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 |
|---|---|---|---|---|---|---|---|---|
| WTRG | ESSENTIAL UTILS INC | $38.20万 | 0.03% | 9,972 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $38.72万 | 0.03% | 3,511 | -186 | -5.0% | -$2.05万 | 减仓 |
| EFV | ISHARES TR | $39.29万 | 0.03% | 5,132 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $39.29万 | 0.03% | 2,458 | -116 | -4.5% | -$1.85万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $39.45万 | 0.03% | 8,252 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $39.76万 | 0.04% | 2,441 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $39.89万 | 0.04% | 4,931 | 65 | 1.3% | $5,258 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.02万 | 0.04% | 3,251 | -97 | -2.9% | -$1.19万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $40.26万 | 0.04% | 2,968 | -6,206 | -67.6% | -$84.18万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $40.33万 | 0.04% | 2,203 | -96 | -4.2% | -$1.76万 | 减仓 |
| GEN | GEN DIGITAL INC | $40.35万 | 0.04% | 16,213 | -858 | -5.0% | -$2.14万 | 减仓 |
| TFC | TRUIST FINL CORP | $40.45万 | 0.04% | 8,118 | -149 | -1.8% | -$7,423 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.73万 | 0.04% | 579 | -3 | -0.5% | -$2,111 | 减仓 |
| TFLO | ISHARES TR | $41.14万 | 0.04% | 8,126 | -47 | -0.6% | -$2,380 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $41.15万 | 0.04% | 4,281 | -1 | -0.0% | -$96 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $41.21万 | 0.04% | 7,491 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $41.46万 | 0.04% | 12,589 | -3,767 | -23.0% | -$12.40万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $41.68万 | 0.04% | 1,559 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $42.01万 | 0.04% | 8,675 | -1,624 | -15.8% | -$7.87万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $42.36万 | 0.04% | 1,950 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS | $42.51万 | 0.04% | 10,784 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $42.80万 | 0.04% | 2,643 | -131 | -4.7% | -$2.12万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.86万 | 0.04% | 2,712 | 122 | 4.7% | $1.93万 | 加仓 |
| USMV | ISHARES TR | $42.87万 | 0.04% | 4,444 | -512 | -10.3% | -$4.94万 | 减仓 |
| RDN | RADIAN GROUP INC | $43.15万 | 0.04% | 11,456 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $43.22万 | 0.04% | 818 | -1 | -0.1% | -$528 | 减仓 |
| DASH | DOORDASH INC | $43.35万 | 0.04% | 2,349 | 145 | 6.6% | $2.68万 | 加仓 |
| XRT | SPDR SERIES TRUST | $43.52万 | 0.04% | 4,960 | 270 | 5.8% | $2.37万 | 加仓 |
| COMP | COMPASS INC | $44.14万 | 0.04% | 35,800 | -36,000 | -50.1% | -$44.39万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.62万 | 0.04% | 6,083 | 363 | 6.3% | $2.66万 | 加仓 |
| TWLO | TWILIO INC | $44.81万 | 0.04% | 2,172 | -30 | -1.4% | -$6,190 | 减仓 |
| NU | NU HLDGS LTD | $45.06万 | 0.04% | 33,726 | 33,726 | — | $45.06万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $45.26万 | 0.04% | 1,004 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $45.32万 | 0.04% | 5,010 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $45.52万 | 0.04% | 2,831 | -98 | -3.3% | -$1.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $45.61万 | 0.04% | 6,213 | -1,039 | -14.3% | -$7.63万 | 减仓 |
| — | ELECTRONIC ARTS INC | $45.66万 | 0.04% | 2,227 | 75 | 3.5% | $1.54万 | 加仓 |
| SGOV | ISHARES TR | $45.67万 | 0.04% | 4,537 | 89 | 2.0% | $8,959 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.54万 | 0.04% | 2,573 | -18 | -0.7% | -$3,256 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $47.32万 | 0.04% | 2,965 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $47.46万 | 0.04% | 5,460 | -1,005 | -15.5% | -$8.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $47.47万 | 0.04% | 2,794 | 26 | 0.9% | $4,417 | 加仓 |
| IEMG | ISHARES INC | $47.62万 | 0.04% | 5,748 | -368 | -6.0% | -$3.05万 | 减仓 |
| VAW | VANGUARD WORLD FD | $47.73万 | 0.04% | 2,086 | -2,218 | -51.5% | -$50.75万 | 减仓 |
| DON | WISDOMTREE TR | $47.84万 | 0.04% | 8,464 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $47.90万 | 0.04% | 923 | -78 | -7.8% | -$4.05万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $47.98万 | 0.04% | 25,742 | -11 | -0.0% | -$205 | 减仓 |
| PFF | ISHARES TR | $48.17万 | 0.04% | 15,799 | 15,799 | — | $48.17万 | 新建仓 |
| WMB | WILLIAMS COS INC | $48.36万 | 0.04% | 6,506 | -101 | -1.5% | -$7,508 | 减仓 |
