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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $1,850.34万 | 5.50% | 26,118 | 20 | 0.1% | $1.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,525.84万 | 4.53% | 199,352 | 47,214 | 31.0% | $361.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,264.83万 | 3.76% | 249,917 | 51,511 | 26.0% | $260.70万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $967.45万 | 2.87% | 98,810 | -25,440 | -20.5% | -$249.08万 | 减仓 |
| SLV | ISHARES SILVER TR | $720.77万 | 2.14% | 105,778 | -4,481 | -4.1% | -$30.53万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $611.33万 | 1.82% | 265,184 | 50,959 | 23.8% | $117.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $602.04万 | 1.79% | 29,098 | -3,278 | -10.1% | -$67.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $518.95万 | 1.54% | 73,185 | 4,664 | 6.8% | $33.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $515.76万 | 1.53% | 8,936 | 2,430 | 37.4% | $140.25万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $513.37万 | 1.52% | 90,734 | -61,298 | -40.3% | -$346.82万 | 减仓 |
| AAPL | APPLE INC | $498.63万 | 1.48% | 19,647 | 40 | 0.2% | $1.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $458.39万 | 1.36% | 26,284 | -1,038 | -3.8% | -$18.10万 | 减仓 |
| GLD | SPDR GOLD TR | $437.30万 | 1.30% | 10,163 | 193 | 1.9% | $8.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $415.23万 | 1.23% | 11,217 | 1,398 | 14.2% | $51.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $406.26万 | 1.21% | 6,799 | 223 | 3.4% | $13.32万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $333.72万 | 0.99% | 15,451 | 15,451 | — | $333.72万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $326.29万 | 0.97% | 57,567 | 15,104 | 35.6% | $85.61万 | 加仓 |
| AMZN | AMAZON COM INC | $324.69万 | 0.96% | 15,590 | 430 | 2.8% | $8.96万 | 加仓 |
| FLRT | PACER FDS TR | $315.66万 | 0.94% | 68,163 | -15,219 | -18.3% | -$70.48万 | 减仓 |
| ACWI | ISHARES TR | $302.42万 | 0.90% | 21,856 | -22,739 | -51.0% | -$314.63万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $294.26万 | 0.87% | 64,645 | -30,939 | -32.4% | -$140.83万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $289.32万 | 0.86% | 112,929 | -76,568 | -40.4% | -$196.17万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $280.80万 | 0.83% | 18,960 | 89 | 0.5% | $1.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $276.67万 | 0.82% | 45,163 | 17,834 | 65.3% | $109.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $273.67万 | 0.81% | 6,266 | -262 | -4.0% | -$11.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.33万 | 0.76% | 5,370 | 130 | 2.5% | $6.23万 | 加仓 |
| STIP | ISHARES TR | $256.48万 | 0.76% | 24,797 | 313 | 1.3% | $3.24万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $255.19万 | 0.76% | 17,597 | 6,060 | 52.5% | $87.88万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $238.14万 | 0.71% | 47,240 | -507 | -1.1% | -$2.56万 | 减仓 |
| ILTB | ISHARES TR | $229.51万 | 0.68% | 46,858 | -77,250 | -62.2% | -$378.37万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $228.52万 | 0.68% | 45,879 | 45,879 | — | $228.52万 | 新建仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $226.16万 | 0.67% | 115,504 | 4,714 | 4.3% | $9.23万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $221.95万 | 0.66% | 30,140 | 5,633 | 23.0% | $41.48万 | 加仓 |
| PSFF | PACER FDS TR | $221.46万 | 0.66% | 69,111 | -2,529 | -3.5% | -$8.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.53万 | 0.65% | 15,076 | 1,536 | 11.3% | $22.47万 | 加仓 |
| FLOT | ISHARES TR | $217.77万 | 0.65% | 42,741 | -721 | -1.7% | -$3.67万 | 减仓 |
| BIL | SPDR SERIES TRUST | $211.43万 | 0.63% | 23,071 | -2,307 | -9.1% | -$21.14万 | 减仓 |
| YYY | AMPLIFY ETF TR | $200.99万 | 0.60% | 182,217 | 3,272 | 1.8% | $3.61万 | 加仓 |
| QYLD | GLOBAL X FDS | $195.61万 | 0.58% | 114,056 | 831 | 0.7% | $1.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $188.23万 | 0.56% | 14,164 | 573 | 4.2% | $7.61万 | 加仓 |
| META | META PLATFORMS INC | $184.20万 | 0.55% | 3,220 | 14 | 0.4% | $8,009 | 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 |
| SOXX | ISHARES TR | $179.78万 | 0.53% | 5,470 | 886 | 19.3% | $29.12万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $178.02万 | 0.53% | 38,566 | 38,566 | — | $178.02万 | 新建仓 |
| V | VISA INC | $172.81万 | 0.51% | 5,718 | 37 | 0.7% | $1.12万 | 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 |
| DLN | WISDOMTREE TR | $159.66万 | 0.47% | 17,873 | 2,272 | 14.6% | $20.30万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $156.97万 | 0.47% | 109,924 | 1,301 | 1.2% | $1.86万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $156.07万 | 0.46% | 75,614 | 75,614 | — | $156.07万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $155.54万 | 0.46% | 87,627 | -35,071 | -28.6% | -$62.25万 | 减仓 |
