Institute for Wealth Management, LLC. 13F 持仓 · 2026年Q2
Institute for Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,754 只证券，申报市值合计 11.33 亿美元。前几大持仓：NVDA（13.06%）、AAPL（2.93%）、LRCX（2.77%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $148.0M | 13.06% | 739,474 | 减持 |
| 2 | AAPL | APPLE INC | $33.1M | 2.93% | 114,542 | 减持 |
| 3 | LRCX | LAM RESEARCH CORP | $31.4M | 2.77% | 72,370 | 减持 |
| 4 | AMZN | AMAZON COM INC | $20.8M | 1.83% | 87,168 | 增持 |
| 5 | GOOGL | ALPHABET INC | $19.8M | 1.75% | 55,480 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $19.7M | 1.74% | 52,648 | 增持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $15.9M | 1.40% | 27,331 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $15.1M | 1.33% | 20,442 | 减持 |
| 9 | META | META PLATFORMS INC | $14.3M | 1.26% | 25,278 | 增持 |
| 10 | AMAT | APPLIED MATLS INC | $13.6M | 1.20% | 18,840 | 减持 |
| 11 | TSLA | TESLA INC | $12.9M | 1.14% | 30,578 | 增持 |
| 12 | SMH | VANECK ETF TRUST | $11.4M | 1.01% | 17,372 | 减持 |
| 13 | AXON | AXON ENTERPRISE INC | $11.1M | 0.98% | 19,839 | 减持 |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $10.0M | 0.88% | 171,380 | 增持 |
| 15 | GS | GOLDMAN SACHS GROUP INC | $9.6M | 0.85% | 9,512 | 减持 |
| 16 | VTWG | VANGUARD SCOTTSDALE FDS | $9.4M | 0.83% | 32,625 | 减持 |
| 17 | AVGO | BROADCOM INC | $8.6M | 0.76% | 22,745 | 增持 |
| 18 | TXN | TEXAS INSTRS INC | $8.5M | 0.75% | 28,671 | 减持 |
| 19 | URI | UNITED RENTALS INC | $8.5M | 0.75% | 7,509 | 减持 |
| 20 | FTNT | FORTINET INC | $8.3M | 0.74% | 54,346 | 减持 |
| 21 | VTWV | VANGUARD SCOTTSDALE FDS | $8.4M | 0.74% | 42,835 | 减持 |
| 22 | XLI | SELECT SECTOR SPDR TR | $8.1M | 0.72% | 43,753 | 增持 |
| 23 | XLK | SELECT SECTOR SPDR TR | $8.1M | 0.72% | 42,561 | 减持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 0.71% | 8,589 | 增持 |
| 25 | MU | MICRON TECHNOLOGY INC | $8.0M | 0.71% | 6,939 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR