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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 91
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
ACIO
Aptus Collared Income Opportunity ETF
+$41.0M
5,284,684
+22%
减持
QUAL
ISHARES MSCI
-$39.0M
1,147,164
-15%
增持
NVDA
NVIDIA CORP
+$28.4M
1,066,060
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。
+13%
减持
DYNF
BLACKROCK ISHARES
-$27.0M
1,255,441
-32%
增持
AAPL
APPLE INC
+$26.8M
959,519
+5%
增持
AMZN
AMAZON COM
+$26.6M
438,990
+17%
减持
USMV
ISHARES MSCI
-$24.7M
373,870
-41%
增持
SPYG
SPDR PORTFOLIO
+$24.4M
873,178
+38%
增持
LRGF
ISHARES U S
+$23.9M
1,107,292
+51%
增持
QQQ
INVESCO QQQ
+$21.7M
215,877
+19%
减持
EFG
ISHARES MSCI
-$20.9M
263,952
-39%
增持
SPY
SPDR S&P
+$19.4M
190,219
+19%
减持
EFV
ISHARES MSCI
-$18.5M
393,590
-42%
清仓
—
ISHARES IBONDS
-$18.2M
0
-100%
增持
DRSK
Aptus Defined Risk
+$18.1M
4,250,236
+22%
增持
BINC
BLACKROCK ISHARES
+$18.0M
542,084
+186%
增持
TSLA
TESLA INC
+$17.8M
102,581
+14%
减持
OEF
ISHARES S&P
-$15.2M
68,591
-46%
增持
DCOR
DIMENSIONAL US
+$14.9M
235,895
+5680%
减持
EMGF
ISHARES MSCI
-$14.1M
369,586
-40%
增持
XLG
INVESCO S&P
+$14.1M
456,028
+150%
减持
VLUE
ISHARES MSCI
-$14.0M
147,314
-46%
减持
MTUM
ISHARES MSCI
-$13.3M
115,322
-37%
清仓
—
INVESCO BULLETSHARES
-$13.2M
0
-100%
减持
DFUV
DIMENSIONAL US
-$12.3M
697,844
-29%
增持
DUHP
DIMENSIONAL US
+$11.8M
475,305
+282%
增持
XLK
SECTOR TECHNOLOGY
+$11.5M
254,336
+20%
增持
AVGO
BROADCOM INC
+$11.3M
136,136
+16%
增持
SPYV
SPDR PORTFOLIO
+$10.8M
572,099
+63%
增持
VTI
VANGUARD TOTAL
+$10.4M
186,623
+21%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$9.8M
174,637
+2882%
增持
STIP
ISHARES 0-5
+$9.5M
295,264
+48%
减持
JCPB
JPMORGAN CORE
-$9.1M
9,220
-95%
减持
HEFA
ISHARES CURRENCY
-$9.1M
108,538
-70%
增持
FTSL
FIRST TRUST
+$8.8M
205,066
+1301%
增持
JPST
JPMORGAN
+$8.6M
488,465
+54%
增持
IUSB
ISHARES CORE
+$8.3M
1,574,354
+18%
增持
SCHG
SCHWAB US
+$8.0M
1,717,408
+349%
增持
BBIN
JPMORGAN BETABUILDERS
+$8.0M
1,406,805
+23%
增持
BKIE
BNY MELLON
+$7.9M
607,261
+33%
增持
JPM
JPMORGAN CHASE
+$7.8M
161,549
+10%
增持
QQQM
INVESCO NASDAQ
+$7.7M
203,471
+16%
增持
TBIL
RBB US
+$7.6M
406,337
+61%
增持
MSFT
MICROSOFT CORP
+$7.6M
279,364
+9%
清仓
—
INVESCO BULLETSHARES
-$7.5M
0
-100%
增持
IBTG
ISHARES IBONDS
