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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 75
减持 35
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
CSHI
NEOS ETF TRUST
+$2.3M
45,536
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$2.1M
49,390
增持
CAT
CATERPILLAR INC
+$1.9M
26,658
+1%
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。
建仓
JBI
JANUS INTERNATIONAL GROUP IN
+$1.5M
100,594
增持
NVDA
NVIDIA CORPORATION
+$909.0K
2,026
+9%
减持
SPYG
SPDR SER TR
+$907.3K
119,049
-1%
增持
MSFT
MICROSOFT CORP
+$893.9K
10,685
+12%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$820.3K
29,338
建仓
HON
HONEYWELL INTL INC
+$768.5K
3,744
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$745.6K
0
-100%
建仓
HACK
AMPLIFY ETF TR
+$717.8K
11,196
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$653.3K
20,451
-35%
减持
SPYM
SPDR SER TR
+$652.1K
128,063
-1%
清仓
—
ETF MANAGERS TR
-$635.8K
0
-100%
建仓
FLRT
PACER FDS TR
+$554.2K
11,653
建仓
BUFB
INNOVATOR ETFS TRUST
+$547.9K
18,649
增持
DFUS
DIMENSIONAL ETF TRUST
+$537.8K
47,518
+14%
减持
CSCO
CISCO SYS INC
-$494.3K
8,745
-53%
减持
AAPL
APPLE INC
-$492.5K
20,664
-1%
增持
COWZ
PACER FDS TR
+$484.7K
75,326
+1%
增持
CVX
CHEVRON CORP NEW
+$466.1K
27,639
+6%
增持
AMZN
AMAZON COM INC
+$445.9K
12,212
+6%
减持
HDV
ISHARES TR
-$422.7K
5,073
-47%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$404.7K
11,623
减持
META
META PLATFORMS INC
+$401.8K
3,055
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$400.3K
17,417
+14%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$369.7K
11,864
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$365.3K
4,732
+4%
减持
SPYV
SPDR SER TR
+$342.3K
130,159
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$323.1K
30,167
+0%
清仓
AMT
AMERICAN TOWER CORP NEW
-$320.1K
0
-100%
清仓
GAPR
FIRST TR EXCHNG TRADED FD VI
-$319.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$303.1K
5,047
+9%
减持
ACWI
ISHARES TR
+$299.1K
40,521
-1%
建仓
AVGO
BROADCOM INC
+$292.9K
221
建仓
PG
PROCTER AND GAMBLE CO
+$286.0K
1,763
增持
VOO
VANGUARD INDEX FDS
+$278.9K
5,354
+2%
增持
USFR
WISDOMTREE TR
+$277.4K
10,383
+113%
增持
BIL
SPDR SER TR
+$271.6K
19,297
+18%
清仓
BALT
INNOVATOR ETFS TR
-$269.7K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$249.0K
5,500
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$247.3K
3,672
清仓
PFE
PFIZER INC
-$235.2K
0
-100%
增持
SPYD
SPDR SER TR
+$233.3K
81,936
+4%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$231.2K
0
-100%
增持
KR
KROGER CO
+$231.1K
18,306
+3%
清仓
ADBE
ADOBE INC
-$230.9K
0
-100%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$229.6K
20,248
+92%
清仓
RBLX
ROBLOX CORP
-$226.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$222.1K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$221.3K
783
清仓
ITW
ILLINOIS TOOL WKS INC
-$218.0K
0
-100%
清仓
INTU
INTUIT
-$216.9K
0
-100%
增持
SOXX
ISHARES TR
+$215.3K
3,113
+268%
建仓
DIS
DISNEY WALT CO
+$214.9K
1,756
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$214.9K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$213.2K
3,679
清仓
WSO
WATSCO INC
-$209.1K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$209.0K
3,309
建仓
DVN
DEVON ENERGY CORP NEW
+$206.4K
4,112
建仓
TXN
TEXAS INSTRS INC
+$205.9K
1,182
增持
GLD
SPDR GOLD TR
+$204.4K
9,374
+4%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$203.9K
817
建仓
WM
WASTE MGMT INC DEL
+$202.3K
949
增持
TLT
ISHARES TR
+$198.1K
7,220
+47%
增持
COST
COSTCO WHSL CORP NEW
+$193.3K
1,281
+13%
建仓
WTBA
WEST BANCORPORATION INC
+$182.0K
10,206
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$181.1K
72,865
-1%
清仓
F
FORD MTR CO DEL
-$178.4K
0
-100%
减持
KSS
KOHLS CORP
-$172.9K
25,745
-20%
增持
SLV
ISHARES SILVER TR
+$172.0K
87,850
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$165.1K
4,559
