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 |
|---|---|---|---|---|---|---|---|---|
| DBX | DROPBOX INC | $3,658 | 0.00% | 161 | — | — | — | — |
| ULTA | ULTA BEAUTY INC | $3,659 | 0.00% | 7 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $3,666 | 0.00% | 28 | — | — | — | — |
| AVT | AVNET INC | $3,697 | 0.00% | 60 | — | — | — | — |
| PII | POLARIS INC | $3,706 | 0.00% | 68 | — | — | — | — |
| BAP | CREDICORP LTD | $3,731 | 0.00% | 11 | — | — | — | — |
| EIX | EDISON INTL | $3,732 | 0.00% | 51 | — | — | — | — |
| BTI | BRITISH AMERN TOB PLC | $3,742 | 0.00% | 64 | — | — | — | — |
| HLN | HALEON PLC | $3,774 | 0.00% | 377 | — | — | — | — |
| TMUS | T-MOBILE US INC | $3,781 | 0.00% | 18 | — | — | — | — |
| ZTS | ZOETIS INC | $3,783 | 0.00% | 32 | — | — | — | — |
| ADSK | AUTODESK INC | $3,830 | 0.00% | 16 | — | — | — | — |
| TEX | TEREX CORP NEW | $3,842 | 0.00% | 65 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC | $3,881 | 0.00% | 56 | — | — | — | — |
| DCI | DONALDSON INC | $3,904 | 0.00% | 46 | — | — | — | — |
| NDAQ | NASDAQ INC | $3,905 | 0.00% | 46 | — | — | — | — |
| BKR | BAKER HUGHES COMPANY | $3,907 | 0.00% | 64 | — | — | — | — |
| MFG | MIZUHO FINANCIAL GROUP INC | $3,938 | 0.00% | 496 | — | — | — | — |
| NGG | NATIONAL GRID PLC | $3,976 | 0.00% | 47 | — | — | — | — |
| AER | AERCAP HOLDINGS NV | $3,978 | 0.00% | 29 | — | — | — | — |
| RPRX | ROYALTY PHARMA PLC | $3,982 | 0.00% | 83 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,000 | 0.00% | 168 | — | — | — | — |
| EFG | ISHARES TR | $4,009 | 0.00% | 36 | — | — | — | — |
| MGM | MGM RESORTS INTERNATIONAL | $4,034 | 0.00% | 109 | — | — | — | — |
| SNX | TD SYNNEX CORPORATION | $4,049 | 0.00% | 24 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4,055 | 0.00% | 45 | — | — | — | — |
| TPB | TURNING PT BRANDS INC | $4,079 | 0.00% | 47 | — | — | — | — |
| COR | CENCORA INC | $4,084 | 0.00% | 13 | — | — | — | — |
| THG | HANOVER INS GROUP INC | $4,160 | 0.00% | 24 | — | — | — | — |
| APH | AMPHENOL CORP | $4,170 | 0.00% | 33 | — | — | — | — |
| MMM | 3M CO | $4,212 | 0.00% | 29 | — | — | — | — |
| NUE | NUCOR CORP | $4,228 | 0.00% | 25 | — | — | — | — |
| ALNT | ALLIENT INC | $4,254 | 0.00% | 72 | — | — | — | — |
| GE | GE AEROSPACE | $4,257 | 0.00% | 15 | — | — | — | — |
| ASTE | ASTEC INDS INC | $4,307 | 0.00% | 80 | — | — | — | — |
| STN | STANTEC INC | $4,320 | 0.00% | 50 | — | — | — | — |
| INMD | INMODE LTD | $4,350 | 0.00% | 318 | — | — | — | — |
| DHR | DANAHER CORP DEL | $4,361 | 0.00% | 23 | — | — | — | — |
| CARR | CARRIER GLOBAL CORPORATION | $4,392 | 0.00% | 78 | — | — | — | — |
| TK | TEEKAY CORPORATION LTD | $4,469 | 0.00% | 366 | — | — | — | — |
| FDUS | FIDUS INVT CORP | $4,529 | 0.00% | 260 | — | — | — | — |
| ROST | ROSS STORES INC | $4,549 | 0.00% | 21 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW | $4,579 | 0.00% | 14 | — | — | — | — |
| — | SPDR SERIES TRUST | $4,606 | 0.00% | 46 | — | — | — | — |
| CRUS | CIRRUS LOGIC INC | $4,628 | 0.00% | 32 | — | — | — | — |
| SNN | SMITH & NEPHEW PLC | $4,672 | 0.00% | 147 | — | — | — | — |
| EXPD | EXPEDITORS INTL WASH INC | $4,870 | 0.00% | 34 | — | — | — | — |
| RBA | RB GLOBAL INC | $4,888 | 0.00% | 51 | — | — | — | — |
| FOUR | SHIFT4 PMTS INC | $4,898 | 0.00% | 112 | — | — | — | — |
| FTNT | FORTINET INC | $4,903 | 0.00% | 60 | — | — | — | — |
