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
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 20.9%
QQQM 8.8%
TDI 6.5%
DYNF 6.4%
BKDV 5.4%
AVEM 3.4%
BAI 3.4%
QQQ 3.1%
THRO 2.9%
VXF 2.4%

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
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -5-100.0% -$1,952 清仓
TTMI TTM TECHNOLOGIES INC $00.00%0 -20-100.0% -$1,948 清仓
EZPW EZCORP INC $00.00%0 -76-100.0% -$1,929 清仓
ITUB ITAU UNIBANCO HLDG S A $00.00%0 -230-100.0% -$1,927 清仓
TKR TIMKEN CO $00.00%0 -19-100.0% -$1,911 清仓
COHR COHERENT CORP $00.00%0 -8-100.0% -$1,906 清仓
OVV OVINTIV INC $00.00%0 -32-100.0% -$1,900 清仓
CBL CBL & ASSOC PPTYS INC $00.00%0 -49-100.0% -$1,883 清仓
JOYY JOYY INC $00.00%0 -32-100.0% -$1,868 清仓
FTI TECHNIPFMC PLC $00.00%0 -27-100.0% -$1,867 清仓
XYZ BLOCK INC $00.00%0 -31-100.0% -$1,866 清仓
KIM KIMCO REALTY CORP $00.00%0 -82-100.0% -$1,843 清仓
RMR RMR GROUP INC $00.00%0 -119-100.0% -$1,841 清仓
EHC ENCOMPASS HEALTH CORP $00.00%0 -19-100.0% -$1,838 清仓
— ELECTRONIC ARTS INC $00.00%0 -9-100.0% -$1,835 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -7-100.0% -$1,822 清仓
WDAY WORKDAY INC $00.00%0 -14-100.0% -$1,819 清仓
GVA GRANITE CONSTR INC $00.00%0 -15-100.0% -$1,798 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -56-100.0% -$1,793 清仓
TPC TUTOR PERINI CORP $00.00%0 -23-100.0% -$1,775 清仓
— TOPBUILD COR $00.00%0 -5-100.0% -$1,757 清仓
— LEXINFINTECH HLDGS LTD $00.00%0 -776-100.0% -$1,692 清仓
SANM SANMINA CORP $00.00%0 -13-100.0% -$1,685 清仓
BNS BANK NOVA SCOTIA B C $00.00%0 -24-100.0% -$1,663 清仓
SNY SANOFI SA $00.00%0 -34-100.0% -$1,638 清仓
ROKU ROKU INC $00.00%0 -17-100.0% -$1,609 清仓
— DUPONT DE NEMOURS INC $00.00%0 -12-100.0% -$1,603 清仓
BC BRUNSWICK CORP $00.00%0 -22-100.0% -$1,601 清仓
CCU COMPANIA CERVECERIAS UNIDAS $00.00%0 -141-100.0% -$1,600 清仓
HDB HDFC BANK LTD $00.00%0 -64-100.0% -$1,592 清仓
PGR PROGRESSIVE CORP $00.00%0 -8-100.0% -$1,586 清仓
PHIN PHINIA INC $00.00%0 -23-100.0% -$1,574 清仓
EMR EMERSON ELEC CO $00.00%0 -12-100.0% -$1,572 清仓
ICL ICL GROUP LTD $00.00%0 -303-100.0% -$1,562 清仓
KMT KENNAMETAL INC $00.00%0 -43-100.0% -$1,554 清仓
HLT HILTON WORLDWIDE HLDGS INC $00.00%0 -5-100.0% -$1,520 清仓
CM CANADIAN IMPERIAL BANK OF CO $00.00%0 -16-100.0% -$1,516 清仓
ROL ROLLINS INC $00.00%0 -28-100.0% -$1,495 清仓
BMO BANK MONTREAL MEDIUM $00.00%0 -11-100.0% -$1,489 清仓
MATX MATSON INC $00.00%0 -9-100.0% -$1,475 清仓
CPRT COPART INC $00.00%0 -44-100.0% -$1,461 清仓
ARGX ARGENX SE $00.00%0 -2-100.0% -$1,461 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -8-100.0% -$1,459 清仓
SRE SEMPRA $00.00%0 -15-100.0% -$1,458 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -55-100.0% -$1,448 清仓
MTB M & T BK CORP $00.00%0 -7-100.0% -$1,447 清仓
CNI CANADIAN NATL RY CO $00.00%0 -14-100.0% -$1,439 清仓
HG HAMILTON INSURANCE GROUP LTD $00.00%0 -48-100.0% -$1,432 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -8-100.0% -$1,432 清仓
