小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 75
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.2M
195,109
-25%
减持
BIL
SPDR SER TR
-$1.5M
11,096
-60%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.3M
3,017
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
QQQ
INVESCO QQQ TR
+$1.2M
3,995
+306%
减持
SHY
ISHARES TR
-$1.1M
21,476
-39%
建仓
MINT
PIMCO ETF TR
+$1.0M
10,441
增持
COWZ
PACER FDS TR
+$968.0K
52,625
+59%
增持
SPYM
SPDR SER TR
+$922.4K
105,074
+11%
减持
FLOT
ISHARES TR
-$902.5K
22,196
-45%
建仓
LGLV
SPDR SER TR
+$788.5K
5,608
增持
SPYG
SPDR SER TR
+$693.2K
109,289
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$691.3K
21,284
+70%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$684.0K
60,509
+24%
建仓
PSFF
PACER FDS TR
+$555.9K
22,850
建仓
IVE
ISHARES TR
+$520.8K
3,231
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$503.2K
23,252
+209%
增持
MSFT
MICROSOFT CORP
+$500.1K
8,507
+2%
增持
CAT
CATERPILLAR INC
+$458.6K
26,452
+0%
建仓
BWX
SPDR SER TR
+$454.9K
20,175
增持
GLD
SPDR GOLD TR
+$428.8K
8,009
+47%
清仓
SPDW
SPDR INDEX SHS FDS
-$349.0K
0
-100%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$346.5K
11,154
减持
AAPL
APPLE INC
+$345.3K
19,635
-7%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$343.5K
0
-100%
建仓
LQD
ISHARES TR
+$342.0K
3,162
增持
AMZN
AMAZON COM INC
+$323.2K
10,968
+2%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$323.2K
107,378
-25%
建仓
IUSB
ISHARES TR
+$320.9K
7,057
增持
HDV
ISHARES TR
+$300.0K
12,599
+32%
增持
NVDA
NVIDIA CORPORATION
+$284.8K
1,871
+3%
减持
CSCO
CISCO SYS INC
-$281.8K
18,709
-22%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$273.8K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$265.0K
0
-100%
增持
GOVT
ISHARES TR
+$253.3K
33,675
+52%
增持
VUG
VANGUARD INDEX FDS
+$245.7K
4,265
+11%
清仓
—
PARAMOUNT GLOBAL
-$242.0K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$240.3K
42,656
-32%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$236.0K
32,913
+48%
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$230.5K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$227.7K
41,916
+4%
清仓
SMMV
ISHARES TR
-$226.7K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$225.4K
1,027
建仓
WSO
WATSCO INC
+$224.3K
588
清仓
BOND
PIMCO ETF TR
-$218.4K
0
-100%
减持
ILTB
ISHARES TR
-$215.3K
60,406
-4%
建仓
RSG
REPUBLIC SVCS INC
+$211.1K
1,378
建仓
—
ACCENTURE PLC IRELAND
+$210.8K
683
建仓
LLY
LILLY ELI & CO
+$210.6K
449
建仓
SPGI
S&P GLOBAL INC
+$210.5K
525
建仓
SYK
STRYKER CORPORATION
+$207.8K
681
建仓
BCX
BLACKROCK RES & COMMODITIES
+$207.5K
22,879
增持
META
META PLATFORMS INC
+$207.4K
2,739
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$207.1K
65,931
+40%
减持
SPAB
SPDR SER TR
-$204.8K
152,342
-3%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$200.5K
4,033
清仓
ITOT
ISHARES TR
-$200.3K
0
-100%
减持
SPYV
SPDR SER TR
+$200.0K
121,854
-2%
增持
VBK
VANGUARD INDEX FDS
+$189.7K
2,662
+37%
增持
USRT
ISHARES TR
+$185.5K
38,200
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$183.8K
26,490
+1%
增持
USHY
ISHARES TR
+$170.4K
11,267
+76%
增持
SPEM
SPDR INDEX SHS FDS
+$170.2K
13,538
+57%
增持
SCHX
SCHWAB STRATEGIC TR
+$159.8K
9,253
+38%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$157.5K
0
-100%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$156.1K
11,147
增持
VEA
VANGUARD TAX-MANAGED FDS
+$151.9K
13,077
+31%
增持
VOT
VANGUARD INDEX FDS
+$148.7K
2,834
+27%
减持
ABBV
ABBVIE INC
-$148.5K
2,349
-19%
增持
VYM
VANGUARD WHITEHALL FDS
+$138.9K
15,084
+9%
增持
DON
WISDOMTREE TR
+$136.2K
10,895
+39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$135.2K
3,456
+2%
减持
BND
VANGUARD BD INDEX FDS
-$119.2K
15,488
-8%
减持
YYY
AMPLIFY ETF TR
-$117.8K
