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Integrated Advisors Network LLC

SEC CIK
0001660177
最新申報
2026/8/11

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/25 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
687
較 2024 年第 3 季 −6
總值
$20.9 億
較 2024 年第 3 季 +$388.5 萬 (+0.2%)
申報日
2025/2/25
SEC
Integrated Advisors Network LLC 在 2024 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 ETF464287200ETF171,999$1.01 億4.9%−2,565−1.5%減碼–
SPYSPDR S&P 500 ETF TrustETF156,474$9,171 萬4.4%+16,933+12.1%加碼歷史
AAPLApple Inc.Stock274,104$6,864 萬3.3%+15,944+6.2%加碼歷史
NVDANVIDIA CorpStock337,087$4,527 萬2.2%−13,472−3.8%減碼歷史
MSFTMicrosoft CorpStock98,223$4,140 萬2.0%−989−1.0%減碼歷史
AMZNAmazon Com IncStock182,397$4,002 萬1.9%+6,422+3.6%加碼歷史
BXBlackstone Inc.COM222,839$3,842 萬1.8%−323−0.1%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF415,634$3,800 萬1.8%+262,125+170.8%加碼–
Invesco QQQ Trust Series I46090E103ETF64,561$3,301 萬1.6%−5,155−7.4%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF526,668$3,282 萬1.6%−37,949−6.7%減碼–
Schwab US Dividend Equity ETF808524797ETF1,074,033$2,934 萬1.4%+71,388+7.1%加碼依 3 比 1 拆股換算–
GOOGLAlphabet Inc.Stock134,077$2,538 萬1.2%+998+0.7%加碼歷史
AVGOBroadcom Inc.Stock103,419$2,398 萬1.1%+10,191+10.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF41,354$2,228 萬1.1%+2,004+5.1%加碼–
CATCaterpillar IncStock59,016$2,141 萬1.0%+760+1.3%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM348,801$2,007 萬1.0%+79,979+29.8%加碼–
TSLATesla, Inc.Stock49,306$1,991 萬1.0%+1,962+4.1%加碼歷史
JPMJPMorgan Chase & CoStock78,531$1,882 萬0.9%−1,580−2.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF80,273$1,867 萬0.9%+12,453+18.4%加碼–
Vanguard Dividend Appreciation ETF921908844ETF95,176$1,864 萬0.9%+7,394+8.4%加碼–
PODDInsulet CorpStock65,769$1,717 萬0.8%+7,616+13.1%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF134,149$1,712 萬0.8%−3,558−2.6%減碼–
iShares Core MSCI Eafe ETF46432F842ETF237,352$1,668 萬0.8%−8,500−3.5%減碼–
COSTCostco Wholesale CorpStock16,418$1,504 萬0.7%+333+2.1%加碼歷史
PANWPalo Alto Networks IncStock80,508$1,465 萬0.7%−10,574−11.6%減碼依 2 比 1 拆股換算歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF47,762$1,384 萬0.7%−1,275−2.6%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF392,407$1,357 萬0.7%+7,105+1.8%加碼–
METAMeta Platforms, Inc.Stock23,121$1,354 萬0.6%−434−1.8%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF477,005$1,244 萬0.6%−5,188−1.1%減碼依 3 比 1 拆股換算–
AVOMission Produce, Inc.COM841,000$1,209 萬0.6%−60,000−6.7%減碼歷史
iShares Russell 2000 ETF464287655ETF53,052$1,172 萬0.6%+1,914+3.7%加碼–
iShares Tr464288414NATIONAL MUN ETF108,666$1,158 萬0.6%+22,797+26.5%加碼–
BRK.BBerkshire Hathaway IncStock25,281$1,146 萬0.5%−394−1.5%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF402,441$1,122 萬0.5%+18,589+4.8%加碼依 4 比 1 拆股換算–
CRWDCrowdStrike Holdings, Inc.Stock31,638$1,083 萬0.5%−4,353−12.1%減碼歷史
URIUnited Rentals, Inc.COM15,229$1,073 萬0.5%−1,424−8.6%減碼歷史
