Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 140
- 較 2026 年第 1 季 +10
- 總值
- $6.16 億
- 較 2026 年第 1 季 +$4,239 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 890 | $32.2 萬 | 0.1% | +222+33.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 3,540 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 927 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 306 | $31.0 萬 | 0.1% | +64+26.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,303 | $30.9 萬 | 0.1% | −1,371−17.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,199 | $30.2 萬 | <0.1% | +1,199 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 766 | $30.2 萬 | <0.1% | +1+0.1% | 加碼 | – |
| ALLAllstate Corp | Stock | 1,261 | $30.0 萬 | <0.1% | +1,261 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,218 | $29.6 萬 | <0.1% | +5+0.4% | 加碼 | – |
| CRSCarpenter Technology Corp | COM | 437 | $27.0 萬 | <0.1% | +437 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 637 | $26.5 萬 | <0.1% | +637 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,550 | $25.7 萬 | <0.1% | +414+36.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,666 | $25.2 萬 | <0.1% | +409+32.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,068 | $24.9 萬 | <0.1% | +3,068 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,335 | $24.9 萬 | <0.1% | −56−1.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 790 | $24.7 萬 | <0.1% | +92+13.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,637 | $24.3 萬 | <0.1% | +1,637 | 新進 | – |
| WELLWelltower Inc. | REIT | 1,055 | $23.9 萬 | <0.1% | +1,055 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 618 | $23.9 萬 | <0.1% | −91−12.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 1,709 | $23.9 萬 | <0.1% | +1,709 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 4,180 | $23.8 萬 | <0.1% | +4,180 | 新進 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 5,739 | $22.8 萬 | <0.1% | −189−3.2% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 3,940 | $22.7 萬 | <0.1% | −1,265−24.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,329 | $22.6 萬 | <0.1% | +5,329 | 新進 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 1,807 | $22.5 萬 | <0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 2,409 | $22.2 萬 | <0.1% | +202+9.2% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,384 | $22.0 萬 | <0.1% | +1,384 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 2,539 | $21.9 萬 | <0.1% | +2,539 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 4,342 | $21.9 萬 | <0.1% | +4,342 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 964 | $21.6 萬 | <0.1% | +964 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 8,036 | $21.6 萬 | <0.1% | +8,036 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,000 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 187 | $21.2 萬 | <0.1% | +187 | 新進 | 歷史 |
| KRKroger Co | Stock | 3,780 | $21.0 萬 | <0.1% | +749+24.7% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,947 | $20.9 萬 | <0.1% | −41−2.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 1,755 | $20.6 萬 | <0.1% | +1,755 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,579 | $20.5 萬 | <0.1% | +1,579 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,543 | $20.4 萬 | <0.1% | −20−1.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 2,105 | $20.3 萬 | <0.1% | +2,105 | 新進 | – |
| WITWipro Ltd | SPON ADR 1 SH | 14,997 | $3.37 萬 | <0.1% | −10,897−42.1% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（14 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BPREBluerock Private Real Estate Fund | COM | 27,845 | $46.3 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 15,564 | $44.7 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,073 | $36.5 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,470 | $34.7 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 651 | $30.8 萬 | 0.1% | 歷史 |
| SUSuncor Energy Inc | Stock | 4,467 | $29.5 萬 | 0.1% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 15,437 | $28.6 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,000 | $28.2 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 993 | $24.1 萬 | <0.1% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,000 | $20.4 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 10,347 | $14.0 萬 | <0.1% | 歷史 |
| MASS908 Devices Inc. | COM | 10,000 | $6.12 萬 | <0.1% | 歷史 |
| ENICEnel Chile S.A. | SPONSORED ADR | 11,873 | $4.68 萬 | <0.1% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 11,060 | $4.05 萬 | <0.1% | 歷史 |