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 |
|---|---|---|---|---|---|---|---|---|
| — | RH 看涨期权 | $2.50万 | 0.00% | 4 | 4 | — | $2.50万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $2.50万 | 0.00% | 1,712 | 1,712 | — | $2.50万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $2.49万 | 0.00% | 3,645 | 3,645 | — | $2.49万 | 新建仓 |
| KRT | KARAT PACKAGING INC | $2.49万 | 0.00% | 745 | 745 | — | $2.49万 | 新建仓 |
| — | WESTERN ASSET INVT GRADE OPP | $2.48万 | 0.00% | 1,540 | 1,540 | — | $2.48万 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $2.48万 | 0.00% | 933 | 933 | — | $2.48万 | 新建仓 |
| — | LIFEMD INC | $2.48万 | 0.00% | 5,997 | 5,997 | — | $2.48万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $2.47万 | 0.00% | 1,055 | 1,055 | — | $2.47万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $2.47万 | 0.00% | 548 | 548 | — | $2.47万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $2.47万 | 0.00% | 155 | 155 | — | $2.47万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2.46万 | 0.00% | 469 | 469 | — | $2.46万 | 新建仓 |
| TBBK | BANCORP INC DEL | $2.46万 | 0.00% | 393 | 393 | — | $2.46万 | 新建仓 |
| — | STRATEGY INC | $2.46万 | 0.00% | 418 | 418 | — | $2.46万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $2.46万 | 0.00% | 1,349 | 1,349 | — | $2.46万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.45万 | 0.00% | 878 | 878 | — | $2.45万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $2.45万 | 0.00% | 336 | 336 | — | $2.45万 | 新建仓 |
| — | TOUCHSTONE ETF TRUST | $2.45万 | 0.00% | 928 | 928 | — | $2.45万 | 新建仓 |
| DNUT | KRISPY KREME INC | $2.45万 | 0.00% | 6,937 | 6,937 | — | $2.45万 | 新建仓 |
| CGNT | COGNYTE SOFTWARE LTD | $2.45万 | 0.00% | 2,788 | 2,788 | — | $2.45万 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2.45万 | 0.00% | 1,673 | 1,673 | — | $2.45万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2.43万 | 0.00% | 1,077 | 1,077 | — | $2.43万 | 新建仓 |
| MSBI | MIDLAND STATES BANCORP INC | $2.43万 | 0.00% | 780 | 780 | — | $2.43万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $2.43万 | 0.00% | 0 | 0 | — | — | 清仓 |
| CASS | CASS INFORMATION SYS INC | $2.42万 | 0.00% | 471 | 471 | — | $2.42万 | 新建仓 |
| WU | WESTERN UN CO | $2.42万 | 0.00% | 3,138 | 3,138 | — | $2.42万 | 新建仓 |
| CELC | CELCUITY INC | $2.41万 | 0.00% | 231 | 231 | — | $2.41万 | 新建仓 |
| — | ALPS ETF TR | $2.41万 | 0.00% | 794 | 794 | — | $2.41万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $2.40万 | 0.00% | 7,963 | -2,171 | -21.4% | -$6,556 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $2.40万 | 0.00% | 801 | 801 | — | $2.40万 | 新建仓 |
| ALX | ALEXANDERS INC | $2.40万 | 0.00% | 87 | 87 | — | $2.40万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $2.40万 | 0.00% | 4,173 | 4,173 | — | $2.40万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $2.40万 | 0.00% | 247 | 247 | — | $2.40万 | 新建仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $2.39万 | 0.00% | 749 | 749 | — | $2.39万 | 新建仓 |
| RLJ | RLJ LODGING TR | $2.39万 | 0.00% | 2,015 | 2,015 | — | $2.39万 | 新建仓 |
| GRND | GRINDR INC | $2.39万 | 0.00% | 1,660 | 1,660 | — | $2.39万 | 新建仓 |
| WSBF | WATERSTONE FINL INC MD | $2.38万 | 0.00% | 1,150 | 1,150 | — | $2.38万 | 新建仓 |
| RXST | RXSIGHT INC | $2.38万 | 0.00% | 4,945 | 4,945 | — | $2.38万 | 新建仓 |
| UMH | UMH PPTYS INC | $2.38万 | 0.00% | 1,573 | 1,573 | — | $2.38万 | 新建仓 |
| — | ARK ETF TR | $2.38万 | 0.00% | 784 | 784 | — | $2.38万 | 新建仓 |
| YELP | YELP INC | $2.38万 | 0.00% | 971 | 971 | — | $2.38万 | 新建仓 |
| — | TRAEGER INC | $2.38万 | 0.00% | 302 | 302 | — | $2.38万 | 新建仓 |
| BOKF | BOK FINL CORP | $2.37万 | 0.00% | 171 | 171 | — | $2.37万 | 新建仓 |
| CMCL | CALEDONIA MNG CORP | $2.37万 | 0.00% | 1,241 | 1,241 | — | $2.37万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $2.37万 | 0.00% | 315 | 315 | — | $2.37万 | 新建仓 |
| — | NEOS ETF TRUST | $2.36万 | 0.00% | 877 | 877 | — | $2.36万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $2.35万 | 0.00% | 294 | 294 | — | $2.35万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $2.35万 | 0.00% | 844 | 844 | — | $2.35万 | 新建仓 |
| TX | TERNIUM SA | $2.34万 | 0.00% | 549 | 549 | — | $2.34万 | 新建仓 |
| PJT | PJT PARTNERS INC | $2.34万 | 0.00% | 155 | 155 | — | $2.34万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.34万 | 0.00% | 260 | 260 | — | $2.34万 | 新建仓 |
