13F 机构持仓

Integrity Advisory Solutions, LLC

DALLAS TX · SEC CIK 0002057931

2026Q22026Q1 更早 9 个季度 🔒
$7.57亿2026Q1 申报市值
293持仓数
50.6%前十大占比 · 第一大 15.5%
47 / 16新建仓 / 清仓
申报市值走势$9.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.5%
DGCB 8.4%
DFGP 5.6%
DIMENSIONAL ET 4.0%
DFIC 3.9%
DIMENSIONAL ET 3.7%
SPMD 3.2%
VCSH 2.6%
DFSD 1.9%
CGGR 1.9%

2026Q1 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$1,137.85万
PFEB 新建仓+$974.59万
FYC 新建仓+$947.56万
DGCB 加仓+$882.04万
DFGP 加仓+$453.54万

2026Q1 卖出最多 按季末市值估算

IJR 减仓-$1,128.77万
UDEC 清仓-$389.41万
BIL 减仓-$154.00万
INNOVATOR ETFS T 减仓-$151.63万
AMGN 减仓-$76.99万

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
PLTR PALANTIR TECHNOLOGIES INC $85.31万0.11%5,832 3115.6% $4.55万 加仓
UNP UNION PAC CORP $84.56万0.11%3,485 872.6% $2.11万 加仓
VTEB VANGUARD MUN BD FDS $83.55万0.11%16,747 9,246123.3% $46.13万 加仓
DE DEERE & CO $80.07万0.11%1,421 -156-9.9% -$8.79万 减仓
VTES VANGUARD WELLINGTON FD $80.03万0.11%7,913 7,913— $80.03万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $78.96万0.10%2,336 63837.6% $21.57万 加仓
POCT INNOVATOR ETFS TRUST $78.06万0.10%18,107 -2,349-11.5% -$10.13万 减仓
BFEB INNOVATOR ETFS TRUST $77.72万0.10%16,292 16,292— $77.72万 新建仓
— INNOVATOR ETFS TRUST $77.62万0.10%28,137 19,238216.2% $53.07万 加仓
GLDM WORLD GOLD TR $74.94万0.10%8,085 3374.3% $3.12万 加仓
V VISA INC $74.41万0.10%2,461 45422.6% $13.73万 加仓
RKLB ROCKET LAB CORP $74.12万0.10%11,540 1,18111.4% $7.59万 加仓
TSLA TESLA INC $73.28万0.10%1,971 30918.6% $11.49万 加仓
NEE NEXTERA ENERGY INC $72.80万0.10%7,837 2,00034.3% $18.58万 加仓
IXN ISHARES TR $71.66万0.09%7,168 10.0% $100 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $70.82万0.09%26,008 -100-0.4% -$2,723 减仓
SPY STATE STR SPDR S&P 500 ETF T $69.83万0.09%1,073 -1,040-49.2% -$67.69万 减仓
DIA STATE STR SPDR DOW JONES IND $67.44万0.09%1,456 23719.4% $10.98万 加仓
PSEP INNOVATOR ETFS TRUST $66.28万0.09%15,392 -6,776-30.6% -$29.18万 减仓
ETN EATON CORP PLC $65.17万0.09%1,822 895.1% $3.18万 加仓
LGLV SPDR SERIES TRUST $64.21万0.08%3,605 70.2% $1,247 加仓
COST COSTCO WHOLESALE CORPORATION $63.81万0.08%640 7713.7% $7.68万 加仓
EFA ISHARES TR $63.76万0.08%6,564 93216.5% $9.05万 加仓
DIVB ISHARES TR $63.65万0.08%11,798 820.7% $4,424 加仓
DEM WISDOMTREE TR $61.73万0.08%12,423 4,59258.6% $22.82万 加仓
