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Independent Wealth Network Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Independent Wealth Network Inc.

报告期 2026-03-31 · CIK 0001891240

持仓数

301

前50大市值合计

$193.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CAT CATERPILLAR INC

COM

$18.5M

26,118

9.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$15.3M

199,352

7.9%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$12.6M

249,917

6.5%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$9.7M

98,810

5.0%

SLV ISHARES SILVER TR

ISHARES

$7.2M

105,778

3.7%

RDFI COLLABORATIVE INVESTMNT SER

RAREVIEW DYNAMIC

$6.1M

265,184

3.2%

CVX CHEVRON CORPORATION

COM

$6.0M

29,098

3.1%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$5.2M

73,185

2.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.2M

8,936

2.7%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$5.1M

90,734

2.6%

AAPL APPLE INC

COM

$5.0M

19,647

2.6%

NVDA NVIDIA CORPORATION

COM

$4.6M

26,284

2.4%

GLD SPDR GOLD TR

GOLD SHS

$4.4M

10,163

2.3%

MSFT MICROSOFT CORP

COM

$4.2M

11,217

2.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.1M

6,799

2.1%

QTEC FIRST TR EXCHANGE-TRADED FD

SHS

$3.3M

15,451

1.7%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$3.3M

57,567

1.7%

AMZN AMAZON COM INC

COM

$3.2M

15,590

1.7%

FLRT PACER FDS TR

ARISTOTLE PACIFI

$3.2M

68,163

1.6%

ACWI ISHARES TR

MSCI ACWI ETF

$3.0M

21,856

1.6%

SPYD SPDR SERIES TRUST

STATE STREET SPD

$2.9M

64,645

1.5%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$2.9M

112,929

1.5%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.8M

18,960

1.4%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$2.8M

45,163

1.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.7M

6,266

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.6M

5,370

1.3%

STIP ISHARES TR

0-5 YR TIPS ETF

$2.6M

24,797

1.3%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$2.6M

17,597

1.3%

FJAN FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$2.4M

47,240

1.2%

ILTB ISHARES TR

CORE LT USDB ETF

$2.3M

46,858

1.2%

LMBS FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT

$2.3M

45,879

1.2%

LQTI FIRST TR EXCHANGE-TRADED FD

VEST INVESTMENT

$2.3M

115,504

1.2%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$2.2M

30,140

1.1%

PSFF PACER FDS TR

SWAN SOS FD OF

$2.2M

69,111

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.2M

15,076

1.1%

FLOT ISHARES TR

FLTG RATE NT ETF

$2.2M

42,741

1.1%

BIL SPDR SERIES TRUST

STATE STREET SPD

$2.1M

23,071

1.1%

YYY AMPLIFY ETF TR

CEF HIGH INCOME

$2.0M

182,217

1.0%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$2.0M

114,056

1.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.9M

14,164

1.0%

META META PLATFORMS INC

CL A

$1.8M

3,220

1.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.8M

2,783

0.9%

SOXX ISHARES TR

ISHARES SEMICDTR

$1.8M

5,470

0.9%

BBAG J P MORGAN EXCHANGE TRADED F

BETABUILDERS US

$1.8M

38,566

0.9%

V VISA INC

COM CL A

$1.7M

5,718

0.9%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$1.6M

47,911

0.8%

DLN WISDOMTREE TR

US LARGECAP DIVD

$1.6M

17,873

0.8%

KYN KAYNE ANDERSON ENERGY INFRST

COM

$1.6M

109,924

0.8%

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$1.6M

75,614

0.8%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$1.6M

87,627

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

CAT9.5%SPYM7.9%JPST6.5%SPYG5.0%SLV3.7%RDFI3.2%