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 |
|---|---|---|---|---|---|---|---|---|
| SION | SIONNA THERAPEUTICS INC | $264 | 0.00% | 6 | 6 | — | $264 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $265 | 0.00% | 11 | 11 | — | $265 | 新建仓 |
| ALLT | ALLOT LTD | $266 | 0.00% | 30 | 30 | — | $266 | 新建仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $266 | 0.00% | 11 | 11 | — | $266 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $270 | 0.00% | 130 | 130 | — | $270 | 新建仓 |
| SVRA | SAVARA INC | $271 | 0.00% | 44 | 44 | — | $271 | 新建仓 |
| — | EMERALD HOLDING INC | $272 | 0.00% | 54 | 54 | — | $272 | 新建仓 |
| — | FITLIFE BRANDS INC | $275 | 0.00% | 25 | 25 | — | $275 | 新建仓 |
| — | ACTUATE THERAPEUTICS INC | $278 | 0.00% | 181 | 181 | — | $278 | 新建仓 |
| — | FINWISE BANCORP | $280 | 0.00% | 19 | 19 | — | $280 | 新建仓 |
| — | KAZIA THERAPEUTICS LTD | $282 | 0.00% | 20 | 20 | — | $282 | 新建仓 |
| — | NUCANA PLC | $286 | 0.00% | 188 | 188 | — | $286 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $286 | 0.00% | 25 | 25 | — | $286 | 新建仓 |
| — | CADRENAL THERAPEUTICS INC | $287 | 0.00% | 86 | 86 | — | $287 | 新建仓 |
| — | COHEN & STEERS CLOSED-END | $291 | 0.00% | 21 | 21 | — | $291 | 新建仓 |
| — | BCP INVESTMENT CORPORATION | $292 | 0.00% | 40 | 40 | — | $292 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $300 | 0.00% | 11 | 11 | — | $300 | 新建仓 |
| — | NATHANS FAMOUS INC | $306 | 0.00% | 3 | 3 | — | $306 | 新建仓 |
| — | WISDOMTREE TR | $312 | 0.00% | 8 | 8 | — | $312 | 新建仓 |
| LAES | SEALSQ CORP | $315 | 0.00% | 100 | 100 | — | $315 | 新建仓 |
| STAA | STAAR SURGICAL CO | $316 | 0.00% | 11 | -11,583 | -99.9% | -$33.27万 | 减仓 |
| — | LARGO INC | $318 | 0.00% | 500 | 500 | — | $318 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $319 | 0.00% | 23 | 23 | — | $319 | 新建仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $319 | 0.00% | 24 | 24 | — | $319 | 新建仓 |
| — | ORGANIGRAM GLOBAL INC | $321 | 0.00% | 315 | 315 | — | $321 | 新建仓 |
| — | SOUTHLAND HLDGS INC | $321 | 0.00% | 483 | 483 | — | $321 | 新建仓 |
| — | SBC MED GROUP HLDGS INC | $321 | 0.00% | 104 | 104 | — | $321 | 新建仓 |
| — | VALHI INC NEW | $323 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CAMBRIA ETF TR | $323 | 0.00% | 33 | 33 | — | $323 | 新建仓 |
| — | ADC THERAPEUTICS SA | $323 | 0.00% | 302 | 302 | — | $323 | 新建仓 |
| — | HF FOODS GROUP INC | $327 | 0.00% | 233 | 233 | — | $327 | 新建仓 |
| — | LIVEWIRE GROUP INC | $328 | 0.00% | 296 | 296 | — | $328 | 新建仓 |
| — | CYTOSORBENTS CORP | $329 | 0.00% | 879 | 879 | — | $329 | 新建仓 |
| AII | AMERICAN INTEGRITY INS GROUP | $338 | 0.00% | 18 | 18 | — | $338 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $341 | 0.00% | 10 | 10 | — | $341 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $356 | 0.00% | 40 | 40 | — | $356 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $357 | 0.00% | 20 | 20 | — | $357 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $365 | 0.00% | 12 | 12 | — | $365 | 新建仓 |
| RCKY | ROCKY BRANDS INC | $370 | 0.00% | 9 | 9 | — | $370 | 新建仓 |
| — | WISDOMTREE TR | $378 | 0.00% | 10 | 10 | — | $378 | 新建仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $380 | 0.00% | 18 | 18 | — | $380 | 新建仓 |
| ATHM | AUTOHOME INC | $381 | 0.00% | 20 | 20 | — | $381 | 新建仓 |
| — | CEL-SCI CORP | $382 | 0.00% | 367 | 367 | — | $382 | 新建仓 |
| — | FRIEDMAN INDS INC | $385 | 0.00% | 12 | 12 | — | $385 | 新建仓 |
| — | ELEVATION SERIES TRUST | $386 | 0.00% | 16 | 16 | — | $386 | 新建仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $390 | 0.00% | 13 | 13 | — | $390 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $390 | 0.00% | 27 | 27 | — | $390 | 新建仓 |
| — | ALTERITY THERAPEUTICS LTD | $392 | 0.00% | 73 | 73 | — | $392 | 新建仓 |
| — | RUNWAY GROWTH FINANCE CORP | $394 | 0.00% | 70 | 70 | — | $394 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $394 | 0.00% | 48 | 48 | — | $394 | 新建仓 |
