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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -175 | -100.0% | -$8,827 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -196 | -100.0% | -$8,795 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -79 | -100.0% | -$8,753 | 清仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $0 | 0.00% | 0 | -409 | -100.0% | -$8,749 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$8,729 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -151 | -100.0% | -$8,704 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -56 | -100.0% | -$8,696 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -120 | -100.0% | -$8,695 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -50 | -100.0% | -$8,686 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$8,608 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -18 | -100.0% | -$8,298 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$8,264 | 清仓 |
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -111 | -100.0% | -$8,074 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$8,052 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$8,038 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$8,010 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -461 | -100.0% | -$7,823 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -297 | -100.0% | -$7,796 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -419 | -100.0% | -$7,772 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -41 | -100.0% | -$7,737 | 清仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -128 | -100.0% | -$7,713 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$7,673 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -338 | -100.0% | -$7,656 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$7,611 | 清仓 |
| MYE | MYERS INDS INC | $0 | 0.00% | 0 | -354 | -100.0% | -$7,498 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC | $0 | 0.00% | 0 | -78 | -100.0% | -$7,457 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -190 | -100.0% | -$7,300 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$7,208 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -133 | -100.0% | -$7,189 | 清仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $0 | 0.00% | 0 | -275 | -100.0% | -$7,186 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$7,087 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -270 | -100.0% | -$7,034 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -76 | -100.0% | -$7,016 | 清仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -92 | -100.0% | -$6,994 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$6,855 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -200 | -100.0% | -$6,804 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -50 | -100.0% | -$6,799 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$6,790 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -41 | -100.0% | -$6,771 | 清仓 |
| PLPC | PREFORMED LINE PRODS CO | $0 | 0.00% | 0 | -25 | -100.0% | -$6,769 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -25 | -100.0% | -$6,651 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -50 | -100.0% | -$6,541 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -288 | -100.0% | -$6,477 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$6,423 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -334 | -100.0% | -$6,399 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -21 | -100.0% | -$6,382 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -96 | -100.0% | -$6,284 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -65 | -100.0% | -$6,280 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -555 | -100.0% | -$6,260 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$6,181 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -224 | -100.0% | -$6,151 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -66 | -100.0% | -$6,121 | 清仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -177 | -100.0% | -$6,011 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$5,961 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -14 | -100.0% | -$5,946 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -121 | -100.0% | -$5,925 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -22 | -100.0% | -$5,869 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$5,868 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -49 | -100.0% | -$5,813 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -21 | -100.0% | -$5,811 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -17 | -100.0% | -$5,754 | 清仓 |
| SENEA | SENECA FOODS CORP NEW | $0 | 0.00% | 0 | -38 | -100.0% | -$5,743 | 清仓 |
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -202 | -100.0% | -$5,743 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$5,718 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -28 | -100.0% | -$5,689 | 清仓 |
| TBLA | TABOOLA.COM LTD | $0 | 0.00% | 0 | -1,833 | -100.0% | -$5,682 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -463 | -100.0% | -$5,676 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -42 | -100.0% | -$5,655 | 清仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $0 | 0.00% | 0 | -158 | -100.0% | -$5,653 | 清仓 |
| SPNT | SIRIUSPOINT LTD | $0 | 0.00% | 0 | -262 | -100.0% | -$5,643 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -151 | -100.0% | -$5,616 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -156 | -100.0% | -$5,516 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$5,503 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -117 | -100.0% | -$5,488 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -210 | -100.0% | -$5,477 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -213 | -100.0% | -$5,459 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$5,378 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -49 | -100.0% | -$5,370 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -96 | -100.0% | -$5,298 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -36 | -100.0% | -$5,251 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -138 | -100.0% | -$5,245 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -58 | -100.0% | -$5,228 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -173 | -100.0% | -$5,211 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -18 | -100.0% | -$5,208 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -114 | -100.0% | -$5,204 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -53 | -100.0% | -$5,178 | 清仓 |
| ZD | ZIFF DAVIS INC | $0 | 0.00% | 0 | -123 | -100.0% | -$5,161 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$5,152 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -17 | -100.0% | -$5,142 | 清仓 |
| WRLD | WORLD ACCEP CORPORATION | $0 | 0.00% | 0 | -38 | -100.0% | -$5,132 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -71 | -100.0% | -$5,107 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -66 | -100.0% | -$5,091 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -14 | -100.0% | -$5,085 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -160 | -100.0% | -$4,914 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -88 | -100.0% | -$4,910 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -60 | -100.0% | -$4,903 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -112 | -100.0% | -$4,898 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -51 | -100.0% | -$4,888 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -34 | -100.0% | -$4,870 | 清仓 |
| SNN | SMITH & NEPHEW PLC | $0 | 0.00% | 0 | -147 | -100.0% | -$4,672 | 清仓 |