PGProcter & Gamble CoStock60,597$1,016 萬0.5%+2,176+3.7%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF144,577$981.4 萬0.5%−6,355−4.2%減碼–
ProShares Tr74348A467S&P 500 DV ARIST94,692$942.7 萬0.5%+4,114+4.5%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT53,641$939.9 萬0.5%−12,380−18.8%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF67,648$930.6 萬0.4%+14,816+28.0%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF210,821$928.5 萬0.4%−18,459−8.1%減碼–
VVisa Inc.Stock28,550$902.3 萬0.4%−57−0.2%減碼歷史
CVXChevron CorpStock62,279$902.0 萬0.4%−2,501−3.9%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF188,318$900.5 萬0.4%+4,355+2.4%加碼–
LLYEli Lilly & CoStock11,516$889.0 萬0.4%−66−0.6%減碼歷史
MSMorgan StanleyStock70,120$881.5 萬0.4%−7,971−10.2%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF83,000$875.5 萬0.4%−4,844−5.5%減碼–
GLDSPDR Gold TrustETF35,443$858.2 萬0.4%+1,391+4.1%加碼歷史
GSGoldman Sachs Group IncStock14,574$834.5 萬0.4%−731−4.8%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF101,512$814.8 萬0.4%+6,704+7.1%加碼–
MAMastercard IncStock15,440$813.0 萬0.4%−520−3.3%減碼歷史
TTDTrade Desk, Inc.Stock68,601$806.3 萬0.4%−9,117−11.7%減碼歷史
iShares Tr4642874571 3 YR TREAS BD96,862$794.1 萬0.4%−1,045−1.1%減碼–
iShares Core S&P Small Cap ETF464287804ETF68,275$786.7 萬0.4%+2,577+3.9%加碼–
HONHoneywell International IncCOM34,706$784.0 萬0.4%+8,539+32.6%加碼歷史
BLKBlackRock, Inc.Stock7,637$782.9 萬0.4%−12−0.2%減碼歷史
HDHome Depot, Inc.Stock20,074$780.8 萬0.4%−796−3.8%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF126,888$778.3 萬0.4%+16,174+14.6%加碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF302,792$758.5 萬0.4%+244,822+422.3%加碼–
ABBVAbbVie Inc.Stock42,602$757.0 萬0.4%+208+0.5%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF301,789$754.2 萬0.4%−13,372−4.2%減碼–
FTNTFortinet, Inc.Stock79,687$752.9 萬0.4%+201+0.3%加碼歷史
iShares Tr464287622RUS 1000 ETF23,341$751.9 萬0.4%+125+0.5%加碼–
Cyberark Software LtdM2682V108SHS22,545$751.1 萬0.4%−3,365−13.0%減碼–
ORCLOracle CorpStock44,445$740.6 萬0.4%+1,344+3.1%加碼歷史
BACBank of America CorpStock167,579$736.5 萬0.4%+73,128+77.4%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF68,804$735.1 萬0.4%−70,602−50.6%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF27,396$723.6 萬0.3%+431+1.6%加碼–
iShares Core S&P US Value ETF464287663ETF75,946$703.2 萬0.3%+34,689+84.1%加碼–
Schwab U.S. Small-Cap ETF808524607ETF271,388$701.8 萬0.3%+9,690+3.7%加碼依 2 比 1 拆股換算–
Vanguard Mun BD FDS922907746TAX EXEMPT BD135,536$679.4 萬0.3%−4,659−3.3%減碼–
FBTCFidelity Wise Origin Bitcoin FundSHS82,573$673.6 萬0.3%−7,308−8.1%減碼歷史
NFLXNetflix IncStock7,383$658.1 萬0.3%+175+2.4%加碼歷史
iShares Select Dividend ETF464287168ETF49,755$653.2 萬0.3%+8,087+19.4%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF65,719$636.8 萬0.3%−5,281−7.4%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF74,144$635.1 萬0.3%+129+0.2%加碼–
