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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 36
减持 69
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$3.7M
23,689
-5%
增持
QQQ
INVESCO QQQ TR
+$2.6M
32,466
+19%
减持
AMZN
AMAZON COM INC
-$2.6M
83,505
-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。
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
23,752
-5%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
85,584
+2%
减持
IWM
ISHARES TR
+$1.8M
25,469
-26%
清仓
—
TWITTER INC
-$1.7M
0
-100%
减持
AAPL
APPLE INC
-$1.7M
130,107
-3%
增持
BA
BOEING CO
+$1.3M
16,425
+6%
减持
SBUX
STARBUCKS CORP
+$1.1M
78,899
-1%
减持
AXON
AXON ENTERPRISE INC
+$1.0M
20,988
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
42,569
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$971.8K
107,479
+21%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$928.9K
19,460
-5%
建仓
JOET
VIRTUS ETF TR II
+$823.8K
30,832
减持
PYPL
PAYPAL HLDGS INC
-$723.7K
38,251
-5%
减持
URI
UNITED RENTALS INC
+$703.1K
8,284
-0%
清仓
UHAL
AMERCO
-$691.0K
0
-100%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$690.4K
12,557
减持
MA
MASTERCARD INCORPORATED
+$646.5K
10,567
-1%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$639.9K
12,993
减持
META
META PLATFORMS INC
-$629.2K
21,197
-10%
减持
NKE
NIKE INC
+$613.7K
18,406
-1%
减持
ABBV
ABBVIE INC
+$580.5K
22,452
-1%
建仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$522.8K
18,559
减持
GS
GOLDMAN SACHS GROUP INC
+$512.2K
10,741
-1%
增持
AGGY
WISDOMTREE TR
+$482.4K
17,713
+174%
减持
AMGN
AMGEN INC
+$473.1K
13,464
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$459.7K
11,025
-0%
减持
DE
DEERE & CO
+$452.2K
4,840
-0%
增持
SMH
VANECK ETF TRUST
+$440.5K
7,857
+26%
减持
TTD
THE TRADE DESK INC
-$419.4K
11,346
-27%
减持
—
LAM RESEARCH CORP
+$403.6K
7,546
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$399.9K
25,562
+0%
清仓
VXUS
VANGUARD STAR FDS
-$395.0K
0
-100%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$394.2K
30,043
-1%
增持
DIS
DISNEY WALT CO
+$390.7K
42,872
+21%
增持
IWO
ISHARES TR
+$386.3K
9,059
+20%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$384.5K
7,057
清仓
ADSK
AUTODESK INC
-$379.0K
0
-100%
减持
CAT
CATERPILLAR INC
+$373.1K
5,172
-2%
减持
ORCL
ORACLE CORP
+$371.5K
18,161
-0%
增持
IEV
ISHARES TR
+$364.1K
43,146
+2%
增持
JETS
ETF SER SOLUTIONS
+$363.2K
30,573
+188%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$359.0K
0
-100%
增持
MTN
VAIL RESORTS INC
+$358.4K
9,790
+7%
减持
C
CITIGROUP INC
-$350.0K
16,759
-37%
清仓
NET
CLOUDFLARE INC
-$350.0K
0
-100%
减持
V
VISA INC
+$349.3K
14,051
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$341.5K
12,053
+41%
建仓
IEF
ISHARES TR
+$337.4K
3,523
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$335.3K
3,752
+19%
增持
AMAT
APPLIED MATLS INC
+$333.0K
20,774
+1%
增持
GE
GENERAL ELECTRIC CO
+$333.0K
11,779
+11%
减持
JPM
JPMORGAN CHASE & CO
+$329.1K
16,436
-8%
减持
SNOW
SNOWFLAKE INC
-$327.3K
2,896
-34%
增持
LMT
LOCKHEED MARTIN CORP
+$319.0K
2,927
+2%
减持
VUG
VANGUARD INDEX FDS
-$316.5K
14,666
-9%
减持
CSX
CSX CORP
+$311.6K
73,325
-0%
减持
WBD
WARNER BROS DISCOVERY INC
-$302.6K
24,729
-47%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$301.4K
17,067
-2%
清仓
CPNG
COUPANG INC
-$300.0K
0
-100%
增持
MSGS
MADISON SQUARE GRDN SPRT COR
+$296.8K
4,597
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$296.0K
21,770
+7%
减持
GOOG
ALPHABET INC
-$295.7K
18,926
-8%
增持
FDX
FEDEX CORP
+$290.4K
11,394
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$289.0K
8,091
-7%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$286.0K
0
-100%
减持
AVGO
BROADCOM INC
+$282.7K
2,520
-1%
建仓
—
ARCH CAP GROUP LTD
+$281.3K
4,481
减持
LLY
LILLY ELI & CO
