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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST | $9,067.02万 | 11.01% | 123,126 | -1,951 | -1.6% | -$143.67万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5,380.96万 | 6.53% | 227,409 | 4,262 | 1.9% | $100.85万 | 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 |
| IAU | ISHARES GOLD TR ISHARES NEW | $4,452.55万 | 5.41% | 589,664 | 13,242 | 2.3% | $99.99万 | 加仓 |
| 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 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $4,124.53万 | 5.01% | 570,632 | -6,060 | -1.1% | -$43.80万 | 减仓 |
| 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 |
| 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 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $2,770.21万 | 3.36% | 350,274 | -1,172 | -0.3% | -$9.27万 | 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 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $2,690.04万 | 3.27% | 331,858 | -456 | -0.1% | -$3.70万 | 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 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $2,581.16万 | 3.13% | 44,433 | -53,229 | -54.5% | -$3,092.13万 | 减仓 |
| AAPL | APPLE INCORPORATED | $2,402.27万 | 2.92% | 83,020 | -4,253 | -4.9% | -$123.06万 | 减仓 |
| 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 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $2,102.11万 | 2.55% | 576,078 | 4,770 | 0.8% | $17.41万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $2,063.26万 | 2.51% | 63,033 | -701 | -1.1% | -$22.95万 | 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 |
| AVGO | BROADCOM INCORPORATED | $1,702.97万 | 2.07% | 45,082 | -2,368 | -5.0% | -$89.45万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $1,599.80万 | 1.94% | 13,338 | 83 | 0.6% | $9.96万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,570.97万 | 1.91% | 42,115 | 1,786 | 4.4% | $66.62万 | 加仓 |
| EMN | EASTMAN CHEMICAL COMPANY | $1,381.76万 | 1.68% | 206,295 | 4,395 | 2.2% | $29.44万 | 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 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $982.08万 | 1.19% | 47,116 | 1,141 | 2.5% | $23.78万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $921.33万 | 1.12% | 82,027 | 1,579 | 2.0% | $17.74万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $617.66万 | 0.75% | 65,765 | 4,447 | 7.3% | $41.77万 | 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 |
| DGRO | ISHARES TR CORE DIV GRWTH | $452.60万 | 0.55% | 59,718 | 2,438 | 4.3% | $18.48万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $392.81万 | 0.48% | 16,481 | -4,142 | -20.1% | -$98.72万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $295.88万 | 0.36% | 8,374 | 38 | 0.5% | $1.34万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $276.62万 | 0.34% | 4,317 | -1,687 | -28.1% | -$108.10万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $274.93万 | 0.33% | 153,337 | 18,300 | 13.6% | $32.81万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $266.89万 | 0.32% | 4,738 | -64 | -1.3% | -$3.61万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $257.53万 | 0.31% | 70,057 | 84 | 0.1% | $3,088 | 加仓 |
| NVDA | NVIDIA CORPORATION | $253.54万 | 0.31% | 12,671 | -7,006 | -35.6% | -$140.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $239.56万 | 0.29% | 20,533 | 119 | 0.6% | $1.39万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $235.50万 | 0.29% | 6,364 | -212 | -3.2% | -$7.85万 | 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 |
| CAT | CATERPILLAR INCORPORATED | $219.75万 | 0.27% | 2,064 | -19 | -0.9% | -$2.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $200.32万 | 0.24% | 2,625 | 297 | 12.8% | $22.67万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $191.17万 | 0.23% | 13,983 | -74 | -0.5% | -$1.01万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $185.36万 | 0.23% | 51,303 | 214 | 0.4% | $7,732 | 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 |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $149.37万 | 0.18% | 13,536 | 4,155 | 44.3% | $45.85万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $144.61万 | 0.18% | 6,796 | 74 | 1.1% | $1.57万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $144.39万 | 0.18% | 1,928 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INCORPORATED | $124.43万 | 0.15% | 1,078 | -154 | -12.5% | -$17.78万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $119.03万 | 0.14% | 7,830 | -7,165 | -47.8% | -$108.92万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $118.88万 | 0.14% | 3,465 | 109 | 3.2% | $3.74万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $108.04万 | 0.13% | 69,702 | -4,256 | -5.8% | -$6.60万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $97.98万 | 0.12% | 17,382 | -1,898 | -9.8% | -$10.70万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $97.41万 | 0.12% | 3,871 | -126 | -3.2% | -$3.17万 | 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 |
