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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $15.40万 | 0.01% | 2,880 | -526 | -15.4% | -$2.81万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $15.46万 | 0.01% | 15,400 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $15.49万 | 0.01% | 6,280 | 6,280 | — | $15.49万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $15.57万 | 0.01% | 660 | 660 | — | $15.57万 | 新建仓 |
| RMD | RESMED INC | $15.58万 | 0.01% | 800 | -181 | -18.5% | -$3.53万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $15.61万 | 0.01% | 446 | 446 | — | $15.61万 | 新建仓 |
| TY | TRI CONTL CORP | $15.62万 | 0.01% | 4,538 | 4,538 | — | $15.62万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $15.65万 | 0.01% | 4,041 | -649 | -13.8% | -$2.51万 | 减仓 |
| — | BANCROFT FD LTD | $15.71万 | 0.01% | 6,046 | 6,046 | — | $15.71万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $15.77万 | 0.01% | 538 | 538 | — | $15.77万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $15.79万 | 0.01% | 344 | 344 | — | $15.79万 | 新建仓 |
| EWZ | ISHARES INC | $15.90万 | 0.01% | 4,608 | 4,608 | — | $15.90万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $16.01万 | 0.01% | 15,100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $16.07万 | 0.01% | 5,068 | -23,763 | -82.4% | -$75.35万 | 减仓 |
| HACK | AMPLIFY ETF TR | $16.10万 | 0.01% | 1,534 | 1,534 | — | $16.10万 | 新建仓 |
| IEF | ISHARES TR | $16.13万 | 0.01% | 1,706 | -964 | -36.1% | -$9.12万 | 重新持有 |
| BP | BP PLC | $16.25万 | 0.01% | 4,397 | -873 | -16.6% | -$3.23万 | 减仓 |
| TKR | TIMKEN CO | $16.44万 | 0.01% | 1,131 | 1,131 | — | $16.44万 | 新建仓 |
| EWU | ISHARES TR | $16.48万 | 0.01% | 3,572 | 3,572 | — | $16.48万 | 新建仓 |
| IWS | ISHARES TR | $16.62万 | 0.01% | 1,010 | 1,010 | — | $16.62万 | 新建仓 |
| — | PROSHARES TR | $16.64万 | 0.01% | 1,808 | 1,808 | — | $16.64万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $16.66万 | 0.01% | 419 | 419 | — | $16.66万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $16.70万 | 0.01% | 1,357 | -14 | -1.0% | -$1,723 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16.73万 | 0.01% | 13,804 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $16.79万 | 0.01% | 527 | 527 | — | $16.79万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $16.95万 | 0.01% | 1,849 | 1,849 | — | $16.95万 | 新建仓 |
| SRE | SEMPRA | $17.03万 | 0.02% | 1,837 | 1,837 | — | $17.03万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $17.04万 | 0.02% | 562 | -204 | -26.6% | -$6.18万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $17.10万 | 0.02% | 1,374 | -73 | -5.0% | -$9,085 | 减仓 |
| SHEL | SHELL PLC | $17.10万 | 0.02% | 2,205 | -38 | -1.7% | -$2,947 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $17.10万 | 0.02% | 3,913 | 3,913 | — | $17.10万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $17.13万 | 0.02% | 346 | 346 | — | $17.13万 | 新建仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $17.15万 | 0.02% | 38,028 | -2,000 | -5.0% | -$9,020 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $17.21万 | 0.02% | 1,360 | 1,360 | — | $17.21万 | 新建仓 |
| WAB | WABTEC | $17.39万 | 0.02% | 645 | 645 | — | $17.39万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $17.41万 | 0.02% | 1,773 | 1,773 | — | $17.41万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $17.57万 | 0.02% | 345 | -40 | -10.4% | -$2.04万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $17.72万 | 0.02% | 770 | -512 | -39.9% | -$11.78万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $17.86万 | 0.02% | 6,068 | 6,068 | — | $17.86万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $17.94万 | 0.02% | 1,562 | 1,562 | — | $17.94万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $18.01万 | 0.02% | 2,065 | -351 | -14.5% | -$3.06万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $18.10万 | 0.02% | 730 | 730 | — | $18.10万 | 新建仓 |
| OIH | VANECK ETF TRUST | $18.12万 | 0.02% | 487 | -70 | -12.6% | -$2.60万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $18.15万 | 0.02% | 4,121 | 4,121 | — | $18.15万 | 新建仓 |
| — | CALAMOS ETF TR | $18.36万 | 0.02% | 6,838 | 6,838 | — | $18.36万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $18.73万 | 0.02% | 5,855 | 5,855 | — | $18.73万 | 新建仓 |
| DGRW | WISDOMTREE TR | $19.00万 | 0.02% | 1,987 | 1,987 | — | $19.00万 | 新建仓 |
| RDDT | REDDIT INC | $19.06万 | 0.02% | 1,098 | 27 | 2.5% | $4,687 | 重新持有 |
| — | ABRDN WORLD HEALTHCARE FUND | $19.21万 | 0.02% | 14,333 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $19.23万 | 0.02% | 2,660 | 2,660 | — | $19.23万 | 新建仓 |
