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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 72
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
COWZ
PACER FDS TR
-$3.3M
4,255
-93%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.9M
177,262
+48%
建仓
SHV
ISHARES TR
+$2.6M
23,574
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
RISR
TIDAL ETF TR
-$2.5M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$2.0M
9,524
-69%
增持
FLRT
PACER FDS TR
+$1.8M
100,671
+60%
减持
CAT
CATERPILLAR INC
+$1.5M
26,619
-0%
清仓
HTAB
HARTFORD FDS EXCHANGE TRADED
-$1.4M
0
-100%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$1.1M
84,650
+93%
清仓
XEFRX
EATON VANCE SR FLTNG RTE TR
-$1.1M
0
-100%
增持
SPYV
SPDR SER TR
+$680.2K
129,832
+2%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$667.6K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$640.2K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$576.2K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$571.7K
12,324
减持
MSFT
MICROSOFT CORP
-$563.0K
9,557
-9%
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$554.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$538.9K
2,653
-30%
增持
GLD
SPDR GOLD TR
+$537.5K
9,742
+14%
建仓
SCHA
SCHWAB STRATEGIC TR
+$496.5K
9,640
建仓
TLT
ISHARES TR
+$465.3K
4,744
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$464.8K
9,635
增持
DFUS
DIMENSIONAL ETF TRUST
+$428.8K
58,058
+7%
增持
USRT
ISHARES TR
+$407.9K
41,734
+3%
增持
SLV
ISHARES SILVER TR
+$376.6K
85,886
+11%
增持
ACWI
ISHARES TR
+$363.1K
39,521
+2%
减持
AAPL
APPLE INC
+$350.4K
20,337
-2%
减持
SPYD
SPDR SER TR
+$335.0K
80,005
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$320.8K
18,299
-23%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$314.3K
30,544
+77%
减持
SPYG
SPDR SER TR
-$308.2K
117,210
-6%
增持
IAU
ISHARES GOLD TR
+$297.1K
15,564
+43%
建仓
NFLX
NETFLIX INC
+$290.8K
410
增持
QDPL
PACER FDS TR
+$290.6K
20,064
+56%
增持
ILTB
ISHARES TR
+$270.6K
67,443
+1%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$260.9K
10,588
增持
PSFF
PACER FDS TR
+$258.5K
77,125
+9%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$241.7K
1,093
增持
CVX
CHEVRON CORP NEW
-$238.5K
28,316
+0%
建仓
MMM
3M CO
+$236.6K
1,731
增持
META
META PLATFORMS INC
+$228.6K
3,077
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$220.4K
797
建仓
CTAS
CINTAS CORP
+$220.3K
1,070
增持
WMT
WALMART INC
+$219.6K
5,346
+71%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$219.4K
4,668
-2%
建仓
WEC
WEC ENERGY GROUP INC
+$216.3K
2,249
增持
ABBV
ABBVIE INC
+$213.5K
3,022
+35%
清仓
VHT
VANGUARD WORLD FD
-$213.4K
0
-100%
建仓
MCD
MCDONALDS CORP
+$213.2K
700
建仓
UNH
UNITEDHEALTH GROUP INC
+$212.2K
363
增持
VYM
VANGUARD WHITEHALL FDS
+$212.2K
17,927
+2%
清仓
SMH
VANECK ETF TRUST
-$211.7K
0
-100%
建仓
RBLX
ROBLOX CORP
+$209.7K
4,738
清仓
ADBE
ADOBE INC
-$209.4K
0
-100%
建仓
PSR
INVESCO ACTIVELY MANAGED EXC
+$209.4K
2,126
建仓
UEC
URANIUM ENERGY CORP
+$208.4K
33,553
清仓
NOBL
PROSHARES TR
-$208.2K
0
-100%
建仓
ENB
ENBRIDGE INC
+$207.9K
5,120
建仓
—
TRANE TECHNOLOGIES PLC
+$206.2K
531
增持
TSLA
TESLA INC
+$203.6K
1,908
+28%
清仓
ELV
ELEVANCE HEALTH INC
-$201.6K
0
-100%
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$200.5K
9,090
增持
USHY
ISHARES TR
+$172.1K
23,441
+20%
增持
SHY
ISHARES TR
+$170.4K
21,526
+9%
减持
MSI
MOTOROLA SOLUTIONS INC
+$162.0K
2,558
-0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$161.8K
20,589
+22%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$159.7K
122,463
+4%
减持
AMZN
AMAZON COM INC
-$156.4K
12,101
-3%
清仓
XFOFX
COHEN & STEERS CLOSED-END OP
-$153.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$153.7K
31,054
+4%
增持
CLX
CLOROX CO DEL
+$147.2K
3,977
+8%
减持
SPAB
SPDR SER TR
+$142.4K
146,959
-0%
增持
YYY
AMPLIFY ETF TR
+$141.7K
141,872
+6%
增持
SECT
NORTHERN LTS FD TR IV
+$141.3K
20,637
+9%
增持