VSTVistra Corp.Stock45,129$622.2 萬0.3%−6,544−12.7%減碼歷史
RELYRemitly Global, Inc.COM269,495$608.3 萬0.3%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS104,708$607.3 萬0.3%+13,662+15.0%加碼–
Alps ETF Tr00162Q452ALERIAN MLP125,489$604.4 萬0.3%+53,950+75.4%加碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF148,001$601.9 萬0.3%+13,816+10.3%加碼–
WMTWalmart Inc.Stock66,331$599.3 萬0.3%−549−0.8%減碼歷史
Vanguard Total Bond Market ETF921937835ETF82,760$595.1 萬0.3%−21,939−21.0%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF26,123$586.1 萬0.3%+9,902+61.0%加碼–
ACNAccenture plcStock16,585$583.4 萬0.3%+7,975+92.6%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS100,035$582.0 萬0.3%+46,116+85.5%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD74,603$582.0 萬0.3%−20,992−22.0%減碼–
iShares Tr4642874407-10 YR TRSY BD62,768$580.3 萬0.3%−33,187−34.6%減碼–
EQIXEquinix IncCOM6,147$579.6 萬0.3%−809−11.6%減碼歷史
XOMExxonMobil Holdings CorpCOM51,889$558.2 萬0.3%−30,583−37.1%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF113,515$548.6 萬0.3%+33,964+42.7%加碼–
LMTLockheed Martin CorpStock11,243$546.3 萬0.3%−763−6.4%減碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF177,244$540.1 萬0.3%+16,344+10.2%加碼–
NEENextera Energy IncStock75,089$538.3 萬0.3%−1,999−2.6%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF214,115$532.3 萬0.3%+10,281+5.0%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 112,256$521.5 萬0.3%+4,140+51.0%加碼歷史
UNPUnion Pacific CorpStock22,570$514.7 萬0.2%+1,755+8.4%加碼歷史
COFCapital One Financial CorpStock28,695$511.7 萬0.2%−650−2.2%減碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP137,847$511.7 萬0.2%−1,344−1.0%減碼–

選擇權(8 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 2024 年第 4 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock–$288.7 萬
Invesco QQQ Trust Series I46090E103ETF$276.1 萬–
LLYEli Lilly & CoStock–$115.8 萬
SLViShares Silver TrustETF–$111.9 萬
TSLATesla, Inc.Stock–$20.2 萬
BABAAlibaba Group Holding LtdADR–$3.39 萬
BDXBecton Dickinson & CoStock–$2.27 萬
BTGB2GOLD CorpCOM–$1.46 萬

2024 年第 3 季之後清倉(68 檔)

2024 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 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
CVNACarvana Co.CL A53,004$922.9 萬0.4%歷史
AGNTAGNT, Inc.COM564,938$796.0 萬0.4%歷史
COTYCoty Inc.COM CL A604,992$568.1 萬0.3%歷史
NEMNEWMONT CorpStock85,338$456.1 萬0.2%歷史
OUTOUTFRONT Media Inc.COM182,971$336.3 萬0.2%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF193,965$239.5 萬0.1%–
SMCISuper Micro Computer, Inc.COM4,164$173.4 萬0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF13,471$123.8 萬0.1%–
First Tr Exchange Traded FD33734X770DJ INTL INTRNT36,004$103.1 萬<0.1%–
Amplify ETF Tr032108664AMPLIFY CYBERSEC15,084$103.0 萬<0.1%–
Global X FDS37954Y632ARTIFICIAL ETF27,475$102.1 萬<0.1%–
INCYIncyte CorpCOM14,631$96.7 萬<0.1%歷史
iShares Tr464287721U.S. TECH ETF6,320$95.8 萬<0.1%–
MROMarathon Oil CorpCOM32,480$86.5 萬<0.1%歷史