AFL AFLAC INC $00.00%0 -13-100.0% -$1,426 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -9-100.0% -$1,422 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -7-100.0% -$1,421 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -31-100.0% -$1,420 清仓
IBN ICICI BANK LIMITED $00.00%0 -53-100.0% -$1,373 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -2-100.0% -$1,364 清仓
SLGN SILGAN HLDGS INC $00.00%0 -35-100.0% -$1,358 清仓
DY DYCOM INDS INC $00.00%0 -4-100.0% -$1,355 清仓
INGR INGREDION INC $00.00%0 -12-100.0% -$1,352 清仓
NOK NOKIA CORP $00.00%0 -168-100.0% -$1,351 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -31-100.0% -$1,335 清仓
MOV MOVADO GROUP INC $00.00%0 -54-100.0% -$1,319 清仓
WMB WILLIAMS COS INC $00.00%0 -18-100.0% -$1,310 清仓
EMBJ EMBRAER S.A. $00.00%0 -22-100.0% -$1,305 清仓
BURL BURLINGTON STORES INC $00.00%0 -4-100.0% -$1,302 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -22-100.0% -$1,293 清仓
GLPI GAMING & LEISURE P $00.00%0 -29-100.0% -$1,287 清仓
ADEA ADEIA INC $00.00%0 -53-100.0% -$1,274 清仓
STLD STEEL DYNAMICS INC $00.00%0 -7-100.0% -$1,260 清仓
KRT KARAT PACKAGING INC $00.00%0 -45-100.0% -$1,256 清仓
PCG PG&E CORP $00.00%0 -70-100.0% -$1,230 清仓
IRWD IRONWOOD PHARMACEUTICALS INC $00.00%0 -349-100.0% -$1,225 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -17-100.0% -$1,210 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -16-100.0% -$1,204 清仓
BLBD BLUE BIRD CORP $00.00%0 -21-100.0% -$1,193 清仓
TRP TC ENERGY CORP $00.00%0 -19-100.0% -$1,189 清仓
FINV FINVOLUTION GROUP $00.00%0 -248-100.0% -$1,188 清仓
NUS NU SKIN ENTERPRISES INC $00.00%0 -163-100.0% -$1,187 清仓
BJ BJS WHSL CLUB HLDGS INC $00.00%0 -12-100.0% -$1,181 清仓
LXFR LUXFER HLDGS PLC $00.00%0 -97-100.0% -$1,181 清仓
TW TRADEWEB MKTS INC $00.00%0 -10-100.0% -$1,177 清仓
M MACYS INC $00.00%0 -63-100.0% -$1,140 清仓
REG REGENCY CTRS CORP $00.00%0 -15-100.0% -$1,135 清仓
FULT FULTON FINL CORP PA $00.00%0 -55-100.0% -$1,119 清仓
NTES NETEASE COM INC $00.00%0 -10-100.0% -$1,119 清仓
WYNN WYNN RESORTS LTD $00.00%0 -11-100.0% -$1,117 清仓
BTU PEABODY ENGR CORP $00.00%0 -33-100.0% -$1,087 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -24-100.0% -$1,067 清仓
FRT FEDERAL RLTY INVT TR NEW $00.00%0 -10-100.0% -$1,062 清仓
PODD INSULET CORP $00.00%0 -5-100.0% -$1,049 清仓
— WEBSTER FINL CORP $00.00%0 -15-100.0% -$1,041 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -5-100.0% -$1,022 清仓
ALLE ALLEGION PLC $00.00%0 -7-100.0% -$1,017 清仓
CART MAPLEBEAR INC $00.00%0 -27-100.0% -$1,011 清仓
SKYW SKYWEST INC $00.00%0 -11-100.0% -$1,010 清仓
BXP BXP INC $00.00%0 -19-100.0% -$986 清仓
PEN PENUMBRA INC $00.00%0 -3-100.0% -$985 清仓
ZS ZSCALER INC $00.00%0 -7-100.0% -$982 清仓
CPT CAMDEN PPTY TR $00.00%0 -10-100.0% -$977 清仓
AON AON PLC $00.00%0 -3-100.0% -$968 清仓
PNR PENTAIR PLC $00.00%0 -11-100.0% -$958 清仓