| — | EXXON MOBIL CORP | $150.77万 | 0.45% | 8,887 | -118 | -1.3% | -$2.00万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $149.90万 | 0.45% | 147,391 | -639 | -0.4% | -$6,499 | 减仓 |
| GCOW | PACER FDS TR | $148.14万 | 0.44% | 32,037 | 11,063 | 52.7% | $51.16万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $147.90万 | 0.44% | 24,490 | 3,488 | 16.6% | $21.06万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $146.71万 | 0.44% | 20,064 | 20,064 | — | $146.71万 | 新建仓 |
| GOOG | ALPHABET INC | $145.91万 | 0.43% | 5,086 | -287 | -5.3% | -$8.23万 | 减仓 |
| ITA | ISHARES TR | $145.42万 | 0.43% | 6,648 | -29 | -0.4% | -$6,343 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $144.22万 | 0.43% | 31,593 | 26,755 | 553.0% | $122.14万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.43% | 2 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $143.20万 | 0.43% | 37,273 | 1,797 | 5.1% | $6.90万 | 加仓 |
| TSLA | TESLA INC | $142.26万 | 0.42% | 3,827 | 126 | 3.4% | $4.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $140.89万 | 0.42% | 15,982 | -1,225 | -7.1% | -$10.80万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $138.81万 | 0.41% | 4,593 | 280 | 6.5% | $8.46万 | 加仓 |
| SGOV | ISHARES TR | $138.73万 | 0.41% | 13,782 | 1,260 | 10.1% | $12.68万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $138.05万 | 0.41% | 23,311 | 15,902 | 214.6% | $94.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $133.86万 | 0.40% | 28,536 | 9,390 | 49.0% | $44.05万 | 加仓 |
| SHY | ISHARES TR | $130.44万 | 0.39% | 15,797 | 251 | 1.6% | $2.07万 | 加仓 |
| SNTH | TIDAL TRUST III | $127.43万 | 0.38% | 48,562 | -8,369 | -14.7% | -$21.96万 | 减仓 |
| AGG | ISHARES TR | $125.66万 | 0.37% | 12,658 | 3,168 | 33.4% | $31.45万 | 加仓 |
| DVY | ISHARES TR | $125.22万 | 0.37% | 8,270 | -23 | -0.3% | -$3,483 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $124.36万 | 0.37% | 13,407 | 6,052 | 82.3% | $56.14万 | 加仓 |
| STOT | SSGA ACTIVE TR | $123.42万 | 0.37% | 26,186 | 26,186 | — | $123.42万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $123.29万 | 0.37% | 113,320 | 637 | 0.6% | $6,931 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $119.78万 | 0.36% | 5,041 | -453 | -8.2% | -$10.76万 | 减仓 |
| IVV | ISHARES TR | $118.56万 | 0.35% | 1,815 | 124 | 7.3% | $8.10万 | 加仓 |
| GOOGL | ALPHABET INC | $118.00万 | 0.35% | 4,104 | 91 | 2.3% | $2.62万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $117.61万 | 0.35% | 34,179 | 6,114 | 21.8% | $21.04万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $116.59万 | 0.35% | 27,408 | 27,408 | — | $116.59万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $116.42万 | 0.35% | 2,683 | -7 | -0.3% | -$3,037 | 减仓 |
| LGLV | SPDR SERIES TRUST | $113.59万 | 0.34% | 6,378 | -37 | -0.6% | -$6,590 | 减仓 |
| ET | ENERGY TRANSFER L P | $113.50万 | 0.34% | 58,808 | 1,935 | 3.4% | $3.73万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $111.71万 | 0.33% | 1,535 | -25 | -1.6% | -$1.82万 | 减仓 |
| EFA | ISHARES TR | $111.50万 | 0.33% | 11,480 | 99 | 0.9% | $9,616 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $111.41万 | 0.33% | 13,464 | 17 | 0.1% | $1,407 | 加仓 |
| MO | ALTRIA GROUP INC | $111.05万 | 0.33% | 16,828 | -247 | -1.4% | -$1.63万 | 减仓 |
| CLX | CLOROX CO DEL | $110.66万 | 0.33% | 10,678 | 427 | 4.2% | $4.43万 | 加仓 |
| KR | KROGER CO | $109.78万 | 0.33% | 15,171 | -4,378 | -22.4% | -$31.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $109.35万 | 0.32% | 1,097 | 35 | 3.3% | $3.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $109.16万 | 0.32% | 37,474 | 10,991 | 41.5% | $32.02万 | 加仓 |
| BA | BOEING CO | $108.57万 | 0.32% | 5,455 | 222 | 4.2% | $4.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.87万 | 0.32% | 4,969 | 135 | 2.8% | $2.90万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $105.83万 | 0.31% | 22,478 | 699 | 3.2% | $3.29万 | 加仓 |
| IDEV | ISHARES TR | $104.56万 | 0.31% | 12,512 | 1,314 | 11.7% | $10.98万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $100.61万 | 0.30% | 18,213 | 3,839 | 26.7% | $21.21万 | 加仓 |
| CME | CME GROUP INC | $100.15万 | 0.30% | 3,391 | 4 | 0.1% | $1,181 | 加仓 |
| ARCC | ARES CAPITAL CORP | $100.00万 | 0.30% | 55,495 | 2,254 | 4.2% | $4.06万 | 加仓 |
| — | HONEYWELL INTL INC | $99.30万 | 0.29% | 4,393 | 84 | 1.9% | $1.90万 | 加仓 |
| HACK | AMPLIFY ETF TR | $95.57万 | 0.28% | 12,727 | 193 | 1.5% | $1.45万 | 加仓 |
| IDV | ISHARES TR | $95.37万 | 0.28% | 22,408 | 300 | 1.4% | $1.28万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $92.13万 | 0.27% | 20,226 | 15,369 | 316.4% | $70.01万 | 加仓 |