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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $9.09万 | 0.01% | 1,417 | 1,417 | — | $9.09万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $9.07万 | 0.01% | 820 | 820 | — | $9.07万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $9.00万 | 0.01% | 820 | 820 | — | $9.00万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $8.99万 | 0.01% | 2,278 | 2,278 | — | $8.99万 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC | $8.96万 | 0.01% | 2,758 | 2,758 | — | $8.96万 | 新建仓 |
| IVES | WEDBUSH SER TR | $8.96万 | 0.01% | 2,352 | -6,351 | -73.0% | -$24.20万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $8.95万 | 0.01% | 1,368 | 1,368 | — | $8.95万 | 新建仓 |
| ORI | OLD REP INTL CORP | $8.95万 | 0.01% | 2,187 | 2,187 | — | $8.95万 | 新建仓 |
| IJH | ISHARES TR | $8.91万 | 0.01% | 1,156 | 1,156 | — | $8.91万 | 新建仓 |
| L | LOEWS CORP | $8.91万 | 0.01% | 787 | 787 | — | $8.91万 | 新建仓 |
| NTR | NUTRIEN LTD | $8.91万 | 0.01% | 1,415 | 1,415 | — | $8.91万 | 新建仓 |
| ITT | ITT INC | $8.91万 | 0.01% | 450 | 450 | — | $8.91万 | 新建仓 |
| IJS | ISHARES TR | $8.90万 | 0.01% | 651 | 651 | — | $8.90万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $8.88万 | 0.01% | 2,513 | 2,513 | — | $8.88万 | 新建仓 |
| XYL | XYLEM INC | $8.88万 | 0.01% | 751 | 751 | — | $8.88万 | 新建仓 |
| XPO | XPO INC | $8.84万 | 0.01% | 431 | 431 | — | $8.84万 | 新建仓 |
| QLYS | QUALYS INC | $8.81万 | 0.01% | 641 | 641 | — | $8.81万 | 新建仓 |
| SMDV | PROSHARES TR | $8.74万 | 0.01% | 1,135 | 1,135 | — | $8.74万 | 新建仓 |
| IXN | ISHARES TR | $8.74万 | 0.01% | 605 | 605 | — | $8.74万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $8.67万 | 0.01% | 1,051 | 1,051 | — | $8.67万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $8.65万 | 0.01% | 1,067 | 1,067 | — | $8.65万 | 新建仓 |
| PINS | PINTEREST INC | $8.63万 | 0.01% | 4,106 | 4,106 | — | $8.63万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $8.60万 | 0.01% | 4,802 | 4,802 | — | $8.60万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $8.60万 | 0.01% | 1,297 | 1,297 | — | $8.60万 | 新建仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $8.58万 | 0.01% | 4,647 | 4,647 | — | $8.58万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $8.53万 | 0.01% | 483 | 483 | — | $8.53万 | 新建仓 |
| UL | UNILEVER PLC | $8.52万 | 0.01% | 1,417 | 1,417 | — | $8.52万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $8.49万 | 0.01% | 742 | 742 | — | $8.49万 | 新建仓 |
| — | COHEN & STEERS TOTAL RETURN | $8.47万 | 0.01% | 7,485 | 7,485 | — | $8.47万 | 新建仓 |
| SONY | SONY GROUP CORP | $8.45万 | 0.01% | 4,212 | 4,212 | — | $8.45万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.43万 | 0.01% | 1,039 | 1,039 | — | $8.43万 | 新建仓 |
| TLT | ISHARES TR | $8.43万 | 0.01% | 976 | 976 | — | $8.43万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $8.42万 | 0.01% | 370 | 370 | — | $8.42万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8.35万 | 0.01% | 1,652 | 1,652 | — | $8.35万 | 新建仓 |
| — | ADVISORSHARES TR | $8.35万 | 0.01% | 1,224 | 1,224 | — | $8.35万 | 新建仓 |
| EFAX | SPDR INDEX SHS FDS | $8.30万 | 0.01% | 1,533 | 1,533 | — | $8.30万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8.26万 | 0.01% | 1,400 | 1,400 | — | $8.26万 | 新建仓 |
| VLTO | VERALTO CORP | $8.25万 | 0.01% | 930 | 930 | — | $8.25万 | 新建仓 |
| ETSY | ETSY INC | $8.22万 | 0.01% | 1,091 | 1,091 | — | $8.22万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $8.20万 | 0.01% | 947 | 947 | — | $8.20万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $8.20万 | 0.01% | 2,355 | 2,355 | — | $8.20万 | 新建仓 |
| UNM | UNUM GROUP | $8.17万 | 0.01% | 914 | 914 | — | $8.17万 | 新建仓 |
| MUR | MURPHY OIL CORP | $8.15万 | 0.01% | 2,504 | 2,504 | — | $8.15万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $8.14万 | 0.01% | 4,153 | 4,153 | — | $8.14万 | 新建仓 |
| WTV | WISDOMTREE TR | $8.14万 | 0.01% | 800 | 800 | — | $8.14万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $8.11万 | 0.01% | 1,377 | 1,377 | — | $8.11万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $8.10万 | 0.01% | 6,903 | 6,903 | — | $8.10万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $8.10万 | 0.01% | 588 | 588 | — | $8.10万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $8.08万 | 0.01% | 2,522 | 2,522 | — | $8.08万 | 新建仓 |
