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 |
|---|---|---|---|---|---|---|---|---|
| RVTY | REVVITY INC | $34.76万 | 0.03% | 3,124 | -170 | -5.2% | -$1.89万 | 减仓 |
| IJK | ISHARES TR | $34.73万 | 0.03% | 2,956 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $34.64万 | 0.03% | 2,207 | -316 | -12.5% | -$4.96万 | 减仓 |
| PSUS | PERSHING SQUARE USA LTD | $33.96万 | 0.03% | 9,085 | 9,085 | — | $33.96万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $33.77万 | 0.03% | 7,044 | -5,300 | -42.9% | -$25.41万 | 减仓 |
| SO | SOUTHERN CO | $33.57万 | 0.03% | 3,507 | -106 | -2.9% | -$1.01万 | 减仓 |
| OKE | ONEOK INC NEW | $33.55万 | 0.03% | 3,859 | -21 | -0.5% | -$1,826 | 减仓 |
| SSO | PROSHARES TR | $33.29万 | 0.03% | 4,941 | -207 | -4.0% | -$1.39万 | 减仓 |
| BLK | BLACKROCK INC | $33.08万 | 0.03% | 344 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $33.04万 | 0.03% | 80,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $32.47万 | 0.03% | 2,703 | 421 | 18.4% | $5.06万 | 加仓 |
| SDY | SPDR SERIES TRUST | $32.09万 | 0.03% | 2,109 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $31.97万 | 0.03% | 1,182 | 157 | 15.3% | $4.25万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $31.66万 | 0.03% | 6,507 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $31.42万 | 0.03% | 5,052 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $31.39万 | 0.03% | 4,171 | -531 | -11.3% | -$4.00万 | 减仓 |
| PDD | PDD HOLDINGS INC | $31.21万 | 0.03% | 4,092 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $31.18万 | 0.03% | 12,478 | 2,890 | 30.1% | $7.22万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $31.09万 | 0.03% | 11,889 | -80 | -0.7% | -$2,092 | 减仓 |
| ECL | ECOLAB INC | $31.04万 | 0.03% | 1,114 | 213 | 23.6% | $5.93万 | 加仓 |
| IGV | ISHARES TR | $30.69万 | 0.03% | 3,388 | 637 | 23.2% | $5.77万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $30.50万 | 0.03% | 14,834 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $30.45万 | 0.03% | 7,479 | -2,175 | -22.5% | -$8.85万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $30.33万 | 0.03% | 4,241 | -1,302 | -23.5% | -$9.31万 | 减仓 |
| NULG | NUSHARES ETF TR | $30.25万 | 0.03% | 2,584 | -280 | -9.8% | -$3.28万 | 重新持有 |
| EFA | ISHARES TR | $30.14万 | 0.03% | 2,901 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $29.72万 | 0.03% | 93 | 10 | 12.0% | $3.20万 | 加仓 |
| SLB | SLB LIMITED | $29.69万 | 0.03% | 6,387 | -10,126 | -61.3% | -$47.08万 | 减仓 |
| SUSL | ISHARES TR | $29.21万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $29.20万 | 0.03% | 19,948 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $29.08万 | 0.03% | 4,290 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $28.98万 | 0.03% | 12,463 | -260 | -2.0% | -$6,045 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $28.89万 | 0.03% | 5,760 | -149 | -2.5% | -$7,472 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $28.87万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $28.81万 | 0.03% | 20,759 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.72万 | 0.03% | 1,185 | -137 | -10.4% | -$3.32万 | 减仓 |
| KBE | SPDR SERIES TRUST | $28.59万 | 0.03% | 4,191 | -189 | -4.3% | -$1.29万 | 减仓 |
| ESGE | ISHARES INC | $28.18万 | 0.02% | 5,153 | 754 | 17.1% | $4.12万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $28.12万 | 0.02% | 1,004 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $28.01万 | 0.02% | 2,161 | -30 | -1.4% | -$3,889 | 减仓 |
| IGF | ISHARES TR | $27.99万 | 0.02% | 4,203 | -60 | -1.4% | -$3,996 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $27.64万 | 0.02% | 1,371 | -19 | -1.4% | -$3,831 | 减仓 |
| NUMG | NUSHARES ETF TR | $27.60万 | 0.02% | 5,877 | -879 | -13.0% | -$4.13万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $27.46万 | 0.02% | 820 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $27.41万 | 0.02% | 26,455 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $27.37万 | 0.02% | 1,632 | 48 | 3.0% | $8,051 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $27.37万 | 0.02% | 10,266 | -898 | -8.0% | -$2.39万 | 减仓 |
| IWF | ISHARES TR | $26.96万 | 0.02% | 2,171 | 1,716 | 377.1% | $21.31万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $26.91万 | 0.02% | 3,405 | -82 | -2.4% | -$6,481 | 减仓 |
