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 |
|---|---|---|---|---|---|---|---|---|
| CGUS | CAPITAL GROUP | $686.27万 | 0.05% | 178,623 | 17,234 | 10.7% | $66.21万 | 加仓 |
| CSHI | NEOS ETF TRUST | $692.08万 | 0.06% | 139,029 | -3,214 | -2.3% | -$16.00万 | 减仓 |
| CGGR | CAPITAL GROUP | $694.22万 | 0.06% | 172,735 | 36,389 | 26.7% | $146.25万 | 加仓 |
| UITB | VICTORYSHARES CORE | $695.11万 | 0.06% | 147,841 | 33,592 | 29.4% | $157.94万 | 加仓 |
| SCHF | SCHWAB INTL | $698.28万 | 0.06% | 282,132 | 76,042 | 36.9% | $188.20万 | 加仓 |
| ADM | ARCHER DANIELS | $700.21万 | 0.06% | 96,328 | 2,281 | 2.4% | $16.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $701.08万 | 0.06% | 97,467 | 39,279 | 67.5% | $282.53万 | 加仓 |
| SGOV | ISHARES 0-3 | $702.74万 | 0.06% | 69,813 | 24,343 | 53.5% | $245.04万 | 加仓 |
| KNG | FIRST TRUST | $703.01万 | 0.06% | 144,325 | -21,626 | -13.0% | -$105.34万 | 减仓 |
| INTC | INTEL CORP | $703.31万 | 0.06% | 159,372 | 50,753 | 46.7% | $223.97万 | 加仓 |
| NEE | NEXTERA ENERGY | $704.71万 | 0.06% | 75,873 | 31,748 | 72.0% | $294.88万 | 加仓 |
| — | RETURN STACKED | $713.25万 | 0.06% | 378,380 | -40,235 | -9.6% | -$75.84万 | 减仓 |
| VT | VANGUARD TOTAL | $714.51万 | 0.06% | 51,657 | 7,174 | 16.1% | $99.23万 | 加仓 |
| IBDR | ISHARES IBONDS | $719.51万 | 0.06% | 296,826 | 60,147 | 25.4% | $145.80万 | 加仓 |
| FDX | FEDEX CORP | $719.90万 | 0.06% | 20,212 | 12,194 | 152.1% | $434.32万 | 加仓 |
| CRM | SALESFORCE INC | $722.96万 | 0.06% | 38,729 | 21,250 | 121.6% | $396.68万 | 加仓 |
| BX | BLACKSTONE INC | $724.33万 | 0.06% | 62,990 | 35,246 | 127.0% | $405.30万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $725.70万 | 0.06% | 5,263 | 1,558 | 42.1% | $214.83万 | 加仓 |
| BA | BOEING COMPANY | $727.55万 | 0.06% | 36,555 | 12,908 | 54.6% | $256.91万 | 加仓 |
| IBHF | ISHARES IBONDS | $731.03万 | 0.06% | 318,533 | -8,039 | -2.5% | -$18.45万 | 减仓 |
| IOT | SAMSARA INC | $740.57万 | 0.06% | 233,691 | 6,150 | 2.7% | $19.49万 | 加仓 |
| SCHZ | SCHWAB AGGREGATE | $740.96万 | 0.06% | 319,105 | 85,843 | 36.8% | $199.33万 | 加仓 |
| VONG | VANGUARD RUSSELL | $741.45万 | 0.06% | 67,595 | 55,491 | 458.5% | $608.68万 | 加仓 |
| IOO | ISHARES GLOBAL | $744.14万 | 0.06% | 61,514 | 5,583 | 10.0% | $67.54万 | 加仓 |
| FV | FIRST TRUST | $748.97万 | 0.06% | 123,925 | -34,504 | -21.8% | -$208.53万 | 减仓 |
| IBTJ | ISHARES IBONDS | $751.28万 | 0.06% | 343,944 | 188,824 | 121.7% | $412.45万 | 加仓 |
| CI | CIGNA GROUP | $751.66万 | 0.06% | 28,178 | 21,089 | 297.5% | $562.56万 | 加仓 |
| XAR | STATE STREER | $751.99万 | 0.06% | 29,608 | 3,111 | 11.7% | $79.01万 | 加仓 |
| CFO | VICTORYSHARES US | $754.28万 | 0.06% | 101,720 | -847 | -0.8% | -$6.28万 | 减仓 |
| SO | SOUTHERN COMPANY | $761.87万 | 0.06% | 78,934 | 55,400 | 235.4% | $534.72万 | 加仓 |
| IGSB | ISHARES 1-5 | $767.91万 | 0.06% | 146,102 | 67,418 | 85.7% | $354.35万 | 加仓 |
| EMB | ISHARES JPMORGAN | $770.12万 | 0.06% | 81,989 | 10,702 | 15.0% | $100.52万 | 加仓 |
| DIVI | FRANKLIN INTL | $779.24万 | 0.06% | 195,741 | 1,359 | 0.7% | $5.41万 | 重新持有 |
