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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,607.73万 | 14.97% | 26,905 | — | — | — | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $778.16万 | 7.25% | 32,748 | — | — | — | — |
| DYNF | BLACKROCK ETF TRUST | $746.90万 | 6.96% | 128,378 | — | — | — | — |
| BKDV | BNY MELLON ETF TRUST II | $681.84万 | 6.35% | 229,887 | — | — | — | — |
| AVEM | AMERICAN CENTY ETF TR | $525.57万 | 4.89% | 65,223 | — | — | — | — |
| THRO | BLACKROCK ETF TRUST | $337.56万 | 3.14% | 93,197 | — | — | — | — |
| QUAL | ISHARES TR | $284.09万 | 2.65% | 14,811 | — | — | — | — |
| BAI | BLACKROCK ETF TRUST | $280.07万 | 2.61% | 84,998 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $262.16万 | 2.44% | 4,542 | — | — | — | — |
| VXF | VANGUARD INDEX FDS | $229.49万 | 2.14% | 11,151 | — | — | — | — |
| IAU | ISHARES GOLD TR | $202.27万 | 1.88% | 22,943 | — | — | — | — |
| IXUS | ISHARES TR | $186.21万 | 1.73% | 21,492 | — | — | — | — |
| BINC | BLACKROCK ETF TRUST II | $181.66万 | 1.69% | 34,981 | — | — | — | — |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $174.88万 | 1.63% | 52,079 | — | — | — | — |
| EFV | ISHARES TR | $173.87万 | 1.62% | 23,385 | — | — | — | — |
| — | NOMURA ETF TR | $172.04万 | 1.60% | 71,125 | — | — | — | — |
| STIP | ISHARES TR | $164.94万 | 1.54% | 15,947 | — | — | — | — |
| MUB | ISHARES TR | $153.60万 | 1.43% | 14,470 | — | — | — | — |
| AAPL | APPLE INC | $144.01万 | 1.34% | 5,674 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $142.23万 | 1.32% | 46,358 | — | — | — | — |
| SHLD | GLOBAL X FDS | $134.99万 | 1.26% | 19,056 | — | — | — | — |
| REGL | PROSHARES TR | $90.59万 | 0.84% | 10,484 | — | — | — | — |
| IEFA | ISHARES TR | $89.04万 | 0.83% | 9,835 | — | — | — | — |
| IJH | ISHARES TR | $72.16万 | 0.67% | 10,685 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $71.05万 | 0.66% | 6,432 | — | — | — | — |
| IDV | ISHARES TR | $68.41万 | 0.64% | 16,073 | — | — | — | — |
| SIVR | ABRDN SILVER ETF TRUST | $64.96万 | 0.60% | 9,071 | — | — | — | — |
| GOOGL | ALPHABET INC | $61.57万 | 0.57% | 2,141 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.10万 | 0.53% | 878 | — | — | — | — |
| FNDB | SCHWAB STRATEGIC TR | $49.81万 | 0.46% | 18,312 | — | — | — | — |
| AVGO | BROADCOM INC | $48.72万 | 0.45% | 1,574 | — | — | — | — |
| MSFT | MICROSOFT CORP | $44.85万 | 0.42% | 1,212 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $40.63万 | 0.38% | 1,662 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $39.65万 | 0.37% | 1,348 | — | — | — | — |
| BALT | INNOVATOR ETFS TRUST | $35.86万 | 0.33% | 10,715 | — | — | — | — |
| IJR | ISHARES TR | $35.29万 | 0.33% | 2,839 | — | — | — | — |
| — | INNOVATOR ETFS TRUST | $35.12万 | 0.33% | 12,733 | — | — | — | — |
| — | VICTORY PORTFOLIOS II | $33.99万 | 0.32% | 5,505 | — | — | — | — |
| AMZN | AMAZON COM INC | $32.99万 | 0.31% | 1,584 | — | — | — | — |
| PNOV | INNOVATOR ETFS TRUST | $32.81万 | 0.31% | 8,029 | — | — | — | — |
| IGSB | ISHARES TR | $32.73万 | 0.30% | 6,228 | — | — | — | — |
| BSVO | EA SERIES TRUST | $31.60万 | 0.29% | 12,454 | — | — | — | — |
| VYMI | VANGUARD WHITEHALL FDS | $31.41万 | 0.29% | 3,333 | — | — | — | — |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $31.21万 | 0.29% | 13,194 | — | — | — | — |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $28.97万 | 0.27% | 4,908 | — | — | — | — |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $28.65万 | 0.27% | 12,444 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP | $27.81万 | 0.26% | 1,028 | — | — | — | — |
| WMT | WALMART INC | $26.82万 | 0.25% | 2,158 | — | — | — | — |
