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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 60
减持 62
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
-$1.4M
5,219
-60%
清仓
IYE
ISHARES TR
-$1.3M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$956.0K
24,928
+331%
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。
清仓
IVE
ISHARES TR
-$832.0K
0
-100%
减持
TIP
ISHARES TR
-$819.0K
3,928
-64%
减持
VOO
VANGUARD INDEX FDS
-$802.0K
1,987
-53%
清仓
IJS
ISHARES TR
-$786.0K
0
-100%
清仓
IJJ
ISHARES TR
-$786.0K
0
-100%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$615.0K
20,384
清仓
ITOT
ISHARES TR
-$469.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$417.0K
3
-25%
增持
CAT
CATERPILLAR INC
-$366.0K
26,464
+0%
增持
STIP
ISHARES TR
+$330.0K
5,930
+151%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$286.0K
252,735
+2%
建仓
TSLA
TESLA INC
+$265.0K
998
清仓
PG
PROCTER AND GAMBLE CO
-$250.0K
0
-100%
增持
IVV
ISHARES TR
+$243.0K
2,165
+54%
清仓
MA
MASTERCARD INCORPORATED
-$235.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$234.0K
8,150
-2%
清仓
KO
COCA COLA CO
-$224.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$221.0K
4,271
清仓
GOOG
ALPHABET INC
-$219.0K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$218.0K
2,532
清仓
AMT
AMERICAN TOWER CORP NEW
-$218.0K
0
-100%
清仓
IDV
ISHARES TR
-$213.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$213.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$208.0K
0
-100%
清仓
SOXX
ISHARES TR
-$208.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$207.0K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$205.0K
5,264
清仓
MUB
ISHARES TR
-$202.0K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$201.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$201.0K
0
-100%
清仓
SPSM
SPDR SER TR
-$200.0K
0
-100%
减持
T
AT&T INC
-$172.0K
28,587
-2%
减持
FSK
FS KKR CAP CORP
-$164.0K
23,017
-19%
增持
AMZN
AMAZON COM INC
+$162.0K
7,476
+16%
增持
SPYV
SPDR SER TR
-$150.0K
122,711
+3%
增持
SPAB
SPDR SER TR
-$146.0K
148,292
+2%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$144.0K
43,476
-15%
增持
SPYD
SPDR SER TR
-$140.0K
64,586
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$139.0K
93,513
+13%
建仓
—
CANOO INC
+$131.0K
70,000
减持
HSY
HERSHEY CO
-$130.0K
4,115
-15%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$128.0K
7,269
-14%
增持
USRT
ISHARES TR
-$126.0K
34,054
+4%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$123.0K
12,448
-4%
增持
ET
ENERGY TRANSFER L P
+$122.0K
62,088
+10%
减持
KR
KROGER CO
-$121.0K
13,297
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$118.0K
4,586
-27%
增持
GOVT
ISHARES TR
+$113.0K
19,687
+40%
增持
ACWI
ISHARES TR
-$111.0K
38,283
+4%
增持
ILTB
ISHARES TR
-$104.0K
57,196
+7%
增持
BABA
ALIBABA GROUP HLDG LTD
-$104.0K
3,137
+0%
减持
VNQ
VANGUARD INDEX FDS
-$102.0K
8,491
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$93.0K
35,332
-2%
减持
SLV
ISHARES SILVER TR
-$91.0K
63,165
-2%
建仓
JRS
NUVEEN REAL ESTATE INCOME FD
+$90.0K
11,691
增持
USMV
ISHARES TR
+$90.0K
5,155
+44%
增持
SPYG
SPDR SER TR
+$86.0K
101,241
+6%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$86.0K
33,291
+33%
减持
JNJ
JOHNSON & JOHNSON
-$83.0K
3,512
-5%
减持
CSCO
CISCO SYS INC
-$83.0K
23,975
-2%
增持
DVY
ISHARES TR
-$81.0K
7,772
+0%
减持
V
VISA INC
-$80.0K
3,492
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$76.0K
8,147
+7%
减持
META
META PLATFORMS INC
-$76.0K
2,958
-0%
减持
AAXJ
ISHARES TR
-$76.0K
5,853
-3%
增持
HDV
ISHARES TR
+$74.0K
4,292
+36%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$73.0K
16,341
+13%
减持
PFE
PFIZER INC
-$71.0K
7,062
-3%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$70.0K
126,414
+17%
增持
VYM
VANGUARD WHITEHALL FDS
-$69.0K
12,936
+1%
减持
CME
CME GROUP INC
-$68.0K
1,916
