13F 机构持仓

Integrity Wealth Solutions LLC

DENVER CO · SEC CIK 0002006918

2026Q22026Q1 更早 9 个季度 🔒
$2.55亿2026Q1 申报市值
130持仓数
37.9%前十大占比 · 第一大 6.1%
6 / 5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 6.1%
VUG 5.2%
VTV 4.9%
AVUV 3.6%
QQQM 3.6%
PTRB 3.5%
GLDM 3.2%
SLYG 3.0%
VPLS 2.5%
DFAE 2.4%

2026Q1 买入最多 按季末市值估算

AVDE 加仓+$85.89万
VCRB 新建仓+$77.43万
SPTL 加仓+$62.89万
VPLS 加仓+$61.33万
PTRB 加仓+$55.03万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$118.84万
QUS 减仓-$39.92万
SLV 清仓-$31.03万
VTV 减仓-$29.23万
MINT 减仓-$28.61万

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
VBK VANGUARD INDEX FDS $240.00万0.94%7,941 570.7% $1.72万 加仓
TSLA TESLA INC $240.26万0.94%6,463 -128-1.9% -$4.76万 减仓
VSS VANGUARD INTL EQUITY INDEX F $240.65万0.95%16,507 480.3% $6,998 加仓
SPYG SPDR SERIES TRUST $264.56万1.04%27,021 8913.4% $8.72万 加仓
VTI VANGUARD INDEX FDS $272.89万1.07%8,506 5036.3% $16.14万 加仓
TMB THORNBURG ETF TR $275.12万1.08%107,846 18,68721.0% $47.67万 加仓
SPIP SPDR SERIES TRUST $278.97万1.10%107,253 4,9634.9% $12.91万 加仓
DFAI DIMENSIONAL ETF TRUST $305.91万1.20%78,520 3450.4% $1.34万 加仓
VWO VANGUARD INTL EQUITY INDEX F $313.98万1.23%58,090 -1,822-3.0% -$9.85万 减仓
NVDA NVIDIA CORPORATION $320.17万1.26%18,358 -298-1.6% -$5.20万 减仓
VOO VANGUARD INDEX FDS $324.32万1.27%5,428 370.7% $2.21万 加仓
MINT PIMCO ETF TR $340.74万1.34%33,881 -2,845-7.7% -$28.61万 减仓
AVDE AMERICAN CENTY ETF TR $355.71万1.40%41,927 10,12431.8% $85.89万 加仓
SPEM SPDR INDEX SHS FDS $356.98万1.40%76,099 -171-0.2% -$8,022 减仓
VBR VANGUARD INDEX FDS $376.19万1.48%17,316 1410.8% $3.06万 加仓
VYM VANGUARD WHITEHALL FDS $412.17万1.62%27,831 -246-0.9% -$3.64万 减仓
QUS SPDR SERIES TRUST $426.82万1.68%24,867 -2,326-8.6% -$39.92万 减仓
AAPL APPLE INC $452.93万1.78%17,846 7074.1% $17.94万 加仓
DFIS DIMENSIONAL ETF TRUST $484.86万1.90%144,003 -3,786-2.6% -$12.75万 减仓
— DIMENSIONAL ETF TRUST $494.82万1.94%209,225 14,1717.3% $33.51万 加仓
SPTL SPDR SERIES TRUST $505.96万1.99%192,380 23,91314.2% $62.89万 加仓
AVUS AMERICAN CENTY ETF TR $512.02万2.01%46,054 8872.0% $9.86万 加仓
SPDW SPDR INDEX SHS FDS $528.95万2.08%115,870 -222-0.2% -$1.01万 减仓
VXUS VANGUARD STAR FDS $576.22万2.26%74,727 -555-0.7% -$4.28万 减仓
— DIMENSIONAL ETF TRUST $585.19万2.30%150,588 750.0% $2,915 加仓
DFAE DIMENSIONAL ETF TRUST $615.86万2.42%181,883 -4,411-2.4% -$14.94万 减仓
VPLS VANGUARD MALVERN FDS $634.07万2.49%81,722 7,90410.7% $61.33万 加仓
SLYG SPDR SERIES TRUST $757.70万2.98%78,421 -449-0.6% -$4.34万 减仓
GLDM WORLD GOLD TR $808.10万3.17%87,183 -3,000-3.3% -$27.81万 减仓
PTRB PGIM ETF TR $884.81万3.48%213,157 13,2576.6% $55.03万 加仓
QQQM INVESCO EXCH TRADED FD TR II $903.69万3.55%38,031 2550.7% $6.06万 加仓
AVUV AMERICAN CENTY ETF TR $928.41万3.65%84,041 -1,025-1.2% -$11.32万 减仓
VTV VANGUARD INDEX FDS $1,252.79万4.92%63,853 -1,490-2.3% -$29.23万 减仓
VUG VANGUARD INDEX FDS $1,311.24万5.15%30,020 2931.0% $12.80万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,558.66万6.12%243,237 -18,545-7.1% -$118.84万 减仓