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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 108
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
ACIO
APTUS COLLARED
+$67.0M
6,674,953
+23%
增持
NVDA
NVIDIA CORP
+$60.6M
1,146,070
+3%
增持
BKLC
BNY MELLON
+$56.5M
2,427,445
+12%
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
MSFT
MICROSOFT CORP
+$49.0M
313,235
+10%
增持
DRSK
APTUS DEFINED
+$47.8M
5,889,912
+32%
增持
FBND
FIDELITY TOTAL
+$36.2M
1,252,140
+171%
增持
SCHP
SCHWAB US
+$34.6M
1,437,940
+919%
减持
BKAG
BNY MELLON
-$25.6M
682,601
-47%
增持
IDUB
APTUS INTL
+$25.3M
3,187,302
+46%
增持
BBIN
JPMORGAN BETABUILDERS
+$24.8M
1,866,207
+13%
增持
KVYO
KLAVIYO INC
+$23.4M
830,451
+455%
增持
GSEW
GOLDMAN SACHS
+$23.3M
1,262,686
+21%
增持
OSCV
OPUS SMALL
+$21.7M
1,969,227
+39%
增持
BKIE
BNY MELLON
+$21.4M
553,450
+63%
增持
SPY
SPDR S&P
+$20.0M
216,695
+6%
增持
IEMG
ISHARES CORE
+$20.0M
885,608
+44%
增持
DUBS
APTUS LARGE
+$20.0M
2,061,090
+28%
增持
AMZN
AMAZON COM
+$19.0M
469,358
+6%
减持
STIP
ISHARES 0-5
-$17.6M
168,453
-50%
减持
QQQ
INVESCO QQQ
+$16.5M
204,145
-0%
增持
THRO
ISHARES U S
+$15.7M
826,281
+92%
增持
SPYG
SPDR PORTFOLIO
+$15.5M
954,990
+2%
增持
META
META PLATFORMS
+$14.1M
72,312
+6%
增持
AVGO
BROADCOM INC
+$14.0M
119,507
+6%
增持
SPYV
SPDR PORTFOLIO
+$13.9M
1,000,442
+33%
增持
QQQM
INVESCO NASDAQ
+$13.1M
253,745
+10%
增持
DYNF
ISHARES U S
+$12.8M
1,347,703
+9%
增持
JPM
JPMORGAN CHASE
+$12.0M
184,812
+9%
减持
QUAL
ISHARES MSCI
+$11.9M
1,106,077
-1%
增持
NOW
SERVICENOW INC
+$11.8M
24,904
+43%
增持
DFAC
DIMENSIONAL US
+$11.6M
3,070,746
+3%
增持
AAPL
APPLE INC
-$10.8M
930,271
+2%
减持
JUCY
APTUS ENHANCED
-$10.7M
700,966
-39%
增持
SCHG
SCHWAB US
+$10.1M
1,424,503
+13%
增持
BND
VANGUARD TOTAL
+$9.6M
1,085,928
+13%
增持
SCHX
SCHWAB US
+$9.4M
3,106,087
+3%
增持
VOO
VANGUARD S&P
+$9.4M
110,947
+6%
减持
SECT
MAIN SECTOR
-$9.4M
655,583
-29%
增持
PLTR
PALANTIR TECHNOLOGIES
+$9.3M
156,200
+10%
增持
SPDW
SPDR DEVELOPED
+$9.2M
1,015,227
+16%
增持
IYW
ISHARES TECHNOLOGY
+$9.1M
150,521
+24%
增持
VTI
VANGUARD TOTAL
+$8.9M
195,750
+6%
增持
EFV
ISHARES MSCI
+$8.7M
433,356
+36%
增持
INTF
ISHARES INTL
+$8.7M
1,344,337
+11%
增持
TSLA
TESLA INC
+$8.6M
115,688
+7%
增持
FRDM
FREEDOM 100
+$8.5M
250,227
+462%
增持
SPYM
SPDR PORTFOLIO
