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 |
|---|---|---|---|---|---|---|---|---|
| AIR | AAR CORP | $54.73万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $54.48万 | 0.06% | 1,260 | 2 | 0.2% | $865 | 加仓 |
| ALL | ALLSTATE CORP | $54.41万 | 0.06% | 2,624 | 12 | 0.5% | $2,488 | 加仓 |
| QLD | PROSHARES TR | $53.57万 | 0.06% | 8,782 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $53.54万 | 0.06% | 7,443 | 2,754 | 58.7% | $19.81万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $53.41万 | 0.06% | 7,252 | -260 | -3.5% | -$1.91万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $53.25万 | 0.06% | 1,935 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.65万 | 0.06% | 3,348 | 39 | 1.2% | $6,133 | 加仓 |
| COMP | COMPASS INC | $52.49万 | 0.06% | 71,800 | 71,800 | — | $52.49万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $52.47万 | 0.06% | 2,876 | -73 | -2.5% | -$1.33万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $52.46万 | 0.06% | 1,004 | -2 | -0.2% | -$1,045 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $52.37万 | 0.06% | 24,452 | -4 | -0.0% | -$86 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $51.41万 | 0.05% | 4,777 | 5 | 0.1% | $538 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $51.02万 | 0.05% | 5,093 | 27 | 0.5% | $2,705 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $50.90万 | 0.05% | 1,674 | -61 | -3.5% | -$1.85万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $50.78万 | 0.05% | 5,162 | -90 | -1.7% | -$8,854 | 减仓 |
| F | FORD MTR CO | $50.30万 | 0.05% | 43,585 | -498 | -1.1% | -$5,747 | 减仓 |
| WCC | WESCO INTL INC | $50.24万 | 0.05% | 1,836 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $49.84万 | 0.05% | 3,947 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $49.63万 | 0.05% | 1,001 | -1 | -0.1% | -$496 | 减仓 |
| SPHY | SPDR SERIES TRUST | $49.62万 | 0.05% | 21,276 | 21,276 | — | $49.62万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $49.49万 | 0.05% | 10,299 | -102 | -1.0% | -$4,901 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $49.43万 | 0.05% | 89,063 | 512 | 0.6% | $2,842 | 加仓 |
| — | ONESTREAM INC | $49.16万 | 0.05% | 20,484 | 0 | 0.0% | — | 不变 |
| GRNJ | TIDAL TRUST III | $48.98万 | 0.05% | 19,584 | 8,360 | 74.5% | $20.91万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $48.84万 | 0.05% | 1,806 | -869 | -32.5% | -$23.50万 | 减仓 |
| SE | SEA LTD | $48.82万 | 0.05% | 5,895 | 5,895 | — | $48.82万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $48.68万 | 0.05% | 4,369 | 326 | 8.1% | $3.63万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $48.61万 | 0.05% | 18,050 | -1,087 | -5.7% | -$2.93万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $48.34万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $48.29万 | 0.05% | 2,321 | 27 | 1.2% | $5,617 | 加仓 |
| WMB | WILLIAMS COS INC | $48.09万 | 0.05% | 6,607 | 195 | 3.0% | $1.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.02万 | 0.05% | 977 | -2 | -0.2% | -$983 | 减仓 |
| NUE | NUCOR CORP | $47.72万 | 0.05% | 2,822 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $47.59万 | 0.05% | 616 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $47.14万 | 0.05% | 4,015 | -59 | -1.4% | -$6,927 | 减仓 |
| DDS | DILLARDS INC | $46.85万 | 0.05% | 819 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $46.16万 | 0.05% | 80,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $45.97万 | 0.05% | 4,956 | 159 | 3.3% | $1.47万 | 加仓 |
| NVO | NOVO-NORDISK A S | $45.36万 | 0.05% | 12,344 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.87万 | 0.05% | 1,300 | 8 | 0.6% | $2,761 | 加仓 |
| SGOV | ISHARES TR | $44.77万 | 0.05% | 4,448 | 39 | 0.9% | $3,926 | 加仓 |
| Q | QNITY ELECTRONICS INC | $44.65万 | 0.05% | 3,870 | -79 | -2.0% | -$9,115 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.52万 | 0.05% | 6,697 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $44.47万 | 0.05% | 8,464 | -14 | -0.2% | -$736 | 减仓 |
| — | ELECTRONIC ARTS INC | $43.87万 | 0.05% | 2,152 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $43.74万 | 0.05% | 145,792 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $42.97万 | 0.05% | 24,459 | 5 | 0.0% | $88 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.84万 | 0.05% | 2,591 | 19 | 0.7% | $3,141 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $42.75万 | 0.05% | 19,772 | -450 | -2.2% | -$9,729 | 减仓 |
