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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -27,845 | -100.0% | -$46.25万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -15,564 | -100.0% | -$44.68万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,073 | -100.0% | -$36.49万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$34.73万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -651 | -100.0% | -$30.81万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -4,467 | -100.0% | -$29.53万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -15,437 | -100.0% | -$28.59万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$28.24万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -993 | -100.0% | -$24.14万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.45万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -10,347 | -100.0% | -$13.98万 | 清仓 |
| MASS | 908 DEVICES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.12万 | 清仓 |
| ENIC | ENEL CHILE SA | $0 | 0.00% | 0 | -11,873 | -100.0% | -$4.68万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -11,060 | -100.0% | -$4.05万 | 清仓 |
| WIT | WIPRO LTD | $3.37万 | 0.01% | 14,997 | -10,897 | -42.1% | -$2.45万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $20.31万 | 0.03% | 2,105 | 2,105 | — | $20.31万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.45万 | 0.03% | 1,543 | -20 | -1.3% | -$2,650 | 减仓 |
| EOG | EOG RES INC | $20.48万 | 0.03% | 1,579 | 1,579 | — | $20.48万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.62万 | 0.03% | 1,755 | 1,755 | — | $20.62万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.86万 | 0.03% | 1,947 | -41 | -2.1% | -$4,392 | 减仓 |
| KR | KROGER CO | $20.99万 | 0.03% | 3,780 | 749 | 24.7% | $4.16万 | 加仓 |
| URI | UNITED RENTALS INC | $21.18万 | 0.03% | 187 | 187 | — | $21.18万 | 新建仓 |
| WPC | WP CAREY INC | $21.45万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $21.58万 | 0.04% | 8,036 | -769 | -8.7% | -$2.07万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.59万 | 0.04% | 964 | 964 | — | $21.59万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $21.88万 | 0.04% | 4,342 | 4,342 | — | $21.88万 | 新建仓 |
| EVRG | EVERGY INC | $21.94万 | 0.04% | 2,539 | 2,539 | — | $21.94万 | 新建仓 |
| VST | VISTRA CORP | $21.95万 | 0.04% | 1,384 | -208 | -13.1% | -$3.30万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.18万 | 0.04% | 2,409 | 202 | 9.2% | $1.86万 | 加仓 |
| EFG | ISHARES TR | $22.48万 | 0.04% | 1,807 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.56万 | 0.04% | 5,329 | 5,329 | — | $22.56万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.70万 | 0.04% | 3,940 | -1,265 | -24.3% | -$7.29万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $22.77万 | 0.04% | 5,739 | -189 | -3.2% | -$7,500 | 减仓 |
| BAC | BANK OF AMER CORP | $23.82万 | 0.04% | 4,180 | 4,180 | — | $23.82万 | 新建仓 |
| INTC | INTEL CORP | $23.86万 | 0.04% | 1,709 | 1,709 | — | $23.86万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.90万 | 0.04% | 618 | -91 | -12.8% | -$3.52万 | 减仓 |
| WELL | WELLTOWER INC | $23.94万 | 0.04% | 1,055 | 1,055 | — | $23.94万 | 新建仓 |
| IJR | ISHARES TR | $24.28万 | 0.04% | 1,637 | 1,637 | — | $24.28万 | 新建仓 |
| FDX | FEDEX CORP | $24.74万 | 0.04% | 790 | 92 | 13.2% | $2.88万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $24.85万 | 0.04% | 3,335 | -56 | -1.7% | -$4,173 | 减仓 |
| KO | COCA COLA CO | $24.94万 | 0.04% | 3,068 | 3,068 | — | $24.94万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.23万 | 0.04% | 1,666 | 409 | 32.5% | $6.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.69万 | 0.04% | 1,550 | 414 | 36.4% | $6.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.48万 | 0.04% | 637 | -22 | -3.3% | -$9,146 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.96万 | 0.04% | 437 | 437 | — | $26.96万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $29.60万 | 0.05% | 1,218 | 5 | 0.4% | $1,215 | 加仓 |
| ALL | ALLSTATE CORP | $30.00万 | 0.05% | 1,261 | 1,261 | — | $30.00万 | 新建仓 |
| IWO | ISHARES TR | $30.16万 | 0.05% | 766 | 1 | 0.1% | $394 | 加仓 |
| ABBV | ABBVIE INC | $30.17万 | 0.05% | 1,199 | 1,199 | — | $30.17万 | 新建仓 |
