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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 74
减持 48
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.5M
29,893
-59%
建仓
RISR
TIDAL ETF TR
+$2.5M
72,571
增持
FLRT
PACER FDS TR
+$2.4M
62,869
+440%
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。
清仓
CSHI
NEOS ETF TRUST
-$2.3M
0
-100%
增持
SPYG
SPDR SER TR
+$1.3M
125,166
+5%
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$1.0M
37,594
-63%
增持
NVDA
NVIDIA CORPORATION
+$910.3K
22,186
+995%
增持
CAT
CATERPILLAR INC
-$881.9K
26,678
+0%
减持
COWZ
PACER FDS TR
-$864.8K
64,460
-14%
增持
AAPL
APPLE INC
+$844.6K
20,834
+1%
清仓
TLT
ISHARES TR
-$683.1K
0
-100%
建仓
ONEQ
FIDELITY COMWLTH TR
+$640.2K
9,155
增持
PSFF
PACER FDS TR
+$578.0K
70,461
+38%
减持
SHY
ISHARES TR
-$491.8K
19,835
-23%
增持
DFUS
DIMENSIONAL ETF TRUST
+$474.8K
54,076
+14%
清仓
XAR
SPDR SER TR
-$397.9K
0
-100%
建仓
IGLD
FIRST TR EXCHANGE-TRADED FD
+$344.6K
17,209
增持
BIL
SPDR SER TR
+$339.5K
23,000
+19%
减持
SPYV
SPDR SER TR
-$338.3K
126,851
-3%
增持
LLY
ELI LILLY & CO
+$253.7K
678
+46%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$243.2K
4,246
减持
DON
WISDOMTREE TR
-$239.8K
5,380
-47%
建仓
PANW
PALO ALTO NETWORKS INC
+$238.0K
702
增持
MSI
MOTOROLA SOLUTIONS INC
+$238.0K
2,560
+21%
增持
QQQ
INVESCO QQQ TR
+$229.4K
4,758
+3%
清仓
SCHA
SCHWAB STRATEGIC TR
-$224.5K
0
-100%
清仓
SQ
BLOCK INC
-$220.9K
0
-100%
减持
SPAB
SPDR SER TR
-$216.6K
147,432
-5%
建仓
LAC
LITHIUM AMERS CORP NEW
+$215.6K
80,454
清仓
DIS
DISNEY WALT CO
-$214.9K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$213.2K
0
-100%
建仓
WMT
WALMART INC
+$212.1K
3,133
建仓
SMH
VANECK ETF TRUST
+$211.7K
812
清仓
MCD
MCDONALDS CORP
-$211.5K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$210.3K
5,567
+4%
建仓
ADBE
ADOBE INC
+$209.4K
377
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$209.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$208.4K
12,477
+2%
清仓
DVN
DEVON ENERGY CORP NEW
-$206.4K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$204.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$203.9K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$203.7K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$202.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$201.8K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$201.6K
372
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$197.0K
23,764
+16%
减持
MSFT
MICROSOFT CORP
+$179.9K
10,461
-2%
清仓
MAC
MACERICH CO
-$175.3K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$174.3K
16,868
+42%
增持
VUG
VANGUARD INDEX FDS
+$157.9K
5,066
+0%
减持
COST
COSTCO WHSL CORP NEW
+$149.5K
1,280
-0%
增持
GOOG
ALPHABET INC
+$143.3K
4,029
+3%
减持
GPN
GLOBAL PMTS INC
-$141.9K
3,727
-1%
增持
CASY
CASEYS GEN STORES INC
+$138.9K
1,555
+9%
减持
HDV
ISHARES TR
-$134.4K
3,907
-23%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$129.7K
43,866
+15%
增持
KR
KROGER CO
-$125.7K
18,428
+1%
增持
SOXX
ISHARES TR
+$123.2K
3,351
+8%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$123.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$114.7K
35,360
+4%
增持
INTC
INTEL CORP
-$111.2K
10,077
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$108.2K
3,787
+1%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$105.9K
84,018
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$105.6K
5,844
-15%
增持
USHY
ISHARES TR
+$102.3K
19,582
+18%
减持
ACWI
ISHARES TR
-$100.9K
38,805
-4%
增持
HD
HOME DEPOT INC
-$99.1K
2,866
+1%
减持
GLD
SPDR GOLD TR
-$98.0K
8,513
-9%
增持
STIP
ISHARES TR
+$97.2K
15,404
+7%
增持
YYY
AMPLIFY ETF TR
+$94.8K
133,853
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$94.8K
14,964
+29%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$94.3K
46,655
+21%
减持
USRT
ISHARES TR
-$93.4K
40,360
-4%
减持
SHW
