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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $36.67万 | 0.11% | 2,902 | 110 | 3.9% | $1.39万 | 加仓 |
| CTVA | CORTEVA INC | $35.84万 | 0.11% | 4,281 | -21 | -0.5% | -$1,758 | 减仓 |
| UEC | URANIUM ENERGY CORP | $35.22万 | 0.10% | 26,089 | -4,425 | -14.5% | -$5.97万 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $34.97万 | 0.10% | 14,698 | 4,345 | 42.0% | $10.34万 | 加仓 |
| SGOL | ETFS GOLD TR | $34.26万 | 0.10% | 7,678 | 221 | 3.0% | $9,861 | 加仓 |
| CWB | SPDR SERIES TRUST | $34.06万 | 0.10% | 3,722 | 3,722 | — | $34.06万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.55万 | 0.10% | 6,008 | 735 | 13.9% | $4.10万 | 加仓 |
| AMLP | ALPS ETF TR | $33.50万 | 0.10% | 6,365 | -479 | -7.0% | -$2.52万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $33.31万 | 0.10% | 6,668 | -12,630 | -65.4% | -$63.09万 | 减仓 |
| IUSB | ISHARES TR | $32.57万 | 0.10% | 7,052 | 32 | 0.5% | $1,478 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.18万 | 0.10% | 942 | 18 | 1.9% | $6,149 | 加仓 |
| SHYG | ISHARES TR | $31.71万 | 0.09% | 7,495 | 1,810 | 31.8% | $7.66万 | 加仓 |
| APA | APA CORPORATION | $31.33万 | 0.09% | 7,383 | 7,383 | — | $31.33万 | 新建仓 |
| PEP | PEPSICO INC | $30.91万 | 0.09% | 1,990 | 8 | 0.4% | $1,243 | 加仓 |
| INTC | INTEL CORP | $30.44万 | 0.09% | 6,898 | -3,087 | -30.9% | -$13.62万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.36万 | 0.09% | 6,086 | 155 | 2.6% | $7,733 | 加仓 |
| BCI | ABRDN ETFS | $29.76万 | 0.09% | 12,250 | 12,250 | — | $29.76万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $29.68万 | 0.09% | 1,366 | 195 | 16.7% | $4.24万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $29.53万 | 0.09% | 4,886 | -7 | -0.1% | -$423 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $29.41万 | 0.09% | 5,363 | 5,363 | — | $29.41万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $29.38万 | 0.09% | 9,886 | 9,886 | — | $29.38万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $29.13万 | 0.09% | 975 | 975 | — | $29.13万 | 新建仓 |
| MRK | MERCK & CO INC | $28.98万 | 0.09% | 2,409 | -1,375 | -36.3% | -$16.54万 | 减仓 |
| PSX | PHILLIPS 66 | $28.70万 | 0.09% | 1,576 | -59 | -3.6% | -$1.07万 | 减仓 |
| KO | COCA COLA CO | $28.36万 | 0.08% | 3,729 | -2 | -0.1% | -$152 | 减仓 |
| QCOM | QUALCOMM INC | $28.17万 | 0.08% | 2,187 | -76 | -3.4% | -$9,788 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.11万 | 0.08% | 1,700 | 15 | 0.9% | $2,481 | 加仓 |
| EQIX | EQUINIX INC | $28.03万 | 0.08% | 286 | 286 | — | $28.03万 | 新建仓 |
| ADBE | ADOBE INC | $27.29万 | 0.08% | 1,123 | 443 | 65.1% | $10.77万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $27.28万 | 0.08% | 10,488 | 10,488 | — | $27.28万 | 新建仓 |
| SMH | VANECK ETF TRUST | $27.27万 | 0.08% | 711 | -19 | -2.6% | -$7,288 | 减仓 |
| COP | CONOCOPHILLIPS | $26.64万 | 0.08% | 2,018 | 2,018 | — | $26.64万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $26.48万 | 0.08% | 2,381 | -7 | -0.3% | -$778 | 减仓 |
| MCD | MCDONALDS CORP | $26.17万 | 0.08% | 842 | -17 | -2.0% | -$5,283 | 减仓 |
| ENB | ENBRIDGE INC | $25.87万 | 0.08% | 4,778 | -300 | -5.9% | -$1.62万 | 减仓 |
| ONON | ON HLDG AG | $25.86万 | 0.08% | 7,600 | 7,600 | — | $25.86万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $25.83万 | 0.08% | 1,031 | 1,031 | — | $25.83万 | 新建仓 |
| SHEL | SHELL PLC | $25.65万 | 0.08% | 2,758 | 2,758 | — | $25.65万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.10万 | 0.07% | 6,532 | 6,532 | — | $25.10万 | 新建仓 |
| TER | TERADYNE INC | $24.72万 | 0.07% | 834 | 834 | — | $24.72万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.49万 | 0.07% | 13,719 | 420 | 3.2% | $7,497 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $24.48万 | 0.07% | 1,197 | 86 | 7.7% | $1.76万 | 重新持有 |
| XYZ | BLOCK INC | $24.46万 | 0.07% | 4,065 | 439 | 12.1% | $2.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.45万 | 0.07% | 2,381 | -110 | -4.4% | -$1.13万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $24.43万 | 0.07% | 2,110 | -587 | -21.8% | -$6.80万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $24.33万 | 0.07% | 1,939 | -303 | -13.5% | -$3.80万 | 减仓 |
| RTX | RTX CORPORATION | $24.13万 | 0.07% | 1,251 | 100 | 8.7% | $1.93万 | 加仓 |
| SYK | STRYKER CORPORATION | $24.12万 | 0.07% | 734 | -6 | -0.8% | -$1,972 | 减仓 |
