Integrated Advisors Network LLC
- SEC CIK
- 0001660177
- 最新申報
- 2026/8/11
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 655
- 較 2021 年第 4 季 +36
- 總值
- $17.1 億
- 較 2021 年第 4 季 +$1,006 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 130,894 | $5,939 萬 | 3.5% | −5,598−4.1% | 減碼 | – |
| AGNTAGNT, Inc. | COM | 2,217,596 | $4,695 萬 | 2.8% | −92,774−4.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 249,937 | $4,364 萬 | 2.6% | +24,173+10.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 400,390 | $3,159 萬 | 1.9% | −38,746−8.8% | 減碼 | – |
| ProShares Ultrashort S&P 50074347G416 | ETF | 835,759 | $3,132 萬 | 1.8% | +835,759 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,218 | $2,509 萬 | 1.5% | +2,925+4.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,636 | $2,489 萬 | 1.5% | +854+12.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 80,321 | $2,476 萬 | 1.5% | −3,393−4.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 90,543 | $2,430 萬 | 1.4% | +15,415+20.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,771 | $2,429 萬 | 1.4% | +7,821+17.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 287,119 | $2,195 萬 | 1.3% | +71,708+33.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,272 | $2,023 萬 | 1.2% | +830+12.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 66,764 | $1,822 萬 | 1.1% | +4,570+7.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 110,258 | $1,788 萬 | 1.0% | −23,359−17.5% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 161,071 | $1,685 萬 | 1.0% | +4,106+2.6% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 1,173,107 | $1,653 萬 | 1.0% | +350,109+42.5% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 217,687 | $1,621 萬 | 1.0% | +213,245+4,800.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 253,197 | $1,555 萬 | 0.9% | +20,900+9.0% | 加碼 | – |
| AVOMission Produce, Inc. | COM | 1,224,040 | $1,548 萬 | 0.9% | +400.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 135,841 | $1,489 萬 | 0.9% | −98,815−42.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 13,728 | $1,479 萬 | 0.9% | +738+5.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 137,113 | $1,469 萬 | 0.9% | +61,616+81.6% | 加碼 | – |
| CATCaterpillar Inc | Stock | 65,200 | $1,453 萬 | 0.9% | +1,511+2.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 34,409 | $1,429 萬 | 0.8% | −25,916−43.0% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 185,319 | $1,323 萬 | 0.8% | +319+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 78,462 | $1,272 萬 | 0.7% | +2,108+2.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 111,622 | $1,253 萬 | 0.7% | −73,921−39.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 85,817 | $1,170 萬 | 0.7% | +2,133+2.5% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 113,823 | $1,160 萬 | 0.7% | −9,198−7.5% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 171,041 | $1,157 萬 | 0.7% | +153,270+862.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 63,579 | $1,127 萬 | 0.7% | +12,011+23.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 68,971 | $1,123 萬 | 0.7% | +332+0.5% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 374,432 | $1,033 萬 | 0.6% | +12,990+3.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 201,737 | $1,022 萬 | 0.6% | −171−0.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 15,888 | $1,001 萬 | 0.6% | +12,937+438.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 192,186 | $994.0 萬 | 0.6% | −901−0.5% | 減碼 | – |
| DNMRDanimer Scientific, Inc. | COM CL A | 1,673,560 | $980.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 522,600 | $921.9 萬 | 0.5% | +273,817+110.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 57,744 | $917.7 萬 | 0.5% | +13,501+30.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 82,236 | $887.2 萬 | 0.5% | +6,035+7.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 62,020 | $849.6 萬 | 0.5% | +14,748+31.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 107,932 | $840.8 萬 | 0.5% | −8,812−7.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 66,117 | $823.6 萬 | 0.5% | −3,955−5.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 27,507 | $823.4 萬 | 0.5% | −6,782−19.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,124 | $817.0 萬 | 0.5% | −80−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 109,747 | $801.5 萬 | 0.5% | +16,776+18.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 172,622 | $796.3 萬 | 0.5% | +54,282+45.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 96,134 | $794.0 萬 | 0.5% | +53,742+126.8% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 21,527 | $764.7 萬 | 0.4% | −2,830−11.