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 |
|---|---|---|---|---|---|---|---|---|
| WCC | WESCO INTL INC | $63.42万 | 0.06% | 1,836 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $63.83万 | 0.06% | 36,749 | -1,000 | -2.6% | -$1.74万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $64.30万 | 0.06% | 9,240 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $64.38万 | 0.06% | 10,658 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $64.92万 | 0.06% | 5,686 | 3,130 | 122.5% | $35.74万 | 加仓 |
| VDE | VANGUARD WORLD FD | $65.24万 | 0.06% | 4,345 | -3,912 | -47.4% | -$58.74万 | 减仓 |
| D | DOMINION ENERGY INC | $65.63万 | 0.06% | 9,611 | -65 | -0.7% | -$4,439 | 减仓 |
| IEFA | ISHARES TR | $66.49万 | 0.06% | 6,884 | -652 | -8.7% | -$6.30万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $66.56万 | 0.06% | 9,385 | 2 | 0.0% | $142 | 加仓 |
| EPS | WISDOMTREE TR | $66.70万 | 0.06% | 8,575 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $67.67万 | 0.06% | 9,466 | -170 | -1.8% | -$1.22万 | 减仓 |
| T | AT&T INC | $68.27万 | 0.06% | 32,982 | -1,512 | -4.4% | -$3.13万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $68.60万 | 0.06% | 61,525 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $68.64万 | 0.06% | 5,933 | -676 | -10.2% | -$7.82万 | 减仓 |
| IONQ | IONQ INC | $68.69万 | 0.06% | 12,897 | -768 | -5.6% | -$4.09万 | 减仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $69.07万 | 0.06% | 52,289 | -467 | -0.9% | -$6,169 | 减仓 |
| EMR | EMERSON ELEC CO | $69.09万 | 0.06% | 4,826 | 312 | 6.9% | $4.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $69.12万 | 0.06% | 7,202 | -359 | -4.7% | -$3.45万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $69.26万 | 0.06% | 4,003 | -12 | -0.3% | -$2,076 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $69.44万 | 0.06% | 4,753 | 15 | 0.3% | $2,191 | 加仓 |
| AER | AERCAP HOLDINGS NV | $69.95万 | 0.06% | 4,798 | 181 | 3.9% | $2.64万 | 加仓 |
| EFG | ISHARES TR | $69.97万 | 0.06% | 5,623 | -790 | -12.3% | -$9.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $70.13万 | 0.06% | 1,428 | -120 | -7.8% | -$5.89万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $70.15万 | 0.06% | 7,226 | -139 | -1.9% | -$1.35万 | 减仓 |
| CTVA | CORTEVA INC | $71.38万 | 0.06% | 8,428 | 125 | 1.5% | $1.06万 | 加仓 |
| AIR | AAR CORP | $71.47万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $71.63万 | 0.06% | 422 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $71.93万 | 0.06% | 602 | -191 | -24.1% | -$22.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $72.03万 | 0.06% | 15,886 | 3,947 | 33.1% | $17.90万 | 加仓 |
| QXO | QXO INC | $74.36万 | 0.07% | 43,031 | 30,063 | 231.8% | $51.95万 | 加仓 |
| CTAS | CINTAS CORP | $74.48万 | 0.07% | 4,379 | 371 | 9.3% | $6.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.51万 | 0.07% | 3,502 | 378 | 12.1% | $8.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.56万 | 0.07% | 17,846 | -1,264 | -6.6% | -$5.35万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $76.28万 | 0.07% | 4,808 | 489 | 11.3% | $7.76万 | 加仓 |
| LEN | LENNAR CORP | $77.00万 | 0.07% | 8,509 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $77.57万 | 0.07% | 15,260 | 3,096 | 25.5% | $15.74万 | 加仓 |
| — | EXXON MOBIL CORP | $78.20万 | 0.07% | 5,720 | -155 | -2.6% | -$2.12万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $78.79万 | 0.07% | 3,308 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $80.13万 | 0.07% | 5,306 | 5,306 | — | $80.13万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $80.25万 | 0.07% | 18,091 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $80.74万 | 0.07% | 2,987 | -150 | -4.8% | -$4.05万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $80.89万 | 0.07% | 4,307 | -8 | -0.2% | -$1,503 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $81.52万 | 0.07% | 9,073 | 150 | 1.7% | $1.35万 | 加仓 |
| NKE | NIKE INC | $81.59万 | 0.07% | 19,875 | -1,303 | -6.2% | -$5.35万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $81.60万 | 0.07% | 17,855 | 1,697 | 10.5% | $7.76万 | 加仓 |
| DOL | WISDOMTREE TR | $81.65万 | 0.07% | 10,980 | -24 | -0.2% | -$1,785 | 减仓 |
| JETS | ETF SER SOLUTIONS | $82.23万 | 0.07% | 24,753 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $82.56万 | 0.07% | 12,690 | -290 | -2.2% | -$1.89万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $83.07万 | 0.07% | 16,156 | -80 | -0.5% | -$4,113 | 减仓 |
