Intelligence Driven Advisers, LLC
CARLSBAD CA · SEC CIK 0001819955
$6.16亿2026Q2 申报市值
140持仓数
69.1%前十大占比 · 第一大 17.0%
20 / 14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
JEPQ 新建仓+$516.26万
IUSB 加仓+$219.31万
NVDA 加仓+$117.17万
GOOGL 加仓+$106.64万
MSFT 加仓+$105.60万
2026Q2 卖出最多 按季末市值估算
SCHR 减仓-$3,974.50万
FRDM 减仓-$97.50万
BAI 减仓-$49.68万
COWZ 减仓-$48.06万
BPRE 清仓-$46.25万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $1.05亿 | 17.02% | 1,279,127 | -1,059 | -0.1% | -$8.68万 | 减仓 |
| IWY | ISHARES TR | $5,982.43万 | 9.71% | 205,851 | 77 | 0.0% | $2.24万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $5,938.54万 | 9.64% | 618,501 | 5,522 | 0.9% | $53.02万 | 加仓 |
| IUSB | ISHARES TR | $4,703.01万 | 7.63% | 1,019,072 | 47,522 | 4.9% | $219.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,305.27万 | 6.99% | 633,034 | 7,566 | 1.2% | $51.46万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $3,670.53万 | 5.96% | 559,703 | 9,672 | 1.8% | $63.43万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,321.41万 | 3.77% | 495,921 | 21,994 | 4.6% | $102.95万 | 加仓 |
| AAPL | APPLE INC | $1,948.34万 | 3.16% | 67,333 | 414 | 0.6% | $11.98万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,605.74万 | 2.61% | 554,469 | -8,921 | -1.6% | -$25.84万 | 减仓 |
| COWZ | PACER FDS TR | $1,603.46万 | 2.60% | 257,792 | -7,727 | -2.9% | -$48.06万 | 减仓 |
| FRDM | EA SERIES TRUST | $1,579.77万 | 2.56% | 216,704 | -13,374 | -5.8% | -$97.50万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,256.96万 | 2.04% | 100,750 | -684 | -0.7% | -$8.53万 | 减仓 |
| QUAL | ISHARES TR | $1,229.12万 | 2.00% | 56,015 | -1,070 | -1.9% | -$23.48万 | 减仓 |
| AIQ | GLOBAL X FDS | $987.32万 | 1.60% | 150,483 | -5,944 | -3.8% | -$39.00万 | 减仓 |
| EMXC | ISHARES INC | $822.82万 | 1.34% | 80,432 | -1,731 | -2.1% | -$17.71万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $732.54万 | 1.19% | 135,580 | -2,776 | -2.0% | -$15.00万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $689.92万 | 1.12% | 130,866 | -9,423 | -6.7% | -$49.68万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $516.26万 | 0.84% | 84,000 | 84,000 | — | $516.26万 | 新建仓 |
| IWV | ISHARES TR | $455.86万 | 0.74% | 10,691 | -558 | -5.0% | -$23.79万 | 减仓 |
| PYLD | PIMCO ETF TR | $379.79万 | 0.62% | 143,209 | 3,264 | 2.3% | $8.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $371.67万 | 0.60% | 18,575 | 5,856 | 46.0% | $117.17万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $362.23万 | 0.59% | 50,115 | -1,435 | -2.8% | -$10.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $350.51万 | 0.57% | 4,694 | -67 | -1.4% | -$5.00万 | 减仓 |
| GOOG | ALPHABET INC | $349.94万 | 0.57% | 9,904 | -213 | -2.1% | -$7.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $348.20万 | 0.57% | 83,441 | -3,191 | -3.7% | -$13.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.83万 | 0.53% | 6,571 | 643 | 10.8% | $32.18万 | 加仓 |
| IWF | ISHARES TR | $291.31万 | 0.47% | 23,461 | -495 | -2.1% | -$6.15万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $275.13万 | 0.45% | 99,326 | 7,477 | 8.1% | $20.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $272.53万 | 0.44% | 2,361 | -36 | -1.5% | -$4.16万 | 减仓 |
