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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $1.10亿 | 7.79% | 1,822,032 | 33,349 | 1.9% | $201.47万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $4,863.21万 | 3.44% | 1,900,432 | -25,055 | -1.3% | -$64.12万 | 减仓 |
| IUSV | ISHARES TR | $4,529.17万 | 3.20% | 442,950 | 442,950 | — | $4,529.17万 | 新建仓 |
| IUSG | ISHARES TR | $4,384.53万 | 3.10% | 282,672 | 282,672 | — | $4,384.53万 | 新建仓 |
| IEFA | ISHARES TR | $4,167.54万 | 2.95% | 460,349 | 460,349 | — | $4,167.54万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $3,795.11万 | 2.68% | 1,066,340 | 37,064 | 3.6% | $131.91万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $3,559.32万 | 2.52% | 284,450 | -55,979 | -16.4% | -$700.47万 | 减仓 |
| IVV | ISHARES TR | $3,419.59万 | 2.42% | 52,351 | 44,482 | 565.3% | $2,905.58万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,122.52万 | 2.21% | 663,236 | 37,055 | 5.9% | $174.45万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3,054.00万 | 2.16% | 1,162,985 | 584,162 | 100.9% | $1,534.01万 | 加仓 |
| IJR | ISHARES TR | $2,996.46万 | 2.12% | 241,048 | 241,048 | — | $2,996.46万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,832.84万 | 2.00% | 162,433 | 104,658 | 181.1% | $1,825.24万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,659.15万 | 1.88% | 577,197 | 216,928 | 60.2% | $999.39万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2,599.67万 | 1.84% | 1,550,190 | 15,647 | 1.0% | $26.24万 | 加仓 |
| AAPL | APPLE INC | $2,596.38万 | 1.84% | 102,304 | 71,335 | 230.3% | $1,810.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,470.91万 | 1.75% | 114,894 | 14,613 | 14.6% | $314.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,413.11万 | 1.71% | 41,809 | 40,428 | 2,927.4% | $2,333.40万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $2,159.67万 | 1.53% | 431,589 | 23,043 | 5.6% | $115.31万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,078.84万 | 1.47% | 991,815 | 60,375 | 6.5% | $126.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,010.21万 | 1.42% | 33,641 | 33,641 | — | $2,010.21万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $1,983.09万 | 1.40% | 392,069 | 175,527 | 81.1% | $887.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1,949.53万 | 1.38% | 93,606 | 73,961 | 376.5% | $1,540.39万 | 加仓 |
| IJH | ISHARES TR | $1,787.49万 | 1.26% | 264,695 | 264,695 | — | $1,787.49万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,734.98万 | 1.23% | 362,816 | 7,116 | 2.0% | $34.03万 | 加仓 |
| CIEN | CIENA CORP | $1,725.72万 | 1.22% | 44,451 | -242 | -0.5% | -$9.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,719.17万 | 1.22% | 46,443 | 32,971 | 244.7% | $1,220.48万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,714.12万 | 1.21% | 340,306 | 12,136 | 3.7% | $61.13万 | 加仓 |
| 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 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,310.29万 | 0.93% | 236,004 | 20,407 | 9.5% | $113.30万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,121.12万 | 0.79% | 150,390 | 5,304 | 3.7% | $39.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,117.61万 | 0.79% | 56,963 | 56,963 | — | $1,117.61万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $914.43万 | 0.65% | 20,935 | 20,314 | 3,271.2% | $887.31万 | 加仓 |
| GOOGL | ALPHABET INC | $889.90万 | 0.63% | 30,947 | 13,016 | 72.6% | $374.28万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $857.52万 | 0.61% | 201,579 | 46,974 | 30.4% | $199.83万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $841.67万 | 0.60% | 107,342 | 91,785 | 590.0% | $719.69万 | 加仓 |
| GOOG | ALPHABET INC | $795.42万 | 0.56% | 27,728 | 25,529 | 1,160.9% | $732.34万 | 加仓 |
| AGG | ISHARES TR | $773.46万 | 0.55% | 77,915 | 67,887 | 677.0% | $673.91万 | 加仓 |
| BCI | ABRDN ETFS | $768.80万 | 0.54% | 316,511 | 39,310 | 14.2% | $95.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $746.63万 | 0.53% | 30,544 | 26,236 | 609.0% | $641.32万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $738.74万 | 0.52% | 15,949 | 15,949 | — | $738.74万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $690.91万 | 0.49% | 143,789 | 143,789 | — | $690.91万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $668.36万 | 0.47% | 32,476 | 32,476 | — | $668.36万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $666.55万 | 0.47% | 218,540 | 88,870 | 68.5% | $271.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $639.97万 | 0.45% | 99,870 | 85,458 | 593.0% | $547.62万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $637.58万 | 0.45% | 145,434 | 602 | 0.4% | $2.64万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $623.09万 | 0.44% | 45,047 | 45,047 | — | $623.09万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $620.66万 | 0.44% | 12,952 | 7,802 | 151.5% | $373.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $569.03万 | 0.40% | 19,344 | 10,055 | 108.2% | $295.78万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $566.43万 | 0.40% | 230,255 | -2,666 | -1.1% | -$6.56万 | 减仓 |
