13F 机构持仓

Intentional Wealth Strategies, LLC

COLORADO SPRINGS CO · SEC CIK 0002119881

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 20.9%
QQQM 8.8%
TDI 6.5%
DYNF 6.4%
BKDV 5.4%
AVEM 3.4%
BAI 3.4%
QQQ 3.1%
THRO 2.9%
VXF 2.4%

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
VMI VALMONT INDS INC $00.00%0 -7-100.0% -$2,797 清仓
BA BOEING CO $00.00%0 -14-100.0% -$2,786 清仓
APP APPLOVIN CORP $00.00%0 -7-100.0% -$2,786 清仓
TNK TEEKAY TANKERS LTD $00.00%0 -38-100.0% -$2,786 清仓
LPL LG DISPLAY CO LTD $00.00%0 -717-100.0% -$2,782 清仓
SSNC SS&C TECH HLDGS $00.00%0 -41-100.0% -$2,770 清仓
IFS INTERCORP FINL SVCS INC $00.00%0 -55-100.0% -$2,761 清仓
PWR QUANTA SVCS INC $00.00%0 -5-100.0% -$2,745 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -34-100.0% -$2,739 清仓
UBS UBS GROUP AG $00.00%0 -70-100.0% -$2,735 清仓
TXN TEXAS INSTRS INC $00.00%0 -14-100.0% -$2,718 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -13-100.0% -$2,717 清仓
CSGP COSTAR GROUP INC $00.00%0 -66-100.0% -$2,662 清仓
PCAR PACCAR INC $00.00%0 -23-100.0% -$2,657 清仓
YUM YUM BRANDS INC $00.00%0 -17-100.0% -$2,643 清仓
KEY KEYCORP $00.00%0 -131-100.0% -$2,627 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -40-100.0% -$2,585 清仓
KRC KILROY REALTY CORP $00.00%0 -91-100.0% -$2,567 清仓
UL UNILEVER PLC $00.00%0 -45-100.0% -$2,564 清仓
MET METLIFE INC $00.00%0 -36-100.0% -$2,546 清仓
MRNA MODERNA INC $00.00%0 -50-100.0% -$2,540 清仓
BN BROOKFIELD CORP $00.00%0 -62-100.0% -$2,509 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -12-100.0% -$2,497 清仓
DDOG DATADOG INC $00.00%0 -21-100.0% -$2,479 清仓
DHT DHT HOLDINGS INC $00.00%0 -135-100.0% -$2,466 清仓
DOCU DOCUSIGN INC $00.00%0 -52-100.0% -$2,465 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -132-100.0% -$2,445 清仓
VXUS VANGUARD STAR FDS $00.00%0 -32-100.0% -$2,430 清仓
DOX AMDOCS LTD $00.00%0 -37-100.0% -$2,415 清仓
SO SOUTHERN CO $00.00%0 -25-100.0% -$2,413 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -16-100.0% -$2,393 清仓
NYT NEW YORK TIMES CO MTN BE $00.00%0 -28-100.0% -$2,344 清仓
CNQ CANADIAN NAT RES LTD MED TER $00.00%0 -48-100.0% -$2,339 清仓
PKG PACKAGING CORP AMER $00.00%0 -11-100.0% -$2,334 清仓
AGCO AGCO CORP $00.00%0 -20-100.0% -$2,317 清仓
GTX GARRETT MOTION INC $00.00%0 -127-100.0% -$2,308 清仓
BE BLOOM ENERGY CORP $00.00%0 -17-100.0% -$2,303 清仓
ACM AECOM $00.00%0 -27-100.0% -$2,290 清仓
TXT TEXTRON INC $00.00%0 -26-100.0% -$2,277 清仓
DE DEERE & CO $00.00%0 -4-100.0% -$2,253 清仓
JD JD.COM INC $00.00%0 -76-100.0% -$2,247 清仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $00.00%0 -39-100.0% -$2,246 清仓
KKR KKR & CO INC $00.00%0 -24-100.0% -$2,220 清仓
PAYX PAYCHEX INC $00.00%0 -24-100.0% -$2,211 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -8-100.0% -$2,201 清仓
IHS IHS HOLDING LIMITED $00.00%0 -266-100.0% -$2,189 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -11-100.0% -$2,149 清仓
