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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 49
增持 34
减持 26
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
ILTB
ISHARES TR
-$3.9M
46,858
-62%
减持
SPYG
SPDR SERIES TRUST
-$3.6M
98,810
-20%
增持
CAT
CATERPILLAR INC
+$3.6M
26,118
+0%
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
SPYV
SPDR SERIES TRUST
-$3.5M
90,734
-40%
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$3.3M
15,451
减持
ACWI
ISHARES TR
-$3.3M
21,856
-51%
增持
SPYM
SPDR SERIES TRUST
+$3.1M
199,352
+31%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
249,917
+26%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
45,879
减持
SPAB
SPDR SERIES TRUST
-$2.0M
112,929
-40%
减持
USRT
ISHARES TR
-$2.0M
14,907
-70%
清仓
JPUS
J P MORGAN EXCHANGE TRADED F
-$1.9M
0
-100%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$1.8M
38,566
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$1.6M
75,614
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
45,163
+65%
清仓
AGGY
WISDOMTREE TR
-$1.5M
0
-100%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.5M
20,064
建仓
STOT
SSGA ACTIVE TR
+$1.2M
26,186
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
31,593
+553%
减持
SPYD
SPDR SERIES TRUST
-$1.2M
64,645
-32%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
27,408
增持
QQQ
INVESCO QQQ TR
+$1.2M
8,936
+37%
减持
CVX
CHEVRON CORPORATION
+$1.1M
29,098
-10%
减持
ZDEK
INNOVATOR ETFS TRUST
-$1.1M
22,391
-65%
清仓
JSML
JANUS DETROIT STR TR
-$1.0M
0
-100%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$991.2K
265,184
+24%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$954.4K
17,597
+53%
增持
SPMD
SPDR SERIES TRUST
+$951.4K
23,311
+215%
建仓
BBCB
J P MORGAN EXCHANGE TRADED F
+$889.4K
19,612
建仓
XNTK
SPDR SERIES TRUST
+$875.6K
3,430
建仓
PSCI
INVESCO EXCH TRADED FD TR II
+$834.8K
5,399
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$832.3K
57,567
+36%
减持
FLRT
PACER FDS TR
-$773.6K
68,163
-18%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$697.2K
20,226
+316%
建仓
BIV
VANGUARD BD INDEX FDS
+$681.3K
8,828
减持
FPE
FIRST TR EXCH TRADED FD III
-$680.2K
87,627
-29%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$659.2K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$652.1K
0
-100%
清仓
ICVT
ISHARES TR
-$646.1K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$637.1K
6,873
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$627.7K
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$621.9K
15,654
减持
VTIP
VANGUARD MALVERN FDS
-$621.4K
6,668
-65%
减持
VNQ
VANGUARD INDEX FDS
-$618.5K
4,645
-60%
增持
GCOW
PACER FDS TR
+$616.9K
32,037
+53%
增持
MSFT
MICROSOFT CORP
-$596.5K
11,217
+14%
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$592.2K
12,921
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$589.9K
3,074
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$579.4K
1,963
减持
XEMD
BONDBLOXX ETF TRUST
-$575.7K
17,576
-42%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$563.2K
13,407
+82%
清仓
HDV
ISHARES TR
-$553.8K
0
-100%
建仓
FMTL
FIRST TR EXCHANGE-TRADED FD
+$550.9K
16,454
清仓
FRTY
THE ALGER ETF TRUST
-$538.4K
0
-100%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$523.2K
4,079
建仓
VB
VANGUARD INDEX FDS
+$516.8K
1,973
建仓
MTUM
ISHARES TR
+$512.0K
2,133
减持
NVDA
NVIDIA CORPORATION
-$511.6K
26,284
-4%
建仓
PYLD
PIMCO ETF TR
+$508.1K
19,394
清仓
FYX
FIRST TR EXCHANGE-TRADED ALP
-$495.5K
0
-100%
清仓
GLOF
ISHARES TR
-$488.2K
0
-100%
清仓
TLT
ISHARES TR
-$484.8K
0
-100%
清仓
BCX
BLACKROCK RES & COMMODITIES
-$480.2K
0
-100%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
-$464.9K
3,512
-53%
减持
VUG
VANGUARD INDEX FDS
-$447.9K
6,266
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$442.4K
28,536
+49%
增持
SPHY
SPDR SERIES TRUST
+$435.3K
28,115
+202%
增持
HYG
ISHARES TR
+$425.4K
8,807
+158%
减持
—
EXXON MOBIL CORP