| JNJ | JOHNSON & JOHNSON | $92.55万 | 0.11% | 3,644 | -40 | -1.1% | -$1.02万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $89.43万 | 0.11% | 2,393 | -1 | -0.0% | -$374 | 减仓 |
| CRH | CRH PLC ORD | $85.69万 | 0.10% | 8,008 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $83.36万 | 0.10% | 2,263 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORPORATION | $83.24万 | 0.10% | 43,628 | -532 | -1.2% | -$1.02万 | 减仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $82.82万 | 0.10% | 10,248 | -504 | -4.7% | -$4.07万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $82.11万 | 0.10% | 6,990 | -219 | -3.0% | -$2.57万 | 减仓 |
| CTAS | CINTAS CORPORATION | $81.37万 | 0.10% | 4,784 | -4 | -0.1% | -$680 | 减仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INCOME FUND | $77.29万 | 0.09% | 60,951 | -2,998 | -4.7% | -$3.80万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $75.37万 | 0.09% | 4,953 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD | $73.26万 | 0.09% | 46,423 | 4,474 | 10.7% | $7.06万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $73.04万 | 0.09% | 2,702 | -78 | -2.8% | -$2.11万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $70.90万 | 0.09% | 2,010 | -118 | -5.5% | -$4.16万 | 减仓 |
| INTC | INTEL CORPORATION | $66.66万 | 0.08% | 4,774 | -70 | -1.4% | -$9,774 | 减仓 |
| 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 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $61.11万 | 0.07% | 6,391 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $61.05万 | 0.07% | 1,220 | -11 | -0.9% | -$5,504 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $58.35万 | 0.07% | 167,203 | 21,824 | 15.0% | $7.62万 | 加仓 |
| — | GUGGENHEIM TAXABLE MUNICP BOND | $57.36万 | 0.07% | 39,668 | 7,682 | 24.0% | $11.11万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $50.94万 | 0.06% | 5,292 | -39 | -0.7% | -$3,754 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $49.47万 | 0.06% | 1,935 | -241 | -11.1% | -$6.16万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $47.46万 | 0.06% | 404 | -11 | -2.7% | -$1.29万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $46.77万 | 0.06% | 5,320 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $45.80万 | 0.06% | 899 | 62 | 7.4% | $3.16万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $45.39万 | 0.06% | 8,400 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $45.30万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | $44.65万 | 0.05% | 2,878 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INCORPORATED | $44.40万 | 0.05% | 98,452 | 17,181 | 21.1% | $7.75万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $43.52万 | 0.05% | 2,750 | 2,750 | — | $43.52万 | 新建仓 |
| MRK | MERCK & COMPANY INCORPORATED | $42.75万 | 0.05% | 3,327 | -77 | -2.3% | -$9,895 | 减仓 |
| T | AT&T INCORPORATED | $42.42万 | 0.05% | 20,494 | -262 | -1.3% | -$5,423 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $41.17万 | 0.05% | 3,316 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PREFERRED & | $39.29万 | 0.05% | 19,356 | 2,905 | 17.7% | $5.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $38.82万 | 0.05% | 934 | -121 | -11.5% | -$5.03万 | 减仓 |
| 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 |
| NWBI | NORTHWEST BANCSHARES INCORPORATED | $38.14万 | 0.05% | 25,159 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS COMPANY | $38.01万 | 0.05% | 1,104 | -1 | -0.1% | -$344 | 减仓 |
| WMT | WALMART INC | $37.95万 | 0.05% | 3,351 | -390 | -10.4% | -$4.42万 | 减仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $37.01万 | 0.04% | 40,365 | 7,461 | 22.7% | $6.84万 | 加仓 |
| DE | DEERE & COMPANY | $36.52万 | 0.04% | 576 | 68 | 13.4% | $4.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $36.42万 | 0.04% | 1,068 | -106 | -9.0% | -$3.61万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORPORATION | $35.57万 | 0.04% | 698 | -1 | -0.1% | -$510 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $35.34万 | 0.04% | 863 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORPORATION CLASS A | $34.50万 | 0.04% | 6,344 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INCORPORATED | $34.49万 | 0.04% | 820 | -201 | -19.7% | -$8.45万 | 减仓 |
| SO | SOUTHERN COMPANY | $34.24万 | 0.04% | 3,578 | 296 | 9.0% | $2.83万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $32.34万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |