Institute for Wealth Management, LLC.
DENVER CO · SEC CIK 0001533954
$9.38亿2026Q1 申报市值
542持仓数
29.9%前十大占比 · 第一大 13.8%
30 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$765.63万
DIA 加仓+$310.14万
IMMX 新建仓+$307.51万
EDV 加仓+$227.75万
SNOW 加仓+$173.20万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$226.51万
NVDA 减仓-$206.73万
CIBR 减仓-$137.13万
BXSL 减仓-$106.64万
AAPL 减仓-$79.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $211.31万 | 0.23% | 122,569 | 59,195 | 93.4% | $102.05万 | 加仓 |
| WM | WASTE MGMT INC DEL | $208.12万 | 0.22% | 9,057 | 6 | 0.1% | $1,379 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $204.99万 | 0.22% | 8,895 | -66 | -0.7% | -$1.52万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $202.23万 | 0.22% | 21,574 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $201.16万 | 0.21% | 17,494 | 476 | 2.8% | $5.47万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $200.09万 | 0.21% | 20,201 | -1,650 | -7.6% | -$16.34万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $199.82万 | 0.21% | 25,403 | -63 | -0.2% | -$4,956 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $198.89万 | 0.21% | 38,927 | -1,038 | -2.6% | -$5.30万 | 减仓 |
| QYLD | GLOBAL X FDS | $197.64万 | 0.21% | 115,242 | -6,762 | -5.5% | -$11.60万 | 减仓 |
| AN | AUTONATION INC | $197.56万 | 0.21% | 10,118 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $196.80万 | 0.21% | 2,255 | -383 | -14.5% | -$33.43万 | 减仓 |
| XHB | SPDR SERIES TRUST | $195.49万 | 0.21% | 19,802 | 610 | 3.2% | $6.02万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $195.36万 | 0.21% | 6,885 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $193.03万 | 0.21% | 17,020 | -222 | -1.3% | -$2.52万 | 减仓 |
| VFH | VANGUARD WORLD FD | $189.31万 | 0.20% | 15,670 | 3,301 | 26.7% | $39.88万 | 加仓 |
| JOE | ST JOE CO | $184.85万 | 0.20% | 29,434 | -16 | -0.1% | -$1,005 | 减仓 |
| IVV | ISHARES TR | $184.75万 | 0.20% | 2,828 | 178 | 6.7% | $11.63万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $184.62万 | 0.20% | 24,553 | -559 | -2.2% | -$4.20万 | 减仓 |
| VOX | VANGUARD WORLD FD | $183.89万 | 0.20% | 10,225 | 1,628 | 18.9% | $29.28万 | 加仓 |
| H | HYATT HOTELS CORP | $182.39万 | 0.19% | 12,685 | -32 | -0.3% | -$4,601 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $181.95万 | 0.19% | 39,710 | 31,900 | 408.5% | $146.17万 | 加仓 |
| EOG | EOG RES INC | $180.04万 | 0.19% | 12,453 | -192 | -1.5% | -$2.78万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $177.54万 | 0.19% | 15,758 | -43 | -0.3% | -$4,845 | 减仓 |
| IJR | ISHARES TR | $172.36万 | 0.18% | 13,866 | 2,800 | 25.3% | $34.81万 | 加仓 |
| VCR | VANGUARD WORLD FD | $168.36万 | 0.18% | 4,689 | 842 | 21.9% | $30.23万 | 加仓 |
| SHOP | SHOPIFY INC | $165.89万 | 0.18% | 13,985 | 4,660 | 50.0% | $55.28万 | 加仓 |
| QUAL | ISHARES TR | $161.42万 | 0.17% | 8,416 | -1,499 | -15.1% | -$28.75万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $161.26万 | 0.17% | 383 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $160.48万 | 0.17% | 20,268 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $159.65万 | 0.17% | 4,976 | 204 | 4.3% | $6.55万 | 加仓 |
