Integrated Wealth Concepts LLC
WALTHAM MA · SEC CIK 0001737109
$205.16亿2026Q2 申报市值
5,891持仓数
17.4%前十大占比 · 第一大 3.4%
3595 / 36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
BKLC 加仓+$2.85亿
ACIO 加仓+$1.59亿
DRSK 加仓+$1.21亿
DIMENSIONAL ETF 加仓+$1.06亿
QQQM 加仓+$1.02亿
2026Q2 卖出最多 按季末市值估算
BSV 减仓-$2,872.11万
EXXON MOBIL CORP 减仓-$1,440.62万
ANGL 减仓-$1,255.72万
VIG 减仓-$952.00万
MGK 减仓-$818.14万
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 |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON ETF TRUST | $6.99亿 | 3.41% | 4,874,815 | 1,985,069 | 68.7% | $2.85亿 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $5.21亿 | 2.54% | 11,296,079 | 3,437,498 | 43.7% | $1.59亿 | 加仓 |
| AAPL | APPLE INC | $3.93亿 | 1.92% | 1,359,394 | 345,498 | 34.1% | $9,997.63万 | 加仓 |
| IVV | ISHARES TR | $3.40亿 | 1.66% | 453,702 | 96,085 | 26.9% | $7,196.22万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $3.34亿 | 1.63% | 11,609,060 | 4,214,625 | 57.0% | $1.21亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.19亿 | 1.56% | 1,596,301 | 364,062 | 29.5% | $7,284.92万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2.80亿 | 1.37% | 3,592,169 | 1,276,418 | 55.1% | $9,966.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.46亿 | 1.20% | 5,536,589 | 2,394,353 | 76.2% | $1.06亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.25亿 | 1.09% | 2,555,063 | 1,103,145 | 76.0% | $9,694.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.23亿 | 1.09% | 324,208 | 132,977 | 69.5% | $9,133.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.11亿 | 1.03% | 282,705 | 53,800 | 23.5% | $4,018.01万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $2.10亿 | 1.02% | 7,640,540 | 3,119,134 | 69.0% | $8,572.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2.10亿 | 1.02% | 1,468,379 | 42,272 | 3.0% | $604.17万 | 加仓 |
| QUAL | ISHARES TR | $2.01亿 | 0.98% | 916,823 | 131,773 | 16.8% | $2,891.59万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.98亿 | 0.97% | 653,757 | 336,181 | 105.9% | $1.02亿 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.90亿 | 0.93% | 2,799,276 | 1,034,070 | 58.6% | $7,032.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.88亿 | 0.92% | 504,593 | 143,797 | 39.9% | $5,364.79万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.86亿 | 0.91% | 1,565,016 | 491,733 | 45.8% | $5,851.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.82亿 | 0.89% | 246,596 | 50,182 | 25.5% | $3,695.91万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $1.76亿 | 0.86% | 4,229,650 | 1,673,681 | 65.5% | $6,970.04万 | 加仓 |
| AMZN | AMAZON COM INC | $1.75亿 | 0.86% | 736,084 | 209,513 | 39.8% | $4,993.56万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1.72亿 | 0.84% | 1,817,402 | 617,842 | 51.5% | $5,833.74万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $1.54亿 | 0.75% | 3,638,836 | 1,327,498 | 57.4% | $5,600.75万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.30亿 | 0.63% | 2,571,318 | 1,297,654 | 101.9% | $6,563.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.30亿 | 0.63% | 4,400,316 | 912,590 | 26.2% | $2,685.75万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.27亿 | 0.62% | 665,634 | 169,050 | 34.0% | $3,220.83万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.24亿 | 0.60% | 2,036,379 | 553,491 | 37.3% | $3,364.68万 | 加仓 |
| IUSB | ISHARES TR | $1.11亿 | 0.54% | 2,402,351 | 1,094,535 | 83.7% | $5,051.28万 | 加仓 |
| IEMG | ISHARES INC | $1.02亿 | 0.50% | 1,229,929 | 123,724 | 11.2% | $1,024.93万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9,966.18万 | 0.49% | 2,022,356 | 572,873 | 39.5% | $2,823.12万 | 加仓 |
