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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 22
增持 97
减持 25
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$2.0M
129,296
+24%
增持
MSFT
MICROSOFT CORP
+$938.5K
9,578
+14%
增持
COWZ
PACER FDS TR
+$839.3K
74,870
+21%
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
SPYV
SPDR SER TR
+$823.2K
132,504
+2%
增持
STIP
ISHARES TR
+$762.7K
13,620
+128%
增持
SPYG
SPDR SER TR
+$742.7K
119,908
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$728.2K
31,387
+63%
增持
VOO
VANGUARD INDEX FDS
+$687.7K
5,254
+28%
增持
AAPL
APPLE INC
+$643.8K
20,963
+6%
增持
CAT
CATERPILLAR INC
+$637.4K
26,490
+1%
增持
ACWI
ISHARES TR
+$547.9K
40,910
+5%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$507.2K
8,095
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$497.1K
73,388
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$477.8K
6,605
+36%
增持
QQQ
INVESCO QQQ TR
+$474.2K
4,732
+16%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$455.1K
0
-100%
增持
USRT
ISHARES TR
+$426.5K
42,720
+6%
增持
AMZN
AMAZON COM INC
+$389.2K
11,563
+7%
增持
SPYD
SPDR SER TR
+$389.0K
79,162
+2%
建仓
XAR
SPDR SER TR
+$383.4K
2,831
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$382.9K
123,339
-6%
增持
KSS
KOHLS CORP
+$360.2K
32,196
+20%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$345.0K
71,366
+55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$328.1K
4,555
+23%
增持
GLD
SPDR GOLD TR
+$324.6K
9,018
+10%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$322.4K
85,384
+68%
清仓
—
ACTIVISION BLIZZARD INC
-$320.2K
0
-100%
增持
V
VISA INC
+$313.6K
5,062
+16%
增持
XLE
SELECT SECTOR SPDR TR
+$308.9K
30,116
+23%
清仓
ROSC
LATTICE STRATEGIES TR
-$305.1K
0
-100%
增持
HD
HOME DEPOT INC
+$287.2K
2,860
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$276.9K
3,947
+6%
减持
HDV
ISHARES TR
-$275.7K
9,626
-24%
建仓
BALT
INNOVATOR ETFS TR
+$269.7K
9,439
增持
SOXX
ISHARES TR
+$269.1K
847
+83%
增持
CVX
CHEVRON CORP NEW
-$266.4K
26,104
+6%
增持
VUG
VANGUARD INDEX FDS
+$265.2K
4,613
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$260.3K
40,267
+49%
增持
VNQ
VANGUARD INDEX FDS
+$256.0K
10,201
+20%
增持
EWA
ISHARES INC
+$255.6K
22,543
+65%
增持
TLT
ISHARES TR
+$255.3K
4,906
+89%
增持
FPE
FIRST TR EXCH TRADED FD III
+$252.3K
105,688
+10%
增持
IDV
ISHARES TR
+$244.7K
18,064
+76%
建仓
SPGI
S&P GLOBAL INC
+$241.4K
548
建仓
AMD
ADVANCED MICRO DEVICES INC
+$239.1K
1,622
建仓
WEC
WEC ENERGY GROUP INC
+$237.8K
2,825
建仓
IWM
ISHARES TR
+$236.0K
1,176
清仓
AJG
GALLAGHER ARTHUR J & CO
-$233.6K
0
-100%
增持
CNRG
SPDR SER TR
+$233.5K
6,819
+80%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$232.6K
32,382
+116%
增持
PSFF
PACER FDS TR
+$232.3K
51,203
+13%
建仓
ADBE
ADOBE INC
+$230.9K
387
增持
SLV
ISHARES SILVER TR
+$230.6K
83,867
+7%
建仓
UBER
UBER TECHNOLOGIES INC
+$229.0K
3,719
增持
ARCC
ARES CAPITAL CORP
+$227.6K
41,625
+34%
建仓
RBLX
ROBLOX CORP
+$226.0K
4,944
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$225.4K
10,552
建仓
SCHG
SCHWAB STRATEGIC TR
+$221.7K
2,672
清仓
VAW
VANGUARD WORLD FDS
-$220.4K
0
-100%
增持
—
ETF MANAGERS TR
+$218.3K
10,526
+30%
建仓
ITW
ILLINOIS TOOL WKS INC
+$218.0K
832
建仓
SYK
STRYKER CORPORATION
+$217.1K
725
建仓
INTU
INTUIT
+$216.9K
347
增持
META
META PLATFORMS INC
+$216.2K
3,056
+6%
建仓
—
BLACKROCK INC
+$215.1K
265
清仓
MUB
ISHARES TR
-$213.7K
0
-100%
建仓
SQ
BLOCK INC
+$211.6K
2,735
建仓
QCOM
QUALCOMM INC
+$211.5K
1,462
建仓
TSCO
TRACTOR SUPPLY CO
+$209.2K
973
减持
ILTB
ISHARES TR
+$205.3K
64,277
-4%
建仓
PSX
PHILLIPS 66
+$203.6K
1,529
减持
—
EXXON MOBIL CORP
-$198.6K
7,756
-6%
增持
DVY
ISHARES TR
+$197.3K
7,705
+17%
减持
DFUS
DIMENSIONAL ETF TRUST
+$191.2K
41,863
-2%
增持
KR
KROGER CO
+$191.1K
17,823
+28%
增持
EFA
ISHARES TR
+$190.5K
9,152
+26%
增持
NVDA
NVIDIA CORPORATION
+$189.5K
1,861
+11%
增持
