Intelligence Driven Advisers, LLC
CARLSBAD CA · SEC CIK 0001819955
$5.74亿2026Q1 申报市值
130持仓数
71.3%前十大占比 · 第一大 15.8%
13 / 18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
IWF 加仓+$102.84万
PYLD 加仓+$85.82万
VGSH 加仓+$44.99万
EXXON MOBIL CORP 加仓+$44.98万
MU 加仓+$37.20万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,637.44万
DFUS 减仓-$1,232.58万
IWY 减仓-$1,065.58万
QEFA 减仓-$1,039.23万
SCHB 减仓-$908.01万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -9,710 | -100.0% | -$210.82万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -20,115 | -100.0% | -$110.17万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,952 | -100.0% | -$76.66万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -13,352 | -100.0% | -$75.60万 | 清仓 |
| POWR | ISHARES INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$56.47万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,400 | -100.0% | -$56.45万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -6,660 | -100.0% | -$41.39万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,800 | -100.0% | -$38.51万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,021 | -100.0% | -$28.45万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$27.21万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -7,200 | -100.0% | -$26.09万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,013 | -100.0% | -$22.94万 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,210 | -100.0% | -$22.72万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -3,917 | -100.0% | -$22.51万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -627 | -100.0% | -$21.11万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$20.40万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -10,094 | -100.0% | -$14.75万 | 清仓 |
| LPL | LG DISPLAY CO LTD | $0 | 0.00% | 0 | -13,744 | -100.0% | -$5.79万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.05万 | 0.01% | 11,060 | -489 | -4.2% | -$1,790 | 减仓 |
| ENIC | ENEL CHILE SA | $4.68万 | 0.01% | 11,873 | 263 | 2.3% | $1,036 | 加仓 |
| WIT | WIPRO LTD | $5.49万 | 0.01% | 25,894 | 5,103 | 24.5% | $1.08万 | 加仓 |
| MASS | 908 DEVICES INC | $6.12万 | 0.01% | 10,000 | 10,000 | — | $6.12万 | 新建仓 |
| VTRS | VIATRIS INC | $13.98万 | 0.02% | 10,347 | 10,347 | — | $13.98万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.07万 | 0.03% | 1,257 | -187 | -13.0% | -$2.99万 | 减仓 |
| EFG | ISHARES TR | $20.12万 | 0.04% | 1,807 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $20.22万 | 0.04% | 508 | -503 | -49.8% | -$20.02万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.37万 | 0.04% | 2,207 | -44 | -2.0% | -$4,061 | 减仓 |
| WPC | WP CAREY INC | $20.39万 | 0.04% | 3,000 | 0 | 0.0% | — | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $20.45万 | 0.04% | 1,000 | 1,000 | — | $20.45万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.50万 | 0.04% | 242 | 242 | — | $20.50万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.76万 | 0.04% | 709 | 709 | — | $20.76万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.14万 | 0.04% | 1,563 | 1,563 | — | $21.14万 | 新建仓 |
| KR | KROGER CO | $21.93万 | 0.04% | 3,031 | 3,031 | — | $21.93万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.04万 | 0.04% | 1,988 | 218 | 12.3% | $2.42万 | 加仓 |
| MTUM | ISHARES TR | $22.25万 | 0.04% | 927 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $22.68万 | 0.04% | 5,928 | -269 | -4.3% | -$1.03万 | 减仓 |
| TSLA | TESLA INC | $22.93万 | 0.04% | 617 | 31 | 5.3% | $1.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.27万 | 0.04% | 234 | 234 | — | $23.27万 | 新建仓 |
| AMGN | AMGEN INC | $23.49万 | 0.04% | 668 | 2 | 0.3% | $703 | 加仓 |
| CVX | CHEVRON CORPORATION | $23.50万 | 0.04% | 1,136 | -184 | -13.9% | -$3.81万 | 减仓 |
| IWO | ISHARES TR | $24.00万 | 0.04% | 765 | 1 | 0.1% | $314 | 加仓 |
| ADBE | ADOBE INC | $24.14万 | 0.04% | 993 | -571 | -36.5% | -$13.88万 | 减仓 |
| FDX | FEDEX CORP | $24.86万 | 0.04% | 698 | 698 | — | $24.86万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $25.52万 | 0.04% | 3,391 | 187 | 5.8% | $1.41万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $26.34万 | 0.05% | 1,213 | 7 | 0.6% | $1,520 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.44万 | 0.05% | 831 | 831 | — | $26.44万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $27.13万 | 0.05% | 1,110 | 1,110 | — | $27.13万 | 新建仓 |