| FISV | FISERV INC | $30.92万 | 0.05% | 6,303 | -1,371 | -17.9% | -$6.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.98万 | 0.05% | 306 | 64 | 26.4% | $6.48万 | 加仓 |
| MTUM | ISHARES TR | $31.78万 | 0.05% | 927 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $32.14万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $32.23万 | 0.05% | 890 | 222 | 33.2% | $8.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.38万 | 0.05% | 11,001 | 581 | 5.6% | $1.71万 | 重新持有 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.43万 | 0.05% | 6,732 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $32.78万 | 0.05% | 350 | 116 | 49.6% | $10.87万 | 加仓 |
| V | VISA INC | $33.11万 | 0.05% | 965 | 965 | — | $33.11万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.39万 | 0.06% | 1,223 | 1,223 | — | $34.39万 | 新建仓 |
| APP | APPLOVIN CORP | $34.57万 | 0.06% | 671 | 163 | 32.1% | $8.40万 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.17万 | 0.06% | 2,311 | 14 | 0.6% | $2,131 | 加仓 |
| VOE | VANGUARD INDEX FDS | $38.70万 | 0.06% | 1,958 | 9 | 0.5% | $1,779 | 加仓 |
| ADI | ANALOG DEVICES INC | $38.92万 | 0.06% | 980 | 149 | 17.9% | $5.92万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $39.92万 | 0.06% | 3,659 | 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 |
| EFV | ISHARES TR | $41.44万 | 0.07% | 5,414 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $41.65万 | 0.07% | 717 | 717 | — | $41.65万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $42.32万 | 0.07% | 1,625 | 139 | 9.4% | $3.62万 | 加仓 |
| IXUS | ISHARES TR | $42.80万 | 0.07% | 4,484 | -6 | -0.1% | -$573 | 减仓 |
| VO | VANGUARD INDEX FDS | $43.06万 | 0.07% | 5,344 | -208 | -3.7% | -$1.68万 | 减仓 |
| HD | HOME DEPOT INC | $43.67万 | 0.07% | 1,238 | 100 | 8.8% | $3.53万 | 加仓 |
| QCOM | QUALCOMM INC | $44.83万 | 0.07% | 2,426 | 284 | 13.3% | $5.25万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $45.06万 | 0.07% | 1,471 | 2 | 0.1% | $613 | 加仓 |
| IXN | ISHARES TR | $45.90万 | 0.07% | 3,177 | -350 | -9.9% | -$5.06万 | 减仓 |
| LEN | LENNAR CORP | $46.27万 | 0.08% | 5,113 | 641 | 14.3% | $5.80万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $46.48万 | 0.08% | 2,877 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $48.04万 | 0.08% | 3,751 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $48.96万 | 0.08% | 2,570 | 50 | 2.0% | $9,526 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $51.25万 | 0.08% | 2,018 | 908 | 81.8% | $23.06万 | 加仓 |
| GM | GENERAL MTRS CO | $54.67万 | 0.09% | 7,093 | -5 | -0.1% | -$385 | 减仓 |
| MO | ALTRIA GROUP INC | $55.26万 | 0.09% | 7,680 | 473 | 6.6% | $3.40万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $55.66万 | 0.09% | 7,425 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $55.98万 | 0.09% | 815 | -227 | -21.8% | -$15.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.45万 | 0.09% | 4,924 | -858 | -14.8% | -$10.01万 | 减仓 |
| CAT | CATERPILLAR INC | $57.48万 | 0.09% | 540 | 135 | 33.3% | $14.37万 | 加仓 |
| NFLX | NETFLIX INC. | $58.68万 | 0.10% | 8,219 | -311 | -3.6% | -$2.22万 | 减仓 |
| C | CITIGROUP INC | $60.73万 | 0.10% | 4,339 | 1,126 | 35.0% | $15.76万 | 加仓 |
| GOVT | ISHARES TR | $61.76万 | 0.10% | 27,110 | 1,621 | 6.4% | $3.69万 | 加仓 |
| IJH | ISHARES TR | $67.66万 | 0.11% | 8,775 | 650 | 8.0% | $5.01万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $71.45万 | 0.12% | 28,973 | -1,611,740 | -98.2% | -$3,974.50万 | 减仓 |
| WMT | WALMART INC | $71.59万 | 0.12% | 6,320 | 117 | 1.9% | $1.33万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.80万 | 0.12% | 744 | -134 | -15.3% | -$12.93万 | 减仓 |
| — | EXXON MOBIL CORP | $74.46万 | 0.12% | 5,446 | 858 | 18.7% | $11.73万 | 加仓 |
| TSLA | TESLA INC | $75.20万 | 0.12% | 1,788 | 1,171 | 189.8% | $49.25万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $75.38万 | 0.12% | 4,229 | -121 | -2.8% | -$2.16万 | 减仓 |
| LLY | ELI LILLY & CO | $79.28万 | 0.13% | 661 | 185 | 38.9% | $22.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.93万 | 0.14% | 2,006 | 211 | 11.8% | $9.14万 | 加仓 |
| WFC | WELLS FARGO & CO | $87.20万 | 0.14% | 10,552 | -1,306 | -11.0% | -$10.79万 | 减仓 |
| TFLO | ISHARES TR | $88.39万 | 0.14% | 17,459 | 415 | 2.4% | $2.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.61万 | 0.15% | 2,890 | 827 | 40.1% | $27.07万 | 加仓 |