Intentional Wealth Strategies, LLC
COLORADO SPRINGS CO · SEC CIK 0002119881
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | $31.60万 | 0.29% | 12,454 | — | — | — | — |
| IGSB | ISHARES TR | $32.73万 | 0.30% | 6,228 | — | — | — | — |
| PNOV | INNOVATOR ETFS TRUST | $32.81万 | 0.31% | 8,029 | — | — | — | — |
| AMZN | AMAZON COM INC | $32.99万 | 0.31% | 1,584 | — | — | — | — |
| — | VICTORY PORTFOLIOS II | $33.99万 | 0.32% | 5,505 | — | — | — | — |
| — | INNOVATOR ETFS TRUST | $35.12万 | 0.33% | 12,733 | — | — | — | — |
| IJR | ISHARES TR | $35.29万 | 0.33% | 2,839 | — | — | — | — |
| BALT | INNOVATOR ETFS TRUST | $35.86万 | 0.33% | 10,715 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $39.65万 | 0.37% | 1,348 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $40.63万 | 0.38% | 1,662 | — | — | — | — |
| MSFT | MICROSOFT CORP | $44.85万 | 0.42% | 1,212 | — | — | — | — |
| AVGO | BROADCOM INC | $48.72万 | 0.45% | 1,574 | — | — | — | — |
| FNDB | SCHWAB STRATEGIC TR | $49.81万 | 0.46% | 18,312 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.10万 | 0.53% | 878 | — | — | — | — |
| GOOGL | ALPHABET INC | $61.57万 | 0.57% | 2,141 | — | — | — | — |
| SIVR | ABRDN SILVER ETF TRUST | $64.96万 | 0.60% | 9,071 | — | — | — | — |
| IDV | ISHARES TR | $68.41万 | 0.64% | 16,073 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $71.05万 | 0.66% | 6,432 | — | — | — | — |
| IJH | ISHARES TR | $72.16万 | 0.67% | 10,685 | — | — | — | — |
| IEFA | ISHARES TR | $89.04万 | 0.83% | 9,835 | — | — | — | — |
| REGL | PROSHARES TR | $90.59万 | 0.84% | 10,484 | — | — | — | — |
| SHLD | GLOBAL X FDS | $134.99万 | 1.26% | 19,056 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $142.23万 | 1.32% | 46,358 | — | — | — | — |
| AAPL | APPLE INC | $144.01万 | 1.34% | 5,674 | — | — | — | — |
| MUB | ISHARES TR | $153.60万 | 1.43% | 14,470 | — | — | — | — |
| STIP | ISHARES TR | $164.94万 | 1.54% | 15,947 | — | — | — | — |
| — | NOMURA ETF TR | $172.04万 | 1.60% | 71,125 | — | — | — | — |
| EFV | ISHARES TR | $173.87万 | 1.62% | 23,385 | — | — | — | — |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $174.88万 | 1.63% | 52,079 | — | — | — | — |
| BINC | BLACKROCK ETF TRUST II | $181.66万 | 1.69% | 34,981 | — | — | — | — |
| IXUS | ISHARES TR | $186.21万 | 1.73% | 21,492 | — | — | — | — |
| IAU | ISHARES GOLD TR | $202.27万 | 1.88% | 22,943 | — | — | — | — |
| VXF | VANGUARD INDEX FDS | $229.49万 | 2.14% | 11,151 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $262.16万 | 2.44% | 4,542 | — | — | — | — |
| BAI | BLACKROCK ETF TRUST | $280.07万 | 2.61% | 84,998 | — | — | — | — |
| QUAL | ISHARES TR | $284.09万 | 2.65% | 14,811 | — | — | — | — |
| THRO | BLACKROCK ETF TRUST | $337.56万 | 3.14% | 93,197 | — | — | — | — |
| AVEM | AMERICAN CENTY ETF TR | $525.57万 | 4.89% | 65,223 | — | — | — | — |
| BKDV | BNY MELLON ETF TRUST II | $681.84万 | 6.35% | 229,887 | — | — | — | — |
| DYNF | BLACKROCK ETF TRUST | $746.90万 | 6.96% | 128,378 | — | — | — | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $778.16万 | 7.25% | 32,748 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $1,607.73万 | 14.97% | 26,905 | — | — | — | — |