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 |
|---|---|---|---|---|---|---|---|---|
| — | SYNOVUS FINANCIAL | $0 | 0.00% | 0 | -8,080 | -100.0% | -$40.44万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -53,074 | -100.0% | -$36.78万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -4,634 | -100.0% | -$32.05万 | 清仓 |
| — | CALL 1 TESLA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -6,560 | -100.0% | -$30.37万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFO | PROCURE ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEU | CENTRUS ENERGY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DPG | DUFF & PHELPS UTLITY AND INF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CALAMOS DYNAMIC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGON | $0 | 0.00% | 0 | -50,069 | -100.0% | -$24.03万 | 清仓 |
| HOG | HARLEY DAVIDSON | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN TEMPLETON DIGITAL H | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGRT | T ROWE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VIRTUS DIVERSIFIED INCM & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNI | $0 | 0.00% | 0 | -19,357 | -100.0% | -$20.21万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLO | FLOWERS FOODS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMQ | TRILOGY METALS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CHERRY HILL MTG INVT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -32,849 | -100.0% | -$2.26万 | 清仓 |
| — | AKANDA CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4,573 | 清仓 |