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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 75
减持 56
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$38.6M
907,821
-5%
增持
BINC
ISHARES FLEXIBLE
+$34.5M
1,197,517
+121%
减持
IJH
ISHARES CORE
-$31.5M
572,380
-45%
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。
减持
SPYM
SPDR PORTFOLIO
-$30.8M
1,123,335
-26%
增持
NVDA
NVIDIA CORP
-$22.7M
1,111,495
+4%
增持
BBIN
JPMORGAN BETABUILDERS
+$20.9M
1,645,062
+17%
减持
BILS
SPDR BLOOMBERG
-$18.9M
173,279
-52%
减持
IVV
ISHARES CORE
-$18.7M
346,830
-4%
增持
OEF
ISHARES S&P
+$17.9M
139,245
+103%
减持
PTRB
PGIM ETF TR
-$17.8M
203,040
-68%
减持
BKIE
BNY MELLON
-$17.7M
340,239
-44%
减持
SCHG
SCHWAB US
-$16.3M
1,259,646
-27%
增持
IAU
ISHARES GOLD
+$14.6M
324,507
+258%
增持
BIL
SPDR BLOOMBERG
+$14.3M
263,673
+143%
减持
QQQ
INVESCO QQQ
-$14.2M
205,009
-5%
减持
QUAL
ISHARES MSCI
-$14.0M
1,113,403
-3%
建仓
THRO
ISHARES U S
+$13.7M
431,405
增持
TSLA
TESLA INC
-$13.3M
108,511
+6%
增持
OSCV
OPUS SMALL
+$12.8M
1,418,522
+43%
减持
AVGO
BROADCOM INC
-$12.7M
112,866
-17%
减持
ANGL
VANECK FALLEN
-$12.6M
384,557
-54%
增持
AMZN
AMAZON COM
-$12.3M
441,430
+1%
增持
MSFT
MICROSOFT CORP
-$11.0M
284,425
+2%
增持
VONV
VANGUARD RUSSELL
+$10.2M
132,683
+1406%
增持
EMXC
ISHARES MSCI
+$10.1M
645,313
+41%
建仓
HIMU
BLACKROCK ISHARES
+$10.1M
202,928
增持
BRK/B
BERKSHIRE HATHAWAY
+$9.5M
86,226
+7%
减持
IVW
ISHARES S&P
-$9.5M
525,426
-8%
减持
USD
ProShares Ultra Semiconductor
-$9.4M
375,002
-0%
增持
BND
VANGUARD TOTAL
+$9.2M
957,234
+13%
增持
SPYV
SPDR PORTFOLIO
+$9.2M
753,687
+32%
增持
VTIP
VANGUARD SHORT
+$9.0M
185,811
+3721%
减持
IFRA
ISHARES TRUST
-$8.9M
80,396
-70%
增持
VV
VANGUARD LARGE
+$8.8M
67,243
+113%
减持
QTEC
FIRST TRUST
-$8.6M
40,437
-51%
减持
SPSM
SPDR PORTFOLIO
-$8.6M
320,182
-33%
减持
LDUR
PIMCO ENHANCED
-$8.5M
24,478
-78%
建仓
MFSI
MFS Active Exchange Traded Fund International ETF
+$8.4M
326,112
增持
JAAA
JANUS HENDERSON
+$7.9M
267,288
+139%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$7.8M
364,765
增持
IDUB
APTUS INTL
+$7.8M
2,189,580
+16%
增持
VTEB
VANGUARD MUNICIPAL
+$7.5M
1,106,794
+17%
减持
VOO
VANGUARD S&P
-$7.3M
104,378
-8%
减持
VEA
VANGUARD FTSE
-$6.9M
379,016
-31%
增持
IVE
ISHARES S&P
+$6.6M
136,999
+34%
增持
XLK
TECHNOLOGY SELECT
-$6.4M
255,305
+0%
增持
SPLV
INVESCO S&P
+$6.3M
107,270
+335%
建仓
IGEB
ISHARES INVESTMENT
+$6.0M
134,160
减持
INTF
ISHARES INTL
-$5.9M
1,210,005
-20%
减持
IUSG
ISHARES S&P
-$5.8M
101,262
-24%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.7M
8
+700%
建仓
IETC
iShares Evolved US Technology ETF
+$5.6M
75,358
减持
SECT
MAIN SECTOR
-$5.6M
929,112
-4%
减持
TLT
ISHARES 20
-$5.5M
39,901
-62%
减持
IUSB
ISHARES CORE
-$5.5M
1,425,909
-9%
增持
SHY
ISHARES 1-3YR
+$5.4M
232,745
+38%
减持
SUB
ISHARES SHORT
-$5.3M
37,339
-57%
增持
IGLB
ISHARES 10
+$5.2M
210,213
+95%
增持
BKLC
BNY MELLON
+$5.2M
2,172,107
+8%
增持
STIP
ISHARES 0-5
+$5.2M
337,481
+14%
增持
IBHF
ISHARES IBONDS
+$5.1M
292,168
+313%
减持
SPTM
SPDR PORTFOLIO
-$5.1M
48,064
-59%
增持
AGG
ISHARES CORE
+$5.0M
208,072
+29%
建仓
BRTR
BLACKROCK ETF TRUST II
+$5.0M
99,277
建仓
YLD
PRINCIPAL EXCHANGE TRADED FD
+$5.0M
262,430
增持
FBND
FIDELITY TOTAL
+$5.0M
462,778
+29%
增持
DRSK
APTUS DEFINED
+$4.9M
4,455,948
+5%
增持
VCSH
VANGUARD SHORT
+$4.9M
71,353
+622%
建仓
AINP
ALLSPRING EXCHANGE TRADED FU
+$4.7M
188,771
增持
HEFA
ISHARES CURRENCY
+$4.6M
230,833
+113%
减持
SCHX
SCHWAB US
-$4.5M
3,011,806
-2%
增持
DFAC
DIMENSIONAL US
-$4.4M
2,984,535
+0%
增持
NOW
SERVICENOW INC
-$4.4M
17,377
+1%
建仓
XPND
FIRST TR EXCHNG TRADED FD VI
+$4.3M
151,562
减持
RSSB
TIDAL TR II
-$4.2M
913,069
-17%
增持
FLOT
ISHARES FLOATING
+$4.1M
281,114
+39%
增持
TFLO
ISHARES TREASURY
+$4.0M
113,594
+228%
建仓
FNV
FRANCO NEVADA
+$4.0M
25,352
减持
VEU
VANGUARD FTSE
-$3.9M
56,347
-56%
减持
DYNF
ISHARES U S
-$3.8M
1,241,991
-1%
增持
SHYG
ISHARES
+$3.8M
227,191
+64%
增持
GOOG
ALPHABET INC
-$3.7M
190,985
+8%
减持
SMLF
ISHARES MSCI
-$3.7M
152,659
-22%
增持
CGDV
CAPITAL GROUP
+$3.7M
1,055,561
+10%
增持
—
EXXON MOBIL
+$3.7M
255,106
+3%
减持
GIGB
GOLDMAN SACHS
-$3.7M
19,340
-81%
增持
GOOGL
ALPHABET INC
-$3.6M
187,386
+9%
建仓
SIHY
HSBC SCIENTIFIC
+$3.6M
81,425
建仓
CHRD
CHORD ENERGY
+$3.6M
32,071
增持
V
VISA INC
+$3.6M
86,473
+2%
增持
META
META PLATFORMS
+$3.5M
68,135
+12%
减持
SYF
SYNCHRONY FINANCIAL
-$3.5M
7,151
-88%
减持
VTI
VANGUARD TOTAL
-$3.5M
184,097
-1%
增持
BBUS
JPMORGAN BETABUILDERS
+$3.4M
82,460
+78%
清仓
—
ROIVANT SCIENCES
-$3.4M
0
-100%
减持
ZM
ZOOM COMMUNICATIONS
-$3.4M
8,829
-82%
减持
SPTI
SPDR INTERMEDIATE
-$3.3M
122,197
