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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $2.43万 | 0.02% | 205 | — | — | — | — |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $2.44万 | 0.02% | 1,034 | — | — | — | — |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $2.45万 | 0.02% | 1,048 | — | — | — | — |
| FDX | FEDEX CORP | $2.49万 | 0.02% | 70 | — | — | — | — |
| KLAC | KLA CORP | $2.50万 | 0.02% | 17 | — | — | — | — |
| J | JACOBS SOLUTIONS INC | $2.52万 | 0.02% | 198 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.02% | 6 | — | — | — | — |
| SNDA | SONIDA SENIOR LIVING INC | $2.54万 | 0.02% | 789 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $2.55万 | 0.02% | 275 | — | — | — | — |
| PLD | PROLOGIS INC. | $2.58万 | 0.02% | 195 | — | — | — | — |
| TNL | TRAVEL PLUS LEISURE CO | $2.60万 | 0.02% | 376 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $2.67万 | 0.02% | 78 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD | $2.70万 | 0.03% | 215 | — | — | — | — |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2.71万 | 0.03% | 1,379 | — | — | — | — |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2.72万 | 0.03% | 1,331 | — | — | — | — |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $2.75万 | 0.03% | 1,334 | — | — | — | — |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $2.75万 | 0.03% | 1,329 | — | — | — | — |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $2.76万 | 0.03% | 1,305 | — | — | — | — |
| — | INNOVATOR ETFS TRUST | $2.76万 | 0.03% | 1,037 | — | — | — | — |
| GM | GENERAL MTRS CO | $2.79万 | 0.03% | 375 | — | — | — | — |
| DLR | DIGITAL RLTY TR INC | $2.81万 | 0.03% | 156 | — | — | — | — |
| QCOM | QUALCOMM INC | $2.85万 | 0.03% | 221 | — | — | — | — |
| CIEN | CIENA CORP | $2.87万 | 0.03% | 74 | — | — | — | — |
| BAC | BANK AMERICA CORP | $2.88万 | 0.03% | 590 | — | — | — | — |
| NFLX | NETFLIX INC. | $2.92万 | 0.03% | 304 | — | — | — | — |
| NTRS | NORTHERN TR CORP | $2.93万 | 0.03% | 210 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $2.96万 | 0.03% | 179 | — | — | — | — |
| SOUN | SOUNDHOUND AI INC | $2.97万 | 0.03% | 4,327 | — | — | — | — |
| SAP | SAP SE | $2.98万 | 0.03% | 174 | — | — | — | — |
| MCD | MCDONALDS CORP | $2.98万 | 0.03% | 96 | — | — | — | — |
| BLDR | BUILDERS FIRSTSOURCE INC | $2.99万 | 0.03% | 363 | — | — | — | — |
| MDB | MONGODB INC | $3.01万 | 0.03% | 123 | — | — | — | — |
| VT | VANGUARD INTL EQUITY INDEX F | $3.08万 | 0.03% | 223 | — | — | — | — |
| ADBE | ADOBE INC | $3.09万 | 0.03% | 127 | — | — | — | — |
| MO | ALTRIA GROUP INC | $3.13万 | 0.03% | 474 | — | — | — | — |
| BLK | BLACKROCK INC | $3.17万 | 0.03% | 33 | — | — | — | — |
| EFXT | ENERFLEX LTD | $3.18万 | 0.03% | 1,522 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC | $3.21万 | 0.03% | 245 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.24万 | 0.03% | 66 | — | — | — | — |
| ORCL | ORACLE CORP | $3.25万 | 0.03% | 221 | — | — | — | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.29万 | 0.03% | 536 | — | — | — | — |
| TWLO | TWILIO INC | $3.36万 | 0.03% | 267 | — | — | — | — |
| YUMC | YUM CHINA HLDGS INC | $3.38万 | 0.03% | 692 | — | — | — | — |
| GTLB | GITLAB INC | $3.41万 | 0.03% | 1,575 | — | — | — | — |
| SNPS | SYNOPSYS INC | $3.41万 | 0.03% | 86 | — | — | — | — |
| PDI | PIMCO DYNAMIC INCOME FD | $3.42万 | 0.03% | 1,998 | — | — | — | — |
| FOXA | FOX CORP | $3.45万 | 0.03% | 591 | — | — | — | — |
| LOW | LOWES COS INC | $3.47万 | 0.03% | 147 | — | — | — | — |
| AU | ANGLOGOLD ASHANTI PLC | $3.50万 | 0.03% | 359 | — | — | — | — |