| — | HIGH INCOME SECS FD | $2.34万 | 0.00% | 4,270 | 4,270 | — | $2.34万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $2.34万 | 0.00% | 4,816 | 4,816 | — | $2.34万 | 新建仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $2.33万 | 0.00% | 961 | 961 | — | $2.33万 | 新建仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $2.33万 | 0.00% | 1,216 | 1,216 | — | $2.33万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $2.33万 | 0.00% | 962 | 962 | — | $2.33万 | 新建仓 |
| SMBC | SOUTHERN MO BANCORP INC | $2.33万 | 0.00% | 306 | 306 | — | $2.33万 | 新建仓 |
| TBBB | BBB FOODS INC | $2.33万 | 0.00% | 559 | 559 | — | $2.33万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.33万 | 0.00% | 13,297 | 13,297 | — | $2.33万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $2.33万 | 0.00% | 6,667 | 6,667 | — | $2.33万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $2.33万 | 0.00% | 249 | 249 | — | $2.33万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.32万 | 0.00% | 423 | 423 | — | $2.32万 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP | $2.32万 | 0.00% | 837 | 837 | — | $2.32万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $2.31万 | 0.00% | 339 | 339 | — | $2.31万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $2.31万 | 0.00% | 321 | 321 | — | $2.31万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $2.31万 | 0.00% | 483 | 483 | — | $2.31万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $2.30万 | 0.00% | 303 | 303 | — | $2.30万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $2.30万 | 0.00% | 2,622 | 2,622 | — | $2.30万 | 新建仓 |
| FUBO | FUBOTV INC | $2.30万 | 0.00% | 2,502 | 2,502 | — | $2.30万 | 新建仓 |
| MNTN | MNTN INC | $2.30万 | 0.00% | 2,500 | -36,447 | -93.6% | -$33.53万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $2.30万 | 0.00% | 1,554 | 1,554 | — | $2.30万 | 新建仓 |
| — | TREACE MED CONCEPTS INC | $2.29万 | 0.00% | 5,757 | 5,757 | — | $2.29万 | 新建仓 |
| GATX | GATX CORP | $2.29万 | 0.00% | 129 | 129 | — | $2.29万 | 新建仓 |
| — | MFS GOVT MKTS INCOME TR | $2.29万 | 0.00% | 7,963 | 7,963 | — | $2.29万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $2.28万 | 0.00% | 1,570 | 1,570 | — | $2.28万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $2.28万 | 0.00% | 793 | 793 | — | $2.28万 | 新建仓 |
| LENZ | LENZ THERAPEUTICS INC | $2.27万 | 0.00% | 4,004 | 4,004 | — | $2.27万 | 新建仓 |
| — | ABSOLUTE SHS TR | $2.27万 | 0.00% | 650 | 650 | — | $2.27万 | 新建仓 |
| JOUT | JOHNSON OUTDOORS INC | $2.27万 | 0.00% | 493 | 493 | — | $2.27万 | 新建仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $2.27万 | 0.00% | 1,154 | 1,154 | — | $2.27万 | 新建仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $2.25万 | 0.00% | 931 | 931 | — | $2.25万 | 新建仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $2.25万 | 0.00% | 571 | 571 | — | $2.25万 | 新建仓 |
| RNST | RENASANT CORP | $2.25万 | 0.00% | 528 | 528 | — | $2.25万 | 新建仓 |
| TDI | TOUCHSTONE ETF TRUST | $2.25万 | 0.00% | 500 | 500 | — | $2.25万 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $2.25万 | 0.00% | 3,007 | 3,007 | — | $2.25万 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $2.25万 | 0.00% | 1,244 | 1,244 | — | $2.25万 | 新建仓 |
| HLF | HERBALIFE LTD | $2.24万 | 0.00% | 1,705 | 1,705 | — | $2.24万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $2.24万 | 0.00% | 0 | 0 | — | — | 清仓 |
| INFO | HARBOR ETF TRUST | $2.23万 | 0.00% | 821 | 821 | — | $2.23万 | 新建仓 |
| CCNE | CNB FINL CORP PA | $2.23万 | 0.00% | 662 | 662 | — | $2.23万 | 新建仓 |
| — | IMPAX FUNDS SERIES TRUST I | $2.23万 | 0.00% | 856 | 856 | — | $2.23万 | 新建仓 |
| RGNX | REGENXBIO INC | $2.23万 | 0.00% | 1,861 | 1,861 | — | $2.23万 | 新建仓 |
| FOR | FORESTAR GROUP INC | $2.22万 | 0.00% | 702 | 702 | — | $2.22万 | 新建仓 |
| — | CAMBRIA ETF TR | $2.22万 | 0.00% | 735 | 735 | — | $2.22万 | 新建仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $2.22万 | 0.00% | 283 | 283 | — | $2.22万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $2.22万 | 0.00% | 3,517 | 3,517 | — | $2.22万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $2.21万 | 0.00% | 285 | 285 | — | $2.21万 | 新建仓 |
| MBIN | MERCHANTS BANCORP IND | $2.21万 | 0.00% | 442 | 442 | — | $2.21万 | 新建仓 |
| MATV | MATIV HOLDINGS INC | $2.20万 | 0.00% | 2,902 | 2,902 | — | $2.20万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.20万 | 0.00% | 9,382 | 9,382 | — | $2.20万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $2.19万 | 0.00% | 534 | 534 | — | $2.19万 | 新建仓 |