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 |
|---|---|---|---|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,748.44万 | 0.09% | 379,655 | 20,899 | 5.8% | $96.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,765.08万 | 0.09% | 17,432 | 3,054 | 21.2% | $309.23万 | 加仓 |
| IVLU | ISHARES TR | $1,765.37万 | 0.09% | 422,133 | 7,541 | 1.8% | $31.54万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,765.68万 | 0.09% | 438,239 | 209,362 | 91.5% | $843.53万 | 加仓 |
| IEF | ISHARES TR | $1,768.01万 | 0.09% | 186,950 | 57,361 | 44.3% | $542.47万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,789.48万 | 0.09% | 168,328 | 4,567 | 2.8% | $48.55万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,795.23万 | 0.09% | 328,375 | 159,267 | 94.2% | $870.71万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,799.99万 | 0.09% | 266,427 | 99,955 | 60.0% | $675.30万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,800.61万 | 0.09% | 474,351 | 247,820 | 109.4% | $940.71万 | 加仓 |
| MCD | MCDONALDS CORP | $1,809.67万 | 0.09% | 66,939 | 21,060 | 45.9% | $569.35万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,811.62万 | 0.09% | 97,794 | 26,038 | 36.3% | $482.35万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,812.01万 | 0.09% | 338,883 | 30,457 | 9.9% | $162.85万 | 加仓 |
| IJK | ISHARES TR | $1,835.85万 | 0.09% | 156,243 | -688 | -0.4% | -$8.08万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,860.02万 | 0.09% | 44,741 | 15,143 | 51.2% | $629.54万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,864.69万 | 0.09% | 113,985 | 42,809 | 60.1% | $700.32万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,865.87万 | 0.09% | 634,649 | 55,056 | 9.5% | $161.86万 | 加仓 |
| IGLB | ISHARES TR | $1,875.21万 | 0.09% | 374,744 | 143,613 | 62.1% | $718.64万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,893.10万 | 0.09% | 391,663 | 186,963 | 91.3% | $903.68万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,902.26万 | 0.09% | 108,203 | 33,591 | 45.0% | $590.55万 | 加仓 |
| CHE | CHEMED CORP NEW | $1,913.05万 | 0.09% | 41,048 | 15,735 | 62.2% | $733.33万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,917.18万 | 0.09% | 693,339 | 21,071 | 3.1% | $58.26万 | 加仓 |
| MBB | ISHARES TR | $1,937.50万 | 0.09% | 204,983 | 35,645 | 21.0% | $336.92万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,952.33万 | 0.10% | 245,853 | -17,491 | -6.6% | -$138.90万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,952.78万 | 0.10% | 335,523 | 91,563 | 37.5% | $532.91万 | 加仓 |
| HDV | ISHARES TR | $1,956.90万 | 0.10% | 713,935 | 545,715 | 324.4% | $1,495.80万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,972.22万 | 0.10% | 368,634 | 129,919 | 54.4% | $695.07万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $1,984.55万 | 0.10% | 205,021 | 6,543 | 3.3% | $63.33万 | 加仓 |
| ABBV | ABBVIE INC | $1,987.26万 | 0.10% | 78,969 | 17,021 | 27.5% | $428.33万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,991.51万 | 0.10% | 507,128 | 209,520 | 70.4% | $822.79万 | 加仓 |
| IBTJ | ISHARES TR | $1,994.90万 | 0.10% | 921,429 | 577,485 | 167.9% | $1,250.26万 | 加仓 |
| GOVT | ISHARES TR | $1,999.27万 | 0.10% | 877,643 | 224,449 | 34.4% | $511.29万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,019.11万 | 0.10% | 669,243 | 31,701 | 5.0% | $95.64万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,025.53万 | 0.10% | 92,721 | 27,218 | 41.6% | $594.59万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $2,043.89万 | 0.10% | 339,014 | 40,132 | 13.4% | $241.95万 | 加仓 |