— EMBOTELLADORA ANDINA S A $00.00%0 -85-100.0% -$2,144 清仓
XPO XPO INC $00.00%0 -11-100.0% -$2,140 清仓
INSM INSMED INC $00.00%0 -13-100.0% -$2,126 清仓
DB DEUTSCHE BK AG $00.00%0 -71-100.0% -$2,114 清仓
ALSN ALLISON TRANSMISSION HLDGS I $00.00%0 -18-100.0% -$2,107 清仓
INFU INFUSYSTEM HLDGS INC $00.00%0 -225-100.0% -$2,077 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -138-100.0% -$2,077 清仓
NHC NATIONAL HEALTHCARE CORP $00.00%0 -13-100.0% -$2,076 清仓
WM WASTE MGMT INC DEL $00.00%0 -9-100.0% -$2,068 清仓
EXC EXELON CORP $00.00%0 -42-100.0% -$2,059 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -44-100.0% -$2,044 清仓
KRG KITE REALTY GROUP TRUST $00.00%0 -83-100.0% -$2,038 清仓
NVAX NOVAVAX INC $00.00%0 -250-100.0% -$2,035 清仓
BCS BARCLAYS PLC $00.00%0 -96-100.0% -$2,031 清仓
WTRG ESSENTIAL UTILS INC $00.00%0 -50-100.0% -$2,014 清仓
CSX CSX CORP $00.00%0 -49-100.0% -$2,011 清仓
DT DYNATRACE INC $00.00%0 -54-100.0% -$1,997 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -6-100.0% -$1,985 清仓
ALB ALBEMARLE CORP $00.00%0 -11-100.0% -$1,975 清仓
MEOH METHANEX CORP $00.00%0 -33-100.0% -$1,965 清仓
FTAI FTAI AVIATION LTD $00.00%0 -8-100.0% -$1,960 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -5-100.0% -$1,952 清仓
TTMI TTM TECHNOLOGIES INC $00.00%0 -20-100.0% -$1,948 清仓
EZPW EZCORP INC $00.00%0 -76-100.0% -$1,929 清仓
ITUB ITAU UNIBANCO HLDG S A $00.00%0 -230-100.0% -$1,927 清仓
TKR TIMKEN CO $00.00%0 -19-100.0% -$1,911 清仓
COHR COHERENT CORP $00.00%0 -8-100.0% -$1,906 清仓
OVV OVINTIV INC $00.00%0 -32-100.0% -$1,900 清仓
CBL CBL & ASSOC PPTYS INC $00.00%0 -49-100.0% -$1,883 清仓
JOYY JOYY INC $00.00%0 -32-100.0% -$1,868 清仓
FTI TECHNIPFMC PLC $00.00%0 -27-100.0% -$1,867 清仓
XYZ BLOCK INC $00.00%0 -31-100.0% -$1,866 清仓
KIM KIMCO REALTY CORP $00.00%0 -82-100.0% -$1,843 清仓
RMR RMR GROUP INC $00.00%0 -119-100.0% -$1,841 清仓
EHC ENCOMPASS HEALTH CORP $00.00%0 -19-100.0% -$1,838 清仓
— ELECTRONIC ARTS INC $00.00%0 -9-100.0% -$1,835 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -7-100.0% -$1,822 清仓
WDAY WORKDAY INC $00.00%0 -14-100.0% -$1,819 清仓
GVA GRANITE CONSTR INC $00.00%0 -15-100.0% -$1,798 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -56-100.0% -$1,793 清仓
TPC TUTOR PERINI CORP $00.00%0 -23-100.0% -$1,775 清仓
— TOPBUILD COR $00.00%0 -5-100.0% -$1,757 清仓
— LEXINFINTECH HLDGS LTD $00.00%0 -776-100.0% -$1,692 清仓
SANM SANMINA CORP $00.00%0 -13-100.0% -$1,685 清仓
BNS BANK NOVA SCOTIA B C $00.00%0 -24-100.0% -$1,663 清仓
SNY SANOFI SA $00.00%0 -34-100.0% -$1,638 清仓
ROKU ROKU INC $00.00%0 -17-100.0% -$1,609 清仓
— DUPONT DE NEMOURS INC $00.00%0 -12-100.0% -$1,603 清仓
BC BRUNSWICK CORP $00.00%0 -22-100.0% -$1,601 清仓
CCU COMPANIA CERVECERIAS UNIDAS $00.00%0 -141-100.0% -$1,600 清仓
HDB HDFC BANK LTD $00.00%0 -64-100.0% -$1,592 清仓
PGR PROGRESSIVE CORP $00.00%0 -8-100.0% -$1,586 清仓
PHIN PHINIA INC $00.00%0 -23-100.0% -$1,574 清仓