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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 28
增持 74
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CAT
CATERPILLAR INC
+$2.0M
26,419
-0%
建仓
COWZ
PACER FDS TR
+$1.4M
31,193
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
46,711
+87%
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。
增持
SHY
ISHARES TR
+$1.1M
34,377
+65%
增持
CVX
CHEVRON CORP NEW
+$890.5K
24,032
+1%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$615.0K
0
-100%
增持
BIL
SPDR SER TR
+$601.1K
27,235
+32%
增持
SPYV
SPDR SER TR
+$580.1K
123,735
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$538.0K
0
-100%
增持
SPYD
SPDR SER TR
+$493.2K
70,344
+9%
增持
HDV
ISHARES TR
+$417.1K
7,762
+81%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$358.4K
6,029
增持
SLV
ISHARES SILVER TR
+$348.8K
66,023
+5%
增持
SPYM
SPDR SER TR
+$313.3K
92,449
+1%
建仓
BA
BOEING CO
+$308.3K
1,618
增持
DFUS
DIMENSIONAL ETF TRUST
+$306.6K
40,341
+14%
增持
SPYG
SPDR SER TR
+$304.6K
106,110
+5%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$281.6K
2
-33%
清仓
DIS
DISNEY WALT CO
-$279.0K
0
-100%
增持
ACWI
ISHARES TR
+$275.1K
38,350
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$268.1K
6,837
+49%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$268.0K
247,536
-2%
建仓
DON
WISDOMTREE TR
+$266.2K
6,471
清仓
TSLA
TESLA INC
-$265.0K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$264.7K
1,811
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$254.4K
6,958
建仓
WYNN
WYNN RESORTS LTD
+$251.5K
3,049
减持
JPM
JPMORGAN CHASE & CO
-$246.7K
2,202
-58%
建仓
BOND
PIMCO ETF TR
+$246.6K
2,726
减持
SCHO
SCHWAB STRATEGIC TR
-$243.2K
9,407
-35%
建仓
PG
PROCTER AND GAMBLE CO
+$233.3K
1,539
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$231.3K
17,563
+7%
建仓
VAW
VANGUARD WORLD FDS
+$229.7K
1,350
建仓
MA
MASTERCARD INCORPORATED
+$228.5K
657
建仓
IDV
ISHARES TR
+$223.0K
8,210
建仓
SOXX
ISHARES TR
+$222.0K
638
减持
AMZN
AMAZON COM INC
-$221.2K
7,426
-1%
建仓
PTLC
PACER FDS TR
+$220.0K
5,868
建仓
SPSM
SPDR SER TR
+$219.1K
5,927
建仓
KO
COCA COLA CO
+$218.1K
3,429
清仓
PYPL
PAYPAL HLDGS INC
-$218.0K
0
-100%
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$215.8K
9,820
建仓
TSCO
TRACTOR SUPPLY CO
+$212.6K
945
建仓
MCD
MCDONALDS CORP
+$210.3K
798
建仓
GOOG
ALPHABET INC
+$209.0K
2,355
增持
VYM
VANGUARD WHITEHALL FDS
+$208.9K
13,270
+3%
建仓
VTEB
VANGUARD MUN BD FDS
+$208.6K
4,215
减持
IVV
ISHARES TR
-$205.7K
1,487
-31%
建仓
UNP
UNION PAC CORP
+$204.6K
988
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$203.3K
2,423
建仓
USHY
ISHARES TR
+$202.7K
5,870
建仓
MDLZ
MONDELEZ INTL INC
+$201.0K
3,016
建仓
AMT
AMERICAN TOWER CORP NEW
+$200.4K
946
增持
ILTB
ISHARES TR
+$199.7K
60,280
+5%
增持
HSY
HERSHEY CO
+$193.6K
4,753
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$184.6K
2,977
+8%
减持
CSCO
CISCO SYS INC
+$181.0K
23,930
-0%
减持
VOO
VANGUARD INDEX FDS
-$173.6K
1,362
-31%
建仓
—
PARAMOUNT GLOBAL
+$172.7K
10,233
减持
—
EXXON MOBIL CORP
+$156.6K
7,684
-3%
减持
VUG
VANGUARD INDEX FDS
-$153.7K
3,802
-16%
增持
HD
HOME DEPOT INC
+$143.8K
2,209
+10%
增持
SPAB
SPDR SER TR
+$139.5K
152,784
+3%
增持
YYY
AMPLIFY ETF TR
+$137.4K
117,719
+9%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$122.1K
135,040
+7%
增持
USRT
ISHARES TR
+$120.4K
35,154
+3%
增持
DVY
ISHARES TR
+$115.7K
7,867
+1%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$115.1K
7,587
+5%
增持
V
VISA INC
+$112.8K
3,527
+1%
增持
AAPL
APPLE INC
-$109.5K
19,999
+2%
增持
GLD
SPDR GOLD TR
+$108.2K
5,395
+3%
增持
AFL
AFLAC INC
+$106.4K
6,497
+1%
增持
ITA
ISHARES TR
+$105.2K
4,507
+3%
减持
META
META PLATFORMS INC
-$103.2K
2,475
-16%
增持
MSFT
MICROSOFT CORP
+$100.7K
8,334
+2%
增持
MO
ALTRIA GROUP INC
+$98.3K
15,648
+2%
增持
T
AT&T INC
+$97.1K
29,120
+2%
减持
GPN
GLOBAL PMTS INC
