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 |
|---|---|---|---|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SV | $1.69万 | 0.00% | 436 | -4,578 | -91.3% | -$17.78万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1.70万 | 0.00% | 234 | 234 | — | $1.70万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $1.71万 | 0.00% | 788 | 788 | — | $1.71万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.71万 | 0.00% | 2,986 | 2,986 | — | $1.71万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.73万 | 0.00% | 155 | -11,401 | -98.7% | -$126.91万 | 重新持有 |
| NFG | NATIONAL FUEL GAS CO | $1.73万 | 0.00% | 224 | 224 | — | $1.73万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $1.73万 | 0.00% | 374 | 374 | — | $1.73万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.75万 | 0.00% | 653 | 653 | — | $1.75万 | 新建仓 |
| DNL | WISDOMTREE TR | $1.75万 | 0.00% | 380 | 380 | — | $1.75万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1.76万 | 0.00% | 1,426 | 1,426 | — | $1.76万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $1.77万 | 0.00% | 317 | 317 | — | $1.77万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.77万 | 0.00% | 65 | 65 | — | $1.77万 | 新建仓 |
| BALL | BALL CORP | $1.77万 | 0.00% | 284 | 284 | — | $1.77万 | 新建仓 |
| MINT | PIMCO ETF TR | $1.77万 | 0.00% | 176 | 176 | — | $1.77万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.79万 | 0.00% | 253 | 253 | — | $1.79万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $1.80万 | 0.00% | 410 | 410 | — | $1.80万 | 新建仓 |
| IDEV | ISHARES TR | $1.81万 | 0.00% | 203 | 203 | — | $1.81万 | 新建仓 |
| LEA | LEAR CORP | $1.81万 | 0.00% | 135 | 135 | — | $1.81万 | 新建仓 |
| HLN | HALEON PLC | $1.81万 | 0.00% | 1,944 | 1,944 | — | $1.81万 | 新建仓 |
| IDV | ISHARES TR | $1.82万 | 0.00% | 439 | 439 | — | $1.82万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.83万 | 0.00% | 1,727 | -20,301 | -92.2% | -$21.46万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.83万 | 0.00% | 354 | 354 | — | $1.83万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $1.83万 | 0.00% | 1,250 | 1,250 | — | $1.83万 | 新建仓 |
| CPAY | CORPAY INC | $1.83万 | 0.00% | 55 | 55 | — | $1.83万 | 新建仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $1.83万 | 0.00% | 1,208 | 1,208 | — | $1.83万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.84万 | 0.00% | 171 | 171 | — | $1.84万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.85万 | 0.00% | 207 | 207 | — | $1.85万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.86万 | 0.00% | 340 | 340 | — | $1.86万 | 新建仓 |
| NEM | NEWMONT CORP | $1.87万 | 0.00% | 200 | 200 | — | $1.87万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1.87万 | 0.00% | 64 | 64 | — | $1.87万 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $1.88万 | 0.00% | 602 | 602 | — | $1.88万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $1.89万 | 0.00% | 1,426 | 1,426 | — | $1.89万 | 新建仓 |
| PFFD | GLOBAL X FDS | $1.90万 | 0.00% | 1,015 | 1,015 | — | $1.90万 | 新建仓 |
| EWT | ISHARES INC | $1.90万 | 0.00% | 175 | 175 | — | $1.90万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $1.91万 | 0.00% | 400 | 400 | — | $1.91万 | 新建仓 |
| NNN | NNN REIT INC | $1.91万 | 0.00% | 411 | 411 | — | $1.91万 | 新建仓 |
| GDX | VANECK ETF TRUST | $1.91万 | 0.00% | 254 | 254 | — | $1.91万 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC | $1.92万 | 0.00% | 2,095 | 2,095 | — | $1.92万 | 新建仓 |
| MRNA | MODERNA INC | $1.92万 | 0.00% | 275 | 275 | — | $1.92万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.93万 | 0.00% | 123 | 123 | — | $1.93万 | 新建仓 |
| IEUR | ISHARES TR | $1.94万 | 0.00% | 258 | 258 | — | $1.94万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $1.94万 | 0.00% | 267 | 267 | — | $1.94万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.95万 | 0.00% | 155 | 155 | — | $1.95万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $1.95万 | 0.00% | 174 | 174 | — | $1.95万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.95万 | 0.00% | 36 | 36 | — | $1.95万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.96万 | 0.00% | 227 | 227 | — | $1.96万 | 新建仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $1.98万 | 0.00% | 1,447 | 1,447 | — | $1.98万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.98万 | 0.00% | 230 | 230 | — | $1.98万 | 新建仓 |