115,319
-8%
增持
SECT
NORTHERN LTS FD TR IV
+$117.5K
19,816
+9%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$111.4K
42,104
+13%
减持
DVY
ISHARES TR
-$111.3K
6,994
-9%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$102.8K
55,466
+53%
减持
T
AT&T INC
-$102.2K
28,313
-2%
减持
STIP
ISHARES TR
-$96.6K
5,426
-14%
增持
ICVT
ISHARES TR
+$95.5K
5,504
+23%
增持
IVV
ISHARES TR
+$94.3K
1,815
+4%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$93.7K
67,533
+9%
增持
SPYD
SPDR SER TR
+$92.3K
76,197
+6%
增持
CVX
CHEVRON CORP NEW
-$92.0K
24,555
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$90.3K
19,786
+3%
增持
VOO
VANGUARD INDEX FDS
+$87.8K
1,767
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$85.7K
9,538
+15%
增持
GOOG
ALPHABET INC
+$84.6K
3,007
+12%
减持
SHW
SHERWIN WILLIAMS CO
+$80.6K
2,094
-1%
增持
HYG
ISHARES TR
+$78.2K
4,216
+34%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$77.9K
8,931
+25%
减持
FPE
FIRST TR EXCH TRADED FD III
-$74.9K
93,239
-5%
减持
VTIP
VANGUARD MALVERN FDS
-$70.8K
13,450
-9%
增持
TSLA
TESLA INC
+$67.8K
1,057
+5%
增持
SPSM
SPDR SER TR
+$64.6K
7,823
+24%
增持
SCHA
SCHWAB STRATEGIC TR
+$64.4K
8,072
+17%
增持
MO
ALTRIA GROUP INC
+$64.3K
17,056
+7%
增持
SPMD
SPDR SER TR
+$64.3K
7,495
+18%
增持
SPTM
SPDR SER TR
+$62.4K
7,974
+8%
增持
V
VISA INC
+$59.0K
4,274
+1%
减持
CASY
CASEYS GEN STORES INC
+$58.0K
2,194
-0%
增持
BABA
ALIBABA GROUP HLDG LTD
-$54.9K
3,270
+2%
增持
MDLZ
MONDELEZ INTL INC
+$53.7K
3,741
+19%
减持
XLK
SELECT SECTOR SPDR TR
-$53.4K
4,577
-19%
减持
VGT
VANGUARD WORLD FDS
+$52.4K
1,019
-1%
清仓
—
PROSHARES TR II
-$51.4K
0
-100%
减持
GOOGL
ALPHABET INC
-$47.9K
2,116
-27%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$47.0K
41,502
-12%
增持
EFA
ISHARES TR
+$43.5K
7,464
+7%
减持
HSY
HERSHEY CO
-$42.9K
4,067
-2%
增持
F
FORD MTR CO DEL
+$42.0K
16,065
+1%
增持
JPM
JPMORGAN CHASE & CO
+$40.5K
2,366
+2%
增持
JNJ
JOHNSON & JOHNSON
+$39.0K
3,604
+0%
减持
COST
COSTCO WHSL CORP NEW
+$38.2K
967
-0%
增持
FTRI
FIRST TR EXCHANGE TRADED FD
+$38.0K
28,161
+18%
增持
VNQ
VANGUARD INDEX FDS
+$37.8K
8,909
+5%
增持
AGGY
WISDOMTREE TR
+$36.4K
19,640
+6%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$36.0K
12,166
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$35.8K
17,996
+4%
增持
SLV
ISHARES SILVER TR
+$35.8K
78,098
+8%
减持
KR
KROGER CO
-$33.6K
13,613
-0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$32.0K
14,499
-6%
减持
SOXX
ISHARES TR
+$31.9K
601
-2%
减持
IBB
ISHARES TR
-$31.7K
3,249
-6%
减持
AFL
AFLAC INC
+$31.7K
6,402
-1%
减持
IAU
ISHARES GOLD TR
-$31.2K
10,134
-5%
减持
ARKK
ARK ETF TR
-$30.9K
8,582
-15%
增持
USMV
ISHARES TR
+$30.8K
4,835
+7%
减持
MCN
MADISON COVERED CALL & EQUIT
-$30.2K
44,706
-2%
增持
PFE
PFIZER INC
-$30.0K
7,863
+1%
减持
HD
HOME DEPOT INC
+$30.0K
2,191
-1%
增持
ITA
ISHARES TR
+$29.6K
4,883
+4%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$29.5K
17,517
-4%
减持
GPN
GLOBAL PMTS INC
-$28.5K
4,165
-0%
增持
—
EXXON MOBIL CORP
+$27.9K
8,122
+6%
增持
ARCC
ARES CAPITAL CORP
+$27.4K
29,904
+2%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$26.3K
44,624
-1%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$25.1K
4,866
+2%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$24.3K
6,687
+2%
增持
IVW
ISHARES TR
+$24.0K
3,237
+1%
减持
—
WELLS FARGO CO NEW
-$24.0K
505
-2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$23.7K
6,441
-6%
减持
ACWI
ISHARES TR
-$23.4K
35,944
-6%
增持
MA
MASTERCARD INCORPORATED
+$23.0K
746
+0%
增持
NYF
ISHARES TR
+$22.8K
10,520
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$22.1K
2,141
-5%
增持
—
ACTIVISION BLIZZARD INC
+$22.0K
3,424
+10%
减持
CNRG
SPDR SER TR
-$21.9K
3,721
-4%
减持
VDE
VANGUARD WORLD FDS
-$21.1K
4,270
-3%
增持
FSK
FS KKR CAP CORP
+$20.7K
24,362
+1%
