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 |
|---|---|---|---|---|---|---|---|---|
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -1,998 | -100.0% | -$3.42万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -86 | -100.0% | -$3.41万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -1,575 | -100.0% | -$3.41万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -692 | -100.0% | -$3.38万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -267 | -100.0% | -$3.36万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -536 | -100.0% | -$3.29万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -221 | -100.0% | -$3.25万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -66 | -100.0% | -$3.24万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -245 | -100.0% | -$3.21万 | 清仓 |
| EFXT | ENERFLEX LTD | $0 | 0.00% | 0 | -1,522 | -100.0% | -$3.18万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -33 | -100.0% | -$3.17万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -474 | -100.0% | -$3.13万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -127 | -100.0% | -$3.09万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -223 | -100.0% | -$3.08万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -123 | -100.0% | -$3.01万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -363 | -100.0% | -$2.99万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -96 | -100.0% | -$2.98万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -174 | -100.0% | -$2.98万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -4,327 | -100.0% | -$2.97万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -179 | -100.0% | -$2.96万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -210 | -100.0% | -$2.93万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -304 | -100.0% | -$2.92万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -590 | -100.0% | -$2.88万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -74 | -100.0% | -$2.87万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -221 | -100.0% | -$2.85万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -156 | -100.0% | -$2.81万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -375 | -100.0% | -$2.79万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,037 | -100.0% | -$2.76万 | 清仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,305 | -100.0% | -$2.76万 | 清仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,329 | -100.0% | -$2.75万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,334 | -100.0% | -$2.75万 | 清仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,331 | -100.0% | -$2.72万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,379 | -100.0% | -$2.71万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -215 | -100.0% | -$2.70万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$2.67万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -376 | -100.0% | -$2.60万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -195 | -100.0% | -$2.58万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -275 | -100.0% | -$2.55万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -789 | -100.0% | -$2.54万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$2.53万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -198 | -100.0% | -$2.52万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -170 | -100.0% | -$2.50万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$2.49万 | 清仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,048 | -100.0% | -$2.45万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,034 | -100.0% | -$2.44万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -205 | -100.0% | -$2.43万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -192 | -100.0% | -$2.42万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -57 | -100.0% | -$2.42万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -293 | -100.0% | -$2.40万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -405 | -100.0% | -$2.39万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -369 | -100.0% | -$2.38万 | 清仓 |
| INMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -986 | -100.0% | -$2.36万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -205 | -100.0% | -$2.34万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -189 | -100.0% | -$2.32万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -106 | -100.0% | -$2.30万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -115 | -100.0% | -$2.30万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -48 | -100.0% | -$2.28万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -168 | -100.0% | -$2.27万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -115 | -100.0% | -$2.27万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -264 | -100.0% | -$2.25万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -400 | -100.0% | -$2.23万 | 清仓 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -393 | -100.0% | -$2.23万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -442 | -100.0% | -$2.22万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -145 | -100.0% | -$2.21万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -201 | -100.0% | -$2.20万 | 清仓 |
| QINT | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -336 | -100.0% | -$2.20万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -328 | -100.0% | -$2.18万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -269 | -100.0% | -$2.15万 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -380 | -100.0% | -$2.15万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -97 | -100.0% | -$2.15万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$2.14万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -694 | -100.0% | -$2.12万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -2,216 | -100.0% | -$2.07万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,054 | -100.0% | -$2.06万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -132 | -100.0% | -$2.05万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -485 | -100.0% | -$2.05万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -256 | -100.0% | -$2.04万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -172 | -100.0% | -$2.03万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -198 | -100.0% | -$2.03万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -427 | -100.0% | -$2.00万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -421 | -100.0% | -$1.98万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -40 | -100.0% | -$1.92万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -623 | -100.0% | -$1.90万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -189 | -100.0% | -$1.89万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -351 | -100.0% | -$1.89万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -250 | -100.0% | -$1.88万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$1.87万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -43 | -100.0% | -$1.85万 | 清仓 |
| FSM | FORTUNA MNG CORP | $0 | 0.00% | 0 | -1,854 | -100.0% | -$1.84万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1.81万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -538 | -100.0% | -$1.80万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -866 | -100.0% | -$1.80万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -308 | -100.0% | -$1.78万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -41 | -100.0% | -$1.77万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -344 | -100.0% | -$1.77万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -146 | -100.0% | -$1.76万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -66 | -100.0% | -$1.75万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -19 | -100.0% | -$1.75万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -169 | -100.0% | -$1.74万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -119 | -100.0% | -$1.72万 | 清仓 |