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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 76
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
ONEQ
FIDELITY COMWLTH TR
-$1.8M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
FLRT
PACER FDS TR
+$1.3M
105,107
+38%
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。
减持
BIL
SPDR SER TR
-$1.3M
23,512
-38%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$1.1M
48,158
减持
CAT
CATERPILLAR INC
-$897.0K
26,546
-0%
增持
SPYG
SPDR SER TR
-$882.8K
117,575
+0%
增持
FLOT
ISHARES TR
+$845.5K
38,626
+74%
减持
AAPL
APPLE INC
-$786.9K
20,827
-4%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$699.5K
129,061
+30%
减持
CVX
CHEVRON CORP NEW
+$648.6K
29,885
-1%
减持
MSFT
MICROSOFT CORP
-$619.4K
9,770
-4%
增持
GLD
SPDR GOLD TR
+$609.8K
10,518
+5%
增持
NVDA
NVIDIA CORPORATION
-$550.6K
24,668
+3%
减持
QDPL
PACER FDS TR
-$545.7K
50,600
-19%
增持
ILTB
ISHARES TR
+$536.9K
103,257
+9%
增持
SLV
ISHARES SILVER TR
+$527.7K
93,933
+4%
减持
VOO
VANGUARD INDEX FDS
-$520.3K
6,071
-10%
减持
AMZN
AMAZON COM INC
-$506.6K
12,864
-4%
减持
TSLA
TESLA INC
-$493.2K
3,365
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$357.1K
4,948
-2%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$350.3K
7,062
增持
SPYM
SPDR SER TR
-$315.6K
143,876
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$301.4K
12,796
+23%
清仓
GM
GENERAL MTRS CO
-$298.2K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$297.5K
53,094
+27%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$294.0K
0
-100%
增持
STIP
ISHARES TR
+$286.1K
21,539
+12%
增持
IAU
ISHARES GOLD TR
+$285.0K
15,237
+23%
减持
QQQ
INVESCO QQQ TR
-$271.3K
5,813
-1%
建仓
PM
PHILIP MORRIS INTL INC
+$267.1K
1,683
增持
WINN
HARBOR ETF TRUST
+$266.6K
19,357
+154%
清仓
PANW
PALO ALTO NETWORKS INC
-$265.7K
0
-100%
清仓
BLK
BLACKROCK INC
-$250.2K
0
-100%
减持
SOXX
ISHARES TR
-$248.3K
3,829
-15%
清仓
SQ
BLOCK INC
-$243.2K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$242.1K
6,474
增持
AGG
ISHARES TR
+$228.9K
6,168
+57%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$223.4K
21,865
+2%
建仓
BITO
PROSHARES TR
+$221.2K
12,076
建仓
RSG
REPUBLIC SVCS INC
+$221.2K
913
清仓
NOW
SERVICENOW INC
-$220.5K
0
-100%
建仓
INTC
INTEL CORP
+$214.3K
9,437
建仓
UBER
UBER TECHNOLOGIES INC
+$212.4K
2,915
建仓
CTAS
CINTAS CORP
+$211.3K
1,028
建仓
IEMG
ISHARES INC
+$207.8K
3,851
建仓
SNA
SNAP ON INC
+$205.9K
611
清仓
—
ACCENTURE PLC IRELAND
-$205.4K
0
-100%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$202.7K
4,036
建仓
FAST
FASTENAL CO
+$201.4K
2,597
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$201.3K
830
增持
VUG
VANGUARD INDEX FDS
-$194.3K
5,576
+1%
减持
GOOGL
ALPHABET INC
-$188.0K
2,278
-20%
增持
PG
PROCTER AND GAMBLE CO
+$182.6K
2,874
+57%
减持
V
VISA INC
+$179.7K
5,340
-0%
增持
SPYD
SPDR SER TR
+$179.0K
85,135
+3%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$178.0K
21,159
+39%
减持
SECT
NORTHERN LTS FD TR IV
-$168.1K
20,752
-7%
减持
AVGO
BROADCOM INC
-$168.0K
2,270
-4%
减持
PSFF
PACER FDS TR
-$165.3K
80,827
-4%
减持
GOOG
ALPHABET INC
-$162.4K
4,500
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$156.1K
19,131
+42%
增持
IDEV
ISHARES TR
+$152.3K
6,095
+47%
增持
YYY
AMPLIFY ETF TR
+$150.7K
159,164
+10%
增持
KR
KROGER CO
+$150.0K
19,148
+2%
增持
BND
VANGUARD BD INDEX FDS
+$149.8K
18,831
+10%
减持
COST
COSTCO WHSL CORP NEW
-$149.5K
1,042
-16%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$149.3K
14,522
-15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$149.2K
39,161
+8%
减持
SOFI
SOFI TECHNOLOGIES INC
-$147.7K
16,116
-26%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$142.3K
11,427
减持
MO
ALTRIA GROUP INC
+$138.5K
18,356
-0%
增持
ITA
ISHARES TR
+$135.2K
7,193
+8%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$130.2K
