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 |
|---|---|---|---|---|---|---|---|---|
| IONS | IONIS PHARMACEUTICALS | $20.45万 | 0.00% | 2,724 | 2,724 | — | $20.45万 | 新建仓 |
| — | CSP INC | $20.38万 | 0.00% | 23,561 | 47 | 0.2% | $407 | 加仓 |
| BBH | VANECK BIOTECH | $20.35万 | 0.00% | 1,082 | 1,082 | — | $20.35万 | 新建仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $20.32万 | 0.00% | 33,804 | -3,536 | -9.5% | -$2.13万 | 重新持有 |
| CNXC | CONCENTRIX CORP | $20.28万 | 0.00% | 7,411 | -285 | -3.7% | -$7,798 | 重新持有 |
| CVNA | CARVANA COMPANY | $20.24万 | 0.00% | 644 | -182 | -22.0% | -$5.72万 | 重新持有 |
| GVA | GRANITE CONSTRUCTION | $20.24万 | 0.00% | 1,688 | 1,688 | — | $20.24万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.21万 | 0.00% | 6,744 | 29 | 0.4% | $869 | 加仓 |
| EWL | ISHARES MSCI | $20.19万 | 0.00% | 3,433 | -18,715 | -84.5% | -$110.07万 | 减仓 |
| ACHR | ARCHER AVIATION | $20.18万 | 0.00% | 39,035 | 8,474 | 27.7% | $4.38万 | 加仓 |
| CNA | CNA FINANCIAL | $20.16万 | 0.00% | 4,391 | 4,391 | — | $20.16万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $20.16万 | 0.00% | 33,711 | 14,222 | 73.0% | $8.50万 | 重新持有 |
| DKS | DICKS SPORTING | $20.15万 | 0.00% | 1,016 | -144 | -12.4% | -$2.86万 | 重新持有 |
| MPT | MEDICAL PROPERTIES | $20.14万 | 0.00% | 43,493 | 9,624 | 28.4% | $4.46万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO | $20.13万 | 0.00% | 6,599 | 6,599 | — | $20.13万 | 新建仓 |
| TTD | TRADE DESK | $20.13万 | 0.00% | 8,871 | 3,555 | 66.9% | $8.07万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $20.06万 | 0.00% | 3,027 | 3,027 | — | $20.06万 | 新建仓 |
| NWL | NEWELL BRANDS | $20.06万 | 0.00% | 58,493 | 24,299 | 71.1% | $8.33万 | 加仓 |
| SCI | SERVICE CORP | $20.03万 | 0.00% | 2,428 | 2,428 | — | $20.03万 | 新建仓 |
| OBDC | BLUE OWL | $19.82万 | 0.00% | 17,921 | 1,956 | 12.3% | $2.16万 | 加仓 |
| — | VISTA GOLD CORP | $19.60万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $19.57万 | 0.00% | 13,683 | 13,683 | — | $19.57万 | 新建仓 |
| — | COHEN & STEERS SELECT PFD & | $19.39万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GLOBAL | $19.26万 | 0.00% | 26,525 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $19.01万 | 0.00% | 42,339 | -35,417 | -45.5% | -$15.90万 | 减仓 |
| — | JOURNEY MEDICAL | $18.93万 | 0.00% | 40,369 | -3,651 | -8.3% | -$1.71万 | 减仓 |
| FTRE | FORTREA HOLDINGS | $18.56万 | 0.00% | 19,700 | 4,852 | 32.7% | $4.57万 | 加仓 |
| VLRS | CONTROLADORA VUELA | $18.14万 | 0.00% | 25,056 | 25,056 | — | $18.14万 | 新建仓 |
| ETV | EATON VANCE | $17.46万 | 0.00% | 12,775 | 250 | 2.0% | $3,418 | 重新持有 |
| ERIC | ERICSSON TELEPHONE | $17.40万 | 0.00% | 15,442 | 2,994 | 24.1% | $3.37万 | 加仓 |
| ZETA | ZETA GLOBAL | $17.18万 | 0.00% | 10,793 | 10,793 | — | $17.18万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $17.03万 | 0.00% | 13,600 | 2,937 | 27.5% | $3.68万 | 加仓 |
| BTZ | BLACKROCK CREDIT | $16.60万 | 0.00% | 16,439 | 8 | 0.0% | $81 | 加仓 |
| XNEAX | NUVEEN AMT | $16.57万 | 0.00% | 14,755 | -68,503 | -82.3% | -$76.93万 | 减仓 |
| CRGY | CRESCENT ENERGY | $16.56万 | 0.00% | 12,270 | 12,270 | — | $16.56万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED | $16.53万 | 0.00% | 15,085 | -35 | -0.2% | -$384 | 减仓 |
| WEN | WENDYS CO | $16.44万 | 0.00% | 23,651 | -5,271 | -18.2% | -$3.66万 | 减仓 |
| FRSH | FRESHWORKS INC | $16.36万 | 0.00% | 20,378 | 20,378 | — | $16.36万 | 新建仓 |
| HUN | HUNTSMAN CORP | $16.13万 | 0.00% | 12,119 | -22,366 | -64.9% | -$29.77万 | 重新持有 |
| — | FIRST SEACOAST | $15.75万 | 0.00% | 12,537 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT | $15.73万 | 0.00% | 26,214 | 26,214 | — | $15.73万 | 新建仓 |
| EOSE | EOS ENERGY | $15.48万 | 0.00% | 31,202 | 31,202 | — | $15.48万 | 新建仓 |
| — | MODIV INDUSTRIAL INC | $15.44万 | 0.00% | 10,781 | -3,183 | -22.8% | -$4.56万 | 重新持有 |
| NIO | NIO INC | $15.23万 | 0.00% | 25,262 | 1,548 | 6.5% | $9,334 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY | $14.57万 | 0.00% | 15,548 | 15,548 | — | $14.57万 | 新建仓 |
| TE | T1 ENERGY INC | $14.54万 | 0.00% | 33,120 | 33,120 | — | $14.54万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $14.41万 | 0.00% | 13,711 | 1,034 | 8.2% | $1.09万 | 重新持有 |
| AES | AES CORP | $14.41万 | 0.00% | 10,224 | -36,998 | -78.3% | -$52.13万 | 减仓 |
| OTF | BLUE OWL | $14.08万 | 0.00% | 11,361 | 11,361 | — | $14.08万 | 新建仓 |
| — | ALLSPRING ADVANTAGE | $13.71万 | 0.00% | 11,333 | -227 | -2.0% | -$2,747 | 减仓 |
| RIOT | RIOT PLATFORMS | $13.56万 | 0.00% | 10,967 | 10,967 | — | $13.56万 | 新建仓 |
| CFFN | CAPITOL FEDERAL | $13.47万 | 0.00% | 18,897 | 8,356 | 79.3% | $5.96万 | 加仓 |
| LBTYA | LIBERTY GLOBAL | $13.44万 | 0.00% | 11,116 | -4,689 | -29.7% | -$5.67万 | 重新持有 |
| TSSI | TSS INC DEL | $13.37万 | 0.00% | 10,280 | 10,280 | — | $13.37万 | 新建仓 |
| AI | C3 AI | $13.09万 | 0.00% | 15,545 | 32 | 0.2% | $269 | 重新持有 |
| — | NUVEEN NY DIVI ADV | $12.72万 | 0.00% | 11,405 | 847 | 8.0% | $9,444 | 加仓 |
| — | FORTRESS BIOTECH | $12.61万 | 0.00% | 45,200 | -5,800 | -11.4% | -$1.62万 | 减仓 |
| CRNC | CERENCE INC | $12.41万 | 0.00% | 19,666 | 3,655 | 22.8% | $2.31万 | 重新持有 |
| VZLA | VIZSLA SILVER CORP | $12.09万 | 0.00% | 36,650 | 1,050 | 2.9% | $3,465 | 加仓 |
| XAODX | ABRDN TOTAL | $11.87万 | 0.00% | 12,893 | -9,763 | -43.1% | -$8.99万 | 减仓 |
| — | PALLADYNE AI CORP | $11.80万 | 0.00% | 19,433 | 19,433 | — | $11.80万 | 新建仓 |
| HLN | HALEON PLC | $11.55万 | 0.00% | 11,534 | 861 | 8.1% | $8,618 | 重新持有 |
| MUA | BLACKROCK MUNIASSETS FD INC | $11.18万 | 0.00% | 10,541 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $11.17万 | 0.00% | 12,356 | 12,356 | — | $11.17万 | 新建仓 |
| MFG | MIZUHO FINANCIAL | $11.10万 | 0.00% | 13,986 | 868 | 6.6% | $6,892 | 加仓 |
| ABR | ARBOR REALTY | $11.04万 | 0.00% | 14,315 | 2,370 | 19.8% | $1.83万 | 重新持有 |
| FSM | FORTUNA MINING | $10.98万 | 0.00% | 11,057 | -3,695 | -25.0% | -$3.67万 | 重新持有 |
