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 |
|---|---|---|---|---|---|---|---|---|
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $7,882 | 0.00% | 484 | 484 | — | $7,882 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $7,879 | 0.00% | 264 | 264 | — | $7,879 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $7,871 | 0.00% | 468 | 468 | — | $7,871 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $7,852 | 0.00% | 651 | 651 | — | $7,852 | 新建仓 |
| BCAX | BICARA THERAPEUTICS INC | $7,838 | 0.00% | 264 | 264 | — | $7,838 | 新建仓 |
| AMRZ | AMRIZE LTD | $7,836 | 0.00% | 147 | 147 | — | $7,836 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $7,817 | 0.00% | 534 | 534 | — | $7,817 | 新建仓 |
| VERX | VERTEX INC | $7,814 | 0.00% | 681 | 681 | — | $7,814 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $7,801 | 0.00% | 2,900 | 2,900 | — | $7,801 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $7,791 | 0.00% | 991 | 991 | — | $7,791 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $7,786 | 0.00% | 1,150 | 1,150 | — | $7,786 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $7,781 | 0.00% | 6,826 | 6,826 | — | $7,781 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $7,768 | 0.00% | 200 | 200 | — | $7,768 | 新建仓 |
| TRN | TRINITY INDS INC | $7,710 | 0.00% | 223 | 223 | — | $7,710 | 新建仓 |
| ZYME | ZYMEWORKS INC | $7,710 | 0.00% | 295 | 295 | — | $7,710 | 新建仓 |
| VAL | VALARIS LTD | $7,702 | 0.00% | 106 | 106 | — | $7,702 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $7,679 | 0.00% | 859 | 859 | — | $7,679 | 新建仓 |
| ATNI | ATN INTL INC | $7,652 | 0.00% | 289 | 289 | — | $7,652 | 新建仓 |
| AGYS | AGILYSYS INC | $7,631 | 0.00% | 73 | 73 | — | $7,631 | 新建仓 |
| — | SYMMETRY PANORAMIC TR | $7,628 | 0.00% | 274 | 274 | — | $7,628 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $7,616 | 0.00% | 449 | 449 | — | $7,616 | 新建仓 |
| — | SES AI CORPORATION | $7,609 | 0.00% | 7,924 | 7,924 | — | $7,609 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $7,607 | 0.00% | 72 | 72 | — | $7,607 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $7,601 | 0.00% | 949 | 949 | — | $7,601 | 新建仓 |
| TATT | TAT TECHNOLOGIES LTD | $7,573 | 0.00% | 157 | 157 | — | $7,573 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $7,572 | 0.00% | 423 | 423 | — | $7,572 | 新建仓 |
| ANDE | ANDERSONS INC | $7,564 | 0.00% | 110 | 110 | — | $7,564 | 新建仓 |
| SB | SAFE BULKERS INC | $7,533 | 0.00% | 1,194 | 1,194 | — | $7,533 | 新建仓 |
| CDXS | CODEXIS INC | $7,522 | 0.00% | 3,329 | 3,329 | — | $7,522 | 新建仓 |
| PBI | PITNEY BOWES INC | $7,505 | 0.00% | 429 | -19,500 | -97.8% | -$34.11万 | 重新持有 |
| PDFS | PDF SOLUTIONS INC | $7,503 | 0.00% | 106 | 106 | — | $7,503 | 新建仓 |
| VET | VERMILION ENERGY INC | $7,496 | 0.00% | 800 | 800 | — | $7,496 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $7,484 | 0.00% | 124 | 124 | — | $7,484 | 新建仓 |
| — | PROSHARES TR | $7,470 | 0.00% | 114 | 114 | — | $7,470 | 新建仓 |
| LDP | COHEN & STEERS LTD DURATION | $7,466 | 0.00% | 352 | 352 | — | $7,466 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $7,436 | 0.00% | 90 | 90 | — | $7,436 | 新建仓 |
| KARO | KAROOOOO LTD | $7,404 | 0.00% | 150 | 150 | — | $7,404 | 新建仓 |
| — | VIRNETX HLDG CORP | $7,380 | 0.00% | 581 | 581 | — | $7,380 | 新建仓 |
| TNC | TENNANT CO | $7,378 | 0.00% | 84 | 84 | — | $7,378 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $7,368 | 0.00% | 673 | 673 | — | $7,368 | 新建仓 |
| SBET | SHARPLINK INC | $7,340 | 0.00% | 1,529 | 1,529 | — | $7,340 | 新建仓 |
| CBNK | CAPITAL BANCORP INC MD | $7,337 | 0.00% | 209 | 209 | — | $7,337 | 新建仓 |
| — | TAYLOR DEVICES INC | $7,335 | 0.00% | 125 | 125 | — | $7,335 | 新建仓 |
| — | ACURX PHARMACEUTICALS INC | $7,330 | 0.00% | 4,729 | 4,729 | — | $7,330 | 新建仓 |
| TK | TEEKAY CORPORATION LTD | $7,330 | 0.00% | 733 | 733 | — | $7,330 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $7,327 | 0.00% | 750 | 750 | — | $7,327 | 新建仓 |
| XCAFX | MORGAN STANLEY CHINA A SH FD | $7,322 | 0.00% | 348 | 348 | — | $7,322 | 新建仓 |
| HYFI | AB ACTIVE ETFS INC | $7,319 | 0.00% | 196 | 196 | — | $7,319 | 新建仓 |
