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 |
|---|---|---|---|---|---|---|---|---|
| CASS | CASS INFORMATION SYS INC | $1.18万 | 0.00% | 230 | 230 | — | $1.18万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1.18万 | 0.00% | 142 | 142 | — | $1.18万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $1.19万 | 0.00% | 260 | 260 | — | $1.19万 | 新建仓 |
| CLX | CLOROX CO DEL | $1.20万 | 0.00% | 125 | 125 | — | $1.20万 | 新建仓 |
| GHYG | ISHARES INC | $1.20万 | 0.00% | 265 | 265 | — | $1.20万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $1.20万 | 0.00% | 120 | 120 | — | $1.20万 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $1.21万 | 0.00% | 316 | 316 | — | $1.21万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $1.23万 | 0.00% | 73 | 73 | — | $1.23万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.23万 | 0.00% | 550 | 550 | — | $1.23万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.24万 | 0.00% | 85 | 85 | — | $1.24万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1.24万 | 0.00% | 210 | 210 | — | $1.24万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $1.24万 | 0.00% | 1,100 | 1,100 | — | $1.24万 | 新建仓 |
| HDV | ISHARES TR | $1.25万 | 0.00% | 455 | 455 | — | $1.25万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $1.25万 | 0.00% | 77 | 77 | — | $1.25万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.26万 | 0.00% | 35 | 35 | — | $1.26万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.26万 | 0.00% | 240 | 240 | — | $1.26万 | 新建仓 |
| VRSN | VERISIGN INC | $1.26万 | 0.00% | 50 | 50 | — | $1.26万 | 新建仓 |
| USFR | WISDOMTREE TR | $1.26万 | 0.00% | 250 | 250 | — | $1.26万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1.26万 | 0.00% | 1,146 | 1,146 | — | $1.26万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1.26万 | 0.00% | 166 | 166 | — | $1.26万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $1.26万 | 0.00% | 250 | 250 | — | $1.26万 | 新建仓 |
| AFL | AFLAC INC | $1.27万 | 0.00% | 109 | 109 | — | $1.27万 | 新建仓 |
| IYY | ISHARES TR | $1.28万 | 0.00% | 70 | 70 | — | $1.28万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $1.28万 | 0.00% | 78 | 78 | — | $1.28万 | 新建仓 |
| GXC | SPDR INDEX SHS FDS | $1.30万 | 0.00% | 150 | 150 | — | $1.30万 | 新建仓 |
| GCC | WISDOMTREE TR | $1.30万 | 0.00% | 575 | 575 | — | $1.30万 | 新建仓 |
| — | NLI HOLDINGS INC | $1.31万 | 0.00% | 2,200 | 2,200 | — | $1.31万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $1.32万 | 0.00% | 100 | 100 | — | $1.32万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1.33万 | 0.00% | 100 | 100 | — | $1.33万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $1.33万 | 0.00% | 175 | 175 | — | $1.33万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1.34万 | 0.00% | 485 | 485 | — | $1.34万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.34万 | 0.00% | 60 | 60 | — | $1.34万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $1.35万 | 0.00% | 424 | 424 | — | $1.35万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.35万 | 0.00% | 80 | 80 | — | $1.35万 | 新建仓 |
| WRB | BERKLEY W R CORP | $1.36万 | 0.00% | 193 | 193 | — | $1.36万 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP | $1.37万 | 0.00% | 519 | 519 | — | $1.37万 | 新建仓 |
| EPI | WISDOMTREE TR | $1.37万 | 0.00% | 320 | 320 | — | $1.37万 | 新建仓 |
| NOBL | PROSHARES TR | $1.37万 | 0.00% | 244 | 244 | — | $1.37万 | 新建仓 |
| POST | POST HLDGS INC | $1.38万 | 0.00% | 156 | 156 | — | $1.38万 | 新建仓 |
| XME | SPDR SERIES TRUST | $1.38万 | 0.00% | 129 | 129 | — | $1.38万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $1.38万 | 0.00% | 2,029 | 2,029 | — | $1.38万 | 新建仓 |
| USHY | ISHARES TR | $1.38万 | 0.00% | 374 | 374 | — | $1.38万 | 新建仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1.39万 | 0.00% | 149 | 149 | — | $1.39万 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $1.39万 | 0.00% | 147 | 147 | — | $1.39万 | 新建仓 |
| — | SPROTT FDS TR | $1.39万 | 0.00% | 705 | 705 | — | $1.39万 | 新建仓 |
| — | MASTECH HLDGS INC | $1.39万 | 0.00% | 1,800 | 1,800 | — | $1.39万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.40万 | 0.00% | 267 | 267 | — | $1.40万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1.41万 | 0.00% | 217 | 217 | — | $1.41万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $1.41万 | 0.00% | 675 | 675 | — | $1.41万 | 新建仓 |
