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Integrated Advisors Network LLC

SEC CIK
0001660177
最新申報
2026/8/11

2022 年第 3 季持倉

持倉截至 2022/9/30,2022/11/8 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
636
較 2022 年第 2 季 −20
總值
$14.7 億
較 2022 年第 2 季 −$6,512 萬 (−4.2%)
申報日
2022/11/8
SEC
Integrated Advisors Network LLC 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ProShares Tr74347B425SHORT S&P 500 NE3,468,647$5,994 萬4.1%+3,438,381+11,360.5%加碼–
iShares Core S&P 500 ETF464287200ETF147,627$5,295 萬3.6%+17,206+13.2%加碼–
AAPLApple Inc.Stock297,738$4,115 萬2.8%+32,482+12.2%加碼歷史
SPYSPDR S&P 500 ETF TrustETF90,588$3,236 萬2.2%+43,026+90.5%加碼歷史
ProShares Ultrashort S&P 50074347G416ETF520,873$2,842 萬1.9%−334,432−39.1%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF102,197$2,241 萬1.5%+13,015+14.6%加碼–
AGNTAGNT, Inc.COM1,990,663$2,232 萬1.5%−179,531−8.3%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF218,896$2,109 萬1.4%+37,476+20.7%加碼–
MSFTMicrosoft CorpStock81,179$1,891 萬1.3%−4,483−5.2%減碼歷史
AMZNAmazon Com IncStock165,038$1,865 萬1.3%−2,549−1.5%減碼歷史
AVOMission Produce, Inc.COM1,224,040$1,770 萬1.2%00.0%不變歷史
iShares Tr464288414NATIONAL MUN ETF165,956$1,702 萬1.2%+12,211+7.9%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF207,312$1,493 萬1.0%−21,293−9.3%減碼–
Schwab US Dividend Equity ETF808524797ETF218,481$1,451 萬1.0%−25,673−10.5%減碼–
TSLATesla, Inc.Stock50,735$1,346 萬0.9%+3,437+7.3%加碼依 3 比 1 拆股換算歷史
Vanguard S&P 500 ETF922908363ETF39,310$1,291 萬0.9%+709+1.8%加碼–
iShares Tr464288158SHRT NAT MUN ETF125,516$1,289 萬0.9%−31,105−19.9%減碼–
GOOGLAlphabet Inc.Stock126,998$1,215 萬0.8%−15,262−10.7%減碼依 20 比 1 拆股換算歷史
iShares Core MSCI Eafe ETF46432F842ETF227,655$1,199 萬0.8%+144,401+173.4%加碼–
Invesco QQQ Trust Series I46090E103ETF44,287$1,184 萬0.8%−18,735−29.7%減碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF223,730$1,164 萬0.8%−23,641−9.6%減碼–
Vanguard Dividend Appreciation ETF921908844ETF85,100$1,150 萬0.8%−25,552−23.1%減碼–
JPMJPMorgan Chase & CoStock105,575$1,103 萬0.7%+2,506+2.4%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF187,647$1,098 萬0.7%−315−0.2%減碼–
iShares Tr464288588MBS ETF117,553$1,077 萬0.7%+2,503+2.2%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF112,108$1,064 萬0.7%+1,373+1.2%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM204,537$1,048 萬0.7%+152,534+293.3%加碼–
JNJJohnson & JohnsonStock62,609$1,023 萬0.7%−3,875−5.8%減碼歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL194,744$979.6 萬0.7%−75,305−27.9%減碼–
CVXChevron CorpStock68,152$979.1 萬0.7%−6,996−9.3%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF105,841$969.5 萬0.7%−20,995−16.6%減碼–
NVDANVIDIA CorpStock78,942$958.3 萬0.7%−9,768−11.0%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF427,877$951.6 萬0.6%+34,155+8.7%加碼–
iShares Core S&P Small Cap ETF464287804ETF107,517$937.4 萬0.6%+25,507+31.1%加碼–
CICigna GroupStock30,806$854.8 萬0.6%+570+1.9%加碼歷史
MRKMerck & Co., Inc.Stock97,819$842.4 萬0.6%+8,191+9.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF68,042$824.1 萬0.6%+2,402+3.7%加碼–
CATCaterpillar IncStock49,726$815.9 萬0.6%−2,152−4.1%減碼歷史
ABBVAbbVie Inc.Stock57,775$775.4 萬0.5%−19,591−25.3%減碼歷史
iShares Russell 2000 ETF464287655ETF46,743$770.9 萬0.5%+13,396+40.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS156,008$768.8 萬0.5%+356+0.2%加碼–
UNHUnitedHealth Group IncStock14,871$751.1 萬0.5%−1,102−6.9%減碼歷史
iShares Core High Dividend ETF46429B663ETF80,352$733.5 萬0.5%+73,787+1,123.9%加碼–
Invesco Nasdaq 100 ETF46138G649ETF63,700$700.4 萬0.5%+63,700新進–
Vanguard Short-Term Bond ETF921937827ETF93,015$695.9 萬0.5%−631−0.7%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF67,191$688.4 萬0.5%−893−1.3%減碼–
