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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 405,091 | $1,183 萬 | 0.5% | +8,643+2.2% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 41,733 | $1,191 萬 | 0.5% | +39,473+1,746.6% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 87,929 | $1,199 萬 | 0.5% | +55,447+170.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 24,865 | $1,208 萬 | 0.5% | +2,334+10.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 23,869 | $1,216 萬 | 0.5% | +91+0.4% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 40,458 | $1,271 萬 | 0.6% | +2,229+5.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 62,529 | $1,280 萬 | 0.6% | +1,471+2.4% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 199,161 | $1,318 萬 | 0.6% | −7,160−3.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 374,658 | $1,343 萬 | 0.6% | +4,045+1.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 221,335 | $1,373 萬 | 0.6% | −33,386−13.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 135,969 | $1,421 萬 | 0.6% | +5,794+4.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 48,462 | $1,473 萬 | 0.7% | +1,158+2.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 20,545 | $1,516 萬 | 0.7% | +1,464+7.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 755,333 | $1,562 萬 | 0.7% | +755,333 | 新進 | – |
| TSLATesla, Inc. | Stock | 49,594 | $1,575 萬 | 0.7% | +790+1.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 281,896 | $1,603 萬 | 0.7% | +106,040+60.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 120,233 | $1,603 萬 | 0.7% | +20,373+20.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 16,198 | $1,603 萬 | 0.7% | +583+3.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 62,274 | $1,805 萬 | 0.8% | −2,514−3.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 46,879 | $1,820 萬 | 0.8% | +2,102+4.7% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 195,674 | $1,852 萬 | 0.8% | +175,357+863.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 74,490 | $1,886 萬 | 0.9% | +3,649+5.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 723,110 | $1,916 萬 | 0.9% | +15,554+2.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 112,861 | $1,989 萬 | 0.9% | −4,586−3.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 241,194 | $2,013 萬 | 0.9% | +2,597+1.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 104,010 | $2,129 萬 | 1.0% | −509−0.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 95,587 | $2,635 萬 | 1.2% | +34,322+56.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 53,039 | $2,926 萬 | 1.3% | −8,290−13.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 54,708 | $3,108 萬 | 1.4% | +10,581+24.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 144,518 | $3,171 萬 | 1.4% | +4,064+2.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 220,210 | $3,294 萬 | 1.5% | +16,956+8.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 80,070 | $3,983 萬 | 1.8% | −2,104−2.6% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 440,468 | $4,040 萬 | 1.8% | +34,189+8.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 318,744 | $5,036 萬 | 2.3% | +19,089+6.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 245,955 | $5,046 萬 | 2.3% | +371+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 122,055 | $7,541 萬 | 3.4% | −41,564−25.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 163,252 | $1.01 億 | 4.6% | −14,563−8.2% | 減碼 | – |
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 |