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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 108
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
ACIO
ETF APTUS
+$61.9M
4,318,913
+48%
增持
DRSK
ETF SER
+$43.4M
3,479,070
+71%
增持
QUAL
ISHARES MSCI
+$42.8M
1,356,703
+16%
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
+$36.2M
2,018,483
+13%
增持
GSEW
GOLDMAN SACHS
+$35.4M
991,083
+71%
增持
SCHG
SCHWAB US
+$28.8M
382,380
+249%
增持
BILS
SPDR BLOOMBERG
+$22.7M
363,715
+167%
减持
AAPL
APPLE INC
+$20.3M
916,382
-0%
增持
IJH
ISHARES CORE
+$19.1M
1,034,035
+33%
减持
SPYM
SPDR PORTFOLIO
-$18.6M
1,533,212
-20%
增持
BBIN
JPMORGAN BETABUILDERS
+$18.4M
1,147,546
+26%
增持
CGDV
CAPITAL GROUP
+$15.2M
847,094
+79%
增持
DYNF
BLACKROCK U S
+$13.0M
1,846,764
+11%
增持
BND
VANGUARD TOTAL
+$12.3M
817,328
+20%
增持
OSCV
ETF SOLUTIONS
+$11.7M
876,019
+43%
增持
USFR
WISDOMTREE FLOATING
+$11.2M
251,615
+784%
增持
EFV
ISHARES MSCI
+$10.6M
680,023
+26%
减持
BIL
SPDR BLOOMBERG
-$10.5M
140,880
-45%
增持
STIP
ISHARES 0-5
+$10.3M
199,270
+100%
增持
SPY
SPDR S&P
+$10.1M
160,428
+6%
增持
FLOT
ISHARES FLOATING
+$9.8M
229,208
+510%
增持
VXUS
VANGUARD TOTAL
+$9.1M
168,416
+459%
增持
ANGL
VANECK FALLEN
+$8.9M
802,677
+54%
增持
LRGF
ISHARES U S
+$8.8M
731,132
+19%
增持
VWO
VANGUARD FSTE
+$8.5M
786,735
+18%
增持
USMV
ISHARES MSCI
+$8.3M
634,509
+7%
增持
EMGF
ISHARES MSCI
+$8.3M
619,348
+28%
增持
QQQM
INVESCO NASDAQ
+$8.2M
175,065
+28%
增持
DFAC
DIMENSIONAL US
+$8.1M
3,113,333
+2%
增持
INTF
ISHARES U S
+$7.9M
1,224,727
+17%
增持
SHM
SPDR NUVEEN
+$7.8M
191,038
+567%
增持
OEF
ISHARES S&P
+$7.4M
126,344
+21%
增持
TSLA
TESLA INC
+$7.3M
90,300
+9%
减持
QCOM
QUALCOMM INC
-$7.3M
215,084
-2%
增持
IBTH
ISHARES IBONDS
+$7.2M
811,921
+60%
增持
IBTG
ISHARES IBONDS
+$7.0M
909,304
+47%
增持
DUBS
ETF APTUS
+$6.7M
1,383,398
+13%
增持
GIGB
GOLDMAN SACHS
+$6.3M
140,817
+1842%
增持
GOVI
INVESCO EQUAL
+$6.2M
321,439
+186%
减持
IUSB
ISHARES CORE
-$6.2M
1,333,476
-13%
增持
IDUB
ETF SER
+$5.7M
1,567,051
+13%
增持
MTUM
ISHARES MSCI
+$5.6M
183,461
+13%
增持
QQQ
INVESCO QQQ
+$5.5M
181,604
+5%
增持
VO
VANGUARD MID
+$5.4M
102,061
+15%
增持
IEFA
ISHARES CORE
+$5.4M
697,762
+3%
增持
PWR
QUANTA SERVICES
+$5.2M
21,644
+329%
建仓
KVYO
KLAVIYO INC
