13F 机构持仓

Integrity Wealth Solutions LLC

DENVER CO · SEC CIK 0002006918

2026Q22026Q1 更早 9 个季度 🔒
$2.71亿2026Q2 申报市值
129持仓数
37.8%前十大占比 · 第一大 6.4%
9 / 10新建仓 / 清仓
申报市值走势$2.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 6.4%
VUG 5.7%
VTV 5.0%
AVUV 3.9%
SLYG 3.5%
PTRB 3.2%
DFAE 2.6%
GLDM 2.6%
DIMENSIONAL ET 2.5%
VXUS 2.5%

2026Q2 买入最多 按季末市值估算

IBIT 新建仓+$60.19万
DIMENSIONAL ETF 加仓+$59.05万
AVDE 加仓+$55.28万
TMB 加仓+$54.92万
VTI 加仓+$53.92万

2026Q2 卖出最多 按季末市值估算

QQQM 减仓-$1,130.24万
IVV 清仓-$146.17万
SCHD 清仓-$92.93万
VCRB 清仓-$77.43万
VTV 减仓-$51.65万

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
IVV ISHARES TR $00.00%0 -2,238-100.0% -$146.17万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -30,289-100.0% -$92.93万 清仓
VCRB VANGUARD MALVERN FDS $00.00%0 -10,007-100.0% -$77.43万 清仓
INTU INTUIT $00.00%0 -746-100.0% -$32.26万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -1,188-100.0% -$24.17万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -864-100.0% -$23.39万 清仓
CTAS CINTAS CORP $00.00%0 -1,367-100.0% -$23.13万 清仓
NFLX NETFLIX INC. $00.00%0 -2,380-100.0% -$22.88万 清仓
SHLD GLOBAL X FDS $00.00%0 -3,149-100.0% -$22.31万 清仓
CCI CROWN CASTLE INC $00.00%0 -2,502-100.0% -$20.34万 清仓
— SUI GROUP HOLDINGS LIMITED $1.25万0.00%10,760 -2,826-20.8% -$3,278 减仓
— TENAYA THERAPEUTICS INC $2.32万0.01%31,449 -8,259-20.8% -$6,104 减仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $4.48万0.02%12,320 -2,568-17.2% -$9,348 减仓
ITOT ISHARES TR $20.34万0.08%1,238 1,238— $20.34万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $20.49万0.08%291 291— $20.49万 新建仓
— SSGA ACTIVE TR $20.62万0.08%8,348 931.1% $2,297 加仓
— SSGA ACTIVE TR $20.64万0.08%8,332 921.1% $2,279 加仓
— SSGA ACTIVE TR $20.66万0.08%8,330 911.1% $2,257 加仓
— SSGA ACTIVE TR $20.70万0.08%8,389 961.2% $2,369 加仓
— SSGA ACTIVE TR $20.75万0.08%8,412 981.2% $2,418 加仓
QQQM INVESCO EXCH TRADED FD TR II $21.29万0.08%703 -37,328-98.2% -$1,130.24万 减仓
VTEC VANGUARD CALIF TAX FREE FDS $22.28万0.08%2,215 2,215— $22.28万 新建仓
UBER UBER TECHNOLOGIES INC $23.03万0.09%3,191 -391-10.9% -$2.82万 减仓
— TRX GOLD CORPORATION $23.04万0.09%279,320 00.0% — 不变
HYMB SPDR SERIES TRUST $23.77万0.09%9,342 1081.2% $2,747 加仓
VGK VANGUARD INTL EQUITY INDEX F $24.05万0.09%2,716 -291-9.7% -$2.58万 减仓
NEE NEXTERA ENERGY INC $24.16万0.09%2,753 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $24.42万0.09%467 10.2% $523 加仓
DFSI DIMENSIONAL ETF TRUST $24.77万0.09%5,493 651.2% $2,931 加仓
CAKE CHEESECAKE FACTORY INC $25.20万0.09%3,168 -812-20.4% -$6.46万 减仓
QUAL ISHARES TR $25.61万0.09%1,167 -131-10.1% -$2.88万 减仓
NBIS NEBIUS GROUP N.V. $26.02万0.10%942 942— $26.02万 新建仓
IAU ISHARES GOLD TR $26.07万0.10%3,453 -83-2.3% -$6,267 减仓
PLTR PALANTIR TECHNOLOGIES INC $26.26万0.10%2,251 -248-9.9% -$2.89万 减仓
VCIT VANGUARD SCOTTSDALE FDS $26.38万0.10%3,192 391.2% $3,223 加仓
DFSU DIMENSIONAL ETF TRUST $26.42万0.10%5,666 991.8% $4,617 加仓
UDR UDR INC $27.01万0.10%6,766 00.0% — 不变
PANW PALO ALTO NETWORKS INC $27.69万0.10%812 812— $27.69万 新建仓
IWM ISHARES TR $27.90万0.10%929 -9-1.0% -$2,703 减仓
WMT WALMART INC $28.74万0.11%2,538 853.5% $9,627 加仓
SPMO INVESCO EXCH TRADED FD TR II $28.96万0.11%1,793 -18-1.0% -$2,907 减仓
AOM ISHARES TR $29.03万0.11%5,820 370.6% $1,846 加仓
PAVE GLOBAL X FDS $29.62万0.11%5,028 5,028— $29.62万 新建仓
CRWD CROWDSTRIKE HLDGS INC $29.92万0.11%392 392— $29.92万 新建仓
