Independent Advisor Alliance
CHARLOTTE NC · SEC CIK 0001696899
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SMMU | PIMCO ETF TR | $258.20万 | 0.03% | 51,180 | 51,180 | — | $258.20万 | 新建仓 |
| OKE | ONEOK INC NEW | $258.45万 | 0.03% | 28,593 | 291 | 1.0% | $2.63万 | 加仓 |
| FALN | ISHARES TR | $260.10万 | 0.03% | 97,342 | 97,342 | — | $260.10万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $263.13万 | 0.03% | 79,207 | 79,207 | — | $263.13万 | 新建仓 |
| IRM | IRON MTN INC DEL | $263.39万 | 0.03% | 25,787 | -980 | -3.7% | -$10.01万 | 减仓 |
| ESGU | ISHARES TR | $265.21万 | 0.03% | 18,753 | 14,307 | 321.8% | $202.33万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $266.65万 | 0.03% | 115,061 | 115,061 | — | $266.65万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $268.27万 | 0.03% | 14,705 | -857 | -5.5% | -$15.63万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $268.46万 | 0.03% | 70,647 | 70,647 | — | $268.46万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $269.64万 | 0.03% | 142,513 | 142,513 | — | $269.64万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $271.47万 | 0.03% | 35,569 | 9,475 | 36.3% | $72.31万 | 加仓 |
| NLR | VANECK ETF TRUST | $271.49万 | 0.03% | 20,384 | 13,037 | 177.4% | $173.64万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $272.06万 | 0.03% | 121,646 | 121,646 | — | $272.06万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $274.01万 | 0.03% | 85,816 | 85,816 | — | $274.01万 | 新建仓 |
| PLD | PROLOGIS INC. | $275.11万 | 0.03% | 20,813 | 4,879 | 30.6% | $64.49万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $275.61万 | 0.03% | 38,515 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $276.76万 | 0.03% | 43,488 | 427 | 1.0% | $2.72万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $276.89万 | 0.03% | 11,832 | 11,832 | — | $276.89万 | 新建仓 |
| DUBS | ETF SER SOLUTIONS | $278.38万 | 0.03% | 77,199 | 50,848 | 193.0% | $183.36万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $279.91万 | 0.03% | 95,924 | 47,306 | 97.3% | $138.04万 | 加仓 |
| MCK | MCKESSON CORP | $279.93万 | 0.03% | 3,235 | 41 | 1.3% | $3.55万 | 加仓 |
| NEM | NEWMONT CORP | $281.88万 | 0.03% | 26,039 | 4 | 0.0% | $433 | 加仓 |
| DY | DYCOM INDS INC | $281.90万 | 0.03% | 8,320 | 722 | 9.5% | $24.46万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $284.40万 | 0.03% | 8,240 | -13,310 | -61.8% | -$459.39万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $284.77万 | 0.03% | 31,592 | 3,264 | 11.5% | $29.42万 | 加仓 |
| GPC | GENUINE PARTS CO | $287.19万 | 0.03% | 27,157 | -5,665 | -17.3% | -$59.91万 | 减仓 |
| DGRS | WISDOMTREE TR | $287.86万 | 0.03% | 54,356 | 10,123 | 22.9% | $53.61万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $288.80万 | 0.03% | 67,699 | 67,699 | — | $288.80万 | 新建仓 |
| MMM | 3M CO | $289.30万 | 0.03% | 19,920 | -5,416 | -21.4% | -$78.66万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $290.84万 | 0.03% | 10,752 | 7,216 | 204.1% | $195.19万 | 加仓 |
| IBTJ | ISHARES TR | $290.97万 | 0.03% | 133,209 | 115,122 | 636.5% | $251.46万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $292.44万 | 0.03% | 14,748 | 350 | 2.4% | $6.94万 | 加仓 |
