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 |
|---|---|---|---|---|---|---|---|---|
| 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 |