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Integrated Advisors Network LLC

SEC CIK
0001660177
最新申報
2026/8/11

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/2 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
622
較 2022 年第 3 季 −14
總值
$15.5 億
較 2022 年第 3 季 +$8,012 萬 (+5.4%)
申報日
2023/2/2
修正SEC
Integrated Advisors Network LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF145,560$5,593 萬3.6%−2,067−1.4%減碼–
AAPLApple Inc.Stock289,420$3,760 萬2.4%−8,318−2.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF93,569$3,578 萬2.3%+2,981+3.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF129,847$3,141 萬2.0%+27,650+27.1%加碼–
Vanguard S&P 500 ETF922908363ETF60,950$2,141 萬1.4%+21,640+55.0%加碼–
AGNTAGNT, Inc.COM1,930,943$2,139 萬1.4%−59,720−3.0%減碼歷史
MSFTMicrosoft CorpStock85,298$2,046 萬1.3%+4,119+5.1%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD412,919$2,044 萬1.3%+412,919新進–
iShares Core U.S. Aggregate Bond ETF464287226ETF209,593$2,033 萬1.3%−9,303−4.2%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF216,001$1,889 萬1.2%+8,689+4.2%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF194,213$1,776 萬1.1%+88,372+83.5%加碼–
Schwab US Dividend Equity ETF808524797ETF219,553$1,659 萬1.1%+1,072+0.5%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM282,142$1,537 萬1.0%+77,605+37.9%加碼–
iShares Core MSCI Eafe ETF46432F842ETF236,605$1,458 萬0.9%+8,950+3.9%加碼–
AVOMission Produce, Inc.COM1,222,040$1,420 萬0.9%−2,000−0.2%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF218,026$1,299 萬0.8%−5,704−2.5%減碼–
Vanguard Dividend Appreciation ETF921908844ETF83,610$1,270 萬0.8%−1,490−1.8%減碼–
AMZNAmazon Com IncStock150,334$1,263 萬0.8%−14,704−8.9%減碼歷史
JPMJPMorgan Chase & CoStock90,637$1,215 萬0.8%−14,938−14.1%減碼歷史
Invesco QQQ Trust Series I46090E103ETF44,686$1,190 萬0.8%+399+0.9%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF179,382$1,184 萬0.8%−8,265−4.4%減碼–
GOOGLAlphabet Inc.Stock132,155$1,166 萬0.8%+5,157+4.1%加碼歷史
CATCaterpillar IncStock48,299$1,157 萬0.7%−1,427−2.9%減碼歷史
CVXChevron CorpStock64,067$1,150 萬0.7%−4,085−6.0%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF109,449$1,141 萬0.7%−16,067−12.8%減碼–
JNJJohnson & JohnsonStock64,413$1,138 萬0.7%+1,804+2.9%加碼歷史
iShares Tr464288588MBS ETF121,512$1,127 萬0.7%+3,959+3.4%加碼–
ABBVAbbVie Inc.Stock69,429$1,122 萬0.7%+11,654+20.2%加碼歷史
ProShares Ultrashort S&P 50074347G416ETF239,655$1,102 萬0.7%−281,218−54.0%減碼–
MRKMerck & Co., Inc.Stock99,138$1,100 萬0.7%+1,319+1.3%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF80,765$1,097 萬0.7%+12,723+18.7%加碼–
NVDANVIDIA CorpStock74,171$1,084 萬0.7%−4,771−6.0%減碼歷史
HDHome Depot, Inc.Stock33,671$1,064 萬0.7%+10,926+48.0%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF416,081$1,010 萬0.7%−11,796−2.8%減碼–
CICigna GroupStock29,314$971.3 萬0.6%−1,492−4.8%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF100,266$948.9 萬0.6%−7,251−6.7%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF45,402$868.0 萬0.6%+11,385+33.5%加碼–
