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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 71
减持 65
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
ACIO
ETF APTUS
+$61.2M
2,915,507
+117%
增持
DYNF
BLACKROCK U S
+$57.7M
1,669,128
+258%
增持
IUSB
ISHARES CORE
+$51.6M
1,527,143
+298%
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
BKLC
BNY MELLON
+$40.7M
1,781,772
+23%
增持
DRSK
ETF SER
+$38.8M
2,038,464
+234%
增持
NVDA
NVIDIA CORP
+$37.0M
932,183
+977%
减持
AAPL
APPLE INC
+$34.6M
917,607
-1%
增持
GSEW
GOLDMAN SACHS
+$34.2M
580,946
+492%
增持
IVW
ISHARES S&P
+$32.0M
555,769
+141%
增持
BBIN
JPMORGAN BETABUILDERS
+$30.0M
912,119
+130%
减持
LRGF
ISHARES U S
-$29.5M
612,887
-48%
减持
INTF
ISHARES U S
-$29.1M
1,047,871
-48%
减持
SCHX
SCHWAB US
-$27.5M
1,000,923
-32%
增持
QUAL
ISHARES MSCI
+$25.5M
1,174,146
+10%
增持
QQQ
INVESCO QQQ
+$23.5M
173,462
+29%
减持
MEAR
BLACKROCK SHORT
-$23.4M
703,289
-40%
减持
HYG
ISHARES IBOXX
-$23.4M
25,164
-92%
减持
USMV
ISHARES MSCI
-$23.0M
590,663
-32%
增持
BND
VANGUARD TOTAL
+$22.2M
680,924
+84%
增持
DFAC
DIMENSIONAL US
+$21.9M
3,059,455
+27%
减持
BKLN
INVESCO SENIOR
-$21.5M
125,309
-89%
减持
FLOT
ISHARES FLOATING
-$21.3M
37,575
-92%
减持
SHV
ISHARES SHORT
-$19.9M
126,455
-59%
增持
DUBS
ETF APTUS
+$19.5M
1,223,957
+103%
减持
EFIV
SPDR SERIES
-$19.0M
85,608
-82%
增持
VTEB
VANGUARD MUNICIPAL
+$18.9M
760,539
+101%
减持
VLUE
ISHARES MSCI
-$18.1M
257,005
-38%
增持
OSCV
ETF SOLUTIONS
+$17.5M
612,899
+507%
减持
DFAE
DIMENSIONAL EMERGING
-$17.2M
433,276
-62%
增持
EFG
ISHARES MSCI
+$16.3M
406,313
+67%
增持
IDUB
ETF SER
+$16.0M
1,384,371
+130%
增持
SPYM
SPDR PORTFOLIO
+$15.7M
1,907,796
+10%
减持
BKIE
BNY MELLON
-$14.8M
468,086
-29%
减持
SMLF
ISHARES MSCI
-$14.4M
217,030
-50%
增持
SPYG
SPDR PORTFOLIO
+$13.2M
703,952
+19%
增持
QQQM
INVESCO NASDAQ
+$13.0M
136,687
+80%
增持
IVE
ISHARES S&P
+$12.8M
113,650
+168%
减持
DFCF
DIMENSIONAL CORE
-$12.4M
391,847
-43%
增持
OEF
ISHARES S&P
+$12.4M
104,483
+70%
减持
VOT
VANGUARD MID
-$12.3M
16,285
-76%
增持
IVV
ISHARES CORE
+$11.8M
373,225
+2%
增持
CGDV
CAPITAL GROUP
+$11.4M
474,444
+266%
增持
HEFA
ISHARES CURRENCY
+$11.3M
454,631
+224%
减持
SCHA
SCHWAB US
-$11.1M
186,577
-54%
增持
DFUV
DIMENSIONAL US
+$11.0M
969,435
+46%
增持
VWO
VANGUARD FSTE
+$10.6M
665,717
+50%
