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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 2
增持 14
减持 121
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
-$104.9M
607,632
-48%
减持
AAPL
APPLE INC
-$92.5M
562,225
-42%
减持
QUAL
ISHARES MSCI
-$81.3M
524,607
-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
SPY
SPDR S&P
-$79.5M
105,468
-54%
减持
MSFT
MICROSOFT CORP
-$62.5M
218,766
-33%
减持
LRGF
ISHARES TR
-$58.9M
212,954
-80%
减持
ACIO
APTUS COLLARED
-$52.9M
6,079,499
-17%
减持
BBUS
JPMORGAN BETABUILDERS
-$50.5M
93,829
-82%
减持
AMZN
AMAZON COM
-$40.2M
286,268
-41%
减持
QQQ
INVESCO QQQ
-$37.3M
122,824
-35%
增持
XLK
SELECT SECTOR SPDR TR
-$34.6M
261,057
+2%
减持
QCOM
QUALCOMM INC
-$32.5M
20,529
-91%
清仓
USD
PROSHARES TR
-$29.8M
0
-100%
减持
SOXX
ISHARES SEMICONDUCTOR
-$28.1M
9,062
-92%
减持
IEMG
ISHARES CORE
-$27.6M
856,425
-34%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$26.5M
457,152
-47%
清仓
—
ISHARES IBONDS
-$26.1M
0
-100%
减持
META
META PLATFORMS
-$25.1M
45,493
-39%
建仓
DISV
DIMENSIONAL INTL
+$24.1M
635,340
减持
IUSB
ISHARES CORE
-$22.8M
1,129,054
-30%
减持
INTF
ISHARES INTL
-$22.4M
36,186
-95%
增持
SPEM
SPDR EMERGING
+$22.2M
707,366
+205%
减持
JIRE
JPMORGAN
-$22.1M
62,477
-83%
减持
VOO
VANGUARD INDEX FDS
-$22.0M
78,774
-32%
减持
JPM
JPMORGAN CHASE
-$21.7M
118,424
-38%
减持
BRK/B
BERKSHIRE HATHAWAY
-$21.5M
59,929
-42%
减持
VTI
VANGUARD INDEX FDS
-$21.4M
127,002
-35%
减持
ANGL
VANECK FALLEN
-$21.2M
26,894
-96%
减持
IVV
ISHARES CORE
-$21.2M
267,421
-12%
减持
DRSK
APTUS DEFINED
-$20.1M
5,968,043
-9%
减持
HD
HOME DEPOT
-$19.5M
27,550
-61%
减持
SPYG
SPDR SERIES TRUST
-$18.0M
791,024
-19%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$17.8M
551,701
-39%
减持
JAVA
JPMORGAN ACTIVE
-$17.3M
4,290
-98%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$17.0M
273,051
-71%
减持
DFAC
DIMENSIONAL US
-$16.8M
2,558,844
-16%
减持
BKIE
BNY MELLON
-$16.3M
387,979
-33%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$16.0M
115,100
-60%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$15.8M
10,259
-95%
减持
TBIL
RBB FD INC
-$15.7M
177,905
-64%
减持
GOOG
ALPHABET INC
-$15.5M
106,262
-47%
减持
IJK
ISHARES S&P
-$15.2M
2,094
-99%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.7M
192,315
-29%
增持
NOW
SERVICENOW INC
-$14.7M
74,191
+162%
减持
KVYO
KLAVIYO INC
-$14.4M
65,639
-89%
减持
EFG
ISHARES MSCI
-$14.3M