-45%
清仓
FBRT
FRANKLIN BSP RLTY TR INC
-$161.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$161.0K
4,781
+26%
增持
BA
BOEING CO
+$157.8K
3,014
+85%
增持
XLK
SELECT SECTOR SPDR TR
+$156.5K
6,855
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$155.1K
2,184
+35%
增持
V
VISA INC
+$152.1K
5,267
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$147.4K
13,108
+23%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$144.6K
38,556
+19%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$142.9K
119,968
-3%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$141.8K
89,062
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$134.7K
5,133
+9%
减持
SCHX
SCHWAB STRATEGIC TR
-$133.1K
5,380
-35%
增持
GOOGL
ALPHABET INC
+$121.1K
2,680
+32%
增持
ET
ENERGY TRANSFER L P
+$118.7K
45,643
+5%
增持
KO
COCA COLA CO
+$116.6K
5,430
+48%
减持
QQQ
INVESCO QQQ TR
+$112.2K
4,617
-2%
增持
IWM
ISHARES TR
+$108.4K
1,638
+39%
增持
SECT
NORTHERN LTS FD TR IV
+$108.4K
18,891
+4%
减持
—
EXXON MOBIL CORP
+$102.7K
7,554
-3%
增持
LLY
ELI LILLY & CO
+$100.8K
463
+4%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$100.3K
10,154
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$99.3K
3,462
+30%
增持
IVV
ISHARES TR
+$99.0K
1,633
+3%
减持
HD
HOME DEPOT INC
+$94.6K
2,830
-1%
增持
STIP
ISHARES TR
+$92.6K
14,436
+6%
减持
USMV
ISHARES TR
-$91.2K
2,892
-32%
增持
MSI
MOTOROLA SOLUTIONS INC
+$90.8K
2,113
+0%
增持
GOOG
ALPHABET INC
+$90.6K
3,913
+9%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$89.6K
76,214
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$89.6K
33,939
-16%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$87.2K
2,551
+11%
增持
MO
ALTRIA GROUP INC
+$86.5K
18,550
+4%
减持
FLOT
ISHARES TR
-$86.3K
21,109
-8%
增持
SPTM
SPDR SER TR
+$80.9K
8,583
+7%
增持
TSLA
TESLA INC
-$80.3K
1,413
+7%
减持
MINT
PIMCO ETF TR
-$78.7K
9,870
-8%
增持
EFA
ISHARES TR
+$78.7K
9,620
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$76.5K
3,733
-5%
增持
ARCC
ARES CAPITAL CORP
+$75.7K
43,680
+5%
减持
IJK
ISHARES TR
+$74.9K
6,328
-0%
减持
LGLV
SPDR SER TR
+$73.9K
7,210
-0%
增持
VBK
VANGUARD INDEX FDS
+$73.3K
2,801
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$71.5K
17,743
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.5K
7,957
+24%
增持
JPM
JPMORGAN CHASE & CO
+$68.3K
1,545
+9%
增持
YYY
AMPLIFY ETF TR
+$67.8K
125,439
+1%
减持
INTC
INTEL CORP
-$64.2K
9,584
-1%
减持
USRT
ISHARES TR
-$64.2K
41,916
-2%
增持
PSX
PHILLIPS 66
+$62.1K
1,626
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$59.4K
5,294
+15%
增持
UBER
UBER TECHNOLOGIES INC
+$59.2K
3,743
+1%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$58.1K
110,155
+0%
增持
QDPL
PACER FDS TR
+$57.9K
11,994
+7%
增持
ITA
ISHARES TR
+$55.8K
6,283
+3%
减持
PSFF
PACER FDS TR
+$54.9K
51,095
-0%
增持
SPMD
SPDR SER TR
+$54.3K
7,568
+6%
增持
IBB
ISHARES TR
+$52.5K
3,827
+10%
减持
ARKK
ARK ETF TR
-$50.9K
6,833
-9%
清仓
—
AURORA CANNABIS INC
-$50.1K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$49.6K
2,917
+0%
增持
CLX
CLOROX CO DEL
+$46.8K
3,650
+2%
增持
PTLC
PACER FDS TR
+$46.8K
7,454
+4%
增持
VDE
VANGUARD WORLD FD
+$46.6K
3,147
+0%
增持
CTRA
COTERRA ENERGY INC
+$46.1K
10,350
+9%
增持
SOFI
SOFI TECHNOLOGIES INC
-$45.9K
20,426
+4%
增持
LQD
ISHARES TR
+$45.1K
3,606
+15%
增持
SHY
ISHARES TR
+$45.0K
25,817
+3%
减持
MCD
MCDONALDS CORP
-$44.4K
750
-13%
增持
HYG
ISHARES TR
+$43.5K
4,773
+13%
减持
PKW
INVESCO EXCHANGE TRADED FD T
+$43.5K
5,741
-2%
增持
EWA
ISHARES INC
+$42.5K
23,973
+6%
减持
CASY
CASEYS GEN STORES INC
+$41.2K
1,427
-5%
减持
IVE
ISHARES TR
+$41.1K
3,201
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$41.1K
13,179
+7%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$40.9K
6,683
-0%
减持
DVY
ISHARES TR
+$40.7K
7,663
-1%
增持
VTV
VANGUARD INDEX FDS
+$38.3K
2,163
+3%
减持
SHW
SHERWIN WILLIAMS CO
+$38.1K
1,717
-4%
