13F 机构持仓

Independent Advisor Alliance

CHARLOTTE NC · SEC CIK 0001696899

2026Q22026Q1 更早 9 个季度 🔒
$93.19亿2026Q1 申报市值
1,595持仓数
22.5%前十大占比 · 第一大 3.9%
666 / 68新建仓 / 清仓
申报市值走势$42.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.9%
SPYM 3.7%
AAPL 2.4%
ABCB 2.2%
QQQM 2.1%
SPYG 1.9%
SPY 1.7%
SPYV 1.7%
IVV 1.7%
MSFT 1.2%

2026Q1 买入最多 按季末市值估算

SPYM 加仓+$3.21亿
QQQM 加仓+$1.94亿
SPYG 加仓+$1.78亿
SPYV 加仓+$1.54亿
SPY 加仓+$1.50亿

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$2,675.70万
GLD 减仓-$1,918.87万
AAPL 减仓-$1,433.13万
VRT 减仓-$1,353.00万
GOOGL 减仓-$1,269.26万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SKYY FIRST TR EXCHANGE-TRADED FD $137.21万0.01%12,547 12,547— $137.21万 新建仓
ANGL VANECK ETF TRUST $137.27万0.01%47,795 32,754217.8% $94.07万 加仓
PBUS INVESCO EXCH TRADED FD TR II $137.29万0.01%21,066 21,066— $137.29万 新建仓
BSJU INVESCO EXCH TRD SLF IDX FD $137.40万0.01%53,694 53,694— $137.40万 新建仓
AZO AUTOZONE INC $137.48万0.01%407 -7-1.7% -$2.36万 减仓
VNOM VIPER ENERGY INC $138.78万0.01%29,534 29,534— $138.78万 新建仓
HYBL SSGA ACTIVE TR $139.51万0.01%50,112 50,112— $139.51万 新建仓
APH AMPHENOL CORP $139.67万0.01%11,054 -6,324-36.4% -$79.91万 减仓
SNPS SYNOPSYS INC $139.84万0.02%3,527 -767-17.9% -$30.41万 减仓
KORP AMERICAN CENTY ETF TR $141.10万0.02%30,273 10,91456.4% $50.87万 加仓
IHG INTERCONTINENTAL HOTELS GROU $141.14万0.02%10,575 -2-0.0% -$267 减仓
PRU PRUDENTIAL FINL INC $141.20万0.02%14,454 -2,390-14.2% -$23.35万 减仓
XSVM INVESCO EXCHANGE TRADED FD T $141.39万0.02%23,463 23,463— $141.39万 新建仓
FHN FIRST HORIZON CORPORATION $142.24万0.02%62,494 1,4732.4% $3.35万 加仓
HDV ISHARES TR $142.57万0.02%10,504 10,504— $142.57万 新建仓
IVOV VANGUARD ADMIRAL FDS INC $143.20万0.02%14,047 14,047— $143.20万 新建仓
CVNA CARVANA CO $143.80万0.02%4,574 -8,385-64.7% -$263.61万 减仓
SHYM BLACKROCK ETF TRUST II $143.95万0.02%65,373 65,373— $143.95万 新建仓
ULTA ULTA BEAUTY INC $144.06万0.02%2,756 -748-21.3% -$39.10万 减仓
WMB WILLIAMS COS INC $144.30万0.02%19,827 7964.2% $5.79万 加仓
SCHP SCHWAB STRATEGIC TR $144.72万0.02%54,384 18,28150.6% $48.65万 加仓
APP APPLOVIN CORP $145.07万0.02%3,645 -488-11.8% -$19.42万 减仓
VRTX VERTEX PHARMACEUTICALS INC $145.88万0.02%3,267 -33-1.0% -$1.47万 减仓
PTLC PACER FDS TR $145.98万0.02%27,826 27,826— $145.98万 新建仓
CINF CINCINNATI FINL CORP $146.53万0.02%9,312 1,95226.5% $30.72万 加仓
BP BP PLC $146.73万0.02%31,218 -5,512-15.0% -$25.91万 减仓
KXI ISHARES TR $147.73万0.02%22,046 22,046— $147.73万 新建仓
