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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 117 项
建仓 5
增持 52
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
EMN
EASTMAN CHEMICAL COMPANY
+$15.4M
201,900
减持
META
META PLATFORMS INCORPORATED CLASS A
-$13.0M
4,802
-80%
增持
FSCC
FEDERATED HERMES MDT SMALL CAP CORE ETF
+$12.1M
777,023
+113%
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。
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$10.1M
576,692
-20%
减持
WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA)
-$6.3M
80,448
-44%
增持
QQQ
INVESCO QQQ TRUST
-$4.5M
125,077
+0%
增持
MSFT
MICROSOFT CORPORATION
-$4.2M
40,329
+2%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$3.7M
77,838
-7%
减持
FNV
FRANCO NEV CORPORATION (CANADA)
-$3.3M
45,975
-35%
减持
IAU
ISHARES GOLD TR ISHARES NEW
+$3.2M
576,422
-2%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$2.9M
552,985
-12%
增持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$2.8M
571,308
+0%
清仓
SLV
ISHARES SILVER TR ISHARES
-$2.7M
0
-100%
增持
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$2.6M
1,048,081
+0%
减持
AVGO
BROADCOM INCORPORATED
-$2.3M
47,450
-3%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$2.0M
351,446
-0%
增持
LLY
ELI LILLY & COMPANY
-$1.9M
13,255
+1%
减持
JPM
JPMORGAN CHASE & COMPANY
-$1.9M
63,734
-1%
增持
QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
+$1.5M
724,580
+1%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$1.4M
97,662
-2%
清仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-$1.4M
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
-$1.0M
135,037
+11%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
19,677
+52%
增持
AAPL
APPLE INCORPORATED
-$997.1K
87,273
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$869.9K
20,414
-6%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$766.8K
233,446
+7%
减持
—
EXXON MOBIL CORPORATION
+$631.8K
14,057
-4%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$504.6K
26,325
+2%
增持
SHV
ISHARES 0-1 YEAR TREASURY BOND ETF
+$476.1K
9,381
+85%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$432.0K
1,928
+60%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$407.3K
69,973
+0%
清仓
UBER
UBER TECHNOLOGIES INCORPORATED
-$388.2K
0
-100%
增持
JAVA
J P MORGAN ETF ACTIVE VALUE ETF
+$372.2K
481,617
+1%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$371.5K
9,254
+77%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$337.9K
118,982
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$323.1K
223,147
+2%
清仓
SNOW
SNOWFLAKE INCORPORATED COM SHS
-$297.2K
0
-100%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$288.6K
8,336
-2%
清仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$277.5K
0
-100%
建仓
PSX
PHILLIPS 66
+$268.5K
1,474
清仓
SF
STIFEL FINL CORPORATION
-$262.0K
0
-100%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$253.1K
0
-100%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$252.3K
57,280
+6%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$249.6K
1,055
-35%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$248.2K
6,576
-6%
增持
MPC
MARATHON PETE CORPORATION
+$242.7K
2,176
+23%
增持
AMZN
AMAZON COM INCORPORATED
-$242.3K
20,623
+5%
清仓
APP
APPLOVIN CORPORATION COM CLASS A
-$237.9K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)
+$223.7K
571
减持
V
VISA INCORPORATED COM CLASS A
-$221.6K
3,356
-5%
清仓
VUG
VANGUARD GROWTH ETF
-$219.5K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INCORPORATED
-$216.3K
0
-100%
建仓
INTC
INTEL CORPORATION
+$213.8K
4,844
清仓
DVY
ISHARES TR SELECT DIVID ETF
-$211.6K
0
-100%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
-$205.9K