| TRGP | TARGA RES CORP | $19.24万 | 0.02% | 717 | 717 | — | $19.24万 | 新建仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $19.26万 | 0.02% | 5,766 | 5,766 | — | $19.26万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $19.34万 | 0.02% | 2,100 | -120 | -5.4% | -$1.11万 | 减仓 |
| EIX | EDISON INTL | $19.39万 | 0.02% | 2,604 | 2,604 | — | $19.39万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $19.39万 | 0.02% | 547 | -48 | -8.1% | -$1.70万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $19.40万 | 0.02% | 970 | 970 | — | $19.40万 | 新建仓 |
| TIP | ISHARES TR | $19.42万 | 0.02% | 1,774 | 1,774 | — | $19.42万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $19.57万 | 0.02% | 8,754 | 8,754 | — | $19.57万 | 新建仓 |
| PPH | VANECK ETF TRUST | $19.68万 | 0.02% | 1,800 | 1,800 | — | $19.68万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $19.74万 | 0.02% | 755 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $19.78万 | 0.02% | 476 | 476 | — | $19.78万 | 新建仓 |
| MGEE | MGE ENERGY INC | $19.82万 | 0.02% | 2,430 | -618 | -20.3% | -$5.04万 | 减仓 |
| CWB | SPDR SERIES TRUST | $19.87万 | 0.02% | 1,843 | 1,843 | — | $19.87万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $19.97万 | 0.02% | 4,389 | 4,389 | — | $19.97万 | 新建仓 |
| IJT | ISHARES TR | $19.99万 | 0.02% | 1,120 | 1,120 | — | $19.99万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.00万 | 0.02% | 970 | 970 | — | $20.00万 | 新建仓 |
| CCI | CROWN CASTLE INC | $20.14万 | 0.02% | 2,659 | -154 | -5.5% | -$1.17万 | 减仓 |
| IQDF | FLEXSHARES TR | $20.17万 | 0.02% | 5,835 | 5,835 | — | $20.17万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $20.19万 | 0.02% | 5,122 | -173 | -3.3% | -$6,820 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.28万 | 0.02% | 3,506 | 3,506 | — | $20.28万 | 新建仓 |
| ALLE | ALLEGION PLC | $20.49万 | 0.02% | 1,458 | -299 | -17.0% | -$4.20万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $21.00万 | 0.02% | 1,260 | -26 | -2.0% | -$4,334 | 减仓 |
| NUMV | NUSHARES ETF TR | $21.08万 | 0.02% | 4,848 | -955 | -16.5% | -$4.15万 | 重新持有 |
| PIZ | INVESCO EXCH TRADED FD TR II | $21.09万 | 0.02% | 3,772 | 3,772 | — | $21.09万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $21.14万 | 0.02% | 3,460 | -1,070 | -23.6% | -$6.54万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $21.19万 | 0.02% | 21,489 | -791 | -3.6% | -$7,799 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $21.24万 | 0.02% | 3,035 | -997 | -24.7% | -$6.98万 | 减仓 |
| FLTR | VANECK ETF TRUST | $21.26万 | 0.02% | 8,300 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $21.28万 | 0.02% | 4,862 | -543 | -10.0% | -$2.38万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $21.43万 | 0.02% | 6,725 | -1,792 | -21.0% | -$5.71万 | 减仓 |
| IDXX | IDEXX LABS INC | $21.46万 | 0.02% | 408 | -1 | -0.2% | -$526 | 减仓 |
| ROST | ROSS STORES INC | $21.47万 | 0.02% | 1,008 | -5 | -0.5% | -$1,065 | 减仓 |
| CGNX | COGNEX CORP | $21.64万 | 0.02% | 2,988 | 2,988 | — | $21.64万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $21.79万 | 0.02% | 7,255 | 7,255 | — | $21.79万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $21.79万 | 0.02% | 1,333 | 1,333 | — | $21.79万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.89万 | 0.02% | 695 | 695 | — | $21.89万 | 新建仓 |
| DHS | WISDOMTREE TR | $22.01万 | 0.02% | 1,936 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $22.06万 | 0.02% | 6,533 | 0 | 0.0% | — | 重新持有 |
| DLTR | DOLLAR TREE INC | $22.11万 | 0.02% | 1,828 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $22.28万 | 0.02% | 501 | 501 | — | $22.28万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $22.29万 | 0.02% | 38,369 | -50,694 | -56.9% | -$29.45万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.37万 | 0.02% | 6,085 | 40 | 0.7% | $1,470 | 加仓 |
| NOVT | NOVANTA INC | $22.37万 | 0.02% | 1,379 | 1,379 | — | $22.37万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.48万 | 0.02% | 6,610 | -75 | -1.1% | -$2,550 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $22.59万 | 0.02% | 4,473 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $22.64万 | 0.02% | 2,581 | -604 | -19.0% | -$5.30万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.82万 | 0.02% | 2,206 | 2,206 | — | $22.82万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $22.82万 | 0.02% | 8,954 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $22.87万 | 0.02% | 1,682 | 1,682 | — | $22.87万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $23.29万 | 0.02% | 4,156 | -1,151 | -21.7% | -$6.45万 | 减仓 |