| ABBV | ABBVIE INC | $26.47万 | 0.25% | 1,217 | — | — | — | — |
| — | INVESCO EXCH TRD SLF IDX FD | $26.38万 | 0.25% | 12,635 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $26.32万 | 0.25% | 4,986 | — | — | — | — |
| TJX | TJX COS INC NEW | $24.39万 | 0.23% | 1,527 | — | — | — | — |
| — | INVESCO EXCH TRD SLF IDX FD | $23.82万 | 0.22% | 9,372 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $23.74万 | 0.22% | 6,110 | — | — | — | — |
| CRM | SALESFORCE INC | $23.39万 | 0.22% | 1,253 | — | — | — | — |
| HD | HOME DEPOT INC | $23.29万 | 0.22% | 708 | — | — | — | — |
| — | INNOVATOR ETFS TRUST | $20.86万 | 0.19% | 7,106 | — | — | — | — |
| IBHG | ISHARES TR | $20.77万 | 0.19% | 9,384 | — | — | — | — |
| CSCO | CISCO SYS INC | $20.45万 | 0.19% | 2,636 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.14万 | 0.19% | 514 | — | — | — | — |
| CWB | SPDR SERIES TRUST | $20.02万 | 0.19% | 2,187 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.80万 | 0.18% | 586 | — | — | — | — |
| IBHF | ISHARES TR | $19.31万 | 0.18% | 8,414 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $19.03万 | 0.18% | 674 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP | $18.35万 | 0.17% | 205 | — | — | — | — |
| V | VISA INC | $17.65万 | 0.16% | 584 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $17.37万 | 0.16% | 642 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $16.86万 | 0.16% | 967 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $16.42万 | 0.15% | 394 | — | — | — | — |
| MSI | MOTOROLA SOLUTIONS INC | $15.80万 | 0.15% | 364 | — | — | — | — |
| T | AT&T INC | $15.58万 | 0.15% | 5,373 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $15.31万 | 0.14% | 740 | — | — | — | — |
| TSLA | TESLA INC | $14.72万 | 0.14% | 396 | — | — | — | — |
| MPC | MARATHON PETE CORP | $14.65万 | 0.14% | 600 | — | — | — | — |
| CB | CHUBB LTD SWITZ | $14.34万 | 0.13% | 440 | — | — | — | — |
| IBDT | ISHARES TR | $14.19万 | 0.13% | 5,604 | — | — | — | — |
| IBDU | ISHARES TR | $14.16万 | 0.13% | 6,086 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $13.57万 | 0.13% | 423 | — | — | — | — |
| ALL | ALLSTATE CORP | $13.46万 | 0.13% | 649 | — | — | — | — |
| EQIX | EQUINIX INC | $13.23万 | 0.12% | 135 | — | — | — | — |
| FANG | DIAMONDBACK ENERGY INC | $13.21万 | 0.12% | 668 | — | — | — | — |
| RY | ROYAL BK CDA | $12.96万 | 0.12% | 801 | — | — | — | — |
| HAL | HALLIBURTON CO | $12.85万 | 0.12% | 3,295 | — | — | — | — |
| IBDS | ISHARES TR | $12.71万 | 0.12% | 5,244 | — | — | — | — |
| IBDW | ISHARES TR | $12.55万 | 0.12% | 5,998 | — | — | — | — |
| IBDV | ISHARES TR | $12.53万 | 0.12% | 5,725 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $12.49万 | 0.12% | 794 | — | — | — | — |
| IBDX | ISHARES TR | $12.46万 | 0.12% | 4,932 | — | — | — | — |
| — | VENU HLDG CORP | $12.41万 | 0.12% | 37,492 | — | — | — | — |
| — | EXXON MOBIL CORP | $12.33万 | 0.11% | 727 | — | — | — | — |
| ETN | EATON CORP PLC | $12.12万 | 0.11% | 339 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL | $12.05万 | 0.11% | 1,772 | — | — | — | — |
| META | META PLATFORMS INC | $11.85万 | 0.11% | 207 | — | — | — | — |
| IBDR | ISHARES TR | $11.70万 | 0.11% | 4,825 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $11.62万 | 0.11% | 344 | — | — | — | — |
| EME | EMCOR GROUP INC | $11.59万 | 0.11% | 157 | — | — | — | — |
| HDV | ISHARES TR | $11.51万 | 0.11% | 848 | — | — | — | — |
| UNP | UNION PAC CORP | $11.43万 | 0.11% | 471 | — | — | — | — |
| VALE | VALE S A | $10.94万 | 0.10% | 6,878 | — | — | — | — |
| GOOG | ALPHABET INC | $10.93万 | 0.10% | 381 | — | — | — | — |