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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 29
减持 66
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$18.1M
763,512
-3%
减持
AAPL
APPLE INC
+$5.8M
124,255
-1%
减持
GOOGL
ALPHABET INC
+$3.4M
56,345
-4%
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
TSLA
TESLA INC
+$3.1M
26,237
-2%
减持
LRCX
LAM RESEARCH CORP
+$2.7M
73,472
-0%
减持
AXON
AXON ENTERPRISE INC
-$2.4M
20,566
-1%
减持
SHV
ISHARES TR
-$2.1M
35,910
-34%
建仓
CAIE
CALAMOS ETF TR
+$1.9M
67,893
增持
QQQ
INVESCO QQQ TR
+$1.6M
28,202
+1%
减持
URI
UNITED RENTALS INC
+$1.5M
8,242
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
10,941
+18%
减持
FTNT
FORTINET INC
-$1.4M
54,885
-3%
增持
AVGO
BROADCOM INC
+$1.3M
22,910
+0%
增持
VHT
VANGUARD WORLD FD
+$1.2M
7,433
+151%
增持
CVX
CHEVRON CORP NEW
+$1.2M
11,367
+181%
减持
ORCL
ORACLE CORP
+$1.1M
18,788
-1%
减持
AMZN
AMAZON COM INC
-$1.1M
84,792
-6%
减持
GOOG
ALPHABET INC
+$1.0M
16,382
-1%
清仓
—
HESS CORP
-$1.0M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
12,867
+27%
增持
SMH
VANECK ETF TRUST
+$987.4K
18,264
+2%
减持
ADBE
ADOBE INC
-$815.5K
17,330
-3%
增持
GE
GE AEROSPACE
+$814.3K
11,942
+11%
减持
ABBV
ABBVIE INC
+$795.4K
18,743
-2%
减持
VTWG
VANGUARD SCOTTSDALE FDS
+$793.1K
33,562
-1%
增持
TXN
TEXAS INSTRS INC
-$695.8K
29,570
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$693.2K
9,980
-3%
建仓
FEPI
ETF OPPORTUNITIES TRUST
+$681.6K
14,548
建仓
VAW
VANGUARD WORLD FD
+$665.8K
3,250
减持
MSFT
MICROSOFT CORP
+$664.7K
48,168
-1%
减持
VTWV
VANGUARD SCOTTSDALE FDS
+$660.6K
43,494
-1%
增持
VBR
VANGUARD INDEX FDS
+$637.4K
20,779
+10%
减持
NFLX
NETFLIX INC
-$624.8K
4,150
-1%
减持
SBUX
STARBUCKS CORP
-$621.6K
75,432
-1%
减持
COST
COSTCO WHSL CORP NEW
-$617.9K
9,189
-0%
增持
HQY
HEALTHEQUITY INC
+$617.4K
13,563
+113%
增持
VGT
VANGUARD WORLD FD
+$595.6K
4,417
+8%
增持
VNQ
VANGUARD INDEX FDS
+$593.2K
15,792
+65%
增持
VDE
VANGUARD WORLD FD
+$576.5K
6,882
+183%
清仓
EME
EMCOR GROUP INC
-$562.2K
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$553.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$552.2K
45,704
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$551.6K
28,975
-1%
减持
IT
GARTNER INC
-$543.5K
2,598
-14%
减持
XLK
SELECT SECTOR SPDR TR
+$504.1K
21,214
-2%
建仓
ALV
AUTOLIV INC
+$503.5K
4,077
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$503.1K
36,483
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$492.3K
7,364
+37%
减持
SPYX
SPDR SERIES TRUST
+$491.6K
131,208
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
+$491.0K
8,090
-4%
减持
GM
GENERAL MTRS CO
+$490.8K
41,972
-0%
建仓
BBWI
BATH & BODY WORKS INC
+$458.4K
8,850
减持
—
ACCENTURE PLC IRELAND
-$456.7K
1,389
-48%
清仓
FCN
FTI CONSULTING INC
-$449.6K
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$448.7K
1,604
-26%
减持
CRM
SALESFORCE INC
-$446.9K
9,839
-3%
增持
CAT
CATERPILLAR INC
+$443.8K
4,563
+2%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$435.1K
7,720
建仓
GSHD
GOOSEHEAD INS INC
+$432.2K
5,807
减持
—
ARCH CAP GROUP LTD
-$428.6K
3,986
-54%
减持
ESGU
ISHARES TR
+$428.3K
49,069
-1%
清仓
AAON
AAON INC
-$426.4K
0
-100%
建仓
—
ONESTREAM INC
+$421.8K
22,886
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$421.4K
38,742
+23%
建仓
TYL
TYLER TECHNOLOGIES INC
+$420.1K
803
清仓
GGG
GRACO INC
-$417.8K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$414.7K
19,686
-0%
增持
BX
BLACKSTONE INC
+$406.3K
17,742
+1%
清仓
APD
AIR PRODS & CHEMS INC
-$403.7K
0
-100%
增持
GEV
GE VERNOVA INC
+$402.4K
2,715
+13%
建仓
CNM
CORE & MAIN INC
+$402.2K
7,471
减持
IWC
ISHARES TR
+$401.8K
19,975
-1%
清仓
—
PARAMOUNT GLOBAL
-$394.5K
0
-100%
减持
MTN
VAIL RESORTS INC
-$394.3K
7,125
-23%
清仓
ANSS
ANSYS INC