| FISV | FISERV INC | $4,910 | 0.00% | 88 | — | — | — | — |
| MTCH | MATCH GROUP INC NEW | $4,914 | 0.00% | 160 | — | — | — | — |
| SNA | SNAP ON INC | $5,085 | 0.00% | 14 | — | — | — | — |
| SFM | SPROUTS FMRS MKT INC | $5,091 | 0.00% | 66 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | $5,107 | 0.00% | 71 | — | — | — | — |
| WRLD | WORLD ACCEP CORPORATION | $5,132 | 0.00% | 38 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $5,142 | 0.00% | 17 | — | — | — | — |
| TM | TOYOTA MOTOR CORP | $5,152 | 0.00% | 25 | — | — | — | — |
| ZD | ZIFF DAVIS INC | $5,161 | 0.00% | 123 | — | — | — | — |
| PRU | PRUDENTIAL FINL INC | $5,178 | 0.00% | 53 | — | — | — | — |
| SPDW | SPDR INDEX SHS FDS | $5,204 | 0.00% | 114 | — | — | — | — |
| FFIV | F5 INC | $5,208 | 0.00% | 18 | — | — | — | — |
| — | TEVA PHARMACEUTICAL INDS LTD | $5,211 | 0.00% | 173 | — | — | — | — |
| TROW | PRICE T ROWE GROUP INC | $5,228 | 0.00% | 58 | — | — | — | — |
| ARKF | ARK ETF TR | $5,245 | 0.00% | 138 | — | — | — | — |
| CAR | AVIS BUDGET GROUP INC | $5,251 | 0.00% | 36 | — | — | — | — |
| GSK | GSK PLC | $5,298 | 0.00% | 96 | — | — | — | — |
| ALAB | ASTERA LABS INC | $5,370 | 0.01% | 49 | — | — | — | — |
| TFC | TRUIST FINL CORP | $5,378 | 0.01% | 117 | — | — | — | — |
| TDC | TERADATA CORP DEL | $5,459 | 0.01% | 213 | — | — | — | — |
| AMTM | AMENTUM HOLDINGS INC | $5,477 | 0.01% | 210 | — | — | — | — |
| SPEM | SPDR INDEX SHS FDS | $5,488 | 0.01% | 117 | — | — | — | — |
| VRSK | VERISK ANALYTICS INC | $5,503 | 0.01% | 29 | — | — | — | — |
| ALKS | ALKERMES PLC | $5,516 | 0.01% | 156 | — | — | — | — |
| RNG | RINGCENTRAL INC | $5,616 | 0.01% | 151 | — | — | — | — |
| SPNT | SIRIUSPOINT LTD | $5,643 | 0.01% | 262 | — | — | — | — |
| IMOS | CHIPMOS TECHNOLOGIES INC | $5,653 | 0.01% | 158 | — | — | — | — |
| RDDT | REDDIT INC | $5,655 | 0.01% | 42 | — | — | — | — |
| CWK | CUSHMAN AND WAKEFIELD LTD | $5,676 | 0.01% | 463 | — | — | — | — |
| TBLA | TABOOLA.COM LTD | $5,682 | 0.01% | 1,833 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,689 | 0.01% | 28 | — | — | — | — |
| SNDK | SANDISK CORP | $5,718 | 0.01% | 9 | — | — | — | — |
| PUK | PRUDENTIAL PLC | $5,743 | 0.01% | 202 | — | — | — | — |
| SENEA | SENECA FOODS CORP NEW | $5,743 | 0.01% | 38 | — | — | — | — |
| RACE | FERRARI N V | $5,754 | 0.01% | 17 | — | — | — | — |
| AMG | AFFILIATED MANAGERS GROUP | $5,811 | 0.01% | 21 | — | — | — | — |
| BNY | BANK NEW YORK MELLON CORP | $5,813 | 0.01% | 49 | — | — | — | — |
| AMT | AMERICAN TOWER CORP | $5,868 | 0.01% | 34 | — | — | — | — |
| CI | THE CIGNA GROUP | $5,869 | 0.01% | 22 | — | — | — | — |
| RBRK | RUBRIK INC. | $5,925 | 0.01% | 121 | — | — | — | — |
| AXON | AXON ENTERPRISE INC | $5,946 | 0.01% | 14 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP | $5,961 | 0.01% | 95 | — | — | — | — |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $6,011 | 0.01% | 177 | — | — | — | — |
| USMV | ISHARES TR | $6,121 | 0.01% | 66 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC | $6,151 | 0.01% | 224 | — | — | — | — |
| IDXX | IDEXX LABS INC | $6,181 | 0.01% | 11 | — | — | — | — |
| SAN | BANCO SANTANDER SA | $6,260 | 0.01% | 555 | — | — | — | — |
| DIS | DISNEY WALT CO | $6,280 | 0.01% | 65 | — | — | — | — |
| FLEX | FLEXTRONICS INTL LTD | $6,284 | 0.01% | 96 | — | — | — | — |
| RS | RELIANCE INC | $6,382 | 0.01% | 21 | — | — | — | — |