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Integrated Advisors Network LLC

SEC CIK
0001660177
最新申報
2026/8/11

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/4/15 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
703
較 2024 年第 4 季 +16
總值
$19.8 億
較 2024 年第 4 季 −$1.08 億 (−5.2%)
申報日
2025/4/15
SEC
Integrated Advisors Network LLC 在 2025 年第 1 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 ETF464287200ETF177,815$9,991 萬5.1%+5,816+3.4%加碼–
SPYSPDR S&P 500 ETF TrustETF163,619$9,153 萬4.6%+7,145+4.6%加碼歷史
AAPLApple Inc.Stock245,584$5,455 萬2.8%−28,520−10.4%減碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL797,352$4,043 萬2.0%+739,235+1,272.0%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF406,279$3,727 萬1.9%−9,355−2.3%減碼–
ProShares Ultrashort S&P 50074347G416ETF1,608,792$3,452 萬1.7%+1,354,928+533.7%加碼–
NVDANVIDIA CorpStock299,655$3,248 萬1.6%−37,432−11.1%減碼歷史
MSFTMicrosoft CorpStock82,174$3,085 萬1.6%−16,049−16.3%減碼歷史
Invesco QQQ Trust Series I46090E103ETF61,329$2,876 萬1.5%−3,232−5.0%減碼–
BXBlackstone Inc.COM203,254$2,841 萬1.4%−19,585−8.8%減碼歷史
AMZNAmazon Com IncStock140,454$2,672 萬1.4%−41,943−23.0%減碼歷史
Vanguard S&P 500 ETF922908363ETF44,127$2,268 萬1.1%+2,773+6.7%加碼–
Vanguard Dividend Appreciation ETF921908844ETF104,519$2,028 萬1.0%+9,343+9.8%加碼–
Schwab US Dividend Equity ETF808524797ETF707,556$1,978 萬1.0%−366,477−34.1%減碼–
GOOGLAlphabet Inc.Stock117,447$1,816 萬0.9%−16,630−12.4%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF238,597$1,805 萬0.9%+1,245+0.5%加碼–
JPMJPMorgan Chase & CoStock64,788$1,589 萬0.8%−13,743−17.5%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF254,721$1,486 萬0.8%−271,947−51.6%減碼–
COSTCostco Wholesale CorpStock15,615$1,477 萬0.7%−803−4.9%減碼歷史
CATCaterpillar IncStock44,777$1,477 萬0.7%−14,239−24.1%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF70,841$1,463 萬0.7%−9,432−11.7%減碼–
iShares Tr464288414NATIONAL MUN ETF130,175$1,373 萬0.7%+21,509+19.8%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF47,304$1,300 萬0.7%−458−1.0%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF99,860$1,288 萬0.7%−34,289−25.6%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF481,342$1,279 萬0.6%+4,337+0.9%加碼–
TSLATesla, Inc.Stock48,804$1,265 萬0.6%−502−1.0%減碼歷史
iShares Core MSCI Europe ETF46434V738ETF206,321$1,241 萬0.6%+206,321新進–
Dimensional U.S. Core Equity 2 ETF25434V708ETF370,613$1,223 萬0.6%−21,794−5.6%減碼–
BRK.BBerkshire Hathaway IncStock22,531$1,200 萬0.6%−2,750−10.9%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF152,076$1,121 萬0.6%+7,499+5.2%加碼–
ABBVAbbVie Inc.Stock53,458$1,120 萬0.6%+10,856+25.5%加碼歷史
METAMeta Platforms, Inc.Stock19,081$1,100 萬0.6%−4,040−17.5%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 125,810$1,084 萬0.5%+13,554+110.6%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF174,631$1,079 萬0.5%+47,743+37.6%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF72,799$1,063 萬0.5%+5,151+7.6%加碼–
iShares Russell 2000 ETF464287655ETF53,161$1,061 萬0.5%+109+0.2%加碼–
