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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 41
增持 38
减持 54
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$21.2M
808,338
-0%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$6.0M
33,993
+2349%
建仓
LRCX
LAM RESEARCH CORP
+$5.4M
73,713
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
-$4.7M
9,175
-45%
增持
USMV
ISHARES TR
+$4.6M
58,096
+529%
减持
TSLA
TESLA INC
-$3.9M
27,139
-0%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$3.9M
0
-100%
增持
AAPL
APPLE INC
-$3.4M
127,676
+1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$2.8M
43,992
+106%
减持
MSFT
MICROSOFT CORP
-$2.5M
50,019
-1%
增持
GOOGL
ALPHABET INC
-$2.0M
58,248
+1%
减持
AVGO
BROADCOM INC
-$1.7M
24,310
-3%
增持
AMZN
AMAZON COM INC
-$1.6M
96,706
+6%
增持
QQQ
INVESCO QQQ TR
+$1.5M
25,630
+25%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
59,596
+120%
减持
AXON
AXON ENTERPRISE INC
-$1.5M
20,626
-0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.3M
14,489
增持
VOE
VANGUARD INDEX FDS
+$1.3M
16,768
+97%
增持
IWC
ISHARES TR
+$1.2M
20,181
+149%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.1M
21,596
+150%
增持
ADBE
ADOBE INC
-$1.1M
17,947
+0%
增持
VKTX
VIKING THERAPEUTICS INC
-$1.1M
90,337
+12%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.0M
7,613
增持
VHT
VANGUARD WORLD FD
+$1.0M
6,711
+131%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
4,643
+439%
减持
ABSI
ABSCI CORPORATION
-$853.0K
145,792
-69%
减持
QUAL
ISHARES TR
-$833.4K
15,849
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$825.4K
10,465
-0%
建仓
GRNY
TIDAL ETF TR
+$804.2K
44,245
减持
PYPL
PAYPAL HLDGS INC
-$796.1K
38,519
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$780.3K
33,592
+73%
减持
SCHG
SCHWAB STRATEGIC TR
-$737.9K
241,612
-1%
建仓
ONEQ
FIDELITY COMWLTH TR
+$717.3K
10,538
减持
CRM
SALESFORCE INC
-$701.2K
10,332
-1%
减持
SQ
BLOCK INC
-$685.1K
22,237
-0%
减持
VUG
VANGUARD INDEX FDS
-$661.7K
9,863
-6%
增持
VOT
VANGUARD INDEX FDS
+$656.7K
4,428
+163%
增持
SHV
ISHARES TR
+$633.3K
43,188
+15%
增持
MRVL
MARVELL TECHNOLOGY INC
-$632.2K
18,960
+16%
减持
ORCL
ORACLE CORP
-$631.8K
19,380
-3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$623.8K
8,463
+173%
减持
VGT
VANGUARD WORLD FD
-$604.2K
2,504
-21%
减持
GOOG
ALPHABET INC
-$603.8K
17,075
-1%
清仓
VAW
VANGUARD WORLD FD
-$593.3K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$584.2K
30,918
-1%
减持
AMGN
AMGEN INC
+$581.8K
12,155
-1%
增持
DIS
DISNEY WALT CO
-$576.1K
47,422
+0%
减持
ABBV
ABBVIE INC
+$569.3K
19,255
-1%
增持
GLD
SPDR GOLD TR
+$515.7K
3,395
+78%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$502.0K
48,356
-0%
减持
SPYX
SPDR SER TR
-$497.2K
134,556
-3%
增持
TTD
THE TRADE DESK INC
-$487.4K
17,130
+41%
减持
SBUX
STARBUCKS CORP
+$483.2K
77,892
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$469.0K
21,399
+2%
建仓
AAON
AAON INC
+$463.2K
5,929
建仓
FCN
FTI CONSULTING INC
+$456.8K
2,784
减持
DELL
DELL TECHNOLOGIES INC
-$445.4K
17,962
-1%
增持
ARES
ARES MANAGEMENT CORPORATION
-$443.4K
16,030
+2%
增持
—
ARCH CAP GROUP LTD
+$422.8K
8,679
+95%
增持
BX
BLACKSTONE INC
-$420.2K
17,313
+5%
增持
SMH
VANECK ETF TRUST
-$420.0K
18,997
+4%
增持
BABA
ALIBABA GROUP HLDG LTD
+$414.8K
8,578
+1%
建仓
KNSL
KINSALE CAP GROUP INC
+$412.7K
848
建仓
—
CIMPRESS PLC
+$410.1K
9,067
减持
ESGU
ISHARES TR
-$395.1K
50,322
-1%
减持
MTN
VAIL RESORTS INC
-$393.4K
10,304
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$385.3K
7,875
-43%
建仓
CNQ
CANADIAN NAT RES LTD
+$385.1K
12,504
