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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $8,422.52万 | 19.45% | 114,374 | -4,417 | -3.7% | -$325.27万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,895.30万 | 9.00% | 1,228,413 | 74,327 | 6.4% | $235.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,844.38万 | 6.57% | 399,211 | 932 | 0.2% | $6.64万 | 加仓 |
| IWP | ISHARES TR | $1,940.50万 | 4.48% | 132,539 | 106,375 | 406.6% | $1,557.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,928.13万 | 4.45% | 199,827 | 199,827 | — | $1,928.13万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,866.69万 | 4.31% | 673,896 | 29,734 | 4.6% | $82.36万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,651.65万 | 3.81% | 48,026 | 2,012 | 4.4% | $69.19万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,446.51万 | 3.34% | 140,370 | -6,769 | -4.6% | -$69.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,264.79万 | 2.92% | 146,830 | 9,850 | 7.2% | $84.85万 | 加仓 |
| SPYG | SPDR SER TR | $1,065.22万 | 2.46% | 89,522 | -677 | -0.8% | -$8.06万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $934.62万 | 2.16% | 74,913 | -134 | -0.2% | -$1.67万 | 减仓 |
| ESGE | ISHARES INC | $892.57万 | 2.06% | 163,205 | 759 | 0.5% | $4.15万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $707.41万 | 1.63% | 92,231 | 11,428 | 14.1% | $87.65万 | 加仓 |
| IQLT | ISHARES TR | $648.11万 | 1.50% | 130,800 | 407 | 0.3% | $2.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $578.34万 | 1.34% | 36,848 | -14,419 | -28.1% | -$226.31万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $528.91万 | 1.22% | 10,125 | -6,151 | -37.8% | -$321.32万 | 减仓 |
| ACWI | ISHARES TR | $516.59万 | 1.19% | 32,910 | 1 | 0.0% | $157 | 加仓 |
| SPYV | SPDR SER TR | $499.85万 | 1.15% | 82,226 | -17,038 | -17.2% | -$103.57万 | 减仓 |
| AAPL | APPLE INC | $496.77万 | 1.15% | 17,168 | -576 | -3.2% | -$16.67万 | 减仓 |
| IEMG | ISHARES INC | $495.17万 | 1.14% | 59,774 | -3,836 | -6.0% | -$31.78万 | 减仓 |
| AGG | ISHARES TR | $426.62万 | 0.99% | 43,102 | 4,822 | 12.6% | $47.73万 | 加仓 |
| TLT | ISHARES TR | $423.89万 | 0.98% | 49,050 | 6,124 | 14.3% | $52.92万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $395.95万 | 0.91% | 41,061 | 1,721 | 4.4% | $16.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $379.45万 | 0.88% | 47,095 | 5,475 | 13.2% | $44.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $365.79万 | 0.84% | 16,785 | 16,785 | — | $365.79万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $357.73万 | 0.83% | 14,529 | -1,635 | -10.1% | -$40.26万 | 减仓 |
| MINT | PIMCO ETF TR | $312.24万 | 0.72% | 30,973 | 3,636 | 13.3% | $36.65万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $290.41万 | 0.67% | 9,481 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $259.39万 | 0.60% | 17,490 | 2,810 | 19.1% | $41.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $251.26万 | 0.58% | 12,557 | 416 | 3.4% | $8.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $222.50万 | 0.51% | 14,421 | 242 | 1.7% | $3.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $204.85万 | 0.47% | 5,536 | 1,102 | 24.9% | $40.78万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $191.86万 | 0.44% | 9,709 | 1,566 | 19.2% | $30.95万 | 加仓 |
| IVV | ISHARES TR | $189.45万 | 0.44% | 2,530 | 542 | 27.3% | $40.59万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $188.91万 | 0.44% | 36,635 | 4,821 | 15.2% | $24.86万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $183.50万 | 0.42% | 5,018 | 729 | 17.0% | $26.66万 | 加仓 |
| GOOG | ALPHABET INC | $175.96万 | 0.41% | 4,980 | 95 | 1.9% | $3.36万 | 加仓 |
| AVGO | BROADCOM INC | $167.87万 | 0.39% | 4,444 | 106 | 2.4% | $4.00万 | 加仓 |
| IJS | ISHARES TR | $165.53万 | 0.38% | 12,111 | 1,939 | 19.1% | $26.50万 | 加仓 |
| SCZ | ISHARES TR | $161.71万 | 0.37% | 19,656 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $159.37万 | 0.37% | 14,611 | 2,018 | 16.0% | $22.01万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $149.80万 | 0.35% | 2,006 | 272 | 15.7% | $20.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $148.12万 | 0.34% | 29,284 | 562 | 2.0% | $2.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $138.88万 | 0.32% | 19,868 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $137.61万 | 0.32% | 3,851 | 240 | 6.6% | $8.58万 | 加仓 |
| TSLA | TESLA INC | $137.28万 | 0.32% | 3,264 | 94 | 3.0% | $3.95万 | 加仓 |
| AMZN | AMAZON COM INC | $136.14万 | 0.31% | 5,712 | 573 | 11.2% | $13.66万 | 加仓 |