EOGEOG Resources IncStock61,080$682.4 萬0.5%+19,659+47.5%加碼歷史
COSTCostco Wholesale CorpStock14,177$669.5 萬0.5%−519−3.5%減碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF195,381$663.1 萬0.5%−189,002−49.2%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF100,966$661.4 萬0.4%−147,589−59.4%減碼–
PANWPalo Alto Networks IncStock39,458$646.3 萬0.4%−8,119−17.1%減碼依 3 比 1 拆股換算歷史
HDHome Depot, Inc.Stock22,745$627.6 萬0.4%−3,967−14.9%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF34,017$610.5 萬0.4%+2,208+6.9%加碼–
BRK.BBerkshire Hathaway IncStock22,655$604.9 萬0.4%−1,278−5.3%減碼歷史
URIUnited Rentals, Inc.COM22,122$597.6 萬0.4%−72−0.3%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL103,280$597.3 萬0.4%+646+0.6%加碼–
iShares Tr4642874571 3 YR TREAS BD72,203$586.4 萬0.4%−1,129−1.5%減碼–
BACBank of America CorpStock193,562$584.6 萬0.4%+97,477+101.4%加碼歷史
AMTAmerican Tower CorpREIT27,152$583.0 萬0.4%+473+1.8%加碼歷史
AVGOBroadcom Inc.Stock12,979$576.3 萬0.4%+6,138+89.7%加碼歷史
CSCOCisco Systems, Inc.Stock143,577$574.3 萬0.4%−2,294−1.6%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF100,528$561.0 萬0.4%+13,641+15.7%加碼–
iShares Select Dividend ETF464287168ETF50,012$536.2 萬0.4%+2,211+4.6%加碼–
Alps ETF Tr00162Q452ALERIAN MLP145,441$531.7 萬0.4%+2,838+2.0%加碼–
ProShares Tr74347R131SHRT HGH YIELD264,958$530.2 萬0.4%+31,792+13.6%加碼–
RTXRTX CorpStock63,817$522.4 萬0.4%−30.0%減碼歷史
VVisa Inc.Stock29,347$521.3 萬0.4%−3,260−10.0%減碼歷史
HONHoneywell International IncCOM30,316$506.2 萬0.3%+555+1.9%加碼歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD114,628$505.2 萬0.3%+10,258+9.8%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF26,867$505.0 萬0.3%+5,066+23.2%加碼–
iShares Tr464287622RUS 1000 ETF25,578$504.7 萬0.3%−979−3.7%減碼–
LMTLockheed Martin CorpStock13,040$503.7 萬0.3%−772−5.6%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF135,806$495.6 萬0.3%−46,282−25.4%減碼–
GLDSPDR Gold TrustETF31,659$489.7 萬0.3%−1,113−3.4%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF22,790$479.5 萬0.3%−3,900−14.6%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF157,462$478.1 萬0.3%−6,445−3.9%減碼–
ETNEaton Corp plcStock35,625$475.1 萬0.3%−1,840−4.9%減碼歷史
CMICummins IncStock22,739$462.8 萬0.3%+245+1.1%加碼歷史
MAMastercard IncStock16,203$460.7 萬0.3%−1,307−7.5%減碼歷史
MCDMcDonalds CorpStock19,677$454.0 萬0.3%−1,991−9.2%減碼歷史
SBUXStarbucks CorpStock53,822$453.5 萬0.3%+911+1.7%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM20,455$453.1 萬0.3%−1,675−7.6%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF119,145$450.4 萬0.3%+7,558+6.8%加碼–
XOMExxonMobil Holdings CorpCOM51,572$450.3 萬0.3%+1,314+2.6%加碼歷史
DHRDanaher CorpStock16,856$435.4 萬0.3%+934+5.9%加碼歷史
iShares Tr4642874407-10 YR TRSY BD45,286$434.7 萬0.3%+317+0.7%加碼–
ProShares Tr74347G358ULSHOIL&GASNEW13223,373$426.4 萬0.3%+10,556+5.0%加碼–
KOCoca Cola CoStock75,472$422.8 萬0.3%−9,340−11.0%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF223,022$421.3 萬0.3%+16,729+8.1%加碼–
IBMInternational Business Machines CorpStock35,265$419.0 萬0.3%−2,489−6.6%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF92,631$411.9 萬0.3%+6,299+7.3%加碼–
XELXcel Energy IncStock64,325$411.7 萬0.3%−2,315−3.5%減碼歷史
Cyberark Software LtdM2682V108SHS26,898$403.3 萬0.3%−262−1.0%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF110,303$401.1 萬0.3%−46,717−29.8%減碼–
GLWCorning IncCOM137,381$398.7 萬0.3%−508−0.4%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF35,869$394.6 萬0.3%−1,026−2.8%減碼–
CMCSAComcast CorpStock133,655$392.0 萬0.3%−35,531−21.0%減碼歷史
CAHCardinal Health IncStock57,928$386.3 萬0.3%+1,104+1.9%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF32,281$383.4 萬0.3%+4,630+16.7%加碼–
iShares MSCI Eafe ETF464287465ETF68,274$382.4 萬0.3%+1,412+2.1%加碼–

