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 |
|---|---|---|---|---|---|---|---|---|
| — | SKYE BIOSCIENCE INC | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | BLACK TITAN CORP | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | TRAWS PHARMA INC | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | DIANA SHIPPING INC | $1 | 0.00% | 4 | 4 | — | $1 | 新建仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -69,028 | -100.0% | -$178.65万 | 清仓 |
| — | COTERRA ENERGY | $0 | 0.00% | 0 | -20,210 | -100.0% | -$71.02万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -3,077 | -100.0% | -$54.73万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -19,088 | -100.0% | -$40.92万 | 清仓 |
| — | AIR LEASE | $0 | 0.00% | 0 | -6,070 | -100.0% | -$39.42万 | 清仓 |
| — | SEABRIDGE GOLD | $0 | 0.00% | 0 | -9,211 | -100.0% | -$26.10万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,891 | -100.0% | -$21.85万 | 清仓 |
| VLRS | CONTROLADORA VUELA | $0 | 0.00% | 0 | -25,056 | -100.0% | -$18.14万 | 清仓 |
| — | FIRST SEACOAST | $0 | 0.00% | 0 | -12,537 | -100.0% | -$15.75万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -15,000 | -100.0% | -$9.68万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -96,049 | -100.0% | -$5.60万 | 清仓 |
| — | FUEL TECH INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$4.27万 | 清仓 |
| — | MFS HIGH | $0 | 0.00% | 0 | -11,696 | -100.0% | -$4.19万 | 清仓 |
| IFRX | INFLARX NV | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8,944 | 清仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $0 | 0.00% | 0 | -10,367 | -100.0% | -$1,876 | 清仓 |
| — | COMMERCIAL VEH GROUP INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| SVA | SINOVAC BIOTECH LTD | $0 | 0.00% | 366 | 366 | — | — | 新建仓 |
| — | OSTIN TECHNOLOGY GROUP CO LT | $0 | 0.00% | 761 | 761 | — | — | 新建仓 |
| — | IM CANNABIS CORP | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | BNB PLUS CORP | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |