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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $9,077.80万 | 15.83% | 1,280,186 | -173,823 | -12.0% | -$1,232.58万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $5,717.26万 | 9.97% | 612,979 | -111,422 | -15.4% | -$1,039.23万 | 减仓 |
| IWY | ISHARES TR | $5,120.49万 | 8.93% | 205,774 | -42,822 | -17.2% | -$1,065.58万 | 减仓 |
| IUSB | ISHARES TR | $4,487.59万 | 7.82% | 971,550 | -70,909 | -6.8% | -$327.53万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,087.02万 | 7.13% | 1,640,713 | -128,253 | -7.3% | -$319.48万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,638.98万 | 6.34% | 625,468 | -121,884 | -16.3% | -$709.12万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $3,185.45万 | 5.55% | 550,031 | -112,711 | -17.0% | -$652.75万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,225.09万 | 3.88% | 473,927 | -25,646 | -5.1% | -$120.41万 | 减仓 |
| AAPL | APPLE INC | $1,698.33万 | 2.96% | 66,919 | -4,114 | -5.8% | -$104.41万 | 减仓 |
| COWZ | PACER FDS TR | $1,661.09万 | 2.90% | 265,519 | -80,846 | -23.3% | -$505.77万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,414.11万 | 2.47% | 563,390 | -361,757 | -39.1% | -$908.01万 | 减仓 |
| FRDM | EA SERIES TRUST | $1,257.38万 | 2.19% | 230,078 | -115,564 | -33.4% | -$631.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,120.54万 | 1.95% | 101,434 | -33,952 | -25.1% | -$375.07万 | 减仓 |
| QUAL | ISHARES TR | $1,094.96万 | 1.91% | 57,085 | -9,171 | -13.8% | -$175.91万 | 减仓 |
| AIQ | GLOBAL X FDS | $730.04万 | 1.27% | 156,427 | 3,380 | 2.2% | $15.77万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $657.61万 | 1.15% | 138,356 | -4,750 | -3.3% | -$22.58万 | 减仓 |
| EMXC | ISHARES INC | $646.29万 | 1.13% | 82,163 | -33,061 | -28.7% | -$260.06万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $462.25万 | 0.81% | 140,289 | 71 | 0.1% | $2,339 | 加仓 |
| IWV | ISHARES TR | $416.98万 | 0.73% | 11,249 | -576 | -4.9% | -$21.35万 | 减仓 |
| PYLD | PIMCO ETF TR | $366.66万 | 0.64% | 139,945 | 32,756 | 30.6% | $85.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $318.46万 | 0.56% | 86,632 | -5,567 | -6.0% | -$20.46万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $316.11万 | 0.55% | 51,550 | -2,959 | -5.4% | -$18.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $309.65万 | 0.54% | 4,761 | -25,176 | -84.1% | -$1,637.44万 | 减仓 |
| GOOG | ALPHABET INC | $290.22万 | 0.51% | 10,117 | -322 | -3.1% | -$9.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.09万 | 0.50% | 5,928 | -88 | -1.5% | -$4.22万 | 减仓 |
| BOND | PIMCO ETF TR | $261.78万 | 0.46% | 28,368 | -4,733 | -14.3% | -$43.68万 | 减仓 |
| IWF | ISHARES TR | $255.36万 | 0.45% | 5,989 | 2,412 | 67.4% | $102.84万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $228.51万 | 0.40% | 39,035 | 7,685 | 24.5% | $44.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $227.33万 | 0.40% | 91,849 | -124,284 | -57.5% | -$307.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $223.53万 | 0.39% | 11,393 | -253 | -2.2% | -$4.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $221.82万 | 0.39% | 12,719 | -2,761 | -17.8% | -$48.15万 | 减仓 |
| IVV | ISHARES TR | $168.50万 | 0.29% | 2,580 | -19 | -0.7% | -$1.24万 | 减仓 |
| LRGF | ISHARES TR | $154.84万 | 0.27% | 23,461 | 1,823 | 8.4% | $12.03万 | 加仓 |
| AGG | ISHARES TR | $154.21万 | 0.27% | 15,534 | -2,307 | -12.9% | -$22.90万 | 减仓 |
| MBB | ISHARES TR | $153.72万 | 0.27% | 16,190 | -1,428 | -8.1% | -$13.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $152.18万 | 0.27% | 3,046 | -1,767 | -36.7% | -$88.28万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $144.82万 | 0.25% | 19,260 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $143.81万 | 0.25% | 11,955 | 481 | 4.2% | $5.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $141.06万 | 0.25% | 4,174 | 152 | 3.8% | $5.14万 | 加仓 |
| AMZN | AMAZON COM INC | $137.06万 | 0.24% | 6,581 | 1,112 | 20.3% | $23.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $133.29万 | 0.23% | 3,601 | -44 | -1.2% | -$1.63万 | 减仓 |
| META | META PLATFORMS INC | $128.63万 | 0.22% | 2,248 | -17 | -0.8% | -$9,728 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $128.49万 | 0.22% | 18,064 | -928 | -4.9% | -$6.60万 | 减仓 |
| GE | GE AEROSPACE | $121.73万 | 0.21% | 4,290 | -115 | -2.6% | -$3.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $118.78万 | 0.21% | 2,058 | -622 | -23.2% | -$35.90万 | 减仓 |
| PULS | PGIM ETF TR | $100.84万 | 0.18% | 20,372 | 6,965 | 52.0% | $34.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $96.24万 | 0.17% | 15,018 | 1,205 | 8.7% | $7.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $94.40万 | 0.16% | 11,858 | -1,532 | -11.4% | -$12.20万 | 减仓 |
