IF

Institute for Wealth Management, LLC.

分散型投资策略趋势追踪型行业集中型

申报总市值

US$9.4亿

申报季度: 2026-03-31 · 持股只数: 542

Institute for Wealth Management, LLC.在最新一期 13F 报告中披露了 542 项持股，申报期为 2026-03-31，总持股市值约为 US$9.4亿，季度换手率为 16.3%。

机构性格雪花图

集中度
9.82
持仓稳定性
16.32
动能／逆势
100
行业集中度
74.6
多样化
100
仓位均衡度
64.89

近期动向

  • 减仓 NVDA

    -1.6%　-US$1125.5万

  • 加仓 QQQ

    +49.9%　US$666.8万

  • 减仓 MSFT

    +3.1%　-US$484.0万

  • 加仓 DIA

    +565.1%　US$308.1万

  • 加仓 LRCX

    -0.4%　US$302.2万

  • 减仓 AAPL

    -2.8%　-US$309.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技13.78%-1.11%-1.63%
2AAPLApple INC股票-科技3.23%-0.31%-2.80%
3QQQInvesco Qqq Trust Series 1ETF-科技型2.45%+0.72%+49.85%
4MSFTMicrosoft CORP股票-科技1.93%-0.50%+3.12%
5AMZNAmazon.com INC股票-周期性消费1.91%-0.15%+2.22%
6GOOGLAlphabet Inc-cl A股票-通信服务1.73%-0.12%+1.52%
7LRCXLam Research CORP股票-科技1.65%+0.33%-0.43%
8METAMeta Platforms Inc-class A股票-通信服务1.21%-0.18%-0.14%
9TSLATesla INC股票-周期性消费1.10%-0.14%+7.47%
10AXONAxon Enterprise INC股票-工业0.93%-0.30%+0.07%
11COSTCostco Wholesale CORP股票-非周期性消费0.91%+0.08%-5.72%
12GSGoldman Sachs Group INC股票-金融0.86%—-2.08%
13VTWGVanguard Russell 2000 GrowthETF-中小型股0.82%—+0.24%
14VTWVVanguard Russell 2000 ValueETF-中小型股0.77%—-0.30%
15AVGOBroadcom INC股票-科技0.75%-0.09%-0.24%
16SMHVaneck Semiconductor ETFETF-其他0.73%—-0.34%
17XLISs Industrial Select SectorETF-其他0.73%—+1.97%
18XMMOInvesco S&p Midcap MomentumETF-其他0.72%—-0.92%
19SBUXStarbucks CORP股票-周期性消费0.72%—-0.05%
20SCHGSchwab US Large-cap GrowthETF-其他0.71%-0.08%-1.17%
21AMATApplied Materials INC股票-科技0.69%+0.16%-1.45%
22VUGVanguard Growth ETFETF-其他0.69%—+21.73%
23XLFSs Financial Select SectorETF-其他0.66%—+16.80%
24CAIECalamos Autocallable INC ETFETF-其他0.65%+0.15%+36.11%
25VBKVanguard Small-cap Grwth ETFETF-其他0.64%+0.11%+20.23%
26URIUnited Rentals INC股票-工业0.63%-0.07%-0.37%
27AMDAdvanced Micro Devices股票-科技0.61%—-1.46%
28TXNTexas Instruments INC股票-科技0.61%—-0.02%
29XLKSs Technology Select SectorETF-科技型0.61%—+0.60%
30LLYEli Lilly & Co股票-医疗保健0.56%-0.09%+0.30%
31VGSHVanguard Short-term TreasuryETF-政府公债0.56%+0.11%+23.00%
32PDPInvesco Dorsey Wright MomentETF-其他0.55%—-0.69%
33VBRVanguard Small-cap Value ETFETF-其他0.55%—+1.92%
34MAMastercard INC - A股票-金融0.50%-0.07%-0.24%
35GOOGAlphabet Inc-cl C股票-通信服务0.50%—+1.67%
36BRK-BBerkshire Hathaway Inc-cl B股票-其他0.50%—-1.00%
37JPMJpmorgan Chase & Co股票-金融0.49%—+0.02%
38FTNTFortinet INC股票-科技0.47%—-0.51%
39DISWalt Disney Co/the股票-通信服务0.47%-0.07%+1.96%
40VOEVanguard Mid-cap Value ETFETF-其他0.47%—-0.13%
41NFLXNetflix INC股票-通信服务0.46%—+7.51%
42ADBEAdobe INC股票-科技0.45%-0.18%+3.68%
43SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.45%-0.27%-35.04%
44AMGNAmgen INC股票-医疗保健0.44%—+0.12%
45ABBVAbbvie INC股票-医疗保健0.43%—-0.73%
46BABoeing Co/the股票-工业0.43%—-3.75%
47VVisa Inc-class A Shares股票-金融0.42%—+0.26%
48FDXFedex CORP股票-工业0.42%+0.08%—
49IWMIshares Russell 2000 ETFETF-中小型股0.41%—+17.10%
50BACBank Of America CORP股票-金融0.41%—+1.19%
1–50 of 542

本季持股变动

Institute for Wealth Management, LLC. 在 2026-03-31 最显著的持仓异动： 新建仓: Immix Biopharma INC (IMMX); 清仓: JPM Nasdaq Equity Premium (JEPQ); 清仓: Ares Management CORP - A (ARES); 新建仓: Applovin Corp-class A (APP); 新建仓: Workday Inc-class A (WDAY).