| USRT | ISHARES TR | $128.42万 | 0.30% | 19,326 | 1,431 | 8.0% | $9.51万 | 加仓 |
| SUB | ISHARES TR | $121.42万 | 0.28% | 11,404 | 29 | 0.3% | $3,088 | 加仓 |
| MSFT | MICROSOFT CORP | $120.89万 | 0.28% | 3,241 | 539 | 19.9% | $20.10万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $119.88万 | 0.28% | 43,641 | -234 | -0.5% | -$6,428 | 减仓 |
| IJH | ISHARES TR | $119.79万 | 0.28% | 15,535 | 3,576 | 29.9% | $27.58万 | 加仓 |
| IWS | ISHARES TR | $114.00万 | 0.26% | 6,926 | 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 |
| IWO | ISHARES TR | $110.73万 | 0.26% | 2,811 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $102.92万 | 0.24% | 2,155 | 111 | 5.4% | $5.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.82万 | 0.23% | 3,514 | 50 | 1.4% | $1.41万 | 加仓 |
| IAGG | ISHARES TR | $86.96万 | 0.20% | 17,186 | 2,333 | 15.7% | $11.80万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $86.17万 | 0.20% | 16,896 | -329 | -1.9% | -$1.68万 | 减仓 |
| ICF | ISHARES TR | $84.33万 | 0.19% | 12,470 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $84.18万 | 0.19% | 6,121 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $81.77万 | 0.19% | 2,498 | 75 | 3.1% | $2.45万 | 加仓 |
| META | META PLATFORMS INC | $80.13万 | 0.19% | 1,423 | 90 | 6.8% | $5.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.78万 | 0.16% | 2,708 | 203 | 8.1% | $5.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $67.95万 | 0.16% | 2,242 | 621 | 38.3% | $18.82万 | 加仓 |
| V | VISA INC | $67.22万 | 0.16% | 1,959 | -257 | -11.6% | -$8.82万 | 减仓 |
| NVS | NOVARTIS AG | $58.61万 | 0.14% | 3,740 | 343 | 10.1% | $5.38万 | 加仓 |
| CSCO | CISCO SYS INC | $57.97万 | 0.13% | 4,935 | -312 | -5.9% | -$3.66万 | 减仓 |
| MRK | MERCK & CO INC | $52.67万 | 0.12% | 4,099 | 305 | 8.0% | $3.92万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $52.27万 | 0.12% | 6,710 | 685 | 11.4% | $5.34万 | 加仓 |
| LLY | ELI LILLY & CO | $51.22万 | 0.12% | 427 | 60 | 16.3% | $7.20万 | 加仓 |
| NSP | INSPERITY INC | $50.25万 | 0.12% | 12,165 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $49.00万 | 0.11% | 11,129 | 1 | 0.0% | $44 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.87万 | 0.11% | 2,591 | 419 | 19.3% | $7.58万 | 加仓 |
| IEF | ISHARES TR | $46.22万 | 0.11% | 4,887 | -836 | -14.6% | -$7.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.85万 | 0.11% | 7,681 | -94 | -1.2% | -$5,611 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $44.91万 | 0.10% | 3,165 | -257 | -7.5% | -$3.65万 | 减仓 |
| SHV | ISHARES TR | $44.03万 | 0.10% | 3,990 | -189 | -4.5% | -$2.09万 | 减仓 |
| MS | MORGAN STANLEY | $43.00万 | 0.10% | 2,057 | -108 | -5.0% | -$2.26万 | 减仓 |
| MUB | ISHARES TR | $42.04万 | 0.10% | 3,906 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $41.38万 | 0.10% | 208 | 26 | 14.3% | $5.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $40.55万 | 0.09% | 4,619 | 471 | 11.4% | $4.13万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $39.59万 | 0.09% | 22,328 | -11,600 | -34.2% | -$20.57万 | 减仓 |
| MO | ALTRIA GROUP INC | $39.44万 | 0.09% | 5,482 | 513 | 10.3% | $3.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.00万 | 0.09% | 900 | 900 | — | $39.00万 | 新建仓 |
| JNK | SPDR SER TR | $37.67万 | 0.09% | 3,909 | 572 | 17.1% | $5.51万 | 加仓 |
| SNDK | SANDISK CORP | $37.52万 | 0.09% | 165 | 165 | — | $37.52万 | 新建仓 |
| BAC | BANK AMERICA CORP | $37.51万 | 0.09% | 6,583 | 413 | 6.7% | $2.35万 | 加仓 |
| CVX | CHEVRON CORP NEW | $36.47万 | 0.08% | 2,200 | 201 | 10.1% | $3.33万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $36.18万 | 0.08% | 2,858 | 396 | 16.1% | $5.01万 | 加仓 |
| CAT | CATERPILLAR INC | $35.46万 | 0.08% | 333 | 8 | 2.5% | $8,519 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.68万 | 0.08% | 597 | 597 | — | $34.68万 | 新建仓 |
| PLD | PROLOGIS INC. | $34.44万 | 0.08% | 2,542 | 12 | 0.5% | $1,626 | 加仓 |
| HSBC | HSBC HLDGS PLC | $33.46万 | 0.08% | 3,519 | 334 | 10.5% | $3.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $33.24万 | 0.08% | 288 | 288 | — | $33.24万 | 新建仓 |
| IEFA | ISHARES TR | $31.60万 | 0.07% | 3,272 | 3,272 | — | $31.60万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $31.37万 | 0.07% | 13,304 | 671 | 5.3% | $1.58万 | 加仓 |
| XOM | EXXON MOBIL CORP | $31.31万 | 0.07% | 2,290 | 2,290 | — | $31.31万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.08万 | 0.07% | 5,341 | 778 | 17.1% | $4.53万 | 加仓 |
| LOW | LOWES COS INC | $31.02万 | 0.07% | 1,407 | 162 | 13.0% | $3.57万 | 加仓 |