Independent Wealth Network Inc.
- SEC CIK
- 0001891240
- 最新申報
- 2026/7/20
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/20 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 338
- 較 2026 年第 1 季 +42
- 總值
- $3.93 億
- 較 2026 年第 1 季 +$5,661 萬 (+16.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CATCaterpillar Inc | Stock | 26,505 | $2,823 萬 | 7.2% | +387+1.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 196,308 | $1,725 萬 | 4.4% | −3,044−1.5% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 242,635 | $1,227 萬 | 3.1% | −7,282−2.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 97,609 | $1,161 萬 | 3.0% | −1,201−1.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,896 | $728.8 萬 | 1.9% | +960+10.7% | 加碼 | – |
| Collaborative Investmnt Ser19423L722 | RARE DY FIXE ETF | 279,963 | $666.9 萬 | 1.7% | +14,779+5.6% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 75,206 | $616.2 萬 | 1.6% | +2,021+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,841 | $574.1 萬 | 1.5% | +194+1.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,987 | $560.0 萬 | 1.4% | +1,703+6.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 88,671 | $539.0 萬 | 1.4% | −2,063−2.3% | 減碼 | – |
| SLViShares Silver Trust | ETF | 96,621 | $516.6 萬 | 1.3% | −9,157−8.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,137 | $490.2 萬 | 1.2% | +338+5.0% | 加碼 | – |
| CVXChevron Corp | Stock | 28,193 | $467.3 萬 | 1.2% | −905−3.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,347 | $460.6 萬 | 1.2% | +1,130+10.1% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 12,208 | $408.6 萬 | 1.0% | −3,243−21.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 10,430 | $384.2 萬 | 1.0% | +267+2.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,884 | $378.6 萬 | 1.0% | +294+1.9% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 22,638 | $355.4 萬 | 0.9% | +782+3.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 72,228 | $344.6 萬 | 0.9% | +7,583+11.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 60,810 | $343.5 萬 | 0.9% | +3,243+5.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 39,322 | $338.7 萬 | 0.9% | +1,726+4.6% | 加碼依 6 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 18,843 | $320.6 萬 | 0.8% | +1,246+7.1% | 加碼 | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 64,947 | $302.8 萬 | 0.8% | −3,216−4.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 18,717 | $295.8 萬 | 0.8% | −243−1.3% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 114,092 | $291.2 萬 | 0.7% | +1,163+1.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15,214 | $289.9 萬 | 0.7% | +1,050+7.4% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 54,130 | $287.5 萬 | 0.7% | +8,967+19.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,586 | $279.5 萬 | 0.7% | +216+4.0% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,568 | $261.2 萬 | 0.7% | +771+3.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 45,593 | $251.2 萬 | 0.6% | −1,647−3.5% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 48,237 | $240.1 萬 | 0.6% | +2,358+5.1% | 加碼 | – |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 68,887 | $236.4 萬 | 0.6% | −224−0.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 32,045 | $235.2 萬 | 0.6% | +1,905+6.3% | 加碼 | – |
| Northern Lights FD Tr66538J290 | OCEA PK HIGH ETF | 97,115 | $232.6 萬 | 0.6% | +97,115 | 新進 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 47,187 | $232.4 萬 | 0.6% | +329+0.7% | 加碼 | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 187,920 | $216.7 萬 | 0.6% | +5,703+3.1% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 22,900 | $209.9 萬 | 0.5% | −171−0.7% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 3,250 | $208.2 萬 | 0.5% | −2,220−40.6% | 減碼 | – |
| VVisa Inc. | Stock | 6,053 | $207.7 萬 | 0.5% | +335+5.9% | 加碼 | 歷史 |
| Northern Lights FD Tr66538J282 | OCEA PK DIVE ETF | 79,950 | $204.8 萬 | 0.5% | +79,950 | 新進 | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 27,935 | $201.3 萬 | 0.5% | +3,445+14.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,667 | $199.2 萬 | 0.5% | −116−4.2% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 107,004 | $197.2 萬 | 0.5% | −7,052−6.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,464 | $195.1 萬 | 0.5% | +244+7.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 40,733 | $187.2 萬 | 0.5% | +2,167+5.6% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 16,040 | $187.1 萬 | 0.5% | +964+6.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,070 | $185.4 萬 | 0.5% | +477+10.4% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 19,055 | $183.5 萬 | 0.5% | +1,182+6.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,435 | $182.4 萬 | 0.5% | +620+34.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 49,164 | $179.6 萬 | 0.5% | +1,253+2.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,248 | $178.7 萬 | 0.5% | +421+11.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,041 | $178.1 萬 | 0.5% | −45−0.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,661 | $174.8 萬 | 0.4% | +5,003+39.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 90,488 | $174.7 萬 | 0.4% | −25,016−21.7% | 減碼 | – |
