Independent Wealth Network Inc.
URBANDALE IA · SEC CIK 0001891240
$3.93亿2026Q2 申报市值
340持仓数
27.0%前十大占比 · 第一大 7.2%
53 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NORTHERN LIGHTS 新建仓+$232.64万
NORTHERN LIGHTS 新建仓+$204.83万
VTI 新建仓+$94.55万
AVLC 新建仓+$93.95万
LDP 新建仓+$77.01万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$142.23万
QTEC 减仓-$108.54万
INNOVATOR ETFS T 清仓-$57.38万
FLOT 减仓-$53.30万
HON 减仓-$50.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ONON | ON HLDG AG | $26.92万 | 0.07% | 7,600 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $27.04万 | 0.07% | 10,432 | 546 | 5.5% | $1.42万 | 加仓 |
| PSX | PHILLIPS 66 | $27.13万 | 0.07% | 1,605 | 29 | 1.8% | $4,903 | 加仓 |
| ENB | ENBRIDGE INC | $27.19万 | 0.07% | 5,015 | 237 | 5.0% | $1.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.94万 | 0.07% | 1,780 | 53 | 3.1% | $8,318 | 加仓 |
| BCI | ABRDN ETFS | $28.20万 | 0.07% | 12,624 | 374 | 3.1% | $8,355 | 加仓 |
| NOW | SERVICENOW INC | $28.61万 | 0.07% | 2,881 | 926 | 47.4% | $9.19万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $28.66万 | 0.07% | 2,495 | 225 | 9.9% | $2.58万 | 加仓 |
| PEP | PEPSICO INC | $28.69万 | 0.07% | 2,119 | 129 | 6.5% | $1.75万 | 加仓 |
| MDT | MEDTRONIC PLC | $29.18万 | 0.07% | 3,730 | 3,730 | — | $29.18万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $29.47万 | 0.07% | 680 | 680 | — | $29.47万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $29.86万 | 0.08% | 2,331 | -50 | -2.1% | -$6,405 | 减仓 |
| IAGG | ISHARES TR | $29.91万 | 0.08% | 5,912 | 5,912 | — | $29.91万 | 新建仓 |
| SGOL | ETFS GOLD TR | $29.96万 | 0.08% | 7,837 | 159 | 2.1% | $6,079 | 加仓 |
| TOST | TOAST INC | $30.01万 | 0.08% | 10,788 | 5,146 | 91.2% | $14.32万 | 重新持有 |
| SHEL | SHELL PLC | $30.10万 | 0.08% | 3,882 | 1,124 | 40.8% | $8.72万 | 加仓 |
| MRK | MERCK & CO INC | $30.15万 | 0.08% | 2,346 | -63 | -2.6% | -$8,096 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $30.17万 | 0.08% | 17,391 | 1,656 | 10.5% | $2.87万 | 加仓 |
| KO | COCA COLA CO | $30.26万 | 0.08% | 3,724 | -5 | -0.1% | -$406 | 减仓 |
| EQIX | EQUINIX INC | $30.34万 | 0.08% | 291 | 5 | 1.7% | $5,213 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.40万 | 0.08% | 315 | 315 | — | $30.40万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $30.56万 | 0.08% | 1,689 | -11 | -0.6% | -$1,990 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $31.00万 | 0.08% | 12,317 | 12,317 | — | $31.00万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.14万 | 0.08% | 1,651 | 454 | 37.9% | $8.84万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $32.21万 | 0.08% | 504 | 504 | — | $32.21万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $32.55万 | 0.08% | 1,092 | -59 | -5.1% | -$1.76万 | 减仓 |
| KLAC | KLA CORP | $32.74万 | 0.08% | 1,085 | 884 | 439.8% | $26.68万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $32.94万 | 0.08% | 958 | -17 | -1.7% | -$5,845 | 减仓 |
| AMLP | ALPS ETF TR | $33.05万 | 0.08% | 6,375 | 10 | 0.2% | $518 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.68万 | 0.09% | 11,445 | 2,420 | 26.8% | $7.12万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $33.83万 | 0.09% | 5,611 | 248 | 4.6% | $1.50万 | 加仓 |
