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 |
|---|---|---|---|---|---|---|---|---|
| GSHD | GOOSEHEAD INS INC | $22.40万 | 0.02% | 5,251 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $22.35万 | 0.02% | 11,730 | 11,730 | — | $22.35万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $22.18万 | 0.02% | 8,954 | -38 | -0.4% | -$941 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $22.15万 | 0.02% | 7,180 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $22.03万 | 0.02% | 2,751 | 1,006 | 57.7% | $8.05万 | 重新持有 |
| RMD | RESMED INC | $22.02万 | 0.02% | 981 | -14 | -1.4% | -$3,142 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $22.01万 | 0.02% | 2,685 | 2,685 | — | $22.01万 | 新建仓 |
| ROST | ROSS STORES INC | $21.96万 | 0.02% | 1,013 | 1,013 | — | $21.96万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $21.95万 | 0.02% | 755 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $21.90万 | 0.02% | 22,028 | 22,028 | — | $21.90万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $21.79万 | 0.02% | 4,473 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $21.51万 | 0.02% | 1,679 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $21.40万 | 0.02% | 6,685 | -100 | -1.5% | -$3,201 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $21.27万 | 0.02% | 29,300 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $21.15万 | 0.02% | 8,300 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $21.14万 | 0.02% | 1,936 | 1,936 | — | $21.14万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $20.89万 | 0.02% | 1,286 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.86万 | 0.02% | 2,243 | 2,243 | — | $20.86万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.85万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $20.78万 | 0.02% | 3,880 | -1,421 | -26.8% | -$7.61万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $20.55万 | 0.02% | 820 | 820 | — | $20.55万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $20.52万 | 0.02% | 2,965 | 2,965 | — | $20.52万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $20.50万 | 0.02% | 1,371 | -10 | -0.7% | -$1,496 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.49万 | 0.02% | 2,220 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $20.43万 | 0.02% | 595 | 595 | — | $20.43万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $20.32万 | 0.02% | 6,673 | 440 | 7.1% | $1.34万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $20.18万 | 0.02% | 16,736 | 67 | 0.4% | $808 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $20.10万 | 0.02% | 22,280 | -2,750 | -11.0% | -$2.48万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.09万 | 0.02% | 3,202 | -3 | -0.1% | -$188 | 减仓 |
| VB | VANGUARD INDEX FDS | $20.07万 | 0.02% | 766 | -14 | -1.8% | -$3,668 | 减仓 |
| DLTR | DOLLAR TREE INC | $20.02万 | 0.02% | 1,828 | -3 | -0.2% | -$329 | 减仓 |
| ESGE | ISHARES INC | $20.00万 | 0.02% | 4,399 | -1,755 | -28.5% | -$7.98万 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $17.97万 | 0.02% | 40,028 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE FUND | $16.73万 | 0.02% | 14,333 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $15.87万 | 0.02% | 13,804 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $14.90万 | 0.02% | 15,100 | 0 | 0.0% | — | 不变 |
| VKQ | INVESCO MUNICIPAL TRUST | $14.66万 | 0.02% | 15,400 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA TR INC | $5.17万 | 0.01% | 13,149 | -267 | -2.0% | -$1,049 | 减仓 |
| — | BEYOND MEAT INC | $3.51万 | 0.00% | 50,000 | 50,000 | — | $3.51万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.72万 | 0.00% | 16,762 | 0 | 0.0% | — | 不变 |
| — | CROWN CRAFTS INC | $2.58万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AMTD DIGITAL INC | $1.95万 | 0.00% | 12,500 | 12,500 | — | $1.95万 | 新建仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | -38,319 | -100.0% | -$73.30万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$70.80万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -55,468 | -100.0% | -$60.46万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,586 | -100.0% | -$47.53万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -28,143 | -100.0% | -$42.95万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -9,767 | -100.0% | -$41.50万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUMG | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -25,774 | -100.0% | -$29.05万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BITWISE ETHEREUM ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | QORVO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUMV | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARI | APOLLO COML REAL EST FIN INC | $0 | 0.00% | 0 | -12,093 | -100.0% | -$11.71万 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$9.39万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$9.23万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$8.16万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$7.46万 | 清仓 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -13,244 | -100.0% | -$6.33万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$3.90万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$2.58万 | 清仓 |