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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 54
减持 55
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$11.3M
741,338
-2%
增持
QQQ
INVESCO QQQ TR
+$6.7M
39,873
+50%
增持
MSFT
MICROSOFT CORP
-$4.8M
48,978
+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
AAPL
APPLE INC
-$3.1M
119,375
-3%
增持
DIA
STATE STR SPDR DOW JONES IND
+$3.1M
7,881
+565%
建仓
IMMX
IMMIX BIOPHARMA INC
+$3.1M
337,552
减持
LRCX
LAM RESEARCH CORP
+$3.0M
72,385
-0%
增持
AXON
AXON ENTERPRISE INC
-$2.9M
20,451
+0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.6M
6,456
-35%
增持
EDV
VANGUARD WORLD FD
+$2.3M
43,487
+416%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.2M
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$1.9M
0
-100%
减持
META
META PLATFORMS INC
-$1.8M
19,826
-0%
增持
ADBE
ADOBE INC
-$1.7M
17,537
+4%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$1.6M
8,923
-71%
减持
AMAT
APPLIED MATLS INC
+$1.5M
19,014
-1%
增持
AMZN
AMAZON COM INC
-$1.5M
86,198
+2%
增持
SNOW
SNOWFLAKE INC
+$1.4M
15,615
+278%
建仓
APP
APPLOVIN CORP
+$1.3M
3,361
增持
CAIE
CALAMOS ETF TR
+$1.3M
241,373
+36%
增持
TSLA
TESLA INC
-$1.3M
27,878
+7%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$1.3M
34,270
-57%
增持
AFRM
AFFIRM HLDGS INC
+$1.2M
39,710
+408%
增持
GOOGL
ALPHABET INC
-$1.2M
56,591
+2%
增持
KVUE
KENVUE INC
+$1.0M
122,569
+93%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
19,945
+20%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$968.6K
89,762
+23%
减持
MPC
MARATHON PETE CORP
+$913.3K
11,593
-2%
建仓
WDAY
WORKDAY INC
+$881.6K
6,786
减持
XLE
SELECT SECTOR SPDR TR
+$881.4K
54,464
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$880.6K
227,173
-1%
增持
LLY
ELI LILLY & CO
-$872.3K
5,754
+0%
增持
GLD
SPDR GOLD TR
+$869.0K
5,434
+47%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$864.8K
3
-25%
减持
AVGO
BROADCOM INC
-$850.5K
22,731
-0%
建仓
MSTR
STRATEGY INC
+$806.8K
6,465
增持
ORCL
ORACLE CORP
-$790.9K
16,845
+0%
增持
MU
MICRON TECHNOLOGY INC
+$787.2K
6,985
+27%
清仓
BXMT
BLACKSTONE MTG TR INC
-$733.0K
0
-100%
减持
GE
GE AEROSPACE
-$722.0K
10,335
-13%
清仓
—
ANYWHERE REAL ESTATE INC
-$708.0K
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION
+$701.2K
8,572
-6%
增持
DIS
DISNEY WALT CO
-$698.6K
45,947
+2%
减持
AXP
AMERICAN EXPRESS CO
-$697.5K
9,433
-2%
减持
MA
MASTERCARD INCORPORATED
-$687.3K
9,468
-0%
减持
URI
UNITED RENTALS INC
-$684.2K
8,172
-0%
增持
NET
CLOUDFLARE INC
+$664.6K
12,123
+30%
减持
DELL
DELL TECHNOLOGIES INC
+$649.4K
17,135
-0%
增持
V
VISA INC
-$626.9K
13,177
+0%
增持
BX
BLACKSTONE INC
-$611.5K
17,494
+3%
减持
TXN
TEXAS INSTRS INC
+$608.2K
29,497
-0%
清仓
RITM
RITHM CAPITAL CORP
-$604.6K
0
-100%
增持
CRM
SALESFORCE INC
+$591.2K
16,861
+75%
增持
IWM
ISHARES TR
+$584.0K
15,455
+17%
减持
QCOM
QUALCOMM INC
-$569.9K
12,239
-2%
增持
ADSK
AUTODESK INC
+$567.0K
4,618
+154%
减持
CAT
CATERPILLAR INC
+$562.2K
4,440
-2%
减持
PYPL
PAYPAL HLDGS INC
-$560.6K
34,726
-5%
减持
CVX
CHEVRON CORPORATION
+$552.8K
11,179
-3%
增持
VUG
VANGUARD INDEX FDS
+$535.1K
14,859
+22%
减持
BA
BOEING CO
-$532.9K
20,074
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$528.5K
2,540
-50%
建仓
COMP
COMPASS INC
+$524.9K
71,800
减持
KLAC
KLA CORP
+$513.7K
2,308
-3%
增持
VDE
VANGUARD WORLD FD
+$511.9K
8,257
+13%
减持
FICO
FAIR ISAAC CORP
-$502.3K
793
-1%
建仓
SPHY
SPDR SERIES TRUST
+$496.2K
21,276
增持
GLW
CORNING INC
+$495.4K
9,921
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$494.5K
9,572
-2%
建仓
SE
SEA LTD
+$488.2K
5,895
清仓
—
ASTRAZENECA PLC
-$475.3K
0
-100%
减持
EOG
EOG RES INC
+$472.5K
12,453
-2%
减持
OXY
OCCIDENTAL PETE CORP
+$461.7K
19,511
-1%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$442.2K
46,282
-8%
增持
BAC
BANK AMERICA CORP
-$439.8K
78,528
+1%
增持
JPM
JPMORGAN CHASE & CO
-$439.7K
15,703
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$438.8K
42,973
+1%
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT
-$429.5K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$424.2K
67,708
+13%
增持
JNJ
JOHNSON & JOHNSON
+$422.0K
10,508
+1%
建仓
PDD
PDD HOLDINGS INC
+$418.1K
4,092
建仓
GRBK
GREEN BRICK PARTNERS INC
+$416.9K
6,469
清仓
BAR
GRANITESHARES GOLD TR
-$415.0K
0
-100%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$413.9K
25,753
增持
UHAL/B
U HAUL HOLDING COMPANY
+$409.5K
20,102
+92%
增持
XLI
SELECT SECTOR SPDR TR
+$404.1K
42,082
+2%
减持
KKR
KKR & CO INC
-$403.4K
9,779
-5%
减持
SBUX
STARBUCKS CORP
+$400.3K
74,994
-0%
增持
NFLX
NETFLIX INC.
