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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE | $2,734.03万 | 0.22% | 189,285 | 87,790 | 86.5% | $1,268.04万 | 加仓 |
| SDVY | FIRST TRUST | $2,576.48万 | 0.21% | 653,431 | 134,915 | 26.0% | $531.97万 | 加仓 |
| COST | COSTCO WHOLESALE | $2,550.06万 | 0.20% | 25,592 | 11,535 | 82.1% | $1,149.38万 | 加仓 |
| JIRE | JPMORGAN | $2,520.71万 | 0.20% | 332,811 | 270,334 | 432.7% | $2,047.51万 | 加仓 |
| SPTL | STATE STREET | $2,484.20万 | 0.20% | 944,560 | 19,285 | 2.1% | $50.72万 | 加仓 |
| DFIC | DIMENSIONAL INTL | $2,477.50万 | 0.20% | 697,299 | 57,915 | 9.1% | $205.77万 | 加仓 |
| INTF | ISHARES INTL | $2,467.15万 | 0.20% | 633,253 | 597,067 | 1,650.0% | $2,326.17万 | 加仓 |
| — | DIMENSIONAL US | $2,455.80万 | 0.20% | 340,704 | 1,586 | 0.5% | $11.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $2,429.44万 | 0.19% | 166,082 | 38,690 | 30.4% | $565.96万 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $2,383.35万 | 0.19% | 246,468 | 241,761 | 5,136.2% | $2,337.83万 | 加仓 |
| HD | HOME DEPOT | $2,360.30万 | 0.19% | 71,765 | 44,215 | 160.5% | $1,454.20万 | 加仓 |
| IWB | ISHARES RUSSELL | $2,326.85万 | 0.19% | 65,258 | 22,194 | 51.5% | $791.35万 | 加仓 |
| IXUS | ISHARES CORE | $2,313.47万 | 0.18% | 267,021 | 24,767 | 10.2% | $214.58万 | 加仓 |
| DIA | STATE STREET | $2,277.49万 | 0.18% | 49,170 | 7,161 | 17.0% | $331.69万 | 加仓 |
| ANGL | VANECK FALLEN | $2,260.34万 | 0.18% | 787,026 | 760,132 | 2,826.4% | $2,183.10万 | 加仓 |
| PHYS | SPROTT PHYSICAL | $2,259.45万 | 0.18% | 637,542 | 117,464 | 22.6% | $416.29万 | 加仓 |
| THRO | ISHARES U S | $2,247.78万 | 0.18% | 620,592 | 108,628 | 21.2% | $393.45万 | 加仓 |
| IJR | ISHARES CORE | $2,234.27万 | 0.18% | 179,734 | 10,388 | 6.1% | $129.13万 | 加仓 |
| LMBS | FIRST TRUST | $2,226.79万 | 0.18% | 447,057 | 125,467 | 39.0% | $624.95万 | 加仓 |
| UCON | FIRST TRUST | $2,225.85万 | 0.18% | 898,608 | 625,557 | 229.1% | $1,549.51万 | 加仓 |
| STIP | ISHARES 0-5 | $2,194.91万 | 0.18% | 212,212 | 47,436 | 28.8% | $490.63万 | 加仓 |
| DGRO | ISHARES CORE | $2,163.70万 | 0.17% | 308,307 | 41,976 | 15.8% | $294.59万 | 加仓 |
| EFV | ISHARES MSCI | $2,125.75万 | 0.17% | 285,911 | -7,143 | -2.4% | -$53.11万 | 减仓 |
| BILS | STATE STREET | $2,119.04万 | 0.17% | 213,098 | 53,633 | 33.6% | $533.33万 | 加仓 |
| EFG | ISHARES MSCI | $2,107.96万 | 0.17% | 189,276 | 45,941 | 32.1% | $511.64万 | 加仓 |
| SLV | ISHARES SILVER | $2,101.61万 | 0.17% | 308,426 | 168,355 | 120.2% | $1,147.17万 | 加仓 |
| AGG | ISHARES CORE | $2,095.02万 | 0.17% | 211,042 | 20,231 | 10.6% | $200.83万 | 加仓 |
| IUSG | ISHARES S&P | $2,049.65万 | 0.16% | 132,142 | 5,075 | 4.0% | $78.72万 | 加仓 |
| NBSD | NEUBERGER SHORT | $1,967.02万 | 0.16% | 387,897 | 378,945 | 4,233.1% | $1,921.63万 | 加仓 |
| — | DIMENSIONAL US | $1,954.01万 | 0.16% | 531,559 | 145,136 | 37.6% | $533.52万 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $1,948.29万 | 0.16% | 107,391 | 7,436 | 7.4% | $134.90万 | 加仓 |
| SPSM | STATE STREET | $1,942.42万 | 0.15% | 401,991 | 79,689 | 24.7% | $385.06万 | 加仓 |
| JAVA | JPMORGAN ACTIVE | $1,889.50万 | 0.15% | 263,344 | 259,054 | 6,038.6% | $1,858.72万 | 加仓 |