| TD | TORONTO DOMINION BK ONT | $3.51万 | 0.03% | 376 | — | — | — | — |
| EQNR | EQUINOR ASA | $3.52万 | 0.03% | 835 | — | — | — | — |
| EEM | ISHARES TR | $3.58万 | 0.03% | 630 | — | — | — | — |
| AI | C3 AI INC | $3.62万 | 0.03% | 4,295 | — | — | — | — |
| BIIB | BIOGEN INC | $3.63万 | 0.03% | 198 | — | — | — | — |
| IVE | ISHARES TR | $3.63万 | 0.03% | 172 | — | — | — | — |
| SNOW | SNOWFLAKE INC | $3.66万 | 0.03% | 243 | — | — | — | — |
| HCA | HCA HEALTHCARE INC | $3.69万 | 0.03% | 78 | — | — | — | — |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3.70万 | 0.03% | 3,284 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.73万 | 0.03% | 615 | — | — | — | — |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $3.74万 | 0.03% | 2,005 | — | — | — | — |
| PFE | PFIZER INC | $3.79万 | 0.04% | 1,349 | — | — | — | — |
| PATH | UIPATH INC | $3.79万 | 0.04% | 3,414 | — | — | — | — |
| RTX | RTX CORPORATION | $3.80万 | 0.04% | 197 | — | — | — | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3.83万 | 0.04% | 413 | — | — | — | — |
| CX | CEMEX SA EURO MTN BE 144A | $3.84万 | 0.04% | 3,356 | — | — | — | — |
| INTC | INTEL CORP | $3.93万 | 0.04% | 890 | — | — | — | — |
| SYM | SYMBOTIC INC | $3.98万 | 0.04% | 749 | — | — | — | — |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $4.03万 | 0.04% | 2,408 | — | — | — | — |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4.04万 | 0.04% | 2,452 | — | — | — | — |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $4.05万 | 0.04% | 1,868 | — | — | — | — |
| NOW | SERVICENOW INC | $4.13万 | 0.04% | 395 | — | — | — | — |
| MDT | MEDTRONIC PLC | $4.20万 | 0.04% | 485 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $4.23万 | 0.04% | 133 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $4.25万 | 0.04% | 294 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $4.26万 | 0.04% | 133 | — | — | — | — |
| TER | TERADYNE INC | $4.30万 | 0.04% | 145 | — | — | — | — |
| PHM | PULTE GROUP INC | $4.35万 | 0.04% | 370 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND | $4.38万 | 0.04% | 221 | — | — | — | — |
| SII | SPROTT INC | $4.39万 | 0.04% | 307 | — | — | — | — |
| JCI | JOHNSON CONTROLS INTERNATION | $4.47万 | 0.04% | 341 | — | — | — | — |
| E | ENI SPA | $4.52万 | 0.04% | 799 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $4.58万 | 0.04% | 46 | — | — | — | — |
| NEM | NEWMONT CORP | $4.60万 | 0.04% | 425 | — | — | — | — |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4.60万 | 0.04% | 2,125 | — | — | — | — |
| IVV | ISHARES TR | $4.77万 | 0.04% | 73 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.90万 | 0.05% | 228 | — | — | — | — |
| HUBS | HUBSPOT INC | $4.91万 | 0.05% | 201 | — | — | — | — |
| — | FIRST TR EXCHNG TRADED FD VI | $5.02万 | 0.05% | 2,945 | — | — | — | — |
| USB | US BANCORP | $5.11万 | 0.05% | 983 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $5.20万 | 0.05% | 1,036 | — | — | — | — |
| SCHV | SCHWAB STRATEGIC TR | $5.27万 | 0.05% | 1,728 | — | — | — | — |
| SMG | SCOTTS MIRACLE-GRO CO | $5.28万 | 0.05% | 868 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC | $5.28万 | 0.05% | 533 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $5.43万 | 0.05% | 267 | — | — | — | — |
| CBRE | CBRE GROUP INC | $5.45万 | 0.05% | 402 | — | — | — | — |
| NET | CLOUDFLARE INC | $5.57万 | 0.05% | 270 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.65万 | 0.05% | 415 | — | — | — | — |
| BBY | BEST BUY INC | $5.78万 | 0.05% | 900 | — | — | — | — |
| IOT | SAMSARA INC | $5.82万 | 0.05% | 1,837 | — | — | — | — |
| TPR | TAPESTRY INC | $6.03万 | 0.06% | 427 | — | — | — | — |