Integrity Wealth Advisors, Inc. 13F 持仓 · 2026年Q1
Integrity Wealth Advisors 在 2026年Q1(报告期截至 2026-03-31)的 SEC 13F 申报中报告了 70 只证券,申报市值合计 1.68 亿美元。前几大持仓:RDVY(12.36%)、DINT(9.97%)、FPE(7.35%)。本季前 25 大持仓中:增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $20.7M | 12.36% | 303,538 | 增持 |
| 2 | DINT | DAVIS FUNDAMENTAL ETF TR | $16.7M | 9.97% | 621,197 | 增持 |
| 3 | FPE | FIRST TR EXCH TRADED FD III | $12.3M | 7.35% | 695,005 | 增持 |
| 4 | GNSS | GENASYS INC | $11.8M | 7.04% | 6.5M | 增持 |
| 5 | GOOG | ALPHABET INC | $8.8M | 5.23% | 30,580 | 增持 |
| 6 | GTO | INVESCO ACTIVELY MANAGED EXC | $8.6M | 5.14% | 183,966 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.3M | 4.96% | 17,376 | 增持 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $5.9M | 3.52% | 116,512 | 增持 |
| 9 | JAAA | JANUS DETROIT STR TR | $5.6M | 3.32% | 110,536 | 增持 |
| 10 | BA | BOEING CO | $5.2M | 3.07% | 25,892 | 增持 |
| 11 | SPTI | SPDR SERIES TRUST | $4.5M | 2.69% | 157,420 | 增持 |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | $4.4M | 2.60% | 18,363 | 增持 |
| 13 | RWL | INVESCO EXCH TRADED FD TR II | $3.6M | 2.13% | 31,123 | 增持 |
| 14 | SPYM | SPDR SERIES TRUST | $3.5M | 2.09% | 45,798 | 增持 |
| 15 | IEFA | ISHARES TR | $3.3M | 1.96% | 36,233 | 增持 |
| 16 | AAPL | APPLE INC | $3.2M | 1.89% | 12,514 | 增持 |
| 17 | CIBR | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.52% | 40,625 | 增持 |
| 18 | FALN | ISHARES TR | $2.4M | 1.41% | 88,396 | 增持 |
| 19 | UUUU | ENERGY FUELS INC | $2.3M | 1.37% | 125,720 | 增持 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $2.3M | 1.36% | 9,405 | 增持 |
| 21 | DWLD | DAVIS FUNDAMENTAL ETF TR | $2.0M | 1.20% | 46,088 | 增持 |
| 22 | JMEE | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.19% | 29,822 | 增持 |
| 23 | BEEM | BEAM GLOBAL | $1.6M | 0.97% | 1.1M | 减持 |
| 24 | SPTL | SPDR SERIES TRUST | $1.5M | 0.88% | 55,982 | 增持 |
| 25 | IJH | ISHARES TR | $1.4M | 0.86% | 21,277 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR