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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 93
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$54.5M
963,471
+4%
增持
BBUS
JPMORGAN BETABUILDERS
+$50.9M
514,497
+415%
增持
BKLC
BNY MELLON
+$42.9M
2,573,361
+6%
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
ACIO
APTUS COLLARED
+$42.2M
7,335,218
+10%
增持
NVDA
NVIDIA CORP
+$37.2M
1,169,651
+2%
增持
IEMG
ISHARES CORE
+$32.0M
1,292,351
+46%
减持
IVW
ISHARES S&P
-$25.7M
256,883
-50%
增持
PYLD
PIMCO ENHANCED
+$25.3M
1,275,640
+279%
增持
JIRE
JPMORGAN
+$22.9M
364,545
+559%
减持
INTF
ISHARES INTL
-$22.3M
661,602
-51%
增持
DRSK
APTUS DEFINED
+$20.8M
6,592,015
+12%
增持
BBIN
JPMORGAN BETABUILDERS
+$19.0M
2,066,731
+11%
增持
DYNF
ISHARES U S
+$18.2M
1,547,859
+15%
增持
JPST
JPMORGAN
+$18.2M
901,291
+66%
增持
JMUB
JPMORGAN
+$17.9M
684,085
+105%
增持
SPY
SPDR S&P
+$17.5M
227,255
+5%
增持
JAVA
JPMORGAN ACTIVE
+$17.2M
255,839
+3615%
减持
IVE
ISHARES S&P
-$17.2M
73,200
-56%
增持
JGRO
JPMORGAN ACTIVE
+$16.8M
284,401
+149%
减持
QUAL
ISHARES MSCI
-$16.7M
953,726
-14%
增持
RSP
INVESCO S&P
+$16.7M
271,819
+42%
增持
TSLA
TESLA INC
+$16.4M
119,575
+3%
增持
GOOGL
ALPHABET INC
+$15.9M
201,861
+7%
增持
FWD
AB DISRUPTORS
+$15.8M
267,473
+112%
建仓
DFGP
DIMENSIONAL GLOBAL
+$15.0M
270,282
增持
DUBS
APTUS LARGE
+$14.1M
2,291,918
+11%
增持
OSCV
OPUS SMALL
+$13.2M
2,205,984
+12%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$13.0M
272,513
减持
GOOG
ALPHABET INC
+$12.7M
200,579
-1%
建仓
AUSM
ALLSPRING EXCHANGE TRADED FU
+$12.6M
500,000
增持
MSFT
MICROSOFT CORP
+$12.5M
324,959
+4%
增持
GSEW
GOLDMAN SACHS
+$12.5M
1,357,176
+7%
增持
JGLO
JPMORGAN GLOBAL
+$12.1M
196,189
+1001%
增持
IDUB
APTUS INTL
+$12.1M
3,526,077
+11%
增持
HELO
JPMORGAN HEDGED
+$11.7M
197,019
+968%
增持
XLK
TECHNOLOGY SELECT
+$11.6M
256,025
+7%
增持
QQQM
INVESCO NASDAQ
+$11.4M
279,434
+10%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$11.4M
16,093
-92%
增持
SPYG
SPDR PORTFOLIO
+$11.3M
979,578
+3%
减持
KVYO
KLAVIYO INC
-$11.3M
598,174
-28%
建仓
PMBS
PIMCO MTG
+$11.2M
224,950
增持
ANGL
VANECK FALLEN
+$10.7M
738,558
+91%
增持
OEF
ISHARES S&P
+$10.4M
158,522
+14%
减持
EMGF
ISHARES MSCI
-$9.3M
134,310
-59%
增持
DFIC
DIMENSIONAL INTL
+$9.3M
671,017
+64%
减持
FLOT
ISHARES FLOATING
-$9.3M
