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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 55
减持 82
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
PDBC
INVESCO OPTIMUM
+$98.4M
6,655,556
+8012%
增持
MEAR
BLACKROCK SHORT
+$56.3M
1,241,135
+1016%
减持
EMLC
VANECK JPM
-$49.1M
99,530
-95%
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
EWG
ISHARES MSCI
-$39.6M
39,945
-97%
减持
EWT
ISHARES INC
-$37.3M
17,991
-98%
减持
PZA
INVESCO NATIONAL
-$37.0M
117,721
-93%
增持
LRGF
ISHARES U S
+$28.4M
698,078
+1620%
增持
XLE
SECTOR ENERGY
+$26.6M
458,200
+150%
增持
INTF
ISHARES U S
+$25.8M
1,034,601
+2989%
增持
INDA
ISHARES MSCI
+$23.6M
558,493
+2181%
减持
EFG
ISHARES MSCI
-$22.3M
515,935
-26%
增持
HYG
ISHARES IBOXX
+$21.9M
330,031
+900%
增持
AAPL
APPLE INC
-$20.5M
919,346
+0%
减持
EWY
ISHARES MSCI
-$18.0M
315,300
-45%
减持
XLK
SECTOR TECHNOLOGY
-$17.3M
375,315
-17%
减持
EWZ
ISHARES MSCI
-$15.6M
788,366
-36%
减持
EWJ
ISHARES MSCI
-$13.7M
416,279
-34%
减持
SHY
ISHARES 1-3YR
-$13.0M
177,016
-48%
增持
FDVV
FIDELITY COVINGTON
+$11.1M
520,222
+130%
减持
MTUM
ISHARES MSCI
-$11.1M
251,959
-21%
减持
SPAB
SPDR PORTFOLIO
-$11.0M
96,099
-82%
减持
MSFT
MICROSOFT CORP
-$10.5M
238,613
-5%
清仓
VGIT
VANGUARD INTERMEDIATE
-$10.4M
0
-100%
减持
EFV
ISHARES MSCI
-$10.1M
845,582
-20%
增持
XLI
SECTOR INDUSTRIAL
+$9.4M
281,230
+58%
减持
QUAL
ISHARES MSCI
-$9.3M
1,017,037
-4%
增持
SPYG
SPDR PORTFOLIO
+$9.0M
475,271
+51%
减持
SCHG
SCHWAB US
-$8.9M
218,553
-34%
减持
SCHD
SCHWAB US
-$8.7M
360,679
-23%
减持
STIP
ISHARES 0-5
-$8.6M
166,139
-34%
增持
TLT
ISHARES 20
+$8.3M
148,672
+213%
减持
USMV
ISHARES MSCI
-$7.6M
1,016,496
-7%
减持
TLH
ISHARES 10-20YR
-$7.6M
27,212
-71%
增持
BIL
SPDR BLOOMBERG
+$7.2M
158,656
+96%
清仓
SJNK
SPDR BLOOMBERG
-$7.1M
0
-100%
减持
ESGU
ISHARES ESG
-$6.9M
181,764
-26%
减持
IYW
ISHARES TECHNOLOGY
-$6.7M
108,702
-35%
增持
SCHX
SCHWAB US
+$6.7M
1,453,371
+14%
建仓
ICSH
iShares Ultra Short-Term Bond ETF
+$6.6M
130,464
减持
GLD
SPDR GOLD
-$6.0M
116,749
-20%
增持
KNG
FIRST TRUST
+$5.8M
200,109
+160%
增持
RDVY
FIRST TRUST
+$5.6M
472,223
+38%
减持
—
ISHARES IBONDS
-$5.5M
876,539
-20%
减持
FTGC
FIRST TRUST
-$5.5M
103,249
-70%
减持
JEPI
JPMORGAN
-$5.4M
451,242
-15%
减持
