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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 10
增持 40
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$12.3M
695,154
+33%
清仓
UNP
UNION PAC CORPORATION
-$11.2M
0
-100%
建仓
FSCC
FEDERATED HERMES MDT SMALL CAP CORE ETF
+$8.9M
300,525
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。
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$7.3M
672,964
+1%
增持
QQQ
INVESCO QQQ TR
+$6.4M
125,007
+1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$5.8M
87,201
+0%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$5.8M
365,753
-23%
增持
QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
+$5.8M
689,690
+10%
减持
FNV
FRANCO NEV CORPORATION (CANADA)
+$5.3M
92,717
-1%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$4.1M
25,688
+26%
减持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
+$3.9M
193,175
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.9M
219,033
+1%
增持
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$2.2M
1,046,900
+2%
增持
JAVA
J P MORGAN ETF ACTIVE VALUE ETF
+$2.2M
469,239
+2%
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$2.2M
103,080
+1%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$2.0M
32,115
减持
AVGO
BROADCOM INCORPORATED
+$1.8M
52,341
-7%
减持
AAPL
APPLE INCORPORATED
+$1.8M
86,055
-12%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$1.7M
328,987
+1%
清仓
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
-$1.6M
0
-100%
建仓
SOXX
ISHARES TR ISHARES SEMICDTR
+$1.6M
5,908
减持
JPM
JPMORGAN CHASE & COMPANY.
+$1.6M
65,194
-0%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$1.5M
605,278
-8%
清仓
SII
SPROTT INCORPORATED COM NEW (CANADA)
-$1.5M
0
-100%
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$1.4M
560,918
+2%
清仓
PALL
ABRDN PHYSICAL PALLADIUM SHARES ETF
-$1.4M
0
-100%
减持
SHV
ISHARES TR SHORT TREAS BD
-$1.1M
5,074
-67%
增持
RJF
RAYMOND JAMES FINL INCORPORATED
+$978.7K
11,801
+71%
减持
SOFI
SOFI TECHNOLOGIES INCORPORATED
+$910.8K
131,606
-7%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$846.7K
48,670
+0%
减持
MSFT
MICROSOFT CORPORATION
+$787.2K
39,023
-0%
清仓
ADBE
ADOBE INCORPORATED
-$719.6K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INCORPORATED
-$665.9K
4,600
-66%
建仓
TBBK
BANCORP INCORPORATED DEL
+$636.0K
8,493
减持
LLY
ELI LILLY & COMPANY
-$538.1K
7,466
-7%
增持
SLV
ISHARES SILVER TR ISHARES
+$511.8K
53,000
+0%
清仓
EWJ
ISHARES INCORPORATED MSCI JPN ETF NEW
-$461.1K
0
-100%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$455.5K
5,566
-47%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$436.5K
209,349
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$428.8K
25,045
-32%
增持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$403.4K
16,200
+48%
减持
NVDA
NVIDIA CORPORATION
+$322.1K
12,801
-2%
清仓
—
PENNS WOODS BANCORP INCORPORATED
-$320.3K
0
-100%
清仓
SSRM
SSR MINING IN (CANADA)
-$318.5K
0
-100%
建仓
NWBI
NORTHWEST BANCSHARES INCORPORATED MD
+$311.7K
25,159
清仓
—
EATON CORPORATION PLC SHS (IRELAND)
-$290.9K
0
-100%
减持
V
VISA INCORPORATED COM CLASS A
-$286.5K
3,524
-16%
清仓
SE
SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS)
-$239.9K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
+$236.7K
775
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$219.9K
52,907
+0%
建仓
MU
MICRON TECHNOLOGY INCORPORATED
+$213.8K
1,278
建仓
DVY
ISHARES TR SELECT DIVID ETF
+$213.2K
1,500
建仓
WFC
WELLS FARGO COMPANY NEW
+$204.5K
2,440
清仓
CRM
SALESFORCE INCORPORATED
-$204.5K
0
-100%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
+$204.3K
211
增持
GLD
SPDR GOLD SHARES
+$197.7K
2,489
+10%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$192.3K
102,463
-19%
减持
AMZN
AMAZON COM INCORPORATED
-$185.6K
17,088
-5%
增持
HD
HOME DEPOT INCORPORATED
+$148.4K
2,314
+7%
减持
PG
PROCTER AND GAMBLE COMPANY
-$146.5K
2,370
-26%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
-$139.8K
69,903
-18%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$131.4K
48,447
+0%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
+$130.4K
26,525
+41%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$127.9K
7,055
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$126.8K
1,289
+20%
减持
JNJ
JOHNSON & JOHNSON
+$117.4K
4,141
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$110.9K
730
-32%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$110.0K
23,527
-0%
减持
PANW
PALO ALTO NETWORKS INCORPORATED
-$106.8K
1,174
-31%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
+$99.6K
28,934
+50%
增持
PPT
PUTNAM PREMIER INCOME TR SH BEN INT
+$97.9K
132,779
+24%
增持
TSI
TCW STRATEGIC INCOME FD INCORPORATED
+$95.7K
68,796
+38%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD
+$93.9K
38,100
+15%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$93.0K
1,208
-17%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$84.6K
1,303
-15%
增持
MCD
MCDONALDS CORPORATION
+$83.9K
3,008
+6%
增持
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$83.7K
3,056
+1%
减持
CAT
CATERPILLAR INCORPORATED
+$83.5K
1,249
-5%
增持
NOC
NORTHROP GRUMMAN CORPORATION
+$76.4K
698
+0%
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$74.5K
83,842
-8%
减持
—
EXXON MOBIL CORPORATION
+$65.4K
14,567
-0%
增持
ISD
PGIM HIGH YIELD BOND FUND INCORPORATED
+$64.6K
15,967
+37%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$62.3K
64,177
+2%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
+$60.5K
12,538
+29%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$60.3K
56,326
-2%
减持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
-$59.4K
1,925
-2%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$48.8K
99,802
+3%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$45.4K
3,383
+12%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$44.1K
6,080
-0%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$41.6K
1,632
-2%
减持
SPY
SPDR S&P 500 ETF
-$41.4K
1,714
-10%
增持
DE
DEERE & COMPANY
-$32.9K
650
+0%
减持
WMT
WALMART INCORPORATED
-$32.0K
4,160
-12%
减持
SNOW
SNOWFLAKE INCORPORATED COM SHS
-$26.4K
1,024
-11%
增持
DIS
DISNEY WALT COMPANY
-$24.2K
6,350
+5%
减持
TSLA
TESLA INCORPORATED
+$20.3K
1,090
-25%
增持
KO
COCA COLA COMPANY
+$19.6K
4,434
+14%
减持
GEV
GE VERNOVA INCORPORATED
-$18.9K
409
-20%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$18.0K
5,328
+7%
减持
T
AT&T INCORPORATED
-$17.2K
20,492
-0%
减持
ORCL
ORACLE CORPORATION
+$15.8K
1,580
-19%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$11.7K
8,457
+4%
减持
CVX
CHEVRON CORPORATION NEW
+$8.1K
2,465
-6%
减持
BAC
BANK AMERICA CORPORATION
-$7.0K
3,891
-11%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$6.9K
988
-9%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$229
1,125
-9%
