Integrity Wealth Solutions LLC
DENVER CO · SEC CIK 0002006918
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,558.66万 | 6.12% | 243,237 | -18,545 | -7.1% | -$118.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,311.24万 | 5.15% | 30,020 | 293 | 1.0% | $12.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,252.79万 | 4.92% | 63,853 | -1,490 | -2.3% | -$29.23万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $928.41万 | 3.65% | 84,041 | -1,025 | -1.2% | -$11.32万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $903.69万 | 3.55% | 38,031 | 255 | 0.7% | $6.06万 | 加仓 |
| PTRB | PGIM ETF TR | $884.81万 | 3.48% | 213,157 | 13,257 | 6.6% | $55.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $808.10万 | 3.17% | 87,183 | -3,000 | -3.3% | -$27.81万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $757.70万 | 2.98% | 78,421 | -449 | -0.6% | -$4.34万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $634.07万 | 2.49% | 81,722 | 7,904 | 10.7% | $61.33万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $615.86万 | 2.42% | 181,883 | -4,411 | -2.4% | -$14.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $585.19万 | 2.30% | 150,588 | 75 | 0.0% | $2,915 | 加仓 |
| VXUS | VANGUARD STAR FDS | $576.22万 | 2.26% | 74,727 | -555 | -0.7% | -$4.28万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $528.95万 | 2.08% | 115,870 | -222 | -0.2% | -$1.01万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $512.02万 | 2.01% | 46,054 | 887 | 2.0% | $9.86万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $505.96万 | 1.99% | 192,380 | 23,913 | 14.2% | $62.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $494.82万 | 1.94% | 209,225 | 14,171 | 7.3% | $33.51万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $484.86万 | 1.90% | 144,003 | -3,786 | -2.6% | -$12.75万 | 减仓 |
| AAPL | APPLE INC | $452.93万 | 1.78% | 17,846 | 707 | 4.1% | $17.94万 | 加仓 |
| QUS | SPDR SERIES TRUST | $426.82万 | 1.68% | 24,867 | -2,326 | -8.6% | -$39.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $412.17万 | 1.62% | 27,831 | -246 | -0.9% | -$3.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $376.19万 | 1.48% | 17,316 | 141 | 0.8% | $3.06万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $356.98万 | 1.40% | 76,099 | -171 | -0.2% | -$8,022 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $355.71万 | 1.40% | 41,927 | 10,124 | 31.8% | $85.89万 | 加仓 |
| MINT | PIMCO ETF TR | $340.74万 | 1.34% | 33,881 | -2,845 | -7.7% | -$28.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $324.32万 | 1.27% | 5,428 | 37 | 0.7% | $2.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $320.17万 | 1.26% | 18,358 | -298 | -1.6% | -$5.20万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $313.98万 | 1.23% | 58,090 | -1,822 | -3.0% | -$9.85万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $305.91万 | 1.20% | 78,520 | 345 | 0.4% | $1.34万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $278.97万 | 1.10% | 107,253 | 4,963 | 4.9% | $12.91万 | 加仓 |
| TMB | THORNBURG ETF TR | $275.12万 | 1.08% | 107,846 | 18,687 | 21.0% | $47.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $272.89万 | 1.07% | 8,506 | 503 | 6.3% | $16.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $264.56万 | 1.04% | 27,021 | 891 | 3.4% | $8.72万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $240.65万 | 0.95% | 16,507 | 48 | 0.3% | $6,998 | 加仓 |
| TSLA | TESLA INC | $240.26万 | 0.94% | 6,463 | -128 | -1.9% | -$4.76万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $240.00万 | 0.94% | 7,941 | 57 | 0.7% | $1.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $237.19万 | 0.93% | 30,989 | 581 | 1.9% | $4.45万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $233.67万 | 0.92% | 23,381 | 821 | 3.6% | $8.21万 | 加仓 |
| PYLD | PIMCO ETF TR | $209.21万 | 0.82% | 79,851 | 9,725 | 13.9% | $25.48万 | 加仓 |
| MINO | PIMCO ETF TR | $201.37万 | 0.79% | 44,580 | 6,083 | 15.8% | $27.48万 | 加仓 |
| GOOG | ALPHABET INC | $191.99万 | 0.75% | 6,693 | 16 | 0.2% | $4,590 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $185.22万 | 0.73% | 37,126 | 725 | 2.0% | $3.62万 | 加仓 |
| BSVO | EA SERIES TRUST | $181.49万 | 0.71% | 71,538 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $170.06万 | 0.67% | 2,615 | 22 | 0.8% | $1.43万 | 加仓 |
| AMZN | AMAZON COM INC | $168.07万 | 0.66% | 8,070 | 58 | 0.7% | $1.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $158.74万 | 0.62% | 28,055 | 337 | 1.2% | $1.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $156.57万 | 0.62% | 4,230 | 74 | 1.8% | $2.74万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $152.67万 | 0.60% | 17,345 | 2,070 | 13.6% | $18.22万 | 加仓 |
