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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.48亿 | 13.06% | 739,474 | -1,864 | -0.3% | -$37.30万 | 减仓 |
| AAPL | APPLE INC | $3,314.38万 | 2.93% | 114,542 | -4,833 | -4.0% | -$139.85万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,136.01万 | 2.77% | 72,370 | -15 | -0.0% | -$6,500 | 减仓 |
| AMZN | AMAZON COM INC | $2,077.55万 | 1.83% | 87,168 | 970 | 1.1% | $23.12万 | 加仓 |
| GOOGL | ALPHABET INC | $1,982.67万 | 1.75% | 55,480 | -1,111 | -2.0% | -$39.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,963.89万 | 1.73% | 52,648 | 3,670 | 7.5% | $136.90万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,587.69万 | 1.40% | 27,331 | -957 | -3.4% | -$55.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,505.36万 | 1.33% | 20,442 | -19,431 | -48.7% | -$1,430.91万 | 减仓 |
| META | META PLATFORMS INC | $1,423.90万 | 1.26% | 25,278 | 5,452 | 27.5% | $307.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,362.10万 | 1.20% | 18,840 | -174 | -0.9% | -$12.58万 | 减仓 |
| TSLA | TESLA INC | $1,286.11万 | 1.14% | 30,578 | 2,700 | 9.7% | $113.56万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,139.39万 | 1.01% | 17,372 | -246 | -1.4% | -$16.13万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $1,112.19万 | 0.98% | 19,839 | -612 | -3.0% | -$34.31万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $997.43万 | 0.88% | 171,380 | 81,618 | 90.9% | $475.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $962.01万 | 0.85% | 9,512 | -60 | -0.6% | -$6.07万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $938.56万 | 0.83% | 32,625 | -1,017 | -3.0% | -$29.26万 | 减仓 |
| AVGO | BROADCOM INC | $859.21万 | 0.76% | 22,745 | 14 | 0.1% | $5,289 | 加仓 |
| TXN | TEXAS INSTRS INC | $854.59万 | 0.75% | 28,671 | -826 | -2.8% | -$24.62万 | 减仓 |
| URI | UNITED RENTALS INC | $850.64万 | 0.75% | 7,509 | -663 | -8.1% | -$75.11万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $837.17万 | 0.74% | 42,835 | -528 | -1.2% | -$10.32万 | 减仓 |
| FTNT | FORTINET INC | $834.86万 | 0.74% | 54,346 | -64 | -0.1% | -$9,832 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $810.87万 | 0.72% | 42,561 | -412 | -1.0% | -$7.85万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $810.43万 | 0.72% | 43,753 | 1,671 | 4.0% | $30.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $803.44万 | 0.71% | 8,589 | 17 | 0.2% | $1.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $800.98万 | 0.71% | 6,939 | -46 | -0.7% | -$5.31万 | 减仓 |
| EDV | VANGUARD WORLD FD | $797.80万 | 0.70% | 122,588 | 79,101 | 181.9% | $514.79万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $796.64万 | 0.70% | 46,822 | 291 | 0.6% | $4.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $792.81万 | 0.70% | 234,282 | 7,109 | 3.1% | $24.06万 | 加仓 |
| CAIE | CALAMOS ETF TR | $771.90万 | 0.68% | 283,681 | 42,308 | 17.5% | $115.12万 | 加仓 |
| SBUX | STARBUCKS CORP | $765.39万 | 0.68% | 74,899 | -95 | -0.1% | -$9,708 | 减仓 |
