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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $1,543 | 0.00% | 41 | 41 | — | $1,543 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $1,543 | 0.00% | 30 | 30 | — | $1,543 | 新建仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $1,548 | 0.00% | 13 | 13 | — | $1,548 | 新建仓 |
| — | NEXTERA ENERGY INC | $1,548 | 0.00% | 31 | 31 | — | $1,548 | 新建仓 |
| — | NACCO INDS INC | $1,550 | 0.00% | 31 | 31 | — | $1,550 | 新建仓 |
| MTUS | METALLUS INC | $1,552 | 0.00% | 83 | 83 | — | $1,552 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $1,556 | 0.00% | 46 | 46 | — | $1,556 | 新建仓 |
| — | SEACOR MARINE HLDGS INC | $1,560 | 0.00% | 204 | 204 | — | $1,560 | 新建仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $1,562 | 0.00% | 272 | 272 | — | $1,562 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,580 | 0.00% | 70 | 70 | — | $1,580 | 新建仓 |
| — | ENVOY MEDICAL INC | $1,584 | 0.00% | 2,000 | 2,000 | — | $1,584 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $1,585 | 0.00% | 38 | 38 | — | $1,585 | 新建仓 |
| AXTI | AXT INC | $1,585 | 0.00% | 22 | 22 | — | $1,585 | 新建仓 |
| — | OUTLOOK THERAPEUTICS INC | $1,590 | 0.00% | 1,000 | 1,000 | — | $1,590 | 新建仓 |
| — | CB FINL SVCS INC | $1,594 | 0.00% | 42 | 42 | — | $1,594 | 新建仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $1,600 | 0.00% | 250 | 250 | — | $1,600 | 新建仓 |
| HSHP | HIMALAYA SHIPPING LTD | $1,603 | 0.00% | 120 | 120 | — | $1,603 | 新建仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $1,606 | 0.00% | 471 | 471 | — | $1,606 | 新建仓 |
| — | ELEVATION SERIES TRUST | $1,618 | 0.00% | 68 | 68 | — | $1,618 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $1,619 | 0.00% | 0 | -35,567 | -100.0% | -$31.05万 | 清仓 |
| DGXX | DIGI PWR X INC | $1,635 | 0.00% | 300 | 300 | — | $1,635 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $1,638 | 0.00% | 58 | 58 | — | $1,638 | 新建仓 |
| — | SOUTHERN CO | $1,643 | 0.00% | 33 | 33 | — | $1,643 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $1,646 | 0.00% | 701 | 701 | — | $1,646 | 新建仓 |
| — | WISDOMTREE TR | $1,667 | 0.00% | 34 | 34 | — | $1,667 | 新建仓 |
| KINS | KINGSTONE COS INC | $1,673 | 0.00% | 88 | 88 | — | $1,673 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $1,678 | 0.00% | 34 | 34 | — | $1,678 | 新建仓 |
| — | VOLATILITY SHS TR | $1,689 | 0.00% | 229 | 229 | — | $1,689 | 新建仓 |
| — | MICROVISION INC DEL | $1,690 | 0.00% | 5,167 | 5,167 | — | $1,690 | 新建仓 |
| — | RE/MAX HLDGS INC | $1,698 | 0.00% | 172 | 172 | — | $1,698 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,701 | 0.00% | 27 | 27 | — | $1,701 | 新建仓 |
| — | TTEC HLDGS INC | $1,704 | 0.00% | 877 | 877 | — | $1,704 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC | $1,706 | 0.00% | 524 | 524 | — | $1,706 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $1,708 | 0.00% | 169 | 169 | — | $1,708 | 新建仓 |
| SEPN | SEPTERNA INC | $1,708 | 0.00% | 51 | 51 | — | $1,708 | 新建仓 |
| — | PROSHARES TR | $1,717 | 0.00% | 100 | 100 | — | $1,717 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,721 | 0.00% | 15 | 15 | — | $1,721 | 新建仓 |
| BKT | BLACKROCK INCOME TR INC | $1,728 | 0.00% | 162 | 162 | — | $1,728 | 新建仓 |
| ALCO | ALICO INC | $1,735 | 0.00% | 42 | 42 | — | $1,735 | 新建仓 |
| — | EMPRESA DIST Y COMERCIAL NOR | $1,747 | 0.00% | 70 | 70 | — | $1,747 | 新建仓 |
| — | GRANITESHARES ETF TR | $1,750 | 0.00% | 50 | 50 | — | $1,750 | 新建仓 |
| FNKO | FUNKO INC | $1,752 | 0.00% | 298 | 298 | — | $1,752 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $1,761 | 0.00% | 815 | 815 | — | $1,761 | 新建仓 |
| — | ADAGENE INC | $1,764 | 0.00% | 420 | 420 | — | $1,764 | 新建仓 |
| — | DATACENTREX INC | $1,780 | 0.00% | 1,000 | 1,000 | — | $1,780 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $1,784 | 0.00% | 181 | 181 | — | $1,784 | 新建仓 |
| — | SR BANCORP INC | $1,790 | 0.00% | 91 | 91 | — | $1,790 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $1,804 | 0.00% | 113 | 113 | — | $1,804 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,810 | 0.00% | 57 | 57 | — | $1,810 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $1,813 | 0.00% | 334 | 334 | — | $1,813 | 新建仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $1,816 | 0.00% | 184 | 184 | — | $1,816 | 新建仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $1,823 | 0.00% | 95 | 95 | — | $1,823 | 新建仓 |