| INVH | INVITATION HOMES INC | $1.44万 | 0.00% | 476 | 476 | — | $1.44万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $1.44万 | 0.00% | 383 | 383 | — | $1.44万 | 新建仓 |
| ICF | ISHARES TR | $1.44万 | 0.00% | 213 | 213 | — | $1.44万 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $1.45万 | 0.00% | 200 | 200 | — | $1.45万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $1.45万 | 0.00% | 2,000 | 2,000 | — | $1.45万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $1.46万 | 0.00% | 2,550 | 2,550 | — | $1.46万 | 新建仓 |
| NWSA | NEWS CORP NEW | $1.48万 | 0.00% | 595 | 595 | — | $1.48万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $1.48万 | 0.00% | 86 | 86 | — | $1.48万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.48万 | 0.00% | 194 | 194 | — | $1.48万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $1.49万 | 0.00% | 44 | 44 | — | $1.49万 | 新建仓 |
| RACE | FERRARI N V | $1.49万 | 0.00% | 40 | 40 | — | $1.49万 | 新建仓 |
| ESGD | ISHARES TR | $1.49万 | 0.00% | 145 | 145 | — | $1.49万 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $1.50万 | 0.00% | 1,000 | 1,000 | — | $1.50万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $1.50万 | 0.00% | 140 | 140 | — | $1.50万 | 新建仓 |
| TRP | TC ENERGY CORP | $1.50万 | 0.00% | 226 | 226 | — | $1.50万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.50万 | 0.00% | 85 | 85 | — | $1.50万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $1.51万 | 0.00% | 594 | 594 | — | $1.51万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1.51万 | 0.00% | 45 | 45 | — | $1.51万 | 新建仓 |
| BSY | BENTLEY SYS INC | $1.51万 | 0.00% | 504 | 504 | — | $1.51万 | 新建仓 |
| OMER | OMEROS CORP | $1.52万 | 0.00% | 1,600 | 1,600 | — | $1.52万 | 新建仓 |
| IXP | ISHARES TR | $1.52万 | 0.00% | 135 | 135 | — | $1.52万 | 新建仓 |
| EWC | ISHARES INC | $1.53万 | 0.00% | 265 | 265 | — | $1.53万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1.53万 | 0.00% | 250 | 250 | — | $1.53万 | 新建仓 |
| CNH | CNH INDL N V | $1.54万 | 0.00% | 1,368 | 1,368 | — | $1.54万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $1.54万 | 0.00% | 184 | 184 | — | $1.54万 | 新建仓 |
| FTDR | FRONTDOOR INC | $1.55万 | 0.00% | 200 | 200 | — | $1.55万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $1.55万 | 0.00% | 210 | 210 | — | $1.55万 | 新建仓 |
| SON | SONOCO PRODS CO | $1.56万 | 0.00% | 276 | 276 | — | $1.56万 | 新建仓 |
| — | BARON ETF TR | $1.56万 | 0.00% | 610 | 610 | — | $1.56万 | 新建仓 |
| IAI | ISHARES TR | $1.56万 | 0.00% | 89 | 89 | — | $1.56万 | 新建仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $1.56万 | 0.00% | 148 | 148 | — | $1.56万 | 新建仓 |
| AGNC | AGNC INVT CORP | $1.56万 | 0.00% | 1,433 | 1,433 | — | $1.56万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $1.57万 | 0.00% | 236 | 236 | — | $1.57万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.58万 | 0.00% | 670 | 670 | — | $1.58万 | 新建仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $1.58万 | 0.00% | 1,040 | 1,040 | — | $1.58万 | 新建仓 |
| IYJ | ISHARES TR | $1.58万 | 0.00% | 95 | 95 | — | $1.58万 | 新建仓 |
| RYN | RAYONIER INC | $1.59万 | 0.00% | 745 | 745 | — | $1.59万 | 新建仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $1.59万 | 0.00% | 995 | 995 | — | $1.59万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $1.61万 | 0.00% | 8 | 8 | — | $1.61万 | 新建仓 |
| PPL | PPL CORP | $1.62万 | 0.00% | 447 | 447 | — | $1.62万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.63万 | 0.00% | 100 | 100 | — | $1.63万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $1.63万 | 0.00% | 303 | 303 | — | $1.63万 | 新建仓 |
| DX | DYNEX CAP INC | $1.64万 | 0.00% | 1,250 | 1,250 | — | $1.64万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $1.64万 | 0.00% | 208 | 208 | — | $1.64万 | 新建仓 |
| HUBS | HUBSPOT INC | $1.64万 | 0.00% | 90 | 90 | — | $1.64万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $1.65万 | 0.00% | 750 | 750 | — | $1.65万 | 新建仓 |
| BCE | BCE INC | $1.66万 | 0.00% | 770 | 770 | — | $1.66万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1.66万 | 0.00% | 2,005 | 2,005 | — | $1.66万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.66万 | 0.00% | 12 | 12 | — | $1.66万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $1.68万 | 0.00% | 90 | 90 | — | $1.68万 | 新建仓 |
| TBBK | BANCORP INC DEL | $1.69万 | 0.00% | 270 | 270 | — | $1.69万 | 新建仓 |