選擇權(4 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

Integrated Advisors Network LLC 在 2022 年第 3 季的選擇權部位
證券類別賣權買權
SHELShell plcADR$12.4 萬–
NFLXNetflix IncStock$2.40 萬–
TAT&T Inc.Stock–$1.50 萬
FFord Motor CoStock–$1.10 萬

2022 年第 2 季之後清倉(69 檔)

2022 年第 2 季季末還持有、這份申報已經沒有的部位。

Integrated Advisors Network LLC 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
GSKGSK plcSPONSORED ADR108,333$471.6 萬0.3%歷史
First Tr Exchange-Traded FD33719L106NASDAQ LUX DIGI33,755$409.6 萬0.3%–
EGEverest Group, Ltd.COM12,352$346.2 萬0.2%歷史
WBAWalgreens Boots Alliance, Inc.COM84,362$319.7 萬0.2%歷史
ProShares Tr74347G374PSHS ULDOW30 NEW49,215$257.2 萬0.2%–
iShares Tr464287184CHINA LG-CAP ETF62,920$213.4 萬0.1%–
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT31,346$201.9 萬0.1%–
FRPTFreshpet, Inc.Stock38,309$198.8 萬0.1%歷史
Tidal Trust I886364645SONICSHARES GBL56,800$161.0 萬0.1%–
MROMarathon Oil CorpCOM47,697$107.2 萬0.1%歷史
CDLXCardlytics, Inc.COM42,741$95.4 萬0.1%歷史
RIORio Tinto PLCADR13,363$81.5 萬0.1%歷史
TTWOTake Two Interactive Software IncCOM6,312$77.3 萬0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF14,530$76.7 萬<0.1%–
iShares Tr46435U861CORE DIVID ETF17,192$62.4 萬<0.1%–
EXPEExpedia Group, Inc.Stock6,167$58.5 萬<0.1%歷史
SLBSLB LimitedStock16,194$57.9 萬<0.1%歷史
Tidal Trust I886364637FOLI AL RATE ETF16,884$54.8 萬<0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF7,282$54.1 萬<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT16,926$45.1 萬<0.1%歷史
GSBDGoldman Sachs BDC, Inc.SHS24,307$40.8 萬<0.1%歷史
Kraneshares Trust500767306CSI CHI INTERNET12,030$39.4 萬<0.1%–
WPCW. P. Carey Inc.COM4,136$34.3 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO2,682$32.0 萬<0.1%–
CRLCharles River Laboratories International, Inc.COM1,491$31.9 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD6,822$31.3 萬<0.1%–
ROPRoper Technologies IncStock775$30.6 萬<0.1%歷史
Fidelity MSCI Utilities Index ETF316092865ETF6,604$29.8 萬<0.1%–
KMBKimberly Clark CorpStock2,137$28.9 萬<0.1%歷史
ZMZoom Communications, Inc.Stock2,665$28.8 萬<0.1%歷史
