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 |
|---|---|---|---|---|---|---|---|---|
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$3,297 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -100 | -100.0% | -$3,295 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -10 | -100.0% | -$3,286 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,270 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -295 | -100.0% | -$3,260 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$3,260 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,249 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,231 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$3,154 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -120 | -100.0% | -$3,134 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$3,096 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -148 | -100.0% | -$3,093 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -194 | -100.0% | -$3,071 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,071 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,060 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$3,059 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -86 | -100.0% | -$3,053 | 清仓 |
| NTCT | NETSCOUT SYS INC | $0 | 0.00% | 0 | -96 | -100.0% | -$3,052 | 清仓 |
| MTX | MINERALS TECHNOLOGIES INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,050 | 清仓 |
| RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | -46 | -100.0% | -$3,041 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$3,013 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$3,006 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,003 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $0 | 0.00% | 0 | -43 | -100.0% | -$2,983 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $0 | 0.00% | 0 | -357 | -100.0% | -$2,963 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,949 | 清仓 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -155 | -100.0% | -$2,931 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -181 | -100.0% | -$2,874 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -145 | -100.0% | -$2,864 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -210 | -100.0% | -$2,837 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,817 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,799 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,797 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -14 | -100.0% | -$2,786 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$2,786 | 清仓 |
| TNK | TEEKAY TANKERS LTD | $0 | 0.00% | 0 | -38 | -100.0% | -$2,786 | 清仓 |
| LPL | LG DISPLAY CO LTD | $0 | 0.00% | 0 | -717 | -100.0% | -$2,782 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -41 | -100.0% | -$2,770 | 清仓 |
| IFS | INTERCORP FINL SVCS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$2,761 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,745 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -34 | -100.0% | -$2,739 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -70 | -100.0% | -$2,735 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,718 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,717 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -66 | -100.0% | -$2,662 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -23 | -100.0% | -$2,657 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,643 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -131 | -100.0% | -$2,627 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,585 | 清仓 |
| KRC | KILROY REALTY CORP | $0 | 0.00% | 0 | -91 | -100.0% | -$2,567 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -45 | -100.0% | -$2,564 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -36 | -100.0% | -$2,546 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2,540 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$2,509 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,497 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,479 | 清仓 |
| DHT | DHT HOLDINGS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$2,466 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -52 | -100.0% | -$2,465 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -132 | -100.0% | -$2,445 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -32 | -100.0% | -$2,430 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -37 | -100.0% | -$2,415 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -25 | -100.0% | -$2,413 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,393 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -28 | -100.0% | -$2,344 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -48 | -100.0% | -$2,339 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -11 | -100.0% | -$2,334 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,317 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -127 | -100.0% | -$2,308 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$2,303 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -27 | -100.0% | -$2,290 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -26 | -100.0% | -$2,277 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -4 | -100.0% | -$2,253 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -76 | -100.0% | -$2,247 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -39 | -100.0% | -$2,246 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -24 | -100.0% | -$2,220 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -24 | -100.0% | -$2,211 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -8 | -100.0% | -$2,201 | 清仓 |
| IHS | IHS HOLDING LIMITED | $0 | 0.00% | 0 | -266 | -100.0% | -$2,189 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -11 | -100.0% | -$2,149 | 清仓 |
| — | EMBOTELLADORA ANDINA S A | $0 | 0.00% | 0 | -85 | -100.0% | -$2,144 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2,140 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,126 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -71 | -100.0% | -$2,114 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -18 | -100.0% | -$2,107 | 清仓 |
| INFU | INFUSYSTEM HLDGS INC | $0 | 0.00% | 0 | -225 | -100.0% | -$2,077 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -138 | -100.0% | -$2,077 | 清仓 |
| NHC | NATIONAL HEALTHCARE CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$2,076 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -9 | -100.0% | -$2,068 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -42 | -100.0% | -$2,059 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -44 | -100.0% | -$2,044 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -83 | -100.0% | -$2,038 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -250 | -100.0% | -$2,035 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -96 | -100.0% | -$2,031 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2,014 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -49 | -100.0% | -$2,011 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -54 | -100.0% | -$1,997 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,985 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,975 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$1,965 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -8 | -100.0% | -$1,960 | 清仓 |