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 |
|---|---|---|---|---|---|---|---|---|
| — | REKOR SYSTEMS INC | $591 | 0.00% | 850 | 850 | — | $591 | 新建仓 |
| — | ODYSSEY MARINE EXPL INC | $596 | 0.00% | 701 | 701 | — | $596 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $604 | 0.00% | 132 | 132 | — | $604 | 新建仓 |
| — | CITIUS PHARMACEUTICALS INC | $605 | 0.00% | 1,000 | 1,000 | — | $605 | 新建仓 |
| — | GAMESTOP CORP NEW | $610 | 0.00% | 218 | 218 | — | $610 | 新建仓 |
| — | GENERATION INCOME PPTYS INC | $610 | 0.00% | 3,654 | 3,654 | — | $610 | 新建仓 |
| PDS | PRECISION DRILLING CORP | $613 | 0.00% | 8 | 8 | — | $613 | 新建仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $614 | 0.00% | 125 | 125 | — | $614 | 新建仓 |
| — | ENDAVA PLC | $623 | 0.00% | 220 | 220 | — | $623 | 新建仓 |
| JAKK | JAKKS PAC INC | $629 | 0.00% | 27 | 27 | — | $629 | 新建仓 |
| CBK | COMMERCIAL BANCGROUP INC | $647 | 0.00% | 20 | 20 | — | $647 | 新建仓 |
| — | VANECK ETF TRUST | $648 | 0.00% | 29 | 29 | — | $648 | 新建仓 |
| GNE | GENIE ENERGY LTD | $649 | 0.00% | 45 | 45 | — | $649 | 新建仓 |
| NFLT | ETFIS SER TR I | $649 | 0.00% | 28 | 28 | — | $649 | 新建仓 |
| — | KRANESHARES TRUST | $654 | 0.00% | 20 | 20 | — | $654 | 新建仓 |
| — | EAGLE POINT INCOME COMPANY I | $655 | 0.00% | 65 | 65 | — | $655 | 新建仓 |
| — | LOGISTIC PROPERTIES OF THE A | $673 | 0.00% | 201 | 201 | — | $673 | 新建仓 |
| DC | DAKOTA GOLD CORP | $677 | 0.00% | 159 | 159 | — | $677 | 新建仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $686 | 0.00% | 48 | 48 | — | $686 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $687 | 0.00% | 3 | 3 | — | $687 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $693 | 0.00% | 34 | 34 | — | $693 | 新建仓 |
| TRC | TEJON RANCH CO | $694 | 0.00% | 37 | 37 | — | $694 | 新建仓 |
| SPTX | SEAPORT THERAPEUTICS INC | $695 | 0.00% | 32 | 32 | — | $695 | 新建仓 |
| SOPH | SOPHIA GENETICS SA | $703 | 0.00% | 122 | 122 | — | $703 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $706 | 0.00% | 8 | 8 | — | $706 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $709 | 0.00% | 73 | 73 | — | $709 | 新建仓 |
| ENIC | ENEL CHILE SA | $711 | 0.00% | 158 | 158 | — | $711 | 新建仓 |
| — | FIRST CAP INC | $713 | 0.00% | 11 | 11 | — | $713 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $714 | 0.00% | 24 | 24 | — | $714 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $717 | 0.00% | 17 | 17 | — | $717 | 新建仓 |
| — | OLAPLEX HLDGS INC | $718 | 0.00% | 352 | 352 | — | $718 | 新建仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $721 | 0.00% | 165 | 165 | — | $721 | 新建仓 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $732 | 0.00% | 31 | 31 | — | $732 | 新建仓 |
| — | NANOVIRICIDES INC | $734 | 0.00% | 532 | 532 | — | $734 | 新建仓 |
| OPY | OPPENHEIMER HLDGS INC | $739 | 0.00% | 7 | 7 | — | $739 | 新建仓 |
| — | SURF AIR MOBILITY INC | $740 | 0.00% | 638 | 638 | — | $740 | 新建仓 |
| CDRE | CADRE HLDGS INC | $741 | 0.00% | 26 | 26 | — | $741 | 新建仓 |
| — | HEARTBEAM INC | $750 | 0.00% | 1,000 | 1,000 | — | $750 | 新建仓 |
| — | BLUEROCK HOMES TRUST INC | $756 | 0.00% | 84 | 84 | — | $756 | 新建仓 |
| ODD | ODDITY TECH LTD | $757 | 0.00% | 50 | 50 | — | $757 | 新建仓 |
| — | CAPSOVISION INC | $759 | 0.00% | 100 | 100 | — | $759 | 新建仓 |
| — | NI HLDGS INC | $771 | 0.00% | 49 | 49 | — | $771 | 新建仓 |
| — | OHIO VY BANC CORP | $779 | 0.00% | 18 | 18 | — | $779 | 新建仓 |
| OPBK | OP BANCORP | $780 | 0.00% | 52 | 52 | — | $780 | 新建仓 |
| MH | MCGRAW HILL INC | $785 | 0.00% | 83 | 83 | — | $785 | 新建仓 |
| — | NLI HOLDINGS INC | $787 | 0.00% | 132 | 132 | — | $787 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $788 | 0.00% | 18 | 18 | — | $788 | 新建仓 |
| — | VROOM INC | $788 | 0.00% | 102 | 102 | — | $788 | 新建仓 |
| — | RAIL VISION LTD | $792 | 0.00% | 172 | 172 | — | $792 | 新建仓 |
| BUYW | NORTHERN LTS FD TR IV | $795 | 0.00% | 55 | 55 | — | $795 | 新建仓 |
