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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
$193.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 55
减持 41
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$3.6M
98,266
+274%
清仓
SPY
SPDR S&P 500 ETF TR
-$3.0M
0
-100%
增持
TIP
ISHARES TR
+$2.1M
22,774
+303%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
HYG
ISHARES TR
-$2.0M
3,207
-87%
减持
BND
VANGUARD BD INDEX FDS
-$2.0M
12,261
-64%
清仓
ITOT
ISHARES TR
-$1.7M
0
-100%
减持
TLT
ISHARES TR
-$1.7M
3,421
-76%
建仓
BIL
SPDR SER TR
+$1.6M
17,619
增持
FLOT
ISHARES TR
+$1.5M
38,952
+334%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.5M
4
-50%
增持
SHY
ISHARES TR
+$1.5M
20,419
+669%
建仓
IYE
ISHARES TR
+$1.4M
35,322
增持
CVX
CHEVRON CORP NEW
+$1.1M
24,036
+2%
清仓
IGSB
ISHARES TR
-$1.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.0M
8,765
-22%
建仓
IJS
ISHARES TR
+$992.0K
9,687
建仓
IJJ
ISHARES TR
+$992.0K
9,049
减持
CSCO
CISCO SYS INC
-$988.0K
25,064
-33%
清仓
VTI
VANGUARD INDEX FDS
-$788.0K
0
-100%
减持
SPYG
SPDR SER TR
-$759.0K
92,007
-3%
增持
IVE
ISHARES TR
+$728.0K
8,032
+140%
清仓
IEF
ISHARES TR
-$559.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$514.0K
1,534
-43%
增持
AMZN
AMAZON COM INC
+$503.0K
317
+99%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$467.0K
0
-100%
清仓
ICSH
ISHARES TR
-$456.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$449.0K
26,334
+0%
清仓
SCHG
SCHWAB STRATEGIC TR
-$446.0K
0
-100%
建仓
VDE
VANGUARD WORLD FDS
+$394.0K
3,684
清仓
IWY
ISHARES TR
-$391.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$384.0K
3,786
+19%
减持
META
META PLATFORMS INC
-$381.0K
2,977
-4%
减持
HD
HOME DEPOT INC
-$376.0K
2,149
-12%
减持
SECT
NORTHERN LTS FD TR IV
-$376.0K
18,135
-29%
建仓
ABBV
ABBVIE INC
+$374.0K
2,306
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$368.0K
45,768
+175%
减持
IVV
ISHARES TR
-$350.0K
1,268
-35%
增持
SLV
ISHARES SILVER TR
+$333.0K
68,873
+19%
建仓
VTIP
VANGUARD MALVERN FDS
+$330.0K
6,437
减持
XLK
SELECT SECTOR SPDR TR
-$323.0K
5,692
-19%
清仓
PTBD
PACER FDS TR
-$293.0K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$287.0K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$286.0K
2,632
清仓
LOW
LOWES COS INC
-$279.0K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$276.0K
4,719
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$276.0K
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$269.0K
7,118
清仓
NFLX
NETFLIX INC
-$265.0K
0
-100%
清仓
AOM
ISHARES TR
-$253.0K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$250.0K
8,692
-19%
增持
XLE
SELECT SECTOR SPDR TR
+$248.0K
6,397
+48%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$246.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$246.0K
1,146
减持
LQD
ISHARES TR
-$245.0K
1,747
-49%
建仓
SOXX
ISHARES TR
+$245.0K
518
建仓
AMLP
ALPS ETF TR
+$243.0K
6,353
清仓
BAC
BK OF AMERICA CORP
-$242.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$242.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$240.0K
4,859
-19%
建仓
RDFI
COLLABORATIVE INVESTMNT SER
+$235.0K
9,257
增持
AGG
ISHARES TR
+$229.0K
6,868
+55%
建仓
STIP
ISHARES TR
+$226.0K
2,153
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$224.0K
3,795
清仓
RSG
REPUBLIC SVCS INC
-$223.0K
0
-100%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$221.0K
7,767
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$218.0K
27,031
+42%
减持
XLRE
SELECT SECTOR SPDR TR
-$218.0K
54,847
-1%
清仓
IYW
ISHARES TR
-$215.0K
0
-100%
增持
ILTB
ISHARES TR
-$214.0K
56,294
+6%
减持
CLX
CLOROX CO DEL
-$213.0K
2,680
-20%
清仓
USB
US BANCORP DEL
-$211.0K
0
-100%
增持
HSY
HERSHEY CO
+$211.0K
3,818
+20%
清仓
NKE
NIKE INC
-$211.0K
0
-100%
建仓
ENB