| BENJ | HORIZON FDS | $292.57万 | 0.03% | 55,904 | 55,904 | — | $292.57万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $292.68万 | 0.03% | 25,280 | 206 | 0.8% | $2.38万 | 加仓 |
| EMR | EMERSON ELEC CO | $294.72万 | 0.03% | 22,495 | -8,764 | -28.0% | -$114.82万 | 减仓 |
| FRO | FRONTLINE PLC | $295.23万 | 0.03% | 84,691 | 84,691 | — | $295.23万 | 新建仓 |
| FCCO | FIRST CMNTY CORP S C | $295.56万 | 0.03% | 101,116 | 282 | 0.3% | $8,243 | 加仓 |
| CORP | PIMCO ETF TR | $295.68万 | 0.03% | 30,545 | 30,545 | — | $295.68万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $297.66万 | 0.03% | 25,829 | 23,313 | 926.6% | $268.66万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $298.17万 | 0.03% | 165,466 | -19,726 | -10.7% | -$35.55万 | 减仓 |
| SHEL | SHELL PLC | $299.64万 | 0.03% | 32,220 | -995 | -3.0% | -$9.25万 | 减仓 |
| VST | VISTRA CORP | $300.14万 | 0.03% | 19,965 | 545 | 2.8% | $8.19万 | 加仓 |
| XPO | XPO INC | $304.92万 | 0.03% | 15,673 | -2,029 | -11.5% | -$39.47万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $308.69万 | 0.03% | 48,301 | 48,301 | — | $308.69万 | 新建仓 |
| DON | WISDOMTREE TR | $309.17万 | 0.03% | 58,844 | 58,844 | — | $309.17万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $309.27万 | 0.03% | 106,350 | 106,350 | — | $309.27万 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $309.76万 | 0.03% | 376,834 | -13,557 | -3.5% | -$11.14万 | 减仓 |
| BILZ | PIMCO ETF TR | $310.90万 | 0.03% | 30,792 | 30,792 | — | $310.90万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $311.14万 | 0.03% | 7,466 | 876 | 13.3% | $36.51万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $311.31万 | 0.03% | 12,425 | 12,425 | — | $311.31万 | 新建仓 |
| IAT | ISHARES TR | $311.49万 | 0.03% | 57,854 | 57,854 | — | $311.49万 | 新建仓 |
| ADME | ETF SER SOLUTIONS | $312.03万 | 0.03% | 63,126 | 35,712 | 130.3% | $176.52万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $312.14万 | 0.03% | 11,699 | -573 | -4.7% | -$15.29万 | 减仓 |
| IHDG | WISDOMTREE TR | $314.87万 | 0.03% | 65,394 | 65,394 | — | $314.87万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $317.43万 | 0.03% | 24,241 | -2,902 | -10.7% | -$38.00万 | 减仓 |
| — | GDL FD | $320.65万 | 0.03% | 384,932 | 384,932 | — | $320.65万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $320.87万 | 0.03% | 9,349 | -3,833 | -29.1% | -$131.55万 | 减仓 |
| MTUM | ISHARES TR | $322.39万 | 0.03% | 13,434 | 12,153 | 948.7% | $291.65万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $324.47万 | 0.03% | 82,269 | 44,304 | 116.7% | $174.74万 | 加仓 |
| VLO | VALERO ENERGY CORP | $325.34万 | 0.03% | 13,168 | 121 | 0.9% | $2.99万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $328.03万 | 0.04% | 33,117 | 2,086 | 6.7% | $20.66万 | 加仓 |
| ADBE | ADOBE INC | $328.75万 | 0.04% | 13,525 | 173 | 1.3% | $4.21万 | 加仓 |
| SCZ | ISHARES TR | $329.17万 | 0.04% | 41,980 | 32,356 | 336.2% | $253.70万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $329.33万 | 0.04% | 69,012 | 69,012 | — | $329.33万 | 新建仓 |
| SYK | STRYKER CORPORATION | $329.63万 | 0.04% | 10,032 | 451 | 4.7% | $14.82万 | 加仓 |
| IWO | ISHARES TR | $329.68万 | 0.04% | 10,505 | 6,643 | 172.0% | $208.48万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $329.92万 | 0.04% | 72,428 | 72,428 | — | $329.92万 | 新建仓 |
