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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $31.65万 | 0.04% | 1,641 | -47 | -2.8% | -$9,066 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $30.77万 | 0.04% | 863 | 175 | 25.4% | $6.24万 | 加仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $30.14万 | 0.04% | 32,904 | 479 | 1.5% | $4,388 | 加仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $29.86万 | 0.04% | 1,321 | -128 | -8.8% | -$2.89万 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $29.55万 | 0.04% | 3,182 | -49 | -1.5% | -$4,551 | 减仓 |
| DE | DEERE & COMPANY | $28.62万 | 0.04% | 508 | -143 | -22.0% | -$8.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $28.55万 | 0.04% | 1,055 | -566 | -34.9% | -$15.32万 | 减仓 |
| PSX | PHILLIPS 66 | $26.85万 | 0.04% | 1,474 | 1,474 | — | $26.85万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $26.75万 | 0.04% | 775 | 0 | 0.0% | — | 不变 |
| — | AXS KNOWLEDGE LEADERS ETF | $25.98万 | 0.04% | 4,990 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL--MID ETF | $23.69万 | 0.03% | 5,165 | 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 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $23.51万 | 0.03% | 337 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INCORPORATED REIT | $22.64万 | 0.03% | 1,145 | 32 | 2.9% | $6,327 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $22.37万 | 0.03% | 571 | 571 | — | $22.37万 | 新建仓 |
| INTC | INTEL CORPORATION | $21.38万 | 0.03% | 4,844 | 4,844 | — | $21.38万 | 新建仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $20.28万 | 0.03% | 845 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $20.23万 | 0.03% | 2,541 | -24 | -0.9% | -$1,911 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $20.19万 | 0.03% | 4,400 | 4,400 | — | $20.19万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $20.12万 | 0.03% | 830 | 100 | 13.7% | $2.42万 | 加仓 |
| AVBC | AVIDIA BANCORP INCORPORATED COMMON STOCK | $19.67万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORPORATION | $15.13万 | 0.02% | 11,496 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU | $10.38万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INCORPORATED | $7.15万 | 0.01% | 18,100 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INCORPORATED | $6.14万 | 0.01% | 15,870 | 0 | 0.0% | — | 不变 |
| 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 |