Independent Wealth Network Inc.
- SEC CIK
- 0001891240
- 最新申報
- 2026/7/20
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 258
- 較 2025 年第 1 季 +13
- 總值
- $2.75 億
- 較 2025 年第 1 季 +$2,414 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 120,044 | $1,144 萬 | 4.2% | +2,469+2.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 144,872 | $1,053 萬 | 3.8% | +996+0.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 26,503 | $1,029 萬 | 3.7% | −43−0.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 165,004 | $836.2 萬 | 3.0% | −18,079−9.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 140,868 | $737.3 萬 | 2.7% | +4,679+3.4% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 106,852 | $528.1 萬 | 1.9% | +3,595+3.5% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 40,844 | $525.3 萬 | 1.9% | +345+0.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,436 | $469.4 萬 | 1.7% | −334−3.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 69,438 | $465.4 萬 | 1.7% | +4,129+6.3% | 加碼 | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 94,193 | $448.4 萬 | 1.6% | −10,914−10.4% | 減碼 | – |
| CVXChevron Corp | Stock | 31,221 | $447.1 萬 | 1.6% | +1,336+4.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,645 | $421.0 萬 | 1.5% | +1,977+8.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 155,887 | $399.1 萬 | 1.5% | +3,412+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,418 | $398.4 萬 | 1.4% | −1,409−6.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 87,176 | $370.0 萬 | 1.3% | +2,041+2.4% | 加碼 | – |
| Collaborative Investmnt Ser19423L722 | RARE DY FIXE ETF | 150,266 | $358.0 萬 | 1.3% | +21,205+16.4% | 加碼 | – |
| SLViShares Silver Trust | ETF | 103,160 | $338.5 萬 | 1.2% | +9,227+9.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,825 | $330.9 萬 | 1.2% | −246−4.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,914 | $326.3 萬 | 1.2% | +101+1.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,217 | $311.9 萬 | 1.1% | +1,353+10.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 22,583 | $307.8 萬 | 1.1% | +718+3.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,546 | $291.0 萬 | 1.1% | −972−9.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,027 | $264.2 萬 | 1.0% | +451+8.1% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 44,226 | $250.1 萬 | 0.9% | +818+1.9% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,452 | $246.0 萬 | 0.9% | −204−1.1% | 減碼 | – |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 78,379 | $238.9 萬 | 0.9% | −2,448−3.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 49,927 | $237.4 萬 | 0.9% | −735−1.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,850 | $235.6 萬 | 0.9% | −98−2.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,189 | $235.3 萬 | 0.9% | +56+1.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 40,369 | $229.5 萬 | 0.8% | +1,208+3.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,211 | $228.6 萬 | 0.8% | +672+3.1% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 23,744 | $217.8 萬 | 0.8% | +232+1.0% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 116,743 | $207.8 萬 | 0.8% | +2,121+1.9% | 加碼 | – |
| VVisa Inc. | Stock | 5,555 | $197.2 萬 | 0.7% | +215+4.0% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 37,824 | $193.0 萬 | 0.7% | −802−2.1% | 減碼 | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 163,923 | $192.0 萬 | 0.7% | +4,759+3.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,310 | $185.1 萬 | 0.7% | +359+5.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 89,240 | $181.4 萬 | 0.7% | +89,240 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 56,996 | $181.2 萬 | 0.7% | +3,902+7.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,828 | $174.7 萬 | 0.6% | +210+8.0% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 103,269 | $172.7 萬 | 0.6% | +27,502+36.3% | 加碼 | – |
| Innovator ETFs Trust45784N858 | EQUITY DEFINED P | 64,857 | $159.2 萬 | 0.6% | +16,699+34.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 20,482 | $150.8 萬 | 0.5% | +1,651+8.8% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 12,644 | $149.4 萬 | 0.5% | +120+1.0% | 加碼 | – |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 134,458 | $148.3 萬 | 0.5% | +576+0.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 7,399 | $139.6 萬 | 0.5% | +206+2.9% | 加碼 | – |
