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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 83
减持 31
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
CAT
CATERPILLAR INC
+$2.4M
26,531
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
196,277
+19%
增持
SPYG
SPDR SERIES TRUST
+$1.2M
121,430
+1%
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
SPYM
SPDR SERIES TRUST
+$1.2M
149,292
+3%
增持
SLV
ISHARES SILVER TR
+$1.0M
104,236
+1%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$1.0M
189,136
+26%
增持
AAPL
APPLE INC
+$1.0M
19,581
+1%
建仓
GCOW
PACER FDS TR
+$908.2K
22,923
增持
NVDA
NVIDIA CORPORATION
+$892.0K
27,343
+3%
增持
SPYV
SPDR SERIES TRUST
+$790.4K
147,540
+5%
增持
DLN
WISDOMTREE TR
+$770.2K
15,589
+118%
增持
VOO
VANGUARD INDEX FDS
+$737.0K
6,607
+13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$726.1K
5,493
+98%
建仓
PKG
PACKAGING CORP AMER
+$679.9K
3,120
增持
GLD
SPDR GOLD TR
+$605.5K
9,890
+4%
建仓
CRM
SALESFORCE INC
+$594.2K
2,507
增持
ACWI
ISHARES TR
+$568.6K
42,109
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$516.1K
14,046
-38%
建仓
FLTR
VANECK ETF TRUST
+$503.3K
19,685
建仓
TLT
ISHARES TR
+$499.0K
5,583
增持
CVX
CHEVRON CORP NEW
+$487.9K
31,930
+2%
增持
SPAB
SPDR SERIES TRUST
+$486.9K
173,216
+11%
减持
FLRT
PACER FDS TR
-$477.8K
84,529
-10%
增持
GOOGL
ALPHABET INC
+$476.7K
3,973
+43%
减持
HD
HOME DEPOT INC
-$476.2K
1,370
-51%
增持
ILTB
ISHARES TR
+$457.6K
113,650
+6%
增持
GOOG
ALPHABET INC
+$448.9K
5,473
+10%
增持
FLOT
ISHARES TR
+$446.4K
46,515
+23%
建仓
XEMD
BONDBLOXX ETF TRUST
+$445.2K
10,182
建仓
BUXX
EA SERIES TRUST
+$435.2K
21,461
增持
SGOV
ISHARES TR
+$430.1K
16,837
+34%
清仓
IBB
ISHARES TR
-$425.5K
0
-100%
减持
TSLA
TESLA INC
+$396.0K
3,662
-6%
减持
KR
KROGER CO
-$392.0K
14,734
-24%
增持
IAU
ISHARES GOLD TR
+$330.3K
18,248
+14%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$315.9K
63,685
+12%
增持
VUG
VANGUARD INDEX FDS
+$314.2K
6,165
+2%
建仓
PANW
PALO ALTO NETWORKS INC
+$313.9K
1,542
增持
USRT
ISHARES TR
+$309.6K
47,871
+8%
减持
LAC
LITHIUM AMERS CORP NEW
+$305.4K
165,785
-31%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$301.5K
14,495
+15%
建仓
CTRA
COTERRA ENERGY INC
+$301.0K
12,728
清仓
SOFI
SOFI TECHNOLOGIES INC
-$286.2K
0
-100%
增持
LQTI
FIRST TR EXCHANGE-TRADED FD
+$275.3K
102,374
+15%
建仓
SGOL
ETFS GOLD TR
+$274.5K
7,457
增持
FDVV
FIDELITY COVINGTON TRUST
+$268.6K
11,929
+57%
增持
JSML
JANUS DETROIT STR TR
+$262.5K
13,478
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$258.5K
5,200
+7%
清仓
SDVD
FIRST TR EXCH TRADED FD III
-$255.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$254.2K
5,858
-1%
增持
WINN
HARBOR ETF TRUST
+$253.4K
29,903
+28%
减持
DFUS
DIMENSIONAL ETF TRUST
+$251.2K
67,710
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$250.5K
8,524
+93%
减持
FSK
FS KKR CAP CORP
-$248.4K
18,519
-27%
建仓
MU
MICRON TECHNOLOGY INC
+$236.1K
1,411
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$234.6K
73,430
+18%
建仓
ADBE
ADOBE INC
+$233.3K
661
清仓
INTU
INTUIT
-$230.0K
0
-100%
建仓
IUSB
ISHARES TR
+$229.4K
4,912
建仓
VAW
VANGUARD WORLD FD
+$224.7K
1,097
建仓
SNA
SNAP ON INC
+$224.6K
648
增持
VYM
VANGUARD WHITEHALL FDS
+$217.8K
18,997
+3%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$215.6K
9,817
+14%
清仓
IMCG
ISHARES TR
-$211.3K
0
-100%
建仓
MEAR
ISHARES U S ETF TR
+$210.6K
4,170
建仓
SMH
VANECK ETF TRUST
+$210.5K
645
建仓
ROM
PROSHARES TR
+$209.1K
2,257
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$208.8K
2,118
建仓
GD
GENERAL DYNAMICS CORP
+$207.2K
608
建仓
SPHY
SPDR SERIES TRUST
+$206.9K
8,642
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$206.4K
4,174
增持
YYY
AMPLIFY ETF TR
+$205.8K
179,957
+10%
增持
FPE
FIRST TR EXCH TRADED FD III
+$205.4K
125,185
+7%
建仓
SPDW
SPDR INDEX SHS FDS
+$204.9K
4,789
建仓
BWXT
BWX TECHNOLOGIES INC
+$204.8K
1,111
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$204.0K
