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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 8
增持 25
减持 45
清仓 72
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.7M
84,166
-1%
增持
IWM
ISHARES TR
-$2.2M
34,378
+22%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.8M
20,423
+0%
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
QQQ
INVESCO QQQ TR
-$1.8M
27,392
-2%
减持
FDX
FEDEX CORP
-$1.5M
11,335
-19%
增持
MSFT
MICROSOFT CORP
-$1.2M
52,051
+0%
增持
TSLA
TESLA INC
+$985.0K
24,910
+198%
减持
WBD
WARNER BROS DISCOVERY INC
-$883.0K
46,716
-56%
清仓
ALLY
ALLY FINL INC
-$846.0K
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$841.0K
3,386
-50%
增持
IWO
ISHARES TR
+$827.0K
7,539
+113%
减持
CMCSA
COMCAST CORP NEW
-$824.0K
34,834
-26%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$821.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$749.0K
4,528
-61%
减持
JPM
JPMORGAN CHASE & CO
-$691.0K
17,941
-21%
清仓
TDS
TELEPHONE & DATA SYS INC
-$686.0K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$680.0K
3,161
-39%
清仓
JEF
JEFFERIES FINL GROUP INC
-$665.0K
0
-100%
清仓
ACI
ALBERTSONS COS INC
-$661.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$656.0K
84,709
+1%
减持
PYPL
PAYPAL HLDGS INC
+$647.0K
40,063
-0%
清仓
—
ALLEGHANY CORP MD
-$641.0K
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$628.0K
0
-100%
减持
SBUX
STARBUCKS CORP
+$618.0K
79,396
-0%
清仓
BNY
BANK NEW YORK MELLON CORP
-$617.0K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$617.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$617.0K
11,032
-15%
减持
META
META PLATFORMS INC
-$617.0K
23,440
-0%
清仓
VAW
VANGUARD WORLD FDS
-$598.0K
0
-100%
清仓
—
WESTROCK CO
-$596.0K
0
-100%
清仓
AZO
AUTOZONE INC
-$595.0K
0
-100%
清仓
—
TENNECO INC
-$590.0K
0
-100%
减持
USMV
ISHARES TR
-$584.0K
57,668
-8%
清仓
CRC
CALIFORNIA RES CORP
-$583.0K
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC
-$574.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$568.0K
6,278
-33%
减持
VBR
VANGUARD INDEX FDS
-$530.0K
6,704
-33%
增持
VCR
VANGUARD WORLD FDS
+$528.0K
4,157
+111%
减持
VZ
VERIZON COMMUNICATIONS INC
-$523.0K
17,964
-24%
减持
JNJ
JOHNSON & JOHNSON
-$518.0K
10,215
-17%
增持
SPY
SPDR S&P 500 ETF TR
-$511.0K
25,128
+5%
清仓
AN
AUTONATION INC
-$500.0K
0
-100%
清仓
CCK
CROWN HLDGS INC
-$496.0K
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$476.0K
21,223
-0%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$471.0K
0
-100%
清仓
OI
O-I GLASS INC
-$469.0K
0
-100%
建仓
VIS
VANGUARD WORLD FDS
+$463.0K
2,940
清仓
PBF
PBF ENERGY INC
-$461.0K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$459.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$456.0K
7,562
-0%
清仓
—
SOUTHSTATE CORPORATION
-$455.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$453.0K
10,838
-11%
清仓
OGN
ORGANON & CO
-$443.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$435.0K
7,969
-47%
清仓
UNFI
UNITED NAT FOODS INC
-$433.0K
0
-100%
减持
QLD
PROSHARES TR
-$432.0K
77,668
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$420.0K
32,849
+0%
增持
ABBV
ABBVIE INC
-$414.0K
22,710
+0%
清仓
—
LIBERTY GLOBAL PLC
-$411.0K
0
-100%
清仓
PB
PROSPERITY BANCSHARES INC
-$408.0K
0
-100%
清仓
VNO
VORNADO RLTY TR
-$407.0K
0
-100%
清仓
ANDE
ANDERSONS INC
-$406.0K
0
-100%
清仓
AD
UNITED STATES CELLULAR CORP
-$405.0K
0
-100%
清仓
FHN
FIRST HORIZON CORPORATION
-$402.0K
0
-100%
清仓
ONB
OLD NATL BANCORP IND
-$402.0K
0
-100%
清仓
CC
CHEMOURS CO
-$401.0K
0
-100%
清仓
—
ARDAGH METAL PACKAGING S A
-$397.0K
0
-100%
清仓
VNT
VONTIER CORPORATION
-$394.0K
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$389.0K
12,278
-32%
减持
VNQ
VANGUARD INDEX FDS
-$381.0K
11,980
-19%
减持
QUAL
ISHARES TR
-$377.0K
30,516
-4%
减持
—
PARAMOUNT GLOBAL
