KINTRA WEALTH, LLC
WILLIAMSPORT PA · SEC CIK 0001904432
$14.14亿2026Q1 申报市值
406持仓数
32.5%前十大占比 · 第一大 7.8%
198 / 8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
IUSV 新建仓+$4,529.17万
IUSG 新建仓+$4,384.53万
IEFA 新建仓+$4,167.54万
IJR 新建仓+$2,996.46万
IVV 加仓+$2,905.58万
2026Q1 卖出最多 按季末市值估算
GSLC 减仓-$700.47万
IGLB 减仓-$200.31万
GRNY 清仓-$171.89万
IGIB 减仓-$170.07万
SPMO 减仓-$105.39万
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 |
|---|---|---|---|---|---|---|---|---|
| CGMU | CAPITAL GRP FIXED INCM ETF T | $183.16万 | 0.13% | 67,461 | 43,177 | 177.8% | $117.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $183.44万 | 0.13% | 40,211 | 40,211 | — | $183.44万 | 新建仓 |
| BAC | BANK AMERICA CORP | $186.14万 | 0.13% | 38,182 | 29,875 | 359.6% | $145.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $186.22万 | 0.13% | 18,928 | 18,928 | — | $186.22万 | 新建仓 |
| SMH | VANECK ETF TRUST | $203.87万 | 0.14% | 5,317 | 769 | 16.9% | $29.49万 | 加仓 |
| CAT | CATERPILLAR INC | $203.97万 | 0.14% | 2,879 | 1,062 | 58.4% | $75.24万 | 加仓 |
| IEMG | ISHARES INC | $209.33万 | 0.15% | 30,012 | 30,012 | — | $209.33万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $212.01万 | 0.15% | 6,177 | 6,177 | — | $212.01万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $214.38万 | 0.15% | 6,272 | 6,272 | — | $214.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $214.97万 | 0.15% | 8,869 | 4,103 | 86.1% | $99.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $222.32万 | 0.16% | 76,320 | 5,532 | 7.8% | $16.11万 | 加仓 |
| AMGN | AMGEN INC | $224.74万 | 0.16% | 6,387 | 5,393 | 542.6% | $189.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $227.37万 | 0.16% | 45,293 | 14,602 | 47.6% | $73.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $229.66万 | 0.16% | 11,100 | 6,077 | 121.0% | $125.74万 | 加仓 |
| V | VISA INC | $229.72万 | 0.16% | 7,601 | 5,464 | 255.7% | $165.14万 | 加仓 |
| HD | HOME DEPOT INC | $230.03万 | 0.16% | 6,994 | 6,166 | 744.7% | $202.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $234.55万 | 0.17% | 4,694 | 2,551 | 119.0% | $127.47万 | 加仓 |
| IBDR | ISHARES TR | $238.62万 | 0.17% | 98,441 | 8,287 | 9.2% | $20.09万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $239.01万 | 0.17% | 28,278 | 28,278 | — | $239.01万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $247.09万 | 0.17% | 16,931 | 14,715 | 664.0% | $214.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $252.09万 | 0.18% | 23,132 | 23,132 | — | $252.09万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $253.29万 | 0.18% | 47,437 | -190 | -0.4% | -$1.01万 | 减仓 |
| IBDW | ISHARES TR | $264.74万 | 0.19% | 126,491 | 111,541 | 746.1% | $233.45万 | 加仓 |
| IBDV | ISHARES TR | $265.34万 | 0.19% | 121,216 | 32,297 | 36.3% | $70.70万 | 加仓 |
| LLY | ELI LILLY & CO | $270.92万 | 0.19% | 2,946 | 1,445 | 96.3% | $132.88万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $272.36万 | 0.19% | 33,223 | 33,223 | — | $272.36万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $273.38万 | 0.19% | 13,415 | 13,415 | — | $273.38万 | 新建仓 |
| IBDS | ISHARES TR | $275.82万 | 0.20% | 113,786 | 97,867 | 614.8% | $237.23万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $281.90万 | 0.20% | 9,327 | 9,327 | — | $281.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $289.75万 | 0.20% | 2,908 | 1,734 | 147.7% | $172.78万 | 加仓 |
| SGOV | ISHARES TR | $292.23万 | 0.21% | 29,031 | 29,031 | — | $292.23万 | 新建仓 |