-4%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$67.0K
16,230
+32%
减持
EFA
ISHARES TR
-$63.0K
6,814
-4%
增持
FLOT
ISHARES TR
+$62.0K
39,243
+2%
增持
YYY
AMPLIFY ETF TR
+$61.0K
108,313
+17%
增持
GOOGL
ALPHABET INC
-$60.0K
2,745
+1755%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
-$59.0K
4,785
-4%
建仓
—
WORKHORSE GROUP INC
+$57.0K
20,000
减持
XLK
SELECT SECTOR SPDR TR
-$55.0K
5,514
-1%
增持
AAPL
APPLE INC
+$55.0K
19,592
+1%
增持
NEAR
ISHARES U S ETF TR
+$54.0K
5,761
+24%
减持
TLT
ISHARES TR
-$54.0K
3,297
-3%
减持
ARKK
ARK ETF TR
-$53.0K
9,865
-7%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$53.0K
7,194
-5%
增持
VDE
VANGUARD WORLD FDS
+$52.0K
4,141
+12%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$52.0K
26,801
+2%
减持
CVX
CHEVRON CORP NEW
-$51.0K
23,826
-1%
减持
CLX
CLOROX CO DEL
-$51.0K
2,573
-5%
增持
IAU
ISHARES GOLD TR
+$50.0K
9,625
+30%
减持
ROSC
LATTICE STRATEGIES TR
-$50.0K
9,450
-10%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$50.0K
6,878
-4%
减持
PBP
INVESCO EXCHANGE TRADED FD T
-$49.0K
20,450
-3%
增持
AMLP
ALPS ETF TR
+$49.0K
7,260
+16%
减持
FBRT
FRANKLIN BSP RLTY TR INC
-$47.0K
17,181
-0%
增持
INTC
INTEL CORP
-$46.0K
7,815
+18%
建仓
RAIL
FREIGHTCAR AMER INC
+$45.0K
12,140
减持
GLOF
ISHARES TR
-$44.0K
13,223
-4%
减持
SHW
SHERWIN WILLIAMS CO
-$44.0K
1,440
-5%
减持
JPM
JPMORGAN CHASE & CO
-$44.0K
5,184
-0%
增持
BIL
SPDR SER TR
+$44.0K
20,630
+2%
减持
ITA
ISHARES TR
-$42.0K
4,371
-2%
减持
AGG
ISHARES TR
-$42.0K
5,378
-2%
增持
F
FORD MTR CO DEL
+$42.0K
14,652
+34%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$41.0K
5,333
-5%
增持
SOFI
SOFI TECHNOLOGIES INC
+$41.0K
23,303
+68%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$40.0K
5,036
-5%
增持
CASY
CASEYS GEN STORES INC
+$40.0K
2,211
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$39.0K
7,360
-1%
增持
SPYM
SPDR SER TR
-$39.0K
91,574
+5%
减持
ARCC
ARES CAPITAL CORP
-$38.0K
27,596
-2%
减持
—
ETF MANAGERS TR
-$37.0K
8,827
-4%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$36.0K
5,304
+4%
减持
SCHO
SCHWAB STRATEGIC TR
-$35.0K
14,436
-3%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$34.0K
19,259
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$33.0K
4,570
+1%
增持
VUG
VANGUARD INDEX FDS
-$33.0K
4,504
+1%
增持
SECT
NORTHERN LTS FD TR IV
+$32.0K
18,982
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$32.0K
6,443
+19%
减持
BRSP
BRIGHTSPIRE CAPITAL INC
-$31.0K
22,871
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$30.0K
7,913
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$30.0K
2,110
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$30.0K
12,911
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$30.0K
24,310
-3%
增持
ICVT
ISHARES TR
+$29.0K
4,737
+11%
减持
EWA
ISHARES INC
-$29.0K
13,926
-2%
减持
IJR
ISHARES TR
-$29.0K
4,070
-2%
增持
DE
DEERE & CO
+$29.0K
852
+0%
减持
XFOFX
COHEN & STEERS CLOSED-END OP
-$29.0K
11,893
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.0K
2,753
-2%
增持
TFI
SPDR SER TR
-$28.0K
20,549
+1%
增持
SHY
ISHARES TR
-$27.0K
20,777
+0%
增持
ABBV
ABBVIE INC
+$27.0K
2,571
+24%
增持
ABT
ABBOTT LABS
-$26.0K
2,483
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$25.0K
38,193
+4%
减持
NSC
NORFOLK SOUTHN CORP
-$24.0K
1,150
-2%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$23.0K
7,594
+11%
增持
AGGY
WISDOMTREE TR
+$23.0K
17,396
+9%
减持
MRK
MERCK & CO INC
-$23.0K
3,917
-1%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$22.0K
41,370
-3%
增持
COMT
ISHARES U S ETF TR
-$22.0K
7,051
+5%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$21.0K
4,928
-1%
减持
—
ACTIVISION BLIZZARD INC
-$20.0K
2,842
-4%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$20.0K
10,313
-4%
增持
USFR
WISDOMTREE TR
+$20.0K
4,963
+9%
减持
CNRG
SPDR SER TR
+$20.0K
3,572
-2%
增持
AFL
AFLAC INC
+$19.0K
6,431
+4%
减持
PEP
PEPSICO INC
-$19.0K
1,531
-5%