| WDAY | WORKDAY INC | $83.07万 | 0.07% | 6,786 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $84.97万 | 0.08% | 8,782 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $85.27万 | 0.08% | 12,199 | 2 | 0.0% | $140 | 加仓 |
| KO | COCA COLA CO | $85.40万 | 0.08% | 10,508 | 244 | 2.4% | $1.98万 | 加仓 |
| CET | CENTRAL SECS CORP | $85.99万 | 0.08% | 16,394 | 0 | 0.0% | — | 不变 |
| GRNJ | TIDAL TRUST III | $86.37万 | 0.08% | 27,471 | 7,887 | 40.3% | $24.80万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $86.53万 | 0.08% | 8,017 | -424 | -5.0% | -$4.58万 | 减仓 |
| IYT | ISHARES TR | $86.82万 | 0.08% | 10,008 | -44 | -0.4% | -$3,817 | 减仓 |
| MET | METLIFE INC | $87.18万 | 0.08% | 10,304 | -60 | -0.6% | -$5,076 | 减仓 |
| SNOW | SNOWFLAKE INC | $87.78万 | 0.08% | 3,449 | -12,166 | -77.9% | -$309.62万 | 减仓 |
| — | WISDOMTREE TR | $88.03万 | 0.08% | 6,713 | -15 | -0.2% | -$1,967 | 减仓 |
| HQY | HEALTHEQUITY INC | $88.89万 | 0.08% | 9,842 | -665 | -6.3% | -$6.01万 | 减仓 |
| FLEX | FLEX LTD | $89.80万 | 0.08% | 5,541 | 5,541 | — | $89.80万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $89.80万 | 0.08% | 2,264 | -2,425 | -51.7% | -$96.19万 | 减仓 |
| MCK | MCKESSON CORP | $90.48万 | 0.08% | 1,197 | -8 | -0.7% | -$6,047 | 减仓 |
| SPGI | S&P GLOBAL INC | $90.62万 | 0.08% | 2,225 | -17 | -0.8% | -$6,924 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $91.85万 | 0.08% | 18,911 | -600 | -3.1% | -$2.91万 | 减仓 |
| VOX | VANGUARD WORLD FD | $92.82万 | 0.08% | 5,046 | -5,179 | -50.7% | -$95.27万 | 减仓 |
| KKR | KKR & CO INC | $93.19万 | 0.08% | 10,154 | 375 | 3.8% | $3.44万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $93.77万 | 0.08% | 7,422 | -12 | -0.2% | -$1,516 | 减仓 |
| SNDK | SANDISK CORP | $93.95万 | 0.08% | 413 | 16 | 4.0% | $3.64万 | 加仓 |
| EZM | WISDOMTREE TR | $94.65万 | 0.08% | 12,490 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $94.88万 | 0.08% | 1,694 | -52 | -3.0% | -$2.91万 | 减仓 |
| MTN | VAIL RESORTS INC | $94.99万 | 0.08% | 6,977 | -105 | -1.5% | -$1.43万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $95.40万 | 0.08% | 2,447 | 32 | 1.3% | $1.25万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $95.45万 | 0.08% | 9,247 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $96.35万 | 0.09% | 9,474 | -223 | -2.3% | -$2.27万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $96.43万 | 0.09% | 22,959 | 7,490 | 48.4% | $31.46万 | 加仓 |
| MCO | MOODYS CORP | $97.20万 | 0.09% | 2,146 | -54 | -2.5% | -$2.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.42万 | 0.09% | 3,500 | 36 | 1.0% | $1.01万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $99.65万 | 0.09% | 13,152 | -216 | -1.6% | -$1.64万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $100.33万 | 0.09% | 40,767 | -21 | -0.1% | -$517 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $100.45万 | 0.09% | 10,886 | -159 | -1.4% | -$1.47万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $101.37万 | 0.09% | 2,549 | 128 | 5.3% | $5.09万 | 加仓 |
| DTD | WISDOMTREE TR | $103.41万 | 0.09% | 11,090 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $104.29万 | 0.09% | 6,884 | -61 | -0.9% | -$9,241 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $104.77万 | 0.09% | 2,709 | -14 | -0.5% | -$5,414 | 减仓 |
| COP | CONOCOPHILLIPS | $105.74万 | 0.09% | 10,171 | -311 | -3.0% | -$3.23万 | 减仓 |
| CI | THE CIGNA GROUP | $105.83万 | 0.09% | 3,839 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $106.40万 | 0.09% | 3,104 | -4 | -0.1% | -$1,371 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $106.75万 | 0.09% | 48,086 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $107.41万 | 0.09% | 8,162 | -7,508 | -47.9% | -$98.81万 | 减仓 |
| XYZ | BLOCK INC | $108.20万 | 0.10% | 14,237 | -1,056 | -6.9% | -$8.03万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.03万 | 0.10% | 12,427 | -535 | -4.1% | -$4.74万 | 减仓 |
| PSX | PHILLIPS 66 | $110.77万 | 0.10% | 6,553 | -526 | -7.4% | -$8.89万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $110.84万 | 0.10% | 14,872 | -580 | -3.8% | -$4.32万 | 减仓 |
| CIEN | CIENA CORP | $111.01万 | 0.10% | 2,263 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $111.33万 | 0.10% | 7,592 | 269 | 3.7% | $3.94万 | 加仓 |
| IHE | ISHARES TR | $111.98万 | 0.10% | 11,310 | 66 | 0.6% | $6,535 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $114.39万 | 0.10% | 19,824 | -278 | -1.4% | -$1.60万 | 减仓 |
| VLO | VALERO ENERGY CORP | $115.04万 | 0.10% | 4,417 | -108 | -2.4% | -$2.81万 | 减仓 |