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
VEA VANGUARD TAX-MANAGED FDS $1,736.72万6.42%243,750 5130.2% $3.66万 加仓
VUG VANGUARD INDEX FDS $1,552.57万5.74%180,238 1180.1% $1.02万 加仓
VTV VANGUARD INDEX FDS $1,339.90万4.95%61,483 -2,370-3.7% -$51.65万 减仓
AVUV AMERICAN CENTY ETF TR $1,061.91万3.92%85,116 1,0751.3% $13.41万 加仓
SLYG SPDR SERIES TRUST $948.78万3.51%79,642 1,2211.6% $14.55万 加仓
PTRB PGIM ETF TR $854.34万3.16%206,064 -7,093-3.3% -$29.41万 减仓
DFAE DIMENSIONAL ETF TRUST $714.64万2.64%177,726 -4,157-2.3% -$16.72万 减仓
GLDM WORLD GOLD TR $696.08万2.57%87,645 4620.5% $3.67万 加仓
— DIMENSIONAL ETF TRUST $668.18万2.47%150,627 390.0% $1,730 加仓
VXUS VANGUARD STAR FDS $663.67万2.45%77,631 2,9043.9% $24.83万 加仓
VPLS VANGUARD MALVERN FDS $636.10万2.35%81,997 2750.3% $2.13万 加仓
— DIMENSIONAL ETF TRUST $606.38万2.24%231,797 22,57210.8% $59.05万 加仓
AVUS AMERICAN CENTY ETF TR $591.15万2.18%46,155 1010.2% $1.29万 加仓
SPDW SPDR INDEX SHS FDS $565.99万2.09%112,322 -3,548-3.1% -$17.88万 减仓
AAPL APPLE INC $551.87万2.04%19,072 1,2266.9% $35.48万 加仓
DFIS DIMENSIONAL ETF TRUST $533.16万1.97%152,202 8,1995.7% $28.72万 加仓
SPTL SPDR SERIES TRUST $509.97万1.88%194,424 2,0441.1% $5.36万 加仓
QUS SPDR SERIES TRUST $456.47万1.69%24,428 -439-1.8% -$8.20万 减仓
VYM VANGUARD WHITEHALL FDS $432.80万1.60%27,387 -444-1.6% -$7.02万 减仓
AVDE AMERICAN CENTY ETF TR $429.27万1.59%48,124 6,19714.8% $55.28万 加仓
VBR VANGUARD INDEX FDS $425.19万1.57%17,498 1821.1% $4.42万 加仓
SPEM SPDR INDEX SHS FDS $370.87万1.37%71,624 -4,475-5.9% -$23.17万 减仓
NVDA NVIDIA CORPORATION $369.48万1.37%18,466 1080.6% $2.16万 加仓
VTI VANGUARD INDEX FDS $368.68万1.36%9,963 1,45717.1% $53.92万 加仓
VOO VANGUARD INDEX FDS $359.57万1.33%5,235 -193-3.6% -$13.26万 减仓
SPYG SPDR SERIES TRUST $332.79万1.23%27,968 9473.5% $11.27万 加仓
TMB THORNBURG ETF TR $328.31万1.21%129,512 21,66620.1% $54.92万 加仓
DFAI DIMENSIONAL ETF TRUST $327.31万1.21%79,347 8271.1% $3.41万 加仓
VWO VANGUARD INTL EQUITY INDEX F $326.23万1.21%54,654 -3,436-5.9% -$20.51万 减仓
MINT PIMCO ETF TR $316.46万1.17%31,392 -2,489-7.3% -$25.09万 减仓
VBK VANGUARD INDEX FDS $294.08万1.09%8,042 1011.3% $3.69万 加仓
SPIP SPDR SERIES TRUST $281.59万1.04%109,654 2,4012.2% $6.17万 加仓
SPYM SPDR SERIES TRUST $281.04万1.04%31,980 9913.2% $8.71万 加仓
TSLA TESLA INC $271.58万1.00%6,457 -6-0.1% -$2,524 减仓
VSS VANGUARD INTL EQUITY INDEX F $255.34万0.94%16,549 420.3% $6,480 加仓
VTEI VANGUARD MUN BD FDS $242.36万0.90%24,004 6232.7% $6.29万 加仓
MINO PIMCO ETF TR $237.67万0.88%51,938 7,35816.5% $33.67万 加仓
SPY STATE STR SPDR S&P 500 ETF T $235.36万0.87%3,152 53720.5% $40.10万 加仓
GOOG ALPHABET INC $229.91万0.85%6,507 -186-2.8% -$6.57万 减仓
PYLD PIMCO ETF TR $222.46万0.82%83,884 4,0335.1% $10.70万 加仓
BSVO EA SERIES TRUST $208.82万0.77%71,538 00.0% — 不变
AVGE AMERICAN CENTY ETF TR $205.06万0.76%20,692 3,34719.3% $33.17万 加仓
QQQ INVESCO QQQ TR $185.79万0.69%2,523 -6-0.2% -$4,418 减仓
VTEB VANGUARD MUN BD FDS $185.17万0.68%36,610 -516-1.4% -$2.61万 减仓
AMZN AMAZON COM INC $183.76万0.68%7,710 -360-4.5% -$8.58万 减仓
SPYV SPDR SERIES TRUST $172.41万0.64%28,362 3071.1% $1.87万 加仓
GOOGL ALPHABET INC $167.76万0.62%4,694 3638.4% $12.97万 加仓
MSFT MICROSOFT CORP $161.06万0.60%4,318 882.1% $3.28万 加仓