| QCOM | QUALCOMM INC | $27.58万 | 0.05% | 2,142 | -644 | -23.1% | -$8.29万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $27.99万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.24万 | 0.05% | 1,000 | 1,000 | — | $28.24万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $28.59万 | 0.05% | 15,437 | 18 | 0.1% | $333 | 加仓 |
| AVGO | BROADCOM INC | $28.59万 | 0.05% | 924 | -1,261 | -57.7% | -$39.02万 | 减仓 |
| CAT | CATERPILLAR INC | $28.72万 | 0.05% | 405 | -4 | -1.0% | -$2,837 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $29.53万 | 0.05% | 4,467 | -929 | -17.2% | -$6.14万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $30.81万 | 0.05% | 651 | 49 | 8.1% | $2.32万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.57万 | 0.06% | 5,205 | 829 | 18.9% | $5.03万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $31.66万 | 0.06% | 6,732 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.25万 | 0.06% | 2,877 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $33.49万 | 0.06% | 2,520 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $33.52万 | 0.06% | 2,297 | 13 | 0.6% | $1,897 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.40万 | 0.06% | 878 | -80 | -8.4% | -$3.13万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $34.61万 | 0.06% | 3,659 | -90 | -2.4% | -$8,512 | 减仓 |
| LOW | LOWES COS INC | $34.73万 | 0.06% | 1,470 | -50 | -3.3% | -$1.18万 | 减仓 |
| IXN | ISHARES TR | $35.26万 | 0.06% | 3,527 | -90 | -2.5% | -$8,997 | 减仓 |
| VOE | VANGUARD INDEX FDS | $35.92万 | 0.06% | 1,949 | 10 | 0.5% | $1,843 | 加仓 |
| C | CITIGROUP INC | $36.44万 | 0.06% | 3,213 | -2,340 | -42.1% | -$26.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $36.49万 | 0.06% | 5,073 | -1,255 | -19.8% | -$9.03万 | 减仓 |
| SNDK | SANDISK CORP | $36.53万 | 0.06% | 575 | 575 | — | $36.53万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $36.72万 | 0.06% | 1,486 | 26 | 1.8% | $6,424 | 加仓 |
| HD | HOME DEPOT INC | $37.43万 | 0.07% | 1,138 | -11 | -1.0% | -$3,618 | 减仓 |
| VOT | VANGUARD INDEX FDS | $37.81万 | 0.07% | 1,469 | 3 | 0.2% | $772 | 加仓 |
| LRCX | LAM RESEARCH CORP | $38.35万 | 0.07% | 1,795 | 110 | 6.5% | $2.35万 | 加仓 |
| LEN | LENNAR CORP | $38.83万 | 0.07% | 4,472 | 34 | 0.8% | $2,953 | 加仓 |
| IXUS | ISHARES TR | $38.90万 | 0.07% | 4,490 | -51 | -1.1% | -$4,419 | 减仓 |
| VO | VANGUARD INDEX FDS | $39.86万 | 0.07% | 1,388 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $40.25万 | 0.07% | 5,414 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $41.70万 | 0.07% | 3,751 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $42.82万 | 0.07% | 7,674 | -1 | -0.0% | -$56 | 减仓 |
| LLY | ELI LILLY & CO | $43.78万 | 0.08% | 476 | -10 | -2.1% | -$9,198 | 减仓 |
| CMCSA | COMCAST CORP NEW | $44.68万 | 0.08% | 15,564 | 7,128 | 84.5% | $20.46万 | 加仓 |
| KLAC | KLA CORP | $45.50万 | 0.08% | 309 | 81 | 35.5% | $11.93万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $46.25万 | 0.08% | 27,845 | -2,607 | -8.6% | -$4.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $47.56万 | 0.08% | 7,207 | 1,147 | 18.9% | $7.57万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $49.84万 | 0.09% | 7,425 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $52.88万 | 0.09% | 7,098 | 262 | 3.8% | $1.95万 | 加仓 |
| IJH | ISHARES TR | $54.87万 | 0.10% | 8,125 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $58.39万 | 0.10% | 25,489 | -7,517 | -22.8% | -$17.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $60.68万 | 0.11% | 2,063 | -74 | -3.5% | -$2.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $62.27万 | 0.11% | 1,042 | -267 | -20.4% | -$15.95万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $63.58万 | 0.11% | 4,562 | 1,665 | 57.5% | $23.21万 | 加仓 |
| GOOGL | ALPHABET INC | $68.30万 | 0.12% | 2,375 | -170 | -6.7% | -$4.89万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $73.26万 | 0.13% | 174 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $77.10万 | 0.13% | 6,203 | 1,086 | 21.2% | $13.50万 | 加仓 |
| — | EXXON MOBIL CORP | $77.85万 | 0.14% | 4,588 | 2,651 | 136.9% | $44.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $80.98万 | 0.14% | 2,397 | 1,101 | 85.0% | $37.20万 | 加仓 |
| NFLX | NETFLIX INC. | $82.01万 | 0.14% | 8,530 | -1,861 | -17.9% | -$17.89万 | 减仓 |