Integrated Advisors Network LLC
- SEC CIK
- 0001660177
- 最新申報
- 2026/8/11
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 676
- 較 2024 年第 1 季 −14
- 總值
- $19.4 億
- 較 2024 年第 1 季 −$1,671 萬 (−0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 53,738 | $261.5 萬 | 0.1% | −819−1.5% | 減碼 | – |
| SDGRSchrodinger, Inc. | COM | 136,117 | $263.3 萬 | 0.1% | −12,342−8.3% | 減碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 98,044 | $266.5 萬 | 0.1% | +40.0% | 加碼 | – |
| ACNAccenture plc | Stock | 8,830 | $267.9 萬 | 0.1% | −2,911−24.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 58,263 | $269.0 萬 | 0.1% | +221+0.4% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 58,384 | $269.1 萬 | 0.1% | −7,103−10.8% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,815 | $272.3 萬 | 0.1% | −932−6.3% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 11,261 | $289.5 萬 | 0.1% | −1,677−13.0% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,431 | $291.1 萬 | 0.2% | −100−1.0% | 減碼 | – |
| PNWPinnacle West Capital Corp | COM | 38,379 | $293.1 萬 | 0.2% | −1,134−2.9% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 83,760 | $293.3 萬 | 0.2% | +83,760 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 9,513 | $298.3 萬 | 0.2% | +1,465+18.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 18,545 | $300.8 萬 | 0.2% | −296−1.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 27,726 | $305.4 萬 | 0.2% | +706+2.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,720 | $310.0 萬 | 0.2% | +59+1.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 24,648 | $310.2 萬 | 0.2% | +244+1.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 20,658 | $313.6 萬 | 0.2% | −25,519−55.3% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 76,154 | $318.3 萬 | 0.2% | +2,564+3.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 34,903 | $320.4 萬 | 0.2% | −776−2.2% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 25,197 | $321.2 萬 | 0.2% | −18,537−42.4% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,259 | $323.0 萬 | 0.2% | +285+3.6% | 加碼 | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 72,355 | $326.4 萬 | 0.2% | +1,831+2.6% | 加碼 | – |
| RELYRemitly Global, Inc. | COM | 269,495 | $326.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 68,818 | $327.0 萬 | 0.2% | −3,741−5.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,044 | $329.7 萬 | 0.2% | −1,587−14.9% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 39,797 | $333.3 萬 | 0.2% | +332+0.8% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 18,375 | $335.2 萬 | 0.2% | +695+3.9% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 39,487 | $338.2 萬 | 0.2% | −4,140−9.5% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 23,700 | $338.3 萬 | 0.2% | +245+1.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 13,543 | $338.4 萬 | 0.2% | +577+4.5% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 51,559 | $348.3 萬 | 0.2% | +1,347+2.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 43,214 | $350.4 萬 | 0.2% | −2,972−6.4% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 76,971 | $351.8 萬 | 0.2% | −823−1.1% | 減碼 | – |
| BACBank of America Corp | Stock | 89,258 | $355.0 萬 | 0.2% | +435+0.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 98,935 | $357.2 萬 | 0.2% | +84,992+609.6% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 28,008 | $360.5 萬 | 0.2% | +28,008 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 16,452 | $362.7 萬 | 0.2% | −840−4.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 20,075 | $365.4 萬 | 0.2% | −308−1.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 29,757 | $368.4 萬 | 0.2% | −1,289−4.2% | 減碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 68,761 | $372.6 萬 | 0.2% | +68,761 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 49,794 | $372.9 萬 | 0.2% | +3,901+8.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 58,730 | $373.8 萬 | 0.2% | +5,077+9.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 70,917 | $379.6 萬 | 0.2% | −1,722−2.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 93,219 | $383.2 萬 | 0.2% | −56,787−37.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 49,457 | $385.0 萬 | 0.2% | +1,286+2.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 50,598 | $388.1 萬 | 0.2% | +4,849+10.6% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 94,101 | $394.0 萬 | 0.2% | +94,101 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 51,188 | $394.9 萬 | 0.2% | +4,522+9.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 68,727 | $398.5 萬 | 0.2% | +8,965+15.0% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 83,453 | $400.4 萬 | 0.2% | −5,824−6.5% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 29,164 | $402.2 萬 | 0.2% | +25,559+709.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 12,408 | $410.2 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 35,183 | $419.8 萬 | 0.2% | +445+1.3% | 加碼 | – |