143,335
-47%
减持
SCHD
SCHWAB STRATEGIC TR
-$13.7M
359,822
-58%
减持
BKLC
BNY MELLON
-$13.5M
2,422,412
-6%
减持
TSLA
TESLA INC
-$13.3M
88,693
-26%
清仓
JSCP
J P MORGAN EXCHANGE TRADED F
-$13.0M
0
-100%
减持
JGLO
JPMORGAN GLOBAL
-$12.5M
11,096
-94%
减持
GSEW
GOLDMAN SACHS
-$12.4M
1,210,516
-11%
减持
VTV
VANGUARD INDEX FDS
-$12.3M
80,490
-46%
减持
GLD
SPDR GOLD
-$12.1M
41,013
-49%
减持
CVX
CHEVRON CORP
-$12.1M
49,029
-61%
增持
SPYV
SPDR SERIES TRUST
+$12.0M
1,220,593
+18%
增持
DYNF
ISHARES U S
+$11.7M
1,699,801
+10%
减持
DFAU
DIMENSIONAL US
-$11.4M
23,172
-91%
减持
KRE
SPDR S&P
-$11.2M
13,488
-93%
减持
—
EXXON MOBIL
-$11.2M
161,771
-40%
减持
PG
PROCTER & GAMBLE
-$11.2M
101,495
-39%
减持
AVGO
BROADCOM INC
-$11.1M
82,972
-31%
减持
OSCV
ETF SER SOLUTIONS
-$10.9M
1,982,068
-10%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$10.9M
0
-100%
减持
VWO
VANGUARD FSTE
-$10.6M
778,118
-20%
减持
OEF
ISHARES S&P
-$10.4M
123,410
-22%
增持
NFLX
NETFLIX INC
-$10.4M
83,262
+448%
减持
FTQI
FIRST TR EXCHANGE TRADED FD
-$10.4M
173,494
-74%
减持
VO
VANGUARD INDEX FDS
-$10.0M
76,269
-30%
减持
FTSL
FIRST TRUST
-$10.0M
9,872
-96%
减持
AXON
AXON ENTERPRISE
-$10.0M
1,030
-93%
增持
FWD
AB ACTIVE ETFS INC
+$9.8M
352,922
+32%
减持
SMLF
ISHARES MSCI
-$9.7M
8,304
-94%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$9.6M
412,846
-31%
减持
MFSI
MFS ACTIVE
-$9.6M
22,867
-93%
增持
BAI
ISHARES A I
+$9.5M
777,441
+62%
减持
ORCL
ORACLE CORP
-$9.4M
56,145
-22%
减持
BAC
BANK AMERICA
-$9.3M
183,893
-51%
减持
JQUA
JPMORGAN US
-$9.2M
24,494
-86%
减持
SCHG
SCHWAB STRATEGIC TR
-$9.1M
1,212,348
-21%
减持
FTSD
FRANKLIN SHORT
-$9.1M
2,315
-98%
减持
ROP
ROPER TECHNOLOGIES
-$8.8M
1,339
-93%
减持
AMD
ADVANCED MICRO
-$8.8M
25,232
-71%
减持
SKYY
FIRST TRUST
-$8.7M
7,419
-90%
减持
COST
COSTCO WHOLESALE
-$8.7M
14,057
-38%
减持
XLP
SELECT SECTOR SPDR TR
-$8.6M
47,270
-70%
减持
JNJ
JOHNSON & JOHNSON
-$8.6M
57,979
-48%
减持
V
VISA INC
-$8.6M
70,642
-28%
减持
TSM
TAIWAN SEMICONDUCTOR
-$8.6M
12,310
-72%
减持
VHT
VANGUARD HEALTH
-$8.6M
15,143
-70%
增持
IAGG
ISHARES CORE
+$8.5M
204,024
+514%
清仓
FEGE
FIRST EAGLE
-$8.4M
0
-100%
清仓
—
ISHARES IBONDS
-$8.2M
0
-100%
减持
IDXX
IDEXX LABS INC
-$8.1M
373
-97%
减持
XLF
SELECT SECTOR SPDR TR
-$8.0M
358,543
-30%
清仓
FSIG
FIRST TRUST
-$8.0M
0
-100%
减持
MCD
MCDONALDS CORP
-$7.9M
19,880
-57%
减持
BKDV
BNY MELLON ETF TRUST II
-$7.9M
144,083
-67%
增持
RSSB
TIDAL TRUST II
+$7.8M
1,192,511
