IP

Intergy Private Wealth, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$3.4亿

申报季度: 2026-03-31 · 持股只数: 123

Intergy Private Wealth, LLC在最新一期 13F 报告中披露了 123 项持股，申报期为 2026-03-31，总持股市值约为 US$3.4亿，季度换手率为 8.8%。

浏览其他1 亿至 10 亿美元机构浏览其他以“I”开头的机构

机构性格雪花图

集中度
27.48
持仓稳定性
8.77
动能／逆势
100
行业集中度
78.37
多样化
100
仓位均衡度
72.59

近期动向

  • 加仓 SCHD

    +6.6%　US$571.8万

  • 减仓 QQQ

    +3.3%　-US$210.0万

  • 减仓 VUG

    +2.2%　-US$92.4万

  • 减仓 SPYG

    +0.0%　-US$79.3万

  • 加仓 AVDV

    +3.6%　US$134.7万

  • 加仓 VEA

    +3.6%　US$149.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-科技型20.11%-1.21%+3.27%
2SCHDSchwab US Dvd Equity ETFETF-其他10.38%+1.42%+6.63%
3VEAVanguard Ftse Developed ETFETF-其他7.49%+0.24%+3.57%
4SCHFSchwab Intl Equity ETFETF-其他4.68%-0.02%-0.52%
5AVDVAvantis Intl S/c Value ETFETF-其他4.31%+0.28%+3.60%
6VVVanguard Large-cap ETFETF-其他4.03%-0.23%+2.47%
7VUGVanguard Growth ETFETF-其他2.92%-0.37%+2.22%
8SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长2.59%-0.31%+0.00%
9AVUVAvantis US Small Cap ValueETF-中小型股2.43%+0.22%+4.46%
10DIASs Spdr Dow Jones Indus AvgETF-大型股与成长2.21%-0.11%+1.88%
11ESGEIshares INC Ishares Esg AwarETF-其他2.17%-0.02%-1.09%
12VTVanguard Tot World Stk ETFETF-其他2.08%-0.11%-0.25%
13BIVVanguard Intermediate-term BETF-其他1.83%+0.05%+6.86%
14IQLTIshares Msci International QETF-其他1.77%-0.02%-0.25%
15SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.65%-0.24%-9.88%
16ACWIIshares Msci Acwi ETFETF-其他1.34%-0.06%—
17AAPLApple INC股票-科技1.32%-0.12%+0.80%
18IEMGIshares Core Msci EmergingETF-新兴市场1.30%+0.02%+0.39%
19AGGIshares Core U.s. AggregateETF-其他1.11%+0.02%+6.09%
20TLTIshares 20+ Year Treasury BdETF-政府公债1.09%+0.06%+9.59%
21VNQVanguard Real Estate ETFETF-其他1.02%—+1.87%
22PNCPnc Financial Services Group股票-金融0.99%+0.99%NEW
23IWPIshares Russell Mid-cap GrowETF-其他0.98%-0.06%+4.17%
24VOVanguard Mid-cap ETFETF-其他0.88%—+3.41%
25MINTPimco Enhanced Short MaturitETF-其他0.81%+0.03%+6.03%
26VOTVanguard Mid-cap Growth ETFETF-其他0.72%-0.08%—
27NVDANvidia CORP股票-科技0.62%-0.05%+1.32%
28VSSVanguard Ftse All Wo X-us ScETF-其他0.61%—-0.55%
29IJRIshares Core S&p Small-cap EETF-中小型股0.54%—+0.93%
30THYFT Rowe Price US High YieldETF-非投资级债0.48%—+6.15%
31SCZIshares Msci Eafe Small-capETF-其他0.45%——
32VOEVanguard Mid-cap Value ETFETF-其他0.44%—+1.61%
33VTEBVanguard Tax-exempt Bond ETFETF-其他0.42%—+1.06%
34VTIVanguard Total Stock Mkt ETFETF-其他0.42%—+0.64%
35GOOGAlphabet Inc-cl C股票-通信服务0.41%—+10.95%
36LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债0.40%—+6.78%
37AVGOBroadcom INC股票-科技0.39%—+5.29%
38IVVIshares Core S&p 500 ETFETF-大型股与成长0.38%—-1.24%
39VBKVanguard Small-cap Grwth ETFETF-其他0.38%—+1.47%
40DFATDimensional US Target ValueETF-其他0.36%——
41SUBIshares Short-term NationalETF-其他0.36%—+0.25%
42IJSIshares S&p Small-cap 600 VaETF-其他0.35%—-1.42%
43CGMUCap Group Municipal IncomeETF-其他0.35%—+6.30%
44TSLATesla INC股票-周期性消费0.35%-0.05%+7.35%
45SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.33%—-0.29%
46AMZNAmazon.com INC股票-周期性消费0.31%-0.04%+1.32%
47USRTIshares Core US Reit ETFETF-其他0.31%+0.06%+21.73%
48GOOGLAlphabet Inc-cl A股票-通信服务0.30%—+8.02%
49IWSIshares Russell Mid-cap ValuETF-其他0.30%——
50MSFTMicrosoft CORP股票-科技0.29%-0.23%-24.61%
1–50 of 123

本季持股变动

Intergy Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Pnc Financial Services Group (PNC); 清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Verizon Communications INC (VZ).

