Independent Wealth Network Inc.
URBANDALE IA · SEC CIK 0001891240
$3.37亿2026Q1 申报市值
301持仓数
27.0%前十大占比 · 第一大 5.5%
58 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$361.38万
QTEC 新建仓+$333.72万
JPST 加仓+$260.70万
LMBS 新建仓+$228.52万
BBAG 新建仓+$178.02万
2026Q1 卖出最多 按季末市值估算
ILTB 减仓-$378.37万
SPYV 减仓-$346.82万
ACWI 减仓-$314.63万
SPYG 减仓-$249.08万
USRT 减仓-$208.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JPUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -15,514 | -100.0% | -$192.29万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -78,747 | -100.0% | -$165.37万 | 清仓 |
| AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | -34,840 | -100.0% | -$153.47万 | 清仓 |
| JSML | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -13,647 | -100.0% | -$100.39万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,908 | -100.0% | -$65.92万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,309 | -100.0% | -$65.21万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -6,559 | -100.0% | -$64.61万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,561 | -100.0% | -$62.77万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -4,554 | -100.0% | -$55.38万 | 清仓 |
| — | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -25,573 | -100.0% | -$53.84万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -4,380 | -100.0% | -$49.55万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -9,250 | -100.0% | -$48.82万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -5,562 | -100.0% | -$48.48万 | 清仓 |
| BCX | BLACKROCK RES & COMMODITIES | $0 | 0.00% | 0 | -43,735 | -100.0% | -$48.02万 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,598 | -100.0% | -$41.53万 | 清仓 |
| — | XAI MADISON EQUITY PREMIUM I | $0 | 0.00% | 0 | -63,039 | -100.0% | -$37.82万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -4,908 | -100.0% | -$37.75万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,217 | -100.0% | -$37.63万 | 清仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -11,197 | -100.0% | -$36.33万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,444 | -100.0% | -$32.43万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -20,966 | -100.0% | -$31.05万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,969 | -100.0% | -$29.44万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -504 | -100.0% | -$28.31万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,298 | -100.0% | -$27.38万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,694 | -100.0% | -$26.52万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -392 | -100.0% | -$26.41万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -4,355 | -100.0% | -$24.21万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,808 | -100.0% | -$24.04万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -915 | -100.0% | -$23.67万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,347 | -100.0% | -$22.80万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,412 | -100.0% | -$22.32万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,587 | -100.0% | -$21.27万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,147 | -100.0% | -$21.14万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,597 | -100.0% | -$21.06万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -8,158 | -100.0% | -$20.76万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -928 | -100.0% | -$20.72万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -306 | -100.0% | -$20.27万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,105 | -100.0% | -$20.18万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -818 | -100.0% | -$20.15万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -11,944 | -100.0% | -$16.89万 | 清仓 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1,018 | 清仓 |
| BTG | B2GOLD CORP 看涨期权 | $2,718 | 0.00% | 600 | 600 | — | $2,718 | 新建仓 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $4,050 | 0.00% | 300 | 300 | — | $4,050 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $1.81万 | 0.01% | 13,003 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION 看涨期权 | $1.93万 | 0.01% | 100 | 100 | — | $1.93万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.01% | 100 | 100 | — | $2.08万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.19万 | 0.01% | 15,620 | -50 | -0.3% | -$70 | 减仓 |