| ESGU | ISHARES TR | $26.69万 | 0.02% | 1,631 | -10 | -0.6% | -$1,637 | 减仓 |
| AMLP | ALPS ETF TR | $26.45万 | 0.02% | 5,102 | -98 | -1.9% | -$5,081 | 减仓 |
| WY | WEYERHAEUSER CO | $26.39万 | 0.02% | 11,022 | -1,439 | -11.5% | -$3.45万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $26.11万 | 0.02% | 29,300 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $26.09万 | 0.02% | 3,848 | -32 | -0.8% | -$2,170 | 减仓 |
| MBB | ISHARES TR | $26.08万 | 0.02% | 2,759 | 2,759 | — | $26.08万 | 新建仓 |
| APA | APA CORPORATION | $25.99万 | 0.02% | 7,979 | -240 | -2.9% | -$7,817 | 减仓 |
| PRI | PRIMERICA INC | $25.92万 | 0.02% | 912 | -50 | -5.2% | -$1.42万 | 减仓 |
| HYGV | FLEXSHARES TR | $25.64万 | 0.02% | 6,369 | -388 | -5.7% | -$1.56万 | 减仓 |
| JD | JD.COM INC | $25.40万 | 0.02% | 9,969 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $24.90万 | 0.02% | 1,416 | 1,416 | — | $24.90万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.86万 | 0.02% | 2,131 | -409 | -16.1% | -$4.77万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $24.82万 | 0.02% | 541 | -64 | -10.6% | -$2.94万 | 减仓 |
| DLN | WISDOMTREE TR | $24.81万 | 0.02% | 2,576 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.80万 | 0.02% | 2,641 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $24.75万 | 0.02% | 11,730 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $24.74万 | 0.02% | 1,894 | -586 | -23.6% | -$7.65万 | 减仓 |
| IWP | ISHARES TR | $24.58万 | 0.02% | 1,679 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $24.34万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $24.10万 | 0.02% | 4,914 | -205 | -4.0% | -$1.01万 | 减仓 |
| DVY | ISHARES TR | $23.91万 | 0.02% | 1,530 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $23.86万 | 0.02% | 17,407 | -1,140 | -6.1% | -$1.56万 | 减仓 |
| ITB | ISHARES TR | $23.68万 | 0.02% | 2,266 | 116 | 5.4% | $1.21万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $23.67万 | 0.02% | 6,814 | -366 | -5.1% | -$1.27万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $23.65万 | 0.02% | 1,446 | -28 | -1.9% | -$4,580 | 减仓 |
| INTU | INTUIT | $23.64万 | 0.02% | 906 | -354 | -28.1% | -$9.24万 | 减仓 |
| HDB | HDFC BANK LTD | $23.62万 | 0.02% | 9,146 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $23.60万 | 0.02% | 2,841 | 156 | 5.8% | $1.30万 | 加仓 |
| ALV | AUTOLIV INC | $23.45万 | 0.02% | 2,019 | -1,430 | -41.5% | -$16.61万 | 减仓 |
| NULV | NUSHARES ETF TR | $23.43万 | 0.02% | 4,686 | -1,361 | -22.5% | -$6.80万 | 重新持有 |
| DG | DOLLAR GEN CORP | $23.41万 | 0.02% | 2,034 | -103 | -4.8% | -$1.19万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $23.29万 | 0.02% | 4,156 | -1,151 | -21.7% | -$6.45万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.87万 | 0.02% | 1,682 | 1,682 | — | $22.87万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $22.82万 | 0.02% | 8,954 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $22.82万 | 0.02% | 2,206 | 2,206 | — | $22.82万 | 新建仓 |
| SEIC | SEI INVTS CO | $22.64万 | 0.02% | 2,581 | -604 | -19.0% | -$5.30万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $22.59万 | 0.02% | 4,473 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.48万 | 0.02% | 6,610 | -75 | -1.1% | -$2,550 | 减仓 |
| NOVT | NOVANTA INC | $22.37万 | 0.02% | 1,379 | 1,379 | — | $22.37万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.37万 | 0.02% | 6,085 | 40 | 0.7% | $1,470 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $22.29万 | 0.02% | 38,369 | -50,694 | -56.9% | -$29.45万 | 减仓 |
| MKSI | MKS INC. | $22.28万 | 0.02% | 501 | 501 | — | $22.28万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $22.11万 | 0.02% | 1,828 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $22.06万 | 0.02% | 6,533 | 0 | 0.0% | — | 重新持有 |
| DHS | WISDOMTREE TR | $22.01万 | 0.02% | 1,936 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $21.89万 | 0.02% | 695 | 695 | — | $21.89万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $21.79万 | 0.02% | 1,333 | 1,333 | — | $21.79万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $21.79万 | 0.02% | 7,255 | 7,255 | — | $21.79万 | 新建仓 |
| CGNX | COGNEX CORP | $21.64万 | 0.02% | 2,988 | 2,988 | — | $21.64万 | 新建仓 |
| ROST | ROSS STORES INC | $21.47万 | 0.02% | 1,008 | -5 | -0.5% | -$1,065 | 减仓 |
| IDXX | IDEXX LABS INC | $21.46万 | 0.02% | 408 | -1 | -0.2% | -$526 | 减仓 |