减持
VOE
VANGUARD MID
-$10.5M
34,011
-66%
减持
TLT
ISHARES 20
-$9.9M
74,777
-58%
增持
SPY
SPDR S&P
+$9.5M
150,645
+9%
减持
FDVV
FIDELITY COVINGTON
-$9.4M
304,789
-42%
减持
BKEM
BNY MELLON
-$9.1M
46,028
-78%
增持
IEMG
ISHARES CORE
+$9.0M
606,408
+34%
减持
VCIT
VANGUARD INTERMEDIATE
-$8.8M
116,575
-48%
建仓
PYLD
PIMCO ENHANCED
+$8.8M
344,094
建仓
SMTH
Alps ETF Tr Smith Core Plus
+$8.7M
343,238
增持
LMBS
FIRST TRUST
+$8.4M
264,133
+196%
减持
SCHG
SCHWAB US
-$8.3M
109,497
-48%
减持
DFAR
DIMENSIONAL US
-$8.0M
145,011
-71%
增持
DFSD
DIMENSIONAL SHORT
+$7.9M
221,419
+316%
减持
SCHF
SCHWAB INTL
-$7.9M
109,096
-65%
减持
VNQ
VANGUARD REAL
-$7.8M
49,908
-64%
减持
BKAG
BNY MELLON
-$7.6M
1,151,932
-13%
增持
RSP
INVESCO S&P
+$7.6M
173,631
+40%
增持
USD
ProShares Ultra Semiconductor
+$7.5M
188,526
+0%
增持
SDVY
FIRST TRUST
+$7.2M
553,136
+71%
建仓
EMCB
WISDOMTREE TR
+$6.8M
106,033
增持
GOOGL
ALPHABET INC
+$6.8M
169,811
+6%
减持
IFRA
ISHARES TRUST
-$6.6M
174,123
-46%
减持
ICSH
BLACKROCK ULTRA
-$6.5M
4,073
-97%
增持
JMST
JP MORGAN
+$6.2M
320,877
+62%
减持
XSOE
WISDOMTREE EMERGING
-$6.2M
25,922
-89%
增持
SPDW
SPDR PORTFOLIO
+$6.2M
895,176
+27%
增持
JAAA
JANUS DETROIT
+$6.1M
132,136
+950%
减持
SCHC
SCHWAB INTL
-$5.7M
35,090
-82%
建仓
EYLD
CAMBRIA EMERGING
+$5.6M
163,959
减持
ADME
ETF SER SOLUTIONS
-$5.5M
35,851
-79%
减持
QCOM
QUALCOMM INC
+$5.5M
220,030
-3%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$5.4M
39,354
-86%
减持
VYM
VANGUARD HIGH
-$5.2M
180,188
-18%
增持
RSSB
TIDAL TR II
+$5.1M
1,004,859
+27%
增持
IXUS
ISHARES CORE
+$5.0M
128,130
+140%
减持
BKHY
BNY MELLON
-$4.9M
36,992
-74%
减持
IWM
ISHARES RUSSELL
-$4.4M
65,481
-22%
减持
BKMC
BNY MELLON
-$4.2M
4,576
-90%
减持
JEPI
JPMORGAN
-$4.2M
373,293
-15%
减持
IXC
ISHARES GLOBAL
-$4.0M
88,831
-50%
减持
EWJ
ISHARES MSCI
-$3.9M
55,230
-48%
增持
AVGO
BROADCOM INC
+$3.6M
11,205
+3%
增持
PULS
PGIM ULTRA
+$3.6M
116,523
+160%
增持
IYW
ISHARES TECHNOLOGY
+$3.5M
184,010
+3%
减持
MSFT
MICROSOFT CORP
+$3.4M
253,183
-3%
建仓
NOV
NOV INC
+$3.4M
176,691
减持
REGL
Proshares Tr S&P Midcap 400 Div Aristocrats ETF
-$3.3M
6,399
-87%
增持
MBB
ISHARES MBS
+$3.3M
237,831
+18%
增持
PHYS
SPROTT PHYSICAL
+$3.2M
626,883
+34%
减持
XLK
SECTOR TECHNOLOGY
+$3.2M
199,018
-1%
增持
TSM
TAIWAN SEMICONDUCTOR
+$3.1M
49,579
+23%
增持
TLH
ISHARES 10-20YR
