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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 64
减持 47
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$63.8M
9,520
-93%
增持
NVDA
NVIDIA CORPORATION
+$26.7M
814,335
+895%
增持
AAPL
APPLE INC
+$5.6M
128,382
+3%
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
QQQ
INVESCO QQQ TR
-$4.4M
29,605
-29%
增持
MSFT
MICROSOFT CORP
+$3.5M
50,886
+11%
减持
IWM
ISHARES TR
-$3.4M
9,702
-62%
减持
IWO
ISHARES TR
-$2.2M
953
-89%
减持
GOOGL
ALPHABET INC
+$1.8M
60,636
-1%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
9,127
+8%
增持
AMZN
AMAZON COM INC
+$1.5M
90,902
+2%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$1.4M
580,997
-0%
增持
TSLA
TESLA INC
+$1.4M
28,752
+17%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$1.4M
21,501
+96%
增持
DIS
DISNEY WALT CO
-$1.0M
46,735
+1%
增持
ADBE
ADOBE INC
+$1.0M
18,790
+1%
清仓
IWN
ISHARES TR
-$1.0M
0
-100%
增持
VKTX
VIKING THERAPEUTICS INC
+$988.5K
31,920
+272%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$905.4K
1,064
-68%
增持
SBUX
STARBUCKS CORP
-$734.5K
78,763
+5%
增持
SMH
VANECK ETF TRUST
+$702.8K
18,207
+1%
减持
URI
UNITED RENTALS INC
-$676.3K
7,968
-1%
减持
LLY
ELI LILLY & CO
+$675.8K
6,537
-3%
减持
AVGO
BROADCOM INC
+$624.7K
2,393
-1%
增持
AMAT
APPLIED MATLS INC
+$605.5K
20,278
+0%
建仓
VPU
VANGUARD WORLD FD
+$593.2K
4,010
减持
TXN
TEXAS INSTRS INC
+$561.0K
29,719
-1%
增持
META
META PLATFORMS INC
+$537.2K
20,485
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$527.8K
31,005
+1%
建仓
IEFA
ISHARES TR
+$513.4K
7,068
减持
SCHG
SCHWAB STRATEGIC TR
+$480.5K
62,576
-0%
增持
SPYX
SPDR SER TR
+$461.5K
123,606
+5%
建仓
GEV
GE VERNOVA INC
+$458.3K
2,672
增持
SQ
BLOCK INC
-$429.1K
23,138
+2%
增持
QCOM
QUALCOMM INC
+$424.3K
13,843
+0%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$415.3K
5,066
减持
DELL
DELL TECHNOLOGIES INC
+$412.2K
17,536
-0%
增持
FTNT
FORTINET INC
-$410.6K
57,700
+1%
减持
MA
MASTERCARD INCORPORATED
-$406.0K
9,929
-0%
增持
AMGN
AMGEN INC
+$404.8K
12,520
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$389.9K
10,507
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$388.7K
31,875
+1%
增持
AXON
AXON ENTERPRISE INC
-$387.7K
20,835
+0%
清仓
VTI
VANGUARD INDEX FDS
-$384.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$383.3K
20,794
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$364.5K
10,758
-28%
增持
MTN
VAIL RESORTS INC
-$364.5K
9,663
+2%
增持
OXY
OCCIDENTAL PETE CORP
+$361.3K
22,387
+39%
减持
PANW
PALO ALTO NETWORKS INC
+$358.9K
7,904
-3%
增持
CSGP
COSTAR GROUP INC
-$338.2K
20,479
+7%
增持
ORCL
ORACLE CORP
+$332.5K
19,820
+1%
建仓
GPN
GLOBAL PMTS INC
+$328.9K
3,401
增持
PYPL
PAYPAL HLDGS INC
-$326.5K
40,931
+1%
增持
NFLX
NETFLIX INC
+$324.9K
4,288
+1%
增持
VGT
VANGUARD WORLD FD
+$316.5K
3,094
+11%
建仓
IEMG
ISHARES INC
+$313.8K
5,863
增持
ESGU
ISHARES TR
+$293.4K
44,630
+2%
减持
CSX
CSX CORP
-$293.3K
71,515
-1%
增持
IVV
ISHARES TR
+$293.1K
4,082
+11%
增持
WMT
WALMART INC
+$290.1K
21,555
+11%
清仓
—
LABORATORY CORP AMER HLDGS
-$289.1K
0
-100%
增持
MPC
MARATHON PETE CORP
-$286.6K
12,519
+3%
减持
NULV
NUSHARES ETF TR
-$284.0K
5,426
-57%
减持
KLAC
KLA CORP
+$282.7K
2,400
-1%
增持
VOX
VANGUARD WORLD FD
+$280.6K
9,193
+22%
建仓
EXPE
EXPEDIA GROUP INC
+$274.4K
2,178
清仓
—
PARAMOUNT GLOBAL
-$273.8K
0
-100%
减持
FATE
FATE THERAPEUTICS INC
-$271.9K
66,886
-0%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$265.2K
1,388
建仓
LH
LABCORP HOLDINGS INC
+$263.4K
1,294
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$262.7K
26,850
-0%
增持
RBLX
ROBLOX CORP
+$261.5K
17,058
+74%
减持
EAGG
ISHARES TR
-$257.7K
8,133
-40%
增持
SHOP
SHOPIFY INC
+$257.6K
8,385
+118%
建仓
AZO
AUTOZONE INC
+$249.7K
84
清仓
SPHR
SPHERE ENTERTAINMENT CO