SHERWIN WILLIAMS CO
-$89.3K
1,699
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$84.5K
11,287
-14%
增持
—
EXXON MOBIL CORP
+$83.0K
8,349
+11%
减持
AGGY
WISDOMTREE TR
-$76.7K
24,897
-6%
增持
V
VISA INC
-$75.6K
5,313
+1%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$70.0K
49,381
-0%
减持
LGLV
SPDR SER TR
-$69.5K
6,904
-4%
减持
GOOGL
ALPHABET INC
+$66.6K
2,586
-4%
减持
SLV
ISHARES SILVER TR
+$64.8K
77,659
-12%
增持
ET
ENERGY TRANSFER L P
+$63.0K
48,150
+5%
清仓
GROY
GOLD ROYALTY CORP
-$62.7K
0
-100%
减持
HSY
HERSHEY CO
-$61.0K
4,233
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$60.9K
4,742
+0%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$60.4K
92,148
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$60.4K
30,451
+4%
减持
DVY
ISHARES TR
-$59.3K
7,312
-5%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$59.2K
117,278
+6%
增持
HON
HONEYWELL INTL INC
+$58.6K
3,873
+3%
增持
CLX
CLOROX CO DEL
-$58.1K
3,669
+1%
增持
JNJ
JOHNSON & JOHNSON
-$53.7K
4,807
+1%
减持
META
META PLATFORMS INC
+$49.4K
3,040
-0%
增持
CVX
CHEVRON CORP NEW
+$48.9K
28,185
+2%
增持
TSLA
TESLA INC
+$47.2K
1,494
+6%
增持
CME
CME GROUP INC
-$46.7K
2,626
+0%
增持
AAXJ
ISHARES TR
+$45.6K
8,260
+2%
减持
SPYM
SPDR SER TR
+$45.5K
123,832
-3%
减持
BND
VANGUARD BD INDEX FDS
-$42.2K
18,438
-2%
增持
QDPL
PACER FDS TR
+$41.6K
12,838
+7%
减持
VNQ
VANGUARD INDEX FDS
-$40.7K
10,042
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$40.3K
8,871
+9%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$39.2K
10,057
-1%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$38.9K
51,694
+6%
增持
FSK
FS KKR CAP CORP
+$38.7K
25,277
+5%
增持
KSS
KOHLS CORP
+$38.0K
34,297
+33%
减持
T
AT&T INC
+$37.7K
25,917
-0%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$37.1K
21,900
+8%
增持
ARKK
ARK ETF TR
-$36.7K
6,950
+2%
增持
PSX
PHILLIPS 66
-$36.0K
1,627
+0%
减持
IJK
ISHARES TR
-$36.0K
6,145
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$35.0K
2,646
+21%
增持
BA
BOEING CO
+$33.9K
3,382
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$32.6K
3,507
+1%
减持
VDE
VANGUARD WORLD FD
-$32.3K
2,995
-5%
减持
MA
MASTERCARD INCORPORATED
-$31.8K
645
-2%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$31.0K
81,873
+6%
增持
ILTB
ISHARES TR
-$30.9K
66,829
+2%
减持
VBK
VANGUARD INDEX FDS
-$30.8K
2,796
-0%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$29.5K
6,731
+1%
减持
VOT
VANGUARD INDEX FDS
-$29.3K
2,869
-2%
增持
DE
DEERE & CO
-$29.2K
810
+0%
增持
CNRG
SPDR SER TR
-$28.9K
7,527
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$28.8K
3,569
-5%
增持
PTLC
PACER FDS TR
+$28.7K
7,726
+4%
增持
HACK
AMPLIFY ETF TR
+$28.6K
11,531
+3%
减持
QCOM
QUALCOMM INC
+$28.4K
1,336
-5%
减持
AGG
ISHARES TR
-$28.1K
6,091
-4%
减持
VTV
VANGUARD INDEX FDS
-$27.3K
2,026
-6%
减持
IUSB
ISHARES TR
-$27.1K
6,745
-7%
减持
GOVT
ISHARES TR
-$26.9K
31,230
-3%
增持
FPE
FIRST TR EXCH TRADED FD III
+$26.1K
105,720
+1%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$25.8K
5,732
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$25.6K
13,340
+1%
减持
IVW
ISHARES TR
+$25.1K
3,296
-1%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$25.1K
3,987
+9%
减持
FTEC
FIDELITY COVINGTON TRUST
+$24.9K
1,785
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$24.8K
12,575
-2%
减持
MRK
MERCK & CO INC
-$24.7K
2,404
-2%
减持
ITA
ISHARES TR
-$23.2K
6,102
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$23.0K
4,838
-10%
增持
EWA
ISHARES INC
+$22.8K
25,133
+5%
增持
MCN
MADISON COVERED CALL & EQUIT
+$22.1K
44,181
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$21.2K
9,984
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$21.2K
17,589
+1%
增持
WTBA
WEST BANCORPORATION INC
+$21.2K
11,350
+11%
增持
SPTM
SPDR SER TR
+$20.9K
8,613
+0%
增持
FLOT
ISHARES TR
+$20.4K
21,496
+2%
增持
TSCO
TRACTOR SUPPLY CO
+$20.0K
861
+6%
