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
IWM ISHARES TR $27.90万0.10%929 -9-1.0% -$2,703 减仓
PANW PALO ALTO NETWORKS INC $27.69万0.10%812 812— $27.69万 新建仓
UDR UDR INC $27.01万0.10%6,766 00.0% — 不变
DFSU DIMENSIONAL ETF TRUST $26.42万0.10%5,666 991.8% $4,617 加仓
VCIT VANGUARD SCOTTSDALE FDS $26.38万0.10%3,192 391.2% $3,223 加仓
PLTR PALANTIR TECHNOLOGIES INC $26.26万0.10%2,251 -248-9.9% -$2.89万 减仓
IAU ISHARES GOLD TR $26.07万0.10%3,453 -83-2.3% -$6,267 减仓
NBIS NEBIUS GROUP N.V. $26.02万0.10%942 942— $26.02万 新建仓
QUAL ISHARES TR $25.61万0.09%1,167 -131-10.1% -$2.88万 减仓
CAKE CHEESECAKE FACTORY INC $25.20万0.09%3,168 -812-20.4% -$6.46万 减仓
DFSI DIMENSIONAL ETF TRUST $24.77万0.09%5,493 651.2% $2,931 加仓
DIA STATE STR SPDR DOW JONES IND $24.42万0.09%467 10.2% $523 加仓
NEE NEXTERA ENERGY INC $24.16万0.09%2,753 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $24.05万0.09%2,716 -291-9.7% -$2.58万 减仓
HYMB SPDR SERIES TRUST $23.77万0.09%9,342 1081.2% $2,747 加仓
— TRX GOLD CORPORATION $23.04万0.09%279,320 00.0% — 不变
UBER UBER TECHNOLOGIES INC $23.03万0.09%3,191 -391-10.9% -$2.82万 减仓
VTEC VANGUARD CALIF TAX FREE FDS $22.28万0.08%2,215 2,215— $22.28万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $21.29万0.08%703 -37,328-98.2% -$1,130.24万 减仓
— SSGA ACTIVE TR $20.75万0.08%8,412 981.2% $2,418 加仓
— SSGA ACTIVE TR $20.70万0.08%8,389 961.2% $2,369 加仓
— SSGA ACTIVE TR $20.66万0.08%8,330 911.1% $2,257 加仓
— SSGA ACTIVE TR $20.64万0.08%8,332 921.1% $2,279 加仓
— SSGA ACTIVE TR $20.62万0.08%8,348 931.1% $2,297 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $20.49万0.08%291 291— $20.49万 新建仓
ITOT ISHARES TR $20.34万0.08%1,238 1,238— $20.34万 新建仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $4.48万0.02%12,320 -2,568-17.2% -$9,348 减仓
— TENAYA THERAPEUTICS INC $2.32万0.01%31,449 -8,259-20.8% -$6,104 减仓
— SUI GROUP HOLDINGS LIMITED $1.25万0.00%10,760 -2,826-20.8% -$3,278 减仓
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