57,541
-76%
减持
USFR
WISDOMTREE FLOATING
-$9.2M
23,125
-89%
减持
IVV
ISHARES CORE
+$9.2M
305,277
-3%
增持
JQUA
JPMORGAN US
+$9.0M
171,442
+463%
增持
JMST
JPMORGAN
+$8.9M
599,972
+41%
建仓
DGCB
DIMENSIONAL GLOBAL
+$8.9M
159,631
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$8.8M
234,806
+425%
减持
DFCF
DIMENSIONAL CORE
-$8.8M
279,610
-43%
增持
BAI
ISHARES A I
+$8.5M
480,622
+74%
建仓
FEGE
FIRST EAGLE
+$8.4M
189,936
增持
VOO
VANGUARD S&P
+$8.4M
116,567
+5%
减持
XLG
INVESCO S&P
-$8.1M
430,690
-32%
减持
DFAC
DIMENSIONAL US
+$8.1M
3,062,464
-0%
增持
SPYM
SPDR PORTFOLIO
+$8.1M
1,152,879
+2%
减持
THRO
ISHARES U S
-$8.0M
566,135
-31%
增持
SHLD
GLOBAL X
+$7.9M
116,723
+2628%
建仓
BDYN
ISHARES DYNAMIC
+$7.9M
312,897
增持
VWO
VANGUARD FSTE
+$7.9M
967,821
+7%
减持
IEF
ISHARES 7-10YR
-$7.8M
87,380
-48%
减持
JAAA
JANUS HENDERSON
-$7.8M
126,924
-55%
增持
PLTR
PALANTIR TECHNOLOGIES
+$7.7M
159,161
+2%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$7.3M
194,382
减持
IGEB
ISHARES INVESTMENT
-$7.1M
10,001
-94%
增持
USMC
PRINCIPAL US
+$7.1M
155,596
+177%
增持
SCHG
SCHWAB US
+$7.1M
1,525,782
+7%
增持
CGDV
CAPITAL GROUP
+$7.1M
1,213,477
+9%
减持
DFAI
DIMENSIONAL INTL
-$7.0M
65,192
-76%
增持
AVGO
BROADCOM INC
+$6.9M
120,764
+1%
增持
SCHX
SCHWAB US
+$6.7M
3,136,387
+1%
增持
JPM
JPMORGAN CHASE
+$6.3M
189,880
+3%
减持
DFSD
DIMENSIONAL SHORT
-$6.3M
243,524
-35%
增持
FTSD
FRANKLIN SHORT
+$6.1M
102,504
+184%
减持
BINC
ISHARES FLEXIBLE
-$6.0M
1,197,987
-9%
减持
DFAE
DIMENSIONAL EMERGING
-$5.7M
161,638
-57%
增持
RDVI
FIRST TRUST
+$5.7M
520,737
+65%
减持
VTEB
VANGUARD MUNICIPAL
-$5.6M
1,066,066
-11%
增持
SPDW
SPDR DEVELOPED
+$5.4M
1,086,681
+7%
减持
SHY
ISHARES 1-3YR
-$5.4M
165,823
-28%
减持
HIMU
ISHARES HIGH
-$5.4M
177,550
-39%
增持
LGOV
FIRST TRUST
+$5.4M
629,304
+62%
增持
JBND
JPMORGAN ACTIVE
+$5.4M
182,103
+117%
增持
BOXX
EA SERIES TRUST
+$5.3M
95,508
+92%
增持
IAU
ISHARES GOLD
+$5.2M
334,769
+9%
减持
VCSH
VANGUARD SHORT
-$5.1M
9,640
-87%
增持
GLD
SPDR GOLD
+$5.1M
79,704
+4%
增持
LLY
ELI LILLY
+$5.0M
37,922
+24%
增持
SOXX
ISHARES SEMICONDUCTOR
+$5.0M
113,791
+5%
增持
SPYV
SPDR PORTFOLIO
+$4.9M
1,035,549
+4%
减持
EFV
ISHARES MSCI
-$4.9M
333,834
-23%
增持
ETHA
ISHARES ETHEREUM
+$4.7M
157,354
+1253%
增持
SMMU
PIMCO SHORT
+$4.7M
97,553
+2247%
增持
VYM
VANGUARD HIGH
+$4.7M
210,809
+12%
增持
