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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $24.01万 | 0.07% | 3,353 | 3,353 | — | $24.01万 | 新建仓 |
| ACWV | ISHARES INC | $24.03万 | 0.07% | 2,011 | 161 | 8.7% | $1.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $24.12万 | 0.07% | 734 | -6 | -0.8% | -$1,972 | 减仓 |
| RTX | RTX CORPORATION | $24.13万 | 0.07% | 1,251 | 100 | 8.7% | $1.93万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $24.33万 | 0.07% | 1,939 | -303 | -13.5% | -$3.80万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $24.43万 | 0.07% | 2,110 | -587 | -21.8% | -$6.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.45万 | 0.07% | 2,381 | -110 | -4.4% | -$1.13万 | 减仓 |
| XYZ | BLOCK INC | $24.46万 | 0.07% | 4,065 | 439 | 12.1% | $2.64万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $24.48万 | 0.07% | 1,197 | 86 | 7.7% | $1.76万 | 重新持有 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.49万 | 0.07% | 13,719 | 420 | 3.2% | $7,497 | 加仓 |
| TER | TERADYNE INC | $24.72万 | 0.07% | 834 | 834 | — | $24.72万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.10万 | 0.07% | 6,532 | 6,532 | — | $25.10万 | 新建仓 |
| SHEL | SHELL PLC | $25.65万 | 0.08% | 2,758 | 2,758 | — | $25.65万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $25.83万 | 0.08% | 1,031 | 1,031 | — | $25.83万 | 新建仓 |
| ONON | ON HLDG AG | $25.86万 | 0.08% | 7,600 | 7,600 | — | $25.86万 | 新建仓 |
| ENB | ENBRIDGE INC | $25.87万 | 0.08% | 4,778 | -300 | -5.9% | -$1.62万 | 减仓 |
| MCD | MCDONALDS CORP | $26.17万 | 0.08% | 842 | -17 | -2.0% | -$5,283 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $26.48万 | 0.08% | 2,381 | -7 | -0.3% | -$778 | 减仓 |
| COP | CONOCOPHILLIPS | $26.64万 | 0.08% | 2,018 | 2,018 | — | $26.64万 | 新建仓 |
| SMH | VANECK ETF TRUST | $27.27万 | 0.08% | 711 | -19 | -2.6% | -$7,288 | 减仓 |
| SPIP | SPDR SERIES TRUST | $27.28万 | 0.08% | 10,488 | 10,488 | — | $27.28万 | 新建仓 |
| ADBE | ADOBE INC | $27.29万 | 0.08% | 1,123 | 443 | 65.1% | $10.77万 | 加仓 |
| EQIX | EQUINIX INC | $28.03万 | 0.08% | 286 | 286 | — | $28.03万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.11万 | 0.08% | 1,700 | 15 | 0.9% | $2,481 | 加仓 |
| QCOM | QUALCOMM INC | $28.17万 | 0.08% | 2,187 | -76 | -3.4% | -$9,788 | 减仓 |
| KO | COCA COLA CO | $28.36万 | 0.08% | 3,729 | -2 | -0.1% | -$152 | 减仓 |
| PSX | PHILLIPS 66 | $28.70万 | 0.09% | 1,576 | -59 | -3.6% | -$1.07万 | 减仓 |
| MRK | MERCK & CO INC | $28.98万 | 0.09% | 2,409 | -1,375 | -36.3% | -$16.54万 | 减仓 |
| VV | VANGUARD INDEX FDS | $29.13万 | 0.09% | 975 | 975 | — | $29.13万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $29.38万 | 0.09% | 9,886 | 9,886 | — | $29.38万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $29.41万 | 0.09% | 5,363 | 5,363 | — | $29.41万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $29.53万 | 0.09% | 4,886 | -7 | -0.1% | -$423 | 减仓 |
| VBR | VANGUARD INDEX FDS | $29.68万 | 0.09% | 1,366 | 195 | 16.7% | $4.24万 | 加仓 |
