Integrated Wealth Concepts LLC
WALTHAM MA · SEC CIK 0001737109
$125.38亿2026Q1 申报市值
2,276持仓数
17.6%前十大占比 · 第一大 2.9%
339 / 14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
AAPL 加仓+$1.15亿
NVDA 加仓+$1.09亿
SPY 加仓+$8,027.60万
ACIO 加仓+$7,465.03万
VOO 加仓+$6,719.86万
2026Q1 卖出最多 按季末市值估算
SECT 减仓-$3,353.40万
MBB 减仓-$1,095.92万
XLG 减仓-$709.91万
CYBERARK SOFTWAR 清仓-$540.45万
IEI 减仓-$474.20万
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 |
|---|---|---|---|---|---|---|---|---|
| FRO | FRONTLINE PLC | $70.27万 | 0.01% | 20,159 | 1,953 | 10.7% | $6.81万 | 加仓 |
| IBTM | ISHARES IBONDS | $70.32万 | 0.01% | 30,666 | 10,147 | 49.5% | $23.27万 | 加仓 |
| DIVB | ISHARES CORE | $70.36万 | 0.01% | 13,041 | 8,178 | 168.2% | $44.12万 | 加仓 |
| DPZ | DOMINOS PIZZA | $70.38万 | 0.01% | 1,962 | 1,962 | — | $70.38万 | 新建仓 |
| GOLF | ACUSHNET HOLDINGS | $70.38万 | 0.01% | 7,529 | 3,789 | 101.3% | $35.42万 | 加仓 |
| WAT | WATERS CORP | $70.40万 | 0.01% | 2,364 | 1,585 | 203.5% | $47.20万 | 重新持有 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $70.47万 | 0.01% | 82,135 | -17,875 | -17.9% | -$15.34万 | 重新持有 |
| SMCI | SUPER MICRO | $70.68万 | 0.01% | 31,041 | 17,349 | 126.7% | $39.50万 | 重新持有 |
| SON | SONOCO PRODUCTS CO | $70.75万 | 0.01% | 13,080 | 8,289 | 173.0% | $44.84万 | 重新持有 |
| MAS | MASCO CORP | $70.89万 | 0.01% | 11,743 | -410 | -3.4% | -$2.48万 | 重新持有 |
| BPOP | POPULAR INC | $71.02万 | 0.01% | 5,293 | 2,227 | 72.6% | $29.88万 | 加仓 |
| — | COTERRA ENERGY | $71.02万 | 0.01% | 20,210 | 7,768 | 62.4% | $27.30万 | 重新持有 |
| CR | CRANE CO | $71.23万 | 0.01% | 4,166 | 1,457 | 53.8% | $24.91万 | 加仓 |
| HGER | HARBOR COMMODITY | $71.54万 | 0.01% | 23,069 | 9,084 | 65.0% | $28.17万 | 重新持有 |
| ODFL | OLD DOMINION | $71.69万 | 0.01% | 3,669 | 190 | 5.5% | $3.71万 | 重新持有 |
| XT | ISHARES EXPONENTIAL | $71.80万 | 0.01% | 10,536 | -2,478 | -19.0% | -$16.89万 | 减仓 |
| STAG | STAG INDUSTRIAL | $71.84万 | 0.01% | 19,923 | 12,547 | 170.1% | $45.24万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES | $71.90万 | 0.01% | 12,614 | 12,614 | — | $71.90万 | 新建仓 |
| VNLA | JANUS HENDERSON | $72.02万 | 0.01% | 14,740 | 9,040 | 158.6% | $44.17万 | 加仓 |
| SEIC | SEI INVESTMENTS | $72.12万 | 0.01% | 9,190 | 481 | 5.5% | $3.77万 | 加仓 |
| NEAR | ISHARES SHORT | $72.20万 | 0.01% | 14,204 | 9,952 | 234.1% | $50.59万 | 重新持有 |
| HYD | VANECK HIGH | $72.24万 | 0.01% | 14,408 | -3,948 | -21.5% | -$19.80万 | 减仓 |
| NTAP | NETAPP INC | $72.28万 | 0.01% | 7,059 | 1,475 | 26.4% | $15.10万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR | $72.28万 | 0.01% | 7,792 | 2,468 | 46.4% | $22.89万 | 重新持有 |
| SILJ | AMPLIFY JUNIOR | $72.30万 | 0.01% | 24,327 | -2,672 | -9.9% | -$7.94万 | 减仓 |
| TOL | TOLL BROTHERS | $72.33万 | 0.01% | 5,300 | 3,643 | 219.9% | $49.72万 | 加仓 |
| — | WINCHESTER BANCORP | $72.39万 | 0.01% | 57,000 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS | $72.42万 | 0.01% | 21,800 | -160 | -0.7% | -$5,315 | 重新持有 |
| GIGB | GOLDMAN SACHS | $72.47万 | 0.01% | 15,823 | 5,479 | 53.0% | $25.09万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $72.58万 | 0.01% | 11,700 | -1,840 | -13.6% | -$11.41万 | 减仓 |
