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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $97.50万 | 0.10% | 3,137 | 11 | 0.4% | $3,419 | 加仓 |
| IHE | ISHARES TR | $97.46万 | 0.10% | 11,244 | -29 | -0.3% | -$2,514 | 减仓 |
| VAW | VANGUARD WORLD FD | $96.99万 | 0.10% | 4,304 | 684 | 18.9% | $15.41万 | 加仓 |
| MCO | MOODYS CORP | $95.98万 | 0.10% | 2,200 | -15 | -0.7% | -$6,544 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.93万 | 0.10% | 19,110 | -1,285 | -6.3% | -$6.45万 | 减仓 |
| DTD | WISDOMTREE TR | $95.77万 | 0.10% | 11,090 | -388 | -3.4% | -$3.35万 | 减仓 |
| ASML | ASML HLDG NV | $95.76万 | 0.10% | 725 | 1 | 0.1% | $1,321 | 加仓 |
| SPGI | S&P GLOBAL INC | $95.37万 | 0.10% | 2,242 | -15 | -0.7% | -$6,380 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $94.86万 | 0.10% | 7,561 | -93 | -1.2% | -$1.17万 | 减仓 |
| MSCI | MSCI INC | $94.12万 | 0.10% | 1,746 | 19 | 1.1% | $1.02万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $93.19万 | 0.10% | 13,368 | -374 | -2.7% | -$2.61万 | 减仓 |
| XYZ | BLOCK INC | $92.03万 | 0.10% | 15,293 | -4,188 | -21.5% | -$25.20万 | 减仓 |
| MTN | VAIL RESORTS INC | $90.87万 | 0.10% | 7,082 | -86 | -1.2% | -$1.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.58万 | 0.10% | 3,348 | 85 | 2.6% | $2.30万 | 加仓 |
| KKR | KKR & CO INC | $90.46万 | 0.10% | 9,779 | -481 | -4.7% | -$4.45万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $89.80万 | 0.10% | 20,102 | 9,651 | 92.3% | $43.11万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $88.45万 | 0.09% | 28,831 | 910 | 3.3% | $2.79万 | 加仓 |
| WDAY | WORKDAY INC | $88.16万 | 0.09% | 6,786 | 5,145 | 313.5% | $66.84万 | 重新持有 |
| CIEN | CIENA CORP | $87.86万 | 0.09% | 2,263 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $87.81万 | 0.09% | 10,507 | -109 | -1.0% | -$9,109 | 减仓 |
| VIS | VANGUARD WORLD FD | $87.80万 | 0.09% | 2,812 | 456 | 19.4% | $14.24万 | 加仓 |
| CSGP | COSTAR GROUP INC | $85.28万 | 0.09% | 21,141 | 5,485 | 35.0% | $22.13万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $85.12万 | 0.09% | 29,647 | -254 | -0.8% | -$7,292 | 减仓 |
| SLB | SLB LIMITED | $84.86万 | 0.09% | 16,513 | -100 | -0.6% | -$5,139 | 减仓 |
| FICO | FAIR ISAAC CORP | $84.66万 | 0.09% | 793 | -5 | -0.6% | -$5,338 | 减仓 |
| APH | AMPHENOL CORP | $84.65万 | 0.09% | 6,700 | -208 | -3.0% | -$2.63万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $84.01万 | 0.09% | 12,773 | 3,700 | 40.8% | $24.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.96万 | 0.09% | 3,464 | -82 | -2.3% | -$1.99万 | 减仓 |
| EZM | WISDOMTREE TR | $83.96万 | 0.09% | 12,490 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $82.78万 | 0.09% | 7,012 | 2,800 | 66.5% | $33.05万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $82.46万 | 0.09% | 8,441 | -108 | -1.3% | -$1.05万 | 减仓 |
| CET | CENTRAL SECS CORP | $81.41万 | 0.09% | 16,394 | -66 | -0.4% | -$3,278 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $81.19万 | 0.09% | 34,270 | -45,014 | -56.8% | -$106.64万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $80.70万 | 0.09% | 20,343 | 3,815 | 23.1% | $15.13万 | 加仓 |
| MSTR | STRATEGY INC | $80.68万 | 0.09% | 6,465 | 4,038 | 166.4% | $50.39万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $79.72万 | 0.08% | 2,723 | -100 | -3.5% | -$2.93万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $78.73万 | 0.08% | 7,668 | 2 | 0.0% | $205 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $78.52万 | 0.08% | 9,247 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.36万 | 0.08% | 2,007 | 376 | 23.1% | $14.68万 | 加仓 |
| KO | COCA COLA CO | $78.06万 | 0.08% | 10,264 | -41 | -0.4% | -$3,118 | 减仓 |
| — | WISDOMTREE TR | $77.85万 | 0.08% | 6,728 | -208 | -3.0% | -$2.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $76.17万 | 0.08% | 12,197 | 2 | 0.0% | $125 | 加仓 |
| IYT | ISHARES TR | $74.99万 | 0.08% | 10,052 | 16 | 0.2% | $1,194 | 加仓 |
| DOL | WISDOMTREE TR | $74.81万 | 0.08% | 11,004 | -103 | -0.9% | -$7,002 | 减仓 |
| WYNN | WYNN RESORTS LTD | $74.80万 | 0.08% | 7,365 | -105 | -1.4% | -$1.07万 | 减仓 |
| MTUM | ISHARES TR | $74.59万 | 0.08% | 3,108 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $73.89万 | 0.08% | 8,509 | -719 | -7.8% | -$6.24万 | 减仓 |
| MET | METLIFE INC | $73.29万 | 0.08% | 10,364 | -15 | -0.1% | -$1,061 | 减仓 |
| MELI | MERCADOLIBRE INC | $72.96万 | 0.08% | 422 | 115 | 37.5% | $19.88万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $72.47万 | 0.08% | 16,158 | 3,578 | 28.4% | $16.05万 | 加仓 |