+$278.6K
6,914
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$277.5K
44,094
-10%
减持
—
PARAMOUNT GLOBAL
-$277.2K
30,969
-26%
减持
NOW
SERVICENOW INC
-$272.1K
2,730
-23%
减持
CRM
SALESFORCE INC
-$268.3K
9,395
-11%
增持
WYNN
WYNN RESORTS LTD
+$268.1K
9,144
+19%
清仓
BILL
BILL COM HLDGS INC
-$259.0K
0
-100%
减持
HON
HONEYWELL INTL INC
+$257.9K
5,921
-2%
建仓
FLTR
VANECK ETF TRUST
+$256.3K
10,300
减持
MELI
MERCADOLIBRE INC
-$250.8K
246
-56%
增持
IHI
ISHARES TR
+$248.7K
29,498
+7%
减持
NFLX
NETFLIX INC
+$244.7K
4,319
-1%
清仓
SE
SEA LTD
-$244.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$244.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$241.0K
0
-100%
建仓
—
APTIV PLC
+$234.4K
2,517
减持
QLD
PROSHARES TR
-$231.4K
74,645
-4%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$229.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$226.9K
55,027
+4%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$225.2K
3,229
清仓
SAP
SAP SE
-$225.0K
0
-100%
清仓
DDOG
DATADOG INC
-$224.0K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
+$222.5K
15,646
-3%
清仓
DAVA
ENDAVA PLC
-$219.0K
0
-100%
建仓
OKE
ONEOK INC NEW
+$218.5K
3,326
增持
IT
GARTNER INC
+$218.0K
3,317
+2%
清仓
NTR
NUTRIEN LTD
-$217.0K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$216.9K
2,136
减持
PFE
PFIZER INC
+$216.8K
32,197
-2%
增持
TRV
TRAVELERS COMPANIES INC
+$215.6K
6,185
+0%
清仓
ECL
ECOLAB INC
-$215.0K
0
-100%
建仓
IGF
ISHARES TR
+$214.9K
4,688
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$214.7K
254
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$213.8K
1,692
建仓
JOE
ST JOE CO
+$213.3K
5,520
减持
CI
CIGNA CORP NEW
+$212.2K
4,105
-1%
减持
EOG
EOG RES INC
+$212.2K
12,378
-1%
清仓
VEEV
VEEVA SYS INC
-$211.0K
0
-100%
建仓
—
AON PLC
+$211.0K
703
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$210.8K
13,405
-0%
建仓
—
CATALENT INC
+$210.4K
4,675
建仓
OTIS
OTIS WORLDWIDE CORP
+$208.3K
2,660
建仓
—
WISDOMTREE TR
+$206.1K
5,019
减持
TWLO
TWILIO INC
-$204.1K
4,266
-29%
建仓
SHEL
SHELL PLC
+$203.9K
3,580
建仓
WMB
WILLIAMS COS INC
+$203.3K
6,180
建仓
—
WESTROCK CO
+$202.9K
5,771
减持
MPC
MARATHON PETE CORP
+$202.5K
12,282
-1%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$202.1K
14,980
-22%
清仓
PSA
PUBLIC STORAGE
-$202.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$198.3K
2,726
-3%
清仓
KMI
KINDER MORGAN INC DEL
-$197.0K
0
-100%
增持
FICO
FAIR ISAAC CORP
+$188.7K
808
+13%
减持
—
CANADIAN PAC RY LTD
+$188.1K
27,833
-2%
减持
BMVP
INVESCO EXCHANGE TRADED FD T
+$187.0K
24,071
-1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$184.4K
49,620
-3%
增持
—
EXXON MOBIL CORP
+$183.0K
7,371
+2%
增持
T
AT&T INC
+$179.2K
40,369
+10%
增持
UPS
UNITED PARCEL SERVICE INC
+$176.4K
13,216
+1%
减持
MMM
3M CO
-$174.6K
2,363
-43%
增持
IWN
ISHARES TR
+$173.5K
4,561
+28%
减持
—
EATON CORP PLC
+$171.2K
7,316
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$168.2K
4,126
+4%
减持
COST
COSTCO WHSL CORP NEW
-$167.4K
8,772
-1%
减持
MVV
PROSHARES TR
+$166.5K
26,658
-3%
减持
PFM
INVESCO EXCHANGE TRADED FD T
+$164.3K
40,725
-0%
减持
PSX
PHILLIPS 66
+$164.2K
7,467
-2%
增持
—
ASML HOLDING N V
+$163.6K
929
+12%
减持
MRK
MERCK & CO INC
+$162.7K
8,740
-7%
减持
VET
VERMILION ENERGY INC
-$160.6K
42,850
-0%
增持
—
PARAMOUNT GLOBAL
+$160.3K
40,786
+48%
减持
HD
HOME DEPOT INC
+$158.6K
5,973
-5%
减持
GILD
GILEAD SCIENCES INC
+$157.8K
7,569
-5%
增持
FANG
DIAMONDBACK ENERGY INC
+$155.2K
4,410
+19%
增持
SLB
SCHLUMBERGER LTD
+$154.2K
8,253
+3%
减持
CCI
CROWN CASTLE INC
-$151.9K
4,004
-17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$151.3K
29,491
-23%
减持
—
DUPONT DE NEMOURS INC
+$149.4K
11,197
-9%
清仓
FFA
FIRST TR ENHANCED EQUITY INC
-$149.0K
0
-100%
减持
SSO
PROSHARES TR
+$148.7K
41,276
-3%