-$389.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$387.7K
16,040
-0%
减持
FISV
FISERV INC
-$381.9K
7,795
-3%
减持
PYPL
PAYPAL HLDGS INC
-$379.9K
36,946
-4%
清仓
CF
CF INDS HLDGS INC
-$378.2K
0
-100%
增持
IJR
ISHARES TR
+$377.7K
9,336
+39%
增持
TTD
THE TRADE DESK INC
-$372.3K
17,565
+3%
减持
META
META PLATFORMS INC
-$370.7K
20,140
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$365.7K
230,881
-4%
建仓
ADEA
ADEIA INC
+$365.3K
21,744
减持
CI
THE CIGNA GROUP
-$363.8K
3,791
-14%
增持
PHM
PULTE GROUP INC
+$362.4K
12,711
+2%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$360.0K
45,193
-1%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$355.7K
8,989
+122%
建仓
WSO
WATSCO INC
+$351.3K
869
清仓
GDDY
GODADDY INC
-$348.6K
0
-100%
建仓
RKT
ROCKET COS INC
+$346.8K
17,894
清仓
THO
THOR INDS INC
-$342.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$341.9K
5,286
+16%
建仓
VB
VANGUARD INDEX FDS
+$339.0K
1,333
增持
FDS
FACTSET RESH SYS INC
-$337.7K
2,328
+4%
增持
VKTX
VIKING THERAPEUTICS INC
+$334.1K
103,847
+15%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$332.7K
4,960
减持
VUG
VANGUARD INDEX FDS
-$332.4K
7,710
-16%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$331.5K
3,395
建仓
AROC
ARCHROCK INC
+$330.6K
12,566
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$328.8K
30,345
+16%
清仓
XLP
SELECT SECTOR SPDR TR
-$328.7K
0
-100%
清仓
ROST
ROSS STORES INC
-$323.5K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$320.4K
2,669
建仓
NYT
NEW YORK TIMES CO
+$319.6K
5,568
减持
IWM
ISHARES TR
+$316.7K
13,667
-1%
清仓
NTRA
NATERA INC
-$314.9K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
+$314.2K
17,355
-1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$313.9K
47,904
-0%
减持
MPC
MARATHON PETE CORP
+$312.8K
12,108
-0%
清仓
PDD
PDD HOLDINGS INC
-$311.9K
0
-100%
减持
SHOP
SHOPIFY INC
+$302.2K
9,787
-2%
减持
CTAS
CINTAS CORP
-$295.9K
4,008
-20%
减持
INTU
INTUIT
-$294.9K
1,267
-14%
建仓
MGEE
MGE ENERGY INC
+$294.8K
3,501
减持
BAC
BANK AMERICA CORP
+$292.7K
78,410
-1%
清仓
POOL
POOL CORP
-$290.9K
0
-100%
清仓
ENOV
ENOVIS CORPORATION
-$284.8K
0
-100%
减持
RTX
RTX CORPORATION
+$284.6K
14,480
-1%
建仓
AUR
AURORA INNOVATION INC
+$284.1K
52,713
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$280.4K
6,369
减持
C
CITIGROUP INC
+$273.1K
17,548
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$272.3K
6,572
-19%
清仓
GPN
GLOBAL PMTS INC
-$271.3K
0
-100%
减持
GLW
CORNING INC
+$268.8K
9,748
-3%
清仓
NCNO
NCINO INC
-$268.6K
0
-100%
减持
DE
DEERE & CO
-$268.4K
4,714
-1%
减持
MS
MORGAN STANLEY
+$268.3K
16,846
-2%
建仓
—
LIBERTY GLOBAL LTD
+$267.8K
22,795
清仓
EVRG
EVERGY INC
-$267.5K
0
-100%
清仓
BMI
BADGER METER INC
-$263.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$263.3K
10,389
-5%
清仓
LULU
LULULEMON ATHLETICA INC
-$263.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
+$262.5K
42,311
-0%
减持
ARES
ARES MANAGEMENT CORPORATION
-$261.7K
12,259
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$261.7K
3,223
-6%
建仓
IWN
ISHARES TR
+$261.0K
1,476
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$260.9K
755
减持
WYNN
WYNN RESORTS LTD
+$260.3K
7,605
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$257.7K
2,410
-2%
减持
DSI
ISHARES TR
+$256.3K
28,445
-1%
清仓
NHC
NATIONAL HEALTHCARE CORP
-$255.6K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$255.5K
58,489
-1%
清仓
—
REDFIN CORP
-$255.5K
0
-100%
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$255.4K
4,111
增持
—
TRANE TECHNOLOGIES PLC
+$254.6K
1,615
+65%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$250.8K
2,690
清仓
ARW
ARROW ELECTRS INC
-$249.8K
0
-100%
建仓
CWB
SPDR SERIES TRUST
+$247.9K
2,739
建仓
QXO
QXO INC
+$245.0K
12,853
