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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $185.13万 | 0.01% | 7,778 | 1,849 | 31.2% | $44.01万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $184.56万 | 0.01% | 19,608 | 8,023 | 69.3% | $75.52万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $184.26万 | 0.01% | 24,601 | 7,840 | 46.8% | $58.72万 | 加仓 |
| LDUR | PIMCO ETF TR | $183.90万 | 0.01% | 19,232 | 2,486 | 14.8% | $23.77万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $183.37万 | 0.01% | 12,943 | 4,476 | 52.9% | $63.41万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $183.07万 | 0.01% | 10,871 | 4,858 | 80.8% | $81.81万 | 加仓 |
| DBAW | DBX ETF TR | $181.54万 | 0.01% | 37,448 | 37,448 | — | $181.54万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $181.06万 | 0.01% | 312,178 | -9,093 | -2.8% | -$5.27万 | 减仓 |
| LIT | GLOBAL X FDS | $180.65万 | 0.01% | 23,076 | 6,013 | 35.2% | $47.07万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $180.51万 | 0.01% | 9,650 | 5,448 | 129.7% | $101.91万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $180.07万 | 0.01% | 34,630 | 3,169 | 10.1% | $16.48万 | 加仓 |
| DOW | DOW HLDGS INC | $179.90万 | 0.01% | 65,753 | -12,519 | -16.0% | -$34.25万 | 减仓 |
| VFC | V F CORP | $179.67万 | 0.01% | 72,922 | -13,230 | -15.4% | -$32.60万 | 减仓 |
| BN | BROOKFIELD CORP | $179.43万 | 0.01% | 42,129 | 5,560 | 15.2% | $23.68万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $179.14万 | 0.01% | 10,009 | 6,403 | 177.6% | $114.60万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $178.87万 | 0.01% | 11,367 | 11,367 | — | $178.87万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $178.46万 | 0.01% | 18,418 | 6,898 | 59.9% | $66.84万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $178.41万 | 0.01% | 26,800 | 31 | 0.1% | $2,064 | 加仓 |
| MCO | MOODYS CORP | $177.83万 | 0.01% | 3,925 | 1,286 | 48.7% | $58.27万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $177.76万 | 0.01% | 8,622 | 3,950 | 84.5% | $81.44万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $177.55万 | 0.01% | 56,722 | 16,443 | 40.8% | $51.47万 | 加仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $177.30万 | 0.01% | 72,077 | 2,675 | 3.9% | $6.58万 | 加仓 |
| SON | SONOCO PRODS CO | $176.87万 | 0.01% | 31,389 | 18,309 | 140.0% | $103.17万 | 加仓 |
| XYZ | BLOCK INC | $176.26万 | 0.01% | 23,192 | 9,504 | 69.4% | $72.23万 | 加仓 |
| COR | CENCORA INC | $175.81万 | 0.01% | 6,207 | -5,108 | -45.1% | -$144.68万 | 减仓 |
| JETS | ETF SER SOLUTIONS | $174.01万 | 0.01% | 52,381 | 10,683 | 25.6% | $35.49万 | 加仓 |
| UNM | UNUM GROUP | $173.32万 | 0.01% | 19,387 | 8,758 | 82.4% | $78.30万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $173.14万 | 0.01% | 39,801 | 39,801 | — | $173.14万 | 新建仓 |
| GVI | ISHARES TR | $173.11万 | 0.01% | 16,317 | 6,205 | 61.4% | $65.83万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $172.44万 | 0.01% | 4,457 | 1,240 | 38.5% | $47.97万 | 加仓 |
| IGRO | ISHARES TR | $172.25万 | 0.01% | 19,590 | 9,071 | 86.2% | $79.76万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $172.18万 | 0.01% | 11,099 | 4,204 | 61.0% | $65.22万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $172.04万 | 0.01% | 39,750 | 33,198 | 506.7% | $143.68万 | 加仓 |