+$3.1M
64,403
+91%
减持
FALN
ISHARES FALLEN
-$3.1M
27,660
-80%
减持
SCHV
SCHWAB US
-$3.0M
75,810
-33%
减持
SPSM
SPDR PORTFOLIO
-$3.0M
605,714
-7%
建仓
SLYG
SPDR SERIES
+$3.0M
34,795
减持
SPEM
SPDR PORTFOLIO
-$3.0M
159,347
-36%
增持
VOO
VANGUARD S&P
+$3.0M
99,966
+2%
增持
—
ISHARES IBONDS
+$2.9M
940,887
+15%
增持
FBND
FIDELITY TOTAL
+$2.9M
231,895
+40%
减持
V
VISA INC
-$2.9M
75,800
-7%
增持
SPTL
SPDR PORTFOLIO
+$2.9M
648,679
+23%
增持
XLE
SECTOR ENERGY
+$2.8M
202,645
+22%
增持
WMT
WALMART INC
+$2.8M
206,105
+11%
减持
LLY
ELI LILLY
+$2.8M
26,561
-3%
减持
INDA
ISHARES MSCI
-$2.8M
70,904
-46%
增持
BILS
SPDR BLOOMBERG
+$2.7M
136,148
+26%
建仓
ARGT
GLOBAL X FDS
+$2.7M
47,869
建仓
STBA
S&T BANCORP
+$2.7M
81,114
增持
IBTG
ISHARES IBONDS
+$2.7M
617,350
+24%
减持
SECT
NORTHERN LIGHTS
-$2.7M
1,014,546
-6%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$2.7M
309,380
+54%
建仓
—
TOWER SEMICONDUCTOR
+$2.7M
67,961
减持
GOOG
ALPHABET INC
+$2.6M
167,776
-9%
建仓
CALM
CAL MAINE FOODS
+$2.6M
42,203
增持
MUB
ISHARES NATIONAL
+$2.5M
235,178
+12%
增持
JUCY
ETF APTUS
+$2.5M
1,294,329
+10%
减持
MTUM
ISHARES MSCI
-$2.4M
162,161
-11%
减持
HD
HOME DEPOT
-$2.4M
49,582
-2%
增持
META
META PLATFORMS
+$2.4M
52,696
+6%
建仓
FRDM
EA SERIES TRUST
+$2.4M
68,102
清仓
HCC
WARRIOR MET
-$2.4M
0
-100%
增持
IBTH
ISHARES IBONDS
+$2.4M
508,556
+27%
增持
VGT
VANGUARD INFORMATION
+$2.3M
23,400
+10%
减持
GSY
INVESCO ULTRA
-$2.3M
11,496
-80%
增持
CGMS
CAPITAL GROUP
+$2.3M
172,035
+101%
增持
RSST
TIDAL TR II
+$2.3M
244,482
+55%
增持
COST
COSTCO WHOLESALE
+$2.3M
18,653
+1%
增持
STIP
ISHARES 0-5
+$2.3M
99,815
+29%
减持
TDTF
FLEXSHARES TR
-$2.2M
16,464
-85%
清仓
—
TRICON RESIDENTIAL
-$2.2M
0
-100%
增持
INTC
INTEL CORP
-$2.2M
168,394
+0%
减持
ONEY
SPDR RUSSELL
-$2.2M
4,511
-82%
减持
IEFA
ISHARES CORE
-$2.2M
675,566
-2%
清仓
—
HOLLYSYS AUTOMATION
-$2.2M
0
-100%
增持
XLU
SELECT UTILITIES
+$2.2M
104,950
+39%
减持
BIL
SPDR BLOOMBERG
-$2.2M
254,834
-9%
增持
IOO
ISHARES GLOBAL
+$2.1M
40,535
+105%
减持
IWL
ISHARES TR
-$2.1M
13,066
-57%
增持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
279,966
+22%
减持
UPS
UNITED PARCEL
-$2.0M
47,534
-17%
减持
SOXX
ISHARES SEMICONDUCTOR
+$2.0M
112,392
-1%
减持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$2.0M
14,298
-76%
增持
ADBE
ADOBE INC
+$2.0M
19,271
+12%