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$382.9K
76,939
-2%
减持
V
VISA INC
+$382.1K
13,602
-2%
建仓
EME
EMCOR GROUP INC
+$380.0K
1,028
建仓
RRX
REGAL REXNORD CORPORATION
+$376.2K
3,304
建仓
ASH
ASHLAND INC
+$368.7K
6,219
减持
AMAT
APPLIED MATLS INC
-$362.2K
19,756
-1%
建仓
GDDY
GODADDY INC
+$361.5K
2,007
建仓
ROST
ROSS STORES INC
+$359.5K
2,813
减持
GE
GE AEROSPACE
+$359.2K
11,054
-1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$356.2K
46,597
-0%
建仓
MORN
MORNINGSTAR INC
+$351.4K
1,171
建仓
ENOV
ENOVIS CORPORATION
+$347.0K
9,082
清仓
—
CONSOL ENERGY INC NEW
-$331.1K
0
-100%
增持
—
EATON CORP PLC
-$328.8K
7,400
+5%
清仓
IVE
ISHARES TR
-$324.0K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$321.2K
4,110
建仓
ROAD
CONSTRUCTION PARTNERS INC
+$320.3K
4,456
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$319.3K
0
-100%
减持
DSI
ISHARES TR
-$318.0K
29,226
-3%
清仓
ILMN
ILLUMINA INC
-$317.2K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$312.2K
10,294
-1%
增持
CME
CME GROUP INC
+$311.7K
9,275
+0%
建仓
EFV
ISHARES TR
+$305.9K
5,190
减持
HIG
HARTFORD INSURANCE GROUP INC
+$304.5K
28,934
-3%
建仓
—
GLOBAL E ONLINE LTD
+$301.9K
8,468
建仓
IOT
SAMSARA INC
+$292.6K
7,635
建仓
BLK
BLACKROCK INC
+$292.5K
309
减持
QYLD
GLOBAL X FDS
-$292.0K
144,433
-2%
建仓
LII
LENNOX INTL INC
+$282.1K
503
清仓
XLP
SELECT SECTOR SPDR TR
-$277.5K
0
-100%
建仓
NULV
NUSHARES ETF TR
+$276.2K
6,821
建仓
TOL
TOLL BROTHERS INC
+$275.1K
2,605
减持
BILL
BILL HOLDINGS INC
-$274.1K
6,919
-1%
建仓
DIVO
AMPLIFY ETF TR
+$273.0K
6,697
减持
CAT
CATERPILLAR INC
-$268.9K
4,715
-6%
建仓
CNR
CORE NATURAL RESOURCES INC
+$267.3K
3,467
减持
NKE
NIKE INC
-$266.5K
21,580
-0%
增持
KKR
KKR & CO INC
+$266.2K
11,980
+58%
增持
CTAS
CINTAS CORP
+$265.8K
5,560
+16%
建仓
NTRA
NATERA INC
+$263.6K
1,864
增持
NVO
NOVO-NORDISK A S
-$262.1K
15,826
+0%
建仓
SGOV
ISHARES TR
+$259.0K
2,573
减持
WM
WASTE MGMT INC DEL
+$257.3K
8,972
-1%
减持
TXN
TEXAS INSTRS INC
-$255.6K
29,487
-0%
增持
ADSK
AUTODESK INC
+$249.2K
1,829
+135%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$248.3K
3,514
-3%
清仓
—
SMARTSHEET INC
-$246.3K
0
-100%
清仓
CIEN
CIENA CORP
-$245.8K
0
-100%
清仓
EIX
EDISON INTL
-$243.1K
0
-100%
减持
IEV
ISHARES TR
+$241.1K
44,379
-1%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$240.7K
12,155
清仓
—
ICON PLC
-$239.9K
0
-100%
清仓
ARI
APOLLO COML REAL EST FIN INC
-$238.0K
0
-100%
增持
NOW
SERVICENOW INC
-$237.5K
3,193
+22%
建仓
—
ALLEGION PLC
+$235.5K
1,805
减持
RTX
RTX CORPORATION
+$232.7K
15,068
-1%
建仓
COR
CENCORA INC
+$229.1K
824
减持
UPS
UNITED PARCEL SERVICE INC
-$228.1K
9,659
-6%
减持
T
AT&T INC
+$227.7K
41,790
-0%
建仓
CVS
CVS HEALTH CORP
+$227.3K
3,355
建仓
INGR
INGREDION INC
+$226.4K
1,674
减持
JNJ
JOHNSON & JOHNSON
+$225.7K
11,093
-1%
清仓
KHC
KRAFT HEINZ CO
-$223.0K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$222.6K
4,756
建仓
KFY
KORN FERRY
+$222.5K
3,281
减持
CI
THE CIGNA GROUP
+$222.2K
4,444
-1%
减持
CSX
CSX CORP
-$220.3K
70,005
-1%
减持
XLE
SELECT SECTOR SPDR TR
+$220.2K
28,538
-0%
建仓
—
TOTALENERGIES SE
+$219.4K
3,391
减持
PANW
PALO ALTO NETWORKS INC
-$216.0K
15,253
-2%
减持
DE
DEERE & CO
+$214.6K
4,802
-0%
清仓
WAB
WABTEC
-$213.3K
0
-100%
增持
IVW
ISHARES TR
-$212.9K
26,702
+1%
清仓
IWP
ISHARES TR
-$212.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$212.7K
1,503
-18%
建仓
OTIS
OTIS WORLDWIDE CORP
+$210.7K
2,042
建仓
DG
DOLLAR GEN CORP NEW
+$210.5K
2,394
增持
MO
ALTRIA GROUP INC
+$209.4K
7,820
+57%
减持
VCR
VANGUARD WORLD FD
-$208.3K
3,661
-2%
清仓
UHAL
U HAUL HOLDING COMPANY
-$207.8K
0
-100%
清仓
MSGE
MADISON SQUARE GARDEN ENTMT
-$207.2K
0
-100%