SLV
ISHARES SILVER
-$5.3M
91,660
-73%
减持
FVD
FIRST TRUST
-$5.1M
370,900
-21%
增持
FTSM
FIRST TRUST
+$5.0M
297,991
+39%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$4.9M
165,258
减持
JPST
JPMORGAN
-$4.7M
221,398
-30%
增持
TBIL
RBB US
+$4.6M
133,965
+225%
减持
SCHP
SCHWAB US
-$4.6M
172,593
-32%
减持
GDX
VANECK GOLD
-$4.3M
64,305
-68%
增持
VYM
VANGUARD HIGH
+$4.2M
221,913
+26%
增持
SCHF
SCHWAB INTL
+$4.0M
410,170
+47%
增持
FTC
FIRST TRUST
+$3.9M
110,227
+66%
减持
VNQ
VANGUARD REAL
-$3.9M
153,745
-17%
增持
IVW
ISHARES S&P
+$3.8M
149,401
+64%
增持
—
ISHARES IBONDS
+$3.8M
647,969
+32%
增持
TFLO
ISHARES TREASURY
+$3.7M
89,017
+454%
减持
VWO
VANGUARD FSTE
-$3.6M
291,852
-21%
增持
VTEB
VANGUARD MUNICIPAL
+$3.5M
407,775
+27%
减持
FTA
FIRST TRUST
-$3.5M
197,291
-19%
增持
IFRA
ISHARES TRUST
+$3.5M
306,130
+55%
减持
META
META PLATFORMS
-$3.5M
47,421
-23%
减持
SCHA
SCHWAB US
-$3.4M
267,334
-19%
减持
VOT
VANGUARD MID
-$3.4M
63,479
-17%
减持
SMLF
ISHARES MSCI
-$3.4M
449,195
-9%
增持
SHV
ISHARES SHORT
+$3.3M
93,689
+48%
增持
IVV
ISHARES CORE
-$3.3M
349,516
+2%
减持
VOE
VANGUARD MID
-$3.2M
142,849
-10%
减持
TFI
SPDR NUVEEN
-$3.2M
29,779
-70%
减持
AGG
ISHARES CORE
-$3.2M
80,687
-27%
减持
GOVT
ISHARES U S
-$3.1M
63,785
-68%
增持
SPYM
SPDR PORTFOLIO
+$3.1M
1,801,152
+7%
增持
BND
VANGUARD TOTAL
+$2.9M
241,821
+26%
减持
XLU
SELECT UTILITIES
-$2.9M
93,161
-28%
减持
GSY
INVESCO ULTRA
-$2.9M
19,984
-75%
减持
SPSM
SPDR PORTFOLIO
-$2.9M
760,746
-5%
增持
DBC
INVESCO DB
+$2.9M
173,330
+168%
减持
NVDA
NVIDIA CORP
-$2.8M
79,733
-10%
减持
VLUE
ISHARES MSCI
-$2.7M
417,697
-4%
增持
—
EXXON MOBIL
+$2.5M
209,826
+2%
增持
SUB
ISHARES SHORT
+$2.4M
68,303
+55%
增持
GOOGL
ALPHABET INC
+$2.4M
126,496
+7%
减持
VO
VANGUARD MID
-$2.4M
78,174
-8%
减持
MBB
ISHARES MBS
-$2.4M
190,728
-8%
减持
SHM
SPDR NUVEEN
-$2.3M
54,401
-47%
减持
SPTM
SPDR PORTFOLIO
-$2.3M
233,376
-13%
减持
QCOM
QUALCOMM INC
-$2.3M
242,584
-1%
减持
VOO
VANGUARD S&P
-$2.3M
84,215
-3%
减持
UPS
UNITED PARCEL
-$2.3M
60,802
-7%
减持
DFAC
DIMENSIONAL US
-$2.3M
2,214,855
-0%
减持
IEF
ISHARES 7-10YR
-$2.3M
102,226
-15%
减持
IUSB
ISHARES CORE
-$2.3M
404,121
-8%
减持
PGX
INVESCO PFD
-$2.2M
596,239
-23%
清仓
—
BNY MELLON
-$2.2M
0
-100%
减持
SPMD
SPDR PORTFOLIO
