小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 51
减持 68
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$12.0M
83,656
-1%
增持
QQQ
INVESCO QQQ TR
+$11.5M
72,098
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
32,808
+48%
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
IWM
ISHARES TR
+$3.7M
50,554
+56%
减持
AAPL
APPLE INC
+$3.6M
127,511
-1%
减持
AMZN
AMAZON COM INC
+$2.3M
89,628
-1%
减持
MSFT
MICROSOFT CORP
+$2.2M
48,973
-2%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$2.2M
27,262
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.9M
19,176
-1%
增持
TSLA
TESLA INC
+$1.7M
25,218
+7%
减持
META
META PLATFORMS INC
+$1.5M
20,862
-0%
建仓
MINT
PIMCO ETF TR
+$1.2M
11,743
减持
GOOGL
ALPHABET INC
+$958.3K
62,063
-1%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$854.3K
6,909
减持
LLY
LILLY ELI & CO
+$831.4K
6,689
-0%
清仓
VFH
VANGUARD WORLD FDS
-$817.3K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$796.8K
5,741
+62%
增持
ORCL
ORACLE CORP
+$768.1K
20,464
+14%
减持
ABBV
ABBVIE INC
-$706.2K
20,752
-6%
减持
SCHG
SCHWAB STRATEGIC TR
+$647.6K
66,411
-0%
增持
AVGO
BROADCOM INC
+$614.2K
2,562
+2%
增持
AXON
AXON ENTERPRISE INC
-$609.1K
20,949
+0%
减持
DIS
DISNEY WALT CO
-$607.5K
43,741
-3%
增持
VHT
VANGUARD WORLD FDS
+$600.3K
5,572
+74%
增持
ESGU
ISHARES TR
+$586.4K
42,927
+8%
减持
SBUX
STARBUCKS CORP
-$542.2K
75,393
-2%
增持
FTNT
FORTINET INC
+$529.3K
57,900
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$475.7K
31,617
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$449.9K
8,060
+0%
减持
AMAT
APPLIED MATLS INC
+$439.9K
20,468
-0%
增持
QYLD
GLOBAL X FDS
+$432.0K
179,670
+12%
增持
CSGP
COSTAR GROUP INC
+$424.6K
19,160
+3%
增持
URI
UNITED RENTALS INC
+$423.0K
8,144
+1%
增持
SPYX
SPDR SER TR
+$410.5K
106,333
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$403.8K
20,890
-2%
清仓
—
FIBROGEN INC
-$385.2K
0
-100%
增持
BXMT
BLACKSTONE MTG TR INC
+$371.3K
39,142
+58%
增持
RYLD
GLOBAL X FDS
+$369.6K
147,854
+15%
增持
XYLD
GLOBAL X FDS
+$367.8K
68,883
+13%
减持
PYPL
PAYPAL HLDGS INC
-$354.3K
36,834
-1%
减持
COST
COSTCO WHSL CORP NEW
+$351.4K
8,591
-0%
减持
AMGN
AMGEN INC
-$344.3K
12,822
-3%
增持
SMH
VANECK ETF TRUST
+$337.0K
15,683
+101%
减持
NFLX
NETFLIX INC
+$332.4K
4,120
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$324.0K
10,801
-1%
建仓
DAVA
ENDAVA PLC
+$308.5K
5,957
减持
CSX
CSX CORP
+$303.0K
73,112
-0%
减持
—
ASML HOLDING N V
-$298.7K
374
-55%
增持
MRVL
MARVELL TECHNOLOGY INC
+$296.4K
16,222
+4%
减持
VUG
VANGUARD INDEX FDS
+$280.3K
13,740
-5%
减持
NKE
NIKE INC
-$273.3K
17,895
-2%
减持
—
PARAMOUNT GLOBAL
-$268.7K
35,687
-1%
减持
NOW
SERVICENOW INC
+$265.8K
2,748
-0%
减持
SHV
ISHARES TR
-$265.2K
17,316
-12%
增持
DELL
DELL TECHNOLOGIES INC
+$251.7K
17,722
+1%
减持
JPM
JPMORGAN CHASE & CO
+$251.2K
16,732
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$248.6K
39,579
-9%
建仓
BIL
SPDR SER TR
+$243.6K
2,653
减持
LOW
LOWES COS INC
+$243.1K
9,865
-1%
建仓
NET
CLOUDFLARE INC
+$240.8K
3,683
减持
XLI
SELECT SECTOR SPDR TR
+$236.7K
40,498
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$232.9K
2,661
+0%
建仓
WFG
WEST FRASER TIMBER CO LTD
+$231.3K
2,690
增持
SNOW
SNOWFLAKE INC
+$226.0K
4,182
+27%
建仓
AMP
AMERIPRISE FINL INC
+$219.6K
661
减持
AGG
ISHARES TR
-$219.3K
3,880
-35%
减持
MSCI
MSCI INC
-$218.5K
1,166
-15%
减持
UPS
UNITED PARCEL SERVICE INC
-$215.9K
12,876
-1%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$215.6K
0
-100%
增持
FDX
FEDEX CORP
+$214.9K
11,061
+0%
增持
—
EATON CORP PLC
+$214.5K
7,205
+0%
增持
CRM
SALESFORCE INC
+$212.2K
9,850
+5%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$211.9K
3,061
增持
VPU
VANGUARD WORLD FDS
+$210.4K