| GRNY | TIDAL TRUST I | $159.64万 | 0.17% | 66,879 | 2,887 | 4.5% | $6.89万 | 加仓 |
| IHI | ISHARES TR | $158.89万 | 0.17% | 29,782 | 504 | 1.7% | $2.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $158.82万 | 0.17% | 17,905 | 1,659 | 10.2% | $14.72万 | 加仓 |
| QCOM | QUALCOMM INC | $157.62万 | 0.17% | 12,239 | -307 | -2.4% | -$3.95万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $157.07万 | 0.17% | 34,726 | -1,780 | -4.9% | -$8.05万 | 减仓 |
| EBAY | EBAY INC. | $156.39万 | 0.17% | 17,182 | -137 | -0.8% | -$1.25万 | 减仓 |
| XYLD | GLOBAL X FDS | $155.65万 | 0.17% | 39,777 | -2,651 | -6.2% | -$10.37万 | 减仓 |
| HD | HOME DEPOT INC | $154.95万 | 0.17% | 4,711 | -102 | -2.1% | -$3.35万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $154.29万 | 0.16% | 20,296 | -250 | -1.2% | -$1.90万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $153.67万 | 0.16% | 27,111 | 1,818 | 7.2% | $10.30万 | 加仓 |
| EWJ | ISHARES INC | $151.33万 | 0.16% | 17,921 | 79 | 0.4% | $6,671 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $150.72万 | 0.16% | 4,608 | -50 | -1.1% | -$1.64万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $148.83万 | 0.16% | 5,103 | -8 | -0.2% | -$2,333 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.69万 | 0.16% | 2,460 | -12 | -0.5% | -$7,253 | 减仓 |
| JOET | VIRTUS ETF TR II | $147.16万 | 0.16% | 36,762 | -89 | -0.2% | -$3,563 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $146.07万 | 0.16% | 13,317 | -109 | -0.8% | -$1.20万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $143.58万 | 0.15% | 3,215 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $143.15万 | 0.15% | 12,172 | -230 | -1.9% | -$2.71万 | 减仓 |
| VDE | VANGUARD WORLD FD | $142.88万 | 0.15% | 8,257 | 975 | 13.4% | $16.87万 | 加仓 |
| AOR | ISHARES TR | $142.16万 | 0.15% | 22,091 | 1,916 | 9.5% | $12.33万 | 加仓 |
| CSCO | CISCO SYS INC | $139.93万 | 0.15% | 18,034 | 275 | 1.5% | $2.13万 | 加仓 |
| BBH | VANECK ETF TRUST | $139.86万 | 0.15% | 7,439 | -34 | -0.5% | -$6,393 | 减仓 |
| IVW | ISHARES TR | $139.26万 | 0.15% | 12,312 | 190 | 1.6% | $2.15万 | 加仓 |
| COP | CONOCOPHILLIPS | $138.36万 | 0.15% | 10,482 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $136.87万 | 0.15% | 29,102 | -130 | -0.4% | -$6,114 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $136.07万 | 0.14% | 12,274 | 1,260 | 11.4% | $13.97万 | 加仓 |
| MGK | VANGUARD WORLD FD | $134.99万 | 0.14% | 3,674 | 603 | 19.6% | $22.16万 | 加仓 |
| GLW | CORNING INC | $134.90万 | 0.14% | 9,921 | 173 | 1.8% | $2.35万 | 加仓 |
| APP | APPLOVIN CORP | $133.75万 | 0.14% | 3,361 | 3,361 | — | $133.75万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.55万 | 0.14% | 6,117 | -207 | -3.3% | -$4.45万 | 减仓 |
| XBI | SPDR SERIES TRUST | $130.51万 | 0.14% | 10,217 | 433 | 4.4% | $5.53万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $130.45万 | 0.14% | 5,110 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $130.29万 | 0.14% | 9,147 | -116 | -1.3% | -$1.65万 | 减仓 |
| PSX | PHILLIPS 66 | $128.96万 | 0.14% | 7,079 | -159 | -2.2% | -$2.90万 | 减仓 |
