Intentional Wealth Strategies, LLC
COLORADO SPRINGS CO · SEC CIK 0002119881
$1.07亿2026Q2 申报市值
68持仓数
63.1%前十大占比 · 第一大 20.9%
3 / 877新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TDI 加仓+$687.43万
VOO 加仓+$382.35万
BLCR 新建仓+$229.14万
IALT 新建仓+$226.22万
SHLD 加仓+$86.51万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$284.09万
AVEM 减仓-$261.99万
BKDV 减仓-$197.39万
DYNF 减仓-$193.34万
EFV 清仓-$173.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -380 | -100.0% | -$2.15万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -97 | -100.0% | -$2.15万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$2.14万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -694 | -100.0% | -$2.12万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -2,216 | -100.0% | -$2.07万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,054 | -100.0% | -$2.06万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -132 | -100.0% | -$2.05万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -485 | -100.0% | -$2.05万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -256 | -100.0% | -$2.04万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -172 | -100.0% | -$2.03万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -198 | -100.0% | -$2.03万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -427 | -100.0% | -$2.00万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -421 | -100.0% | -$1.98万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -40 | -100.0% | -$1.92万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -623 | -100.0% | -$1.90万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -189 | -100.0% | -$1.89万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -351 | -100.0% | -$1.89万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -250 | -100.0% | -$1.88万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$1.87万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -43 | -100.0% | -$1.85万 | 清仓 |
| FSM | FORTUNA MNG CORP | $0 | 0.00% | 0 | -1,854 | -100.0% | -$1.84万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1.81万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -538 | -100.0% | -$1.80万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -866 | -100.0% | -$1.80万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -308 | -100.0% | -$1.78万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -41 | -100.0% | -$1.77万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -344 | -100.0% | -$1.77万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -146 | -100.0% | -$1.76万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -66 | -100.0% | -$1.75万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -19 | -100.0% | -$1.75万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -169 | -100.0% | -$1.74万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -119 | -100.0% | -$1.72万 | 清仓 |
| IBHH | ISHARES TR | $0 | 0.00% | 0 | -731 | -100.0% | -$1.72万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -34 | -100.0% | -$1.69万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -395 | -100.0% | -$1.68万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$1.67万 | 清仓 |
| — | BANCO BRADESCO S A | $0 | 0.00% | 0 | -5,002 | -100.0% | -$1.65万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -99 | -100.0% | -$1.64万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1.64万 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$1.64万 | 清仓 |
| TIMB | TIM S A | $0 | 0.00% | 0 | -616 | -100.0% | -$1.63万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -130 | -100.0% | -$1.62万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -223 | -100.0% | -$1.60万 | 清仓 |
| VIV | TELEFONICA BRASIL SA | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.59万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -170 | -100.0% | -$1.57万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -199 | -100.0% | -$1.56万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -165 | -100.0% | -$1.52万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -77 | -100.0% | -$1.52万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1.52万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -170 | -100.0% | -$1.50万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.49万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -329 | -100.0% | -$1.49万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1.47万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -236 | -100.0% | -$1.44万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -201 | -100.0% | -$1.44万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -946 | -100.0% | -$1.42万 | 清仓 |
| IBTK | ISHARES TR | $0 | 0.00% | 0 | -719 | -100.0% | -$1.42万 | 清仓 |
| IBTL | ISHARES TR | $0 | 0.00% | 0 | -693 | -100.0% | -$1.41万 | 清仓 |
| IBTJ | ISHARES TR | $0 | 0.00% | 0 | -647 | -100.0% | -$1.41万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -616 | -100.0% | -$1.41万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.41万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -425 | -100.0% | -$1.41万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -617 | -100.0% | -$1.39万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -158 | -100.0% | -$1.39万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -192 | -100.0% | -$1.38万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.37万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -530 | -100.0% | -$1.37万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.36万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -144 | -100.0% | -$1.35万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -39 | -100.0% | -$1.34万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$1.33万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -192 | -100.0% | -$1.31万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -201 | -100.0% | -$1.29万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -160 | -100.0% | -$1.29万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -52 | -100.0% | -$1.28万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -236 | -100.0% | -$1.28万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -202 | -100.0% | -$1.27万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | -583 | -100.0% | -$1.26万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -656 | -100.0% | -$1.26万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.23万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -200 | -100.0% | -$1.23万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -99 | -100.0% | -$1.22万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -181 | -100.0% | -$1.20万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -168 | -100.0% | -$1.18万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1.18万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -1,023 | -100.0% | -$1.18万 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -1,337 | -100.0% | -$1.17万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.17万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$1.15万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$1.15万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -158 | -100.0% | -$1.14万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -251 | -100.0% | -$1.14万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1.14万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.13万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.12万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -178 | -100.0% | -$1.12万 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $0 | 0.00% | 0 | -191 | -100.0% | -$1.12万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -123 | -100.0% | -$1.12万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -539 | -100.0% | -$1.12万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -458 | -100.0% | -$1.11万 | 清仓 |