-50%
减持
SPGP
INVESCO S&P
-$3.3M
2,379
-93%
增持
ACIO
APTUS COLLARED
-$3.3M
5,411,427
+2%
减持
FSLR
FIRST SOLAR
-$3.3M
3,373
-84%
建仓
IGF
ISHARES GLOBAL
+$3.3M
60,044
减持
SSUS
DAY HAGEN
-$3.3M
1,212,766
-3%
减持
VLUE
ISHARES MSCI
-$3.2M
115,581
-22%
减持
SOXX
ISHARES SEMICONDUCTOR
-$3.2M
108,764
-1%
减持
EMCB
WISDOMTREE TR
-$3.2M
127,759
-28%
增持
LLY
ELI LILLY
+$3.1M
31,329
+6%
增持
JPST
JPMORGAN
+$3.1M
548,052
+12%
减持
VB
VANGUARD SMALL
-$3.1M
100,544
-5%
增持
IXUS
ISHARES CORE
+$3.1M
229,451
+17%
增持
IEMG
ISHARES CORE
+$3.1M
614,112
+7%
增持
—
AMDOCS LTD
+$3.1M
49,746
+186%
增持
TRMB
TRIMBLE INC
+$3.1M
49,981
+1519%
建仓
JBND
JPMORGAN ACTIVE
+$3.1M
57,010
增持
CVX
CHEVRON CORP
+$3.0M
119,296
+2%
减持
UTHR
UNITED THERAPEUTICS
-$2.9M
2,000
-80%
增持
—
ICON PLC
+$2.9M
18,670
+961%
建仓
AIQ
Global X Artificial Intelligence & Technology ETF
+$2.9M
79,597
增持
—
EVEREST GROUP
+$2.9M
9,587
+489%
建仓
WPM
WHEATON PRECIOUS
+$2.9M
37,161
增持
MTUM
ISHARES MSCI
+$2.9M
132,283
+15%
增持
JPM
JPMORGAN CHASE
+$2.8M
169,458
+5%
减持
VUG
VANGUARD GROWTH
-$2.8M
61,667
-2%
增持
MUB
ISHARES NATIONAL
+$2.8M
313,984
+10%
建仓
FENI
FIDELITY ENHANCED
+$2.8M
92,760
减持
SPYC
SIMPLIFY US
-$2.8M
246,784
-18%
增持
YEAR
AB ULTRA
+$2.7M
60,042
+946%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$2.7M
72,368
+151%
减持
IEI
ISHARES 3-7YR
-$2.7M
9,587
-71%
减持
MDYV
SPDR SERIES
-$2.6M
5,350
-86%
增持
IDEV
ISHARES CORE
+$2.6M
80,662
+75%
增持
FTSD
FRANKLIN SHORT
+$2.6M
64,570
+78%
增持
MBB
ISHARES MBS
+$2.6M
249,569
+10%
增持
EFG
ISHARES MSCI
+$2.6M
281,104
+6%
减持
JMST
JPMORGAN
-$2.5M
436,721
-10%
减持
GLD
SPDR GOLD
+$2.5M
82,412
-6%
增持
IBTI
ISHARES IBONDS
+$2.5M
225,675
+96%
增持
ABBV
ABBVIE INC
+$2.5M
58,218
+7%
增持
FTGS
FIRST TRUST
+$2.5M
497,159
+27%
减持
IWM
ISHARES RUSSELL
-$2.4M
70,919
-5%
增持
IWB
ISHARES RUSSELL
+$2.4M
69,728
+18%
增持
LRGF
ISHARES U S
-$2.4M
1,112,960
+1%
增持
JMUB
JPMORGAN
+$2.4M
348,460
+16%
减持
COF
CAPITAL ONE
-$2.4M
10,918
-55%
增持
SPY
SPDR S&P
+$2.4M
203,537
+7%
减持
SPTL
SPDR PORTFOLIO
-$2.4M
491,516
-18%
增持
CGGO
CAPITAL GROUP
+$2.4M
195,312
+81%
增持
BUFR
FIRST TRUST
+$2.4M
840,135
+13%
增持
EMB
ISHARES JPMORGAN
+$2.4M
65,314
+63%
减持
JUCY
APTUS ENHANCED
-$2.3M
1,151,592
-8%
减持
VGT
VANGUARD INFORMATION
-$2.3M
25,966
-1%