iShares Russell 2000 ETF464287655ETF47,729$832.2 萬0.5%+986+2.1%加碼–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL160,296$810.1 萬0.5%−34,448−17.7%減碼–
iShares Tr464288646ISHS 1-5YR INVS157,096$782.7 萬0.5%+1,088+0.7%加碼–
EOGEOG Resources IncStock60,172$779.3 萬0.5%−908−1.5%減碼歷史
iShares Core High Dividend ETF46429B663ETF74,737$779.1 萬0.5%−5,615−7.0%減碼–
AVGOBroadcom Inc.Stock13,933$779.1 萬0.5%+954+7.4%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF71,866$777.7 萬0.5%−40,242−35.9%減碼–
URIUnited Rentals, Inc.COM21,447$762.3 萬0.5%−675−3.1%減碼歷史
CSCOCisco Systems, Inc.Stock158,811$756.6 萬0.5%+15,234+10.6%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF105,828$746.1 萬0.5%+4,862+4.8%加碼–
UNHUnitedHealth Group IncStock14,013$743.0 萬0.5%−858−5.8%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF91,386$688.0 萬0.4%−1,629−1.8%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF175,647$684.7 萬0.4%+39,841+29.3%加碼–
COSTCostco Wholesale CorpStock14,805$675.9 萬0.4%+628+4.4%加碼歷史
BRK.BBerkshire Hathaway IncStock21,508$664.4 萬0.4%−1,147−5.1%減碼歷史
HONHoneywell International IncCOM30,692$657.7 萬0.4%+376+1.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF52,371$651.7 萬0.4%+20,090+62.2%加碼–
LMTLockheed Martin CorpStock13,358$649.9 萬0.4%+318+2.4%加碼歷史
BACBank of America CorpStock195,579$647.8 萬0.4%+2,017+1.0%加碼歷史
ABTAbbott LaboratoriesStock58,930$647.0 萬0.4%+30,721+108.9%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF60,879$641.8 萬0.4%−6,312−9.4%減碼–
Invesco Nasdaq 100 ETF46138G649ETF58,193$637.4 萬0.4%−5,507−8.6%減碼–
TXNTexas Instruments IncStock38,492$636.0 萬0.4%+21,904+132.0%加碼歷史
Cambria ETF Tr132061201SHSHLD YIELD ETF107,135$635.4 萬0.4%+107,135新進–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL98,739$630.9 萬0.4%−4,541−4.4%減碼–
Alps ETF Tr00162Q452ALERIAN MLP165,035$628.3 萬0.4%+19,594+13.5%加碼–
RTXRTX CorpStock61,934$625.0 萬0.4%−1,883−3.0%減碼歷史
iShares Tr4642874407-10 YR TRSY BD62,883$602.3 萬0.4%+17,597+38.9%加碼–
GLDSPDR Gold TrustETF35,318$599.1 萬0.4%+3,659+11.6%加碼歷史
iShares Tr4642874571 3 YR TREAS BD73,783$598.9 萬0.4%+1,580+2.2%加碼–
ETNEaton Corp plcStock36,603$574.5 萬0.4%+978+2.7%加碼歷史
TSLATesla, Inc.Stock46,605$574.1 萬0.4%−4,130−8.1%減碼歷史
MAMastercard IncStock16,478$573.0 萬0.4%+275+1.7%加碼歷史
AMTAmerican Tower CorpREIT26,706$565.8 萬0.4%−446−1.6%減碼歷史
VVisa Inc.Stock26,935$559.6 萬0.4%−2,412−8.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF27,295$556.3 萬0.4%+428+1.6%加碼–
CMICummins IncStock22,915$555.2 萬0.4%+176+0.8%加碼歷史
iShares Select Dividend ETF464287168ETF45,818$552.6 萬0.4%−4,194−8.4%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF98,965$549.8 萬0.4%−1,563−1.6%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF130,165$546.3 萬0.4%+19,862+18.0%加碼–
SBUXStarbucks CorpStock54,782$543.4 萬0.4%+960+1.8%加碼歷史
