13F 机构持仓

Intentional Wealth Strategies, LLC

COLORADO SPRINGS CO · SEC CIK 0002119881

2026Q22026Q1 更早 9 个季度 🔒
$1.07亿2026Q1 申报市值
942持仓数
53.4%前十大占比 · 第一大 15.0%
0 / 0新建仓 / 清仓
申报市值走势$1.07亿2026Q2
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

VOO 15.0%
QQQM 7.2%
DYNF 7.0%
BKDV 6.3%
AVEM 4.9%
THRO 3.1%
QUAL 2.6%
BAI 2.6%
QQQ 2.4%
VXF 2.1%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
ONTO ONTO INNOVATION INC $2050.00%1 —— — —
ES EVERSOURCE ENERGY $2080.00%3 —— — —
L LOEWS CORP $2130.00%2 —— — —
EXE EXPAND ENERGY CORPORATION $2200.00%2 —— — —
BBIO BRIDGEBIO PHARMA INC $2230.00%3 —— — —
ETR ENTERGY CORP NEW $2250.00%2 —— — —
Q QNITY ELECTRONICS INC $2310.00%2 —— — —
ECHO ECHOSTAR CORP $2340.00%2 —— — —
PAYC PAYCOM SOFTWARE INC $2430.00%2 —— — —
CCI CROWN CASTLE INC $2440.00%3 —— — —
IDT IDT CORP $2460.00%5 —— — —
CELH CELSIUS HLDGS INC $2480.00%7 —— — —
ATR APTARGROUP INC $2520.00%2 —— — —
PLOW DOUGLAS DYNAMICS INC $2530.00%6 —— — —
RGLD ROYAL GOLD INC $2540.00%1 —— — —
FSK FS KKR CAP CORP $2550.00%25 —— — —
MOS MOSAIC CO $2550.00%10 —— — —
LZB LA Z BOY INC $2570.00%8 —— — —
GMED GLOBUS MED INC $2580.00%3 —— — —
OXY OCCIDENTAL PETE CORP $2600.00%4 —— — —
EXR EXTRA SPACE STORAGE INC $2620.00%2 —— — —
LKQ LKQ CORP $2640.00%9 —— — —
— SUN CTRY AIRLS HLDGS INC $2640.00%16 —— — —
WY WEYERHAEUSER CO $2690.00%11 —— — —
PB PROSPERITY BANCSHARES INC $2690.00%4 —— — —
EPAM EPAM SYS INC $2710.00%2 —— — —
COLB COLUMBIA BKG SYS INC $2740.00%10 —— — —
AXTA AXALTA COATING SYS LTD $2770.00%10 —— — —
PCOR PROCORE TECHNOLOGIES INC $2850.00%5 —— — —
PRIM PRIMORIS SVCS CORP $2860.00%2 —— — —
HLI HOULIHAN LOKEY INC $2870.00%2 —— — —
ARW ARROW ELECTRS INC $2870.00%2 —— — —
CLH CLEAN HARBORS INC $2870.00%1 —— — —
OGE OGE ENERGY CORP $2880.00%6 —— — —
ACGL ARCH CAP GROUP LTD $2880.00%3 —— — —
KMB KIMBERLY-CLARK CORP $2890.00%3 —— — —
SF STIFEL FINL CORP $2960.00%4 —— — —
VST VISTRA CORP $3010.00%2 —— — —
ALC ALCON AG $3010.00%4 —— — —
LULU LULULEMON ATHLETICA INC $3060.00%2 —— — —
EMBC EMBECTA CORP $3180.00%36 —— — —
TSN TYSON FOODS INC $3200.00%5 —— — —
CPNG COUPANG INC $3210.00%17 —— — —
BR BROADRIDGE FINL SOLUTIONS IN $3250.00%2 —— — —
DELL DELL TECHNOLOGIES INC $3280.00%2 —— — —
CUBE CUBESMART $3300.00%9 —— — —
SE SEA LTD $3310.00%4 —— — —
WRB BERKLEY W R CORP $3310.00%5 —— — —
VSNT VERSANT MEDIA GROUP INC $3330.00%9 —— — —
WDS WOODSIDE ENERGY GROUP LTD $3340.00%14 —— — —
CG CARLYLE GROUP INC $3390.00%7 —— — —
CNH CNH INDL N V $3410.00%31 —— — —
FHN FIRST HORIZON CORPORATION $3410.00%15 —— — —
OHI OMEGA HEALTHCARE INVS INC $3510.00%8 —— — —
TGT TARGET CORP $3640.00%3 —— — —
INVA INNOVIVA INC $3730.00%16 —— — —
HAS HASBRO INC $3740.00%4 —— — —
ADC AGREE RLTY CORP $3770.00%5 —— — —
VICI VICI PPTYS INC $3820.00%14 —— — —
EMN EASTMAN CHEM CO $3820.00%5 —— — —
III INFORMATION SVCS GROUP INC $3880.00%101 —— — —
GNRC GENERAC HLDGS INC $3910.00%2 —— — —
CBSH COMMERCE BANCSHARES INC $3940.00%8 —— — —
AES AES CORP $3950.00%28 —— — —
HNI HNI CORP $4010.00%12 —— — —
PNW PINNACLE WEST CAP CORP $4030.00%4 —— — —
PEG PUBLIC SVC ENTERPRISE GROUP $4050.00%5 —— — —
WPC WP CAREY INC $4080.00%6 —— — —
ESI ELEMENT SOLUTIONS INC $4100.00%12 —— — —
NU NU HLDGS LTD $4170.00%29 —— — —
WTFC WINTRUST FINL CORP $4170.00%3 —— — —
ONB OLD NATL BANCORP IND $4200.00%19 —— — —
GPOR GULFPORT ENERGY CORP $4230.00%2 —— — —
JXN JACKSON FINANCIAL INC $4230.00%4 —— — —
AME AMETEK INC $4290.00%2 —— — —
RMBS RAMBUS INC DEL $4300.00%5 —— — —
KVUE KENVUE INC $4310.00%25 —— — —
LNT ALLIANT ENERGY CORP $4310.00%6 —— — —
ARMK ARAMARK $4460.00%11 —— — —
TCOM TRIP COM GROUP LTD $4480.00%9 —— — —
AGNC AGNC INVT CORP $4610.00%46 —— — —
ZION ZIONS BANCORPORATION NATL AS $4610.00%8 —— — —
XYL XYLEM INC $4780.00%4 —— — —
CDW CDW CORP $4840.00%4 —— — —
CGNX COGNEX CORP $4900.00%10 —— — —
ACI ALBERTSONS COS INC $4940.00%29 —— — —
SCI SERVICE CORP INTL $4950.00%6 —— — —
TRGP TARGA RES CORP $5010.00%2 —— — —
— SEALED AIR CORP NEW $5050.00%12 —— — —
LAMR LAMAR ADVERTISING CO $5070.00%4 —— — —
WPM WHEATON PRECIOUS METALS CORP $5240.00%4 —— — —
W WAYFAIR INC $5260.00%7 —— — —
AIT APPLIED INDL TECHNOLOGIES IN $5310.00%2 —— — —
Z ZILLOW GROUP INC $5380.00%13 —— — —
STAG STAG INDUSTRIAL INC $5380.00%15 —— — —
DTM DT MIDSTREAM INC $5390.00%4 —— — —
MSCI MSCI INC $5390.00%1 —— — —
YETI YETI HLDGS INC $5490.00%15 —— — —
EQH EQUITABLE HLDGS INC $5570.00%15 —— — —
GL GLOBE LIFE INC $5570.00%4 —— — —