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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $1.24亿 | 0.60% | 2,036,379 | 553,491 | 37.3% | $3,364.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.27亿 | 0.62% | 665,634 | 169,050 | 34.0% | $3,220.83万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.30亿 | 0.63% | 4,400,316 | 912,590 | 26.2% | $2,685.75万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.30亿 | 0.63% | 2,571,318 | 1,297,654 | 101.9% | $6,563.56万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $1.54亿 | 0.75% | 3,638,836 | 1,327,498 | 57.4% | $5,600.75万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1.72亿 | 0.84% | 1,817,402 | 617,842 | 51.5% | $5,833.74万 | 加仓 |
| AMZN | AMAZON COM INC | $1.75亿 | 0.86% | 736,084 | 209,513 | 39.8% | $4,993.56万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $1.76亿 | 0.86% | 4,229,650 | 1,673,681 | 65.5% | $6,970.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.82亿 | 0.89% | 246,596 | 50,182 | 25.5% | $3,695.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.86亿 | 0.91% | 1,565,016 | 491,733 | 45.8% | $5,851.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.88亿 | 0.92% | 504,593 | 143,797 | 39.9% | $5,364.79万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.90亿 | 0.93% | 2,799,276 | 1,034,070 | 58.6% | $7,032.76万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.98亿 | 0.97% | 653,757 | 336,181 | 105.9% | $1.02亿 | 加仓 |
| QUAL | ISHARES TR | $2.01亿 | 0.98% | 916,823 | 131,773 | 16.8% | $2,891.59万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2.10亿 | 1.02% | 1,468,379 | 42,272 | 3.0% | $604.17万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $2.10亿 | 1.02% | 7,640,540 | 3,119,134 | 69.0% | $8,572.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.11亿 | 1.03% | 282,705 | 53,800 | 23.5% | $4,018.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.23亿 | 1.09% | 324,208 | 132,977 | 69.5% | $9,133.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.25亿 | 1.09% | 2,555,063 | 1,103,145 | 76.0% | $9,694.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.46亿 | 1.20% | 5,536,589 | 2,394,353 | 76.2% | $1.06亿 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2.80亿 | 1.37% | 3,592,169 | 1,276,418 | 55.1% | $9,966.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.19亿 | 1.56% | 1,596,301 | 364,062 | 29.5% | $7,284.92万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $3.34亿 | 1.63% | 11,609,060 | 4,214,625 | 57.0% | $1.21亿 | 加仓 |
| IVV | ISHARES TR | $3.40亿 | 1.66% | 453,702 | 96,085 | 26.9% | $7,196.22万 | 加仓 |
| AAPL | APPLE INC | $3.93亿 | 1.92% | 1,359,394 | 345,498 | 34.1% | $9,997.63万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $5.21亿 | 2.54% | 11,296,079 | 3,437,498 | 43.7% | $1.59亿 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $6.99亿 | 3.41% | 4,874,815 | 1,985,069 | 68.7% | $2.85亿 | 加仓 |