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 |
|---|---|---|---|---|---|---|---|---|
| SW | SMURFIT WESTROCK PLC | $4.86万 | 0.00% | 1,050 | 1,050 | — | $4.86万 | 新建仓 |
| EXP | EAGLE MATLS INC | $4.88万 | 0.00% | 217 | 217 | — | $4.88万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $4.89万 | 0.00% | 1,960 | 1,960 | — | $4.89万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.90万 | 0.00% | 736 | 736 | — | $4.90万 | 新建仓 |
| DEO | DIAGEO PLC | $4.92万 | 0.00% | 612 | 612 | — | $4.92万 | 新建仓 |
| — | BEYOND MEAT INC | $4.93万 | 0.00% | 65,750 | 15,750 | 31.5% | $1.18万 | 加仓 |
| TBG | EA SERIES TRUST | $4.96万 | 0.00% | 1,361 | 1,361 | — | $4.96万 | 新建仓 |
| WDFC | WD 40 CO | $5.02万 | 0.00% | 206 | 206 | — | $5.02万 | 新建仓 |
| EPP | ISHARES INC | $5.06万 | 0.00% | 950 | 950 | — | $5.06万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $5.11万 | 0.00% | 367 | 367 | — | $5.11万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $5.12万 | 0.00% | 511 | 511 | — | $5.12万 | 新建仓 |
| KBH | KB HOME | $5.13万 | 0.00% | 820 | 820 | — | $5.13万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5.16万 | 0.00% | 196 | 196 | — | $5.16万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $5.16万 | 0.00% | 400 | 400 | — | $5.16万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $5.19万 | 0.00% | 1,434 | 1,434 | — | $5.19万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $5.21万 | 0.00% | 558 | 558 | — | $5.21万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $5.23万 | 0.00% | 699 | 699 | — | $5.23万 | 新建仓 |
| MRCY | MERCURY SYS INC | $5.24万 | 0.00% | 428 | 428 | — | $5.24万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $5.25万 | 0.00% | 798 | 798 | — | $5.25万 | 新建仓 |
| NTAP | NETAPP INC | $5.25万 | 0.00% | 339 | 339 | — | $5.25万 | 新建仓 |
| MAGS | LISTED FDS TR | $5.25万 | 0.00% | 816 | -3,377 | -80.5% | -$21.71万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $5.25万 | 0.00% | 450 | 450 | — | $5.25万 | 新建仓 |
| — | GABELLI MULTIMEDIA TR INC | $5.25万 | 0.00% | 12,482 | -667 | -5.1% | -$2,808 | 减仓 |
| MPLX | MPLX LP | $5.27万 | 0.00% | 936 | 936 | — | $5.27万 | 新建仓 |
| SNY | SANOFI SA | $5.28万 | 0.00% | 1,239 | 1,239 | — | $5.28万 | 新建仓 |
| IWR | ISHARES TR | $5.34万 | 0.00% | 484 | 484 | — | $5.34万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $5.35万 | 0.00% | 1,853 | 1,853 | — | $5.35万 | 新建仓 |
| GL | GLOBE LIFE INC | $5.36万 | 0.00% | 300 | 300 | — | $5.36万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $5.36万 | 0.00% | 450 | 450 | — | $5.36万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.40万 | 0.00% | 1,200 | 1,200 | — | $5.40万 | 新建仓 |
| IDA | IDACORP INC | $5.48万 | 0.00% | 362 | 362 | — | $5.48万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $5.50万 | 0.00% | 184 | 184 | — | $5.50万 | 新建仓 |
| FRPT | FRESHPET INC | $5.52万 | 0.00% | 934 | 934 | — | $5.52万 | 新建仓 |
| IVZ | INVESCO LTD | $5.56万 | 0.00% | 2,106 | 2,106 | — | $5.56万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $5.56万 | 0.00% | 1,852 | 1,852 | — | $5.56万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $5.59万 | 0.00% | 197 | 197 | — | $5.59万 | 新建仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $5.60万 | 0.00% | 1,119 | 1,119 | — | $5.60万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $5.62万 | 0.00% | 1,086 | 1,086 | — | $5.62万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $5.63万 | 0.00% | 100 | 100 | — | $5.63万 | 新建仓 |
| XEL | XCEL ENERGY INC | $5.64万 | 0.00% | 702 | 702 | — | $5.64万 | 新建仓 |
| OGS | ONE GAS INC | $5.64万 | 0.00% | 732 | 732 | — | $5.64万 | 新建仓 |
| ALLY | ALLY FINL INC | $5.67万 | 0.01% | 1,233 | 1,233 | — | $5.67万 | 新建仓 |
| IVE | ISHARES TR | $5.76万 | 0.01% | 254 | 254 | — | $5.76万 | 新建仓 |
| NOK | NOKIA CORP | $5.80万 | 0.01% | 4,370 | 4,370 | — | $5.80万 | 新建仓 |
| — | BARON ETF TR | $5.82万 | 0.01% | 2,740 | 2,740 | — | $5.82万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $5.83万 | 0.01% | 1,613 | 1,613 | — | $5.83万 | 新建仓 |
| HAL | HALLIBURTON CO | $5.83万 | 0.01% | 1,718 | 1,718 | — | $5.83万 | 新建仓 |
| FORM | FORMFACTOR INC | $5.84万 | 0.01% | 365 | 365 | — | $5.84万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $5.87万 | 0.01% | 722 | 722 | — | $5.87万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5.89万 | 0.01% | 665 | 665 | — | $5.89万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $5.94万 | 0.01% | 742 | 742 | — | $5.94万 | 新建仓 |