| — | TALKSPACE INC | $797 | 0.00% | 153 | 153 | — | $797 | 新建仓 |
| GOGO | GOGO INC | $800 | 0.00% | 258 | 258 | — | $800 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $811 | 0.00% | 25 | 25 | — | $811 | 新建仓 |
| — | PICARD MEDICAL INC | $820 | 0.00% | 5,011 | 5,011 | — | $820 | 新建仓 |
| — | LANDMARK BANCORP INC | $832 | 0.00% | 27 | 27 | — | $832 | 新建仓 |
| BOC | BOSTON OMAHA CORP | $832 | 0.00% | 61 | 61 | — | $832 | 新建仓 |
| SQQQ | PROSHARES TR | $836 | 0.00% | 23 | 23 | — | $836 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $837 | 0.00% | 65 | 65 | — | $837 | 新建仓 |
| — | ALTI GLOBAL INC | $842 | 0.00% | 233 | 233 | — | $842 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $853 | 0.00% | 10 | 10 | — | $853 | 新建仓 |
| — | SKYX PLATFORMS CORP | $854 | 0.00% | 774 | 774 | — | $854 | 新建仓 |
| — | AQUABOUNTY TECHNOLOGIES INC | $856 | 0.00% | 801 | 801 | — | $856 | 新建仓 |
| — | OPAL FUELS INC | $860 | 0.00% | 390 | 390 | — | $860 | 新建仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $862 | 0.00% | 20 | 20 | — | $862 | 新建仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $864 | 0.00% | 36 | 36 | — | $864 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $868 | 0.00% | 65 | 65 | — | $868 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $870 | 0.00% | 377 | 377 | — | $870 | 新建仓 |
| MBI | MBIA INC | $873 | 0.00% | 134 | 134 | — | $873 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $890 | 0.00% | 24 | 24 | — | $890 | 新建仓 |
| STRT | STRATTEC SEC CORP | $895 | 0.00% | 11 | 11 | — | $895 | 新建仓 |
| — | ESCALADE INC | $903 | 0.00% | 48 | 48 | — | $903 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $907 | 0.00% | 63 | 63 | — | $907 | 新建仓 |
| — | US GOLDMINING INC | $910 | 0.00% | 112 | 112 | — | $910 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $919 | 0.00% | 260 | 260 | — | $919 | 新建仓 |
| — | FLYEXCLUSIVE INC | $922 | 0.00% | 461 | 461 | — | $922 | 新建仓 |
| — | ATLAS LITHIUM CORP | $923 | 0.00% | 250 | 250 | — | $923 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC | $924 | 0.00% | 22 | 22 | — | $924 | 新建仓 |
| — | TRIO TECH INTL | $924 | 0.00% | 75 | 75 | — | $924 | 新建仓 |
| — | SUPERIOR GROUP OF CO INC | $928 | 0.00% | 71 | 71 | — | $928 | 新建仓 |
| — | PRO-DEX INC COLO | $937 | 0.00% | 16 | 16 | — | $937 | 新建仓 |
| XPEL | XPEL INC | $943 | 0.00% | 19 | 19 | — | $943 | 新建仓 |
| — | STEREOTAXIS INC | $946 | 0.00% | 550 | 550 | — | $946 | 新建仓 |
| SBR | SABINE RTY TR | $952 | 0.00% | 13 | 13 | — | $952 | 新建仓 |
| — | STREAMEX CORP | $961 | 0.00% | 1,130 | 1,130 | — | $961 | 新建仓 |
| — | TEVOGEN BIO HLDGS INC | $968 | 0.00% | 171 | 171 | — | $968 | 新建仓 |
| — | ENVERIC BIOSCIENCES INC | $969 | 0.00% | 702 | 702 | — | $969 | 新建仓 |
| NYF | ISHARES TR | $970 | 0.00% | 18 | 18 | — | $970 | 新建仓 |
| — | TH INTERNATIONAL LIMITED | $970 | 0.00% | 508 | 508 | — | $970 | 新建仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $972 | 0.00% | 22 | 22 | — | $972 | 新建仓 |
| — | TIDAL TRUST II | $974 | 0.00% | 40 | 40 | — | $974 | 新建仓 |
| TMAT | NORTHERN LTS FD TR IV | $974 | 0.00% | 31 | 31 | — | $974 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $975 | 0.00% | 41 | 41 | — | $975 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $987 | 0.00% | 187 | 187 | — | $987 | 新建仓 |
| NRDS | NERDWALLET INC | $999 | 0.00% | 108 | 108 | — | $999 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $999 | 0.00% | 54 | 54 | — | $999 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $1,002 | 0.00% | 80 | 80 | — | $1,002 | 新建仓 |
| — | ISHARES TR | $1,002 | 0.00% | 28 | 28 | — | $1,002 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $1,006 | 0.00% | 52 | 52 | — | $1,006 | 新建仓 |
| — | PROSHARES TR | $1,009 | 0.00% | 42 | 42 | — | $1,009 | 新建仓 |
| SMOT | VANECK ETF TRUST | $1,010 | 0.00% | 26 | 26 | — | $1,010 | 新建仓 |