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
UMAR INNOVATOR ETFS TRUST $30.70万0.04%7,726 7,726— $30.70万 新建仓
CRWD CROWDSTRIKE HLDGS INC $30.53万0.04%782 -306-28.1% -$11.95万 减仓
— INNOVATOR ETFS TRUST $30.36万0.04%7,716 -210-2.6% -$8,263 减仓
XT ISHARES TR $30.11万0.04%4,418 4,418— $30.11万 新建仓
SGOV ISHARES TR $29.71万0.04%2,951 -453-13.3% -$4.56万 减仓
EMR EMERSON ELEC CO $29.61万0.04%2,259 -214-8.7% -$2.80万 减仓
CAT CATERPILLAR INC $29.49万0.04%416 -57-12.1% -$4.04万 减仓
— INNOVATOR ETFS TRUST $29.48万0.04%7,709 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $29.11万0.04%1,118 17718.8% $4.61万 加仓
— INNOVATOR ETFS TRUST $28.93万0.04%9,704 9,704— $28.93万 新建仓
— INNOVATOR ETFS TRUST $28.91万0.04%10,809 -7,473-40.9% -$19.99万 减仓
CMCSA COMCAST CORP NEW $28.31万0.04%9,861 5736.2% $1.65万 加仓
LOW LOWES COS INC $28.19万0.04%1,192 14213.5% $3.36万 加仓
VBK VANGUARD INDEX FDS $28.08万0.04%929 161.8% $4,836 加仓
IAU ISHARES GOLD TR $27.75万0.04%3,148 2679.3% $2.35万 加仓
CB CHUBB LTD SWITZ $27.44万0.04%841 16424.2% $5.35万 加仓
WCC WESCO INTL INC $27.36万0.04%1,000 1,000— $27.36万 新建仓
SNDK SANDISK CORP $26.94万0.04%424 424— $26.94万 新建仓
VYMI VANGUARD WHITEHALL FDS $26.91万0.04%2,856 411.5% $3,864 加仓
MGK VANGUARD WORLD FD $26.35万0.03%717 15226.9% $5.59万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $26.31万0.03%1,203 -95-7.3% -$2.08万 减仓
KBWB INVESCO EXCH TRADED FD TR II $26.12万0.03%3,301 3,301— $26.12万 新建仓
IREN IREN LIMITED $25.90万0.03%7,554 7,554— $25.90万 新建仓
WM WASTE MGMT INC DEL $25.77万0.03%1,121 -270-19.4% -$6.21万 减仓
BUYW NORTHERN LTS FD TR IV $25.24万0.03%17,928 2,82418.7% $3.98万 加仓
AXP AMERICAN EXPRESS CO $25.24万0.03%834 -47-5.3% -$1.42万 减仓
REGL PROSHARES TR $25.21万0.03%2,917 2,917— $25.21万 新建仓
CGCP CAPITAL GRP FIXED INCM ETF T $25.10万0.03%11,234 -2,422-17.7% -$5.41万 减仓
LRCX LAM RESEARCH CORP $25.02万0.03%1,170 1,170— $25.02万 新建仓
VO VANGUARD INDEX FDS $24.49万0.03%852 -119-12.3% -$3.42万 减仓
NOC NORTHROP GRUMMAN CORP $24.15万0.03%354 354— $24.15万 新建仓
JAJL INNOVATOR ETFS TRUST $24.02万0.03%8,264 8,264— $24.02万 新建仓
O REALTY INCOME CORP $23.94万0.03%3,912 3,912— $23.94万 新建仓
PEP PEPSICO INC $23.60万0.03%1,519 573.9% $8,855 加仓
SHYD VANECK ETF TRUST $23.41万0.03%10,331 580.6% $1,314 加仓
MRK MERCK & CO INC $23.32万0.03%1,938 1,938— $23.32万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $23.23万0.03%3,464 591.7% $3,957 加仓
— INNOVATOR ETFS TRUST $22.78万0.03%9,197 9,197— $22.78万 新建仓
ICVT ISHARES TR $22.65万0.03%2,225 1849.0% $1.87万 加仓
SPYV SPDR SERIES TRUST $22.62万0.03%3,997 -1,078-21.2% -$6.10万 减仓
SUB ISHARES TR $22.59万0.03%2,121 2,121— $22.59万 新建仓
USMV ISHARES TR $22.56万0.03%2,433 190.8% $1,762 加仓
VZ VERIZON COMMUNICATIONS INC $22.43万0.03%4,468 4,468— $22.43万 新建仓
GLD SPDR GOLD TR $22.38万0.03%520 520— $22.38万 新建仓
ABT ABBOTT LABORATORIES $22.24万0.03%2,166 1708.5% $1.75万 加仓
AVDV AMERICAN CENTY ETF TR $21.65万0.03%2,168 -33-1.5% -$3,295 减仓
VV VANGUARD INDEX FDS $21.58万0.03%722 -29-3.9% -$8,667 减仓
VGIT VANGUARD SCOTTSDALE FDS $21.46万0.03%3,603 3,603— $21.46万 新建仓
XLC SELECT SECTOR SPDR TR $21.16万0.03%1,908 1,908— $21.16万 新建仓
SHV ISHARES TR $21.03万0.03%1,905 1,905— $21.03万 新建仓
AFL AFLAC INC $21.01万0.03%1,915 -373-16.3% -$4.09万 减仓
SCHR SCHWAB STRATEGIC TR $20.77万0.03%8,340 -2,043-19.7% -$5.09万 减仓
