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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.20% | 3 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $221.23万 | 0.20% | 24,554 | 1 | 0.0% | $90 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $220.12万 | 0.19% | 25,403 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $220.10万 | 0.19% | 7,778 | -199 | -2.5% | -$5.63万 | 减仓 |
| QCOM | QUALCOMM INC | $219.64万 | 0.19% | 11,886 | -353 | -2.9% | -$6.52万 | 减仓 |
| ORCL | ORACLE CORP | $217.63万 | 0.19% | 14,851 | -1,994 | -11.8% | -$29.22万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $215.88万 | 0.19% | 38,929 | 2 | 0.0% | $111 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $214.82万 | 0.19% | 30,150 | -7,119 | -19.1% | -$50.72万 | 减仓 |
| WMT | WALMART INC | $213.22万 | 0.19% | 18,826 | -990 | -5.0% | -$11.21万 | 减仓 |
| C | CITIGROUP INC | $210.80万 | 0.19% | 15,061 | -1,959 | -11.5% | -$27.42万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $208.18万 | 0.18% | 9,553 | -1,654 | -14.8% | -$36.04万 | 减仓 |
| BX | BLACKSTONE INC | $206.57万 | 0.18% | 17,555 | 61 | 0.3% | $7,178 | 加仓 |
| QYLD | GLOBAL X FDS | $204.52万 | 0.18% | 110,971 | -4,271 | -3.7% | -$7.87万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $199.62万 | 0.18% | 5,110 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $195.46万 | 0.17% | 8,770 | -287 | -3.2% | -$6.40万 | 减仓 |
| AOR | ISHARES TR | $194.79万 | 0.17% | 28,027 | 5,936 | 26.9% | $41.26万 | 加仓 |
| IVV | ISHARES TR | $194.17万 | 0.17% | 2,593 | -235 | -8.3% | -$17.60万 | 减仓 |
| H | HYATT HOTELS CORP | $193.23万 | 0.17% | 9,969 | -2,716 | -21.4% | -$52.64万 | 减仓 |
| CME | CME GROUP INC | $192.12万 | 0.17% | 8,700 | -12 | -0.1% | -$2,650 | 减仓 |
| EBAY | EBAY INC. | $192.01万 | 0.17% | 17,182 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $190.03万 | 0.17% | 20,296 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $189.38万 | 0.17% | 10,193 | 75 | 0.7% | $1.39万 | 加仓 |
| LOW | LOWES COS INC | $185.92万 | 0.16% | 8,432 | -989 | -10.5% | -$21.81万 | 减仓 |
| GRNY | TIDAL TRUST I | $183.78万 | 0.16% | 66,468 | -411 | -0.6% | -$1.14万 | 减仓 |
| JOE | ST JOE CO | $181.84万 | 0.16% | 29,034 | -400 | -1.4% | -$2.51万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $181.25万 | 0.16% | 20,218 | -50 | -0.2% | -$4,482 | 减仓 |
| CSCO | CISCO SYS INC | $177.05万 | 0.16% | 15,073 | -2,961 | -16.4% | -$34.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $175.71万 | 0.16% | 10,600 | -579 | -5.2% | -$9.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $172.70万 | 0.15% | 4,667 | -309 | -6.2% | -$11.43万 | 减仓 |
| APP | APPLOVIN CORP | $172.49万 | 0.15% | 3,348 | -13 | -0.4% | -$6,698 | 减仓 |
| XBI | SPDR SERIES TRUST | $171.20万 | 0.15% | 10,818 | 601 | 5.9% | $9.51万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $170.66万 | 0.15% | 9,575 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $170.20万 | 0.15% | 13,317 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $168.48万 | 0.15% | 10,256 | 1,109 | 12.1% | $18.22万 | 加仓 |
| JOET | VIRTUS ETF TR II | $168.07万 | 0.15% | 36,312 | -450 | -1.2% | -$2.08万 | 减仓 |
| HD | HOME DEPOT INC | $166.43万 | 0.15% | 4,719 | 8 | 0.2% | $2,821 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $165.63万 | 0.15% | 5,017 | -86 | -1.7% | -$2.84万 | 减仓 |
| EWJ | ISHARES INC | $165.51万 | 0.15% | 17,745 | -176 | -1.0% | -$1.64万 | 减仓 |
| CMI | CUMMINS INC | $165.32万 | 0.15% | 2,318 | -2 | -0.1% | -$1,426 | 减仓 |
| VHT | VANGUARD WORLD FD | $164.28万 | 0.15% | 5,494 | -3,169 | -36.6% | -$94.76万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $164.02万 | 0.14% | 6,863 | -22 | -0.3% | -$5,258 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $163.71万 | 0.14% | 4,418 | -190 | -4.1% | -$7.04万 | 减仓 |
| QUAL | ISHARES TR | $162.97万 | 0.14% | 7,427 | -989 | -11.8% | -$21.70万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $159.07万 | 0.14% | 3,202 | -13 | -0.4% | -$6,458 | 减仓 |
| XYLD | GLOBAL X FDS | $157.25万 | 0.14% | 38,550 | -1,227 | -3.1% | -$5.00万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $156.21万 | 0.14% | 2,047 | 40 | 2.0% | $3.05万 | 加仓 |
| PHM | PULTE GROUP INC | $155.55万 | 0.14% | 11,337 | -835 | -6.9% | -$11.46万 | 减仓 |
| PWR | QUANTA SVCS INC | $152.05万 | 0.13% | 2,112 | -2 | -0.1% | -$1,440 | 减仓 |
| BBH | VANECK ETF TRUST | $151.18万 | 0.13% | 7,439 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $150.22万 | 0.13% | 10,923 | -1,389 | -11.3% | -$19.10万 | 减仓 |
