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 |
|---|---|---|---|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES NV | $3.49万 | 0.00% | 663 | 663 | — | $3.49万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $3.50万 | 0.00% | 4,248 | 4,248 | — | $3.50万 | 新建仓 |
| WAFD | WAFD INC | $3.51万 | 0.00% | 913 | 913 | — | $3.51万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $3.52万 | 0.00% | 388 | 388 | — | $3.52万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $3.53万 | 0.00% | 1,951 | 1,951 | — | $3.53万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $3.53万 | 0.00% | 929 | 929 | — | $3.53万 | 新建仓 |
| EUSB | ISHARES TR | $3.55万 | 0.00% | 817 | 817 | — | $3.55万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3.56万 | 0.00% | 315 | 315 | — | $3.56万 | 新建仓 |
| INCY | INCYTE CORP | $3.56万 | 0.00% | 314 | 314 | — | $3.56万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3.56万 | 0.00% | 1,687 | 1,687 | — | $3.56万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $3.58万 | 0.00% | 631 | 631 | — | $3.58万 | 新建仓 |
| SJM | SMUCKER J M CO | $3.58万 | 0.00% | 318 | 318 | — | $3.58万 | 新建仓 |
| DY | DYCOM INDS INC | $3.59万 | 0.00% | 71 | 71 | — | $3.59万 | 新建仓 |
| TRUP | TRUPANION INC | $3.59万 | 0.00% | 1,450 | 1,450 | — | $3.59万 | 新建仓 |
| MOO | VANECK ETF TRUST | $3.60万 | 0.00% | 455 | 455 | — | $3.60万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3.61万 | 0.00% | 136 | 136 | — | $3.61万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $3.62万 | 0.00% | 567 | 567 | — | $3.62万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.62万 | 0.00% | 1,235 | 1,235 | — | $3.62万 | 新建仓 |
| USMF | WISDOMTREE TR | $3.64万 | 0.00% | 671 | 671 | — | $3.64万 | 新建仓 |
| SDIV | GLOBAL X FDS | $3.67万 | 0.00% | 1,500 | 1,500 | — | $3.67万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.69万 | 0.00% | 424 | 424 | — | $3.69万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $3.69万 | 0.00% | 622 | 622 | — | $3.69万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $3.70万 | 0.00% | 391 | 391 | — | $3.70万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.70万 | 0.00% | 1,050 | 1,050 | — | $3.70万 | 新建仓 |
| ARKK | ARK ETF TR | $3.72万 | 0.00% | 460 | 460 | — | $3.72万 | 新建仓 |
| — | SURO CAPITAL CORP | $3.73万 | 0.00% | 2,973 | 2,973 | — | $3.73万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $3.73万 | 0.00% | 100 | 100 | — | $3.73万 | 新建仓 |
| AGEM | ABRDN FDS | $3.75万 | 0.00% | 759 | 759 | — | $3.75万 | 新建仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $3.75万 | 0.00% | 6,133 | 6,133 | — | $3.75万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $3.78万 | 0.00% | 294 | 294 | — | $3.78万 | 新建仓 |
| DTH | WISDOMTREE TR | $3.80万 | 0.00% | 702 | 702 | — | $3.80万 | 新建仓 |
| ATR | APTARGROUP INC | $3.81万 | 0.00% | 304 | 304 | — | $3.81万 | 新建仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $3.82万 | 0.00% | 300 | 300 | — | $3.82万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3.82万 | 0.00% | 622 | -36,995 | -98.3% | -$227.48万 | 重新持有 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $3.84万 | 0.00% | 3,460 | 3,460 | — | $3.84万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.85万 | 0.00% | 325 | 325 | — | $3.85万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $3.85万 | 0.00% | 3,234 | 3,234 | — | $3.85万 | 新建仓 |
| GTOP | GOLDMAN SACHS ETF TR | $3.87万 | 0.00% | 777 | 777 | — | $3.87万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $3.88万 | 0.00% | 530 | 530 | — | $3.88万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $3.89万 | 0.00% | 614 | 614 | — | $3.89万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $3.89万 | 0.00% | 1,380 | 1,380 | — | $3.89万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $3.89万 | 0.00% | 180 | 180 | — | $3.89万 | 新建仓 |
| IAK | ISHARES TR | $3.90万 | 0.00% | 278 | 278 | — | $3.90万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $3.93万 | 0.00% | 1,179 | 1,179 | — | $3.93万 | 新建仓 |
| IYW | ISHARES TR | $3.94万 | 0.00% | 156 | 156 | — | $3.94万 | 新建仓 |
| KBR | KBR INC | $3.97万 | 0.00% | 1,150 | 1,150 | — | $3.97万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $3.98万 | 0.00% | 1,058 | 1,058 | — | $3.98万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $3.99万 | 0.00% | 700 | 700 | — | $3.99万 | 新建仓 |
| AVK | ADVENT CONV & INCOME FD | $4.00万 | 0.00% | 3,052 | 3,052 | — | $4.00万 | 新建仓 |