— ELECTRONIC ARTS INC $148.65万0.02%7,292 -585-7.4% -$11.93万 减仓
AVDV AMERICAN CENTY ETF TR $148.68万0.02%14,889 2,60821.2% $26.04万 加仓
CNR CORE NATURAL RESOURCES INC $148.86万0.02%14,214 3702.7% $3.88万 加仓
CLOA BLACKROCK ETF TRUST II $149.43万0.02%28,829 28,829— $149.43万 新建仓
AGGY WISDOMTREE TR $149.44万0.02%34,393 34,393— $149.44万 新建仓
EXE EXPAND ENERGY CORPORATION $149.45万0.02%13,614 -4,101-23.1% -$45.02万 减仓
INTF ISHARES TR $149.63万0.02%38,406 38,406— $149.63万 新建仓
HIG HARTFORD INSURANCE GROUP INC $149.67万0.02%11,068 70.1% $947 加仓
GSBC GREAT SOUTHN BANCORP INC $150.12万0.02%23,779 00.0% — 不变
IHI ISHARES TR $150.93万0.02%28,291 28,291— $150.93万 新建仓
LPLA LPL FINL HLDGS INC $151.48万0.02%5,035 -223-4.2% -$6.71万 减仓
PTA COHEN & STEERS TAX ADVAN PFD $151.95万0.02%81,085 81,085— $151.95万 新建仓
TRV TRAVELERS COMPANIES INC $152.47万0.02%5,227 -22,173-80.9% -$646.78万 减仓
EMGF ISHARES INC $153.09万0.02%25,333 25,333— $153.09万 新建仓
AGX ARGAN INC $154.39万0.02%2,835 -18,573-86.8% -$1,011.44万 减仓
CL COLGATE PALMOLIVE CO $154.85万0.02%18,168 -9,049-33.2% -$77.13万 减仓
ACWV ISHARES INC $155.13万0.02%12,980 10,797494.6% $129.04万 加仓
OXY OCCIDENTAL PETE CORP $156.01万0.02%24,001 -2,091-8.0% -$13.59万 减仓
PAA PLAINS ALL AMERN PIPELINE L $156.32万0.02%70,004 -3,665-5.0% -$8.18万 减仓
NXPI NXP SEMICONDUCTORS N V $156.61万0.02%7,955 1,72327.6% $33.92万 加仓
CWB SPDR SERIES TRUST $158.06万0.02%17,271 17,271— $158.06万 新建仓
PHYS SPROTT ASSET MANAGEMENT LP $158.65万0.02%44,765 26,635146.9% $94.39万 加仓
BHF BRIGHTHOUSE FINL INC $158.99万0.02%26,551 -14,466-35.3% -$86.62万 减仓
DEM WISDOMTREE TR $159.35万0.02%32,069 7,48630.5% $37.20万 加仓
APD AIR PRODUCTS AND CHEMICALS I $160.56万0.02%5,527 -81-1.4% -$2.35万 减仓
MET METLIFE INC $161.40万0.02%22,823 -4,244-15.7% -$30.01万 减仓
IQDG WISDOMTREE TR $161.57万0.02%40,250 40,250— $161.57万 新建仓
IBDT ISHARES TR $162.14万0.02%64,012 64,012— $162.14万 新建仓
MPLX MPLX LP $162.90万0.02%28,543 -20,628-42.0% -$117.72万 减仓
INMU BLACKROCK ETF TRUST II $163.53万0.02%68,395 68,395— $163.53万 新建仓
VLU SPDR SERIES TRUST $163.84万0.02%7,621 7,621— $163.84万 新建仓
FLGV FRANKLIN TEMPLETON ETF TR $164.02万0.02%80,286 80,286— $164.02万 新建仓
CGSD CAPITAL GRP FIXED INCM ETF T $164.94万0.02%63,956 63,956— $164.94万 新建仓
OUSA ALPS ETF TR $165.07万0.02%29,652 29,652— $165.07万 新建仓
DG DOLLAR GEN CORP $165.27万0.02%13,920 3,47533.3% $41.26万 加仓
PSA PUBLIC STORAGE OPER CO $165.51万0.02%6,110 -810-11.7% -$21.94万 减仓
EMXC ISHARES INC $166.82万0.02%21,208 21,208— $166.82万 新建仓