| — | TEMPLETON EMERGING MKTS | $10.92万 | 0.00% | 18,170 | -3,434 | -15.9% | -$2.06万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $10.87万 | 0.00% | 11,010 | 0 | 0.0% | — | 重新持有 |
| MBLY | MOBILEYE GLOBAL | $10.78万 | 0.00% | 15,689 | 1,089 | 7.5% | $7,481 | 重新持有 |
| BULL | WEBULL CORP | $10.68万 | 0.00% | 22,253 | 22,253 | — | $10.68万 | 新建仓 |
| NUVB | NUVATION BIO | $10.66万 | 0.00% | 24,856 | 3,616 | 17.0% | $1.55万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $10.53万 | 0.00% | 16,507 | 16,507 | — | $10.53万 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $10.52万 | 0.00% | 12,351 | 1,327 | 12.0% | $1.13万 | 重新持有 |
| JPC | NUVEEN PFD | $10.26万 | 0.00% | 13,610 | -83,822 | -86.0% | -$63.20万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $10.03万 | 0.00% | 28,572 | 17,136 | 149.8% | $6.01万 | 加仓 |
| ETW | EATON VANCE | $9.94万 | 0.00% | 11,322 | 820 | 7.8% | $7,200 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES | $9.86万 | 0.00% | 14,189 | 3,473 | 32.4% | $2.41万 | 加仓 |
| BHVN | BIOHAVEN LTD | $9.70万 | 0.00% | 11,464 | 11,464 | — | $9.70万 | 新建仓 |
| ARDX | ARDELYX INC | $9.68万 | 0.00% | 16,165 | 4,104 | 34.0% | $2.46万 | 加仓 |
| — | TASEKO MINES LTD | $9.68万 | 0.00% | 15,000 | 0 | 0.0% | — | 重新持有 |
| CLM | CORNERSTONE STRATEGIC INVEST | $9.40万 | 0.00% | 12,919 | 1,114 | 9.4% | $8,110 | 重新持有 |
| — | INVESCO ADVANTAGE | $9.14万 | 0.00% | 10,550 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $9.12万 | 0.00% | 12,086 | 500 | 4.3% | $3,775 | 加仓 |
| — | CION INVESTMENT | $8.89万 | 0.00% | 12,994 | -2,236 | -14.7% | -$1.53万 | 重新持有 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8.87万 | 0.00% | 10,974 | 317 | 3.0% | $2,561 | 加仓 |
| BMBL | BUMBLE INC | $8.86万 | 0.00% | 27,164 | 27,164 | — | $8.86万 | 新建仓 |
| MFM | MFS MUN INCOME TR | $8.83万 | 0.00% | 16,389 | 600 | 3.8% | $3,234 | 加仓 |
| — | OPTIMIZERX CORP | $8.83万 | 0.00% | 14,061 | 14,061 | — | $8.83万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $8.74万 | 0.00% | 11,400 | 11,400 | — | $8.74万 | 新建仓 |
| — | INOGEN INC | $8.74万 | 0.00% | 14,143 | 2,445 | 20.9% | $1.51万 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $8.69万 | 0.00% | 12,000 | 0 | 0.0% | — | 重新持有 |
| WTI | W&T OFFSHORE | $8.68万 | 0.00% | 25,441 | 5,448 | 27.2% | $1.86万 | 加仓 |
| PHR | PHREESIA INC | $8.63万 | 0.00% | 10,295 | 10,295 | — | $8.63万 | 新建仓 |
| — | FRANKLIN STREET | $8.13万 | 0.00% | 122,354 | 2,110 | 1.8% | $1,402 | 加仓 |
| ABEV | AMBEV S A | $7.72万 | 0.00% | 26,428 | 10,214 | 63.0% | $2.98万 | 加仓 |
| — | HERON THERAPEUTICS | $7.64万 | 0.00% | 95,498 | 324 | 0.3% | $259 | 加仓 |
| PTON | PELOTON INTERACTIVE | $7.45万 | 0.00% | 17,363 | 17,363 | — | $7.45万 | 新建仓 |
| — | GENASYS INC | $7.43万 | 0.00% | 40,823 | 3,456 | 9.2% | $6,290 | 重新持有 |
| — | GEMINI SPACE | $7.38万 | 0.00% | 16,695 | 16,695 | — | $7.38万 | 新建仓 |