19,527
+27%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$203.3K
721
建仓
ITW
ILLINOIS TOOL WKS INC
+$202.9K
778
建仓
WTBA
WEST BANCORPORATION INC
+$201.8K
9,930
增持
SOXX
ISHARES TR
+$200.6K
4,415
+6%
增持
SPYD
SPDR SERIES TRUST
+$193.7K
88,487
+2%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$191.8K
9,275
+14%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$189.3K
36,281
+8%
减持
UEC
URANIUM ENERGY CORP
+$184.8K
29,917
-5%
增持
BIL
SPDR SERIES TRUST
+$180.8K
25,710
+8%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$173.9K
6,892
+20%
减持
APP
APPLOVIN CORP
+$173.0K
520
-9%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$171.9K
147,632
+10%
增持
AVGO
BROADCOM INC
+$171.3K
2,411
+6%
减持
XCCC
BONDBLOXX ETF TRUST
-$164.0K
11,514
-27%
建仓
YMAX
TIDAL TRUST II
+$162.0K
12,643
增持
AGGY
WISDOMTREE TR
+$161.1K
34,164
+10%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$160.3K
112,879
+9%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$158.7K
5,716
-32%
增持
USHY
ISHARES TR
+$157.8K
20,796
+24%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$156.7K
28,598
+14%
建仓
—
TIDAL TRUST II
+$152.3K
27,842
减持
PCMM
BONDBLOXX ETF TRUST
-$151.0K
8,930
-25%
减持
FRTY
THE ALGER ETF TRUST
-$149.7K
26,156
-32%
增持
SPY
SPDR S&P 500 ETF TR
+$144.4K
2,840
+0%
增持
SHY
ISHARES TR
+$139.4K
15,612
+12%
减持
BABA
ALIBABA GROUP HLDG LTD
+$139.3K
2,315
-4%
增持
SPTM
SPDR SERIES TRUST
+$137.2K
9,571
+13%
增持
SECT
NORTHERN LTS FD TR IV
+$136.1K
20,877
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$134.9K
42,555
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$134.2K
17,694
+9%
增持
AMZN
AMAZON COM INC
+$134.0K
14,816
+4%
增持
VBK
VANGUARD INDEX FDS
+$131.7K
4,270
+4%
减持
CNRG
SPDR SERIES TRUST
+$129.5K
5,409
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$127.9K
0
-100%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$127.0K
10,757
+17%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$125.3K
49,833
-0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$120.7K
5,608
+8%
减持
MO
ALTRIA GROUP INC
+$118.9K
18,222
-2%
减持
RBLX
ROBLOX CORP
-$112.4K
2,139
-45%
减持
PSFF
PACER FDS TR
-$107.7K
72,203
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$107.6K
13,500
+9%
增持
VDE
VANGUARD WORLD FD
+$107.6K
3,833
+22%
增持
ORCL
ORACLE CORP
+$107.1K
1,326
+9%
增持
LGLV
SPDR SERIES TRUST
+$105.2K
6,442
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$103.7K
3,045
+11%
增持
QYLD
GLOBAL X FDS
+$103.7K
107,603
+4%
增持
ABBV
ABBVIE INC
+$102.9K
2,215
+0%
增持
BITO
PROSHARES TR
+$99.8K
27,517
+34%
增持
BND
VANGUARD BD INDEX FDS
+$98.8K
21,606
+5%
增持
BCX
BLACKROCK RES & COMMODITIES
+$98.2K
40,117
+22%
减持
HON
HONEYWELL INTL INC
-$98.2K
4,189
-0%
增持
AGG
ISHARES TR
+$95.8K
7,335
+14%
增持
HSY
HERSHEY CO
+$92.2K
4,086
+1%
减持
JNJ
JOHNSON & JOHNSON
+$91.9K
3,724
-5%
减持
MINT
PIMCO ETF TR
-$90.2K
8,587
-10%
增持
PSR
INVESCO ACTIVELY MANAGED EXC
+$90.1K
4,087
+29%
增持
CLX
CLOROX CO DEL
+$89.9K
5,424
+13%
增持
IVE
ISHARES TR
+$89.1K
2,902
+11%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$88.9K
7,334
+14%
增持
VGT
VANGUARD WORLD FD
+$88.0K
615
+10%
减持
USFR
WISDOMTREE TR
-$87.0K
8,378
-17%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$84.9K
23,192
+7%
减持
CASY
CASEYS GEN STORES INC
+$83.2K
1,527
-0%
减持
TOST
TOAST INC
-$82.9K
5,542
-14%
减持
NFLX
NETFLIX INC
-$82.4K
511
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$81.7K
2,673
-1%
建仓
BTQ
BTQ TECHNOLOGIES CORP
+$80.0K
11,563
增持
BUFB
INNOVATOR ETFS TRUST
+$79.5K
21,808
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$78.9K
1,554
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$75.1K
13,617
+1%
增持
AAXJ
ISHARES TR
+$75.0K
8,584
+0%
增持
BGS
B & G FOODS INC NEW
+$73.3K
36,963
+73%
增持
IWM
ISHARES TR
+$71.4K
2,504
+1%
减持
ICVT
ISHARES TR
+$71.2K
7,179
-0%