| IVV | ISHARES TR | $146.17万 | 0.57% | 2,238 | 6 | 0.3% | $3,919 | 加仓 |
| QQQ | INVESCO QQQ TR | $145.97万 | 0.57% | 2,529 | -1 | -0.0% | -$577 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $129.51万 | 0.51% | 17,587 | -366 | -2.0% | -$2.70万 | 减仓 |
| GOOGL | ALPHABET INC | $124.54万 | 0.49% | 4,331 | 46 | 1.1% | $1.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $119.51万 | 0.47% | 19,137 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $117.04万 | 0.46% | 13,195 | 367 | 2.9% | $3.26万 | 加仓 |
| VB | VANGUARD INDEX FDS | $99.97万 | 0.39% | 3,817 | -19 | -0.5% | -$4,976 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $92.93万 | 0.37% | 30,289 | 236 | 0.8% | $7,241 | 加仓 |
| SPSM | SPDR SERIES TRUST | $92.34万 | 0.36% | 19,109 | 413 | 2.2% | $2.00万 | 加仓 |
| AOA | ISHARES TR | $92.13万 | 0.36% | 10,412 | 309 | 3.1% | $2.73万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $90.07万 | 0.35% | 13,400 | 3,823 | 39.9% | $25.70万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $88.79万 | 0.35% | 30,981 | 189 | 0.6% | $5,417 | 加仓 |
| IWF | ISHARES TR | $87.43万 | 0.34% | 2,050 | 9 | 0.4% | $3,838 | 加仓 |
| CAT | CATERPILLAR INC | $83.97万 | 0.33% | 1,185 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $79.37万 | 0.31% | 9,161 | 103 | 1.1% | $8,924 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.57万 | 0.30% | 1,619 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $77.43万 | 0.30% | 10,007 | 10,007 | — | $77.43万 | 新建仓 |
| META | META PLATFORMS INC | $75.06万 | 0.29% | 1,312 | 15 | 1.2% | $8,582 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.28% | 1 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $71.43万 | 0.28% | 14,902 | 863 | 6.1% | $4.14万 | 加仓 |
| IVE | ISHARES TR | $70.25万 | 0.28% | 3,327 | 43 | 1.3% | $9,079 | 加仓 |
| IWO | ISHARES TR | $69.57万 | 0.27% | 2,217 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $69.41万 | 0.27% | 10,786 | 5 | 0.0% | $322 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $67.99万 | 0.27% | 6,723 | 264 | 4.1% | $2.67万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $63.11万 | 0.25% | 6,732 | -713 | -9.6% | -$6.68万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $61.14万 | 0.24% | 6,123 | 2,082 | 51.5% | $20.79万 | 加仓 |
| SCZ | ISHARES TR | $59.09万 | 0.23% | 7,536 | -30 | -0.4% | -$2,352 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.66万 | 0.21% | 20,940 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $52.90万 | 0.21% | 6,565 | 43 | 0.7% | $3,465 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.62万 | 0.20% | 518 | 106 | 25.7% | $10.56万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $49.86万 | 0.20% | 5,271 | 21 | 0.4% | $1,986 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.65万 | 0.19% | 6,719 | 218 | 3.4% | $1.55万 | 加仓 |
| MTUM | ISHARES TR | $43.95万 | 0.17% | 1,831 | -80 | -4.2% | -$1.92万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $42.31万 | 0.17% | 14,071 | 40 | 0.3% | $1,203 | 加仓 |
| — | TRX GOLD CORPORATION | $41.90万 | 0.16% | 279,320 | -10,655 | -3.7% | -$1.60万 | 减仓 |
| — | THORNBURG ETF TR | $40.09万 | 0.16% | 15,903 | 3,726 | 30.6% | $9.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $40.02万 | 0.16% | 1,360 | 19 | 1.4% | $5,591 | 加仓 |
| IVW | ISHARES TR | $37.82万 | 0.15% | 3,344 | 112 | 3.5% | $1.27万 | 加仓 |
| IWS | ISHARES TR | $37.47万 | 0.15% | 2,571 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $37.44万 | 0.15% | 7,726 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.56万 | 0.14% | 2,499 | -70 | -2.7% | -$1.02万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $36.35万 | 0.14% | 5,060 | -25 | -0.5% | -$1,796 | 减仓 |
| VV | VANGUARD INDEX FDS | $35.53万 | 0.14% | 1,189 | -184 | -13.4% | -$5.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.86万 | 0.14% | 412 | 1 | 0.2% | $846 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.42万 | 0.14% | 2,489 | 287 | 13.0% | $3.97万 | 加仓 |
| IJR | ISHARES TR | $33.92万 | 0.13% | 2,728 | 15 | 0.6% | $1,865 | 加仓 |
| INTU | INTUIT | $32.26万 | 0.13% | 746 | 746 | — | $32.26万 | 新建仓 |
| BAC | BANK AMERICA CORP | $31.60万 | 0.12% | 6,483 | 26 | 0.4% | $1,267 | 加仓 |
| IAU | ISHARES GOLD TR | $31.17万 | 0.12% | 3,536 | 30 | 0.9% | $2,645 | 加仓 |
| MELI | MERCADOLIBRE INC | $30.95万 | 0.12% | 179 | -19 | -9.6% | -$3.29万 | 减仓 |
| — | MATTHEWS ASIA FDS | $30.65万 | 0.12% | 11,642 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.49万 | 0.12% | 2,453 | 249 | 11.3% | $3.09万 | 加仓 |
| HD | HOME DEPOT INC | $30.38万 | 0.12% | 924 | 3 | 0.3% | $986 | 加仓 |