| BCI | ABRDN ETFS | $29.76万 | 0.09% | 12,250 | 12,250 | — | $29.76万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $30.36万 | 0.09% | 6,086 | 155 | 2.6% | $7,733 | 加仓 |
| INTC | INTEL CORP | $30.44万 | 0.09% | 6,898 | -3,087 | -30.9% | -$13.62万 | 减仓 |
| PEP | PEPSICO INC | $30.91万 | 0.09% | 1,990 | 8 | 0.4% | $1,243 | 加仓 |
| APA | APA CORPORATION | $31.33万 | 0.09% | 7,383 | 7,383 | — | $31.33万 | 新建仓 |
| SHYG | ISHARES TR | $31.71万 | 0.09% | 7,495 | 1,810 | 31.8% | $7.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.18万 | 0.10% | 942 | 18 | 1.9% | $6,149 | 加仓 |
| IUSB | ISHARES TR | $32.57万 | 0.10% | 7,052 | 32 | 0.5% | $1,478 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $33.31万 | 0.10% | 6,668 | -12,630 | -65.4% | -$63.09万 | 减仓 |
| AMLP | ALPS ETF TR | $33.50万 | 0.10% | 6,365 | -479 | -7.0% | -$2.52万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.55万 | 0.10% | 6,008 | 735 | 13.9% | $4.10万 | 加仓 |
| CWB | SPDR SERIES TRUST | $34.06万 | 0.10% | 3,722 | 3,722 | — | $34.06万 | 新建仓 |
| SGOL | ETFS GOLD TR | $34.26万 | 0.10% | 7,678 | 221 | 3.0% | $9,861 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $34.97万 | 0.10% | 14,698 | 4,345 | 42.0% | $10.34万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $35.22万 | 0.10% | 26,089 | -4,425 | -14.5% | -$5.97万 | 减仓 |
| CTVA | CORTEVA INC | $35.84万 | 0.11% | 4,281 | -21 | -0.5% | -$1,758 | 减仓 |
| APH | AMPHENOL CORP | $36.67万 | 0.11% | 2,902 | 110 | 3.9% | $1.39万 | 加仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $36.89万 | 0.11% | 30,188 | 7,592 | 33.6% | $9.28万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $36.98万 | 0.11% | 2,399 | 2,399 | — | $36.98万 | 新建仓 |
| MUB | ISHARES TR | $37.73万 | 0.11% | 3,555 | 199 | 5.9% | $2.11万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $38.63万 | 0.11% | 20,330 | 20,330 | — | $38.63万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $38.67万 | 0.11% | 774 | 2 | 0.3% | $999 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $38.76万 | 0.12% | 8,578 | 8,578 | — | $38.76万 | 新建仓 |
| HD | HOME DEPOT INC | $39.36万 | 0.12% | 1,197 | 53 | 4.6% | $1.74万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $39.42万 | 0.12% | 2,134 | -36 | -1.7% | -$6,649 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.50万 | 0.12% | 7,308 | 760 | 11.6% | $4.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.33万 | 0.12% | 2,792 | -190 | -6.4% | -$2.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.46万 | 0.12% | 1,197 | -222 | -15.6% | -$7.50万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $40.70万 | 0.12% | 1,956 | -43 | -2.2% | -$8,948 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $41.20万 | 0.12% | 4,645 | -7,001 | -60.1% | -$62.10万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $41.38万 | 0.12% | 8,612 | 2,370 | 38.0% | $11.39万 | 加仓 |
| IJR | ISHARES TR | $41.43万 | 0.12% | 3,333 | -30 | -0.9% | -$3,729 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $41.46万 | 0.12% | 10,220 | -712 | -6.5% | -$2.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.49万 | 0.12% | 1,411 | -138 | -8.9% | -$4.06万 | 减仓 |