+$5.1M
144,530
增持
SPYD
SPDR PORTFOLIO
+$4.9M
120,504
+768%
增持
JMST
JP MORGAN
+$4.9M
416,025
+30%
增持
EFG
ISHARES MSCI
+$4.9M
431,644
+6%
减持
SCHD
SCHWAB US
-$4.9M
258,955
-25%
减持
IVV
ISHARES CORE
+$4.8M
362,470
-3%
增持
SCHX
SCHWAB US
+$4.8M
1,017,882
+2%
增持
META
META PLATFORMS
+$4.6M
54,516
+3%
增持
IVW
ISHARES S&P
+$4.6M
585,025
+5%
增持
VOO
VANGUARD S&P
+$4.4M
103,069
+3%
减持
ADBE
ADOBE INC
-$4.4M
12,198
-37%
增持
EMCB
WisdomTree Emerg Markets Corp Bond
+$4.4M
167,896
+58%
减持
—
LAM RESEARCH CORPORATION
-$4.2M
437
-90%
增持
VGSH
VANGUARD SHORT
+$4.1M
258,586
+35%
增持
JGRO
JP MORGAN
+$4.1M
76,305
+226%
增持
IWD
ISHARES RUSSELL
+$4.1M
43,380
+82%
增持
—
EXXON MOBIL
+$4.0M
243,782
+14%
减持
SPYG
SPDR PORTFOLIO
-$4.0M
631,655
-10%
增持
—
ISHARES IBONDS
+$4.0M
1,103,491
+17%
增持
VB
VANGUARD SMALL
+$4.0M
123,579
+6%
增持
SMLF
ISHARES MSCI
+$4.0M
260,190
+20%
建仓
FELG
FIDELITY COVINGTON
+$3.8M
115,501
增持
BRK/B
BERKSHIRE HATHAWAY
+$3.8M
64,423
+1%
减持
VEA
VANGUARD FTSE
-$3.7M
473,844
-19%
减持
USD
ProShares Ultra Semiconductor
-$3.6M
188,326
-0%
增持
JUCY
ETF APTUS
+$3.6M
1,446,617
+12%
减持
RDVY
FIRST TRUST
+$3.6M
906,653
-1%
增持
ESGU
ISHARES ESG
+$3.6M
156,235
+16%
增持
JIRE
JP MORGAN
+$3.6M
68,437
+360%
减持
JNK
SPDR BLOOMBERG
-$3.6M
37,635
-51%
减持
GOOGL
ALPHABET INC
-$3.4M
165,889
-2%
增持
IXUS
ISHARES CORE
+$3.4M
166,037
+30%
增持
IOT
SAMSARA INC
+$3.4M
233,972
+0%
增持
FSLR
FIRST SOLAR
+$3.4M
18,470
+237%
减持
SPSM
SPDR PORTFOLIO
-$3.3M
479,248
-21%
减持
HEFA
ISHARES CURRENCY
-$3.3M
362,364
-20%
减持
—
INVESCO BULLETSHARES
-$3.3M
625,887
-20%
增持
SPDW
SPDR PORTFOLIO
+$3.2M
922,456
+3%
增持
RSSB
Return Stacked Global Stocks & Bonds ETF
+$3.2M
1,041,385
+4%
增持
EMXC
ISHARES MSCI
+$3.2M
318,986
+16%
增持
VTV
VANGUARD VALUE
+$3.2M
131,277
+7%
增持
VNQ
VANGUARD REAL
+$3.1M
75,102
+50%
减持
VGLT
VANGUARD LONG
-$3.1M
5,495
-91%
增持
AGG
ISHARES CORE
+$3.1M
109,254
+33%
增持
MUB
ISHARES NATIONAL
+$3.1M
258,947
+10%
增持
HD
HOME DEPOT
+$3.1M
49,662
+0%
减持
—
ISHARES IBONDS
-$3.1M
756,554
-14%
增持
FBND
FIDELITY TOTAL
+$3.0M
287,819
+24%
增持
ZM
ZOOM VIDEO
+$3.0M
47,213
+880%
增持
ADM
ARCHER DANIELS
+$3.0M
70,845
+249%
增持
MSFT
MICROSOFT CORP
-$3.0M
256,084
+1%
增持
VLUE
ISHARES MSCI
+$3.0M
270,951