T AT&T INC $61.43万0.08%21,191 1,5888.1% $4.60万 加仓
MS MORGAN STANLEY $61.04万0.08%3,708 3,708— $61.04万 新建仓
ASTS AST SPACEMOBILE INC $61.00万0.08%7,361 1,45324.6% $12.04万 加仓
VBR VANGUARD INDEX FDS $59.57万0.08%2,741 -296-9.7% -$6.43万 减仓
HD HOME DEPOT INC $58.39万0.08%1,775 54744.5% $17.99万 加仓
IBM INTERNATIONAL BUSINESS MACHS $58.09万0.08%2,396 -33-1.4% -$8,001 减仓
— DIREXION SHARES ETF TRUST $57.85万0.08%17,233 1,2127.6% $4.07万 加仓
EMB ISHARES TR $57.15万0.08%6,084 80215.2% $7.53万 加仓
ADBE ADOBE INC $57.08万0.08%2,348 -109-4.4% -$2.65万 减仓
IJH ISHARES TR $56.04万0.07%8,299 3,62477.5% $24.47万 加仓
PAUG INNOVATOR ETFS TRUST $55.98万0.07%13,103 -11,985-47.8% -$51.20万 减仓
HOOD ROBINHOOD MKTS INC $55.75万0.07%8,045 1,64825.8% $11.42万 加仓
IWD ISHARES TR $54.96万0.07%2,572 2,572— $54.96万 新建仓
— INNOVATOR ETFS TRUST $52.08万0.07%19,558 -56,946-74.4% -$151.63万 减仓
SCHP SCHWAB STRATEGIC TR $51.91万0.07%19,506 1,1636.3% $3.09万 加仓
VLUE ISHARES TR $51.78万0.07%3,641 -117-3.1% -$1.66万 减仓
VIG VANGUARD SPECIALIZED FUNDS $51.72万0.07%2,405 -317-11.6% -$6.82万 减仓
CSCO CISCO SYS INC $51.26万0.07%6,606 861.3% $6,673 加仓
ORCL ORACLE CORP $50.18万0.07%3,410 53518.6% $7.87万 加仓
VCLT VANGUARD SCOTTSDALE FDS $50.05万0.07%6,698 3675.8% $2.74万 加仓
SCHF SCHWAB STRATEGIC TR $49.22万0.07%19,885 -1,339-6.3% -$3.31万 减仓
KO COCA COLA CO $48.38万0.06%6,361 1,15522.2% $8.78万 加仓
SCHD SCHWAB STRATEGIC TR $47.99万0.06%15,641 -1,749-10.1% -$5.37万 减仓
ITOT ISHARES TR $47.83万0.06%3,358 -1,503-30.9% -$21.41万 减仓
ABBV ABBVIE INC $47.37万0.06%2,178 -562-20.5% -$12.22万 减仓
NSC NORFOLK SOUTHN CORP $46.84万0.06%1,632 30.2% $861 加仓
MTUM ISHARES TR $45.98万0.06%1,916 27817.0% $6.67万 加仓
ISRG INTUITIVE SURGICAL INC $45.04万0.06%977 687.5% $3.13万 加仓
— ISHARES TR $44.02万0.06%7,595 1742.3% $1.01万 加仓
INTC INTEL CORP $43.89万0.06%9,945 -220-2.2% -$9,709 减仓
NKE NIKE INC $43.88万0.06%8,307 690.8% $3,645 加仓
ITA ISHARES TR $43.60万0.06%1,993 30518.1% $6.67万 加仓
PAVE GLOBAL X FDS $42.99万0.06%8,460 4776.0% $2.42万 加仓
SHYG ISHARES TR $42.62万0.06%10,073 -1,324-11.6% -$5.60万 减仓
NEAR ISHARES U S ETF TR $42.01万0.06%8,263 3975.0% $2.02万 加仓
BABA ALIBABA GROUP HLDG LTD $41.79万0.06%3,330 351.1% $4,392 加仓
JEPI J P MORGAN EXCHANGE TRADED F $41.59万0.05%7,338 2243.1% $1.27万 加仓
FMB FIRST TR EXCH TRADED FD III $41.47万0.05%8,186 3113.9% $1.58万 加仓
