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 |
|---|---|---|---|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | $29.93万 | 0.06% | 1,833 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $29.64万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.56万 | 0.06% | 2,610 | 756 | 40.8% | $8.56万 | 加仓 |
| TJX | TJX COS INC NEW | $29.04万 | 0.06% | 1,917 | 613 | 47.0% | $9.29万 | 加仓 |
| META | META PLATFORMS INC | $28.85万 | 0.06% | 512 | 512 | — | $28.85万 | 新建仓 |
| SUB | ISHARES TR | $28.59万 | 0.06% | 2,685 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $28.37万 | 0.06% | 832 | 832 | — | $28.37万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $28.33万 | 0.06% | 846 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.17万 | 0.06% | 543 | 543 | — | $28.17万 | 新建仓 |
| ORCL | ORACLE CORP | $27.76万 | 0.06% | 1,894 | 152 | 8.7% | $2.23万 | 加仓 |
| PCAR | PACCAR INC | $27.69万 | 0.06% | 2,305 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.59万 | 0.06% | 2,857 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $27.38万 | 0.06% | 1,991 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $26.82万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $25.91万 | 0.05% | 2,534 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.89万 | 0.05% | 1,156 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $25.19万 | 0.05% | 831 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $24.75万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.49万 | 0.05% | 1,651 | -68 | -4.0% | -$1.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.26万 | 0.05% | 2,334 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.20万 | 0.05% | 2,928 | 2,928 | — | $24.20万 | 新建仓 |
| USHY | ISHARES TR | $23.33万 | 0.05% | 6,302 | 284 | 4.7% | $1.05万 | 加仓 |
| DGRO | ISHARES TR | $23.31万 | 0.05% | 3,076 | 3,076 | — | $23.31万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $22.17万 | 0.04% | 11,937 | 135 | 1.1% | $2,508 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $21.62万 | 0.04% | 3,215 | 145 | 4.7% | $9,750 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.95万 | 0.04% | 10,287 | 113 | 1.1% | $2,301 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $20.23万 | 0.04% | 10,314 | 108 | 1.1% | $2,118 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $20.12万 | 0.04% | 12,091 | 138 | 1.2% | $2,297 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $15.45万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $11.51万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| — | TOTAL RETURN SECURITIES FUND | $5.97万 | 0.01% | 10,053 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,708 | -100.0% | -$113.81万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,467 | -100.0% | -$22.42万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,459 | -100.0% | -$22.29万 | 清仓 |