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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 48
增持 49
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$4.4M
0
-100%
增持
USMV
ISHARES TR
+$4.0M
51,303
+489%
减持
QQQ
INVESCO QQQ TR
-$3.7M
21,437
-28%
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
+$2.8M
127,905
-0%
减持
NVDA
NVIDIA CORPORATION
-$2.4M
808,775
-1%
减持
AXON
AXON ENTERPRISE INC
+$2.2M
20,820
-0%
减持
—
LAM RESEARCH CORP
-$1.9M
7,499
-0%
减持
TSLA
TESLA INC
+$1.6M
27,722
-4%
减持
SBUX
STARBUCKS CORP
+$1.5M
78,618
-0%
减持
META
META PLATFORMS INC
+$1.3M
20,275
-1%
减持
URI
UNITED RENTALS INC
+$1.3M
7,908
-1%
减持
GOOGL
ALPHABET INC
-$1.1M
60,228
-1%
增持
FTNT
FORTINET INC
+$1.0M
57,743
+0%
减持
MSFT
MICROSOFT CORP
-$975.5K
50,588
-1%
增持
COST
COSTCO WHSL CORP NEW
+$864.7K
9,726
+7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$859.8K
72,005
+29%
减持
AMAT
APPLIED MATLS INC
-$762.6K
19,910
-2%
减持
PYPL
PAYPAL HLDGS INC
+$757.3K
40,146
-2%
增持
ADBE
ADOBE INC
-$706.9K
18,795
+0%
增持
ESGU
ISHARES TR
+$663.9K
47,465
+6%
增持
SPYX
SPDR SER TR
+$660.3K
130,649
+6%
增持
VKTX
VIKING THERAPEUTICS INC
+$602.1K
36,237
+14%
增持
XLI
SELECT SECTOR SPDR TR
+$577.8K
41,479
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$558.9K
9,167
+59%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$554.5K
10,676
-0%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$496.4K
30,070
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$492.1K
112,460
+0%
减持
BX
BLACKSTONE INC
+$482.4K
16,473
-0%
增持
AMZN
AMAZON COM INC
-$472.1K
91,744
+1%
建仓
DHI
D R HORTON INC
+$469.7K
2,462
减持
LOW
LOWES COS INC
+$469.1K
10,390
-2%
增持
ARES
ARES MANAGEMENT CORPORATION
+$468.2K
15,561
+6%
增持
XHB
SPDR SER TR
+$467.6K
18,137
+2%
减持
QCOM
QUALCOMM INC
-$444.1K
13,602
-2%
减持
MA
MASTERCARD INCORPORATED
+$432.9K
9,747
-2%
建仓
JD
JD.COM INC
+$418.0K
10,451
清仓
—
STAR BULK CARRIERS CORP.
-$410.1K
0
-100%
增持
BA
BOEING CO
-$409.4K
16,726
+3%
增持
NKE
NIKE INC
+$406.0K
24,011
+5%
减持
GS
GOLDMAN SACHS GROUP INC
+$405.7K
10,419
-1%
建仓
THO
THOR INDS INC
+$395.8K
3,602
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$389.3K
3,091
增持
VOE
VANGUARD INDEX FDS
+$389.0K
8,681
+22%
减持
ABBV
ABBVIE INC
+$388.9K
19,559
-3%
建仓
DFH
DREAM FINDERS HOMES INC
+$386.4K
10,670
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$382.2K
32,972
+3%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$380.8K
7,504
建仓
ROP
ROPER TECHNOLOGIES INC
+$377.6K
679
清仓
SE
SEA LTD
-$376.6K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$368.0K
9,383
-0%
建仓
PDD
PDD HOLDINGS INC
+$367.9K
2,729
建仓
SSD
SIMPSON MFG INC
+$354.2K
1,852
减持
ORCL
ORACLE CORP
+$353.2K
18,496
-7%
增持
IWM
ISHARES TR
+$347.2K
10,483
+8%
减持
TXN
TEXAS INSTRS INC
+$346.0K
29,662
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$344.9K
3,971
+1%
建仓
ANSS
ANSYS INC
+$342.9K
1,076
减持
PHM
PULTE GROUP INC
+$336.1K
10,377
-1%
增持
DELL
DELL TECHNOLOGIES INC
-$332.7K
17,595
+0%
建仓
WDAY
WORKDAY INC
+$329.0K
1,346
建仓
LUV
SOUTHWEST AIRLS CO
+$327.0K
11,036
减持
LEN
LENNAR CORP
+$323.3K
8,687
-0%
减持
GOOG
ALPHABET INC
-$322.9K
17,332
-1%
增持
ZTS
ZOETIS INC
+$322.9K
3,972
+52%
建仓
PENN
PENN ENTERTAINMENT INC
+$321.1K
17,027
增持
CRM
SALESFORCE INC
+$321.0K
10,514
+6%
增持
FFIV
F5 INC
+$320.0K
3,562
+32%
建仓
JELD
JELD-WEN HLDG INC
+$317.1K
20,060
减持
GE
GE AEROSPACE
+$312.9K
11,119
-1%
增持
AVGO
BROADCOM INC
+$312.0K
24,080
+906%
减持
RTX
RTX CORPORATION
+$311.1K
15,502
-1%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$308.9K
48,709
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$308.5K