| VUG | VANGUARD INDEX FDS | $738.92万 | 0.65% | 85,781 | -3,373 | -3.8% | -$29.06万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $720.84万 | 0.64% | 16,707 | -428 | -2.5% | -$18.47万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $712.31万 | 0.63% | 19,478 | -467 | -2.3% | -$17.08万 | 减仓 |
| KLAC | KLA CORP | $700.87万 | 0.62% | 23,230 | 150 | 0.6% | $4.53万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $685.60万 | 0.61% | 127,887 | 1,865 | 1.5% | $10.00万 | 加仓 |
| LLY | ELI LILLY & CO | $680.01万 | 0.60% | 5,669 | -85 | -1.5% | -$10.20万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $648.91万 | 0.57% | 42,767 | -2 | -0.0% | -$303 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $605.04万 | 0.53% | 20,311 | 110 | 0.5% | $3.28万 | 加仓 |
| GLD | SPDR GOLD TR | $595.42万 | 0.53% | 16,163 | 10,729 | 197.4% | $395.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $564.02万 | 0.50% | 23,212 | -534 | -2.2% | -$12.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $512.66万 | 0.45% | 15,662 | -41 | -0.3% | -$1.34万 | 减仓 |
| GOOG | ALPHABET INC | $500.69万 | 0.44% | 14,171 | -2,175 | -13.3% | -$76.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $484.52万 | 0.43% | 9,434 | -34 | -0.4% | -$1.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $481.19万 | 0.42% | 9,616 | -111 | -1.1% | -$5.55万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $471.02万 | 0.42% | 23,837 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $470.07万 | 0.41% | 27,904 | -1,926 | -6.5% | -$32.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $463.00万 | 0.41% | 13,577 | -19 | -0.1% | -$6,479 | 减仓 |
| ABBV | ABBVIE INC | $462.88万 | 0.41% | 18,395 | -69 | -0.4% | -$1.74万 | 减仓 |
| BAC | BANK OF AMER CORP | $445.46万 | 0.39% | 78,179 | -349 | -0.4% | -$1.99万 | 减仓 |
| V | VISA INC | $439.26万 | 0.39% | 12,803 | -374 | -2.8% | -$12.83万 | 减仓 |
| DIS | DISNEY WALT CO | $433.06万 | 0.38% | 44,993 | -954 | -2.1% | -$9.18万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $423.82万 | 0.37% | 108,643 | -60 | -0.1% | -$2,341 | 减仓 |
| AMGN | AMGEN INC | $423.07万 | 0.37% | 11,683 | -8 | -0.1% | -$2,897 | 减仓 |
| BA | BOEING CO | $413.51万 | 0.37% | 19,103 | -971 | -4.8% | -$21.02万 | 减仓 |
| CAT | CATERPILLAR INC | $408.74万 | 0.36% | 3,838 | -602 | -13.6% | -$64.11万 | 减仓 |
| IWC | ISHARES TR | $401.05万 | 0.35% | 20,048 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $399.24万 | 0.35% | 9,363 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $368.51万 | 0.33% | 51,612 | 7,093 | 15.9% | $50.64万 | 加仓 |
| IWM | ISHARES TR | $367.32万 | 0.32% | 12,226 | -3,229 | -20.9% | -$97.01万 | 减仓 |
| ADBE | ADOBE INC | $355.94万 | 0.31% | 17,361 | -176 | -1.0% | -$3.61万 | 减仓 |
| GE | GE AEROSPACE | $355.66万 | 0.31% | 9,517 | -818 | -7.9% | -$30.57万 | 减仓 |
| EEM | ISHARES TR | $353.31万 | 0.31% | 51,646 | -182 | -0.4% | -$1.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $349.75万 | 0.31% | 58,595 | -9,113 | -13.5% | -$54.40万 | 减仓 |
| IMMX | IMMIX BIOPHARMA INC | $348.02万 | 0.31% | 337,552 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $343.17万 | 0.30% | 25,896 | -311 | -1.2% | -$4.12万 | 减仓 |
| MS | MORGAN STANLEY | $342.77万 | 0.30% | 16,397 | -273 | -1.6% | -$5.71万 | 减仓 |
