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 |
|---|---|---|---|---|---|---|---|---|
| XLB | STATE STREET | $1,142.35万 | 0.09% | 228,607 | 215,500 | 1,644.2% | $1,076.85万 | 加仓 |
| IGLB | ISHARES 10 | $1,147.10万 | 0.09% | 231,131 | 80,875 | 53.8% | $401.38万 | 加仓 |
| DFAX | DIMENSIONAL WORLD | $1,148.30万 | 0.09% | 338,034 | -177 | -0.1% | -$6,013 | 减仓 |
| — | SIMPLIFY US | $1,156.69万 | 0.09% | 293,039 | -30,859 | -9.5% | -$121.81万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $1,159.26万 | 0.09% | 30,236 | 8,931 | 41.9% | $342.42万 | 加仓 |
| XLI | STATE STREET | $1,160.50万 | 0.09% | 71,756 | 28,527 | 66.0% | $461.36万 | 加仓 |
| CPRT | COPART INC | $1,162.40万 | 0.09% | 350,121 | 148,892 | 74.0% | $494.32万 | 加仓 |
| GSIE | GOLDMAN SACHS | $1,174.21万 | 0.09% | 272,248 | 120,412 | 79.3% | $519.34万 | 加仓 |
| IAGG | ISHARES CORE | $1,193.67万 | 0.10% | 238,543 | 34,519 | 16.9% | $172.73万 | 加仓 |
| ORCL | ORACLE CORP | $1,200.79万 | 0.10% | 81,625 | 25,480 | 45.4% | $374.84万 | 加仓 |
| XMMO | INVESCO S&P | $1,209.83万 | 0.10% | 83,425 | 62,659 | 301.7% | $908.68万 | 加仓 |
| GS | GOLDMAN SACHS | $1,216.37万 | 0.10% | 14,378 | 7,131 | 98.4% | $603.28万 | 加仓 |
| DFAU | DIMENSIONAL US | $1,217.12万 | 0.10% | 269,752 | 246,580 | 1,064.1% | $1,112.57万 | 加仓 |
| SHY | ISHARES 1-3YR | $1,217.20万 | 0.10% | 147,415 | 2,337 | 1.6% | $19.30万 | 加仓 |
| IWF | ISHARES RUSSELL | $1,222.93万 | 0.10% | 28,680 | 12,197 | 74.0% | $520.09万 | 加仓 |
| FEGE | FIRST EAGLE | $1,225.09万 | 0.10% | 260,658 | 70,722 | 37.2% | $332.39万 | 重新持有 |
| AMT | AMERICAN TOWER | $1,228.35万 | 0.10% | 71,176 | 22,225 | 45.4% | $383.56万 | 加仓 |
| IEF | ISHARES 7-10YR | $1,236.79万 | 0.10% | 129,589 | 35,685 | 38.0% | $340.58万 | 加仓 |
| IWD | ISHARES RUSSELL | $1,239.23万 | 0.10% | 57,997 | 12,775 | 28.2% | $272.96万 | 加仓 |
| — | ALLSPRING EXCHANGE TRADED FU | $1,252.50万 | 0.10% | 500,001 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $1,258.67万 | 0.10% | 327,608 | 222,722 | 212.3% | $855.70万 | 加仓 |
| HIMU | ISHARES HIGH | $1,267.60万 | 0.10% | 264,193 | 54,845 | 26.2% | $263.15万 | 加仓 |
| AMAT | APPLIED MATERIALS | $1,280.76万 | 0.10% | 37,472 | 25,581 | 215.1% | $874.34万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $1,283.57万 | 0.10% | 238,715 | 126,829 | 113.4% | $681.96万 | 加仓 |
| XLG | INVESCO S&P | $1,293.74万 | 0.10% | 237,167 | -130,139 | -35.4% | -$709.91万 | 减仓 |
| FTQI | FIRST TRUST | $1,295.51万 | 0.10% | 650,358 | 476,864 | 274.9% | $949.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,298.52万 | 0.10% | 65,503 | 24,938 | 61.5% | $494.37万 | 加仓 |
| EYLD | CAMBRIA EMERGING | $1,300.49万 | 0.10% | 314,051 | 104,188 | 49.6% | $431.44万 | 加仓 |
| JHMM | JOHN HANCOCK | $1,304.18万 | 0.10% | 194,305 | 8,000 | 4.3% | $53.70万 | 加仓 |
| VHT | VANGUARD HEALTH | $1,318.23万 | 0.11% | 48,406 | 33,263 | 219.7% | $905.84万 | 加仓 |
| DFCF | DIMENSIONAL CORE | $1,320.05万 | 0.11% | 312,660 | 7,859 | 2.6% | $33.18万 | 加仓 |
| RTX | RTX CORP | $1,320.60万 | 0.11% | 68,460 | 25,618 | 59.8% | $494.17万 | 加仓 |
| JGLO | JPMORGAN GLOBAL | $1,328.56万 | 0.11% | 203,549 | 192,453 | 1,734.4% | $1,256.14万 | 加仓 |