133,882
+10%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$127.4K
4,938
-18%
增持
EFA
ISHARES TR
+$124.9K
10,828
+8%
增持
QCOM
QUALCOMM INC
+$123.5K
2,180
+58%
减持
CSCO
CISCO SYS INC
-$123.4K
6,772
-26%
增持
—
EXXON MOBIL CORP
+$123.3K
8,611
+3%
建仓
XFOFX
COHEN & STEERS CLOSED-END OP
+$122.5K
10,146
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$122.0K
20,417
-9%
清仓
F
FORD MTR CO
-$109.2K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
+$107.6K
2,665
-8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$103.6K
32,244
+16%
增持
LGLV
SPDR SER TR
+$102.4K
6,127
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$102.1K
26,871
+31%
增持
T
AT&T INC
+$101.7K
17,923
+1%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$99.7K
10,078
+33%
增持
FPE
FIRST TR EXCH TRADED FD III
+$95.3K
114,622
+6%
增持
IDV
ISHARES TR
+$92.9K
20,482
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$91.9K
18,656
+3%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$91.9K
101,122
+12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$91.9K
12,619
+8%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$91.4K
103,487
+6%
增持
CME
CME GROUP INC
+$89.9K
2,687
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$89.7K
6,951
+20%
减持
IWM
ISHARES TR
-$88.7K
2,415
-6%
减持
CNRG
SPDR SER TR
-$86.4K
5,813
-7%
减持
MINT
PIMCO ETF TR
-$86.2K
9,479
-9%
减持
SPAB
SPDR SER TR
+$81.7K
152,475
-0%
减持
ET
ENERGY TRANSFER L P
-$81.5K
45,781
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$79.2K
2,618
-1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$77.8K
16,914
+27%
增持
KSS
KOHLS CORP
+$77.6K
67,937
+100%
减持
IVV
ISHARES TR
-$76.5K
1,519
-4%
增持
IVW
ISHARES TR
+$75.0K
3,428
+43%
减持
UEC
URANIUM ENERGY CORP
-$73.9K
31,493
-6%
减持
META
META PLATFORMS INC
-$72.3K
3,133
-2%
增持
USRT
ISHARES TR
+$68.1K
43,408
+2%
增持
CASY
CASEYS GEN STORES INC
+$67.5K
1,565
+1%
增持
MRK
MERCK & CO INC
+$67.3K
3,641
+40%
减持
VGT
VANGUARD WORLD FD
-$64.5K
503
-7%
增持
AAXJ
ISHARES TR
+$64.4K
8,533
+9%
增持
ARCC
ARES CAPITAL CORP
+$63.1K
49,774
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$61.7K
183,083
-1%
增持
AGGY
WISDOMTREE TR
+$61.5K
30,697
+4%
增持
VNQ
VANGUARD INDEX FDS
+$61.3K
10,838
+5%
减持
ABBV
ABBVIE INC
-$60.6K
2,103
-25%
减持
VZ
VERIZON COMMUNICATIONS INC
+$58.3K
11,630
-1%
增持
JMHI
J P MORGAN EXCHANGE TRADED F
+$58.1K
33,917
+3%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$57.9K
22,238
+10%
增持
NFLX
NETFLIX INC
+$57.2K
523
+8%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$55.9K
9,350
+5%
减持
IJK
ISHARES TR
-$54.6K
5,829
-2%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$53.8K
14,200
+26%
增持
ABT
ABBOTT LABS
+$51.4K
2,472
+1%
减持
TOST
TOAST INC
-$51.1K
6,132
-12%
增持
HD
HOME DEPOT INC
-$49.9K
2,827
+1%
增持
TMUS
T-MOBILE US INC
+$49.5K
972
+2%
减持
VOT
VANGUARD INDEX FDS
-$49.5K
2,796
-3%
增持
IMCG
ISHARES TR
+$49.4K
3,633
+31%
增持
VDE
VANGUARD WORLD FD
+$48.8K
3,014
+7%
增持
SPEM
SPDR INDEX SHS FDS
+$48.0K
16,224
+5%
减持
KO
COCA COLA CO
+$46.2K
5,162
-1%
增持
HDV
ISHARES TR
+$46.0K
4,280
+2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$46.0K
55,482
+10%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$43.9K
7,977
+4%
增持
EWA
ISHARES INC
+$43.8K
28,235
+9%
增持
USHY
ISHARES TR
+$43.6K
16,971
+7%
减持
RBLX
ROBLOX CORP
-$43.4K
3,739
-17%
增持
ARKK
ARK ETF TR
-$43.0K
6,937
+6%
增持
FRTY
THE ALGER ETF TRUST
-$41.8K
34,307
+9%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$41.6K
3,870
-3%
减持
IJR
ISHARES TR
-$41.4K
3,391
-1%
增持
MUB
ISHARES TR
+$40.8K
2,384
+21%
减持
SHY
ISHARES TR
-$40.0K
14,315
-4%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$39.7K
6,449
+13%
增持
FYX
FIRST TR SML CP CORE ALPHA F
-$39.5K
4,579
+2%
增持
DE
DEERE & CO
+$39.4K
825
+0%
减持
PTLC
PACER FDS TR
-$39.2K
8,726
-4%