| BOND | PIMCO ETF TR | $259.57万 | 0.42% | 28,150 | -218 | -0.8% | -$2.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $245.56万 | 0.40% | 11,268 | -125 | -1.1% | -$2.72万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $242.24万 | 0.39% | 41,622 | 2,587 | 6.6% | $15.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $239.93万 | 0.39% | 6,432 | 2,831 | 78.6% | $105.60万 | 加仓 |
| IVV | ISHARES TR | $229.80万 | 0.37% | 3,069 | 489 | 19.0% | $36.62万 | 加仓 |
| AMZN | AMAZON COM INC | $218.87万 | 0.36% | 9,183 | 2,602 | 39.5% | $62.02万 | 加仓 |
| GOOGL | ALPHABET INC | $191.51万 | 0.31% | 5,359 | 2,984 | 125.6% | $106.64万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $175.41万 | 0.28% | 3,673 | -501 | -12.0% | -$23.93万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $173.53万 | 0.28% | 19,260 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $171.54万 | 0.28% | 22,682 | -779 | -3.3% | -$5.89万 | 减仓 |
| QQQ | INVESCO QQQ TR | $152.45万 | 0.25% | 2,070 | 12 | 0.6% | $8,838 | 加仓 |
| AGG | ISHARES TR | $144.57万 | 0.23% | 14,606 | -928 | -6.0% | -$9.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $144.51万 | 0.23% | 17,550 | -514 | -2.8% | -$4.23万 | 减仓 |
| MBB | ISHARES TR | $139.37万 | 0.23% | 14,745 | -1,445 | -8.9% | -$13.66万 | 减仓 |
| META | META PLATFORMS INC | $137.20万 | 0.22% | 2,436 | 188 | 8.4% | $10.59万 | 加仓 |
| GE | GE AEROSPACE | $131.88万 | 0.21% | 3,529 | -761 | -17.7% | -$28.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $125.45万 | 0.20% | 2,443 | -603 | -19.8% | -$30.96万 | 减仓 |
| GEV | GE VERNOVA INC | $125.01万 | 0.20% | 1,064 | 21 | 2.0% | $2.47万 | 加仓 |
| MRK | MERCK & CO INC | $124.90万 | 0.20% | 9,720 | -2,235 | -18.7% | -$28.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $106.80万 | 0.17% | 14,990 | -28 | -0.2% | -$1,995 | 减仓 |
| AVGO | BROADCOM INC | $103.12万 | 0.17% | 2,730 | 1,806 | 195.5% | $68.22万 | 加仓 |
| PULS | PGIM ETF TR | $103.10万 | 0.17% | 20,807 | 435 | 2.1% | $2.16万 | 加仓 |
| KLAC | KLA CORP | $99.81万 | 0.16% | 3,308 | 218 | 7.1% | $6.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $98.64万 | 0.16% | 2,666 | 35 | 1.3% | $1.29万 | 加仓 |
| SNDK | SANDISK CORP | $98.23万 | 0.16% | 432 | -143 | -24.9% | -$32.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.61万 | 0.15% | 2,890 | 827 | 40.1% | $27.07万 | 加仓 |
| TFLO | ISHARES TR | $88.39万 | 0.14% | 17,459 | 415 | 2.4% | $2.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $87.20万 | 0.14% | 10,552 | -1,306 | -11.0% | -$10.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $86.93万 | 0.14% | 2,006 | 211 | 11.8% | $9.14万 | 加仓 |
| LLY | ELI LILLY & CO | $79.28万 | 0.13% | 661 | 185 | 38.9% | $22.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $75.38万 | 0.12% | 4,229 | -121 | -2.8% | -$2.16万 | 减仓 |
| TSLA | TESLA INC | $75.20万 | 0.12% | 1,788 | 1,171 | 189.8% | $49.25万 | 加仓 |
| — | EXXON MOBIL CORP | $74.46万 | 0.12% | 5,446 | 858 | 18.7% | $11.73万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.80万 | 0.12% | 744 | -134 | -15.3% | -$12.93万 | 减仓 |
