IA
Integrated Advisors Network LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$19.1亿
申报季度: 2026-03-31 · 持股只数: 690
Integrated Advisors Network LLC在最新一期 13F 报告中披露了 690 项持股，申报期为 2026-03-31，总持股市值约为 US$19.1亿，季度换手率为 41.0%。
机构性格雪花图
- 集中度
- 3.63
- 持仓稳定性
- 41
- 动能／逆势
- 94.01
- 行业集中度
- 59.62
- 多样化
- 100
- 仓位均衡度
- 77.09
近期动向
加仓 BIL
+89.9% US$2477.0万
减仓 IUSV
-79.6% -US$1461.4万
加仓 SDS
+1311.4% US$1056.4万
减仓 SPY
-24.4% -US$2242.2万
加仓 ACWX
+19.7% US$565.1万
减仓 XLK
-47.8% -US$1300.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 687 大持股（共 690 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.86% | -0.44% | -19.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.05% | -0.52% | -24.37% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.74% | +1.53% | +89.90% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.64% | -0.18% | -15.28% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -0.33% | -23.18% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.64% | +0.51% | +19.71% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 1.59% | +0.43% | -6.55% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | -0.09% | -15.69% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.04% | -14.38% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.45% | -17.65% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | -0.35% | -27.99% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.26% | -23.00% | |
| 13 | BX | Blackstone INC | 股票-金融 | 1.17% | -0.33% | -11.85% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.04% | — | -19.61% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | — | -17.74% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.88% | -0.13% | -17.72% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | +0.38% | +49.15% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | -8.02% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.76% | — | +1.42% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 0.74% | — | -1.39% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.29% | -39.08% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | -11.05% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.64% | — | -21.10% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | -0.47% | -47.76% | |
| 25 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.63% | — | -3.26% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | -0.19% | -34.93% | |
| 27 | URI | United Rentals INC | 股票-工业 | 0.62% | — | +1.69% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | -0.17% | -31.50% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | — | -27.66% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.17% | -20.67% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | -0.17% | -39.94% | |
| 32 | SDS | Proshares Ultrashort S&p500 | ETF-其他 | 0.59% | +0.56% | +1311.36% | |
| 33 | AVO | Mission Produce INC | 股票-其他 | 0.59% | — | -0.37% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | +5.23% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.28% | +24.35% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.55% | — | -2.21% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.54% | — | +0.36% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +30.33% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | -0.12% | -20.06% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | -3.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -18.46% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | -8.46% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.47% | — | +44.20% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.47% | — | +17.38% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | -0.25% | -45.76% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.46% | — | +3.13% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.45% | — | +63.58% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | — | +9.91% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | -1.67% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.44% | — | +21.54% |
1–50 of 687
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 690 | US$19.1亿 | 41 | |
| 2025-12-31 | 711 | US$22.6亿 | 22 | |
| 2025-09-30 | 771 | US$23.8亿 | 42 | |
| 2025-06-30 | 741 | US$22.1亿 | 0 | |
| 2025-03-31 | 710 | US$19.8亿 | 100 | |
| 2024-12-31 | 695 | US$20.9亿 | 0 | |
| 2024-09-30 | 703 | US$21.1亿 | 0 | |
| 2024-06-30 | 683 | US$19.5亿 | 0 | |
| 2024-03-31 | 702 | US$19.7亿 | 0 | |
| 2023-12-31 | 661 | US$17.7亿 | 0 | |
| 2023-09-30 | 658 | US$16.4亿 | 0 | |
| 2023-06-30 | 662 | US$17.4亿 | 0 | |
| 2023-03-31 | 662 | US$16.6亿 | 0 | |
| 2022-12-31 | 628 | US$15.5亿 | 0 | |
| 2022-09-30 | 640 | US$14.7亿 | 0 | |
| 2022-06-30 | 659 | US$15.4亿 | 0 | |
| 2022-03-31 | 659 | US$17.1亿 | 0 | |
| 2021-12-31 | 619 | US$17.0亿 | 0 | |
| 2021-09-30 | 620 | US$15.1亿 | 0 | |
| 2021-06-30 | 594 | US$13.6亿 | 89 | |
| 2021-03-31 | 561 | US$10.9亿 | 40 | |
| 2020-12-31 | 513 | US$9.1亿 | 31 | |
| 2020-09-30 | 452 | US$7.9亿 | 45 | |
| 2020-06-30 | 681 | US$8.5亿 | 69 | |
| 2020-03-31 | 378 | US$5.1亿 | 67 | |
| 2019-12-31 | 441 | US$7.4亿 | 0 |
本季持股变动
Integrated Advisors Network LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Int High Dvd Yld In (VYMI); 新建仓: Elanco Animal Health INC (ELAN); 清仓: Equinix INC (EQIX); 新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares S&p Small-cap 600 Va (IJS).
FAQ
Integrated Advisors Network LLC 是什么机构？属于哪种投资人类型？
Integrated Advisors Network LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$19.1亿，分布在 690 个已申报仓位之中。
Integrated Advisors Network LLC 目前前几大持股有哪些？
根据最新 13F 申报，Integrated Advisors Network LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$9254.9万 (4.9%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$5802.5万 (3.0%)
3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$5215.9万 (2.7%)
4. Apple INC (AAPL) — US$5032.7万 (2.6%)
5. Nvidia CORP (NVDA) — US$3706.4万 (1.9%)
Integrated Advisors Network LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Integrated Advisors Network LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 6 个既有持股、减仓 34 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Vanguard Int High Dvd Yld In (VYMI); 新建仓: Elanco Animal Health INC (ELAN); 清仓: Equinix INC (EQIX); 新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares S&p Small-cap 600 Va (IJS)
Integrated Advisors Network LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Integrated Advisors Network LLC 的主要板块分布如下：
• Information Technology: 37.5%
• Financials: 11.6%
• Health Care: 10.6%
• Industrials: 9.7%
• Consumer Discretionary: 9.6%
• Communication Services: 9.2%