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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 72
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PDBC
INVESCO OPTIMUM
-$98.8M
54,971
-99%
建仓
SECT
NORTHERN LIGHTS
+$53.3M
1,145,374
建仓
SSUS
STRATEGY DAY
+$53.0M
1,487,296
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
BKAG
BNY MELLON
+$42.0M
1,293,498
+303%
增持
ACIO
ETF APTUS
+$34.9M
1,060,568
+13044%
增持
BKLC
BNY MELLON
+$32.0M
1,176,831
+28%
增持
INTF
ISHARES U S
+$28.5M
1,971,304
+91%
减持
XLE
SECTOR ENERGY
-$27.7M
163,215
-64%
减持
XLK
SECTOR TECHNOLOGY
-$25.6M
186,437
-50%
增持
LRGF
ISHARES U S
+$25.2M
1,149,058
+65%
减持
XLI
SECTOR INDUSTRIAL
-$24.5M
34,996
-88%
增持
SHV
ISHARES SHORT
+$22.8M
300,846
+221%
增持
IVV
ISHARES CORE
+$22.6M
361,625
+3%
减持
CWB
SPDR BLOOMBERG
-$22.6M
20,488
-94%
减持
EWZ
ISHARES MSCI
-$22.6M
45,616
-94%
清仓
—
ISHARES IBONDS
-$21.8M
0
-100%
减持
EFG
ISHARES MSCI
-$20.2M
251,652
-51%
清仓
—
INVESCO BULLETSHARES
-$20.0M
0
-100%
减持
EWJ
ISHARES MSCI
-$19.8M
81,994
-80%
减持
INDA
ISHARES MSCI
-$19.5M
106,964
-81%
清仓
EWY
ISHARES MSCI
-$18.6M
0
-100%
增持
RDVY
FIRST TRUST
+$18.5M
778,625
+65%
减持
AAPL
APPLE INC
+$17.5M
908,385
-1%
增持
MSFT
MICROSOFT CORP
+$16.8M
245,110
+3%
建仓
PTRB
PGIM ETF TR
+$16.7M
398,187
增持
JUCY
ETF APTUS
+$15.0M
1,196,795
+117%
建仓
RSSB
TIDAL TR II
+$14.8M
698,522
增持
SPY
SPDR S&P
+$14.5M
133,786
+17%
增持
QQQ
INVESCO QQQ
+$14.3M
136,177
+18%
建仓
DRSK
ETF SER
+$14.0M
553,934
减持
FTSM
FIRST TRUST
-$13.9M
63,986
-79%
增持
SPAB
SPDR PORTFOLIO
+$13.0M
599,899
+524%
减持
QUAL
ISHARES MSCI
+$13.0M
999,043
-2%
减持
GTO
INVESCO TOTAL
-$11.9M
133,887
-67%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$11.8M
249,928
增持
BKIE
BNY MELLON
+$11.6M
636,968
+23%
建仓
DUBS
ETF APTUS
+$10.8M
404,785
增持
IYW
ISHARES TECHNOLOGY
+$10.5M
178,328
+64%
增持
BUFR
FIRST TRUST
+$10.3M
434,333
+782%
减持
EFV
ISHARES MSCI
-$10.2M
598,810
-29%
增持
OEF
ISHARES S&P
+$9.4M
83,776
+80%
增持
OMFL
INVESCO RUSSELL
+$9.1M
201,285
+615%
增持
EMXC
ISHARES MSCI
+$8.5M
176,700
+574%
减持
SCHX
SCHWAB US
+$8.3M
1,450,224
-0%
减持
AMZN
AMAZON COM
+$8.0M
370,675
-2%
清仓
FNDE
SCHWAB FUNDAMENTAL
-$7.9M
0
-100%
减持
VEA
VANGUARD FTSE
