Integrated Advisors Network LLC
- SEC CIK
- 0001660177
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 660
- 較 2022 年第 4 季 +38
- 總值
- $16.6 億
- 較 2022 年第 4 季 +$1.13 億 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,806 | $118.7 萬 | 0.1% | −1,050−8.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,062 | $118.9 萬 | 0.1% | −111−5.1% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 11,025 | $119.1 萬 | 0.1% | +130+1.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 51,329 | $120.0 萬 | 0.1% | −1,349−2.6% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 24,337 | $120.6 萬 | 0.1% | +24,337 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,422 | $120.7 萬 | 0.1% | −901−14.2% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 35,112 | $122.2 萬 | 0.1% | −145−0.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 12,609 | $122.6 萬 | 0.1% | +1,773+16.4% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 34,874 | $123.1 萬 | 0.1% | +5,457+18.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 85,064 | $123.5 萬 | 0.1% | +73,526+637.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,234 | $123.8 萬 | 0.1% | −239−2.5% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 28,029 | $125.1 萬 | 0.1% | +2,086+8.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,249 | $125.5 萬 | 0.1% | +232+1.4% | 加碼 | – |
| HUMHumana Inc | Stock | 2,606 | $126.5 萬 | 0.1% | +2,012+338.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,359 | $127.2 萬 | 0.1% | +5,746+124.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 22,777 | $127.3 萬 | 0.1% | −753−3.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,922 | $128.6 萬 | 0.1% | −5,260−73.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,341 | $130.0 萬 | 0.1% | −101−1.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 10,528 | $131.4 萬 | 0.1% | +897+9.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 15,839 | $131.4 萬 | 0.1% | +540+3.5% | 加碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 30,362 | $133.2 萬 | 0.1% | +263+0.9% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 25,530 | $134.1 萬 | 0.1% | −876−3.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,278 | $135.3 萬 | 0.1% | −41−1.2% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 12,902 | $135.6 萬 | 0.1% | +448+3.6% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 19,612 | $138.5 萬 | 0.1% | +894+4.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 14,015 | $139.0 萬 | 0.1% | −537−3.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,429 | $139.6 萬 | 0.1% | +93+1.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,055 | $140.1 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 13,060 | $140.4 萬 | 0.1% | −87−0.7% | 減碼 | – |
| Silvercrest Metals Inc828363101 | COM | 197,107 | $140.7 萬 | 0.1% | +32,274+19.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 7,128 | $142.4 萬 | 0.1% | +900+14.5% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 21,163 | $143.6 萬 | 0.1% | −349−1.6% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 9,813 | $145.1 萬 | 0.1% | −3,251−24.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 37,138 | $147.7 萬 | 0.1% | +127+0.3% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 5,629 | $148.4 萬 | 0.1% | −44−0.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 15,520 | $148.5 萬 | 0.1% | +59+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,499 | $150.9 萬 | 0.1% | −1,108−12.9% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,789 | $151.9 萬 | 0.1% | +47+2.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 76,767 | $152.9 萬 | 0.1% | −10,937−12.5% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 8,217 | $153.2 萬 | 0.1% | −2,443−22.9% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 15,589 | $154.1 萬 | 0.1% | +3,733+31.5% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,248 | $154.3 萬 | 0.1% | −6,782−30.8% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 33,241 | $156.1 萬 | 0.1% | −1,126−3.3% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 48,587 | $156.2 萬 | 0.1% | −46,826−49.1% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 17,812 | $158.1 萬 | 0.1% | +316+1.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 33,053 | $158.2 萬 | 0.1% | −1,002−2.9% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 86,740 | $160.5 萬 | 0.1% | −3,221−3.6% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,549 | $163.2 萬 | 0.1% | −327−8.4% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 32,745 | $163.8 萬 | 0.1% | −821−2.4% | 減碼 | – |
| SHWSherwin Williams Co | COM | 7,296 | $164.0 萬 | 0.1% | −1,689−18.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,607 | $164.1 萬 | 0.1% | +7,629+54.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 61,836 | $164.7 萬 | 0.1% | −1,340−2.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 18,281 | $165.5 萬 | 0.1% | +98+0.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,639 | $165.6 萬 | 0.1% | −199−2.9% | 減碼 | – |
| NKENIKE, Inc. | Stock | 13,512 | $165.7 萬 | 0.1% | −1,598−10.6% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 8,175 | $167.0 萬 | 0.1% | −3,558−30.3% | 減碼 | 歷史 |
| Mag Silver Corp55903Q104 | COM | 132,680 | $168.1 萬 | 0.1% | −1,475−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 10,920 | $169.3 萬 | 0.1% | −1,215−10.0% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 27,549 | $169.3 萬 | 0.1% | +111+0.4% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 106,119 | $169.4 萬 | 0.1% | −1,320−1.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 4,961 | $171.4 萬 | 0.1% | −245−4.7% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 32,295 | $174.3 萬 | 0.1% | −1,828−5.4% | 減碼 | – |
| LRCXLam Research Corp | COM | 3,356 | $177.9 萬 | 0.1% | +245+7.9% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 20,640 | $178.1 萬 | 0.1% | +4,103+24.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 46,022 | $179.0 萬 | 0.1% | +5,218+12.8% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,879 | $185.2 萬 | 0.1% | −153−1.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,843 | $185.7 萬 | 0.1% | +848+7.1% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 15,400 | $190.5 萬 | 0.1% | +44+0.3% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 23,150 | $191.5 萬 | 0.1% | +299+1.3% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,830 | $193.9 萬 | 0.1% | −3,283−36.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,296 | $194.9 萬 | 0.1% | +16,662+100.2% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,927 | $201.3 萬 | 0.1% | +2,842+17.7% | 加碼 | – |
