13F 机构持仓

Integrity Wealth Partners, LLC

WALNUT CREEK CA · SEC CIK 0002121884

2026Q22026Q1 更早 9 个季度 🔒
$1.11亿2026Q1 申报市值
99持仓数
46.7%前十大占比 · 第一大 8.4%
0 / 0新建仓 / 清仓
申报市值走势$1.11亿2026Q1
26Q1

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

JEPI 8.4%
DIMENSIONAL ET 7.2%
AAPL 6.5%
SPYI 5.0%
JEPQ 4.4%
FTHI 4.3%
TLT 3.3%
PDO 2.7%
MAGS 2.5%
VTI 2.3%

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

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
JEPI J P MORGAN EXCHANGE TRADED F $934.02万8.41%164,789 —— — —
— DIMENSIONAL ETF TRUST $797.57万7.18%205,241 —— — —
AAPL APPLE INC $719.82万6.48%28,363 —— — —
SPYI NEOS ETF TRUST $560.33万5.04%113,495 —— — —
JEPQ J P MORGAN EXCHANGE TRADED F $494.16万4.45%89,005 —— — —
FTHI FIRST TR EXCHANGE TRADED FD $472.34万4.25%205,814 —— — —
TLT ISHARES TR $371.69万3.35%42,876 —— — —
PDO PIMCO DYNAMIC INCOME OPRNTS $301.52万2.71%233,197 —— — —
MAGS LISTED FDS TR $274.29万2.47%47,340 —— — —
VTI VANGUARD INDEX FDS $259.65万2.34%8,094 —— — —
SPY STATE STR SPDR S&P 500 ETF T $229.80万2.07%3,534 —— — —
— NEOS ETF TRUST $197.66万1.78%34,756 —— — —
QUAL ISHARES TR $193.66万1.74%10,096 —— — —
MSFT MICROSOFT CORP $168.36万1.52%4,548 —— — —
GRNY TIDAL TRUST I $147.42万1.33%61,758 —— — —
SPDW SPDR INDEX SHS FDS $144.54万1.30%31,664 —— — —
XLSR SSGA ACTIVE TR $142.94万1.29%24,756 —— — —
ACWI ISHARES TR $140.17万1.26%10,130 —— — —
SPYG SPDR SERIES TRUST $138.10万1.24%14,105 —— — —
LRCX LAM RESEARCH CORP $135.13万1.22%6,324 —— — —
ZECP ZACKS TRUST $134.64万1.21%39,798 —— — —
SCHG SCHWAB STRATEGIC TR $127.78万1.15%43,864 —— — —
ORCL ORACLE CORP $124.88万1.12%8,489 —— — —
IQLT ISHARES TR $123.72万1.11%26,761 —— — —
TTEQ T ROWE PRICE ETF INC $121.23万1.09%40,067 —— — —
NAC NUVEEN CA DIVI ADV MUN $111.76万1.01%95,930 —— — —
SPEM SPDR INDEX SHS FDS $111.67万1.01%23,805 —— — —
IWF ISHARES TR $109.94万0.99%2,578 —— — —
VEA VANGUARD TAX-MANAGED FDS $105.45万0.95%16,455 —— — —
— NEOS ETF TRUST $99.23万0.89%30,272 —— — —
IJR ISHARES TR $94.09万0.85%7,569 —— — —
IMCG ISHARES TR $92.32万0.83%11,720 —— — —
AGG ISHARES TR $85.74万0.77%8,637 —— — —
INTC INTEL CORP $84.40万0.76%19,126 —— — —
NVDA NVIDIA CORPORATION $83.93万0.76%4,812 —— — —
XNEAX NUVEEN AMT FREE QLTY MUN INC $82.41万0.74%73,386 —— — —
V VISA INC $81.24万0.73%2,688 —— — —
VO VANGUARD INDEX FDS $80.68万0.73%2,809 —— — —
SPYM SPDR SERIES TRUST $80.49万0.72%10,516 —— — —
URTH ISHARES INC $79.26万0.71%4,403 —— — —
FTCS FIRST TR EXCHANGE-TRADED FD $78.74万0.71%8,489 —— — —
GLD SPDR GOLD TR $76.46万0.69%1,777 —— — —
GOOGL ALPHABET INC $75.39万0.68%2,622 —— — —
BBN BLACKROCK TAX MUNICPAL BD TR $71.71万0.65%44,345 —— — —
ETH GRAYSCALE ETHEREUM STAKING $70.67万0.64%35,290 —— — —