| QQQI | NEOS ETF TRUST | $171.52万 | 0.01% | 30,203 | 15,402 | 104.1% | $87.47万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $171.23万 | 0.01% | 28,668 | -3,157 | -9.9% | -$18.86万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $170.53万 | 0.01% | 21,922 | 8,500 | 63.3% | $66.12万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $170.32万 | 0.01% | 25,074 | 15,978 | 175.7% | $108.53万 | 加仓 |
| TLTD | FLEXSHARES TR | $170.06万 | 0.01% | 17,342 | 8,587 | 98.1% | $84.21万 | 加仓 |
| TPR | TAPESTRY INC | $169.78万 | 0.01% | 11,597 | -2,801 | -19.5% | -$41.01万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $168.47万 | 0.01% | 26,973 | 12,722 | 89.3% | $79.46万 | 加仓 |
| KHC | KRAFT HEINZ CO | $168.43万 | 0.01% | 71,310 | 30,793 | 76.0% | $72.73万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $168.33万 | 0.01% | 14,637 | 268 | 1.9% | $3.08万 | 加仓 |
| FFA | FIRST TR ENHANCED EQUITY | $168.14万 | 0.01% | 75,194 | 1,765 | 2.4% | $3.95万 | 加仓 |
| UGI | UGI CORP NEW | $167.65万 | 0.01% | 48,539 | 32,570 | 204.0% | $112.49万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $167.26万 | 0.01% | 8,656 | -824 | -8.7% | -$15.92万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $166.95万 | 0.01% | 64,580 | 37,142 | 135.4% | $96.02万 | 加仓 |
| NBBK | NB BANCORP INC | $166.27万 | 0.01% | 78,691 | 30,764 | 64.2% | $65.00万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $166.26万 | 0.01% | 29,955 | -11,714 | -28.1% | -$65.02万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $166.02万 | 0.01% | 11,949 | 5,831 | 95.3% | $81.02万 | 加仓 |
| HSY | HERSHEY CO | $165.59万 | 0.01% | 9,438 | -386 | -3.9% | -$6.77万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $165.45万 | 0.01% | 74,040 | 20,459 | 38.2% | $45.72万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $164.58万 | 0.01% | 6,585 | 1,513 | 29.8% | $37.82万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $164.55万 | 0.01% | 29,122 | -137 | -0.5% | -$7,741 | 减仓 |
| IBDV | ISHARES TR | $164.45万 | 0.01% | 75,438 | 35,281 | 87.9% | $76.91万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $164.44万 | 0.01% | 7,716 | 1,878 | 32.2% | $40.02万 | 加仓 |
| OC | OWENS CORNING NEW | $164.43万 | 0.01% | 10,344 | 2,917 | 39.3% | $46.37万 | 加仓 |
| CME | CME GROUP INC | $164.14万 | 0.01% | 7,430 | 1,837 | 32.8% | $40.58万 | 加仓 |
| IHF | ISHARES TR | $163.63万 | 0.01% | 29,574 | 29,574 | — | $163.63万 | 新建仓 |
| OIH | VANECK ETF TRUST | $163.40万 | 0.01% | 4,392 | -486 | -10.0% | -$18.08万 | 减仓 |
| XT | ISHARES TR | $163.38万 | 0.01% | 19,773 | 9,237 | 87.7% | $76.32万 | 加仓 |
| USIG | ISHARES TR | $162.30万 | 0.01% | 31,644 | 18,665 | 143.8% | $95.73万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $161.64万 | 0.01% | 31,924 | 363 | 1.2% | $1.84万 | 加仓 |
| RPM | RPM INTL INC | $161.57万 | 0.01% | 14,537 | 4,753 | 48.6% | $52.83万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $161.54万 | 0.01% | 39,420 | 39,420 | — | $161.54万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $160.85万 | 0.01% | 8,863 | 4,022 | 83.1% | $72.99万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $160.65万 | 0.01% | 65,144 | 31,906 | 96.0% | $78.68万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $160.40万 | 0.01% | 4,853 | 1,350 | 38.5% | $44.62万 | 加仓 |
