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Integrated Wealth Concepts LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Integrated Wealth Concepts LLC
报告期 2026-03-31 · CIK 0001737109
持仓数
2,276
前50大市值合计
$5.18B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 116
减持 25
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IEF
ISHARES 7-10YR
-$87.2M
133,229
-87%
增持
AAPL
APPLE INC
+$80.9M
872,939
+80%
增持
XLK
SECTOR TECHNOLOGY
+$62.4M
462,017
+681%
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
BKAG
BNY MELLON
-$48.2M
275,030
-81%
减持
SHV
ISHARES SHORT
-$40.7M
177,171
-68%
建仓
EWJ
ISHARES INC
+$38.9M
663,529
增持
TFI
SPDR NUVEEN
+$38.2M
837,169
+3846%
增持
EWT
ISHARES INC
+$38.2M
847,512
+16315%
减持
PPLT
ABERDEEN PHYSICAL
-$37.9M
3,730
-99%
减持
MEAR
BLACKROCK SHORT
-$36.0M
72,806
-91%
减持
XLV
SECTOR HEALTHCARE
-$29.8M
60,385
-78%
减持
XLF
SECTOR FINANCIAL
-$29.1M
357,119
-70%
增持
QCOM
QUALCOMM INC
+$27.9M
240,940
+823%
增持
EMLC
VanEck EM Local Currency Debt
+$27.7M
1,958,497
+118%
增持
MSFT
MICROSOFT CORP
+$26.9M
229,887
+40%
增持
SPYM
SPDR PORTFOLIO
+$26.7M
870,619
+158%
增持
DFCF
DIMENSIONAL CORE
+$24.4M
597,209
+2464%
增持
DFAE
DIMENSIONAL EMERGING
+$24.3M
1,080,390
+3818%
增持
CWB
SPDR BLOOMBERG
+$23.2M
354,450
+4010%
增持
IEMG
ISHARES CORE
+$22.9M
660,367
+233%
增持
QUAL
ISHARES MSCI
+$22.9M
862,195
+17%
增持
SPY
SPDR S&P
+$22.6M
110,088
+87%
减持
EEMV
ISHARES MSCI
-$22.4M
85,916
-83%
增持
IVV
ISHARES CORE
+$17.4M
290,868
+9%
减持
MUB
ISHARES NATIONAL
-$17.2M
188,169
-47%
增持
—
ISHARES IBONDS
+$17.2M
1,078,351
+180%
增持
AMZN
AMAZON COM
+$16.8M
308,483
+72%
增持
SOXX
ISHARES SEMICONDUCTOR
+$16.7M
40,718
+883%
增持
BKLC
BNY MELLON
+$15.8M
864,225
+21%
增持
EMGF
ISHARES INC
+$15.5M
661,733
+128%
增持
NVDA
NVIDIA CORP
+$14.6M
72,915
+87%
增持
FTA
FIRST TRUST
+$13.3M
275,952
+262%
减持
ESGU
ISHARES ESG
-$12.7M
262,856
-39%
增持
EFG
ISHARES MSCI
+$12.0M
599,294
+14%
增持
IJK
ISHARES S&P
+$11.6M
165,700
+4038%
增持
DFIV
DIMENSIONAL INTL
+$11.3M
363,133
+2923%
增持
VTI
VANGUARD TOTAL
+$11.2M
159,166
+43%
增持
VTEB
VANGUARD MUNICIPAL
+$11.0M
296,108
+269%
增持
DFUV
DIMENSIONAL US
+$10.9M
661,321
+98%
增持
IEFA
ISHARES CORE
+$10.4M
579,133
+26%
增持
JMUB
JP MORGAN
+$10.1M
206,824
+2477%
增持
DFAR
DIMENSIONAL US
+$10.0M
475,077
+4884%
增持
BKIE
BNY MELLON
+$10.0M
571,791
+26%
增持
GOOG
ALPHABET INC
