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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 89
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$1.2M
62,167
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
AAPL
APPLE INC
+$864.7K
21,002
+5%
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
FTSM
FIRST TR EXCHANGE-TRADED FD
+$675.0K
17,364
+188%
增持
SPYG
SPDR SER TR
+$597.9K
107,921
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$596.7K
258,459
+4%
增持
AMZN
AMAZON COM INC
+$482.8K
10,713
+44%
清仓
TIP
ISHARES TR
-$438.8K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$438.3K
12,512
+83%
清仓
PBP
INVESCO EXCHANGE TRADED FD T
-$416.6K
0
-100%
减持
MSFT
MICROSOFT CORP
+$398.0K
8,313
-0%
增持
SPYM
SPDR SER TR
+$394.7K
94,559
+2%
建仓
MCN
MADISON COVERED CALL & EQUIT
+$361.0K
45,407
增持
CVX
CHEVRON CORP NEW
-$357.7K
24,245
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$334.3K
14,818
+85%
增持
ILTB
ISHARES TR
+$322.9K
63,141
+5%
建仓
FTRI
FIRST TR EXCHANGE TRADED FD
+$316.0K
23,829
清仓
COMT
ISHARES U S ETF TR
-$290.4K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$285.0K
0
-100%
增持
META
META PLATFORMS INC
+$280.8K
2,730
+10%
增持
CAT
CATERPILLAR INC
-$279.1K
26,437
+0%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$273.8K
8,866
增持
SPYV
SPDR SER TR
+$252.0K
124,364
+1%
清仓
WYNN
WYNN RESORTS LTD
-$251.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$242.0K
1,824
+1%
增持
SPAB
SPDR SER TR
+$230.2K
157,801
+3%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$228.5K
2,005
清仓
UHT
UNIVERSAL HEALTH RLTY INCOME
-$228.4K
0
-100%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$228.3K
7,526
建仓
MUB
ISHARES TR
+$227.3K
2,109
增持
V
VISA INC
+$223.2K
4,240
+20%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$221.8K
2,263
建仓
UPS
UNITED PARCEL SERVICE INC
+$218.9K
1,128
减持
ACWI
ISHARES TR
+$216.8K
38,086
-1%
清仓
DG
DOLLAR GEN CORP NEW
-$215.2K
0
-100%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$214.2K
0
-100%
建仓
TSLA
TESLA INC
+$208.9K
1,007
清仓
UNP
UNION PAC CORP
-$204.6K
0
-100%
建仓
IVW
ISHARES TR
+$204.1K
3,195
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$203.3K
0
-100%
建仓
ITOT
ISHARES TR
+$200.3K
2,212
增持
HDV
ISHARES TR
+$160.7K
9,540
+23%
增持
VOO
VANGUARD INDEX FDS
+$153.4K
1,680
+23%
增持
VUG
VANGUARD INDEX FDS
+$150.8K
3,853
+1%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$147.6K
143,280
+6%
减持
XLK
SELECT SECTOR SPDR TR
+$144.9K
5,623
-1%
增持
IVV
ISHARES TR
+$143.2K
1,738
+17%
增持
SLV
ISHARES SILVER TR
+$141.9K
72,139
+9%
增持
SHW
SHERWIN WILLIAMS CO
+$135.8K
2,115
+48%
建仓
JGH
NUVEEN GLOBAL HIGH INCOME FD
+$125.5K
11,320
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.7K
3,379
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$118.7K
48,790
+4%
减持
DFUS
DIMENSIONAL ETF TRUST
+$112.4K
40,311
-0%
减持
CSCO
CISCO SYS INC
+$109.8K
23,909
-0%
增持
INTC
INTEL CORP
+$109.0K
9,903
+22%
增持
COWZ
PACER FDS TR
+$108.5K
33,038
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$106.7K
6,225
+48%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$104.1K
10,007
-24%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$101.0K
47,258
+20%
增持
YYY
AMPLIFY ETF TR
+$94.4K
125,718
+7%
增持
SHY
ISHARES TR
+$92.5K
35,088
+2%
增持
VOT
VANGUARD INDEX FDS
+$89.6K
2,229
+16%
增持
IAU
ISHARES GOLD TR
+$88.7K
10,703
+19%
增持
COST
COSTCO WHSL CORP NEW
+$84.9K
971
+11%
减持
SCHX
SCHWAB STRATEGIC TR
-$84.1K
6,714
-26%
增持
VBK
VANGUARD INDEX FDS
+$84.0K
1,949
+16%
增持
GLD
SPDR GOLD TR
+$83.9K
5,453
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$78.9K
19,129
+9%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$78.7K
22,189
+17%
增持
AMT
AMERICAN TOWER CORP NEW
+$76.9K
1,357
+43%
增持
KR
KROGER CO
+$76.3K
