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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 73
减持 36
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SLV
ISHARES SILVER TR
+$2.7M
110,259
+6%
减持
CAT
CATERPILLAR INC
+$2.3M
26,098
-2%
建仓
SNTH
TIDAL TRUST III
+$1.6M
56,931
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
XEMD
BONDBLOXX ETF TRUST
+$903.0K
30,242
+197%
清仓
BUFB
INNOVATOR ETFS TRUST
-$779.4K
0
-100%
清仓
CRM
SALESFORCE INC
-$594.2K
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$566.8K
124,250
+2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$540.9K
46,335
-27%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$529.0K
214,225
+13%
增持
SPYM
SPDR SERIES TRUST
+$509.0K
152,138
+2%
建仓
ZECP
ZACKS TRUST
+$494.9K
14,239
增持
ACWI
ISHARES TR
+$488.6K
44,595
+6%
增持
QQQ
INVESCO QQQ TR
+$479.9K
6,506
+11%
增持
SPYV
SPDR SERIES TRUST
+$473.6K
152,032
+3%
清仓
XCCC
BONDBLOXX ETF TRUST
-$451.9K
0
-100%
清仓
PCMM
BONDBLOXX ETF TRUST
-$451.6K
0
-100%
减持
SGOV
ISHARES TR
-$438.5K
12,522
-26%
增持
GLD
SPDR GOLD TR
+$435.5K
9,970
+1%
增持
ILTB
ISHARES TR
+$429.9K
124,108
+9%
增持
SPAB
SPDR SERIES TRUST
+$401.9K
189,497
+9%
建仓
UHT
UNIVERSAL HEALTH RLTY INCOME
+$368.6K
9,400
增持
CLX
CLOROX CO DEL
+$364.8K
10,251
+89%
减持
GOOG
ALPHABET INC
+$353.1K
5,373
-2%
增持
AAPL
APPLE INC
+$344.7K
19,607
+0%
清仓
JMHI
J P MORGAN EXCHANGE TRADED F
-$318.1K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$301.0K
0
-100%
清仓
RBLX
ROBLOX CORP
-$296.3K
0
-100%
减持
LAC
LITHIUM AMERS CORP NEW
-$295.0K
149,466
-10%
增持
GOOGL
ALPHABET INC
+$290.3K
4,013
+1%
建仓
MEDP
MEDPACE HLDGS INC
+$283.1K
504
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$280.0K
4,768
建仓
NKE
NIKE INC
+$273.8K
4,298
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$270.0K
11,537
+18%
建仓
AVUS
AMERICAN CENTY ETF TR
+$266.9K
2,388
清仓
FAST
FASTENAL CO
-$260.9K
0
-100%
减持
META
META PLATFORMS INC
-$258.0K
3,206
-1%
增持
AMZN
AMAZON COM INC
+$246.2K
15,160
+2%
清仓
COWZ
PACER FDS TR
-$245.7K
0
-100%
建仓
KLAC
KLA CORP
+$244.6K
201
建仓
SHYG
ISHARES TR
+$243.7K
5,685
增持
SPYD
SPDR SERIES TRUST
+$240.6K
95,584
+8%
建仓
AMAT
APPLIED MATLS INC
+$237.5K
924
建仓
AJG
GALLAGHER ARTHUR J & CO
+$236.7K
915
增持
KR
KROGER CO
+$228.2K
19,549
+33%
建仓
NDAQ
NASDAQ INC
+$228.0K
2,347
增持
VUG
VANGUARD INDEX FDS
+$228.0K
6,528
+6%
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$226.3K
5,452
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$224.1K
4,857
减持
MO
ALTRIA GROUP INC
-$219.2K
17,075
-6%
建仓
QUIZ
ZACKS TRUST
+$217.2K
8,188
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$212.7K
3,587
增持
AGG
ISHARES TR
+$212.6K
9,490
+29%
清仓
FDL
FIRST TR EXCHANGE-TRADED FD
-$212.4K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$211.1K
0
-100%
建仓
RTX
RTX CORPORATION
+$211.1K
1,151
建仓
—
THOMSON REUTERS CORP
+$210.6K
1,597
增持
BND
VANGUARD BD INDEX FDS
+$208.4K
24,507
+13%
建仓
BCS
BARCLAYS PLC
+$207.6K
8,158
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$206.5K
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$204.8K
0
-100%
清仓
CTAS
CINTAS CORP
-$204.0K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$203.8K
2,310
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$203.3K
0
-100%
建仓
INTU
INTUIT
+$202.7K
306
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$201.8K
4,105
增持
KSS
KOHLS CORP
+$200.7K
36,953
+3%
增持
CME
CME GROUP INC
+$199.0K
3,387
+26%
增持
MSI
MOTOROLA SOLUTIONS INC
-$191.1K
2,690
+1%
增持
SOXX
ISHARES TR
+$183.6K
4,584
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$179.7K
3,038
+7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$177.3K
68,521
+1%
增持
STIP
ISHARES TR
+$176.5K
24,484
+9%
增持
QYLD
GLOBAL X FDS
+$170.4K
113,225
+5%
增持
LLY
ELI LILLY & CO
+$169.3K
499
+4%
增持
MU
MICRON TECHNOLOGY INC
+$169.0K
1,419
+1%
建仓
FSSL
FS SPECIALTY LENDING FD
