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Integrated Advisors Network LLC

SEC CIK
0001660177
最新申報
2026/8/11

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/28 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
687
較 2025 年第 4 季 −17
總值
$19.1 億
較 2025 年第 4 季 −$3.53 億 (−15.6%)
申報日
2026/4/28
SEC
Integrated Advisors Network LLC 在 2026 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 ETF464287200ETF141,684$9,255 萬4.9%−33,232−19.0%減碼–
SPYSPDR S&P 500 ETF TrustETF89,222$5,802 萬3.0%−28,549−24.2%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF569,175$5,216 萬2.7%+269,448+89.9%加碼–
AAPLApple Inc.Stock198,303$5,033 萬2.6%−35,764−15.3%減碼歷史
NVDANVIDIA CorpStock212,423$3,705 萬1.9%−64,136−23.2%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF456,042$3,123 萬1.6%+75,083+19.7%加碼–
CATCaterpillar IncStock42,672$3,023 萬1.6%−2,990−6.5%減碼歷史
Invesco QQQ Trust Series I46090E103ETF47,919$2,766 萬1.5%−8,915−15.7%減碼–
Vanguard S&P 500 ETF922908363ETF44,224$2,643 萬1.4%−7,425−14.4%減碼–
MSFTMicrosoft CorpStock68,941$2,552 萬1.3%−14,073−17.0%減碼歷史
GOOGLAlphabet Inc.Stock86,548$2,489 萬1.3%−33,640−28.0%減碼歷史
AMZNAmazon Com IncStock111,377$2,320 萬1.2%−33,274−23.0%減碼歷史
BXBlackstone Inc.COM193,739$2,228 萬1.2%−26,037−11.8%減碼歷史
Schwab US Dividend Equity ETF808524797ETF644,310$1,977 萬1.0%−157,211−19.6%減碼–
iShares Core MSCI Eafe ETF46432F842ETF200,468$1,815 萬1.0%−43,235−17.7%減碼–
AVGOBroadcom Inc.Stock54,406$1,684 萬0.9%−11,715−17.7%減碼歷史
iShares Russell 2000 ETF464287655ETF66,954$1,660 萬0.9%+22,063+49.1%加碼–
JPMJPMorgan Chase & CoStock51,445$1,513 萬0.8%−4,486−8.0%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF371,740$1,445 萬0.8%+5,215+1.4%加碼–
PANWPalo Alto Networks IncStock87,716$1,406 萬0.7%−1,239−1.4%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF62,832$1,351 萬0.7%−40,314−39.1%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF183,295$1,238 萬0.6%−22,761−11.0%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF82,719$1,225 萬0.6%−22,127−21.1%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF91,108$1,211 萬0.6%−83,305−47.8%減碼–
CRWDCrowdStrike Holdings, Inc.Stock30,590$1,194 萬0.6%−1,032−3.3%減碼歷史
iShares Tr464288414NATIONAL MUN ETF112,322$1,192 萬0.6%−60,291−34.9%減碼–
URIUnited Rentals, Inc.COM16,162$1,177 萬0.6%+269+1.7%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF36,574$1,173 萬0.6%−16,815−31.5%減碼–
COSTCostco Wholesale CorpStock11,623$1,158 萬0.6%−4,444−27.7%減碼歷史
TSLATesla, Inc.Stock30,633$1,139 萬0.6%−7,980−20.7%減碼歷史
GLDSPDR Gold TrustETF26,416$1,137 萬0.6%−17,565−39.9%減碼歷史
ProShares Tr74350P667ULTRASHRT S&P500150,056$1,129 萬0.6%+139,424+1,311.4%加碼–
AVOMission Produce, Inc.COM813,040$1,119 萬0.6%−3,000−0.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF172,664$1,106 萬0.6%+8,586+5.2%加碼–
CVXChevron CorpStock51,642$1,068 萬0.6%+10,111+24.3%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP226,160$1,049 萬0.6%−5,111−2.2%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF34,611$1,034 萬0.5%+124+0.4%加碼–
ABBVAbbVie Inc.Stock47,509$1,033 萬0.5%+11,057+30.3%加碼歷史
LLYEli Lilly & CoStock10,917$1,004 萬0.5%−2,740−20.1%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF99,329$986.0 萬0.5%−3,120−3.0%減碼–
BRK.BBerkshire Hathaway IncStock19,350$927.3 萬0.5%−4,380−18.5%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF167,152$903.5 萬0.5%−15,452−8.5%減碼–
