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 |
|---|---|---|---|---|---|---|---|---|
| IBHH | ISHARES TR | $0 | 0.00% | 0 | -731 | -100.0% | -$1.72万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -34 | -100.0% | -$1.69万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -395 | -100.0% | -$1.68万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$1.67万 | 清仓 |
| — | BANCO BRADESCO S A | $0 | 0.00% | 0 | -5,002 | -100.0% | -$1.65万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -99 | -100.0% | -$1.64万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1.64万 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$1.64万 | 清仓 |
| TIMB | TIM S A | $0 | 0.00% | 0 | -616 | -100.0% | -$1.63万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -130 | -100.0% | -$1.62万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -223 | -100.0% | -$1.60万 | 清仓 |
| VIV | TELEFONICA BRASIL SA | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.59万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -170 | -100.0% | -$1.57万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -199 | -100.0% | -$1.56万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -165 | -100.0% | -$1.52万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -77 | -100.0% | -$1.52万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1.52万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -170 | -100.0% | -$1.50万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.49万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -329 | -100.0% | -$1.49万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1.47万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -236 | -100.0% | -$1.44万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -201 | -100.0% | -$1.44万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -946 | -100.0% | -$1.42万 | 清仓 |
| IBTK | ISHARES TR | $0 | 0.00% | 0 | -719 | -100.0% | -$1.42万 | 清仓 |
| IBTL | ISHARES TR | $0 | 0.00% | 0 | -693 | -100.0% | -$1.41万 | 清仓 |
| IBTJ | ISHARES TR | $0 | 0.00% | 0 | -647 | -100.0% | -$1.41万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -616 | -100.0% | -$1.41万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.41万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -425 | -100.0% | -$1.41万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -617 | -100.0% | -$1.39万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -158 | -100.0% | -$1.39万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -192 | -100.0% | -$1.38万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.37万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -530 | -100.0% | -$1.37万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.36万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -144 | -100.0% | -$1.35万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -39 | -100.0% | -$1.34万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$1.33万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -192 | -100.0% | -$1.31万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -201 | -100.0% | -$1.29万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -160 | -100.0% | -$1.29万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -52 | -100.0% | -$1.28万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -236 | -100.0% | -$1.28万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -202 | -100.0% | -$1.27万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | -583 | -100.0% | -$1.26万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -656 | -100.0% | -$1.26万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.23万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -200 | -100.0% | -$1.23万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -99 | -100.0% | -$1.22万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -181 | -100.0% | -$1.20万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -168 | -100.0% | -$1.18万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1.18万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -1,023 | -100.0% | -$1.18万 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -1,337 | -100.0% | -$1.17万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.17万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$1.15万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$1.15万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -158 | -100.0% | -$1.14万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -251 | -100.0% | -$1.14万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1.14万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.13万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.12万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -178 | -100.0% | -$1.12万 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $0 | 0.00% | 0 | -191 | -100.0% | -$1.12万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -123 | -100.0% | -$1.12万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -539 | -100.0% | -$1.12万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -458 | -100.0% | -$1.11万 | 清仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $0 | 0.00% | 0 | -212 | -100.0% | -$1.11万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -180 | -100.0% | -$1.11万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -151 | -100.0% | -$1.10万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -236 | -100.0% | -$1.09万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1.09万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -117 | -100.0% | -$1.09万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.08万 | 清仓 |
| LAUR | LAUREATE ED INC | $0 | 0.00% | 0 | -305 | -100.0% | -$1.06万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -194 | -100.0% | -$1.05万 | 清仓 |
| FLR | FLUOR CORP | $0 | 0.00% | 0 | -224 | -100.0% | -$1.04万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -353 | -100.0% | -$1.03万 | 清仓 |
| THFF | FIRST FINANCIAL CORPORATION | $0 | 0.00% | 0 | -162 | -100.0% | -$1.02万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -47 | -100.0% | -$1.02万 | 清仓 |
| DBD | DIEBOLD NIXDORF INC | $0 | 0.00% | 0 | -134 | -100.0% | -$1.01万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -127 | -100.0% | -$9,990 | 清仓 |
| BHC | BAUSCH HEALTH COS INC | $0 | 0.00% | 0 | -1,830 | -100.0% | -$9,882 | 清仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $0 | 0.00% | 0 | -86 | -100.0% | -$9,867 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -113 | -100.0% | -$9,459 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$9,398 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -327 | -100.0% | -$9,388 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -253 | -100.0% | -$9,298 | 清仓 |
| EYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -224 | -100.0% | -$9,276 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -344 | -100.0% | -$9,267 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -140 | -100.0% | -$9,255 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -51 | -100.0% | -$9,222 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$9,198 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -37 | -100.0% | -$9,176 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -48 | -100.0% | -$9,074 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -129 | -100.0% | -$8,958 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -219 | -100.0% | -$8,944 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -1,776 | -100.0% | -$8,933 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -207 | -100.0% | -$8,878 | 清仓 |