iShares S&P 500 Growth ETF464287309ETF113,420$1,053 萬0.5%+75,118+196.1%加碼–
PANWPalo Alto Networks IncStock61,058$1,042 萬0.5%−19,450−24.2%減碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF408,839$1,028 萬0.5%+106,047+35.0%加碼–
CVXChevron CorpStock61,381$1,027 萬0.5%−898−1.4%減碼歷史
AVGOBroadcom Inc.Stock61,265$1,026 萬0.5%−42,154−40.8%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM175,856$1,005 萬0.5%−172,945−49.6%減碼–
PODDInsulet CorpStock38,229$1,004 萬0.5%−27,540−41.9%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF396,448$992.7 萬0.5%−5,993−1.5%減碼–
PGProcter & Gamble CoStock57,972$988.0 萬0.5%−2,625−4.3%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF192,475$978.4 萬0.5%+4,157+2.2%加碼–
GLDSPDR Gold TrustETF33,219$957.2 萬0.5%−2,224−6.3%減碼歷史
URIUnited Rentals, Inc.COM15,157$949.9 萬0.5%−72−0.5%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF93,653$926.4 萬0.5%+27,934+42.5%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF202,370$915.9 萬0.5%−8,451−4.0%減碼–
LLYEli Lilly & CoStock10,977$906.6 萬0.5%−539−4.7%減碼歷史
VVisa Inc.Stock25,267$885.5 萬0.4%−3,283−11.5%減碼歷史
AVOMission Produce, Inc.COM841,000$881.4 萬0.4%00.0%不變歷史
CRWDCrowdStrike Holdings, Inc.Stock23,778$838.4 萬0.4%−7,860−24.8%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF101,165$827.1 萬0.4%−347−0.3%減碼–
iShares Tr46429B655FLTG RATE NT ETF162,000$827.0 萬0.4%+148,451+1,095.7%加碼–
MAMastercard IncStock14,978$821.0 萬0.4%−462−3.0%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF74,792$812.9 萬0.4%+5,988+8.7%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS136,873$803.3 萬0.4%+36,838+36.8%加碼–
iShares Tr464287622RUS 1000 ETF25,512$782.6 萬0.4%+2,171+9.3%加碼–
HONHoneywell International IncCOM36,782$778.9 萬0.4%+2,076+6.0%加碼歷史
Cyberark Software LtdM2682V108SHS22,177$749.6 萬0.4%−368−1.6%減碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF290,313$741.5 萬0.4%−11,476−3.8%減碼–
FTNTFortinet, Inc.Stock73,697$709.4 萬0.4%−5,990−7.5%減碼歷史
HDHome Depot, Inc.Stock19,242$705.2 萬0.4%−832−4.1%減碼歷史
KOCoca Cola CoStock97,771$700.3 萬0.4%+45,663+87.6%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF74,821$699.2 萬0.4%+677+0.9%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF26,897$695.6 萬0.4%−499−1.8%減碼–
iShares Tr464288646ISHS 1-5YR INVS130,755$684.8 萬0.3%+100,044+325.8%加碼–
iShares Tr464288158SHRT NAT MUN ETF64,674$683.0 萬0.3%−18,326−22.1%減碼–
iShares Core S&P Small Cap ETF464287804ETF62,725$655.9 萬0.3%−5,550−8.1%減碼–
Vanguard Total Bond Market ETF921937835ETF88,297$648.5 萬0.3%+5,537+6.7%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT36,857$638.5 萬0.3%−16,784−31.3%減碼–
Schwab U.S. Small-Cap ETF808524607ETF271,285$635.6 萬0.3%−1030.0%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS104,838$622.7 萬0.3%+130+0.1%加碼–
iShares Tr4642874571 3 YR TREAS BD75,064$621.0 萬0.3%−21,798−22.5%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD76,897$607.0 萬0.3%+2,294+3.1%加碼–
