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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 117 项
建仓 23
增持 65
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
+$24.7M
626,923
+175%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$20.9M
523,325
+181%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$14.1M
102,341
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。
+2445%
清仓
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$12.0M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$11.0M
124,379
+1%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CLASS A
-$10.9M
0
-100%
建仓
LLY
ELI LILLY & COMPANY
+$6.2M
7,998
减持
AVGO
BROADCOM INCORPORATED
+$6.0M
55,980
-1%
增持
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$5.6M
1,025,523
+8%
增持
MSFT
MICROSOFT CORPORATION
+$4.8M
39,052
+0%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$3.9M
23,558
+0%
减持
NVDA
NVIDIA CORPORATION
-$3.3M
13,079
-73%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$3.0M
216,854
+2%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$2.7M
65,511
-1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$2.2M
87,095
+2%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$2.0M
325,463
+3%
减持
—
EXXON MOBIL CORPORATION
-$1.9M
14,629
-50%
清仓
TLT
ISHARES TR 20 YR TR BD ETF
-$1.8M
0
-100%
清仓
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
-$1.8M
0
-100%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$1.7M
20,451
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$1.7M
36,660
-7%
建仓
SHV
ISHARES TR SHORT TREAS BD
+$1.7M
15,231
建仓
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
+$1.6M
13,323
增持
JAVA
J P MORGAN ETF ACTIVE VALUE ETF
+$1.6M
460,972
+2%
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$1.6M
550,926
+2%
建仓
PALL
ABRDN PHYSICAL PALLADIUM SHARES ETF
+$1.4M
13,762
减持
IAU
ISHARES GOLD TR ISHARES NEW
+$1.1M
668,222
-3%
增持
SOFI
SOFI TECHNOLOGIES INCORPORATED
+$1.1M
140,923
+12%
建仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
+$1.1M
13,600
增持
AAPL
APPLE INCORPORATED
-$930.9K
98,076
+3%
建仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$828.0K
10,955
清仓
PFE
PFIZER INCORPORATED
-$791.8K
0
-100%
增持
AMZN
AMAZON COM INCORPORATED
+$742.8K
17,948
+7%
清仓
JOE
ST JOE COMPANY
-$704.3K
0
-100%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$665.0K
475,582
-4%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$641.2K
660,409
+2%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$559.4K
1,452
+138%
清仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS)
-$550.3K
0
-100%
建仓
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$535.2K
6,391
建仓
EWJ
ISHARES INCORPORATED MSCI JPN ETF NEW
+$461.1K
6,150
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$453.0K
1,237
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$439.8K
48,664
+0%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$373.7K
10,533
+63%
建仓
PRF
INVESCO RAFI US 1000 ETF
+$355.1K
8,400
建仓
IWF
ISHARES TR RUS 1000 GRW ETF
+$352.0K
829
增持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
+$346.8K
1,970
+6%
建仓
SSRM
SSR MINING IN (CANADA)
+$318.5K
25,000
增持
RJF
RAYMOND JAMES FINL INCORPORATED
+$310.7K
6,899
+28%
清仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$290.9K
0
-100%
增持
SLV
ISHARES SILVER TR ISHARES
+$288.3K
52,844
+13%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$278.4K
1,673
+9%
建仓
GEV
GE VERNOVA INCORPORATED
+$270.4K
511
建仓
KNO
AXS KNOWLEDGE LEADERS ETF
+$269.8K
5,507
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$266.8K
7,514
-26%
减持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