| KRKroger Co | Stock | 19,312 | $138.5 萬 | 0.5% | +164+0.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 30,973 | $135.1 萬 | 0.5% | +276+0.9% | 加碼 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 103,390 | $131.5 萬 | 0.5% | −97−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 62,249 | $130.2 萬 | 0.5% | +3,889+6.7% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 12,567 | $126.5 萬 | 0.5% | −526−4.0% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 33,719 | $124.5 萬 | 0.5% | +1,475+4.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,880 | $123.2 萬 | 0.4% | +515+15.3% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 20,313 | $118.0 萬 | 0.4% | −439−2.1% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,949 | $115.6 萬 | 0.4% | −366−2.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 103,248 | $114.9 萬 | 0.4% | +2,126+2.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,459 | $114.1 萬 | 0.4% | +663+5.2% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 2,713 | $114.1 萬 | 0.4% | −17−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,113 | $113.9 萬 | 0.4% | +277+7.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 8,644 | $111.2 萬 | 0.4% | +549+6.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,353 | $110.9 萬 | 0.4% | +70+0.8% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 49,754 | $109.3 萬 | 0.4% | −200.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 18,504 | $108.5 萬 | 0.4% | +148+0.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,124 | $107.4 萬 | 0.4% | +263+5.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 12,231 | $105.6 萬 | 0.4% | −103−0.8% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 57,703 | $104.6 萬 | 0.4% | +11,922+26.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,970 | $104.2 萬 | 0.4% | −157−2.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,046 | $103.5 萬 | 0.4% | +4+0.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 11,610 | $103.4 萬 | 0.4% | +772+7.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,813 | $103.2 萬 | 0.4% | −14−0.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,396 | $102.8 萬 | 0.4% | −223−1.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,946 | $101.2 萬 | 0.4% | +40+0.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 15,998 | $99.8 萬 | 0.4% | +761+5.0% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 4,174 | $99.6 萬 | 0.4% | +345+9.0% | 加碼 | – |
| HONHoneywell International Inc | COM | 4,208 | $98.0 萬 | 0.4% | +84+2.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 10,885 | $97.3 萬 | 0.4% | +57+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,561 | $96.9 萬 | 0.4% | +42+2.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,497 | $95.5 萬 | 0.3% | +18+0.2% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,859 | $94.8 萬 | 0.3% | +720+4.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,761 | $94.4 萬 | 0.3% | +150+1.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,984 | $88.4 萬 | 0.3% | +484+10.8% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 25,006 | $83.6 萬 | 0.3% | +3,847+18.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,389 | $80.0 萬 | 0.3% | +518+1.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,806 | $79.8 萬 | 0.3% | +10+0.4% | 加碼 | – |
| CASYCaseys General Stores Inc | COM | 1,528 | $78.0 萬 | 0.3% | −37−2.4% | 減碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 28,442 | $74.9 萬 | 0.3% | +207+0.7% | 加碼 | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 11,050 | $74.5 萬 | 0.3% | +666+6.4% | 加碼 | – |
| CMECME Group Inc. | COM | 2,680 | $73.9 萬 | 0.3% | −7−0.3% | 減碼 | 歷史 |
| The Alger ETF Trust015564107 | MID CAP 40 ETF | 38,260 | $73.5 萬 | 0.3% | +3,953+11.5% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 21,062 | $72.7 萬 | 0.3% | +580+2.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 15,395 | $72.4 萬 | 0.3% | +318+2.1% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 9,340 | $71.0 萬 | 0.3% | +3,245+53.2% | 加碼 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 8,570 | $70.8 萬 | 0.3% | +37+0.4% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 19,850 | $70.0 萬 | 0.3% | −567−2.8% | 減碼 | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 20,660 | $70.0 萬 | 0.3% | −137−0.7% | 減碼 | – |
| NFLXNetflix Inc | Stock | 519 | $69.5 萬 | 0.3% | −4−0.8% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,238 | $69.4 萬 | 0.3% | +14+0.1% | 加碼 | – |
| Harbor ETF Trust41151J406 | LONG TERM GROWER | 23,292 | $67.8 萬 | 0.2% | +3,935+20.3% | 加碼 | – |
| HSYHershey Co | COM | 4,050 | $67.2 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（5 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 |
|---|---|---|---|---|---|
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 50,600 | $184.8 萬 | 0.7% | – |
| UNHUnitedHealth Group Inc | Stock | 503 | $26.3 萬 | 0.1% | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 10,603 | $21.1 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 611 | $20.6 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 4,036 | $20.3 萬 | 0.1% | – |