| IR | INGERSOLL RAND INC | $8.08万 | 0.01% | 985 | 985 | — | $8.08万 | 新建仓 |
| AIZ | ASSURANT INC | $8.06万 | 0.01% | 300 | 300 | — | $8.06万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $7.95万 | 0.01% | 305 | 305 | — | $7.95万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $7.94万 | 0.01% | 509 | 509 | — | $7.94万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $7.91万 | 0.01% | 601 | 601 | — | $7.91万 | 新建仓 |
| SYY | SYSCO CORP | $7.90万 | 0.01% | 945 | -2,474 | -72.4% | -$20.69万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7.84万 | 0.01% | 973 | 973 | — | $7.84万 | 新建仓 |
| SDOG | ALPS ETF TR | $7.80万 | 0.01% | 1,143 | 1,143 | — | $7.80万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $7.73万 | 0.01% | 1,068 | 1,068 | — | $7.73万 | 新建仓 |
| HL | HECLA MINING COMPANY | $7.71万 | 0.01% | 5,000 | 5,000 | — | $7.71万 | 新建仓 |
| TPR | TAPESTRY INC | $7.71万 | 0.01% | 527 | 527 | — | $7.71万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $7.70万 | 0.01% | 855 | 855 | — | $7.70万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $7.68万 | 0.01% | 525 | 525 | — | $7.68万 | 新建仓 |
| — | SPDR SERIES TRUST | $7.66万 | 0.01% | 682 | 682 | — | $7.66万 | 新建仓 |
| CLS | CELESTICA INC | $7.66万 | 0.01% | 210 | 210 | — | $7.66万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $7.64万 | 0.01% | 505 | 505 | — | $7.64万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $7.51万 | 0.01% | 4,055 | 4,055 | — | $7.51万 | 新建仓 |
| AGGY | WISDOMTREE TR | $7.48万 | 0.01% | 1,721 | -3,469 | -66.8% | -$15.08万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $7.47万 | 0.01% | 7,500 | 7,500 | — | $7.47万 | 新建仓 |
| MLPX | GLOBAL X FDS | $7.37万 | 0.01% | 1,000 | 1,000 | — | $7.37万 | 新建仓 |
| KR | KROGER CO | $7.34万 | 0.01% | 1,322 | 1,322 | — | $7.34万 | 新建仓 |
| FUND | SPROTT FOCUS TR INC | $7.32万 | 0.01% | 7,723 | 7,723 | — | $7.32万 | 新建仓 |
| MCHI | ISHARES TR | $7.28万 | 0.01% | 1,428 | 1,428 | — | $7.28万 | 新建仓 |
| AA | ALCOA CORP | $7.25万 | 0.01% | 1,391 | 1,391 | — | $7.25万 | 新建仓 |
| NDAQ | NASDAQ INC | $7.25万 | 0.01% | 920 | 920 | — | $7.25万 | 新建仓 |
| RONB | BARON ETF TR | $7.23万 | 0.01% | 2,965 | 2,965 | — | $7.23万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $7.23万 | 0.01% | 1,200 | 1,200 | — | $7.23万 | 新建仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $7.12万 | 0.01% | 2,670 | 2,670 | — | $7.12万 | 新建仓 |
| TXT | TEXTRON INC | $7.12万 | 0.01% | 776 | 776 | — | $7.12万 | 新建仓 |
| INDY | ISHARES TR | $7.09万 | 0.01% | 1,631 | 1,631 | — | $7.09万 | 新建仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $7.08万 | 0.01% | 3,007 | 3,007 | — | $7.08万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $7.07万 | 0.01% | 734 | 734 | — | $7.07万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $7.07万 | 0.01% | 287 | 287 | — | $7.07万 | 新建仓 |
| RY | ROYAL BK CDA | $7.06万 | 0.01% | 341 | 341 | — | $7.06万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $7.05万 | 0.01% | 428 | -2,072 | -82.9% | -$34.14万 | 重新持有 |
| BIIB | BIOGEN INC | $7.05万 | 0.01% | 326 | 326 | — | $7.05万 | 新建仓 |
| EXC | EXELON CORP | $7.04万 | 0.01% | 1,510 | 1,510 | — | $7.04万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $7.02万 | 0.01% | 3,916 | 3,916 | — | $7.02万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $7.01万 | 0.01% | 859 | -38,851 | -97.8% | -$316.83万 | 减仓 |
| ADSK | AUTODESK INC | $7.00万 | 0.01% | 360 | -4,258 | -92.2% | -$82.78万 | 减仓 |
| DGRO | ISHARES TR | $6.95万 | 0.01% | 917 | 917 | — | $6.95万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $6.95万 | 0.01% | 865 | 865 | — | $6.95万 | 新建仓 |
| DOX | AMDOCS LTD | $6.86万 | 0.01% | 1,357 | 1,357 | — | $6.86万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $6.83万 | 0.01% | 641 | -1,625 | -71.7% | -$17.32万 | 重新持有 |
| VTC | VANGUARD SCOTTSDALE FDS | $6.82万 | 0.01% | 888 | 888 | — | $6.82万 | 新建仓 |
| BBY | BEST BUY INC | $6.79万 | 0.01% | 894 | 894 | — | $6.79万 | 新建仓 |
| VVV | VALVOLINE INC | $6.78万 | 0.01% | 1,715 | 1,715 | — | $6.78万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6.72万 | 0.01% | 3,907 | 3,907 | — | $6.72万 | 新建仓 |
| MTB | M & T BK CORP | $6.72万 | 0.01% | 282 | 282 | — | $6.72万 | 新建仓 |
| GRMN | GARMIN LTD | $6.72万 | 0.01% | 283 | 283 | — | $6.72万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $6.70万 | 0.01% | 644 | 644 | — | $6.70万 | 新建仓 |