| UBS | UBS GROUP AG | $330.83万 | 0.04% | 84,676 | -1,556 | -1.8% | -$6.08万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $333.16万 | 0.04% | 122,711 | 122,711 | — | $333.16万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $333.29万 | 0.04% | 11,027 | 11,027 | — | $333.29万 | 新建仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $335.53万 | 0.04% | 112,220 | 112,220 | — | $335.53万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $335.78万 | 0.04% | 73,203 | 47,262 | 182.2% | $216.79万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $336.57万 | 0.04% | 95,048 | 95,048 | — | $336.57万 | 新建仓 |
| EOG | EOG RES INC | $336.95万 | 0.04% | 23,307 | -11,849 | -33.7% | -$171.30万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $337.51万 | 0.04% | 38,154 | 38,154 | — | $337.51万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $339.44万 | 0.04% | 43,290 | 38,539 | 811.2% | $302.19万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $342.90万 | 0.04% | 68,594 | 68,594 | — | $342.90万 | 新建仓 |
| IGSB | ISHARES TR | $344.28万 | 0.04% | 65,503 | 60,605 | 1,237.3% | $318.54万 | 加仓 |
| CSX | CSX CORP | $345.67万 | 0.04% | 84,206 | -1,629 | -1.9% | -$6.69万 | 减仓 |
| MINO | PIMCO ETF TR | $348.48万 | 0.04% | 77,148 | 77,148 | — | $348.48万 | 新建仓 |
| URI | UNITED RENTALS INC | $350.23万 | 0.04% | 4,807 | -4,210 | -46.7% | -$306.73万 | 减仓 |
| SH | PROSHARES TR | $351.83万 | 0.04% | 92,758 | 92,758 | — | $351.83万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $353.38万 | 0.04% | 49,251 | 49,251 | — | $353.38万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $354.75万 | 0.04% | 34,982 | 1,676 | 5.0% | $17.00万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $356.26万 | 0.04% | 115,073 | 106,588 | 1,256.2% | $330.00万 | 加仓 |
| FAST | FASTENAL CO | $359.82万 | 0.04% | 77,548 | 79 | 0.1% | $3,666 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $362.83万 | 0.04% | 163,806 | 93,170 | 131.9% | $206.37万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $364.48万 | 0.04% | 87,741 | 5,360 | 6.5% | $22.27万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $366.47万 | 0.04% | 29,101 | 25,589 | 728.6% | $322.24万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $366.56万 | 0.04% | 32,387 | 2,930 | 9.9% | $33.16万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $366.72万 | 0.04% | 39,710 | 39,710 | — | $366.72万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $372.93万 | 0.04% | 19,210 | 362 | 1.9% | $7.03万 | 加仓 |
| ETR | ENTERGY CORP NEW | $375.28万 | 0.04% | 33,400 | 490 | 1.5% | $5.51万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $378.50万 | 0.04% | 80,394 | 4,429 | 5.8% | $20.85万 | 加仓 |
| — | HONEYWELL INTL INC | $378.52万 | 0.04% | 16,746 | -11,606 | -40.9% | -$262.34万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $378.56万 | 0.04% | 54,626 | 23,561 | 75.8% | $163.28万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $380.10万 | 0.04% | 113,360 | -8,899 | -7.3% | -$29.84万 | 减仓 |
| INTC | INTEL CORP | $382.94万 | 0.04% | 86,776 | -20,963 | -19.5% | -$92.51万 | 减仓 |
| EFAV | ISHARES TR | $383.29万 | 0.04% | 41,949 | 41,949 | — | $383.29万 | 新建仓 |
| PFFD | GLOBAL X FDS | $383.80万 | 0.04% | 208,586 | 208,586 | — | $383.80万 | 新建仓 |