| HSYHershey Co | COM | 7,957 | $202.4 萬 | 0.1% | +520+7.0% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 49,439 | $205.0 萬 | 0.1% | +9,528+23.9% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,803 | $206.4 萬 | 0.1% | −9,008−39.5% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,800 | $207.0 萬 | 0.1% | −1,127−4.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 7,434 | $207.9 萬 | 0.1% | −12,725−63.1% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 28,292 | $208.7 萬 | 0.1% | +2,591+10.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,323 | $212.8 萬 | 0.1% | +684+3.0% | 加碼 | – |
| MCHPMicrochip Technology Inc | Stock | 25,434 | $213.1 萬 | 0.1% | +18,267+254.9% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 178,740 | $215.6 萬 | 0.1% | +178,740 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,660 | $217.8 萬 | 0.1% | +924+16.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,318 | $218.7 萬 | 0.1% | +8,472+61.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 54,097 | $220.7 萬 | 0.1% | −5,760−9.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,270 | $226.5 萬 | 0.1% | −13,206−58.8% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,631 | $226.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPGSimon Property Group Inc. | REIT | 20,802 | $232.9 萬 | 0.1% | +1,539+8.0% | 加碼 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 47,736 | $233.0 萬 | 0.1% | +2,119+4.6% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 72,275 | $235.8 萬 | 0.1% | −3,972−5.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 100,532 | $235.9 萬 | 0.1% | +5,900+6.2% | 加碼 | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 53,430 | $247.6 萬 | 0.1% | −467−0.9% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 101,180 | $248.3 萬 | 0.1% | +38,100+60.4% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | COM | 23,354 | $248.8 萬 | 0.1% | +23,354 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,664 | $250.9 萬 | 0.2% | −458−2.3% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 51,508 | $252.0 萬 | 0.2% | +42,770+489.5% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,212 | $252.6 萬 | 0.2% | +396+1.2% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 85,714 | $252.6 萬 | 0.2% | +85,714 | 新進 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 178,427 | $253.7 萬 | 0.2% | −3,576−2.0% | 減碼 | – |
| TRUPTrupanion, Inc. | COM | 59,800 | $256.5 萬 | 0.2% | +6,175+11.5% | 加碼 | 歷史 |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 44,003 | $258.3 萬 | 0.2% | −63,132−58.9% | 減碼 | – |
選擇權（2 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | – | $1.78 萬 |
| FFord Motor Co | Stock | – | $1.26 萬 |
2022 年第 4 季之後清倉（45 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HIIHuntington Ingalls Industries, Inc. | COM | 20,418 | $471.0 萬 | 0.3% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 136,284 | $467.2 萬 | 0.3% | 歷史 |
| ProShares Tr74347R131 | SHRT HGH YIELD | 244,482 | $464.5 萬 | 0.3% | – |
| CAHCardinal Health Inc | Stock | 54,902 | $422.0 萬 | 0.3% | 歷史 |
| RIORio Tinto PLC | ADR | 57,401 | $408.7 萬 | 0.3% | 歷史 |
| MGAMagna International Inc | COM | 67,070 | $376.8 萬 | 0.2% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 25,064 | $365.1 萬 | 0.2% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 55,249 | $349.7 萬 | 0.2% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 16,205 | $236.5 萬 | 0.2% | – |
| ProShares Tr74348A434 | ULTSHT FTSE EURO | 132,775 | $169.6 萬 | 0.1% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 36,430 | $130.6 萬 | 0.1% | – |
| HALHalliburton Co | Stock | 32,022 | $126.0 萬 | 0.1% | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 6,439 | $102.0 萬 | 0.1% | 歷史 |
| OSKOshkosh Corp | COM | 11,457 | $101.0 萬 | 0.1% | 歷史 |
| RFRegions Financial Corp | COM | 45,393 | $97.9 萬 | 0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 21,473 | $92.2 萬 | 0.1% | 歷史 |
| XPOXPO, Inc. | COM | 25,872 | $86.1 萬 | 0.1% | 歷史 |
| VIXMProShares Trust II | VIX MDTRM FUTR N | 23,889 | $72.5 萬 | <0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,648 | $69.7 萬 | <0.1% | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 24,906 | $54.2 萬 | <0.1% | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 7,580 | $46.2 萬 | <0.1% | – |
| CTRACoterra Energy Inc. | Stock | 18,585 | $45.7 萬 | <0.1% | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 18,168 | $36.6 萬 | <0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 15,079 | $27.6 萬 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,494 | $27.6 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,093 | $25.6 萬 | <0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,728 | $25.4 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,199 | $25.0 萬 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 17,842 | $24.6 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,904 | $24.1 萬 | <0.1% | – |
| CHGGChegg, Inc | COM | 9,513 | $24.0 萬 | <0.1% | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 10,067 | $24.0 萬 | <0.1% | – |
| UECUranium Energy Corp | COM | 59,980 | $23.3 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 6,284 | $22.4 萬 | <0.1% | – |
| CLColgate Palmolive Co | Stock | 2,777 | $21.9 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,439 | $21.7 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 1,697 | $21.2 萬 | <0.1% | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 3,573 | $20.9 萬 | <0.1% | – |
| STORStore Capital LLC | COM | 6,496 | $20.8 萬 | <0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,013 | $20.2 萬 | <0.1% | 歷史 |
| FSMFortuna Mining Corp. | COM | 35,130 | $13.2 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 11,749 | $11.4 萬 | <0.1% | – |
| ACVAACV Auctions Inc. | COM CL A | 10,146 | $8.33 萬 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 13,163 | $7.69 萬 | <0.1% | 歷史 |
| SRNESorrento Therapeutics, Inc. | COM NEW | 16,936 | $1.50 萬 | <0.1% | 歷史 |