ProShares Tr74348A467S&P 500 DV ARIST84,847$899.5 萬0.5%+26,009+44.2%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW149,544$894.0 萬0.5%+22,139+17.4%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT46,399$890.5 萬0.5%−39,148−45.8%減碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS148,484$869.2 萬0.5%+4,507+3.1%加碼–
iShares S&P 500 Value ETF464287408ETF40,873$863.0 萬0.5%+15,887+63.6%加碼–
iShares S&P 500 Growth ETF464287309ETF75,710$856.4 萬0.4%+6,826+9.9%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF102,767$850.4 萬0.4%−1,743−1.7%減碼–
GLDMWorld Gold TrustSPDR GLD MINIS90,138$835.5 萬0.4%+15,976+21.5%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF272,081$829.8 萬0.4%−90,884−25.0%減碼–
BTUPeabody Energy CorpCOM250,758$826.2 萬0.4%+15,217+6.5%加碼歷史
FTNTFortinet, Inc.Stock100,445$820.8 萬0.4%+2,339+2.4%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF265,280$772.8 萬0.4%−101,345−27.6%減碼–
GOOGAlphabet Inc.Stock26,585$762.6 萬0.4%−2,002−7.0%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD96,124$762.0 萬0.4%−32,721−25.4%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF51,594$756.4 萬0.4%−39,068−43.1%減碼–
JNJJohnson & JohnsonStock30,779$752.4 萬0.4%+237+0.8%加碼歷史
PGProcter & Gamble CoStock51,841$748.8 萬0.4%+9,522+22.5%加碼歷史
METAMeta Platforms, Inc.Stock13,038$746.0 萬0.4%−7,780−37.4%減碼歷史
XOMExxonMobil Holdings CorpCOM43,607$739.8 萬0.4%−634−1.4%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY71,258$717.3 萬0.4%+14,425+25.4%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF209,688$712.3 萬0.4%+3,100+1.5%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD141,522$706.1 萬0.4%−17,507−11.0%減碼–
MRKMerck & Co., Inc.Stock58,444$703.0 萬0.4%−1,322−2.2%減碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF271,425$695.4 萬0.4%−1,958−0.7%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS115,115$685.5 萬0.4%+3,870+3.5%加碼–
CSCOCisco Systems, Inc.Stock87,031$675.3 萬0.4%−6,903−7.3%減碼歷史
AMGNAmgen IncStock18,941$666.4 萬0.3%+6,356+50.5%加碼歷史
VVisa Inc.Stock21,923$662.6 萬0.3%−3,746−14.6%減碼歷史
iShares Tr46435U853BROAD USD HIGH179,847$662.6 萬0.3%+34,940+24.1%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF86,854$652.3 萬0.3%+1,760+2.1%加碼–
WMTWalmart Inc.Stock52,104$647.5 萬0.3%−9,891−16.0%減碼歷史
ELANElanco Animal Health IncCOM264,076$631.9 萬0.3%+264,076新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,501$625.2 萬0.3%−4,406−19.2%減碼歷史
iShares Russell Midcap ETF464287499ETF63,482$617.2 萬0.3%−2,222−3.4%減碼–
ETHEGrayscale Ethereum Staking ETFETF358,249$611.5 萬0.3%+210,612+142.7%加碼歷史
MAMastercard IncStock11,767$587.9 萬0.3%−1,377−10.5%減碼歷史
BlackRock ETF Trust09290C764ISHA IN CTRY ETF181,308$583.0 萬0.3%+181,308新進–
Vanguard Morningstar Mid-Cap ETF922908629ETF20,143$578.5 萬0.3%−4,034−16.7%減碼–
GSGoldman Sachs Group IncStock6,794$574.7 萬0.3%+1,073+18.8%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT98,446$572.8 萬0.3%+21,270+27.6%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF21,856$572.5 萬0.3%+709+3.4%加碼–
NFLXNetflix IncStock58,995$567.2 萬0.3%+1,956+3.4%加碼歷史
PODDInsulet CorpStock26,729$560.9 萬0.3%−19,238−41.9%減碼歷史
KOCoca Cola CoStock73,194$556.7 萬0.3%−4,829−6.2%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF52,262$556.6 萬0.3%−35,681−40.6%減碼–
IDXXIDEXX Laboratories IncCOM9,792$550.2 萬0.3%+9,454+2,797.0%加碼歷史
NEENextera Energy IncStock58,680$545.0 萬0.3%+24,699+72.7%加碼歷史
