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 |
|---|---|---|---|---|---|---|---|---|
| BALL | BALL CORP | $116.09万 | 0.01% | 19,639 | 19,639 | — | $116.09万 | 新建仓 |
| MHK | MOHAWK INDS | $116.17万 | 0.01% | 11,799 | 8,163 | 224.5% | $80.37万 | 加仓 |
| HIG | HARTFORD INSURANCE | $116.49万 | 0.01% | 8,614 | 5,416 | 169.4% | $73.24万 | 加仓 |
| SLQD | ISHARES | $116.65万 | 0.01% | 23,103 | 1,241 | 5.7% | $6.27万 | 加仓 |
| NUE | NUCOR CORP | $117.16万 | 0.01% | 6,929 | 2,898 | 71.9% | $49.00万 | 加仓 |
| BCS | BARCLAYS PLC | $117.32万 | 0.01% | 55,443 | 19,461 | 54.1% | $41.18万 | 加仓 |
| MUFG | MITSUBISHI UFJ | $117.88万 | 0.01% | 69,462 | 48,188 | 226.5% | $81.78万 | 加仓 |
| PYPL | PAYPAL HOLDINGS | $119.12万 | 0.01% | 26,337 | 7,219 | 37.8% | $32.65万 | 加仓 |
| IBTL | ISHARES IBONDS | $119.13万 | 0.01% | 58,402 | 32,532 | 125.8% | $66.36万 | 加仓 |
| VGK | VANGUARD FTSE | $119.45万 | 0.01% | 14,491 | 2,738 | 23.3% | $22.57万 | 加仓 |
| HEFA | ISHARES CURRENCY | $119.48万 | 0.01% | 28,117 | 4,739 | 20.3% | $20.14万 | 加仓 |
| IYR | ISHARES U S | $119.49万 | 0.01% | 12,637 | 7,866 | 164.9% | $74.38万 | 加仓 |
| PRI | PRIMERICA INC | $119.68万 | 0.01% | 4,778 | 1,914 | 66.8% | $47.94万 | 加仓 |
| BSJR | INVESCO BULLETSHARES | $119.83万 | 0.01% | 53,581 | -61 | -0.1% | -$1,364 | 减仓 |
| EWC | ISHARES MSCI | $120.15万 | 0.01% | 21,929 | -1,875 | -7.9% | -$10.27万 | 减仓 |
| HQY | HEALTHEQUITY INC | $120.30万 | 0.01% | 14,395 | 14,395 | — | $120.30万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 | $120.45万 | 0.01% | 74,952 | 74,952 | — | $120.45万 | 新建仓 |
| KKR | KKR & CO | $120.77万 | 0.01% | 13,056 | 10,142 | 348.0% | $93.81万 | 加仓 |
| SFLR | INNOVATOR EQUITY | $121.28万 | 0.01% | 34,251 | 34,251 | — | $121.28万 | 新建仓 |
| RL | RALPH LAUREN | $121.78万 | 0.01% | 3,540 | 2,571 | 265.3% | $88.45万 | 加仓 |
| VALE | VALE S A | $122.48万 | 0.01% | 76,984 | 19,363 | 33.6% | $30.81万 | 加仓 |
| TW | TRADEWEB MARKETS | $122.53万 | 0.01% | 10,414 | 5,498 | 111.8% | $64.69万 | 加仓 |
| SPLV | INVESCO S&P | $122.59万 | 0.01% | 16,761 | 7,336 | 77.8% | $53.66万 | 加仓 |
| AR | ANTERO RESOURCES | $122.70万 | 0.01% | 28,911 | 17,182 | 146.5% | $72.92万 | 加仓 |
| DDOG | DATADOG INC | $122.72万 | 0.01% | 10,395 | 2,692 | 34.9% | $31.78万 | 加仓 |
| ALL | ALLSTATE CORP | $122.94万 | 0.01% | 5,929 | 3,476 | 141.7% | $72.08万 | 加仓 |
| TM | TOYOTA MOTOR | $123.92万 | 0.01% | 6,013 | 890 | 17.4% | $18.34万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $124.14万 | 0.01% | 16,519 | 2,270 | 15.9% | $17.06万 | 重新持有 |
| NKE | NIKE INC | $125.03万 | 0.01% | 23,672 | 15,745 | 198.6% | $83.16万 | 重新持有 |
| SHW | SHERWIN WILLIAMS | $125.13万 | 0.01% | 3,904 | 704 | 22.0% | $22.56万 | 重新持有 |
| PSI | INVESCO SEMICONDUCTORS | $125.47万 | 0.01% | 13,294 | -1,253 | -8.6% | -$11.83万 | 重新持有 |
| WCN | WASTE CONNECTIONS | $125.49万 | 0.01% | 7,725 | -197 | -2.5% | -$3.20万 | 减仓 |
| APG | API GROUP | $125.66万 | 0.01% | 31,013 | 31,013 | — | $125.66万 | 新建仓 |