| GOOGL | ALPHABET INC | $9,914.83万 | 0.48% | 277,402 | 50,137 | 22.1% | $1,791.98万 | 加仓 |
| GOOG | ALPHABET INC | $9,831.08万 | 0.48% | 278,227 | 67,179 | 31.8% | $2,373.75万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $9,787.03万 | 0.48% | 972,871 | 426,688 | 78.1% | $4,292.46万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $9,670.21万 | 0.47% | 2,125,784 | 884,907 | 71.3% | $4,025.45万 | 加仓 |
| AVGO | BROADCOM INC | $9,461.05万 | 0.46% | 250,416 | 121,022 | 93.5% | $4,572.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,423.27万 | 0.46% | 287,857 | 90,297 | 45.7% | $2,955.96万 | 加仓 |
| EMXC | ISHARES INC | $9,236.07万 | 0.45% | 902,781 | 335,399 | 59.1% | $3,431.36万 | 加仓 |
| SSUS | STRATEGY SHS | $8,911.20万 | 0.43% | 1,611,134 | 726,983 | 82.2% | $4,020.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,876.80万 | 0.43% | 239,881 | 54,215 | 29.2% | $2,006.23万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8,681.63万 | 0.42% | 1,722,880 | 541,883 | 45.9% | $2,730.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8,652.85万 | 0.42% | 1,449,594 | 464,270 | 47.1% | $2,771.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $8,526.70万 | 0.42% | 1,629,099 | 271,488 | 20.0% | $1,420.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $8,424.96万 | 0.41% | 277,940 | 165,940 | 148.2% | $5,030.00万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $8,366.48万 | 0.41% | 621,025 | 59,908 | 10.7% | $807.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8,172.91万 | 0.40% | 1,014,387 | 619,731 | 157.0% | $4,993.17万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $8,144.06万 | 0.40% | 3,073,174 | 1,317,689 | 75.1% | $3,491.94万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $7,773.09万 | 0.38% | 958,929 | 103,476 | 12.1% | $838.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $7,656.47万 | 0.37% | 2,262,543 | 634,489 | 39.0% | $2,147.12万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7,634.87万 | 0.37% | 1,387,899 | 628,852 | 82.8% | $3,459.33万 | 加仓 |
| SOXX | ISHARES TR | $7,589.90万 | 0.37% | 118,447 | 5,950 | 5.3% | $381.27万 | 加仓 |
| TSLA | TESLA INC | $7,469.37万 | 0.36% | 177,587 | 40,744 | 29.8% | $1,713.71万 | 加仓 |
| MUB | ISHARES TR | $7,459.29万 | 0.36% | 693,109 | 341,145 | 96.9% | $3,671.43万 | 加仓 |
| IJH | ISHARES TR | $7,452.20万 | 0.36% | 966,420 | 444,117 | 85.0% | $3,424.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7,364.51万 | 0.36% | 346,112 | 111,680 | 47.6% | $2,376.31万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $7,360.41万 | 0.36% | 496,908 | 69,524 | 16.3% | $1,029.82万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $7,329.58万 | 0.36% | 1,449,390 | 318,950 | 28.2% | $1,612.93万 | 加仓 |
| LLY | ELI LILLY & CO | $7,308.66万 | 0.36% | 60,927 | 21,759 | 55.6% | $2,610.16万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $7,285.23万 | 0.36% | 1,406,955 | 616,143 | 77.9% | $3,190.40万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $7,173.19万 | 0.35% | 727,558 | 369,565 | 103.2% | $3,643.64万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $7,061.72万 | 0.34% | 1,339,482 | 473,619 | 54.7% | $2,496.91万 | 加仓 |
| USD | PROSHARES TR | $6,918.80万 | 0.34% | 663,610 | 64,000 | 10.7% | $667.26万 | 加仓 |
| MTUM | ISHARES TR | $6,870.75万 | 0.33% | 200,391 | 39,104 | 24.2% | $1,340.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $6,856.22万 | 0.33% | 1,353,508 | 349,271 | 34.8% | $1,769.24万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $6,691.18万 | 0.33% | 1,595,042 | 732,251 | 84.9% | $3,071.78万 | 加仓 |
