Intellus Advisors LLC
NAPLES FL · SEC CIK 0002055137
$8.23亿2026Q2 申报市值
134持仓数
54.3%前十大占比 · 第一大 11.0%
9 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CIBR 重新持有+$1,992.15万
QINT 加仓+$118.03万
VIG 加仓+$100.85万
IAU 加仓+$99.99万
JAVA 加仓+$68.84万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$3,092.13万
GOOGL 减仓-$186.12万
QQQ 减仓-$143.67万
NVDA 减仓-$140.18万
UPS 减仓-$128.25万
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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $0 | 0.00% | 0 | -3,205 | -100.0% | -$55.59万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $0 | 0.00% | 0 | -413 | -100.0% | -$34.94万 | 清仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -1,321 | -100.0% | -$29.86万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,474 | -100.0% | -$26.85万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $0 | 0.00% | 0 | -571 | -100.0% | -$22.37万 | 清仓 |
| MDXG | MIMEDX GROUP INCORPORATED | $6.97万 | 0.01% | 18,100 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INCORPORATED | $9.05万 | 0.01% | 15,870 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU | $10.57万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORPORATION | $16.78万 | 0.02% | 11,496 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR U.S. INSRNCE ETF | $20.03万 | 0.02% | 1,425 | 1,425 | — | $20.03万 | 新建仓 |
| CVS | CVS HEALTH CORPORATION | $20.61万 | 0.03% | 1,992 | 1,992 | — | $20.61万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $20.86万 | 0.03% | 4,600 | 200 | 4.5% | $9,068 | 加仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $20.93万 | 0.03% | 2,900 | -1,851 | -39.0% | -$13.36万 | 重新持有 |
| AVBC | AVIDIA BANCORP INCORPORATED COMMON STOCK | $20.99万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INCORPORATED COM NEW | $21.11万 | 0.03% | 825 | 825 | — | $21.11万 | 新建仓 |
| PEP | PEPSICO INC | $21.24万 | 0.03% | 1,569 | -1,072 | -40.6% | -$14.51万 | 减仓 |
| ORCL | ORACLE CORPORATION | $21.34万 | 0.03% | 1,456 | -791 | -35.2% | -$11.59万 | 减仓 |
| WFC | WELLS FARGO & COMPANY | $21.82万 | 0.03% | 2,640 | 99 | 3.9% | $8,181 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $22.42万 | 0.03% | 1,419 | 1,419 | — | $22.42万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $22.52万 | 0.03% | 775 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORPORATION | $22.67万 | 0.03% | 355 | 355 | — | $22.67万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INCORPORATED | $22.69万 | 0.03% | 12,559 | 12,559 | — | $22.69万 | 新建仓 |
| GEN | GENERAL DIGITAL INCORPORATED | $23.10万 | 0.03% | 9,281 | 9,281 | — | $23.10万 | 新建仓 |
| KO | COCA COLA COMPANY | $24.16万 | 0.03% | 2,973 | -1,586 | -34.8% | -$12.89万 | 减仓 |
| SUPN | INDIVIOR PLC | $24.87万 | 0.03% | 6,062 | 6,062 | — | $24.87万 | 新建仓 |
| WELL | WELLTOWER INCORPORATED REIT | $25.26万 | 0.03% | 1,113 | -32 | -2.8% | -$7,263 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $26.80万 | 0.03% | 3,111 | 2,661 | 591.3% | $22.92万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $27.20万 | 0.03% | 1,641 | -209 | -11.3% | -$3.46万 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $28.09万 | 0.03% | 3,200 | 18 | 0.6% | $1,580 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $28.49万 | 0.03% | 1,013 | 183 | 22.0% | $5.15万 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL--MID ETF | $28.81万 | 0.03% | 5,165 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $28.86万 | 0.04% | 1,521 | -120 | -7.3% | -$2.28万 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $28.97万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND INCORPORATED | $29.19万 | 0.04% | 22,349 | 4,435 | 24.8% | $5.79万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $30.18万 | 0.04% | 2,058 | -345 | -14.4% | -$5.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $30.79万 | 0.04% | 7,272 | -213 | -2.8% | -$9,018 | 减仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $32.03万 | 0.04% | 161 | -30 | -15.7% | -$5.97万 | 重新持有 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.22万 | 0.04% | 2,696 | 0 | 0.0% | — | 不变 |
| — | AXS KNOWLEDGE LEADERS ETF | $32.27万 | 0.04% | 4,990 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $32.34万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $34.24万 | 0.04% | 3,578 | 296 | 9.0% | $2.83万 | 加仓 |
| TSLA | TESLA INCORPORATED | $34.49万 | 0.04% | 820 | -201 | -19.7% | -$8.45万 | 减仓 |
| RBLX | ROBLOX CORPORATION CLASS A | $34.50万 | 0.04% | 6,344 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $35.34万 | 0.04% | 863 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORPORATION | $35.57万 | 0.04% | 698 | -1 | -0.1% | -$510 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $36.42万 | 0.04% | 1,068 | -106 | -9.0% | -$3.61万 | 重新持有 |
| DE | DEERE & COMPANY | $36.52万 | 0.04% | 576 | 68 | 13.4% | $4.31万 | 加仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $37.01万 | 0.04% | 40,365 | 7,461 | 22.7% | $6.84万 | 加仓 |