| RITM | RITHM CAPITAL | $125.78万 | 0.01% | 132,684 | 113,105 | 577.7% | $107.22万 | 加仓 |
| UTHR | UNITED THERAPEUTICS | $126.13万 | 0.01% | 2,127 | -7,815 | -78.6% | -$463.41万 | 减仓 |
| ITT | ITT INC | $126.14万 | 0.01% | 6,621 | 5,429 | 455.5% | $103.43万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $126.43万 | 0.01% | 24,916 | 14,152 | 131.5% | $71.81万 | 加仓 |
| FALN | ISHARES FALLEN | $126.43万 | 0.01% | 47,318 | -48,602 | -50.7% | -$129.86万 | 减仓 |
| FEX | FIRST TRUST | $126.66万 | 0.01% | 10,388 | 2,763 | 36.2% | $33.69万 | 加仓 |
| LIT | GLOBAL X | $126.86万 | 0.01% | 17,063 | 104 | 0.6% | $7,732 | 加仓 |
| NVT | NVENT ELECTRIC | $127.00万 | 0.01% | 10,737 | 7,905 | 279.1% | $93.50万 | 加仓 |
| GEHC | GE HEALTHCARE | $127.01万 | 0.01% | 17,843 | 4,275 | 31.5% | $30.43万 | 加仓 |
| CTAS | CINTAS CORP | $127.04万 | 0.01% | 7,511 | 3,724 | 98.3% | $62.99万 | 加仓 |
| CRH | CRH PLC | $127.26万 | 0.01% | 12,106 | 6,645 | 121.7% | $69.85万 | 加仓 |
| COO | COOPER COS | $127.38万 | 0.01% | 17,815 | 17,815 | — | $127.38万 | 新建仓 |
| CGCV | CAPITAL GROUP | $127.40万 | 0.01% | 42,736 | 11,780 | 38.1% | $35.12万 | 加仓 |
| RSG | REPUBLIC SERVICES | $127.86万 | 0.01% | 5,838 | 2,532 | 76.6% | $55.45万 | 加仓 |
| PODD | INSULET CORP | $128.04万 | 0.01% | 6,102 | 4,135 | 210.2% | $86.77万 | 加仓 |
| — | STELLAR BANCORP INC | $128.06万 | 0.01% | 34,980 | 349 | 1.0% | $1.28万 | 加仓 |
| FTC | FIRST TRUST | $128.16万 | 0.01% | 8,314 | -798 | -8.8% | -$12.30万 | 减仓 |
| GLDM | SPDR GOLD | $128.21万 | 0.01% | 13,832 | -2,020 | -12.7% | -$18.72万 | 减仓 |
| PBR | PETROLEO BRASILEIRO | $128.32万 | 0.01% | 61,839 | 4,640 | 8.1% | $9.63万 | 加仓 |
| ICVT | ISHARES CONV | $128.53万 | 0.01% | 12,627 | 2,756 | 27.9% | $28.05万 | 加仓 |
| MKTX | MARKETAXESS HOLDINGS | $128.61万 | 0.01% | 7,796 | -164 | -2.1% | -$2.71万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $129.34万 | 0.01% | 28,394 | 13,474 | 90.3% | $61.38万 | 加仓 |
| EIPX | FIRST TRUST | $129.54万 | 0.01% | 40,279 | -1,712 | -4.1% | -$5.51万 | 减仓 |
| MOS | MOSAIC COMPANY | $129.78万 | 0.01% | 50,893 | 6,021 | 13.4% | $15.35万 | 加仓 |
| EXE | EXPAND ENERGY | $129.95万 | 0.01% | 11,837 | 11,837 | — | $129.95万 | 新建仓 |
| FXI | ISHARES CHINA | $129.96万 | 0.01% | 36,201 | 24,918 | 220.8% | $89.46万 | 加仓 |
| BWA | BORG WARNER | $130.14万 | 0.01% | 23,984 | 9,448 | 65.0% | $51.26万 | 加仓 |
| CNQ | CANADIAN NATURAL | $130.25万 | 0.01% | 26,728 | 19,828 | 287.4% | $96.62万 | 加仓 |
| PSFF | PACER FDS TR | $130.46万 | 0.01% | 40,711 | 5,202 | 14.6% | $16.67万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS | $130.47万 | 0.01% | 6,940 | 6,940 | — | $130.47万 | 新建仓 |
| JHMD | JOHN HANCOCK | $130.49万 | 0.01% | 30,796 | -1,183 | -3.7% | -$5.01万 | 减仓 |
| A | AGILENT TECHNOLOGIES | $130.70万 | 0.01% | 11,467 | 9,598 | 513.5% | $109.40万 | 加仓 |
| GSK | GSK PLC | $130.96万 | 0.01% | 23,728 | 7,002 | 41.9% | $38.64万 | 加仓 |