| DXJ | WISDOMTREE TR | $127.73万 | 0.14% | 8,054 | -186 | -2.3% | -$2.95万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $126.82万 | 0.14% | 19,511 | -101 | -0.5% | -$6,565 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $125.55万 | 0.13% | 12,100 | -59 | -0.5% | -$6,122 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $125.37万 | 0.13% | 17,625 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $124.82万 | 0.13% | 2,320 | 2 | 0.1% | $1,076 | 加仓 |
| UNP | UNION PAC CORP | $123.43万 | 0.13% | 5,087 | 113 | 2.3% | $2.74万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $123.29万 | 0.13% | 8,457 | -10 | -0.1% | -$1,458 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.03万 | 0.13% | 20,285 | -166 | -0.8% | -$1.01万 | 减仓 |
| RBLX | ROBLOX CORP | $121.01万 | 0.13% | 21,395 | 9,406 | 78.5% | $53.20万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $117.99万 | 0.13% | 3,671 | -22 | -0.6% | -$7,071 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $116.28万 | 0.12% | 15,452 | -45 | -0.3% | -$3,386 | 减仓 |
| PWR | QUANTA SVCS INC | $116.07万 | 0.12% | 2,114 | -13 | -0.6% | -$7,137 | 减仓 |
| MRK | MERCK & CO INC | $115.07万 | 0.12% | 9,566 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $114.29万 | 0.12% | 2,415 | -20 | -0.8% | -$9,465 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $112.53万 | 0.12% | 10,326 | 14 | 0.1% | $1,526 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $111.91万 | 0.12% | 3,491 | -29 | -0.8% | -$9,296 | 减仓 |
| NKE | NIKE INC | $111.86万 | 0.12% | 21,178 | -108 | -0.5% | -$5,704 | 减仓 |
| VLO | VALERO ENERGY CORP | $111.80万 | 0.12% | 4,525 | -10 | -0.2% | -$2,471 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $111.61万 | 0.12% | 2,421 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $110.91万 | 0.12% | 6,945 | -30 | -0.4% | -$4,791 | 减仓 |
| ADSK | AUTODESK INC | $110.56万 | 0.12% | 4,618 | 2,799 | 153.9% | $67.01万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $106.97万 | 0.11% | 48,086 | -1,341 | -2.7% | -$2.98万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $106.85万 | 0.11% | 12,962 | -178 | -1.4% | -$1.47万 | 减仓 |
| KRE | SPDR SERIES TRUST | $106.45万 | 0.11% | 16,339 | 288 | 1.8% | $1.88万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.78万 | 0.11% | 7,323 | 121 | 1.7% | $1.75万 | 加仓 |
| MCK | MCKESSON CORP | $104.31万 | 0.11% | 1,205 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $104.26万 | 0.11% | 4,613 | -55 | -1.2% | -$1.24万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $103.80万 | 0.11% | 11,045 | 14 | 0.1% | $1,316 | 加仓 |
| GILD | GILEAD SCIENCES INC | $103.61万 | 0.11% | 7,434 | -42 | -0.6% | -$5,854 | 减仓 |
| FFIV | F5 INC | $102.94万 | 0.11% | 3,558 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $102.41万 | 0.11% | 3,839 | 24 | 0.6% | $6,402 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $100.78万 | 0.11% | 21,970 | -470 | -2.1% | -$2.16万 | 减仓 |
| T | AT&T INC | $100.00万 | 0.11% | 34,494 | -8,335 | -19.5% | -$24.16万 | 减仓 |
| — | EXXON MOBIL CORP | $99.67万 | 0.11% | 5,875 | -156 | -2.6% | -$2.65万 | 减仓 |
| VPU | VANGUARD WORLD FD | $99.63万 | 0.11% | 5,028 | 697 | 16.1% | $13.81万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $97.61万 | 0.10% | 40,788 | -222 | -0.5% | -$5,312 | 减仓 |