-$248.4K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$248.2K
1,101
清仓
SWK
STANLEY BLACK & DECKER INC
-$245.0K
0
-100%
建仓
BMI
BADGER METER INC
+$243.0K
1,304
增持
KO
COCA COLA CO
+$242.9K
11,232
+46%
建仓
ENOV
ENOVIS CORPORATION
+$240.9K
5,329
清仓
NOC
NORTHROP GRUMMAN CORP
-$237.6K
0
-100%
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$235.6K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$233.9K
375
+9%
清仓
NUMG
NUSHARES ETF TR
-$227.8K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$225.4K
3,082
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$225.2K
10,716
-2%
增持
V
VISA INC
-$224.5K
13,694
+0%
清仓
NSC
NORFOLK SOUTHN CORP
-$224.0K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$221.6K
61,529
+15%
增持
MELI
MERCADOLIBRE INC
+$221.1K
336
+53%
增持
NET
CLOUDFLARE INC
+$220.8K
8,422
+71%
建仓
RBC
RBC BEARINGS INC
+$220.7K
818
建仓
GGG
GRACO INC
+$220.3K
2,779
建仓
MSI
MOTOROLA SOLUTIONS INC
+$218.4K
566
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$215.5K
10,178
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$214.5K
1,039
-25%
清仓
MSTR
MICROSTRATEGY INC
-$213.6K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$211.6K
5,851
-4%
清仓
ADSK
AUTODESK INC
-$211.5K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$211.1K
12,931
+2%
减持
GE
GE AEROSPACE
-$205.1K
11,221
-1%
减持
DE
DEERE & CO
-$204.7K
4,630
-2%
清仓
—
PIONEER NAT RES CO
-$203.8K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$203.0K
0
-100%
建仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$201.9K
9,992
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$201.3K
56,014
-0%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$201.1K
0
-100%
增持
RRR
RED ROCK RESORTS INC
+$200.8K
11,804
+58%
建仓
—
ARISTA NETWORKS INC
+$200.6K
572
清仓
GWW
GRAINGER W W INC
-$200.4K
0
-100%
清仓
EFX
EQUIFAX INC
-$200.4K
0
-100%
清仓
COR
CENCORA INC
-$200.2K
0
-100%
建仓
PINS
PINTEREST INC
+$200.2K
4,542
减持
QUAL
ISHARES TR
-$199.4K
21,813
-9%
增持
ABBV
ABBVIE INC
-$196.9K
20,252
+0%
增持
ABSI
ABSCI CORPORATION
+$194.0K
510,902
+110%
减持
SHV
ISHARES TR
-$192.8K
24,751
-7%
减持
NUE
NUCOR CORP
-$192.4K
3,882
-5%
减持
PSX
PHILLIPS 66
-$191.5K
7,948
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$191.1K
3,586
+1%
减持
XHB
SPDR SER TR
-$190.2K
17,724
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$189.3K
16,512
+5%
增持
DSI
ISHARES TR
+$184.6K
26,643
+4%
增持
DDOG
DATADOG INC
+$184.6K
3,244
+70%
增持
ISRG
INTUITIVE SURGICAL INC
+$184.0K
2,744
+6%
增持
FICO
FAIR ISAAC CORP
+$181.6K
757
+0%
增持
DKNG
DRAFTKINGS INC NEW
+$176.9K
21,607
+51%
减持
CME
CME GROUP INC
-$175.8K
9,337
-0%
建仓
—
BERRY CORP
+$174.4K
27,000
减持
VET
VERMILION ENERGY INC
-$170.9K
32,500
-24%
减持
ACRE
ARES COML REAL ESTATE CORP
-$168.5K
17,109
-55%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$168.0K
20,774
-13%
增持
VOO
VANGUARD INDEX FDS
+$166.1K
1,953
+16%
减持
CI
THE CIGNA GROUP
-$160.8K
4,529
-1%
增持
CRM
SALESFORCE INC
-$155.5K
9,945
+10%
增持
—
PARAMOUNT GLOBAL
+$153.0K
63,068
+48%
增持
ULTA
ULTA BEAUTY INC
-$152.1K
1,118
+0%
减持
QLD
PROSHARES TR
-$150.8K
4,510
-34%
减持
BX
BLACKSTONE INC
-$147.5K
16,479
-1%
减持
CMCSA
COMCAST CORP NEW
-$146.9K
29,786
-2%
增持
—
EXXON MOBIL CORP
+$146.7K
6,878
+24%
减持
MCD
MCDONALDS CORP
-$146.4K
3,452
-5%
减持
BAC
BANK AMERICA CORP
+$143.4K
81,526
-0%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$140.8K
1,590
+38%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$140.2K
4,961
-19%
减持
USMV
ISHARES TR
-$139.9K
8,708
-16%
增持
MCO
MOODYS CORP
+$139.7K
1,836
+14%
减持
MGC
VANGUARD WORLD FD
-$137.1K
1,081
-42%
增持
BXMT
BLACKSTONE MTG TR INC
-$136.8K
67,634
+2%
增持
AOR
ISHARES TR
+$133.4K
11,397
+25%