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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 70
减持 35
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
SHV
ISHARES TR
-$2.6M
0
-100%
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.8M
23,161
增持
SPYM
SPDR SER TR
+$1.8M
141,816
+19%
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
JMHI
J P MORGAN EXCHANGE TRADED F
+$1.7M
32,946
增持
QDPL
PACER FDS TR
+$1.6M
62,350
+211%
增持
BIL
SPDR SER TR
+$1.4M
37,705
+66%
建仓
SGOV
ISHARES TR
+$1.3M
13,284
建仓
QYLD
GLOBAL X FDS
+$1.2M
67,446
减持
FLRT
PACER FDS TR
-$1.2M
75,981
-25%
增持
ILTB
ISHARES TR
+$1.0M
95,086
+41%
增持
TSLA
TESLA INC
+$866.2K
3,381
+77%
增持
VOO
VANGUARD INDEX FDS
+$780.2K
6,756
+25%
减持
CAT
CATERPILLAR INC
-$759.3K
26,607
-0%
增持
AMZN
AMAZON COM INC
+$699.3K
13,465
+11%
增持
AAPL
APPLE INC
+$674.7K
21,617
+6%
清仓
GOVT
ISHARES TR
-$674.3K
0
-100%
建仓
JSML
JANUS DETROIT STR TR
+$644.3K
9,829
增持
QQQ
INVESCO QQQ TR
+$637.8K
5,863
+21%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$633.9K
21,446
-19%
增持
SPYG
SPDR SER TR
+$610.9K
117,546
+0%
建仓
FRTY
THE ALGER ETF TRUST
+$588.1K
31,448
增持
NVDA
NVIDIA CORPORATION
+$577.3K
24,009
+10%
减持
SHY
ISHARES TR
-$565.6K
14,934
-31%
建仓
RTRE
COLLABORATIVE INVESTMNT SER
+$498.9K
20,238
清仓
SCHA
SCHWAB STRATEGIC TR
-$496.5K
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$492.7K
7,200
+118%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$477.5K
15,271
清仓
TLT
ISHARES TR
-$465.3K
0
-100%
减持
TFI
SPDR SER TR
-$446.4K
13,645
-40%
增持
LAC
LITHIUM AMERS CORP NEW
+$393.4K
216,973
+133%
清仓
JBI
JANUS INTERNATIONAL GROUP IN
-$380.1K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$352.4K
13,517
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$336.9K
185,253
+5%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$313.9K
7,594
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$313.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$311.1K
5,511
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$306.0K
61,446
+6%
增持
BA
BOEING CO
+$303.7K
4,701
+35%
减持
USHY
ISHARES TR
-$301.4K
15,795
-33%
建仓
GM
GENERAL MTRS CO
+$298.2K
5,598
清仓
IUSB
ISHARES TR
-$297.7K
0
-100%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$297.3K
11,770
增持
STIP
ISHARES TR
+$293.2K
19,310
+19%
增持
VBK
VANGUARD INDEX FDS
+$275.9K
3,578
+32%
建仓
IDEV
ISHARES TR
+$267.6K
4,151
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$267.5K
27,833
+35%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$265.4K
41,970
+24%
减持
KSS
KOHLS CORP
-$262.9K
34,052
-3%
清仓
CTRA
COTERRA ENERGY INC
-$262.1K
0
-100%
增持
PSFF
PACER FDS TR
+$256.4K
84,430
+9%
建仓
TOST
TOAST INC
+$254.5K
6,982
建仓
BLK
BLACKROCK INC
+$250.2K
244
减持
LLY
ELI LILLY & CO
-$250.1K
539
-28%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$247.2K
58,324
+25%
建仓
SQ
BLOCK INC
+$243.2K
2,862
清仓
—
BLACKROCK INC
-$241.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$240.4K
36,302
+17%
清仓
GD
GENERAL DYNAMICS CORP
-$236.9K
0
-100%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$235.4K
22,428
-27%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$233.5K
4,760
清仓
UBER
UBER TECHNOLOGIES INC
-$230.6K
0
-100%
减持
AGG
ISHARES TR
-$224.8K
3,934
-34%
建仓
NOW
SERVICENOW INC
+$220.5K
208
清仓
CTAS
CINTAS CORP
-$220.3K
0
-100%
建仓
HFXI
NEW YORK LIFE INVESTMENTS ET
+$220.1K
8,445
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$218.2K
99,629
+18%
减持
V
VISA INC
+$218.1K
5,353
-0%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$217.7K
10,644
减持
LGLV
SPDR SER TR
-$214.3K
5,835
-16%
建仓
CTVA
CORTEVA INC
+$211.2K
3,707
建仓
MUB
ISHARES TR
+$210.6K
1,977
清仓
INTC
INTEL CORP
-$210.4K
0
-100%
建仓
IMCG
ISHARES TR
+$210.1K
2,781
建仓
TMUS
T-MOBILE US INC
+$209.7K
950
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$209.5K