+$9.9M
166,236
+100%
增持
GLD
SPDR GOLD
+$9.8M
102,314
+94%
增持
DFNM
DIMENSIONAL NATIONAL
+$9.7M
226,493
+755%
增持
EWG
ISHARES MSCI
+$9.5M
1,411,669
+14%
增持
CVX
CHEVRON CORP
+$9.3M
92,037
+188%
增持
SHY
ISHARES 1-3YR
+$9.2M
149,996
+296%
增持
VHT
VANGUARD HEALTH
+$9.1M
56,327
+224%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.7M
403,229
+46%
增持
META
META PLATFORMS
+$8.4M
63,402
+50%
增持
SPYG
SPDR PORTFOLIO
+$8.3M
169,581
+696%
增持
SPTL
SPDR PORTFOLIO
+$8.0M
550,058
+77%
增持
XLI
SECTOR INDUSTRIAL
+$7.9M
409,627
+20%
增持
TSLA
TESLA INC
+$7.9M
69,579
+32%
增持
SPSM
SPDR PORTFOLIO
+$7.6M
330,478
+151%
增持
JNJ
JOHNSON & JOHNSON
+$7.5M
106,225
+108%
增持
VOO
VANGUARD INDEX FDS
+$7.3M
65,361
+33%
增持
KRE
SPDR S&P
+$7.3M
173,760
+2672%
增持
PEP
PEPSICO INC
+$7.2M
67,658
+139%
增持
BRK/B
BERKSHIRE HATHAWAY
+$7.0M
49,613
+84%
增持
VCIT
VANGUARD INTERMEDIATE
+$6.9M
233,487
+54%
增持
EWU
ISHARES MSCI
+$6.9M
1,182,335
+16%
增持
USMV
ISHARES MSCI
+$6.7M
1,039,292
+9%
增持
UPS
UNITED PARCEL
+$6.6M
64,978
+88%
增持
XLB
SECTOR MATERIALS
+$6.6M
85,429
+1912%
增持
IYW
ISHARES TECHNOLOGY
+$6.5M
159,055
+43%
增持
NOW
SERVICENOW INC
+$6.5M
16,286
+485%
增持
IJH
ISHARES CORE
+$6.1M
129,854
+19%
增持
QQQ
INVESCO QQQ
+$6.0M
106,814
+1%
增持
—
EXXON MOBIL
+$5.8M
179,436
+42%
增持
MCD
MCDONALDS CORP
+$5.6M
37,254
+105%
建仓
USD
ProShares Ultra Semiconductor
+$5.5M
188,546
增持
FBT
FIRST TRUST
+$5.4M
37,129
+1611%
增持
SKYY
FIRST TRUST
+$5.3M
108,243
+222%
减持
MTUM
ISHARES MSCI
-$5.3M
372,852
-5%
减持
SHYG
ISHARES
-$5.2M
500,721
-22%
增持
IUSB
ISHARES CORE
+$5.2M
420,800
+33%
增持
VO
VANGUARD INDEX FDS
+$5.1M
61,706
+60%
增持
PG
PROCTER & GAMBLE
+$5.0M
128,551
+38%
建仓
AXON
AXON ENTERPRISE
+$5.0M
22,020
增持
HD
HOME DEPOT
+$4.9M
50,702
+59%
增持
XLP
SECTOR CONSUMER
+$4.9M
104,970
+162%
减持
XLE
SECTOR ENERGY
-$4.6M
458,279
-6%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.6M
1,215,721
+1%
增持
INTC
INTEL CORP
+$4.5M
200,958
+162%
增持
T
AT&T INC
+$4.5M
393,666
+133%
增持
IUSG
ISHARES S&P
+$4.4M
173,202
+28%
增持
SPMD
SPDR PORTFOLIO
+$4.3M
143,979
+197%
减持
HDV
ISHARES CORE
-$4.2M
19,888
-67%
增持
VNQ
VANGUARD INDEX FDS
+$4.1M
176,519
+38%
清仓
PWV
INVESCO EXCHANGE
-$4.1M
0
-100%
增持
AMD
ADVANCED MICRO
+$4.1M
57,614
+141%
增持
VB
VANGUARD SMALL
+$4.1M
79,601
+33%
减持
OUSA
ALPS OSHARE
-$4.1M
6,871
-93%
增持
JPM
JP Morgan Chase & Co.
