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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 24
减持 84
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$12.0M
40,853
-43%
减持
IWM
ISHARES TR
-$6.0M
19,757
-61%
减持
AAPL
APPLE INC
-$3.2M
125,490
-2%
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
-$2.1M
29,123
-11%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.1M
0
-100%
增持
SHV
ISHARES TR
+$1.8M
33,398
+93%
增持
MSFT
MICROSOFT CORP
-$1.2M
49,035
+0%
清仓
MINT
PIMCO ETF TR
-$1.2M
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$1.0M
37,501
减持
FTNT
FORTINET INC
-$991.5K
57,689
-0%
减持
NVDA
NVIDIA CORPORATION
+$940.3K
83,515
-0%
建仓
VFH
VANGUARD WORLD FDS
+$906.8K
11,290
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$754.1K
3,642
-37%
减持
TXN
TEXAS INSTRS INC
-$613.7K
29,006
-0%
减持
GOOGL
ALPHABET INC
+$611.4K
61,442
-1%
减持
SBUX
STARBUCKS CORP
-$588.1K
75,384
-0%
减持
AMGN
AMGEN INC
+$573.2K
12,725
-1%
增持
NVO
NOVO-NORDISK A S
+$563.2K
12,194
+262%
减持
TSLA
TESLA INC
-$561.5K
24,138
-4%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$549.5K
6,023
增持
BXMT
BLACKSTONE MTG TR INC
+$518.4K
61,286
+57%
增持
LLY
ELI LILLY & CO
+$496.6K
6,765
+1%
减持
RTX
RTX CORPORATION
-$473.2K
17,007
-2%
建仓
EDV
VANGUARD WORLD FD
+$453.4K
6,474
清仓
VPU
VANGUARD WORLD FDS
-$451.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$448.5K
42,648
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$424.3K
30,901
-2%
减持
MPC
MARATHON PETE CORP
+$417.4K
12,162
-0%
减持
AMZN
AMAZON COM INC
-$398.8K
88,775
-1%
减持
VDC
VANGUARD WORLD FDS
-$387.7K
1,297
-60%
减持
BA
BOEING CO
-$358.1K
15,891
-1%
减持
AGGY
WISDOMTREE TR
-$346.3K
13,292
-36%
建仓
VTIP
VANGUARD MALVERN FDS
+$345.6K
7,310
减持
ADBE
ADOBE INC
+$343.4K
19,063
-1%
清仓
PZZA
PAPA JOHNS INTL INC
-$339.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$317.8K
36,608
-1%
减持
MTN
VAIL RESORTS INC
-$309.1K
9,346
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
-$306.0K
15,796
-44%
清仓
EFA
ISHARES TR
-$300.5K
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$286.6K
2,933
-14%
减持
ABBV
ABBVIE INC
+$278.9K
20,628
-1%
减持
AXP
AMERICAN EXPRESS CO
-$277.0K
9,475
-2%
减持
CSGP
COSTAR GROUP INC
-$270.0K
18,666
-3%
增持
ABNB
AIRBNB INC
+$267.3K
3,947
+84%
建仓
RITM
RITHM CAPITAL CORP
+$261.4K
28,134
清仓
IEF
ISHARES TR
-$260.4K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$260.4K
40,302
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$259.4K
20,573
-2%
减持
DELL
DELL TECHNOLOGIES INC
+$256.1K
17,635
-0%
建仓
OKE
ONEOK INC NEW
+$253.8K
4,001
建仓
ARI
APOLLO COML REAL EST FIN INC
+$253.0K
24,973
增持
IWN
ISHARES TR
+$252.4K
5,561
+56%
减持
CSX
CSX CORP
-$249.7K
72,957
-0%
增持
GOOG
ALPHABET INC
+$243.0K
18,071
+2%
建仓
SE
SEA LTD
+$237.0K
5,393
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$236.8K
51,532
-1%
减持
F
FORD MTR CO DEL
-$235.7K
62,190
-7%
清仓
WFG
WEST FRASER TIMBER CO LTD
-$231.3K
0
-100%
增持
NFLX
NETFLIX INC
-$229.7K
4,198
+2%
减持
BX
BLACKSTONE INC
+$229.3K
17,244
-1%
增持
ORCL
ORACLE CORP
-$229.2K
20,845
+2%
清仓
OTIS
OTIS WORLDWIDE CORP
-$229.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$223.2K
8,582
-0%
增持
SPYX
SPDR SER TR
+$222.5K
117,150
+10%
减持
XLE
SELECT SECTOR SPDR TR
+$221.7K
25,074
-0%
清仓
WCN
WASTE CONNECTIONS INC
-$221.3K
0
-100%
建仓
SYY
SYSCO CORP
+$221.2K
3,349
减持
GM
GENERAL MTRS CO
-$216.3K
37,218
-1%
清仓
IDXX
IDEXX LABS INC
-$210.8K
0
-100%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$210.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$209.7K
0
-100%
清仓
IJR
ISHARES TR
-$209.2K
0
-100%
清仓
ECL
ECOLAB INC
-$209.1K
0
-100%
清仓
DDOG
DATADOG INC
-$209.0K
0
-100%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$207.7K
21,815
建仓
—
STAR BULK CARRIERS CORP.
