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 |
|---|---|---|---|---|---|---|---|---|
| BGC | BGC GROUP INC | $1.07万 | 0.00% | 1,000 | 1,000 | — | $1.07万 | 新建仓 |
| IYH | ISHARES TR | $1.07万 | 0.00% | 159 | 159 | — | $1.07万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1.06万 | 0.00% | 292 | 292 | — | $1.06万 | 新建仓 |
| VTRS | VIATRIS INC | $1.06万 | 0.00% | 668 | 668 | — | $1.06万 | 新建仓 |
| KMX | CARMAX INC | $1.06万 | 0.00% | 200 | 200 | — | $1.06万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $1.06万 | 0.00% | 600 | 600 | — | $1.06万 | 新建仓 |
| CDW | CDW CORP | $1.05万 | 0.00% | 75 | 75 | — | $1.05万 | 新建仓 |
| ASH | ASHLAND INC | $1.05万 | 0.00% | 160 | 160 | — | $1.05万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $1.05万 | 0.00% | 1,586 | 1,586 | — | $1.05万 | 新建仓 |
| ISMD | NORTHERN LTS FD TR IV | $1.04万 | 0.00% | 208 | 208 | — | $1.04万 | 新建仓 |
| — | CALAMOS ETF TR | $1.04万 | 0.00% | 374 | 374 | — | $1.04万 | 新建仓 |
| — | ATAIBECKLEY INC | $1.03万 | 0.00% | 1,960 | 1,960 | — | $1.03万 | 新建仓 |
| OUSM | ALPS ETF TR | $1.03万 | 0.00% | 217 | 217 | — | $1.03万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.03万 | 0.00% | 75 | 75 | — | $1.03万 | 新建仓 |
| FDLS | NORTHERN LTS FD TR IV | $1.00万 | 0.00% | 237 | 237 | — | $1.00万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $9,928 | 0.00% | 28 | 28 | — | $9,928 | 新建仓 |
| IOT | SAMSARA INC | $9,892 | 0.00% | 305 | 305 | — | $9,892 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $9,799 | 0.00% | 68 | 68 | — | $9,799 | 新建仓 |
| MHK | MOHAWK INDS INC | $9,707 | 0.00% | 80 | 80 | — | $9,707 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $9,676 | 0.00% | 541 | 541 | — | $9,676 | 新建仓 |
| — | ALPS ETF TR | $9,659 | 0.00% | 280 | 280 | — | $9,659 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $9,647 | 0.00% | 602 | 602 | — | $9,647 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $9,519 | 0.00% | 300 | 300 | — | $9,519 | 新建仓 |
| AGCO | AGCO CORP | $9,457 | 0.00% | 79 | 79 | — | $9,457 | 新建仓 |
| SAP | SAP SE | $9,438 | 0.00% | 61 | 61 | — | $9,438 | 新建仓 |
| — | CLOUGH GLOBAL EQUITY FD | $9,404 | 0.00% | 1,091 | 1,091 | — | $9,404 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $9,358 | 0.00% | 169 | 169 | — | $9,358 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $9,337 | 0.00% | 855 | 855 | — | $9,337 | 新建仓 |
| M | MACYS INC | $9,304 | 0.00% | 395 | 395 | — | $9,304 | 新建仓 |
| TOST | TOAST INC | $9,292 | 0.00% | 334 | 334 | — | $9,292 | 新建仓 |
| IEI | ISHARES TR | $9,279 | 0.00% | 79 | 79 | — | $9,279 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $9,275 | 0.00% | 500 | 500 | — | $9,275 | 新建仓 |
| RXO | RXO INC | $9,271 | 0.00% | 336 | 336 | — | $9,271 | 新建仓 |
| EWM | ISHARES INC | $9,190 | 0.00% | 341 | 341 | — | $9,190 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $9,077 | 0.00% | 290 | 290 | — | $9,077 | 新建仓 |
| DLS | WISDOMTREE TR | $9,050 | 0.00% | 108 | 108 | — | $9,050 | 新建仓 |
| MOS | MOSAIC CO | $9,006 | 0.00% | 425 | 425 | — | $9,006 | 新建仓 |
| IYM | ISHARES TR | $8,977 | 0.00% | 50 | 50 | — | $8,977 | 新建仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $8,964 | 0.00% | 661 | 661 | — | $8,964 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $8,957 | 0.00% | 32 | 32 | — | $8,957 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $8,943 | 0.00% | 313 | 313 | — | $8,943 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $8,921 | 0.00% | 88 | 88 | — | $8,921 | 新建仓 |
| FLS | FLOWSERVE CORP | $8,900 | 0.00% | 120 | 120 | — | $8,900 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $8,884 | 0.00% | 100 | 100 | — | $8,884 | 新建仓 |
| VTR | VENTAS INC | $8,880 | 0.00% | 100 | 100 | — | $8,880 | 新建仓 |
| MP | MP MATERIALS CORP | $8,850 | 0.00% | 158 | 158 | — | $8,850 | 新建仓 |
| — | BANK OF AMER CORP | $8,782 | 0.00% | 7 | 7 | — | $8,782 | 新建仓 |
| VNT | VONTIER CORPORATION | $8,700 | 0.00% | 300 | 300 | — | $8,700 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $8,606 | 0.00% | 139 | 139 | — | $8,606 | 新建仓 |