| IBTJ | ISHARES TR | $292.92万 | 0.21% | 126,510 | 117,010 | 1,231.7% | $270.92万 | 加仓 |
| IWF | ISHARES TR | $311.14万 | 0.22% | 7,297 | 5,982 | 454.9% | $255.07万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $311.55万 | 0.22% | 53,277 | -1,735 | -3.2% | -$10.15万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $343.10万 | 0.24% | 8,416 | 8,416 | — | $343.10万 | 新建仓 |
| META | META PLATFORMS INC | $345.93万 | 0.24% | 6,046 | 3,756 | 164.0% | $214.90万 | 加仓 |
| PULS | PGIM ETF TR | $347.21万 | 0.25% | 70,143 | 34,901 | 99.0% | $172.76万 | 加仓 |
| WMT | WALMART INC | $348.20万 | 0.25% | 28,018 | 21,345 | 319.9% | $265.27万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $350.92万 | 0.25% | 87,315 | 41,095 | 88.9% | $165.16万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $354.49万 | 0.25% | 69,536 | 1,219 | 1.8% | $6.21万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $362.21万 | 0.26% | 173,304 | 382 | 0.2% | $7,984 | 加仓 |
| VTI | VANGUARD INDEX FDS | $363.92万 | 0.26% | 11,344 | 9,796 | 632.8% | $314.26万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $370.86万 | 0.26% | 107,776 | 100,681 | 1,419.0% | $346.44万 | 加仓 |
| TSLA | TESLA INC | $373.46万 | 0.26% | 10,046 | 6,724 | 202.4% | $249.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $375.08万 | 0.27% | 25,968 | 23,466 | 937.9% | $338.94万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $377.44万 | 0.27% | 14,666 | 14,666 | — | $377.44万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $378.32万 | 0.27% | 202,742 | 3,040 | 1.5% | $5.67万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $381.64万 | 0.27% | 17,567 | 17,567 | — | $381.64万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $392.19万 | 0.28% | 21,282 | 21,282 | — | $392.19万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $398.24万 | 0.28% | 27,474 | 27,474 | — | $398.24万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $400.35万 | 0.28% | 37,929 | 18,789 | 98.2% | $198.32万 | 加仓 |
| MOAT | VANECK ETF TRUST | $415.75万 | 0.29% | 42,994 | 1,946 | 4.7% | $18.82万 | 加仓 |
| MRK | MERCK & CO INC | $424.74万 | 0.30% | 35,310 | 30,465 | 628.8% | $366.46万 | 加仓 |
| IWD | ISHARES TR | $427.68万 | 0.30% | 20,016 | 17,103 | 587.1% | $365.44万 | 加仓 |
| — | SSGA ACTIVE TR | $432.05万 | 0.31% | 172,440 | -19,896 | -10.3% | -$49.85万 | 减仓 |
| IWP | ISHARES TR | $434.69万 | 0.31% | 33,928 | 24,784 | 271.0% | $317.53万 | 加仓 |
| ABBV | ABBVIE INC | $440.93万 | 0.31% | 20,274 | 10,210 | 101.5% | $222.05万 | 加仓 |
| IBDT | ISHARES TR | $450.64万 | 0.32% | 177,907 | 100,887 | 131.0% | $255.55万 | 加仓 |
| IBDX | ISHARES TR | $450.71万 | 0.32% | 178,356 | 101,679 | 132.6% | $256.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $464.54万 | 0.33% | 120,911 | 91,799 | 315.3% | $352.69万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $489.18万 | 0.35% | 239,525 | 9,766 | 4.3% | $19.95万 | 加仓 |
| USHY | ISHARES TR | $500.06万 | 0.35% | 135,740 | 135,740 | — | $500.06万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $504.39万 | 0.36% | 13,727 | 13,727 | — | $504.39万 | 新建仓 |
| — | EXXON MOBIL CORP | $514.74万 | 0.36% | 30,340 | 25,696 | 553.3% | $435.95万 | 加仓 |
| IGIB | ISHARES TR | $517.80万 | 0.37% | 97,295 | -31,956 | -24.7% | -$170.07万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $530.22万 | 0.38% | 58,822 | 58,822 | — | $530.22万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $533.55万 | 0.38% | 67,240 | 1,491 | 2.3% | $11.83万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $539.93万 | 0.38% | 275,122 | 12,496 | 4.8% | $24.52万 | 加仓 |
