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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $6.07万 | 0.06% | 386 | — | — | — | — |
| LQD | ISHARES TR | $6.10万 | 0.06% | 560 | — | — | — | — |
| CAT | CATERPILLAR INC | $6.16万 | 0.06% | 87 | — | — | — | — |
| OKE | ONEOK INC NEW | $6.23万 | 0.06% | 689 | — | — | — | — |
| EXPE | EXPEDIA GROUP INC | $6.26万 | 0.06% | 271 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.48万 | 0.06% | 223 | — | — | — | — |
| RYN | RAYONIER INC | $6.57万 | 0.06% | 3,184 | — | — | — | — |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $6.65万 | 0.06% | 2,975 | — | — | — | — |
| HSBC | HSBC HLDGS PLC | $6.77万 | 0.06% | 821 | — | — | — | — |
| GRMN | GARMIN LTD | $6.80万 | 0.06% | 293 | — | — | — | — |
| MS | MORGAN STANLEY | $6.86万 | 0.06% | 417 | — | — | — | — |
| MRK | MERCK & CO INC | $6.87万 | 0.06% | 571 | — | — | — | — |
| KO | COCA COLA CO | $7.08万 | 0.07% | 931 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $7.29万 | 0.07% | 523 | — | — | — | — |
| — | HONEYWELL INTL INC | $7.37万 | 0.07% | 326 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $7.40万 | 0.07% | 1,481 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.47万 | 0.07% | 511 | — | — | — | — |
| LRCX | LAM RESEARCH CORP | $7.61万 | 0.07% | 356 | — | — | — | — |
| SBUX | STARBUCKS CORP | $7.71万 | 0.07% | 861 | — | — | — | — |
| WELL | WELLTOWER INC | $7.81万 | 0.07% | 395 | — | — | — | — |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $7.85万 | 0.07% | 3,386 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO | $7.89万 | 0.07% | 315 | — | — | — | — |
| IQV | IQVIA HLDGS INC | $7.95万 | 0.07% | 466 | — | — | — | — |
| AMGN | AMGEN INC | $7.99万 | 0.07% | 227 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.02万 | 0.07% | 331 | — | — | — | — |
| IVZ | INVESCO LTD | $8.16万 | 0.08% | 3,360 | — | — | — | — |
| IBDY | ISHARES TR | $8.31万 | 0.08% | 3,216 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $8.49万 | 0.08% | 170 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.59万 | 0.08% | 249 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V | $8.78万 | 0.08% | 446 | — | — | — | — |
| NKE | NIKE INC | $8.94万 | 0.08% | 1,693 | — | — | — | — |
| BPOP | POPULAR INC | $9.00万 | 0.08% | 671 | — | — | — | — |
| ASML | ASML HLDG NV | $9.11万 | 0.08% | 69 | — | — | — | — |
| CME | CME GROUP INC | $9.33万 | 0.09% | 316 | — | — | — | — |
| GPIX | GOLDMAN SACHS ETF TR | $9.62万 | 0.09% | 1,923 | — | — | — | — |
| GPIQ | GOLDMAN SACHS ETF TR | $9.68万 | 0.09% | 1,956 | — | — | — | — |
| C | CITIGROUP INC | $9.79万 | 0.09% | 863 | — | — | — | — |
| EBAY | EBAY INC. | $10.01万 | 0.09% | 1,100 | — | — | — | — |
| FNDA | SCHWAB STRATEGIC TR | $10.08万 | 0.09% | 3,108 | — | — | — | — |
| FLCB | FRANKLIN TEMPLETON ETF TR | $10.21万 | 0.10% | 4,749 | — | — | — | — |
| VNQ | VANGUARD INDEX FDS | $10.21万 | 0.10% | 1,151 | — | — | — | — |
| FLCO | FRANKLIN TEMPLETON ETF TR | $10.22万 | 0.10% | 4,771 | — | — | — | — |
| GOOG | ALPHABET INC | $10.93万 | 0.10% | 381 | — | — | — | — |
| VALE | VALE S A | $10.94万 | 0.10% | 6,878 | — | — | — | — |
| UNP | UNION PAC CORP | $11.43万 | 0.11% | 471 | — | — | — | — |
| HDV | ISHARES TR | $11.51万 | 0.11% | 848 | — | — | — | — |
| EME | EMCOR GROUP INC | $11.59万 | 0.11% | 157 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $11.62万 | 0.11% | 344 | — | — | — | — |
| IBDR | ISHARES TR | $11.70万 | 0.11% | 4,825 | — | — | — | — |
| META | META PLATFORMS INC | $11.85万 | 0.11% | 207 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL | $12.05万 | 0.11% | 1,772 | — | — | — | — |