MELI MERCADOLIBRE INC $30.38万0.11%179 00.0% — 不变
TDG TRANSDIGM GROUP INC $32.63万0.12%245 00.0% — 不变
HD HOME DEPOT INC $32.66万0.12%926 20.2% $705 加仓
— MATTHEWS ASIA FDS $33.60万0.12%11,642 00.0% — 不变
AMAT APPLIED MATLS INC $33.69万0.12%466 466— $33.69万 新建仓
AVGO BROADCOM INC $35.91万0.13%951 -14-1.5% -$5,286 减仓
BAC BANK OF AMER CORP $37.06万0.14%6,504 210.3% $1,197 加仓
VT VANGUARD INTL EQUITY INDEX F $39.02万0.14%2,486 -3-0.1% -$471 减仓
VV VANGUARD INDEX FDS $40.42万0.15%1,175 -14-1.2% -$4,816 减仓
AVDS AMERICAN CENTY ETF TR $40.44万0.15%5,373 3136.2% $2.36万 加仓
— THORNBURG ETF TR $40.74万0.15%16,189 2861.8% $7,197 加仓
IJR ISHARES TR $40.87万0.15%2,756 281.0% $4,152 加仓
GS GOLDMAN SACHS GROUP INC $41.72万0.15%413 10.2% $1,010 加仓
COST COSTCO WHOLESALE CORPORATION $42.28万0.16%452 -66-12.7% -$6.17万 减仓
IWS ISHARES TR $42.32万0.16%2,571 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $42.50万0.16%7,726 00.0% — 不变
SPSB SPDR SERIES TRUST $42.81万0.16%14,266 1951.4% $5,852 加仓
JPM JPMORGAN CHASE & CO $45.23万0.17%1,382 221.6% $7,200 加仓
IVW ISHARES TR $46.81万0.17%3,404 601.8% $8,252 加仓
— INNOVATOR ETFS TRUST $55.32万0.20%20,940 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $57.08万0.21%6,966 2473.7% $2.02万 加仓
SLYV SPDR SERIES TRUST $57.72万0.21%5,290 190.4% $2,073 加仓
VONV VANGUARD SCOTTSDALE FDS $58.26万0.22%5,480 -1,252-18.6% -$13.31万 减仓
IBIT ISHARES BITCOIN TRUST ETF $60.19万0.22%18,079 18,079— $60.19万 新建仓
MTUM ISHARES TR $62.87万0.23%1,834 30.2% $1,028 加仓
SCZ ISHARES TR $63.21万0.23%7,684 1482.0% $1.22万 加仓
VTES VANGUARD WELLINGTON FD $63.96万0.24%6,313 -410-6.1% -$4.15万 减仓
META META PLATFORMS INC $66.08万0.24%1,173 -139-10.6% -$7.83万 减仓
DFNM DIMENSIONAL ETF TRUST $70.66万0.26%14,619 -283-1.9% -$1.37万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.28%1 00.0% — 不变
AOR ISHARES TR $75.28万0.28%10,831 450.4% $3,128 加仓
IVE ISHARES TR $76.70万0.28%3,378 511.5% $1.16万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $79.45万0.29%1,588 -31-1.9% -$1.55万 减仓
AVEM AMERICAN CENTY ETF TR $83.26万0.31%8,629 2,06431.4% $19.91万 加仓
IWO ISHARES TR $87.39万0.32%2,218 10.0% $394 加仓
AVDV AMERICAN CENTY ETF TR $87.42万0.32%8,483 2,36038.5% $24.32万 加仓
IXUS ISHARES TR $88.11万0.33%9,232 710.8% $6,777 加仓
SPTI SPDR SERIES TRUST $88.81万0.33%31,284 3031.0% $8,602 加仓
IWF ISHARES TR $101.51万0.38%8,175 -25-0.3% -$3,104 减仓
AOA ISHARES TR $108.93万0.40%11,161 7497.2% $7.31万 加仓
— AMERICAN CENTY ETF TR $109.25万0.40%14,988 1,58811.9% $11.57万 加仓
VB VANGUARD INDEX FDS $114.74万0.42%3,785 -32-0.8% -$9,701 减仓
BND VANGUARD BD INDEX FDS $121.87万0.45%16,602 -985-5.6% -$7.23万 减仓
CAT CATERPILLAR INC $126.27万0.47%1,186 10.1% $1,065 加仓
— DIMENSIONAL ETF TRUST $133.77万0.49%19,137 00.0% — 不变
VNQ VANGUARD INDEX FDS $135.23万0.50%14,024 8296.3% $7.99万 加仓
SPSM SPDR SERIES TRUST $143.74万0.53%24,925 5,81630.4% $33.54万 加仓
MSFT MICROSOFT CORP $161.06万0.60%4,318 882.1% $3.28万 加仓
GOOGL ALPHABET INC $167.76万0.62%4,694 3638.4% $12.97万 加仓
SPYV SPDR SERIES TRUST $172.41万0.64%28,362 3071.1% $1.87万 加仓
AMZN AMAZON COM INC $183.76万0.68%7,710 -360-4.5% -$8.58万 减仓
VTEB VANGUARD MUN BD FDS $185.17万0.68%36,610 -516-1.4% -$2.61万 减仓
QQQ INVESCO QQQ TR $185.79万0.69%2,523 -6-0.2% -$4,418 减仓
AVGE AMERICAN CENTY ETF TR $205.06万0.76%20,692 3,34719.3% $33.17万 加仓
BSVO EA SERIES TRUST $208.82万0.77%71,538 00.0% — 不变
PYLD PIMCO ETF TR $222.46万0.82%83,884 4,0335.1% $10.70万 加仓