| GIS | GENERAL MILLS INC | $160.13万 | 0.01% | 46,014 | -24,502 | -34.7% | -$85.27万 | 减仓 |
| GSK | GSK PLC | $160.08万 | 0.01% | 30,537 | 6,809 | 28.7% | $35.69万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $159.27万 | 0.01% | 80,077 | 10,615 | 15.3% | $21.11万 | 加仓 |
| FRO | FRONTLINE PLC | $159.26万 | 0.01% | 45,778 | 25,619 | 127.1% | $89.13万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $159.16万 | 0.01% | 27,560 | 8,958 | 48.2% | $51.73万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $158.63万 | 0.01% | 11,944 | 477 | 4.2% | $6.34万 | 加仓 |
| BP | BP PLC | $158.19万 | 0.01% | 42,814 | -2,758 | -6.1% | -$10.19万 | 减仓 |
| NOK | NOKIA CORP | $158.02万 | 0.01% | 118,990 | 20,395 | 20.7% | $27.08万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $157.69万 | 0.01% | 5,386 | 5,386 | — | $157.69万 | 新建仓 |
| ICLN | ISHARES TR | $157.62万 | 0.01% | 76,927 | 25,697 | 50.2% | $52.65万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $157.43万 | 0.01% | 18,169 | 3,834 | 26.7% | $33.22万 | 加仓 |
| KWEB | KRANESHARES TRUST | $157.40万 | 0.01% | 64,323 | 107 | 0.2% | $2,618 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $156.88万 | 0.01% | 7,253 | 313 | 4.5% | $6.77万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $156.05万 | 0.01% | 66,630 | 32,126 | 93.1% | $75.24万 | 加仓 |
| KKR | KKR & CO INC | $155.68万 | 0.01% | 16,963 | 3,907 | 29.9% | $35.86万 | 加仓 |
| DHI | D R HORTON INC | $155.60万 | 0.01% | 9,548 | -1,165 | -10.9% | -$18.99万 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $155.45万 | 0.01% | 144,738 | -6,274 | -4.2% | -$6.74万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $155.44万 | 0.01% | 8,651 | 2,650 | 44.2% | $47.62万 | 加仓 |
| ING | ING GROEP N.V. | $155.16万 | 0.01% | 49,447 | 23,521 | 90.7% | $73.81万 | 加仓 |
| VSAT | VIASAT INC | $154.90万 | 0.01% | 17,247 | 10,956 | 174.2% | $98.40万 | 加仓 |
| MFC | MANULIFE FINL CORP | $153.79万 | 0.01% | 37,962 | 8,527 | 29.0% | $34.54万 | 加仓 |
| BIZD | VANECK ETF TRUST | $153.49万 | 0.01% | 121,241 | 59,381 | 96.0% | $75.18万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $153.36万 | 0.01% | 115,959 | 89,964 | 346.1% | $118.98万 | 加仓 |
| IBHH | ISHARES TR | $153.18万 | 0.01% | 65,182 | 7,854 | 13.7% | $18.46万 | 加仓 |
| PL | PLANET LABS PBC | $152.66万 | 0.01% | 46,080 | -13,869 | -23.1% | -$45.95万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $152.55万 | 0.01% | 2,446 | -1,755 | -41.8% | -$109.46万 | 减仓 |
| APP | APPLOVIN CORP | $152.09万 | 0.01% | 2,952 | 362 | 14.0% | $18.65万 | 加仓 |
| BWA | BORGWARNER INC | $151.64万 | 0.01% | 22,837 | -1,147 | -4.8% | -$7.62万 | 减仓 |
| ICSH | ISHARES TR | $151.09万 | 0.01% | 29,872 | 14,958 | 100.3% | $75.66万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $150.99万 | 0.01% | 65,388 | 16,869 | 34.8% | $38.95万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $150.13万 | 0.01% | 71,542 | 27,396 | 62.1% | $57.49万 | 加仓 |
| NVO | NOVO-NORDISK A S | $149.99万 | 0.01% | 31,283 | 6,950 | 28.6% | $33.32万 | 加仓 |
| PSFF | PACER FDS TR | $149.96万 | 0.01% | 43,708 | 2,997 | 7.4% | $10.28万 | 加仓 |