| — | ETF SER SOLUTIONS | $8,558 | 0.00% | 525 | 525 | — | $8,558 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $8,524 | 0.00% | 705 | 705 | — | $8,524 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $8,508 | 0.00% | 224 | 224 | — | $8,508 | 新建仓 |
| — | GLOBAL X FDS | $8,498 | 0.00% | 308 | 308 | — | $8,498 | 新建仓 |
| SNPS | SYNOPSYS INC | $8,476 | 0.00% | 19 | 19 | — | $8,476 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $8,324 | 0.00% | 4 | 4 | — | $8,324 | 新建仓 |
| SLVM | SYLVAMO CORP | $8,316 | 0.00% | 220 | 220 | — | $8,316 | 新建仓 |
| PAYX | PAYCHEX INC | $8,260 | 0.00% | 84 | 84 | — | $8,260 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC | $8,166 | 0.00% | 600 | 600 | — | $8,166 | 新建仓 |
| NLR | VANECK ETF TRUST | $8,119 | 0.00% | 70 | 70 | — | $8,119 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $8,068 | 0.00% | 135 | 135 | — | $8,068 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $8,021 | 0.00% | 241 | 241 | — | $8,021 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $7,950 | 0.00% | 200 | 200 | — | $7,950 | 新建仓 |
| — | PALLADYNE AI CORP | $7,923 | 0.00% | 1,303 | 1,303 | — | $7,923 | 新建仓 |
| IAG | IAMGOLD CORP | $7,920 | 0.00% | 500 | 500 | — | $7,920 | 新建仓 |
| AEE | AMEREN CORP | $7,913 | 0.00% | 70 | 70 | — | $7,913 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $7,880 | 0.00% | 335 | 335 | — | $7,880 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $7,857 | 0.00% | 182 | -8,341 | -97.9% | -$36.01万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $7,827 | 0.00% | 129 | 129 | — | $7,827 | 新建仓 |
| PTL | NORTHERN LTS FD TR IV | $7,818 | 0.00% | 27 | 27 | — | $7,818 | 新建仓 |
| — | BITWISE FUNDS TRUST | $7,805 | 0.00% | 215 | 215 | — | $7,805 | 新建仓 |
| CPA | COPA HOLDINGS SA | $7,779 | 0.00% | 50 | 50 | — | $7,779 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $7,773 | 0.00% | 253 | 253 | — | $7,773 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $7,744 | 0.00% | 162 | 162 | — | $7,744 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $7,739 | 0.00% | 201 | 201 | — | $7,739 | 新建仓 |
| — | BARON ETF TR | $7,727 | 0.00% | 310 | 310 | — | $7,727 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7,661 | 0.00% | 84 | 84 | — | $7,661 | 新建仓 |
| IGIB | ISHARES TR | $7,657 | 0.00% | 144 | 144 | — | $7,657 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $7,608 | 0.00% | 80 | 80 | — | $7,608 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $7,607 | 0.00% | 150 | 150 | — | $7,607 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $7,582 | 0.00% | 165 | 165 | — | $7,582 | 新建仓 |
| TRIN | TRINITY CAP INC | $7,568 | 0.00% | 423 | 423 | — | $7,568 | 新建仓 |
| FOXA | FOX CORP | $7,564 | 0.00% | 145 | 145 | — | $7,564 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $7,431 | 0.00% | 527 | 527 | — | $7,431 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $7,404 | 0.00% | 100 | 100 | — | $7,404 | 新建仓 |
| PII | POLARIS INC | $7,392 | 0.00% | 108 | 108 | — | $7,392 | 新建仓 |
| — | VANECK ETF TRUST | $7,390 | 0.00% | 200 | 200 | — | $7,390 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $7,375 | 0.00% | 297 | 297 | — | $7,375 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $7,371 | 0.00% | 222 | 222 | — | $7,371 | 新建仓 |
| IEO | ISHARES TR | $7,359 | 0.00% | 67 | 67 | — | $7,359 | 新建仓 |
| LRN | STRIDE INC | $7,331 | 0.00% | 85 | 85 | — | $7,331 | 新建仓 |
| CHWY | CHEWY INC | $7,291 | 0.00% | 371 | 371 | — | $7,291 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $7,253 | 0.00% | 480 | 480 | — | $7,253 | 新建仓 |
| IWY | ISHARES TR | $7,245 | 0.00% | 25 | 25 | — | $7,245 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $7,216 | 0.00% | 100 | 100 | — | $7,216 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $7,210 | 0.00% | 295 | 295 | — | $7,210 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $7,198 | 0.00% | 495 | 495 | — | $7,198 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $7,169 | 0.00% | 450 | 450 | — | $7,169 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $7,117 | 0.00% | 151 | 151 | — | $7,117 | 新建仓 |
| — | LISTED FDS TR | $7,011 | 0.00% | 380 | 380 | — | $7,011 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $7,005 | 0.00% | 11 | 11 | — | $7,005 | 新建仓 |