Institute for Wealth Management, LLC.
DENVER CO · SEC CIK 0001533954
$11.33亿2026Q2 申报市值
1,760持仓数
29.3%前十大占比 · 第一大 13.1%
1208 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EDV 加仓+$514.79万
VGSH 加仓+$475.02万
GLD 加仓+$395.24万
META 加仓+$307.11万
IBIT 重新持有+$209.73万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$1,430.91万
DIA 减仓-$360.76万
AFRM 减仓-$316.83万
SNOW 减仓-$309.62万
JEPQ 重新持有-$227.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -17,757 | -100.0% | -$680.80万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,613 | -100.0% | -$104.26万 | 清仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -12,773 | -100.0% | -$84.01万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -20,343 | -100.0% | -$80.70万 | 清仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,777 | -100.0% | -$51.41万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -20,484 | -100.0% | -$49.16万 | 清仓 |
| IWF | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -2,972 | -100.0% | -$31.67万 | 清仓 |
| — | PIMCO GLOBAL STOCKSPLS INCM | $0 | 0.00% | 0 | -37,850 | -100.0% | -$31.53万 | 清仓 |
| QUAD | QUAD / GRAPHICS INC | $0 | 0.00% | 0 | -36,179 | -100.0% | -$23.91万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -5,251 | -100.0% | -$22.40万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -16,736 | -100.0% | -$20.18万 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 2 | 2 | — | $1 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 2 | 2 | — | $1 | 新建仓 |
| UVXY | PROSHARES TR II | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 2 | 2 | — | $1 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $5 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $10 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | NANOVIRICIDES INC | $14 | 0.00% | 10 | 10 | — | $14 | 新建仓 |
| — | LESAKA TECHNOLOGIES INC | $20 | 0.00% | 4 | 4 | — | $20 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $21 | 0.00% | 7 | 7 | — | $21 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $22 | 0.00% | 6 | 6 | — | $22 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $23 | 0.00% | 0 | 0 | — | — | 清仓 |
| BNO | UNITED STS BRENT OIL FD LP | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| CE | CELANESE CORP DEL | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| — | SOHU COM LTD | $27 | 0.00% | 2 | 2 | — | $27 | 新建仓 |
| INVX | INNOVEX INTERNATIONAL INC | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $28 | 0.00% | 0 | 0 | — | — | 清仓 |
| SNN | SMITH & NEPHEW PLC | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| — | VALARIS LTD | $33 | 0.00% | 4 | 4 | — | $33 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $33 | 0.00% | 1 | 1 | — | $33 | 新建仓 |
| WFG | WEST FRASER TIMBER CO LTD | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| — | GAMESTOP CORP NEW | $51 | 0.00% | 18 | 18 | — | $51 | 新建仓 |
| NRG | NRG ENERGY INC | $67 | 0.00% | 0 | 0 | — | — | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| DVA | DAVITA INC | $81 | 0.00% | 0 | 0 | — | — | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $101 | 0.00% | 1 | 1 | — | $101 | 新建仓 |
| EMBC | EMBECTA CORP | $102 | 0.00% | 31 | 31 | — | $102 | 新建仓 |
| — | FIRY INC | $102 | 0.00% | 10 | 10 | — | $102 | 新建仓 |
| PDS | PRECISION DRILLING CORP | $104 | 0.00% | 1 | 1 | — | $104 | 新建仓 |
| — | BEAM GLOBAL | $104 | 0.00% | 80 | 80 | — | $104 | 新建仓 |
| BB | BLACKBERRY LTD | $110 | 0.00% | 9 | 9 | — | $110 | 新建仓 |
| INIO | INNIO NV | $119 | 0.00% | 3 | 3 | — | $119 | 新建仓 |
| — | AVANOS MED INC | $125 | 0.00% | 5 | 5 | — | $125 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $151 | 0.00% | 26 | 26 | — | $151 | 新建仓 |
| IAGG | ISHARES TR | $152 | 0.00% | 3 | 3 | — | $152 | 新建仓 |
| — | PROSHARES TR | $155 | 0.00% | 10 | 10 | — | $155 | 新建仓 |