| QUS | SPDR SERIES TRUST | $41.95万 | 0.12% | 2,444 | 2,444 | — | $41.95万 | 新建仓 |
| USFR | WISDOMTREE TR | $42.07万 | 0.12% | 8,358 | -20 | -0.2% | -$1,007 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $42.47万 | 0.13% | 16,624 | 628 | 3.9% | $1.60万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $42.83万 | 0.13% | 3,512 | -4,018 | -53.4% | -$49.00万 | 减仓 |
| DE | DEERE & CO | $42.98万 | 0.13% | 763 | 12 | 1.6% | $6,760 | 加仓 |
| LQD | ISHARES TR | $44.12万 | 0.13% | 4,048 | 36 | 0.9% | $3,923 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $45.80万 | 0.14% | 18,870 | -292 | -1.5% | -$7,087 | 减仓 |
| BITO | PROSHARES TR | $46.43万 | 0.14% | 49,869 | 11,131 | 28.7% | $10.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $46.93万 | 0.14% | 673 | 27 | 4.2% | $1.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.94万 | 0.14% | 1,389 | 31 | 2.3% | $1.05万 | 加仓 |
| NYF | ISHARES TR | $47.01万 | 0.14% | 8,849 | -16 | -0.2% | -$850 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $47.48万 | 0.14% | 4,896 | -4,446 | -47.6% | -$43.12万 | 减仓 |
| LLY | ELI LILLY & CO | $47.55万 | 0.14% | 517 | 18 | 3.6% | $1.66万 | 加仓 |
| — | SPDR SERIES TRUST | $47.84万 | 0.14% | 5,297 | -114 | -2.1% | -$1.03万 | 减仓 |
| ZECP | ZACKS TRUST | $48.17万 | 0.14% | 14,239 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $48.95万 | 0.15% | 9,727 | 846 | 9.5% | $4.26万 | 加仓 |
| ABBV | ABBVIE INC | $49.11万 | 0.15% | 2,258 | -49 | -2.1% | -$1.07万 | 减仓 |
| KSS | KOHLS CORP | $49.14万 | 0.15% | 38,092 | 1,139 | 3.1% | $1.47万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $49.54万 | 0.15% | 5,365 | -262 | -4.7% | -$2.42万 | 减仓 |
| AFL | AFLAC INC | $50.52万 | 0.15% | 4,605 | -114 | -2.4% | -$1.25万 | 减仓 |
| PYLD | PIMCO ETF TR | $50.81万 | 0.15% | 19,394 | 19,394 | — | $50.81万 | 新建仓 |
| IVW | ISHARES TR | $51.05万 | 0.15% | 4,513 | 58 | 1.3% | $6,561 | 加仓 |
| MTUM | ISHARES TR | $51.20万 | 0.15% | 2,133 | 2,133 | — | $51.20万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $51.40万 | 0.15% | 20,173 | 4,412 | 28.0% | $11.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.68万 | 0.15% | 1,973 | 1,973 | — | $51.68万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $52.19万 | 0.15% | 1,628 | -7 | -0.4% | -$2,244 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $52.32万 | 0.16% | 4,079 | 4,079 | — | $52.32万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.29万 | 0.16% | 10,615 | -1,025 | -8.8% | -$5.15万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $55.09万 | 0.16% | 16,454 | 16,454 | — | $55.09万 | 新建仓 |
| T | AT&T INC | $55.57万 | 0.17% | 19,167 | -1,869 | -8.9% | -$5.42万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.66万 | 0.17% | 9,508 | 4,740 | 99.4% | $27.75万 | 加仓 |
| CSCO | CISCO SYS INC | $56.28万 | 0.17% | 7,254 | 22 | 0.3% | $1,707 | 加仓 |
| IEMG | ISHARES INC | $56.41万 | 0.17% | 8,087 | 697 | 9.4% | $4.86万 | 加仓 |