| GEV | GE VERNOVA INC | $91.04万 | 0.16% | 1,043 | 16 | 1.6% | $1.40万 | 加仓 |
| TFLO | ISHARES TR | $86.29万 | 0.15% | 17,044 | 6,944 | 68.8% | $35.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.58万 | 0.15% | 5,782 | 16 | 0.3% | $2,341 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.40万 | 0.15% | 2,631 | -30 | -1.1% | -$9,624 | 减仓 |
| NFLX | NETFLIX INC. | $82.01万 | 0.14% | 8,530 | -1,861 | -17.9% | -$17.89万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $80.98万 | 0.14% | 2,397 | 1,101 | 85.0% | $37.20万 | 加仓 |
| — | EXXON MOBIL CORP | $77.85万 | 0.14% | 4,588 | 2,651 | 136.9% | $44.98万 | 加仓 |
| WMT | WALMART INC | $77.10万 | 0.13% | 6,203 | 1,086 | 21.2% | $13.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $73.26万 | 0.13% | 174 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $68.30万 | 0.12% | 2,375 | -170 | -6.7% | -$4.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $63.58万 | 0.11% | 4,562 | 1,665 | 57.5% | $23.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.27万 | 0.11% | 1,042 | -267 | -20.4% | -$15.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $60.68万 | 0.11% | 2,063 | -74 | -3.5% | -$2.18万 | 减仓 |
| GOVT | ISHARES TR | $58.39万 | 0.10% | 25,489 | -7,517 | -22.8% | -$17.22万 | 减仓 |
| IJH | ISHARES TR | $54.87万 | 0.10% | 8,125 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $52.88万 | 0.09% | 7,098 | 262 | 3.8% | $1.95万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $49.84万 | 0.09% | 7,425 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $47.56万 | 0.08% | 7,207 | 1,147 | 18.9% | $7.57万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $46.25万 | 0.08% | 27,845 | -2,607 | -8.6% | -$4.33万 | 减仓 |
| KLAC | KLA CORP | $45.50万 | 0.08% | 309 | 81 | 35.5% | $11.93万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $44.68万 | 0.08% | 15,564 | 7,128 | 84.5% | $20.46万 | 加仓 |
| LLY | ELI LILLY & CO | $43.78万 | 0.08% | 476 | -10 | -2.1% | -$9,198 | 减仓 |
| FISV | FISERV INC | $42.82万 | 0.07% | 7,674 | -1 | -0.0% | -$56 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $41.70万 | 0.07% | 3,751 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $40.25万 | 0.07% | 5,414 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $39.86万 | 0.07% | 1,388 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $38.90万 | 0.07% | 4,490 | -51 | -1.1% | -$4,419 | 减仓 |
| LEN | LENNAR CORP | $38.83万 | 0.07% | 4,472 | 34 | 0.8% | $2,953 | 加仓 |
| LRCX | LAM RESEARCH CORP | $38.35万 | 0.07% | 1,795 | 110 | 6.5% | $2.35万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $37.81万 | 0.07% | 1,469 | 3 | 0.2% | $772 | 加仓 |
| HD | HOME DEPOT INC | $37.43万 | 0.07% | 1,138 | -11 | -1.0% | -$3,618 | 减仓 |
| VLO | VALERO ENERGY CORP | $36.72万 | 0.06% | 1,486 | 26 | 1.8% | $6,424 | 加仓 |
| SNDK | SANDISK CORP | $36.53万 | 0.06% | 575 | 575 | — | $36.53万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $36.49万 | 0.06% | 5,073 | -1,255 | -19.8% | -$9.03万 | 减仓 |
| C | CITIGROUP INC | $36.44万 | 0.06% | 3,213 | -2,340 | -42.1% | -$26.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $35.92万 | 0.06% | 1,949 | 10 | 0.5% | $1,843 | 加仓 |
| IXN | ISHARES TR | $35.26万 | 0.06% | 3,527 | -90 | -2.5% | -$8,997 | 减仓 |
| LOW | LOWES COS INC | $34.73万 | 0.06% | 1,470 | -50 | -3.3% | -$1.18万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $34.61万 | 0.06% | 3,659 | -90 | -2.4% | -$8,512 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.40万 | 0.06% | 878 | -80 | -8.4% | -$3.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $33.52万 | 0.06% | 2,297 | 13 | 0.6% | $1,897 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $33.49万 | 0.06% | 2,520 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.25万 | 0.06% | 2,877 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $31.66万 | 0.06% | 6,732 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.57万 | 0.06% | 5,205 | 829 | 18.9% | $5.03万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $30.81万 | 0.05% | 651 | 49 | 8.1% | $2.32万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $29.53万 | 0.05% | 4,467 | -929 | -17.2% | -$6.14万 | 减仓 |
| CAT | CATERPILLAR INC | $28.72万 | 0.05% | 405 | -4 | -1.0% | -$2,837 | 减仓 |
| AVGO | BROADCOM INC | $28.59万 | 0.05% | 924 | -1,261 | -57.7% | -$39.02万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $28.59万 | 0.05% | 15,437 | 18 | 0.1% | $333 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.24万 | 0.05% | 1,000 | 1,000 | — | $28.24万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $27.99万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |