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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 40
减持 71
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$36.8M
787,254
-3%
增持
AXON
AXON ENTERPRISE INC
+$6.3M
20,694
+0%
减持
MSFT
MICROSOFT CORP
+$5.5M
48,821
-2%
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
USMV
ISHARES TR
-$4.4M
11,114
-81%
增持
QQQ
INVESCO QQQ TR
+$3.3M
27,822
+9%
减持
META
META PLATFORMS INC
+$3.3M
20,541
-0%
建仓
VBK
VANGUARD INDEX FDS
+$2.8M
10,148
增持
VBR
VANGUARD INDEX FDS
+$2.6M
18,970
+211%
减持
AAPL
APPLE INC
-$2.6M
125,768
-1%
减持
AVGO
BROADCOM INC
+$2.2M
22,846
-6%
建仓
EUSB
ISHARES TR
+$2.0M
46,163
减持
LRCX
LAM RESEARCH CORP
+$1.8M
73,473
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
10,250
-0%
减持
NFLX
NETFLIX INC
+$1.6M
4,182
-2%
减持
TSLA
TESLA INC
+$1.5M
26,867
-1%
减持
ORCL
ORACLE CORP
+$1.4M
18,987
-2%
增持
VGT
VANGUARD WORLD FD
+$1.3M
4,074
+63%
增持
GOOGL
ALPHABET INC
+$1.3M
58,586
+1%
减持
AMZN
AMAZON COM INC
+$1.3M
89,836
-7%
增持
VOE
VANGUARD INDEX FDS
+$1.3M
24,176
+44%
增持
SHV
ISHARES TR
+$1.3M
54,712
+27%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
10,086
+197%
减持
DIS
DISNEY WALT CO
+$1.1M
46,652
-2%
增持
URI
UNITED RENTALS INC
+$1.1M
8,396
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
21,622
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
29,328
+179%
减持
VHT
VANGUARD WORLD FD
-$1.0M
2,963
-56%
减持
AMD
ADVANCED MICRO DEVICES INC
+$959.7K
29,149
-6%
减持
SMH
VANECK ETF TRUST
+$956.0K
17,833
-6%
减持
SCHG
SCHWAB STRATEGIC TR
+$951.7K
239,701
-1%
建仓
NUHY
NUSHARES ETF TR
+$932.0K
42,932
增持
BA
BOEING CO
+$917.0K
20,792
+3%
增持
VOT
VANGUARD INDEX FDS
+$849.4K
6,796
+53%
增持
TXN
TEXAS INSTRS INC
+$829.9K
29,519
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$772.3K
16,115
+1%
减持
AMAT
APPLIED MATLS INC
+$748.8K
19,751
-0%
减持
VTWG
VANGUARD SCOTTSDALE FDS
+$718.0K
33,832
-0%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$679.9K
54,910
-29%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$663.2K
47,922
-1%
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$662.7K
31,710
-1%
减持
NOW
SERVICENOW INC
+$658.3K
3,113
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$653.4K
2,980
-1%
减持
SBUX
STARBUCKS CORP
-$637.3K
76,429
-2%
增持
—
EATON CORP PLC
+$635.7K
7,415
+0%
建仓
COF
CAPITAL ONE FINL CORP
+$626.4K
2,944
增持
GRNY
TIDAL TRUST I
+$623.6K
62,950
+42%
增持
SPY
SPDR S&P 500 ETF TR
+$617.0K
9,305
+1%
减持
XLI
SELECT SECTOR SPDR TR
+$612.0K
42,456
-2%
减持
ESGU
ISHARES TR
+$581.5K
49,640
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$574.3K
22,502
+19%
减持
GE
GE AEROSPACE
+$565.6K
10,793
-2%
减持
SPYX
SPDR SERIES TRUST
+$549.2K
131,654
-2%
增持
AXP
AMERICAN EXPRESS CO
+$539.5K
9,788
+2%
减持
FTNT
FORTINET INC
+$525.0K
56,573
-0%
减持
NET
CLOUDFLARE INC
+$524.4K
7,098
-8%
减持
VDE
VANGUARD WORLD FD
-$524.1K
2,432
-61%
建仓
EDV
VANGUARD WORLD FD
+$514.7K
7,648
减持
HWM
HOWMET AEROSPACE INC
+$512.3K
9,182
-0%
减持
DELL
DELL TECHNOLOGIES INC
+$509.0K
17,506
-3%
减持
RBLX
ROBLOX CORP
+$504.1K
11,989
-8%
减持
AMGN
AMGEN INC
-$503.3K
11,760
-3%
减持
ABBV
ABBVIE INC
-$490.0K
19,095
-1%
减持
GEV
GE VERNOVA INC
+$488.7K
2,394
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$483.6K
10,478
+0%
减持
VNQ
VANGUARD INDEX FDS
-$478.8K
9,550
-35%
减持
LLY
ELI LILLY & CO
-$458.9K
5,944
-4%
建仓
CIEN
CIENA CORP
+$444.8K
5,469
增持
IJR
ISHARES TR
+$441.5K
6,695
+141%
增持
IWM
ISHARES TR
+$427.3K
13,857
+8%
减持
BAC
BANK AMERICA CORP
+$421.7K
79,300
-1%
减持
MS
MORGAN STANLEY
+$410.4K
17,105
-0%
清仓
—
DISCOVER FINL SVCS
-$403.5K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$392.8K
379
-3%
增持
AOR
ISHARES TR
+$391.9K
19,862
+38%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$389.7K
10,122
+155%
减持
VUG
VANGUARD INDEX FDS
+$372.9K
9,193
-7%
增持
RRR
RED ROCK RESORTS INC
+$369.2K
12,980
+84%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$364.5K
26,167
+2%
减持
IVV
ISHARES TR
-$362.1K
2,610
-26%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$351.4K
2,435
减持
PANW
PALO ALTO NETWORKS INC
+$347.0K
14,415
-5%
减持
PYPL
PAYPAL HLDGS INC
+$344.2K
38,449
-0%
建仓
MLPA
GLOBAL X FDS
+$340.7K
6,786
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$338.3K
22,410
-1%
减持
DSI
ISHARES TR
+$333.3K
28,636
-2%
建仓
XLP
SELECT SECTOR SPDR TR
+$328.7K
4,060
建仓
KMX
CARMAX INC
+$323.5K
4,814
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$316.5K
45,817
-2%
减持
SNOW
SNOWFLAKE INC
+$314.0K
5,569
-13%
增持
PWR
QUANTA SVCS INC
+$313.5K
2,284
+6%
增持
APH
AMPHENOL CORP NEW
+$309.0K
8,208
+7%
建仓
BN
BROOKFIELD CORP
+$305.8K
4,944
建仓
AAMI
ACADIAN ASSET MANAGEMENT INC
+$302.3K
8,577
增持
D
DOMINION ENERGY INC
+$282.8K
9,100
+120%
减持
GOOG
ALPHABET INC
+$279.0K
16,612
-3%
建仓
SEIC
SEI INVTS CO
+$268.0K
2,982
减持
XLF
SELECT SECTOR SPDR TR
+$263.8K
107,475
-0%
建仓
RMD
RESMED INC
+$259.8K
1,007
减持
LOW
LOWES COS INC
-$258.3K
9,640
-6%
建仓
NHC
NATIONAL HEALTHCARE CORP
+$255.6K
2,389
增持
C
CITIGROUP INC
+$252.4K
17,716
+0%
增持
MPC
MARATHON PETE CORP
+$248.7K
12,166
+0%
减持
IGV
ISHARES TR
-$247.0K
1,930
-63%
减持
INTU
INTUIT
+$245.3K
1,473
-1%
建仓
—
SPOTIFY TECHNOLOGY S A
+$244.9K
319
建仓
CPNG
COUPANG INC
+$244.4K
8,159
增持
XLE
SELECT SECTOR SPDR TR
-$244.4K
28,563
+0%
建仓
ANET
ARISTA NETWORKS INC
+$243.0K
2,375
建仓
—
CSG SYS INTL INC
+$241.7K
3,701
减持
UPS
UNITED PARCEL SERVICE INC
-$241.1K
8,136
-16%
建仓
ATR
APTARGROUP INC
+$240.0K
1,534
增持
MTUM
ISHARES TR
+$237.7K
4,012
+12%
建仓
—
TE CONNECTIVITY PLC
+$237.7K
1,409
建仓
KBR
KBR INC
+$237.5K
4,954
建仓
IWP
ISHARES TR
+$232.8K
1,679
增持
XLC
SELECT SECTOR SPDR TR
+$232.5K
9,942
+13%
减持
SQ
BLOCK INC
+$229.7K
21,166
-5%
减持
EFAX
SPDR INDEX SHS FDS
+$229.3K
55,128
-1%
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$228.9K
4,047
减持
BXMT
BLACKSTONE MTG TR INC
-$227.6K
36,765
-21%
建仓
ITA
ISHARES TR
+$223.7K
1,186
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$222.1K
5,556
减持
CSX
CSX CORP
+$221.1K
69,915
-0%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$220.6K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$218.6K
408
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$216.6K
26,392
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$216.1K
58,905
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$215.5K
2,016
-0%
建仓
EWC
ISHARES INC
+$215.0K
4,654
减持
FDX
FEDEX CORP
-$214.8K
12,258
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$214.3K
1,679
-8%
建仓
NJR
NEW JERSEY RES CORP
+$214.2K
4,778
增持
XLU
SELECT SECTOR SPDR TR
+$213.8K
5,746
+77%
增持
VKTX
VIKING THERAPEUTICS INC
+$213.4K
90,377
+0%
建仓
ILMN
ILLUMINA INC
+$212.6K
2,228
增持
NUMG
NUSHARES ETF TR
+$212.3K
11,951
+40%
建仓
BRBR
BELLRING BRANDS INC
+$206.6K
3,567
清仓
TAP
MOLSON COORS BEVERAGE CO
-$206.5K
0
-100%
增持
BX
BLACKSTONE INC
+$204.9K
17,548
+1%
建仓
SNPS
SYNOPSYS INC
+$204.6K
399
建仓
IEI
ISHARES TR
+$204.1K
1,714
建仓
IWF
ISHARES TR
+$202.5K
477
增持
ESGE
ISHARES INC
+$202.0K
35,976
+4%
建仓
GWX
SPDR INDEX SHS FDS
+$201.0K
5,405
建仓
IEF
ISHARES TR
+$200.7K
2,096
减持
OXY
OCCIDENTAL PETE CORP
-$199.8K
22,021
-3%
减持
EEM
ISHARES TR
+$196.7K
51,614
-2%
减持
FANG
DIAMONDBACK ENERGY INC
-$194.5K
3,511
-17%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$193.7K
33,347
-1%
减持
IVW
ISHARES TR
+$191.0K
24,248
-9%
