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 |
|---|---|---|---|---|---|---|---|---|
| RILY | BRC GROUP HOLDINGS INC | $780 | 0.00% | 97 | 97 | — | $780 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $790 | 0.00% | 25 | 25 | — | $790 | 新建仓 |
| — | RE/MAX HLDGS INC | $839 | 0.00% | 85 | 85 | — | $839 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $840 | 0.00% | 38 | 38 | — | $840 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $840 | 0.00% | 43 | 43 | — | $840 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $852 | 0.00% | 88 | 88 | — | $852 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $873 | 0.00% | 50 | 50 | — | $873 | 新建仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $878 | 0.00% | 72 | 72 | — | $878 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $886 | 0.00% | 75 | 75 | — | $886 | 新建仓 |
| INFQ | INFLEQTION INC | $893 | 0.00% | 67 | 67 | — | $893 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $917 | 0.00% | 16 | 16 | — | $917 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $922 | 0.00% | 28 | 28 | — | $922 | 新建仓 |
| MG | MISTRAS GROUP INC | $927 | 0.00% | 53 | 53 | — | $927 | 新建仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $929 | 0.00% | 40 | 40 | — | $929 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $939 | 0.00% | 59 | 59 | — | $939 | 新建仓 |
| LNN | LINDSAY CORP | $939 | 0.00% | 8 | 8 | — | $939 | 新建仓 |
| THO | THOR INDS INC | $978 | 0.00% | 13 | 13 | — | $978 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $993 | 0.00% | 40 | 40 | — | $993 | 新建仓 |
| SANM | SANMINA CORP | $1,002 | 0.00% | 4 | 4 | — | $1,002 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $1,011 | 0.00% | 38 | 38 | — | $1,011 | 新建仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $1,017 | 0.00% | 48 | 48 | — | $1,017 | 新建仓 |
| CCJ | CAMECO CORP | $1,019 | 0.00% | 10 | 10 | — | $1,019 | 新建仓 |
| — | INVESCO CURRENCYSHARES BRIT | $1,022 | 0.00% | 8 | 8 | — | $1,022 | 新建仓 |
| POWR | ISHARES INC | $1,023 | 0.00% | 37 | 37 | — | $1,023 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $1,025 | 0.00% | 35 | 35 | — | $1,025 | 新建仓 |
| PLXS | PLEXUS CORP | $1,030 | 0.00% | 3 | 3 | — | $1,030 | 新建仓 |
| FMC | FMC CORP | $1,035 | 0.00% | 90 | 90 | — | $1,035 | 新建仓 |
| PAVE | GLOBAL X FDS | $1,052 | 0.00% | 18 | 18 | — | $1,052 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $1,055 | 0.00% | 6 | 6 | — | $1,055 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $1,066 | 0.00% | 20 | 20 | — | $1,066 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,074 | 0.00% | 2 | 2 | — | $1,074 | 新建仓 |
| IETC | ISHARES U S ETF TR | $1,074 | 0.00% | 10 | 10 | — | $1,074 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $1,097 | 0.00% | 82 | 82 | — | $1,097 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,118 | 0.00% | 26 | 26 | — | $1,118 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $1,135 | 0.00% | 9 | 9 | — | $1,135 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $1,165 | 0.00% | 29 | 29 | — | $1,165 | 新建仓 |
| FRDM | EA SERIES TRUST | $1,201 | 0.00% | 16 | 16 | — | $1,201 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION | $1,223 | 0.00% | 21 | 21 | — | $1,223 | 新建仓 |
| — | XAI MADISON EQUITY PREMIUM I | $1,237 | 0.00% | 224 | 224 | — | $1,237 | 新建仓 |
| OGN | ORGANON & CO | $1,246 | 0.00% | 92 | 92 | — | $1,246 | 新建仓 |
| IQLT | ISHARES TR | $1,289 | 0.00% | 26 | 26 | — | $1,289 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $1,290 | 0.00% | 9 | 9 | — | $1,290 | 新建仓 |
| — | THEMES ETF TR | $1,300 | 0.00% | 33 | 33 | — | $1,300 | 新建仓 |
| CXW | CORECIVIC INC | $1,307 | 0.00% | 43 | 43 | — | $1,307 | 新建仓 |
| FDG | AMERICAN CENTY ETF TR | $1,331 | 0.00% | 10 | 10 | — | $1,331 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,341 | 0.00% | 12 | 12 | — | $1,341 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1,356 | 0.00% | 9 | 9 | — | $1,356 | 新建仓 |
| USAR | USA RARE EARTH INC | $1,382 | 0.00% | 64 | 64 | — | $1,382 | 新建仓 |
| — | GLOBAL X FDS | $1,414 | 0.00% | 26 | 26 | — | $1,414 | 新建仓 |
