Intentional Wealth Strategies, LLC 13F 持仓 · 2026年Q2
Intentional Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 1.07 亿美元。前几大持仓：VOO（20.91%）、QQQM（8.78%）、TDI（6.47%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $22.3M | 20.91% | 32,472 | 增持 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $9.4M | 8.78% | 30,890 | 减持 |
| 3 | TDI | TOUCHSTONE ETF TRUST | $6.9M | 6.47% | 153,508 | 增持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $6.8M | 6.37% | 99,950 | 减持 |
| 5 | BKDV | BNY MELLON ETF TRUST II | $5.7M | 5.37% | 170,948 | 减持 |
| 6 | AVEM | AMERICAN CENTY ETF TR | $3.7M | 3.44% | 38,071 | 减持 |
| 7 | BAI | BLACKROCK ETF TRUST | $3.6M | 3.42% | 69,172 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $3.3M | 3.05% | 4,420 | 减持 |
| 9 | THRO | BLACKROCK ETF TRUST | $3.1M | 2.86% | 70,822 | 减持 |
| 10 | VXF | VANGUARD INDEX FDS | $2.6M | 2.40% | 10,403 | 减持 |
| 11 | BLCR | BLACKROCK ETF TRUST | $2.3M | 2.15% | 45,492 | 新建仓 |
| 12 | IALT | BLACKROCK ETF TRUST | $2.3M | 2.12% | 80,649 | 新建仓 |
| 13 | SHLD | GLOBAL X FDS | $2.0M | 1.88% | 33,545 | 增持 |
| 14 | HFXI | NEW YORK LIFE INVESTMENTS ET | $1.9M | 1.79% | 50,135 | 减持 |
| 15 | IXUS | ISHARES TR | $1.9M | 1.79% | 20,044 | 减持 |
| 16 | HTAX | NOMURA ETF TR | $1.8M | 1.68% | 71,836 | 增持 |
| 17 | IAU | ISHARES GOLD TR | $1.7M | 1.64% | 23,101 | 增持 |
| 18 | AAPL | APPLE INC | $1.6M | 1.51% | 5,575 | 减持 |
| 19 | STIP | ISHARES TR | $1.5M | 1.36% | 14,222 | 减持 |
| 20 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 1.31% | 44,164 | 减持 |
| 21 | MUB | ISHARES TR | $1.4M | 1.29% | 12,737 | 减持 |
| 22 | BINC | BLACKROCK ETF TRUST II | $1.4M | 1.28% | 26,127 | 减持 |
| 23 | REGL | PROSHARES TR | $844,092 | 0.79% | 9,218 | 减持 |
| 24 | IEFA | ISHARES TR | $825,373 | 0.77% | 8,546 | 减持 |
| 25 | GOOGL | ALPHABET INC | $784,070 | 0.74% | 2,194 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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