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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
$500.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 31
增持 51
减持 50
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$6.4M
74,704
-0%
减持
AAPL
APPLE INC
+$4.8M
136,542
-1%
减持
MSFT
MICROSOFT CORP
+$2.8M
52,793
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
PYPL
PAYPAL HLDGS INC
-$2.6M
37,788
+1%
清仓
—
KANSAS CITY SOUTHERN
-$2.6M
0
-100%
减持
TSLA
TESLA INC
+$2.4M
8,718
-0%
建仓
—
CANADIAN PAC RY LTD
+$2.0M
28,359
建仓
—
VIACOMCBS INC
+$1.3M
26,470
增持
SQ
BLOCK INC
-$1.3M
18,830
+4%
减持
—
LAM RESEARCH CORP
+$1.1M
7,575
-0%
清仓
VOX
VANGUARD WORLD FDS
-$1.0M
0
-100%
建仓
—
VMWARE INC
+$1.0M
8,690
减持
COST
COSTCO WHSL CORP NEW
+$996.0K
8,742
-1%
清仓
SHOP
SHOPIFY INC
-$946.0K
0
-100%
增持
ESGU
ISHARES TR
+$888.0K
39,762
+15%
减持
DELL
DELL TECHNOLOGIES INC
-$888.0K
18,483
-0%
减持
QLD
PROSHARES TR
+$858.0K
81,624
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$838.0K
31,251
-34%
增持
SPYX
SPDR SER TR
+$815.0K
34,445
+13%
增持
QCOM
QUALCOMM INC
+$784.0K
14,353
+1%
减持
FTNT
FORTINET INC
+$765.0K
11,998
-1%
增持
KLAC
KLA CORP
+$731.0K
2,856
+92%
减持
BABA
ALIBABA GROUP HLDG LTD
-$665.0K
5,809
-37%
增持
AMAT
APPLIED MATLS INC
+$657.0K
20,515
+3%
增持
ABBV
ABBVIE INC
+$616.0K
22,305
+0%
增持
SBUX
STARBUCKS CORP
+$606.0K
79,045
+1%
清仓
—
DISCOVERY INC
-$592.0K
0
-100%
减持
CSX
CSX CORP
+$581.0K
74,196
-0%
建仓
EAGG
ISHARES TR
+$579.0K
10,495
减持
LOW
LOWES COS INC
+$578.0K
10,692
-1%
减持
VTV
VANGUARD INDEX FDS
-$565.0K
3,972
-53%
增持
—
TWITTER INC
-$558.0K
35,350
+2%
减持
SSO
PROSHARES TR
+$555.0K
21,855
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$554.0K
20,552
+2%
增持
HD
HOME DEPOT INC
+$551.0K
6,336
+0%
减持
PFE
PFIZER INC
+$544.0K
34,459
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$538.0K
13,501
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$533.0K
35,798
-1%
清仓
VIS
VANGUARD WORLD FDS
-$527.0K
0
-100%
减持
—
XILINX INC
+$523.0K
9,122
-2%
减持
QQQ
INVESCO QQQ TR
-$501.0K
26,042
-14%
清仓
IEMG
ISHARES INC
-$490.0K
0
-100%
增持
—
DISCOVERY INC
+$470.0K
30,044
+235%
减持
GOOGL
ALPHABET INC
+$469.0K
2,156
-0%
增持
IVW
ISHARES TR
+$464.0K
28,855
+9%
增持
AVGO
BROADCOM INC
+$464.0K
2,489
+1%
增持
NULG
NUSHARES ETF TR
+$443.0K
21,179
+37%
减持
F
FORD MTR CO DEL
+$439.0K
66,610
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$438.0K
13,380
+0%
增持
DSI
ISHARES TR
+$433.0K
22,586
+13%
增持
FDX
FEDEX CORP
+$407.0K
10,122
+0%
清仓
IVOV
VANGUARD ADMIRAL FDS INC
-$406.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$404.0K
15,334
-1%
减持
AXON
AXON ENTERPRISE INC
-$402.0K
21,259
-1%
减持
NKE
NIKE INC
+$397.0K
18,565
-0%
增持
CME
CME GROUP INC
+$392.0K
9,440
+3%
增持
DIS
DISNEY WALT CO
-$370.0K
32,191
+2%
增持
—
VIACOMCBS INC
-$366.0K
43,213
+2%
清仓
VO
VANGUARD INDEX FDS
-$362.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$339.0K
3,004
+0%
减持
UNP
UNION PAC CORP
+$328.0K
6,234
-2%
增持
TWLO
TWILIO INC
+$320.0K
3,916
+76%
减持
—
ASTRAZENECA PLC
-$320.0K
6,576
-44%
增持
AMZN
AMAZON COM INC
+$313.0K
3,915
+1%
增持
ABT
ABBOTT LABS
+$306.0K
11,379
+4%
减持
LLY
LILLY ELI & CO
+$306.0K
7,032
-1%
建仓
DLTR
DOLLAR TREE INC
+$297.0K
2,114
建仓
NET
CLOUDFLARE INC
+$294.0K
2,235
增持
SHW
SHERWIN WILLIAMS CO
+$294.0K
3,606
+3%
减持
TTD
THE TRADE DESK INC
+$288.0K
13,947
-1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$285.0K
51,456
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$278.0K
9,382
+45%
清仓
XLC
SELECT SECTOR SPDR TR
-$275.0K
0
-100%
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$274.0K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$273.0K