iShares Tr46434VBG4IBONDS DEC24 ETF32,824$82.7 萬<0.1%–
iShares S&P Small-Cap 600 Growth ETF464287887ETF5,483$76.5 萬<0.1%–
SYYSysco CorpStock9,729$75.9 萬<0.1%歷史
Direxion Shs ETF Tr25459W862DRX S&P500BULL4,491$73.6 萬<0.1%–
TERTeradyne, IncStock5,301$71.0 萬<0.1%歷史
AGIAlamos Gold IncStock32,900$65.6 萬<0.1%歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF5,646$59.1 萬<0.1%–
DOWDow Inc.Stock10,711$58.5 萬<0.1%歷史
ILMNIllumina, Inc.COM4,484$58.5 萬<0.1%歷史
REAXReal REMAX Group Inc.COM NEW100,000$55.5 萬<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF22,683$53.2 萬<0.1%–
CROXCrocs, Inc.COM3,569$51.7 萬<0.1%歷史
ProShares Tr74347R206PSHS ULTRA QQQ4,568$46.0 萬<0.1%–
Nuscale PWR Corp67079K118*W EXP 05/02/202137,000$43.6 萬<0.1%–
HIIHuntington Ingalls Industries, Inc.COM1,620$42.8 萬<0.1%歷史
HUBGHub Group, Inc.CL A8,323$37.8 萬<0.1%歷史
BAXBaxter International IncStock9,859$37.4 萬<0.1%歷史
SASeabridge Gold IncCOM22,100$37.1 萬<0.1%歷史
VIXYProShares Trust IIVIX SH TRM FUTRS28,450$34.9 萬<0.1%歷史
WHRWhirlpool CorpStock2,886$30.9 萬<0.1%歷史
CAGConagra Brands Inc.Stock9,382$30.5 萬<0.1%歷史
PAASPan American Silver CorpStock14,600$30.5 萬<0.1%歷史
KYMRKymera Therapeutics, Inc.COM6,218$29.4 萬<0.1%歷史
Goldman Sachs ETF Tr381430479ACCESS INVT GR6,104$28.9 萬<0.1%–
DNLIDenali Therapeutics Inc.COM9,710$28.3 萬<0.1%歷史
iShares Tr464287556ISHARES BIOTECH1,919$27.9 萬<0.1%–
MARAMARA Holdings, Inc.COM16,779$27.2 萬<0.1%歷史
NVSNovartis AGADR2,349$27.0 萬<0.1%歷史
BOXBox IncCL A8,052$26.4 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF5,022$25.6 萬<0.1%–
STZConstellation Brands, Inc.Stock955$24.6 萬<0.1%歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT8,499$24.2 萬<0.1%–
BGBunge Global SACOM SHS2,497$24.1 萬<0.1%歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,041$23.8 萬<0.1%–
PINCPremier, Inc.CL A11,844$23.7 萬<0.1%歷史
AVYAvery Dennison CorpCOM1,055$23.3 萬<0.1%歷史
Kraneshares Trust500767306CSI CHI INTERNET6,605$22.5 萬<0.1%–
DHIHorton D R IncCOM1,173$22.4 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,130$22.1 萬<0.1%歷史
GISGeneral Mills IncStock2,990$22.1 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock3,660$21.9 萬<0.1%歷史
BBYBest Buy Co IncStock2,111$21.8 萬<0.1%歷史
DOCUDocuSign, Inc.Stock3,492$21.7 萬<0.1%歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL5,601$21.3 萬<0.1%–
GLPIGaming & Leisure Properties, Inc.COM4,054$20.9 萬<0.1%歷史
TDWTidewater IncCOM2,890$20.7 萬<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM197$20.7 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF5,173$20.6 萬<0.1%–
Vanguard World FD921910733ESG US STK ETF1,969$20.0 萬<0.1%–
ProShares Tr74347B425SHORT S&P 500 NE18,291$19.8 萬<0.1%–
BTCGrayscale Bitcoin Mini Trust ETFSHS23,431$13.2 萬<0.1%歷史
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT43,542$10.6 萬<0.1%歷史
BLDPBallard Power Systems Inc.COM33,965$6.11 萬<0.1%歷史
DNMRDanimer Scientific, Inc.COM CL A22,700$1.03 萬<0.1%歷史