| YOU | CLEAR SECURE INC | $5.97万 | 0.01% | 1,071 | 1,071 | — | $5.97万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $5.98万 | 0.01% | 1,486 | 1,486 | — | $5.98万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $5.98万 | 0.01% | 718 | 718 | — | $5.98万 | 新建仓 |
| EG | EVEREST GROUP LTD | $5.98万 | 0.01% | 168 | 168 | — | $5.98万 | 新建仓 |
| HPQ | HP INC | $5.98万 | 0.01% | 2,727 | 2,727 | — | $5.98万 | 新建仓 |
| EZU | ISHARES INC | $6.01万 | 0.01% | 865 | 865 | — | $6.01万 | 新建仓 |
| AON | AON PLC | $6.04万 | 0.01% | 182 | 182 | — | $6.04万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $6.05万 | 0.01% | 1,687 | 1,687 | — | $6.05万 | 新建仓 |
| HYG | ISHARES TR | $6.06万 | 0.01% | 758 | 758 | — | $6.06万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $6.07万 | 0.01% | 415 | 415 | — | $6.07万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $6.08万 | 0.01% | 860 | 860 | — | $6.08万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $6.09万 | 0.01% | 2,465 | 2,465 | — | $6.09万 | 新建仓 |
| IWN | ISHARES TR | $6.11万 | 0.01% | 276 | 276 | — | $6.11万 | 新建仓 |
| IYG | ISHARES TR | $6.12万 | 0.01% | 677 | 677 | — | $6.12万 | 新建仓 |
| WSO | WATSCO INC | $6.13万 | 0.01% | 147 | 147 | — | $6.13万 | 新建仓 |
| RLI | RLI CORP | $6.16万 | 0.01% | 1,042 | 1,042 | — | $6.16万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.16万 | 0.01% | 3,472 | 3,472 | — | $6.16万 | 新建仓 |
| VEEV | VEEVA SYS INC | $6.16万 | 0.01% | 347 | 347 | — | $6.16万 | 新建仓 |
| FAST | FASTENAL CO | $6.20万 | 0.01% | 1,292 | 1,292 | — | $6.20万 | 新建仓 |
| STGW | STAGWELL INC | $6.24万 | 0.01% | 8,399 | 8,399 | — | $6.24万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $6.26万 | 0.01% | 354 | 354 | — | $6.26万 | 新建仓 |
| GGG | GRACO INC | $6.39万 | 0.01% | 845 | 845 | — | $6.39万 | 新建仓 |
| NI | NISOURCE INC | $6.44万 | 0.01% | 1,354 | 1,354 | — | $6.44万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.46万 | 0.01% | 244 | 244 | — | $6.46万 | 新建仓 |
| HRB | BLOCK H & R INC | $6.46万 | 0.01% | 1,697 | 1,697 | — | $6.46万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $6.49万 | 0.01% | 421 | 421 | — | $6.49万 | 新建仓 |
| IOO | ISHARES TR | $6.51万 | 0.01% | 477 | 477 | — | $6.51万 | 新建仓 |
| PNR | PENTAIR PLC | $6.58万 | 0.01% | 858 | 858 | — | $6.58万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $6.66万 | 0.01% | 2,000 | 2,000 | — | $6.66万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $6.70万 | 0.01% | 644 | 644 | — | $6.70万 | 新建仓 |
| GRMN | GARMIN LTD | $6.72万 | 0.01% | 283 | 283 | — | $6.72万 | 新建仓 |
| MTB | M & T BK CORP | $6.72万 | 0.01% | 282 | 282 | — | $6.72万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6.72万 | 0.01% | 3,907 | 3,907 | — | $6.72万 | 新建仓 |
| VVV | VALVOLINE INC | $6.78万 | 0.01% | 1,715 | 1,715 | — | $6.78万 | 新建仓 |
| BBY | BEST BUY INC | $6.79万 | 0.01% | 894 | 894 | — | $6.79万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $6.82万 | 0.01% | 888 | 888 | — | $6.82万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $6.83万 | 0.01% | 641 | -1,625 | -71.7% | -$17.32万 | 重新持有 |
| DOX | AMDOCS LTD | $6.86万 | 0.01% | 1,357 | 1,357 | — | $6.86万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $6.95万 | 0.01% | 865 | 865 | — | $6.95万 | 新建仓 |
| DGRO | ISHARES TR | $6.95万 | 0.01% | 917 | 917 | — | $6.95万 | 新建仓 |
| ADSK | AUTODESK INC | $7.00万 | 0.01% | 360 | -4,258 | -92.2% | -$82.78万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $7.01万 | 0.01% | 859 | -38,851 | -97.8% | -$316.83万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $7.02万 | 0.01% | 3,916 | 3,916 | — | $7.02万 | 新建仓 |
| EXC | EXELON CORP | $7.04万 | 0.01% | 1,510 | 1,510 | — | $7.04万 | 新建仓 |
| BIIB | BIOGEN INC | $7.05万 | 0.01% | 326 | 326 | — | $7.05万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $7.05万 | 0.01% | 428 | -2,072 | -82.9% | -$34.14万 | 重新持有 |
| RY | ROYAL BK CDA | $7.06万 | 0.01% | 341 | 341 | — | $7.06万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $7.07万 | 0.01% | 287 | 287 | — | $7.07万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $7.07万 | 0.01% | 734 | 734 | — | $7.07万 | 新建仓 |