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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 105
减持 25
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR PORTFOLIO
+$45.5M
1,678,523
+93%
增持
EWZ
ISHARES MSCI
+$39.6M
1,228,097
+13049%
减持
EWU
ISHARES MSCI
-$37.3M
27,080
-98%
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。
增持
PZA
INVESCO NATIONAL
+$36.7M
1,677,402
+1283%
增持
QUAL
ISHARES MSCI
+$36.4M
1,062,857
+23%
增持
EWY
ISHARES MSCI
+$36.3M
577,217
+13581%
减持
TFI
SPDR NUVEEN
-$34.7M
97,777
-88%
增持
AAPL
APPLE INC
+$34.0M
917,143
+5%
增持
IVV
ISHARES CORE
+$33.8M
344,090
+18%
减持
XLE
SECTOR ENERGY
-$23.1M
182,999
-60%
减持
XLI
SECTOR INDUSTRIAL
-$22.4M
177,867
-57%
增持
VEA
VANGUARD FTSE
+$20.0M
620,525
+222%
增持
MSFT
MICROSOFT CORP
+$19.6M
252,202
+10%
增持
SPSM
SPDR PORTFOLIO
+$18.5M
797,279
+141%
建仓
UCON
FIRST TRUST
+$17.5M
726,093
增持
NVDA
NVIDIA CORP
+$17.2M
88,638
+22%
增持
STIP
ISHARES 0-5
+$17.1M
253,563
+228%
增持
AMZN
AMAZON COM
+$16.6M
371,732
+21%
增持
JEPI
JPMORGAN
+$15.9M
533,641
+114%
增持
SHY
ISHARES 1-3YR
+$15.0M
337,306
+125%
建仓
JUCY
ETF SER SOLUTIONS
+$14.0M
573,715
增持
IJH
ISHARES CORE
+$13.9M
177,407
+37%
减持
SHYG
ISHARES
-$13.0M
189,743
-62%
减持
SHV
ISHARES SHORT
-$12.6M
63,396
-64%
减持
IEMG
ISHARES CORE
-$12.4M
402,613
-39%
增持
SPAB
SPDR PORTFOLIO
+$12.3M
525,825
+1181%
建仓
FTQI
FIRST TR EXCHANGE TRADED FD VI NASDAQ BUYWRITE INCOME ETF
+$11.8M
598,098
增持
SPTM
SPDR PORTFOLIO
+$11.3M
267,442
+313%
增持
RSP
INVESCO S&P
+$10.9M
112,958
+174%
增持
VOO
VANGUARD S&P
+$10.8M
86,825
+33%
减持
EFIV
SPDR SERIES
-$10.8M
510,474
-39%
增持
EFG
ISHARES MSCI
+$10.7M
700,466
+17%
增持
VEU
VANGUARD FTSE
+$10.5M
246,412
+358%
增持
VOE
VANGUARD MID
+$10.5M
158,541
+86%
建仓
VGIT
VANGUARD INTERMEDIATE
+$10.4M
176,945
增持
BKEM
BNY MELLON
+$10.4M
250,728
+289%
增持
SCHP
SCHWAB US
+$9.8M
253,449
+294%
增持
FTSM
FIRST TRUST
+$9.8M
214,057
+337%
增持
SPYG
SPDR PORTFOLIO
+$9.8M
314,090
+85%
增持
ANGL
VANECK FALLEN
+$9.2M
521,387
+177%
增持
DFAC
DIMENSIONAL US
+$9.1M
2,220,813
+11%
减持
XLK
SECTOR TECHNOLOGY
+$9.0M
453,132
-2%
增持
BKLC
BNY MELLON
+$8.5M
891,348
+3%
增持
SCHX
SCHWAB US
+$8.1M
1,276,934
+5%
增持
IEFA
ISHARES CORE
+$7.9M
690,592
+19%
建仓
FNDE
SCHWAB FUNDAMENTAL
+$7.7M
288,830