Intergy Private Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SCHDSchwab US Dvd Equity ETF+1.4%+6.63%加仓
2AVDVAvantis Intl S/c Value ETF+0.3%+3.60%加仓
3VEAVanguard Ftse Developed ETF+0.2%+3.57%加仓
4AVUVAvantis US Small Cap Value+0.2%+4.46%加仓
5TLTIshares 20+ Year Treasury Bd+0.1%+9.59%加仓
6USRTIshares Core US Reit ETF+0.1%+21.73%加仓
7BIVVanguard Intermediate-term B+0.1%+6.86%加仓
8MINTPimco Enhanced Short Maturit0%+6.03%加仓
9TSMTaiwan Semiconductor-sp Adr0%+7.81%加仓
10CVXChevron CORP0%+0.71%加仓
11AGGIshares Core U.s. Aggregate0%+6.09%加仓
12IEMGIshares Core Msci Emerging0%+0.39%加仓
13XOMExxon Mobil CORP0%-5.33%减仓
14IEFIshares 7-10 Year Treasury B0%+22.08%加仓
15SCHFSchwab Intl Equity ETF0%-0.52%减仓
16ESGEIshares INC Ishares Esg Awar0%-1.09%减仓
17IQLTIshares Msci International Q0%-0.25%减仓
18NSPInsperity INC0%—不变
19AMZNAmazon.com INC0%+1.32%加仓
20IVWIshares S&p 500 Growth ETF0%-4.42%减仓
21TSLATesla INC-0.1%+7.35%加仓
22NVDANvidia CORP-0.1%+1.32%加仓
23CATCaterpillar INC-0.1%-58.28%减仓
24ACWIIshares Msci Acwi ETF-0.1%—不变
25IWPIshares Russell Mid-cap Grow-0.1%+4.17%加仓
26VOTVanguard Mid-cap Growth ETF-0.1%—不变
27VENUVenu Holding CORP-0.1%+2.53%加仓
28VTVanguard Tot World Stk ETF-0.1%-0.25%减仓
29DIASs Spdr Dow Jones Indus Avg-0.1%+1.88%加仓
30IBMIntl Business Machines CORP-0.1%-17.37%减仓
31AAPLApple INC-0.1%+0.80%加仓
32MSFTMicrosoft CORP-0.2%-24.61%减仓
33VVVanguard Large-cap ETF-0.2%+2.47%加仓
34SPYVSs Spdr P S&p 500 Value ETF-0.2%-9.88%减仓
35SPYGSs Spdr P S&p 500 Growth ETF-0.3%+0.00%加仓
36VUGVanguard Growth ETF-0.4%+2.22%加仓
37QQQInvesco Qqq Trust Series 1-1.2%+3.27%加仓
38PNCPnc Financial Services Group—NEW新建仓
39CADECadence Bank—EXIT清仓
40HBANHuntington Bancshares INC—NEW新建仓
41CMCSAComcast Corp-class A—NEW新建仓
42VZVerizon Communications INC—NEW新建仓
43NFLXNetflix INC—NEW新建仓
44ASMLASML Holding N.V.—NEW新建仓
45COSTCostco Wholesale CORP—NEW新建仓
46VICIVici Properties INC—NEW新建仓
47BMYBristol-myers Squibb Co—NEW新建仓
48TMOThermo Fisher Scientific INC—EXIT清仓
49KOCoca-cola Co/the—NEW新建仓
50QCOMQualcomm INC—EXIT清仓

FAQ

Intergy Private Wealth, LLC 是什么机构？属于哪种投资人类型？
Intergy Private Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.4亿，分布在 123 个已申报仓位之中。
Intergy Private Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Intergy Private Wealth, LLC 按市值排列的前几大持股为： 1. Invesco Qqq Trust Series 1 (QQQ) — US$6856.4万 (20.1%) 2. Schwab US Dvd Equity ETF (SCHD) — US$3540.7万 (10.4%) 3. Vanguard Ftse Developed ETF (VEA) — US$2552.2万 (7.5%) 4. Schwab Intl Equity ETF (SCHF) — US$1594.3万 (4.7%) 5. Avantis Intl S/c Value ETF (AVDV) — US$1469.3万 (4.3%)
Intergy Private Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Intergy Private Wealth, LLC 共进行了 47 项显著调整：新建仓 10 个仓位、加仓 24 个既有持股、减仓 10 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Pnc Financial Services Group (PNC); 清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Verizon Communications INC (VZ)
Intergy Private Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Intergy Private Wealth, LLC 的主要板块分布如下： • Information Technology: 44.7% • Communication Services: 16.3% • Consumer Discretionary: 12.3% • Financials: 10.4% • Health Care: 7.8% • Consumer Staples: 4.3%

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