32,532
+5%
增持
CAT
CATERPILLAR INC
+$306.9K
4,950
+1%
建仓
POOL
POOL CORP
+$306.7K
814
增持
DSI
ISHARES TR
+$305.1K
28,237
+6%
增持
NVO
NOVO-NORDISK A S
-$304.8K
12,942
+0%
增持
EFAX
SPDR INDEX SHS FDS
+$304.1K
50,993
+8%
建仓
NCNO
NCINO INC
+$303.4K
9,604
减持
ABSI
ABSCI CORPORATION
+$303.0K
491,248
-4%
减持
FICO
FAIR ISAAC CORP
+$300.2K
734
-3%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$292.4K
21,577
+0%
增持
—
ACCENTURE PLC IRELAND
+$289.4K
2,708
+23%
建仓
NDSN
NORDSON CORP
+$288.1K
1,097
减持
LMT
LOCKHEED MARTIN CORP
+$285.7K
2,567
-1%
建仓
LEA
LEAR CORP
+$279.4K
2,560
减持
BXMT
BLACKSTONE MTG TR INC
-$279.0K
47,300
-30%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$275.8K
8,722
+48%
建仓
SWK
STANLEY BLACK & DECKER INC
+$275.5K
2,502
增持
FDX
FEDEX CORP
-$275.0K
10,973
+0%
减持
NOW
SERVICENOW INC
+$275.0K
2,611
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$269.8K
9,501
-0%
建仓
ORA
ORMAT TECHNOLOGIES INC
+$260.8K
3,389
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$258.2K
29,087
+12%
增持
ABNB
AIRBNB INC
+$258.1K
4,408
+122%
增持
FDS
FACTSET RESH SYS INC
+$257.6K
2,176
+20%
减持
HD
HOME DEPOT INC
+$257.3K
5,665
-4%
增持
DE
DEERE & CO
+$256.6K
4,760
+3%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$254.3K
47,900
-0%
减持
WMT
WALMART INC
+$253.8K
21,217
-2%
建仓
OLN
OLIN CORP
+$253.3K
5,279
建仓
VTI
VANGUARD INDEX FDS
+$250.6K
885
建仓
LSTR
LANDSTAR SYS INC
+$250.1K
1,324
建仓
BIDU
BAIDU INC
+$249.1K
2,366
增持
BAX
BAXTER INTL INC
+$247.4K
13,850
+66%
建仓
BSY
BENTLEY SYS INC
+$246.8K
4,858
建仓
HUM
HUMANA INC
+$246.1K
777
建仓
—
SMARTSHEET INC
+$244.8K
4,421
增持
MSCI
MSCI INC
+$239.7K
1,555
+12%
建仓
UHAL
U HAUL HOLDING COMPANY
+$236.2K
3,049
减持
VET
VERMILION ENERGY INC
-$235.7K
12,500
-62%
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$234.5K
6,068
增持
CRWD
CROWDSTRIKE HLDGS INC
+$229.9K
1,852
+145%
建仓
NOC
NORTHROP GRUMMAN CORP
+$226.8K
430
建仓
—
CONSOL ENERGY INC NEW
+$225.2K
2,152
清仓
—
WESTROCK CO
-$224.4K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$224.1K
1,329
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$223.6K
5,062
建仓
EFX
EQUIFAX INC
+$223.4K
760
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$223.2K
3,175
建仓
EVTC
EVERTEC INC
+$222.9K
6,576
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$222.8K
7,000
+41%
增持
HCA
HCA HEALTHCARE INC
+$221.9K
2,599
+0%
清仓
FATE
FATE THERAPEUTICS INC
-$219.4K
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$219.0K
6,237
建仓
IP
INTERNATIONAL PAPER CO
+$218.6K
4,475
建仓
SUSB
ISHARES TR
+$218.3K
8,675
建仓
NEE
NEXTERA ENERGY INC
+$217.2K
2,570
建仓
—
SMURFIT WESTROCK PLC
+$217.1K
4,393
增持
SMH
VANECK ETF TRUST
-$215.8K
18,459
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$214.2K
62,626
+0%
建仓
ADSK
AUTODESK INC
+$214.0K
777
增持
EXPE
EXPEDIA GROUP INC
+$213.8K
3,298
+51%
清仓
—
TE CONNECTIVITY LTD
-$213.0K
0
-100%
建仓
AGG
ISHARES TR
+$212.2K
2,095
清仓
DLTR
DOLLAR TREE INC
-$212.1K
0
-100%
减持
CME
CME GROUP INC
+$210.2K
9,272
-1%
减持
BMVP
INVESCO EXCHANGE TRADED FD T
+$209.0K
59,793
-2%
建仓
HNDL
STRATEGY SHS
+$206.5K
9,281
减持
HWM
HOWMET AEROSPACE INC
+$205.3K
9,215
-0%
建仓
NUMG
NUSHARES ETF TR
+$204.2K
4,556
建仓
SNPS
SYNOPSYS INC
+$202.1K
399
清仓
FOXF
FOX FACTORY HLDG CORP
-$201.9K
0
-100%
建仓
RRX
REGAL REXNORD CORPORATION
+$201.7K
1,216
增持
MGK
VANGUARD WORLD FD
+$200.7K
2,374
+32%
建仓
CPNG
COUPANG INC
+$200.3K
8,159
减持
VNQ
VANGUARD INDEX FDS
+$196.7K
15,318
-1%
减持
GEV
GE VERNOVA INC
+$196.0K
2,566
-4%
增持
GGG
GRACO INC
+$194.6K
4,741
+71%
减持
EBAY
EBAY INC.
+$192.3K
17,260
-0%
