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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INCORPORATED | $219.75万 | 0.27% | 2,064 | -19 | -0.9% | -$2.02万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $227.88万 | 0.28% | 119,184 | 202 | 0.2% | $3,862 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $235.50万 | 0.29% | 6,364 | -212 | -3.2% | -$7.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $239.56万 | 0.29% | 20,533 | 119 | 0.6% | $1.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $253.54万 | 0.31% | 12,671 | -7,006 | -35.6% | -$140.18万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $257.53万 | 0.31% | 70,057 | 84 | 0.1% | $3,088 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $266.89万 | 0.32% | 4,738 | -64 | -1.3% | -$3.61万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $274.93万 | 0.33% | 153,337 | 18,300 | 13.6% | $32.81万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $276.62万 | 0.34% | 4,317 | -1,687 | -28.1% | -$108.10万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $295.88万 | 0.36% | 8,374 | 38 | 0.5% | $1.34万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $392.81万 | 0.48% | 16,481 | -4,142 | -20.1% | -$98.72万 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $452.60万 | 0.55% | 59,718 | 2,438 | 4.3% | $18.48万 | 加仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $500.76万 | 0.61% | 46,582 | -11,930 | -20.4% | -$128.25万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $617.66万 | 0.75% | 65,765 | 4,447 | 7.3% | $41.77万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $921.33万 | 1.12% | 82,027 | 1,579 | 2.0% | $17.74万 | 加仓 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $982.08万 | 1.19% | 47,116 | 1,141 | 2.5% | $23.78万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $1,274.71万 | 1.55% | 244,244 | 10,798 | 4.6% | $56.35万 | 加仓 |
| EMN | EASTMAN CHEMICAL COMPANY | $1,381.76万 | 1.68% | 206,295 | 4,395 | 2.2% | $29.44万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,570.97万 | 1.91% | 42,115 | 1,786 | 4.4% | $66.62万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,599.80万 | 1.94% | 13,338 | 83 | 0.6% | $9.96万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $1,702.97万 | 2.07% | 45,082 | -2,368 | -5.0% | -$89.45万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1,787.86万 | 2.17% | 26,031 | -294 | -1.1% | -$20.19万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $2,063.26万 | 2.51% | 63,033 | -701 | -1.1% | -$22.95万 | 减仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $2,102.11万 | 2.55% | 576,078 | 4,770 | 0.8% | $17.41万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $2,167.71万 | 2.63% | 241,259 | 221,720 | 1,134.8% | $1,992.15万 | 重新持有 |
| AAPL | APPLE INCORPORATED | $2,402.27万 | 2.92% | 83,020 | -4,253 | -4.9% | -$123.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $2,581.16万 | 3.13% | 44,433 | -53,229 | -54.5% | -$3,092.13万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2,595.58万 | 3.15% | 72,630 | -5,208 | -6.7% | -$186.12万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $2,690.04万 | 3.27% | 331,858 | -456 | -0.1% | -$3.70万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2,702.27万 | 3.28% | 560,870 | 7,885 | 1.4% | $37.99万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $2,770.21万 | 3.36% | 350,274 | -1,172 | -0.3% | -$9.27万 | 减仓 |
| FSCC | FEDERATED HERMES MDT SMALL CAP CORE ETF | $2,929.19万 | 3.56% | 784,675 | 7,652 | 1.0% | $28.56万 | 加仓 |
| JAVA | J P MORGAN ETF ACTIVE VALUE ETF | $3,893.36万 | 4.73% | 490,286 | 8,669 | 1.8% | $68.84万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $4,124.53万 | 5.01% | 570,632 | -6,060 | -1.1% | -$43.80万 | 减仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $4,251.26万 | 5.16% | 1,052,032 | 3,951 | 0.4% | $15.97万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $4,452.55万 | 5.41% | 589,664 | 13,242 | 2.3% | $99.99万 | 加仓 |
| QINT | AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF | $5,148.73万 | 6.25% | 741,580 | 17,000 | 2.3% | $118.03万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5,380.96万 | 6.53% | 227,409 | 4,262 | 1.9% | $100.85万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $9,067.02万 | 11.01% | 123,126 | -1,951 | -1.6% | -$143.67万 | 减仓 |