| — | VUZIX CORP | $3.10万 | 0.01% | 13,410 | 13,410 | — | $3.10万 | 新建仓 |
| BTG | B2GOLD CORP | $4.53万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看涨期权 | $6.04万 | 0.02% | 200 | 200 | — | $6.04万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $11.76万 | 0.03% | 11,420 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $12.06万 | 0.04% | 23,648 | -27,056 | -53.4% | -$13.80万 | 减仓 |
| F | FORD MTR CO | $12.24万 | 0.04% | 10,605 | 365 | 3.6% | $4,212 | 加仓 |
| SAN | BANCO SANTANDER SA | $12.73万 | 0.04% | 11,287 | 11,287 | — | $12.73万 | 新建仓 |
| — | TIDAL TRUST II | $12.89万 | 0.04% | 16,468 | 2,157 | 15.1% | $1.69万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $13.96万 | 0.04% | 11,458 | 11,458 | — | $13.96万 | 新建仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $16.65万 | 0.05% | 22,322 | 715 | 3.3% | $5,334 | 加仓 |
| PFFD | GLOBAL X FDS | $19.41万 | 0.06% | 10,551 | 10,551 | — | $19.41万 | 新建仓 |
| — | COTERRA ENERGY INC | $20.00万 | 0.06% | 5,693 | -7,035 | -55.3% | -$24.72万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $20.01万 | 0.06% | 583 | -48 | -7.6% | -$1.65万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $20.06万 | 0.06% | 9,667 | -1,096 | -10.2% | -$2.27万 | 减仓 |
| WSO | WATSCO INC | $20.12万 | 0.06% | 553 | 553 | — | $20.12万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $20.18万 | 0.06% | 3,973 | -919 | -18.8% | -$4.67万 | 重新持有 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $20.38万 | 0.06% | 1,589 | -2,191 | -58.0% | -$28.10万 | 减仓 |
| NOW | SERVICENOW INC | $20.44万 | 0.06% | 1,955 | 1,955 | — | $20.44万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.54万 | 0.06% | 2,074 | 2,074 | — | $20.54万 | 新建仓 |
| MBB | ISHARES TR | $20.59万 | 0.06% | 2,169 | 2,169 | — | $20.59万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $21.26万 | 0.06% | 2,270 | 64 | 2.9% | $5,994 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $21.28万 | 0.06% | 3,692 | -36 | -1.0% | -$2,075 | 减仓 |
| MEAR | ISHARES U S ETF TR | $21.29万 | 0.06% | 4,229 | 18 | 0.4% | $906 | 加仓 |
| GPN | GLOBAL PMTS INC | $21.52万 | 0.06% | 3,198 | -202 | -5.9% | -$1.36万 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.73万 | 0.06% | 511 | -67 | -11.6% | -$2.85万 | 减仓 |
| — | ZACKS TRUST | $22.07万 | 0.07% | 8,188 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $22.34万 | 0.07% | 8,396 | 8,396 | — | $22.34万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.35万 | 0.07% | 1,151 | 2 | 0.2% | $388 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $22.36万 | 0.07% | 537 | 2 | 0.4% | $833 | 加仓 |
| RSG | REPUBLIC SVCS INC | $22.41万 | 0.07% | 1,023 | 11 | 1.1% | $2,410 | 加仓 |
| GM | GENERAL MTRS CO | $22.81万 | 0.07% | 3,062 | 3,062 | — | $22.81万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $22.85万 | 0.07% | 38,934 | 9,508 | 32.3% | $5.58万 | 加仓 |
| ASML | ASML HLDG NV | $22.90万 | 0.07% | 173 | 173 | — | $22.90万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $23.02万 | 0.07% | 4,662 | 4,662 | — | $23.02万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.02万 | 0.07% | 2,892 | 34 | 1.2% | $2,706 | 加仓 |
| TMUS | T-MOBILE US INC | $23.10万 | 0.07% | 1,100 | -266 | -19.5% | -$5.59万 | 减仓 |
| BGS | B & G FOODS INC | $23.12万 | 0.07% | 48,059 | 12,567 | 35.4% | $6.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $23.14万 | 0.07% | 9,025 | 1,205 | 15.4% | $3.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $23.18万 | 0.07% | 3,222 | 318 | 11.0% | $2.29万 | 加仓 |
| SNA | SNAP ON INC | $23.39万 | 0.07% | 644 | -2 | -0.3% | -$726 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.45万 | 0.07% | 3,990 | 3,990 | — | $23.45万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $23.55万 | 0.07% | 1,045 | -67 | -6.0% | -$1.51万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $23.68万 | 0.07% | 15,735 | 1,530 | 10.8% | $2.30万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $23.80万 | 0.07% | 5,727 | 275 | 5.0% | $1.14万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.89万 | 0.07% | 1,727 | 99 | 6.1% | $1.37万 | 加仓 |