| VPU | VANGUARD WORLD FD | $49.06万 | 0.04% | 2,507 | -2,521 | -50.1% | -$49.34万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $49.15万 | 0.04% | 9,416 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.16万 | 0.04% | 1,029 | 355 | 52.7% | $16.96万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $49.16万 | 0.04% | 12,445 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $49.41万 | 0.04% | 16,487 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $49.87万 | 0.04% | 21,276 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $49.94万 | 0.04% | 19,772 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $50.43万 | 0.04% | 783 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $50.87万 | 0.04% | 974 | -6,907 | -87.6% | -$360.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.94万 | 0.04% | 1,016 | 39 | 4.0% | $1.96万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $51.35万 | 0.05% | 4,340 | -29 | -0.7% | -$3,431 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $51.66万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $51.78万 | 0.05% | 6,469 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $51.93万 | 0.05% | 2,349 | 2,349 | — | $51.93万 | 新建仓 |
| MO | ALTRIA GROUP INC | $52.51万 | 0.05% | 7,298 | -1,223 | -14.4% | -$8.80万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $52.73万 | 0.05% | 9,823 | -150 | -1.5% | -$8,052 | 减仓 |
| PFE | PFIZER INC | $52.73万 | 0.05% | 21,899 | -49 | -0.2% | -$1,180 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $52.89万 | 0.05% | 4,920 | -242 | -4.7% | -$2.60万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $53.07万 | 0.05% | 18,050 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $53.38万 | 0.05% | 5,882 | -1,786 | -23.3% | -$16.21万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $53.84万 | 0.05% | 4,434 | -659 | -12.9% | -$8.00万 | 减仓 |
| VIS | VANGUARD WORLD FD | $53.89万 | 0.05% | 1,495 | -1,317 | -46.8% | -$47.47万 | 减仓 |
| SOXX | ISHARES TR | $54.31万 | 0.05% | 848 | 25 | 3.0% | $1.60万 | 加仓 |
| PEP | PEPSICO INC | $54.88万 | 0.05% | 4,054 | -160 | -3.8% | -$2.17万 | 减仓 |
| TER | TERADYNE INC | $54.96万 | 0.05% | 1,136 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $55.21万 | 0.05% | 22,490 | -7,157 | -24.1% | -$17.57万 | 减仓 |
| WFC | WELLS FARGO & CO | $55.29万 | 0.05% | 6,691 | -997 | -13.0% | -$8.24万 | 减仓 |
| MAS | MASCO CORP | $55.34万 | 0.05% | 6,801 | -61 | -0.9% | -$4,964 | 减仓 |
| VOO | VANGUARD INDEX FDS | $55.37万 | 0.05% | 806 | -296 | -26.9% | -$20.33万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.23万 | 0.05% | 2,284 | -37 | -1.6% | -$9,108 | 减仓 |
| NVS | NOVARTIS AG | $56.65万 | 0.05% | 3,614 | -22 | -0.6% | -$3,448 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $56.68万 | 0.05% | 24,452 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $56.71万 | 0.05% | 20,026 | -1,115 | -5.3% | -$3.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $57.10万 | 0.05% | 10,571 | -31 | -0.3% | -$1,675 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $57.60万 | 0.05% | 2,871 | -5 | -0.2% | -$1,003 | 减仓 |
| ABNB | AIRBNB INC | $57.67万 | 0.05% | 4,030 | 83 | 2.1% | $1.19万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $57.80万 | 0.05% | 1,749 | 75 | 4.5% | $2.48万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $58.21万 | 0.05% | 3,312 | -249 | -7.0% | -$4.38万 | 减仓 |
| SE | SEA LTD | $59.28万 | 0.05% | 6,186 | 291 | 4.9% | $2.79万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $59.80万 | 0.05% | 2,337 | -71 | -2.9% | -$1.82万 | 减仓 |
| DHR | DANAHER CORP DEL | $59.93万 | 0.05% | 3,146 | 32 | 1.0% | $6,096 | 加仓 |
| F | FORD MTR CO | $60.49万 | 0.05% | 43,521 | -64 | -0.1% | -$890 | 减仓 |
| Q | QNITY ELECTRONICS INC | $60.82万 | 0.05% | 3,724 | -146 | -3.8% | -$2.38万 | 减仓 |
| IBB | ISHARES TR | $60.98万 | 0.05% | 3,206 | -97 | -2.9% | -$1.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $60.99万 | 0.05% | 4,458 | -100 | -2.2% | -$1.37万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $61.44万 | 0.05% | 1,935 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $62.12万 | 0.05% | 6,633 | -64 | -1.0% | -$5,994 | 减仓 |
| NUE | NUCOR CORP | $62.30万 | 0.06% | 2,797 | -25 | -0.9% | -$5,569 | 减仓 |
| ALL | ALLSTATE CORP | $62.44万 | 0.06% | 2,624 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $62.95万 | 0.06% | 8,723 | 1,280 | 17.2% | $9.24万 | 加仓 |
| KEY | KEYCORP | $63.10万 | 0.06% | 27,376 | -370 | -1.3% | -$8,529 | 减仓 |