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 |
|---|---|---|---|---|---|---|---|---|
| — | J P MORGAN EXCHANGE TRADED F | $88.94万 | 0.26% | 19,612 | 19,612 | — | $88.94万 | 新建仓 |
| USRT | ISHARES TR | $88.23万 | 0.26% | 14,907 | -35,248 | -70.3% | -$208.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.89万 | 0.26% | 13,715 | 2,923 | 27.1% | $18.73万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $87.72万 | 0.26% | 7,918 | 1,727 | 27.9% | $19.13万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $87.56万 | 0.26% | 3,430 | 3,430 | — | $87.56万 | 新建仓 |
| HSY | HERSHEY CO | $87.27万 | 0.26% | 4,198 | 40 | 1.0% | $8,316 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $83.91万 | 0.25% | 11,779 | 12 | 0.1% | $855 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $83.48万 | 0.25% | 5,399 | 5,399 | — | $83.48万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $83.16万 | 0.25% | 3,402 | -218 | -6.0% | -$5.33万 | 减仓 |
| AAXJ | ISHARES TR | $82.90万 | 0.25% | 8,610 | -15 | -0.2% | -$1,444 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $82.61万 | 0.25% | 27,085 | 4,575 | 20.3% | $13.95万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $82.53万 | 0.25% | 24,295 | 4,985 | 25.8% | $16.93万 | 加仓 |
| MINT | PIMCO ETF TR | $82.01万 | 0.24% | 8,154 | -698 | -7.9% | -$7.02万 | 减仓 |
| EWA | ISHARES INC | $81.27万 | 0.24% | 29,277 | -123 | -0.4% | -$3,414 | 减仓 |
| AVGO | BROADCOM INC | $79.88万 | 0.24% | 2,581 | 431 | 20.0% | $13.34万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $79.86万 | 0.24% | 11,696 | 3,773 | 47.6% | $25.76万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $77.25万 | 0.23% | 17,576 | -12,666 | -41.9% | -$55.67万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $76.12万 | 0.23% | 9,628 | 29 | 0.3% | $2,293 | 加仓 |
| PKG | PACKAGING CORP AMER | $74.91万 | 0.22% | 3,530 | 165 | 4.9% | $3.50万 | 加仓 |
| WINN | HARBOR ETF TRUST | $74.63万 | 0.22% | 26,914 | -5,774 | -17.7% | -$16.01万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $72.15万 | 0.21% | 18,298 | 301 | 1.7% | $1.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.70万 | 0.21% | 3,655 | 97 | 2.7% | $1.90万 | 加仓 |
| USHY | ISHARES TR | $70.93万 | 0.21% | 19,253 | -653 | -3.3% | -$2.41万 | 减仓 |
| HYG | ISHARES TR | $70.07万 | 0.21% | 8,807 | 5,393 | 158.0% | $42.91万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $69.94万 | 0.21% | 177,070 | 27,604 | 18.5% | $10.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $69.70万 | 0.21% | 2,708 | -53 | -1.9% | -$1.36万 | 减仓 |
| IWM | ISHARES TR | $68.18万 | 0.20% | 2,749 | 12 | 0.4% | $2,976 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $68.13万 | 0.20% | 8,828 | 8,828 | — | $68.13万 | 新建仓 |
| — | COLLABORATIVE INVESTMNT SER | $67.66万 | 0.20% | 27,025 | 359 | 1.3% | $8,988 | 加仓 |
| SPHY | SPDR SERIES TRUST | $65.56万 | 0.19% | 28,115 | 18,805 | 202.0% | $43.85万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $65.37万 | 0.19% | 28,485 | 6,965 | 32.4% | $15.98万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.45万 | 0.19% | 14,215 | -16 | -0.1% | -$725 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $63.84万 | 0.19% | 11,498 | 3,458 | 43.0% | $19.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $63.71万 | 0.19% | 6,873 | 6,873 | — | $63.71万 | 新建仓 |
| — | WELLS FARGO & CO | $62.65万 | 0.19% | 542 | 7 | 1.3% | $8,091 | 加仓 |
| VDE | VANGUARD WORLD FD | $62.50万 | 0.19% | 3,612 | -184 | -4.8% | -$3.18万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.19万 | 0.18% | 15,654 | 15,654 | — | $62.19万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $62.14万 | 0.18% | 12,861 | 4,162 | 47.8% | $20.11万 | 加仓 |
| BUXX | EA SERIES TRUST | $61.89万 | 0.18% | 30,571 | 7,041 | 29.9% | $14.25万 | 加仓 |
| WMT | WALMART INC | $61.83万 | 0.18% | 4,975 | 17 | 0.3% | $2,113 | 加仓 |
| NFLX | NETFLIX INC. | $61.15万 | 0.18% | 6,360 | -428 | -6.3% | -$4.12万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $61.06万 | 0.18% | 23,918 | 1,577 | 7.1% | $4.03万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $61.03万 | 0.18% | 15,081 | 5,681 | 60.4% | $22.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.87万 | 0.18% | 2,992 | -11 | -0.4% | -$2,238 | 减仓 |
| IVE | ISHARES TR | $59.67万 | 0.18% | 2,826 | -311 | -9.9% | -$6.57万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $59.22万 | 0.18% | 12,921 | 12,921 | — | $59.22万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.99万 | 0.18% | 3,074 | 3,074 | — | $58.99万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $57.94万 | 0.17% | 1,963 | 1,963 | — | $57.94万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $57.38万 | 0.17% | 22,391 | -41,354 | -64.9% | -$105.97万 | 减仓 |
