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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 39
增持 54
减持 39
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$60.1M
131,898
+603%
减持
NVDA
NVIDIA CORPORATION
+$32.7M
81,839
-2%
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$5.8M
581,149
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
QQQ
INVESCO QQQ TR
+$4.4M
41,946
+21%
减持
META
META PLATFORMS INC
+$2.6M
20,165
-0%
增持
AMZN
AMAZON COM INC
+$2.6M
89,233
+0%
增持
AAPL
APPLE INC
-$2.2M
124,906
+2%
增持
MSFT
MICROSOFT CORP
+$2.2M
45,818
+1%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$1.8M
13,801
增持
ADBE
ADOBE INC
-$1.6M
18,637
+1%
增持
TSLA
TESLA INC
-$1.6M
24,577
+3%
增持
DIS
DISNEY WALT CO
+$1.5M
46,439
+0%
减持
BA
BOEING CO
-$1.4M
15,878
-8%
减持
—
LAM RESEARCH CORP
+$1.4M
7,523
-0%
增持
LLY
ELI LILLY & CO
+$1.4M
6,739
+2%
增持
SMH
VANECK ETF TRUST
+$1.3M
17,973
+14%
增持
URI
UNITED RENTALS INC
+$1.3M
8,084
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.2M
48,933
+0%
增持
IWM
ISHARES TR
+$1.2M
25,378
+23%
增持
AXON
AXON ENTERPRISE INC
+$1.2M
20,833
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
30,789
+1%
减持
SHV
ISHARES TR
-$1.0M
26,487
-26%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.0M
22,745
+380%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$933.0K
10,902
+6%
减持
AMAT
APPLIED MATLS INC
+$886.0K
20,268
-0%
增持
VHT
VANGUARD WORLD FD
+$865.4K
6,002
+98%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$854.9K
26,757
建仓
CTAS
CINTAS CORP
+$824.4K
1,200
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$783.3K
30,677
+4%
减持
GOOGL
ALPHABET INC
+$675.0K
61,225
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$664.1K
17,581
+0%
增持
MPC
MARATHON PETE CORP
+$654.0K
12,200
+0%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$620.0K
48,158
-0%
减持
COST
COSTCO WHSL CORP NEW
+$591.6K
8,489
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$560.5K
40,951
+2%
减持
FTNT
FORTINET INC
+$550.2K
56,920
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$546.9K
62,874
-1%
减持
GE
GENERAL ELECTRIC CO
+$542.6K
11,331
-0%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$542.4K
8,302
-55%
增持
SPYX
SPDR SER TR
+$532.0K
118,021
+1%
减持
ABBV
ABBVIE INC
+$526.3K
20,157
-1%
增持
NFLX
NETFLIX INC
+$525.1K
4,230
+1%
建仓
FATE
FATE THERAPEUTICS INC
+$491.3K
66,928
减持
VKTX
VIKING THERAPEUTICS INC
+$482.5K
8,580
-28%
减持
XLF
SELECT SECTOR SPDR TR
+$478.3K
112,148
-1%
减持
MA
MASTERCARD INCORPORATED
+$465.0K
9,939
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$440.2K
12,186
+186%
增持
XLE
SELECT SECTOR SPDR TR
+$429.0K
28,942
+5%
减持
AVGO
BROADCOM INC
+$425.9K
2,427
-3%
减持
TFLO
ISHARES TR
-$413.9K
7,256
-53%
增持
FDX
FEDEX CORP
+$411.7K
11,012
+0%
减持
JPM
JPMORGAN CHASE & CO
+$395.5K
15,729
-3%
增持
VDC
VANGUARD WORLD FD
+$391.4K
3,015
+157%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$387.8K
10,552
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$378.0K
33,117
-0%
减持
AXP
AMERICAN EXPRESS CO
+$371.9K
9,429
-0%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$370.5K
18,847
建仓
APD
AIR PRODS & CHEMS INC
+$362.9K
1,498
减持
ESGU
ISHARES TR
+$362.9K
43,770
-2%
增持
KKR
KKR & CO INC
+$359.6K
7,763
+53%
增持
DFAS
DIMENSIONAL ETF TRUST
+$359.2K
17,625
+42%
减持
ORCL
ORACLE CORP
+$357.2K
19,633
-2%
增持
TTD
THE TRADE DESK INC
+$356.5K
12,445
+22%
增持
QCOM
QUALCOMM INC
+$354.1K
13,779
+1%
减持
IWN
ISHARES TR
-$353.0K
6,346
-28%
增持
RYLD
GLOBAL X FDS
+$348.6K
151,650
+15%
清仓
BIL
SPDR SER TR
-$348.4K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$347.9K
40,331
+5%
减持
SBUX
STARBUCKS CORP
-$347.5K
75,131
-0%
增持
CRM
SALESFORCE INC
+$347.3K
9,006
+0%
增持
PSX
PHILLIPS 66
+$346.0K
8,041
+11%
减持
BAC
BANK AMERICA CORP
+$345.6K
81,723