| ACWV | ISHARES INC | $24.03万 | 0.07% | 2,011 | 161 | 8.7% | $1.92万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $24.01万 | 0.07% | 3,353 | 3,353 | — | $24.01万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.89万 | 0.07% | 1,727 | 99 | 6.1% | $1.37万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $23.80万 | 0.07% | 5,727 | 275 | 5.0% | $1.14万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $23.68万 | 0.07% | 15,735 | 1,530 | 10.8% | $2.30万 | 加仓 |
| VAW | VANGUARD WORLD FD | $23.55万 | 0.07% | 1,045 | -67 | -6.0% | -$1.51万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.45万 | 0.07% | 3,990 | 3,990 | — | $23.45万 | 新建仓 |
| SNA | SNAP ON INC | $23.39万 | 0.07% | 644 | -2 | -0.3% | -$726 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.18万 | 0.07% | 3,222 | 318 | 11.0% | $2.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $23.14万 | 0.07% | 9,025 | 1,205 | 15.4% | $3.09万 | 加仓 |
| BGS | B & G FOODS INC | $23.12万 | 0.07% | 48,059 | 12,567 | 35.4% | $6.04万 | 加仓 |
| TMUS | T-MOBILE US INC | $23.10万 | 0.07% | 1,100 | -266 | -19.5% | -$5.59万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.02万 | 0.07% | 2,892 | 34 | 1.2% | $2,706 | 加仓 |
| SPYI | NEOS ETF TRUST | $23.02万 | 0.07% | 4,662 | 4,662 | — | $23.02万 | 新建仓 |
| ASML | ASML HLDG NV | $22.90万 | 0.07% | 173 | 173 | — | $22.90万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $22.85万 | 0.07% | 38,934 | 9,508 | 32.3% | $5.58万 | 加仓 |
| GM | GENERAL MTRS CO | $22.81万 | 0.07% | 3,062 | 3,062 | — | $22.81万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $22.41万 | 0.07% | 1,023 | 11 | 1.1% | $2,410 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.36万 | 0.07% | 537 | 2 | 0.4% | $833 | 加仓 |
| TXN | TEXAS INSTRS INC | $22.35万 | 0.07% | 1,151 | 2 | 0.2% | $388 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $22.34万 | 0.07% | 8,396 | 8,396 | — | $22.34万 | 新建仓 |
| — | ZACKS TRUST | $22.07万 | 0.07% | 8,188 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $21.73万 | 0.06% | 511 | -67 | -11.6% | -$2.85万 | 减仓 |
| GPN | GLOBAL PMTS INC | $21.52万 | 0.06% | 3,198 | -202 | -5.9% | -$1.36万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $21.29万 | 0.06% | 4,229 | 18 | 0.4% | $906 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $21.28万 | 0.06% | 3,692 | -36 | -1.0% | -$2,075 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $21.26万 | 0.06% | 2,270 | 64 | 2.9% | $5,994 | 加仓 |
| MBB | ISHARES TR | $20.59万 | 0.06% | 2,169 | 2,169 | — | $20.59万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.54万 | 0.06% | 2,074 | 2,074 | — | $20.54万 | 新建仓 |
| NOW | SERVICENOW INC | $20.44万 | 0.06% | 1,955 | 1,955 | — | $20.44万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $20.38万 | 0.06% | 1,589 | -2,191 | -58.0% | -$28.10万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $20.18万 | 0.06% | 3,973 | -919 | -18.8% | -$4.67万 | 重新持有 |
| WSO | WATSCO INC | $20.12万 | 0.06% | 553 | 553 | — | $20.12万 | 新建仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $20.06万 | 0.06% | 9,667 | -1,096 | -10.2% | -$2.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.01万 | 0.06% | 583 | -48 | -7.6% | -$1.65万 | 减仓 |
| — | COTERRA ENERGY INC | $20.00万 | 0.06% | 5,693 | -7,035 | -55.3% | -$24.72万 | 重新持有 |
| PFFD | GLOBAL X FDS | $19.41万 | 0.06% | 10,551 | 10,551 | — | $19.41万 | 新建仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $16.65万 | 0.05% | 22,322 | 715 | 3.3% | $5,334 | 加仓 |
| MSIF | MSC INCOME FUND INC | $13.96万 | 0.04% | 11,458 | 11,458 | — | $13.96万 | 新建仓 |
| — | TIDAL TRUST II | $12.89万 | 0.04% | 16,468 | 2,157 | 15.1% | $1.69万 | 加仓 |
| SAN | BANCO SANTANDER SA | $12.73万 | 0.04% | 11,287 | 11,287 | — | $12.73万 | 新建仓 |
| F | FORD MTR CO | $12.24万 | 0.04% | 10,605 | 365 | 3.6% | $4,212 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $12.06万 | 0.04% | 23,648 | -27,056 | -53.4% | -$13.80万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $11.76万 | 0.03% | 11,420 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看涨期权 | $6.04万 | 0.02% | 200 | 200 | — | $6.04万 | 新建仓 |
| BTG | B2GOLD CORP | $4.53万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP | $3.10万 | 0.01% | 13,410 | 13,410 | — | $3.10万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.19万 | 0.01% | 15,620 | -50 | -0.3% | -$70 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.01% | 100 | 100 | — | $2.08万 | 新建仓 |
| RTX | RTX CORPORATION 看涨期权 | $1.93万 | 0.01% | 100 | 100 | — | $1.93万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $1.81万 | 0.01% | 13,003 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $4,050 | 0.00% | 300 | 300 | — | $4,050 | 新建仓 |