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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 94
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$2.0M
120,044
+2%
清仓
QDPL
PACER FDS TR
-$1.8M
0
-100%
建仓
LQTI
FIRST TR EXCHANGE-TRADED FD
+$1.8M
89,240
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。
增持
NVDA
NVIDIA CORPORATION
+$1.5M
26,645
+8%
减持
CAT
CATERPILLAR INC
+$1.5M
26,503
-0%
减持
JMHI
J P MORGAN EXCHANGE TRADED F
-$1.4M
7,088
-79%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
22,583
+3%
增持
SPYM
SPDR SERIES TRUST
+$1.1M
144,872
+1%
减持
MSFT
MICROSOFT CORP
+$1.0M
9,436
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$907.1K
165,004
-10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$703.8K
69,438
+6%
增持
AMZN
AMAZON COM INC
+$671.6K
14,217
+11%
减持
AAPL
APPLE INC
-$642.3K
19,418
-7%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$631.3K
2,780
建仓
XCCC
BONDBLOXX ETF TRUST
+$616.0K
15,867
建仓
PCMM
BONDBLOXX ETF TRUST
+$602.5K
11,960
建仓
DLN
WISDOMTREE TR
+$586.6K
7,141
增持
VUG
VANGUARD INDEX FDS
+$574.6K
6,027
+8%
增持
META
META PLATFORMS INC
+$547.5K
3,189
+2%
增持
ACWI
ISHARES TR
+$538.8K
40,844
+1%
增持
QQQ
INVESCO QQQ TR
+$536.7K
5,914
+2%
增持
CVX
CHEVRON CORP NEW
-$528.9K
31,221
+4%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$526.2K
150,266
+16%
增持
SLV
ISHARES SILVER TR
+$473.7K
103,160
+10%
增持
QYLD
GLOBAL X FDS
+$466.7K
103,269
+36%
减持
FLRT
PACER FDS TR
-$465.9K
94,193
-10%
增持
ZDEK
INNOVATOR ETFS TRUST
+$451.2K
64,857
+35%
增持
SPYV
SPDR SERIES TRUST
+$417.9K
140,868
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$416.0K
7,310
+5%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$367.8K
8,371
-42%
增持
TSLA
TESLA INC
+$360.3K
3,880
+15%
增持
ITA
ISHARES TR
+$294.6K
7,399
+3%
增持
IDEV
ISHARES TR
+$290.3K
9,340
+53%
增持
SPY
SPDR S&P 500 ETF TR
+$282.8K
2,828
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$279.4K
4,850
-2%
增持
SOXX
ISHARES TR
+$276.0K
4,174
+9%
建仓
SQ
BLOCK INC
+$266.4K
3,922
建仓
APH
AMPHENOL CORP NEW
+$266.1K
2,695
建仓
ORCL
ORACLE CORP
+$265.7K
1,215
清仓
UNH
UNITEDHEALTH GROUP INC
-$263.2K
0
-100%
建仓
ZJAN
INNOVATOR ETFS TRUST
+$262.8K
9,983
增持
BA
BOEING CO
+$244.6K
5,124
+5%
减持
AVGO
BROADCOM INC
+$244.1K
2,264
-0%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$239.8K
4,408
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$236.1K
56,996
+7%
建仓
—
TRANE TECHNOLOGIES PLC
+$233.8K
535
建仓
INTU
INTUIT
+$230.0K
292
增持
VTV
VANGUARD INDEX FDS
+$227.2K
3,395
+57%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$222.8K
8,938
增持
BITO
PROSHARES TR
+$220.5K
20,534
+70%
清仓
WTBA
WEST BANCORPORATION INC
-$211.4K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$208.1K
1,067
减持
NFLX
NETFLIX INC
+$207.3K
519
-1%
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$206.3K
4,927
清仓
SNA
SNAP ON INC
-$205.9K
0
-100%
增持
WINN
HARBOR ETF TRUST
+$204.1K
23,292
+20%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$202.7K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$201.2K
1,566
建仓
APP
APPLOVIN CORP
+$200.6K
573
增持
ET
ENERGY TRANSFER L P
+$195.1K
57,703
+26%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$191.1K
8,644
+7%
增持
RBLX
ROBLOX CORP
+$190.8K
3,885
+4%
减持
VOO
VANGUARD INDEX FDS
+$189.1K
5,825
-4%
增持
FRTY
THE ALGER ETF TRUST
+$188.8K
38,260
+12%
增持
GOOG
ALPHABET INC
+$181.1K
4,984
+11%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$180.7K
25,006
+18%
增持
VBK
VANGUARD INDEX FDS
+$173.3K
4,113
+7%
减持
HACK
AMPLIFY ETF TR
+$170.8K
12,231
-1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$168.3K
33,719
+5%
减持
PTLC
PACER FDS TR
-$140.7K
6,072
-30%
增持
AMD
ADVANCED MICRO DEVICES INC
+$139.4K
2,741
+13%
增持
GOOGL
ALPHABET INC
+$137.0K
2,776
+22%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$127.2K
49,927
