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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $30.95万 | 0.07% | 3,956 | 550 | 16.1% | $4.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.87万 | 0.07% | 597 | 103 | 20.9% | $5.15万 | 加仓 |
| USB | US BANCORP DEL | $29.51万 | 0.07% | 4,885 | -126 | -2.5% | -$7,610 | 减仓 |
| AMGN | AMGEN INC | $29.37万 | 0.07% | 811 | -26 | -3.1% | -$9,415 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $29.32万 | 0.07% | 3,994 | -936 | -19.0% | -$6.87万 | 减仓 |
| IGSB | ISHARES TR | $29.30万 | 0.07% | 5,590 | -137 | -2.4% | -$7,180 | 减仓 |
| KLAC | KLA CORP | $28.93万 | 0.07% | 959 | 959 | — | $28.93万 | 新建仓 |
| FALN | ISHARES TR | $28.80万 | 0.07% | 10,573 | 888 | 9.2% | $2.42万 | 加仓 |
| HD | HOME DEPOT INC | $28.50万 | 0.07% | 808 | 57 | 7.6% | $2.01万 | 加仓 |
| QUAL | ISHARES TR | $28.17万 | 0.07% | 1,284 | 1,284 | — | $28.17万 | 新建仓 |
| IJK | ISHARES TR | $27.68万 | 0.06% | 2,356 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $26.90万 | 0.06% | 229 | 229 | — | $26.90万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.39万 | 0.06% | 635 | 635 | — | $26.39万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $26.26万 | 0.06% | 770 | 770 | — | $26.26万 | 新建仓 |
| CB | CHUBB LIMITED | $25.90万 | 0.06% | 760 | 114 | 17.6% | $3.88万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $25.81万 | 0.06% | 7,104 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.41万 | 0.06% | 2,243 | 112 | 5.3% | $1.27万 | 加仓 |
| C | CITIGROUP INC | $24.34万 | 0.06% | 1,739 | 1,739 | — | $24.34万 | 新建仓 |
| RY | ROYAL BK CDA | $24.30万 | 0.06% | 1,174 | 1,174 | — | $24.30万 | 新建仓 |
| INTC | INTEL CORP | $23.97万 | 0.06% | 1,717 | 1,717 | — | $23.97万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.85万 | 0.06% | 1,632 | 1,632 | — | $23.85万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $23.67万 | 0.05% | 345 | 1 | 0.3% | $686 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $23.56万 | 0.05% | 8,657 | 8,657 | — | $23.56万 | 新建仓 |
| RTX | RTX CORPORATION | $23.43万 | 0.05% | 1,235 | 1,235 | — | $23.43万 | 新建仓 |
| UL | UNILEVER PLC | $23.19万 | 0.05% | 3,857 | 3,857 | — | $23.19万 | 新建仓 |
| VALE | VALE S A | $22.75万 | 0.05% | 15,126 | 367 | 2.5% | $5,520 | 加仓 |
| AMAT | APPLIED MATLS INC | $22.70万 | 0.05% | 314 | 314 | — | $22.70万 | 新建仓 |
| KO | COCA COLA CO | $22.69万 | 0.05% | 2,792 | 111 | 4.1% | $9,021 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.57万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $22.24万 | 0.05% | 4,464 | 4,464 | — | $22.24万 | 新建仓 |
| IWM | ISHARES TR | $22.17万 | 0.05% | 738 | 738 | — | $22.17万 | 新建仓 |
| VICI | VICI PPTYS INC | $22.13万 | 0.05% | 8,334 | 740 | 9.7% | $1.96万 | 加仓 |
| ABBV | ABBVIE INC | $21.67万 | 0.05% | 861 | 861 | — | $21.67万 | 新建仓 |
| SAN | BANCO SANTANDER S.A. | $21.44万 | 0.05% | 15,533 | 626 | 4.2% | $8,639 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $21.14万 | 0.05% | 331 | 331 | — | $21.14万 | 新建仓 |
| WELL | WELLTOWER INC | $21.11万 | 0.05% | 930 | 930 | — | $21.11万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.71万 | 0.05% | 4,891 | -234 | -4.6% | -$9,908 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.60万 | 0.05% | 401 | -100 | -20.0% | -$5.14万 | 减仓 |
| GPC | GENUINE PARTS CO | $20.46万 | 0.05% | 1,734 | 1,734 | — | $20.46万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.19万 | 0.05% | 8,226 | -1,071 | -11.5% | -$2.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.11万 | 0.05% | 215 | -12 | -5.3% | -$1.12万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.08万 | 0.05% | 1,468 | 1,468 | — | $20.08万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.03万 | 0.05% | 198 | 198 | — | $20.03万 | 新建仓 |
| CX | CEMEX SAB DE CV | $17.96万 | 0.04% | 14,968 | -626 | -4.0% | -$7,512 | 减仓 |
| — | VENU HLDG CORP | $16.36万 | 0.04% | 72,091 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $9.42万 | 0.02% | 16,165 | 28 | 0.2% | $163 | 加仓 |
| — | BANCO BRADESCO S A | $4.22万 | 0.01% | 14,068 | 148 | 1.1% | $444 | 加仓 |
| — | 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 |