PEPPepsiCo IncStock34,815$540.6 萬0.3%+1,948+5.9%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF76,290$532.1 萬0.3%−2,909−3.7%減碼–
Cambria ETF Tr132061201SHSHLD YIELD ETF69,856$526.8 萬0.3%+30,883+79.2%加碼–
AMDAdvanced Micro Devices IncStock25,359$515.9 萬0.3%−958−3.6%減碼歷史
HDHome Depot, Inc.Stock15,658$515.0 萬0.3%−985−5.9%減碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF42,524$503.7 萬0.3%+42,524新進–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF50,002$503.1 萬0.3%+50,002新進–
SPGSimon Property Group Inc.REIT26,651$497.1 萬0.3%+7,434+38.7%加碼歷史
HONHoneywell International IncCOM21,785$492.4 萬0.3%+388+1.8%加碼歷史
iShares Tr464288513IBOXX HI YD ETF61,274$487.5 萬0.3%−20,917−25.4%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF98,711$487.3 萬0.3%−22,892−18.8%減碼–

選擇權(3 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 2026 年第 1 季的選擇權部位
證券類別賣權買權
BABAAlibaba Group Holding LtdADR–$6.27 萬
NVDANVIDIA CorpStock–$1.74 萬
DELLDell Technologies Inc.Stock–$1.64 萬

2025 年第 4 季之後清倉(108 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 108 檔。

Integrated Advisors Network LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Vanguard Whitehall FDS921946794INTL HIGH ETF149,486$1,345 萬0.6%–
EQIXEquinix IncCOM7,981$611.5 萬0.3%歷史
Schwab Strategic Tr808524862SHT TM US TRES153,561$374.2 萬0.2%–
RELYRemitly Global, Inc.COM269,415$371.8 萬0.2%歷史
iShares Inc464286319EM MKTS DIV ETF108,421$337.8 萬0.1%–
iShares Tr464287689RUSSELL 3000 ETF8,223$318.1 萬0.1%–
RFRegions Financial CorpCOM108,617$294.4 萬0.1%歷史
CRCLCircle Internet Group, Inc.COM CL A37,078$294.0 萬0.1%歷史
Vanguard World FD921910873MEGA CAP INDEX9,602$241.2 萬0.1%–
iShares Tr464287713US TELECOM ETF69,072$234.2 萬0.1%–
Profesionally Managed Portfo74316P579AKRE FOCUS ETF35,716$234.0 萬0.1%–
First Tr Exchange-Traded FD33738D762COML MTG OPPORTU67,470$138.3 萬0.1%–
WisdomTree Tr97717W851JAPN HEDGE EQT8,904$128.4 萬0.1%–
ADSKAutodesk, Inc.COM4,112$121.7 萬0.1%歷史
VNOMViper Energy, Inc.CL A30,033$116.0 萬0.1%歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY29,254$110.8 萬<0.1%–
Dimensional ETF Trust25434V831US HIGH PROF ETF27,561$104.8 萬<0.1%–
Fidelity Covington Trust316092386STOCK FOR INFL20,605$102.0 萬<0.1%–
BlackRock ETF Trust09290C723DYNAMIC EQTY ACT39,799$101.9 萬<0.1%–
American Centy ETF Tr025072877US SML CP VALU9,349$95.3 萬<0.1%–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF35,714$83.6 萬<0.1%–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL16,185$82.4 萬<0.1%–
NVONovo Nordisk A SADR15,684$79.8 萬<0.1%歷史
ProShares Tr74347R842PSHS ULTRUSS200016,820$79.1 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF10,963$78.3 萬<0.1%–
CDECoeur Mining, Inc.COM NEW43,700$77.9 萬<0.1%歷史
BANDBandwidth Inc.COM CL A48,808$75.4 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF4,048$71.8 萬<0.1%–
CDNSCadence Design Systems IncStock2,260$70.6 萬<0.1%歷史
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM68,455$70.0 萬<0.1%歷史
Schwab International Small-Cap Equity ETF808524888ETF14,962$68.1 萬<0.1%–
ProShares Tr74347R404PSHS ULT MCAP4009,146$63.7 萬<0.1%–
APPAppLovin CorpCOM CL A904$60.9 萬<0.1%歷史
iShares Tr46432F388MSCI USA VALUE4,354$59.5 萬<0.1%–
RMBSRambus IncCOM6,475$59.5 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF4,119$56.4 萬<0.1%–
iShares Tr464288885EAFE GRWTH ETF4,921$56.1 萬<0.1%–
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF5,292$55.9 萬<0.1%–
