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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $57.37万 | 0.17% | 5,702 | -55 | -1.0% | -$5,534 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.38万 | 0.17% | 22,391 | -41,354 | -64.9% | -$105.97万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $57.94万 | 0.17% | 1,963 | 1,963 | — | $57.94万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.99万 | 0.18% | 3,074 | 3,074 | — | $58.99万 | 新建仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $59.22万 | 0.18% | 12,921 | 12,921 | — | $59.22万 | 新建仓 |
| IVE | ISHARES TR | $59.67万 | 0.18% | 2,826 | -311 | -9.9% | -$6.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.87万 | 0.18% | 2,992 | -11 | -0.4% | -$2,238 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $61.03万 | 0.18% | 15,081 | 5,681 | 60.4% | $22.99万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $61.06万 | 0.18% | 23,918 | 1,577 | 7.1% | $4.03万 | 加仓 |
| NFLX | NETFLIX INC. | $61.15万 | 0.18% | 6,360 | -428 | -6.3% | -$4.12万 | 减仓 |
| WMT | WALMART INC | $61.83万 | 0.18% | 4,975 | 17 | 0.3% | $2,113 | 加仓 |
| BUXX | EA SERIES TRUST | $61.89万 | 0.18% | 30,571 | 7,041 | 29.9% | $14.25万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $62.14万 | 0.18% | 12,861 | 4,162 | 47.8% | $20.11万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.19万 | 0.18% | 15,654 | 15,654 | — | $62.19万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $62.50万 | 0.19% | 3,612 | -184 | -4.8% | -$3.18万 | 减仓 |
| — | WELLS FARGO & CO | $62.65万 | 0.19% | 542 | 7 | 1.3% | $8,091 | 加仓 |
| GLDM | WORLD GOLD TR | $63.71万 | 0.19% | 6,873 | 6,873 | — | $63.71万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $63.84万 | 0.19% | 11,498 | 3,458 | 43.0% | $19.20万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.45万 | 0.19% | 14,215 | -16 | -0.1% | -$725 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $65.37万 | 0.19% | 28,485 | 6,965 | 32.4% | $15.98万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $65.56万 | 0.19% | 28,115 | 18,805 | 202.0% | $43.85万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $67.66万 | 0.20% | 27,025 | 359 | 1.3% | $8,988 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $68.13万 | 0.20% | 8,828 | 8,828 | — | $68.13万 | 新建仓 |
| IWM | ISHARES TR | $68.18万 | 0.20% | 2,749 | 12 | 0.4% | $2,976 | 加仓 |
| VOT | VANGUARD INDEX FDS | $69.70万 | 0.21% | 2,708 | -53 | -1.9% | -$1.36万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $69.94万 | 0.21% | 177,070 | 27,604 | 18.5% | $10.90万 | 加仓 |
| HYG | ISHARES TR | $70.07万 | 0.21% | 8,807 | 5,393 | 158.0% | $42.91万 | 加仓 |
| USHY | ISHARES TR | $70.93万 | 0.21% | 19,253 | -653 | -3.3% | -$2.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $71.70万 | 0.21% | 3,655 | 97 | 2.7% | $1.90万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $72.15万 | 0.21% | 18,298 | 301 | 1.7% | $1.19万 | 加仓 |
| WINN | HARBOR ETF TRUST | $74.63万 | 0.22% | 26,914 | -5,774 | -17.7% | -$16.01万 | 减仓 |
| PKG | PACKAGING CORP AMER | $74.91万 | 0.22% | 3,530 | 165 | 4.9% | $3.50万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $76.12万 | 0.23% | 9,628 | 29 | 0.3% | $2,293 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $77.25万 | 0.23% | 17,576 | -12,666 | -41.9% | -$55.67万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $79.86万 | 0.24% | 11,696 | 3,773 | 47.6% | $25.76万 | 加仓 |
| AVGO | BROADCOM INC | $79.88万 | 0.24% | 2,581 | 431 | 20.0% | $13.34万 | 加仓 |
| EWA | ISHARES INC | $81.27万 | 0.24% | 29,277 | -123 | -0.4% | -$3,414 | 减仓 |
| MINT | PIMCO ETF TR | $82.01万 | 0.24% | 8,154 | -698 | -7.9% | -$7.02万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $82.53万 | 0.25% | 24,295 | 4,985 | 25.8% | $16.93万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $82.61万 | 0.25% | 27,085 | 4,575 | 20.3% | $13.95万 | 加仓 |
| AAXJ | ISHARES TR | $82.90万 | 0.25% | 8,610 | -15 | -0.2% | -$1,444 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $83.16万 | 0.25% | 3,402 | -218 | -6.0% | -$5.33万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $83.48万 | 0.25% | 5,399 | 5,399 | — | $83.48万 | 新建仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $83.91万 | 0.25% | 11,779 | 12 | 0.1% | $855 | 加仓 |
| HSY | HERSHEY CO | $87.27万 | 0.26% | 4,198 | 40 | 1.0% | $8,316 | 加仓 |
| XNTK | SPDR SERIES TRUST | $87.56万 | 0.26% | 3,430 | 3,430 | — | $87.56万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $87.72万 | 0.26% | 7,918 | 1,727 | 27.9% | $19.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.89万 | 0.26% | 13,715 | 2,923 | 27.1% | $18.73万 | 加仓 |
