Intellus Advisors LLC
NAPLES FL · SEC CIK 0002055137
$7.32亿2026Q1 申报市值
125持仓数
55.4%前十大占比 · 第一大 9.9%
5 / 9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
EMN 新建仓+$1,540.90万
FSCC 加仓+$1,224.81万
NVDA 加仓+$117.04万
JPLD 加仓+$79.92万
VIG 加仓+$71.44万
2026Q1 卖出最多 按季末市值估算
META 减仓-$1,093.00万
JQUA 减仓-$873.16万
WPM 减仓-$820.70万
FNV 减仓-$605.76万
FVD 减仓-$348.91万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR ISHARES | $0 | 0.00% | 0 | -41,460 | -100.0% | -$267.09万 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INCORPORATED COM SHS | $0 | 0.00% | 0 | -1,355 | -100.0% | -$29.72万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $0 | 0.00% | 0 | -5,144 | -100.0% | -$27.75万 | 清仓 |
| SF | STIFEL FINL CORPORATION | $0 | 0.00% | 0 | -3,138 | -100.0% | -$26.20万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -5,003 | -100.0% | -$25.31万 | 清仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $0 | 0.00% | 0 | -353 | -100.0% | -$23.79万 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVY | ISHARES TR SELECT DIVID ETF | $0 | 0.00% | 0 | -1,499 | -100.0% | -$21.16万 | 清仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORPORATION | $0 | 0.00% | 0 | -3,656 | -100.0% | -$20.11万 | 清仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $0 | 0.00% | 0 | -1,305 | -100.0% | -$15.05万 | 清仓 |
| PGEN | PRECIGEN INCORPORATED | $6.14万 | 0.01% | 15,870 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INCORPORATED | $7.15万 | 0.01% | 18,100 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU | $10.38万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORPORATION | $15.13万 | 0.02% | 11,496 | 0 | 0.0% | — | 不变 |
| AVBC | AVIDIA BANCORP INCORPORATED COMMON STOCK | $19.67万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $20.12万 | 0.03% | 830 | 100 | 13.7% | $2.42万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $20.19万 | 0.03% | 4,400 | 4,400 | — | $20.19万 | 新建仓 |
| WFC | WELLS FARGO & COMPANY | $20.23万 | 0.03% | 2,541 | -24 | -0.9% | -$1,911 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $20.28万 | 0.03% | 845 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $21.38万 | 0.03% | 4,844 | 4,844 | — | $21.38万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $22.37万 | 0.03% | 571 | 571 | — | $22.37万 | 新建仓 |
| WELL | WELLTOWER INCORPORATED REIT | $22.64万 | 0.03% | 1,145 | 32 | 2.9% | $6,327 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $23.51万 | 0.03% | 337 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND INCORPORATED | $23.57万 | 0.03% | 17,914 | 420 | 2.4% | $5,527 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL--MID ETF | $23.69万 | 0.03% | 5,165 | 0 | 0.0% | — | 不变 |
| — | AXS KNOWLEDGE LEADERS ETF | $25.98万 | 0.04% | 4,990 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $26.75万 | 0.04% | 775 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.85万 | 0.04% | 1,474 | 1,474 | — | $26.85万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $28.55万 | 0.04% | 1,055 | -566 | -34.9% | -$15.32万 | 减仓 |
| DE | DEERE & COMPANY | $28.62万 | 0.04% | 508 | -143 | -22.0% | -$8.06万 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $29.55万 | 0.04% | 3,182 | -49 | -1.5% | -$4,551 | 减仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $29.86万 | 0.04% | 1,321 | -128 | -8.8% | -$2.89万 | 减仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $30.14万 | 0.04% | 32,904 | 479 | 1.5% | $4,388 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $30.77万 | 0.04% | 863 | 175 | 25.4% | $6.24万 | 加仓 |
| RTX | RTX CORPORATION | $31.65万 | 0.04% | 1,641 | -47 | -2.8% | -$9,066 | 减仓 |
| SO | SOUTHERN COMPANY | $31.68万 | 0.04% | 3,282 | 57 | 1.8% | $5,502 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INCORPORATED | $31.93万 | 0.04% | 25,159 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $32.34万 | 0.04% | 20,000 | -300 | -1.5% | -$4,851 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PREFERRED & | $32.51万 | 0.04% | 16,451 | 211 | 1.3% | $4,169 | 加仓 |
| ORCL | ORACLE CORPORATION | $33.06万 | 0.05% | 2,247 | 668 | 42.3% | $9.83万 | 加仓 |
| KO | COCA COLA COMPANY | $34.67万 | 0.05% | 4,559 | 125 | 2.8% | $9,506 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $34.71万 | 0.05% | 2,403 | 133 | 5.9% | $1.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $34.94万 | 0.05% | 413 | 13 | 3.2% | $1.10万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $35.35万 | 0.05% | 829 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS COMPANY | $35.42万 | 0.05% | 1,105 | 1 | 0.1% | $321 | 加仓 |
| RBLX | ROBLOX CORPORATION CLASS A | $35.88万 | 0.05% | 6,344 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $36.23万 | 0.05% | 415 | 9 | 2.2% | $7,856 | 加仓 |