| — | EA SERIES TRUST | $34.16万 | 0.09% | 2,800 | 2,800 | — | $34.16万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $34.17万 | 0.09% | 1,406 | 40 | 2.9% | $9,720 | 加仓 |
| — | PROSHARES TR | $34.19万 | 0.09% | 2,203 | -54 | -2.4% | -$8,380 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $34.20万 | 0.09% | 6,808 | 140 | 2.1% | $7,033 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $34.21万 | 0.09% | 7,128 | 1,401 | 24.5% | $6.72万 | 加仓 |
| CTVA | CORTEVA INC | $34.74万 | 0.09% | 4,102 | -179 | -4.2% | -$1.52万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $35.00万 | 0.09% | 2,032 | -102 | -4.8% | -$1.76万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.28万 | 0.09% | 1,184 | -890 | -42.9% | -$26.52万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $35.76万 | 0.09% | 1,295 | 1,295 | — | $35.76万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $35.84万 | 0.09% | 6,000 | 1,271 | 26.9% | $7.59万 | 重新持有 |
| ADBE | ADOBE INC | $35.92万 | 0.09% | 1,752 | 629 | 56.0% | $12.90万 | 加仓 |
| MUB | ISHARES TR | $36.44万 | 0.09% | 3,386 | -169 | -4.8% | -$1.82万 | 减仓 |
| ASML | ASML HLDG NV | $36.90万 | 0.09% | 185 | 12 | 6.9% | $2.39万 | 加仓 |
| ORCL | ORACLE CORP | $36.91万 | 0.09% | 2,519 | 1,311 | 108.5% | $19.21万 | 重新持有 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $36.94万 | 0.09% | 6,058 | 50 | 0.8% | $3,049 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $37.73万 | 0.10% | 4,972 | 86 | 1.8% | $6,526 | 加仓 |
| CWB | SPDR SERIES TRUST | $37.73万 | 0.10% | 3,499 | -223 | -6.0% | -$2.40万 | 减仓 |
| VDE | VANGUARD WORLD FD | $38.16万 | 0.10% | 2,542 | -1,070 | -29.6% | -$16.06万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $38.51万 | 0.10% | 19,961 | -369 | -1.8% | -$7,118 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $38.57万 | 0.10% | 8,573 | -5 | -0.1% | -$225 | 减仓 |
| HD | HOME DEPOT INC | $39.23万 | 0.10% | 1,112 | -85 | -7.1% | -$3.00万 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $39.25万 | 0.10% | 14,795 | 97 | 0.7% | $2,573 | 加仓 |
| MA | MASTERCARD INCORPORATED | $39.55万 | 0.10% | 770 | -4 | -0.5% | -$2,054 | 减仓 |
| QCOM | QUALCOMM INC | $40.23万 | 0.10% | 2,177 | -10 | -0.5% | -$1,848 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.26万 | 0.10% | 2,745 | -47 | -1.7% | -$6,893 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $40.35万 | 0.10% | 9,766 | 39 | 0.4% | $1,611 | 加仓 |
| T | AT&T INC | $40.45万 | 0.10% | 19,542 | 375 | 2.0% | $7,762 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.69万 | 0.10% | 2,381 | 2,381 | — | $40.69万 | 新建仓 |
| BITO | PROSHARES TR | $41.04万 | 0.10% | 51,427 | 1,558 | 3.1% | $1.24万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $41.04万 | 0.10% | 10,097 | -123 | -1.2% | -$5,000 | 减仓 |
| NFLX | NETFLIX INC. | $42.86万 | 0.11% | 6,002 | -358 | -5.6% | -$2.56万 | 减仓 |
| LQD | ISHARES TR | $43.49万 | 0.11% | 3,987 | -61 | -1.5% | -$6,653 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.23万 | 0.11% | 10,447 | -168 | -1.6% | -$7,113 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $44.27万 | 0.11% | 18,340 | -530 | -2.8% | -$1.28万 | 减仓 |
