Independent Wealth Network Inc.
- SEC CIK
- 0001891240
- 最新申報
- 2026/7/20
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/26 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 186
- 較 2022 年第 1 季 −15
- 總值
- $1.39 億
- 較 2022 年第 1 季 −$1,863 萬 (−11.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 247,369 | $1,239 萬 | 8.9% | +149,103+151.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 95,376 | $498.6 萬 | 3.6% | +3,369+3.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 26,338 | $470.8 萬 | 3.4% | +40.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 119,001 | $438.2 萬 | 3.2% | −2,372−2.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 87,595 | $388.4 萬 | 2.8% | +3,921+4.7% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 145,944 | $384.6 萬 | 2.8% | −16,527−10.2% | 減碼 | – |
| CVXChevron Corp | Stock | 23,993 | $347.4 萬 | 2.5% | −43−0.2% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 36,847 | $309.1 萬 | 2.2% | +947+2.6% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 53,498 | $297.4 萬 | 2.1% | −2,796−5.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,405 | $265.3 萬 | 1.9% | −493−2.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 60,912 | $243.1 萬 | 1.8% | +7,351+13.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,163 | $221.7 萬 | 1.6% | +7,540+134.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,300 | $213.2 萬 | 1.5% | −465−5.3% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 38,287 | $191.1 萬 | 1.4% | −665−1.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 20,176 | $184.6 萬 | 1.3% | +2,557+14.5% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 32,668 | $174.4 萬 | 1.3% | +45+0.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 20,701 | $171.4 萬 | 1.2% | +282+1.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $163.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 35,963 | $146.5 萬 | 1.1% | +2,439+7.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,191 | $145.4 萬 | 1.0% | −632−13.1% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 82,612 | $142.3 萬 | 1.0% | +5,033+6.5% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 35,325 | $134.7 萬 | 1.0% | +30.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,747 | $129.6 萬 | 0.9% | +584+4.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,931 | $127.4 萬 | 0.9% | +4,670+38.1% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 10,804 | $123.1 萬 | 0.9% | −11,970−52.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 26,278 | $121.9 萬 | 0.9% | +435+1.7% | 加碼 | – |
| SLViShares Silver Trust | ETF | 64,188 | $119.6 萬 | 0.9% | −4,685−6.8% | 減碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 12,966 | $118.7 萬 | 0.9% | −793−5.8% | 減碼 | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 92,775 | $117.3 萬 | 0.8% | +10,029+12.1% | 加碼 | – |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 107,752 | $105.3 萬 | 0.8% | +10,729+11.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,426 | $104.2 萬 | 0.8% | −638−2.5% | 減碼 | 歷史 |
| HSYHershey Co | COM | 4,818 | $103.7 萬 | 0.7% | +1,000+26.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 14,467 | $101.2 萬 | 0.7% | −452−3.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,474 | $99.7 萬 | 0.7% | −405−8.3% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 20,331 | $93.2 萬 | 0.7% | +575+2.9% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,769 | $91.4 萬 | 0.7% | +196+2.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,054 | $83.2 萬 | 0.6% | −1,978−24.6% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 8,824 | $78.6 萬 | 0.6% | −863−8.9% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 8,321 | $78.6 萬 | 0.6% | −728−8.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,596 | $78.3 萬 | 0.6% | −9−0.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,795 | $76.3 萬 | 0.5% | −991−26.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 36,823 | $74.6 萬 | 0.5% | +239+0.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,872 | $73.2 萬 | 0.5% | +6,560+78.9% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 15,905 | $71.1 萬 | 0.5% | +410+2.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,587 | $71.0 萬 | 0.5% | −105−1.8% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 32,816 | $70.4 萬 | 0.5% | +1,900+6.1% | 加碼 | – |
| KRKroger Co | Stock | 14,851 | $70.3 萬 | 0.5% | +1,010+7.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,554 | $70.0 萬 | 0.5% | −24−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,005 | $68.6 萬 | 0.5% | +63+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,435 | $68.3 萬 | 0.5% | +95+1.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,704 | $65.7 萬 | 0.5% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,540 | $65.1 萬 | 0.5% | −319−6.6% | 減碼 | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 17,672 | $64.3 萬 | 0.5% | −463−2.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 8,466 | $63.6 萬 | 0.5% | −178−2.1% | 減碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 519 | $63.1 萬 | 0.5% | +3+0.6% | 加碼 | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 51,098 | $62.7 萬 | 0.5% | +5,330+11.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 29,147 | $61.1 萬 | 0.4% | −378−1.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,625 | $61.1 萬 | 0.4% | +466+3.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,444 | $59.6 萬 | 0.4% | −1,248−14.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 7,572 | $58.7 萬 | 0.4% | −521−6.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,208 | $58.6 萬 | 0.4% | +50+1.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 56,381 | $56.3 萬 | 0.4% | −964−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,043 | $56.0 萬 | 0.4% | −106−4.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,509 | $56.0 萬 | 0.4% | −1,359−19.8% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 28,543 | $55.4 萬 | 0.4% | +8,216+40.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,208 | $55.0 萬 | 0.4% | −89−1.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,409 | $53.4 萬 | 0.4% | +141+11.1% | 加碼 | – |