| TSI | TCW STRATEGIC INCOME FD INCORPORATED | $36.49万 | 0.05% | 81,271 | 5,601 | 7.4% | $2.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $37.57万 | 0.05% | 7,485 | 89 | 1.2% | $4,468 | 加仓 |
| TSLA | TESLA INCORPORATED | $37.96万 | 0.05% | 1,021 | -79 | -7.2% | -$2.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.28万 | 0.05% | 1,850 | -515 | -21.8% | -$10.66万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $39.10万 | 0.05% | 1,064 | -61 | -5.4% | -$2.24万 | 减仓 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $39.18万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $39.93万 | 0.05% | 8,400 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INCORPORATED | $40.95万 | 0.06% | 3,404 | -709 | -17.2% | -$8.53万 | 减仓 |
| PEP | PEPSICO INCORPORATED | $41.01万 | 0.06% | 2,641 | -1,290 | -32.8% | -$20.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $41.62万 | 0.06% | 1,232 | -39 | -3.1% | -$1.32万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BOND | $46.38万 | 0.06% | 31,986 | 488 | 1.5% | $7,076 | 加仓 |
| WMT | WALMART INCORPORATED | $46.49万 | 0.06% | 3,741 | -119 | -3.1% | -$1.48万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $47.70万 | 0.07% | 699 | 1 | 0.1% | $682 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $50.59万 | 0.07% | 837 | -26 | -3.0% | -$1.57万 | 减仓 |
| DIS | DISNEY WALT COMPANY | $51.38万 | 0.07% | 5,331 | -778 | -12.7% | -$7.50万 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $51.61万 | 0.07% | 145,379 | 1,168 | 0.8% | $4,146 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $53.13万 | 0.07% | 2,176 | 401 | 22.6% | $9.79万 | 加仓 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $55.59万 | 0.08% | 3,205 | 964 | 43.0% | $16.72万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $55.93万 | 0.08% | 7,209 | -1,257 | -14.8% | -$9.75万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $56.14万 | 0.08% | 6,391 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | $58.42万 | 0.08% | 2,878 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $58.99万 | 0.08% | 1,231 | -56 | -4.4% | -$2.68万 | 减仓 |
| T | AT&T INCORPORATED | $60.17万 | 0.08% | 20,756 | -1,474 | -6.6% | -$4.27万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD | $65.69万 | 0.09% | 41,949 | 171 | 0.4% | $2,678 | 加仓 |
| GE | GE AEROSPACE COM NEW | $67.93万 | 0.09% | 2,394 | -5 | -0.2% | -$1,419 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $69.99万 | 0.10% | 2,128 | -162 | -7.1% | -$5.33万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $72.28万 | 0.10% | 4,953 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $72.67万 | 0.10% | 10,752 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORPORATION | $73.84万 | 0.10% | 44,160 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $75.57万 | 0.10% | 7,514 | -132 | -1.7% | -$1.33万 | 减仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INCOME FUND | $77.89万 | 0.11% | 63,949 | -5,076 | -7.4% | -$6.18万 | 减仓 |
| CTAS | CINTAS CORPORATION | $80.98万 | 0.11% | 4,788 | 4 | 0.1% | $677 | 加仓 |
| CRH | CRH PLC ORD (IRELAND) | $84.18万 | 0.12% | 8,008 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $84.80万 | 0.12% | 9,254 | 4,039 | 77.4% | $37.01万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $86.40万 | 0.12% | 2,780 | -230 | -7.6% | -$7.15万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $86.93万 | 0.12% | 3,997 | 73 | 1.9% | $1.59万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $89.57万 | 0.12% | 19,280 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $90.05万 | 0.12% | 3,684 | -458 | -11.1% | -$11.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $90.89万 | 0.12% | 2,328 | 403 | 20.9% | $15.73万 | 加仓 |
| GLD | SPDR GOLD SHARES | $97.37万 | 0.13% | 2,263 | -22 | -1.0% | -$9,466 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | $98.76万 | 0.13% | 95,885 | -5,134 | -5.1% | -$5.29万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $101.43万 | 0.14% | 3,356 | -168 | -4.8% | -$5.08万 | 减仓 |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $103.56万 | 0.14% | 9,381 | 4,302 | 84.7% | $47.49万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $109.83万 | 0.15% | 73,958 | -9,372 | -11.2% | -$13.92万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $125.94万 | 0.17% | 1,928 | 720 | 59.6% | $47.03万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $129.01万 | 0.18% | 6,722 | 233 | 3.6% | $4.47万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $143.79万 | 0.20% | 2,211 | 200 | 9.9% | $13.01万 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $147.59万 | 0.20% | 2,083 | -182 | -8.0% | -$12.90万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $148.57万 | 0.20% | 51,089 | 1,457 | 2.9% | $4.24万 | 加仓 |