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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $270.83万 | 0.29% | 4,808 | -1,057 | -18.0% | -$59.54万 | 减仓 |
| MS | MORGAN STANLEY | $274.33万 | 0.29% | 16,670 | -48 | -0.3% | -$7,899 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $281.24万 | 0.30% | 17,135 | -48 | -0.3% | -$7,878 | 减仓 |
| EDV | VANGUARD WORLD FD | $282.45万 | 0.30% | 43,487 | 35,065 | 416.4% | $227.75万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $282.54万 | 0.30% | 59,445 | -505 | -0.8% | -$2.40万 | 减仓 |
| MPC | MARATHON PETE CORP | $283.08万 | 0.30% | 11,593 | -198 | -1.7% | -$4.83万 | 减仓 |
| NTES | NETEASE COM INC | $283.99万 | 0.30% | 25,370 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $284.22万 | 0.30% | 56,973 | -478 | -0.8% | -$2.38万 | 减仓 |
| CSX | CSX CORP | $284.87万 | 0.30% | 69,396 | -53 | -0.1% | -$2,176 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $285.32万 | 0.30% | 9,433 | -165 | -1.7% | -$4.99万 | 减仓 |
| GE | GE AEROSPACE | $293.29万 | 0.31% | 10,335 | -1,530 | -12.9% | -$43.42万 | 减仓 |
| EEM | ISHARES TR | $294.33万 | 0.31% | 51,828 | 1,529 | 3.0% | $8.68万 | 加仓 |
| IEV | ISHARES TR | $304.90万 | 0.32% | 44,878 | 1,246 | 2.9% | $8.47万 | 加仓 |
| GM | GENERAL MTRS CO | $305.25万 | 0.33% | 40,974 | -423 | -1.0% | -$3.15万 | 减仓 |
| IMMX | IMMIX BIOPHARMA INC | $307.51万 | 0.33% | 337,552 | 337,552 | — | $307.51万 | 新建仓 |
| CAT | CATERPILLAR INC | $314.54万 | 0.34% | 4,440 | -69 | -1.5% | -$4.89万 | 减仓 |
| CRM | SALESFORCE INC | $314.74万 | 0.34% | 16,861 | 7,212 | 74.7% | $134.62万 | 加仓 |
| IWC | ISHARES TR | $319.99万 | 0.34% | 20,048 | -34 | -0.2% | -$5,427 | 减仓 |
| SHV | ISHARES TR | $327.03万 | 0.35% | 29,625 | 1,649 | 5.9% | $18.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $333.65万 | 0.36% | 54,464 | -447 | -0.8% | -$2.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $335.27万 | 0.36% | 4,805 | 382 | 8.6% | $26.65万 | 加仓 |
| KLAC | KLA CORP | $339.83万 | 0.36% | 2,308 | -66 | -2.8% | -$9.72万 | 减仓 |
| IWV | ISHARES TR | $347.07万 | 0.37% | 9,363 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $353.72万 | 0.38% | 108,703 | 790 | 0.7% | $2.57万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $354.40万 | 0.38% | 26,207 | -80 | -0.3% | -$1.08万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $365.03万 | 0.39% | 7,881 | 6,696 | 565.1% | $310.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $365.96万 | 0.39% | 67,708 | 7,525 | 12.5% | $40.67万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $375.65万 | 0.40% | 29,830 | -323 | -1.1% | -$4.07万 | 减仓 |
| BAC | BANK AMERICA CORP | $382.82万 | 0.41% | 78,528 | 927 | 1.2% | $4.52万 | 加仓 |
| IWM | ISHARES TR | $383.29万 | 0.41% | 15,455 | 2,257 | 17.1% | $55.97万 | 加仓 |
| FDX | FEDEX CORP | $392.67万 | 0.42% | 11,024 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $398.26万 | 0.42% | 13,177 | 34 | 0.3% | $1.03万 | 加仓 |
| BA | BOEING CO | $399.52万 | 0.43% | 20,074 | -782 | -3.7% | -$15.56万 | 减仓 |
| ABBV | ABBVIE INC | $401.57万 | 0.43% | 18,464 | -136 | -0.7% | -$2.96万 | 减仓 |
| AMGN | AMGEN INC | $411.36万 | 0.44% | 11,691 | 14 | 0.1% | $4,926 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $419.86万 | 0.45% | 6,456 | -3,483 | -35.0% | -$226.51万 | 减仓 |
| ADBE | ADOBE INC | $426.29万 | 0.45% | 17,537 | 623 | 3.7% | $15.14万 | 加仓 |
| NFLX | NETFLIX INC. | $428.05万 | 0.46% | 44,519 | 3,110 | 7.5% | $29.90万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $439.27万 | 0.47% | 23,837 | -30 | -0.1% | -$5,528 | 减仓 |
| DIS | DISNEY WALT CO | $442.84万 | 0.47% | 45,947 | 882 | 2.0% | $8.50万 | 加仓 |