| ABBV | ABBVIE INC | $1,347.31万 | 0.11% | 61,948 | 27,635 | 80.5% | $601.04万 | 加仓 |
| APH | AMPHENOL CORP | $1,361.23万 | 0.11% | 107,735 | 46,932 | 77.2% | $592.99万 | 加仓 |
| DFSD | DIMENSIONAL SHORT | $1,362.11万 | 0.11% | 284,484 | 16,709 | 6.2% | $80.00万 | 加仓 |
| PFE | PFIZER INC | $1,366.60万 | 0.11% | 486,681 | 222,593 | 84.3% | $625.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1,367.50万 | 0.11% | 272,410 | 143,497 | 111.3% | $720.35万 | 加仓 |
| MRK | MERCK & COMPANY | $1,373.93万 | 0.11% | 114,218 | 53,774 | 89.0% | $646.85万 | 加仓 |
| CSCO | CISCO SYSTEMS | $1,394.02万 | 0.11% | 179,665 | 91,268 | 103.2% | $708.15万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $1,400.51万 | 0.11% | 65,122 | 32,813 | 101.6% | $705.67万 | 加仓 |
| — | WISDOMTREE TR | $1,421.52万 | 0.11% | 216,976 | 37,631 | 21.0% | $246.54万 | 加仓 |
| LMT | LOCKHEED MARTIN | $1,421.64万 | 0.11% | 23,522 | 8,832 | 60.1% | $533.79万 | 加仓 |
| MCD | MCDONALDS CORP | $1,425.88万 | 0.11% | 45,879 | 25,999 | 130.8% | $808.03万 | 加仓 |
| VGSH | VANGUARD SHORT | $1,428.14万 | 0.11% | 243,960 | 8,543 | 3.6% | $50.01万 | 加仓 |
| CGGO | CAPITAL GROUP | $1,431.15万 | 0.11% | 428,873 | 83,104 | 24.0% | $277.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,435.81万 | 0.11% | 42,486 | 30,176 | 245.1% | $1,019.80万 | 加仓 |
| SPTI | STATE STREET | $1,453.58万 | 0.12% | 507,179 | 150,143 | 42.1% | $430.31万 | 加仓 |
| LRCX | LAM RESEARCH | $1,469.73万 | 0.12% | 68,788 | 49,278 | 252.6% | $1,052.88万 | 加仓 |
| PEP | PEPSICO INC | $1,470.93万 | 0.12% | 94,721 | 53,062 | 127.4% | $824.00万 | 加仓 |
| OMFL | INVESCO RUSSELL | $1,474.64万 | 0.12% | 245,282 | -3,677 | -1.5% | -$22.11万 | 减仓 |
| FANG | DIAMONDBACK ENERGY | $1,475.74万 | 0.12% | 74,612 | 17,815 | 31.4% | $352.36万 | 加仓 |
| RDVI | FIRST TRUST | $1,480.86万 | 0.12% | 579,593 | 216,296 | 59.5% | $552.64万 | 加仓 |
| VV | VANGUARD LARGE | $1,485.31万 | 0.12% | 49,701 | 7,745 | 18.5% | $231.46万 | 加仓 |
| SHLD | GLOBAL X | $1,488.69万 | 0.12% | 210,149 | 33,244 | 18.8% | $235.50万 | 加仓 |
| XLP | STATE STREET | $1,495.02万 | 0.12% | 182,365 | 135,095 | 285.8% | $1,107.51万 | 加仓 |
| GOVT | ISHARES U S | $1,496.47万 | 0.12% | 653,194 | 112,937 | 20.9% | $258.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,499.46万 | 0.12% | 44,384 | 25,935 | 140.6% | $876.18万 | 加仓 |
| GE | GE AEROSPACE | $1,502.12万 | 0.12% | 52,934 | 23,258 | 78.4% | $660.00万 | 加仓 |
| GEV | GE VERNOVA | $1,508.96万 | 0.12% | 17,287 | 8,013 | 86.4% | $699.45万 | 加仓 |
| XLV | STATE STREET | $1,522.72万 | 0.12% | 103,862 | 51,847 | 99.7% | $760.13万 | 加仓 |
| DFIV | DIMENSIONAL INTL | $1,534.43万 | 0.12% | 290,721 | 25,442 | 9.6% | $134.28万 | 加仓 |
| VONV | VANGUARD RUSSELL | $1,535.10万 | 0.12% | 163,761 | 84,902 | 107.7% | $795.87万 | 加仓 |
| MFSI | MFS ACTIVE | $1,544.66万 | 0.12% | 519,737 | 496,870 | 2,172.9% | $1,476.70万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL | $1,553.15万 | 0.12% | 287,674 | 6,754 | 2.4% | $36.46万 | 加仓 |
| AVUV | AVANTIS U S | $1,553.26万 | 0.12% | 140,605 | 52,381 | 59.4% | $578.65万 | 加仓 |
| JSCP | JPMORGAN SHORT | $1,563.83万 | 0.12% | 330,619 | 58,106 | 21.3% | $274.84万 | 重新持有 |