1,061
建仓
WINN
HARBOR ETF TRUST
+$207.7K
7,633
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$206.7K
97,272
+4%
清仓
—
TRANE TECHNOLOGIES PLC
-$206.2K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$206.0K
47,607
+5%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$205.7K
14,554
+51%
建仓
—
ACCENTURE PLC IRELAND
+$205.4K
584
建仓
WFC
WELLS FARGO CO NEW
+$203.3K
2,895
清仓
DON
WISDOMTREE TR
-$202.7K
0
-100%
增持
AVGO
BROADCOM INC
+$193.1K
2,364
+15%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$188.9K
22,483
+33%
增持
CVX
CHEVRON CORP NEW
+$180.7K
30,039
+6%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$177.1K
12,334
+20%
增持
GOOG
ALPHABET INC
+$177.0K
4,544
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$176.8K
20,478
+442%
增持
MSFT
MICROSOFT CORP
+$174.8K
10,171
+6%
增持
PTLC
PACER FDS TR
+$173.1K
9,135
+52%
增持
IWM
ISHARES TR
+$164.5K
2,582
+40%
减持
IAU
ISHARES GOLD TR
-$160.2K
12,388
-20%
减持
SOFI
SOFI TECHNOLOGIES INC
+$159.6K
21,764
-3%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$158.9K
7,655
+31%
减持
NYF
ISHARES TR
-$157.5K
7,517
-27%
减持
HSY
HERSHEY CO
-$155.2K
3,951
-8%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$154.0K
5,540
+36%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$143.0K
6,025
+40%
增持
NFLX
NETFLIX INC
+$139.7K
483
+18%
增持
USRT
ISHARES TR
-$137.3K
42,439
+2%
增持
DVY
ISHARES TR
+$133.7K
8,289
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$129.7K
5,026
+8%
增持
SECT
NORTHERN LTS FD TR IV
+$118.0K
22,338
+8%
增持
META
META PLATFORMS INC
+$116.8K
3,208
+4%
减持
HYG
ISHARES TR
-$106.8K
2,767
-32%
增持
ARCC
ARES CAPITAL CORP
+$106.7K
47,505
+7%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$106.0K
8,930
+44%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$104.8K
11,238
减持
DFAX
DIMENSIONAL ETF TRUST
-$103.3K
20,510
-10%
增持
KR
KROGER CO
+$101.6K
18,743
+3%
减持
IVE
ISHARES TR
-$100.2K
2,657
-14%
增持
HON
HONEYWELL INTL INC
+$99.5K
4,035
+3%
减持
ABBV
ABBVIE INC
-$95.7K
2,820
-7%
减持
CNRG
SPDR SER TR
-$94.4K
6,259
-13%
减持
JNJ
JOHNSON & JOHNSON
-$94.2K
4,674
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$93.8K
2,110
-1%
增持
GOOGL
ALPHABET INC
+$85.9K
2,854
+4%
增持
YYY
AMPLIFY ETF TR
-$83.9K
144,565
+2%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$82.6K
13,161
+45%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$82.4K
121,750
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$78.6K
2,658
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$78.2K
12,680
-2%
建仓
BGS
B & G FOODS INC NEW
+$77.3K
11,218
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$77.3K
17,037
-7%
增持
HACK
AMPLIFY ETF TR
+$76.4K
11,747
+0%
减持
AAXJ
ISHARES TR
-$76.2K
7,856
-4%
减持
IVV
ISHARES TR
-$74.0K
1,580
-9%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$73.2K
16,907
-18%
增持
—
EXXON MOBIL CORP
-$72.6K
8,374
+1%
增持
WMT
WALMART INC
+$71.4K
5,568
+4%
增持
EWA
ISHARES INC
-$69.6K
25,901
+2%
增持
CSCO
CISCO SYS INC
+$69.6K
9,144
+3%
减持
IVW
ISHARES TR
-$68.5K
2,395
-26%
减持
FSK
FS KKR CAP CORP
-$68.0K
24,628
-19%
增持
JPM
JPMORGAN CHASE & CO.
+$67.0K
1,733
+5%
增持
SPYV
SPDR SER TR
+$66.4K
135,497
+4%
增持
COST
COSTCO WHSL CORP NEW
+$64.4K
1,239
+3%
减持
IBB
ISHARES TR
-$63.3K
3,532
-3%
增持
SPYD
SPDR SER TR
-$63.2K
83,003
+4%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$62.5K
13,340
+26%
减持
BABA
ALIBABA GROUP HLDG LTD
-$62.3K
2,887
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$61.7K
11,709
+12%
增持
AGGY
WISDOMTREE TR
+$61.1K
29,629
+9%
增持
PSR
INVESCO ACTIVELY MANAGED EXC
+$60.3K
2,988
+41%
增持
SCHX
SCHWAB STRATEGIC TR
-$59.3K
10,408
+135%
减持
AFL
AFLAC INC
-$58.7K
5,327
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$58.6K
6,516
-10%
增持
XLE
SELECT SECTOR SPDR TR
+$58.2K
10,441
+10%
增持
SLV
ISHARES SILVER TR
-$56.7K
90,516
+5%