3,173
+95%
清仓
—
SMARTSHEET INC
-$210.1K
0
-100%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$210.1K
8,274
建仓
—
MEDTRONIC PLC
+$209.7K
2,380
建仓
ECL
ECOLAB INC
+$209.1K
1,120
建仓
DDOG
DATADOG INC
+$209.0K
2,124
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$208.8K
4,599
清仓
IP
INTERNATIONAL PAPER CO
-$208.7K
0
-100%
减持
KLAC
KLA CORP
+$207.4K
2,481
-1%
清仓
BP
BP PLC
-$207.1K
0
-100%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$206.2K
51,885
-1%
建仓
RC
READY CAPITAL CORP
+$205.1K
18,179
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$204.2K
1,493
减持
MA
MASTERCARD INCORPORATED
+$203.4K
10,074
-3%
建仓
VOT
VANGUARD INDEX FDS
+$202.9K
986
建仓
LQD
ISHARES TR
+$202.8K
1,875
清仓
SSO
PROSHARES TR
-$201.9K
0
-100%
清仓
OKE
ONEOK INC NEW
-$201.7K
0
-100%
减持
PHM
PULTE GROUP INC
+$199.6K
10,514
-1%
减持
BND
VANGUARD BD INDEX FDS
-$199.5K
14,564
-15%
增持
XLF
SELECT SECTOR SPDR TR
+$197.5K
107,323
+1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$197.5K
49,483
-0%
增持
DSI
ISHARES TR
+$193.9K
22,953
+3%
增持
MGK
VANGUARD WORLD FD
+$190.5K
1,763
+61%
增持
—
PARAMOUNT GLOBAL
-$188.5K
31,734
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$186.6K
5,958
-2%
增持
VOO
VANGUARD INDEX FDS
+$186.0K
2,358
+15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$185.4K
30,044
-1%
减持
VGT
VANGUARD WORLD FDS
+$185.1K
3,401
-1%
减持
VNQ
VANGUARD INDEX FDS
-$184.3K
11,627
-16%
减持
TXN
TEXAS INSTRS INC
-$184.1K
29,030
-0%
减持
GOOG
ALPHABET INC
+$182.7K
17,687
-6%
清仓
—
BROADMARK RLTY CAP INC
-$180.9K
0
-100%
增持
F
FORD MTR CO DEL
+$176.2K
66,631
+1%
减持
DG
DOLLAR GEN CORP NEW
-$160.1K
2,916
-6%
减持
V
VISA INC
+$158.7K
13,664
-0%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$155.6K
13,804
减持
—
VMWARE INC
+$155.4K
8,308
-0%
增持
IWN
ISHARES TR
+$150.5K
3,561
+39%
减持
REGN
REGENERON PHARMACEUTICALS
-$150.0K
921
-7%
建仓
VGM
INVESCO TR INVT GRADE MUNS
+$146.6K
15,100
减持
SHW
SHERWIN WILLIAMS CO
+$143.8K
3,937
-2%
减持
TTD
THE TRADE DESK INC
+$143.2K
10,226
-4%
增持
JOE
ST JOE CO
+$142.0K
13,062
+11%
减持
MTN
VAIL RESORTS INC
+$140.3K
9,465
-1%
减持
QCOM
QUALCOMM INC
-$139.0K
13,741
-1%
减持
T
AT&T INC
-$135.0K
37,433
-2%
增持
PFE
PFIZER INC
-$132.0K
32,103
+0%
减持
BMVP
INVESCO EXCHANGE TRADED FD T
+$130.5K
23,736
-0%
增持
IVV
ISHARES TR
+$128.8K
3,671
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
-$127.8K
6,820
+0%
建仓
ERIC
ERICSSON
+$124.5K
22,845
减持
TGT
TARGET CORP
-$122.3K
3,534
-1%
减持
QUAL
ISHARES TR
+$121.8K
25,283
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$116.7K
3,577
-1%
增持
CMCSA
COMCAST CORP NEW
+$115.9K
31,361
+0%
增持
AAL
AMERICAN AIRLS GROUP INC
+$112.5K
28,338
+6%
减持
ALK
ALASKA AIR GROUP INC
+$109.6K
10,050
-1%
增持
GM
GENERAL MTRS CO
+$108.7K
37,431
+3%
减持
GE
GENERAL ELECTRIC CO
+$108.4K
11,150
-5%
增持
JNJ
JOHNSON & JOHNSON
+$105.4K
9,981
+0%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$103.9K
15,399
+8%
减持
IEF
ISHARES TR
-$103.6K
2,696
-27%
增持
BAC
BANK AMERICA CORP
+$103.2K
79,776
+4%
减持
HCA
HCA HEALTHCARE INC
+$99.8K
2,632
-1%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$99.5K
35,781
+29%
减持
KEY
KEYCORP
-$95.5K
28,778
-0%
减持
ILMN
ILLUMINA INC
-$95.0K
2,056
-0%
建仓
STKL
SUNOPTA INC
+$93.2K
13,925
增持
SCHW
SCHWAB CHARLES CORP
+$92.9K
5,806
+29%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$92.8K
8,793
-12%
减持
CI
THE CIGNA GROUP
+$92.7K
4,044
-1%
减持
CCI
CROWN CASTLE INC
-$92.1K
3,725
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$92.0K
13,391
+0%
增持
HD
HOME DEPOT INC
+$91.7K
5,891
+0%
增持
OXY
OCCIDENTAL PETE CORP
+$90.1K
6,935
+36%
增持
CAT
CATERPILLAR INC
+$89.1K
5,150
+0%
