小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 107
减持 27
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$40.5M
86,544
+14%
增持
BKLC
BNY MELLON
+$37.9M
1,445,285
+23%
增持
QUAL
ISHARES MSCI
+$28.0M
1,064,517
+7%
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
BBIN
JPMORGAN BETABUILDERS
+$21.5M
396,674
+845%
增持
DYNF
BLACKROCK U S
+$20.4M
465,801
+7198%
增持
IVV
ISHARES CORE
+$19.7M
366,002
+1%
增持
MSFT
MICROSOFT CORP
+$17.6M
260,854
+6%
增持
AAPL
APPLE INC
-$16.2M
925,302
+2%
增持
BIL
SPDR BLOOMBERG
+$14.5M
278,516
+131%
增持
AMZN
AMAZON COM
+$14.0M
389,762
+5%
增持
GOVT
ISHARES U S
+$13.8M
673,245
+922%
增持
ACIO
ETF APTUS
+$13.3M
1,345,645
+27%
增持
SPYG
SPDR PORTFOLIO
+$12.1M
590,973
+23%
增持
DFAC
DIMENSIONAL US
+$11.6M
2,401,329
+8%
增持
FSIG
FIRST TRUST
+$10.5M
578,886
+2658%
增持
RDVY
FIRST TRUST
+$10.0M
894,351
+15%
增持
SCHX
SCHWAB US
+$10.0M
1,478,893
+2%
增持
IDUB
ETF SER
+$10.0M
601,069
+372%
增持
VWO
VANGUARD FSTE
+$9.8M
444,065
+108%
减持
SPYM
SPDR PORTFOLIO
+$9.6M
1,729,149
-0%
增持
VOO
VANGUARD S&P
+$9.4M
97,835
+13%
增持
SPY
SPDR S&P
+$8.9M
138,633
+4%
增持
BINC
BLACKROCK FLEXIBLE
+$8.9M
175,367
+2775%
增持
PTRB
PGIM ETF TR
+$8.8M
613,541
+54%
建仓
IOT
SAMSARA INC
+$8.7M
230,431
增持
LRGF
ISHARES U S
+$8.1M
1,182,305
+3%
增持
QQQM
INVESCO NASDAQ
+$8.1M
76,134
+122%
增持
BND
VANGUARD TOTAL
+$7.9M
369,420
+43%
增持
META
META PLATFORMS
+$7.3M
49,751
+5%
增持
VEA
VANGUARD FTSE
+$7.0M
566,832
+27%
增持
DUBS
ETF APTUS
+$6.9M
604,245
+49%
减持
VTEB
VANGUARD MUNICIPAL
-$6.7M
378,794
-25%
减持
SPAB
SPDR PORTFOLIO
-$6.6M
346,093
-42%
增持
QTEC
FIRST TRUST
+$6.5M
70,642
+77%
增持
BUFR
FIRST TRUST
+$6.3M
638,961
+47%
建仓
FTGS
FIRST TRUST
+$6.2M
200,567
增持
GSEW
GOLDMAN SACHS
+$6.1M
98,054
+550%
增持
XLK
SECTOR TECHNOLOGY
+$5.9M
200,741
+8%
增持
SCHA
SCHWAB US
+$5.8M
404,267
+36%
增持
LLY
ELI LILLY
+$5.8M
27,314
+3%
增持
QCOM
QUALCOMM INC
+$5.7M
226,314
+0%
增持
JPM
JPMORGAN CHASE
+$5.5M
139,746
+6%
增持
—
ISHARES IBONDS
+$5.5M
815,247
+41%
减持
TFLO
ISHARES TREASURY
-$5.4M
20,819
-84%
建仓
FTRB
Federated Hermes ETF Trust Total Return
+$5.0M
200,422
增持
VLUE
ISHARES MSCI
+$4.9M
412,777
+5%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$4.8M