+$8.4M
1,131,592
+1%
增持
XLG
INVESCO S&P
+$8.3M
630,288
+18%
增持
BIL
SPDR BLOOMBERG
+$8.0M
350,855
+33%
减持
IVW
ISHARES S&P
+$8.0M
515,263
-2%
建仓
BAI
ISHARES A I
+$7.9M
275,467
减持
XLK
TECHNOLOGY SELECT
+$7.9M
239,246
-6%
减持
EMXC
ISHARES MSCI
-$7.7M
441,177
-32%
增持
NFLX
NETFLIX INC
+$7.7M
14,070
+17%
建仓
BKDV
BNY Mellon Etf Trust II Dynamic Value Etf
+$7.4M
278,776
减持
USD
ProShares Ultra Semiconductor
+$7.1M
300,718
-20%
清仓
SMTH
Alps ETF Tr Smith Core Plus
-$7.1M
0
-100%
增持
BINC
ISHARES FLEXIBLE
+$7.0M
1,320,013
+10%
增持
ORCL
ORACLE CORP
+$7.0M
72,124
+15%
减持
LRGF
ISHARES U S
+$6.9M
1,112,784
-0%
增持
WMT
WALMART INC
+$6.9M
272,013
+21%
增持
SPTL
SPDR PORTFOLIO
+$6.6M
751,671
+53%
减持
UNH
UNITEDHEALTH GROUP
-$6.4M
23,716
-10%
增持
IUSB
ISHARES CORE
+$6.4M
1,559,213
+9%
增持
IUSG
ISHARES S&P
+$6.4M
127,918
+26%
增持
CGDV
CAPITAL GROUP
+$6.3M
1,113,000
+5%
增持
GOOG
ALPHABET INC
+$6.3M
203,574
+7%
增持
IVE
ISHARES S&P
+$6.2M
165,169
+21%
增持
VWO
VANGUARD FSTE
+$6.1M
900,333
+6%
增持
DCOR
DIMENSIONAL US
+$6.0M
328,949
+26%
减持
JAVA
JPMORGAN ACTIVE
-$6.0M
6,886
-93%
增持
IEFA
ISHARES CORE
+$6.0M
638,006
+2%
增持
MTUM
ISHARES MSCI
+$5.9M
135,967
+3%
增持
COF
CAPITAL ONE
+$5.8M
36,685
+236%
建仓
JMTG
JPMORGAN MORTGAE
+$5.7M
112,637
增持
MBB
ISHARES MBS
+$5.5M
307,598
+23%
增持
VUG
VANGUARD GROWTH
+$5.4M
64,541
+5%
减持
SOXX
ISHARES SEMICONDUCTOR
+$5.4M
108,470
-0%
增持
IEF
ISHARES 7-10YR
+$5.3M
169,488
+48%
减持
HEFA
ISHARES CURRENCY
-$5.2M
84,104
-64%
增持
IWL
ISHARES RUSSELL
+$5.1M
36,466
+923%
增持
AXON
AXON ENTERPRISE
+$4.9M
15,579
+2%
减持
SPLV
INVESCO S&P
-$4.8M
43,642
-59%
增持
PWR
QUANTA SERVICES
+$4.7M
29,486
+17%
增持
OEF
ISHARES S&P
+$4.7M
139,349
+0%
增持
BILS
SPDR BLOOMBERG
+$4.5M
218,687
+26%
增持
FAS
Direxion Financial Bull 3X
+$4.5M
29,463
+878%
增持
RDVY
FIRST TRUST
+$4.5M
940,700
+1%
清仓
—
DISCOVER FINANCIAL
-$4.3M
0
-100%
增持
V
VISA INC
+$4.3M
97,446
+13%
减持
VONV
VANGUARD RUSSELL
-$4.2M
79,061
-40%
增持
GOOGL
Alphabet Inc Class A
+$4.2M
188,110
+0%
增持
HIMU
ISHARES HIGH
+$4.1M
290,296
+43%
增持
VTEB
VANGUARD MUNICIPAL
+$4.1M
1,202,728
+9%
建仓
LQDH
ISHARES INTEREST
+$4.0M
43,505
减持
IGLB
ISHARES 10
-$4.0M
131,220
-38%
增持
SLV
ISHARES SILVER
+$3.8M
237,760
+84%
减持
SHYG
ISHARES
-$3.8M
135,890
-40%
增持
