Intergy Private Wealth, LLC 13F 持仓 · 2026年Q2
Intergy Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 4.33 亿美元。前几大持仓：QQQ（19.45%）、SCHD（9.00%）、VEA（6.57%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $84.2M | 19.45% | 114,374 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $39.0M | 9.00% | 1.2M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $28.4M | 6.57% | 399,211 | 增持 |
| 4 | IWP | ISHARES TR | $19.4M | 4.48% | 132,539 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $19.3M | 4.45% | 199,827 | 新建仓 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $18.7M | 4.31% | 673,896 | 增持 |
| 7 | VV | VANGUARD INDEX FDS | $16.5M | 3.81% | 48,026 | 增持 |
| 8 | AVDV | AMERICAN CENTY ETF TR | $14.5M | 3.34% | 140,370 | 减持 |
| 9 | VUG | VANGUARD INDEX FDS | $12.6M | 2.92% | 146,830 | 增持 |
| 10 | SPYG | SPDR SER TR | $10.7M | 2.46% | 89,522 | 减持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $9.3M | 2.16% | 74,913 | 减持 |
| 12 | ESGE | ISHARES INC | $8.9M | 2.06% | 163,205 | 增持 |
| 13 | BIV | VANGUARD BD INDEX FDS | $7.1M | 1.63% | 92,231 | 增持 |
| 14 | IQLT | ISHARES TR | $6.5M | 1.50% | 130,800 | 增持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $5.8M | 1.34% | 36,848 | 减持 |
| 16 | DIA | SPDR DOW JONES INDL AVERAGE | $5.3M | 1.22% | 10,125 | 减持 |
| 17 | ACWI | ISHARES TR | $5.2M | 1.19% | 32,910 | 增持 |
| 18 | AAPL | APPLE INC | $5.0M | 1.15% | 17,168 | 减持 |
| 19 | SPYV | SPDR SER TR | $5.0M | 1.15% | 82,226 | 减持 |
| 20 | IEMG | ISHARES INC | $5.0M | 1.14% | 59,774 | 减持 |
| 21 | AGG | ISHARES TR | $4.3M | 0.99% | 43,102 | 增持 |
| 22 | TLT | ISHARES TR | $4.2M | 0.98% | 49,050 | 增持 |
| 23 | VNQ | VANGUARD INDEX FDS | $4.0M | 0.91% | 41,061 | 增持 |
| 24 | VO | VANGUARD INDEX FDS | $3.8M | 0.88% | 47,095 | 增持 |
| 25 | VTV | VANGUARD INDEX FDS | $3.7M | 0.84% | 16,785 | 新建仓 |
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