| LYFT | LYFT INC | $72.74万 | 0.01% | 54,693 | 783 | 1.5% | $1.04万 | 加仓 |
| FEM | FIRST TRUST | $73.01万 | 0.01% | 24,376 | 1,869 | 8.3% | $5.60万 | 加仓 |
| DBEF | XTRACKERS MSCI | $73.08万 | 0.01% | 14,793 | 5,789 | 64.3% | $28.60万 | 加仓 |
| SPSB | STATE STREET | $73.11万 | 0.01% | 24,315 | 3,477 | 16.7% | $10.46万 | 加仓 |
| TECK | TECK RESOURCES | $73.18万 | 0.01% | 14,141 | -86 | -0.6% | -$4,451 | 重新持有 |
| — | J P MORGAN EXCHANGE TRADED F | $73.44万 | 0.01% | 14,637 | 14,637 | — | $73.44万 | 新建仓 |
| VDE | VANGUARD ENERGY | $73.50万 | 0.01% | 4,247 | 1,535 | 56.6% | $26.56万 | 加仓 |
| QQQI | NEOS NASDAQ | $73.55万 | 0.01% | 14,801 | 8,975 | 154.1% | $44.60万 | 加仓 |
| CAVA | CAVA GROUP | $73.56万 | 0.01% | 9,092 | 1,604 | 21.4% | $12.98万 | 重新持有 |
| NRG | NRG ENERGY | $73.91万 | 0.01% | 5,057 | 3,627 | 253.6% | $53.01万 | 重新持有 |
| DAR | DARLING INGREDIENTS | $74.05万 | 0.01% | 11,972 | 11,972 | — | $74.05万 | 新建仓 |
| MUSA | MURPHY USA | $74.24万 | 0.01% | 1,503 | 538 | 55.8% | $26.58万 | 加仓 |
| — | AMPLIFY ETF TR | $74.29万 | 0.01% | 17,184 | 204 | 1.2% | $8,820 | 加仓 |
| MAA | MID AMERICA | $74.71万 | 0.01% | 6,118 | 2,514 | 69.8% | $30.70万 | 加仓 |
| PCAR | PACCAR INC | $74.74万 | 0.01% | 6,471 | 3,274 | 102.4% | $37.82万 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS | $75.01万 | 0.01% | 16,249 | 6,547 | 67.5% | $30.22万 | 加仓 |
| SNX | TD SYNNEX | $75.49万 | 0.01% | 4,475 | 4,475 | — | $75.49万 | 新建仓 |
| ICSH | ISHARES ULTRA | $75.49万 | 0.01% | 14,914 | 247 | 1.7% | $1.25万 | 重新持有 |
| ROL | ROLLINS INC | $75.51万 | 0.01% | 14,138 | 10,551 | 294.1% | $56.35万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY | $75.74万 | 0.01% | 4,418 | 481 | 12.2% | $8.25万 | 重新持有 |
| NXT | NEXTPOWER INC | $75.75万 | 0.01% | 6,283 | 773 | 14.0% | $9.32万 | 加仓 |
| CLS | CELESTICA INC | $75.79万 | 0.01% | 2,691 | 1,324 | 96.9% | $37.29万 | 加仓 |
| PB | PROSPERITY BANCSHARES | $75.90万 | 0.01% | 11,298 | 8,134 | 257.1% | $54.64万 | 加仓 |
| BNS | BANK NOVA SCOTIA | $76.01万 | 0.01% | 10,966 | 4,074 | 59.1% | $28.24万 | 加仓 |
| ALAB | ASTERA LABS | $76.22万 | 0.01% | 6,954 | 4,572 | 191.9% | $50.11万 | 重新持有 |
| MAGS | ROUNDHILL MAGNIFICENT | $76.23万 | 0.01% | 13,156 | 128 | 1.0% | $7,417 | 重新持有 |
| SMB | VANECK ETF TRUST | $76.26万 | 0.01% | 44,079 | 26,040 | 144.4% | $45.05万 | 加仓 |
| IYZ | ISHARES U S | $76.32万 | 0.01% | 19,409 | 19,409 | — | $76.32万 | 新建仓 |
| DINO | HF SINCLAIR | $76.37万 | 0.01% | 12,241 | 7,444 | 155.2% | $46.44万 | 加仓 |
| OTIS | OTIS WORLDWIDE | $76.60万 | 0.01% | 9,938 | 2,395 | 31.8% | $18.46万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $77.08万 | 0.01% | 31,067 | 1,183 | 4.0% | $2.94万 | 加仓 |
| SIVR | ABERDEEN PHYSICAL | $77.29万 | 0.01% | 10,793 | -10,644 | -49.7% | -$76.22万 | 减仓 |
| MSM | MSC INDL | $77.29万 | 0.01% | 8,377 | 3,019 | 56.3% | $27.86万 | 加仓 |
| CGSD | CAPITAL GROUP | $77.45万 | 0.01% | 30,030 | 8,842 | 41.7% | $22.80万 | 加仓 |
| ACWX | ISHARES MSCI | $77.46万 | 0.01% | 11,312 | 6,756 | 148.3% | $46.26万 | 加仓 |
