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 |
|---|---|---|---|---|---|---|---|---|
| BTG | B2GOLD CORP 看涨期权 | $2,718 | 0.00% | 600 | 600 | — | $2,718 | 新建仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -15,514 | -100.0% | -$192.29万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -78,747 | -100.0% | -$165.37万 | 清仓 |
| AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | -34,840 | -100.0% | -$153.47万 | 清仓 |
| JSML | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -13,647 | -100.0% | -$100.39万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,908 | -100.0% | -$65.92万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,309 | -100.0% | -$65.21万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -6,559 | -100.0% | -$64.61万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,561 | -100.0% | -$62.77万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -4,554 | -100.0% | -$55.38万 | 清仓 |
| — | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -25,573 | -100.0% | -$53.84万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -4,380 | -100.0% | -$49.55万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -9,250 | -100.0% | -$48.82万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -5,562 | -100.0% | -$48.48万 | 清仓 |
| BCX | BLACKROCK RES & COMMODITIES | $0 | 0.00% | 0 | -43,735 | -100.0% | -$48.02万 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,598 | -100.0% | -$41.53万 | 清仓 |
| — | XAI MADISON EQUITY PREMIUM I | $0 | 0.00% | 0 | -63,039 | -100.0% | -$37.82万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -4,908 | -100.0% | -$37.75万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,217 | -100.0% | -$37.63万 | 清仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -11,197 | -100.0% | -$36.33万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,444 | -100.0% | -$32.43万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -20,966 | -100.0% | -$31.05万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,969 | -100.0% | -$29.44万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -504 | -100.0% | -$28.31万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,298 | -100.0% | -$27.38万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,694 | -100.0% | -$26.52万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -392 | -100.0% | -$26.41万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -4,355 | -100.0% | -$24.21万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,808 | -100.0% | -$24.04万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -915 | -100.0% | -$23.67万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,347 | -100.0% | -$22.80万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,412 | -100.0% | -$22.32万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,587 | -100.0% | -$21.27万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,147 | -100.0% | -$21.14万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,597 | -100.0% | -$21.06万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -8,158 | -100.0% | -$20.76万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -928 | -100.0% | -$20.72万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -306 | -100.0% | -$20.27万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,105 | -100.0% | -$20.18万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -818 | -100.0% | -$20.15万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -11,944 | -100.0% | -$16.89万 | 清仓 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1,018 | 清仓 |