-$7.1M
447,555
-31%
增持
DFAC
DIMENSIONAL US
+$7.1M
2,226,586
+1%
增持
IVW
ISHARES S&P
+$6.9M
227,879
+53%
增持
FV
FIRST TRUST
+$6.7M
260,598
+71%
减持
FDL
FIRST TRUST
-$6.5M
130,855
-61%
增持
JPM
JPMORGAN CHASE
+$6.4M
132,145
+19%
减持
SPYM
SPDR PORTFOLIO
+$6.3M
1,732,337
-4%
增持
VTEB
VANGUARD MUNICIPAL
+$6.3M
507,141
+24%
减持
FTC
FIRST TRUST
-$5.7M
44,998
-59%
减持
QCOM
QUALCOMM INC
+$5.7M
225,588
-7%
增持
UCON
FIRST TRUST
+$5.5M
987,328
+24%
增持
XLG
INVESCO S&P
+$5.4M
246,934
+115%
减持
USMV
ISHARES MSCI
-$5.1M
877,178
-14%
增持
LDUR
PIMCO ENHANCED
+$5.1M
120,401
+79%
增持
JMST
JP MORGAN
+$5.1M
118,675
+530%
增持
IXC
ISHARES GLOBAL
+$5.0M
137,944
+1466%
减持
SCHP
SCHWAB US
-$5.0M
71,221
-59%
增持
BILS
SPDR BLOOMBERG
+$5.0M
125,377
+68%
增持
COWZ
PACER US
+$5.0M
123,040
+322%
增持
TLT
ISHARES 20
+$4.9M
182,801
+23%
减持
STIP
ISHARES 0-5
-$4.8M
114,884
-31%
建仓
GOVI
INVESCO EQUAL
+$4.7M
162,080
减持
MTUM
ISHARES MSCI
-$4.7M
194,696
-23%
增持
QQQM
INVESCO NASDAQ
+$4.6M
34,323
+333%
增持
ITOT
ISHARES CORE
+$4.6M
286,903
+6%
增持
VOO
VANGUARD S&P
+$4.6M
86,226
+2%
减持
—
EXXON MOBIL
-$4.5M
201,993
-4%
清仓
—
INVESCO BULLETSHARES
-$4.5M
0
-100%
减持
EMGF
ISHARES MSCI
-$4.4M
538,818
-20%
增持
IBTG
ISHARES IBONDS
+$4.3M
305,733
+154%
增持
V
VISA INC
+$4.2M
78,507
+11%
清仓
—
ISHARES IBONDS
-$4.2M
0
-100%
减持
SOXX
ISHARES SEMICONDUCTOR
+$4.2M
41,155
-0%
增持
AVGO
BROADCOM INC
+$4.1M
10,199
+17%
增持
JNK
SPDR BLOOMBERG
+$4.1M
71,703
+138%
增持
SPYV
SPDR PORTFOLIO
+$3.9M
291,688
+25%
减持
HYD
VANECK HIGH
-$3.9M
65,571
-56%
增持
SPEM
SPDR PORTFOLIO
+$3.8M
258,049
+64%
清仓
SMDV
PROSHARES RUSSELL
-$3.8M
0
-100%
增持
IEMG
ISHARES CORE
+$3.7M
427,914
+14%
增持
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$3.7M
111,041
+651%
建仓
RSBT
TIDAL TR II
+$3.7M
212,890
减持
GLD
SPDR GOLD
-$3.7M
85,562
-27%
增持
VGSH
VANGUARD SHORT
+$3.6M
160,227
+62%
增持
MBB
ISHARES MBS
+$3.6M
218,370
+14%
增持
—
ISHARES IBONDS
+$3.6M
577,471
+35%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.6M
185,211
+62%
减持
BIL
SPDR BLOOMBERG
-$3.5M
120,780
-24%
增持
BOXX
EA SERIES TRUST
+$3.5M
36,066
+1252%
增持
BOND
PIMCO ACTIVE
+$3.5M
71,855
+101%
增持
IJR
ISHARES CORE
+$3.5M
184,307
+6%
减持
LTPZ
PIMCO ETF TR
-$3.5M
11,347