| EOG | EOG RES INC | $148.56万 | 0.13% | 11,451 | -1,002 | -8.0% | -$13.00万 | 减仓 |
| FFIV | F5 INC | $148.00万 | 0.13% | 3,558 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $147.20万 | 0.13% | 1,525 | -68 | -4.3% | -$6.56万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $146.91万 | 0.13% | 3,656 | -15 | -0.4% | -$6,028 | 减仓 |
| ASML | ASML HLDG NV | $146.42万 | 0.13% | 736 | 11 | 1.5% | $2.19万 | 加仓 |
| IHI | ISHARES TR | $145.48万 | 0.13% | 29,444 | -338 | -1.1% | -$1.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $145.12万 | 0.13% | 17,625 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.90万 | 0.13% | 6,124 | 7 | 0.1% | $1,656 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $144.83万 | 0.13% | 2,268 | 462 | 25.6% | $29.50万 | 加仓 |
| INTC | INTEL CORP | $144.32万 | 0.13% | 10,336 | -3,074 | -22.9% | -$42.92万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $143.33万 | 0.13% | 12,101 | 1 | 0.0% | $118 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $142.02万 | 0.13% | 32,890 | -1,836 | -5.3% | -$7.93万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $140.12万 | 0.12% | 29,082 | -20 | -0.1% | -$964 | 减仓 |
| DXJ | WISDOMTREE TR | $139.76万 | 0.12% | 8,054 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $138.26万 | 0.12% | 5,083 | -4 | -0.1% | -$1,088 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $137.41万 | 0.12% | 12,827 | 553 | 4.5% | $5.92万 | 加仓 |
| RBLX | ROBLOX CORP | $135.92万 | 0.12% | 24,995 | 3,600 | 16.8% | $19.58万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $130.48万 | 0.12% | 8,457 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $128.62万 | 0.11% | 4,940 | -2,072 | -29.5% | -$53.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $127.06万 | 0.11% | 13,176 | -4,729 | -26.4% | -$45.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $126.86万 | 0.11% | 3,052 | -296 | -8.8% | -$12.30万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $124.67万 | 0.11% | 2,447 | -13 | -0.5% | -$6,623 | 减仓 |
| APH | AMPHENOL CORP | $124.38万 | 0.11% | 7,054 | 354 | 5.3% | $6.24万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $122.53万 | 0.11% | 21,970 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $122.26万 | 0.11% | 9,515 | -51 | -0.5% | -$6,553 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $122.09万 | 0.11% | 10,410 | 84 | 0.8% | $9,852 | 加仓 |
| KRE | SPDR SERIES TRUST | $121.23万 | 0.11% | 16,196 | -143 | -0.9% | -$1.07万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $119.51万 | 0.11% | 3,471 | -20 | -0.6% | -$6,886 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $116.57万 | 0.10% | 20,230 | -55 | -0.3% | -$3,169 | 减仓 |
| ABSI | ABSCI CORPORATION | $115.77万 | 0.10% | 99,892 | -45,900 | -31.5% | -$53.20万 | 减仓 |
| VLO | VALERO ENERGY CORP | $115.04万 | 0.10% | 4,417 | -108 | -2.4% | -$2.81万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $114.39万 | 0.10% | 19,824 | -278 | -1.4% | -$1.60万 | 减仓 |
| IHE | ISHARES TR | $111.98万 | 0.10% | 11,310 | 66 | 0.6% | $6,535 | 加仓 |
| PG | PROCTER & GAMBLE CO | $111.33万 | 0.10% | 7,592 | 269 | 3.7% | $3.94万 | 加仓 |
| CIEN | CIENA CORP | $111.01万 | 0.10% | 2,263 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $110.84万 | 0.10% | 14,872 | -580 | -3.8% | -$4.32万 | 减仓 |
| PSX | PHILLIPS 66 | $110.77万 | 0.10% | 6,553 | -526 | -7.4% | -$8.89万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.03万 | 0.10% | 12,427 | -535 | -4.1% | -$4.74万 | 减仓 |
| XYZ | BLOCK INC | $108.20万 | 0.10% | 14,237 | -1,056 | -6.9% | -$8.03万 | 减仓 |
| VFH | VANGUARD WORLD FD | $107.41万 | 0.09% | 8,162 | -7,508 | -47.9% | -$98.81万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $106.75万 | 0.09% | 48,086 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $106.40万 | 0.09% | 3,104 | -4 | -0.1% | -$1,371 | 减仓 |
| CI | THE CIGNA GROUP | $105.83万 | 0.09% | 3,839 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $105.74万 | 0.09% | 10,171 | -311 | -3.0% | -$3.23万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $104.77万 | 0.09% | 2,709 | -14 | -0.5% | -$5,414 | 减仓 |
| TJX | TJX COS INC NEW | $104.29万 | 0.09% | 6,884 | -61 | -0.9% | -$9,241 | 减仓 |
| DTD | WISDOMTREE TR | $103.41万 | 0.09% | 11,090 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $101.37万 | 0.09% | 2,549 | 128 | 5.3% | $5.09万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $100.45万 | 0.09% | 10,886 | -159 | -1.4% | -$1.47万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $100.33万 | 0.09% | 40,767 | -21 | -0.1% | -$517 | 减仓 |