| UNM | UNUM GROUP | $77.62万 | 0.01% | 10,629 | 4,154 | 64.2% | $30.34万 | 加仓 |
| FNF | FIDELITY NATIONAL | $77.63万 | 0.01% | 16,737 | 7,302 | 77.4% | $33.87万 | 加仓 |
| AWK | AMERICAN WATER | $77.71万 | 0.01% | 5,710 | -1,119 | -16.4% | -$15.23万 | 重新持有 |
| EXPD | EXPEDITORS INTL | $77.80万 | 0.01% | 5,432 | 5,432 | — | $77.80万 | 新建仓 |
| GLPI | GAMING & LEISURE | $78.07万 | 0.01% | 17,595 | 8,002 | 83.4% | $35.51万 | 加仓 |
| AXTA | AXALTA COATING | $78.17万 | 0.01% | 28,219 | 14,723 | 109.1% | $40.78万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $78.21万 | 0.01% | 73,159 | -51 | -0.1% | -$545 | 减仓 |
| IWO | ISHARES RUSSELL | $78.91万 | 0.01% | 2,515 | -3,367 | -57.2% | -$105.64万 | 减仓 |
| BIZD | VANECK BDC | $79.18万 | 0.01% | 61,860 | 22,923 | 58.9% | $29.34万 | 加仓 |
| NOK | NOKIA CORP | $79.27万 | 0.01% | 98,595 | 82,158 | 499.8% | $66.06万 | 加仓 |
| THC | TENET HEALTHCARE | $79.30万 | 0.01% | 4,202 | 1,261 | 42.9% | $23.80万 | 加仓 |
| ATI | ATI INC | $79.49万 | 0.01% | 5,465 | 2,997 | 121.4% | $43.59万 | 加仓 |
| VTWO | VANGUARD RUSSELL | $79.82万 | 0.01% | 7,969 | 1,616 | 25.4% | $16.19万 | 加仓 |
| EXLS | EXLSERVICE HOLDINGS | $80.03万 | 0.01% | 26,282 | 10,464 | 66.2% | $31.86万 | 加仓 |
| FXO | FIRST TRUST | $80.08万 | 0.01% | 14,251 | 331 | 2.4% | $1.86万 | 加仓 |
| VSDA | VICTORYSHARES DIVIDEND | $80.21万 | 0.01% | 14,716 | 4,660 | 46.3% | $25.40万 | 加仓 |
| — | IONEER LTD | $80.23万 | 0.01% | 188,560 | 188,560 | — | $80.23万 | 新建仓 |
| GAP | GAP INC | $80.32万 | 0.01% | 33,188 | 17,338 | 109.4% | $41.96万 | 加仓 |
| OC | OWENS CORNING | $80.37万 | 0.01% | 7,427 | 5,459 | 277.4% | $59.07万 | 加仓 |
| MGC | VANGUARD MEGA | $80.63万 | 0.01% | 3,411 | 722 | 26.9% | $17.07万 | 加仓 |
| — | AMPLITECH GROUP INC | $80.71万 | 0.01% | 424,810 | 231,610 | 119.9% | $44.01万 | 重新持有 |
| BUCK | SIMPLIFY TREASURY | $81.10万 | 0.01% | 34,504 | 34,504 | — | $81.10万 | 新建仓 |
| OMF | ONEMAIN HLDGS | $81.30万 | 0.01% | 15,198 | 4,846 | 46.8% | $25.92万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $81.36万 | 0.01% | 15,409 | -1,096 | -6.6% | -$5.79万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $81.44万 | 0.01% | 14,070 | -304 | -2.1% | -$1.76万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCH | $81.70万 | 0.01% | 5,194 | 2,157 | 71.0% | $33.93万 | 加仓 |
| AAON | AAON INC | $81.70万 | 0.01% | 9,873 | 6,355 | 180.6% | $52.59万 | 重新持有 |
| MGM | MGM RESORTS | $81.70万 | 0.01% | 22,075 | -2,238 | -9.2% | -$8.28万 | 减仓 |
| URA | GLOBAL X | $81.77万 | 0.01% | 16,884 | 4,521 | 36.6% | $21.89万 | 加仓 |
| LW | LAMB WESTON | $82.11万 | 0.01% | 19,429 | 19,429 | — | $82.11万 | 新建仓 |
| JLL | JONES LANG | $82.23万 | 0.01% | 2,702 | 79 | 3.0% | $2.40万 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR | $82.29万 | 0.01% | 8,755 | 252 | 3.0% | $2.37万 | 加仓 |
| SWK | STANLEY BLACK | $82.33万 | 0.01% | 11,585 | 8,111 | 233.5% | $57.64万 | 加仓 |
| RMD | RESMED INC | $82.37万 | 0.01% | 3,669 | -649 | -15.0% | -$14.57万 | 重新持有 |
| XYZ | BLOCK INC | $82.37万 | 0.01% | 13,688 | 3,491 | 34.2% | $21.01万 | 重新持有 |