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 |
|---|---|---|---|---|---|---|---|---|
| SMFG | SUMITOMO MITSUI FINL GROUP I | $24.95万 | 0.07% | 12,633 | -167 | -1.3% | -$3,298 | 减仓 |
| HD | HOME DEPOT INC | $24.71万 | 0.07% | 751 | 69 | 10.1% | $2.27万 | 加仓 |
| NFLX | NETFLIX INC. | $24.47万 | 0.07% | 2,545 | 2,364 | 1,306.1% | $22.73万 | 重新持有 |
| ASML | ASML HLDG NV | $24.04万 | 0.07% | 182 | 182 | — | $24.04万 | 新建仓 |
| — | VENU HLDG CORP | $23.86万 | 0.07% | 72,091 | 1,781 | 2.5% | $5,895 | 加仓 |
| IJK | ISHARES TR | $23.71万 | 0.07% | 2,356 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.67万 | 0.07% | 494 | -23 | -4.4% | -$1.10万 | 减仓 |
| VALE | VALE S A | $23.48万 | 0.07% | 14,759 | 908 | 6.6% | $1.44万 | 加仓 |
| CAT | CATERPILLAR INC | $23.02万 | 0.07% | 325 | -454 | -58.3% | -$32.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.62万 | 0.07% | 227 | 227 | — | $22.62万 | 新建仓 |
| FDEM | FIDELITY COVINGTON TRUST | $22.43万 | 0.07% | 7,104 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $21.28万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $21.06万 | 0.06% | 646 | -53 | -7.6% | -$1.73万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $21.01万 | 0.06% | 1,675 | 39 | 2.4% | $4,893 | 加仓 |
| VICI | VICI PPTYS INC | $20.75万 | 0.06% | 7,594 | -1,087 | -12.5% | -$2.97万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $20.58万 | 0.06% | 344 | 9 | 2.7% | $5,384 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.55万 | 0.06% | 3,388 | 3,388 | — | $20.55万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.52万 | 0.06% | 954 | -41 | -4.1% | -$8,817 | 减仓 |
| KO | COCA COLA CO | $20.39万 | 0.06% | 2,681 | 2,681 | — | $20.39万 | 新建仓 |
| CX | CEMEX SAB DE CV | $17.84万 | 0.05% | 15,594 | -469 | -2.9% | -$5,365 | 减仓 |
| SAN | BANCO SANTANDER S.A. | $16.82万 | 0.05% | 14,907 | 84 | 0.6% | $948 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.12万 | 0.02% | 16,137 | 1,449 | 9.9% | $7,288 | 加仓 |
| — | BANCO BRADESCO S A | $4.58万 | 0.01% | 13,920 | 3,323 | 31.4% | $1.09万 | 加仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -14,213 | -100.0% | -$60.89万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -354 | -100.0% | -$20.51万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$20.08万 | 清仓 |