| — | AMTD DIGITAL INC | $1.99万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $2.01万 | 0.00% | 667 | 667 | — | $2.01万 | 新建仓 |
| ARKG | ARK ETF TR | $2.02万 | 0.00% | 479 | 479 | — | $2.02万 | 新建仓 |
| GEO | GEO GROUP INC | $2.02万 | 0.00% | 685 | 685 | — | $2.02万 | 新建仓 |
| NTNX | NUTANIX INC | $2.04万 | 0.00% | 400 | 400 | — | $2.04万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $2.04万 | 0.00% | 74 | 74 | — | $2.04万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.05万 | 0.00% | 340 | 340 | — | $2.05万 | 新建仓 |
| — | GENCOR INDS INC | $2.06万 | 0.00% | 1,380 | 1,380 | — | $2.06万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.06万 | 0.00% | 55 | 55 | — | $2.06万 | 新建仓 |
| ILCV | ISHARES TR | $2.07万 | 0.00% | 204 | 204 | — | $2.07万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $2.08万 | 0.00% | 182 | 182 | — | $2.08万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.08万 | 0.00% | 122 | 122 | — | $2.08万 | 新建仓 |
| IQDG | WISDOMTREE TR | $2.09万 | 0.00% | 485 | 485 | — | $2.09万 | 新建仓 |
| DGS | WISDOMTREE TR | $2.09万 | 0.00% | 323 | 323 | — | $2.09万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $2.10万 | 0.00% | 1,668 | 1,668 | — | $2.10万 | 新建仓 |
| UMI | USCF ETF TR | $2.10万 | 0.00% | 357 | 357 | — | $2.10万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.11万 | 0.00% | 85 | 85 | — | $2.11万 | 新建仓 |
| INSM | INSMED INC | $2.12万 | 0.00% | 199 | 199 | — | $2.12万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.12万 | 0.00% | 408 | 408 | — | $2.12万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2.13万 | 0.00% | 1,045 | 1,045 | — | $2.13万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $2.13万 | 0.00% | 16 | 16 | — | $2.13万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $2.15万 | 0.00% | 259 | 259 | — | $2.15万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2.15万 | 0.00% | 489 | 489 | — | $2.15万 | 新建仓 |
| NOV | NOV INC | $2.18万 | 0.00% | 1,175 | -31,619 | -96.4% | -$58.66万 | 减仓 |
| DBX | DROPBOX INC | $2.19万 | 0.00% | 797 | 797 | — | $2.19万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $2.19万 | 0.00% | 4,510 | 4,510 | — | $2.19万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $2.20万 | 0.00% | 2,150 | 2,150 | — | $2.20万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $2.20万 | 0.00% | 425 | 425 | — | $2.20万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2.21万 | 0.00% | 613 | 613 | — | $2.21万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $2.21万 | 0.00% | 436 | 436 | — | $2.21万 | 新建仓 |
| HSY | HERSHEY CO | $2.21万 | 0.00% | 126 | 126 | — | $2.21万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.22万 | 0.00% | 1,280 | 1,280 | — | $2.22万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.23万 | 0.00% | 97 | 97 | — | $2.23万 | 新建仓 |
| STE | STERIS PLC | $2.23万 | 0.00% | 106 | 106 | — | $2.23万 | 新建仓 |
| ILF | ISHARES TR | $2.23万 | 0.00% | 662 | 662 | — | $2.23万 | 新建仓 |
| GTN | GRAY MEDIA INC | $2.24万 | 0.00% | 5,630 | 5,630 | — | $2.24万 | 新建仓 |
| OUSA | ALPS ETF TR | $2.24万 | 0.00% | 384 | 384 | — | $2.24万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.24万 | 0.00% | 119 | 119 | — | $2.24万 | 新建仓 |
| — | NUSHARES ETF TR | $2.25万 | 0.00% | 1,048 | 1,048 | — | $2.25万 | 新建仓 |
| CNM | CORE & MAIN INC | $2.25万 | 0.00% | 466 | 466 | — | $2.25万 | 新建仓 |
| IUSG | ISHARES TR | $2.26万 | 0.00% | 120 | 120 | — | $2.26万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2.27万 | 0.00% | 140 | 140 | — | $2.27万 | 新建仓 |
| AGYS | AGILYSYS INC | $2.27万 | 0.00% | 217 | 217 | — | $2.27万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.28万 | 0.00% | 220 | 220 | — | $2.28万 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2.28万 | 0.00% | 275 | 275 | — | $2.28万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $2.28万 | 0.00% | 1,695 | -57,582 | -97.1% | -$77.39万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2.28万 | 0.00% | 280 | 280 | — | $2.28万 | 新建仓 |
| MTZ | MASTEC INC | $2.29万 | 0.00% | 55 | 55 | — | $2.29万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $2.29万 | 0.00% | 1,300 | 1,300 | — | $2.29万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2.30万 | 0.00% | 1,033 | 1,033 | — | $2.30万 | 新建仓 |
| TEX | TEREX CORP NEW | $2.30万 | 0.00% | 318 | 318 | — | $2.30万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $2.32万 | 0.00% | 1,790 | 1,790 | — | $2.32万 | 新建仓 |