.7% | $47.82万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $908.28万 | 1.83% | 78,510 | -2,549 | -3.1% | -$29.49万 | 减仓 |
| IEUR | ISHARES TR | $1,008.66万 | 2.04% | 134,183 | -518 | -0.4% | -$3.89万 | 减仓 |
| SGOV | ISHARES TR | $1,194.52万 | 2.41% | 118,657 | 33,505 | 39.3% | $337.30万 | 加仓 |
| AAPL | APPLE INC | $1,247.23万 | 2.52% | 43,103 | 2,506 | 6.2% | $72.51万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,472.56万 | 2.97% | 166,315 | -5,758 | -3.3% | -$50.98万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,687.90万 | 3.41% | 49,080 | -2,293 | -4.5% | -$78.86万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,873.60万 | 3.78% | 646,737 | 36,470 | 6.0% | $105.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,272.70万 | 4.59% | 585,899 | -12,486 | -2.1% | -$48.43万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,514.79万 | 5.08% | 626,662 | -2,749 | -0.4% | -$11.03万 | 减仓 |
| CAT | CATERPILLAR INC | $2,580.89万 | 5.21% | 24,236 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $2,620.81万 | 5.29% | 644,883 | -31,709 | -4.7% | -$128.87万 | 减仓 |
| IVV | ISHARES TR | $4,066.64万 | 8.21% | 54,302 | -843 | -1.5% | -$63.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,112.05万 | 8.30% | 111,124 | 895 | 0.8% | $33.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,442.08万 | 8.97% | 623,449 | 8,798 | 1.4% | $62.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $7,001.76万 | 14.14% | 898,698 | 45,919 | 5.4% | $357.76万 | 加仓 |