-$2.2M
198,975
-17%
增持
GOOG
ALPHABET INC
+$2.2M
188,294
+1%
增持
IEV
ISHARES EUROPE
+$2.2M
166,776
+47%
增持
SPTS
SPDR PORTFOLIO
+$2.2M
95,690
+399%
减持
VEU
VANGUARD FTSE
-$2.2M
216,192
-12%
增持
VGSH
VANGUARD SHORT
+$2.2M
99,136
+62%
增持
BKHY
BNY MELLON
+$2.1M
150,220
+48%
减持
MUB
ISHARES NATIONAL
-$2.1M
204,116
-5%
增持
LLY
ELI LILLY
+$2.1M
26,282
+2%
增持
BILS
SPDR BLOOMBERG
+$2.0M
74,815
+38%
建仓
EDOW
FIRST TRUST
+$2.0M
69,157
减持
VB
VANGUARD SMALL
-$2.0M
109,507
-4%
减持
IEMG
ISHARES CORE
-$1.9M
376,075
-7%
减持
PFE
PFIZER INC
-$1.9M
445,883
-2%
减持
—
INVESCO BULLETSHARES
-$1.9M
732,444
-11%
清仓
—
PROSHARES TR
-$1.9M
0
-100%
减持
RWM
PROSHARES TR
-$1.8M
12,124
-87%
减持
VTI
VANGUARD TOTAL
-$1.8M
165,482
-1%
减持
SPDW
SPDR PORTFOLIO
-$1.8M
704,279
-3%
增持
DJD
INVESCO DOW
+$1.7M
64,605
+187%
减持
ISTB
ISHARES CORE
-$1.7M
25,558
-59%
减持
IYR
ISHARES U S
-$1.7M
7,172
-73%
增持
VLO
VALERO ENERGY
+$1.7M
21,819
+82%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
112,635
-3%
清仓
SPDN
DIREXION SHS ETF TR
-$1.7M
0
-100%
增持
IEFA
ISHARES CORE
+$1.6M
749,991
+9%
增持
SGOV
ISHARES 0-3
+$1.6M
40,754
+65%
减持
PG
PROCTER & GAMBLE
-$1.6M
149,047
-3%
建仓
DEM
WISDOMTREE EMERGING
+$1.6M
42,502
减持
TSLA
TESLA INC
-$1.6M
78,814
-3%
减持
SOXX
ISHARES SEMICONDUCTOR
-$1.6M
41,290
-1%
增持
QQEW
FIRST TRUST
+$1.5M
46,701
+51%
减持
MCD
MCDONALDS CORP
-$1.5M
39,929
-1%
减持
EEM
ISHARES MSCI
-$1.5M
94,935
-27%
减持
IUSG
ISHARES S&P
-$1.5M
165,721
-6%
增持
CVX
CHEVRON CORP
+$1.5M
106,355
+2%
增持
RTX
RTX CORP
-$1.5M
63,525
+2%
减持
IJR
ISHARES CORE
-$1.5M
174,367
-3%
减持
VTIP
VANGUARD SHORT
-$1.5M
11,730
-73%
增持
LQD
ISHARES IBOXX
+$1.5M
39,525
+66%
增持
UCON
FIRST TRUST
+$1.4M
793,794
+9%
减持
EMGF
ISHARES MSCI
-$1.4M
672,449
-3%
减持
SPYV
SPDR PORTFOLIO
-$1.4M
234,158
-9%
增持
—
ISHARES IBONDS
+$1.4M
426,790
+17%
减持
MRK
MERCK & COMPANY
-$1.4M
82,584
-4%
增持
SPTL
SPDR PORTFOLIO
-$1.4M
575,261
+5%
建仓
JQUA
JPMORGAN US
+$1.4M
31,429
增持
BOND
PIMCO ACTIVE
+$1.3M
35,700
+83%
建仓
UTHR
UNITED THERAPEUTICS
+$1.3M
5,941
增持
AMGN
AMGEN INC
+$1.3M
19,782
+10%
建仓
DBA
INVESCO MULTI
+$1.3M
61,107
建仓
EPI
WISDOMTREE INDIA
+$1.3M
34,950
增持
XLY
CONSUMER DISCRETIONARY
+$1.3M
20,901
+70%
