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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -14,811 | -100.0% | -$284.09万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -23,385 | -100.0% | -$173.87万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,253 | -100.0% | -$23.39万 | 清仓 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -9,384 | -100.0% | -$20.77万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,187 | -100.0% | -$20.02万 | 清仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -8,414 | -100.0% | -$19.31万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -584 | -100.0% | -$17.65万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -394 | -100.0% | -$16.42万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -364 | -100.0% | -$15.80万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -5,373 | -100.0% | -$15.58万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -740 | -100.0% | -$15.31万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -396 | -100.0% | -$14.72万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$14.65万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -440 | -100.0% | -$14.34万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -5,604 | -100.0% | -$14.19万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -6,086 | -100.0% | -$14.16万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -423 | -100.0% | -$13.57万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -649 | -100.0% | -$13.46万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -135 | -100.0% | -$13.23万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -668 | -100.0% | -$13.21万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -801 | -100.0% | -$12.96万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -3,295 | -100.0% | -$12.85万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -5,244 | -100.0% | -$12.71万 | 清仓 |
| IBDW | ISHARES TR | $0 | 0.00% | 0 | -5,998 | -100.0% | -$12.55万 | 清仓 |
| IBDV | ISHARES TR | $0 | 0.00% | 0 | -5,725 | -100.0% | -$12.53万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -794 | -100.0% | -$12.49万 | 清仓 |
| IBDX | ISHARES TR | $0 | 0.00% | 0 | -4,932 | -100.0% | -$12.46万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -727 | -100.0% | -$12.33万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -339 | -100.0% | -$12.12万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -1,772 | -100.0% | -$12.05万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -207 | -100.0% | -$11.85万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -4,825 | -100.0% | -$11.70万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -157 | -100.0% | -$11.59万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -4,240 | -100.0% | -$11.51万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -471 | -100.0% | -$11.43万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -6,878 | -100.0% | -$10.94万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -381 | -100.0% | -$10.93万 | 清仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -4,771 | -100.0% | -$10.22万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,151 | -100.0% | -$10.21万 | 清仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -4,749 | -100.0% | -$10.21万 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3,108 | -100.0% | -$10.08万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -1,100 | -100.0% | -$10.01万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -863 | -100.0% | -$9.79万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1,956 | -100.0% | -$9.68万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1,923 | -100.0% | -$9.62万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -316 | -100.0% | -$9.33万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -69 | -100.0% | -$9.11万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -671 | -100.0% | -$9.00万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -1,693 | -100.0% | -$8.94万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -446 | -100.0% | -$8.78万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -249 | -100.0% | -$8.59万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -170 | -100.0% | -$8.49万 | 清仓 |
| IBDY | ISHARES TR | $0 | 0.00% | 0 | -3,216 | -100.0% | -$8.31万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -3,360 | -100.0% | -$8.16万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -331 | -100.0% | -$8.02万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -227 | -100.0% | -$7.99万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -466 | -100.0% | -$7.95万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -315 | -100.0% | -$7.89万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -3,386 | -100.0% | -$7.85万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -395 | -100.0% | -$7.81万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -861 | -100.0% | -$7.71万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -511 | -100.0% | -$7.47万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -1,481 | -100.0% | -$7.40万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -326 | -100.0% | -$7.37万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -523 | -100.0% | -$7.29万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -931 | -100.0% | -$7.08万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -571 | -100.0% | -$6.87万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -417 | -100.0% | -$6.86万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -293 | -100.0% | -$6.80万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -821 | -100.0% | -$6.77万 | 清仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -2,975 | -100.0% | -$6.65万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -3,184 | -100.0% | -$6.57万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -223 | -100.0% | -$6.48万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -271 | -100.0% | -$6.26万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -689 | -100.0% | -$6.23万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -87 | -100.0% | -$6.16万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -560 | -100.0% | -$6.10万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -386 | -100.0% | -$6.07万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -427 | -100.0% | -$6.03万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -1,837 | -100.0% | -$5.82万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -900 | -100.0% | -$5.78万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -415 | -100.0% | -$5.65万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -270 | -100.0% | -$5.57万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -402 | -100.0% | -$5.45万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -267 | -100.0% | -$5.43万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -533 | -100.0% | -$5.28万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -868 | -100.0% | -$5.28万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,728 | -100.0% | -$5.27万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$5.20万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -983 | -100.0% | -$5.11万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -2,945 | -100.0% | -$5.02万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -201 | -100.0% | -$4.91万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -228 | -100.0% | -$4.90万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -73 | -100.0% | -$4.77万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -2,125 | -100.0% | -$4.60万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -425 | -100.0% | -$4.60万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -46 | -100.0% | -$4.58万 | 清仓 |
| E | ENI SPA | $0 | 0.00% | 0 | -799 | -100.0% | -$4.52万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -341 | -100.0% | -$4.47万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -307 | -100.0% | -$4.39万 | 清仓 |