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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 48,721 | $134.9 萬 | 0.1% | +5,605+13.0% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,740 | $135.8 萬 | 0.1% | +4,435+60.7% | 加碼 | 歷史 |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 21,541 | $136.0 萬 | 0.1% | +21,541 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 37,132 | $136.3 萬 | 0.1% | −561−1.5% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 26,157 | $136.7 萬 | 0.1% | +6,767+34.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,807 | $137.7 萬 | 0.1% | +349+14.2% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,082 | $138.1 萬 | 0.1% | +11,517+134.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 10,690 | $139.0 萬 | 0.1% | +2,609+32.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 12,130 | $139.1 萬 | 0.1% | +1,634+15.6% | 加碼 | – |
| DEDeere & Co | Stock | 3,367 | $139.9 萬 | 0.1% | +76+2.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 8,721 | $140.8 萬 | 0.1% | +4,634+113.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 15,209 | $142.9 萬 | 0.1% | +4,075+36.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,945 | $143.8 萬 | 0.1% | +12,945 | 新進 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 73,400 | $143.9 萬 | 0.1% | +73,400 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,897 | $144.9 萬 | 0.1% | −4,841−71.8% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 19,986 | $144.9 萬 | 0.1% | +977+5.1% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,852 | $146.1 萬 | 0.1% | −4,421−28.9% | 減碼 | – |
| DHRDanaher Corp | Stock | 5,020 | $147.2 萬 | 0.1% | +391+8.4% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 15,703 | $148.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 14,863 | $152.1 萬 | 0.1% | −13,119−46.9% | 減碼 | – |
| AGFirst Majestic Silver Corp | COM | 117,652 | $154.8 萬 | 0.1% | −26,328−18.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 32,602 | $155.1 萬 | 0.1% | +4,176+14.7% | 加碼 | – |
| NEENextera Energy Inc | Stock | 18,541 | $157.1 萬 | 0.1% | +1,239+7.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 72,842 | $159.0 萬 | 0.1% | +7,751+11.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 67,084 | $159.5 萬 | 0.1% | +54,491+432.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 97,192 | $160.9 萬 | 0.1% | +2,572+2.7% | 加碼 | – |
| TAT&T Inc. | Stock | 68,390 | $161.6 萬 | 0.1% | +7,280+11.9% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 21,448 | $162.8 萬 | 0.1% | +10,925+103.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,776 | $166.1 萬 | 0.1% | +282+5.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,448 | $166.4 萬 | 0.1% | −22,793−51.5% | 減碼 | – |
| XYZBlock, Inc. | CL A | 12,287 | $166.6 萬 | 0.1% | +3,541+40.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 17,129 | $168.0 萬 | 0.1% | +8,210+92.1% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,190 | $170.0 萬 | 0.1% | −272−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 34,636 | $171.7 萬 | 0.1% | −10,674−23.6% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 9,425 | $172.9 萬 | 0.1% | −15,614−62.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 17,411 | $174.1 萬 | 0.1% | +5,393+44.9% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 23,012 | $174.6 萬 | 0.1% | −130−0.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,280 | $177.9 萬 | 0.1% | +5,624+99.4% | 加碼 | – |
| SONYSony Group Corp | SPONSORED ADR | 17,596 | $180.7 萬 | 0.1% | +15,445+718.0% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 47,036 | $180.9 萬 | 0.1% | +12,308+35.4% | 加碼依 1 比 2 拆股換算 | 歷史 |
| TSCOTractor Supply Co | COM | 7,829 | $182.7 萬 | 0.1% | +7,829 | 新進 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 17,345 | $183.3 萬 | 0.1% | +375+2.2% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 34,008 | $183.5 萬 | 0.1% | +1,339+4.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 22,429 | $184.0 萬 | 0.1% | +3,195+16.6% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 31,957 | $184.0 萬 | 0.1% | +13,902+77.0% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 31,476 | $184.0 萬 | 0.1% | +580+1.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 86,872 | $184.3 萬 | 0.1% | +2,195+2.6% | 加碼 | – |
| Tidal Trust I886364645 | SONICSHARES GBL | 53,387 | $184.5 萬 | 0.1% | +53,387 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 40,510 | $185.4 萬 | 0.1% | +8,037+24.7% | 加碼 | – |