-$95.3K
4,175
-12%
减持
VTIP
VANGUARD MALVERN FDS
-$92.7K
8,013
-17%
减持
MRK
MERCK & CO INC
+$90.0K
3,849
-2%
清仓
MAC
MACERICH CO
-$88.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$87.1K
13,249
+3%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$86.6K
18,382
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$85.5K
5,421
+2%
增持
ET
ENERGY TRANSFER L P
+$79.9K
64,444
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$72.2K
4,545
-1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$71.0K
11,975
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
+$71.0K
2,107
-0%
增持
TFI
SPDR SER TR
+$69.5K
21,339
+4%
增持
PFE
PFIZER INC
+$69.1K
7,379
+4%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$68.4K
18,898
+16%
增持
ARCC
ARES CAPITAL CORP
+$66.1K
28,809
+4%
减持
—
CANOO INC
-$65.8K
53,000
-24%
减持
QQQ
INVESCO QQQ TR
-$65.3K
1,133
-18%
减持
EFA
ISHARES TR
+$64.6K
6,803
-0%
减持
ABBV
ABBVIE INC
+$63.7K
2,529
-2%
增持
AGGY
WISDOMTREE TR
+$60.9K
18,638
+7%
增持
JNJ
JOHNSON & JOHNSON
+$59.3K
3,585
+2%
增持
VNQ
VANGUARD INDEX FDS
+$58.8K
8,969
+6%
减持
VDE
VANGUARD WORLD FDS
+$57.2K
3,943
-5%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$56.6K
7,240
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$55.8K
7,906
+7%
增持
VTV
VANGUARD INDEX FDS
+$53.0K
2,273
+6%
减持
IBB
ISHARES TR
+$50.6K
3,538
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$49.2K
5,659
+3%
增持
NYF
ISHARES TR
+$48.8K
9,405
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$47.3K
10,048
+3%
减持
BND
VANGUARD BD INDEX FDS
-$46.1K
17,148
-4%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$45.6K
39,495
+19%
减持
SHW
SHERWIN WILLIAMS CO
+$44.6K
1,431
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$44.0K
1,157
+1%
减持
CASY
CASEYS GEN STORES INC
+$43.1K
2,189
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$42.1K
95,480
+2%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$41.9K
44,036
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$40.2K
24,572
+1%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$39.5K
6,632
-4%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
+$39.4K
6,969
-2%
增持
EWA
ISHARES INC
+$38.6K
14,019
+1%
增持
COMT
ISHARES U S ETF TR
+$38.4K
10,303
+46%
增持
AAXJ
ISHARES TR
+$38.2K
5,884
+1%
增持
GOVT
ISHARES TR
+$38.1K
21,397
+9%
增持
GLOF
ISHARES TR
+$36.3K
13,297
+1%
减持
SECT
NORTHERN LTS FD TR IV
+$35.8K
18,324
-3%
减持
—
WORKHORSE GROUP INC
-$34.2K
15,000
-25%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
+$33.9K
4,986
-1%
增持
ABT
ABBOTT LABS
+$33.8K
2,494
+0%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$33.0K
5,367
+1%
减持
IJK
ISHARES TR
+$32.4K
6,829
-1%
增持
COST
COSTCO WHSL CORP NEW
+$31.6K
871
+12%
增持
BABA
ALIBABA GROUP HLDG LTD
+$31.2K
3,204
+2%
增持
ROSC
LATTICE STRATEGIES TR
+$31.2K
9,451
+0%
减持
CLX
CLOROX CO DEL
+$30.5K
2,569
-0%
减持
USMV
ISHARES TR
-$30.3K
4,309
-16%
增持
STIP
ISHARES TR
+$30.2K
6,190
+4%
增持
PBP
INVESCO EXCHANGE TRADED FD T
+$29.6K
20,705
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$28.8K
8,336
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$28.7K
27,225
+2%
减持
IJR
ISHARES TR
+$28.3K
4,050
-0%
增持
TIP
ISHARES TR
+$26.8K
4,122
+5%
增持
PEP
PEPSICO INC
+$26.8K
1,532
+0%
增持
FSK
FS KKR CAP CORP
+$26.4K
23,795
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$25.8K
6,661
+3%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$25.8K
4,484
-18%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$25.6K
18,161
-6%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$25.2K
16,693
-3%
增持
SPTM
SPDR SER TR
+$24.3K
7,343
+0%
增持
SPMD
SPDR SER TR
+$23.9K
6,022
+0%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
+$23.7K
4,742
-4%
增持
AMLP
ALPS ETF TR
+$22.4K
7,550
+4%
减持
TLT
ISHARES TR
-$22.3K
3,171
-4%