13,639
+2%
增持
JNJ
JOHNSON & JOHNSON
-$75.8K
3,597
+0%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$74.1K
36,184
+97%
增持
GOOG
ALPHABET INC
+$70.2K
2,684
+14%
增持
—
PARAMOUNT GLOBAL
+$69.2K
10,845
+6%
清仓
—
CANOO INC
-$65.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$64.6K
26,312
+7%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$61.4K
6,909
-9%
增持
PFE
PFIZER INC
-$59.7K
7,805
+6%
减持
MSI
MOTOROLA SOLUTIONS INC
+$59.4K
2,105
-0%
减持
ARKK
ARK ETF TR
+$58.7K
10,156
-10%
增持
TFI
SPDR SER TR
+$58.1K
22,033
+3%
增持
ABBV
ABBVIE INC
+$56.2K
2,917
+15%
增持
DON
WISDOMTREE TR
+$55.7K
7,856
+21%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$55.2K
8,328
+5%
增持
GOOGL
ALPHABET INC
+$52.7K
2,904
+3%
减持
VHT
VANGUARD WORLD FDS
-$52.7K
849
-17%
减持
AFL
AFLAC INC
-$52.2K
6,435
-1%
建仓
—
PROSHARES TR II
+$51.4K
14,250
增持
SPYD
SPDR SER TR
-$51.1K
71,924
+2%
增持
EFA
ISHARES TR
+$51.1K
6,958
+2%
减持
SOXX
ISHARES TR
+$51.1K
614
-4%
减持
VGT
VANGUARD WORLD FDS
+$50.7K
1,033
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$50.7K
10,865
+8%
建仓
—
AURORA CANNABIS INC
+$48.8K
50,000
减持
HD
HOME DEPOT INC
-$47.1K
2,205
-0%
增持
CLX
CLOROX CO DEL
+$46.7K
2,573
+0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$46.6K
15,419
-8%
增持
BABA
ALIBABA GROUP HLDG LTD
+$45.2K
3,205
+0%
减持
DVY
ISHARES TR
-$45.1K
7,712
-2%
增持
NYF
ISHARES TR
+$44.6K
10,044
+7%
减持
MRK
MERCK & CO INC
-$44.5K
3,596
-7%
增持
PEP
PEPSICO INC
+$42.6K
1,752
+14%
增持
FLOT
ISHARES TR
+$42.6K
40,297
+2%
减持
HSY
HERSHEY CO
-$42.0K
4,161
-12%
增持
MA
MASTERCARD INCORPORATED
+$41.9K
744
+13%
减持
CME
CME GROUP INC
+$41.8K
1,909
-1%
增持
BIL
SPDR SER TR
+$40.8K
27,575
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
-$40.1K
97,991
+3%
增持
USRT
ISHARES TR
+$40.0K
35,285
+0%
清仓
RAIL
FREIGHTCAR AMER INC
-$38.7K
0
-100%
增持
ITA
ISHARES TR
+$35.9K
4,693
+4%
增持
—
ACTIVISION BLIZZARD INC
+$35.5K
3,115
+3%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$34.1K
3,184
-13%
减持
VNQ
VANGUARD INDEX FDS
-$33.2K
8,509
-5%
增持
GOVT
ISHARES TR
+$31.7K
22,148
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$30.9K
445
-2%
增持
FSK
FS KKR CAP CORP
+$30.1K
24,138
+1%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$29.9K
47,191
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$28.5K
4,887
+8%
减持
BOND
PIMCO ETF TR
-$28.2K
2,355
-14%
减持
BA
BOEING CO
+$27.6K
1,581
-2%
增持
F
FORD MTR CO DEL
+$26.4K
15,958
+6%
增持
STIP
ISHARES TR
+$26.0K
6,310
+2%
减持
SECT
NORTHERN LTS FD TR IV
+$25.6K
18,138
-1%
增持
GLOF
ISHARES TR
+$25.3K
13,309
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$25.1K
13,849
+4%
减持
SCHO
SCHWAB STRATEGIC TR
-$25.0K
8,789
-7%
增持
VDE
VANGUARD WORLD FDS
+$24.9K
4,405
+12%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$24.8K
6,539
+2%
增持
USHY
ISHARES TR
+$24.6K
6,394
+9%
增持
SPTM
SPDR SER TR
+$24.4K
7,370
+0%
减持
SOFI
SOFI TECHNOLOGIES INC
-$24.2K
18,197
-38%
减持
GPN
GLOBAL PMTS INC
+$24.2K
4,170
-0%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$24.1K
7,026
+1%
增持
SPMD
SPDR SER TR
+$23.7K
6,365
+6%
增持
CNRG
SPDR SER TR
+$22.9K
3,885
+2%
清仓
—
WORKHORSE GROUP INC
-$22.8K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$20.4K
8,649
+4%
减持
IBB
ISHARES TR
-$20.3K
3,439
-3%
增持
SPSM
SPDR SER TR
+$20.1K
6,333
+7%
增持
ABT
ABBOTT LABS
-$20.0K
2,507
+1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$19.6K
18,254
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$19.4K
6,897
+4%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$18.5K
12,064
+1%
增持
MCD
MCDONALDS CORP
+$18.4K
818
+3%
增持
MDLZ
MONDELEZ INTL INC
+$18.1K
3,143
+4%
减持
—
ETF MANAGERS TR
+$18.0K
8,545
-4%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$18.0K
5,147
-5%
增持
USMV
ISHARES TR
+$17.9K
4,517
+5%