| TRTX | TPG RE FIN TR INC | $7,316 | 0.00% | 874 | 874 | — | $7,316 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $7,302 | 0.00% | 267 | 267 | — | $7,302 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $7,274 | 0.00% | 230 | 230 | — | $7,274 | 新建仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $7,263 | 0.00% | 186 | 186 | — | $7,263 | 新建仓 |
| TPG | TPG INC | $7,259 | 0.00% | 179 | 179 | — | $7,259 | 新建仓 |
| BLTE | BELITE BIO INC | $7,237 | 0.00% | 47 | 47 | — | $7,237 | 新建仓 |
| — | OPEN LENDING CORP | $7,237 | 0.00% | 2,327 | 2,327 | — | $7,237 | 新建仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $7,230 | 0.00% | 500 | 500 | — | $7,230 | 新建仓 |
| CE | CELANESE CORP DEL | $7,227 | 0.00% | 157 | 157 | — | $7,227 | 新建仓 |
| EMHY | ISHARES INC | $7,225 | 0.00% | 178 | 178 | — | $7,225 | 新建仓 |
| — | EPSILON ENERGY LTD | $7,224 | 0.00% | 1,335 | 1,335 | — | $7,224 | 新建仓 |
| NB | NIOCORP DEVS LTD | $7,220 | 0.00% | 1,498 | 1,498 | — | $7,220 | 新建仓 |
| — | ATMOS ENERGY CORP 看跌期权 | $7,200 | 0.00% | 48 | 48 | — | $7,200 | 新建仓 |
| FLOC | FLOWCO HLDGS INC | $7,192 | 0.00% | 337 | 337 | — | $7,192 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $7,184 | 0.00% | 47 | 47 | — | $7,184 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $7,168 | 0.00% | 746 | 746 | — | $7,168 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP | $7,166 | 0.00% | 223 | 223 | — | $7,166 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $7,161 | 0.00% | 3,493 | 3,493 | — | $7,161 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $7,150 | 0.00% | 195 | 195 | — | $7,150 | 新建仓 |
| CYRX | CRYOPORT INC | $7,129 | 0.00% | 454 | 454 | — | $7,129 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $7,124 | 0.00% | 498 | 498 | — | $7,124 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $7,114 | 0.00% | 172 | 172 | — | $7,114 | 新建仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $7,110 | 0.00% | 350 | 350 | — | $7,110 | 新建仓 |
| AVO | MISSION PRODUCE INC | $7,097 | 0.00% | 602 | 602 | — | $7,097 | 新建仓 |
| — | SKINHEALTH SYSTEMS INC | $7,086 | 0.00% | 10,232 | 10,232 | — | $7,086 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $7,072 | 0.00% | 171 | 171 | — | $7,072 | 新建仓 |
| VSTM | VERASTEM INC | $7,071 | 0.00% | 1,851 | 1,851 | — | $7,071 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $7,056 | 0.00% | 1,113 | 1,113 | — | $7,056 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $7,052 | 0.00% | 101 | 101 | — | $7,052 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $7,023 | 0.00% | 101 | 101 | — | $7,023 | 新建仓 |
| — | ALPS ETF TR | $6,984 | 0.00% | 197 | 197 | — | $6,984 | 新建仓 |
| NKTX | NKARTA INC | $6,974 | 0.00% | 2,464 | 2,464 | — | $6,974 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $6,958 | 0.00% | 453 | 453 | — | $6,958 | 新建仓 |
| — | AMES NATL CORP | $6,956 | 0.00% | 235 | 235 | — | $6,956 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $6,928 | 0.00% | 42 | 42 | — | $6,928 | 新建仓 |
| ASYS | AMTECH SYS INC | $6,924 | 0.00% | 300 | 300 | — | $6,924 | 新建仓 |
| TTAM | TITAN AMER SA | $6,923 | 0.00% | 371 | 371 | — | $6,923 | 新建仓 |
| TDTF | FLEXSHARES TR | $6,893 | 0.00% | 290 | 290 | — | $6,893 | 新建仓 |
| — | CANAAN INC | $6,890 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| LEGH | LEGACY HOUSING CORP | $6,883 | 0.00% | 262 | 262 | — | $6,883 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6,874 | 0.00% | 1,432 | 1,432 | — | $6,874 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $6,872 | 0.00% | 220 | 220 | — | $6,872 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $6,855 | 0.00% | 8,330 | 8,330 | — | $6,855 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $6,841 | 0.00% | 4,886 | 4,886 | — | $6,841 | 新建仓 |
| CIB | GRUPO CIBEST SA | $6,839 | 0.00% | 86 | 86 | — | $6,839 | 新建仓 |
| OLP | ONE LIBERTY PPTYS INC | $6,815 | 0.00% | 279 | 279 | — | $6,815 | 新建仓 |
| NICE | NICE LTD | $6,813 | 0.00% | 75 | 75 | — | $6,813 | 新建仓 |
| FVRR | FIVERR INTL LTD | $6,811 | 0.00% | 660 | 660 | — | $6,811 | 新建仓 |
| CBLL | CERIBELL INC | $6,809 | 0.00% | 350 | 350 | — | $6,809 | 新建仓 |
| — | MEDIWOUND LTD | $6,794 | 0.00% | 462 | 462 | — | $6,794 | 新建仓 |
| RZLV | REZOLVE AI PLC | $6,788 | 0.00% | 2,155 | 2,155 | — | $6,788 | 新建仓 |
| — | RCI HOSPITALITY HLDGS INC | $6,775 | 0.00% | 248 | 248 | — | $6,775 | 新建仓 |