HOOD
ROBINHOOD MARKETS
+$4.7M
55,623
+58%
增持
HTRB
HARTFORD TOTAL
+$4.6M
222,289
+153%
增持
BKDV
BNY MELLON ETF TRUST II
+$4.6M
433,240
+55%
增持
WMT
WALMART INC
+$4.6M
302,831
+11%
增持
SUB
ISHARES SHORT
+$4.6M
80,972
+112%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$4.6M
39,856
增持
IBIT
ISHARES BITCOIN
+$4.5M
180,573
+53%
增持
ORCL
ORACLE CORP
+$4.5M
72,188
+0%
建仓
TAFI
AB ACTIVE ETFS INC
+$4.5M
178,153
增持
BKIE
BNY MELLON
+$4.5M
582,641
+5%
增持
SCHP
SCHWAB US
+$4.5M
1,589,879
+11%
减持
VTI
VANGUARD TOTAL
+$4.4M
194,833
-0%
减持
KNG
FIRST TRUST
-$4.4M
208,016
-30%
减持
IYW
ISHARES TECHNOLOGY
-$4.4M
110,774
-26%
建仓
FYC
FIRST TRUST
+$4.3M
47,741
增持
IEFA
ISHARES CORE
+$4.3M
659,293
+3%
增持
IEI
ISHARES 3-7YR
+$4.2M
43,976
+421%
减持
SHM
SPDR NUVEEN
-$4.2M
34,087
-72%
增持
AVUV
AVANTIS U S
+$4.2M
80,477
+93%
增持
UTHR
UNITED THERAPEUTICS
+$4.2M
11,933
+324%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
111,170
+3%
建仓
—
STEVANATO GROUP
+$4.2M
161,353
增持
ZM
ZOOM COMMUNICATIONS
+$4.1M
66,477
+283%
清仓
LQDH
ISHARES INTEREST
-$4.0M
0
-100%
增持
IGLB
ISHARES 10
+$4.0M
204,845
+56%
建仓
—
HAMILTON INSURANCE
+$4.0M
159,764
增持
TSM
TAIWAN SEMICONDUCTOR
+$3.9M
44,097
+19%
建仓
BDVL
ISHARES DISCIPLINED
+$3.9M
156,510
增持
BND
VANGUARD TOTAL
+$3.9M
1,127,523
+4%
增持
SLV
ISHARES SILVER
+$3.9M
275,299
+16%
增持
—
ARCH CAPITAL GROUP LTD
+$3.8M
53,038
+379%
清仓
—
TOWER SEMICONDUCTOR
-$3.8M
0
-100%
增持
PHYS
SPROTT PHYSICAL
+$3.8M
509,857
+14%
建仓
GIII
G-III APPAREL
+$3.8M
141,400
增持
GSIE
GOLDMAN SACHS
+$3.7M
271,786
+45%
增持
DFEM
DIMENSIONAL EMERGING
+$3.7M
262,185
+64%
清仓
CTSH
COGNIZANT TECH
-$3.7M
0
-100%
增持
ABBV
ABBVIE INC
+$3.6M
60,063
+8%
建仓
EPAM
EPAM SYSTEMS
+$3.6M
23,820
增持
CGDG
CAPITAL GROUP
+$3.6M
186,620
+118%
增持
BKAG
BNY MELLON
+$3.5M
758,263
+11%
减持
—
AMDOCS LTD
-$3.5M
5,460
-87%
清仓
EXE
EXPAND ENERGY
-$3.5M
0
-100%
清仓
HCC
WARRIOR MET
-$3.4M
0
-100%
增持
RSSB
TIDAL TRUST II
+$3.4M
912,400
+7%
减持
INDB
INDEPENDENT BANK
-$3.4M
4,134
-93%
增持
AA
ALCOA CORP
+$3.4M
133,090
+296%
减持
FVD
FIRST TRUST
-$3.4M
150,253
-35%
增持
AMD
ADVANCED MICRO
+$3.3M
87,609
+14%
增持
AMZN
AMAZON COM
+$3.3M
483,865
+3%
清仓
—
RENAISSANCERE HOLDINGS
-$3.2M
0
-100%
增持
IUSB
ISHARES CORE
+$3.2M
1,612,498
+3%
减持
VLO
VALERO ENERGY
-$3.1M
19,562
-59%
