Integrated Wealth Concepts LLC 13F 持仓 · 2026年Q2
Integrated Wealth Concepts 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,403 只证券，申报市值合计 152.96 亿美元。前几大持仓：BKLC（2.76%）、ACIO（2.41%）、AAPL（2.10%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON ETF TRUST | $422.3M | 2.76% | 2.9M | 增持 |
| 2 | ACIO | ETF SER SOLUTIONS | $367.9M | 2.41% | 8.0M | 增持 |
| 3 | AAPL | APPLE INC | $321.2M | 2.10% | 1.1M | 增持 |
| 4 | IVV | ISHARES TR | $296.9M | 1.94% | 396,510 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $265.1M | 1.73% | 1.3M | 增持 |
| 6 | DRSK | ETF SER SOLUTIONS | $219.7M | 1.44% | 7.6M | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $199.8M | 1.31% | 290,969 | 增持 |
| 8 | BBIN | J P MORGAN EXCHANGE TRADED F | $185.4M | 1.21% | 2.4M | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $167.5M | 1.10% | 224,304 | 减持 |
| 10 | QUAL | ISHARES TR | $157.0M | 1.03% | 715,455 | 减持 |
| 11 | BND | VANGUARD BD INDEX FDS | $156.0M | 1.02% | 2.1M | 增持 |
| 12 | MSFT | MICROSOFT CORP | $146.4M | 0.96% | 392,342 | 增持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $140.3M | 0.92% | 3.2M | 增持 |
| 14 | AMZN | AMAZON COM INC | $139.8M | 0.91% | 586,740 | 增持 |
| 15 | SPYM | SPDR SERIES TRUST | $135.4M | 0.89% | 1.5M | 增持 |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | $133.6M | 0.87% | 440,980 | 增持 |
| 17 | SPYG | SPDR SERIES TRUST | $132.4M | 0.87% | 1.1M | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $131.3M | 0.86% | 178,251 | 减持 |
| 19 | IDUB | ETF SER SOLUTIONS | $126.5M | 0.83% | 4.6M | 增持 |
| 20 | DYNF | BLACKROCK ETF TRUST | $120.3M | 0.79% | 1.8M | 增持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $116.8M | 0.76% | 4.0M | 增持 |
| 22 | GSEW | GOLDMAN SACHS ETF TR | $115.0M | 0.75% | 1.2M | 增持 |
| 23 | DUBS | ETF SER SOLUTIONS | $106.7M | 0.70% | 2.6M | 增持 |
| 24 | OSCV | ETF SER SOLUTIONS | $100.3M | 0.66% | 2.4M | 增持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $98.7M | 0.65% | 518,295 | 增持 |
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