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 |
|---|---|---|---|---|---|---|---|---|
| EEMS | ISHARES INC | $225.09万 | 0.01% | 29,660 | 15,615 | 111.2% | $118.50万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $225.00万 | 0.01% | 89,891 | 36,346 | 67.9% | $90.97万 | 加仓 |
| RKT | ROCKET COS INC | $224.92万 | 0.01% | 142,805 | 35,239 | 32.8% | $55.50万 | 加仓 |
| IWY | ISHARES TR | $224.84万 | 0.01% | 7,734 | 1,178 | 18.0% | $34.25万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $223.58万 | 0.01% | 84,720 | 22,224 | 35.6% | $58.65万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $222.64万 | 0.01% | 137,771 | 75,932 | 122.8% | $122.71万 | 加仓 |
| TTE | TOTALENERGIES SE | $220.29万 | 0.01% | 28,331 | 8,198 | 40.7% | $63.75万 | 加仓 |
| TIP | ISHARES TR | $219.39万 | 0.01% | 20,047 | 7,380 | 58.3% | $80.76万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $219.32万 | 0.01% | 54,652 | -75,222 | -57.9% | -$301.87万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $218.24万 | 0.01% | 3,782 | 2,843 | 302.8% | $164.05万 | 加仓 |
| VRSN | VERISIGN INC | $217.57万 | 0.01% | 8,649 | 2,380 | 38.0% | $59.87万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $217.38万 | 0.01% | 93,619 | -3,572 | -3.7% | -$8.29万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $216.82万 | 0.01% | 85,834 | -23,778 | -21.7% | -$60.06万 | 减仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $216.63万 | 0.01% | 158,585 | -26 | -0.0% | -$355 | 减仓 |
| LNG | CHENIERE ENERGY INC | $214.30万 | 0.01% | 8,964 | 3,864 | 75.8% | $92.38万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $213.25万 | 0.01% | 367,042 | -5,837 | -1.6% | -$3.39万 | 减仓 |
| — | BNY MELLON ETF TRUST | $211.87万 | 0.01% | 15,757 | 7,969 | 102.3% | $107.15万 | 加仓 |
| SUSC | ISHARES TR | $211.28万 | 0.01% | 91,261 | 25,962 | 39.8% | $60.11万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $211.21万 | 0.01% | 22,341 | 580 | 2.7% | $5.48万 | 加仓 |
| WPC | WP CAREY INC | $211.16万 | 0.01% | 29,531 | 14,713 | 99.3% | $105.20万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $210.21万 | 0.01% | 12,611 | -4,776 | -27.5% | -$79.61万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $210.07万 | 0.01% | 82,966 | 15,711 | 23.4% | $39.78万 | 加仓 |
| VTR | VENTAS INC | $208.78万 | 0.01% | 23,510 | 1,283 | 5.8% | $11.39万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $208.76万 | 0.01% | 6,060 | 2,156 | 55.2% | $74.27万 | 加仓 |
| EWW | ISHARES INC | $208.73万 | 0.01% | 27,730 | 3,170 | 12.9% | $23.86万 | 加仓 |
| ILMN | ILLUMINA INC | $208.39万 | 0.01% | 11,851 | -950 | -7.4% | -$16.70万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $208.28万 | 0.01% | 68,965 | 28,968 | 72.4% | $87.48万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $207.95万 | 0.01% | 4,079 | 637 | 18.5% | $32.48万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $207.63万 | 0.01% | 37,304 | 2,179 | 6.2% | $12.13万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $207.56万 | 0.01% | 18,709 | 1,170 | 6.7% | $12.98万 | 加仓 |
| — | ISHARES TR | $206.86万 | 0.01% | 80,270 | 26,305 | 48.7% | $67.79万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $206.60万 | 0.01% | 21,817 | 21,817 | — | $206.60万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $205.78万 | 0.01% | 123,892 | -7,315 | -5.6% | -$12.15万 | 减仓 |
