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 |
|---|---|---|---|---|---|---|---|---|
| HCI | HCI GROUP INC | $3.15万 | 0.00% | 180 | 180 | — | $3.15万 | 新建仓 |
| IRM | IRON MTN INC DEL | $3.15万 | 0.00% | 249 | 249 | — | $3.15万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $3.14万 | 0.00% | 1,330 | 1,330 | — | $3.14万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $3.13万 | 0.00% | 263 | 263 | — | $3.13万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $3.13万 | 0.00% | 592 | -2,373 | -80.0% | -$12.55万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $3.13万 | 0.00% | 1,552 | 1,552 | — | $3.13万 | 新建仓 |
| EQIX | EQUINIX INC | $3.12万 | 0.00% | 30 | 30 | — | $3.12万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3.11万 | 0.00% | 54 | 54 | — | $3.11万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $3.11万 | 0.00% | 1,217 | 1,217 | — | $3.11万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $3.10万 | 0.00% | 536 | 536 | — | $3.10万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $3.07万 | 0.00% | 300 | 300 | — | $3.07万 | 新建仓 |
| SSD | SIMPSON MFG INC | $3.06万 | 0.00% | 146 | 146 | — | $3.06万 | 新建仓 |
| IJJ | ISHARES TR | $3.05万 | 0.00% | 207 | 207 | — | $3.05万 | 新建仓 |
| — | WISDOMTREE TR | $3.02万 | 0.00% | 354 | 354 | — | $3.02万 | 新建仓 |
| EAGG | ISHARES TR | $3.00万 | 0.00% | 633 | 633 | — | $3.00万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $2.97万 | 0.00% | 200 | 200 | — | $2.97万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2.94万 | 0.00% | 578 | 578 | — | $2.94万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2.94万 | 0.00% | 513 | 513 | — | $2.94万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $2.93万 | 0.00% | 658 | 658 | — | $2.93万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $2.92万 | 0.00% | 379 | 379 | — | $2.92万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $2.90万 | 0.00% | 128 | 128 | — | $2.90万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $2.87万 | 0.00% | 160 | 160 | — | $2.87万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $2.86万 | 0.00% | 139 | 139 | — | $2.86万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.86万 | 0.00% | 16,346 | -416 | -2.5% | -$728 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.86万 | 0.00% | 1,119 | 1,119 | — | $2.86万 | 新建仓 |
| BOKF | BOK FINL CORP | $2.85万 | 0.00% | 205 | 205 | — | $2.85万 | 新建仓 |
| — | CROWN CRAFTS INC | $2.84万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $2.83万 | 0.00% | 457 | 457 | — | $2.83万 | 新建仓 |
| CG | CARLYLE GROUP INC | $2.78万 | 0.00% | 660 | 660 | — | $2.78万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2.78万 | 0.00% | 96 | 96 | — | $2.78万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $2.78万 | 0.00% | 1,761 | 1,761 | — | $2.78万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $2.77万 | 0.00% | 300 | 300 | — | $2.77万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $2.76万 | 0.00% | 445 | 445 | — | $2.76万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $2.76万 | 0.00% | 1,512 | 1,512 | — | $2.76万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.76万 | 0.00% | 756 | 756 | — | $2.76万 | 新建仓 |
| MRX | MAREX GROUP PLC | $2.74万 | 0.00% | 450 | 450 | — | $2.74万 | 新建仓 |
| IMCB | ISHARES TR | $2.74万 | 0.00% | 284 | 284 | — | $2.74万 | 新建仓 |
| KFY | KORN FERRY | $2.73万 | 0.00% | 410 | 410 | — | $2.73万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $2.72万 | 0.00% | 435 | 435 | — | $2.72万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $2.72万 | 0.00% | 79 | 79 | — | $2.72万 | 新建仓 |
| DEM | WISDOMTREE TR | $2.72万 | 0.00% | 505 | 505 | — | $2.72万 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $2.69万 | 0.00% | 1,529 | 1,529 | — | $2.69万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $2.68万 | 0.00% | 1,256 | 1,256 | — | $2.68万 | 新建仓 |
| IAU | ISHARES GOLD TR | $2.68万 | 0.00% | 355 | 355 | — | $2.68万 | 新建仓 |
| ROKU | ROKU INC | $2.67万 | 0.00% | 193 | 193 | — | $2.67万 | 新建仓 |
| ENTG | ENTEGRIS INC | $2.66万 | 0.00% | 148 | 148 | — | $2.66万 | 新建仓 |
| — | BARON ETF TR | $2.64万 | 0.00% | 1,000 | 1,000 | — | $2.64万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $2.64万 | 0.00% | 923 | 923 | — | $2.64万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.62万 | 0.00% | 526 | 526 | — | $2.62万 | 新建仓 |