JXN JACKSON FINANCIAL INC $167.08万0.02%15,804 -1,046-6.2% -$11.06万 减仓
AVUS AMERICAN CENTY ETF TR $167.42万0.02%15,059 15,059— $167.42万 新建仓
VONV VANGUARD SCOTTSDALE FDS $167.67万0.02%17,887 17,887— $167.67万 新建仓
GM GENERAL MTRS CO $168.40万0.02%22,604 -460-2.0% -$3.43万 减仓
SHW SHERWIN WILLIAMS CO $168.99万0.02%5,272 -6,243-54.2% -$200.12万 减仓
OCSL OAKTREE SPECIALTY LENDING $169.10万0.02%149,642 -2,347-1.5% -$2.65万 减仓
BSJT INVESCO EXCH TRD SLF IDX FD $170.23万0.02%80,926 80,926— $170.23万 新建仓
FTXR FIRST TR EXCHANGE TRADED FD $170.58万0.02%44,760 44,760— $170.58万 新建仓
MDLZ MONDELEZ INTL INC $170.84万0.02%29,640 -11,855-28.6% -$68.33万 减仓
SMMV ISHARES TR $171.04万0.02%39,215 39,215— $171.04万 新建仓
SGOV ISHARES TR $171.68万0.02%17,055 17,055— $171.68万 新建仓
WELL WELLTOWER INC $171.70万0.02%8,684 -5,544-39.0% -$109.62万 减仓
FSMB FIRST TR EXCH TRADED FD III $172.07万0.02%86,209 86,209— $172.07万 新建仓
DTE DTE ENERGY CO $172.26万0.02%11,781 -2,189-15.7% -$32.01万 减仓
CB CHUBB LTD SWITZ $175.40万0.02%5,381 -23,449-81.3% -$764.36万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $175.56万0.02%14,398 14,398— $175.56万 新建仓
DVYE ISHARES INC $175.89万0.02%51,161 51,161— $175.89万 新建仓
JBL JABIL INC $176.67万0.02%6,651 -673-9.2% -$17.88万 减仓
TIP ISHARES TR $176.82万0.02%16,022 16,022— $176.82万 新建仓
EW EDWARDS LIFESCIENCES CORP $177.30万0.02%22,140 -235-1.1% -$1.88万 减仓
PDI PIMCO DYNAMIC INCOME FD $178.15万0.02%104,120 104,120— $178.15万 新建仓
— FIRST TR EXCHANGE-TRADED FD $178.26万0.02%40,202 40,202— $178.26万 新建仓
BIBL NORTHERN LTS FD TR IV $178.94万0.02%37,952 37,952— $178.94万 新建仓
RPG INVESCO EXCHANGE TRADED FD T $179.37万0.02%38,376 38,376— $179.37万 新建仓
IBDR ISHARES TR $179.46万0.02%74,033 74,033— $179.46万 新建仓
RY ROYAL BK CDA $180.69万0.02%11,169 -4,121-27.0% -$66.67万 减仓
— COTERRA ENERGY INC $181.39万0.02%51,618 -45-0.1% -$1,581 减仓
RIO RIO TINTO PLC $181.43万0.02%19,447 -8,808-31.2% -$82.17万 减仓
FIS FIDELITY NATL INFORMATION SV $181.84万0.02%38,764 -666-1.7% -$3.12万 减仓
MFC MANULIFE FINL CORP $182.58万0.02%53,013 -3,014-5.4% -$10.38万 减仓
ADP AUTOMATIC DATA PROCESSING IN $182.60万0.02%8,987 -2,218-19.8% -$45.07万 减仓
MNST MONSTER BEVERAGE CORP NEW $182.97万0.02%25,251 3,48516.0% $25.25万 加仓
ILF ISHARES TR $183.69万0.02%51,715 51,715— $183.69万 新建仓
SBUX STARBUCKS CORP $185.45万0.02%20,700 -825-3.8% -$7.39万 减仓
IGE ISHARES TR $185.70万0.02%29,504 1,9587.1% $12.32万 加仓
VFH VANGUARD WORLD FD $186.16万0.02%15,409 13,707805.3% $165.60万 加仓