| BOH | BANK HAWAII CORP | $4.01万 | 0.00% | 492 | 492 | — | $4.01万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $4.03万 | 0.00% | 189 | 189 | — | $4.03万 | 新建仓 |
| RH | RH | $4.04万 | 0.00% | 245 | 245 | — | $4.04万 | 新建仓 |
| ALB | ALBEMARLE CORP | $4.05万 | 0.00% | 300 | 300 | — | $4.05万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.06万 | 0.00% | 531 | 531 | — | $4.06万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $4.09万 | 0.00% | 300 | 300 | — | $4.09万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $4.10万 | 0.00% | 219 | 219 | — | $4.10万 | 新建仓 |
| ARGT | GLOBAL X FDS | $4.11万 | 0.00% | 450 | 450 | — | $4.11万 | 新建仓 |
| RAL | RALLIANT CORP | $4.12万 | 0.00% | 559 | 559 | — | $4.12万 | 新建仓 |
| FXI | ISHARES TR | $4.13万 | 0.00% | 1,306 | 1,306 | — | $4.13万 | 新建仓 |
| — | WISDOMTREE TR | $4.13万 | 0.00% | 601 | 601 | — | $4.13万 | 新建仓 |
| IUSV | ISHARES TR | $4.13万 | 0.00% | 375 | 375 | — | $4.13万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $4.13万 | 0.00% | 195 | 195 | — | $4.13万 | 新建仓 |
| ALC | ALCON AG | $4.15万 | 0.00% | 618 | 618 | — | $4.15万 | 新建仓 |
| LII | LENNOX INTL INC | $4.18万 | 0.00% | 73 | -414 | -85.0% | -$23.72万 | 重新持有 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4.20万 | 0.00% | 959 | 959 | — | $4.20万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $4.21万 | 0.00% | 242 | 242 | — | $4.21万 | 新建仓 |
| FNB | F N B CORP | $4.21万 | 0.00% | 2,205 | 2,205 | — | $4.21万 | 新建仓 |
| EUFN | ISHARES TR | $4.22万 | 0.00% | 1,083 | 1,083 | — | $4.22万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $4.24万 | 0.00% | 3,063 | 3,063 | — | $4.24万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $4.27万 | 0.00% | 821 | 821 | — | $4.27万 | 新建仓 |
| NDSN | NORDSON CORP | $4.28万 | 0.00% | 142 | 142 | — | $4.28万 | 新建仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $4.32万 | 0.00% | 855 | 855 | — | $4.32万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $4.33万 | 0.00% | 1,070 | 1,070 | — | $4.33万 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4.34万 | 0.00% | 770 | 770 | — | $4.34万 | 新建仓 |
| ARGX | ARGENX SE | $4.36万 | 0.00% | 47 | 47 | — | $4.36万 | 新建仓 |
| EVRG | EVERGY INC | $4.38万 | 0.00% | 507 | 507 | — | $4.38万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $4.39万 | 0.00% | 826 | 826 | — | $4.39万 | 新建仓 |
| REX | REX AMERICAN RES CORP | $4.40万 | 0.00% | 975 | 975 | — | $4.40万 | 新建仓 |
| BIDU | BAIDU INC | $4.41万 | 0.00% | 386 | 386 | — | $4.41万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $4.45万 | 0.00% | 1,226 | 1,226 | — | $4.45万 | 新建仓 |
| VALE | VALE S A | $4.48万 | 0.00% | 2,980 | 2,980 | — | $4.48万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $4.49万 | 0.00% | 4,430 | 4,430 | — | $4.49万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $4.50万 | 0.00% | 1,900 | 1,900 | — | $4.50万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $4.50万 | 0.00% | 3,305 | 3,305 | — | $4.50万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $4.52万 | 0.00% | 1,306 | 1,306 | — | $4.52万 | 新建仓 |
| — | VANGUARD QUANTITATIVE FDS | $4.53万 | 0.00% | 609 | 609 | — | $4.53万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $4.57万 | 0.00% | 1,333 | 1,333 | — | $4.57万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $4.59万 | 0.00% | 8,113 | 8,113 | — | $4.59万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $4.60万 | 0.00% | 538 | 538 | — | $4.60万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $4.60万 | 0.00% | 1,077 | 1,077 | — | $4.60万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $4.67万 | 0.00% | 926 | 926 | — | $4.67万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.68万 | 0.00% | 981 | 981 | — | $4.68万 | 新建仓 |
| SNA | SNAP ON INC | $4.71万 | 0.00% | 117 | 117 | — | $4.71万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4.71万 | 0.00% | 1,279 | 1,279 | — | $4.71万 | 新建仓 |
| — | GLOBAL X FDS | $4.72万 | 0.00% | 2,076 | 2,076 | — | $4.72万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $4.73万 | 0.00% | 400 | 400 | — | $4.73万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $4.73万 | 0.00% | 795 | 795 | — | $4.73万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $4.76万 | 0.00% | 257 | 257 | — | $4.76万 | 新建仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $4.76万 | 0.00% | 2,574 | 2,574 | — | $4.76万 | 新建仓 |
| PATH | UIPATH INC | $4.78万 | 0.00% | 4,400 | 4,400 | — | $4.78万 | 新建仓 |