59,751
+5%
减持
UCON
FIRST TRUST
-$4.7M
801,893
-19%
减持
GSLC
GOLDMAN SACHS
-$4.6M
47,890
-53%
增持
EMXC
ISHARES MSCI
+$4.6M
250,163
+42%
增持
XLF
SECTOR FINANCIAL
+$4.5M
418,670
+20%
增持
INTF
ISHARES U S
+$4.5M
2,001,916
+2%
增持
IBTH
ISHARES IBONDS
+$4.4M
399,819
+102%
建仓
MAIN
MAIN STREET
+$4.4M
92,469
增持
JPST
JPMORGAN
+$4.3M
328,236
+35%
增持
IBTG
ISHARES IBONDS
+$4.3M
496,971
+63%
增持
—
INVESCO BULLETSHARES
+$4.3M
374,004
+127%
增持
GOOGL
ALPHABET INC
+$4.2M
160,077
+12%
减持
USMV
ISHARES MSCI
+$4.1M
868,334
-1%
增持
BKIE
BNY MELLON
+$4.1M
656,710
+3%
增持
JMST
JP MORGAN
+$4.0M
198,186
+67%
减持
QQQ
INVESCO QQQ
+$3.9M
134,314
-1%
增持
VUG
VANGUARD GROWTH
+$3.8M
61,711
+10%
增持
IVE
ISHARES S&P
+$3.8M
42,389
+79%
增持
—
EXXON MOBIL
+$3.8M
206,237
+2%
增持
AMD
ADVANCED MICRO
+$3.8M
68,149
+18%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$3.8M
66,252
增持
SDVY
FIRST TRUST
+$3.8M
323,867
+41%
减持
STIP
ISHARES 0-5
-$3.7M
77,100
-33%
减持
ITOT
ISHARES CORE
-$3.6M
230,221
-20%
增持
—
INVESCO BULLETSHARES
+$3.6M
880,226
+24%
减持
TIP
ISHARES TIPS
-$3.6M
24,377
-58%
增持
TSLA
TESLA INC
-$3.6M
82,414
+13%
增持
FBND
FIDELITY TOTAL
+$3.6M
166,108
+95%
减持
MTUM
ISHARES MSCI
+$3.5M
181,650
-7%
减持
OEF
ISHARES S&P
-$3.5M
61,530
-27%
增持
HEFA
ISHARES CURRENCY
+$3.4M
140,258
+191%
增持
SPIB
SPDR PORTFOLIO
+$3.4M
112,970
+1019%
增持
IEFA
ISHARES CORE
+$3.3M
690,779
+1%
减持
FTC
FIRST TRUST
-$3.3M
13,176
-71%
增持
PG
PROCTER & GAMBLE
+$3.2M
151,313
+4%
减持
GBIL
GOLDMAN SACHS
-$3.1M
3,330
-90%
增持
XLI
INDUSTRIAL SELECT
+$3.1M
56,517
+61%
清仓
—
PROSHARES TR
-$3.1M
0
-100%
增持
AVGO
BROADCOM INC
+$3.0M
10,852
+6%
增持
FDVV
FIDELITY COVINGTON
+$3.0M
522,951
+7%
增持
XLV
SECTOR HEALTHCARE
+$3.0M
75,093
+26%
增持
IQLT
ISHARES MSCI
+$3.0M
83,025
+896%
减持
FVD
FIRST TRUST
-$2.9M
230,211
-26%
增持
RSSB
TIDAL TR II
+$2.8M
788,527
+13%
减持
SPTL
SPDR PORTFOLIO
-$2.8M
528,759
-13%
增持
—
ISHARES IBONDS
+$2.8M
869,523
+15%
减持
SCHP
SCHWAB US
-$2.7M
19,181
-73%
增持
DIS
WALT DISNEY
+$2.7M
78,059
+3%
清仓
FUMB
FIRST TRUST
-$2.7M
0
-100%
增持
BUFQ
FIRST TRUST
+$2.7M
138,779
+195%
增持
IEI
ISHARES 3-7YR
+$2.6M
29,884
+326%
增持
DFUV
DIMENSIONAL US
+$2.6M
662,215