| XLE | STATE STREET | $1,858.91万 | 0.15% | 303,446 | 181,510 | 148.9% | $1,111.93万 | 加仓 |
| BAC | BANK AMERICA | $1,851.93万 | 0.15% | 379,883 | 195,990 | 106.6% | $955.45万 | 加仓 |
| FTA | FIRST TRUST | $1,832.94万 | 0.15% | 198,478 | 188,219 | 1,834.7% | $1,738.20万 | 加仓 |
| IDEV | ISHARES CORE | $1,821.28万 | 0.15% | 217,934 | 159,471 | 272.8% | $1,332.70万 | 加仓 |
| IBTI | ISHARES IBONDS | $1,804.81万 | 0.14% | 809,948 | 221,499 | 37.6% | $493.57万 | 加仓 |
| VXUS | VANGUARD TOTAL | $1,804.19万 | 0.14% | 233,976 | 18,837 | 8.8% | $145.25万 | 加仓 |
| IWM | ISHARES RUSSELL | $1,768.51万 | 0.14% | 71,311 | 19,287 | 37.1% | $478.32万 | 加仓 |
| FRDM | FREEDOM 100 | $1,767.34万 | 0.14% | 323,392 | 196,280 | 154.4% | $1,072.67万 | 加仓 |
| NFLX | NETFLIX INC | $1,760.64万 | 0.14% | 183,114 | 99,852 | 119.9% | $960.08万 | 加仓 |
| NOW | SERVICENOW INC | $1,749.27万 | 0.14% | 167,314 | 93,123 | 125.5% | $973.60万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1,742.73万 | 0.14% | 587,570 | 443,487 | 307.8% | $1,315.38万 | 加仓 |
| CAT | CATERPILLAR INC | $1,723.19万 | 0.14% | 24,323 | 11,327 | 87.2% | $802.47万 | 加仓 |
| VGT | VANGUARD INFORMATION | $1,721.14万 | 0.14% | 24,668 | 7,800 | 46.2% | $544.22万 | 加仓 |
| ESGU | ISHARES ESG | $1,709.80万 | 0.14% | 120,902 | 29,472 | 32.2% | $416.79万 | 加仓 |
| USMC | PRINCIPAL US | $1,661.76万 | 0.13% | 258,390 | 16,738 | 6.9% | $107.65万 | 加仓 |
| IBM | INTL BUSINESS | $1,658.72万 | 0.13% | 68,432 | 38,786 | 130.8% | $940.13万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,652.79万 | 0.13% | 358,756 | 123,950 | 52.8% | $571.04万 | 重新持有 |
| FDVV | FIDELITY HIGH | $1,651.03万 | 0.13% | 298,882 | 17,277 | 6.1% | $95.44万 | 加仓 |
| JUCY | APTUS ENHANCED | $1,650.61万 | 0.13% | 745,196 | 299,099 | 67.0% | $662.50万 | 加仓 |
| IVLU | ISHARES MSCI | $1,645.10万 | 0.13% | 414,592 | 17,366 | 4.4% | $68.91万 | 加仓 |
| PWR | QUANTA SERVICES | $1,642.81万 | 0.13% | 29,923 | 3,839 | 14.7% | $210.77万 | 加仓 |
| IVE | ISHARES S&P | $1,640.10万 | 0.13% | 77,675 | 14,744 | 23.4% | $311.32万 | 加仓 |
| C | CITIGROUP INC | $1,633.05万 | 0.13% | 143,995 | 51,535 | 55.7% | $584.46万 | 加仓 |
| AMD | ADVANCED MICRO | $1,619.82万 | 0.13% | 79,625 | 54,393 | 215.6% | $1,106.52万 | 加仓 |
| VLUE | ISHARES MSCI | $1,615.48万 | 0.13% | 113,615 | 47,900 | 72.9% | $681.09万 | 加仓 |
| MBB | ISHARES MBS | $1,607.87万 | 0.13% | 169,338 | -115,420 | -40.5% | -$1,095.92万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,604.70万 | 0.13% | 672,268 | 672,268 | — | $1,604.70万 | 新建仓 |
| IJK | ISHARES S&P | $1,579.04万 | 0.13% | 156,931 | 154,837 | 7,394.3% | $1,557.97万 | 加仓 |
| JSCP | JPMORGAN SHORT | $1,563.83万 | 0.12% | 330,619 | 58,106 | 21.3% | $274.84万 | 重新持有 |
| AVUV | AVANTIS U S | $1,553.26万 | 0.12% | 140,605 | 52,381 | 59.4% | $578.65万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL | $1,553.15万 | 0.12% | 287,674 | 6,754 | 2.4% | $36.46万 | 加仓 |
| MFSI | MFS ACTIVE | $1,544.66万 | 0.12% | 519,737 | 496,870 | 2,172.9% | $1,476.70万 | 加仓 |
| VONV | VANGUARD RUSSELL | $1,535.10万 | 0.12% | 163,761 | 84,902 | 107.7% | $795.87万 | 加仓 |
