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
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 15.0%
QQQM 7.2%
DYNF 7.0%
BKDV 6.3%
AVEM 4.9%
THRO 3.1%
QUAL 2.6%
BAI 2.6%
QQQ 2.4%
VXF 2.1%

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
TSN TYSON FOODS INC $3200.00%5 —— — —
EMBC EMBECTA CORP $3180.00%36 —— — —
LULU LULULEMON ATHLETICA INC $3060.00%2 —— — —
VST VISTRA CORP $3010.00%2 —— — —
ALC ALCON AG $3010.00%4 —— — —
SF STIFEL FINL CORP $2960.00%4 —— — —
KMB KIMBERLY-CLARK CORP $2890.00%3 —— — —
OGE OGE ENERGY CORP $2880.00%6 —— — —
ACGL ARCH CAP GROUP LTD $2880.00%3 —— — —
HLI HOULIHAN LOKEY INC $2870.00%2 —— — —
ARW ARROW ELECTRS INC $2870.00%2 —— — —
CLH CLEAN HARBORS INC $2870.00%1 —— — —
PRIM PRIMORIS SVCS CORP $2860.00%2 —— — —
PCOR PROCORE TECHNOLOGIES INC $2850.00%5 —— — —
AXTA AXALTA COATING SYS LTD $2770.00%10 —— — —
COLB COLUMBIA BKG SYS INC $2740.00%10 —— — —
EPAM EPAM SYS INC $2710.00%2 —— — —
WY WEYERHAEUSER CO $2690.00%11 —— — —
PB PROSPERITY BANCSHARES INC $2690.00%4 —— — —
LKQ LKQ CORP $2640.00%9 —— — —
— SUN CTRY AIRLS HLDGS INC $2640.00%16 —— — —
EXR EXTRA SPACE STORAGE INC $2620.00%2 —— — —
OXY OCCIDENTAL PETE CORP $2600.00%4 —— — —
GMED GLOBUS MED INC $2580.00%3 —— — —
LZB LA Z BOY INC $2570.00%8 —— — —
FSK FS KKR CAP CORP $2550.00%25 —— — —
MOS MOSAIC CO $2550.00%10 —— — —
RGLD ROYAL GOLD INC $2540.00%1 —— — —
PLOW DOUGLAS DYNAMICS INC $2530.00%6 —— — —
ATR APTARGROUP INC $2520.00%2 —— — —
CELH CELSIUS HLDGS INC $2480.00%7 —— — —
IDT IDT CORP $2460.00%5 —— — —
CCI CROWN CASTLE INC $2440.00%3 —— — —
PAYC PAYCOM SOFTWARE INC $2430.00%2 —— — —
ECHO ECHOSTAR CORP $2340.00%2 —— — —
Q QNITY ELECTRONICS INC $2310.00%2 —— — —
ETR ENTERGY CORP NEW $2250.00%2 —— — —
BBIO BRIDGEBIO PHARMA INC $2230.00%3 —— — —
EXE EXPAND ENERGY CORPORATION $2200.00%2 —— — —
L LOEWS CORP $2130.00%2 —— — —
ES EVERSOURCE ENERGY $2080.00%3 —— — —
ONTO ONTO INNOVATION INC $2050.00%1 —— — —