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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
1RDVYFIRST TR EXCHANGE TRADED FD$20.7M12.36%303,538增持
2DINTDAVIS FUNDAMENTAL ETF TR$16.7M9.97%621,197增持
3FPEFIRST TR EXCH TRADED FD III$12.3M7.35%695,005增持
4GNSSGENASYS INC$11.8M7.04%6.5M增持
5GOOGALPHABET INC$8.8M5.23%30,580增持
6GTOINVESCO ACTIVELY MANAGED EXC$8.6M5.14%183,966增持
7BRKBBERKSHIRE HATHAWAY INC DEL$8.3M4.96%17,376增持
8JPSTJ P MORGAN EXCHANGE TRADED F$5.9M3.52%116,512增持
9JAAAJANUS DETROIT STR TR$5.6M3.32%110,536增持
10BABOEING CO$5.2M3.07%25,892增持
11SPTISPDR SERIES TRUST$4.5M2.69%157,420增持
12QQQMINVESCO EXCH TRADED FD TR II$4.4M2.60%18,363增持
13RWLINVESCO EXCH TRADED FD TR II$3.6M2.13%31,123增持
14SPYMSPDR SERIES TRUST$3.5M2.09%45,798增持
15IEFAISHARES TR$3.3M1.96%36,233增持
16AAPLAPPLE INC$3.2M1.89%12,514增持
17CIBRFIRST TR EXCHANGE-TRADED FD$2.5M1.52%40,625增持
18FALNISHARES TR$2.4M1.41%88,396增持
19UUUUENERGY FUELS INC$2.3M1.37%125,720增持
20IBMINTERNATIONAL BUSINESS MACHS$2.3M1.36%9,405增持
21DWLDDAVIS FUNDAMENTAL ETF TR$2.0M1.20%46,088增持
22JMEEJ P MORGAN EXCHANGE TRADED F$2.0M1.19%29,822增持
23BEEMBEAM GLOBAL$1.6M0.97%1.1M减持
24SPTLSPDR SERIES TRUST$1.5M0.88%55,982增持
25IJHISHARES TR$1.4M0.86%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