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 |
|---|---|---|---|---|---|---|---|---|
| — | ALPS ETF TR | $2.41万 | 0.00% | 794 | 794 | — | $2.41万 | 新建仓 |
| CELC | CELCUITY INC | $2.41万 | 0.00% | 231 | 231 | — | $2.41万 | 新建仓 |
| WU | WESTERN UN CO | $2.42万 | 0.00% | 3,138 | 3,138 | — | $2.42万 | 新建仓 |
| CASS | CASS INFORMATION SYS INC | $2.42万 | 0.00% | 471 | 471 | — | $2.42万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $2.43万 | 0.00% | 0 | 0 | — | — | 清仓 |
| MSBI | MIDLAND STATES BANCORP INC | $2.43万 | 0.00% | 780 | 780 | — | $2.43万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2.43万 | 0.00% | 1,077 | 1,077 | — | $2.43万 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2.45万 | 0.00% | 1,673 | 1,673 | — | $2.45万 | 新建仓 |
| CGNT | COGNYTE SOFTWARE LTD | $2.45万 | 0.00% | 2,788 | 2,788 | — | $2.45万 | 新建仓 |
| DNUT | KRISPY KREME INC | $2.45万 | 0.00% | 6,937 | 6,937 | — | $2.45万 | 新建仓 |
| — | TOUCHSTONE ETF TRUST | $2.45万 | 0.00% | 928 | 928 | — | $2.45万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $2.45万 | 0.00% | 336 | 336 | — | $2.45万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.45万 | 0.00% | 878 | 878 | — | $2.45万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $2.46万 | 0.00% | 1,349 | 1,349 | — | $2.46万 | 新建仓 |
| — | STRATEGY INC | $2.46万 | 0.00% | 418 | 418 | — | $2.46万 | 新建仓 |
| TBBK | BANCORP INC DEL | $2.46万 | 0.00% | 393 | 393 | — | $2.46万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2.46万 | 0.00% | 469 | 469 | — | $2.46万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $2.47万 | 0.00% | 548 | 548 | — | $2.47万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $2.47万 | 0.00% | 155 | 155 | — | $2.47万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $2.47万 | 0.00% | 1,055 | 1,055 | — | $2.47万 | 新建仓 |
| — | LIFEMD INC | $2.48万 | 0.00% | 5,997 | 5,997 | — | $2.48万 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $2.48万 | 0.00% | 933 | 933 | — | $2.48万 | 新建仓 |
| — | WESTERN ASSET INVT GRADE OPP | $2.48万 | 0.00% | 1,540 | 1,540 | — | $2.48万 | 新建仓 |
| KRT | KARAT PACKAGING INC | $2.49万 | 0.00% | 745 | 745 | — | $2.49万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $2.49万 | 0.00% | 3,645 | 3,645 | — | $2.49万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $2.50万 | 0.00% | 1,712 | 1,712 | — | $2.50万 | 新建仓 |
| — | RH 看涨期权 | $2.50万 | 0.00% | 4 | 4 | — | $2.50万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $2.51万 | 0.00% | 220 | 220 | — | $2.51万 | 新建仓 |
| GEF/B | GREIF INC | $2.51万 | 0.00% | 268 | 268 | — | $2.51万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $2.51万 | 0.00% | 2,975 | 2,975 | — | $2.51万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $2.51万 | 0.00% | 1,782 | 1,782 | — | $2.51万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $2.51万 | 0.00% | 890 | 890 | — | $2.51万 | 新建仓 |
| NVRI | ENVIRI CORP | $2.51万 | 0.00% | 1,145 | 1,145 | — | $2.51万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2.51万 | 0.00% | 1,151 | 1,151 | — | $2.51万 | 新建仓 |
| NAVN | NAVAN INC | $2.52万 | 0.00% | 1,100 | 1,100 | — | $2.52万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $2.52万 | 0.00% | 778 | 778 | — | $2.52万 | 新建仓 |
| GCO | GENESCO INC | $2.52万 | 0.00% | 746 | 746 | — | $2.52万 | 新建仓 |
| ALG | ALAMO GROUP INC | $2.53万 | 0.00% | 154 | 154 | — | $2.53万 | 新建仓 |
| IDT | IDT CORP | $2.54万 | 0.00% | 436 | 436 | — | $2.54万 | 新建仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $2.55万 | 0.00% | 200 | 200 | — | $2.55万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $2.55万 | 0.00% | 5,775 | 5,775 | — | $2.55万 | 新建仓 |
| WAFD | WAFD INC | $2.55万 | 0.00% | 665 | 665 | — | $2.55万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $2.55万 | 0.00% | 1,608 | 1,608 | — | $2.55万 | 新建仓 |
| DMC | DEL MONTE CORP | $2.55万 | 0.00% | 915 | 915 | — | $2.55万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $2.56万 | 0.00% | 8,604 | 8,604 | — | $2.56万 | 新建仓 |
| — | SPDR SERIES TRUST | $2.56万 | 0.00% | 226 | 226 | — | $2.56万 | 新建仓 |
| — | STELLUS CAP INVT CORP | $2.56万 | 0.00% | 3,044 | 3,044 | — | $2.56万 | 新建仓 |
| — | NEOS ETF TRUST | $2.57万 | 0.00% | 516 | 516 | — | $2.57万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $2.57万 | 0.00% | 666 | 666 | — | $2.57万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $2.57万 | 0.00% | 127 | 127 | — | $2.57万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP | $2.57万 | 0.00% | 1,382 | 1,382 | — | $2.57万 | 新建仓 |