SCHD SCHWAB STRATEGIC TR $66.90万0.60%21,805 —— — —
ACWV ISHARES INC $65.74万0.59%5,501 —— — —
— NXG NEXTGEN INFRASTR INCM FD $57.87万0.52%10,536 —— — —
BTT BLACKROCK MUN TARGET TERM TR $56.49万0.51%24,887 —— — —
SMIZ ZACKS TRUST $55.50万0.50%14,972 —— — —
USMV ISHARES TR $51.70万0.47%5,574 —— — —
— ZACKS TRUST $50.87万0.46%18,870 —— — —
MNST MONSTER BEVERAGE CORP NEW $47.82万0.43%6,600 —— — —
SPMD SPDR SERIES TRUST $47.04万0.42%7,943 —— — —
UBER UBER TECHNOLOGIES INC $46.57万0.42%6,475 —— — —
IVV ISHARES TR $45.27万0.41%693 —— — —
IJH ISHARES TR $43.25万0.39%6,405 —— — —
AMZN AMAZON COM INC $43.15万0.39%2,072 —— — —
SPYV SPDR SERIES TRUST $42.87万0.39%7,578 —— — —
FVAL FIDELITY COVINGTON TRUST $41.94万0.38%6,043 —— — —
GS GOLDMAN SACHS GROUP INC $41.13万0.37%486 —— — —
LGLV SPDR SERIES TRUST $40.31万0.36%2,263 —— — —
AMD ADVANCED MICRO DEVICES INC $40.24万0.36%1,978 —— — —
NOW SERVICENOW INC $39.88万0.36%3,814 —— — —
SPSM SPDR SERIES TRUST $39.70万0.36%8,224 —— — —
DYNF BLACKROCK ETF TRUST $39.50万0.36%6,790 —— — —
VXF VANGUARD INDEX FDS $39.30万0.35%1,909 —— — —
FISR SSGA ACTIVE TR $38.30万0.34%14,891 —— — —
VMBS VANGUARD SCOTTSDALE FDS $37.02万0.33%7,884 —— — —
COST COSTCO WHOLESALE CORPORATION $35.17万0.32%353 —— — —
PKW INVESCO EXCHANGE TRADED FD T $34.96万0.31%2,664 —— — —
IWR ISHARES TR $34.03万0.31%3,500 —— — —
SPIB SPDR SERIES TRUST $33.61万0.30%10,022 —— — —
MCD MCDONALDS CORP $32.45万0.29%1,044 —— — —
DFUS DIMENSIONAL ETF TRUST $32.43万0.29%4,573 —— — —
NBB NUVEEN TAXABLE MUNICPAL INM $31.51万0.28%20,124 —— — —
PY PRINCIPAL EXCHANGE TRADED FD $30.75万0.28%5,973 —— — —
VGSH VANGUARD SCOTTSDALE FDS $30.25万0.27%5,168 —— — —
VLU SPDR SERIES TRUST $30.10万0.27%1,400 —— — —
GOOG ALPHABET INC $29.43万0.26%1,026 —— — —
IOO ISHARES TR $29.02万0.26%2,399 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $27.88万0.25%825 —— — —
SCHE SCHWAB STRATEGIC TR $26.85万0.24%8,150 —— — —
VCIT VANGUARD SCOTTSDALE FDS $26.15万0.24%3,160 —— — —
— GUGGENHEIM TAXABLE MUNICP BO $25.44万0.23%17,543 —— — —
AMGN AMGEN INC $24.42万0.22%694 —— — —
AVGO BROADCOM INC $23.83万0.21%770 —— — —
GWX SPDR INDEX SHS FDS $23.45万0.21%5,553 —— — —
VOE VANGUARD INDEX FDS $21.53万0.19%1,168 —— — —
SPAB SPDR SERIES TRUST $21.41万0.19%8,358 —— — —
CVX CHEVRON CORPORATION $21.21万0.19%1,025 —— — —
JNJ JOHNSON & JOHNSON $20.96万0.19%857 —— — —
META META PLATFORMS INC $20.95万0.19%366 —— — —
VWO VANGUARD INTL EQUITY INDEX F $20.56万0.19%3,804 —— — —
IBIT ISHARES BITCOIN TRUST ETF $20.44万0.18%5,321 —— — —
IVW ISHARES TR $20.10万0.18%1,777 —— — —
VCSH VANGUARD SCOTTSDALE FDS $20.03万0.18%2,527 —— — —
BHK BLACKROCK CORE BD TR $19.28万0.17%21,048 —— — —
— CBRE GBL REAL ESTATE INC FD $12.90万0.12%29,386 —— — —