| GPNGlobal Payments Inc | Stock | 4,719 | $52.2 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 28,131 | $50.4 萬 | 0.4% | +22+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,241 | $49.9 萬 | 0.4% | −20.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,959 | $47.7 萬 | 0.3% | −18−0.6% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 9,437 | $47.3 萬 | 0.3% | +3,000+46.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,595 | $46.9 萬 | 0.3% | +5,595 | 新進 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,623 | $45.4 萬 | 0.3% | +577+7.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,263 | $44.8 萬 | 0.3% | −134−2.1% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,022 | $44.8 萬 | 0.3% | −74−1.0% | 減碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 7,201 | $44.7 萬 | 0.3% | −932−11.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,119 | $44.5 萬 | 0.3% | −102−1.4% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 5,305 | $44.4 萬 | 0.3% | −380−6.7% | 減碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 2,109 | $44.2 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 4,451 | $44.1 萬 | 0.3% | +9+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 21,149 | $43.6 萬 | 0.3% | −544−2.5% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 3,668 | $43.1 萬 | 0.3% | −138−3.6% | 減碼 | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 13,836 | $43.0 萬 | 0.3% | −981−6.6% | 減碼 | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 5,598 | $42.9 萬 | 0.3% | −368−6.2% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 10,657 | $42.5 萬 | 0.3% | +1,223+13.0% | 加碼 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 9,178 | $42.0 萬 | 0.3% | −105−1.1% | 減碼 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 6,059 | $41.9 萬 | 0.3% | −92−1.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,337 | $41.7 萬 | 0.3% | +1,091+13.2% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 15,597 | $41.7 萬 | 0.3% | +7,830+100.8% | 加碼 | – |
| CASYCaseys General Stores Inc | COM | 2,204 | $40.8 萬 | 0.3% | −10−0.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,988 | $40.7 萬 | 0.3% | −20−1.0% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,410 | $39.2 萬 | 0.3% | −11−0.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 7,588 | $38.5 萬 | 0.3% | −30−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,151 | $38.4 萬 | 0.3% | −115−2.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,364 | $38.2 萬 | 0.3% | −170−11.1% | 減碼 | – |
| CLXClorox Co | Stock | 2,700 | $38.1 萬 | 0.3% | +20+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 7,251 | $38.0 萬 | 0.3% | −617−7.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 4,958 | $37.7 萬 | 0.3% | −8−0.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 771 | $37.0 萬 | 0.3% | −87−10.1% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（32 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 54,847 | $265.0 萬 | 1.7% | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 27,031 | $91.3 萬 | 0.6% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,511 | $76.1 萬 | 0.5% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,605 | $39.0 萬 | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,037 | $38.5 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,224 | $37.3 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 307 | $33.1 萬 | 0.2% | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 1,704 | $33.1 萬 | 0.2% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,232 | $31.3 萬 | 0.2% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,815 | $30.0 萬 | 0.2% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 9,229 | $27.8 萬 | 0.2% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 4,719 | $27.6 萬 | 0.2% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,472 | $26.5 萬 | 0.2% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,949 | $24.0 萬 | 0.2% | – |
| ACNAccenture plc | Stock | 700 | $23.6 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 572 | $23.5 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,189 | $22.8 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 475 | $22.8 萬 | 0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,319 | $22.3 萬 | 0.1% | – |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 1,991 | $22.2 萬 | 0.1% | – |
| TSCOTractor Supply Co | COM | 925 | $21.6 萬 | 0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 930 | $21.2 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 4,589 | $21.1 萬 | 0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,747 | $21.1 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 449 | $20.5 萬 | 0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 4,364 | $20.0 萬 | 0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 3,386 | $20.0 萬 | 0.1% | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,707 | $19.3 萬 | 0.1% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 10,201 | $17.4 萬 | 0.1% | 歷史 |
| SLDPSolid Power, Inc. | CLASS A COM | 12,000 | $10.4 萬 | 0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 11,904 | $7.40 萬 | <0.1% | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 10,350 | $3.70 萬 | <0.1% | 歷史 |