| ECL | ECOLAB INC | $205.52万 | 0.01% | 7,374 | 1,079 | 17.1% | $30.07万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $205.44万 | 0.01% | 16,508 | 389 | 2.4% | $4.84万 | 加仓 |
| TTC | TORO CO | $204.12万 | 0.01% | 20,953 | -2,226 | -9.6% | -$21.69万 | 减仓 |
| TWLO | TWILIO INC | $203.86万 | 0.01% | 9,881 | 1,050 | 11.9% | $21.66万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $203.26万 | 0.01% | 11,664 | 450 | 4.0% | $7.84万 | 加仓 |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $202.66万 | 0.01% | 79,856 | 2,825 | 3.7% | $7.17万 | 加仓 |
| PSA | PUBLIC STORAGE | $202.50万 | 0.01% | 6,359 | -112 | -1.7% | -$3.57万 | 减仓 |
| IBHG | ISHARES TR | $201.95万 | 0.01% | 91,465 | 18,328 | 25.1% | $40.47万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $201.43万 | 0.01% | 6,692 | 1,318 | 24.5% | $39.67万 | 加仓 |
| XEL | XCEL ENERGY INC | $201.29万 | 0.01% | 25,068 | -18,732 | -42.8% | -$150.41万 | 减仓 |
| HUT | HUT 8 CORP | $201.25万 | 0.01% | 17,433 | 5,999 | 52.5% | $69.25万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $201.17万 | 0.01% | 146,834 | 68,507 | 87.5% | $93.86万 | 加仓 |
| AME | AMETEK INC | $201.08万 | 0.01% | 8,308 | -2,583 | -23.7% | -$62.52万 | 减仓 |
| AZO | AUTOZONE INC | $201.02万 | 0.01% | 628 | 233 | 59.0% | $74.58万 | 加仓 |
| ALB | ALBEMARLE CORP | $201.00万 | 0.01% | 14,886 | 6,233 | 72.0% | $84.16万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $200.63万 | 0.01% | 8,962 | -904 | -9.2% | -$20.24万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $200.51万 | 0.01% | 6,837 | 1,300 | 23.5% | $38.13万 | 加仓 |
| KR | KROGER CO | $200.45万 | 0.01% | 36,095 | 15,038 | 71.4% | $83.51万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $199.99万 | 0.01% | 41,241 | 10,375 | 33.6% | $50.31万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $199.46万 | 0.01% | 85,211 | 18,356 | 27.5% | $42.97万 | 加仓 |
| — | ISHARES TR | $198.72万 | 0.01% | 75,088 | 16,691 | 28.6% | $44.17万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $198.31万 | 0.01% | 124,489 | 27,087 | 27.8% | $43.15万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $198.15万 | 0.01% | 119,045 | 52,407 | 78.6% | $87.23万 | 加仓 |
| RBRK | RUBRIK INC. | $197.50万 | 0.01% | 24,601 | 16,984 | 223.0% | $136.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $197.15万 | 0.01% | 53,472 | 1,466 | 2.8% | $5.41万 | 加仓 |
| NVT | NVENT ELEC PLC | $196.83万 | 0.01% | 11,605 | 868 | 8.1% | $14.72万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $196.79万 | 0.01% | 13,638 | 6,625 | 94.5% | $95.60万 | 加仓 |
| DGRW | WISDOMTREE TR | $196.63万 | 0.01% | 20,563 | 8,200 | 66.3% | $78.41万 | 加仓 |
| INCY | INCYTE CORP | $196.32万 | 0.01% | 17,318 | -5,738 | -24.9% | -$65.05万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $195.16万 | 0.01% | 21,192 | 2,008 | 10.5% | $18.49万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $194.70万 | 0.01% | 38,701 | 2,042 | 5.6% | $10.27万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $194.69万 | 0.01% | 31,931 | 16,733 | 110.1% | $102.02万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $194.67万 | 0.01% | 53,687 | 11,358 | 26.8% | $41.18万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $194.56万 | 0.01% | 22,404 | 11,438 | 104.3% | $99.33万 | 加仓 |