+$398.0K
44,519
+8%
建仓
IONQ
IONQ INC
+$394.0K
13,665
增持
IJR
ISHARES TR
+$393.8K
13,866
+25%
减持
AMD
ADVANCED MICRO DEVICES INC
-$393.5K
28,288
-1%
减持
SMH
VANECK ETF TRUST
+$391.3K
17,757
-0%
减持
VLO
VALERO ENERGY CORP
+$379.8K
4,525
-0%
增持
—
AERCAP HOLDINGS NV
+$376.6K
4,617
+159%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$372.2K
37,269
+15%
增持
NOW
SERVICENOW INC
+$357.9K
23,622
+71%
增持
GOOG
ALPHABET INC
-$356.2K
16,346
+2%
减持
PSX
PHILLIPS 66
+$355.6K
7,079
-2%
减持
QUAL
ISHARES TR
-$355.1K
8,416
-15%
减持
SQ
BLOCK INC
-$347.7K
15,293
-21%
清仓
TOL
TOLL BROTHERS INC
-$338.1K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$335.6K
0
-100%
减持
CSX
CSX CORP
+$331.2K
69,396
-0%
建仓
DASH
DOORDASH INC
+$330.9K
2,204
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$328.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$326.2K
13,596
-0%
清仓
—
ODDITY TECH LTD
-$325.9K
0
-100%
清仓
NUMG
NUSHARES ETF TR
-$322.6K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$314.3K
11,207
+14%
建仓
DOCU
DOCUSIGN INC
+$314.1K
6,625
减持
GM
GENERAL MTRS CO
-$313.9K
40,974
-1%
增持
VOT
VANGUARD INDEX FDS
+$313.7K
8,815
+26%
增持
XLF
SELECT SECTOR SPDR TR
+$312.5K
126,022
+17%
减持
VTWV
VANGUARD SCOTTSDALE FDS
+$295.2K
43,363
-0%
增持
AMGN
AMGEN INC
+$291.5K
11,691
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$291.0K
2,460
-0%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$290.5K
0
-100%
增持
INTU
INTUIT
-$288.5K
1,260
+0%
清仓
NULG
NUSHARES ETF TR
-$280.1K
0
-100%
减持
COR
CENCORA INC
-$277.8K
7,977
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$277.4K
9,727
-1%
清仓
NULV
NUSHARES ETF TR
-$272.4K
0
-100%
增持
WMT
WALMART INC
+$272.3K
19,816
+1%
减持
—
EATON CORP PLC
+$272.2K
7,285
-1%
减持
—
EXXON MOBIL CORP
+$271.0K
5,875
-3%
清仓
ETHW
BITWISE ETHEREUM ETF
-$270.6K
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$269.4K
19,772
-2%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$263.9K
12,773
+41%
建仓
SNX
TD SYNNEX CORPORATION
+$263.0K
1,559
减持
PWR
QUANTA SVCS INC
+$262.9K
2,114
-1%
增持
VKTX
VIKING THERAPEUTICS INC
-$259.2K
108,703
+1%
清仓
IEF
ISHARES TR
-$256.7K
0
-100%
增持
DDOG
DATADOG INC
+$255.0K
7,012
+66%
建仓
SNDK
SANDISK CORP
+$252.4K
397
清仓
—
DEUTSCHE BANK A G
-$251.9K
0
-100%
建仓
BP
BP PLC
+$247.7K
5,270
清仓
RDDT
REDDIT INC
-$246.2K
0
-100%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$245.6K
46,531
-1%
清仓
GIS
GENERAL MLS INC
-$245.4K
0
-100%
减持
GEV
GE VERNOVA INC
+$244.1K
2,255
-15%
增持
VFH
VANGUARD WORLD FD
+$241.9K
15,670
+27%
清仓
QRVO
QORVO INC
-$241.4K
0
-100%
增持
RBLX
ROBLOX CORP
+$238.6K
21,395
+78%
减持
NKE
NIKE INC
-$237.5K
21,178
-1%
清仓
LII
LENNOX INTL INC
-$236.5K
0
-100%
减持
ABBV
ABBVIE INC
-$234.1K
18,464
-1%
建仓
SLV
ISHARES SILVER TR
+$232.1K
3,406
增持
IHI
ISHARES TR
-$230.7K
29,782
+2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$228.7K
6,045