| OKEONEOK Inc | COM | 51,654 | $421.2 萬 | 0.2% | +42,163+444.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 65,622 | $421.6 萬 | 0.2% | −976−1.5% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 57,266 | $422.0 萬 | 0.2% | +4,514+8.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 35,026 | $423.7 萬 | 0.2% | −2,031−5.5% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 19,028 | $427.3 萬 | 0.2% | −771−3.9% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 50,920 | $428.5 萬 | 0.2% | −641−1.2% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 81,817 | $434.0 萬 | 0.2% | −4,129−4.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 65,398 | $442.8 萬 | 0.2% | +2,132+3.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 49,189 | $451.5 萬 | 0.2% | +5,840+13.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 6,798 | $458.8 萬 | 0.2% | +118+1.8% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 53,186 | $460.6 萬 | 0.2% | −281−0.5% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 89,062 | $467.2 萬 | 0.2% | −4,235−4.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,509 | $479.3 萬 | 0.2% | +9,366+298.0% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 40,950 | $479.9 萬 | 0.2% | −1,471−3.5% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 80,167 | $483.2 萬 | 0.2% | −6,643−7.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 167,576 | $484.6 萬 | 0.2% | +167,576 | 新進 | – |
| PODDInsulet Corp | Stock | 24,025 | $484.8 萬 | 0.2% | +24,025 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,269 | $485.6 萬 | 0.3% | −4,776−17.7% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 66,146 | $486.9 萬 | 0.3% | −86,412−56.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 26,567 | $487.3 萬 | 0.3% | −490−1.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 18,127 | $487.8 萬 | 0.3% | −1,193−6.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 47,902 | $492.3 萬 | 0.3% | −1,581−3.2% | 減碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 72,522 | $495.2 萬 | 0.3% | −71,470−49.6% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 63,538 | $497.7 萬 | 0.3% | −2,057−3.1% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 196,353 | $499.1 萬 | 0.3% | +301+0.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 22,146 | $501.1 萬 | 0.3% | +14,996+209.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 17,365 | $503.8 萬 | 0.3% | −842−4.6% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 57,984 | $513.0 萬 | 0.3% | −34,310−37.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 125,217 | $516.4 萬 | 0.3% | −789−0.6% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 88,617 | $519.7 萬 | 0.3% | −883−1.0% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 107,301 | $521.5 萬 | 0.3% | +95,378+799.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,845 | $523.9 萬 | 0.3% | −1,758−4.7% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 6,931 | $524.4 萬 | 0.3% | +2,663+62.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 80,745 | $524.4 萬 | 0.3% | −747−0.9% | 減碼 | – |
| NTAPNetApp, Inc. | Stock | 40,984 | $527.9 萬 | 0.3% | −4,643−10.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 91,366 | $532.0 萬 | 0.3% | +5,091+5.9% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 30,887 | $535.5 萬 | 0.3% | +10,276+49.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,726 | $539.4 萬 | 0.3% | −811−2.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 91,223 | $543.7 萬 | 0.3% | +12,391+15.7% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 61,842 | $545.0 萬 | 0.3% | +1,422+2.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 33,263 | $575.3 萬 | 0.3% | −12,043−26.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 7,346 | $578.3 萬 | 0.3% | −331−4.3% | 減碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 124,169 | $581.9 萬 | 0.3% | −527−0.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 11,531 | $587.2 萬 | 0.3% | −7,275−38.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 12,695 | $593.0 萬 | 0.3% | +7,211+131.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 48,564 | $601.2 萬 | 0.3% | +227+0.5% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 607,873 | $609.1 萬 | 0.3% | +70,473+13.1% | 加碼 | 歷史 |