| LRGF | ISHARES TR | $6,643.11万 | 0.32% | 878,367 | 202,320 | 29.9% | $1,530.15万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $6,604.99万 | 0.32% | 1,808,103 | 578,845 | 47.1% | $2,114.52万 | 加仓 |
| DGRO | ISHARES TR | $6,594.44万 | 0.32% | 870,100 | 561,793 | 182.2% | $4,257.80万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $6,493.45万 | 0.32% | 1,273,981 | 579,422 | 83.4% | $2,953.30万 | 加仓 |
| IBTG | ISHARES TR | $6,468.88万 | 0.32% | 2,826,071 | 1,230,428 | 77.1% | $2,816.45万 | 加仓 |
| IEFA | ISHARES TR | $6,389.95万 | 0.31% | 661,621 | -40,053 | -5.7% | -$386.83万 | 减仓 |
| GLD | SPDR GOLD TR | $6,186.30万 | 0.30% | 167,938 | 37,494 | 28.7% | $1,381.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $6,055.87万 | 0.30% | 383,216 | 150,934 | 65.0% | $2,385.17万 | 加仓 |
| V | VISA INC | $6,038.96万 | 0.29% | 175,952 | 62,697 | 55.4% | $2,151.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,013.44万 | 0.29% | 275,933 | 95,795 | 53.2% | $2,087.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,008.47万 | 0.29% | 52,051 | 7,667 | 17.3% | $885.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,951.53万 | 0.29% | 690,909 | 280,821 | 68.5% | $2,419.01万 | 加仓 |
| META | META PLATFORMS INC | $5,912.49万 | 0.29% | 104,936 | 22,562 | 27.4% | $1,271.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,747.74万 | 0.28% | 114,864 | 20,582 | 21.8% | $1,029.91万 | 加仓 |
| EFG | ISHARES TR | $5,693.77万 | 0.28% | 457,612 | 268,336 | 141.8% | $3,338.73万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $5,671.15万 | 0.28% | 1,413,192 | 715,642 | 102.6% | $2,871.88万 | 加仓 |
| USMV | ISHARES TR | $5,659.48万 | 0.28% | 586,705 | 160,327 | 37.6% | $1,546.55万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $5,521.82万 | 0.27% | 1,944,995 | 1,437,816 | 283.5% | $4,081.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,516.49万 | 0.27% | 672,906 | 332,202 | 97.5% | $2,723.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,488.05万 | 0.27% | 94,474 | 14,849 | 18.6% | $862.59万 | 加仓 |
| IBTH | ISHARES TR | $5,437.58万 | 0.27% | 2,430,739 | 1,117,196 | 85.1% | $2,499.17万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,139.82万 | 0.25% | 560,868 | 257,312 | 84.8% | $2,358.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,047.55万 | 0.25% | 1,591,785 | 491,452 | 44.7% | $1,558.39万 | 加仓 |
| WMT | WALMART INC | $4,848.75万 | 0.24% | 428,091 | 117,969 | 38.0% | $1,336.17万 | 加仓 |
| IVW | ISHARES TR | $4,794.88万 | 0.23% | 348,631 | 98,661 | 39.5% | $1,356.93万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,731.44万 | 0.23% | 1,269,845 | 572,546 | 82.1% | $2,133.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,664.95万 | 0.23% | 644,318 | 169,614 | 35.7% | $1,228.03万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,575.64万 | 0.22% | 1,725,345 | 240,704 | 16.2% | $638.35万 | 加仓 |
| ITOT | ISHARES TR | $4,507.53万 | 0.22% | 274,395 | 54,250 | 24.6% | $891.17万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,491.15万 | 0.22% | 837,733 | 282,615 | 50.9% | $1,515.12万 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $4,390.13万 | 0.21% | 2,505,779 | -26,860 | -1.1% | -$47.06万 | 减仓 |
| CAT | CATERPILLAR INC | $4,350.08万 | 0.21% | 40,838 | 16,515 | 67.9% | $1,759.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,253.41万 | 0.21% | 81,409 | 32,239 | 65.6% | $1,684.40万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $4,198.01万 | 0.20% | 823,139 | 210,057 | 34.3% | $1,071.29万 | 加仓 |
| OEF | ISHARES TR | $4,142.31万 | 0.20% | 113,215 | -914 | -0.8% | -$33.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,137.33万 | 0.20% | 162,906 | 44,439 | 37.5% | $1,128.62万 | 加仓 |