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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR ISHARES SEMICDTR | $197.33万 | 0.27% | 6,004 | 8 | 0.1% | $2,629 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $210.97万 | 0.29% | 6,576 | -457 | -6.5% | -$14.66万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $214.44万 | 0.29% | 135,037 | 13,138 | 10.8% | $20.86万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $217.11万 | 0.30% | 14,995 | 1,002 | 7.2% | $14.51万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $229.63万 | 0.31% | 118,982 | 215 | 0.2% | $4,149 | 加仓 |
| — | EXXON MOBIL CORPORATION | $238.49万 | 0.33% | 14,057 | -511 | -3.5% | -$8.67万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $239.13万 | 0.33% | 8,336 | -204 | -2.4% | -$5.85万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $264.78万 | 0.36% | 69,973 | 88 | 0.1% | $3,330 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $274.72万 | 0.38% | 4,802 | -19,105 | -79.9% | -$1,093.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $298.62万 | 0.41% | 20,414 | -1,280 | -5.9% | -$18.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $343.17万 | 0.47% | 19,677 | 6,711 | 51.8% | $117.04万 | 加仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $401.99万 | 0.55% | 57,280 | 3,007 | 5.5% | $21.10万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $429.52万 | 0.59% | 20,623 | 965 | 4.9% | $20.10万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $568.79万 | 0.78% | 61,318 | 1,827 | 3.1% | $16.95万 | 加仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $575.64万 | 0.79% | 58,512 | -1 | -0.0% | -$98 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $1,053.95万 | 1.44% | 80,448 | -62,644 | -43.8% | -$820.70万 | 减仓 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $1,135.80万 | 1.55% | 45,975 | -24,520 | -34.8% | -$605.76万 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $1,218.35万 | 1.66% | 233,446 | 15,313 | 7.0% | $79.92万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,219.16万 | 1.67% | 13,255 | 110 | 0.8% | $10.12万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $1,468.61万 | 2.01% | 47,450 | -1,505 | -3.1% | -$46.58万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $1,492.85万 | 2.04% | 40,329 | 876 | 2.2% | $32.43万 | 加仓 |
| EMN | EASTMAN CHEMICAL COMPANY | $1,540.90万 | 2.11% | 201,900 | 201,900 | — | $1,540.90万 | 新建仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1,573.07万 | 2.15% | 26,325 | 437 | 1.7% | $26.11万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,874.79万 | 2.56% | 63,734 | -404 | -0.6% | -$11.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $1,986.74万 | 2.71% | 97,662 | -1,765 | -1.8% | -$35.91万 | 减仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $2,132.98万 | 2.91% | 571,308 | 2,290 | 0.4% | $8.55万 | 加仓 |
| AAPL | APPLE INCORPORATED | $2,214.90万 | 3.03% | 87,273 | 2,133 | 2.5% | $54.13万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2,238.31万 | 3.06% | 77,838 | -5,469 | -6.6% | -$157.27万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $2,269.04万 | 3.10% | 332,314 | 2,728 | 0.8% | $18.63万 | 加仓 |
| FSCC | FEDERATED HERMES MDT SMALL CAP CORE ETF | $2,306.98万 | 3.15% | 777,023 | 412,532 | 113.2% | $1,224.81万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2,600.69万 | 3.55% | 552,985 | -74,189 | -11.8% | -$348.91万 | 减仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $2,650.26万 | 3.62% | 351,446 | -731 | -0.2% | -$5.51万 | 减仓 |
| JAVA | J P MORGAN ETF ACTIVE VALUE ETF | $3,455.60万 | 4.72% | 481,617 | 4,989 | 1.0% | $35.80万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3,536.28万 | 4.83% | 576,692 | -142,394 | -19.8% | -$873.16万 | 减仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $4,131.53万 | 5.65% | 1,048,081 | 443 | 0.0% | $1.75万 | 加仓 |
| QINT | AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF | $4,741.65万 | 6.48% | 724,580 | 9,433 | 1.3% | $61.73万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4,799.00万 | 6.56% | 223,147 | 3,322 | 1.5% | $71.44万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $5,081.74万 | 6.94% | 576,422 | -10,174 | -1.7% | -$89.69万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $7,219.21万 | 9.86% | 125,077 | 210 | 0.2% | $12.12万 | 加仓 |