Integrated Wealth Concepts LLC
WALTHAM MA · SEC CIK 0001737109
$125.38亿2026Q1 申报市值
2,276持仓数
17.6%前十大占比 · 第一大 2.9%
339 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$1.15亿
NVDA 加仓+$1.09亿
SPY 加仓+$8,027.60万
ACIO 加仓+$7,465.03万
VOO 加仓+$6,719.86万
2026Q1 卖出最多 按季末市值估算
SECT 减仓-$3,353.40万
MBB 减仓-$1,095.92万
XLG 减仓-$709.91万
CYBERARK SOFTWAR 清仓-$540.45万
IEI 减仓-$474.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| OGN | ORGANON & CO | $51.31万 | 0.00% | 85,664 | 7,219 | 9.2% | $4.32万 | 加仓 |
| ZS | ZSCALER INC | $51.35万 | 0.00% | 3,661 | 362 | 11.0% | $5.08万 | 加仓 |
| INSM | INSMED INC | $51.38万 | 0.00% | 3,142 | 224 | 7.7% | $3.66万 | 重新持有 |
| — | THOMSON REUTERS | $51.41万 | 0.00% | 5,713 | -122 | -2.1% | -$1.10万 | 重新持有 |
| IXJ | ISHARES GLOBAL | $51.76万 | 0.00% | 5,533 | -338 | -5.8% | -$3.16万 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED | $51.82万 | 0.00% | 9,805 | 417 | 4.4% | $2.20万 | 加仓 |
| SHE | STATE STREET | $51.82万 | 0.00% | 4,054 | 990 | 32.3% | $12.65万 | 加仓 |
| JPEF | JPMORGAN EQUITY | $51.83万 | 0.00% | 7,217 | 7,217 | — | $51.83万 | 新建仓 |
| HEGD | SWAN HEDGED | $51.86万 | 0.00% | 20,995 | 6,505 | 44.9% | $16.07万 | 加仓 |
| FSLR | FIRST SOLAR | $52.06万 | 0.00% | 2,639 | 1,128 | 74.7% | $22.25万 | 加仓 |
| CBRE | CBRE GROUP | $52.13万 | 0.00% | 3,848 | 2,245 | 140.0% | $30.41万 | 加仓 |
| BJ | BJS WHOLESALE | $52.21万 | 0.00% | 5,305 | 5,305 | — | $52.21万 | 新建仓 |
| IFF | INTL FLAVOR & FRAGRANCE | $52.40万 | 0.00% | 7,223 | 3,550 | 96.7% | $25.76万 | 重新持有 |
| AEHR | AEHR TEST SYS | $52.64万 | 0.00% | 14,195 | 1,023 | 7.8% | $3.79万 | 重新持有 |
| FDLO | FIDELITY LOW | $52.88万 | 0.00% | 8,187 | 15 | 0.2% | $969 | 加仓 |
| BMO | BANK MONTREAL | $52.96万 | 0.00% | 3,913 | 370 | 10.4% | $5.01万 | 重新持有 |
| EPAM | EPAM SYSTEMS | $52.98万 | 0.00% | 3,913 | -11,692 | -74.9% | -$158.31万 | 减仓 |
| XVV | ISHARES ESG | $52.99万 | 0.00% | 10,766 | 1 | 0.0% | $49 | 重新持有 |
| IYE | ISHARES U S | $53.04万 | 0.00% | 8,188 | 331 | 4.2% | $2.14万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.04万 | 0.00% | 13,731 | 13,731 | — | $53.04万 | 新建仓 |
| AEC | ANFIELD ENERGY INC | $53.07万 | 0.00% | 95,105 | 95,105 | — | $53.07万 | 新建仓 |
| FEOE | FIRST EAGLE | $53.10万 | 0.00% | 10,523 | 260 | 2.5% | $1.31万 | 加仓 |
| SONY | SONY GROUP | $53.25万 | 0.00% | 25,725 | 6,257 | 32.1% | $12.95万 | 加仓 |
| FOXA | FOX CORP | $53.41万 | 0.00% | 9,146 | 2,020 | 28.3% | $11.80万 | 加仓 |
| BBD | BANCO BRADESCO | $53.46万 | 0.00% | 146,462 | 16,734 | 12.9% | $6.11万 | 加仓 |
| SHG | SHINHAN FINANCIAL | $53.49万 | 0.00% | 8,723 | 1,048 | 13.7% | $6.43万 | 加仓 |
| MTG | M G I C INVT CORP | $53.51万 | 0.00% | 20,383 | 934 | 4.8% | $2.45万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH | $53.53万 | 0.00% | 15,897 | 1,071 | 7.2% | $3.61万 | 加仓 |
| HUT | HUT 8 | $53.63万 | 0.00% | 11,434 | 1,406 | 14.0% | $6.60万 | 加仓 |
| AIG | AMERICAN INTL | $53.66万 | 0.00% | 7,131 | 3,677 | 106.5% | $27.67万 | 加仓 |