+$7.4M
1,241,811
+37%
减持
DFIV
DIMENSIONAL INTL
-$7.3M
271,687
-39%
减持
IYW
ISHARES TECHNOLOGY
-$6.9M
116,516
-31%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$6.7M
80,302
+25%
增持
VOO
VANGUARD S&P
+$6.5M
113,074
+10%
增持
DUBS
Aptus Large Cap Enhanced Yield ETF
+$6.4M
1,556,143
+12%
增持
VTEB
VANGUARD MUNICIPAL
+$6.4M
945,746
+18%
增持
HD
HOME DEPOT
+$6.3M
68,025
+37%
增持
DFIC
DIMENSIONAL INTL
+$6.2M
361,803
+227%
增持
EMXC
ISHARES MSCI
+$6.0M
459,256
+44%
增持
PLTR
PALANTIR TECHNOLOGIES
+$5.6M
140,785
+3%
增持
GOOG
ALPHABET INC
+$5.5M
176,368
+5%
增持
FTGS
FIRST TRUST
+$5.4M
392,603
+78%
增持
V
VISA INC
+$5.3M
84,546
+8%
增持
IEFA
ISHARES CORE
-$5.3M
699,754
+0%
减持
SPAB
SPDR PORTFOLIO
-$5.2M
131,060
-59%
增持
GOOGL
ALPHABET INC
+$5.1M
172,345
+4%
减持
JUCY
ETF APTUS
-$5.0M
1,254,878
-13%
清仓
—
ISHARES IBONDS
-$5.0M
0
-100%
增持
IFRA
ISHARES TRUST
+$4.7M
270,515
+63%
增持
INTF
ISHARES U S
+$4.7M
1,503,165
+23%
减持
COWZ
PACER US
-$4.6M
59,927
-57%
减持
BKLC
BNY MELLON
+$4.6M
2,014,177
-0%
增持
META
META PLATFORMS
+$4.5M
61,019
+12%
增持
AGG
iShares Core US Aggregate Bond ETF
+$4.5M
160,680
+47%
增持
IVV
ISHARES CORE
+$4.5M
362,793
+0%
增持
SDVY
FIRST TRUST
+$4.5M
691,411
+24%
增持
XLY
CONSUMER DISCRETIONARY
+$4.3M
36,832
+86%
减持
SHM
SPDR NUVEEN
-$4.3M
103,664
-46%
增持
CSHI
NEOS ETF TRUST
+$4.2M
127,076
+199%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$4.1M
152,407
-50%
减持
SMLF
ISHARES MSCI
-$4.1M
195,733
-25%
建仓
IDXX
IDEXX LABS INC
+$4.0M
9,710
增持
GSEW
GOLDMAN SACHS
+$4.0M
1,046,139
+6%
减持
IEMG
ISHARES CORE
-$4.0M
575,676
-3%
减持
VB
VANGUARD SMALL
-$3.9M
105,732
-14%
减持
DFAC
DIMENSIONAL US
-$3.9M
2,973,630
-4%
减持
USFR
WISDOMTREE FLOATING
-$3.9M
174,065
-31%
增持
WFC
WELLS FARGO
+$3.9M
118,071
+51%
增持
OSCV
ETF SOLUTIONS
+$3.8M
989,634
+13%
增持
IDUB
ETF SER
+$3.7M
1,884,755
+20%
增持
JMST
JP MORGAN
+$3.5M
487,739
+17%
增持
WMT
WALMART INC
+$3.5M
221,421
+9%
增持
DFAU
DIMENSIONAL US
+$3.5M
276,285
+43%
增持
QCOM
QUALCOMM INC
-$3.4M
215,859
+0%
减持
AMD
ADVANCED MICRO
-$3.4M
68,877
-3%
增持
—
ISHARES IBONDS
+$3.3M
1,251,806
+13%
清仓
—
ISHARES IBONDS
-$3.3M
0
-100%
增持
XBIL
RBB US
+$3.3M
83,298
+385%
建仓
OZK
BANK OZK
+$3.3M
74,143
清仓
BCC
BOISE CASCADE
-$3.3M
0
-100%
建仓
FTSD
FRANKLIN ETF TR
+$3.3M
36,357
增持
NFLX