| DFIV | DIMENSIONAL INTL | $1,534.43万 | 0.12% | 290,721 | 25,442 | 9.6% | $134.28万 | 加仓 |
| XLV | STATE STREET | $1,522.72万 | 0.12% | 103,862 | 51,847 | 99.7% | $760.13万 | 加仓 |
| GEV | GE VERNOVA | $1,508.96万 | 0.12% | 17,287 | 8,013 | 86.4% | $699.45万 | 加仓 |
| GE | GE AEROSPACE | $1,502.12万 | 0.12% | 52,934 | 23,258 | 78.4% | $660.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,499.46万 | 0.12% | 44,384 | 25,935 | 140.6% | $876.18万 | 加仓 |
| GOVT | ISHARES U S | $1,496.47万 | 0.12% | 653,194 | 112,937 | 20.9% | $258.74万 | 加仓 |
| XLP | STATE STREET | $1,495.02万 | 0.12% | 182,365 | 135,095 | 285.8% | $1,107.51万 | 加仓 |
| SHLD | GLOBAL X | $1,488.69万 | 0.12% | 210,149 | 33,244 | 18.8% | $235.50万 | 加仓 |
| VV | VANGUARD LARGE | $1,485.31万 | 0.12% | 49,701 | 7,745 | 18.5% | $231.46万 | 加仓 |
| RDVI | FIRST TRUST | $1,480.86万 | 0.12% | 579,593 | 216,296 | 59.5% | $552.64万 | 加仓 |
| FANG | DIAMONDBACK ENERGY | $1,475.74万 | 0.12% | 74,612 | 17,815 | 31.4% | $352.36万 | 加仓 |
| OMFL | INVESCO RUSSELL | $1,474.64万 | 0.12% | 245,282 | -3,677 | -1.5% | -$22.11万 | 减仓 |
| PEP | PEPSICO INC | $1,470.93万 | 0.12% | 94,721 | 53,062 | 127.4% | $824.00万 | 加仓 |
| LRCX | LAM RESEARCH | $1,469.73万 | 0.12% | 68,788 | 49,278 | 252.6% | $1,052.88万 | 加仓 |
| SPTI | STATE STREET | $1,453.58万 | 0.12% | 507,179 | 150,143 | 42.1% | $430.31万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,435.81万 | 0.11% | 42,486 | 30,176 | 245.1% | $1,019.80万 | 加仓 |
| CGGO | CAPITAL GROUP | $1,431.15万 | 0.11% | 428,873 | 83,104 | 24.0% | $277.32万 | 加仓 |
| VGSH | VANGUARD SHORT | $1,428.14万 | 0.11% | 243,960 | 8,543 | 3.6% | $50.01万 | 加仓 |
| MCD | MCDONALDS CORP | $1,425.88万 | 0.11% | 45,879 | 25,999 | 130.8% | $808.03万 | 加仓 |
| LMT | LOCKHEED MARTIN | $1,421.64万 | 0.11% | 23,522 | 8,832 | 60.1% | $533.79万 | 加仓 |
| — | WISDOMTREE TR | $1,421.52万 | 0.11% | 216,976 | 37,631 | 21.0% | $246.54万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $1,400.51万 | 0.11% | 65,122 | 32,813 | 101.6% | $705.67万 | 加仓 |
| CSCO | CISCO SYSTEMS | $1,394.02万 | 0.11% | 179,665 | 91,268 | 103.2% | $708.15万 | 加仓 |
| MRK | MERCK & COMPANY | $1,373.93万 | 0.11% | 114,218 | 53,774 | 89.0% | $646.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1,367.50万 | 0.11% | 272,410 | 143,497 | 111.3% | $720.35万 | 加仓 |
| PFE | PFIZER INC | $1,366.60万 | 0.11% | 486,681 | 222,593 | 84.3% | $625.04万 | 加仓 |
| DFSD | DIMENSIONAL SHORT | $1,362.11万 | 0.11% | 284,484 | 16,709 | 6.2% | $80.00万 | 加仓 |
| APH | AMPHENOL CORP | $1,361.23万 | 0.11% | 107,735 | 46,932 | 77.2% | $592.99万 | 加仓 |
| ABBV | ABBVIE INC | $1,347.31万 | 0.11% | 61,948 | 27,635 | 80.5% | $601.04万 | 加仓 |
| JGLO | JPMORGAN GLOBAL | $1,328.56万 | 0.11% | 203,549 | 192,453 | 1,734.4% | $1,256.14万 | 加仓 |
| RTX | RTX CORP | $1,320.60万 | 0.11% | 68,460 | 25,618 | 59.8% | $494.17万 | 加仓 |
| DFCF | DIMENSIONAL CORE | $1,320.05万 | 0.11% | 312,660 | 7,859 | 2.6% | $33.18万 | 加仓 |
| VHT | VANGUARD HEALTH | $1,318.23万 | 0.11% | 48,406 | 33,263 | 219.7% | $905.84万 | 加仓 |
| JHMM | JOHN HANCOCK | $1,304.18万 | 0.10% | 194,305 | 8,000 | 4.3% | $53.70万 | 加仓 |