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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 56
减持 58
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$10.4M
85,040
-0%
减持
AAPL
APPLE INC
-$5.3M
134,973
-1%
增持
AMZN
AMAZON COM INC
-$4.4M
83,949
+1958%
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。
减持
TSLA
TESLA INC
-$3.5M
8,348
-2%
增持
USMV
ISHARES TR
+$3.5M
62,608
+465%
减持
MSFT
MICROSOFT CORP
-$3.3M
51,958
-4%
减持
VOO
VANGUARD INDEX FDS
-$3.1M
2,071
-78%
减持
QLD
PROSHARES TR
-$2.5M
79,173
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$1.9M
23,992
+20%
增持
SQ
BLOCK INC
-$1.9M
25,215
+0%
增持
PYPL
PAYPAL HLDGS INC
-$1.8M
40,104
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.8M
20,396
+1%
清仓
—
DISCOVERY INC
-$1.4M
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$1.4M
105,794
减持
BAC
BK OF AMERICA CORP
-$1.3M
83,117
-13%
增持
META
META PLATFORMS INC
-$1.3M
23,549
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
69,236
-2%
增持
DIS
DISNEY WALT CO
-$1.2M
35,070
+6%
增持
GOOGL
ALPHABET INC
-$1.2M
2,174
+1%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
16,637
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
32,704
-1%
增持
SBUX
STARBUCKS CORP
-$1.1M
79,491
+1%
减持
QUAL
ISHARES TR
-$1.0M
31,764
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$926.0K
13,051
+3%
减持
TXN
TEXAS INSTRS INC
-$912.0K
30,280
-0%
减持
SSO
PROSHARES TR
-$909.0K
42,751
-1%
减持
—
LAM RESEARCH CORP
-$846.0K
7,566
-0%
增持
URI
UNITED RENTALS INC
-$846.0K
8,200
+3%
增持
NFLX
NETFLIX INC
-$845.0K
4,293
+1%
减持
IWN
ISHARES TR
-$841.0K
4,561
-50%
增持
BA
BOEING CO
-$823.0K
15,276
+0%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$821.0K
11,700
增持
COST
COSTCO WHSL CORP NEW
-$811.0K
8,842
+1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$806.0K
51,060
-1%
减持
VFH
VANGUARD WORLD FDS
-$804.0K
6,035
-56%
减持
VGT
VANGUARD WORLD FDS
-$749.0K
2,302
-36%
减持
XLK
SELECT SECTOR SPDR TR
-$730.0K
20,237
-3%
增持
FTNT
FORTINET INC
-$723.0K
59,533
+397%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$720.0K
54,140
-0%
增持
ESGU
ISHARES TR
-$680.0K
40,512
+1%
减持
SPYX
SPDR SER TR
-$659.0K
35,009
-0%
减持
BX
BLACKSTONE INC
-$652.0K
17,308
-2%
减持
CSX
CSX CORP
-$642.0K
73,582
-1%
减持
NKE
NIKE INC
-$607.0K
18,418
-0%
建仓
—
TENNECO INC
+$590.0K
34,408
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$549.0K
30,815
-23%
增持
XLF
SELECT SECTOR SPDR TR
-$543.0K
88,011
+2%
增持
XLI
SELECT SECTOR SPDR TR
-$542.0K
38,192
+1%
减持
MVV
PROSHARES TR
-$539.0K
27,383
-1%
增持
—
PARAMOUNT GLOBAL
-$520.0K
44,749
+4%
增持
IWO
ISHARES TR
+$512.0K
3,539
+314%
减持
UPS
UNITED PARCEL SERVICE INC
-$492.0K
13,147
-3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$492.0K
5,159
+63%
增持
DE
DEERE & CO
-$486.0K
4,820
+4%
增持
AXP
AMERICAN EXPRESS CO
-$479.0K
10,191
+1%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$459.0K
7,500
增持
CRM
SALESFORCE INC
-$455.0K
10,723
+2%
减持
VLO
VALERO ENERGY CORP
-$450.0K
11,600
-30%
增持
GM
GENERAL MTRS CO
-$443.0K
38,854
+1%
增持
MA
MASTERCARD INCORPORATED
-$430.0K
10,626
+0%
减持
WMT
WALMART INC
-$407.0K
5,874
-22%
增持
VBR
VANGUARD INDEX FDS
+$405.0K
9,954
+61%
清仓
—
GLAXOSMITHKLINE PLC
-$397.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$396.0K
22,789
+5%
减持
ORCL
ORACLE CORP
-$392.0K
18,255
-9%
减持
F
FORD MTR CO DEL
-$389.0K
65,114
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
-$385.0K
16,392
+7%
增持
QQQ
INVESCO QQQ TR
+$379.0K
27,915
+36%
减持
UNP
UNION PAC CORP
-$379.0K
6,148
-1%
减持
CSCO
CISCO SYS INC
-$375.0K
23,461
-5%
增持
TWLO
TWILIO INC
-$371.0K
6,341
+16%
减持
MGK
VANGUARD WORLD FD
-$371.0K
1,133
-54%
建仓
ONL
ORION OFFICE REIT INC
+$368.0K
33,609
增持
IVW
ISHARES TR
