小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Intellus Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Intellus Advisors LLC
报告期 2026-03-31 · CIK 0002055137
持仓数
125
前50大市值合计
$699.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 102 项
建仓 14
增持 45
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
VDE
VANGUARD ENERGY ETF
-$12.8M
0
-100%
建仓
QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
+$11.8M
227,717
清仓
FIS
FIDELITY NATL INFORMATION SVCS
-$11.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$10.5M
186,096
清仓
PPA
INVESCO AEROSPACE & DEFENSE ETF
-$7.6M
0
-100%
增持
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$4.8M
948,864
+9%
增持
QQQ
INVESCO QQQ TR
-$4.7M
122,893
+1%
减持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
+$4.5M
225,302
-3%
增持
AVGO
BROADCOM INCORPORATED
-$3.6M
56,493
+0%
减持
FNV
FRANCO NEV CORPORATION (CANADA)
+$3.5M
96,624
-3%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$3.0M
85,237
-0%
建仓
TLT
ISHARES TR 20 YR TR BD ETF
+$1.8M
20,000
减持
IAU
ISHARES GOLD TR ISHARES NEW
+$1.8M
687,451
-12%
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$1.7M
539,148
+6%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$1.5M
4,021
-74%
增持
MSFT
MICROSOFT CORPORATION
-$1.5M
38,949
+2%
增持
AAPL
APPLE INCORPORATED
-$1.4M
94,778
+6%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$1.3M
5,967
-54%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$1.2M
647,659
+2%
清仓
IJR
ISHARES TR CORE S&P SCP ETF
-$1.1M
0
-100%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.0M
10,159
清仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
-$927.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$818.6K
49,311
+7%
建仓
PFE
PFIZER INCORPORATED
+$791.8K
31,247
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$790.7K
48,659
-0%
建仓
JOE
ST JOE COMPANY
+$704.3K
15,000
减持
LMT
LOCKHEED MARTIN CORPORATION
-$688.6K
1,080
-55%
增持
JAVA
J P MORGAN ETF ACTIVE VALUE ETF
+$605.4K
449,842
+2%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$565.0K
495,174
+5%
建仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$552.3K
2,538
增持
UNP
UNION PAC CORPORATION
+$551.1K
47,069
+2%
建仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS)
+$550.3K
7,817
减持
SOFI
SOFI TECHNOLOGIES INCORPORATED
-$485.0K
125,433
-1%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$434.9K
198,782
+3%
增持
AMZN
AMAZON COM INCORPORATED
-$428.8K
16,792
+2%
增持
SLV
ISHARES SILVER TR ISHARES
+$378.0K
46,644
+15%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$370.9K
6,459
+166%
减持
—
EXXON MOBIL CORPORATION
+$329.7K
29,133
-0%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$317.7K
8,740
-1%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$317.4K
23,446
-1%
建仓
UBER
UBER TECHNOLOGIES INCORPORATED
+$309.4K
4,247
增持
MRSH
MARSH & MCLENNAN COMPANIES INCORPORATED
+$293.9K
2,241
+88%
建仓
IBM
INTERNATIONAL BUSINESS MACHINES
+$267.3K
1,075
清仓
XLRE
SPDR REAL ESTATE SELECT SECTOR FUND
-$259.6K
0
-100%
清仓
MBWM
MERCANTILE BK CORPORATION
-$243.2K
0
-100%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$230.9K
4,561
建仓
—
EATON CORPORATION PLC SHS (IRELAND)
+$229.2K
843
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$225.8K
56,569
+3%
清仓
IWM
ISHARES TR RUSSELL 2000 ETF
-$221.0K
0
-100%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$209.5K
0
-100%
建仓
ORCL
ORACLE CORPORATION
+$204.5K
1,463
建仓
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
+$203.9K
9,239
清仓
DKNG
DRAFTKINGS INCORPORATED NEW COM CLASS A
-$202.0K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$199.2K
39,285
-5%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$186.9K
66,237
-1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$161.5K
213,360
+1%
减持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$145.7K
40,791
-0%
增持
V
VISA INCORPORATED COM CLASS A
+$136.0K
3,932
+0%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$133.1K
60,931
-2%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
-$119.4K
5,381
-4%
减持
CVX
CHEVRON CORPORATION NEW
-$112.9K
2,617
-31%
减持
T
AT&T INCORPORATED
+$107.9K
20,642
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$102.7K
7,192
+0%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$100.1K
19,322
+4%
增持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$99.7K
55,500
+5%
减持
SPY
SPDR S&P 500 ETF
-$99.6K
1,713
-5%
增持
ADBE
ADOBE INCORPORATED
-$96.8K
1,830
+2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$90.7K
46,902
+2%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$89.6K
92,015
+0%
增持
JNJ
JOHNSON & JOHNSON
+$86.3K
4,051
+0%
减持
CRM
SALESFORCE INCORPORATED
-$82.9K
750
-12%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$82.6K
51,818
+2%
增持
DIS
DISNEY WALT COMPANY
-$73.5K
5,823
+0%
增持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
+$66.3K
1,862
+8%
减持
GLD
SPDR GOLD SHARES
+$55.3K
2,254
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$55.0K
1,236
-7%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD
+$45.3K
32,254
+3%
增持
HD
HOME DEPOT INCORPORATED
-$44.5K
1,982
+0%
增持
CAT
CATERPILLAR INCORPORATED
-$40.8K
1,247
+0%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$36.6K
314,599
+1%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
+$35.8K
17,373
+13%
增持
TSLA
TESLA INCORPORATED
-$33.9K
1,192
+40%
增持
PANW
PALO ALTO NETWORKS INCORPORATED
+$32.1K
1,440
+23%
增持
DE
DEERE & COMPANY
+$29.9K
648
+0%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$29.9K
1,686
+16%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
-$28.3K
84,643
-3%
减持
SII
SPROTT INCORPORATED COM NEW (CANADA)
+$28.1K
21,471
-3%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$23.3K
1,528
-6%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$21.5K
8,327
+0%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$21.0K
4,769
-0%
清仓
—
CREATIVE MEDIA & CMNTY TR COM NEW REIT
-$20.6K
0
-100%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$20.2K
124,197
-2%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
+$19.9K
18,002
+7%
清仓
PGEN
PRECIGEN INCORPORATED
-$17.8K
0
-100%
减持
MCD
MCDONALDS CORPORATION
+$14.1K
2,841
-6%
增持
PPT
PUTNAM PREMIER INCOME TR SH BEN INT
+$10.0K
103,110
+1%
增持
PG
PROCTER AND GAMBLE COMPANY
+$8.8K
2,870
+0%
增持
TSI
TCW STRATEGIC INCOME FD INCORPORATED
+$7.4K
46,918
+2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CLASS A
-$6.6K
143,116
+0%
增持
NEE
NEXTERA ENERGY INCORPORATED
-$2.1K
3,025
+0%
减持
ISD
PGIM HIGH YIELD BOND FUND INCORPORATED
-$1.8K
10,908
-5%
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
+$71
88,558
-1%
