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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $2,822.53万 | 7.18% | 26,505 | 387 | 1.5% | $41.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,725.16万 | 4.39% | 196,308 | -3,044 | -1.5% | -$26.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,227.01万 | 3.12% | 242,635 | -7,282 | -2.9% | -$36.83万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,161.45万 | 2.95% | 97,609 | -1,201 | -1.2% | -$14.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $728.77万 | 1.85% | 9,896 | 960 | 10.7% | $70.70万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $666.91万 | 1.70% | 279,963 | 14,779 | 5.6% | $35.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $616.24万 | 1.57% | 75,206 | 2,021 | 2.8% | $16.56万 | 加仓 |
| AAPL | APPLE INC | $574.11万 | 1.46% | 19,841 | 194 | 1.0% | $5.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $559.99万 | 1.42% | 27,987 | 1,703 | 6.5% | $34.08万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $539.03万 | 1.37% | 88,671 | -2,063 | -2.3% | -$12.54万 | 减仓 |
| SLV | ISHARES SILVER TR | $516.63万 | 1.31% | 96,621 | -9,157 | -8.7% | -$48.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $490.20万 | 1.25% | 7,137 | 338 | 5.0% | $23.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $467.32万 | 1.19% | 28,193 | -905 | -3.1% | -$15.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $460.58万 | 1.17% | 12,347 | 1,130 | 10.1% | $42.15万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $408.59万 | 1.04% | 12,208 | -3,243 | -21.0% | -$108.54万 | 减仓 |
| GLD | SPDR GOLD TR | $384.23万 | 0.98% | 10,430 | 267 | 2.6% | $9.84万 | 加仓 |
| AMZN | AMAZON COM INC | $378.58万 | 0.96% | 15,884 | 294 | 1.9% | $7.01万 | 加仓 |
| ACWI | ISHARES TR | $355.36万 | 0.90% | 22,638 | 782 | 3.6% | $12.28万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $344.60万 | 0.88% | 72,228 | 7,583 | 11.7% | $36.18万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $343.45万 | 0.87% | 60,810 | 3,243 | 5.6% | $18.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $338.72万 | 0.86% | 39,322 | 1,726 | 4.6% | $14.87万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $320.60万 | 0.82% | 18,843 | 1,246 | 7.1% | $21.20万 | 加仓 |
| FLRT | PACER FDS TR | $302.85万 | 0.77% | 64,947 | -3,216 | -4.7% | -$15.00万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $295.78万 | 0.75% | 18,717 | -243 | -1.3% | -$3.84万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $291.16万 | 0.74% | 114,092 | 1,163 | 1.0% | $2.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $289.86万 | 0.74% | 15,214 | 1,050 | 7.4% | $20.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $287.48万 | 0.73% | 54,130 | 8,967 | 19.9% | $47.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $279.52万 | 0.71% | 5,586 | 216 | 4.0% | $10.81万 | 加仓 |
| STIP | ISHARES TR | $261.20万 | 0.66% | 25,568 | 771 | 3.1% | $7.88万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $251.17万 | 0.64% | 45,593 | -1,647 | -3.5% | -$9.07万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $240.12万 | 0.61% | 48,237 | 2,358 | 5.1% | $11.74万 | 加仓 |
| PSFF | PACER FDS TR | $236.35万 | 0.60% | 68,887 | -224 | -0.3% | -$7,685 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $235.24万 | 0.60% | 32,045 | 1,905 | 6.3% | $13.98万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $232.64万 | 0.59% | 97,115 | 97,115 | — | $232.64万 | 新建仓 |
| ILTB | ISHARES TR | $232.40万 | 0.59% | 47,187 | 329 | 0.7% | $1.62万 | 加仓 |
| YYY | AMPLIFY ETF TR | $216.67万 | 0.55% | 187,920 | 5,703 | 3.1% | $6.58万 | 加仓 |
| BIL | SPDR SERIES TRUST | $209.85万 | 0.53% | 22,900 | -171 | -0.7% | -$1.57万 | 减仓 |
| SOXX | ISHARES TR | $208.22万 | 0.53% | 3,250 | -2,220 | -40.6% | -$142.23万 | 减仓 |
| V | VISA INC | $207.68万 | 0.53% | 6,053 | 335 | 5.9% | $11.49万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $204.83万 | 0.52% | 79,950 | 79,950 | — | $204.83万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $201.30万 | 0.51% | 27,935 | 3,445 | 14.1% | $24.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $199.18万 | 0.51% | 2,667 | -116 | -4.2% | -$8.66万 | 减仓 |
| QYLD | GLOBAL X FDS | $197.21万 | 0.50% | 107,004 | -7,052 | -6.2% | -$13.00万 | 减仓 |
| META | META PLATFORMS INC | $195.14万 | 0.50% | 3,464 | 244 | 7.6% | $13.75万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $187.17万 | 0.48% | 40,733 | 2,167 | 5.6% | $9.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.14万 | 0.48% | 16,040 | 964 | 6.4% | $11.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $185.40万 | 0.47% | 5,070 | 477 | 10.4% | $17.44万 | 加仓 |
| DLN | WISDOMTREE TR | $183.54万 | 0.47% | 19,055 | 1,182 | 6.6% | $11.39万 | 加仓 |