增持
VB
VANGUARD SMALL
+$7.6M
113,977
+43%
增持
GLD
SPDR GOLD
+$7.3M
146,042
+43%
增持
FTGC
FIRST TRUST
+$7.2M
349,955
+964%
增持
SPYV
SPDR PORTFOLIO
+$7.1M
256,417
+164%
建仓
SJNK
SPDR BLOOMBERG
+$7.1M
287,622
增持
TLH
ISHARES 10-20YR
+$7.0M
92,897
+228%
增持
SPDW
SPDR PORTFOLIO
+$7.0M
724,968
+40%
增持
TSLA
TESLA INC
+$6.9M
81,343
+17%
增持
JPST
JPMORGAN
+$6.5M
316,181
+70%
增持
QQQ
INVESCO QQQ
+$6.5M
110,307
+3%
增持
VTV
VANGUARD VALUE
+$6.5M
105,737
+71%
增持
FVD
FIRST TRUST
+$6.4M
472,139
+51%
增持
SCZ
ISHARES MSCI
+$5.8M
125,250
+378%
增持
VO
VANGUARD MID
+$5.7M
84,891
+38%
增持
USMV
ISHARES MSCI
+$5.6M
1,092,712
+5%
减持
MTUM
ISHARES MSCI
-$5.6M
320,719
-14%
增持
FDVV
FIDELITY COVINGTON
+$5.6M
225,878
+151%
建仓
ADME
ETF SER SOLUTIONS
+$5.4M
148,986
增持
GOOG
ALPHABET INC
+$5.3M
186,795
+12%
减持
DMO
WESTERN ASSET
-$5.3M
13,946
-97%
增持
SLV
ISHARES SILVER
+$5.0M
344,751
+245%
增持
SCHD
SCHWAB US
+$4.7M
470,802
+17%
增持
SPMD
SPDR PORTFOLIO
+$4.6M
238,659
+66%
增持
MGV
VANGUARD MEGA
+$4.6M
54,967
+389%
增持
VTI
VANGUARD TOTAL
+$4.4M
167,593
+5%
增持
SPY
SPDR S&P
+$4.4M
111,512
+1%
增持
GDX
VANECK GOLD
+$4.3M
200,074
+277%
减持
META
META PLATFORMS
+$4.3M
61,674
-3%
增持
PG
PROCTER & GAMBLE
+$4.2M
153,805
+20%
增持
SCHG
SCHWAB US
+$4.1M
331,113
+4%
增持
PFE
PFIZER INC
+$4.0M
455,461
+46%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$3.9M
56,487
+14%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.9M
72,626
建仓
SMDV
PROSHARES RUSSELL
+$3.8M
64,502
增持
QTEC
FIRST TRUST
+$3.8M
35,519
+224%
建仓
REGL
Proshares Tr S&P Midcap 400 Div Aristocrats ETF
+$3.8M
54,010
增持
LLY
ELI LILLY
+$3.8M
25,641
+7%
减持
BKIE
BNY MELLON
-$3.7M
501,321
-12%
减持
—
INVESCO BULLETSHARES
-$3.6M
536,296
-23%
减持
—
INVESCO BULLETSHARES
-$3.6M
538,874
-23%
减持
VGSH
VANGUARD SHORT
-$3.5M
61,251
-49%
建仓
IBDT
ISHARES IBONDS
+$3.5M
143,305
清仓
FXN
FIRST TRUST
-$3.5M
0
-100%
增持
RDVY
FIRST TRUST
+$3.5M
341,000
+21%
增持
XT
ISHARES EXPONENTIAL
+$3.5M
86,630
+235%
减持
DVY
ISHARES SELECT
-$3.4M
61,955
-30%
增持
XLU
SELECT UTILITIES
+$3.4M
128,953
+72%
增持
IYW
ISHARES TECHNOLOGY
+$3.3M
166,133
+4%
建仓
BSCS
INVESCO BULLETSHARES
+$3.3M
167,410
增持
NOW
SERVICENOW INC
+$3.3M
19,346
+19%
建仓
IBDS
ISHARES IBONDS
+$3.2M
136,956
减持
SCHJ
Schwab 1-5 Year Corporate Bond ETF