| AVGO | BROADCOM INC | $551.18万 | 0.39% | 17,808 | 13,758 | 339.7% | $425.83万 | 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 |
| JSMD | JANUS DETROIT STR TR | $533.55万 | 0.38% | 67,240 | 1,491 | 2.3% | $11.83万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $530.22万 | 0.38% | 58,822 | 58,822 | — | $530.22万 | 新建仓 |
| IGIB | ISHARES TR | $517.80万 | 0.37% | 97,295 | -31,956 | -24.7% | -$170.07万 | 减仓 |
| — | EXXON MOBIL CORP | $514.74万 | 0.36% | 30,340 | 25,696 | 553.3% | $435.95万 | 加仓 |
| MGK | VANGUARD WORLD FD | $504.39万 | 0.36% | 13,727 | 13,727 | — | $504.39万 | 新建仓 |
| USHY | ISHARES TR | $500.06万 | 0.35% | 135,740 | 135,740 | — | $500.06万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $489.18万 | 0.35% | 239,525 | 9,766 | 4.3% | $19.95万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $464.54万 | 0.33% | 120,911 | 91,799 | 315.3% | $352.69万 | 加仓 |
| IBDX | ISHARES TR | $450.71万 | 0.32% | 178,356 | 101,679 | 132.6% | $256.94万 | 加仓 |
| IBDT | ISHARES TR | $450.64万 | 0.32% | 177,907 | 100,887 | 131.0% | $255.55万 | 加仓 |
| ABBV | ABBVIE INC | $440.93万 | 0.31% | 20,274 | 10,210 | 101.5% | $222.05万 | 加仓 |
| IWP | ISHARES TR | $434.69万 | 0.31% | 33,928 | 24,784 | 271.0% | $317.53万 | 加仓 |
| — | SSGA ACTIVE TR | $432.05万 | 0.31% | 172,440 | -19,896 | -10.3% | -$49.85万 | 减仓 |
| IWD | ISHARES TR | $427.68万 | 0.30% | 20,016 | 17,103 | 587.1% | $365.44万 | 加仓 |
| MRK | MERCK & CO INC | $424.74万 | 0.30% | 35,310 | 30,465 | 628.8% | $366.46万 | 加仓 |
| MOAT | VANECK ETF TRUST | $415.75万 | 0.29% | 42,994 | 1,946 | 4.7% | $18.82万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $400.35万 | 0.28% | 37,929 | 18,789 | 98.2% | $198.32万 | 加仓 |
| MGV | VANGUARD WORLD FD | $398.24万 | 0.28% | 27,474 | 27,474 | — | $398.24万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $392.19万 | 0.28% | 21,282 | 21,282 | — | $392.19万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $381.64万 | 0.27% | 17,567 | 17,567 | — | $381.64万 | 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 |
| VOT | VANGUARD INDEX FDS | $377.44万 | 0.27% | 14,666 | 14,666 | — | $377.44万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $375.08万 | 0.27% | 25,968 | 23,466 | 937.9% | $338.94万 | 加仓 |
| TSLA | TESLA INC | $373.46万 | 0.26% | 10,046 | 6,724 | 202.4% | $249.96万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $370.86万 | 0.26% | 107,776 | 100,681 | 1,419.0% | $346.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $363.92万 | 0.26% | 11,344 | 9,796 | 632.8% | $314.26万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $362.21万 | 0.26% | 173,304 | 382 | 0.2% | $7,984 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $350.92万 | 0.25% | 87,315 | 41,095 | 88.9% | $165.16万 | 加仓 |
| WMT | WALMART INC | $348.20万 | 0.25% | 28,018 | 21,345 | 319.9% | $265.27万 | 加仓 |
| PULS | PGIM ETF TR | $347.21万 | 0.25% | 70,143 | 34,901 | 99.0% | $172.76万 | 加仓 |
| META | META PLATFORMS INC | $345.93万 | 0.24% | 6,046 | 3,756 | 164.0% | $214.90万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $343.10万 | 0.24% | 8,416 | 8,416 | — | $343.10万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $311.55万 | 0.22% | 53,277 | -1,735 | -3.2% | -$10.15万 | 减仓 |
| IWF | ISHARES TR | $311.14万 | 0.22% | 7,297 | 5,982 | 454.9% | $255.07万 | 加仓 |
| IBTJ | ISHARES TR | $292.92万 | 0.21% | 126,510 | 117,010 | 1,231.7% | $270.92万 | 加仓 |
| SGOV | ISHARES TR | $292.23万 | 0.21% | 29,031 | 29,031 | — | $292.23万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $289.75万 | 0.20% | 2,908 | 1,734 | 147.7% | $172.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $281.90万 | 0.20% | 9,327 | 9,327 | — | $281.90万 | 新建仓 |
| IBDS | ISHARES TR | $275.82万 | 0.20% | 113,786 | 97,867 | 614.8% | $237.23万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $273.38万 | 0.19% | 13,415 | 13,415 | — | $273.38万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $272.36万 | 0.19% | 33,223 | 33,223 | — | $272.36万 | 新建仓 |
| LLY | ELI LILLY & CO | $270.92万 | 0.19% | 2,946 | 1,445 | 96.3% | $132.88万 | 加仓 |
| IBDV | ISHARES TR | $265.34万 | 0.19% | 121,216 | 32,297 | 36.3% | $70.70万 | 加仓 |
| IBDW | ISHARES TR | $264.74万 | 0.19% | 126,491 | 111,541 | 746.1% | $233.45万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $253.29万 | 0.18% | 47,437 | -190 | -0.4% | -$1.01万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $252.09万 | 0.18% | 23,132 | 23,132 | — | $252.09万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $247.09万 | 0.17% | 16,931 | 14,715 | 664.0% | $214.75万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $239.01万 | 0.17% | 28,278 | 28,278 | — | $239.01万 | 新建仓 |