HSY
HERSHEY CO
+$179.6K
4,432
+37%
增持
CLX
CLOROX CO DEL
+$178.7K
3,590
+41%
增持
BA
BOEING CO
+$173.9K
1,626
+25%
建仓
MAC
MACERICH CO
+$170.7K
11,064
增持
AAXJ
ISHARES TR
+$164.9K
7,733
+40%
增持
AGGY
WISDOMTREE TR
+$158.2K
26,179
+9%
增持
INTC
INTEL CORP
+$158.0K
9,702
+5%
增持
ICVT
ISHARES TR
+$157.9K
7,171
+31%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$153.1K
12,068
+32%
增持
CME
CME GROUP INC
+$152.3K
2,569
+32%
减持
VDE
VANGUARD WORLD FDS
-$152.2K
3,136
-24%
增持
COST
COSTCO WHSL CORP NEW
+$143.6K
1,129
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$129.3K
16,387
+19%
增持
ITA
ISHARES TR
+$127.7K
6,107
+0%
增持
IAU
ISHARES GOLD TR
+$127.1K
12,300
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$121.4K
10,680
+23%
增持
LGLV
SPDR SER TR
+$113.7K
7,234
+3%
增持
QDPL
PACER FDS TR
+$112.1K
11,241
+32%
增持
BND
VANGUARD BD INDEX FDS
+$109.9K
18,518
+3%
增持
SHY
ISHARES TR
+$108.0K
25,187
+4%
增持
YYY
AMPLIFY ETF TR
+$106.6K
124,356
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$104.3K
4,710
+5%
增持
ARKK
ARK ETF TR
+$96.9K
7,507
+1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$93.9K
19,601
+55%
减持
VYM
VANGUARD WHITEHALL FDS
+$91.4K
15,292
-2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$86.7K
2,106
+0%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$85.8K
37,946
+3%
增持
TFI
SPDR SER TR
+$85.1K
23,083
+1%
增持
CSCO
CISCO SYS INC
+$79.9K
18,424
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$79.2K
7,502
+19%
增持
VBK
VANGUARD INDEX FDS
+$78.6K
2,717
+1%
增持
GOOG
ALPHABET INC
+$78.2K
3,585
+11%
增持
IBB
ISHARES TR
+$77.2K
3,478
+8%
增持
AMT
AMERICAN TOWER CORP NEW
+$76.9K
1,483
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$75.7K
76,941
+4%
增持
VOT
VANGUARD INDEX FDS
+$75.5K
2,907
+1%
建仓
GRNT
GRANITE RIDGE RESOURCES INC
+$73.9K
12,275
减持
SHW
SHERWIN WILLIAMS CO
+$73.7K
1,790
-6%
减持
IVV
ISHARES TR
+$72.5K
1,590
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$68.9K
5,040
+16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$68.6K
9,480
+3%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$66.8K
6,702
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$66.5K
23,001
-18%
增持
PTLC
PACER FDS TR
+$64.6K
7,138
+17%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$64.5K
68,655
-3%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$59.7K
10,301
-15%
减持
IVE
ISHARES TR
+$59.6K
3,202
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$59.3K
13,503
+0%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$57.8K
3,854
-23%
减持
BCX
BLACKROCK RES & COMMODITIES
-$57.3K
17,903
-24%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$56.8K
109,854
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$55.0K
7,082
+2%
增持
IJR
ISHARES TR
+$54.4K
3,586
+1%
增持
IJK
ISHARES TR
+$54.0K
6,343
+2%
增持
DON
WISDOMTREE TR
+$53.4K
10,310
+1%
增持
USHY
ISHARES TR
+$52.9K
16,402
+5%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$51.2K
5,668
-20%
增持
SPTM
SPDR SER TR
+$49.6K
8,036
+0%
增持
AGG
ISHARES TR
+$49.0K
6,177
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$48.0K
8,246
+0%
减持
CASY
CASEYS GEN STORES INC
-$47.0K
1,504
-11%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$45.7K
4,616
-1%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
+$45.4K
4,135
-1%
减持
GPN
GLOBAL PMTS INC
+$44.7K
3,858
-0%
减持
SECT
NORTHERN LTS FD TR IV
+$43.3K
18,117
-5%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$43.2K
5,474
-20%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$41.1K
10,095
-12%
减持
—
WELLS FARGO CO NEW
+$39.5K
504
-0%
增持
MCD
MCDONALDS CORP
+$37.8K
863
+4%
增持
NYF
ISHARES TR
+$37.0K
10,664
+1%
减持
SPSM
SPDR SER TR
+$36.6K
7,506
-1%
增持
JNJ
JOHNSON & JOHNSON
+$35.8K
3,799
+6%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$35.6K
5,851
+0%