XOMExxonMobil Holdings CorpCOM49,075$541.3 萬0.3%−2,497−4.8%減碼歷史
TROWPrice T Rowe Group IncStock49,508$539.9 萬0.3%+42,872+646.1%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF183,991$535.6 萬0.3%−11,390−5.8%減碼–
PANWPalo Alto Networks IncStock38,265$533.9 萬0.3%−1,193−3.0%減碼歷史
MCDMcDonalds CorpStock20,159$531.3 萬0.3%+482+2.4%加碼歷史
iShares Tr464287622RUS 1000 ETF24,966$525.6 萬0.3%−612−2.4%減碼–
ORCLOracle CorpStock64,272$525.4 萬0.3%+6,344+11.0%加碼歷史
IBMInternational Business Machines CorpStock36,914$520.1 萬0.3%+1,649+4.7%加碼歷史
BLKBlackRock, Inc.COM7,182$508.9 萬0.3%+5,254+272.5%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF123,343$499.7 萬0.3%+4,198+3.5%加碼–
KOCoca Cola CoStock77,404$492.4 萬0.3%+1,932+2.6%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF26,748$490.9 萬0.3%+7,135+36.4%加碼–
XELXcel Energy IncStock69,979$490.6 萬0.3%+5,654+8.8%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF22,476$481.5 萬0.3%−314−1.4%減碼–
BXBlackstone Inc.COM64,650$479.6 萬0.3%+31,492+95.0%加碼歷史
GLWCorning IncCOM148,431$474.1 萬0.3%+11,050+8.0%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM20,418$471.0 萬0.3%−37−0.2%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF93,632$468.2 萬0.3%+1,001+1.1%加碼–
JEFJefferies Financial Group Inc.COM136,284$467.2 萬0.3%+136,284新進歷史
VLOValero Energy CorpStock36,777$466.6 萬0.3%+7,300+24.8%加碼歷史
ProShares Tr74347R131SHRT HGH YIELD244,482$464.5 萬0.3%−20,476−7.7%減碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF211,051$455.9 萬0.3%−11,971−5.4%減碼–

選擇權(6 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 4 季的選擇權部位
證券類別賣權買權
SHELShell plcADR$14.2 萬–
NFLXNetflix IncStock$2.95 萬–
TAT&T Inc.Stock–$1.84 萬
State Street Energy Select Sector SPDR ETF81369Y506ETF$1.75 萬–
State Street Technology Select Sector SPDR ETF81369Y803ETF$1.24 萬–
FFord Motor CoStock–$1.16 萬

2022 年第 3 季之後清倉(71 檔)

2022 年第 3 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 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
ProShares Tr74347G358ULSHOIL&GASNEW13223,373$426.4 萬0.3%–
NHINational Health Investors IncCOM57,949$327.6 萬0.2%歷史
EVRGEvergy, Inc.Stock53,290$316.5 萬0.2%歷史
ProShares Tr74347G739ULTSHRT QQQ111,793$306.6 萬0.2%–
iShares Tr464287713US TELECOM ETF134,208$280.2 萬0.2%–
EPREpr PropertiesCOM SH BEN INT76,687$275.0 萬0.2%歷史
HPEHewlett Packard Enterprise CoCOM221,968$265.9 萬0.2%歷史
CLRContinental Resources, IncCOM22,163$148.1 萬0.1%歷史
ProShares Tr74347B714SHORT QQQ NEW84,567$126.2 萬0.1%–
ProShares Tr74347B110ULTRAPRO SHORT S50,000$112.1 萬0.1%–
RIVNRivian Automotive, Inc.Stock30,171$99.3 萬0.1%歷史
First Tr Exchange Traded FD33738R837NASDQ PHRMTCLS36,687$88.2 萬0.1%–
EQTEQT CorpStock19,885$81.0 萬0.1%歷史
PWRQuanta Services, Inc.COM6,333$80.7 萬0.1%歷史
COHRCoherent Corp.COM23,099$80.5 萬0.1%歷史
LITELumentum Holdings Inc.COM10,957$75.1 萬0.1%歷史
MKSIMKS IncCOM8,842$73.1 萬<0.1%歷史
