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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $6,686.64万 | 15.37% | 852,779 | 36,824 | 4.5% | $288.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,938.68万 | 9.05% | 614,651 | 429 | 0.1% | $2.75万 | 加仓 |
| IVV | ISHARES TR | $3,602.11万 | 8.28% | 55,145 | -773 | -1.4% | -$50.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,536.26万 | 8.13% | 110,229 | 1,704 | 1.6% | $54.67万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,482.40万 | 5.71% | 629,411 | -14,161 | -2.2% | -$55.85万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,337.63万 | 5.37% | 676,592 | -62 | -0.0% | -$2,142 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,096.74万 | 4.82% | 598,385 | -9,815 | -1.6% | -$34.39万 | 减仓 |
| CAT | CATERPILLAR INC | $1,717.02万 | 3.95% | 24,236 | -108 | -0.4% | -$7.65万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,622.09万 | 3.73% | 610,267 | 15,999 | 2.7% | $42.53万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,535.27万 | 3.53% | 51,373 | -108 | -0.2% | -$3.23万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,418.40万 | 3.26% | 172,073 | -7,574 | -4.2% | -$62.43万 | 减仓 |
| AAPL | APPLE INC | $1,030.31万 | 2.37% | 40,597 | 79 | 0.2% | $2.00万 | 加仓 |
| IEUR | ISHARES TR | $946.55万 | 2.18% | 134,701 | -2,861 | -2.1% | -$20.10万 | 减仓 |
| SGOV | ISHARES TR | $857.14万 | 1.97% | 85,152 | 34,106 | 66.8% | $343.31万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $792.19万 | 1.82% | 81,059 | -4,971 | -5.8% | -$48.58万 | 减仓 |
| STIP | ISHARES TR | $752.94万 | 1.73% | 72,797 | 1,009 | 1.4% | $10.44万 | 加仓 |
| SUSB | ISHARES TR | $713.35万 | 1.64% | 284,600 | 10,554 | 3.9% | $26.45万 | 加仓 |
| IPAC | ISHARES TR | $584.64万 | 1.34% | 76,413 | -1,543 | -2.0% | -$11.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $494.58万 | 1.14% | 13,361 | -608 | -4.4% | -$22.51万 | 减仓 |
| ESGD | ISHARES TR | $385.68万 | 0.89% | 40,335 | -1,872 | -4.4% | -$17.90万 | 减仓 |
| ESML | ISHARES TR | $333.58万 | 0.77% | 70,944 | -2,077 | -2.8% | -$9.77万 | 减仓 |
| ESGU | ISHARES TR | $316.59万 | 0.73% | 22,386 | -1,044 | -4.5% | -$14.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $190.56万 | 0.44% | 7,796 | -47 | -0.6% | -$1.15万 | 减仓 |
| EPP | ISHARES INC | $178.30万 | 0.41% | 33,553 | -2,695 | -7.4% | -$14.32万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $152.21万 | 0.35% | 32,565 | -116 | -0.4% | -$5,422 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $150.02万 | 0.34% | 13,580 | -576 | -4.1% | -$6.36万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $139.37万 | 0.32% | 30,417 | 4,560 | 17.6% | $20.89万 | 加仓 |
| ESGE | ISHARES INC | $133.56万 | 0.31% | 29,374 | -1,314 | -4.3% | -$5.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $128.86万 | 0.30% | 14,527 | -807 | -5.3% | -$7.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $121.92万 | 0.28% | 8,441 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $120.10万 | 0.28% | 5,805 | 148 | 2.6% | $3.06万 | 加仓 |
| — | EXXON MOBIL CORP | $113.81万 | 0.26% | 6,708 | 151 | 2.3% | $2.56万 | 加仓 |
| TSLA | TESLA INC | $109.63万 | 0.25% | 2,949 | -165 | -5.3% | -$6.13万 | 减仓 |
| ABBV | ABBVIE INC | $106.70万 | 0.25% | 4,906 | -132 | -2.6% | -$2.87万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $99.12万 | 0.23% | 1,640 | -26 | -1.6% | -$1.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.65万 | 0.22% | 4,494 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $94.84万 | 0.22% | 3,306 | -17 | -0.5% | -$4,877 | 减仓 |
| NEE | NEXTERA ENERGY INC | $93.08万 | 0.21% | 10,022 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $91.62万 | 0.21% | 4,399 | 8 | 0.2% | $1,666 | 加仓 |
| PEP | PEPSICO INC | $76.09万 | 0.17% | 4,900 | -1,421 | -22.5% | -$22.07万 | 减仓 |
| FAST | FASTENAL CO | $73.55万 | 0.17% | 15,852 | -184 | -1.1% | -$8,538 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $71.67万 | 0.16% | 2,890 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $71.25万 | 0.16% | 23,499 | 443 | 1.9% | $1.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $65.50万 | 0.15% | 1,096 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $62.61万 | 0.14% | 2,128 | -165 | -7.2% | -$4.85万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $62.61万 | 0.14% | 8,119 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $60.99万 | 0.14% | 874 | -110 | -11.2% | -$7.68万 | 减仓 |