GEV
GE VERNOVA
+$3.8M
12,814
+30%
增持
EFG
ISHARES MSCI
+$3.8M
284,493
+1%
增持
IDXX
IDEXX LABS INC
+$3.7M
14,645
+50%
增持
PGR
PROGRESSIVE CORP
+$3.6M
43,086
+54%
建仓
USMC
PRINCIPAL US
+$3.5M
56,211
增持
MA
MASTERCARD INC
+$3.4M
20,128
+40%
增持
IJH
ISHARES CORE
+$3.4M
593,928
+4%
增持
FWD
AB DISRUPTORS
+$3.4M
125,920
+12%
增持
BR
BROADRIDGE FINANCIAL
+$3.3M
43,789
+44%
增持
COST
COSTCO WHOLESALE
+$3.2M
22,627
+12%
减持
CRWD
CROWDSTRIKE HOLDINGS
+$3.2M
22,114
-3%
增持
AMT
AMERICAN TOWER
+$3.2M
53,775
+34%
增持
SPEM
SPDR EMERGING
+$3.2M
197,777
+47%
减持
VGT
VANGUARD INFORMATION
+$3.1M
25,906
-0%
增持
BUFR
FIRST TRUST
+$3.1M
880,923
+5%
增持
BILZ
PIMCO ULTRA
+$3.0M
41,601
+261%
减持
TSEC
Touchstone Securitized Inc ETF
-$3.0M
28,878
-80%
增持
DGRO
ISHARES CORE
+$3.0M
284,390
+16%
建仓
CSMD
CONGRESS SMID
+$3.0M
96,254
增持
IBM
INTL BUSINESS
+$2.9M
51,597
+5%
增持
DFSD
DIMENSIONAL SHORT
+$2.9M
375,453
+18%
建仓
FTCB
FIRST TRUST
+$2.9M
138,344
增持
GE
GE AEROSPACE
+$2.9M
36,066
+13%
增持
VXUS
VANGUARD TOTAL
+$2.9M
201,461
+13%
增持
CGGO
CAPITAL GROUP
+$2.9M
263,118
+35%
增持
BBUS
JPMORGAN BETABUILDERS
+$2.9M
99,917
+21%
增持
CPRT
COPART INC
+$2.8M
206,104
+60%
减持
FIXD
FIRST TRUST
-$2.8M
43,257
-60%
增持
FTGS
FIRST TRUST
+$2.8M
513,859
+3%
减持
TFLO
ISHARES TREASURY
-$2.8M
59,144
-48%
增持
SNOW
SNOWFLAKE INC
+$2.7M
21,767
+48%
增持
BRK/B
Berkshire Hathaway Inc Class B
+$2.7M
100,012
+16%
清仓
—
BARRICK GOLD
-$2.6M
0
-100%
增持
ROP
ROPER TECHNOLOGIES
+$2.6M
16,154
+45%
增持
PM
PHILIP MORRIS
+$2.6M
53,164
+19%
减持
AMD
ADVANCED MICRO
+$2.6M
76,659
-5%
建仓
EWW
ISHARES MSCI
+$2.6M
42,683
增持
IBTI
ISHARES IBONDS
+$2.6M
340,157
+51%
减持
FTSD
FRANKLIN SHORT
-$2.6M
36,131
-44%
建仓
B
BARRICK MINING
+$2.6M
123,492
清仓
—
PATTERSON COS
-$2.5M
0
-100%
增持
HOOD
ROBINHOOD MARKETS
+$2.5M
35,282
+88%
减持
VGSH
VANGUARD SHORT
-$2.5M
228,362
-16%
增持
CVX
CHEVRON CORP
-$2.5M
121,959
+2%
减持
XLY
CONSUMER DISCRETIONARY
-$2.5M
17,129
-46%
增持
SPSM
SPDR PORTFOLIO
+$2.5M
364,399
+14%
减持
PHYS
SPROTT PHYSICAL
-$2.4M
447,302
-22%
增持
USTB
VICTORYSHARES SHORT
+$2.4M
98,105
+91%
增持
AMAT
APPLIED MATERIALS
+$2.3M
39,906
+17%
增持
SPTI
SPDR INTERMEDIATE
+$2.3M
202,596
+66%
增持
FANG
DIAMONDBACK ENERGY
+$2.3M
61,809
+60%
增持
JGRO
JPMORGAN ACTIVE
+$2.3M
114,391
+12%
