Integrity Advisory Solutions, LLC
DALLAS TX · SEC CIK 0002057931
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,030 | -100.0% | -$27.29万 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,855 | -100.0% | -$27.23万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,071 | -100.0% | -$24.37万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,911 | -100.0% | -$24.31万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,355 | -100.0% | -$21.95万 | 清仓 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,600 | -100.0% | -$21.74万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -549 | -100.0% | -$21.36万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,054 | -100.0% | -$20.50万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -15,998 | -100.0% | -$10.08万 | 清仓 |
| — | GABELLI UTIL TR | $0 | 0.00% | 0 | -14,911 | -100.0% | -$8.99万 | 清仓 |
| PRME | PRIME MEDICINE INC | $0 | 0.00% | 0 | -11,689 | -100.0% | -$4.06万 | 清仓 |