+31%
减持
IWB
ISHARES RUSSELL
-$7.6M
43,064
-33%
减持
IVW
ISHARES S&P
-$7.5M
190,861
-26%
增持
CGDV
CAPITAL GROUP
+$7.4M
1,337,699
+10%
减持
VB
VANGUARD INDEX FDS
-$7.4M
73,463
-29%
清仓
DIVI
FRANKLIN TEMPLETON ETF TR
-$7.3M
0
-100%
减持
HTRB
HARTFORD TOTAL
-$7.2M
13,455
-94%
清仓
IETC
ISHARES U S ETF TR
-$7.1M
0
-100%
减持
BDYN
ISHARES DYNAMIC
-$7.0M
37,416
-88%
减持
PYLD
PIMCO ENHANCED
-$6.9M
1,023,498
-20%
减持
WMT
WALMART INC
-$6.8M
219,135
-28%
减持
BIL
STATE STREET
-$6.8M
246,022
-23%
减持
IBIT
ISHARES BITCOIN
-$6.5M
104,886
-42%
减持
EMGF
ISHARES MSCI
-$6.5M
19,594
-85%
减持
PLTR
PALANTIR TECHNOLOGIES
-$6.4M
127,392
-20%
减持
BOXX
EA SERIES TRUST
-$6.3M
39,633
-59%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.2M
29,646
-44%
清仓
—
ISHARES IBONDS
-$6.2M
0
-100%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$6.2M
518,516
-24%
清仓
—
INVESCO BULLETSHARES
-$6.2M
0
-100%
减持
XLB
STATE STREET
-$6.1M
13,107
-82%
减持
ABBV
ABBVIE INC
-$6.1M
34,313
-43%
减持
PEP
PEPSICO INC
-$6.1M
41,659
-51%
建仓
BPRE
BLUEROCK PRIVATE
+$6.0M
402,335
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.0M
1,058,224
+17%
减持
IDUB
APTUS INTL
-$6.0M
3,165,285
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$6.0M
121,936
-5%
减持
PFE
PFIZER INC
-$6.0M
264,088
-46%
减持
BILS
STATE STREET
-$6.0M
159,465
-27%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD
+$5.9M
241,652
+55%
减持
HOOD
ROBINHOOD MARKETS
-$5.9M
18,600
-67%
减持
DUBS
APTUS LARGE
-$5.7M
2,071,959
-10%
减持
BINC
ISHARES FLEXIBLE
-$5.7M
1,100,720
-8%
清仓
XPND
FIRST TR EXCHNG TRADED FD VI
-$5.6M
0
-100%
减持
JUCY
APTUS ENHANCED
-$5.6M
446,097
-36%
减持
FRDM
EA SERIES TRUST
-$5.6M
127,112
-53%
减持
USMV
ISHARES MSCI
-$5.6M
282,483
-16%
减持
SPYD
SPDR SERIES TRUST
-$5.5M
16,582
-88%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$5.4M
20,335
-65%
减持
GOVI
INVESCO EQUAL
-$5.3M
219,197
-47%
减持
SHYG
ISHARES
-$5.3M
64,408
-65%
减持
SO
SOUTHERN CO
-$5.2M
23,534
-69%
减持
VTEB
VANGUARD MUN BD FDS
-$5.2M
957,875
-10%
清仓
FAS
DIREXION SHS ETF TR
-$5.2M
0
-100%
增持
APH
AMPHENOL CORP
+$5.2M
60,803
+149%
减持
COF
CAPITAL ONE
-$5.1M
13,224
-66%
减持
SUB
ISHARES SHORT
-$5.1M
32,959
-59%
减持
IWF
ISHARES RUSSELL
-$5.0M
16,483
-40%
减持
BX
BLACKSTONE INC
-$5.0M
27,744
-49%
减持
FBT
FIRST TRUST
-$5.0M
1,169
-96%
减持
ESGU
ISHARES ESG
-$4.9M
91,430
-28%
减持
FDVV
FIDELITY COVINGTON TRUST
-$4.9M
281,605
-25%