+$260.0K
197,664
-12%
建仓
SNOW
SNOWFLAKE INCORPORATED CLASS A
+$257.3K
1,150
建仓
MTUM
ISHARES TR MSCI USA MMENTM
+$247.5K
1,030
建仓
RTX
RTX CORPORATION
+$246.5K
1,688
建仓
SE
SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS)
+$239.9K
1,500
建仓
DKNG
DRAFTKINGS INCORPORATED NEW COM CLASS A
+$232.9K
5,430
增持
SPY
SPDR S&P 500 ETF
+$224.9K
1,915
+12%
增持
ORCL
ORACLE CORPORATION
+$224.0K
1,960
+34%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$223.5K
337
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$212.4K
201,974
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$210.7K
7,197
+0%
建仓
PRFZ
INVESCO RAFI US 1500 SMALL--MID ETF
+$210.1K
5,165
建仓
BAC
BANK AMERICA CORPORATION
+$207.8K
4,390
减持
FNV
FRANCO NEV CORPORATION (CANADA)
+$191.8K
94,045
-3%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$180.7K
52,894
+2%
增持
DIS
DISNEY WALT COMPANY
+$176.5K
6,058
+4%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$158.3K
8,590
-2%
增持
TSLA
TESLA INCORPORATED
+$155.5K
1,462
+23%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$143.2K
57,367
+1%
增持
CTAS
CINTAS CORPORATION
+$141.3K
4,784
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$137.0K
1,073
-13%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$135.7K
62,707
+3%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$121.4K
48,232
+3%
增持
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$119.2K
3,038
+20%
增持
WMT
WALMART INCORPORATED
+$118.6K
4,712
+21%
增持
V
VISA INCORPORATED COM CLASS A
+$111.5K
4,195
+7%
增持
CAT
CATERPILLAR INCORPORATED
+$101.2K
1,320
+6%
增持
PANW
PALO ALTO NETWORKS INCORPORATED
+$100.1K
1,690
+17%
减持
SDY
SPDR S&P DIVIDEND ETF
-$87.1K
4,953
-12%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$75.7K
6,104
+2%
增持
HD
HOME DEPOT INCORPORATED
+$63.1K
2,153
+9%
减持
—
EATON CORPORATION PLC SHS (IRELAND)
+$61.8K
815
-3%
增持
MCD
MCDONALDS CORPORATION
-$57.0K
2,842
+0%
减持
CSCO
CISCO SYSTEMS INCORPORATED
+$53.0K
8,171
-2%
增持
ABBV
ABBVIE INCORPORATED
-$52.3K
4,362
+6%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$50.9K
97,154
+6%
减持
VUG
VANGUARD GROWTH ETF
+$41.2K
675
-2%
增持
UNP
UNION PAC CORPORATION
+$32.4K
48,470
+3%
减持
MPC
MARATHON PETE CORPORATION
+$31.1K
1,775
-2%
增持
SO
SOUTHERN COMPANY
+$29.3K
3,225
+11%
增持
DE
DEERE & COMPANY
+$25.8K
649
+0%
减持
NOC
NORTHROP GRUMMAN CORPORATION
-$23.6K
697
-4%
增持
MRK
MERCK & COMPANY INCORPORATED
-$22.8K
3,781
+5%
建仓
PGEN
PRECIGEN INCORPORATED
+$22.5K
15,870
增持
PG
PROCTER AND GAMBLE COMPANY
+$21.4K
3,205
+12%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$21.4K
4,978
+9%
增持
JNJ
JOHNSON & JOHNSON
-$21.4K
4,258
+5%
增持
PPT
PUTNAM PREMIER INCOME TR SH BEN INT
+$19.8K
106,830
+4%
增持
ADBE
ADOBE INCORPORATED
+$17.7K
1,860
+2%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
+$17.4K
9,721
+5%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
-$17.4K
85,383
+1%
增持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$14.8K
126,464
+2%
增持
TSI
TCW STRATEGIC INCOME FD INCORPORATED
+$14.8K
49,754
+6%
减持
IWB
ISHARES TR RUS 1000 ETF
+$12.8K
688
-4%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
+$12.7K
18,806
+8%
增持
SHW
SHERWIN WILLIAMS COMPANY
+$12.4K
1,104
+5%
减持
T
AT&T INCORPORATED
+$12.2K
20,592
-0%
增持
ISD
PGIM HIGH YIELD BOND FUND INCORPORATED
+$9.5K
11,642
+7%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$8.7K
7,396
+2%
增持
MMD
NYLI MACKAY DEFINEDTERM MUNI
+$7.6K
90,806
+3%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD
+$7.4K
33,127
+3%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
-$7.3K
19,341
+7%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$1.9K
1,541
-9%
