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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO CALIF VALUE MUN INCO | $2,158 | 0.00% | 200 | 200 | — | $2,158 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $2,164 | 0.00% | 46 | 46 | — | $2,164 | 新建仓 |
| NASA | TEMA ETF TRUST | $2,188 | 0.00% | 72 | 72 | — | $2,188 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $2,242 | 0.00% | 667 | 667 | — | $2,242 | 新建仓 |
| — | INVESCO PA VALUE MUN INC TR | $2,264 | 0.00% | 200 | 200 | — | $2,264 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $2,281 | 0.00% | 45 | 45 | — | $2,281 | 新建仓 |
| — | CUMBERLAND PHARMACEUTICALS I | $2,285 | 0.00% | 352 | 352 | — | $2,285 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $2,286 | 0.00% | 197 | 197 | — | $2,286 | 新建仓 |
| TRMB | TRIMBLE INC | $2,304 | 0.00% | 45 | 45 | — | $2,304 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $2,330 | 0.00% | 500 | 500 | — | $2,330 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,331 | 0.00% | 46 | 46 | — | $2,331 | 新建仓 |
| BUG | GLOBAL X FDS | $2,333 | 0.00% | 61 | 61 | — | $2,333 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,350 | 0.00% | 10 | 10 | — | $2,350 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $2,355 | 0.00% | 2,478 | 2,478 | — | $2,355 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,395 | 0.00% | 94 | 94 | — | $2,395 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $2,396 | 0.00% | 74 | 74 | — | $2,396 | 新建仓 |
| VLUE | ISHARES TR | $2,398 | 0.00% | 12 | 12 | — | $2,398 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2,442 | 0.00% | 141 | 141 | — | $2,442 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $2,467 | 0.00% | 93 | 93 | — | $2,467 | 新建仓 |
| VGNT | VERSIGENT PLC | $2,479 | 0.00% | 59 | 59 | — | $2,479 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $2,515 | 0.00% | 77 | 77 | — | $2,515 | 新建仓 |
| ATRO | ASTRONICS CORP | $2,520 | 0.00% | 31 | 31 | — | $2,520 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $2,550 | 0.00% | 197 | 197 | — | $2,550 | 新建仓 |
| KSS | KOHLS CORP | $2,570 | 0.00% | 145 | 145 | — | $2,570 | 新建仓 |
| WSBC | WESBANCO INC | $2,576 | 0.00% | 66 | 66 | — | $2,576 | 新建仓 |
| TRIP | TRIPADVISOR INC | $2,605 | 0.00% | 190 | 190 | — | $2,605 | 新建仓 |
| AXGN | AXOGEN INC | $2,619 | 0.00% | 57 | 57 | — | $2,619 | 新建仓 |
| COHR | COHERENT CORP | $2,628 | 0.00% | 7 | 7 | — | $2,628 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2,629 | 0.00% | 20 | 20 | — | $2,629 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC | $2,634 | 0.00% | 73 | 73 | — | $2,634 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2,661 | 0.00% | 98 | 98 | — | $2,661 | 新建仓 |
| BKGI | BNY MELLON ETF TRUST | $2,699 | 0.00% | 60 | 60 | — | $2,699 | 新建仓 |
| — | ROYCE GLOBAL TRUST INC | $2,715 | 0.00% | 191 | 191 | — | $2,715 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $2,716 | 0.00% | 156 | 156 | — | $2,716 | 新建仓 |
| PJT | PJT PARTNERS INC | $2,717 | 0.00% | 18 | 18 | — | $2,717 | 新建仓 |
| RHI | ROBERT HALF INC. | $2,763 | 0.00% | 90 | 90 | — | $2,763 | 新建仓 |
| ROE | EA SERIES TRUST | $2,771 | 0.00% | 65 | 65 | — | $2,771 | 新建仓 |
| HUM | HUMANA INC | $2,781 | 0.00% | 7 | 7 | — | $2,781 | 新建仓 |
| AEG | AEGON LTD | $2,802 | 0.00% | 332 | 332 | — | $2,802 | 新建仓 |
| ESML | ISHARES TR | $2,853 | 0.00% | 51 | 51 | — | $2,853 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $2,860 | 0.00% | 170 | 170 | — | $2,860 | 新建仓 |
| PFFA | ETFIS SER TR I | $2,894 | 0.00% | 141 | 141 | — | $2,894 | 新建仓 |
| MIDD | MIDDLEBY CORP | $2,925 | 0.00% | 17 | 17 | — | $2,925 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,956 | 0.00% | 153 | 153 | — | $2,956 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $2,972 | 0.00% | 63 | 63 | — | $2,972 | 新建仓 |
| HLF | HERBALIFE LTD | $2,972 | 0.00% | 226 | 226 | — | $2,972 | 新建仓 |
| DRS | LEONARDO DRS INC | $3,021 | 0.00% | 71 | 71 | — | $3,021 | 新建仓 |
| DXCM | DEXCOM INC | $3,031 | 0.00% | 45 | 45 | — | $3,031 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3,094 | 0.00% | 38 | 38 | — | $3,094 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,103 | 0.00% | 20 | 20 | — | $3,103 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3,105 | 0.00% | 27 | 27 | — | $3,105 | 新建仓 |