| AVGO | BROADCOM INC | $551.18万 | 0.39% | 17,808 | 13,758 | 339.7% | $425.83万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $566.43万 | 0.40% | 230,255 | -2,666 | -1.1% | -$6.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $569.03万 | 0.40% | 19,344 | 10,055 | 108.2% | $295.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $620.66万 | 0.44% | 12,952 | 7,802 | 151.5% | $373.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $623.09万 | 0.44% | 45,047 | 45,047 | — | $623.09万 | 新建仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $637.58万 | 0.45% | 145,434 | 602 | 0.4% | $2.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $639.97万 | 0.45% | 99,870 | 85,458 | 593.0% | $547.62万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $666.55万 | 0.47% | 218,540 | 88,870 | 68.5% | $271.05万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $668.36万 | 0.47% | 32,476 | 32,476 | — | $668.36万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $690.91万 | 0.49% | 143,789 | 143,789 | — | $690.91万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $738.74万 | 0.52% | 15,949 | 15,949 | — | $738.74万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $746.63万 | 0.53% | 30,544 | 26,236 | 609.0% | $641.32万 | 加仓 |
| BCI | ABRDN ETFS | $768.80万 | 0.54% | 316,511 | 39,310 | 14.2% | $95.48万 | 加仓 |
| AGG | ISHARES TR | $773.46万 | 0.55% | 77,915 | 67,887 | 677.0% | $673.91万 | 加仓 |
| GOOG | ALPHABET INC | $795.42万 | 0.56% | 27,728 | 25,529 | 1,160.9% | $732.34万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $841.67万 | 0.60% | 107,342 | 91,785 | 590.0% | $719.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $857.52万 | 0.61% | 201,579 | 46,974 | 30.4% | $199.83万 | 加仓 |
| GOOGL | ALPHABET INC | $889.90万 | 0.63% | 30,947 | 13,016 | 72.6% | $374.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $914.43万 | 0.65% | 20,935 | 20,314 | 3,271.2% | $887.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,117.61万 | 0.79% | 56,963 | 56,963 | — | $1,117.61万 | 新建仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,121.12万 | 0.79% | 150,390 | 5,304 | 3.7% | $39.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,310.29万 | 0.93% | 236,004 | 20,407 | 9.5% | $113.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,617.01万 | 1.14% | 24,864 | 19,140 | 334.4% | $1,244.76万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,714.12万 | 1.21% | 340,306 | 12,136 | 3.7% | $61.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,719.17万 | 1.22% | 46,443 | 32,971 | 244.7% | $1,220.48万 | 加仓 |
| CIEN | CIENA CORP | $1,725.72万 | 1.22% | 44,451 | -242 | -0.5% | -$9.40万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,734.98万 | 1.23% | 362,816 | 7,116 | 2.0% | $34.03万 | 加仓 |
| IJH | ISHARES TR | $1,787.49万 | 1.26% | 264,695 | 264,695 | — | $1,787.49万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,949.53万 | 1.38% | 93,606 | 73,961 | 376.5% | $1,540.39万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,983.09万 | 1.40% | 392,069 | 175,527 | 81.1% | $887.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,010.21万 | 1.42% | 33,641 | 33,641 | — | $2,010.21万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,078.84万 | 1.47% | 991,815 | 60,375 | 6.5% | $126.55万 | 加仓 |