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 |
|---|---|---|---|---|---|---|---|---|
| BMI | BADGER METER INC | $14.38万 | 0.01% | 969 | 969 | — | $14.38万 | 新建仓 |
| DOW | DOW HLDGS INC | $14.35万 | 0.01% | 5,246 | -163 | -3.0% | -$4,460 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $14.33万 | 0.01% | 5,541 | -1,132 | -17.0% | -$2.93万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $14.26万 | 0.01% | 471 | 471 | — | $14.26万 | 新建仓 |
| MDT | MEDTRONIC PLC | $14.23万 | 0.01% | 1,819 | 1,819 | — | $14.23万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $14.21万 | 0.01% | 5,486 | 5,486 | — | $14.21万 | 新建仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $14.14万 | 0.01% | 5,108 | 5,108 | — | $14.14万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $14.02万 | 0.01% | 1,595 | -16,775 | -91.3% | -$147.50万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $13.94万 | 0.01% | 4,360 | 4,360 | — | $13.94万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $13.91万 | 0.01% | 3,084 | 3,084 | — | $13.91万 | 新建仓 |
| HEWJ | ISHARES TR | $13.89万 | 0.01% | 2,153 | 2,153 | — | $13.89万 | 新建仓 |
| HRI | HERC HLDGS INC | $13.88万 | 0.01% | 968 | 968 | — | $13.88万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $13.83万 | 0.01% | 633 | 633 | — | $13.83万 | 新建仓 |
| GSK | GSK PLC | $13.76万 | 0.01% | 2,626 | 2,626 | — | $13.76万 | 新建仓 |
| — | PROSHARES TR | $13.64万 | 0.01% | 2,028 | 2,028 | — | $13.64万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $13.59万 | 0.01% | 3,566 | 3,566 | — | $13.59万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $13.49万 | 0.01% | 2,921 | 2,921 | — | $13.49万 | 新建仓 |
| EWY | ISHARES INC | $13.49万 | 0.01% | 668 | 668 | — | $13.49万 | 新建仓 |
| — | UNITED BANCORP INC OHIO | $13.45万 | 0.01% | 8,471 | 8,471 | — | $13.45万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $13.32万 | 0.01% | 1,861 | 1,861 | — | $13.32万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $13.04万 | 0.01% | 613 | 613 | — | $13.04万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $13.00万 | 0.01% | 724 | 724 | — | $13.00万 | 新建仓 |
| GUNR | FLEXSHARES TR | $12.97万 | 0.01% | 2,631 | 2,631 | — | $12.97万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $12.73万 | 0.01% | 1,892 | 1,892 | — | $12.73万 | 新建仓 |
| EFAV | ISHARES TR | $12.67万 | 0.01% | 1,444 | 1,444 | — | $12.67万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $12.65万 | 0.01% | 1,129 | 1,129 | — | $12.65万 | 新建仓 |
| IHF | ISHARES TR | $12.62万 | 0.01% | 2,280 | 2,280 | — | $12.62万 | 新建仓 |
| — | QORVO INC | $12.60万 | 0.01% | 1,351 | -1,505 | -52.7% | -$14.04万 | 重新持有 |
| ICHR | ICHOR HOLDINGS | $12.56万 | 0.01% | 1,119 | 1,119 | — | $12.56万 | 新建仓 |
| TSN | TYSON FOODS INC | $12.51万 | 0.01% | 2,185 | 2,185 | — | $12.51万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $12.49万 | 0.01% | 1,200 | 1,200 | — | $12.49万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $12.47万 | 0.01% | 8,226 | 8,226 | — | $12.47万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $12.31万 | 0.01% | 831 | 831 | — | $12.31万 | 新建仓 |
| ODD | ODDITY TECH LTD | $12.27万 | 0.01% | 8,111 | 0 | 0.0% | — | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $12.25万 | 0.01% | 1,913 | 1,913 | — | $12.25万 | 新建仓 |
| ENB | ENBRIDGE INC | $12.05万 | 0.01% | 2,223 | 2,223 | — | $12.05万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $12.02万 | 0.01% | 1,435 | 1,435 | — | $12.02万 | 新建仓 |
| IWM | ISHARES TR 看涨期权 | $12.02万 | 0.01% | 400 | 400 | — | $12.02万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $12.02万 | 0.01% | 1,369 | 1,369 | — | $12.02万 | 新建仓 |
| DCI | DONALDSON INC | $11.96万 | 0.01% | 1,333 | 1,333 | — | $11.96万 | 新建仓 |
| GIS | GENERAL MILLS INC | $11.90万 | 0.01% | 3,420 | -1,858 | -35.2% | -$6.47万 | 重新持有 |
| O | REALTY INCOME CORP | $11.83万 | 0.01% | 1,910 | 1,910 | — | $11.83万 | 新建仓 |
| LAZ | LAZARD INC | $11.78万 | 0.01% | 2,808 | 2,808 | — | $11.78万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $11.76万 | 0.01% | 3,971 | 3,971 | — | $11.76万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $11.76万 | 0.01% | 2,086 | 2,086 | — | $11.76万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $11.71万 | 0.01% | 6,124 | 6,124 | — | $11.71万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $11.65万 | 0.01% | 480 | 480 | — | $11.65万 | 新建仓 |
| DOV | DOVER CORP | $11.57万 | 0.01% | 516 | 516 | — | $11.57万 | 新建仓 |
| GWW | WW GRAINGER INC | $11.56万 | 0.01% | 85 | 85 | — | $11.56万 | 新建仓 |
