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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 137
减持 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$104.5M
1,013,896
+80%
增持
NVDA
NVIDIA CORP
+$101.6M
1,232,239
+103%
增持
SPY
STATE STREET
+$76.9M
228,905
+117%
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
VOO
VANGUARD S&P
+$64.9M
191,231
+143%
增持
ACIO
APTUS COLLARED
+$64.1M
7,858,581
+29%
增持
BBUS
JPMORGAN BETABUILDERS
+$54.2M
561,117
+498%
增持
IVV
ISHARES CORE
+$50.4M
357,617
+34%
建仓
MGPI
MGP INGREDIENTS INC NEW
+$46.6M
2,532,639
增持
QUAL
ISHARES MSCI
+$46.4M
785,050
+50%
增持
BKLC
BNY MELLON
+$43.8M
2,889,746
+19%
增持
AMZN
AMAZON COM
+$43.6M
526,571
+84%
增持
GLD
SPDR GOLD
+$39.9M
130,444
+218%
增持
QQQ
INVESCO QQQ
+$37.9M
196,414
+60%
减持
SECT
MAIN SECTOR
-$35.9M
6,981
-99%
增持
IDUB
APTUS INTL
+$34.5M
4,521,406
+43%
增持
SOXX
ISHARES SEMICONDUCTOR
+$34.2M
112,497
+1141%
增持
DRSK
APTUS DEFINED
+$32.2M
7,394,435
+24%
建仓
MODL
VICTORYSHARES WESTEND
+$31.0M
694,559
增持
LRGF
ISHARES U S
+$29.8M
676,047
+217%
增持
JPST
JPMORGAN
+$29.3M
1,130,440
+105%
建仓
USD
PROSHARES TR
+$28.8M
599,610
增持
XLK
STATE STREET
+$28.4M
496,584
+90%
增持
MSFT
MICROSOFT CORP
+$27.8M
360,796
+65%
增持
—
EXXON MOBIL
+$27.7M
278,271
+72%
建仓
CORO
BLACKROCK ETF TRUST
+$27.6M
859,155
增持
GOOG
ALPHABET INC
+$27.2M
211,048
+99%
增持
RDVY
FIRST TRUST
+$26.7M
855,453
+87%
增持
SCHD
SCHWAB US
+$23.9M
1,100,333
+206%
增持
QCOM
QUALCOMM INC
+$23.8M
212,325
+934%
增持
BBIN
JPMORGAN BETABUILDERS
+$23.6M
2,315,751
+15%
增持
MOAT
VANECK MORNINGSTAR
+$23.3M
246,468
+5136%
增持
INTF
ISHARES INTL
+$23.3M
633,253
+1650%
增持
TBIL
F/M U S
+$22.0M
619,227
+248%
增持
ANGL
VANECK FALLEN
+$21.8M
787,026
+2826%
增持
CVX
CHEVRON CORP
+$21.1M
138,319
+182%
增持
DFAC
DIMENSIONAL US
+$20.8M
3,142,236
+23%
增持
SPYG
STATE STREET
+$20.7M
1,073,283
+36%
增持
JIRE
JPMORGAN
+$20.5M
332,811
+433%
增持
SPYM
STATE STREET
+$20.5M
1,451,918
+28%
增持
VTV
VANGUARD VALUE
+$20.0M
180,138
+124%
增持
JPM
JPMORGAN CHASE
+$20.0M
197,560
+67%
增持
IEMG
ISHARES CORE
+$19.6M
1,106,205
+29%
增持
JGRO
JPMORGAN ACTIVE
+$19.6M
357,993
+211%
增持
BND
VANGUARD TOTAL
+$19.5M
1,426,107
+24%
增持
NBSD
NEUBERGER SHORT
+$19.2M
387,897
+4233%
增持
GOOGL
ALPHABET INC
+$19.1M
227,265
+54%
增持
JMUB