| — | MORGAN STANLEY | $131.29万 | 0.01% | 41,082 | -17,702 | -30.1% | -$56.57万 | 减仓 |
| EQT | EQT CORP | $131.49万 | 0.01% | 20,662 | 8,973 | 76.8% | $57.10万 | 加仓 |
| RWK | INVESCO S&P | $131.81万 | 0.01% | 10,276 | 198 | 2.0% | $2.54万 | 加仓 |
| — | BLACKSTONE SENIOR | $132.84万 | 0.01% | 102,582 | -18,649 | -15.4% | -$24.15万 | 减仓 |
| LNTH | LANTHEUS HOLDINGS | $133.03万 | 0.01% | 17,539 | 17,539 | — | $133.03万 | 新建仓 |
| MOH | MOLINA HEALTHCARE | $133.14万 | 0.01% | 9,988 | 5,621 | 128.7% | $74.93万 | 重新持有 |
| RBLX | ROBLOX CORP | $133.26万 | 0.01% | 23,561 | 16,179 | 219.2% | $91.51万 | 加仓 |
| ADSK | AUTODESK INC | $133.47万 | 0.01% | 5,575 | 4,736 | 564.5% | $113.38万 | 加仓 |
| AZO | AUTOZONE INC | $133.52万 | 0.01% | 395 | 142 | 56.1% | $48.00万 | 加仓 |
| SJNK | STATE STREET | $133.75万 | 0.01% | 53,545 | 30,736 | 134.8% | $76.78万 | 加仓 |
| IXC | ISHARES GLOBAL | $134.17万 | 0.01% | 23,290 | -2,942 | -11.2% | -$16.95万 | 减仓 |
| IBHH | ISHARES IBONDS | $134.55万 | 0.01% | 57,328 | -2,037 | -3.4% | -$4.78万 | 减仓 |
| ON | ON SEMICONDUCTOR | $134.74万 | 0.01% | 21,761 | 4,767 | 28.1% | $29.52万 | 重新持有 |
| STOT | STATE STREET | $134.79万 | 0.01% | 28,601 | 504 | 1.8% | $2.38万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $135.17万 | 0.01% | 58,617 | 6,722 | 13.0% | $15.50万 | 加仓 |
| VFQY | VANGUARD US | $135.45万 | 0.01% | 9,076 | 1,352 | 17.5% | $20.18万 | 加仓 |
| GEM | GOLDMAN SACHS | $135.91万 | 0.01% | 31,461 | 14,177 | 82.0% | $61.25万 | 加仓 |
| CM | CANADIAN IMPERIAL | $136.15万 | 0.01% | 14,369 | -1,731 | -10.8% | -$16.40万 | 重新持有 |
| SMMV | ISHARES MSCI | $136.56万 | 0.01% | 31,309 | -78 | -0.2% | -$3,402 | 减仓 |
| CPNG | COUPANG INC | $136.59万 | 0.01% | 72,345 | 41,183 | 132.2% | $77.75万 | 加仓 |
| — | ISHARES TR | $137.34万 | 0.01% | 53,965 | 7,723 | 16.7% | $19.66万 | 加仓 |
| BCAT | BLACKROCK CAPITAL | $137.63万 | 0.01% | 97,402 | 5,750 | 6.3% | $8.12万 | 加仓 |
| LULU | LULULEMON ATHLETICA | $137.93万 | 0.01% | 9,009 | 7,779 | 632.4% | $119.10万 | 重新持有 |
| FEIM | FREQUENCY ELECTRS INC | $138.32万 | 0.01% | 31,251 | -5,317 | -14.5% | -$23.53万 | 重新持有 |
| SPHQ | INVESCO S&P | $138.94万 | 0.01% | 18,479 | 3,177 | 20.8% | $23.89万 | 加仓 |
| EWZ | ISHARES MSCI | $139.14万 | 0.01% | 36,244 | 3,965 | 12.3% | $15.22万 | 加仓 |
| FIVE | FIVE BELOW | $139.19万 | 0.01% | 6,092 | 4,902 | 411.9% | $112.00万 | 加仓 |
| NGG | NATIONAL GRID | $139.24万 | 0.01% | 16,459 | 4,852 | 41.8% | $41.05万 | 加仓 |
| SCHE | SCHWAB EMERGING | $139.47万 | 0.01% | 42,329 | 30,771 | 266.2% | $101.39万 | 加仓 |
| GCOR | GOLDMAN SACHS | $139.53万 | 0.01% | 33,769 | 1,173 | 3.6% | $4.85万 | 加仓 |
| CTA | SIMPLIFY MANAGED | $139.60万 | 0.01% | 46,196 | 14,773 | 47.0% | $44.64万 | 加仓 |
| BIIB | BIOGEN INC | $139.62万 | 0.01% | 7,616 | 4,890 | 179.4% | $89.65万 | 加仓 |
| TIP | ISHARES TIPS | $139.79万 | 0.01% | 12,667 | 3,841 | 43.5% | $42.39万 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC | $139.94万 | 0.01% | 173,191 | -9,910 | -5.4% | -$8.01万 | 减仓 |