FBTCFidelity Wise Origin Bitcoin FundSHS84,130$605.5 萬0.3%+1,557+1.9%加碼歷史
XOMExxonMobil Holdings CorpCOM50,245$597.6 萬0.3%−1,644−3.2%減碼歷史
ACNAccenture plcStock18,470$576.3 萬0.3%+1,885+11.4%加碼歷史
iShares MSCI Eafe ETF464287465ETF69,183$565.4 萬0.3%+6,313+10.0%加碼–
WMTWalmart Inc.Stock64,245$564.0 萬0.3%−2,086−3.1%減碼歷史
RELYRemitly Global, Inc.COM269,495$560.5 萬0.3%00.0%不變歷史
iShares Tr464288588MBS ETF59,254$555.7 萬0.3%+23,717+66.7%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF186,997$555.2 萬0.3%+9,753+5.5%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF207,718$544.2 萬0.3%−6,397−3.0%減碼–
PEPPepsiCo IncStock35,757$536.1 萬0.3%+18,489+107.1%加碼歷史
JNJJohnson & JohnsonStock31,976$530.3 萬0.3%+4,745+17.4%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP134,817$513.4 萬0.3%−3,030−2.2%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW85,152$509.5 萬0.3%+20,470+31.6%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF83,870$508.8 萬0.3%+1,124+1.4%加碼–
EQIXEquinix IncCOM5,991$488.5 萬0.2%−156−2.5%減碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF201,743$488.4 萬0.2%+45,768+29.3%加碼–
iShares Select Dividend ETF464287168ETF35,752$480.1 萬0.2%−14,003−28.1%減碼–
Vanguard Short-Term Bond ETF921937827ETF60,896$476.7 萬0.2%−908−1.5%減碼–
UNPUnion Pacific CorpStock20,169$476.5 萬0.2%−2,401−10.6%減碼歷史
UNHUnitedHealth Group IncStock9,051$474.0 萬0.2%−580−6.0%減碼歷史
NFLXNetflix IncStock5,073$473.1 萬0.2%−2,310−31.3%減碼歷史
MOAltria Group, Inc.Stock78,346$470.2 萬0.2%+47,277+152.2%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL62,697$468.5 萬0.2%−4,621−6.9%減碼–

選擇權(7 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 2025 年第 1 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock–$233.0 萬
Invesco QQQ Trust Series I46090E103ETF–$140.7 萬
LLYEli Lilly & CoStock–$123.9 萬
VanEck ETF Trust92189F106GOLD MINERS ETF–$41.4 萬
COPConocoPhillipsStock$5.25 萬–
BABAAlibaba Group Holding LtdADR–$2.64 萬
SLViShares Silver TrustETF–$1.55 萬

2024 年第 4 季之後清倉(73 檔)

2024 年第 4 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 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
MTNVail Resorts IncCOM19,399$363.7 萬0.2%歷史
iShares Tr464287713US TELECOM ETF51,884$139.2 萬0.1%–
iShares Semiconductor ETF464287523ETF6,422$138.4 萬0.1%–
ETREntergy CorpCOM18,228$138.2 萬0.1%歷史
iShares Tr464287788U.S. FINLS ETF12,260$135.6 萬0.1%–
HPQHP IncStock27,836$90.8 萬<0.1%歷史
ProShares Tr74347R404PSHS ULT MCAP40011,447$77.7 萬<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF29,494$74.5 萬<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS27,852$71.7 萬<0.1%歷史
UVXYProShares Trust IIULTRA VIX SHORT34,500$71.5 萬<0.1%歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,355$66.0 萬<0.1%–
GTESGates Industrial Corp Ltd.ORD SHS31,585$65.0 萬<0.1%歷史
JLLJones Lang Lasalle IncCOM2,347$59.4 萬<0.1%歷史
SLGNSilgan Holdings IncCOM10,477$54.5 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF8,247$53.9 萬<0.1%–
iShares Tr46435G219INVT GRAD SY ETF12,105$53.7 萬<0.1%–