UNGUnited States Natural Gas Fund, LPUNIT PAR15,050$28.6 萬<0.1%歷史
CABOCable One, Inc.COM215$27.7 萬<0.1%歷史
CPRTCopart IncCOM2,498$27.1 萬<0.1%歷史
COFCapital One Financial CorpStock2,470$25.7 萬<0.1%歷史
TSNTyson Foods, Inc.Stock2,977$25.6 萬<0.1%歷史
CCitigroup IncStock5,499$25.3 萬<0.1%歷史
BNYBank of New York Mellon CorpStock6,014$25.1 萬<0.1%歷史
MSCIMSCI Inc.Stock610$25.1 萬<0.1%歷史
KLACKLA CorpCOM NEW780$24.9 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF9,128$24.8 萬<0.1%–
SNOWSnowflake Inc.Stock1,738$24.2 萬<0.1%歷史
BALLBALL CorpCOM3,492$24.0 萬<0.1%歷史
DELLDell Technologies Inc.Stock5,112$23.6 萬<0.1%歷史
EFTEaton Vance Floating-Rate Income TrustCOM19,600$23.1 萬<0.1%歷史
SPDR Index Shs FDS78463X103PORTFLO EURP ETF6,887$22.6 萬<0.1%–
First Tr Exch Traded FD III33739P855INSTL PFD SECS12,328$21.8 萬<0.1%–
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST3,303$21.6 萬<0.1%–
Fidelity Covington Trust316092204MSCI CONSM DIS3,643$21.5 萬<0.1%–
SONYSony Group CorpSPONSORED ADR2,626$21.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM3,002$21.4 萬<0.1%–
MARMarriott International IncStock1,561$21.2 萬<0.1%歷史
iShares Tr46434V1000-5YR INVT GR CP4,332$21.0 萬<0.1%–
CFGCitizens Financial Group IncCOM5,805$20.7 萬<0.1%歷史
DOCUDocuSign, Inc.Stock3,548$20.4 萬<0.1%歷史
MANTMantech International CorpCL A2,108$20.1 萬<0.1%歷史
GNRCGenerac Holdings Inc.Stock950$20.0 萬<0.1%歷史
Schwab Strategic Tr8085246985 10YR CORP BD4,497$20.0 萬<0.1%–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,165$15.8 萬<0.1%歷史
MPTMedical Properties Trust IncCOM10,049$15.3 萬<0.1%歷史
SNAPSnap IncStock11,532$15.1 萬<0.1%歷史
KGCKinross Gold CorpCOM22,500$8.10 萬<0.1%歷史
PLBYPlayboy, Inc.COM11,964$7.70 萬<0.1%歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT20,000$7.20 萬<0.1%歷史
GDXUBank of MontrealMICROSCTR 3X LEV10,000$4.90 萬<0.1%歷史
CFRXCONTRAFECT CorpCOM NEW12,610$3.90 萬<0.1%歷史
CLOVClover Health Investments, Corp.COM CL A10,806$2.30 萬<0.1%歷史
CLSDClearside Biomedical, Inc.COM15,700$2.30 萬<0.1%歷史
ATHXAthersys, IncCOM60,600$1.60 萬<0.1%歷史
VTGNVistagen Therapeutics, Inc.COM NEW10,000$9,000<0.1%歷史