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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 23
增持 25
减持 78
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$10.9M
84,347
-1%
增持
QQQ
INVESCO QQQ TR
+$6.5M
62,975
+94%
减持
AAPL
APPLE INC
+$4.3M
128,426
-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
USMV
ISHARES TR
-$2.9M
13,015
-76%
建仓
QYLD
GLOBAL X FDS
+$2.8M
160,769
建仓
XYLD
GLOBAL X FDS
+$2.5M
60,736
增持
AMZN
AMAZON COM INC
+$2.4M
90,790
+9%
减持
MSFT
MICROSOFT CORP
+$2.4M
50,180
-1%
建仓
RYLD
GLOBAL X FDS
+$2.3M
128,345
清仓
—
CANADIAN PAC RY LTD
-$2.1M
0
-100%
减持
QLD
PROSHARES TR
-$2.0M
11,867
-84%
减持
TSLA
TESLA INC
+$2.0M
23,631
-0%
减持
META
META PLATFORMS INC
+$1.9M
20,959
-1%
减持
SSO
PROSHARES TR
-$1.6M
4,022
-90%
增持
GOOGL
ALPHABET INC
+$1.6M
62,380
+13%
增持
IWM
ISHARES TR
+$1.3M
32,352
+27%
清仓
MVV
PROSHARES TR
-$1.3M
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$1.2M
20,888
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
31,893
-1%
减持
FTNT
FORTINET INC
+$987.8K
57,891
-1%
清仓
UWM
PROSHARES TR
-$915.2K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$902.3K
19,335
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$889.0K
23,324
+231%
减持
—
LAM RESEARCH CORP
+$821.3K
7,532
-0%
增持
DIS
DISNEY WALT CO
+$787.9K
45,068
+5%
建仓
VOX
VANGUARD WORLD FDS
+$723.1K
7,480
减持
CRM
SALESFORCE INC
+$623.1K
9,354
-0%
减持
TXN
TEXAS INSTRS INC
+$596.9K
29,085
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$576.6K
66,440
-2%
增持
VFH
VANGUARD WORLD FDS
+$561.3K
10,493
+239%
减持
FDX
FEDEX CORP
+$553.7K
11,060
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$523.7K
19,604
+63%
减持
XLK
SELECT SECTOR SPDR TR
+$519.1K
21,377
-2%
减持
AMAT
APPLIED MATLS INC
+$495.5K
20,504
-1%
建仓
VAW
VANGUARD WORLD FDS
+$490.1K
2,756
减持
VUG
VANGUARD INDEX FDS
+$482.1K
14,463
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$480.6K
8,058
-0%
减持
SMH
VANECK ETF TRUST
+$456.3K
7,792
-1%
建仓
BXMT
BLACKSTONE MTG TR INC
+$443.2K
24,830
清仓
EET
PROSHARES TR
-$426.0K
0
-100%
增持
IEV
ISHARES TR
+$416.2K
47,387
+10%
建仓
—
LINDE PLC
+$386.4K
1,087
减持
BAC
BANK AMERICA CORP
-$379.6K
76,419
-1%
增持
JOET
VIRTUS ETF TR II
+$356.3K
42,895
+39%
清仓
—
LINDE PLC
-$346.1K
0
-100%
减持
AMGN
AMGEN INC
-$345.0K
13,200
-2%
减持
PFE
PFIZER INC
-$340.3K
32,096
-0%
减持
VPU
VANGUARD WORLD FDS
-$335.9K
1,631
-57%
增持
ESGU
ISHARES TR
+$322.8K
39,770
+3%
减持
CI
THE CIGNA GROUP
-$318.0K
4,078
-1%
减持
BA
BOEING CO
+$307.2K
16,175
-2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$306.1K
3,731
减持
UNH
UNITEDHEALTH GROUP INC
-$295.3K
3,099
-7%
减持
IWN
ISHARES TR
-$281.6K
2,561
-44%
清仓
SLV
ISHARES SILVER TR
-$281.2K
0
-100%
减持
GOOG
ALPHABET INC
+$277.6K
18,816
-1%
增持
JOE
ST JOE CO
+$276.1K
11,763
+113%
减持
COST
COSTCO WHSL CORP NEW
+$269.4K
8,602
-2%
增持
SPYX
SPDR SER TR
+$268.8K
103,358
+205%
建仓
ASGI
ABRDN GLOBAL INFRA INCOME FU
+$266.0K
14,812
清仓
—
MACQUARIE GLOBAL INFRASTRUCT
-$263.6K
0
-100%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$260.5K
27,713
减持
URI
UNITED RENTALS INC
+$259.8K
8,096
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$255.5K
106,386
-1%
清仓
ANAB
ANAPTYSBIO INC
-$249.6K
0
-100%
减持
IWD
ISHARES TR
-$245.1K
2,460
-40%
建仓
ABNB
AIRBNB INC
+$242.7K
1,951
减持
JNJ
JOHNSON & JOHNSON
-$239.9K
9,978
-1%
清仓
KBE
SPDR SER TR
-$238.8K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$238.2K
0
-100%
建仓
MGC
VANGUARD WORLD FD
+$237.2K
1,657
清仓
ARCC
ARES CAPITAL CORP
-$236.9K
0
-100%
清仓
BAR
GRANITESHARES GOLD TR
-$236.7K
0
-100%
减持
WYNN
WYNN RESORTS LTD
+$235.7K
8,845
-3%
减持
QCOM
QUALCOMM INC