| — | LIXTE BIOTECHNOLOGY HLDGS IN | $1,825 | 0.00% | 246 | 246 | — | $1,825 | 新建仓 |
| — | TRISALUS LIFE SCIENCES INC | $1,838 | 0.00% | 404 | 404 | — | $1,838 | 新建仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $1,843 | 0.00% | 63 | 63 | — | $1,843 | 新建仓 |
| — | SPROTT PHYSICAL COPPER TRUST | $1,844 | 0.00% | 162 | 162 | — | $1,844 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $1,857 | 0.00% | 133 | 133 | — | $1,857 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $1,858 | 0.00% | 1,428 | 1,428 | — | $1,858 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $1,874 | 0.00% | 609 | 609 | — | $1,874 | 新建仓 |
| ABFL | ABACUS FCF ETF TR | $1,888 | 0.00% | 22 | 22 | — | $1,888 | 新建仓 |
| — | BITWISE CHAINLINK ETF | $1,896 | 0.00% | 145 | 145 | — | $1,896 | 新建仓 |
| POWW | OUTDOOR HOLDING CO | $1,906 | 0.00% | 836 | 836 | — | $1,906 | 新建仓 |
| EMA | EMERA INC | $1,908 | 0.00% | 36 | 36 | — | $1,908 | 新建仓 |
| — | OXFORD SQUARE CAP CORP | $1,925 | 0.00% | 1,458 | 1,458 | — | $1,925 | 新建仓 |
| — | ARRIVE AI INC | $1,932 | 0.00% | 4,499 | 4,499 | — | $1,932 | 新建仓 |
| — | ECB BANCORP INC | $1,946 | 0.00% | 97 | 97 | — | $1,946 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $1,948 | 0.00% | 61 | 61 | — | $1,948 | 新建仓 |
| — | YATSEN HLDG LTD | $1,956 | 0.00% | 617 | 617 | — | $1,956 | 新建仓 |
| MASS | 908 DEVICES INC | $1,965 | 0.00% | 226 | 226 | — | $1,965 | 新建仓 |
| ARHS | ARHAUS INC | $1,979 | 0.00% | 235 | 235 | — | $1,979 | 新建仓 |
| — | TIDAL TRUST II | $1,985 | 0.00% | 70 | 70 | — | $1,985 | 新建仓 |
| — | EVAXION AS | $1,990 | 0.00% | 642 | 642 | — | $1,990 | 新建仓 |
| — | GENCOR INDS INC | $2,002 | 0.00% | 134 | 134 | — | $2,002 | 新建仓 |
| RMT | ROYCE MICRO-CAP TR INC | $2,006 | 0.00% | 137 | 137 | — | $2,006 | 新建仓 |
| RMNI | RIMINI STR INC DEL | $2,007 | 0.00% | 471 | 471 | — | $2,007 | 新建仓 |
| — | WRAP TECHNOLOGIES INC | $2,008 | 0.00% | 1,556 | 1,556 | — | $2,008 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $2,013 | 0.00% | 311 | 311 | — | $2,013 | 新建仓 |
| — | ORION PROPERTIES INC | $2,014 | 0.00% | 697 | 697 | — | $2,014 | 新建仓 |
| — | PEOPLES BANCORP N C INC | $2,024 | 0.00% | 47 | 47 | — | $2,024 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $2,031 | 0.00% | 45 | 45 | — | $2,031 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $2,032 | 0.00% | 437 | 437 | — | $2,032 | 新建仓 |
| — | LIBERTY CAP CORP | $2,039 | 0.00% | 93 | 93 | — | $2,039 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $2,044 | 0.00% | 157 | 157 | — | $2,044 | 新建仓 |
| — | VANECK ETF TRUST | $2,046 | 0.00% | 8 | 8 | — | $2,046 | 新建仓 |
| — | MAINSTREET BANCSHARES INC | $2,048 | 0.00% | 83 | 83 | — | $2,048 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,071 | 0.00% | 50 | 50 | — | $2,071 | 新建仓 |
| BWAY | BRAINSWAY LTD | $2,078 | 0.00% | 134 | 134 | — | $2,078 | 新建仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $2,090 | 0.00% | 195 | 195 | — | $2,090 | 新建仓 |
| ELA | ENVELA CORP | $2,109 | 0.00% | 73 | 73 | — | $2,109 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2,113 | 0.00% | 52 | 52 | — | $2,113 | 新建仓 |
| — | CREXENDO INC | $2,113 | 0.00% | 283 | 283 | — | $2,113 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $2,120 | 0.00% | 2,000 | 2,000 | — | $2,120 | 新建仓 |
| — | TOWNSQUARE MEDIA INC | $2,121 | 0.00% | 300 | 300 | — | $2,121 | 新建仓 |
| — | VERDE CLEAN FUELS INC | $2,136 | 0.00% | 2,096 | 2,096 | — | $2,136 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2,142 | 0.00% | 18 | 18 | — | $2,142 | 新建仓 |
| OPFI | OPPFI INC | $2,146 | 0.00% | 216 | 216 | — | $2,146 | 新建仓 |
| — | NEW FOUND GOLD CORP | $2,148 | 0.00% | 1,395 | 1,395 | — | $2,148 | 新建仓 |
| FUNC | FIRST UTD CORP | $2,159 | 0.00% | 49 | 49 | — | $2,159 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $2,163 | 0.00% | 40 | 40 | — | $2,163 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $2,165 | 0.00% | 32 | 32 | — | $2,165 | 新建仓 |