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 |
|---|---|---|---|---|---|---|---|---|
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -19,179 | -100.0% | -$70.50万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -26,982 | -100.0% | -$68.91万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -17,409 | -100.0% | -$54.64万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -13,168 | -100.0% | -$53.52万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -13,627 | -100.0% | -$52.91万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,973 | -100.0% | -$50.37万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -11,963 | -100.0% | -$49.17万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -18,996 | -100.0% | -$47.01万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,734 | -100.0% | -$39.20万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -6,662 | -100.0% | -$32.01万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,300 | -100.0% | -$30.24万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -12,677 | -100.0% | -$29.88万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,396 | -100.0% | -$24.16万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,399 | -100.0% | -$20.66万 | 清仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,811 | -100.0% | -$20.56万 | 清仓 |