| SMH | VANECK ETF TRUST | $44.72万 | 0.11% | 682 | -29 | -4.1% | -$1.90万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $44.87万 | 0.11% | 1,340 | 309 | 30.0% | $10.35万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $45.41万 | 0.12% | 4,709 | 64 | 1.4% | $6,172 | 加仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $46.24万 | 0.12% | 36,321 | 6,133 | 20.3% | $7.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.81万 | 0.12% | 1,430 | 19 | 1.3% | $6,219 | 加仓 |
| DE | DEERE & CO | $47.51万 | 0.12% | 749 | -14 | -1.8% | -$8,881 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $47.53万 | 0.12% | 2,150 | 2,150 | — | $47.53万 | 新建仓 |
| BUXX | EA SERIES TRUST | $47.57万 | 0.12% | 23,501 | -7,070 | -23.1% | -$14.31万 | 减仓 |
| NYF | ISHARES TR | $47.72万 | 0.12% | 8,853 | 4 | 0.0% | $216 | 加仓 |
| HON | HONEYWELL INTL INC | $48.14万 | 0.12% | 2,150 | -2,243 | -51.1% | -$50.22万 | 减仓 |
| APH | AMPHENOL CORP | $48.17万 | 0.12% | 2,732 | -170 | -5.9% | -$3.00万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $48.19万 | 0.12% | 9,950 | 1,338 | 15.5% | $6.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.47万 | 0.12% | 8,121 | 813 | 11.1% | $4.85万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $48.70万 | 0.12% | 16,564 | -60 | -0.4% | -$1,764 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $49.32万 | 0.13% | 3,526 | 14 | 0.4% | $1,958 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $49.53万 | 0.13% | 2,556 | 157 | 6.5% | $3.04万 | 加仓 |
| IJR | ISHARES TR | $50.13万 | 0.13% | 3,380 | 47 | 1.4% | $6,971 | 加仓 |
| IUSB | ISHARES TR | $50.49万 | 0.13% | 10,940 | 3,888 | 55.1% | $17.94万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $50.82万 | 0.13% | 24,131 | 213 | 0.9% | $4,486 | 加仓 |
| PYLD | PIMCO ETF TR | $51.17万 | 0.13% | 19,296 | -98 | -0.5% | -$2,599 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $51.54万 | 0.13% | 1,497 | -131 | -8.0% | -$4.51万 | 减仓 |
| FLTR | VANECK ETF TRUST | $51.66万 | 0.13% | 20,173 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.76万 | 0.13% | 4,659 | -316 | -6.4% | -$3.58万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $52.83万 | 0.13% | 137,215 | -39,855 | -22.5% | -$15.34万 | 减仓 |
| QUS | SPDR SERIES TRUST | $52.90万 | 0.13% | 2,831 | 387 | 15.8% | $7.23万 | 加仓 |
| AFL | AFLAC INC | $53.01万 | 0.13% | 4,521 | -84 | -1.8% | -$9,849 | 减仓 |
| ABBV | ABBVIE INC | $53.66万 | 0.14% | 2,132 | -126 | -5.6% | -$3.17万 | 减仓 |
| ZECP | ZACKS TRUST | $53.74万 | 0.14% | 14,239 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $54.82万 | 0.14% | 3,748 | -331 | -8.1% | -$4.84万 | 减仓 |
| — | SPDR SERIES TRUST | $58.66万 | 0.15% | 5,187 | -110 | -2.1% | -$1.24万 | 减仓 |
| IVW | ISHARES TR | $59.50万 | 0.15% | 4,327 | -186 | -4.1% | -$2.56万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $60.30万 | 0.15% | 4,735 | -161 | -3.3% | -$2.05万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $60.63万 | 0.15% | 13,154 | 233 | 1.8% | $1.07万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $61.70万 | 0.16% | 6,374 | 1,009 | 18.8% | $9.77万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $63.01万 | 0.16% | 2,206 | 250 | 12.8% | $7.14万 | 加仓 |