OXY OCCIDENTAL PETE CORP $40.05万0.05%6,161 1682.8% $1.09万 加仓
AMD ADVANCED MICRO DEVICES INC $39.63万0.05%1,948 1327.3% $2.69万 加仓
RTX RTX CORPORATION $39.59万0.05%2,052 40524.6% $7.81万 加仓
PM PHILIP MORRIS INTL INC $39.34万0.05%2,379 552.4% $9,095 加仓
— INNOVATOR ETFS TRUST $38.76万0.05%14,220 14,220— $38.76万 新建仓
VTI VANGUARD INDEX FDS $38.62万0.05%1,203 -159-11.7% -$5.10万 减仓
BSV VANGUARD BD INDEX FDS $38.59万0.05%4,921 230.5% $1,804 加仓
HDV ISHARES TR $38.38万0.05%2,828 823.0% $1.11万 加仓
VB VANGUARD INDEX FDS $37.77万0.05%1,441 816.0% $2.12万 加仓
MCD MCDONALDS CORP $37.65万0.05%1,211 15414.6% $4.79万 加仓
HYMB SPDR SERIES TRUST $37.36万0.05%15,064 -14-0.1% -$347 减仓
AMLP ALPS ETF TR $36.52万0.05%6,937 00.0% — 不变
HEFA ISHARES TR $36.09万0.05%8,493 -319-3.6% -$1.36万 减仓
QQQE DIREXION SHARES ETF TRUST $36.04万0.05%3,658 1664.8% $1.64万 加仓
PZA INVESCO EXCH TRADED FD TR II $35.48万0.05%15,439 00.0% — 不变
AMGN AMGEN INC $35.40万0.05%1,006 -2,188-68.5% -$76.99万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $35.34万0.05%11,984 6836.0% $2.01万 加仓
TT TRANE TECHNOLOGIES PLC $34.96万0.05%839 50.6% $2,084 加仓
SPDW SPDR INDEX SHS FDS $34.78万0.05%7,618 -304-3.8% -$1.39万 减仓
— INNOVATOR ETFS TRUST $34.57万0.05%13,490 -1,020-7.0% -$2.61万 减仓
MA MASTERCARD INCORPORATED $34.51万0.05%690 10818.6% $5.40万 加仓
VWO VANGUARD INTL EQUITY INDEX F $34.10万0.05%6,309 1,48930.9% $8.05万 加仓
NFLX NETFLIX INC. $33.95万0.04%3,531 -650-15.5% -$6.25万 减仓
PFE PFIZER INC $33.90万0.04%12,073 3,36138.6% $9.44万 加仓
SYSB ISHARES TR $33.71万0.04%3,788 56317.5% $5.01万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $33.69万0.04%4,856 581.2% $4,023 加仓
DG DOLLAR GEN CORP $33.63万0.04%2,832 1575.9% $1.86万 加仓
NBIS NEBIUS GROUP N.V. $33.22万0.04%3,202 2197.3% $2.27万 加仓
DFIP DIMENSIONAL ETF TRUST $32.90万0.04%7,885 7,885— $32.90万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $32.81万0.04%5,605 5,605— $32.81万 新建仓
SYK STRYKER CORPORATION $32.78万0.04%997 -282-22.0% -$9.27万 减仓
— HONEYWELL INTL INC $32.39万0.04%1,432 44144.5% $9.97万 重新持有
IEFA ISHARES TR $32.24万0.04%3,561 42413.5% $3.84万 加仓
SECT NORTHERN LTS FD TR IV $32.17万0.04%5,327 99422.9% $6.00万 加仓
GEV GE VERNOVA INC $32.13万0.04%368 368— $32.13万 新建仓
BAC BANK AMERICA CORP $31.79万0.04%6,520 6,520— $31.79万 新建仓
GE GE AEROSPACE $31.39万0.04%1,106 494.6% $1.39万 加仓