本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Independent Wealth Network Inc. (CIK 1891240) reported $393.3M across 338 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAT ($28.2M, 7.18%), SPYM ($17.3M, 4.39%), JPST ($12.3M, 3.12%), SPYG ($11.6M, 2.95%), QQQ ($7.3M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $28.2M | 7.18% | 26,505 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $17.3M | 4.39% | 196,308 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $12.3M | 3.12% | 242,635 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $11.6M | 2.95% | 97,609 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $7.3M | 1.85% | 9,896 | Added |
| 6 | RDFI | COLLABORATIVE INVESTMNT SER | $6.7M | 1.70% | 279,963 | Added |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $6.2M | 1.57% | 75,206 | Added |
| 8 | AAPL | APPLE INC | $5.7M | 1.46% | 19,841 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $5.6M | 1.42% | 27,987 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $5.4M | 1.37% | 88,671 | Trimmed |
| 11 | SLV | ISHARES SILVER TR | $5.2M | 1.31% | 96,621 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $4.9M | 1.25% | 7,137 | Added |
| 13 | CVX | CHEVRON CORPORATION | $4.7M | 1.19% | 28,193 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $4.6M | 1.17% | 12,347 | Added |
| 15 | QTEC | FIRST TR EXCHANGE-TRADED FD | $4.1M | 1.04% | 12,208 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $3.8M | 0.98% | 10,430 | Added |
| 17 | AMZN | AMAZON COM INC | $3.8M | 0.97% | 15,984 | Added |
| 18 | ACWI | ISHARES TR | $3.6M | 0.90% | 22,638 | Added |
| 19 | SPYD | SPDR SERIES TRUST | $3.4M | 0.88% | 72,228 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 0.87% | 60,810 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $3.4M | 0.86% | 39,322 | Added |
| 22 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 0.82% | 18,843 | Added |
| 23 | FLRT | PACER FDS TR | $3.0M | 0.77% | 64,947 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $3.0M | 0.75% | 18,717 | Trimmed |
| 25 | SPAB | SPDR SERIES TRUST | $2.9M | 0.74% | 114,092 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30