SPSM SPDR SERIES TRUST $143.74万0.53%24,925 5,81630.4% $33.54万 加仓
VNQ VANGUARD INDEX FDS $135.23万0.50%14,024 8296.3% $7.99万 加仓
— DIMENSIONAL ETF TRUST $133.77万0.49%19,137 00.0% — 不变
CAT CATERPILLAR INC $126.27万0.47%1,186 10.1% $1,065 加仓
BND VANGUARD BD INDEX FDS $121.87万0.45%16,602 -985-5.6% -$7.23万 减仓
VB VANGUARD INDEX FDS $114.74万0.42%3,785 -32-0.8% -$9,701 减仓
— AMERICAN CENTY ETF TR $109.25万0.40%14,988 1,58811.9% $11.57万 加仓
AOA ISHARES TR $108.93万0.40%11,161 7497.2% $7.31万 加仓
IWF ISHARES TR $101.51万0.38%8,175 -25-0.3% -$3,104 减仓
SPTI SPDR SERIES TRUST $88.81万0.33%31,284 3031.0% $8,602 加仓
IXUS ISHARES TR $88.11万0.33%9,232 710.8% $6,777 加仓
AVDV AMERICAN CENTY ETF TR $87.42万0.32%8,483 2,36038.5% $24.32万 加仓
IWO ISHARES TR $87.39万0.32%2,218 10.0% $394 加仓
AVEM AMERICAN CENTY ETF TR $83.26万0.31%8,629 2,06431.4% $19.91万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $79.45万0.29%1,588 -31-1.9% -$1.55万 减仓
IVE ISHARES TR $76.70万0.28%3,378 511.5% $1.16万 加仓
AOR ISHARES TR $75.28万0.28%10,831 450.4% $3,128 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.28%1 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $70.66万0.26%14,619 -283-1.9% -$1.37万 减仓
META META PLATFORMS INC $66.08万0.24%1,173 -139-10.6% -$7.83万 减仓
VTES VANGUARD WELLINGTON FD $63.96万0.24%6,313 -410-6.1% -$4.15万 减仓
SCZ ISHARES TR $63.21万0.23%7,684 1482.0% $1.22万 加仓
MTUM ISHARES TR $62.87万0.23%1,834 30.2% $1,028 加仓
IBIT ISHARES BITCOIN TRUST ETF $60.19万0.22%18,079 18,079— $60.19万 新建仓
VONV VANGUARD SCOTTSDALE FDS $58.26万0.22%5,480 -1,252-18.6% -$13.31万 减仓
SLYV SPDR SERIES TRUST $57.72万0.21%5,290 190.4% $2,073 加仓
DFUS DIMENSIONAL ETF TRUST $57.08万0.21%6,966 2473.7% $2.02万 加仓
— INNOVATOR ETFS TRUST $55.32万0.20%20,940 00.0% — 不变
IVW ISHARES TR $46.81万0.17%3,404 601.8% $8,252 加仓
JPM JPMORGAN CHASE & CO $45.23万0.17%1,382 221.6% $7,200 加仓
SPSB SPDR SERIES TRUST $42.81万0.16%14,266 1951.4% $5,852 加仓
DFUV DIMENSIONAL ETF TRUST $42.50万0.16%7,726 00.0% — 不变
IWS ISHARES TR $42.32万0.16%2,571 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $42.28万0.16%452 -66-12.7% -$6.17万 减仓
GS GOLDMAN SACHS GROUP INC $41.72万0.15%413 10.2% $1,010 加仓
IJR ISHARES TR $40.87万0.15%2,756 281.0% $4,152 加仓
— THORNBURG ETF TR $40.74万0.15%16,189 2861.8% $7,197 加仓
AVDS AMERICAN CENTY ETF TR $40.44万0.15%5,373 3136.2% $2.36万 加仓
VV VANGUARD INDEX FDS $40.42万0.15%1,175 -14-1.2% -$4,816 减仓
VT VANGUARD INTL EQUITY INDEX F $39.02万0.14%2,486 -3-0.1% -$471 减仓
BAC BANK OF AMER CORP $37.06万0.14%6,504 210.3% $1,197 加仓
AVGO BROADCOM INC $35.91万0.13%951 -14-1.5% -$5,286 减仓
AMAT APPLIED MATLS INC $33.69万0.12%466 466— $33.69万 新建仓
— MATTHEWS ASIA FDS $33.60万0.12%11,642 00.0% — 不变
HD HOME DEPOT INC $32.66万0.12%926 20.2% $705 加仓
TDG TRANSDIGM GROUP INC $32.63万0.12%245 00.0% — 不变
MELI MERCADOLIBRE INC $30.38万0.11%179 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $29.92万0.11%392 392— $29.92万 新建仓
PAVE GLOBAL X FDS $29.62万0.11%5,028 5,028— $29.62万 新建仓
AOM ISHARES TR $29.03万0.11%5,820 370.6% $1,846 加仓
SPMO INVESCO EXCH TRADED FD TR II $28.96万0.11%1,793 -18-1.0% -$2,907 减仓
WMT WALMART INC $28.74万0.11%2,538 853.5% $9,627 加仓