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 |
|---|---|---|---|---|---|---|---|---|
| — | AXS KNOWLEDGE LEADERS ETF | $32.27万 | 0.04% | 4,990 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.22万 | 0.04% | 2,696 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $32.03万 | 0.04% | 161 | -30 | -15.7% | -$5.97万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $30.79万 | 0.04% | 7,272 | -213 | -2.8% | -$9,018 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $30.18万 | 0.04% | 2,058 | -345 | -14.4% | -$5.06万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND INCORPORATED | $29.19万 | 0.04% | 22,349 | 4,435 | 24.8% | $5.79万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $28.97万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $28.86万 | 0.04% | 1,521 | -120 | -7.3% | -$2.28万 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL--MID ETF | $28.81万 | 0.03% | 5,165 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $28.49万 | 0.03% | 1,013 | 183 | 22.0% | $5.15万 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $28.09万 | 0.03% | 3,200 | 18 | 0.6% | $1,580 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.20万 | 0.03% | 1,641 | -209 | -11.3% | -$3.46万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $26.80万 | 0.03% | 3,111 | 2,661 | 591.3% | $22.92万 | 重新持有 |
| WELL | WELLTOWER INCORPORATED REIT | $25.26万 | 0.03% | 1,113 | -32 | -2.8% | -$7,263 | 减仓 |
| SUPN | INDIVIOR PLC | $24.87万 | 0.03% | 6,062 | 6,062 | — | $24.87万 | 新建仓 |
| KO | COCA COLA COMPANY | $24.16万 | 0.03% | 2,973 | -1,586 | -34.8% | -$12.89万 | 减仓 |
| GEN | GENERAL DIGITAL INCORPORATED | $23.10万 | 0.03% | 9,281 | 9,281 | — | $23.10万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INCORPORATED | $22.69万 | 0.03% | 12,559 | 12,559 | — | $22.69万 | 新建仓 |
| WDC | WESTERN DIGITAL CORPORATION | $22.67万 | 0.03% | 355 | 355 | — | $22.67万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $22.52万 | 0.03% | 775 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $22.42万 | 0.03% | 1,419 | 1,419 | — | $22.42万 | 新建仓 |
| WFC | WELLS FARGO & COMPANY | $21.82万 | 0.03% | 2,640 | 99 | 3.9% | $8,181 | 加仓 |
| ORCL | ORACLE CORPORATION | $21.34万 | 0.03% | 1,456 | -791 | -35.2% | -$11.59万 | 减仓 |
| PEP | PEPSICO INC | $21.24万 | 0.03% | 1,569 | -1,072 | -40.6% | -$14.51万 | 减仓 |
| EXPE | EXPEDIA GROUP INCORPORATED COM NEW | $21.11万 | 0.03% | 825 | 825 | — | $21.11万 | 新建仓 |
| AVBC | AVIDIA BANCORP INCORPORATED COMMON STOCK | $20.99万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $20.93万 | 0.03% | 2,900 | -1,851 | -39.0% | -$13.36万 | 重新持有 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $20.86万 | 0.03% | 4,600 | 200 | 4.5% | $9,068 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $20.61万 | 0.03% | 1,992 | 1,992 | — | $20.61万 | 新建仓 |
| IAK | ISHARES TR U.S. INSRNCE ETF | $20.03万 | 0.02% | 1,425 | 1,425 | — | $20.03万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORPORATION | $16.78万 | 0.02% | 11,496 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU | $10.57万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INCORPORATED | $9.05万 | 0.01% | 15,870 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INCORPORATED | $6.97万 | 0.01% | 18,100 | 0 | 0.0% | — | 不变 |
| 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 |