Integrity Wealth Partners, LLC 13F 持仓 · 2026年Q1
Integrity Wealth Partners 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 1.11 亿美元。前几大持仓：JEPI（8.41%）、DFAC（7.18%）、AAPL（6.48%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.3M | 8.41% | 164,789 | 新建仓 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $8.0M | 7.18% | 205,241 | 新建仓 |
| 3 | AAPL | APPLE INC | $7.2M | 6.48% | 28,363 | 新建仓 |
| 4 | SPYI | NEOS ETF TRUST | $5.6M | 5.04% | 113,495 | 新建仓 |
| 5 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.9M | 4.45% | 89,005 | 新建仓 |
| 6 | FTHI | FIRST TR EXCHANGE TRADED FD | $4.7M | 4.25% | 205,814 | 新建仓 |
| 7 | TLT | ISHARES TR | $3.7M | 3.35% | 42,876 | 新建仓 |
| 8 | PDO | PIMCO DYNAMIC INCOME OPRNTS | $3.0M | 2.71% | 233,197 | 新建仓 |
| 9 | MAGS | LISTED FDS TR | $2.7M | 2.47% | 47,340 | 新建仓 |
| 10 | VTI | VANGUARD INDEX FDS | $2.6M | 2.34% | 8,094 | 新建仓 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 2.07% | 3,534 | 新建仓 |
| 12 | IAUI | NEOS ETF TRUST | $2.0M | 1.78% | 34,756 | 新建仓 |
| 13 | QUAL | ISHARES TR | $1.9M | 1.74% | 10,096 | 新建仓 |
| 14 | MSFT | MICROSOFT CORP | $1.7M | 1.52% | 4,548 | 新建仓 |
| 15 | GRNY | TIDAL TRUST I | $1.5M | 1.33% | 61,758 | 新建仓 |
| 16 | SPDW | SPDR INDEX SHS FDS | $1.4M | 1.30% | 31,664 | 新建仓 |
| 17 | XLSR | SSGA ACTIVE TR | $1.4M | 1.29% | 24,756 | 新建仓 |
| 18 | ACWI | ISHARES TR | $1.4M | 1.26% | 10,130 | 新建仓 |
| 19 | SPYG | SPDR SERIES TRUST | $1.4M | 1.24% | 14,105 | 新建仓 |
| 20 | LRCX | LAM RESEARCH CORP | $1.4M | 1.22% | 6,324 | 新建仓 |
| 21 | ZECP | ZACKS TRUST | $1.3M | 1.21% | 39,798 | 新建仓 |
| 22 | SCHG | SCHWAB STRATEGIC TR | $1.3M | 1.15% | 43,864 | 新建仓 |
| 23 | ORCL | ORACLE CORP | $1.2M | 1.12% | 8,489 | 新建仓 |
| 24 | IQLT | ISHARES TR | $1.2M | 1.11% | 26,761 | 新建仓 |
| 25 | TTEQ | T ROWE PRICE ETF INC | $1.2M | 1.09% | 40,067 | 新建仓 |
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