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 21,337 | $753.0 萬 | 0.4% | +2,827+15.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,637 | $752.2 萬 | 0.4% | +29,375+239.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,804 | $744.2 萬 | 0.4% | +903+3.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 153,141 | $735.5 萬 | 0.4% | +34,252+28.8% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 188,311 | $721.2 萬 | 0.4% | +140,403+293.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 31,012 | $706.1 萬 | 0.4% | −39,163−55.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 103,188 | $692.3 萬 | 0.4% | +5,070+5.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 31,467 | $674.8 萬 | 0.4% | +1,133+3.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 173,159 | $663.5 萬 | 0.4% | −52,053−23.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 26,117 | $653.1 萬 | 0.4% | +1,627+6.6% | 加碼 | – |
| MAMastercard Inc | Stock | 18,242 | $651.9 萬 | 0.4% | +3,881+27.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 77,857 | $648.9 萬 | 0.4% | −5,132−6.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 28,500 | $633.7 萬 | 0.4% | +66+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 124,200 | $632.7 萬 | 0.4% | +73,847+146.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 30,786 | $631.9 萬 | 0.4% | +8,102+35.7% | 加碼 | – |
| RTXRTX Corp | Stock | 62,810 | $622.3 萬 | 0.4% | +1,817+3.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 98,014 | $607.7 萬 | 0.4% | +71,598+271.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 13,496 | $595.7 萬 | 0.3% | +251+1.9% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 56,853 | $576.2 萬 | 0.3% | +10,590+22.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,886 | $575.3 萬 | 0.3% | +5,310+7.4% | 加碼依 2 比 1 拆股換算 | – |
| OKEONEOK Inc | COM | 81,223 | $573.6 萬 | 0.3% | +69,231+577.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 80,680 | $560.8 萬 | 0.3% | −1,830−2.2% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 121,716 | $547.2 萬 | 0.3% | +93,246+327.5% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 35,533 | $543.0 萬 | 0.3% | +1,263+3.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,214 | $520.9 萬 | 0.3% | −6,896−40.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 70,758 | $520.8 萬 | 0.3% | −9,455−11.8% | 減碼 | – |
| CMCSAComcast Corp | Stock | 110,279 | $516.3 萬 | 0.3% | +18,203+19.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 77,250 | $512.4 萬 | 0.3% | +1,806+2.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 20,712 | $512.2 萬 | 0.3% | +1,962+10.5% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 47,240 | $511.2 萬 | 0.3% | +1,126+2.4% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 301,394 | $503.6 萬 | 0.3% | +301,394 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 105,215 | $498.3 萬 | 0.3% | +8,657+9.0% | 加碼依 2 比 1 拆股換算 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 194,405 | $485.1 萬 | 0.3% | +10,795+5.9% | 加碼 | – |
| ACNAccenture plc | Stock | 14,323 | $483.0 萬 | 0.3% | +8,013+127.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 61,516 | $480.4 萬 | 0.3% | +1,655+2.8% | 加碼 | – |
| USALiberty All Star Equity Fund | SH BEN INT | 590,540 | $477.1 萬 | 0.3% | +23,451+4.1% | 加碼 | 歷史 |
| TRUPTrupanion, Inc. | COM | 52,903 | $471.5 萬 | 0.3% | −193−0.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 125,382 | $462.8 萬 | 0.3% | +37,309+42.4% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 38,771 | $462.2 萬 | 0.3% | +38,771 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,010 | $461.2 萬 | 0.3% | +3,488+77.1% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 63,799 | $460.4 萬 | 0.3% | +63,799 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 82,547 | $460.3 萬 | 0.3% | −48,258−36.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,109 | $454.5 萬 | 0.3% | +1,710+9.8% | 加碼 | – |
| SHELShell plc | ADR | 81,352 | $446.8 萬 | 0.3% | +81,352 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,573 | $439.3 萬 | 0.3% | −122−7.2% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 25,788 | $435.2 萬 | 0.3% | −243−0.9% | 減碼 | – |
| DISWalt Disney Co | Stock | 31,571 | $433.0 萬 | 0.3% | +12,550+66.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 21,101 | $432.8 萬 | 0.3% | +19,644+1,348.2% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 43,190 | $431.1 萬 | 0.3% | −2,097−4.6% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 21,598 | $430.7 萬 | 0.3% | +4,944+29.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 80,163 | $428.2 萬 | 0.3% | +25,373+46.3% | 加碼 | – |
