Integrated Advisors Network LLC
- SEC CIK
- 0001660177
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 737
- 較 2025 年第 1 季 +34
- 總值
- $22.1 億
- 較 2025 年第 1 季 +$2.37 億 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 18,244 | $404.8 萬 | 0.2% | −39−0.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 55,724 | $405.8 萬 | 0.2% | −6,973−11.1% | 減碼 | – |
| VSTVistra Corp. | Stock | 21,240 | $411.7 萬 | 0.2% | +18,632+714.4% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 30,438 | $411.8 萬 | 0.2% | −2,000−6.2% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 107,550 | $430.4 萬 | 0.2% | +66,700+163.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 55,768 | $431.1 萬 | 0.2% | −1,521−2.7% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 19,789 | $432.4 萬 | 0.2% | +14,216+255.1% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 66,399 | $435.0 萬 | 0.2% | +2,625+4.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 178,884 | $437.2 萬 | 0.2% | −13,458−7.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 72,954 | $437.9 萬 | 0.2% | +225+0.3% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 74,992 | $439.7 萬 | 0.2% | −3,354−4.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 18,595 | $442.6 萬 | 0.2% | +13,035+234.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 28,487 | $444.3 萬 | 0.2% | +1,320+4.9% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 178,425 | $449.3 萬 | 0.2% | −230,414−56.4% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 49,703 | $453.5 萬 | 0.2% | −6,654−11.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 48,906 | $459.2 萬 | 0.2% | −10,348−17.5% | 減碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 96,290 | $460.7 萬 | 0.2% | +8,907+10.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,868 | $461.5 萬 | 0.2% | −818−7.0% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 14,364 | $463.6 萬 | 0.2% | +10,935+318.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 35,371 | $469.8 萬 | 0.2% | −381−1.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 59,915 | $471.5 萬 | 0.2% | −981−1.6% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 51,576 | $493.9 萬 | 0.2% | +17,535+51.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 28,028 | $497.2 萬 | 0.2% | +1,386+5.2% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 95,104 | $501.8 萬 | 0.2% | −35,651−27.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 32,930 | $503.0 萬 | 0.2% | +954+3.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 6,334 | $503.8 萬 | 0.2% | +343+5.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 23,684 | $503.9 萬 | 0.2% | +19,509+467.3% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 269,495 | $505.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 50,969 | $513.2 萬 | 0.2% | +30,045+143.6% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 13,440 | $514.9 萬 | 0.2% | +7,672+133.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 25,946 | $538.7 萬 | 0.2% | +1,471+6.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 23,243 | $541.3 萬 | 0.2% | −13,539−36.8% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 41,412 | $550.9 萬 | 0.2% | +24,928+151.2% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 45,172 | $553.8 萬 | 0.3% | +39,732+730.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,652 | $558.8 萬 | 0.3% | +9,872+170.8% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 114,254 | $560.2 萬 | 0.3% | +49,185+75.6% | 加碼 | – |
| CCJCameco Corp | Stock | 75,519 | $560.6 萬 | 0.3% | +75,519 | 新進 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 139,675 | $561.9 萬 | 0.3% | +4,858+3.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 84,990 | $571.3 萬 | 0.3% | +1,120+1.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 53,304 | $574.6 萬 | 0.3% | +3,059+6.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 68,001 | $576.7 萬 | 0.3% | −6,820−9.1% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,572 | $579.2 萬 | 0.3% | +13,522+112.2% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 81,134 | $584.1 萬 | 0.3% | +9,005+12.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 185,356 | $589.4 萬 | 0.3% | −1,641−0.9% | 減碼 | – |
