Integrated Wealth Management 13F 持仓 · 2026年Q2
Integrated Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 9,467.66 万美元。前几大持仓：SPYM（8.53%）、MAYW（6.68%）、JUNW（4.89%）。本季前 25 大持仓中：新建仓 9 只、增持 8 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $8.1M | 8.53% | 91,906 | 增持 |
| 2 | MAYW | AIM ETF PRODUCTS TRUST | $6.3M | 6.68% | 181,878 | 新建仓 |
| 3 | JUNW | AIM ETF PRODUCTS TRUST | $4.6M | 4.89% | 134,707 | 新建仓 |
| 4 | ONEZ | ELEVATION SERIES TRUST | $4.4M | 4.60% | 157,722 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $4.1M | 4.31% | 47,401 | 增持 |
| 6 | SIXD | AIM ETF PRODUCTS TRUST | $3.3M | 3.53% | 108,476 | 新建仓 |
| 7 | BILZ | PIMCO ETF TR | $2.9M | 3.03% | 28,416 | 增持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $2.5M | 2.61% | 36,281 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $2.3M | 2.46% | 10,691 | 减持 |
| 10 | AAPL | APPLE INC | $2.3M | 2.41% | 7,874 | 减持 |
| 11 | CORO | BLACKROCK ETF TRUST | $2.3M | 2.40% | 62,019 | 减持 |
| 12 | JANW | AIM ETF PRODUCTS TRUST | $2.2M | 2.37% | 58,136 | 增持 |
| 13 | IVW | ISHARES TR | $2.1M | 2.22% | 15,250 | 减持 |
| 14 | GMAY | FIRST TR EXCHNG TRADED FD VI | $2.0M | 2.13% | 46,881 | 新建仓 |
| 15 | FEBW | AIM ETF PRODUCTS TRUST | $1.9M | 2.05% | 54,581 | 新建仓 |
| 16 | DECW | AIM ETF PRODUCTS TRUST | $1.8M | 1.87% | 49,676 | 增持 |
| 17 | IVE | ISHARES TR | $1.5M | 1.63% | 6,809 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.5M | 1.60% | 7,548 | 减持 |
| 19 | MAYT | AIM ETF PRODUCTS TRUST | $1.4M | 1.46% | 35,397 | 新建仓 |
| 20 | ZJUN | INNOVATOR ETFS TRUST | $1.4M | 1.45% | 50,102 | 新建仓 |
| 21 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $1.3M | 1.38% | 63,803 | 增持 |
| 22 | BAI | BLACKROCK ETF TRUST | $1.1M | 1.16% | 20,831 | 减持 |
| 23 | ZMAY | INNOVATOR ETFS TRUST | $1.1M | 1.12% | 40,725 | 新建仓 |
| 24 | IALT | BLACKROCK ETF TRUST | $935,011 | 0.99% | 33,334 | 新建仓 |
| 25 | PAYM | ELEVATION SERIES TRUST | $926,351 | 0.98% | 36,877 | 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