Intergy Private Wealth, LLC
COLORADO SPRINGS CO · SEC CIK 0001911342
$3.41亿2026Q1 申报市值
123持仓数
61.2%前十大占比 · 第一大 20.1%
7 / 3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
PNC 新建仓+$336.36万
SCHD 加仓+$220.05万
QQQ 加仓+$217.08万
VEA 加仓+$88.02万
HBAN 新建仓+$53.10万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$61.56万
CADENCE BANK 清仓-$60.89万
MSFT 减仓-$32.65万
CAT 减仓-$32.16万
TMO 清仓-$20.51万
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 |
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | $244.00万 | 0.72% | 9,481 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $274.93万 | 0.81% | 27,337 | 1,555 | 6.0% | $15.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $298.80万 | 0.88% | 10,405 | 343 | 3.4% | $9.85万 | 加仓 |
| IWP | ISHARES TR | $335.22万 | 0.98% | 26,164 | 1,048 | 4.2% | $13.43万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $336.36万 | 0.99% | 16,164 | 16,164 | — | $336.36万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $348.95万 | 1.02% | 39,340 | 721 | 1.9% | $6.40万 | 加仓 |
| TLT | ISHARES TR | $372.12万 | 1.09% | 42,926 | 3,755 | 9.6% | $32.55万 | 加仓 |
| AGG | ISHARES TR | $380.01万 | 1.11% | 38,280 | 2,197 | 6.1% | $21.81万 | 加仓 |
| IEMG | ISHARES INC | $443.68万 | 1.30% | 63,610 | 249 | 0.4% | $1.74万 | 加仓 |
| AAPL | APPLE INC | $450.32万 | 1.32% | 17,744 | 140 | 0.8% | $3.55万 | 加仓 |
| ACWI | ISHARES TR | $455.36万 | 1.34% | 32,909 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SER TR | $561.64万 | 1.65% | 99,264 | -10,880 | -9.9% | -$61.56万 | 减仓 |
| IQLT | ISHARES TR | $602.81万 | 1.77% | 130,393 | -325 | -0.2% | -$1.50万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $623.64万 | 1.83% | 80,803 | 5,185 | 6.9% | $40.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $709.12万 | 2.08% | 51,267 | -130 | -0.3% | -$1.80万 | 减仓 |
| ESGE | ISHARES INC | $738.64万 | 2.17% | 162,446 | -1,792 | -1.1% | -$8.15万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $753.87万 | 2.21% | 16,276 | 301 | 1.9% | $13.94万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $829.05万 | 2.43% | 75,047 | 3,204 | 4.5% | $35.39万 | 加仓 |
| SPYG | SPDR SER TR | $883.14万 | 2.59% | 90,199 | 1 | 0.0% | $98 | 加仓 |
| VUG | VANGUARD INDEX FDS | $997.19万 | 2.92% | 22,830 | 496 | 2.2% | $21.66万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,375.13万 | 4.03% | 46,014 | 1,109 | 2.5% | $33.14万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,469.33万 | 4.31% | 147,139 | 5,115 | 3.6% | $51.08万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,594.30万 | 4.68% | 644,162 | -3,369 | -0.5% | -$8.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,552.17万 | 7.49% | 398,279 | 13,736 | 3.6% | $88.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,540.74万 | 10.38% | 1,154,086 | 71,724 | 6.6% | $220.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,856.39万 | 20.11% | 118,791 | 3,761 | 3.3% | $217.08万 | 加仓 |