JPMORGAN
+$19.0M
1,004,237
+63%
增持
JAVA
JPMORGAN ACTIVE
+$18.6M
263,344
+6039%
增持
OSCV
OPUS SMALL
+$17.8M
2,311,338
+17%
增持
EMXC
ISHARES MSCI
+$17.7M
567,382
+53%
增持
FTA
FIRST TRUST
+$17.4M
198,478
+1835%
增持
META
META PLATFORMS
+$17.1M
82,374
+81%
增持
VTI
VANGUARD TOTAL
+$17.0M
185,666
+46%
增持
JNJ
JOHNSON & JOHNSON
+$17.0M
118,467
+104%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$16.5M
358,756
建仓
GRNY
TIDAL TRUST I
+$16.0M
672,268
建仓
JSCP
JPMORGAN SHORT
+$15.6M
330,619
增持
IJK
ISHARES S&P
+$15.6M
156,931
+7394%
增持
UCON
FIRST TRUST
+$15.4M
898,608
+229%
增持
VTEB
VANGUARD MUNICIPAL
+$15.4M
1,273,664
+33%
增持
BKIE
BNY MELLON
+$15.1M
546,183
+41%
增持
BRK/B
BERKSHIRE HATHAWAY
+$15.1M
94,282
+57%
增持
MFSI
MFS ACTIVE
+$14.8M
519,737
+2173%
增持
SPYV
STATE STREET
+$14.6M
1,482,888
+21%
增持
WMT
WALMART INC
+$14.1M
310,122
+42%
增持
HD
HOME DEPOT
+$14.1M
71,765
+160%
增持
DUBS
APTUS LARGE
+$14.1M
2,555,969
+23%
增持
IDEV
ISHARES CORE
+$13.4M
217,934
+273%
增持
COST
COSTCO WHOLESALE
+$13.4M
25,592
+82%
增持
BKDV
BNY MELLON ETF TRUST II
+$13.2M
587,570
+308%
增持
XLE
STATE STREET
+$13.1M
303,446
+149%
增持
USMV
ISHARES MSCI
+$12.9M
426,378
+51%
增持
PG
PROCTER & GAMBLE
+$12.8M
189,285
+86%
增持
JGLO
JPMORGAN GLOBAL
+$12.5M
203,549
+1734%
增持
BINC
ISHARES FLEXIBLE
+$12.4M
1,357,611
+23%
建仓
FEGE
FIRST EAGLE
+$12.3M
260,658
增持
SPDW
STATE STREET
+$12.2M
1,180,997
+26%
增持
SLV
ISHARES SILVER
+$12.0M
308,426
+120%
增持
PYLD
PIMCO ENHANCED
+$11.6M
1,484,641
+45%
增持
VWO
VANGUARD FSTE
+$11.4M
985,324
+27%
增持
LRCX
LAM RESEARCH
+$11.4M
68,788
+253%
增持
VEA
VANGUARD FTSE
+$11.3M
474,704
+55%
增持
AVGO
BROADCOM INC
+$11.3M
129,394
+56%
增持
XLP
STATE STREET
+$11.3M
182,365
+286%
增持
FRDM
FREEDOM 100
+$11.2M
323,392
+154%
增持
DFAU
DIMENSIONAL US
+$11.1M
269,752
+1064%
减持
MBB
ISHARES MBS
-$11.0M
169,338
-41%
增持
TSLA
TESLA INC
+$11.0M
136,843
+54%
增持
XLB
STATE STREET
+$10.8M
228,607
+1644%
增持
AMD
ADVANCED MICRO
+$10.8M
79,625
+216%
增持
TSM
TAIWAN SEMICONDUCTOR
+$10.6M
42,486
+245%
增持
KRE
SPDR S&P
+$10.4M
173,258
+1185%
增持
VB
VANGUARD SMALL
+$10.4M
112,000
+52%
增持
JMST
JPMORGAN
+$10.2M
613,082
+49%
增持
JEPI
JPMORGAN
+$10.2M
534,301
+52%
建仓
VGIT
VANGUARD INTERMEDIATE
+$10.2M
170,833
增持
NFLX
NETFLIX INC
+$9.8M
183,114
+120%
增持
CAT
