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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 40
增持 45
减持 56
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$5.0M
83,380
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$3.5M
18,772
-36%
增持
AMZN
AMAZON COM INC
+$2.2M
88,888
+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
AAPL
APPLE INC
+$2.1M
122,660
-2%
减持
MSFT
MICROSOFT CORP
+$1.6M
45,429
-7%
增持
BA
BOEING CO
+$1.5M
17,255
+9%
清仓
—
VMWARE INC
-$1.3M
0
-100%
减持
ADBE
ADOBE INC
+$1.3M
18,504
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
30,372
-2%
减持
AXON
AXON ENTERPRISE INC
+$1.2M
20,750
-1%
减持
URI
UNITED RENTALS INC
+$997.5K
7,980
-1%
减持
META
META PLATFORMS INC
+$959.2K
20,180
-2%
增持
SQ
BLOCK INC
+$842.5K
23,076
+8%
增持
JOE
ST JOE CO
+$797.6K
25,046
+92%
减持
COST
COSTCO WHSL CORP NEW
+$778.9K
8,526
-1%
增持
DIS
DISNEY WALT CO
+$734.6K
46,419
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$704.9K
112,909
+6%
减持
AVGO
BROADCOM INC
+$687.7K
2,501
-1%
减持
VHT
VANGUARD WORLD FDS
-$678.4K
3,024
-51%
增持
VOE
VANGUARD INDEX FDS
+$677.0K
7,313
+150%
增持
IWM
ISHARES TR
+$649.1K
20,631
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$643.0K
10,419
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$635.3K
20,822
+1%
清仓
—
SEAGEN INC
-$632.2K
0
-100%
增持
IWN
ISHARES TR
+$607.1K
8,761
+58%
清仓
—
ACTIVISION BLIZZARD INC
-$597.5K
0
-100%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$581.2K
10,961
+43%
增持
TFLO
ISHARES TR
+$576.6K
15,489
+283%
增持
VNQ
VANGUARD INDEX FDS
+$566.4K
16,736
+39%
减持
GOOGL
ALPHABET INC
+$525.3K
61,319
-0%
减持
XYLD
GLOBAL X FDS
-$522.4K
55,829
-20%
增持
XLI
SELECT SECTOR SPDR TR
+$511.8K
40,334
+0%
减持
BAC
BANK AMERICA CORP
+$506.8K
81,773
-0%
增持
SMH
VANECK ETF TRUST
+$484.8K
15,775
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$477.9K
63,679
-4%
减持
AMAT
APPLIED MATLS INC
+$471.0K
20,323
-0%
减持
SPYX
SPDR SER TR
+$450.7K
116,446
-1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$446.0K
48,932
-0%
减持
QCOM
QUALCOMM INC
+$441.2K
13,681
-1%
建仓
UBER
UBER TECHNOLOGIES INC
+$438.9K
7,129
建仓
AOR
ISHARES TR
+$432.1K
8,123
增持
QUAL
ISHARES TR
+$428.7K
25,327
+1%
减持
ESGU
ISHARES TR
+$426.1K
44,500
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$426.1K
7,833
-3%
建仓
BILL
BILL HOLDINGS INC
+$422.4K
5,177
减持
V
VISA INC
+$418.0K
13,956
-0%
减持
VUG
VANGUARD INDEX FDS
+$416.6K
13,237
-3%
增持
IWC
ISHARES TR
+$416.5K
7,793
+60%
减持
CRM
SALESFORCE INC
+$408.0K
8,988
-7%
减持
QQQ
INVESCO QQQ TR
-$401.3K
34,761
-15%
增持
IVW
ISHARES TR
+$400.3K
29,557
+11%
增持
TXN
TEXAS INSTRS INC
+$378.5K
29,278
+1%
清仓
SPHR
SPHERE ENTERTAINMENT CO
-$371.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$371.2K
16,196
-1%
增持
XHB
SPDR SER TR
+$359.4K
17,723
+2%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$352.6K
14,209
+15%
减持
PFE
PFIZER INC
-$352.1K
24,259
-23%
减持
NULG
NUSHARES ETF TR
-$350.0K
9,548
-43%
减持
BX
BLACKSTONE INC
+$344.1K
16,741
-3%
建仓
—
FUELCELL ENERGY INC
+$342.3K
213,945
增持
BXSL
BLACKSTONE SECD LENDING FD
+$336.0K
49,278
+31%
减持
SBUX
STARBUCKS CORP
+$333.4K
75,135
-0%
增持
EDV
VANGUARD WORLD FD
+$323.1K
9,583
+48%
增持
OXY
OCCIDENTAL PETE CORP
+$322.5K
13,784
+79%
减持
NOW
SERVICENOW INC
+$315.3K
2,600
-4%
减持
LEN
LENNAR CORP
+$314.0K
8,753
-1%
建仓
IGV
ISHARES TR
+$307.9K
759
减持
IT
GARTNER INC
+$307.5K
2,892
-0%
减持
RYLD
GLOBAL X FDS
-$306.5K
132,364
-10%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$296.6K
16,039
减持
MA
MASTERCARD INCORPORATED
+$294.3K
10,132
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$293.7K