| KO | COCA COLA CO | $2,044.35万 | 0.10% | 251,552 | 105,321 | 72.0% | $855.94万 | 加仓 |
| IWM | ISHARES TR | $2,050.79万 | 0.10% | 68,253 | -3,058 | -4.3% | -$91.88万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $2,054.99万 | 0.10% | 247,387 | 65,022 | 35.7% | $540.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,086.58万 | 0.10% | 492,823 | 220,413 | 80.9% | $933.21万 | 加仓 |
| MRK | MERCK & CO INC | $2,089.40万 | 0.10% | 162,596 | 48,378 | 42.4% | $621.67万 | 加仓 |
| IWL | ISHARES TR | $2,100.55万 | 0.10% | 113,573 | 72,565 | 177.0% | $1,342.10万 | 加仓 |
| C | CITIGROUP INC | $2,153.51万 | 0.10% | 153,863 | 9,868 | 6.9% | $138.12万 | 加仓 |
| IWF | ISHARES TR | $2,164.20万 | 0.11% | 174,295 | 59,575 | 51.9% | $739.74万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,164.38万 | 0.11% | 136,398 | 32,536 | 31.3% | $516.29万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,180.69万 | 0.11% | 733,743 | 504,300 | 219.8% | $1,498.78万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,182.73万 | 0.11% | 174,954 | 34,349 | 24.4% | $428.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,184.07万 | 0.11% | 45,731 | 3,245 | 7.6% | $154.98万 | 加仓 |
| IWD | ISHARES TR | $2,224.46万 | 0.11% | 91,752 | 33,755 | 58.2% | $818.36万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $2,239.44万 | 0.11% | 597,026 | 305,513 | 104.8% | $1,145.98万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $2,257.55万 | 0.11% | 1,027,093 | 281,897 | 37.8% | $619.61万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,267.61万 | 0.11% | 426,966 | 123,520 | 40.7% | $656.01万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,291.27万 | 0.11% | 621,951 | 283,917 | 84.0% | $1,045.95万 | 加仓 |
| INTC | INTEL CORP | $2,298.68万 | 0.11% | 164,630 | 5,258 | 3.3% | $73.42万 | 加仓 |
| VLUE | ISHARES TR | $2,312.87万 | 0.11% | 115,746 | 2,131 | 1.9% | $42.58万 | 加仓 |
| EFV | ISHARES TR | $2,314.93万 | 0.11% | 302,405 | 16,494 | 5.8% | $126.26万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,338.12万 | 0.11% | 542,350 | -78,242 | -12.6% | -$337.31万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,339.55万 | 0.11% | 552,691 | 123,818 | 28.9% | $524.12万 | 加仓 |
| IDEV | ISHARES TR | $2,350.69万 | 0.11% | 264,081 | 46,147 | 21.2% | $410.77万 | 加仓 |
| — | EXXON MOBIL CORP | $2,363.98万 | 0.12% | 172,903 | -105,368 | -37.9% | -$1,440.62万 | 减仓 |
| NOW | SERVICENOW INC | $2,366.90万 | 0.12% | 238,407 | 71,093 | 42.5% | $705.81万 | 加仓 |
| ESGU | ISHARES TR | $2,393.92万 | 0.12% | 146,266 | 25,364 | 21.0% | $415.13万 | 加仓 |
| IVE | ISHARES TR | $2,394.08万 | 0.12% | 105,431 | 27,756 | 35.7% | $630.27万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,399.30万 | 0.12% | 590,374 | 321,551 | 119.6% | $1,306.79万 | 加仓 |
| APH | AMPHENOL CORP | $2,427.90万 | 0.12% | 137,663 | 29,928 | 27.8% | $527.83万 | 加仓 |
| IAGG | ISHARES TR | $2,445.18万 | 0.12% | 483,238 | 244,695 | 102.6% | $1,238.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,453.75万 | 0.12% | 151,879 | 82,264 | 118.2% | $1,329.05万 | 加仓 |
| GE | GE AEROSPACE | $2,468.58万 | 0.12% | 66,041 | 13,107 | 24.8% | $489.93万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $2,468.60万 | 0.12% | 760,037 | 240,300 | 46.2% | $780.50万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,472.96万 | 0.12% | 299,789 | -33,022 | -9.9% | -$272.40万 | 减仓 |
