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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -25 | -100.0% | -$431 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -5 | -100.0% | -$430 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -2 | -100.0% | -$429 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$423 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$423 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -19 | -100.0% | -$420 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -29 | -100.0% | -$417 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$417 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$410 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -6 | -100.0% | -$408 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -5 | -100.0% | -$405 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$403 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$401 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$395 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -8 | -100.0% | -$394 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$391 | 清仓 |
| III | INFORMATION SVCS GROUP INC | $0 | 0.00% | 0 | -101 | -100.0% | -$388 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -5 | -100.0% | -$382 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$382 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$377 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -4 | -100.0% | -$374 | 清仓 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -16 | -100.0% | -$373 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$364 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$351 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -31 | -100.0% | -$341 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -15 | -100.0% | -$341 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -7 | -100.0% | -$339 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -14 | -100.0% | -$334 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$333 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -4 | -100.0% | -$331 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$331 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -9 | -100.0% | -$330 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$328 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2 | -100.0% | -$325 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -17 | -100.0% | -$321 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$320 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -36 | -100.0% | -$318 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$306 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$301 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -4 | -100.0% | -$301 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$296 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$289 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$288 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$288 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$287 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$287 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$287 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$286 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$285 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$277 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$274 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$271 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$269 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -11 | -100.0% | -$269 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$264 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$264 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$262 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$260 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -3 | -100.0% | -$258 | 清仓 |
| LZB | LA Z BOY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$257 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -10 | -100.0% | -$255 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$255 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1 | -100.0% | -$254 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$253 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$252 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$248 | 清仓 |
| IDT | IDT CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$246 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$244 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$243 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$234 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$231 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$225 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$223 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2 | -100.0% | -$220 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$213 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -3 | -100.0% | -$208 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -1 | -100.0% | -$205 | 清仓 |
| — | VENU HLDG CORP | $8.51万 | 0.08% | 37,492 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $20.05万 | 0.19% | 205 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $20.41万 | 0.19% | 471 | 115 | 32.3% | $4.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $21.01万 | 0.20% | 1,050 | 83 | 8.6% | $1.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.48万 | 0.20% | 7,106 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.56万 | 0.20% | 616 | -58 | -8.6% | -$2.03万 | 减仓 |
| TJX | TJX COS INC NEW | $22.50万 | 0.21% | 1,485 | -42 | -2.8% | -$6,363 | 减仓 |
| HD | HOME DEPOT INC | $22.54万 | 0.21% | 639 | -69 | -9.7% | -$2.43万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.84万 | 0.22% | 9,238 | -134 | -1.4% | -$3,458 | 减仓 |
| WMT | WALMART INC | $24.49万 | 0.23% | 2,162 | 4 | 0.2% | $453 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $24.78万 | 0.23% | 11,809 | -826 | -6.5% | -$1.73万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.57万 | 0.24% | 5,009 | 101 | 2.1% | $5,156 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.93万 | 0.25% | 4,986 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.10万 | 0.25% | 6,110 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $27.25万 | 0.26% | 11,831 | -613 | -4.9% | -$1.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.94万 | 0.27% | 606 | 20 | 3.4% | $9,551 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $29.81万 | 0.28% | 12,608 | -586 | -4.4% | -$1.39万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.01万 | 0.28% | 722 | 80 | 12.5% | $3.33万 | 加仓 |
| ABBV | ABBVIE INC | $30.65万 | 0.29% | 1,218 | 1 | 0.1% | $252 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $32.73万 | 0.31% | 3,333 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $32.87万 | 0.31% | 6,272 | 44 | 0.7% | $2,306 | 加仓 |
| CSCO | CISCO SYS INC | $33.36万 | 0.31% | 2,840 | 204 | 7.7% | $2.40万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $34.09万 | 0.32% | 5,198 | -307 | -5.6% | -$2.01万 | 减仓 |