VTIP VANGUARD MALVERN FDS $20.53万0.03%4,110 -1,662-28.8% -$8.30万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $20.44万0.03%7,782 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $20.43万0.03%241 241— $20.43万 新建仓
BIT BLACKROCK MULTI SECTOR INC T $13.05万0.02%10,420 10,420— $13.05万 新建仓
PTY PIMCO CORPORATE & INCOME OPP $12.80万0.02%10,615 10,615— $12.80万 新建仓
PCN PIMCO CORPORATE & INCM STRG $12.49万0.02%10,499 10,499— $12.49万 新建仓
— FRANKLIN LTD DURATION INCOME $12.43万0.02%21,328 2,92415.9% $1.70万 加仓
BHK BLACKROCK CORE BD TR $12.31万0.02%13,443 1,93316.8% $1.77万 加仓
BTZ BLACKROCK CR ALLOCATION $12.30万0.02%12,183 1,43613.4% $1.45万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $11.81万0.02%13,866 3,80337.8% $3.24万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $11.73万0.02%10,832 10,832— $11.73万 新建仓
— KKR INCOME OPPORTUNITIES FD $11.38万0.02%10,344 10,344— $11.38万 新建仓
— PRINCIPAL REAL ESTATE INCOME $10.88万0.01%11,325 11,325— $10.88万 新建仓
— PIMCO INCOME STRATEGY FD II $10.83万0.01%15,714 1,95214.2% $1.34万 加仓
— WESTERN ASSET HIGH INCOME OP $10.42万0.01%28,702 6,91631.7% $2.51万 加仓
— WESTERN ASSET GBL HIGH INC F $10.39万0.01%17,606 3,62225.9% $2.14万 加仓
— VIRTUS GLOBAL MULTI-SECTOR I $10.32万0.01%13,984 5984.5% $4,413 加仓
— WESTERN ASSET HIGH INCOM FD $10.24万0.01%25,724 4,87423.4% $1.94万 加仓
— BRANDYWINEGBL GBL INCM OPP F $9.68万0.01%12,618 1,60514.6% $1.23万 加仓
WIW WESTERN AST INFL LKD OPP & I $9.61万0.01%11,356 11,356— $9.61万 新建仓
— WESTERN ASSET INFLT LNK INC $9.48万0.01%11,736 11,736— $9.48万 新建仓
— PCM FD INC $9.12万0.01%15,964 2,38717.6% $1.36万 加仓
— HIGH INCOME SECS FD $9.06万0.01%16,421 2,18715.4% $1.21万 加仓
— PUTNAM ETF TRUST $9.03万0.01%11,576 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $8.79万0.01%11,663 1,0069.4% $7,585 加仓
— PUTNAM MASTER INTER INCOME T $8.68万0.01%26,532 4,63321.2% $1.51万 加仓
— NEUBERGER HIGH YIELD ST FD I $8.67万0.01%13,380 2,46022.5% $1.59万 加仓
— PIMCO INCOME STRATEGY FD $8.64万0.01%10,803 10,803— $8.64万 新建仓
— GABELLI CONV & INC SECS FD I $8.48万0.01%19,811 8,20370.7% $3.51万 加仓
— PIMCO HIGH INCOME FD $8.19万0.01%17,684 8525.1% $3,945 加仓
GAB GABELLI EQUITY TR INC $7.66万0.01%13,672 13,672— $7.66万 新建仓
EOSE EOS ENERGY ENTERPRISES INC $6.73万0.01%13,567 -2,897-17.6% -$1.44万 减仓
— CREDIT SUISSE HIGH YIELD CRE $6.42万0.01%33,765 7,26427.4% $1.38万 加仓
— NEUBERGER R/EST SECS INC FD $6.38万0.01%22,448 3,02115.6% $8,580 加仓
— CBRE GBL REAL ESTATE INC FD $6.36万0.01%14,483 1,61712.6% $7,099 加仓
PPT PUTNAM PREMIER INCOME TR $6.32万0.01%17,794 1,1356.8% $4,029 加仓
USA LIBERTY ALL STAR EQUITY FD $5.92万0.01%10,667 10,667— $5.92万 新建仓
— CREDIT SUISSE ASSET MGMT $4.69万0.01%18,307 18,307— $4.69万 新建仓
VVR INVESCO SR INCOME TR $4.15万0.01%12,887 1,24310.7% $4,002 加仓
— BNY MELLON HIGH YIELD STRATE $3.79万0.01%15,519 9126.2% $2,225 加仓
— ABRDN GLOBAL INCOME FUND INC $3.58万0.00%11,356 8798.4% $2,769 加仓
UDEC INNOVATOR ETFS TRUST $00.00%0 -98,236-100.0% -$389.41万 清仓
— INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
FLRN SPDR SERIES TRUST $00.00%0 -24,681-100.0% -$75.84万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 -14,928-100.0% -$63.73万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -12,378-100.0% -$33.31万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -8,951-100.0% -$29.33万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断