| FDX | FEDEX CORP | $335.95万 | 0.30% | 10,729 | -295 | -2.7% | -$9.24万 | 减仓 |
| CSX | CSX CORP | $329.30万 | 0.29% | 69,282 | -114 | -0.2% | -$5,418 | 减仓 |
| IEV | ISHARES TR | $326.70万 | 0.29% | 44,846 | -32 | -0.1% | -$2,331 | 减仓 |
| NTES | NETEASE COM INC | $324.07万 | 0.29% | 25,290 | -80 | -0.3% | -$1.03万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $321.19万 | 0.28% | 59,446 | 1 | 0.0% | $54 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $318.79万 | 0.28% | 9,425 | -8 | -0.1% | -$2,706 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $314.93万 | 0.28% | 4,217 | -2,239 | -34.7% | -$167.21万 | 减仓 |
| ETN | EATON CORP PLC | $312.40万 | 0.28% | 7,331 | 46 | 0.6% | $1.96万 | 加仓 |
| NET | CLOUDFLARE INC | $304.69万 | 0.27% | 12,422 | 299 | 2.5% | $7.33万 | 加仓 |
| MPC | MARATHON PETE CORP | $292.86万 | 0.26% | 11,455 | -138 | -1.2% | -$3.53万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $292.17万 | 0.26% | 56,975 | 2 | 0.0% | $103 | 加仓 |
| SHV | ISHARES TR | $290.85万 | 0.26% | 26,357 | -3,268 | -11.0% | -$36.06万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $285.13万 | 0.25% | 53,687 | -777 | -1.4% | -$4.13万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $282.98万 | 0.25% | 46,216 | -66 | -0.1% | -$4,041 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $274.50万 | 0.24% | 115,773 | 81,503 | 237.8% | $193.24万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $270.00万 | 0.24% | 8,815 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $268.43万 | 0.24% | 22,459 | -15,981 | -41.6% | -$191.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $266.55万 | 0.24% | 10,495 | -13 | -0.1% | -$3,302 | 减仓 |
| RTX | RTX CORPORATION | $262.17万 | 0.23% | 13,818 | -72 | -0.5% | -$1.37万 | 减仓 |
| CRM | SALESFORCE INC | $255.80万 | 0.23% | 16,328 | -533 | -3.2% | -$8.35万 | 减仓 |
| GM | GENERAL MTRS CO | $252.93万 | 0.22% | 32,814 | -8,160 | -19.9% | -$62.90万 | 减仓 |
| GLW | CORNING INC | $251.83万 | 0.22% | 9,859 | -62 | -0.6% | -$1.58万 | 减仓 |
| GEV | GE VERNOVA INC | $245.32万 | 0.22% | 2,088 | -167 | -7.4% | -$19.62万 | 减仓 |
| NOW | SERVICENOW INC | $245.03万 | 0.22% | 24,680 | 1,058 | 4.5% | $10.50万 | 加仓 |
| XHB | SPDR SERIES TRUST | $239.12万 | 0.21% | 20,692 | 890 | 4.5% | $10.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $238.96万 | 0.21% | 8,888 | -7 | -0.1% | -$1,882 | 减仓 |
| DE | DEERE & CO | $238.25万 | 0.21% | 3,756 | -1,052 | -21.9% | -$66.73万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $235.98万 | 0.21% | 15,758 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $234.23万 | 0.21% | 122,571 | 2 | 0.0% | $38 | 加仓 |
| SHOP | SHOPIFY INC | $233.34万 | 0.21% | 20,436 | 6,451 | 46.1% | $73.66万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $231.75万 | 0.20% | 69,615 | 63,001 | 952.5% | $209.73万 | 重新持有 |
| RYLD | GLOBAL X FDS | $229.97万 | 0.20% | 143,819 | -1,249 | -0.9% | -$2.00万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $228.05万 | 0.20% | 21,451 | -123 | -0.6% | -$1.31万 | 减仓 |
| IJR | ISHARES TR | $227.51万 | 0.20% | 15,340 | 1,474 | 10.6% | $21.86万 | 加仓 |