| VMC | VULCAN MATLS CO | $11.53万 | 0.01% | 391 | 391 | — | $11.53万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $11.53万 | 0.01% | 1,809 | 1,809 | — | $11.53万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $11.52万 | 0.01% | 691 | 691 | — | $11.52万 | 新建仓 |
| EFX | EQUIFAX INC | $11.49万 | 0.01% | 724 | 724 | — | $11.49万 | 新建仓 |
| PI | IMPINJ INC | $11.46万 | 0.01% | 800 | 800 | — | $11.46万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $11.28万 | 0.01% | 1,164 | 1,164 | — | $11.28万 | 新建仓 |
| IYR | ISHARES TR | $11.26万 | 0.01% | 1,101 | 1,101 | — | $11.26万 | 新建仓 |
| STT | STATE STR CORP | $11.20万 | 0.01% | 660 | 660 | — | $11.20万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $11.19万 | 0.01% | 984 | 984 | — | $11.19万 | 新建仓 |
| PPG | PPG INDS INC | $11.00万 | 0.01% | 907 | 907 | — | $11.00万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $10.96万 | 0.01% | 470 | 470 | — | $10.96万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $10.71万 | 0.01% | 18,530 | 18,530 | — | $10.71万 | 新建仓 |
| EEMV | ISHARES INC | $10.66万 | 0.01% | 1,416 | 1,416 | — | $10.66万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $10.64万 | 0.01% | 555 | 555 | — | $10.64万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $10.63万 | 0.01% | 5,050 | 5,050 | — | $10.63万 | 新建仓 |
| NVT | NVENT ELEC PLC | $10.60万 | 0.01% | 625 | 625 | — | $10.60万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $10.59万 | 0.01% | 2,119 | 2,119 | — | $10.59万 | 新建仓 |
| FTV | FORTIVE CORP | $10.58万 | 0.01% | 1,733 | 1,733 | — | $10.58万 | 新建仓 |
| MUNI | PIMCO ETF TR | $10.52万 | 0.01% | 2,000 | 2,000 | — | $10.52万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $10.51万 | 0.01% | 6,294 | 6,294 | — | $10.51万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $10.49万 | 0.01% | 7,215 | 7,215 | — | $10.49万 | 新建仓 |
| DSI | ISHARES TR | $10.47万 | 0.01% | 735 | 735 | — | $10.47万 | 新建仓 |
| SCZ | ISHARES TR | $10.38万 | 0.01% | 1,262 | 1,262 | — | $10.38万 | 新建仓 |
| EWP | ISHARES INC | $10.36万 | 0.01% | 1,745 | 1,745 | — | $10.36万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $10.31万 | 0.01% | 412 | 412 | — | $10.31万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $10.31万 | 0.01% | 271 | 271 | — | $10.31万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $10.29万 | 0.01% | 2,517 | 2,517 | — | $10.29万 | 新建仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $10.28万 | 0.01% | 3,329 | 3,329 | — | $10.28万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $10.17万 | 0.01% | 2,312 | 2,312 | — | $10.17万 | 新建仓 |
| ZTS | ZOETIS INC | $10.15万 | 0.01% | 1,413 | 1,413 | — | $10.15万 | 新建仓 |
| HYD | VANECK ETF TRUST | $10.14万 | 0.01% | 1,969 | 1,969 | — | $10.14万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $10.08万 | 0.01% | 1,100 | 1,100 | — | $10.08万 | 新建仓 |
| PLD | PROLOGIS INC. | $9.97万 | 0.01% | 736 | 736 | — | $9.97万 | 新建仓 |
| — | ETFIS SER TR I | $9.96万 | 0.01% | 1,890 | 1,890 | — | $9.96万 | 新建仓 |
| AGG | ISHARES TR | $9.90万 | 0.01% | 1,000 | 1,000 | — | $9.90万 | 新建仓 |
| DWM | WISDOMTREE TR | $9.88万 | 0.01% | 1,350 | 1,350 | — | $9.88万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $9.86万 | 0.01% | 900 | 900 | — | $9.86万 | 新建仓 |
| — | ADVISORSHARES TR | $9.85万 | 0.01% | 1,200 | 1,200 | — | $9.85万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $9.65万 | 0.01% | 573 | 573 | — | $9.65万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $9.53万 | 0.01% | 461 | 461 | — | $9.53万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $9.50万 | 0.01% | 1,892 | 1,892 | — | $9.50万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $9.50万 | 0.01% | 2,029 | 2,029 | — | $9.50万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $9.49万 | 0.01% | 948 | 948 | — | $9.49万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $9.46万 | 0.01% | 1,688 | 1,688 | — | $9.46万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $9.44万 | 0.01% | 9,863 | 9,863 | — | $9.44万 | 新建仓 |
| WAT | WATERS CORP | $9.41万 | 0.01% | 251 | 251 | — | $9.41万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $9.35万 | 0.01% | 1,200 | 1,200 | — | $9.35万 | 新建仓 |
| BAX | BAXTER INTL INC | $9.29万 | 0.01% | 4,356 | 4,356 | — | $9.29万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $9.27万 | 0.01% | 3,086 | 3,086 | — | $9.27万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $9.27万 | 0.01% | 108 | 108 | — | $9.27万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $9.14万 | 0.01% | 385 | 385 | — | $9.14万 | 新建仓 |