| IEMG | ISHARES INC | $42.66万 | 0.05% | 6,116 | -241 | -3.8% | -$1.68万 | 减仓 |
| RBC | RBC BEARINGS INC | $42.53万 | 0.05% | 783 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $42.02万 | 0.04% | 9,174 | 77 | 0.8% | $3,527 | 加仓 |
| PDD | PDD HOLDINGS INC | $41.81万 | 0.04% | 4,092 | 4,092 | — | $41.81万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $41.69万 | 0.04% | 6,469 | 6,469 | — | $41.69万 | 新建仓 |
| MAS | MASCO CORP | $41.43万 | 0.04% | 6,862 | -22 | -0.3% | -$1,328 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $41.39万 | 0.04% | 25,753 | 25,753 | — | $41.39万 | 新建仓 |
| TFLO | ISHARES TR | $41.38万 | 0.04% | 8,173 | -1 | -0.0% | -$51 | 减仓 |
| IWD | ISHARES TR | $41.13万 | 0.04% | 1,925 | -5 | -0.3% | -$1,068 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $40.73万 | 0.04% | 4,315 | -50 | -1.1% | -$4,719 | 减仓 |
| MMM | 3M CO | $40.28万 | 0.04% | 2,774 | 1 | 0.0% | $145 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $40.16万 | 0.04% | 9,972 | -90 | -0.9% | -$3,624 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $40.12万 | 0.04% | 5,010 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $40.02万 | 0.04% | 2,574 | 80 | 3.2% | $1.24万 | 加仓 |
| IONQ | IONQ INC | $39.40万 | 0.04% | 13,665 | 13,665 | — | $39.40万 | 新建仓 |
| ADEA | ADEIA INC | $39.30万 | 0.04% | 16,356 | -2,894 | -15.0% | -$6.95万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $39.13万 | 0.04% | 2,556 | -39 | -1.5% | -$5,971 | 减仓 |
| EWW | ISHARES INC | $38.75万 | 0.04% | 5,151 | -62 | -1.2% | -$4,664 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $38.68万 | 0.04% | 10,784 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $38.36万 | 0.04% | 2,590 | 122 | 4.9% | $1.81万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $38.27万 | 0.04% | 3,697 | -193 | -5.0% | -$2.00万 | 减仓 |
| EFV | ISHARES TR | $38.16万 | 0.04% | 5,132 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $38.01万 | 0.04% | 8,267 | 109 | 1.3% | $5,011 | 加仓 |
| RDN | RADIAN GROUP INC | $37.90万 | 0.04% | 11,456 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $37.74万 | 0.04% | 4,690 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $37.69万 | 0.04% | 3,926 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $37.65万 | 0.04% | 2,965 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.16万 | 0.04% | 2,540 | -2,524 | -49.8% | -$36.92万 | 减仓 |
| MLPA | GLOBAL X FDS | $36.56万 | 0.04% | 6,786 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $36.30万 | 0.04% | 7,491 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $36.27万 | 0.04% | 3,449 | -104 | -2.9% | -$1.09万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $36.02万 | 0.04% | 8,523 | -200 | -2.3% | -$8,452 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.87万 | 0.04% | 582 | -30 | -4.9% | -$1.85万 | 减仓 |
| MHO | M/I HOMES INC | $35.87万 | 0.04% | 2,929 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $35.84万 | 0.04% | 3,389 | -9 | -0.3% | -$952 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $35.80万 | 0.04% | 5,978 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $35.13万 | 0.04% | 4,702 | -107 | -2.2% | -$7,995 | 减仓 |
| OKE | ONEOK INC NEW | $35.07万 | 0.04% | 3,880 | 14 | 0.4% | $1,265 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $35.06万 | 0.04% | 2,299 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $35.02万 | 0.04% | 8,654 | 644 | 8.0% | $2.61万 | 加仓 |
| APA | APA CORPORATION | $34.88万 | 0.04% | 8,219 | 39 | 0.5% | $1,655 | 加仓 |
| SO | SOUTHERN CO | $34.88万 | 0.04% | 3,613 | -232 | -6.0% | -$2.24万 | 减仓 |
| IT | GARTNER INC | $34.69万 | 0.04% | 2,191 | -21 | -0.9% | -$3,325 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $34.63万 | 0.04% | 9,416 | -100 | -1.1% | -$3,678 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $34.60万 | 0.04% | 2,523 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $33.99万 | 0.04% | 2,768 | 175 | 6.7% | $2.15万 | 加仓 |
| RKT | ROCKET COS INC | $33.93万 | 0.04% | 23,811 | 4,015 | 20.3% | $5.72万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $33.76万 | 0.04% | 4,032 | -623 | -13.4% | -$5.22万 | 减仓 |
| TER | TERADYNE INC | $33.68万 | 0.04% | 1,136 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $33.60万 | 0.04% | 9,654 | -1,455 | -13.1% | -$5.06万 | 减仓 |