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Integrity Wealth Partners, LLC

SEC CIK
0002121884
最新申報
2026/4/27

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/27 申報。只含多頭部位。

機構總覽
持股檔數
99
2025 年第 4 季沒有申報
總值
$1.11 億
2025 年第 4 季沒有申報
申報日
2026/4/27
SEC

Integrity Wealth Partners, LLC 沒有申報 2025 年第 4 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。

Integrity Wealth Partners, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM164,789$934.0 萬8.4%–––
Dimensional U.S. Core Equity 2 ETF25434V708ETF205,241$797.6 萬7.2%–––
AAPLApple Inc.Stock28,363$719.8 萬6.5%––歷史
Neos ETF Trust78433H303NEOS S&P 500 HI113,495$560.3 萬5.0%–––
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF89,005$494.2 萬4.4%–––
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF205,814$472.3 萬4.3%–––
iShares Tr46428743220 YR TR BD ETF42,876$371.7 萬3.3%–––
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS233,197$301.5 萬2.7%––歷史
Listed FDS Tr53656G498ROUN MA SEVE ETF47,340$274.3 萬2.5%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF8,094$259.6 萬2.3%–––
SPYSPDR S&P 500 ETF TrustETF3,534$229.8 萬2.1%––歷史
Neos ETF Trust78433H550GOLD HIGH INCOME34,756$197.7 萬1.8%–––
iShares MSCI USA Quality Factor ETF46432F339ETF10,096$193.7 萬1.7%–––
MSFTMicrosoft CorpStock4,548$168.4 萬1.5%––歷史
Tidal Trust I886364231FUND GRAN US ETF61,758$147.4 萬1.3%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF31,664$144.5 萬1.3%–––
Ssga Active Tr78470P408STATE STREET US24,756$142.9 萬1.3%–––
iShares Tr464288257MSCI ACWI ETF10,130$140.2 萬1.3%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF14,105$138.1 萬1.2%–––
LRCXLam Research CorpStock6,324$135.1 萬1.2%––歷史
Zacks Trust98888G105EARNGS CONSTANT39,798$134.6 萬1.2%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF43,864$127.8 萬1.2%–––
ORCLOracle CorpStock8,489$124.9 萬1.1%––歷史
iShares Tr46434V456MSCI INTL QUALTY26,761$123.7 萬1.1%–––
T Rowe Price Exchange-Traded87283Q792TECHNOLOGY ETF40,067$121.2 萬1.1%–––
NACNuveen California Quality Municipal Income FundCOM95,930$111.8 萬1.0%––歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF23,805$111.7 萬1.0%–––
iShares Russell 1000 Growth ETF464287614ETF2,578$109.9 萬1.0%–––
Vanguard Ftse Developed Markets ETF921943858ETF16,455$105.4 萬0.9%–––
Neos ETF Trust78433H642BITCOIN HIGH INC30,272$99.2 萬0.9%–––
iShares Core S&P Small Cap ETF464287804ETF7,569$94.1 萬0.8%–––
iShares Tr464288307MRGSTR MD CP GRW11,720$92.3 萬0.8%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF8,637$85.7 萬0.8%–––
INTCIntel CorpStock19,126$84.4 萬0.8%––歷史
NVDANVIDIA CorpStock4,812$83.9 萬0.8%––歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM73,386$82.4 萬0.7%––歷史
VVisa Inc.Stock2,688$81.2 萬0.7%––歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF2,809$80.7 萬0.7%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF10,516$80.5 萬0.7%–––
iShares Inc464286392MSCI WORLD ETF4,403$79.3 萬0.7%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF8,489$78.7 萬0.7%–––
GLDSPDR Gold TrustETF1,777$76.5 萬0.7%––歷史
GOOGLAlphabet Inc.Stock2,622$75.4 萬0.7%––歷史
BBNBlackRock Taxable Municipal Bond TrustSHS44,345$71.7 萬0.6%––歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW35,290$70.7 萬0.6%––歷史
Schwab US Dividend Equity ETF808524797ETF21,805$66.9 萬0.6%–––
