Institute for Wealth Management, LLC.
DENVER CO · SEC CIK 0001533954
$9.38亿2026Q1 申报市值
542持仓数
29.9%前十大占比 · 第一大 13.8%
30 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$765.63万
DIA 加仓+$310.14万
IMMX 新建仓+$307.51万
EDV 加仓+$227.75万
SNOW 加仓+$173.20万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$226.51万
NVDA 减仓-$206.73万
CIBR 减仓-$137.13万
BXSL 减仓-$106.64万
AAPL 减仓-$79.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SUSB | ISHARES TR | $24.03万 | 0.03% | 9,588 | -5,283 | -35.5% | -$13.24万 | 减仓 |
| PRI | PRIMERICA INC | $24.09万 | 0.03% | 962 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $24.29万 | 0.03% | 4,193 | 373 | 9.8% | $2.16万 | 加仓 |
| SYY | SYSCO CORP | $24.39万 | 0.03% | 3,419 | -12 | -0.3% | -$856 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.50万 | 0.03% | 2,641 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $24.69万 | 0.03% | 8,703 | 974 | 12.6% | $2.76万 | 加仓 |
| BP | BP PLC | $24.77万 | 0.03% | 5,270 | 5,270 | — | $24.77万 | 新建仓 |
| EES | WISDOMTREE TR | $24.90万 | 0.03% | 4,290 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $24.99万 | 0.03% | 3,185 | -90 | -2.7% | -$7,062 | 减仓 |
| SUSL | ISHARES TR | $24.99万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $25.16万 | 0.03% | 11,969 | 97 | 0.8% | $2,039 | 加仓 |
| QXO | QXO INC | $25.18万 | 0.03% | 12,968 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $25.24万 | 0.03% | 397 | 397 | — | $25.24万 | 新建仓 |
| DG | DOLLAR GEN CORP | $25.38万 | 0.03% | 2,137 | 3 | 0.1% | $356 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $25.40万 | 0.03% | 14,834 | -313 | -2.1% | -$5,359 | 减仓 |
| AMT | AMERICAN TOWER CORP | $25.44万 | 0.03% | 1,474 | 5 | 0.3% | $863 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $25.52万 | 0.03% | 18,547 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $25.52万 | 0.03% | 1,757 | -59 | -3.2% | -$8,571 | 减仓 |
| KBE | SPDR SERIES TRUST | $26.08万 | 0.03% | 4,380 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.29万 | 0.03% | 385 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $26.30万 | 0.03% | 1,559 | 1,559 | — | $26.30万 | 新建仓 |
| PCAR | PACCAR INC | $26.36万 | 0.03% | 2,282 | -40 | -1.7% | -$4,620 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $26.58万 | 0.03% | 1,350 | -6 | -0.4% | -$1,181 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.68万 | 0.03% | 1,025 | 4 | 0.4% | $1,041 | 加仓 |
| SSO | PROSHARES TR | $26.71万 | 0.03% | 5,148 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $26.79万 | 0.03% | 1,004 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $26.89万 | 0.03% | 605 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $27.06万 | 0.03% | 823 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $27.07万 | 0.03% | 6,757 | 626 | 10.2% | $2.51万 | 加仓 |
| — | VANECK ETF TRUST | $27.14万 | 0.03% | 26,455 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $27.37万 | 0.03% | 5,200 | -199 | -3.7% | -$1.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $27.64万 | 0.03% | 3,487 | -19 | -0.5% | -$1,506 | 减仓 |
| TWLO | TWILIO INC | $27.71万 | 0.03% | 2,202 | -175 | -7.4% | -$2.20万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $27.82万 | 0.03% | 1,282 | -98 | -7.1% | -$2.13万 | 减仓 |
| AZO | AUTOZONE INC | $28.04万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $28.18万 | 0.03% | 2,901 | 45 | 1.6% | $4,371 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $28.45万 | 0.03% | 12,723 | 7 | 0.1% | $157 | 加仓 |
| WHR | WHIRLPOOL CORP | $28.55万 | 0.03% | 5,295 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $28.56万 | 0.03% | 4,263 | -3 | -0.1% | -$201 | 减仓 |
| FISV | FISERV INC | $28.57万 | 0.03% | 5,119 | -53 | -1.0% | -$2,958 | 减仓 |
| IWO | ISHARES TR | $28.59万 | 0.03% | 911 | -23 | -2.5% | -$7,218 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $28.67万 | 0.03% | 4,866 | -44 | -0.9% | -$2,592 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $28.69万 | 0.03% | 1,447 | 14 | 1.0% | $2,776 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $28.77万 | 0.03% | 4,690 | -60 | -1.3% | -$3,681 | 减仓 |
| RVTY | REVVITY INC | $28.86万 | 0.03% | 3,294 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.91万 | 0.03% | 1,322 | 137 | 11.6% | $3.00万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.05万 | 0.03% | 1,390 | 19 | 1.4% | $3,971 | 加仓 |