+$424.0K
8,887
-1%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$423.2K
4,896
-48%
增持
GLD
SPDR GOLD TR
+$422.0K
10,163
+2%
建仓
QUS
SPDR SERIES TRUST
+$419.5K
2,444
增持
SOXX
ISHARES TR
+$417.2K
5,470
+19%
清仓
PSR
INVESCO ACTIVELY MANAGED EXC
-$415.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$404.3K
30,140
+23%
建仓
JMBS
JANUS DETROIT STR TR
+$387.6K
8,578
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$386.3K
20,330
清仓
MCN
XAI MADISON EQUITY PREMIUM I
-$378.2K
0
-100%
清仓
ARKK
ARK ETF TR
-$377.5K
0
-100%
清仓
CEF
SPROTT ASSET MANAGEMENT LP
-$376.3K
0
-100%
建仓
FTC
FIRST TR EXCHANGE-TRADED ALP
+$369.8K
2,399
清仓
HFXI
NEW YORK LIFE INVESTMENTS ET
-$363.3K
0
-100%
增持
AAPL
APPLE INC
-$344.2K
19,647
+0%
建仓
CWB
SPDR SERIES TRUST
+$340.6K
3,722
清仓
USMV
ISHARES TR
-$324.3K
0
-100%
建仓
APA
APA CORPORATION
+$313.3K
7,383
清仓
FSK
FS KKR CAP CORP
-$310.5K
0
-100%
增持
AGG
ISHARES TR
+$308.7K
12,658
+33%
减持
SNTH
TIDAL TRUST III
-$302.2K
48,562
-15%
建仓
BCI
ABRDN ETFS
+$297.6K
12,250
清仓
ZOCT
INNOVATOR ETFS TRUST
-$294.4K
0
-100%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$294.1K
5,363
建仓
SILJ
AMPLIFY ETF TR
+$293.8K
9,886
建仓
VV
VANGUARD INDEX FDS
+$291.3K
975
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$283.4K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$283.1K
0
-100%
建仓
EQIX
EQUINIX INC
+$280.3K
286
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$276.6K
9,508
+99%
增持
META
META PLATFORMS INC
-$274.4K
3,220
+0%
清仓
NKE
NIKE INC
-$273.8K
0
-100%
建仓
SPIP
SPDR SERIES TRUST
+$272.8K
10,488
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$272.4K
1,589
-58%
减持
WINN
HARBOR ETF TRUST
-$270.5K
26,914
-18%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$268.5K
7,918
+28%
建仓
COP
CONOCOPHILLIPS
+$266.4K
2,018
清仓
ZJAN
INNOVATOR ETFS TRUST
-$265.2K
0
-100%
清仓
APP
APPLOVIN CORP
-$264.1K
0
-100%
增持
KSS
KOHLS CORP
-$262.8K
38,092
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$261.8K
2,783
-8%
建仓
—
ON HLDG AG
+$258.6K
7,600
建仓
VRT
VERTIV HOLDINGS CO
+$258.3K
1,031
建仓
SHEL
SHELL PLC
+$256.5K
2,758
减持
CASY
CASEYS GEN STORES INC
+$255.1K
1,535
-2%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$251.0K
6,532
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$248.2K
11,696
+48%
建仓
TER
TERADYNE INC
+$247.2K
834
建仓
BWXT
BWX TECHNOLOGIES INC
+$244.8K
1,197
清仓
KLAC
KLA CORP
-$244.6K
0
-100%
清仓
PTLC
PACER FDS TR
-$242.1K
0
-100%
增持
TSLA
TESLA INC
-$241.8K
3,827
+3%
增持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$241.8K
15,081
+60%
清仓
TSCO
TRACTOR SUPPLY CO
-$240.4K
0
-100%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$240.1K
3,353
清仓
AJG
GALLAGHER ARTHUR J & CO
-$236.7K
0
-100%
清仓
ORCL
ORACLE CORP
-$235.5K
0
-100%
建仓
FCX
FREEPORT MCMORAN INC
+$234.5K
3,990
增持
AMZN
AMAZON COM INC
-$231.5K
15,690
+3%
建仓
SPYI
NEOS ETF TRUST
+$230.2K
4,662
建仓
—
ASML HLDG NV
+$229.0K
173
建仓
GM
GENERAL MTRS CO
+$228.1K
3,062
清仓
NDAQ
NASDAQ INC
-$228.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$227.7K
37,474
+42%
减持
GOOG
ALPHABET INC
-$227.0K
5,086
-5%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$225.0K
109,924
+1%
建仓
TXN
TEXAS INSTRS INC
+$223.5K
1,151
建仓
SCHP
SCHWAB STRATEGIC TR
+$223.4K
8,396
清仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$223.2K
0
-100%
增持
DLN
WISDOMTREE TR
+$222.5K
17,873
+15%
增持
SPSM
SPDR SERIES TRUST
+$213.8K
12,861
+48%
清仓
ROM
PROSHARES TR
-$212.8K
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$212.7K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$211.4K
0
-100%
清仓
—
THOMSON REUTERS CORP
-$210.6K
0
-100%
清仓
BCS
BARCLAYS PLC
-$207.6K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$207.2K
0
-100%
清仓
MMM
3M CO
-$206.0K
0
-100%
建仓
MBB
ISHARES TR
+$205.9K
2,169
建仓
MRVL
MARVELL TECHNOLOGY INC
+$205.4K
2,074
减持
BIL
SPDR SERIES TRUST
-$204.8K
23,071
-9%