| FTNT | FORTINET INC | $444.64万 | 0.47% | 54,410 | -280 | -0.5% | -$2.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $461.92万 | 0.49% | 15,703 | 3 | 0.0% | $882 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $466.13万 | 0.50% | 9,727 | -98 | -1.0% | -$4.70万 | 减仓 |
| GOOG | ALPHABET INC | $468.90万 | 0.50% | 16,346 | 268 | 1.7% | $7.69万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $473.10万 | 0.50% | 9,468 | -23 | -0.2% | -$1.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $515.88万 | 0.55% | 23,746 | 448 | 1.9% | $9.73万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $516.41万 | 0.55% | 42,769 | -298 | -0.7% | -$3.60万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $525.47万 | 0.56% | 89,762 | 16,783 | 23.0% | $98.25万 | 加仓 |
| LLY | ELI LILLY & CO | $529.27万 | 0.56% | 5,754 | 17 | 0.3% | $1.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $571.11万 | 0.61% | 42,973 | 256 | 0.6% | $3.40万 | 加仓 |
| TXN | TEXAS INSTRS INC | $572.65万 | 0.61% | 29,497 | -5 | -0.0% | -$971 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $575.46万 | 0.61% | 28,288 | -420 | -1.5% | -$8.54万 | 减仓 |
| URI | UNITED RENTALS INC | $595.34万 | 0.63% | 8,172 | -30 | -0.4% | -$2.19万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $602.84万 | 0.64% | 19,945 | 3,356 | 20.2% | $101.44万 | 加仓 |
| CAIE | CALAMOS ETF TR | $606.81万 | 0.65% | 241,373 | 64,035 | 36.1% | $160.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $622.17万 | 0.66% | 126,022 | 18,131 | 16.8% | $89.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $649.01万 | 0.69% | 14,859 | 2,652 | 21.7% | $115.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $649.87万 | 0.69% | 19,014 | -280 | -1.5% | -$9.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $661.76万 | 0.71% | 227,173 | -2,692 | -1.2% | -$7.84万 | 减仓 |
| SBUX | STARBUCKS CORP | $671.87万 | 0.72% | 74,994 | -38 | -0.1% | -$3,404 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $674.79万 | 0.72% | 46,531 | -430 | -0.9% | -$6.24万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $680.58万 | 0.73% | 42,082 | 812 | 2.0% | $13.13万 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $680.80万 | 0.73% | 17,757 | 17,557 | 8,778.5% | $673.13万 | 加仓 |
| AVGO | BROADCOM INC | $703.55万 | 0.75% | 22,731 | -54 | -0.2% | -$1.67万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $725.12万 | 0.77% | 43,363 | -131 | -0.3% | -$2.19万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $770.53万 | 0.82% | 33,642 | 80 | 0.2% | $1.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $809.80万 | 0.86% | 9,572 | -203 | -2.1% | -$17.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $854.18万 | 0.91% | 8,572 | -520 | -5.7% | -$51.82万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $868.53万 | 0.93% | 20,451 | 15 | 0.1% | $6,370 | 加仓 |
| TSLA | TESLA INC | $1,036.35万 | 1.10% | 27,878 | 1,938 | 7.5% | $72.04万 | 加仓 |
| META | META PLATFORMS INC | $1,134.32万 | 1.21% | 19,826 | -28 | -0.1% | -$1.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,546.58万 | 1.65% | 72,385 | -312 | -0.4% | -$6.67万 | 减仓 |
| GOOGL | ALPHABET INC | $1,627.34万 | 1.73% | 56,591 | 1,145 | 2.1% | $32.93万 | 加仓 |
| AMZN | AMAZON COM INC | $1,795.25万 | 1.91% | 86,198 | 2,276 | 2.7% | $47.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,813.02万 | 1.93% | 48,978 | 1,481 | 3.1% | $54.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,301.40万 | 2.45% | 39,873 | 13,265 | 49.9% | $765.63万 | 加仓 |
| AAPL | APPLE INC | $3,029.62万 | 3.23% | 119,375 | -3,142 | -2.6% | -$79.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 13.78% | 741,338 | -11,854 | -1.6% | -$206.73万 | 减仓 |