| JBL | JABIL INC | $53.66万 | 0.00% | 2,020 | 425 | 26.6% | $11.29万 | 重新持有 |
| LGH | NORTHERN LTS FD TR III | $53.68万 | 0.00% | 9,425 | 9,425 | — | $53.68万 | 新建仓 |
| MC | MOELIS & COMPANY | $53.76万 | 0.00% | 9,432 | 4,935 | 109.7% | $28.13万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $53.80万 | 0.00% | 9,096 | 9,096 | — | $53.80万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN | $53.82万 | 0.00% | 17,946 | -2,549 | -12.4% | -$7.64万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $53.86万 | 0.00% | 5,436 | 855 | 18.7% | $8.47万 | 重新持有 |
| PAG | PENSKE AUTOMOTIVE | $53.91万 | 0.00% | 3,606 | 2,072 | 135.1% | $30.98万 | 重新持有 |
| SN | SHARKNINJA INC | $53.96万 | 0.00% | 5,095 | 760 | 17.5% | $8.05万 | 重新持有 |
| IMCB | ISHARES MORNINGSTAR | $53.98万 | 0.00% | 6,471 | 9 | 0.1% | $751 | 加仓 |
| SPHB | INVESCO S&P | $54.22万 | 0.00% | 4,676 | 56 | 1.2% | $6,494 | 重新持有 |
| WTRG | ESSENTIAL UTILITIES | $54.25万 | 0.00% | 13,471 | 6,251 | 86.6% | $25.17万 | 重新持有 |
| EVTR | EATON VANCE | $54.29万 | 0.00% | 10,698 | 445 | 4.3% | $2.26万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES | $54.31万 | 0.00% | 8,038 | 63 | 0.8% | $4,256 | 重新持有 |
| DOL | WISDOMTREE TR | $54.39万 | 0.00% | 8,000 | 0 | 0.0% | — | 重新持有 |
| BITB | BITWISE BITCOIN | $54.49万 | 0.00% | 14,802 | 10,189 | 220.9% | $37.51万 | 加仓 |
| — | MASIMO CORP | $54.73万 | 0.00% | 3,077 | 3,077 | — | $54.73万 | 新建仓 |
| FDRR | FIDELITY COVINGTON TRUST | $54.75万 | 0.00% | 9,310 | 136 | 1.5% | $7,997 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS | $54.83万 | 0.00% | 17,391 | -585 | -3.3% | -$1.84万 | 减仓 |
| JXN | JACKSON FINANCIAL | $54.85万 | 0.00% | 5,188 | 597 | 13.0% | $6.31万 | 加仓 |
| WSO | WATSCO INC | $55.05万 | 0.00% | 1,513 | 1,513 | — | $55.05万 | 新建仓 |
| FTEC | FIDELITY MSCI | $55.18万 | 0.00% | 2,652 | 1,020 | 62.5% | $21.22万 | 加仓 |
| SOLV | SOLVENTUM CORP | $55.21万 | 0.00% | 8,455 | 5,063 | 149.3% | $33.06万 | 加仓 |
| MLM | MARTIN MARIETTA | $55.25万 | 0.00% | 939 | 328 | 53.7% | $19.30万 | 加仓 |
| APO | APOLLO GLOBAL | $55.31万 | 0.00% | 4,964 | 4,964 | — | $55.31万 | 新建仓 |
| CWB | STATE STREET | $55.31万 | 0.00% | 6,044 | 1,046 | 20.9% | $9.57万 | 加仓 |
| KB | KB FINANCIAL | $55.41万 | 0.00% | 5,556 | 914 | 19.7% | $9.12万 | 加仓 |
| SUSB | ISHARES TRUST | $55.65万 | 0.00% | 22,203 | 2,676 | 13.7% | $6.71万 | 加仓 |
| — | TECOGEN INC NEW | $55.91万 | 0.00% | 218,380 | 1,915 | 0.9% | $4,902 | 重新持有 |
| NNN | NNN REIT | $56.10万 | 0.00% | 13,348 | 4,779 | 55.8% | $20.09万 | 加仓 |
| CNH | CNH INDUSTRIAL | $56.10万 | 0.00% | 51,001 | 20,926 | 69.6% | $23.02万 | 加仓 |
| RLI | RLI CORP | $56.27万 | 0.00% | 9,866 | 5,101 | 107.1% | $29.10万 | 重新持有 |
| ARGX | ARGENX SE | $56.31万 | 0.00% | 771 | 162 | 26.6% | $11.83万 | 重新持有 |
| AJG | ARTHUR J | $56.34万 | 0.00% | 2,601 | 1,395 | 115.7% | $30.21万 | 重新持有 |
| JKHY | JACK HENRY | $56.54万 | 0.00% | 3,577 | 2,446 | 216.3% | $38.66万 | 加仓 |
| AIP | ARTERIS INC | $56.68万 | 0.00% | 34,478 | 2,500 | 7.8% | $4.11万 | 重新持有 |