| CGBL | CAPITAL GROUP | $779.49万 | 0.06% | 226,531 | 31,551 | 16.2% | $108.57万 | 加仓 |
| AXON | AXON ENTERPRISE | $779.94万 | 0.06% | 18,365 | 17,335 | 1,683.0% | $736.20万 | 加仓 |
| SPMO | INVESCO S&P | $780.46万 | 0.06% | 69,615 | 21,309 | 44.1% | $238.90万 | 加仓 |
| ASML | ASML HOLDING | $782.37万 | 0.06% | 5,923 | 4,023 | 211.7% | $531.40万 | 加仓 |
| SCHV | SCHWAB US | $783.71万 | 0.06% | 256,953 | 60,620 | 30.9% | $184.89万 | 加仓 |
| IEV | ISHARES EUROPE | $784.20万 | 0.06% | 115,425 | -25,169 | -17.9% | -$171.00万 | 减仓 |
| CDC | VICTORYSHARES U S | $786.43万 | 0.06% | 110,100 | 2,636 | 2.5% | $18.83万 | 加仓 |
| EFA | ISHARES MSCI | $788.48万 | 0.06% | 81,177 | 53,150 | 189.6% | $516.25万 | 加仓 |
| PTRB | PGIM ETF TR | $790.50万 | 0.06% | 190,437 | 1,813 | 1.0% | $7.53万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $795.08万 | 0.06% | 20,365 | 672 | 3.4% | $26.24万 | 加仓 |
| TUSI | TOUCHSTONE ULTRA | $795.13万 | 0.06% | 314,033 | 305,923 | 3,772.2% | $774.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $800.89万 | 0.06% | 29,598 | 13,452 | 83.3% | $363.99万 | 加仓 |
| TJX | TJX COS | $801.10万 | 0.06% | 50,163 | 25,985 | 107.5% | $414.98万 | 加仓 |
| SKYY | FIRST TRUST | $807.51万 | 0.06% | 73,840 | 66,421 | 895.3% | $726.38万 | 加仓 |
| SCZ | ISHARES MSCI | $809.97万 | 0.06% | 103,300 | 4,171 | 4.2% | $32.70万 | 加仓 |
| MO | ALTRIA GROUP | $813.78万 | 0.06% | 123,318 | 67,243 | 119.9% | $443.74万 | 加仓 |
| EMGF | ISHARES MSCI | $814.28万 | 0.06% | 134,748 | 115,154 | 587.7% | $695.88万 | 加仓 |
| FIXD | FIRST TRUST | $825.28万 | 0.07% | 189,328 | 147,423 | 351.8% | $642.62万 | 加仓 |
| AMGN | AMGEN INC | $831.86万 | 0.07% | 23,642 | 8,143 | 52.5% | $286.52万 | 加仓 |
| KVYO | KLAVIYO INC | $836.43万 | 0.07% | 429,820 | 364,181 | 554.8% | $708.70万 | 加仓 |
| AXP | AMERICAN EXPRESS | $847.99万 | 0.07% | 28,034 | 12,345 | 78.7% | $373.42万 | 加仓 |
| HTRB | HARTFORD TOTAL | $857.14万 | 0.07% | 254,044 | 240,589 | 1,788.1% | $811.75万 | 加仓 |
| BDYN | ISHARES DYNAMIC | $859.79万 | 0.07% | 353,677 | 316,261 | 845.3% | $768.83万 | 加仓 |
| SPTS | STATE STREET | $876.87万 | 0.07% | 300,504 | 108,638 | 56.6% | $317.01万 | 加仓 |
| VTIP | VANGUARD SHORT | $881.76万 | 0.07% | 176,528 | -5,362 | -2.9% | -$26.78万 | 减仓 |
| FDV | FEDERATED HERMES | $894.21万 | 0.07% | 290,327 | 207,792 | 251.8% | $640.00万 | 加仓 |
| IJS | ISHARES S&P | $895.36万 | 0.07% | 75,590 | 2,188 | 3.0% | $25.92万 | 加仓 |
| WFC | WELLS FARGO | $898.22万 | 0.07% | 112,828 | 64,856 | 135.2% | $516.32万 | 加仓 |
| COF | CAPITAL ONE | $909.15万 | 0.07% | 49,836 | 36,612 | 276.9% | $667.91万 | 加仓 |
| SCHA | SCHWAB US | $909.51万 | 0.07% | 312,761 | 164,380 | 110.8% | $478.02万 | 加仓 |
| SHYG | ISHARES | $911.94万 | 0.07% | 215,537 | 151,129 | 234.6% | $639.43万 | 加仓 |
| FTGS | FIRST TRUST | $915.45万 | 0.07% | 268,888 | -111,837 | -29.4% | -$380.76万 | 减仓 |
| DGCB | DIMENSIONAL GLOBAL | $915.46万 | 0.07% | 169,108 | 2,817 | 1.7% | $15.25万 | 加仓 |
| SRLN | STATE STREET | $918.71万 | 0.07% | 228,877 | 10,944 | 5.0% | $43.93万 | 加仓 |
