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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $155.54万 | 0.46% | 87,627 | -35,071 | -28.6% | -$62.25万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $156.07万 | 0.46% | 75,614 | 75,614 | — | $156.07万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $156.97万 | 0.47% | 109,924 | 1,301 | 1.2% | $1.86万 | 加仓 |
| DLN | WISDOMTREE TR | $159.66万 | 0.47% | 17,873 | 2,272 | 14.6% | $20.30万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $161.80万 | 0.48% | 47,911 | 1,576 | 3.4% | $5.32万 | 加仓 |
| V | VISA INC | $172.81万 | 0.51% | 5,718 | 37 | 0.7% | $1.12万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $178.02万 | 0.53% | 38,566 | 38,566 | — | $178.02万 | 新建仓 |
| SOXX | ISHARES TR | $179.78万 | 0.53% | 5,470 | 886 | 19.3% | $29.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $180.99万 | 0.54% | 2,783 | -255 | -8.4% | -$16.58万 | 减仓 |
| META | META PLATFORMS INC | $184.20万 | 0.55% | 3,220 | 14 | 0.4% | $8,009 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $188.23万 | 0.56% | 14,164 | 573 | 4.2% | $7.61万 | 加仓 |
| QYLD | GLOBAL X FDS | $195.61万 | 0.58% | 114,056 | 831 | 0.7% | $1.43万 | 加仓 |
| YYY | AMPLIFY ETF TR | $200.99万 | 0.60% | 182,217 | 3,272 | 1.8% | $3.61万 | 加仓 |
| BIL | SPDR SERIES TRUST | $211.43万 | 0.63% | 23,071 | -2,307 | -9.1% | -$21.14万 | 减仓 |
| FLOT | ISHARES TR | $217.77万 | 0.65% | 42,741 | -721 | -1.7% | -$3.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.53万 | 0.65% | 15,076 | 1,536 | 11.3% | $22.47万 | 加仓 |
| PSFF | PACER FDS TR | $221.46万 | 0.66% | 69,111 | -2,529 | -3.5% | -$8.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $221.95万 | 0.66% | 30,140 | 5,633 | 23.0% | $41.48万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $226.16万 | 0.67% | 115,504 | 4,714 | 4.3% | $9.23万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $228.52万 | 0.68% | 45,879 | 45,879 | — | $228.52万 | 新建仓 |
| ILTB | ISHARES TR | $229.51万 | 0.68% | 46,858 | -77,250 | -62.2% | -$378.37万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $238.14万 | 0.71% | 47,240 | -507 | -1.1% | -$2.56万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $255.19万 | 0.76% | 17,597 | 6,060 | 52.5% | $87.88万 | 加仓 |
| STIP | ISHARES TR | $256.48万 | 0.76% | 24,797 | 313 | 1.3% | $3.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.33万 | 0.76% | 5,370 | 130 | 2.5% | $6.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $273.67万 | 0.81% | 6,266 | -262 | -4.0% | -$11.44万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $276.67万 | 0.82% | 45,163 | 17,834 | 65.3% | $109.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $280.80万 | 0.83% | 18,960 | 89 | 0.5% | $1.32万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $289.32万 | 0.86% | 112,929 | -76,568 | -40.4% | -$196.17万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $294.26万 | 0.87% | 64,645 | -30,939 | -32.4% | -$140.83万 | 减仓 |
| ACWI | ISHARES TR | $302.42万 | 0.90% | 21,856 | -22,739 | -51.0% | -$314.63万 | 减仓 |
| FLRT | PACER FDS TR | $315.66万 | 0.94% | 68,163 | -15,219 | -18.3% | -$70.48万 | 减仓 |
| AMZN | AMAZON COM INC | $324.69万 | 0.96% | 15,590 | 430 | 2.8% | $8.96万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $326.29万 | 0.97% | 57,567 | 15,104 | 35.6% | $85.61万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $333.72万 | 0.99% | 15,451 | 15,451 | — | $333.72万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $406.26万 | 1.21% | 6,799 | 223 | 3.4% | $13.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $415.23万 | 1.23% | 11,217 | 1,398 | 14.2% | $51.75万 | 加仓 |
| GLD | SPDR GOLD TR | $437.30万 | 1.30% | 10,163 | 193 | 1.9% | $8.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $458.39万 | 1.36% | 26,284 | -1,038 | -3.8% | -$18.10万 | 减仓 |
| AAPL | APPLE INC | $498.63万 | 1.48% | 19,647 | 40 | 0.2% | $1.02万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $513.37万 | 1.52% | 90,734 | -61,298 | -40.3% | -$346.82万 | 减仓 |
| QQQ | INVESCO QQQ TR | $515.76万 | 1.53% | 8,936 | 2,430 | 37.4% | $140.25万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $518.95万 | 1.54% | 73,185 | 4,664 | 6.8% | $33.07万 | 加仓 |
| CVX | CHEVRON CORPORATION | $602.04万 | 1.79% | 29,098 | -3,278 | -10.1% | -$67.82万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $611.33万 | 1.82% | 265,184 | 50,959 | 23.8% | $117.48万 | 加仓 |
| SLV | ISHARES SILVER TR | $720.77万 | 2.14% | 105,778 | -4,481 | -4.1% | -$30.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $967.45万 | 2.87% | 98,810 | -25,440 | -20.5% | -$249.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,264.83万 | 3.76% | 249,917 | 51,511 | 26.0% | $260.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,525.84万 | 4.53% | 199,352 | 47,214 | 31.0% | $361.38万 | 加仓 |
| CAT | CATERPILLAR INC | $1,850.34万 | 5.50% | 26,118 | 20 | 0.1% | $1.42万 | 加仓 |