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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $63.09万 | 0.16% | 2,779 | -47 | -1.7% | -$1.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $63.48万 | 0.16% | 2,094 | 121 | 6.1% | $3.67万 | 加仓 |
| LLY | ELI LILLY & CO | $63.57万 | 0.16% | 530 | 13 | 2.5% | $1.56万 | 加仓 |
| — | WELLS FARGO & CO | $63.77万 | 0.16% | 551 | 9 | 1.7% | $1.04万 | 加仓 |
| TFI | SPDR SERIES TRUST | $65.14万 | 0.17% | 14,222 | 7 | 0.0% | $321 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $65.15万 | 0.17% | 19,994 | 3,540 | 21.5% | $11.54万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $65.18万 | 0.17% | 27,330 | -1,155 | -4.1% | -$2.75万 | 减仓 |
| USIG | ISHARES TR | $66.02万 | 0.17% | 12,871 | 12,871 | — | $66.02万 | 新建仓 |
| XEMD | BONDBLOXX ETF TRUST | $66.28万 | 0.17% | 14,755 | -2,821 | -16.1% | -$12.67万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $67.34万 | 0.17% | 1,988 | 25 | 1.3% | $8,469 | 加仓 |
| IJK | ISHARES TR | $67.43万 | 0.17% | 5,738 | 36 | 0.6% | $4,230 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $67.78万 | 0.17% | 27,123 | 98 | 0.4% | $2,449 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $68.44万 | 0.17% | 1,433 | 44 | 3.2% | $2.10万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $68.59万 | 0.17% | 17,377 | 1,723 | 11.0% | $6.80万 | 加仓 |
| GLDM | WORLD GOLD TR | $69.27万 | 0.18% | 8,722 | 1,849 | 26.9% | $14.68万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $69.46万 | 0.18% | 9,056 | 228 | 2.6% | $1.75万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $69.76万 | 0.18% | 29,763 | 1,648 | 5.9% | $3.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $69.87万 | 0.18% | 5,846 | 462 | 8.6% | $5.52万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $70.28万 | 0.18% | 12,186 | -675 | -5.2% | -$3.89万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $70.30万 | 0.18% | 16,029 | 948 | 6.3% | $4.16万 | 加仓 |
| KSS | KOHLS CORP | $70.36万 | 0.18% | 39,709 | 1,617 | 4.2% | $2.87万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $70.85万 | 0.18% | 12,173 | 2,665 | 28.0% | $15.51万 | 加仓 |
| USHY | ISHARES TR | $71.96万 | 0.18% | 19,439 | 186 | 1.0% | $6,886 | 加仓 |
| MTUM | ISHARES TR | $72.66万 | 0.18% | 2,119 | -14 | -0.7% | -$4,800 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $73.48万 | 0.19% | 3,454 | 380 | 12.4% | $8.08万 | 加仓 |
| HSY | HERSHEY CO | $74.20万 | 0.19% | 4,229 | 31 | 0.7% | $5,439 | 加仓 |
| CME | CME GROUP INC | $74.74万 | 0.19% | 3,385 | -6 | -0.2% | -$1,325 | 减仓 |
| HYG | ISHARES TR | $74.88万 | 0.19% | 9,364 | 557 | 6.3% | $4.45万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.09万 | 0.19% | 12,217 | 719 | 6.3% | $4.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.14万 | 0.19% | 27,792 | 27,792 | — | $76.14万 | 新建仓 |
| IEMG | ISHARES INC | $76.97万 | 0.20% | 9,291 | 1,204 | 14.9% | $9.97万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $77.01万 | 0.20% | 36,395 | 36,395 | — | $77.01万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $81.02万 | 0.21% | 3,400 | -130 | -3.7% | -$3.10万 | 减仓 |
| MINT | PIMCO ETF TR | $81.11万 | 0.21% | 8,046 | -108 | -1.3% | -$1.09万 | 减仓 |
| WINN | HARBOR ETF TRUST | $81.81万 | 0.21% | 25,194 | -1,720 | -6.4% | -$5.58万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $81.89万 | 0.21% | 4,401 | -998 | -18.5% | -$18.57万 | 减仓 |
| EWA | ISHARES INC | $83.84万 | 0.21% | 29,771 | 494 | 1.7% | $1.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.29万 | 0.21% | 3,319 | -83 | -2.4% | -$2.11万 | 减仓 |
| IWM | ISHARES TR | $84.62万 | 0.22% | 2,816 | 67 | 2.4% | $2.01万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $84.74万 | 0.22% | 19,642 | 1,344 | 7.3% | $5.80万 | 加仓 |
| CSCO | CISCO SYS INC | $85.78万 | 0.22% | 7,303 | 49 | 0.7% | $5,756 | 加仓 |
| KR | KROGER CO | $85.88万 | 0.22% | 15,466 | 295 | 1.9% | $1.64万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $85.97万 | 0.22% | 9,469 | -159 | -1.7% | -$1.44万 | 减仓 |
| INTC | INTEL CORP | $86.86万 | 0.22% | 6,221 | -677 | -9.8% | -$9.45万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $87.13万 | 0.22% | 2,845 | 137 | 5.1% | $4.20万 | 加仓 |
| SHYG | ISHARES TR | $88.82万 | 0.23% | 20,942 | 13,447 | 179.4% | $57.03万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $89.65万 | 0.23% | 12,397 | 618 | 5.2% | $4.47万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $91.50万 | 0.23% | 20,188 | 576 | 2.9% | $2.61万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $93.01万 | 0.24% | 26,718 | -367 | -1.4% | -$1.28万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $93.95万 | 0.24% | 10,444 | 10,444 | — | $93.95万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $94.55万 | 0.24% | 2,555 | 2,555 | — | $94.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $95.08万 | 0.24% | 824 | -373 | -31.2% | -$43.04万 | 减仓 |