| CSCO | CISCO SYS INC | $60.56万 | 0.14% | 7,806 | -1,370 | -14.9% | -$10.63万 | 减仓 |
| DVY | ISHARES TR | $60.52万 | 0.14% | 3,997 | -39 | -1.0% | -$5,905 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.51万 | 0.14% | 24,107 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $58.81万 | 0.14% | 590 | -12 | -2.0% | -$1.20万 | 减仓 |
| IDV | ISHARES TR | $57.63万 | 0.13% | 13,541 | -2,053 | -13.2% | -$8.74万 | 减仓 |
| EWJ | ISHARES INC | $55.98万 | 0.13% | 6,629 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $55.73万 | 0.13% | 3,763 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $52.37万 | 0.12% | 7,708 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $52.35万 | 0.12% | 10,737 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $52.11万 | 0.12% | 1,222 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $51.99万 | 0.12% | 1,808 | 10 | 0.6% | $2,876 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $50.87万 | 0.12% | 5,398 | 5 | 0.1% | $471 | 加仓 |
| EMR | EMERSON ELEC CO | $50.04万 | 0.12% | 3,819 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $48.82万 | 0.11% | 4,755 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $47.30万 | 0.11% | 2,848 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $46.17万 | 0.11% | 5,812 | -188 | -3.1% | -$1.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.73万 | 0.10% | 2,565 | -85 | -3.2% | -$1.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.36万 | 0.10% | 1,830 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $44.10万 | 0.10% | 4,540 | -35 | -0.8% | -$3,400 | 减仓 |
| BA | BOEING CO | $43.29万 | 0.10% | 2,175 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.92万 | 0.10% | 660 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $42.56万 | 0.10% | 9,575 | -411 | -4.1% | -$1.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.55万 | 0.10% | 2,165 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.93万 | 0.09% | 7,573 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $40.60万 | 0.09% | 1,900 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $39.52万 | 0.09% | 2,721 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $37.56万 | 0.09% | 1,099 | -224 | -16.9% | -$7.66万 | 减仓 |
| RTX | RTX CORPORATION | $37.55万 | 0.09% | 1,946 | -1 | -0.1% | -$193 | 减仓 |
| EVRG | EVERGY INC | $37.44万 | 0.09% | 4,570 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.09万 | 0.09% | 2,604 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.95万 | 0.08% | 1,267 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.00万 | 0.08% | 1,036 | 21 | 2.1% | $7,094 | 加仓 |
| MRK | MERCK & CO INC | $34.78万 | 0.08% | 2,891 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $34.51万 | 0.08% | 598 | -61 | -9.3% | -$3.52万 | 减仓 |
| SO | SOUTHERN CO | $33.67万 | 0.08% | 3,488 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $32.44万 | 0.07% | 2,825 | -144 | -4.9% | -$1.65万 | 减仓 |
| GEV | GE VERNOVA INC | $30.81万 | 0.07% | 353 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.81万 | 0.07% | 2,334 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.69万 | 0.07% | 3,666 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.41万 | 0.07% | 1,006 | 69 | 7.4% | $2.09万 | 加仓 |
| EMB | ISHARES TR | $29.29万 | 0.07% | 3,118 | -615 | -16.5% | -$5.78万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $28.68万 | 0.07% | 2,477 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $28.65万 | 0.07% | 5,200 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $28.60万 | 0.07% | 2,685 | -242 | -8.3% | -$2.58万 | 减仓 |
| VO | VANGUARD INDEX FDS | $28.32万 | 0.07% | 986 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $28.17万 | 0.06% | 645 | -10 | -1.5% | -$4,368 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $28.14万 | 0.06% | 1,772 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $27.64万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.00万 | 0.06% | 2,808 | -182 | -6.1% | -$1.75万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $26.62万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $26.62万 | 0.06% | 2,305 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $25.86万 | 0.06% | 2,857 | 0 | 0.0% | — | 不变 |