| GEV | GE VERNOVA INC | $2,484.68万 | 0.12% | 21,149 | 3,862 | 22.3% | $453.73万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,491.70万 | 0.12% | 32,652 | 12,287 | 60.3% | $937.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,498.42万 | 0.12% | 591,902 | 279,242 | 89.3% | $1,178.68万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $2,509.58万 | 0.12% | 993,483 | 679,450 | 216.4% | $1,716.32万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,527.41万 | 0.12% | 47,304 | -17,818 | -27.4% | -$952.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,544.34万 | 0.12% | 90,463 | 22,031 | 32.2% | $619.64万 | 加仓 |
| BAC | BANK OF AMER CORP | $2,609.64万 | 0.13% | 457,988 | 78,105 | 20.6% | $445.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,615.29万 | 0.13% | 76,690 | 17,540 | 29.7% | $598.15万 | 加仓 |
| INTF | ISHARES TR | $2,680.64万 | 0.13% | 654,453 | 21,200 | 3.3% | $86.84万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,684.08万 | 0.13% | 562,109 | 277,625 | 97.6% | $1,325.66万 | 加仓 |
| CSCO | CISCO SYS INC | $2,685.58万 | 0.13% | 228,631 | 48,966 | 27.3% | $575.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,690.58万 | 0.13% | 78,241 | 28,540 | 57.4% | $981.45万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,749.29万 | 0.13% | 230,025 | 32,681 | 16.6% | $390.61万 | 加仓 |
| RTX | RTX CORPORATION | $2,762.29万 | 0.13% | 145,580 | 77,120 | 112.6% | $1,463.30万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $2,768.23万 | 0.13% | 826,583 | 239,013 | 40.7% | $800.45万 | 加仓 |
| IGSB | ISHARES TR | $2,775.53万 | 0.14% | 529,579 | 383,477 | 262.5% | $2,009.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,816.19万 | 0.14% | 241,381 | 75,299 | 45.3% | $878.51万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,826.18万 | 0.14% | 43,074 | 12,838 | 42.5% | $842.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,835.62万 | 0.14% | 171,057 | 32,738 | 23.7% | $542.70万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,901.19万 | 0.14% | 66,947 | -1,841 | -2.7% | -$79.78万 | 减仓 |
| STIP | ISHARES TR | $2,927.39万 | 0.14% | 286,542 | 74,330 | 35.0% | $759.37万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,941.48万 | 0.14% | 389,547 | 74,465 | 23.6% | $562.29万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,969.37万 | 0.14% | 549,682 | 258,961 | 89.1% | $1,398.90万 | 加仓 |
| IWB | ISHARES TR | $2,998.05万 | 0.15% | 73,215 | 7,957 | 12.2% | $325.83万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,018.26万 | 0.15% | 554,217 | 266,543 | 92.7% | $1,451.59万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,039.91万 | 0.15% | 292,415 | 45,947 | 18.6% | $477.66万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,058.70万 | 0.15% | 497,675 | 310,186 | 165.4% | $1,906.40万 | 加仓 |
| IXUS | ISHARES TR | $3,122.45万 | 0.15% | 327,183 | 60,162 | 22.5% | $574.15万 | 加仓 |
| FRDM | EA SERIES TRUST | $3,124.51万 | 0.15% | 428,571 | 105,179 | 32.5% | $766.81万 | 加仓 |
| SHLD | GLOBAL X FDS | $3,152.53万 | 0.15% | 527,958 | 317,809 | 151.2% | $1,897.69万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $3,168.86万 | 0.15% | 462,337 | 217,055 | 88.5% | $1,487.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,186.08万 | 0.16% | 44,064 | 6,592 | 17.6% | $476.64万 | 加仓 |