| NXT | NEXTPOWER INC | $1,445 | 0.00% | 12 | 12 | — | $1,445 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1,472 | 0.00% | 150 | 150 | — | $1,472 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,488 | 0.00% | 18 | 18 | — | $1,488 | 新建仓 |
| — | GLOBAL X FDS | $1,501 | 0.00% | 61 | 61 | — | $1,501 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $1,512 | 0.00% | 200 | 200 | — | $1,512 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $1,517 | 0.00% | 14 | 14 | — | $1,517 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $1,522 | 0.00% | 104 | 104 | — | $1,522 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,530 | 0.00% | 30 | 30 | — | $1,530 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,532 | 0.00% | 2 | 2 | — | $1,532 | 新建仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $1,558 | 0.00% | 32 | 32 | — | $1,558 | 新建仓 |
| — | ORACLE CORP | $1,574 | 0.00% | 35 | 35 | — | $1,574 | 新建仓 |
| PL | PLANET LABS PBC | $1,575 | 0.00% | 48 | 48 | — | $1,575 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $1,578 | 0.00% | 168 | 168 | — | $1,578 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,585 | 0.00% | 38 | 38 | — | $1,585 | 新建仓 |
| TU | TELUS CORPORATION | $1,586 | 0.00% | 150 | 150 | — | $1,586 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,592 | 0.00% | 140 | 140 | — | $1,592 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $1,607 | 0.00% | 22 | 22 | — | $1,607 | 新建仓 |
| — | TILRAY BRANDS INC | $1,636 | 0.00% | 364 | 364 | — | $1,636 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,686 | 0.00% | 10 | 10 | — | $1,686 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $1,699 | 0.00% | 9 | 9 | — | $1,699 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $1,702 | 0.00% | 3 | 3 | — | $1,702 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,702 | 0.00% | 11 | 11 | — | $1,702 | 新建仓 |
| BOX | BOX INC | $1,726 | 0.00% | 65 | 65 | — | $1,726 | 新建仓 |
| RIG | TRANSOCEAN LTD | $1,737 | 0.00% | 355 | 355 | — | $1,737 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1,737 | 0.00% | 50 | 50 | — | $1,737 | 新建仓 |
| — | PROSHARES TR | $1,738 | 0.00% | 21 | 21 | — | $1,738 | 新建仓 |
| CNDT | CONDUENT INC | $1,752 | 0.00% | 1,200 | 1,200 | — | $1,752 | 新建仓 |
| SATL | SATELLOGIC INC | $1,760 | 0.00% | 308 | 308 | — | $1,760 | 新建仓 |
| DTCR | GLOBAL X FDS | $1,778 | 0.00% | 59 | 59 | — | $1,778 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $1,781 | 0.00% | 210 | 210 | — | $1,781 | 新建仓 |
| — | ALIGHT INC | $1,781 | 0.00% | 3,180 | 3,180 | — | $1,781 | 新建仓 |
| EQT | EQT CORP | $1,832 | 0.00% | 34 | 34 | — | $1,832 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1,835 | 0.00% | 75 | 75 | — | $1,835 | 新建仓 |
| — | ISHARES TR | $1,905 | 0.00% | 86 | 86 | — | $1,905 | 新建仓 |
| NEXN | NEXXEN INTL LTD | $1,915 | 0.00% | 212 | 212 | — | $1,915 | 新建仓 |
| SKM | SK TELECOM CO LTD | $1,930 | 0.00% | 60 | 60 | — | $1,930 | 新建仓 |
| CUBE | CUBESMART | $1,957 | 0.00% | 49 | 49 | — | $1,957 | 新建仓 |
| YELP | YELP INC | $1,962 | 0.00% | 80 | 80 | — | $1,962 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $1,969 | 0.00% | 225 | 225 | — | $1,969 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $1,977 | 0.00% | 32 | 32 | — | $1,977 | 新建仓 |
| DNN | DENISON MINES CORP | $2,029 | 0.00% | 663 | 663 | — | $2,029 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $2,030 | 0.00% | 150 | 150 | — | $2,030 | 新建仓 |
| FPI | FARMLAND PARTNERS INC | $2,033 | 0.00% | 210 | 210 | — | $2,033 | 新建仓 |
| — | PROSHARES TR | $2,037 | 0.00% | 31 | 31 | — | $2,037 | 新建仓 |
| — | FABRICAI INC | $2,048 | 0.00% | 555 | 555 | — | $2,048 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $2,060 | 0.00% | 242 | 242 | — | $2,060 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $2,062 | 0.00% | 4,482 | 4,482 | — | $2,062 | 新建仓 |
| SIL | GLOBAL X FDS | $2,078 | 0.00% | 27 | 27 | — | $2,078 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $2,096 | 0.00% | 87 | 87 | — | $2,096 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2,125 | 0.00% | 166 | 166 | — | $2,125 | 新建仓 |
| — | NUVEEN NY AMT FREE | $2,144 | 0.00% | 200 | 200 | — | $2,144 | 新建仓 |