| — | WESTERN ASSET INVT GRADE OPP | $2.62万 | 0.00% | 1,625 | 1,625 | — | $2.62万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $2.61万 | 0.00% | 1,174 | 1,174 | — | $2.61万 | 新建仓 |
| FBP | FIRST BANCORP CORPORATION | $2.60万 | 0.00% | 998 | 998 | — | $2.60万 | 新建仓 |
| CBRE | CBRE GROUP INC | $2.57万 | 0.00% | 191 | 191 | — | $2.57万 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $2.57万 | 0.00% | 2,279 | -10,445 | -82.1% | -$11.78万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $2.56万 | 0.00% | 366 | 366 | — | $2.56万 | 新建仓 |
| BROS | DUTCH BROS INC | $2.56万 | 0.00% | 357 | 357 | — | $2.56万 | 新建仓 |
| EME | EMCOR GROUP INC | $2.54万 | 0.00% | 31 | 31 | — | $2.54万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2.54万 | 0.00% | 350 | 350 | — | $2.54万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $2.54万 | 0.00% | 311 | 311 | — | $2.54万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $2.53万 | 0.00% | 110 | 110 | — | $2.53万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $2.53万 | 0.00% | 500 | 500 | — | $2.53万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2.51万 | 0.00% | 664 | 664 | — | $2.51万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.50万 | 0.00% | 943 | 943 | — | $2.50万 | 新建仓 |
| — | WISDOMTREE TR | $2.47万 | 0.00% | 343 | 343 | — | $2.47万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $2.46万 | 0.00% | 65 | 65 | — | $2.46万 | 新建仓 |
| IXC | ISHARES TR | $2.46万 | 0.00% | 500 | 500 | — | $2.46万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.44万 | 0.00% | 1,009 | 1,009 | — | $2.44万 | 新建仓 |
| — | NAVIENT CORPORATION | $2.43万 | 0.00% | 2,860 | 2,860 | — | $2.43万 | 新建仓 |
| OKTA | OKTA INC | $2.43万 | 0.00% | 178 | 178 | — | $2.43万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $2.43万 | 0.00% | 83 | 83 | — | $2.43万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2.43万 | 0.00% | 190 | 190 | — | $2.43万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $2.42万 | 0.00% | 30 | 30 | — | $2.42万 | 新建仓 |
| VGT | VANGUARD WORLD FD 看跌期权 | $2.39万 | 0.00% | 200 | 200 | — | $2.39万 | 新建仓 |
| OFG | OFG BANCORP | $2.38万 | 0.00% | 485 | 485 | — | $2.38万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2.37万 | 0.00% | 282 | 282 | — | $2.37万 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $2.37万 | 0.00% | 661 | 661 | — | $2.37万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $2.37万 | 0.00% | 105 | 105 | — | $2.37万 | 新建仓 |
| DOCU | DOCUSIGN INC | $2.34万 | 0.00% | 526 | -6,099 | -92.1% | -$27.09万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $2.33万 | 0.00% | 835 | 835 | — | $2.33万 | 新建仓 |
| LAD | LITHIA MTRS INC | $2.32万 | 0.00% | 80 | 80 | — | $2.32万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $2.32万 | 0.00% | 1,790 | 1,790 | — | $2.32万 | 新建仓 |
| TEX | TEREX CORP NEW | $2.30万 | 0.00% | 318 | 318 | — | $2.30万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2.30万 | 0.00% | 1,033 | 1,033 | — | $2.30万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $2.29万 | 0.00% | 1,300 | 1,300 | — | $2.29万 | 新建仓 |
| MTZ | MASTEC INC | $2.29万 | 0.00% | 55 | 55 | — | $2.29万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2.28万 | 0.00% | 280 | 280 | — | $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 |
| ANIP | ANI PHARMACEUTICALS INC | $2.28万 | 0.00% | 275 | 275 | — | $2.28万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.28万 | 0.00% | 220 | 220 | — | $2.28万 | 新建仓 |
| AGYS | AGILYSYS INC | $2.27万 | 0.00% | 217 | 217 | — | $2.27万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2.27万 | 0.00% | 140 | 140 | — | $2.27万 | 新建仓 |
| IUSG | ISHARES TR | $2.26万 | 0.00% | 120 | 120 | — | $2.26万 | 新建仓 |
| CNM | CORE & MAIN INC | $2.25万 | 0.00% | 466 | 466 | — | $2.25万 | 新建仓 |
| — | NUSHARES ETF TR | $2.25万 | 0.00% | 1,048 | 1,048 | — | $2.25万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.24万 | 0.00% | 119 | 119 | — | $2.24万 | 新建仓 |
| OUSA | ALPS ETF TR | $2.24万 | 0.00% | 384 | 384 | — | $2.24万 | 新建仓 |
| GTN | GRAY MEDIA INC | $2.24万 | 0.00% | 5,630 | 5,630 | — | $2.24万 | 新建仓 |
| ILF | ISHARES TR | $2.23万 | 0.00% | 662 | 662 | — | $2.23万 | 新建仓 |
| STE | STERIS PLC | $2.23万 | 0.00% | 106 | 106 | — | $2.23万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.23万 | 0.00% | 97 | 97 | — | $2.23万 | 新建仓 |