2021 年第 4 季之後清倉（61 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G474 | FALN ANGLS USD | 600,664 | $1,800 萬 | 1.1% | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 287,360 | $494.5 萬 | 0.3% | – |
| CFCF Industries Holdings, Inc. | COM | 64,818 | $458.8 萬 | 0.3% | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 103,828 | $341.7 萬 | 0.2% | – |
| CFGCitizens Financial Group Inc | COM | 70,393 | $332.6 萬 | 0.2% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 58,300 | $325.5 萬 | 0.2% | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 36,284 | $305.0 萬 | 0.2% | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 91,023 | $163.2 萬 | 0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 92,316 | $148.7 萬 | 0.1% | 歷史 |
| HUMHumana Inc | Stock | 2,671 | $123.9 萬 | 0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 2,585 | $111.2 萬 | 0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,762 | $106.1 萬 | 0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 10,549 | $105.9 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 6,226 | $105.6 萬 | 0.1% | 歷史 |
| PHMPultegroup Inc | COM | 17,535 | $100.2 萬 | 0.1% | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 5,909 | $99.8 萬 | 0.1% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 9,084 | $97.9 萬 | 0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 6,375 | $97.3 萬 | 0.1% | – |
| TOLToll Brothers, Inc. | COM | 12,454 | $90.2 萬 | 0.1% | 歷史 |
| KBHKB Home | COM | 20,015 | $89.5 萬 | 0.1% | 歷史 |
| HIHillenbrand, Inc. | COM | 17,084 | $88.8 萬 | 0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,824 | $87.2 萬 | 0.1% | – |
| SNOWSnowflake Inc. | Stock | 2,544 | $86.2 萬 | 0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 1,472 | $83.1 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 9,818 | $81.4 萬 | <0.1% | – |
| BLMNBloomin' Brands, Inc. | COM | 37,574 | $78.8 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,919 | $43.3 萬 | <0.1% | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 6,440 | $39.4 萬 | <0.1% | – |
| SYFSynchrony Financial | COM | 8,003 | $37.1 萬 | <0.1% | 歷史 |
| OMCLOmnicell, Inc. | COM | 2,026 | $36.6 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,330 | $36.3 萬 | <0.1% | 歷史 |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 12,979 | $34.4 萬 | <0.1% | – |
| VanEck ETF Trust92189F684 | RETAIL ETF | 1,739 | $33.9 萬 | <0.1% | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 5,063 | $33.9 萬 | <0.1% | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 15,430 | $32.8 萬 | <0.1% | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 12,800 | $32.1 萬 | <0.1% | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 5,764 | $29.2 萬 | <0.1% | – |
| PTCPTC Inc. | Stock | 2,326 | $28.2 萬 | <0.1% | 歷史 |
| GTLSChart Industries Inc | COM | 1,744 | $27.8 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 22,300 | $27.8 萬 | <0.1% | – |
| PLXPPLx Pharma Winddown Corp. | COM | 34,210 | $27.4 萬 | <0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 8,102 | $27.1 萬 | <0.1% | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 10,445 | $27.0 萬 | <0.1% | 歷史 |
| iShares U S ETF Tr46431W580 | INFLATION HEDG | 8,766 | $26.8 萬 | <0.1% | – |
| HCATHealth Catalyst, Inc. | COM | 6,771 | $26.8 萬 | <0.1% | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 10,060 | $26.1 萬 | <0.1% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 11,701 | $23.1 萬 | <0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 3,110 | $22.0 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 7,333 | $21.7 萬 | <0.1% | – |
| BLDRBuilders FirstSource, Inc. | Stock | 2,521 | $21.6 萬 | <0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 1,519 | $21.1 萬 | <0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 5,043 | $20.8 萬 | <0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 3,908 | $20.4 萬 | <0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 2,370 | $20.2 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,860 | $20.2 萬 | <0.1% | 歷史 |
| ASGLiberty All Star Growth Fund Inc. | COM | 13,530 | $12.2 萬 | <0.1% | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 11,000 | $7.20 萬 | <0.1% | 歷史 |
| DNNDenison Mines Corp. | COM | 40,000 | $5.50 萬 | <0.1% | 歷史 |
| NXENexGen Energy Ltd. | COM | 12,000 | $5.20 萬 | <0.1% | 歷史 |
| CUENCuentas Inc. | COM NEW | 24,888 | $3.30 萬 | <0.1% | 歷史 |
| Emx Rty Corp26873J107 | COM | 10,000 | $2.30 萬 | <0.1% | – |