+$205.8K
10,672
建仓
TFLO
ISHARES TR
+$205.2K
4,043
清仓
SPIB
SPDR SER TR
-$205.1K
0
-100%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$204.2K
0
-100%
增持
IHI
ISHARES TR
-$203.6K
29,857
+2%
减持
LOW
LOWES COS INC
-$203.5K
9,733
-1%
清仓
EIX
EDISON INTL
-$203.0K
0
-100%
清仓
LQD
ISHARES TR
-$202.8K
0
-100%
建仓
SHEL
SHELL PLC
+$201.9K
3,136
清仓
PSA
PUBLIC STORAGE
-$201.7K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$201.6K
8,884
-1%
清仓
MMM
3M CO
-$201.5K
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$201.1K
1,281
建仓
DMB
BNY MELLON MUN BD INFRASTRUC
+$200.1K
20,168
减持
META
META PLATFORMS INC
+$196.7K
20,598
-1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$194.7K
26,976
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$194.0K
29,760
-1%
减持
VUG
VANGUARD INDEX FDS
-$189.4K
13,582
-1%
减持
NUMG
NUSHARES ETF TR
-$189.0K
6,295
-41%
减持
DG
DOLLAR GEN CORP NEW
-$187.7K
2,905
-0%
减持
FDX
FEDEX CORP
+$186.0K
11,053
-0%
减持
EEM
ISHARES TR
-$183.8K
50,585
-5%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$182.9K
14,921
+8%
建仓
—
BLACKROCK MUNIVEST FD II INC
+$179.9K
19,360
增持
VDE
VANGUARD WORLD FDS
+$179.6K
7,643
+9%
减持
PSX
PHILLIPS 66
+$177.8K
7,321
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$175.7K
8,035
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$172.7K
66,073
-1%
减持
COP
CONOCOPHILLIPS
+$171.8K
10,653
-0%
建仓
BCX
BLACKROCK RES & COMMODITIES
+$168.9K
18,338
减持
HON
HONEYWELL INTL INC
-$163.2K
5,571
-3%
减持
ALK
ALASKA AIR GROUP INC
-$163.1K
10,014
-0%
增持
IWC
ISHARES TR
+$160.3K
4,872
+63%
减持
RYLD
GLOBAL X FDS
-$152.4K
147,849
-0%
增持
HCA
HCA HEALTHCARE INC
-$150.9K
2,634
+0%
增持
BMVP
INVESCO EXCHANGE TRADED FD T
-$147.7K
70,912
+199%
减持
EOG
EOG RES INC
+$146.6K
12,085
-0%
减持
MCD
MCDONALDS CORP
-$146.6K
3,774
-1%
增持
QYLD
GLOBAL X FDS
-$144.0K
181,583
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$140.0K
2,634
-1%
减持
—
VMWARE INC
+$138.4K
8,002
-4%
减持
ABT
ABBOTT LABS
-$137.8K
9,503
-2%
增持
IVW
ISHARES TR
+$137.3K
26,592
+11%
减持
AMAT
APPLIED MATLS INC
-$135.7K
20,388
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$135.6K
5,321
-0%
减持
CAT
CATERPILLAR INC
+$135.4K
5,137
-0%
减持
BKNG
BOOKING HOLDINGS INC
+$134.6K
358
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
-$134.5K
15,431
-5%
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$134.2K
13,225
减持
IEV
ISHARES TR
-$134.2K
47,313
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$133.6K
2,801
-30%
增持
DSI
ISHARES TR
+$130.9K
25,339
+10%
减持
CME
CME GROUP INC
+$129.5K
9,394
-1%
增持
CI
THE CIGNA GROUP
+$128.3K
4,415
+9%
减持
PFE
PFIZER INC
-$127.1K
31,670
-1%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$125.2K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$124.2K
27,798
-4%
减持
CRM
SALESFORCE INC
-$124.0K
9,651
-2%
减持
JNJ
JOHNSON & JOHNSON
-$123.7K
9,813
-2%
减持
FISV
FISERV INC
-$123.6K
6,559
-4%
增持
VOT
VANGUARD INDEX FDS
+$123.0K
1,673
+70%
减持
LEN
LENNAR CORP
-$119.3K
8,826
-0%
减持
WYNN
WYNN RESORTS LTD
-$119.0K
8,743
-0%
减持
AVGO
BROADCOM INC
-$118.8K
2,533
-1%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$114.7K
38,490
-0%
减持
QUAL
ISHARES TR
-$112.0K
25,024
-1%
减持
H
HYATT HOTELS CORP
-$109.7K
11,315
-1%
减持
AGG
ISHARES TR
-$108.5K
2,888
-26%
减持
VLO
VALERO ENERGY CORP
+$105.0K
4,491
-1%
减持
ILMN
ILLUMINA INC
-$104.4K
2,048
-0%
增持
BIL
SPDR SER TR
+$104.0K
3,785
+43%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$103.5K
1,434
-9%
增持
XYLD
GLOBAL X FDS
-$103.3K
70,052
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$103.1K
37,878
-4%
清仓
—
AEGON N V
-$102.6K
0
-100%