iShares Inc464286525MSCI GBL MIN VOL5,501$65.7 萬0.6%–––
NXGNXG NextGen Infrastructure Income FundCOM10,536$57.9 萬0.5%––歷史
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN24,887$56.5 萬0.5%––歷史
Zacks Trust98888G204SMALL/MID CAP14,972$55.5 萬0.5%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF5,574$51.7 萬0.5%–––
Zacks Trust98888G881QUALITY INTERNAT18,870$50.9 萬0.5%–––
MNSTMonster Beverage CorpCOM6,600$47.8 萬0.4%––歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF7,943$47.0 萬0.4%–––
UBERUber Technologies, IncStock6,475$46.6 萬0.4%––歷史
iShares Core S&P 500 ETF464287200ETF693$45.3 萬0.4%–––
iShares Core S&P Mid-Cap ETF464287507ETF6,405$43.3 萬0.4%–––
AMZNAmazon Com IncStock2,072$43.2 萬0.4%––歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF7,578$42.9 萬0.4%–––
Fidelity Covington Trust316092782VLU FACTOR ETF6,043$41.9 萬0.4%–––
GSGoldman Sachs Group IncStock486$41.1 萬0.4%––歷史
SPDR Series Trust78468R804ST STR R1K LOWV2,263$40.3 萬0.4%–––
AMDAdvanced Micro Devices IncStock1,978$40.2 萬0.4%––歷史
NOWServiceNow, Inc.Stock3,814$39.9 萬0.4%––歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF8,224$39.7 萬0.4%–––
BlackRock ETF Trust09290C103ISHARES US EQUIT6,790$39.5 萬0.4%–––
Vanguard Index FDS922908652EXTEND MKT ETF1,909$39.3 萬0.4%–––
Ssga Active Tr78470P507ST STR SECTO ETF14,891$38.3 萬0.3%–––
Vanguard Mortgage-Backed Securities ETF92206C771ETF7,884$37.0 萬0.3%–––
COSTCostco Wholesale CorpStock353$35.2 萬0.3%––歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,664$35.0 萬0.3%–––
iShares Russell Midcap ETF464287499ETF3,500$34.0 萬0.3%–––
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF10,022$33.6 萬0.3%–––
MCDMcDonalds CorpStock1,044$32.5 萬0.3%––歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF4,573$32.4 萬0.3%–––
NBBNuveen Taxable Municipal Income FundCOM20,124$31.5 萬0.3%––歷史
Principal Exchange Traded FD74255Y300PRNCPL VLU ETF5,973$30.8 萬0.3%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,168$30.3 萬0.3%–––
SPDR Series Trust78464A128ST STR SP1500VT1,400$30.1 萬0.3%–––
GOOGAlphabet Inc.Stock1,026$29.4 萬0.3%––歷史
iShares Tr464287572GLOBAL 100 ETF2,399$29.0 萬0.3%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR825$27.9 萬0.3%––歷史
Schwab Emerging Markets Equity ETF808524706ETF8,150$26.9 萬0.2%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,160$26.1 萬0.2%–––
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM17,543$25.4 萬0.2%––歷史
AMGNAmgen IncStock694$24.4 萬0.2%––歷史
AVGOBroadcom Inc.Stock770$23.8 萬0.2%––歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF5,553$23.5 萬0.2%–––
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,168$21.5 萬0.2%–––
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF8,358$21.4 萬0.2%–––
CVXChevron CorpStock1,025$21.2 萬0.2%––歷史
JNJJohnson & JohnsonStock857$21.0 萬0.2%––歷史
METAMeta Platforms, Inc.Stock366$20.9 萬0.2%––歷史
Vanguard Ftse Emerging Markets ETF922042858ETF3,804$20.6 萬0.2%–––
IBITiShares Bitcoin Trust ETFETF5,321$20.4 萬0.2%––歷史
iShares S&P 500 Growth ETF464287309ETF1,777$20.1 萬0.2%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,527$20.0 萬0.2%–––
BHKBlackRock Core Bond TrustSHS BEN INT21,048$19.3 萬0.2%––歷史
IGRCbre Global Real Estate Income FundCOM29,386$12.9 萬0.1%––歷史