29,857
+25%
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$281.7K
0
-100%
增持
SHV
ISHARES TR
+$279.0K
36,034
+8%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$276.2K
29,584
-0%
建仓
XLC
SELECT SECTOR SPDR TR
+$275.4K
3,790
减持
KLAC
KLA CORP
+$273.5K
2,428
-2%
建仓
RBLX
ROBLOX CORP
+$272.9K
5,970
减持
CSX
CSX CORP
+$269.2K
72,472
-1%
减持
H
HYATT HOTELS CORP
+$268.6K
11,264
-0%
清仓
LUV
SOUTHWEST AIRLS CO
-$265.1K
0
-100%
增持
CSGP
COSTAR GROUP INC
+$260.2K
19,401
+4%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$258.5K
6,510
+103%
减持
TSI
TCW STRATEGIC INCOME FD INC
-$258.5K
53,123
-52%
增持
—
PARAMOUNT GLOBAL
+$258.3K
44,930
+43%
增持
MS
MORGAN STANLEY
+$254.0K
17,578
+4%
建仓
DDOG
DATADOG INC
+$253.4K
2,088
建仓
ARKQ
ARK ETF TR
+$246.3K
4,269
建仓
NSC
NORFOLK SOUTHN CORP
+$245.4K
1,038
建仓
—
AGILON HEALTH INC
+$245.3K
19,546
建仓
FEZ
SPDR INDEX SHS FDS
+$243.8K
5,100
建仓
—
ROYAL CARIBBEAN GROUP
+$240.6K
1,858
建仓
BCI
ABRDN ETFS
+$240.5K
12,422
清仓
VB
VANGUARD INDEX FDS
-$240.0K
0
-100%
建仓
—
ROYALTY PHARMA PLC
+$237.1K
8,441
减持
LLY
ELI LILLY & CO
+$236.5K
6,639
-2%
减持
CET
CENTRAL SECS CORP
-$236.3K
19,782
-29%
减持
DSI
ISHARES TR
+$234.8K
25,235
-0%
减持
WM
WASTE MGMT INC DEL
+$232.5K
8,860
-0%
建仓
IDXX
IDEXX LABS INC
+$230.7K
416
增持
EEM
ISHARES TR
+$229.3K
53,443
+6%
清仓
HNDL
STRATEGY SHS
-$227.1K
0
-100%
减持
NKE
NIKE INC
+$224.8K
17,831
-0%
建仓
MMM
3M CO
+$224.5K
2,053
建仓
DFAT
DIMENSIONAL ETF TRUST
+$223.1K
4,263
减持
—
PARAMOUNT GLOBAL
-$222.2K
26,092
-35%
建仓
ECL
ECOLAB INC
+$221.0K
1,114
建仓
EXPE
EXPEDIA GROUP INC
+$220.9K
1,455
增持
EFG
ISHARES TR
+$219.9K
11,077
+12%
建仓
PINS
PINTEREST INC
+$219.3K
5,920
建仓
MGA
MAGNA INTL INC
+$217.6K
3,683
建仓
IJR
ISHARES TR
+$217.3K
2,007
增持
SNOW
SNOWFLAKE INC
+$216.2K
4,283
+3%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$216.1K
4,365
建仓
WCN
WASTE CONNECTIONS INC
+$215.5K
1,444
增持
PYPL
PAYPAL HLDGS INC
+$213.7K
38,330
+5%
建仓
EES
WISDOMTREE TR
+$213.7K
4,290
增持
GE
GENERAL ELECTRIC CO
+$213.7K
11,332
+2%
建仓
—
SMARTSHEET INC
+$210.2K
4,396
减持
UNP
UNION PAC CORP
+$209.9K
5,164
-1%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$209.6K
1,913
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$209.5K
3,564
-0%
减持
HD
HOME DEPOT INC
+$209.2K
5,673
-2%
建仓
OTIS
OTIS WORLDWIDE CORP
+$209.1K
2,337
减持
SHW
SHERWIN WILLIAMS CO
+$208.2K
3,773
-1%
建仓
EIX
EDISON INTL
+$208.0K
2,909
减持
AMGN
AMGEN INC
+$207.3K
12,594
-1%
建仓
—
TRANE TECHNOLOGIES PLC
+$207.0K
958
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$204.7K
11,923
减持
FICO
FAIR ISAAC CORP
+$204.3K
762
-3%
建仓
KBE
SPDR SER TR
+$204.3K
4,439
建仓
EFA
ISHARES TR
+$203.9K
2,706
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$202.4K
57,388
+75%
建仓
ADSK
AUTODESK INC
+$202.3K
831
增持
INTC
INTEL CORP
+$202.1K
13,659
+0%
清仓
SHEL
SHELL PLC
-$201.9K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$201.6K
12,668
+4%
建仓
SSO
PROSHARES TR
+$201.3K
3,094
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$201.2K
7,636
建仓
UHAL
U HAUL HOLDING COMPANY
+$201.2K
2,802
建仓
TWLO
TWILIO INC
+$200.7K
2,645
增持
—
REDFIN CORP
+$198.6K
39,010
+35%
增持
RITM
RITHM CAPITAL CORP
+$195.3K
42,761
+52%
增持
DAVA
ENDAVA PLC
+$189.1K
6,818
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$185.1K
30,056
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$184.6K
7,108
+28%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$181.2K
27,523
+11%
减持
IEV
ISHARES TR
+$179.6K
46,119
-3%
增持
IVV
ISHARES TR
+$178.4K
3,674
+0%
减持
—
EATON CORP PLC
+$177.4K
7,109
-1%
