13FBOX
Intentional Wealth Strategies, LLC · 13F 持仓分析
期权收益计算器 机构排行

Intentional Wealth Strategies, LLC

No.9046 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.07亿
环比变动 Q1 2026
-$72.7万-0.7%
持仓股票数
68
新买入
3
加仓
22
减仓
33
清仓
877
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
20.91%14.97%$2,230.2万3.2万股$1,607.7万2.7万股+5,567股+20.69%加仓
I景顺·NASDAQ 100 ETFQQQM
8.78%7.25%$935.9万3.1万股$778.2万3.3万股-1,858股-5.67%减仓
TTOUCHSTONE ETF TRUSTTDI
6.47%0.02%$689.6万15.4万股$2.0万487股+15.3万股+31,421.15%加仓
B贝莱德ETF信托DYNF
6.37%6.96%$679.8万10.0万股$746.9万12.8万股-2.8万股-22.14%减仓
BBNY MELLON ETF TRUST IIBKDV
5.37%6.35%$572.5万17.1万股$681.8万23.0万股-5.9万股-25.64%减仓
A美国世纪ETF信托AVEM
3.44%4.89%$367.3万3.8万股$525.6万6.5万股-2.7万股-41.63%减仓
B贝莱德ETF信托BAI
3.42%2.61%$364.7万6.9万股$280.1万8.5万股-1.6万股-18.62%减仓
I景顺QQQ信托VOO
3.05%2.44%$325.5万4,420股$262.2万4,542股-122股-2.69%减仓
B贝莱德ETF信托THRO
2.86%3.14%$305.3万7.1万股$337.6万9.3万股-2.2万股-24.01%减仓
V先锋领航指数基金VXF
2.4%2.14%$256.1万1.0万股$229.5万1.1万股-748股-6.71%减仓
B贝莱德ETF信托BLCR
2.15%$229.1万4.5万股$00股+4.5万股新买入
B贝莱德ETF信托IALT
2.12%$226.2万8.1万股$00股+8.1万股新买入
GGlobal X基金SHLD
1.88%1.26%$200.3万3.4万股$135.0万1.9万股+1.4万股+76.03%加仓
IiShares安硕信托IXUS
1.79%1.73%$191.3万2.0万股$186.2万2.1万股-1,448股-6.74%减仓
NNEW YORK LIFE INVESTMENTS ETHFXI
1.79%1.63%$191.0万5.0万股$174.9万5.2万股-1,944股-3.73%减仓
NNOMURA ETF TRHTAX
1.68%1.6%$179.1万7.2万股$172.0万7.1万股+711股+1.00%加仓
IiShares黄金信托IAU
1.64%1.88%$174.4万2.3万股$202.3万2.3万股+158股+0.69%加仓
苹果AAPL
1.51%1.34%$161.3万5,575股$144.0万5,674股-99股-1.74%减仓
IiShares安硕信托STIP
1.36%1.54%$145.3万1.4万股$164.9万1.6万股-1,725股-10.82%减仓
S嘉信策略信托SCHD
1.31%1.32%$140.0万4.4万股$142.2万4.6万股-2,194股-4.73%减仓
IiShares安硕信托GVI
1.29%1.43%$137.1万1.3万股$153.6万1.4万股-1,733股-11.98%减仓
B贝莱德·ETF TRUST IIBINC
1.28%1.69%$136.7万2.6万股$181.7万3.5万股-8,854股-25.31%减仓
PProShares信托REGL
0.79%0.84%$84.4万9,218股$90.6万1.0万股-1,266股-12.08%减仓
IiShares安硕信托IEFA
0.77%0.83%$82.5万8,546股$89.0万9,835股-1,289股-13.11%减仓
谷歌AGOOGL
0.74%0.57%$78.4万2,194股$61.6万2,141股+53股+2.48%加仓
IiShares安硕·COREIJH
0.72%0.67%$76.3万9,891股$72.2万1.1万股-794股-7.43%减仓
IiShares安硕信托IDV
0.62%0.64%$66.6万1.6万股$68.4万1.6万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.61%0.53%$65.6万878股$57.1万878股00.00%持仓不变
西部数据WDC
0.61%0.26%$64.8万1,015股$27.8万1,028股-13股-1.26%减仓
AABRDN SILVER ETF TRUSTSIVR
0.59%0.6%$63.0万1.1万股$65.0万9,071股+2,141股+23.60%加仓
AAvantis·U SAVUV
0.59%0.66%$62.5万5,008股$71.1万6,432股-1,424股-22.14%减仓
博通AVGO
0.53%0.45%$57.0万1,508股$48.7万1,574股-66股-4.19%减仓
SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB
0.49%0.46%$52.7万1.7万股$49.8万1.8万股-1,007股-5.50%减仓
希捷STX
0.47%0.19%$49.8万516股$20.1万514股+2股+0.39%加仓
微软MSFT
0.44%0.42%$47.3万1,269股$44.9万1,212股+57股+4.70%加仓
摩根大通JPM
0.4%0.37%$43.2万1,319股$39.7万1,348股-29股-2.15%减仓
强生JNJ
0.4%0.38%$42.4万1,671股$40.6万1,662股+9股+0.54%加仓
美光科技MU
0.38%0.11%$40.7万353股$11.6万344股+9股+2.62%加仓
亚马逊AMZN
0.38%0.31%$40.7万1,707股$33.0万1,584股+123股+7.77%加仓
EEA SERIES TRUSTBSVO
0.35%0.29%$37.7万1.3万股$31.6万1.2万股+450股+3.61%加仓
IiShares安硕·COREIJR
0.35%0.33%$37.4万2,523股$35.3万2,839股-316股-11.13%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.34%0.33%$36.7万1.1万股$35.9万1.1万股00.00%持仓不变
IInnovator ETF信托PNOV
0.33%0.31%$35.6万8,029股$32.8万8,029股00.00%持仓不变
IInnovator ETF信托ZMAR
0.33%0.33%$35.5万1.3万股$35.1万1.3万股-154股-1.21%减仓
SSCHWAB MUNICIPAL BOND ETFSCMB
0.33%$35.0万1.4万股$00股+1.4万股新买入
VVICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETFCDL
0.32%0.32%$34.1万5,198股$34.0万5,505股-307股-5.58%减仓
思科CSCO
0.31%0.19%$33.4万2,840股$20.5万2,636股+204股+7.74%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.31%0.3%$32.9万6,272股$32.7万6,228股+44股+0.71%加仓
V先锋领航白厅基金VYMI
0.31%0.29%$32.7万3,333股$31.4万3,333股00.00%持仓不变
艾伯维ABBV
0.29%0.25%$30.6万1,218股$26.5万1,217股+1股+0.08%加仓

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