| NJR | NEW JERSEY RES CORP | $29.14万 | 0.03% | 5,307 | -456 | -7.9% | -$2.50万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $29.23万 | 0.03% | 1,896 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $29.48万 | 0.03% | 9,969 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $29.62万 | 0.03% | 5,909 | 479 | 8.8% | $2.40万 | 加仓 |
| IJK | ISHARES TR | $29.74万 | 0.03% | 2,956 | 57 | 2.0% | $5,735 | 加仓 |
| TGT | TARGET CORP | $30.06万 | 0.03% | 2,480 | 2 | 0.1% | $242 | 加仓 |
| MAT | MATTEL INC | $30.16万 | 0.03% | 20,759 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $30.16万 | 0.03% | 5,543 | -627 | -10.2% | -$3.41万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $30.27万 | 0.03% | 2,835 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $30.44万 | 0.03% | 12,461 | 25 | 0.2% | $611 | 加仓 |
| MGC | VANGUARD WORLD FD | $30.45万 | 0.03% | 1,288 | 44 | 3.5% | $1.04万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $30.54万 | 0.03% | 8,252 | -19 | -0.2% | -$703 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $30.66万 | 0.03% | 11,164 | -335 | -2.9% | -$9,199 | 减仓 |
| SDY | SPDR SERIES TRUST | $30.78万 | 0.03% | 2,109 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $30.84万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.86万 | 0.03% | 1,519 | 11 | 0.7% | $2,235 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $30.98万 | 0.03% | 1,950 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $31.02万 | 0.03% | 4,282 | 246 | 6.1% | $1.78万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.35万 | 0.03% | 8,517 | 758 | 9.8% | $2.79万 | 加仓 |
| DOCU | DOCUSIGN INC | $31.41万 | 0.03% | 6,625 | 6,625 | — | $31.41万 | 新建仓 |
| — | PIMCO GLOBAL STOCKSPLS INCM | $31.53万 | 0.03% | 37,850 | 66 | 0.2% | $550 | 加仓 |
| COWZ | PACER FDS TR | $31.61万 | 0.03% | 5,052 | 485 | 10.6% | $3.03万 | 加仓 |
| IWF | ISHARES TR 看跌期权 | $31.67万 | 0.03% | 743 | 743 | — | $31.67万 | 新建仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $32.12万 | 0.03% | 13,749 | -884 | -6.0% | -$2.07万 | 减仓 |
| GEN | GEN DIGITAL INC | $32.15万 | 0.03% | 17,071 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $32.21万 | 0.03% | 5,720 | -98 | -1.7% | -$5,518 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $33.06万 | 0.04% | 6,507 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $33.08万 | 0.04% | 344 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $33.09万 | 0.04% | 2,204 | 2,204 | — | $33.09万 | 新建仓 |
| TMUS | T-MOBILE US INC | $33.27万 | 0.04% | 1,584 | -129 | -7.5% | -$2.71万 | 减仓 |
| DHI | D R HORTON INC | $33.50万 | 0.04% | 2,441 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $33.60万 | 0.04% | 9,654 | -1,455 | -13.1% | -$5.06万 | 减仓 |
| TER | TERADYNE INC | $33.68万 | 0.04% | 1,136 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $33.76万 | 0.04% | 4,032 | -623 | -13.4% | -$5.22万 | 减仓 |
| RKT | ROCKET COS INC | $33.93万 | 0.04% | 23,811 | 4,015 | 20.3% | $5.72万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.99万 | 0.04% | 2,768 | 175 | 6.7% | $2.15万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $34.60万 | 0.04% | 2,523 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $34.63万 | 0.04% | 9,416 | -100 | -1.1% | -$3,678 | 减仓 |
| IT | GARTNER INC | $34.69万 | 0.04% | 2,191 | -21 | -0.9% | -$3,325 | 减仓 |
| SO | SOUTHERN CO | $34.88万 | 0.04% | 3,613 | -232 | -6.0% | -$2.24万 | 减仓 |
| APA | APA CORPORATION | $34.88万 | 0.04% | 8,219 | 39 | 0.5% | $1,655 | 加仓 |
| BN | BROOKFIELD CORP | $35.02万 | 0.04% | 8,654 | 644 | 8.0% | $2.61万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $35.06万 | 0.04% | 2,299 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $35.07万 | 0.04% | 3,880 | 14 | 0.4% | $1,265 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $35.13万 | 0.04% | 4,702 | -107 | -2.2% | -$7,995 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $35.80万 | 0.04% | 5,978 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $35.84万 | 0.04% | 3,389 | -9 | -0.3% | -$952 | 减仓 |
| MHO | M/I HOMES INC | $35.87万 | 0.04% | 2,929 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.87万 | 0.04% | 582 | -30 | -4.9% | -$1.85万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $36.02万 | 0.04% | 8,523 | -200 | -2.3% | -$8,452 | 减仓 |
| ALV | AUTOLIV INC | $36.27万 | 0.04% | 3,449 | -104 | -2.9% | -$1.09万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $36.30万 | 0.04% | 7,491 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $36.56万 | 0.04% | 6,786 | 0 | 0.0% | — | 不变 |