| T | AT&T INC | $922.98万 | 0.07% | 318,379 | 179,344 | 129.0% | $519.92万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE | $923.43万 | 0.07% | 111,593 | 9,673 | 9.5% | $80.04万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING | $928.79万 | 0.07% | 268,823 | 492 | 0.2% | $1.70万 | 加仓 |
| IBMO | ISHARES IBONDS | $939.33万 | 0.07% | 366,495 | -10,301 | -2.7% | -$26.40万 | 减仓 |
| SUB | ISHARES SHORT | $939.97万 | 0.07% | 88,260 | 55,301 | 167.8% | $588.96万 | 加仓 |
| PANW | PALO ALTO | $948.29万 | 0.08% | 59,150 | 31,092 | 110.8% | $498.46万 | 加仓 |
| CHE | CHEMED CORP | $956.17万 | 0.08% | 25,313 | 7,709 | 43.8% | $291.20万 | 加仓 |
| XLU | STATE STREET | $965.94万 | 0.08% | 210,489 | 106,860 | 103.1% | $490.38万 | 加仓 |
| MA | MASTERCARD INC | $970.97万 | 0.08% | 19,432 | 6,104 | 45.8% | $305.00万 | 加仓 |
| TLH | ISHARES 10-20YR | $980.19万 | 0.08% | 97,318 | 23,504 | 31.8% | $236.73万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL | $981.13万 | 0.08% | 204,700 | 14,037 | 7.4% | $67.28万 | 加仓 |
| SPMD | STATE STREET | $985.85万 | 0.08% | 166,472 | 80,004 | 92.5% | $473.78万 | 加仓 |
| PM | PHILIP MORRIS | $1,013.73万 | 0.08% | 61,312 | 32,647 | 113.9% | $539.78万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE | $1,017.31万 | 0.08% | 170,833 | 170,833 | — | $1,017.31万 | 新建仓 |
| SLYG | STATE STREET | $1,024.31万 | 0.08% | 106,014 | 29,655 | 38.8% | $286.53万 | 加仓 |
| SMLF | ISHARES MSCI | $1,026.25万 | 0.08% | 135,945 | 127,641 | 1,537.1% | $963.56万 | 加仓 |
| HELO | JPMORGAN HEDGED | $1,038.30万 | 0.08% | 162,463 | -35,249 | -17.8% | -$225.28万 | 减仓 |
| JEPQ | JPMORGAN | $1,040.94万 | 0.08% | 187,489 | 83,856 | 80.9% | $465.57万 | 加仓 |
| USTB | VICTORYSHARES SHORT | $1,044.33万 | 0.08% | 206,471 | 67,271 | 48.3% | $340.26万 | 加仓 |
| CGDG | CAPITAL GROUP | $1,046.53万 | 0.08% | 291,513 | 69,394 | 31.2% | $249.12万 | 加仓 |
| BUFQ | FIRST TRUST | $1,051.15万 | 0.08% | 297,608 | 12,587 | 4.4% | $44.46万 | 加仓 |
| JQUA | JPMORGAN US | $1,060.22万 | 0.08% | 172,899 | 148,405 | 605.9% | $910.02万 | 加仓 |
| LGOV | FIRST TRUST | $1,063.59万 | 0.08% | 493,086 | -162,272 | -24.8% | -$350.02万 | 减仓 |
| CGMS | CAPITAL GROUP | $1,076.97万 | 0.09% | 395,509 | 24,763 | 6.7% | $67.43万 | 加仓 |
| IXN | ISHARES GLOBAL | $1,080.73万 | 0.09% | 108,105 | -7,893 | -6.8% | -$78.91万 | 减仓 |
| BSV | VANGUARD SHORT | $1,084.23万 | 0.09% | 138,278 | 93,765 | 210.6% | $735.21万 | 加仓 |
| PMBS | PIMCO MTG | $1,085.95万 | 0.09% | 218,941 | -19,857 | -8.3% | -$98.49万 | 减仓 |
| IUSV | ISHARES CORE | $1,087.86万 | 0.09% | 106,391 | 2,735 | 2.6% | $27.97万 | 加仓 |
| BR | BROADRIDGE FINANCIAL | $1,092.81万 | 0.09% | 67,258 | 32,494 | 93.5% | $527.96万 | 加仓 |
| DVY | ISHARES SELECT | $1,098.57万 | 0.09% | 72,556 | 14,499 | 25.0% | $219.53万 | 加仓 |
| KO | COCA COLA COMPANY | $1,112.08万 | 0.09% | 146,231 | 63,492 | 76.7% | $482.86万 | 加仓 |
| KRE | SPDR S&P | $1,128.78万 | 0.09% | 173,258 | 159,770 | 1,184.5% | $1,040.90万 | 加仓 |
| BMY | BRISTOL MYERS | $1,132.36万 | 0.09% | 186,704 | 111,405 | 148.0% | $675.67万 | 加仓 |