| IJK | ISHARES S&P | $1,579.04万 | 0.13% | 156,931 | 154,837 | 7,394.3% | $1,557.97万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,604.70万 | 0.13% | 672,268 | 672,268 | — | $1,604.70万 | 新建仓 |
| MBB | ISHARES MBS | $1,607.87万 | 0.13% | 169,338 | -115,420 | -40.5% | -$1,095.92万 | 减仓 |
| VLUE | ISHARES MSCI | $1,615.48万 | 0.13% | 113,615 | 47,900 | 72.9% | $681.09万 | 加仓 |
| AMD | ADVANCED MICRO | $1,619.82万 | 0.13% | 79,625 | 54,393 | 215.6% | $1,106.52万 | 加仓 |
| C | CITIGROUP INC | $1,633.05万 | 0.13% | 143,995 | 51,535 | 55.7% | $584.46万 | 加仓 |
| IVE | ISHARES S&P | $1,640.10万 | 0.13% | 77,675 | 14,744 | 23.4% | $311.32万 | 加仓 |
| PWR | QUANTA SERVICES | $1,642.81万 | 0.13% | 29,923 | 3,839 | 14.7% | $210.77万 | 加仓 |
| IVLU | ISHARES MSCI | $1,645.10万 | 0.13% | 414,592 | 17,366 | 4.4% | $68.91万 | 加仓 |
| JUCY | APTUS ENHANCED | $1,650.61万 | 0.13% | 745,196 | 299,099 | 67.0% | $662.50万 | 加仓 |
| FDVV | FIDELITY HIGH | $1,651.03万 | 0.13% | 298,882 | 17,277 | 6.1% | $95.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,652.79万 | 0.13% | 358,756 | 123,950 | 52.8% | $571.04万 | 重新持有 |
| IBM | INTL BUSINESS | $1,658.72万 | 0.13% | 68,432 | 38,786 | 130.8% | $940.13万 | 加仓 |
| USMC | PRINCIPAL US | $1,661.76万 | 0.13% | 258,390 | 16,738 | 6.9% | $107.65万 | 加仓 |
| ESGU | ISHARES ESG | $1,709.80万 | 0.14% | 120,902 | 29,472 | 32.2% | $416.79万 | 加仓 |
| VGT | VANGUARD INFORMATION | $1,721.14万 | 0.14% | 24,668 | 7,800 | 46.2% | $544.22万 | 加仓 |
| CAT | CATERPILLAR INC | $1,723.19万 | 0.14% | 24,323 | 11,327 | 87.2% | $802.47万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1,742.73万 | 0.14% | 587,570 | 443,487 | 307.8% | $1,315.38万 | 加仓 |
| NOW | SERVICENOW INC | $1,749.27万 | 0.14% | 167,314 | 93,123 | 125.5% | $973.60万 | 加仓 |
| NFLX | NETFLIX INC | $1,760.64万 | 0.14% | 183,114 | 99,852 | 119.9% | $960.08万 | 加仓 |
| FRDM | FREEDOM 100 | $1,767.34万 | 0.14% | 323,392 | 196,280 | 154.4% | $1,072.67万 | 加仓 |
| IWM | ISHARES RUSSELL | $1,768.51万 | 0.14% | 71,311 | 19,287 | 37.1% | $478.32万 | 加仓 |
| VXUS | VANGUARD TOTAL | $1,804.19万 | 0.14% | 233,976 | 18,837 | 8.8% | $145.25万 | 加仓 |
| IBTI | ISHARES IBONDS | $1,804.81万 | 0.14% | 809,948 | 221,499 | 37.6% | $493.57万 | 加仓 |
| IDEV | ISHARES CORE | $1,821.28万 | 0.15% | 217,934 | 159,471 | 272.8% | $1,332.70万 | 加仓 |
| FTA | FIRST TRUST | $1,832.94万 | 0.15% | 198,478 | 188,219 | 1,834.7% | $1,738.20万 | 加仓 |
| BAC | BANK AMERICA | $1,851.93万 | 0.15% | 379,883 | 195,990 | 106.6% | $955.45万 | 加仓 |
| XLE | STATE STREET | $1,858.91万 | 0.15% | 303,446 | 181,510 | 148.9% | $1,111.93万 | 加仓 |
| JAVA | JPMORGAN ACTIVE | $1,889.50万 | 0.15% | 263,344 | 259,054 | 6,038.6% | $1,858.72万 | 加仓 |
| SPSM | STATE STREET | $1,942.42万 | 0.15% | 401,991 | 79,689 | 24.7% | $385.06万 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $1,948.29万 | 0.16% | 107,391 | 7,436 | 7.4% | $134.90万 | 加仓 |
| — | DIMENSIONAL US | $1,954.01万 | 0.16% | 531,559 | 145,136 | 37.6% | $533.52万 | 加仓 |
| NBSD | NEUBERGER SHORT | $1,967.02万 | 0.16% | 387,897 | 378,945 | 4,233.1% | $1,921.63万 | 加仓 |