| URNM | SPROTT FDS TR | $158 | 0.00% | 3 | 3 | — | $158 | 新建仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $169 | 0.00% | 7 | 7 | — | $169 | 新建仓 |
| — | ISHARES TR | $191 | 0.00% | 5 | 5 | — | $191 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $202 | 0.00% | 11 | 11 | — | $202 | 新建仓 |
| IX | ORIX CORP | $205 | 0.00% | 5 | 5 | — | $205 | 新建仓 |
| — | XEROX HOLDINGS CORP | $207 | 0.00% | 750 | 750 | — | $207 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $211 | 0.00% | 100 | 100 | — | $211 | 新建仓 |
| — | EATON VANCE SR INCOME TR | $215 | 0.00% | 43 | 43 | — | $215 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $226 | 0.00% | 53 | 53 | — | $226 | 新建仓 |
| CNXC | CONCENTRIX CORP | $247 | 0.00% | 11 | 11 | — | $247 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $251 | 0.00% | 9 | 9 | — | $251 | 新建仓 |
| FTI | TECHNIPFMC PLC | $260 | 0.00% | 4 | 4 | — | $260 | 新建仓 |
| VTS | VITESSE ENERGY INC | $284 | 0.00% | 18 | 18 | — | $284 | 新建仓 |
| SOBO | SOUTH BOW CORP | $318 | 0.00% | 9 | 9 | — | $318 | 新建仓 |
| — | PROSHARES TR | $319 | 0.00% | 24 | 24 | — | $319 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $347 | 0.00% | 75 | 75 | — | $347 | 新建仓 |
| CLW | CLEARWATER PAPER CORP | $349 | 0.00% | 22 | 22 | — | $349 | 新建仓 |
| FIVE | FIVE BELOW INC | $360 | 0.00% | 2 | 2 | — | $360 | 新建仓 |
| KWEB | KRANESHARES TRUST | $368 | 0.00% | 15 | 15 | — | $368 | 新建仓 |
| B | BARRICK MNG CORP | $368 | 0.00% | 10 | 10 | — | $368 | 新建仓 |
| CRNC | CERENCE INC | $385 | 0.00% | 34 | 34 | — | $385 | 新建仓 |
| — | GLOBAL X FDS | $386 | 0.00% | 10 | 10 | — | $386 | 新建仓 |
| IQV | IQVIA HLDGS INC | $387 | 0.00% | 2 | 2 | — | $387 | 新建仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $417 | 0.00% | 57 | 57 | — | $417 | 新建仓 |
| NEOG | NEOGEN CORP | $423 | 0.00% | 47 | 47 | — | $423 | 新建仓 |
| BTU | PEABODY ENGR CORP | $440 | 0.00% | 19 | 19 | — | $440 | 新建仓 |
| GLDM | WORLD GOLD TR | $464 | 0.00% | 6 | 6 | — | $464 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $473 | 0.00% | 37 | 37 | — | $473 | 新建仓 |
| VSTS | VESTIS CORPORATION | $480 | 0.00% | 33 | 33 | — | $480 | 新建仓 |
| INVA | INNOVIVA INC | $484 | 0.00% | 21 | 21 | — | $484 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $507 | 0.00% | 16 | 16 | — | $507 | 新建仓 |
| SMR | NUSCALE PWR CORP | $512 | 0.00% | 51 | 51 | — | $512 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $512 | 0.00% | 2 | 2 | — | $512 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $528 | 0.00% | 67 | 67 | — | $528 | 新建仓 |
| — | GLOBAL X FDS | $542 | 0.00% | 13 | 13 | — | $542 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC | $550 | 0.00% | 93 | 93 | — | $550 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $576 | 0.00% | 17 | 17 | — | $576 | 新建仓 |
| — | PROSHARES TR | $577 | 0.00% | 23 | 23 | — | $577 | 新建仓 |
| NWL | NEWELL BRANDS INC | $608 | 0.00% | 99 | 99 | — | $608 | 新建仓 |
| TRN | TRINITY INDS INC | $623 | 0.00% | 18 | 18 | — | $623 | 新建仓 |
| G | GENPACT LIMITED | $633 | 0.00% | 23 | 23 | — | $633 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $650 | 0.00% | 19 | 19 | — | $650 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $661 | 0.00% | 13 | 13 | — | $661 | 新建仓 |
| CLB | CORE LABORATORIES INC | $675 | 0.00% | 58 | 58 | — | $675 | 新建仓 |
| IOSP | INNOSPEC INC | $679 | 0.00% | 8 | 8 | — | $679 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $686 | 0.00% | 8 | 8 | — | $686 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $691 | 0.00% | 10 | 10 | — | $691 | 新建仓 |
| GLIBK | LIBERTY CAP CORP | $712 | 0.00% | 33 | 33 | — | $712 | 新建仓 |
| — | AUDIOCODES LTD | $726 | 0.00% | 75 | 75 | — | $726 | 新建仓 |
| IYZ | ISHARES TR | $734 | 0.00% | 17 | 17 | — | $734 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $746 | 0.00% | 40 | 40 | — | $746 | 新建仓 |