| TSEC | TOUCHSTONE ETF TRUST | $2.58万 | 0.00% | 1,000 | 1,000 | — | $2.58万 | 新建仓 |
| SITC | SITE CTRS CORP | $2.59万 | 0.00% | 6,514 | 6,514 | — | $2.59万 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $2.59万 | 0.00% | 729 | 729 | — | $2.59万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $2.60万 | 0.00% | 968 | 968 | — | $2.60万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $2.61万 | 0.00% | 1,700 | 1,700 | — | $2.61万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $2.61万 | 0.00% | 150 | 150 | — | $2.61万 | 新建仓 |
| HCMT | DIREXION SHARES ETF TRUST | $2.61万 | 0.00% | 623 | 623 | — | $2.61万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2.61万 | 0.00% | 829 | 829 | — | $2.61万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $2.62万 | 0.00% | 327 | 327 | — | $2.62万 | 新建仓 |
| MHO | M/I HOMES INC | $2.62万 | 0.00% | 163 | 163 | — | $2.62万 | 新建仓 |
| XES | SPDR SERIES TRUST | $2.62万 | 0.00% | 234 | -8,146 | -97.2% | -$91.30万 | 减仓 |
| MFA | MFA FINL INC | $2.62万 | 0.00% | 2,707 | 2,707 | — | $2.62万 | 新建仓 |
| — | SIMULATIONS PLUS INC | $2.64万 | 0.00% | 1,444 | 1,444 | — | $2.64万 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $2.64万 | 0.00% | 1,040 | 1,040 | — | $2.64万 | 新建仓 |
| QVMM | INVESCO EXCH TRADED FD TR II | $2.64万 | 0.00% | 734 | 734 | — | $2.64万 | 新建仓 |
| CRAI | CRA INTL INC | $2.65万 | 0.00% | 186 | 186 | — | $2.65万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $2.65万 | 0.00% | 5,295 | 5,295 | — | $2.65万 | 新建仓 |
| TSCV | THRIVENT ETF TRUST | $2.65万 | 0.00% | 811 | 811 | — | $2.65万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $2.65万 | 0.00% | 3,700 | 3,700 | — | $2.65万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $2.66万 | 0.00% | 76 | 76 | — | $2.66万 | 新建仓 |
| DOLE | DOLE PLC | $2.66万 | 0.00% | 1,941 | 1,941 | — | $2.66万 | 新建仓 |
| HSTM | HEALTHSTREAM INC | $2.66万 | 0.00% | 977 | 977 | — | $2.66万 | 新建仓 |
| RDWR | RADWARE LTD | $2.66万 | 0.00% | 863 | 863 | — | $2.66万 | 新建仓 |
| PI | IMPINJ INC | $2.66万 | 0.00% | 186 | -2,466 | -93.0% | -$35.32万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $2.67万 | 0.00% | 1,918 | 1,918 | — | $2.67万 | 新建仓 |
| IDOG | ALPS ETF TR | $2.67万 | 0.00% | 648 | 648 | — | $2.67万 | 新建仓 |
| IMTM | ISHARES TR | $2.67万 | 0.00% | 501 | 501 | — | $2.67万 | 新建仓 |
| — | DAWSON GEOPHYSICAL CO NEW | $2.67万 | 0.00% | 4,500 | 4,500 | — | $2.67万 | 新建仓 |
| — | TILRAY BRANDS INC | $2.68万 | 0.00% | 5,967 | 5,967 | — | $2.68万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $2.68万 | 0.00% | 561 | 561 | — | $2.68万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $2.68万 | 0.00% | 8,790 | 8,790 | — | $2.68万 | 新建仓 |
| HYGV | FLEXSHARES TR | $2.69万 | 0.00% | 667 | 667 | — | $2.69万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $2.69万 | 0.00% | 85 | 85 | — | $2.69万 | 新建仓 |
| ADNT | ADIENT PLC | $2.69万 | 0.00% | 1,462 | 1,462 | — | $2.69万 | 新建仓 |
| IEZ | ISHARES TR | $2.69万 | 0.00% | 1,000 | 1,000 | — | $2.69万 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $2.69万 | 0.00% | 1,472 | 1,472 | — | $2.69万 | 新建仓 |
| BIO | BIO RAD LABS INC | $2.69万 | 0.00% | 92 | 92 | — | $2.69万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $2.70万 | 0.00% | 338 | 338 | — | $2.70万 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $2.70万 | 0.00% | 1,097 | 1,097 | — | $2.70万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2.70万 | 0.00% | 231 | 231 | — | $2.70万 | 新建仓 |
| SSYS | STRATASYS LTD | $2.71万 | 0.00% | 3,171 | 3,171 | — | $2.71万 | 新建仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $2.72万 | 0.00% | 936 | 936 | — | $2.72万 | 新建仓 |
| IMNM | IMMUNOME INC | $2.72万 | 0.00% | 1,282 | 1,282 | — | $2.72万 | 新建仓 |
| — | ACUMEN PHARMACEUTICALS INC | $2.72万 | 0.00% | 10,179 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.72万 | 0.00% | 1,014 | 1,014 | — | $2.72万 | 新建仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $2.73万 | 0.00% | 2,483 | 2,483 | — | $2.73万 | 新建仓 |
| SABR | SABRE CORP | $2.73万 | 0.00% | 13,065 | -1,698 | -11.5% | -$3,549 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $2.74万 | 0.00% | 800 | 800 | — | $2.74万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $2.75万 | 0.00% | 1,236 | 1,236 | — | $2.75万 | 新建仓 |