Integrated Wealth Concepts LLC — Q1 2025 13F 持股

Name: Integrated Wealth Concepts LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001737109

申报总市值

US$125.4亿

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仅显示前 200 大持股（共 1734 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	CW	Curtiss-wright CORP	股票-工业	0.01%	—	+21.54%
2	EVRG	Evergy INC	股票-公用事业	0.01%	—	-5.38%
3	NSC	Norfolk Southern CORP	股票-工业	0.01%	—	+8.32%
4	DTE	Dte Energy Company	股票-公用事业	0.01%	—	+14.77%
5	RY	Royal Bank Of Canada	股票-金融	0.01%	—	-17.19%
6	HSBC	Hsbc Holdings Plc-spons Adr	股票-金融	0.01%	—	-18.13%
7	IGLD	Ft Vest Gold Strategy Target	ETF-避险与商品	0.01%	—	+8.83%
8	EXLS	Exlservice Holdings INC	股票-科技	0.01%	—	+30.04%
9	BTT	Blackrock 2030 Muni Trgt Trm	股票-其他	0.01%	—	-10.80%
10	JNJ	Johnson & Johnson	股票-医疗保健	0.01%	—	-13.87%
11	SUSC	Ishares Esg Aware Usd Corpor	ETF-其他	0.01%	—	+1.57%
12	KHC	Kraft Heinz Co/the	股票-非周期性消费	0.01%	—	-41.72%
13	DBMF	Imgp Dbi Managed Futures Str	ETF-其他	0.01%	—	—
14	STT	State Street CORP	股票-金融	0.01%	—	-0.53%
15	TOWN	Towne Bank	股票-其他	0.01%	—	-1.69%
16	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-其他	0.01%	—	+23.75%
17	BSJS	Invesco Bulletshares 2028 Hy	ETF-其他	0.01%	—	+21.89%
18	IRM	Iron Mountain INC	股票-房地产	0.01%	—	-20.82%
19	MUFG	Mitsubishi Ufj Finl-spon Adr	股票-金融	0.01%	—	-1.74%
20	FEM	First Trust Emerging Markets	ETF-新兴市场	0.01%	—	-65.23%
21	DIVB	Ishares Core Dividend ETF	ETF-其他	0.01%	—	+3.90%
22	SSNC	Ss&c Technologies Holdings	股票-科技	0.01%	—	+1.12%
23	XYZ	Block INC	股票-金融	0.01%	—	-14.20%
24	TEL	TE Connectivity plc	股票-科技	0.01%	—	-1.52%
25	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	0.01%	—	-0.90%
26	XME	Ss Spdr S&p Metals Mining	ETF-其他	0.01%	—	+2.14%
27	AJG	Arthur J Gallagher & Co	股票-金融	0.01%	—	+4.58%
28	WEA	Western Asset Premier Bond	股票-其他	0.01%	—	+0.86%
29	FLTR	Vaneck Ig Floating Rate ETF	ETF-其他	0.01%	—	-7.25%
30	TECK	Teck Resources Ltd-cls B	股票-原材料	0.01%	—	-4.79%
31	BKSE	Bny Mellon US Small Cap Core	ETF-中小型股	0.01%	—	+1.17%
32	RF	Regions Financial CORP	股票-金融	0.01%	—	+98.17%
33	ZM	Zoom Communications INC	股票-科技	0.01%	—	-82.01%
34	MORN	Morningstar INC	股票-金融	0.01%	—	—
35	TM	Toyota Motor CORP -spon Adr	股票-周期性消费	0.01%	—	+1.05%
36	WDC	Western Digital CORP	股票-科技	0.01%	—	+252.68%
37	WING	Wingstop INC	股票-周期性消费	0.01%	—	+90.72%
38	BTI	British American Tob-sp Adr	股票-非周期性消费	0.01%	—	+4.34%
39	MKTX	Marketaxess Holdings INC	股票-金融	0.01%	—	—
40	OBDC	Blue Owl Capital CORP	股票-金融	0.01%	—	+217.90%
41	CRUS	Cirrus Logic INC	股票-科技	0.01%	—	—
42	VRRM	Verra Mobility CORP	股票-其他	0.01%	—	-0.01%
43	DVA	Davita INC	股票-医疗保健	0.01%	—	-15.70%
44	ACP	Abrdn Income Credit Strat	股票-其他	0.01%	—	+0.45%
45	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	0.01%	—	-12.16%
46	WSO	Watsco INC	股票-工业	0.01%	—	-33.35%
47	SE	Sea Ltd-adr	股票-通信服务	0.01%	—	-22.43%
48	AIEQ	Amplify Ai Powered Eqty ETF	ETF-其他	0.01%	—	-0.51%
49	DOCU	Docusign INC	股票-科技	0.01%	—	-2.46%
50	IMO	Imperial Oil LTD	股票-能源	0.01%	—	-3.27%

1–50 of 200