Intergy Private Wealth, LLC
COLORADO SPRINGS CO · SEC CIK 0001911342
$4.33亿2026Q2 申报市值
147持仓数
60.8%前十大占比 · 第一大 19.5%
29 / 5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
AVEM 新建仓+$1,928.13万
IWP 加仓+$1,557.43万
VTV 新建仓+$365.79万
SCHD 加仓+$235.69万
BIV 加仓+$87.65万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$325.27万
DIA 减仓-$321.32万
VT 减仓-$226.31万
SPYV 减仓-$103.57万
AVDV 减仓-$69.75万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,291 | -100.0% | -$38.87万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,545 | -100.0% | -$24.47万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.28万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,675 | -100.0% | -$21.01万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,388 | -100.0% | -$20.55万 | 清仓 |
| — | BANCO BRADESCO S A | $4.22万 | 0.01% | 14,068 | 148 | 1.1% | $444 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.42万 | 0.02% | 16,165 | 28 | 0.2% | $163 | 加仓 |
| — | VENU HLDG CORP | $16.36万 | 0.04% | 72,091 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV | $17.96万 | 0.04% | 14,968 | -626 | -4.0% | -$7,512 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.03万 | 0.05% | 198 | 198 | — | $20.03万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.08万 | 0.05% | 1,468 | 1,468 | — | $20.08万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.11万 | 0.05% | 215 | -12 | -5.3% | -$1.12万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $20.19万 | 0.05% | 8,226 | -1,071 | -11.5% | -$2.63万 | 减仓 |
| GPC | GENUINE PARTS CO | $20.46万 | 0.05% | 1,734 | 1,734 | — | $20.46万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.60万 | 0.05% | 401 | -100 | -20.0% | -$5.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.71万 | 0.05% | 4,891 | -234 | -4.6% | -$9,908 | 减仓 |
| WELL | WELLTOWER INC | $21.11万 | 0.05% | 930 | 930 | — | $21.11万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $21.14万 | 0.05% | 331 | 331 | — | $21.14万 | 新建仓 |
| SAN | BANCO SANTANDER S.A. | $21.44万 | 0.05% | 15,533 | 626 | 4.2% | $8,639 | 加仓 |
| ABBV | ABBVIE INC | $21.67万 | 0.05% | 861 | 861 | — | $21.67万 | 新建仓 |
| VICI | VICI PPTYS INC | $22.13万 | 0.05% | 8,334 | 740 | 9.7% | $1.96万 | 加仓 |
| IWM | ISHARES TR | $22.17万 | 0.05% | 738 | 738 | — | $22.17万 | 新建仓 |
| TFC | TRUIST FINL CORP | $22.24万 | 0.05% | 4,464 | 4,464 | — | $22.24万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.57万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $22.69万 | 0.05% | 2,792 | 111 | 4.1% | $9,021 | 加仓 |
| AMAT | APPLIED MATLS INC | $22.70万 | 0.05% | 314 | 314 | — | $22.70万 | 新建仓 |
| VALE | VALE S A | $22.75万 | 0.05% | 15,126 | 367 | 2.5% | $5,520 | 加仓 |
| UL | UNILEVER PLC | $23.19万 | 0.05% | 3,857 | 3,857 | — | $23.19万 | 新建仓 |
| RTX | RTX CORPORATION | $23.43万 | 0.05% | 1,235 | 1,235 | — | $23.43万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $23.56万 | 0.05% | 8,657 | 8,657 | — | $23.56万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $23.67万 | 0.05% | 345 | 1 | 0.3% | $686 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.85万 | 0.06% | 1,632 | 1,632 | — | $23.85万 | 新建仓 |
| INTC | INTEL CORP | $23.97万 | 0.06% | 1,717 | 1,717 | — | $23.97万 | 新建仓 |
| RY | ROYAL BK CDA | $24.30万 | 0.06% | 1,174 | 1,174 | — | $24.30万 | 新建仓 |
| C | CITIGROUP INC | $24.34万 | 0.06% | 1,739 | 1,739 | — | $24.34万 | 新建仓 |
| WMT | WALMART INC | $25.41万 | 0.06% | 2,243 | 112 | 5.3% | $1.27万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $25.81万 | 0.06% | 7,104 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $25.90万 | 0.06% | 760 | 114 | 17.6% | $3.88万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $26.26万 | 0.06% | 770 | 770 | — | $26.26万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.39万 | 0.06% | 635 | 635 | — | $26.39万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.90万 | 0.06% | 229 | 229 | — | $26.90万 | 新建仓 |
| IJK | ISHARES TR | $27.68万 | 0.06% | 2,356 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $28.17万 | 0.07% | 1,284 | 1,284 | — | $28.17万 | 新建仓 |
| HD | HOME DEPOT INC | $28.50万 | 0.07% | 808 | 57 | 7.6% | $2.01万 | 加仓 |
| FALN | ISHARES TR | $28.80万 | 0.07% | 10,573 | 888 | 9.2% | $2.42万 | 加仓 |
| KLAC | KLA CORP | $28.93万 | 0.07% | 959 | 959 | — | $28.93万 | 新建仓 |
| IGSB | ISHARES TR | $29.30万 | 0.07% | 5,590 | -137 | -2.4% | -$7,180 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $29.32万 | 0.07% | 3,994 | -936 | -19.0% | -$6.87万 | 减仓 |