| USRT | ISHARES TR | $88.23万 | 0.26% | 14,907 | -35,248 | -70.3% | -$208.63万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $88.94万 | 0.26% | 19,612 | 19,612 | — | $88.94万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $92.13万 | 0.27% | 20,226 | 15,369 | 316.4% | $70.01万 | 加仓 |
| IDV | ISHARES TR | $95.37万 | 0.28% | 22,408 | 300 | 1.4% | $1.28万 | 加仓 |
| HACK | AMPLIFY ETF TR | $95.57万 | 0.28% | 12,727 | 193 | 1.5% | $1.45万 | 加仓 |
| — | HONEYWELL INTL INC | $99.30万 | 0.29% | 4,393 | 84 | 1.9% | $1.90万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $100.00万 | 0.30% | 55,495 | 2,254 | 4.2% | $4.06万 | 加仓 |
| CME | CME GROUP INC | $100.15万 | 0.30% | 3,391 | 4 | 0.1% | $1,181 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $100.61万 | 0.30% | 18,213 | 3,839 | 26.7% | $21.21万 | 加仓 |
| IDEV | ISHARES TR | $104.56万 | 0.31% | 12,512 | 1,314 | 11.7% | $10.98万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $105.83万 | 0.31% | 22,478 | 699 | 3.2% | $3.29万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.87万 | 0.32% | 4,969 | 135 | 2.8% | $2.90万 | 加仓 |
| BA | BOEING CO | $108.57万 | 0.32% | 5,455 | 222 | 4.2% | $4.42万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $109.16万 | 0.32% | 37,474 | 10,991 | 41.5% | $32.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $109.35万 | 0.32% | 1,097 | 35 | 3.3% | $3.49万 | 加仓 |
| KR | KROGER CO | $109.78万 | 0.33% | 15,171 | -4,378 | -22.4% | -$31.68万 | 减仓 |
| CLX | CLOROX CO DEL | $110.66万 | 0.33% | 10,678 | 427 | 4.2% | $4.43万 | 加仓 |
| MO | ALTRIA GROUP INC | $111.05万 | 0.33% | 16,828 | -247 | -1.4% | -$1.63万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $111.41万 | 0.33% | 13,464 | 17 | 0.1% | $1,407 | 加仓 |
| EFA | ISHARES TR | $111.50万 | 0.33% | 11,480 | 99 | 0.9% | $9,616 | 加仓 |
| CASY | CASEYS GEN STORES INC | $111.71万 | 0.33% | 1,535 | -25 | -1.6% | -$1.82万 | 减仓 |
| ET | ENERGY TRANSFER L P | $113.50万 | 0.34% | 58,808 | 1,935 | 3.4% | $3.73万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $113.59万 | 0.34% | 6,378 | -37 | -0.6% | -$6,590 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $116.42万 | 0.35% | 2,683 | -7 | -0.3% | -$3,037 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $116.59万 | 0.35% | 27,408 | 27,408 | — | $116.59万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $117.61万 | 0.35% | 34,179 | 6,114 | 21.8% | $21.04万 | 加仓 |
| GOOGL | ALPHABET INC | $118.00万 | 0.35% | 4,104 | 91 | 2.3% | $2.62万 | 加仓 |
| IVV | ISHARES TR | $118.56万 | 0.35% | 1,815 | 124 | 7.3% | $8.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $119.78万 | 0.36% | 5,041 | -453 | -8.2% | -$10.76万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $123.29万 | 0.37% | 113,320 | 637 | 0.6% | $6,931 | 加仓 |
| STOT | SSGA ACTIVE TR | $123.42万 | 0.37% | 26,186 | 26,186 | — | $123.42万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $124.36万 | 0.37% | 13,407 | 6,052 | 82.3% | $56.14万 | 加仓 |
| DVY | ISHARES TR | $125.22万 | 0.37% | 8,270 | -23 | -0.3% | -$3,483 | 减仓 |
| AGG | ISHARES TR | $125.66万 | 0.37% | 12,658 | 3,168 | 33.4% | $31.45万 | 加仓 |
| SNTH | TIDAL TRUST III | $127.43万 | 0.38% | 48,562 | -8,369 | -14.7% | -$21.96万 | 减仓 |
| SHY | ISHARES TR | $130.44万 | 0.39% | 15,797 | 251 | 1.6% | $2.07万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $133.86万 | 0.40% | 28,536 | 9,390 | 49.0% | $44.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $138.05万 | 0.41% | 23,311 | 15,902 | 214.6% | $94.17万 | 加仓 |
| SGOV | ISHARES TR | $138.73万 | 0.41% | 13,782 | 1,260 | 10.1% | $12.68万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $138.81万 | 0.41% | 4,593 | 280 | 6.5% | $8.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $140.89万 | 0.42% | 15,982 | -1,225 | -7.1% | -$10.80万 | 减仓 |
| TSLA | TESLA INC | $142.26万 | 0.42% | 3,827 | 126 | 3.4% | $4.68万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $143.20万 | 0.43% | 37,273 | 1,797 | 5.1% | $6.90万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.43% | 2 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $144.22万 | 0.43% | 31,593 | 26,755 | 553.0% | $122.14万 | 加仓 |
| ITA | ISHARES TR | $145.42万 | 0.43% | 6,648 | -29 | -0.4% | -$6,343 | 减仓 |
| GOOG | ALPHABET INC | $145.91万 | 0.43% | 5,086 | -287 | -5.3% | -$8.23万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $146.71万 | 0.44% | 20,064 | 20,064 | — | $146.71万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $147.90万 | 0.44% | 24,490 | 3,488 | 16.6% | $21.06万 | 加仓 |
| GCOW | PACER FDS TR | $148.14万 | 0.44% | 32,037 | 11,063 | 52.7% | $51.16万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $149.90万 | 0.45% | 147,391 | -639 | -0.4% | -$6,499 | 减仓 |
| — | EXXON MOBIL CORP | $150.77万 | 0.45% | 8,887 | -118 | -1.3% | -$2.00万 | 减仓 |