NETFLIX INC
+$3.2M
12,312
+12%
清仓
BSMO
INVESCO BULLETSHARES
-$3.2M
0
-100%
减持
ITOT
ISHARES CORE
-$3.2M
196,216
-13%
增持
VUG
VANGUARD GROWTH
+$3.1M
62,619
+7%
清仓
—
SANDSTORM GOLD
-$3.1M
0
-100%
增持
DFAI
DIMENSIONAL INTL
+$3.1M
276,292
+78%
增持
BUFR
FIRST TRUST
+$3.1M
740,813
+14%
建仓
LRCX
LAM RESEARCH
+$3.1M
42,866
增持
DFCF
DIMENSIONAL CORE
+$3.1M
492,167
+23%
建仓
DNOW
DNOW INC
+$3.1M
234,857
增持
CGDV
CAPITAL GROUP
+$3.1M
962,047
+14%
减持
BIL
SPDR BLOOMBERG
-$3.0M
108,316
-23%
增持
XLF
SECTOR FINANCIAL
+$3.0M
465,048
+8%
增持
DFSD
DIMENSIONAL SHORT
+$3.0M
292,370
+30%
减持
—
JANUS HENDERSON
-$3.0M
23,836
-77%
增持
USB
U S BANCORP DE
+$2.9M
90,367
+183%
增持
SCHZ
SCHWAB STRATEGIC TR
-$2.8M
304,841
+48%
增持
BAC
BANK AMERICA
+$2.8M
361,494
+10%
建仓
RDDT
REDDIT INC
+$2.8M
17,006
建仓
HCC
WARRIOR MET
+$2.8M
51,148
增持
FBND
FIDELITY TOTAL
+$2.7M
359,741
+25%
减持
DFAE
DIMENSIONAL EMERGING
-$2.7M
367,958
-16%
减持
ESGU
ISHARES ESG
-$2.7M
132,319
-15%
增持
VV
VANGUARD LARGE
+$2.5M
31,580
+39%
增持
DFEM
DIMENSIONAL EMERGING
+$2.5M
123,698
+378%
增持
VTV
VANGUARD VALUE
+$2.4M
149,608
+14%
减持
XLE
SECTOR ENERGY
-$2.4M
178,489
-11%
减持
AXON
AXON ENTERPRISE
+$2.4M
16,213
-11%
增持
VGSH
VANGUARD SHORT
+$2.4M
303,197
+17%
增持
TLT
ISHARES 20
+$2.4M
105,140
+51%
建仓
ANET
ARISTA NETWORKS
+$2.3M
21,178
增持
—
CYBER ARK
+$2.3M
8,327
+428%
增持
IWF
ISHARES RUSSELL
+$2.3M
31,593
+14%
建仓
BLK
BLACKROCK FDG
+$2.3M
2,238
增持
RSP
INVESCO S&P
+$2.3M
190,550
+10%
增持
SPMO
INVESCO EXCHANGE
+$2.2M
34,947
+195%
减持
IVW
ISHARES S&P
+$2.2M
573,684
-2%
增持
FWD
AB ACTIVE ETFS INC
+$2.2M
85,583
+46%
减持
FV
FIRST TRUST
-$2.2M
200,984
-17%
增持
MUB
ISHARES NATIONAL
+$2.2M
284,427
+10%
减持
TSM
TAIWAN SEMICONDUCTOR
-$2.2M
31,714
-35%
减持
LCTU
BLACKROCK U S
-$2.1M
57,381
-38%
增持
VGT
VANGUARD INFORMATION
+$2.1M
26,315
+8%
减持
GIGB
GOLDMAN SACHS
-$2.1M
101,323
-28%
增持
IGV
ISHARES EXPANDED
+$2.1M
27,326
+282%
减持
ESGD
ISHARES ESG
-$2.1M
22,866
-50%
减持
—
STELLAR BANCORP INC
-$2.0M
34,096
-71%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$2.0M
41,641
-38%
增持
LLY
ELI LILLY
-$2.0M
29,438
+5%
减持
BILZ
PIMCO ULTRA
-$2.0M
9,426
-68%
增持
XEL
XCEL ENERGY
+$2.0M
46,333
+165%
增持
IBMO
ISHARES IBONDS
+$2.0M
304,752
+35%
增持
COST
COSTCO WHOLESALE
+$2.0M
20,520
+8%