-$367.0K
29,165
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$366.0K
2,834
-0%
减持
—
CANADIAN PAC RY LTD
-$363.0K
28,322
-0%
增持
ILMN
ILLUMINA INC
-$361.0K
2,245
+1%
增持
VAW
VANGUARD WORLD FDS
+$360.0K
3,735
+205%
增持
QCOM
QUALCOMM INC
-$359.0K
14,366
+0%
建仓
—
PINNACLE FINL PARTNERS INC
+$354.0K
4,900
增持
AVGO
BROADCOM INC
-$353.0K
2,535
+1%
建仓
ABNB
AIRBNB INC
+$346.0K
3,886
增持
TTD
THE TRADE DESK INC
-$345.0K
14,010
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$340.0K
14,788
+165%
清仓
EXPE
EXPEDIA GROUP INC
-$337.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$335.0K
39,785
-2%
增持
DSI
ISHARES TR
-$333.0K
23,012
+0%
增持
MTN
VAIL RESORTS INC
-$332.0K
8,913
+2%
减持
INTC
INTEL CORP
-$332.0K
16,953
-13%
减持
VDE
VANGUARD WORLD FDS
-$330.0K
7,621
-25%
增持
GOOG
ALPHABET INC
-$328.0K
1,058
+12%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$323.0K
13,549
-1%
减持
TGT
TARGET CORP
-$322.0K
4,483
-0%
清仓
CGNX
COGNEX CORP
-$309.0K
0
-100%
增持
V
VISA INC
-$293.0K
14,421
+2%
增持
NET
CLOUDFLARE INC
-$290.0K
5,515
+24%
增持
SMH
VANECK ETF TRUST
-$288.0K
6,103
+8%
清仓
VBK
VANGUARD INDEX FDS
-$288.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$287.0K
0
-100%
减持
NUE
NUCOR CORP
-$286.0K
5,587
-4%
增持
CRC
CALIFORNIA RES CORP
+$286.0K
15,140
+128%
减持
—
TWITTER INC
-$283.0K
38,088
-14%
增持
WFG
WEST FRASER TIMBER CO LTD
+$283.0K
7,318
+116%
增持
ISRG
INTUITIVE SURGICAL INC
-$277.0K
2,821
+1%
增持
—
PARAMOUNT GLOBAL
-$273.0K
30,863
+15%
清仓
BILL
BILL COM HLDGS INC
-$272.0K
0
-100%
增持
NOW
SERVICENOW INC
-$271.0K
3,484
+1%
增持
CME
CME GROUP INC
-$270.0K
9,622
+2%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$270.0K
6,435
-1%
增持
LOW
LOWES COS INC
-$269.0K
10,842
+1%
减持
AGG
ISHARES TR
-$267.0K
6,911
-24%
建仓
PKOH
PARK-OHIO HLDGS CORP
+$264.0K
16,625
清仓
VOT
VANGUARD INDEX FDS
-$262.0K
0
-100%
增持
GE
GENERAL ELECTRIC CO
-$261.0K
10,596
+4%
减持
EEM
ISHARES TR
-$261.0K
50,204
-0%
建仓
—
SCORPIO TANKERS INC
+$259.0K
7,500
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$259.0K
0
-100%
建仓
DMB
BNY MELLON MUN BD INFRASTRUC
+$258.0K
19,794
建仓
VTIP
VANGUARD MALVERN FDS
+$253.0K
5,062
减持
VDC
VANGUARD WORLD FDS
-$251.0K
2,480
-32%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$251.0K
15,639
-7%
减持
H
HYATT HOTELS CORP
-$251.0K
11,561
-0%
减持
PRU
PRUDENTIAL FINL INC
-$250.0K
9,249
-4%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$250.0K
0
-100%
减持
NULG
NUSHARES ETF TR
-$250.0K
19,338
-1%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$245.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$244.0K
4,959
-1%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$244.0K
0
-100%
减持
LLY
LILLY ELI & CO
+$243.0K
6,961
-1%
清仓
—
SMARTSHEET INC
-$241.0K
0
-100%
清仓
ETO
EATON VANCE TAX-ADVANTAGED G
-$241.0K
0
-100%
增持
IEV
ISHARES TR
-$239.0K
41,922
+4%
减持
C
CITIGROUP INC
-$239.0K
26,826
-3%
增持
BABA
ALIBABA GROUP HLDG LTD
+$237.0K
9,416
+23%
清仓
KBE
SPDR SER TR
-$234.0K
0
-100%
减持
ABBV
ABBVIE INC
-$233.0K
22,604
-1%
建仓
SEB
SEABOARD CORP DEL
+$233.0K
60
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$232.0K
29,500
-7%
减持
MAR
MARRIOTT INTL INC NEW
-$232.0K
5,628
-1%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$232.0K
0
-100%
建仓
—
BROOKFIELD BUSINESS CORP
+$231.0K
10,060
清仓
XLRE
SELECT SECTOR SPDR TR
-$229.0K
0
-100%
建仓
ARCC
ARES CAPITAL CORP
+$228.0K
12,714
增持
—
DUPONT DE NEMOURS INC
-$226.0K
18,136
+8%
清仓
DAR
DARLING INGREDIENTS INC
-$225.0K
0
-100%
清仓
SHEL
SHELL PLC
-$225.0K
0
-100%
清仓
SRE
SEMPRA
-$224.0K
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$224.0K
2,688
-0%
建仓
PDM
PIEDMONT OFFICE REALTY TR IN
+$223.0K
17,019
清仓
XEVTX
EATON VANCE TAX ADVT DIV INC
-$223.0K
0
-100%
