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Institute for Wealth Management, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Institute for Wealth Management, LLC.

报告期 2026-03-31 · CIK 0001533954

持仓数

542

前50大市值合计

$500.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$129.3M

741,338

25.8%

AAPL APPLE INC

COM

$30.3M

119,375

6.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$23.0M

39,873

4.6%

MSFT MICROSOFT CORP

COM

$18.1M

48,978

3.6%

AMZN AMAZON COM INC

COM

$18.0M

86,198

3.6%

GOOGL ALPHABET INC

CAP STK CL A

$16.3M

56,591

3.2%

LRCX LAM RESEARCH CORP

COM NEW

$15.5M

72,385

3.1%

META META PLATFORMS INC

CL A

$11.3M

19,826

2.3%

TSLA TESLA INC

COM

$10.4M

27,878

2.1%

AXON AXON ENTERPRISE INC

COM

$8.7M

20,451

1.7%

COST COSTCO WHOLESALE CORPORATION

COM

$8.5M

8,572

1.7%

GS GOLDMAN SACHS GROUP INC

COM

$8.1M

9,572

1.6%

VTWG VANGUARD SCOTTSDALE FDS

VNG RUS2000GRW

$7.7M

33,642

1.5%

VTWV VANGUARD SCOTTSDALE FDS

VNG RUS2000VAL

$7.3M

43,363

1.4%

AVGO BROADCOM INC

COM

$7.0M

22,731

1.4%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF · 认沽

$6.8M

17,757

1.4%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$6.8M

42,082

1.4%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$6.7M

46,531

1.3%

SBUX STARBUCKS CORP

COM

$6.7M

74,994

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$6.6M

227,173

1.3%

AMAT APPLIED MATLS INC

COM

$6.5M

19,014

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.5M

14,859

1.3%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$6.2M

126,022

1.2%

CAIE CALAMOS ETF TR

AUTOCALLABLE INC

$6.1M

241,373

1.2%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$6.0M

19,945

1.2%

URI UNITED RENTALS INC

COM

$6.0M

8,172

1.2%

AMD ADVANCED MICRO DEVICES INC

COM

$5.8M

28,288

1.1%

TXN TEXAS INSTRS INC

COM

$5.7M

29,497

1.1%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$5.7M

42,973

1.1%

LLY ELI LILLY & CO

COM

$5.3M

5,754

1.1%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$5.3M

89,762

1.0%

PDP INVESCO EXCHANGE TRADED FD T

DORSEY WRIGHT MO

$5.2M

42,769

1.0%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$5.2M

23,746

1.0%

MA MASTERCARD INCORPORATED

CL A

$4.7M

9,468

0.9%

GOOG ALPHABET INC

CAP STK CL C

$4.7M

16,346

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.7M

9,727

0.9%

JPM JPMORGAN CHASE & CO

COM

$4.6M

15,703

0.9%

FTNT FORTINET INC

COM

$4.4M

54,410

0.9%

DIS DISNEY WALT CO

COM

$4.4M

45,947

0.9%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$4.4M

23,837

0.9%

NFLX NETFLIX INC.

COM

$4.3M

44,519

0.9%

ADBE ADOBE INC

COM

$4.3M

17,537

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.2M

6,456

0.8%

AMGN AMGEN INC

COM

$4.1M

11,691

0.8%

ABBV ABBVIE INC

COM

$4.0M

18,464

0.8%

BA BOEING CO

COM

$4.0M

20,074

0.8%

V VISA INC

COM CL A

$4.0M

13,177

0.8%

FDX FEDEX CORP

COM

$3.9M

11,024

0.8%

IWM ISHARES TR

RUSSELL 2000 ETF

$3.8M

15,455

0.8%

BAC BANK AMERICA CORP

COM

$3.8M

78,528

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

47%前 6 大占比

NVDA25.8%AAPL6.0%QQQ4.6%MSFT3.6%AMZN3.6%GOOGL3.2%