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。
2024 年第 1 季之後清倉（62 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 25,889 | $843.0 萬 | 0.4% | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 105,700 | $483.8 萬 | 0.2% | 歷史 |
| CGCarlyle Group Inc. | COM | 79,281 | $371.9 萬 | 0.2% | 歷史 |
| AOSSmith A O Corp | COM | 37,687 | $337.1 萬 | 0.2% | 歷史 |
| ALVAutoliv Inc | COM | 27,006 | $325.2 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 38,908 | $166.8 萬 | 0.1% | – |
| MATXMatson, Inc. | COM | 10,211 | $114.8 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 4,206 | $109.5 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 23,856 | $106.7 萬 | 0.1% | – |
| FFIVF5, Inc. | Stock | 5,479 | $103.9 萬 | 0.1% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 13,708 | $90.6 萬 | <0.1% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 18,651 | $87.9 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 14,919 | $82.4 萬 | <0.1% | – |
| Intuitive Machines, Inc.46125A118 | *W EXP 02/13/202 | 461,992 | $80.8 萬 | <0.1% | – |
| GPNGlobal Payments Inc | Stock | 5,882 | $78.6 萬 | <0.1% | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 20,082 | $72.4 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 18,614 | $72.1 萬 | <0.1% | – |
| IAUXi-80 Gold Corp. | COM | 435,500 | $58.4 萬 | <0.1% | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 40,039 | $53.5 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 3,530 | $52.3 萬 | <0.1% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 19,582 | $51.4 萬 | <0.1% | – |
| CNCCentene Corp | Stock | 5,812 | $45.6 萬 | <0.1% | 歷史 |
| USFDUS Foods Holding Corp. | COM | 8,223 | $44.4 萬 | <0.1% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 8,850 | $43.9 萬 | <0.1% | – |
| CNMDCONMED Corp | COM | 5,378 | $43.1 萬 | <0.1% | 歷史 |
| CNXCNX Resources Corp | COM | 17,041 | $40.4 萬 | <0.1% | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 7,946 | $40.0 萬 | <0.1% | – |
| LHLabcorp Holdings Inc. | COM NEW | 1,788 | $39.1 萬 | <0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,217 | $38.7 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,747 | $36.7 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 934 | $36.5 萬 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 5,963 | $36.5 萬 | <0.1% | 歷史 |
| UFPIUfp Industries Inc | COM | 2,933 | $36.1 萬 | <0.1% | 歷史 |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 27,350 | $35.4 萬 | <0.1% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 2,942 | $35.4 萬 | <0.1% | 歷史 |
| UPBDUpbound Group, Inc. | COM | 9,948 | $35.0 萬 | <0.1% | 歷史 |
| CUBICustomers Bancorp, Inc. | COM | 6,342 | $33.7 萬 | <0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 7,061 | $32.5 萬 | <0.1% | 歷史 |
| ARCHArch Resources, Inc. | CL A | 1,924 | $30.9 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 540 | $30.2 萬 | <0.1% | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 15,219 | $26.5 萬 | <0.1% | – |
| FIXComfort Systems USA Inc | COM | 817 | $26.0 萬 | <0.1% | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 6,218 | $25.0 萬 | <0.1% | 歷史 |
| ProShares Tr74347R404 | PSHS ULT MCAP400 | 3,627 | $24.8 萬 | <0.1% | – |
| EQXEquinox Gold Corp. | COM | 41,000 | $24.7 萬 | <0.1% | 歷史 |
| WWayfair Inc. | CL A | 3,447 | $23.4 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 4,077 | $23.3 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 853 | $22.4 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,299 | $22.4 萬 | <0.1% | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,779 | $22.2 萬 | <0.1% | – |
| ONOn Semiconductor Corp | Stock | 2,918 | $21.5 萬 | <0.1% | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 16,201 | $21.4 萬 | <0.1% | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,727 | $21.1 萬 | <0.1% | – |
| GISGeneral Mills Inc | Stock | 2,946 | $20.6 萬 | <0.1% | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 4,148 | $20.4 萬 | <0.1% | – |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 3,350 | $20.4 萬 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 330 | $20.3 萬 | <0.1% | 歷史 |
| NKLANikola Corp | COM | 123,633 | $12.9 萬 | <0.1% | 歷史 |
| HLNHaleon plc | ADR | 13,178 | $11.2 萬 | <0.1% | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 12,225 | $10.7 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 10,545 | $9.56 萬 | <0.1% | 歷史 |
| FSMFortuna Mining Corp. | COM | 12,130 | $4.52 萬 | <0.1% | 歷史 |