PEGPublic Service Enterprise Group IncCOM6,327$50.8 萬<0.1%歷史
FPIFarmland Partners Inc.COM49,741$48.2 萬<0.1%歷史
MDBMongoDB, Inc.CL A1,148$48.2 萬<0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF4,979$45.5 萬<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF1,559$43.5 萬<0.1%–
ProShares Tr74349Y449ULTRA S&P 500 EQ10,292$42.1 萬<0.1%–
ORealty Income CorpREIT7,027$39.6 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD3,225$38.5 萬<0.1%–
VIXYProShares Trust IIETF15,000$38.5 萬<0.1%歷史
ProShares Tr74347R693PSHS ULTRA TECH4,043$38.1 萬<0.1%–
VZLAVizsla Silver Corp.COM NEW68,650$37.6 萬<0.1%歷史
WDAYWorkday, Inc.CL A1,740$37.4 萬<0.1%歷史
iShares Tr46435U713US INFRASTRUC7,055$37.1 萬<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD7,810$36.5 萬<0.1%–
AHRAmerican Healthcare REIT, Inc.COM SHS7,488$35.2 萬<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock5,359$34.5 萬<0.1%歷史
SFStifel Financial CorpCOM2,707$33.9 萬<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR5,279$33.8 萬<0.1%歷史
CAHCardinal Health IncStock1,524$31.3 萬<0.1%歷史
JHGJanus Henderson Group Ltd.ORD SHS6,581$31.3 萬<0.1%歷史
SYFSynchrony FinancialCOM3,735$31.2 萬<0.1%歷史
MPTMedical Properties Trust IncCOM61,926$31.0 萬<0.1%歷史
iShares Tr464287341GLOBAL ENERG ETF7,302$30.6 萬<0.1%–
INSWInternational Seaways, Inc.COM6,208$30.1 萬<0.1%歷史
ORIOld Republic International CorpCOM6,515$29.7 萬<0.1%歷史
USOUnited States Oil Fund, LPUNITS4,265$29.5 萬<0.1%歷史
TTETotalEnergies SEACT4,500$29.4 萬<0.1%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK1,442$29.3 萬<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM17,187$29.0 萬<0.1%歷史
BYDBoyd Gaming CorpCOM3,393$28.9 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock4,918$28.7 萬<0.1%歷史
DOCHealthpeak Properties, Inc.COM17,726$28.5 萬<0.1%歷史
DASHDoorDash, Inc.Stock1,257$28.5 萬<0.1%歷史
MKSIMKS IncCOM1,779$28.4 萬<0.1%歷史
HOODRobinhood Markets, Inc.Stock2,494$28.2 萬<0.1%歷史
ARESAres Management CorpCL A COM STK1,634$26.4 萬<0.1%歷史
CORCencora, Inc.Stock752$25.4 萬<0.1%歷史
BDXBecton Dickinson & CoStock1,301$25.2 萬<0.1%歷史
iShares Tr46434V647GLOBAL REIT ETF10,000$24.9 萬<0.1%–
SNPSSynopsys IncCOM523$24.6 萬<0.1%歷史
OVVOvintiv Inc.COM6,228$24.4 萬<0.1%歷史
iShares Tr46435G474FALN ANGLS USD8,843$24.1 萬<0.1%–
MTNVail Resorts IncCOM1,801$23.9 萬<0.1%歷史
VLTOVeralto CorpStock2,367$23.6 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF866$23.3 萬<0.1%–
EFXEquifax IncCOM1,070$23.2 萬<0.1%歷史
IONQIonQ, Inc.COM5,098$22.9 萬<0.1%歷史
SPDR Index Shs FDS78463X756ST MARKE CAP ETF3,439$22.6 萬<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF7,151$22.5 萬<0.1%–
SPDR Index Shs FDS78463X103PORTFLO EURP ETF4,311$22.5 萬<0.1%–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI2,376$22.0 萬<0.1%–
DDSDillard's, Inc.CL A360$21.8 萬<0.1%歷史
MKCMcCormick & Co IncStock3,204$21.8 萬<0.1%歷史
OZBelpointe PREP, LLCUNIT RP LTD LB A3,350$21.8 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM2,836$21.6 萬<0.1%歷史
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT2,106$21.5 萬<0.1%–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH1,862$21.2 萬<0.1%–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF5,877$21.1 萬<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF3,260$21.0 萬<0.1%–
MIRMirion Technologies, Inc.COM CL A8,957$21.0 萬<0.1%歷史
NDAQNasdaq, Inc.COM2,124$20.6 萬<0.1%歷史
HPEHewlett Packard Enterprise CoCOM8,553$20.5 萬<0.1%歷史