| EFG | ISHARES TR | $71.42万 | 0.08% | 6,413 | 181 | 2.9% | $2.02万 | 加仓 |
| CPNG | COUPANG INC | $71.27万 | 0.08% | 37,749 | 14,000 | 58.9% | $26.43万 | 加仓 |
| CMPR | CIMPRESS PLC | $70.79万 | 0.08% | 9,697 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $70.43万 | 0.08% | 3,561 | -114 | -3.1% | -$2.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $70.30万 | 0.07% | 18,091 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $69.50万 | 0.07% | 8,303 | -147 | -1.7% | -$1.23万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $69.34万 | 0.07% | 61,525 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $69.26万 | 0.07% | 12,980 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $68.22万 | 0.07% | 7,536 | 225 | 3.1% | $2.04万 | 加仓 |
| CTAS | CINTAS CORP | $67.79万 | 0.07% | 4,008 | -4 | -0.1% | -$677 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $65.93万 | 0.07% | 9,973 | -50 | -0.5% | -$3,306 | 减仓 |
| VOO | VANGUARD INDEX FDS | $65.83万 | 0.07% | 1,102 | -265 | -19.4% | -$15.83万 | 减仓 |
| PEP | PEPSICO INC | $65.45万 | 0.07% | 4,214 | 136 | 3.3% | $2.11万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $64.59万 | 0.07% | 6,609 | 6 | 0.1% | $586 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.52万 | 0.07% | 1,548 | -46 | -2.9% | -$1.92万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $63.66万 | 0.07% | 59,277 | 581 | 1.0% | $6,240 | 加仓 |
| AER | AERCAP HOLDINGS NV | $63.34万 | 0.07% | 4,617 | 2,831 | 158.5% | $38.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $63.32万 | 0.07% | 4,319 | -575 | -11.7% | -$8.43万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $62.60万 | 0.07% | 15,469 | 4,420 | 40.0% | $17.89万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $62.40万 | 0.07% | 1,593 | -355 | -18.2% | -$13.91万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $62.04万 | 0.07% | 4,738 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $61.95万 | 0.07% | 3,308 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $61.69万 | 0.07% | 32,794 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $61.63万 | 0.07% | 21,948 | -40 | -0.2% | -$1,123 | 减仓 |
| WFC | WELLS FARGO & CO | $61.20万 | 0.07% | 7,688 | -16 | -0.2% | -$1,274 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $61.10万 | 0.07% | 9,383 | 3 | 0.0% | $195 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $61.00万 | 0.06% | 16,236 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $60.97万 | 0.06% | 24,753 | 290 | 1.2% | $7,143 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $60.96万 | 0.06% | 9,636 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $60.78万 | 0.06% | 12,164 | 962 | 8.6% | $4.81万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $60.64万 | 0.06% | 12,445 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.95万 | 0.06% | 3,124 | -38 | -1.2% | -$7,293 | 减仓 |
| D | DOMINION ENERGY INC | $59.82万 | 0.06% | 9,676 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $59.75万 | 0.06% | 4,558 | 128 | 2.9% | $1.68万 | 加仓 |
| INTC | INTEL CORP | $59.18万 | 0.06% | 13,410 | 6 | 0.0% | $265 | 加仓 |
| EMR | EMERSON ELEC CO | $59.15万 | 0.06% | 4,514 | -32 | -0.7% | -$4,193 | 减仓 |
| DHR | DANAHER CORP DEL | $59.04万 | 0.06% | 3,114 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $58.82万 | 0.06% | 52,756 | -1,101 | -2.0% | -$1.23万 | 减仓 |
| EPS | WISDOMTREE TR | $58.40万 | 0.06% | 8,575 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $57.23万 | 0.06% | 16,487 | 1,438 | 9.6% | $4.99万 | 加仓 |
| MO | ALTRIA GROUP INC | $56.23万 | 0.06% | 8,521 | -783 | -8.4% | -$5.17万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $55.96万 | 0.06% | 10,602 | 31 | 0.3% | $1,636 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $55.93万 | 0.06% | 8,923 | -21,877 | -71.0% | -$137.13万 | 减仓 |
| IBB | ISHARES TR | $55.77万 | 0.06% | 3,303 | 209 | 6.8% | $3.53万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $55.68万 | 0.06% | 9,240 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $55.63万 | 0.06% | 27,746 | -106 | -0.4% | -$2,125 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $55.60万 | 0.06% | 2,408 | 820 | 51.6% | $18.93万 | 加仓 |
| NVS | NOVARTIS AG | $55.54万 | 0.06% | 3,636 | 5 | 0.1% | $764 | 加仓 |
| USB | US BANCORP | $55.43万 | 0.06% | 10,658 | -2 | -0.0% | -$104 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $54.79万 | 0.06% | 11,939 | -902 | -7.0% | -$4.14万 | 减仓 |