+$234.5K
13,911
-1%
减持
H
HYATT HOTELS CORP
+$234.2K
11,446
-1%
增持
VNQ
VANGUARD INDEX FDS
+$230.2K
13,919
+24%
减持
BX
BLACKSTONE INC
+$229.2K
17,499
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$226.4K
13,010
-2%
清仓
WFG
WEST FRASER TIMBER CO LTD
-$224.5K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$224.4K
1,097
减持
LLY
LILLY ELI & CO
-$224.2K
6,713
-3%
减持
VGT
VANGUARD WORLD FDS
+$223.3K
3,421
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$223.1K
10,593
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$218.7K
359
-1%
增持
NOW
SERVICENOW INC
+$218.4K
2,751
+1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$217.6K
52,627
-1%
减持
MPC
MARATHON PETE CORP
+$216.2K
12,206
-1%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$215.6K
1,390
建仓
IDXX
IDEXX LABS INC
+$215.4K
431
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$215.3K
12,606
-44%
清仓
D
DOMINION ENERGY INC
-$214.7K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$211.2K
6,109
+0%
减持
XBI
SPDR SER TR
-$211.2K
8,011
-19%
清仓
—
AON PLC
-$211.0K
0
-100%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$210.4K
2,000
建仓
—
SMARTSHEET INC
+$210.1K
4,396
清仓
TSN
TYSON FOODS INC
-$209.9K
0
-100%
清仓
TWLO
TWILIO INC
-$208.9K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$208.8K
691
减持
NFLX
NETFLIX INC
+$208.8K
4,291
-1%
建仓
SWK
STANLEY BLACK & DECKER INC
+$208.1K
2,582
建仓
BP
BP PLC
+$207.1K
5,458
建仓
EIX
EDISON INTL
+$206.3K
2,923
清仓
NSC
NORFOLK SOUTHN CORP
-$205.5K
0
-100%
清仓
SHEL
SHELL PLC
-$203.9K
0
-100%
建仓
PCAR
PACCAR INC
+$203.5K
2,780
清仓
WMB
WILLIAMS COS INC
-$203.3K
0
-100%
清仓
—
WESTROCK CO
-$202.9K
0
-100%
清仓
GSK
GSK PLC
-$200.0K
0
-100%
减持
AVGO
BROADCOM INC
+$199.5K
2,507
-1%
减持
EOG
EOG RES INC
-$194.1K
12,293
-1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$191.9K
29,936
-0%
减持
CSGP
COSTAR GROUP INC
-$191.8K
18,601
-2%
减持
VBR
VANGUARD INDEX FDS
-$185.7K
5,302
-18%
减持
ORCL
ORACLE CORP
+$184.5K
17,962
-1%
减持
SBUX
STARBUCKS CORP
+$183.9K
76,929
-2%
增持
EEM
ISHARES TR
+$182.5K
53,125
+5%
减持
CVS
CVS HEALTH CORP
-$178.6K
7,132
-6%
减持
CME
CME GROUP INC
+$176.9K
9,463
-3%
增持
—
PARAMOUNT GLOBAL
+$170.7K
31,082
+0%
清仓
BCV
BANCROFT FD LTD
-$168.8K
0
-100%
减持
V
VISA INC
+$167.0K
13,689
-3%
减持
ELV
ELEVANCE HEALTH INC
-$165.8K
2,926
-1%
增持
AIG
AMERICAN INTL GROUP INC
-$165.5K
16,361
+5%
减持
PRU
PRUDENTIAL FINL INC
-$157.5K
9,076
-1%
减持
AXP
AMERICAN EXPRESS CO
+$155.9K
9,766
-1%
增持
DSI
ISHARES TR
+$155.3K
22,286
+1%
建仓
VKQ
INVESCO MUNICIPAL TRUST
+$152.8K
15,400
减持
HD
HOME DEPOT INC
-$148.4K
5,890
-1%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$148.1K
0
-100%
减持
HON
HONEYWELL INTL INC
-$147.5K
5,867
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$147.3K
30,662
+4%
减持
KEY
KEYCORP
-$147.0K
28,868
-1%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$145.9K
14,235
-1%
增持
VCR
VANGUARD WORLD FDS
+$144.8K
3,891
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$138.9K
25,316
-1%
减持
TTD
THE TRADE DESK INC
+$137.9K
10,614
-6%
增持
COP
CONOCOPHILLIPS
+$135.4K
10,655
+36%
增持
EFAX
SPDR INDEX SHS FDS
+$135.0K
38,628
+103%
减持
ABT
ABBOTT LABS
-$131.8K
9,925
-4%
增持
KRE
SPDR SER TR
-$131.6K
14,252
+11%
减持
GE
GENERAL ELECTRIC CO
+$129.5K
11,678
-1%
减持
LEN
LENNAR CORP
+$128.5K
8,857
-0%
减持
NULG
NUSHARES ETF TR
+$127.9K
19,034
-0%
减持
ABBV
ABBVIE INC
-$126.4K
21,974
-2%
减持
XHB
SPDR SER TR
+$124.0K
17,622
-1%
减持
BMVP
INVESCO EXCHANGE TRADED FD T
+$123.9K
23,771
-1%
减持
DG
DOLLAR GEN CORP NEW
-$123.5K
3,113
-2%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$123.2K
5,999
-6%
