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 |
|---|---|---|---|---|---|---|---|---|
| — | J P MORGAN EXCHANGE TRADED F | $6,996 | 0.00% | 139 | 139 | — | $6,996 | 新建仓 |
| CEVA | CEVA INC | $6,980 | 0.00% | 148 | 148 | — | $6,980 | 新建仓 |
| MLPB | UBS AG LONDON BRANCH | $6,971 | 0.00% | 242 | 242 | — | $6,971 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $6,937 | 0.00% | 267 | 267 | — | $6,937 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $6,908 | 0.00% | 450 | 450 | — | $6,908 | 新建仓 |
| ESTC | ELASTIC N V | $6,900 | 0.00% | 121 | 121 | — | $6,900 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,870 | 0.00% | 248 | 248 | — | $6,870 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $6,859 | 0.00% | 100 | 100 | — | $6,859 | 新建仓 |
| — | ALLSPRING UTILITIES AND HIGH | $6,795 | 0.00% | 562 | 562 | — | $6,795 | 新建仓 |
| FUL | FULLER H B CO | $6,762 | 0.00% | 116 | 116 | — | $6,762 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $6,728 | 0.00% | 405 | 405 | — | $6,728 | 新建仓 |
| VIRT | VIRTU FINL INC | $6,672 | 0.00% | 112 | 112 | — | $6,672 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $6,612 | 0.00% | 25 | 25 | — | $6,612 | 新建仓 |
| ADC | AGREE RLTY CORP | $6,590 | 0.00% | 87 | 87 | — | $6,590 | 新建仓 |
| NIO | NIO INC | $6,578 | 0.00% | 1,300 | 1,300 | — | $6,578 | 新建仓 |
| GEF/B | GREIF INC | $6,548 | 0.00% | 70 | 70 | — | $6,548 | 新建仓 |
| CTS | CTS CORP | $6,519 | 0.00% | 100 | 100 | — | $6,519 | 新建仓 |
| — | ABSOLUTE SHS TR | $6,499 | 0.00% | 182 | 182 | — | $6,499 | 新建仓 |
| GAP | GAP INC | $6,408 | 0.00% | 343 | 343 | — | $6,408 | 新建仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $6,375 | 0.00% | 664 | 664 | — | $6,375 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $6,207 | 0.00% | 76 | 76 | — | $6,207 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $6,198 | 0.00% | 46 | 46 | — | $6,198 | 新建仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $6,111 | 0.00% | 179 | 179 | — | $6,111 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,056 | 0.00% | 210 | 210 | — | $6,056 | 新建仓 |
| VNO | VORNADO RLTY TR | $6,013 | 0.00% | 153 | 153 | — | $6,013 | 新建仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $6,013 | 0.00% | 77 | 77 | — | $6,013 | 新建仓 |
| GEF | GREIF INC | $5,960 | 0.00% | 80 | 80 | — | $5,960 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $5,935 | 0.00% | 198 | 198 | — | $5,935 | 新建仓 |
| WEN | WENDYS CO | $5,886 | 0.00% | 710 | 710 | — | $5,886 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $5,812 | 0.00% | 165 | 165 | — | $5,812 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $5,811 | 0.00% | 55 | 55 | — | $5,811 | 新建仓 |
| EMB | ISHARES TR | $5,787 | 0.00% | 60 | 60 | — | $5,787 | 新建仓 |
| SCI | SERVICE CORP INTL | $5,773 | 0.00% | 76 | 76 | — | $5,773 | 新建仓 |
| RWR | SPDR SERIES TRUST | $5,762 | 0.00% | 51 | 51 | — | $5,762 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $5,756 | 0.00% | 240 | 240 | — | $5,756 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $5,722 | 0.00% | 84 | 84 | — | $5,722 | 新建仓 |
| BURL | BURLINGTON STORES INC | $5,703 | 0.00% | 18 | 18 | — | $5,703 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $5,690 | 0.00% | 180 | 180 | — | $5,690 | 新建仓 |
| WU | WESTERN UN CO | $5,583 | 0.00% | 725 | 725 | — | $5,583 | 新建仓 |
| BE | BLOOM ENERGY CORP | $5,530 | 0.00% | 18 | 18 | — | $5,530 | 新建仓 |
| AOM | ISHARES TR | $5,488 | 0.00% | 110 | 110 | — | $5,488 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $5,460 | 0.00% | 70 | 70 | — | $5,460 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $5,446 | 0.00% | 70 | 70 | — | $5,446 | 新建仓 |
| BKT | BLACKROCK INCOME TR INC | $5,307 | 0.00% | 495 | 495 | — | $5,307 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $5,223 | 0.00% | 268 | 268 | — | $5,223 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $5,187 | 0.00% | 211 | 211 | — | $5,187 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC | $5,182 | 0.00% | 250 | 250 | — | $5,182 | 新建仓 |
| BCS | BARCLAYS PLC | $5,141 | 0.00% | 191 | 191 | — | $5,141 | 新建仓 |
| DHT | DHT HOLDINGS INC | $5,126 | 0.00% | 310 | 310 | — | $5,126 | 新建仓 |