+1%
增持
EFIV
SPDR SERIES
+$2.6M
465,799
+3%
清仓
DTH
WISDOMTREE INTL
-$2.6M
0
-100%
减持
EFV
ISHARES MSCI
-$2.6M
526,327
-12%
建仓
IBIT
ISHARES BITCOIN TR
+$2.6M
63,324
建仓
U
UNITY SOFTWARE
+$2.5M
92,806
建仓
—
RENAISSANCERE HOLDINGS
+$2.5M
10,540
增持
IUSG
ISHARES S&P
+$2.5M
162,133
+2%
增持
WMT
WALMART INC
+$2.4M
185,389
+235%
增持
EWJ
ISHARES MSCI
+$2.4M
107,202
+31%
增持
MRK
MERCK & COMPANY
+$2.4M
80,273
+7%
增持
SPYV
SPDR PORTFOLIO
+$2.4M
319,093
+9%
建仓
EXE
CHESAPEAKE ENERGY
+$2.4M
26,844
增持
DFAI
DIMENSIONAL INTL
+$2.4M
150,556
+99%
增持
GOOG
ALPHABET INC
+$2.3M
184,984
+1%
增持
V
VISA INC
+$2.3M
81,641
+4%
建仓
MLI
MUELLER INDS
+$2.3M
43,414
增持
IVW
ISHARES S&P
+$2.3M
230,322
+1%
增持
VUSB
VANGUARD ULTRA
+$2.3M
69,324
+207%
增持
IYW
ISHARES TECHNOLOGY
+$2.3M
179,206
+0%
增持
SMLF
ISHARES MSCI
+$2.3M
435,043
+1%
增持
DRSK
ETF SER
+$2.3M
609,642
+10%
建仓
GBTC
GRAYSCALE BITCOIN
+$2.3M
36,104
增持
VGT
VANGUARD INFORMATION
+$2.3M
21,255
+16%
减持
BA
BOEING COMPANY
-$2.3M
30,624
-2%
增持
IXC
ISHARES GLOBAL
+$2.2M
177,947
+29%
建仓
GNTX
GENTEX CORP
+$2.2M
60,363
增持
FIXD
FIRST TRUST
+$2.2M
70,780
+244%
增持
GLD
SPDR GOLD
+$2.2M
89,975
+5%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.1M
112,767
+81%
增持
VBR
VANGUARD SMALL
+$2.1M
24,003
+72%
减持
HSBC
HSBC HOLDINGS
-$2.1M
14,235
-78%
增持
VTV
VANGUARD VALUE
+$2.1M
113,963
+3%
增持
NFLX
NETFLIX INC
+$2.1M
13,394
+7%
增持
VB
VANGUARD SMALL
+$2.1M
110,992
+2%
增持
XLC
SELECT SECTOR
+$2.0M
75,006
+34%
增持
GE
GENERAL ELECTRIC
+$2.0M
31,725
+15%
增持
EWG
ISHARES MSCI
+$2.0M
92,429
+200%
增持
SOXX
ISHARES SEMICONDUCTOR
+$2.0M
113,782
+176%
建仓
—
ROIVANT SCIENCES
+$2.0M
188,684
增持
RDVI
FIRST TRUST
+$2.0M
189,715
+65%
增持
XLE
SECTOR ENERGY
+$2.0M
165,911
+2%
减持
SPTM
SPDR PORTFOLIO
-$2.0M
132,703
-26%
减持
MBB
ISHARES MBS
-$2.0M
200,919
-8%
增持
FTSM
FIRST TRUST
+$2.0M
97,119
+52%
增持
BSCQ
INVESCO BULLETSHARES
+$2.0M
239,187
+75%
增持
MA
MASTERCARD INC
+$1.9M
16,583
+17%
减持
E
E N I SPA
-$1.9M
7,068
-89%
增持
IXUS
ISHARES CORE
+$1.9M
53,361
+104%
减持
ING
ING GROEP
-$1.9M
23,029
-85%
减持
FPE
FIRST TRUST
-$1.9M
105,744
-52%
减持
IJK
ISHARES S&P
+$1.9M
162,351
-0%
增持
OSCV
ETF SOLUTIONS
+$1.9M
101,020
+97%