| WMT | WALMART INC | $37.95万 | 0.05% | 3,351 | -390 | -10.4% | -$4.42万 | 减仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $38.01万 | 0.05% | 1,104 | -1 | -0.1% | -$344 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INCORPORATED | $38.14万 | 0.05% | 25,159 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $38.68万 | 0.05% | 4,221 | -5,033 | -54.4% | -$46.12万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $38.82万 | 0.05% | 934 | -121 | -11.5% | -$5.03万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PREFERRED & | $39.29万 | 0.05% | 19,356 | 2,905 | 17.7% | $5.90万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $41.17万 | 0.05% | 3,316 | 0 | 0.0% | — | 不变 |
| T | AT&T INCORPORATED | $42.42万 | 0.05% | 20,494 | -262 | -1.3% | -$5,423 | 减仓 |
| MRK | MERCK & COMPANY INCORPORATED | $42.75万 | 0.05% | 3,327 | -77 | -2.3% | -$9,895 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $43.52万 | 0.05% | 2,750 | 2,750 | — | $43.52万 | 新建仓 |
| TSI | TCW STRATEGIC INCOME FD INCORPORATED | $44.40万 | 0.05% | 98,452 | 17,181 | 21.1% | $7.75万 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | $44.65万 | 0.05% | 2,878 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $45.30万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $45.39万 | 0.06% | 8,400 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $45.80万 | 0.06% | 899 | 62 | 7.4% | $3.16万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $46.77万 | 0.06% | 5,320 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $47.46万 | 0.06% | 404 | -11 | -2.7% | -$1.29万 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $49.47万 | 0.06% | 1,935 | -241 | -11.1% | -$6.16万 | 减仓 |
| DIS | DISNEY WALT COMPANY | $50.94万 | 0.06% | 5,292 | -39 | -0.7% | -$3,754 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BOND | $57.36万 | 0.07% | 39,668 | 7,682 | 24.0% | $11.11万 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $58.35万 | 0.07% | 167,203 | 21,824 | 15.0% | $7.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $61.05万 | 0.07% | 1,220 | -11 | -0.9% | -$5,504 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $61.11万 | 0.07% | 6,391 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $65.21万 | 0.08% | 6,469 | -1,045 | -13.9% | -$10.53万 | 减仓 |
| INTC | INTEL CORPORATION | $66.66万 | 0.08% | 4,774 | -70 | -1.4% | -$9,774 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $70.90万 | 0.09% | 2,010 | -118 | -5.5% | -$4.16万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $73.04万 | 0.09% | 2,702 | -78 | -2.8% | -$2.11万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD | $73.26万 | 0.09% | 46,423 | 4,474 | 10.7% | $7.06万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $75.37万 | 0.09% | 4,953 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUNICIPAL CREDIT INCOME FUND | $77.29万 | 0.09% | 60,951 | -2,998 | -4.7% | -$3.80万 | 减仓 |
| CTAS | CINTAS CORPORATION | $81.37万 | 0.10% | 4,784 | -4 | -0.1% | -$680 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $82.11万 | 0.10% | 6,990 | -219 | -3.0% | -$2.57万 | 减仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $82.82万 | 0.10% | 10,248 | -504 | -4.7% | -$4.07万 | 减仓 |
| FNB | F N B CORPORATION | $83.24万 | 0.10% | 43,628 | -532 | -1.2% | -$1.02万 | 减仓 |
| GLD | SPDR GOLD SHARES | $83.36万 | 0.10% | 2,263 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $85.69万 | 0.10% | 8,008 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $89.43万 | 0.11% | 2,393 | -1 | -0.0% | -$374 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $92.55万 | 0.11% | 3,644 | -40 | -1.1% | -$1.02万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | $96.14万 | 0.12% | 91,217 | -4,668 | -4.9% | -$4.92万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $97.41万 | 0.12% | 3,871 | -126 | -3.2% | -$3.17万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $97.98万 | 0.12% | 17,382 | -1,898 | -9.8% | -$10.70万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $108.04万 | 0.13% | 69,702 | -4,256 | -5.8% | -$6.60万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $118.88万 | 0.14% | 3,465 | 109 | 3.2% | $3.74万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $119.03万 | 0.14% | 7,830 | -7,165 | -47.8% | -$108.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $124.43万 | 0.15% | 1,078 | -154 | -12.5% | -$17.78万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $144.39万 | 0.18% | 1,928 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $144.61万 | 0.18% | 6,796 | 74 | 1.1% | $1.57万 | 加仓 |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $149.37万 | 0.18% | 13,536 | 4,155 | 44.3% | $45.85万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $155.25万 | 0.19% | 2,079 | -132 | -6.0% | -$9.86万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $185.36万 | 0.23% | 51,303 | 214 | 0.4% | $7,732 | 加仓 |
| — | EXXON MOBIL CORPORATION | $191.17万 | 0.23% | 13,983 | -74 | -0.5% | -$1.01万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $200.32万 | 0.24% | 2,625 | 297 | 12.8% | $22.67万 | 加仓 |