| ETN | EATON CORP PLC | $12.12万 | 0.11% | 339 | — | — | — | — |
| — | EXXON MOBIL CORP | $12.33万 | 0.11% | 727 | — | — | — | — |
| — | VENU HLDG CORP | $12.41万 | 0.12% | 37,492 | — | — | — | — |
| IBDX | ISHARES TR | $12.46万 | 0.12% | 4,932 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $12.49万 | 0.12% | 794 | — | — | — | — |
| IBDV | ISHARES TR | $12.53万 | 0.12% | 5,725 | — | — | — | — |
| IBDW | ISHARES TR | $12.55万 | 0.12% | 5,998 | — | — | — | — |
| IBDS | ISHARES TR | $12.71万 | 0.12% | 5,244 | — | — | — | — |
| HAL | HALLIBURTON CO | $12.85万 | 0.12% | 3,295 | — | — | — | — |
| RY | ROYAL BK CDA | $12.96万 | 0.12% | 801 | — | — | — | — |
| FANG | DIAMONDBACK ENERGY INC | $13.21万 | 0.12% | 668 | — | — | — | — |
| EQIX | EQUINIX INC | $13.23万 | 0.12% | 135 | — | — | — | — |
| ALL | ALLSTATE CORP | $13.46万 | 0.13% | 649 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $13.57万 | 0.13% | 423 | — | — | — | — |
| IBDU | ISHARES TR | $14.16万 | 0.13% | 6,086 | — | — | — | — |
| IBDT | ISHARES TR | $14.19万 | 0.13% | 5,604 | — | — | — | — |
| CB | CHUBB LTD SWITZ | $14.34万 | 0.13% | 440 | — | — | — | — |
| MPC | MARATHON PETE CORP | $14.65万 | 0.14% | 600 | — | — | — | — |
| TSLA | TESLA INC | $14.72万 | 0.14% | 396 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $15.31万 | 0.14% | 740 | — | — | — | — |
| T | AT&T INC | $15.58万 | 0.15% | 5,373 | — | — | — | — |
| MSI | MOTOROLA SOLUTIONS INC | $15.80万 | 0.15% | 364 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $16.42万 | 0.15% | 394 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $16.86万 | 0.16% | 967 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $17.37万 | 0.16% | 642 | — | — | — | — |
| V | VISA INC | $17.65万 | 0.16% | 584 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP | $18.35万 | 0.17% | 205 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $19.03万 | 0.18% | 674 | — | — | — | — |
| IBHF | ISHARES TR | $19.31万 | 0.18% | 8,414 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.80万 | 0.18% | 586 | — | — | — | — |
| CWB | SPDR SERIES TRUST | $20.02万 | 0.19% | 2,187 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.14万 | 0.19% | 514 | — | — | — | — |
| CSCO | CISCO SYS INC | $20.45万 | 0.19% | 2,636 | — | — | — | — |
| IBHG | ISHARES TR | $20.77万 | 0.19% | 9,384 | — | — | — | — |
| — | INNOVATOR ETFS TRUST | $20.86万 | 0.19% | 7,106 | — | — | — | — |
| HD | HOME DEPOT INC | $23.29万 | 0.22% | 708 | — | — | — | — |
| CRM | SALESFORCE INC | $23.39万 | 0.22% | 1,253 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $23.74万 | 0.22% | 6,110 | — | — | — | — |
| — | INVESCO EXCH TRD SLF IDX FD | $23.82万 | 0.22% | 9,372 | — | — | — | — |
| TJX | TJX COS INC NEW | $24.39万 | 0.23% | 1,527 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $26.32万 | 0.25% | 4,986 | — | — | — | — |
| — | INVESCO EXCH TRD SLF IDX FD | $26.38万 | 0.25% | 12,635 | — | — | — | — |
| ABBV | ABBVIE INC | $26.47万 | 0.25% | 1,217 | — | — | — | — |
| WMT | WALMART INC | $26.82万 | 0.25% | 2,158 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP | $27.81万 | 0.26% | 1,028 | — | — | — | — |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $28.65万 | 0.27% | 12,444 | — | — | — | — |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $28.97万 | 0.27% | 4,908 | — | — | — | — |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $31.21万 | 0.29% | 13,194 | — | — | — | — |
| VYMI | VANGUARD WHITEHALL FDS | $31.41万 | 0.29% | 3,333 | — | — | — | — |