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$127.2K
27,389
+2%
建仓
F
FORD MTR CO
+$126.8K
11,684
增持
IEMG
ISHARES INC
+$125.0K
5,544
+44%
增持
BND
VANGUARD BD INDEX FDS
+$124.9K
20,482
+9%
增持
CLX
CLOROX CO DEL
-$124.7K
4,821
+1%
减持
GLD
SPDR GOLD TR
-$120.5K
9,546
-9%
减持
SECT
NORTHERN LTS FD TR IV
+$120.0K
20,313
-2%
增持
ILTB
ISHARES TR
+$117.8K
106,852
+3%
增持
IVV
ISHARES TR
+$115.7K
1,561
+3%
增持
VOT
VANGUARD INDEX FDS
+$113.8K
2,806
+0%
增持
JSML
JANUS DETROIT STR TR
+$113.4K
11,050
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$109.8K
1,568
+6%
增持
HON
HONEYWELL INTL INC
+$106.7K
4,208
+2%
增持
YYY
AMPLIFY ETF TR
+$103.5K
163,923
+3%
增持
V
VISA INC
+$100.9K
5,555
+4%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$100.8K
8,163
+2%
减持
CASY
CASEYS GEN STORES INC
+$100.4K
1,528
-2%
增持
WMT
WALMART INC
+$100.2K
6,047
+8%
增持
IAU
ISHARES GOLD TR
+$99.2K
15,998
+5%
减持
SOFI
SOFI TECHNOLOGIES INC
+$98.7K
15,715
-2%
增持
VGT
VANGUARD WORLD FD
+$98.4K
560
+11%
增持
SPAB
SPDR SERIES TRUST
+$96.5K
155,887
+2%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$94.2K
62,249
+7%
减持
JNJ
JOHNSON & JOHNSON
-$92.0K
3,919
-6%
增持
IDV
ISHARES TR
+$91.5K
21,062
+3%
增持
KR
KROGER CO
+$89.1K
19,312
+1%
增持
EFA
ISHARES TR
+$88.0K
10,885
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$87.3K
1,626
+4%
增持
EWA
ISHARES INC
+$86.8K
28,442
+1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$84.7K
5,178
+5%
减持
ARKK
ARK ETF TR
+$83.4K
5,882
-15%
减持
KO
COCA COLA CO
-$83.3K
4,048
-22%
增持
TOST
TOAST INC
+$81.9K
6,441
+5%
减持
PSFF
PACER FDS TR
+$81.4K
78,379
-3%
增持
ICVT
ISHARES TR
+$79.8K
7,182
+6%
增持
—
EXXON MOBIL CORP
-$79.7K
8,761
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$77.9K
2,420
-9%
增持
AAXJ
ISHARES TR
+$76.7K
8,570
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$73.6K
1,999
+1%
增持
SPYD
SPDR SERIES TRUST
-$68.3K
87,176
+2%
增持
CSCO
CISCO SYS INC
+$66.9K
6,988
+3%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$64.0K
5,082
+18%
增持
UEC
URANIUM ENERGY CORP
+$63.7K
31,509
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$63.2K
2,954
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$61.8K
116,743
+2%
增持
IVW
ISHARES TR
+$60.6K
3,441
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$60.5K
4,946
+1%
增持
SPTM
SPDR SERIES TRUST
+$60.1K
8,475
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$57.4K
40,369
+3%
增持
STIP
ISHARES TR
+$57.1K
22,211
+3%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
+$55.3K
9,193
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$55.3K
16,238
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$54.8K
2,713
-1%
增持
GPN
GLOBAL PMTS INC
-$54.4K
3,516
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$54.3K
13,459
+5%
减持
VYM
VANGUARD WHITEHALL FDS
+$54.0K
18,452
-1%
增持
PM
PHILIP MORRIS INTL INC
+$53.9K
1,762
+5%
减持
SGOV
ISHARES TR
-$52.7K
12,567
-4%
增持
VNQ
VANGUARD INDEX FDS
+$52.6K
11,610
+7%
增持
IWM
ISHARES TR
+$52.6K
2,477
+3%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$51.7K
12,644
+1%
增持
CTVA
CORTEVA INC
+$51.6K
3,934
+2%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$49.4K
5,741
+1%
增持
COST
COSTCO WHSL CORP NEW
+$49.3K
1,046
+0%
减持
IMCG
ISHARES TR
-$48.1K
2,634
-27%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$46.5K
134,458
+0%
减持
BUFB
INNOVATOR ETFS TRUST
+$46.5K
20,660
-1%
增持
MUB
ISHARES TR
+$46.1K
2,848
+19%
增持
FDVV
FIDELITY COVINGTON TRUST
+$45.7K
7,612
+8%
增持
T
AT&T INC
+$44.1K
19,039
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$43.3K
10,929
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$42.9K
18,859
+4%
减持
FLOT
ISHARES TR
-$42.1K
37,824
-2%
减持
IJK
ISHARES TR
+$41.9K
5,796
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$41.8K
13,510
+7%
减持
VTEB
VANGUARD MUN BD FDS
-$41.4K
7,349
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$40.3K
11,660
-5%