| SRVR | PACER DATA | $56.78万 | 0.00% | 18,186 | -1,452 | -7.4% | -$4.53万 | 减仓 |
| AOK | ISHARES CORE | $56.99万 | 0.00% | 14,287 | -5,642 | -28.3% | -$22.51万 | 减仓 |
| SAP | SAP SE | $57.05万 | 0.00% | 3,332 | 970 | 41.1% | $16.61万 | 加仓 |
| DXCM | DEXCOM INC | $57.14万 | 0.00% | 9,099 | 1,626 | 21.8% | $10.21万 | 加仓 |
| EMBJ | EMBRAER S A | $57.17万 | 0.00% | 9,634 | -724 | -7.0% | -$4.30万 | 重新持有 |
| PNW | PINNACLE WEST | $57.25万 | 0.00% | 5,682 | 3,387 | 147.6% | $34.13万 | 重新持有 |
| CNP | CENTERPOINT ENERGY | $57.28万 | 0.00% | 13,271 | 7,925 | 148.2% | $34.20万 | 加仓 |
| FDS | FACTSET RESEARCH | $57.31万 | 0.00% | 2,641 | -394 | -13.0% | -$8.55万 | 减仓 |
| GGUS | GOLDMAN SACHS | $57.38万 | 0.00% | 9,897 | 716 | 7.8% | $4.15万 | 加仓 |
| VRSK | VERISK ANALYTICS | $57.65万 | 0.00% | 3,038 | -106 | -3.4% | -$2.01万 | 重新持有 |
| NWG | NATWEST GROUP | $57.68万 | 0.00% | 38,714 | 3,023 | 8.5% | $4.50万 | 加仓 |
| — | ELECTRONIC ARTS | $57.82万 | 0.00% | 2,836 | 1,207 | 74.1% | $24.61万 | 加仓 |
| INGR | INGREDION INC | $57.97万 | 0.00% | 5,146 | 1,866 | 56.9% | $21.02万 | 重新持有 |
| UGI | UGI CORP | $58.16万 | 0.00% | 15,969 | 15,969 | — | $58.16万 | 新建仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $58.19万 | 0.00% | 70,535 | 70,535 | — | $58.19万 | 新建仓 |
| BRO | BROWN & BROWN | $58.28万 | 0.00% | 8,938 | -2,318 | -20.6% | -$15.11万 | 重新持有 |
| — | WESTERN ASSET PREMIER BD FD | $58.39万 | 0.00% | 55,191 | -200 | -0.4% | -$2,116 | 减仓 |
| SNY | SANOFI | $58.46万 | 0.00% | 12,134 | 794 | 7.0% | $3.83万 | 重新持有 |
| TDV | PROSHARES TR | $58.52万 | 0.00% | 6,908 | 1,104 | 19.0% | $9.35万 | 重新持有 |
| AER | AERCAP HOLDINGS | $58.52万 | 0.00% | 4,266 | 2,627 | 160.3% | $36.04万 | 加仓 |
| CBOE | CBOE GLOBAL | $58.55万 | 0.00% | 2,083 | 2,083 | — | $58.55万 | 新建仓 |
| GPC | GENUINE PARTS | $58.84万 | 0.00% | 5,564 | 5,564 | — | $58.84万 | 新建仓 |
| XYL | XYLEM INC | $58.86万 | 0.00% | 4,925 | 2,174 | 79.0% | $25.98万 | 加仓 |
| PFGC | PERFORMANCE FOOD | $58.99万 | 0.00% | 6,886 | 6,886 | — | $58.99万 | 新建仓 |
| NBIS | NEBIUS GROUP | $59.01万 | 0.00% | 5,688 | 2,735 | 92.6% | $28.38万 | 加仓 |
| EWBC | EAST WEST | $59.19万 | 0.00% | 5,544 | 3,040 | 121.4% | $32.46万 | 重新持有 |
| VNO | VORNADO REALTY | $59.37万 | 0.00% | 22,842 | 6,402 | 38.9% | $16.64万 | 加仓 |
| ARW | ARROW ELECTRONICS | $59.49万 | 0.00% | 4,148 | -1,492 | -26.5% | -$21.40万 | 重新持有 |
| GSSC | GOLDMAN SACHS | $59.53万 | 0.00% | 7,986 | 3,341 | 71.9% | $24.91万 | 加仓 |
| RGA | REINSURANCE GROUP | $59.65万 | 0.00% | 2,922 | 1,575 | 116.9% | $32.15万 | 加仓 |
| ACM | AECOM | $59.97万 | 0.00% | 7,071 | 4,689 | 196.9% | $39.77万 | 重新持有 |
| ASTS | AST SPACEMOBILE | $60.07万 | 0.00% | 7,248 | 3,278 | 82.6% | $27.17万 | 加仓 |
| GH | GUARDANT HEALTH | $60.14万 | 0.00% | 6,511 | 1,827 | 39.0% | $16.88万 | 重新持有 |
| EC | ECOPETROL S A | $60.22万 | 0.00% | 40,176 | 4,340 | 12.1% | $6.51万 | 加仓 |
| MP | MP MATERIALS | $60.23万 | 0.00% | 12,481 | 7,853 | 169.7% | $37.90万 | 加仓 |