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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 106 项
建仓 7
增持 50
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & COMPANY
+$8.4M
13,145
+76%
减持
FNV
FRANCO NEV CORPORATION (CANADA)
-$6.1M
70,495
-24%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$4.9M
83,307
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。
-4%
减持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
-$4.8M
143,092
-26%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$4.6M
99,427
-4%
增持
QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
+$3.6M
715,147
+4%
增持
FSCC
FEDERATED HERMES MDT SMALL CAP CORE ETF
+$2.1M
364,491
+21%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$2.0M
0
-100%
增持
JAVA
J P MORGAN ETF ACTIVE VALUE ETF
+$1.8M
476,628
+2%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$1.7M
58,513
+20%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$1.7M
719,086
+3%
减持
QQQ
INVESCO QQQ TR
+$1.7M
124,867
-0%
增持
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$1.5M
1,047,638
+0%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$1.5M
23,907
+2%
减持
IAU
ISHARES GOLD TR ISHARES NEW
-$1.4M
586,596
-13%
减持
AAPL
APPLE INCORPORATED
+$1.2M
85,140
-1%
增持
MSFT
MICROSOFT CORPORATION
-$1.1M
39,453
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
219,825
+0%
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$992.4K
569,018
+1%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$912.1K
627,174
+4%
增持
AMZN
AMAZON COM INCORPORATED
+$785.4K
19,658
+15%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
+$768.7K
329,586
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$712.6K
21,694
-13%
增持
CAT
CATERPILLAR INCORPORATED
+$701.4K
2,265
+81%
清仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$638.7K
0
-100%
清仓
TBBK
BANCORP INCORPORATED DEL
-$636.0K
0
-100%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$629.3K
352,177
-4%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$587.8K
8,540
-1%
清仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$587.7K
0
-100%
建仓
PEP
PEPSICO INCORPORATED
+$564.2K
3,931
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$504.5K
25,888
+1%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$431.2K
218,133
+4%
减持
SLV
ISHARES SILVER TR ISHARES
+$425.2K
41,460
-22%
清仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
-$386.7K
0
-100%
减持
AVGO
BROADCOM INCORPORATED
-$324.4K
48,955
-6%
减持
SOFI
SOFI TECHNOLOGIES INCORPORATED
-$285.7K
121,899
-7%
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$277.5K
5,144
建仓
SF
STIFEL FINL CORPORATION
+$262.0K
2,092
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$245.9K
118,767
+19%
建仓
APP
APPLOVIN CORPORATION COM CLASS A
+$237.9K
353
清仓
NOW
SERVICENOW INCORPORATED
-$233.8K
0
-100%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$233.7K
69,885
+9%
增持
SPY
SPDR S&P 500 ETF
+$229.5K
2,011
+17%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$229.3K
59,491
+6%
增持
RJF
RAYMOND JAMES FINL INCORPORATED
+$210.3K
13,993
+19%
建仓
WELL
WELLTOWER INCORPORATED REIT
+$206.6K
1,113
增持
SOXX
ISHARES TR ISHARES SEMICDTR
+$203.9K
5,996
+1%
清仓
DKNG
DRAFTKINGS INCORPORATED NEW COM CLASS A
-$203.1K
0
-100%
建仓
AVBC
AVIDIA BANCORP INCORPORATED COMMON STOCK
+$168.1K
10,000
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$165.7K
54,273
+3%
增持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$164.7K
19,539
+21%
建仓
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$150.5K
1,305
减持
HD
HOME DEPOT INCORPORATED
-$149.9K
2,290
-1%
减持
MU
MICRON TECHNOLOGY INCORPORATED
+$148.9K
1,271
-1%
减持
ARKK
ARK ETF TRUST INNOVATION ETF
-$143.6K
10,752
-4%
减持
ORCL
ORACLE CORPORATION
-$136.6K
1,579
-0%
增持
MRK
MERCK & COMPANY INCORPORATED
+$115.6K
4,113
+9%
减持
ABBV
ABBVIE INCORPORATED
-$113.4K
3,924
-10%
增持
—
EXXON MOBIL CORPORATION
+$110.7K
14,568
+0%
减持
VUG
VANGUARD GROWTH ETF
-$104.2K
450
-33%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$102.5K
64,138
-2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$89.7K
6,489
+7%
增持
JNJ
JOHNSON & JOHNSON
+$89.3K
4,142
+0%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$75.7K
863
-13%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$73.5K
8,466
+0%
增持
SNOW
SNOWFLAKE INCORPORATED COM SHS
+$66.3K
1,355
+32%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$61.9K
49,632
+2%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
+$56.7K
31,498
+19%
减持
MTUM
ISHARES TR MSCI USA MMENTM
-$52.6K
845
-18%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$42.7K
7,033
-0%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD
+$42.1K
41,778
+10%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
+$40.7K
16,240
+30%
减持
PG
PROCTER AND GAMBLE COMPANY
-$38.8K
2,270
-4%
增持
TSI
TCW STRATEGIC INCOME FD INCORPORATED
+$35.3K
75,670
+10%
增持
WFC
WELLS FARGO COMPANY NEW
+$34.5K
2,565
+5%
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$34.1K
5,215
-6%
减持
DIS
DISNEY WALT COMPANY
-$32.1K
6,109
-4%
增持
NVDA
NVIDIA CORPORATION
+$29.8K
12,966
+1%
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$29.4K
83,330
-1%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$28.4K
1,621
-1%
增持
UBER
UBER TECHNOLOGIES INCORPORATED
-$27.9K
4,751
+12%
增持
T
AT&T INCORPORATED
-$26.5K
22,230
+8%
增持
ISD
PGIM HIGH YIELD BOND FUND INCORPORATED
+$23.5K
17,494
+10%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
+$23.4K
32,425
+12%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
+$22.5K
101,019
-1%
减持
CVX
CHEVRON CORPORATION NEW
-$22.3K
2,365
-4%
减持
KNO
AXS KNOWLEDGE LEADERS ETF
-$22.2K
4,990
-9%
减持
GLD
SPDR GOLD SHARES
+$20.8K
2,285
-8%
增持
PPT
PUTNAM PREMIER INCOME TR SH BEN INT
+$20.6K
144,211
+9%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$17.2K
5,003
-6%
减持
GEV
GE VERNOVA INCORPORATED
+$13.9K
406
-1%
减持
GE
GE AEROSPACE COM NEW
+$13.4K
2,399
-1%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$10.6K
7,646
+2%
增持
TSLA
TESLA INCORPORATED
+$9.9K
1,100
+1%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
-$9.6K
69,025
-1%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$8.4K
1,449
+11%
增持
DE
DEERE & COMPANY
+$5.8K
651
+0%
增持
MCD
MCDONALDS CORPORATION
+$5.7K
3,010
+0%
减持
NEE
NEXTERA ENERGY INCORPORATED
+$4.0K
3,231
-4%
减持
DVY
ISHARES TR SELECT DIVID ETF
-$1.6K
1,499
-0%
减持
WMT
WALMART INCORPORATED
+$1.3K
3,860
-7%
增持
SHV
ISHARES 0-1 YEAR TREASURY BOND ETF
-$1.2K
5,079
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$1.1K
1,287
-0%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR SHS
-$704
20,300
+2%
减持
BAC
BANK AMERICA CORPORATION
+$330
3,656
-6%
减持
—
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
+$76
191
-9%