| AMGN | AMGEN INC | $29.37万 | 0.07% | 811 | -26 | -3.1% | -$9,415 | 减仓 |
| USB | US BANCORP DEL | $29.51万 | 0.07% | 4,885 | -126 | -2.5% | -$7,610 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.87万 | 0.07% | 597 | 103 | 20.9% | $5.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $30.95万 | 0.07% | 3,956 | 550 | 16.1% | $4.30万 | 加仓 |
| LOW | LOWES COS INC | $31.02万 | 0.07% | 1,407 | 162 | 13.0% | $3.57万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.08万 | 0.07% | 5,341 | 778 | 17.1% | $4.53万 | 加仓 |
| XOM | EXXON MOBIL CORP | $31.31万 | 0.07% | 2,290 | 2,290 | — | $31.31万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $31.37万 | 0.07% | 13,304 | 671 | 5.3% | $1.58万 | 加仓 |
| IEFA | ISHARES TR | $31.60万 | 0.07% | 3,272 | 3,272 | — | $31.60万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $33.24万 | 0.08% | 288 | 288 | — | $33.24万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $33.46万 | 0.08% | 3,519 | 334 | 10.5% | $3.18万 | 加仓 |
| PLD | PROLOGIS INC. | $34.44万 | 0.08% | 2,542 | 12 | 0.5% | $1,626 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.68万 | 0.08% | 597 | 597 | — | $34.68万 | 新建仓 |
| CAT | CATERPILLAR INC | $35.46万 | 0.08% | 333 | 8 | 2.5% | $8,519 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $36.18万 | 0.08% | 2,858 | 396 | 16.1% | $5.01万 | 加仓 |
| CVX | CHEVRON CORP NEW | $36.47万 | 0.08% | 2,200 | 201 | 10.1% | $3.33万 | 加仓 |
| BAC | BANK AMERICA CORP | $37.51万 | 0.09% | 6,583 | 413 | 6.7% | $2.35万 | 加仓 |
| SNDK | SANDISK CORP | $37.52万 | 0.09% | 165 | 165 | — | $37.52万 | 新建仓 |
| JNK | SPDR SER TR | $37.67万 | 0.09% | 3,909 | 572 | 17.1% | $5.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.00万 | 0.09% | 900 | 900 | — | $39.00万 | 新建仓 |
| MO | ALTRIA GROUP INC | $39.44万 | 0.09% | 5,482 | 513 | 10.3% | $3.69万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $39.59万 | 0.09% | 22,328 | -11,600 | -34.2% | -$20.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $40.55万 | 0.09% | 4,619 | 471 | 11.4% | $4.13万 | 加仓 |
| ASML | ASML HLDG NV | $41.38万 | 0.10% | 208 | 26 | 14.3% | $5.17万 | 加仓 |
| MUB | ISHARES TR | $42.04万 | 0.10% | 3,906 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $43.00万 | 0.10% | 2,057 | -108 | -5.0% | -$2.26万 | 减仓 |
| SHV | ISHARES TR | $44.03万 | 0.10% | 3,990 | -189 | -4.5% | -$2.09万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $44.91万 | 0.10% | 3,165 | -257 | -7.5% | -$3.65万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.85万 | 0.11% | 7,681 | -94 | -1.2% | -$5,611 | 减仓 |
| IEF | ISHARES TR | $46.22万 | 0.11% | 4,887 | -836 | -14.6% | -$7.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $46.87万 | 0.11% | 2,591 | 419 | 19.3% | $7.58万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $49.00万 | 0.11% | 11,129 | 1 | 0.0% | $44 | 加仓 |
| NSP | INSPERITY INC | $50.25万 | 0.12% | 12,165 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.22万 | 0.12% | 427 | 60 | 16.3% | $7.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $52.27万 | 0.12% | 6,710 | 685 | 11.4% | $5.34万 | 加仓 |
| MRK | MERCK & CO INC | $52.67万 | 0.12% | 4,099 | 305 | 8.0% | $3.92万 | 加仓 |
| CSCO | CISCO SYS INC | $57.97万 | 0.13% | 4,935 | -312 | -5.9% | -$3.66万 | 减仓 |
| NVS | NOVARTIS AG | $58.61万 | 0.14% | 3,740 | 343 | 10.1% | $5.38万 | 加仓 |
| V | VISA INC | $67.22万 | 0.16% | 1,959 | -257 | -11.6% | -$8.82万 | 减仓 |
| VB | VANGUARD INDEX FDS | $67.95万 | 0.16% | 2,242 | 621 | 38.3% | $18.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.78万 | 0.16% | 2,708 | 203 | 8.1% | $5.16万 | 加仓 |
| META | META PLATFORMS INC | $80.13万 | 0.19% | 1,423 | 90 | 6.8% | $5.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $81.77万 | 0.19% | 2,498 | 75 | 3.1% | $2.45万 | 加仓 |
| IVW | ISHARES TR | $84.18万 | 0.19% | 6,121 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $84.33万 | 0.19% | 12,470 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $86.17万 | 0.20% | 16,896 | -329 | -1.9% | -$1.68万 | 减仓 |
| IAGG | ISHARES TR | $86.96万 | 0.20% | 17,186 | 2,333 | 15.7% | $11.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.82万 | 0.23% | 3,514 | 50 | 1.4% | $1.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $102.92万 | 0.24% | 2,155 | 111 | 5.4% | $5.30万 | 加仓 |
| IWO | ISHARES TR | $110.73万 | 0.26% | 2,811 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $112.00万 | 0.26% | 50,248 | 6,907 | 15.9% | $15.40万 | 加仓 |
| IWS | ISHARES TR | $114.00万 | 0.26% | 6,926 | 0 | 0.0% | — | 不变 |