| LEN/B | LENNAR CORP | $3,105 | 0.00% | 35 | 35 | — | $3,105 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,110 | 0.00% | 35 | 35 | — | $3,110 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $3,111 | 0.00% | 35 | 35 | — | $3,111 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $3,135 | 0.00% | 57 | 57 | — | $3,135 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,141 | 0.00% | 33 | 33 | — | $3,141 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $3,166 | 0.00% | 116 | 116 | — | $3,166 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $3,204 | 0.00% | 561 | 561 | — | $3,204 | 新建仓 |
| OCGN | OCUGEN INC | $3,213 | 0.00% | 2,100 | 2,100 | — | $3,213 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $3,274 | 0.00% | 220 | 220 | — | $3,274 | 新建仓 |
| — | HIGH INCOME SECS FD | $3,282 | 0.00% | 600 | 600 | — | $3,282 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $3,290 | 0.00% | 1,424 | 1,424 | — | $3,290 | 新建仓 |
| CMBS | ISHARES TR | $3,309 | 0.00% | 68 | 68 | — | $3,309 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3,364 | 0.00% | 25 | 25 | — | $3,364 | 新建仓 |
| — | ISHARES TR | $3,421 | 0.00% | 88 | 88 | — | $3,421 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $3,426 | 0.00% | 66 | 66 | — | $3,426 | 新建仓 |
| SFL | SFL CORPORATION LTD | $3,458 | 0.00% | 339 | 339 | — | $3,458 | 新建仓 |
| CC | CHEMOURS CO | $3,468 | 0.00% | 169 | 169 | — | $3,468 | 新建仓 |
| XTN | SPDR SERIES TRUST | $3,470 | 0.00% | 30 | 30 | — | $3,470 | 新建仓 |
| FRVO | FERVO ENERGY CO | $3,479 | 0.00% | 119 | 119 | — | $3,479 | 新建仓 |
| — | RBB FD INC | $3,493 | 0.00% | 100 | 100 | — | $3,493 | 新建仓 |
| INDA | ISHARES TR | $3,507 | 0.00% | 71 | 71 | — | $3,507 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $3,560 | 0.00% | 90 | 90 | — | $3,560 | 新建仓 |
| STM | STMICROELECTRONICS N V | $3,595 | 0.00% | 48 | 48 | — | $3,595 | 新建仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $3,649 | 0.00% | 40 | 40 | — | $3,649 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,660 | 0.00% | 108 | 108 | — | $3,660 | 新建仓 |
| PFXF | VANECK ETF TRUST | $3,671 | 0.00% | 206 | 206 | — | $3,671 | 新建仓 |
| VBND | ETF SER SOLUTIONS | $3,705 | 0.00% | 85 | 85 | — | $3,705 | 新建仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $3,718 | 0.00% | 130 | 130 | — | $3,718 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3,791 | 0.00% | 10 | 10 | — | $3,791 | 新建仓 |
| BITO | PROSHARES TR | $3,798 | 0.00% | 476 | 476 | — | $3,798 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $3,801 | 0.00% | 67 | 67 | — | $3,801 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $3,818 | 0.00% | 111 | 111 | — | $3,818 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $3,888 | 0.00% | 117 | 117 | — | $3,888 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $3,901 | 0.00% | 64 | 64 | — | $3,901 | 新建仓 |
| EMLC | VANECK ETF TRUST | $3,904 | 0.00% | 153 | 153 | — | $3,904 | 新建仓 |
| — | LMP CAP & INCOME FD INC | $3,913 | 0.00% | 250 | 250 | — | $3,913 | 新建仓 |
| MC | MOELIS & CO | $3,926 | 0.00% | 60 | 60 | — | $3,926 | 新建仓 |
| MGA | MAGNA INTL INC | $3,940 | 0.00% | 60 | 60 | — | $3,940 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $3,940 | 0.00% | 105 | 105 | — | $3,940 | 新建仓 |
| — | NIXXY INC | $3,947 | 0.00% | 2,631 | 2,631 | — | $3,947 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $3,949 | 0.00% | 27 | 27 | — | $3,949 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $3,955 | 0.00% | 350 | 350 | — | $3,955 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $4,029 | 0.00% | 33 | 33 | — | $4,029 | 新建仓 |
| POWL | POWELL INDS INC | $4,044 | 0.00% | 14 | 14 | — | $4,044 | 新建仓 |
| SKT | TANGER INC | $4,050 | 0.00% | 103 | 103 | — | $4,050 | 新建仓 |
| KE | KIMBALL ELECTRONICS INC | $4,071 | 0.00% | 159 | 159 | — | $4,071 | 新建仓 |
| ARMK | ARAMARK | $4,087 | 0.00% | 72 | 72 | — | $4,087 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $4,095 | 0.00% | 71 | 71 | — | $4,095 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $4,119 | 0.00% | 306 | 306 | — | $4,119 | 新建仓 |