AGGY
WISDOMTREE TR
+$141.0K
27,076
+9%
增持
IVV
ISHARES TR
+$133.2K
1,741
+9%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$132.8K
33,905
+11%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$132.2K
10,280
+2%
增持
ITA
ISHARES TR
+$129.2K
6,248
+2%
减持
T
AT&T INC
-$127.3K
16,727
-35%
减持
HD
HOME DEPOT INC
+$125.5K
2,744
-4%
增持
LGLV
SPDR SER TR
+$124.9K
6,963
+1%
减持
KR
KROGER CO
+$124.4K
18,229
-1%
建仓
F
FORD MTR CO
+$122.8K
11,633
增持
FPE
FIRST TR EXCH TRADED FD III
+$118.7K
107,958
+2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$117.7K
16,964
+13%
增持
STIP
ISHARES TR
+$116.8K
16,279
+6%
增持
SOXX
ISHARES TR
+$114.4K
4,080
+22%
减持
AFL
AFLAC INC
+$110.1K
5,453
-3%
减持
VNQ
VANGUARD INDEX FDS
+$106.8K
9,730
-3%
增持
FSK
FS KKR CAP CORP
+$104.2K
30,559
+21%
减持
INTC
INTEL CORP
-$101.7K
8,970
-11%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$99.1K
84,597
+3%
减持
SPYM
SPDR SER TR
+$95.6K
118,810
-4%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$95.4K
3,297
+25%
减持
NVDA
NVIDIA CORPORATION
-$94.1K
21,796
-2%
减持
MO
ALTRIA GROUP INC
+$93.5K
17,972
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$92.4K
26,562
-25%
增持
BA
BOEING CO
-$87.2K
3,475
+3%
减持
SHW
SHERWIN WILLIAMS CO
+$85.3K
1,552
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$80.5K
2,125
-20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$80.1K
10,485
+5%
增持
QQQ
INVESCO QQQ TR
+$80.0K
4,834
+2%
增持
V
VISA INC
+$79.3K
5,360
+1%
减持
BND
VANGUARD BD INDEX FDS
-$78.6K
16,641
-10%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$77.7K
93,599
+2%
减持
VOO
VANGUARD INDEX FDS
+$75.7K
5,420
-3%
增持
EWA
ISHARES INC
+$73.6K
25,364
+1%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$72.1K
49,542
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.7K
5,076
-1%
减持
DVY
ISHARES TR
+$70.0K
7,067
-3%
减持
PTLC
PACER FDS TR
-$69.4K
5,995
-22%
减持
VGT
VANGUARD WORLD FD
-$69.2K
521
-20%
减持
JNJ
JOHNSON & JOHNSON
+$67.5K
4,752
-1%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$67.0K
5,833
+5%
增持
CME
CME GROUP INC
+$63.9K
2,629
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$63.1K
12,963
+3%
增持
AVGO
BROADCOM INC
+$59.6K
2,058
+1018%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$56.9K
20,501
-20%
增持
VUG
VANGUARD INDEX FDS
+$56.1K
5,082
+0%
增持
IDV
ISHARES TR
+$55.2K
19,370
+1%
减持
ET
ENERGY TRANSFER L P
-$54.4K
45,271
-6%
减持
BABA
ALIBABA GROUP HLDG LTD
+$52.7K
2,894
-18%
增持
EFA
ISHARES TR
+$52.6K
9,709
+0%
增持
LLY
ELI LILLY & CO
+$52.4K
752
+11%
增持
HACK
AMPLIFY ETF TR
+$52.2K
11,696
+1%
增持
GOOG
ALPHABET INC
-$50.6K
4,118
+2%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$49.8K
6,197
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$49.6K
13,376
+0%
减持
DON
WISDOMTREE TR
-$48.9K
3,964
-26%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$48.8K
4,301
+8%
减持
AAXJ
ISHARES TR
+$48.7K
8,200
-1%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$48.7K
4,068
+5%
增持
KSS
KOHLS CORP
-$47.5K
35,117
+2%
增持
HSY
HERSHEY CO
+$46.1K
4,298
+2%
减持
CSCO
CISCO SYS INC
+$44.7K
8,864
-1%
增持
IWM
ISHARES TR
+$44.4K
1,838
+3%
增持
ARKK
ARK ETF TR
+$43.4K
7,340
+6%
增持
VOT
VANGUARD INDEX FDS
+$42.2K
2,878
+0%
减持
PKW
INVESCO EXCHANGE TRADED FD T
+$41.4K
5,562
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$40.3K
3,781
+8%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$40.2K
6,918
-1%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$38.3K
4,599
-1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$38.2K
22,336
+7%
减持
—
BLACKROCK INC
+$37.3K
254
-2%
增持
BUFB
INNOVATOR ETFS TRUST
+$35.9K
19,085
+3%
减持
KO
COCA COLA CO
+$35.4K
5,079
-2%
增持
LAC
LITHIUM AMERS CORP NEW
+$35.4K
92,980
+16%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$34.3K
4,761
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
+$33.3K
11,106
-2%