| IJK | ISHARES TR | $57.37万 | 0.17% | 5,702 | -55 | -1.0% | -$5,534 | 减仓 |
| IEMG | ISHARES INC | $56.41万 | 0.17% | 8,087 | 697 | 9.4% | $4.86万 | 加仓 |
| CSCO | CISCO SYS INC | $56.28万 | 0.17% | 7,254 | 22 | 0.3% | $1,707 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.66万 | 0.17% | 9,508 | 4,740 | 99.4% | $27.75万 | 加仓 |
| T | AT&T INC | $55.57万 | 0.17% | 19,167 | -1,869 | -8.9% | -$5.42万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $55.09万 | 0.16% | 16,454 | 16,454 | — | $55.09万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.29万 | 0.16% | 10,615 | -1,025 | -8.8% | -$5.15万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $52.32万 | 0.16% | 4,079 | 4,079 | — | $52.32万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $52.19万 | 0.15% | 1,628 | -7 | -0.4% | -$2,244 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.68万 | 0.15% | 1,973 | 1,973 | — | $51.68万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $51.40万 | 0.15% | 20,173 | 4,412 | 28.0% | $11.24万 | 加仓 |
| MTUM | ISHARES TR | $51.20万 | 0.15% | 2,133 | 2,133 | — | $51.20万 | 新建仓 |
| IVW | ISHARES TR | $51.05万 | 0.15% | 4,513 | 58 | 1.3% | $6,561 | 加仓 |
| PYLD | PIMCO ETF TR | $50.81万 | 0.15% | 19,394 | 19,394 | — | $50.81万 | 新建仓 |
| AFL | AFLAC INC | $50.52万 | 0.15% | 4,605 | -114 | -2.4% | -$1.25万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $49.54万 | 0.15% | 5,365 | -262 | -4.7% | -$2.42万 | 减仓 |
| KSS | KOHLS CORP | $49.14万 | 0.15% | 38,092 | 1,139 | 3.1% | $1.47万 | 加仓 |
| ABBV | ABBVIE INC | $49.11万 | 0.15% | 2,258 | -49 | -2.1% | -$1.07万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $48.95万 | 0.15% | 9,727 | 846 | 9.5% | $4.26万 | 加仓 |
| ZECP | ZACKS TRUST | $48.17万 | 0.14% | 14,239 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $47.84万 | 0.14% | 5,297 | -114 | -2.1% | -$1.03万 | 减仓 |
| LLY | ELI LILLY & CO | $47.55万 | 0.14% | 517 | 18 | 3.6% | $1.66万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $47.48万 | 0.14% | 4,896 | -4,446 | -47.6% | -$43.12万 | 减仓 |
| NYF | ISHARES TR | $47.01万 | 0.14% | 8,849 | -16 | -0.2% | -$850 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.94万 | 0.14% | 1,389 | 31 | 2.3% | $1.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $46.93万 | 0.14% | 673 | 27 | 4.2% | $1.88万 | 加仓 |
| BITO | PROSHARES TR | $46.43万 | 0.14% | 49,869 | 11,131 | 28.7% | $10.36万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $45.80万 | 0.14% | 18,870 | -292 | -1.5% | -$7,087 | 减仓 |
| LQD | ISHARES TR | $44.12万 | 0.13% | 4,048 | 36 | 0.9% | $3,923 | 加仓 |
| DE | DEERE & CO | $42.98万 | 0.13% | 763 | 12 | 1.6% | $6,760 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $42.83万 | 0.13% | 3,512 | -4,018 | -53.4% | -$49.00万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $42.47万 | 0.13% | 16,624 | 628 | 3.9% | $1.60万 | 加仓 |
| USFR | WISDOMTREE TR | $42.07万 | 0.12% | 8,358 | -20 | -0.2% | -$1,007 | 减仓 |
| QUS | SPDR SERIES TRUST | $41.95万 | 0.12% | 2,444 | 2,444 | — | $41.95万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $41.49万 | 0.12% | 1,411 | -138 | -8.9% | -$4.06万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $41.46万 | 0.12% | 10,220 | -712 | -6.5% | -$2.89万 | 减仓 |
| IJR | ISHARES TR | $41.43万 | 0.12% | 3,333 | -30 | -0.9% | -$3,729 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $41.38万 | 0.12% | 8,612 | 2,370 | 38.0% | $11.39万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $41.20万 | 0.12% | 4,645 | -7,001 | -60.1% | -$62.10万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $40.70万 | 0.12% | 1,956 | -43 | -2.2% | -$8,948 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.46万 | 0.12% | 1,197 | -222 | -15.6% | -$7.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.33万 | 0.12% | 2,792 | -190 | -6.4% | -$2.74万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.50万 | 0.12% | 7,308 | 760 | 11.6% | $4.11万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $39.42万 | 0.12% | 2,134 | -36 | -1.7% | -$6,649 | 减仓 |
| HD | HOME DEPOT INC | $39.36万 | 0.12% | 1,197 | 53 | 4.6% | $1.74万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $38.76万 | 0.12% | 8,578 | 8,578 | — | $38.76万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $38.67万 | 0.11% | 774 | 2 | 0.3% | $999 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $38.63万 | 0.11% | 20,330 | 20,330 | — | $38.63万 | 新建仓 |
| MUB | ISHARES TR | $37.73万 | 0.11% | 3,555 | 199 | 5.9% | $2.11万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $36.98万 | 0.11% | 2,399 | 2,399 | — | $36.98万 | 新建仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $36.89万 | 0.11% | 30,188 | 7,592 | 33.6% | $9.28万 | 加仓 |