| NFGCNew Found Gold Corp. | COM | 304,090 | $186.1 萬 | 0.1% | +26,150+9.4% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,369 | $186.2 萬 | 0.1% | −524−8.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 12,539 | $187.0 萬 | 0.1% | +5,509+78.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 6,562 | $187.2 萬 | 0.1% | +363+5.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,591 | $188.8 萬 | 0.1% | −10,195−60.7% | 減碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 26,339 | $189.4 萬 | 0.1% | −27,314−50.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,928 | $189.7 萬 | 0.1% | −637−6.7% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 58,365 | $190.9 萬 | 0.1% | +51,800+789.0% | 加碼 | – |
| RMORomeo Power, Inc. | COM | 1,303,748 | $194.3 萬 | 0.1% | −2,000−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 39,751 | $194.6 萬 | 0.1% | −6,707−14.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 8,777 | $195.6 萬 | 0.1% | −352−3.9% | 減碼 | – |
| INTCIntel Corp | Stock | 39,585 | $196.2 萬 | 0.1% | −905−2.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,329 | $196.6 萬 | 0.1% | −269−7.5% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 39,821 | $198.0 萬 | 0.1% | +7,994+25.1% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 34,718 | $210.8 萬 | 0.1% | +2,918+9.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 35,551 | $212.4 萬 | 0.1% | −2,029−5.4% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 93,155 | $212.6 萬 | 0.1% | −2,346−2.5% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 19,351 | $213.3 萬 | 0.1% | +8,610+80.2% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 20,255 | $215.5 萬 | 0.1% | +9,105+81.7% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 58,826 | $216.7 萬 | 0.1% | +22,468+61.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,105 | $216.7 萬 | 0.1% | +1,735+12.1% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 28,610 | $217.1 萬 | 0.1% | −176,948−86.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 23,933 | $217.7 萬 | 0.1% | +2,535+11.8% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 35,819 | $218.4 萬 | 0.1% | +4,427+14.1% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 33,356 | $219.0 萬 | 0.1% | −2,816−7.8% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,156 | $219.8 萬 | 0.1% | −55,998−70.7% | 減碼 | – |
| DDominion Energy, Inc | Stock | 25,973 | $220.7 萬 | 0.1% | −1,509−5.5% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,219 | $222.3 萬 | 0.1% | −186−0.7% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 33,448 | $222.7 萬 | 0.1% | +2,976+9.8% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 80,084 | $223.3 萬 | 0.1% | +80,084 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 9,077 | $227.5 萬 | 0.1% | +4,085+81.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,353 | $228.6 萬 | 0.1% | +654+4.4% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 48,131 | $238.6 萬 | 0.1% | +48,131 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 23,883 | $241.1 萬 | 0.1% | +11,336+90.3% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 13,267 | $249.3 萬 | 0.1% | +7,742+140.1% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,631 | $252.7 萬 | 0.1% | 00.0% | 不變 | – |
| CHGGChegg, Inc | COM | 69,702 | $252.9 萬 | 0.1% | +62+0.1% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 21,805 | $263.7 萬 | 0.2% | −10,636−32.8% | 減碼 | – |
| MGAMagna International Inc | COM | 41,584 | $267.4 萬 | 0.2% | +2,340+6.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 29,365 | $268.5 萬 | 0.2% | −1,972−6.3% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 141,392 | $268.9 萬 | 0.2% | +90,742+179.2% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 53,565 | $270.6 萬 | 0.2% | +53,565 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 36,542 | $273.0 萬 | 0.2% | +8,499+30.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 28,179 | $275.4 萬 | 0.2% | +7,118+33.8% | 加碼 | – |
| BWABorgwarner Inc | COM | 72,704 | $282.8 萬 | 0.2% | +3,629+5.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 24,022 | $284.3 萬 | 0.2% | −5,971−19.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 34,765 | $284.7 萬 | 0.2% | +955+2.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 33,243 | $286.0 萬 | 0.2% | +225+0.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 28,508 | $288.5 萬 | 0.2% | +15,941+126.8% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 15,669 | $289.9 萬 | 0.2% | −17,194−52.3% | 減碼 | – |
| MSMorgan Stanley | Stock | 33,193 | $290.1 萬 | 0.2% | +8,186+32.7% | 加碼 | 歷史 |
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% | – |