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 |
|---|---|---|---|---|---|---|---|---|
| FC | FRANKLIN COVEY CO | $6,773 | 0.00% | 276 | 276 | — | $6,773 | 新建仓 |
| VTEX | VTEX | $6,760 | 0.00% | 1,690 | 1,690 | — | $6,760 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,754 | 0.00% | 71 | 71 | — | $6,754 | 新建仓 |
| — | SKILLSOFT CORP | $6,744 | 0.00% | 1,302 | 1,302 | — | $6,744 | 新建仓 |
| — | ECO WAVE POWER GLOBAL AB | $6,742 | 0.00% | 745 | 745 | — | $6,742 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $6,739 | 0.00% | 815 | 815 | — | $6,739 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $6,718 | 0.00% | 1,727 | 1,727 | — | $6,718 | 新建仓 |
| — | XAI FLOATING RATE & ALTER IN | $6,706 | 0.00% | 382 | 382 | — | $6,706 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $6,690 | 0.00% | 2,860 | 2,860 | — | $6,690 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $6,684 | 0.00% | 1,750 | 1,750 | — | $6,684 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6,651 | 0.00% | 300 | 300 | — | $6,651 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $6,651 | 0.00% | 1,066 | 1,066 | — | $6,651 | 新建仓 |
| ASST | STRIVE INC | $6,649 | 0.00% | 609 | 609 | — | $6,649 | 新建仓 |
| IMVT | IMMUNOVANT INC | $6,629 | 0.00% | 172 | 172 | — | $6,629 | 新建仓 |
| LYTS | LSI INDS INC OHIO | $6,618 | 0.00% | 249 | 249 | — | $6,618 | 新建仓 |
| REM | ISHARES TR | $6,616 | 0.00% | 300 | 300 | — | $6,616 | 新建仓 |
| SCSC | SCANSOURCE INC | $6,615 | 0.00% | 127 | 127 | — | $6,615 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $6,607 | 0.00% | 2,071 | 2,071 | — | $6,607 | 新建仓 |
| NABL | N-ABLE INC | $6,601 | 0.00% | 1,799 | 1,799 | — | $6,601 | 新建仓 |
| PLBC | PLUMAS BANCORP | $6,601 | 0.00% | 113 | 113 | — | $6,601 | 新建仓 |
| WBTN | WEBTOON ENTMT INC | $6,591 | 0.00% | 577 | 577 | — | $6,591 | 新建仓 |
| OCGN | OCUGEN INC | $6,576 | 0.00% | 4,298 | 4,298 | — | $6,576 | 新建仓 |
| AXIAY | AXIA ENERGIA SA | $6,548 | 0.00% | 620 | 620 | — | $6,548 | 新建仓 |
| — | FUTUREFUEL CORP | $6,520 | 0.00% | 1,443 | 1,443 | — | $6,520 | 新建仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $6,507 | 0.00% | 2,793 | 2,793 | — | $6,507 | 新建仓 |
| — | FIDELITY D & D BANCORP INC | $6,480 | 0.00% | 126 | 126 | — | $6,480 | 新建仓 |
| — | TWO RDS SHARED TR | $6,436 | 0.00% | 144 | 144 | — | $6,436 | 新建仓 |
| — | ASCENT INDUSTRIES CO | $6,432 | 0.00% | 428 | 428 | — | $6,432 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $6,424 | 0.00% | 448 | 448 | — | $6,424 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $6,408 | 0.00% | 130 | 130 | — | $6,408 | 新建仓 |
| RAVI | FLEXSHARES TR | $6,395 | 0.00% | 85 | 85 | — | $6,395 | 新建仓 |
| — | ISHARES TR | $6,393 | 0.00% | 162 | 162 | — | $6,393 | 新建仓 |
| — | PROSHARES TR | $6,377 | 0.00% | 308 | 308 | — | $6,377 | 新建仓 |
| MNRO | MONRO INC | $6,365 | 0.00% | 372 | 372 | — | $6,365 | 新建仓 |
| AMRC | AMERESCO INC | $6,348 | 0.00% | 230 | 230 | — | $6,348 | 新建仓 |
| TG | TREDEGAR CORP | $6,347 | 0.00% | 797 | 797 | — | $6,347 | 新建仓 |
| — | PRAIRIE OPER CO | $6,344 | 0.00% | 8,794 | 8,794 | — | $6,344 | 新建仓 |
| — | REPOSITRAK INC | $6,327 | 0.00% | 703 | 703 | — | $6,327 | 新建仓 |
| — | SMITH DOUGLAS HOMES CORP | $6,309 | 0.00% | 406 | 406 | — | $6,309 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $6,279 | 0.00% | 1,938 | 1,938 | — | $6,279 | 新建仓 |
| SYBT | STOCK YDS BANCORP INC | $6,270 | 0.00% | 82 | 82 | — | $6,270 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $6,267 | 0.00% | 122 | 122 | — | $6,267 | 新建仓 |
| FSBW | FS BANCORP INC | $6,247 | 0.00% | 144 | 144 | — | $6,247 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $6,238 | 0.00% | 714 | 714 | — | $6,238 | 新建仓 |
| NGVT | INGEVITY CORP | $6,198 | 0.00% | 83 | 83 | — | $6,198 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $6,197 | 0.00% | 24 | 24 | — | $6,197 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $6,196 | 0.00% | 619 | 619 | — | $6,196 | 新建仓 |
| — | TIDAL TRUST II | $6,190 | 0.00% | 506 | 506 | — | $6,190 | 新建仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $6,189 | 0.00% | 160 | 160 | — | $6,189 | 新建仓 |
| ACNB | ACNB CORP | $6,175 | 0.00% | 104 | 104 | — | $6,175 | 新建仓 |