-86%
增持
BKMC
BNY MELLON
+$3.4M
45,328
+441%
增持
GOOGL
Alphabet Inc Class A
+$3.4M
142,943
+13%
减持
NTSX
WISDOMTREE TR
-$3.4M
6,025
-94%
增持
IBTH
ISHARES IBONDS
+$3.3M
198,000
+293%
增持
GSY
INVESCO ULTRA
+$3.3M
86,729
+334%
增持
ADBE
ADOBE INC
+$3.3M
16,430
+29%
增持
VUG
VANGUARD GROWTH
+$3.1M
55,993
+7%
建仓
—
PROSHARES TR
+$3.1M
327,124
减持
NVDA
NVIDIA CORP
+$3.0M
76,114
-5%
减持
BSV
VANGUARD SHORT
-$3.0M
55,119
-43%
增持
SPYG
SPDR PORTFOLIO
+$3.0M
479,134
+1%
减持
USD
ProShares Ultra Semiconductor
+$3.0M
188,520
-0%
增持
SCHA
SCHWAB US
+$3.0M
297,794
+11%
清仓
—
INVESCO HIGH
-$2.9M
0
-100%
增持
GBIL
GOLDMAN SACHS
+$2.9M
34,892
+518%
减持
BKLN
INVESCO SENIOR
-$2.8M
1,099,194
-12%
建仓
RSST
TIDAL TR II
+$2.8M
138,589
增持
IXN
ISHARES GLOBAL
+$2.8M
116,929
+30%
减持
MEAR
BLACKROCK SHORT
-$2.8M
1,181,532
-5%
减持
IXJ
ISHARES GLOBAL
-$2.7M
22,358
-60%
清仓
—
INVESCO BULLETSHARES
-$2.7M
0
-100%
减持
VWO
VANGUARD FSTE
-$2.7M
213,201
-27%
减持
VTI
VANGUARD TOTAL
+$2.7M
159,383
-4%
减持
CVX
CHEVRON CORP
-$2.6M
102,575
-4%
减持
VB
VANGUARD SMALL
+$2.6M
109,339
-0%
增持
META
META PLATFORMS
+$2.6M
47,601
+0%
增持
CPRT
COPART INC
+$2.6M
66,502
+338%
增持
—
ISHARES IBONDS
+$2.6M
756,576
+17%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.6M
88,419
减持
MGV
VANGUARD MEGA
-$2.6M
18,241
-59%
减持
PRU
PRUDENTIAL FINANCIAL
-$2.6M
20,362
-59%
减持
BKEM
BNY MELLON
-$2.5M
200,016
-23%
建仓
IDUB
ETF SER
+$2.5M
127,419
增持
IDEV
ISHARES CORE
+$2.5M
67,354
+122%
增持
SPTL
SPDR PORTFOLIO
+$2.5M
604,509
+5%
减持
DBC
INVESCO DB
-$2.5M
84,338
-51%
减持
NOW
SERVICENOW INC
+$2.5M
18,554
-3%
建仓
DMBS
DOUBLELINE ETF TRUST
+$2.5M
49,548
增持
AMT
AMERICAN TOWER
+$2.4M
18,603
+93%
减持
FLOT
ISHARES FLOATING
-$2.4M
439,377
-9%
建仓
TDTF
FLEXSHARES TR
+$2.4M
101,266
减持
PFE
PFIZER INC
-$2.4M
430,783
-3%
增持
SDVY
FIRST TRUST
+$2.4M
229,312
+25%
减持
MNA
INDEXIQ MERGER
-$2.3M
43,352
-63%
增持
IYE
ISHARES U S
+$2.3M
76,441
+241%
增持
UNH
UNITEDHEALTH GROUP
+$2.3M
19,046
+24%
减持
F
FORD MOTOR
-$2.3M
246,007
-42%
增持
SPDW
SPDR PORTFOLIO
+$2.2M
708,199
+1%
增持
BR
BROADRIDGE FINANCIAL
+$2.2M
15,555
+190%
减持
—
DUPONT DE
-$2.2M
14,181
-68%
增持
IWB
ISHARES RUSSELL
+$2.2M
57,668
+5%
减持
KMI
KINDER MORGAN
-$2.2M
64,420
-68%
