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 |
|---|---|---|---|---|---|---|---|---|
| XLK | STATE STREET | $6,599.61万 | 0.53% | 496,584 | 235,527 | 90.2% | $3,130.16万 | 加仓 |
| BINC | ISHARES FLEXIBLE | $7,050.07万 | 0.56% | 1,357,611 | 256,891 | 23.3% | $1,334.03万 | 加仓 |
| QQQM | INVESCO NASDAQ | $7,546.24万 | 0.60% | 317,576 | 29,283 | 10.2% | $695.82万 | 加仓 |
| IEMG | ISHARES CORE | $7,715.80万 | 0.62% | 1,106,205 | 249,780 | 29.2% | $1,742.22万 | 加仓 |
| SPYV | STATE STREET | $8,390.18万 | 0.67% | 1,482,888 | 262,295 | 21.5% | $1,484.06万 | 加仓 |
| SCHX | SCHWAB US | $8,942.53万 | 0.71% | 3,487,726 | 335,793 | 10.7% | $860.97万 | 加仓 |
| OSCV | OPUS SMALL | $9,115.91万 | 0.73% | 2,311,338 | 329,270 | 16.6% | $1,298.64万 | 加仓 |
| DUBS | APTUS LARGE | $9,216.82万 | 0.74% | 2,555,969 | 484,010 | 23.4% | $1,745.34万 | 加仓 |
| GSEW | GOLDMAN SACHS | $1.02亿 | 0.81% | 1,199,560 | -10,956 | -0.9% | -$92.75万 | 减仓 |
| DYNF | ISHARES U S | $1.03亿 | 0.82% | 1,765,206 | 65,405 | 3.8% | $380.53万 | 加仓 |
| BND | VANGUARD TOTAL | $1.05亿 | 0.84% | 1,426,107 | 272,044 | 23.6% | $2,003.33万 | 加仓 |
| SPYG | STATE STREET | $1.05亿 | 0.84% | 1,073,283 | 282,259 | 35.7% | $2,763.60万 | 加仓 |
| AMZN | AMAZON COM | $1.10亿 | 0.87% | 526,571 | 240,303 | 83.9% | $5,004.79万 | 加仓 |
| SPYM | STATE STREET | $1.11亿 | 0.89% | 1,451,918 | 321,601 | 28.5% | $2,461.53万 | 加仓 |
| IDUB | APTUS INTL | $1.12亿 | 0.89% | 4,521,406 | 1,356,121 | 42.8% | $3,345.55万 | 加仓 |
| QQQ | INVESCO QQQ | $1.13亿 | 0.90% | 196,414 | 73,590 | 59.9% | $4,247.48万 | 加仓 |
| VOO | VANGUARD S&P | $1.14亿 | 0.91% | 191,231 | 112,457 | 142.8% | $6,719.86万 | 加仓 |
| — | DIMENSIONAL US | $1.22亿 | 0.97% | 3,142,236 | 583,392 | 22.8% | $2,267.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.34亿 | 1.07% | 360,796 | 142,030 | 64.9% | $5,257.52万 | 加仓 |
| SPY | STATE STREET | $1.49亿 | 1.19% | 228,905 | 123,437 | 117.0% | $8,027.60万 | 加仓 |
| QUAL | ISHARES MSCI | $1.51亿 | 1.20% | 785,050 | 260,443 | 49.6% | $4,995.56万 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS | $1.69亿 | 1.35% | 2,315,751 | 300,500 | 14.9% | $2,197.26万 | 加仓 |
| DRSK | APTUS DEFINED | $2.02亿 | 1.61% | 7,394,435 | 1,426,392 | 23.9% | $3,898.33万 | 加仓 |
| NVDA | NVIDIA CORP | $2.15亿 | 1.71% | 1,232,239 | 624,607 | 102.8% | $1.09亿 | 加仓 |
| IVV | ISHARES CORE | $2.34亿 | 1.86% | 357,617 | 90,196 | 33.7% | $5,891.70万 | 加仓 |
| AAPL | APPLE INC | $2.57亿 | 2.05% | 1,013,896 | 451,671 | 80.3% | $1.15亿 | 加仓 |
| ACIO | APTUS COLLARED | $3.30亿 | 2.63% | 7,858,581 | 1,779,082 | 29.3% | $7,465.03万 | 加仓 |
| BKLC | BNY MELLON | $3.61亿 | 2.88% | 2,889,746 | 467,334 | 19.3% | $5,832.79万 | 加仓 |