+$4.1M
100,790
+49%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.0M
357,460
+51%
增持
—
INVESCO BULLETSHARES
+$4.0M
870,843
+28%
增持
VYM
VANGUARD HIGH
+$4.0M
174,911
+31%
增持
V
VISA INC
+$4.0M
61,869
+29%
增持
DFAU
DIMENSIONAL US
+$3.9M
243,240
+114%
增持
ITOT
ISHARES CORE
+$3.9M
260,009
+12%
增持
TLT
ISHARES 20
+$3.9M
70,151
+96%
清仓
CMDY
ISHARES U S ETF TR
-$3.9M
0
-100%
减持
BKEM
BNY MELLON
-$3.9M
64,413
-54%
增持
GOOGL
ALPHABET INC
+$3.8M
105,553
+30%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$3.8M
36,041
-92%
增持
EFIV
SPDR SER TR
+$3.8M
830,453
+5%
增持
ABBV
ABBVIE INC
+$3.7M
57,838
+71%
减持
VLUE
ISHARES MSCI
-$3.7M
440,253
-10%
减持
MBB
ISHARES MBS
-$3.7M
181,623
-19%
增持
BA
BOEING COMPANY
+$3.7M
33,866
+82%
建仓
—
STELLANTIS NV
+$3.6M
199,146
增持
—
ISHARES IBONDS
+$3.6M
442,370
+50%
增持
STIP
ISHARES 0-5
+$3.5M
77,351
+80%
增持
PRU
PRUDENTIAL FINANCIAL
+$3.5M
47,199
+1049%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.4M
341,209
+27%
增持
AGG
ISHARES CORE
+$3.4M
103,884
+45%
增持
IWM
ISHARES RUSSELL
+$3.3M
80,949
+27%
增持
CSCO
CISCO SYS INC
+$3.2M
156,797
+50%
增持
AMAT
APPLIED MATERIALS
+$3.1M
31,113
+344%
增持
SRE
SEMPRA
+$3.1M
23,874
+655%
增持
TSM
TAIWAN SEMICONDUCTOR
+$3.1M
36,966
+730%
增持
FBND
FIDELITY TOTAL
+$3.1M
72,500
+1249%
增持
DIS
WALT DISNEY
+$3.1M
73,201
+50%
减持
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
-$3.1M
35,528
-75%
清仓
—
LINDE PLC
-$3.1M
0
-100%
增持
BAC
BANK AMERICA
+$3.1M
344,078
+68%
建仓
—
NV5 GLOBAL
+$3.1M
29,528
建仓
DUHP
DFA Dimensional US High Profitability ETF
+$3.1M
121,827
减持
IDEV
ISHARES CORE
-$3.0M
17,068
-76%
增持
SLB
SCHLUMBERGER LTD
+$2.9M
68,843
+719%
增持
SCHP
SCHWAB US
+$2.9M
64,402
+525%
增持
VGT
VANGUARD INFORMATION
+$2.9M
20,328
+31%
增持
ET
ENERGY TRANSFER
+$2.9M
290,442
+373%
增持
VZ
VERIZON COMMUNICATIONS
+$2.9M
211,921
+56%
增持
MMM
3M CO
+$2.8M
38,475
+278%
增持
GOVT
ISHARES TR
+$2.8M
198,178
+145%
增持
PGX
INVESCO PFD
+$2.8M
590,982
+65%
增持
JPST
JPMORGAN
+$2.8M
185,930
+42%
减持
NVO
NOVO NORDISK
-$2.8M
6,577
-77%
增持
VUG
VANGUARD GROWTH
+$2.8M
50,767
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
516,625
+11%
增持
FTC
FIRST TRUST
+$2.7M
61,233
+89%
增持
IBM
INTL BUSINESS
+$2.7M
42,538
+109%
减持
SCHR
SCHWAB INTERMEDIATE
-$2.7M
59,709
-48%
减持
IXN
ISHARES GLOBAL
-$2.7M
91,060
-46%
增持
ADBE
ADOBE INC
+$2.6M
9,587
+192%
减持
ICVT
ISHARES CONV
-$2.6M
6,975
-84%