| WMT | WALMART INC | $71.59万 | 0.12% | 6,320 | 117 | 1.9% | $1.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $71.45万 | 0.12% | 28,973 | -1,611,740 | -98.2% | -$3,974.50万 | 减仓 |
| IJH | ISHARES TR | $67.66万 | 0.11% | 8,775 | 650 | 8.0% | $5.01万 | 加仓 |
| GOVT | ISHARES TR | $61.76万 | 0.10% | 27,110 | 1,621 | 6.4% | $3.69万 | 加仓 |
| C | CITIGROUP INC | $60.73万 | 0.10% | 4,339 | 1,126 | 35.0% | $15.76万 | 加仓 |
| NFLX | NETFLIX INC. | $58.68万 | 0.10% | 8,219 | -311 | -3.6% | -$2.22万 | 减仓 |
| CAT | CATERPILLAR INC | $57.48万 | 0.09% | 540 | 135 | 33.3% | $14.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.45万 | 0.09% | 4,924 | -858 | -14.8% | -$10.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $55.98万 | 0.09% | 815 | -227 | -21.8% | -$15.59万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $55.66万 | 0.09% | 7,425 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $55.26万 | 0.09% | 7,680 | 473 | 6.6% | $3.40万 | 加仓 |
| GM | GENERAL MTRS CO | $54.67万 | 0.09% | 7,093 | -5 | -0.1% | -$385 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.25万 | 0.08% | 2,018 | 908 | 81.8% | $23.06万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $48.96万 | 0.08% | 2,570 | 50 | 2.0% | $9,526 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $48.04万 | 0.08% | 3,751 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $46.48万 | 0.08% | 2,877 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $46.27万 | 0.08% | 5,113 | 641 | 14.3% | $5.80万 | 加仓 |
| IXN | ISHARES TR | $45.90万 | 0.07% | 3,177 | -350 | -9.9% | -$5.06万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $45.06万 | 0.07% | 1,471 | 2 | 0.1% | $613 | 加仓 |
| QCOM | QUALCOMM INC | $44.83万 | 0.07% | 2,426 | 284 | 13.3% | $5.25万 | 加仓 |
| HD | HOME DEPOT INC | $43.67万 | 0.07% | 1,238 | 100 | 8.8% | $3.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $43.06万 | 0.07% | 5,344 | -208 | -3.7% | -$1.68万 | 减仓 |
| IXUS | ISHARES TR | $42.80万 | 0.07% | 4,484 | -6 | -0.1% | -$573 | 减仓 |
| VLO | VALERO ENERGY CORP | $42.32万 | 0.07% | 1,625 | 139 | 9.4% | $3.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.65万 | 0.07% | 717 | 717 | — | $41.65万 | 新建仓 |
| EFV | ISHARES TR | $41.44万 | 0.07% | 5,414 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $41.43万 | 0.07% | 3,280 | -1,282 | -28.1% | -$16.19万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $39.92万 | 0.06% | 3,659 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $38.92万 | 0.06% | 980 | 149 | 17.9% | $5.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $38.70万 | 0.06% | 1,958 | 9 | 0.5% | $1,779 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.17万 | 0.06% | 2,311 | 14 | 0.6% | $2,131 | 加仓 |
| APP | APPLOVIN CORP | $34.57万 | 0.06% | 671 | 163 | 32.1% | $8.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.39万 | 0.06% | 1,223 | 1,223 | — | $34.39万 | 新建仓 |
| V | VISA INC | $33.11万 | 0.05% | 965 | 965 | — | $33.11万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.78万 | 0.05% | 350 | 116 | 49.6% | $10.87万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.43万 | 0.05% | 6,732 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $32.38万 | 0.05% | 11,001 | 581 | 5.6% | $1.71万 | 重新持有 |