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 |
|---|---|---|---|---|---|---|---|---|
| — | CARTESIAN THERAPEUTICS INC | $1.63万 | 0.00% | 1,562 | 1,562 | — | $1.63万 | 新建仓 |
| CLB | CORE LABORATORIES INC | $1.63万 | 0.00% | 1,399 | 1,399 | — | $1.63万 | 新建仓 |
| THO | THOR INDS INC | $1.63万 | 0.00% | 217 | 217 | — | $1.63万 | 新建仓 |
| VTMX | VESTA REAL ESTATE CORP | $1.63万 | 0.00% | 476 | 476 | — | $1.63万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $1.63万 | 0.00% | 1,380 | 1,380 | — | $1.63万 | 新建仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $1.64万 | 0.00% | 456 | 456 | — | $1.64万 | 新建仓 |
| — | CYBIN INC | $1.64万 | 0.00% | 2,481 | 2,481 | — | $1.64万 | 新建仓 |
| — | ISHARES TR | $1.64万 | 0.00% | 600 | 600 | — | $1.64万 | 新建仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $1.64万 | 0.00% | 781 | 781 | — | $1.64万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.64万 | 0.00% | 500 | 500 | — | $1.64万 | 新建仓 |
| SIBN | SI BONE INC | $1.65万 | 0.00% | 1,008 | 1,008 | — | $1.65万 | 新建仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $1.65万 | 0.00% | 796 | 796 | — | $1.65万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $1.65万 | 0.00% | 1,923 | 1,923 | — | $1.65万 | 新建仓 |
| IMMR | IMMERSION CORP | $1.65万 | 0.00% | 2,439 | 2,439 | — | $1.65万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $1.65万 | 0.00% | 424 | 424 | — | $1.65万 | 新建仓 |
| DEXC | DIMENSIONAL ETF TRUST | $1.65万 | 0.00% | 200 | 200 | — | $1.65万 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $1.65万 | 0.00% | 2,983 | 2,983 | — | $1.65万 | 新建仓 |
| FBK | FB FINL CORP | $1.65万 | 0.00% | 298 | 298 | — | $1.65万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.65万 | 0.00% | 500 | 500 | — | $1.65万 | 新建仓 |
| CMDT | PIMCO ETF TR | $1.65万 | 0.00% | 539 | 539 | — | $1.65万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $1.67万 | 0.00% | 2,751 | 2,751 | — | $1.67万 | 新建仓 |
| IIIN | INSTEEL INDS INC | $1.67万 | 0.00% | 553 | 553 | — | $1.67万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1.67万 | 0.00% | 150 | 150 | — | $1.67万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1.68万 | 0.00% | 188 | 188 | — | $1.68万 | 新建仓 |
| — | REX ETF TR | $1.69万 | 0.00% | 750 | 750 | — | $1.69万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.69万 | 0.00% | 329 | 329 | — | $1.69万 | 新建仓 |
| KROS | KEROS THERAPEUTICS INC | $1.70万 | 0.00% | 1,587 | 1,587 | — | $1.70万 | 新建仓 |
| VIA | VIA TRANSN INC | $1.70万 | 0.00% | 938 | 938 | — | $1.70万 | 新建仓 |
| — | ATAIBECKLEY INC | $1.70万 | 0.00% | 3,229 | 3,229 | — | $1.70万 | 新建仓 |
| AKR | ACADIA RLTY TR | $1.70万 | 0.00% | 815 | 815 | — | $1.70万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.70万 | 0.00% | 545 | 545 | — | $1.70万 | 新建仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $1.70万 | 0.00% | 7,507 | -6,627 | -46.9% | -$1.50万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $1.71万 | 0.00% | 341 | 341 | — | $1.71万 | 新建仓 |
| IPI | INTREPID POTASH INC | $1.71万 | 0.00% | 522 | 522 | — | $1.71万 | 新建仓 |
| UPB | UPSTREAM BIO INC | $1.72万 | 0.00% | 2,479 | 2,479 | — | $1.72万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.72万 | 0.00% | 450 | 450 | — | $1.72万 | 新建仓 |
| — | SPOK HLDGS INC | $1.72万 | 0.00% | 1,684 | 1,684 | — | $1.72万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1.73万 | 0.00% | 328 | 328 | — | $1.73万 | 新建仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $1.73万 | 0.00% | 270 | 270 | — | $1.73万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $1.74万 | 0.00% | 197 | 197 | — | $1.74万 | 新建仓 |
| IGE | ISHARES TR | $1.74万 | 0.00% | 309 | 309 | — | $1.74万 | 新建仓 |
| — | ETF SER SOLUTIONS | $1.74万 | 0.00% | 504 | 504 | — | $1.74万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $1.74万 | 0.00% | 719 | 719 | — | $1.74万 | 新建仓 |
| INDY | ISHARES TR | $1.75万 | 0.00% | 402 | 402 | — | $1.75万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $1.75万 | 0.00% | 1,207 | 1,207 | — | $1.75万 | 新建仓 |
| — | ISHARES TR | $1.75万 | 0.00% | 666 | 666 | — | $1.75万 | 新建仓 |
| ARCB | ARCBEST CORP | $1.75万 | 0.00% | 122 | 122 | — | $1.75万 | 新建仓 |
| BGS | B & G FOODS INC | $1.75万 | 0.00% | 4,405 | -6,879 | -61.0% | -$2.74万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1.75万 | 0.00% | 480 | 480 | — | $1.75万 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $1.75万 | 0.00% | 117 | 117 | — | $1.75万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $1.76万 | 0.00% | 220 | 220 | — | $1.76万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $1.76万 | 0.00% | 204 | 204 | — | $1.76万 | 新建仓 |