| IDV | ISHARES TR | $95.48万 | 0.24% | 23,047 | 639 | 2.9% | $2.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $95.78万 | 0.24% | 4,395 | 740 | 20.2% | $16.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $97.07万 | 0.25% | 1,343 | 401 | 42.6% | $28.98万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $99.33万 | 0.25% | 12,254 | 558 | 4.8% | $4.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.67万 | 0.26% | 1,076 | -21 | -1.9% | -$1.96万 | 减仓 |
| USRT | ISHARES TR | $102.54万 | 0.26% | 15,431 | 524 | 3.5% | $3.48万 | 加仓 |
| AAXJ | ISHARES TR | $103.87万 | 0.26% | 8,705 | 95 | 1.1% | $1.13万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $105.14万 | 0.27% | 1,323 | -212 | -13.8% | -$16.85万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $108.30万 | 0.28% | 2,608 | -75 | -2.8% | -$3.11万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $108.80万 | 0.28% | 29,532 | 5,237 | 21.6% | $19.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $111.30万 | 0.28% | 15,621 | 1,906 | 13.9% | $13.58万 | 加仓 |
| BA | BOEING CO | $111.53万 | 0.28% | 5,152 | -303 | -5.6% | -$6.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $112.42万 | 0.29% | 13,602 | 138 | 1.0% | $1.14万 | 加仓 |
| AVGO | BROADCOM INC | $115.37万 | 0.29% | 3,054 | 473 | 18.3% | $17.87万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $115.45万 | 0.29% | 6,362 | -16 | -0.3% | -$2,903 | 减仓 |
| GCOW | PACER FDS TR | $115.50万 | 0.29% | 26,675 | -5,362 | -16.7% | -$23.22万 | 减仓 |
| CLX | CLOROX CO DEL | $115.62万 | 0.29% | 12,115 | 1,437 | 13.5% | $13.71万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $115.65万 | 0.29% | 24,637 | 2,159 | 9.6% | $10.13万 | 加仓 |
| ET | ENERGY TRANSFER L P | $116.53万 | 0.30% | 60,946 | 2,138 | 3.6% | $4.09万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $117.20万 | 0.30% | 19,440 | 1,227 | 6.7% | $7.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $117.84万 | 0.30% | 15,606 | -376 | -2.4% | -$2.84万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $119.27万 | 0.30% | 5,040 | 71 | 1.4% | $1.68万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $119.67万 | 0.30% | 8,981 | 1,063 | 13.4% | $14.16万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $120.68万 | 0.31% | 35,662 | -1,812 | -4.8% | -$6.13万 | 减仓 |
| EFA | ISHARES TR | $121.02万 | 0.31% | 11,650 | 170 | 1.5% | $1.77万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $123.86万 | 0.31% | 32,630 | -1,549 | -4.5% | -$5.88万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $124.21万 | 0.32% | 114,587 | 1,267 | 1.1% | $1.37万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $126.19万 | 0.32% | 22,474 | 2,248 | 11.1% | $12.62万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $126.43万 | 0.32% | 3,236 | -194 | -5.7% | -$7.58万 | 减仓 |
| MO | ALTRIA GROUP INC | $126.94万 | 0.32% | 17,642 | 814 | 4.8% | $5.86万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $127.69万 | 0.32% | 13,596 | 189 | 1.4% | $1.78万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $127.96万 | 0.33% | 69,058 | 13,563 | 24.4% | $25.13万 | 加仓 |
| DVY | ISHARES TR | $129.27万 | 0.33% | 8,271 | 1 | 0.0% | $156 | 加仓 |
| HACK | AMPLIFY ETF TR | $133.90万 | 0.34% | 12,761 | 34 | 0.3% | $3,568 | 加仓 |
| STOT | SSGA ACTIVE TR | $133.98万 | 0.34% | 28,469 | 2,283 | 8.7% | $10.74万 | 加仓 |
| IDEV | ISHARES TR | $134.53万 | 0.34% | 15,114 | 2,602 | 20.8% | $23.16万 | 加仓 |
| SHY | ISHARES TR | $134.66万 | 0.34% | 16,400 | 603 | 3.8% | $4.95万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $138.82万 | 0.35% | 4,582 | -459 | -9.1% | -$13.91万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $139.05万 | 0.35% | 28,215 | 807 | 2.9% | $3.98万 | 加仓 |
| — | EXXON MOBIL CORP | $139.48万 | 0.35% | 10,202 | 1,315 | 14.8% | $17.98万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $140.97万 | 0.36% | 2,427 | -565 | -18.9% | -$32.82万 | 减仓 |
| SGOV | ISHARES TR | $142.09万 | 0.36% | 14,115 | 333 | 2.4% | $3.35万 | 加仓 |
| SNTH | TIDAL TRUST III | $147.90万 | 0.38% | 49,749 | 1,187 | 2.4% | $3.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $149.59万 | 0.38% | 22,142 | -1,169 | -5.0% | -$7.90万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.38% | 2 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $152.60万 | 0.39% | 30,283 | -1,310 | -4.1% | -$6.60万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $154.28万 | 0.39% | 19,759 | -305 | -1.5% | -$2.38万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $154.89万 | 0.39% | 111,995 | 2,071 | 1.9% | $2.86万 | 加仓 |