-$3.2M
62,084
-52%
增持
GOOGL
ALPHABET INC
+$3.2M
118,024
+12%
增持
AVGO
BROADCOM INC
+$3.2M
9,033
+24%
建仓
FDV
Federated Hermes US Strategic Dividend
+$3.1M
129,781
减持
TAIL
CAMBRIA TAIL
-$3.0M
83,076
-71%
增持
SOXX
ISHARES SEMICONDUCTOR
+$3.0M
41,613
+2%
增持
EFV
ISHARES MSCI
+$3.0M
1,051,011
+5%
增持
ADBE
ADOBE INC
+$3.0M
13,632
+42%
建仓
ISTB
ISHARES CORE
+$2.9M
62,094
减持
IJR
ISHARES CORE
-$2.8M
179,868
-16%
增持
SHM
SPDR NUVEEN
+$2.8M
102,915
+143%
增持
V
VISA INC
+$2.8M
70,642
+14%
增持
IWM
ISHARES RUSSELL
+$2.8M
92,189
+14%
增持
JPM
JPMORGAN CHASE
+$2.8M
109,708
+9%
增持
NFLX
NETFLIX INC
+$2.8M
13,440
+50%
增持
MRK
MERCK & COMPANY
+$2.8M
85,893
+29%
增持
MUB
ISHARES NATIONAL
+$2.8M
215,960
+15%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
116,088
+9%
减持
BSL
BLACKSTONE SENIOR
-$2.7M
371,432
-37%
建仓
EVLV
EVOLV TECHNOLOGIES
+$2.7M
452,160
减持
TLT
ISHARES 20
-$2.6M
47,566
-32%
增持
GSY
INVESCO ULTRA
+$2.6M
78,781
+190%
清仓
—
YAMANA GOLD INC
-$2.5M
0
-100%
增持
DIA
SPDR DOW
+$2.5M
57,614
+11%
增持
ITOT
ISHARES CORE
+$2.5M
266,030
+2%
增持
—
EXXON MOBIL
+$2.5M
206,550
+15%
增持
IWB
ISHARES RUSSELL
+$2.5M
52,155
+15%
增持
BGB
BLACKSTONE STRATEGIC
+$2.4M
865,552
+31%
增持
LMBS
FIRST TRUST
+$2.4M
98,447
+102%
增持
ORCL
ORACLE CORP
+$2.3M
59,389
+16%
增持
VWO
VANGUARD FSTE
+$2.2M
369,569
+17%
增持
IVW
ISHARES S&P
+$2.2M
91,365
+38%
增持
GTO
INVESCO TOTAL
+$2.2M
394,003
+15%
增持
PEP
PEPSICO INC
+$2.2M
78,452
+16%
增持
FTHY
FIRST TRUST
+$2.2M
249,729
+181%
建仓
BXSL
Blackstone Secd Lending Fd
+$2.2M
79,529
增持
IWF
ISHARES RUSSELL
+$2.1M
25,299
+28%
增持
COST
COSTCO WHOLESALE
+$2.1M
17,450
+19%
增持
MBB
ISHARES MBS
+$2.1M
207,363
+14%
增持
EMLC
VANECK JPM
+$2.1M
2,015,530
+3%
建仓
TBIL
RBB US
+$2.1M
41,214
减持
FTA
FIRST TRUST
-$2.1M
243,838
-12%
减持
FXG
FIRST TRUST
-$2.1M
12,064
-73%
增持
FTCS
FIRST TRUST
+$2.0M
122,934
+25%
增持
QQEW
FIRST TRUST
+$2.0M
30,972
+144%
增持
UNH
UNITEDHEALTH GROUP
+$2.0M
15,001
+36%
增持
PGX
INVESCO PFD
+$2.0M
772,021
+31%
增持
HD
HOME DEPOT
+$2.0M
54,523
+8%
增持
IVOL
KRANESHARES TR
+$2.0M
108,467
+850%
增持
AME
AMETEK INC
+$2.0M
14,191
+515%
增持
BSCR
INVESCO BULLETSHARES
+$2.0M
224,063
+88%
增持
MEAR
BLACKROCK SHORT
+$1.9M
111,259
+53%
减持
—
INVESCO BULLETSHARES
-$1.9M
207,571
-28%