| BITQ | BITWISE FUNDS TRUST | $1.76万 | 0.00% | 718 | 718 | — | $1.76万 | 新建仓 |
| — | U S GOLD CORP | $1.76万 | 0.00% | 1,149 | 1,149 | — | $1.76万 | 新建仓 |
| YETI | YETI HLDGS INC | $1.76万 | 0.00% | 356 | 356 | — | $1.76万 | 新建仓 |
| WF | WOORI FINL GROUP INC | $1.77万 | 0.00% | 308 | 308 | — | $1.77万 | 新建仓 |
| FTDR | FRONTDOOR INC | $1.77万 | 0.00% | 228 | 228 | — | $1.77万 | 新建仓 |
| TDTT | FLEXSHARES TR | $1.77万 | 0.00% | 741 | 741 | — | $1.77万 | 新建仓 |
| — | GLOBAL X FDS | $1.77万 | 0.00% | 800 | 800 | — | $1.77万 | 新建仓 |
| CRCT | CRICUT INC | $1.78万 | 0.00% | 4,046 | 4,046 | — | $1.78万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $1.78万 | 0.00% | 3,832 | 3,832 | — | $1.78万 | 新建仓 |
| DBJP | DBX ETF TR | $1.78万 | 0.00% | 155 | 155 | — | $1.78万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $1.78万 | 0.00% | 861 | 861 | — | $1.78万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $1.78万 | 0.00% | 586 | 586 | — | $1.78万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $1.78万 | 0.00% | 1,120 | 1,120 | — | $1.78万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1.78万 | 0.00% | 2,885 | 2,885 | — | $1.78万 | 新建仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $1.79万 | 0.00% | 1,004 | 1,004 | — | $1.79万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $1.79万 | 0.00% | 872 | 872 | — | $1.79万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC | $1.79万 | 0.00% | 359 | 359 | — | $1.79万 | 新建仓 |
| RDNT | RADNET INC | $1.79万 | 0.00% | 291 | 291 | — | $1.79万 | 新建仓 |
| NRC | NRC HEALTH | $1.81万 | 0.00% | 839 | 839 | — | $1.81万 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $1.81万 | 0.00% | 1,631 | 1,631 | — | $1.81万 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $1.82万 | 0.00% | 881 | 881 | — | $1.82万 | 新建仓 |
| ILOW | AB ACTIVE ETFS INC | $1.82万 | 0.00% | 400 | 400 | — | $1.82万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1.82万 | 0.00% | 756 | 756 | — | $1.82万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $1.82万 | 0.00% | 823 | 823 | — | $1.82万 | 新建仓 |
| — | OMEGA FLEX INC | $1.82万 | 0.00% | 581 | 581 | — | $1.82万 | 新建仓 |
| — | MCCORMICK & CO INC | $1.82万 | 0.00% | 361 | 361 | — | $1.82万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP | $1.83万 | 0.00% | 1,115 | 1,115 | — | $1.83万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $1.83万 | 0.00% | 2,859 | 2,859 | — | $1.83万 | 新建仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $1.84万 | 0.00% | 1,167 | 1,167 | — | $1.84万 | 新建仓 |
| — | AMPLIFY ETF TR | $1.85万 | 0.00% | 160 | 160 | — | $1.85万 | 新建仓 |
| NVMI | NOVA LTD | $1.85万 | 0.00% | 34 | 34 | — | $1.85万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.85万 | 0.00% | 780 | 780 | — | $1.85万 | 新建仓 |
| ARQQ | ARQIT QUANTUM INC | $1.85万 | 0.00% | 624 | 624 | — | $1.85万 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC | $1.87万 | 0.00% | 8,765 | -6,193 | -41.4% | -$1.32万 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP | $1.87万 | 0.00% | 5,020 | -10,633 | -67.9% | -$3.96万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $1.87万 | 0.00% | 301 | 301 | — | $1.87万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $1.87万 | 0.00% | 645 | 645 | — | $1.87万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $1.88万 | 0.00% | 376 | 376 | — | $1.88万 | 新建仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $1.88万 | 0.00% | 461 | 461 | — | $1.88万 | 新建仓 |
| USNA | USANA HEALTH SCIENCES INC | $1.88万 | 0.00% | 882 | 882 | — | $1.88万 | 新建仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $1.89万 | 0.00% | 1,516 | 1,516 | — | $1.89万 | 新建仓 |
| ONIT | ONITY GROUP INC | $1.89万 | 0.00% | 475 | 475 | — | $1.89万 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $1.90万 | 0.00% | 416 | 416 | — | $1.90万 | 新建仓 |
| — | GLOBAL X FDS | $1.90万 | 0.00% | 766 | 766 | — | $1.90万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $1.90万 | 0.00% | 229 | 229 | — | $1.90万 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL | $1.90万 | 0.00% | 1,292 | 1,292 | — | $1.90万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $1.90万 | 0.00% | 5,162 | 5,162 | — | $1.90万 | 新建仓 |
| SPXL | DIREXION SHARES ETF TRUST | $1.91万 | 0.00% | 70 | 70 | — | $1.91万 | 新建仓 |