Institute for Wealth Management, LLC. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1QQQInvesco Qqq Trust Series 1+0.7%+49.85%加仓
2DIASs Spdr Dow Jones Indus Avg+0.3%+565.06%加仓
3LRCXLam Research CORP+0.3%-0.43%减仓
4EDVVanguard Extended Dur Treas+0.2%+416.35%加仓
5AMATApplied Materials INC+0.2%-1.45%减仓
6SNOWSnowflake INC+0.2%+278.00%加仓
7CAIECalamos Autocallable INC ETF+0.2%+36.11%加仓
8AFRMAffirm Holdings INC+0.1%+408.45%加仓
9KVUEKenvue INC+0.1%+93.41%加仓
10VBKVanguard Small-cap Grwth ETF+0.1%+20.23%加仓
11VGSHVanguard Short-term Treasury+0.1%+23.00%加仓
12MPCMarathon Petroleum CORP+0.1%-1.68%减仓
13XLESs Energy Select Sector+0.1%-0.81%减仓
14GLDSpdr Gold Shares+0.1%+46.55%加仓
15MUMicron Technology INC+0.1%+26.77%加仓
16FDXFedex CORP+0.1%—不变
17COSTCostco Wholesale CORP+0.1%-5.72%减仓
18NETCloudflare INC - Class A+0.1%+30.12%加仓
19DELLDell Technologies -c+0.1%-0.28%减仓
20DISWalt Disney Co/the-0.1%+1.96%加仓
21MAMastercard INC - A-0.1%-0.24%减仓
22URIUnited Rentals INC-0.1%-0.37%减仓
23NTESNetease Inc-adr-0.1%—不变
24SCHGSchwab US Large-cap Growth-0.1%-1.17%减仓
25GEGeneral Electric-0.1%-12.90%减仓
26AXPAmerican Express Co-0.1%-1.72%减仓
27LLYEli Lilly & Co-0.1%+0.30%加仓
28BRK-ABerkshire Hathaway Inc-cl A-0.1%-25.00%减仓
29AVGOBroadcom INC-0.1%-0.24%减仓
30ORCLOracle CORP-0.1%+0.44%加仓
31GOOGLAlphabet Inc-cl A-0.1%+1.52%加仓
32BXSLBlackstone Secured Lending F-0.1%-56.78%减仓
33TSLATesla INC-0.1%+7.47%加仓
34AMZNAmazon.com INC-0.2%+2.22%加仓
35CIBRFirst Trust Nasdaq Cybersecu-0.2%-71.03%减仓
36METAMeta Platforms Inc-class A-0.2%-0.14%减仓
37ADBEAdobe INC-0.2%+3.68%加仓
38SPYSs Spdr S&p 500 ETF Trust-us-0.3%-35.04%减仓
39AXONAxon Enterprise INC-0.3%+0.07%加仓
40AAPLApple INC-0.3%-2.80%减仓
41MSFTMicrosoft CORP-0.5%+3.12%加仓
42NVDANvidia CORP-1.1%-1.63%减仓
43IMMXImmix Biopharma INC—NEW新建仓
44JEPQJPM Nasdaq Equity Premium—EXIT清仓
45ARESAres Management CORP - A—EXIT清仓
46APPApplovin Corp-class A—NEW新建仓
47WDAYWorkday Inc-class A—NEW新建仓
48MSTRStrategy INC—NEW新建仓
49BXMTBlackstone Mortgage Tru-cl A—EXIT清仓
50✓ —EXIT清仓

FAQ

Institute for Wealth Management, LLC. 是什么机构？属于哪种投资人类型？
Institute for Wealth Management, LLC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9.4亿，分布在 542 个已申报仓位之中。
Institute for Wealth Management, LLC. 目前前几大持股有哪些？
根据最新 13F 申报，Institute for Wealth Management, LLC. 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1.3亿 (13.8%) 2. Apple INC (AAPL) — US$3029.6万 (3.2%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$2301.4万 (2.5%) 4. Microsoft CORP (MSFT) — US$1813.0万 (1.9%) 5. Amazon.com INC (AMZN) — US$1795.2万 (1.9%)
Institute for Wealth Management, LLC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Institute for Wealth Management, LLC. 共进行了 48 项显著调整：新建仓 4 个仓位、加仓 21 个既有持股、减仓 19 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Immix Biopharma INC (IMMX); 清仓: JPM Nasdaq Equity Premium (JEPQ); 清仓: Ares Management CORP - A (ARES); 新建仓: Applovin Corp-class A (APP); 新建仓: Workday Inc-class A (WDAY)
Institute for Wealth Management, LLC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Institute for Wealth Management, LLC. 的主要板块分布如下： • Information Technology: 44.7% • Consumer Discretionary: 11.1% • Financials: 11.0% • Industrials: 10.5% • Communication Services: 8.4% • Health Care: 6.6%