| — | DEFI DEVELOPMENT CORP | $6,174 | 0.00% | 2,100 | 2,100 | — | $6,174 | 新建仓 |
| — | TURBO ENERGY S A | $6,158 | 0.00% | 3,922 | 3,922 | — | $6,158 | 新建仓 |
| MG | MISTRAS GROUP INC | $6,130 | 0.00% | 351 | 351 | — | $6,130 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $6,128 | 0.00% | 1,939 | 1,939 | — | $6,128 | 新建仓 |
| — | DIGINEX LTD | $6,125 | 0.00% | 4,139 | 4,139 | — | $6,125 | 新建仓 |
| — | SWARMER INC | $6,114 | 0.00% | 138 | 138 | — | $6,114 | 新建仓 |
| EVGO | EVGO INC | $6,109 | 0.00% | 3,198 | 3,198 | — | $6,109 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $6,104 | 0.00% | 1,743 | 1,743 | — | $6,104 | 新建仓 |
| — | VIVID SEATS INC | $6,103 | 0.00% | 936 | 936 | — | $6,103 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $6,101 | 0.00% | 162 | 162 | — | $6,101 | 新建仓 |
| KDK | KODIAK AI INC. | $6,096 | 0.00% | 1,200 | 1,200 | — | $6,096 | 新建仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $6,092 | 0.00% | 544 | 544 | — | $6,092 | 新建仓 |
| — | ISHARES TR 看涨期权 | $6,080 | 0.00% | 320 | 320 | — | $6,080 | 新建仓 |
| IMTX | IMMATICS N.V | $6,078 | 0.00% | 600 | 600 | — | $6,078 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $6,073 | 0.00% | 327 | -21,468 | -98.5% | -$39.87万 | 重新持有 |
| — | RAMACO RES INC | $6,062 | 0.00% | 709 | 709 | — | $6,062 | 新建仓 |
| — | UBS AG | $6,052 | 0.00% | 93 | 93 | — | $6,052 | 新建仓 |
| — | MORGAN STANLEY ETF TRUST | $6,032 | 0.00% | 79 | 79 | — | $6,032 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $6,027 | 0.00% | 109 | 109 | — | $6,027 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $6,002 | 0.00% | 1,057 | 1,057 | — | $6,002 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $5,977 | 0.00% | 1,020 | 1,020 | — | $5,977 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP | $5,964 | 0.00% | 199 | 199 | — | $5,964 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $5,962 | 0.00% | 103 | 103 | — | $5,962 | 新建仓 |
| FIG | FIGMA INC | $5,948 | 0.00% | 329 | 329 | — | $5,948 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $5,948 | 0.00% | 40 | -1,950 | -98.0% | -$28.99万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $5,940 | 0.00% | 1,500 | 1,500 | — | $5,940 | 新建仓 |
| — | LCNB CORP | $5,931 | 0.00% | 337 | 337 | — | $5,931 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $5,911 | 0.00% | 358 | 358 | — | $5,911 | 新建仓 |
| NVGS | NAVIGATOR HLDGS LTD | $5,905 | 0.00% | 317 | 317 | — | $5,905 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $5,899 | 0.00% | 988 | 988 | — | $5,899 | 新建仓 |
| EWJV | ISHARES TR | $5,891 | 0.00% | 134 | 134 | — | $5,891 | 新建仓 |
| HAPN | HAPPEN INC | $5,870 | 0.00% | 283 | 283 | — | $5,870 | 新建仓 |
| UNTY | UNITY BANCORP INC | $5,868 | 0.00% | 0 | 0 | — | — | 清仓 |
| MRBK | MERIDIAN CORP | $5,867 | 0.00% | 293 | 293 | — | $5,867 | 新建仓 |
| SCO | PROSHARES TR II | $5,848 | 0.00% | 167 | 167 | — | $5,848 | 新建仓 |
| UMI | USCF ETF TR | $5,840 | 0.00% | 99 | 99 | — | $5,840 | 新建仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $5,838 | 0.00% | 173 | 173 | — | $5,838 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $5,830 | 0.00% | 921 | 921 | — | $5,830 | 新建仓 |
| GRFS | GRIFOLS S A | $5,826 | 0.00% | 823 | 823 | — | $5,826 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $5,822 | 0.00% | 8,372 | 8,372 | — | $5,822 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $5,809 | 0.00% | 189 | 189 | — | $5,809 | 新建仓 |
| — | SPROTT FDS TR | $5,808 | 0.00% | 250 | 250 | — | $5,808 | 新建仓 |
| AGNT | AGNT INC | $5,804 | 0.00% | 1,073 | 1,073 | — | $5,804 | 新建仓 |
| TIGR | UP FINTECH HLDG LTD | $5,790 | 0.00% | 1,316 | 1,316 | — | $5,790 | 新建仓 |
| — | BLAIZE HLDGS INC | $5,762 | 0.00% | 4,175 | 4,175 | — | $5,762 | 新建仓 |
| ACTG | ACACIA RESH CORP | $5,755 | 0.00% | 1,235 | 1,235 | — | $5,755 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $5,723 | 0.00% | 20 | 20 | — | $5,723 | 新建仓 |
| LMNR | LIMONEIRA CO | $5,709 | 0.00% | 435 | 435 | — | $5,709 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $5,704 | 0.00% | 2,059 | 2,059 | — | $5,704 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $5,700 | 0.00% | 1,000 | 1,000 | — | $5,700 | 新建仓 |