| MRVLMarvell Technology, Inc. | COM | 76,903 | $595.2 萬 | 0.3% | +73,088+1,915.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 99,967 | $597.9 萬 | 0.3% | −4,871−4.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 72,592 | $601.5 萬 | 0.3% | −2,472−3.3% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 75,634 | $610.0 萬 | 0.3% | +45,796+153.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 26,119 | $619.0 萬 | 0.3% | +5,099+24.3% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 211,074 | $619.9 萬 | 0.3% | +3,356+1.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 70,442 | $647.9 萬 | 0.3% | +27,713+64.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 65,354 | $648.3 萬 | 0.3% | −28,299−30.2% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 6,202 | $650.7 萬 | 0.3% | +2,939+90.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,843 | $654.2 萬 | 0.3% | −1,399−7.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 109,706 | $656.8 萬 | 0.3% | +24,554+28.8% | 加碼 | – |
| CVXChevron Corp | Stock | 46,179 | $661.2 萬 | 0.3% | −15,202−24.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 266,923 | $675.3 萬 | 0.3% | −4,362−1.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 61,989 | $677.5 萬 | 0.3% | −736−1.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 69,477 | $679.3 萬 | 0.3% | +5,232+8.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 36,831 | $683.7 萬 | 0.3% | −16,627−31.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 145,421 | $688.1 萬 | 0.3% | +47,723+48.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 93,548 | $688.8 萬 | 0.3% | +5,251+5.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,209 | $697.5 萬 | 0.3% | +136+2.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 272,936 | $698.7 萬 | 0.3% | −17,377−6.0% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 74,591 | $701.1 萬 | 0.3% | −9,539−11.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 102,164 | $708.8 萬 | 0.3% | +40,102+64.6% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 66,288 | $726.6 萬 | 0.3% | −8,504−11.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 45,723 | $728.5 萬 | 0.3% | −12,249−21.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 125,747 | $739.1 萬 | 0.3% | −11,126−8.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,440 | $739.9 萬 | 0.3% | −457−1.7% | 減碼 | – |
| SHOPShopify Inc. | Stock | 64,333 | $742.1 萬 | 0.3% | +48,908+317.1% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 80,249 | $743.3 萬 | 0.3% | +41,636+107.8% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 10,669 | $755.1 萬 | 0.3% | +4,992+87.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 35,456 | $770.6 萬 | 0.3% | +14,863+72.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 71,395 | $786.1 萬 | 0.4% | −42,025−37.1% | 減碼 | – |
| MSMorgan Stanley | Stock | 57,089 | $804.2 萬 | 0.4% | +28,093+96.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 97,879 | $811.6 萬 | 0.4% | −3,286−3.2% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 160,009 | $812.0 萬 | 0.4% | −637,343−79.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 156,377 | $818.9 萬 | 0.4% | +66,858+74.7% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 81,180 | $858.2 萬 | 0.4% | +7,483+10.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 15,411 | $866.0 萬 | 0.4% | +433+2.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 25,657 | $871.2 萬 | 0.4% | +145+0.6% | 加碼 | – |
| VVisa Inc. | Stock | 24,728 | $878.0 萬 | 0.4% | −539−2.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 157,868 | $900.0 萬 | 0.4% | −34,607−18.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 11,760 | $916.7 萬 | 0.4% | +783+7.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 68,537 | $923.8 萬 | 0.4% | −4,262−5.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 117,149 | $931.3 萬 | 0.4% | +40,252+52.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 105,761 | $945.4 萬 | 0.4% | +36,578+52.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 43,652 | $954.4 萬 | 0.4% | +20,403+87.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 198,651 | $982.5 萬 | 0.4% | −3,719−1.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 45,658 | $985.2 萬 | 0.4% | −7,503−14.1% | 減碼 | – |
| AVOMission Produce, Inc. | COM | 841,040 | $985.7 萬 | 0.4% | +400.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 94,218 | $1,002 萬 | 0.5% | +29,544+45.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 158,002 | $1,010 萬 | 0.5% | −16,629−9.5% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 387,017 | $1,071 萬 | 0.5% | −94,325−19.6% | 減碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 27,135 | $1,104 萬 | 0.5% | +4,958+22.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 36,324 | $1,107 萬 | 0.5% | +3,105+9.3% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 139,631 | $1,119 萬 | 0.5% | −12,445−8.2% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 15,320 | $1,154 萬 | 0.5% | +163+1.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 64,360 | $1,170 萬 | 0.5% | +27,503+74.6% | 加碼 | – |