-$369.0K
27,510
-11%
清仓
ONL
ORION OFFICE REIT INC
-$368.0K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$368.0K
0
-100%
减持
MET
METLIFE INC
-$364.0K
8,232
-40%
清仓
RUSHA
RUSH ENTERPRISES INC
-$362.0K
0
-100%
清仓
CNA
CNA FINL CORP
-$359.0K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC
-$354.0K
0
-100%
清仓
GEF
GREIF INC
-$346.0K
0
-100%
清仓
ABNB
AIRBNB INC
-$346.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$344.0K
53,130
+2344%
增持
NKE
NIKE INC
-$342.0K
18,528
+1%
增持
TTD
THE TRADE DESK INC
+$341.0K
15,536
+11%
增持
GOOG
ALPHABET INC
-$340.0K
20,542
+1842%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$339.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$337.0K
3,542
+54%
清仓
—
RESOLUTE FST PRODS INC
-$330.0K
0
-100%
减持
WFG
WEST FRASER TIMBER CO LTD
-$329.0K
3,211
-56%
清仓
—
COCA-COLA EUROPACIFIC PARTNE
-$328.0K
0
-100%
增持
NOW
SERVICENOW INC
-$325.0K
3,528
+1%
增持
MA
MASTERCARD INCORPORATED
-$324.0K
10,648
+0%
清仓
BHC
BAUSCH HEALTH COS INC
-$305.0K
0
-100%
减持
—
PARAMOUNT GLOBAL
-$304.0K
42,015
-6%
清仓
L
LOEWS CORP
-$302.0K
0
-100%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$293.0K
0
-100%
减持
PFE
PFIZER INC
-$286.0K
32,738
-0%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$286.0K
2,000
减持
UPS
UNITED PARCEL SERVICE INC
-$279.0K
13,131
-0%
增持
NFLX
NETFLIX INC
+$278.0K
4,370
+2%
清仓
DFIN
DONNELLEY FINL SOLUTIONS INC
-$273.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$272.0K
17,354
-1%
增持
V
VISA INC
-$269.0K
14,466
+0%
减持
VUG
VANGUARD INDEX FDS
-$266.0K
16,087
-3%
清仓
PKOH
PARK-OHIO HLDGS CORP
-$264.0K
0
-100%
清仓
—
SCORPIO TANKERS INC
-$259.0K
0
-100%
建仓
BILL
BILL COM HLDGS INC
+$259.0K
1,958
增持
CME
CME GROUP INC
-$259.0K
9,657
+0%
清仓
—
CONSOLIDATED COMM HLDGS INC
-$259.0K
0
-100%
清仓
DMB
BNY MELLON MUN BD INFRASTRUC
-$258.0K
0
-100%
减持
CRM
SALESFORCE INC
-$256.0K
10,525
-2%
清仓
VTIP
VANGUARD MALVERN FDS
-$253.0K
0
-100%
减持
AMGN
AMGEN INC
-$252.0K
13,590
-0%
增持
URI
UNITED RENTALS INC
+$249.0K
8,297
+1%
清仓
PRDO
PERDOCEO ED CORP
-$247.0K
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC
-$239.0K
0
-100%
清仓
BHF
BRIGHTHOUSE FINL INC
-$239.0K
0
-100%
增持
EEM
ISHARES TR
-$238.0K
50,887
+1%
减持
VFH
VANGUARD WORLD FDS
-$236.0K
3,090
-49%
减持
SSO
PROSHARES TR
-$234.0K
42,445
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$234.0K
38,215
-4%
清仓
SEB
SEABOARD CORP DEL
-$233.0K
0
-100%
清仓
—
BROOKFIELD BUSINESS CORP
-$231.0K
0
-100%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$229.0K
5,488
清仓
—
APTIV PLC
-$226.0K
0
-100%
建仓
DDOG
DATADOG INC
+$224.0K
2,521
清仓
PDM
PIEDMONT OFFICE REALTY TR IN
-$223.0K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$220.0K
17,984
-0%
清仓
IGF
ISHARES TR
-$220.0K
0
-100%
清仓
—
WIDEOPENWEST INC
-$219.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$219.0K
14,307
-0%
减持
—
AEGON N V
-$219.0K
23,427
-67%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$217.0K
27,744
-6%
清仓
—
ARDMORE SHIPPING CORP
-$217.0K
0
-100%
建仓
KBE
SPDR SER TR
+$216.0K
4,874
减持
BND
VANGUARD BD INDEX FDS
-$214.0K
19,138
-9%
增持
BA
BOEING CO
-$214.0K
15,486
+1%
减持
MPC
MARATHON PETE CORP
+$211.0K
12,348
-0%
建仓
VEEV
VEEVA SYS INC
+$211.0K
1,280
清仓
SNY
SANOFI
-$210.0K
0
-100%
清仓
SPYM
SPDR SER TR
-$209.0K
0
-100%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$208.0K
0
-100%
清仓
IYR
ISHARES TR
-$207.0K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$206.0K
0
-100%
增持
T
AT&T INC
-$206.0K
36,781
+0%
清仓
MGK
VANGUARD WORLD FD
-$206.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$206.0K
0
-100%
清仓
IEF
ISHARES TR
-$206.0K
0
-100%
清仓
—
WISDOMTREE TR
-$204.0K
0
-100%
建仓
GSK
GSK PLC
+$203.0K
6,858
增持
CSGP
COSTAR GROUP INC
+$203.0K
19,321
+2%