26,060
+27%
建仓
IWN
ISHARES TR
+$265.0K
3,561
增持
—
ACCENTURE PLC IRELAND
+$259.0K
2,371
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$256.0K
18,198
-18%
增持
GOOG
ALPHABET INC
+$252.0K
939
+2%
减持
XHB
SPDR SER TR
+$247.0K
17,984
-0%
建仓
SNOW
SNOWFLAKE INC
+$241.0K
711
建仓
TER
TERADYNE INC
+$240.0K
1,470
建仓
IYR
ISHARES TR
+$240.0K
2,066
清仓
BIDU
BAIDU INC
-$239.0K
0
-100%
建仓
—
BLUEGREEN VACATIONS HLDG COR
+$239.0K
6,795
建仓
U
UNITY SOFTWARE INC
+$238.0K
1,661
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$236.0K
16,882
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$236.0K
85,126
+3%
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$235.0K
39,161
-1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$233.0K
54,766
-1%
建仓
APA
APA CORPORATION
+$231.0K
8,582
清仓
JD
JD.COM INC
-$231.0K
0
-100%
减持
BX
BLACKSTONE INC
+$229.0K
17,572
-0%
增持
EFAX
SPDR INDEX SHS FDS
+$228.0K
18,231
+16%
增持
GM
GENERAL MTRS CO
+$226.0K
37,395
+0%
建仓
VNM
VANECK ETF TRUST
+$225.0K
10,611
减持
PANW
PALO ALTO NETWORKS INC
+$225.0K
2,944
-0%
建仓
IGF
ISHARES TR
+$224.0K
4,700
建仓
CIEN
CIENA CORP
+$223.0K
2,898
建仓
NEE
NEXTERA ENERGY INC
+$220.0K
2,355
建仓
WDC
WESTERN DIGITAL CORP.
+$220.0K
3,371
建仓
CWB
SPDR SER TR
+$220.0K
2,653
增持
WM
WASTE MGMT INC DEL
+$220.0K
9,483
+4%
减持
SMH
VANECK ETF TRUST
+$219.0K
4,338
-1%
减持
VUG
VANGUARD INDEX FDS
+$219.0K
17,091
-6%
建仓
OKTA
OKTA INC
+$216.0K
962
建仓
DFAC
DIMENSIONAL ETF TRUST
+$215.0K
7,413
增持
NULV
NUSHARES ETF TR
+$215.0K
14,756
+54%
建仓
EL
LAUDER ESTEE COS INC
+$215.0K
581
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$214.0K
52,113
-5%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$213.0K
2,218
清仓
FXI
ISHARES TR
-$212.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$211.0K
6,165
-21%
增持
AMGN
AMGEN INC
+$210.0K
13,724
+1%
建仓
APD
AIR PRODS & CHEMS INC
+$209.0K
688
建仓
—
ICON PLC
+$208.0K
673
减持
CSCO
CISCO SYS INC
+$208.0K
24,780
-1%
清仓
EEMV
ISHARES INC
-$208.0K
0
-100%
清仓
LQD
ISHARES TR
-$208.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$207.0K
4,706
建仓
IWR
ISHARES TR
+$206.0K
2,486
建仓
DGRO
ISHARES TR
+$206.0K
3,712
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$205.0K
56,078
+1%
清仓
—
LORAL SPACE & COM INC
-$204.0K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$203.0K
4,263
清仓
IEF
ISHARES TR
-$203.0K
0
-100%
建仓
PIE
INVESCO EXCH TRADED FD TR II
+$202.0K
7,811
建仓
—
TE CONNECTIVITY LTD
+$202.0K
1,249
减持
CMCSA
COMCAST CORP NEW
-$198.0K
34,442
-0%
减持
BND
VANGUARD BD INDEX FDS
-$197.0K
21,331
-9%
增持
BA
BOEING CO
-$197.0K
14,323
+2%
减持
LUV
SOUTHWEST AIRLS CO
-$197.0K
14,776
-8%
增持
C
CITIGROUP INC
-$189.0K
27,310
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$188.0K
6,413
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$188.0K
24,816
+9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$188.0K
19,742
-12%
增持
MA
MASTERCARD INCORPORATED
+$188.0K
10,542
+2%
增持
IEV
ISHARES TR
+$183.0K
39,636
+5%
增持
MGK
VANGUARD WORLD FD
+$182.0K
2,404
+27%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$179.0K
13,713
-0%
增持
ZTS
ZOETIS INC
+$177.0K
3,403
+1%
增持
—
EATON CORP PLC
+$175.0K
7,325
+0%
增持
PG
PROCTER AND GAMBLE CO
+$175.0K
7,250
+0%
清仓
RFI
COHEN & STEERS TOTAL RETURN
-$172.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
+$171.0K
94,108
-1%
增持
CHH
CHOICE HOTELS INTL INC
+$171.0K
4,443
+8%
减持
BMVP
INVESCO EXCHANGE TRADED FD T
+$171.0K
24,416
-0%
减持
XLI
SELECT SECTOR SPDR TR
+$168.0K
35,532
-3%
增持
EFG
ISHARES TR
+$168.0K
10,429
+13%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$165.0K
4,739
-0%