| DON | WISDOMTREE TR | $194.32万 | 0.01% | 34,382 | 3,272 | 10.5% | $18.49万 | 加仓 |
| EWN | ISHARES INC | $194.10万 | 0.01% | 27,597 | 2,820 | 11.4% | $19.83万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $193.95万 | 0.01% | 13,944 | 4,403 | 46.1% | $61.24万 | 加仓 |
| NUE | NUCOR CORP | $193.09万 | 0.01% | 8,667 | 1,738 | 25.1% | $38.72万 | 加仓 |
| VALE | VALE S A | $192.59万 | 0.01% | 128,053 | 51,069 | 66.3% | $76.81万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $191.86万 | 0.01% | 76,469 | 17,852 | 30.5% | $44.79万 | 加仓 |
| VNO | VORNADO RLTY TR | $191.67万 | 0.01% | 48,771 | 25,929 | 113.5% | $101.90万 | 加仓 |
| SSL | SASOL LTD | $191.52万 | 0.01% | 195,027 | 117,730 | 152.3% | $115.61万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $191.21万 | 0.01% | 21,967 | 8,383 | 61.7% | $72.97万 | 加仓 |
| ARKK | ARK ETF TR | $191.02万 | 0.01% | 23,635 | -19,061 | -44.6% | -$154.05万 | 减仓 |
| NGG | NATIONAL GRID PLC | $190.84万 | 0.01% | 23,028 | 6,569 | 39.9% | $54.44万 | 加仓 |
| CCJ | CAMECO CORP | $190.67万 | 0.01% | 18,716 | 3,718 | 24.8% | $37.88万 | 加仓 |
| EWI | ISHARES INC | $190.58万 | 0.01% | 32,169 | 7,428 | 30.0% | $44.01万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $190.40万 | 0.01% | 58,174 | 2,708 | 4.9% | $8.86万 | 加仓 |
| IXP | ISHARES TR | $190.36万 | 0.01% | 16,870 | 1,102 | 7.0% | $12.44万 | 加仓 |
| SLQD | ISHARES TR | $190.19万 | 0.01% | 37,759 | 14,656 | 63.4% | $73.82万 | 加仓 |
| RBC | RBC BEARINGS INC | $189.93万 | 0.01% | 2,949 | -253 | -7.9% | -$16.29万 | 减仓 |
| MGA | MAGNA INTL INC | $189.69万 | 0.01% | 28,890 | 12,537 | 76.7% | $82.32万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $189.58万 | 0.01% | 7,980 | 538 | 7.2% | $12.78万 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD | $189.55万 | 0.01% | 164,397 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $189.47万 | 0.01% | 10,899 | 746 | 7.3% | $12.97万 | 加仓 |
| AOA | ISHARES TR | $189.18万 | 0.01% | 19,383 | 6,392 | 49.2% | $62.39万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $188.87万 | 0.01% | 35,871 | 22,604 | 170.4% | $119.02万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $188.62万 | 0.01% | 73,307 | 43,277 | 144.1% | $111.35万 | 加仓 |
| ZROZ | PIMCO ETF TR | $188.51万 | 0.01% | 29,408 | 14,974 | 103.7% | $95.98万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $188.27万 | 0.01% | 85,898 | 37,583 | 77.8% | $82.38万 | 加仓 |
| DTE | DTE ENERGY CO | $188.25万 | 0.01% | 12,353 | 6,128 | 98.4% | $93.38万 | 加仓 |
| AEE | AMEREN CORP | $186.43万 | 0.01% | 16,491 | 1,517 | 10.1% | $17.15万 | 加仓 |
| CLX | CLOROX CO DEL | $186.01万 | 0.01% | 19,486 | 5,012 | 34.6% | $47.84万 | 加仓 |
| WAB | WABTEC | $185.79万 | 0.01% | 6,892 | -613 | -8.2% | -$16.52万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $185.49万 | 0.01% | 28,976 | 11,133 | 62.4% | $71.27万 | 加仓 |
| YUM | YUM BRANDS INC | $185.44万 | 0.01% | 11,599 | 1,453 | 14.3% | $23.23万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $185.38万 | 0.01% | 100,042 | 41,521 | 71.0% | $76.94万 | 加仓 |