| First Tr Exchange-Traded FD33738D770 | STRUCTURED CR IN | 81,964 | $169.4 萬 | 0.4% | +6,350+8.4% | 加碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 38,019 | $169.1 萬 | 0.4% | +746+2.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,649 | $166.1 萬 | 0.4% | +545+13.3% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 32,300 | $164.9 萬 | 0.4% | −10,441−24.4% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 6,685 | $162.1 萬 | 0.4% | +37+0.6% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 88,014 | $157.4 萬 | 0.4% | +387+0.4% | 加碼 | – |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 152,398 | $157.0 萬 | 0.4% | +5,007+3.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 29,970 | $155.2 萬 | 0.4% | +1,434+5.0% | 加碼 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 111,995 | $154.9 萬 | 0.4% | +2,071+1.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 19,759 | $154.3 萬 | 0.4% | −305−1.5% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 30,283 | $152.6 萬 | 0.4% | −1,310−4.1% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 22,142 | $149.6 萬 | 0.4% | −1,169−5.0% | 減碼 | – |
| Tidal Trust III45259A548 | MRP SYNTHEQUITY | 49,749 | $147.9 萬 | 0.4% | +1,187+2.4% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,115 | $142.1 萬 | 0.4% | +333+2.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,427 | $141.0 萬 | 0.4% | −565−18.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,202 | $139.5 萬 | 0.4% | +1,315+14.8% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 28,215 | $139.0 萬 | 0.4% | +807+2.9% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 4,582 | $138.8 萬 | 0.4% | −459−9.1% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,400 | $134.7 萬 | 0.3% | +603+3.8% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 15,114 | $134.5 萬 | 0.3% | +2,602+20.8% | 加碼 | – |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 28,469 | $134.0 萬 | 0.3% | +2,283+8.7% | 加碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 12,761 | $133.9 萬 | 0.3% | +34+0.3% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,271 | $129.3 萬 | 0.3% | +10.0% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 69,058 | $128.0 萬 | 0.3% | +13,563+24.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 13,596 | $127.7 萬 | 0.3% | +189+1.4% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 17,642 | $126.9 萬 | 0.3% | +814+4.8% | 加碼 | 歷史 |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 3,236 | $126.4 萬 | 0.3% | −194−5.7% | 減碼 | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 22,474 | $126.2 萬 | 0.3% | +2,248+11.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 114,587 | $124.2 萬 | 0.3% | +1,267+1.1% | 加碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 32,630 | $123.9 萬 | 0.3% | −1,549−4.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 11,650 | $121.0 萬 | 0.3% | +170+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,662 | $120.7 萬 | 0.3% | −1,812−4.8% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,981 | $119.7 萬 | 0.3% | +1,063+13.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,040 | $119.3 萬 | 0.3% | +71+1.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 15,606 | $117.8 萬 | 0.3% | −376−2.4% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 19,440 | $117.2 萬 | 0.3% | +1,227+6.7% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 60,946 | $116.5 萬 | 0.3% | +2,138+3.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 24,637 | $115.6 萬 | 0.3% | +2,159+9.6% | 加碼 | – |
| CLXClorox Co | Stock | 12,115 | $115.6 萬 | 0.3% | +1,437+13.5% | 加碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 26,675 | $115.5 萬 | 0.3% | −5,362−16.7% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,362 | $115.4 萬 | 0.3% | −16−0.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,054 | $115.4 萬 | 0.3% | +473+18.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 13,602 | $112.4 萬 | 0.3% | +138+1.0% | 加碼 | – |
| BABoeing Co | Stock | 5,152 | $111.5 萬 | 0.3% | −303−5.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,621 | $111.3 萬 | 0.3% | +1,906+13.9% | 加碼 | – |
選擇權（2 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。
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 4,393 | $99.3 萬 | 0.3% | 歷史 |
| Innovator ETFs Trust45784N858 | EQUITY DEFINED P | 22,391 | $57.4 萬 | 0.2% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 8,358 | $42.1 萬 | 0.1% | – |
| APAAPA Corp | Stock | 7,383 | $31.3 萬 | 0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,086 | $30.4 萬 | 0.1% | – |
| COPConocoPhillips | Stock | 2,018 | $26.6 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 842 | $26.2 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 4,065 | $24.5 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,381 | $24.4 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,939 | $24.3 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 644 | $23.4 萬 | 0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,100 | $23.1 萬 | 0.1% | 歷史 |
| GMGeneral Motors Co | COM | 3,062 | $22.8 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 511 | $21.7 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 3,973 | $20.2 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 9,667 | $20.1 萬 | 0.1% | – |
| GDGeneral Dynamics Corp | Stock | 583 | $20.0 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 5,693 | $20.0 萬 | 0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 11,287 | $12.7 萬 | <0.1% | 歷史 |
| VUZIVuzix Corp | COM NEW | 13,410 | $3.10 萬 | <0.1% | 歷史 |