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$343.3K
10,445
+0%
减持
GM
GENERAL MTRS CO
+$342.2K
36,394
-0%
建仓
STGW
STAGWELL INC
+$332.3K
53,419
增持
H
HYATT HOTELS CORP
+$332.0K
11,283
+0%
清仓
VTIP
VANGUARD MALVERN FDS
-$324.5K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$324.2K
12,731
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$313.2K
20,747
-0%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$306.4K
7,491
减持
LOW
LOWES COS INC
+$301.2K
9,633
-0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$300.4K
53,368
+8%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$295.0K
0
-100%
建仓
ARW
ARROW ELECTRS INC
+$294.5K
2,275
减持
WM
WASTE MGMT INC DEL
+$290.6K
8,808
-1%
增持
XHB
SPDR SER TR
+$286.4K
17,759
+0%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$285.9K
1,482
减持
CI
THE CIGNA GROUP
+$284.9K
4,565
-0%
增持
DSI
ISHARES TR
+$284.6K
25,615
+2%
增持
AIG
AMERICAN INTL GROUP INC
+$280.6K
17,732
+9%
建仓
—
INTERNATIONAL GAME TECHNOLOG
+$274.0K
12,130
建仓
FIS
FIDELITY NATL INFORMATION SV
+$271.7K
3,663
减持
NKE
NIKE INC
-$270.2K
17,724
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$269.1K
56,048
+1%
建仓
NOV
NOV INC
+$268.9K
13,775
建仓
HDB
HDFC BANK LTD
+$263.3K
4,704
建仓
WCC
WESCO INTL INC
+$258.6K
1,510
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$252.0K
26,955
+0%
建仓
ASH
ASHLAND INC
+$248.6K
2,553
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$248.4K
5,062
清仓
—
WISDOMTREE TR
-$246.9K
0
-100%
清仓
ARKQ
ARK ETF TR
-$246.3K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$244.4K
14,896
-22%
增持
PG
PROCTER AND GAMBLE CO
+$243.9K
7,221
+14%
清仓
FEZ
SPDR INDEX SHS FDS
-$243.8K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC
+$243.1K
6,089
+0%
清仓
MOO
VANECK ETF TRUST
-$241.9K
0
-100%
减持
CAT
CATERPILLAR INC
+$239.5K
4,754
-6%
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$235.6K
6,068
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$233.6K
5,957
建仓
WMB
WILLIAMS COS INC
+$233.4K
5,988
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$231.2K
721
建仓
PRI
PRIMERICA INC
+$230.7K
912
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$230.0K
0
-100%
增持
MET
METLIFE INC
+$229.8K
10,781
+25%
增持
TXN
TEXAS INSTRS INC
+$229.5K
29,965
+2%
清仓
AGG
ISHARES TR
-$228.6K
0
-100%
建仓
TFPM
TRIPLE FLAG PRECIOUS METAL
+$228.3K
15,797
建仓
D
DOMINION ENERGY INC
+$228.0K
4,635
增持
OXY
OCCIDENTAL PETE CORP
+$226.7K
16,152
+17%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$225.2K
17,729
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$224.0K
4,863
清仓
—
APTIV PLC
-$224.0K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$223.2K
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$220.9K
0
-100%
建仓
—
WESTROCK CO
+$220.8K
4,465
清仓
BIIB
BIOGEN INC
-$219.8K
0
-100%
清仓
PINS
PINTEREST INC
-$219.3K
0
-100%
建仓
FOXF
FOX FACTORY HLDG CORP
+$218.1K
4,189
清仓
MGA
MAGNA INTL INC
-$217.6K
0
-100%
增持
C
CITIGROUP INC
+$217.3K
16,421
+3%
建仓
AMLP
ALPS ETF TR
+$216.2K
4,556
减持
—
PARAMOUNT GLOBAL
-$214.2K
19,925
-24%
建仓
MSTR
MICROSTRATEGY INC
+$213.6K
125
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$211.8K
1,815
清仓
—
SMARTSHEET INC
-$210.2K
0
-100%
减持
ABNB
AIRBNB INC
-$209.1K
1,990
-50%
建仓
IWR
ISHARES TR
+$208.9K
2,484
清仓
—
BLACKROCK MUNIVEST FD II INC
-$208.5K
0
-100%
清仓
DMB
BNY MELLON MUN BD INFRASTRUC
-$207.9K
0
-100%
增持
RITM
RITHM CAPITAL CORP
+$206.9K
59,465
+39%
建仓
—
AERCAP HOLDINGS NV
+$206.8K
2,380
建仓
SUSL
ISHARES TR
+$206.5K
2,200
建仓
—
TE CONNECTIVITY LTD
+$205.7K
1,416
增持
SPGI
S&P GLOBAL INC
+$204.0K
1,695
+44%
建仓
—
PIONEER NAT RES CO
+$203.8K
776
增持
WMT
WALMART INC
+$203.2K
19,436
+217%
建仓
SYK
STRYKER CORPORATION
+$203.0K
567
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$203.0K
33,645
-9%
减持
RTX
RTX CORPORATION
+$202.8K
15,627
-0%