332,314
+1%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
-$204.3K
0
-100%
建仓
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$201.9K
4,400
清仓
BAC
BANK AMERICA CORPORATION
-$201.1K
0
-100%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$184.2K
61,318
+3%
减持
DIS
DISNEY WALT COMPANY
-$181.2K
5,331
-13%
减持
CAT
CATERPILLAR INCORPORATED
+$178.4K
2,083
-8%
增持
SOXX
ISHARES TR ISHARES SEMICDTR
+$167.6K
6,004
+0%
减持
PEP
PEPSICO INCORPORATED
-$154.1K
2,641
-33%
清仓
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
-$150.5K
0
-100%
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$140.8K
73,958
-11%
增持
MRSH
MARSH & MCLENNAN COMPANIES INCORPORATED
+$140.2K
3,205
+43%
减持
TSLA
TESLA INCORPORATED
-$115.1K
1,021
-7%
增持
GEV
GE VERNOVA INCORPORATED
+$96.9K
415
+2%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$93.3K
95,885
-5%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$92.8K
7,209
-15%
增持
CTAS
CINTAS CORPORATION
-$89.9K
4,788
+0%
减持
NZF
NUVEEN MUNICIPAL CREDIT INCOME FUND
-$89.4K
63,949
-7%
减持
LMT
LOCKHEED MARTIN CORPORATION
+$88.2K
837
-3%
减持
HD
HOME DEPOT INCORPORATED
-$88.0K
2,128
-7%
增持
NOC
NORTHROP GRUMMAN CORPORATION
+$79.0K
699
+0%
增持
RJF
RAYMOND JAMES FINL INCORPORATED
-$76.0K
14,995
+7%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$74.5K
7,485
+1%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$73.4K
1,064
-5%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$72.1K
51,089
+3%
减持
GLD
SPDR GOLD SHARES
+$68.2K
2,263
-1%
增持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
+$66.6K
2,211
+10%
减持
GE
GE AEROSPACE COM NEW
-$59.6K
2,394
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$57.0K
1,231
-4%
减持
MCD
MCDONALDS CORPORATION
-$55.9K
2,780
-8%
减持
MU
MICRON TECHNOLOGY INCORPORATED
+$53.5K
1,232
-3%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$50.8K
863
+25%
减持
T
AT&T INCORPORATED
+$49.5K
20,756
-7%
减持
UPS
UNITED PARCEL SVCS INCORPORATED CLASS B
-$47.5K
58,512
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$47.1K
6,722
+4%
减持
JNJ
JOHNSON & JOHNSON
+$43.3K
3,684
-11%
减持
WFC
WELLS FARGO & COMPANY
-$36.8K
2,541
-1%
增持
KO
COCA COLA COMPANY
+$36.7K
4,559
+3%
减持
NEE
NEXTERA ENERGY INCORPORATED
+$36.2K
3,182
-2%
增持
SO
SOUTHERN COMPANY
+$35.6K
3,282
+2%
减持
WMT
WALMART INCORPORATED
+$34.9K
3,741
-3%
增持
ABBV
ABBVIE INCORPORATED
-$27.3K
3,997
+2%
减持
MRK
MERCK & COMPANY INCORPORATED
-$23.5K
3,404
-17%
增持
ORCL
ORACLE CORPORATION
+$22.8K
2,247
+42%
减持
CVX
CHEVRON CORPORATION
+$22.3K
1,850
-22%
增持
PG
PROCTER & GAMBLE COMPANY
+$21.8K
2,403
+6%
增持
WELL
WELLTOWER INCORPORATED REIT
+$19.8K
1,145
+3%
增持
ISD
PGIM HIGH YIELD BOND FUND INCORPORATED
-$17.4K
17,914
+2%
减持
DE
DEERE & COMPANY
-$16.6K
508
-22%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$15.9K
1,321
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$15.0K
830
+14%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$11.5K
7,514
-2%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
-$9.6K
32,904
+1%
增持
TSI
TCW STRATEGIC INCOME FD INCORPORATED
-$8.9K
81,271
+7%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR SHS
-$7.9K
20,000
-1%
减持
RTX
RTX CORPORATION
+$7.0K
1,641
-3%
增持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
+$6.5K
2,328
+21%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
-$6.2K
31,986
+2%
增持
PPT
PUTNAM PREMIER INCOME TR SH BEN INT
+$5.6K
145,379
+1%
增持
SHW
SHERWIN WILLIAMS COMPANY
-$3.5K
1,105
+0%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM FD
-$3.2K
41,949
+0%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED &
+$2.5K
16,451
+1%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$2.2K
413
+3%