ProShares Ultrapro Short S&P50074349Y845ETF23,500$52.9 萬<0.1%–
LDOSLeidos Holdings, Inc.COM3,642$52.5 萬<0.1%歷史
XYZBlock, Inc.CL A6,068$51.6 萬<0.1%歷史
BTGB2GOLD CorpCOM203,500$49.7 萬<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF7,154$48.0 萬<0.1%–
iShares Tr46435G268RUSEL 2500 ETF6,894$46.9 萬<0.1%–
CMCCommercial Metals CoStock8,972$44.5 萬<0.1%歷史
CGAUCenterra Gold Inc.COM69,600$39.6 萬<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF7,597$39.4 萬<0.1%–
OCSLOaktree Specialty Lending CorpCOM22,855$34.9 萬<0.1%歷史
CCJCameco CorpStock6,460$33.2 萬<0.1%歷史
GFIGold Fields LtdSPONSORED ADR25,072$33.1 萬<0.1%歷史
NVONovo Nordisk A SADR3,791$32.6 萬<0.1%歷史
RRXRegal Rexnord CorpCOM2,057$31.9 萬<0.1%歷史
IONQIonQ, Inc.COM7,576$31.6 萬<0.1%歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,945$30.4 萬<0.1%–
SPDR Series Trust78464A607ST STR DOW REIT3,047$30.1 萬<0.1%–
GOLFAcushnet Holdings Corp.COM4,047$28.8 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE3,737$28.5 萬<0.1%–
AHRAmerican Healthcare REIT, Inc.COM SHS9,888$28.1 萬<0.1%歷史
Etfis Ser Tr I26923G806VIRTUS REAVES UT4,406$28.1 萬<0.1%–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD3,655$27.3 萬<0.1%–
Invesco S&P 500 Quality ETF46137V241ETF4,002$26.8 萬<0.1%–
CRICarters IncCOM4,796$26.0 萬<0.1%歷史
DXCMDexcom IncCOM3,275$25.5 萬<0.1%歷史
OMCOmnicom Group Inc.COM2,945$25.3 萬<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS4,459$25.2 萬<0.1%–
FDXFedEx CorpStock879$24.7 萬<0.1%歷史
ARMArm Holdings PLCADR2,002$24.7 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A967$24.0 萬<0.1%歷史
BAHBooz Allen Hamilton Holding CorpCL A1,857$23.9 萬<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock1,650$23.6 萬<0.1%歷史
CHWYChewy, Inc.CL A7,021$23.5 萬<0.1%歷史
CPRTCopart IncCOM4,058$23.3 萬<0.1%歷史
Vanguard BD Index FDS921937793LONG TERM BOND3,392$23.2 萬<0.1%–
RJFRaymond James Financial IncCOM1,494$23.2 萬<0.1%歷史
OCOwens CorningStock1,361$23.2 萬<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF5,502$23.0 萬<0.1%–
MARMarriott International IncStock805$22.5 萬<0.1%歷史
OMFOneMain Holdings, Inc.COM4,236$22.1 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW3,865$21.9 萬<0.1%歷史
ProShares Tr74347G135ULTRAPRO SRT DOW4,300$21.8 萬<0.1%–
Victory Portfolios II92647N667VICSHS DV AC ETF4,258$21.6 萬<0.1%–
DBXDropbox, Inc.CL A7,105$21.3 萬<0.1%歷史
EWEdwards Lifesciences CorpStock2,873$21.3 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF8,159$20.8 萬<0.1%–
MLMMartin Marietta Materials IncCOM402$20.8 萬<0.1%歷史
STTState Street CorpCOM2,107$20.7 萬<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF2,281$20.5 萬<0.1%–
ProShares Tr74347B680S&P MDCP 400 DIV2,538$20.5 萬<0.1%–
RMDResmed IncCOM890$20.4 萬<0.1%歷史
ADSKAutodesk, Inc.COM686$20.3 萬<0.1%歷史
PEverpure, Inc.CL A3,284$20.2 萬<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM340$20.1 萬<0.1%歷史
ACVAACV Auctions Inc.COM CL A9,266$20.0 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF16,344$18.6 萬<0.1%–
PRCHPorch Group, Inc.COM15,915$7.83 萬<0.1%歷史