CATERPILLAR INC
+$9.8M
24,323
+87%
增持
AMAT
APPLIED MATERIALS
+$9.8M
37,472
+215%
增持
MU
MICRON TECHNOLOGY INC
+$9.7M
44,384
+141%
增持
SMLF
ISHARES MSCI
+$9.6M
135,945
+1537%
增持
FWD
AB DISRUPTORS
+$9.5M
427,384
+21%
增持
V
VISA INC
+$9.5M
113,255
+60%
增持
FTQI
FIRST TRUST
+$9.3M
650,358
+275%
增持
XMMO
INVESCO S&P
+$9.2M
83,425
+302%
增持
JQUA
JPMORGAN US
+$9.1M
172,899
+606%
增持
GEV
GE VERNOVA
+$9.0M
17,287
+86%
增持
VYM
VANGUARD HIGH
+$9.0M
232,282
+31%
减持
XLG
INVESCO S&P
-$8.8M
237,167
-35%
增持
VHT
VANGUARD HEALTH
+$8.8M
48,406
+220%
增持
PEP
PEPSICO INC
+$8.7M
94,721
+127%
增持
SCHP
SCHWAB US
+$8.5M
1,755,485
+22%
增持
VZ
VERIZON COMMUNICATIONS
+$8.4M
272,410
+111%
增持
BAC
BANK AMERICA
+$8.4M
379,883
+107%
增持
MCD
MCDONALDS CORP
+$8.2M
45,879
+131%
增持
MUB
ISHARES NATIONAL
+$8.2M
351,964
+29%
增持
RSP
INVESCO S&P
+$8.2M
234,432
+22%
增持
HTRB
HARTFORD TOTAL
+$8.1M
254,044
+1788%
增持
VONV
VANGUARD RUSSELL
+$8.1M
163,761
+108%
增持
MTUM
ISHARES MSCI
+$8.0M
161,287
+32%
增持
SCHG
SCHWAB US
+$7.9M
1,628,054
+34%
增持
IUSB
ISHARES CORE
+$7.9M
1,307,816
+16%
增持
IBM
INTL BUSINESS
+$7.8M
68,432
+131%
建仓
DIVI
FRANKLIN INTL
+$7.8M
195,741
增持
XLF
STATE STREET
+$7.8M
555,118
+55%
增持
TUSI
TOUCHSTONE ULTRA
+$7.7M
314,033
+3772%
增持
BDYN
ISHARES DYNAMIC
+$7.6M
353,677
+845%
增持
IBIT
ISHARES BITCOIN
+$7.4M
327,608
+212%
增持
MRK
MERCK & COMPANY
+$7.4M
114,218
+89%
增持
BSV
VANGUARD SHORT
+$7.3M
138,278
+211%
增持
BMY
BRISTOL MYERS
+$7.3M
186,704
+148%
增持
AXON
AXON ENTERPRISE
+$7.2M
18,365
+1683%
增持
IWB
ISHARES RUSSELL
+$7.2M
65,258
+52%
增持
XLV
STATE STREET
+$7.2M
103,862
+100%
增持
VLUE
ISHARES MSCI
+$7.2M
113,615
+73%
增持
CSCO
CISCO SYSTEMS
+$7.1M
179,665
+103%
增持
LMT
LOCKHEED MARTIN
+$7.1M
23,522
+60%
增持
SKYY
FIRST TRUST
+$7.1M
73,840
+895%
增持
PFE
PFIZER INC
+$7.1M
486,681
+84%
增持
EMGF
ISHARES MSCI
+$7.0M
134,748
+588%
增持
VIG
VANGUARD DIVIDEND
+$6.9M
65,122
+102%
增持
JBND
JPMORGAN ACTIVE
+$6.8M
238,715
+113%
增持
LLY
ELI LILLY
+$6.7M
39,168
+44%
增持
JUCY
APTUS ENHANCED
+$6.6M
745,196
+67%
增持
FDV
FEDERATED HERMES
+$6.6M
290,327
+252%
增持
AVUV
AVANTIS U S
+$6.5M
140,605
+59%
增持
FIXD
FIRST TRUST
+$6.4M
189,328
+352%
增持
SHYG
ISHARES
+$6.4M
215,537
+235%
增持
KVYO
KLAVIYO INC
+$6.2M
429,820
+555%
增持
FANG
DIAMONDBACK ENERGY
+$6.2M
74,612
+31%