| IVV | ISHARES TR | $182.37万 | 0.46% | 2,435 | 620 | 34.2% | $46.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $179.60万 | 0.46% | 49,164 | 1,253 | 2.6% | $4.58万 | 加仓 |
| TSLA | TESLA INC | $178.68万 | 0.45% | 4,248 | 421 | 11.0% | $17.71万 | 加仓 |
| GOOG | ALPHABET INC | $178.11万 | 0.45% | 5,041 | -45 | -0.9% | -$1.59万 | 减仓 |
| AGG | ISHARES TR | $174.81万 | 0.44% | 17,661 | 5,003 | 39.5% | $49.52万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $174.73万 | 0.44% | 90,488 | -25,016 | -21.7% | -$48.31万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $169.42万 | 0.43% | 81,964 | 6,350 | 8.4% | $13.13万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $169.11万 | 0.43% | 38,019 | 746 | 2.0% | $3.32万 | 加仓 |
| GOOGL | ALPHABET INC | $166.14万 | 0.42% | 4,649 | 545 | 13.3% | $19.48万 | 加仓 |
| FLOT | ISHARES TR | $164.89万 | 0.42% | 32,300 | -10,441 | -24.4% | -$53.30万 | 减仓 |
| ITA | ISHARES TR | $162.06万 | 0.41% | 6,685 | 37 | 0.6% | $8,970 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $157.37万 | 0.40% | 88,014 | 387 | 0.4% | $6,920 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $156.97万 | 0.40% | 152,398 | 5,007 | 3.4% | $5.16万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $155.19万 | 0.39% | 29,970 | 1,434 | 5.0% | $7.43万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $154.89万 | 0.39% | 111,995 | 2,071 | 1.9% | $2.86万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $154.28万 | 0.39% | 19,759 | -305 | -1.5% | -$2.38万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $152.60万 | 0.39% | 30,283 | -1,310 | -4.1% | -$6.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.38% | 2 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $149.59万 | 0.38% | 22,142 | -1,169 | -5.0% | -$7.90万 | 减仓 |
| SNTH | TIDAL TRUST III | $147.90万 | 0.38% | 49,749 | 1,187 | 2.4% | $3.53万 | 加仓 |
| SGOV | ISHARES TR | $142.09万 | 0.36% | 14,115 | 333 | 2.4% | $3.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $140.97万 | 0.36% | 2,427 | -565 | -18.9% | -$32.82万 | 减仓 |
| — | EXXON MOBIL CORP | $139.48万 | 0.35% | 10,202 | 1,315 | 14.8% | $17.98万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $139.05万 | 0.35% | 28,215 | 807 | 2.9% | $3.98万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $138.82万 | 0.35% | 4,582 | -459 | -9.1% | -$13.91万 | 减仓 |
| SHY | ISHARES TR | $134.66万 | 0.34% | 16,400 | 603 | 3.8% | $4.95万 | 加仓 |
| IDEV | ISHARES TR | $134.53万 | 0.34% | 15,114 | 2,602 | 20.8% | $23.16万 | 加仓 |
| STOT | SSGA ACTIVE TR | $133.98万 | 0.34% | 28,469 | 2,283 | 8.7% | $10.74万 | 加仓 |
| HACK | AMPLIFY ETF TR | $133.90万 | 0.34% | 12,761 | 34 | 0.3% | $3,568 | 加仓 |
| DVY | ISHARES TR | $129.27万 | 0.33% | 8,271 | 1 | 0.0% | $156 | 加仓 |
| ARCC | ARES CAPITAL CORP | $127.96万 | 0.33% | 69,058 | 13,563 | 24.4% | $25.13万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $127.69万 | 0.32% | 13,596 | 189 | 1.4% | $1.78万 | 加仓 |
| MO | ALTRIA GROUP INC | $126.94万 | 0.32% | 17,642 | 814 | 4.8% | $5.86万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $126.43万 | 0.32% | 3,236 | -194 | -5.7% | -$7.58万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $126.19万 | 0.32% | 22,474 | 2,248 | 11.1% | $12.62万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $124.21万 | 0.32% | 114,587 | 1,267 | 1.1% | $1.37万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $123.86万 | 0.31% | 32,630 | -1,549 | -4.5% | -$5.88万 | 减仓 |
| EFA | ISHARES TR | $121.02万 | 0.31% | 11,650 | 170 | 1.5% | $1.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $120.68万 | 0.31% | 35,662 | -1,812 | -4.8% | -$6.13万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $119.67万 | 0.30% | 8,981 | 1,063 | 13.4% | $14.16万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $119.27万 | 0.30% | 5,040 | 71 | 1.4% | $1.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $117.84万 | 0.30% | 15,606 | -376 | -2.4% | -$2.84万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $117.20万 | 0.30% | 19,440 | 1,227 | 6.7% | $7.40万 | 加仓 |
| ET | ENERGY TRANSFER L P | $116.53万 | 0.30% | 60,946 | 2,138 | 3.6% | $4.09万 | 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 |
| CLX | CLOROX CO DEL | $115.62万 | 0.29% | 12,115 | 1,437 | 13.5% | $13.71万 | 加仓 |
| GCOW | PACER FDS TR | $115.50万 | 0.29% | 26,675 | -5,362 | -16.7% | -$23.22万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $115.45万 | 0.29% | 6,362 | -16 | -0.3% | -$2,903 | 减仓 |
| AVGO | BROADCOM INC | $115.37万 | 0.29% | 3,054 | 473 | 18.3% | $17.87万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $112.42万 | 0.29% | 13,602 | 138 | 1.0% | $1.14万 | 加仓 |
| BA | BOEING CO | $111.53万 | 0.28% | 5,152 | -303 | -5.6% | -$6.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $111.30万 | 0.28% | 15,621 | 1,906 | 13.9% | $13.58万 | 加仓 |