+5%
减持
—
Stellar Bancorp Inc
-$2.9M
115,946
-55%
建仓
—
AXIS CAPITAL
+$2.9M
36,617
增持
BKAG
BNY MELLON
+$2.9M
1,173,146
+2%
增持
VTEB
VANGUARD MUNICIPAL
+$2.9M
802,124
+5%
减持
FDL
FIRST TRUST
-$2.9M
40,713
-66%
增持
DFUV
DIMENSIONAL US
+$2.8M
980,262
+1%
增持
FWD
Ab Disruptors ETF
+$2.8M
58,671
+149%
增持
GLD
SPDR GOLD
+$2.7M
92,887
+1%
增持
VTI
VANGUARD TOTAL
+$2.7M
154,291
+1%
清仓
—
BUNGE GLOBAL
-$2.7M
0
-100%
增持
GOOG
ALPHABET INC
-$2.6M
168,246
+0%
增持
XLK
SECTOR TECHNOLOGY
+$2.6M
211,091
+6%
增持
RSP
INVESCO S&P
+$2.6M
173,794
+0%
清仓
GNTX
GENTEX CORP
-$2.6M
0
-100%
减持
SOXX
ISHARES SEMICONDUCTOR
-$2.6M
108,983
-3%
建仓
—
LEGG MASON
+$2.5M
104,160
减持
AIG
AMERICAN INTL
-$2.5M
12,161
-74%
减持
WMT
WALMART INC
+$2.5M
203,987
-1%
增持
GTO
INVESCO TOTAL
+$2.5M
131,103
+59%
清仓
CHRD
CHORD ENERGY
-$2.5M
0
-100%
增持
SPTI
SPDR INTERMEDIATE
+$2.5M
256,823
+44%
减持
—
GARMIN LTD
-$2.5M
8,038
-66%
增持
KNG
FIRST TRUST
+$2.4M
258,657
+12%
减持
MMIT
NYLI MacKay Muni Intermediate ETF
-$2.3M
48,531
-67%
增持
AVGO
BROADCOM INC
+$2.3M
117,661
+950%
增持
XLV
SECTOR HEALTHCARE
+$2.3M
80,630
+16%
减持
MBB
ISHARES MBS
-$2.3M
203,951
-14%
增持
FDVV
FIDELITY COVINGTON
+$2.2M
325,621
+7%
减持
IYW
ISHARES TECHNOLOGY
-$2.2M
167,980
-9%
增持
JMUB
JP MORGAN
+$2.2M
287,924
+15%
增持
IBM
INTL BUSINESS
+$2.2M
45,055
+0%
增持
GS
GOLDMAN SACHS
+$2.2M
14,874
+30%
增持
IWM
ISHARES RUSSELL
+$2.2M
69,944
+7%
增持
BSCQ
INVESCO BULLETSHARES
+$2.1M
315,700
+50%
增持
DSI
ISHARES MSCI
+$2.1M
45,692
+67%
增持
NOW
SERVICENOW INC
+$2.1M
18,539
+1%
增持
AFL
AFLAC INC
+$2.1M
39,233
+55%
建仓
CSHI
NEOS Enhanced Income CA Alt ETF
+$2.1M
42,506
增持
JEPI
JPMORGAN
+$2.1M
390,985
+5%
减持
EWT
ISHARES INC
-$2.1M
16,068
-70%
增持
GSY
INVESCO ULTRA
+$2.1M
52,763
+359%
减持
SHV
ISHARES SHORT
-$2.1M
107,659
-15%
增持
AXON
AXON ENTERPRISE
+$2.1M
18,129
+3%
减持
DEM
WISDOMTREE EMERGING
-$2.0M
5,087
-90%
增持
DGRO
ISHARES CORE
+$2.0M
210,023
+9%
建仓
TUSI
Touchstone ETF Tr Ultra Short Income ETF
+$2.0M
79,834
增持
BILZ
PIMCO ULTRA
+$2.0M
29,037
+215%
增持
PLTR
PALANTIR TECHNOLOGIES
+$2.0M
136,554
+12%
增持
USXF
ISHARES ESG
+$2.0M
90,422
+71%
减持
JAAA
JANUS DETROIT
-$2.0M
93,725
-29%
增持
PFE
PFIZER INC
+$1.9M
488,757
+12%
增持
TBIL
RBB US
+$1.9M
252,296
+18%