| NTRA | NATERA INC | $5,107 | 0.00% | 19 | 19 | — | $5,107 | 新建仓 |
| FLOT | ISHARES TR | $5,105 | 0.00% | 100 | 100 | — | $5,105 | 新建仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $5,092 | 0.00% | 400 | 400 | — | $5,092 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $5,085 | 0.00% | 278 | 278 | — | $5,085 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $5,083 | 0.00% | 250 | 250 | — | $5,083 | 新建仓 |
| PVH | PVH CORPORATION | $5,050 | 0.00% | 68 | 68 | — | $5,050 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $4,979 | 0.00% | 150 | 150 | — | $4,979 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $4,965 | 0.00% | 73 | 73 | — | $4,965 | 新建仓 |
| AWR | AMER STATES WTR CO | $4,958 | 0.00% | 60 | 60 | — | $4,958 | 新建仓 |
| NGVT | INGEVITY CORP | $4,929 | 0.00% | 66 | 66 | — | $4,929 | 新建仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $4,908 | 0.00% | 300 | 300 | — | $4,908 | 新建仓 |
| — | GABELLI GLOBAL SMALL & MID C | $4,845 | 0.00% | 298 | 298 | — | $4,845 | 新建仓 |
| — | WISDOMTREE TR | $4,833 | 0.00% | 100 | 100 | — | $4,833 | 新建仓 |
| IUSB | ISHARES TR | $4,754 | 0.00% | 103 | 103 | — | $4,754 | 新建仓 |
| — | ALPS ETF TR | $4,749 | 0.00% | 200 | 200 | — | $4,749 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $4,695 | 0.00% | 1,500 | 1,500 | — | $4,695 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $4,643 | 0.00% | 93 | 93 | — | $4,643 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $4,605 | 0.00% | 177 | 177 | — | $4,605 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $4,571 | 0.00% | 85 | 85 | — | $4,571 | 新建仓 |
| — | WISDOMTREE TR | $4,437 | 0.00% | 100 | 100 | — | $4,437 | 新建仓 |
| GME | GAMESTOP CORP | $4,372 | 0.00% | 198 | 198 | — | $4,372 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $4,273 | 0.00% | 151 | 151 | — | $4,273 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,270 | 0.00% | 771 | 771 | — | $4,270 | 新建仓 |
| WNC | WABASH NATL CORP | $4,268 | 0.00% | 316 | 316 | — | $4,268 | 新建仓 |
| — | ALPS ETF TR | $4,267 | 0.00% | 66 | 66 | — | $4,267 | 新建仓 |
| — | EA SERIES TRUST | $4,254 | 0.00% | 100 | 100 | — | $4,254 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $4,248 | 0.00% | 39 | 39 | — | $4,248 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $4,218 | 0.00% | 135 | 135 | — | $4,218 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $4,177 | 0.00% | 46 | 46 | — | $4,177 | 新建仓 |
| FALN | ISHARES TR | $4,151 | 0.00% | 152 | 152 | — | $4,151 | 新建仓 |
| VICI | VICI PPTYS INC | $4,142 | 0.00% | 156 | 156 | — | $4,142 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $4,119 | 0.00% | 306 | 306 | — | $4,119 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $4,095 | 0.00% | 71 | 71 | — | $4,095 | 新建仓 |
| ARMK | ARAMARK | $4,087 | 0.00% | 72 | 72 | — | $4,087 | 新建仓 |
| KE | KIMBALL ELECTRONICS INC | $4,071 | 0.00% | 159 | 159 | — | $4,071 | 新建仓 |
| SKT | TANGER INC | $4,050 | 0.00% | 103 | 103 | — | $4,050 | 新建仓 |
| POWL | POWELL INDS INC | $4,044 | 0.00% | 14 | 14 | — | $4,044 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $4,029 | 0.00% | 33 | 33 | — | $4,029 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $3,955 | 0.00% | 350 | 350 | — | $3,955 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $3,949 | 0.00% | 27 | 27 | — | $3,949 | 新建仓 |
| — | NIXXY INC | $3,947 | 0.00% | 2,631 | 2,631 | — | $3,947 | 新建仓 |
| MGA | MAGNA INTL INC | $3,940 | 0.00% | 60 | 60 | — | $3,940 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $3,940 | 0.00% | 105 | 105 | — | $3,940 | 新建仓 |
| MC | MOELIS & CO | $3,926 | 0.00% | 60 | 60 | — | $3,926 | 新建仓 |
| — | LMP CAP & INCOME FD INC | $3,913 | 0.00% | 250 | 250 | — | $3,913 | 新建仓 |
| EMLC | VANECK ETF TRUST | $3,904 | 0.00% | 153 | 153 | — | $3,904 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $3,901 | 0.00% | 64 | 64 | — | $3,901 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $3,888 | 0.00% | 117 | 117 | — | $3,888 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $3,818 | 0.00% | 111 | 111 | — | $3,818 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $3,801 | 0.00% | 67 | 67 | — | $3,801 | 新建仓 |
| BITO | PROSHARES TR | $3,798 | 0.00% | 476 | 476 | — | $3,798 | 新建仓 |