| PONY | PONY AI INC | $396 | 0.00% | 57 | 57 | — | $396 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC | $398 | 0.00% | 11 | 11 | — | $398 | 新建仓 |
| GPGI | GPGI INC | $406 | 0.00% | 26 | 26 | — | $406 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $406 | 0.00% | 8 | 8 | — | $406 | 新建仓 |
| — | AMPLIFY ETF TR | $408 | 0.00% | 14 | 14 | — | $408 | 新建仓 |
| — | ELEVATION SERIES TRUST | $410 | 0.00% | 10 | 10 | — | $410 | 新建仓 |
| — | UNIVERSAL LOGISTICS HLDGS IN | $415 | 0.00% | 28 | 28 | — | $415 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $420 | 0.00% | 86 | 86 | — | $420 | 新建仓 |
| — | NEURONETICS INC | $420 | 0.00% | 323 | 323 | — | $420 | 新建仓 |
| LXU | LSB INDS INC | $422 | 0.00% | 39 | 39 | — | $422 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $424 | 0.00% | 18 | 18 | — | $424 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $430 | 0.00% | 23 | 23 | — | $430 | 新建仓 |
| GDOT | GREEN DOT CORP | $433 | 0.00% | 32 | 32 | — | $433 | 新建仓 |
| PSNL | PERSONALIS INC | $442 | 0.00% | 33 | 33 | — | $442 | 新建仓 |
| NCMI | NATIONAL CINEMEDIA INC | $443 | 0.00% | 117 | 117 | — | $443 | 新建仓 |
| — | EVI INDS INC | $444 | 0.00% | 30 | 30 | — | $444 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $446 | 0.00% | 12 | 12 | — | $446 | 新建仓 |
| — | LAKELAND INDS INC | $448 | 0.00% | 42 | 42 | — | $448 | 新建仓 |
| — | ELEVATION SERIES TRUST | $448 | 0.00% | 12 | 12 | — | $448 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $449 | 0.00% | 106 | 106 | — | $449 | 新建仓 |
| — | FALCONS BEYOND GLOBAL INC | $450 | 0.00% | 25 | 25 | — | $450 | 新建仓 |
| TAC | TRANSALTA CORP | $456 | 0.00% | 33 | 33 | — | $456 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $462 | 0.00% | 6 | 6 | — | $462 | 新建仓 |
| — | WISDOMTREE TR | $473 | 0.00% | 21 | 21 | — | $473 | 新建仓 |
| — | UNIVERSAL ELECTRS INC | $477 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $481 | 0.00% | 50 | 50 | — | $481 | 新建仓 |
| — | MICROVAST HOLDINGS INC | $483 | 0.00% | 413 | 413 | — | $483 | 新建仓 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $484 | 0.00% | 17 | 17 | — | $484 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. | $489 | 0.00% | 133 | 133 | — | $489 | 新建仓 |
| LONZ | PIMCO ETF TR | $494 | 0.00% | 10 | 10 | — | $494 | 新建仓 |
| GHM | GRAHAM CORP | $496 | 0.00% | 4 | 4 | — | $496 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $499 | 0.00% | 28 | 28 | — | $499 | 新建仓 |
| LGN | LEGENCE CORP | $511 | 0.00% | 6 | 6 | — | $511 | 新建仓 |
| KE | KIMBALL ELECTRONICS INC | $512 | 0.00% | 20 | 20 | — | $512 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $514 | 0.00% | 16 | 16 | — | $514 | 新建仓 |
| — | KOLIBRI GLOBAL ENERGY INC | $515 | 0.00% | 103 | 103 | — | $515 | 新建仓 |
| CLFD | CLEARFIELD INC | $517 | 0.00% | 13 | 13 | — | $517 | 新建仓 |
| — | ELEVATION SERIES TRUST | $518 | 0.00% | 12 | 12 | — | $518 | 新建仓 |
| — | ZEPP HEALTH CORPORATION | $522 | 0.00% | 100 | 100 | — | $522 | 新建仓 |
| — | TIDAL TRUST II | $524 | 0.00% | 64 | 64 | — | $524 | 新建仓 |
| — | HIREQUEST INC | $531 | 0.00% | 42 | 42 | — | $531 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $532 | 0.00% | 18 | 18 | — | $532 | 新建仓 |
| — | INSEEGO CORP | $538 | 0.00% | 52 | 52 | — | $538 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $550 | 0.00% | 42 | 42 | — | $550 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $550 | 0.00% | 88 | 88 | — | $550 | 新建仓 |
| — | 1STDIBS COM INC | $573 | 0.00% | 117 | 117 | — | $573 | 新建仓 |
| KRUS | KURA SUSHI USA INC | $576 | 0.00% | 10 | 10 | — | $576 | 新建仓 |
| UVXY | PROSHARES TR II | $579 | 0.00% | 23 | 23 | — | $579 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $584 | 0.00% | 529 | 529 | — | $584 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $586 | 0.00% | 4 | 4 | — | $586 | 新建仓 |