+$168.9K
11,944
减持
FLOT
ISHARES TR
-$165.7K
43,462
-7%
减持
HD
HOME DEPOT INC
-$161.7K
1,144
-16%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$155.7K
13,540
-4%
增持
IDEV
ISHARES TR
+$153.1K
11,198
+17%
清仓
—
TIDAL TRUST II
-$152.3K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$150.6K
3,003
-1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$150.3K
14,374
+20%
增持
IVW
ISHARES TR
+$145.7K
4,455
+33%
增持
LQTI
FIRST TR EXCHANGE-TRADED FD
+$140.1K
110,790
+8%
减持
ORCL
ORACLE CORP
-$137.4K
1,208
-9%
清仓
XFOFX
COHEN & STEERS CLOSED-END OP
-$130.9K
0
-100%
增持
IEMG
ISHARES INC
+$129.3K
7,390
+33%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$126.9K
15,514
+7%
增持
IVV
ISHARES TR
+$119.6K
1,691
+9%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$116.8K
78,747
+7%
减持
APP
APPLOVIN CORP
-$109.5K
392
-25%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$102.7K
21,779
+12%
减持
PANW
PALO ALTO NETWORKS INC
-$102.6K
1,147
-26%
减持
FLTR
VANECK ETF TRUST
-$101.8K
15,761
-20%
增持
IDV
ISHARES TR
+$97.7K
22,108
+4%
增持
IUSB
ISHARES TR
+$97.3K
7,020
+43%
增持
SCHV
SCHWAB STRATEGIC TR
+$93.4K
22,510
+14%
增持
—
EXXON MOBIL CORP
+$89.8K
9,005
+2%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$88.0K
7,530
+9%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$85.3K
11,767
+9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$85.0K
2,242
-3%
增持
WINN
HARBOR ETF TRUST
+$85.0K
32,688
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$84.6K
13,591
+105%
增持
CSCO
CISCO SYS INC
+$82.7K
7,232
+4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$81.1K
17,997
-11%
增持
INTC
INTEL CORP
+$81.1K
19,985
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$80.2K
198,406
+1%
清仓
BTQ
BTQ TECHNOLOGIES CORP
-$80.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$78.5K
6,576
-0%
增持
NYF
ISHARES TR
+$78.3K
8,865
+19%
减持
MRK
MERCK & CO INC
+$77.8K
3,784
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$77.2K
5,931
-21%
减持
FLRT
PACER FDS TR
-$75.6K
83,382
-1%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$75.1K
14,205
+2%
增持
APH
AMPHENOL CORP NEW
+$73.4K
2,792
+14%
减持
ET
ENERGY TRANSFER L P
-$72.6K
56,873
-3%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$72.5K
148,030
+0%
增持
BCX
BLACKROCK RES & COMMODITIES
+$72.2K
43,735
+9%
减持
ICVT
ISHARES TR
-$72.1K
6,559
-9%
减持
ARKK
ARK ETF TR
-$72.0K
4,908
-6%
减持
VNQ
VANGUARD INDEX FDS
-$71.3K
11,646
-3%
增持
BITO
PROSHARES TR
-$70.5K
38,738
+41%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$70.2K
26,666
+12%
减持
IAU
ISHARES GOLD TR
+$68.8K
17,207
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$68.0K
19,146
+8%
增持
IWM
ISHARES TR
+$67.9K
2,737
+9%
增持
VTV
VANGUARD INDEX FDS
+$67.3K
3,558
+8%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$66.5K
6,191
+10%
增持
EFA
ISHARES TR
+$66.4K
11,381
+4%
增持
IVE
ISHARES TR
+$66.0K
3,137
+8%
增持
V
VISA INC
+$65.7K
5,681
+1%
减持
YYY
AMPLIFY ETF TR
-$65.6K
178,945
-1%
减持
WMT
WALMART INC
-$64.6K
4,958
-17%
增持
ITA
ISHARES TR
+$63.1K
6,677
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$59.0K
4,729
-17%
减持
JNJ
JOHNSON & JOHNSON
+$58.8K
3,620
-3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$57.2K
7,923
+8%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$56.6K
9,342
+1%
增持
SMH
VANECK ETF TRUST
+$52.5K
730
+13%
减持
AVGO
BROADCOM INC
-$51.3K
2,150
-11%
增持
COST
COSTCO WHSL CORP NEW
-$51.0K
1,062
+2%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$48.4K
10,763
-17%
减持
VOT
VANGUARD INDEX FDS
-$48.0K
2,761
-1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$47.8K
122,698
-2%
减持
FRTY
THE ALGER ETF TRUST
-$47.1K
25,573
-2%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$46.9K
108,623
+4%
增持
USRT
ISHARES TR
+$45.9K
50,155
+5%
增持
ARCC
ARES CAPITAL CORP
+$45.0K
53,241
+5%
减持
GCOW
PACER FDS TR
-$43.7K
20,974
-9%