選擇權（4 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。
2025 年第 1 季之後清倉（59 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSNTyson Foods, Inc. | Stock | 55,419 | $353.6 萬 | 0.2% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 38,454 | $304.5 萬 | 0.2% | 歷史 |
| OGSONE Gas, Inc. | COM | 39,066 | $295.3 萬 | 0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 78,170 | $283.2 萬 | 0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 10,619 | $227.9 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 46,038 | $188.6 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,039 | $162.4 萬 | 0.1% | – |
| ProShares Tr74349Y837 | SHORT QQQ | 28,025 | $113.9 萬 | 0.1% | – |
| AGQProShares Trust II | ULTRA SILVER NEW | 22,700 | $104.8 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 60,144 | $95.9 萬 | <0.1% | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 31,025 | $79.3 萬 | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 4,985 | $78.5 萬 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 3,696 | $77.3 萬 | <0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 14,816 | $69.8 萬 | <0.1% | – |
| SKXSkechers USA Inc | CL A | 10,455 | $59.4 萬 | <0.1% | 歷史 |
| REGRegency Centers Corp | COM | 8,043 | $59.3 萬 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 50,524 | $58.8 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 6,027 | $52.9 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 2,556 | $43.6 萬 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 4,148 | $41.0 萬 | <0.1% | – |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 12,256 | $39.2 萬 | <0.1% | – |
| HESHess Corp | Stock | 2,392 | $38.2 萬 | <0.1% | 歷史 |
| SBACSba Communications Corp | CL A | 1,546 | $34.0 萬 | <0.1% | 歷史 |
| YELPYelp Inc | CL A | 9,080 | $33.6 萬 | <0.1% | 歷史 |
| HLHecla Mining Co | COM | 59,500 | $33.1 萬 | <0.1% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 2,690 | $32.2 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 8,534 | $31.9 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 7,036 | $30.5 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,387 | $28.5 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 5,831 | $28.4 萬 | <0.1% | – |
| LULUlululemon athletica inc. | Stock | 980 | $27.7 萬 | <0.1% | 歷史 |
| ProShares Tr74349Y811 | ULTRA ETHER ETF | 54,173 | $27.5 萬 | <0.1% | – |
| DECKDeckers Outdoor Corp | COM | 2,436 | $27.2 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 3,622 | $27.1 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 23,811 | $26.7 萬 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 5,644 | $26.5 萬 | <0.1% | – |
| TGNATegna Inc | COM | 14,523 | $26.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 6,909 | $26.4 萬 | <0.1% | – |
| HQYHealthequity, Inc. | COM | 2,936 | $25.9 萬 | <0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 1,367 | $25.6 萬 | <0.1% | 歷史 |
| DOLEDole plc | ORD SHS | 17,531 | $25.3 萬 | <0.1% | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,657 | $25.0 萬 | <0.1% | – |
| EMDWestern Asset Emerging Markets Debt Fund Inc. | COM | 24,500 | $24.2 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 1,088 | $24.0 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 5,105 | $24.0 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,174 | $23.9 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 5,466 | $22.5 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,217 | $22.3 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,213 | $22.2 萬 | <0.1% | – |
| STWDStarwood Property Trust, Inc. | COM | 11,156 | $22.1 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,063 | $21.3 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,206 | $20.8 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,449 | $20.6 萬 | <0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 4,039 | $20.6 萬 | <0.1% | 歷史 |
| PUMPProPetro Holding Corp. | COM | 25,748 | $18.9 萬 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 14,042 | $14.9 萬 | <0.1% | 歷史 |
| SSRMSSR Mining Inc. | Stock | 13,200 | $13.2 萬 | <0.1% | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 12,331 | $6.86 萬 | <0.1% | 歷史 |
| DPRODraganfly Inc. | COM | 10,000 | $2.74 萬 | <0.1% | 歷史 |