UGIUgi CorpStock21,815$70.5 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A2,003$60.8 萬<0.1%歷史
RGAReinsurance Group of America IncCOM NEW4,610$58.0 萬<0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM4,058$50.5 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD4,290$49.0 萬<0.1%–
GLGlobe Life Inc.COM4,885$48.7 萬<0.1%歷史
PRGOPERRIGO Co plcSHS12,798$45.6 萬<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM1,238$45.0 萬<0.1%歷史
FNVFranco Nevada CorpStock3,544$42.3 萬<0.1%歷史
RMORomeo Power, Inc.COM1,030,970$41.2 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A1,515$39.7 萬<0.1%歷史
UVXYProShares Trust IIULTRA VIX SHORT30,800$39.6 萬<0.1%歷史
First Rep BK San Francisco C33616C100COM2,917$38.1 萬<0.1%–
WRBBerkley W R CorpCOM5,748$37.1 萬<0.1%歷史
CTLTCatalent, Inc.COM5,045$36.5 萬<0.1%歷史
TELTE Connectivity plcREG SHS3,290$36.3 萬<0.1%歷史
MTDMettler Toledo International IncCOM332$36.0 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS18,550$35.9 萬<0.1%歷史
CDNSCadence Design Systems IncStock2,187$35.7 萬<0.1%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF9,076$35.0 萬<0.1%–
DOVDOVER CorpCOM2,814$32.8 萬<0.1%歷史
STXSeagate Technology Holdings plcORD SHS6,060$32.3 萬<0.1%歷史
CCJCameco CorpStock11,669$30.9 萬<0.1%歷史
SIVBSVB Financial GroupCOM866$29.1 萬<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF5,685$28.4 萬<0.1%–
SPDR Series Trust78464A656ST STR TIPS ETF11,087$28.1 萬<0.1%–
ProShares Tr74347G291SHORT BITCOIN7,231$27.7 萬<0.1%–
SUSuncor Energy IncStock9,732$27.4 萬<0.1%歷史
EMNEastman Chemical CoStock3,750$26.6 萬<0.1%歷史
TECHBIO-TECHNE CorpCOM936$26.6 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW4,924$25.4 萬<0.1%歷史
JJacobs Solutions Inc.COM2,321$25.2 萬<0.1%歷史
SCIService Corp InternationalCOM4,330$25.0 萬<0.1%歷史
Vanguard World FD921910733ESG US STK ETF3,924$24.7 萬<0.1%–
AZEKAZEK Co Inc.CL A14,838$24.7 萬<0.1%歷史
ProShares Tr74348A210SHRT RUSSELL20009,200$24.3 萬<0.1%–
PZZAPapa Johns International IncStock3,306$23.1 萬<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,489$23.0 萬<0.1%歷史
DLRDigital Realty Trust, Inc.COM2,320$23.0 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD4,988$22.2 萬<0.1%–
WisdomTree Tr97717W109US TOTAL DIVIDND4,032$21.9 萬<0.1%–
MUMicron Technology IncStock4,316$21.6 萬<0.1%歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF10,528$21.2 萬<0.1%–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF5,119$21.0 萬<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,110$20.9 萬<0.1%–
PAYCPaycom Software, Inc.Stock630$20.8 萬<0.1%歷史
MTNVail Resorts IncCOM964$20.8 萬<0.1%歷史
CPRICapri Holdings LtdSHS5,208$20.0 萬<0.1%歷史
OROR Royalties Inc.COM14,305$14.6 萬<0.1%歷史
Yamana Gold Inc98462Y100COM29,500$13.4 萬<0.1%–
OCSLOaktree Specialty Lending CorpCOM19,640$11.8 萬<0.1%歷史
BBDCBarings BDC, Inc.COM14,004$11.6 萬<0.1%歷史
Sandstorm Gold Ltd Com New80013R206Stock15,900$8.20 萬<0.1%–
DOLEDole plcORD SHS50,000$5.10 萬<0.1%歷史