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 |
|---|---|---|---|---|---|---|---|---|
| FLCO | FRANKLIN TEMPLETON ETF TR | $10.22万 | 0.10% | 4,771 | — | — | — | — |
| VNQ | VANGUARD INDEX FDS | $10.21万 | 0.10% | 1,151 | — | — | — | — |
| FLCB | FRANKLIN TEMPLETON ETF TR | $10.21万 | 0.10% | 4,749 | — | — | — | — |
| FNDA | SCHWAB STRATEGIC TR | $10.08万 | 0.09% | 3,108 | — | — | — | — |
| EBAY | EBAY INC. | $10.01万 | 0.09% | 1,100 | — | — | — | — |
| C | CITIGROUP INC | $9.79万 | 0.09% | 863 | — | — | — | — |
| GPIQ | GOLDMAN SACHS ETF TR | $9.68万 | 0.09% | 1,956 | — | — | — | — |
| GPIX | GOLDMAN SACHS ETF TR | $9.62万 | 0.09% | 1,923 | — | — | — | — |
| CME | CME GROUP INC | $9.33万 | 0.09% | 316 | — | — | — | — |
| ASML | ASML HLDG NV | $9.11万 | 0.08% | 69 | — | — | — | — |
| BPOP | POPULAR INC | $9.00万 | 0.08% | 671 | — | — | — | — |
| NKE | NIKE INC | $8.94万 | 0.08% | 1,693 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V | $8.78万 | 0.08% | 446 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.59万 | 0.08% | 249 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $8.49万 | 0.08% | 170 | — | — | — | — |
| IBDY | ISHARES TR | $8.31万 | 0.08% | 3,216 | — | — | — | — |
| IVZ | INVESCO LTD | $8.16万 | 0.08% | 3,360 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.02万 | 0.07% | 331 | — | — | — | — |
| AMGN | AMGEN INC | $7.99万 | 0.07% | 227 | — | — | — | — |
| IQV | IQVIA HLDGS INC | $7.95万 | 0.07% | 466 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO | $7.89万 | 0.07% | 315 | — | — | — | — |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $7.85万 | 0.07% | 3,386 | — | — | — | — |
| WELL | WELLTOWER INC | $7.81万 | 0.07% | 395 | — | — | — | — |
| SBUX | STARBUCKS CORP | $7.71万 | 0.07% | 861 | — | — | — | — |
| LRCX | LAM RESEARCH CORP | $7.61万 | 0.07% | 356 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.47万 | 0.07% | 511 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $7.40万 | 0.07% | 1,481 | — | — | — | — |
| — | HONEYWELL INTL INC | $7.37万 | 0.07% | 326 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $7.29万 | 0.07% | 523 | — | — | — | — |
| KO | COCA COLA CO | $7.08万 | 0.07% | 931 | — | — | — | — |
| MRK | MERCK & CO INC | $6.87万 | 0.06% | 571 | — | — | — | — |
| MS | MORGAN STANLEY | $6.86万 | 0.06% | 417 | — | — | — | — |
| GRMN | GARMIN LTD | $6.80万 | 0.06% | 293 | — | — | — | — |
| HSBC | HSBC HLDGS PLC | $6.77万 | 0.06% | 821 | — | — | — | — |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $6.65万 | 0.06% | 2,975 | — | — | — | — |
| RYN | RAYONIER INC | $6.57万 | 0.06% | 3,184 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.48万 | 0.06% | 223 | — | — | — | — |
| EXPE | EXPEDIA GROUP INC | $6.26万 | 0.06% | 271 | — | — | — | — |
| OKE | ONEOK INC NEW | $6.23万 | 0.06% | 689 | — | — | — | — |
| CAT | CATERPILLAR INC | $6.16万 | 0.06% | 87 | — | — | — | — |
| LQD | ISHARES TR | $6.10万 | 0.06% | 560 | — | — | — | — |
| BDX | BECTON DICKINSON & CO | $6.07万 | 0.06% | 386 | — | — | — | — |
| TPR | TAPESTRY INC | $6.03万 | 0.06% | 427 | — | — | — | — |
| IOT | SAMSARA INC | $5.82万 | 0.05% | 1,837 | — | — | — | — |
| BBY | BEST BUY INC | $5.78万 | 0.05% | 900 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.65万 | 0.05% | 415 | — | — | — | — |
| NET | CLOUDFLARE INC | $5.57万 | 0.05% | 270 | — | — | — | — |
| CBRE | CBRE GROUP INC | $5.45万 | 0.05% | 402 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $5.43万 | 0.05% | 267 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC | $5.28万 | 0.05% | 533 | — | — | — | — |
