Integrated Wealth Management
UNIONTOWN OH · SEC CIK 0002113155
$9,467.66万2026Q2 申报市值
91持仓数
43.0%前十大占比 · 第一大 8.5%
19 / 24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
MAYW 新建仓+$632.39万
JUNW 新建仓+$463.26万
SIXD 新建仓+$334.49万
ONEZ 加仓+$283.15万
GMAY 新建仓+$201.78万
2026Q2 卖出最多 按季末市值估算
OCTW 清仓-$377.23万
AIM ETF PRODUCTS 清仓-$315.67万
AIM ETF PRODUCTS 清仓-$302.54万
AIM ETF PRODUCTS 清仓-$285.06万
GSEP 清仓-$239.48万
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 |
|---|---|---|---|---|---|---|---|---|
| FEBW | AIM ETF PRODUCTS TRUST | $193.98万 | 2.05% | 54,581 | 54,581 | — | $193.98万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $201.78万 | 2.13% | 46,881 | 46,881 | — | $201.78万 | 新建仓 |
| IVW | ISHARES TR | $209.74万 | 2.22% | 15,250 | -2,093 | -12.1% | -$28.79万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $224.84万 | 2.37% | 58,136 | 5,282 | 10.0% | $20.43万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $226.99万 | 2.40% | 62,019 | -229 | -0.4% | -$8,381 | 减仓 |
| AAPL | APPLE INC | $227.85万 | 2.41% | 7,874 | -170 | -2.1% | -$4.92万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $232.99万 | 2.46% | 10,691 | -871 | -7.5% | -$18.98万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $246.75万 | 2.61% | 36,281 | -663 | -1.8% | -$4.51万 | 减仓 |
| BILZ | PIMCO ETF TR | $286.81万 | 3.03% | 28,416 | 18,208 | 178.4% | $183.78万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $334.49万 | 3.53% | 108,476 | 108,476 | — | $334.49万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $408.31万 | 4.31% | 47,401 | -1,421 | -2.9% | -$12.24万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $435.15万 | 4.60% | 157,722 | 102,628 | 186.3% | $283.15万 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $463.26万 | 4.89% | 134,707 | 134,707 | — | $463.26万 | 新建仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $632.39万 | 6.68% | 181,878 | 181,878 | — | $632.39万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $807.67万 | 8.53% | 91,906 | 21,104 | 29.8% | $185.46万 | 加仓 |