ENBRIDGE INC
+$211.0K
4,589
清仓
—
STERIS PLC
-$210.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$209.0K
0
-100%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$208.0K
0
-100%
清仓
ROM
PROSHARES TR
-$207.0K
0
-100%
清仓
LGLV
SPDR SER TR
-$203.0K
0
-100%
清仓
—
DRAFTKINGS INC
-$203.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$201.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$201.0K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$201.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$200.0K
3,386
增持
VYM
VANGUARD WHITEHALL FDS
+$200.0K
12,163
+17%
减持
VUG
VANGUARD INDEX FDS
-$195.0K
4,879
-2%
减持
CASY
CASEYS GEN STORES INC
-$191.0K
2,214
-31%
增持
SPAB
SPDR SER TR
-$190.0K
162,471
+2%
减持
SHW
SHERWIN WILLIAMS CO
-$187.0K
1,562
-6%
增持
VOO
VANGUARD INDEX FDS
+$186.0K
4,823
+16%
增持
ET
ENERGY TRANSFER L P
+$176.0K
57,345
+1%
增持
KR
KROGER CO
+$171.0K
13,841
+1%
增持
COST
COSTCO WHSL CORP NEW
+$168.0K
858
+49%
建仓
XFOFX
COHEN & STEERS CLOSED-END OP
+$163.0K
12,650
减持
ABR
ARBOR REALTY TRUST INC
-$160.0K
10,201
-44%
增持
GLD
SPDR GOLD TR
+$155.0K
5,623
+12%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$152.0K
0
-100%
增持
SPYD
SPDR SER TR
+$149.0K
53,561
+2%
增持
PYPL
PAYPAL HLDGS INC
-$147.0K
3,224
+13%
减持
—
EXXON MOBIL CORP
+$143.0K
7,942
-5%
减持
JNJ
JOHNSON & JOHNSON
-$137.0K
3,709
-20%
减持
AAPL
APPLE INC
-$130.0K
19,898
-2%
增持
SPYV
SPDR SER TR
+$130.0K
121,373
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$126.0K
33,524
+14%
增持
IYR
ISHARES TR
+$118.0K
3,605
+54%
减持
ROSC
LATTICE STRATEGIES TR
-$115.0K
14,025
-13%
增持
VGT
VANGUARD WORLD FDS
+$114.0K
1,221
+41%
减持
—
ACCENTURE PLC IRELAND
-$112.0K
700
-17%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$107.0K
11,280
建仓
SLDP
SOLID POWER INC
+$104.0K
12,000
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$103.0K
39,248
+18%
增持
JPM
JPMORGAN CHASE & CO
-$102.0K
5,158
+1%
增持
PBP
INVESCO EXCHANGE TRADED FD T
+$102.0K
21,693
+24%
减持
USRT
ISHARES TR
-$101.0K
32,623
-0%
增持
YYY
AMPLIFY ETF TR
+$92.0K
82,746
+20%
减持
INTU
INTUIT
-$90.0K
475
-4%
减持
SPTM
SPDR SER TR
-$87.0K
7,252
-13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$83.0K
25,117
+7%
增持
ESGU
ISHARES TR
+$83.0K
7,511
+20%
减持
IJK
ISHARES TR
-$79.0K
7,096
-4%
增持
TSLA
TESLA INC
+$78.0K
307
+28%
增持
MO
ALTRIA GROUP INC
+$76.0K
14,159
+1%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$73.0K
20,783
+49%
增持
IAU
ISHARES GOLD TR
+$72.0K
8,903
+21%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$71.0K
14,707
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$69.0K
449
-9%
减持
V
VISA INC
-$69.0K
3,578
-9%
减持
GOOGL
ALPHABET INC
-$65.0K
137
-11%
增持
DE
DEERE & CO
+$63.0K
850
+0%
增持
—
WELLS FARGO CO NEW
-$62.0K
516
+3%
增持
SPYM
SPDR SER TR
-$61.0K
83,674
+4%
增持
VAW
VANGUARD WORLD FDS
+$61.0K
1,704
+24%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$61.0K
930
-16%
减持
EFG
ISHARES TR
-$61.0K
2,319
-10%
减持
SCHO
SCHWAB STRATEGIC TR
-$60.0K
8,312
-10%
增持
IBB
ISHARES TR
-$60.0K
3,806
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$60.0K
5,815
+33%
增持
VOT
VANGUARD INDEX FDS
-$57.0K
1,880
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$56.0K
14,919
+14%
增持
INTC
INTEL CORP
+$55.0K
6,380
+26%
增持
VBK
VANGUARD INDEX FDS
-$53.0K
1,614
+0%
增持
PFE
PFIZER INC
-$53.0K
7,868
+1%
减持
AAXJ
ISHARES TR
-$53.0K
6,151
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$52.0K
888
-7%
增持
TFI
SPDR SER TR
-$52.0K
19,756
+2%
增持
ATO
ATMOS ENERGY CORP
+$50.0K
2,267
+8%
增持
ACWI
ISHARES TR
-$48.0K
35,900
+5%
增持
MSI
MOTOROLA SOLUTIONS INC
-$47.0K
2,111
+3%
减持
NEE
NEXTERA ENERGY INC
-$47.0K
4,925
-1%
增持
FSK
FS KKR CAP CORP
+$46.0K
20,327
+2%