| SMG | SCOTTS MIRACLE-GRO CO | $5.28万 | 0.05% | 868 | — | — | — | — |
| SCHV | SCHWAB STRATEGIC TR | $5.27万 | 0.05% | 1,728 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $5.20万 | 0.05% | 1,036 | — | — | — | — |
| USB | US BANCORP | $5.11万 | 0.05% | 983 | — | — | — | — |
| — | FIRST TR EXCHNG TRADED FD VI | $5.02万 | 0.05% | 2,945 | — | — | — | — |
| HUBS | HUBSPOT INC | $4.91万 | 0.05% | 201 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.90万 | 0.05% | 228 | — | — | — | — |
| IVV | ISHARES TR | $4.77万 | 0.04% | 73 | — | — | — | — |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4.60万 | 0.04% | 2,125 | — | — | — | — |
| NEM | NEWMONT CORP | $4.60万 | 0.04% | 425 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $4.58万 | 0.04% | 46 | — | — | — | — |
| E | ENI SPA | $4.52万 | 0.04% | 799 | — | — | — | — |
| JCI | JOHNSON CONTROLS INTERNATION | $4.47万 | 0.04% | 341 | — | — | — | — |
| SII | SPROTT INC | $4.39万 | 0.04% | 307 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND | $4.38万 | 0.04% | 221 | — | — | — | — |
| PHM | PULTE GROUP INC | $4.35万 | 0.04% | 370 | — | — | — | — |
| TER | TERADYNE INC | $4.30万 | 0.04% | 145 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $4.26万 | 0.04% | 133 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $4.25万 | 0.04% | 294 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $4.23万 | 0.04% | 133 | — | — | — | — |
| MDT | MEDTRONIC PLC | $4.20万 | 0.04% | 485 | — | — | — | — |
| NOW | SERVICENOW INC | $4.13万 | 0.04% | 395 | — | — | — | — |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $4.05万 | 0.04% | 1,868 | — | — | — | — |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4.04万 | 0.04% | 2,452 | — | — | — | — |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $4.03万 | 0.04% | 2,408 | — | — | — | — |
| SYM | SYMBOTIC INC | $3.98万 | 0.04% | 749 | — | — | — | — |
| INTC | INTEL CORP | $3.93万 | 0.04% | 890 | — | — | — | — |
| CX | CEMEX SA EURO MTN BE 144A | $3.84万 | 0.04% | 3,356 | — | — | — | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3.83万 | 0.04% | 413 | — | — | — | — |
| RTX | RTX CORPORATION | $3.80万 | 0.04% | 197 | — | — | — | — |
| PATH | UIPATH INC | $3.79万 | 0.04% | 3,414 | — | — | — | — |
| PFE | PFIZER INC | $3.79万 | 0.04% | 1,349 | — | — | — | — |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $3.74万 | 0.03% | 2,005 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.73万 | 0.03% | 615 | — | — | — | — |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3.70万 | 0.03% | 3,284 | — | — | — | — |
| HCA | HCA HEALTHCARE INC | $3.69万 | 0.03% | 78 | — | — | — | — |
| SNOW | SNOWFLAKE INC | $3.66万 | 0.03% | 243 | — | — | — | — |
| IVE | ISHARES TR | $3.63万 | 0.03% | 172 | — | — | — | — |
| BIIB | BIOGEN INC | $3.63万 | 0.03% | 198 | — | — | — | — |
| AI | C3 AI INC | $3.62万 | 0.03% | 4,295 | — | — | — | — |
| EEM | ISHARES TR | $3.58万 | 0.03% | 630 | — | — | — | — |
| EQNR | EQUINOR ASA | $3.52万 | 0.03% | 835 | — | — | — | — |
| TD | TORONTO DOMINION BK ONT | $3.51万 | 0.03% | 376 | — | — | — | — |
| AU | ANGLOGOLD ASHANTI PLC | $3.50万 | 0.03% | 359 | — | — | — | — |
| LOW | LOWES COS INC | $3.47万 | 0.03% | 147 | — | — | — | — |
| FOXA | FOX CORP | $3.45万 | 0.03% | 591 | — | — | — | — |
| PDI | PIMCO DYNAMIC INCOME FD | $3.42万 | 0.03% | 1,998 | — | — | — | — |
| SNPS | SYNOPSYS INC | $3.41万 | 0.03% | 86 | — | — | — | — |
| GTLB | GITLAB INC | $3.41万 | 0.03% | 1,575 | — | — | — | — |
| YUMC | YUM CHINA HLDGS INC | $3.38万 | 0.03% | 692 | — | — | — | — |