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 |
|---|---|---|---|---|---|---|---|---|
| IGRO | ISHARES TR | $384.20万 | 0.04% | 45,864 | 45,864 | — | $384.20万 | 新建仓 |
| UNP | UNION PAC CORP | $386.58万 | 0.04% | 15,934 | -21,179 | -57.1% | -$513.83万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $386.59万 | 0.04% | 41,879 | -1,451 | -3.3% | -$13.39万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $388.54万 | 0.04% | 18,387 | -731 | -3.8% | -$15.45万 | 减仓 |
| NTSX | WISDOMTREE TR | $390.15万 | 0.04% | 74,814 | 74,814 | — | $390.15万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $391.64万 | 0.04% | 134,085 | 134,085 | — | $391.64万 | 新建仓 |
| FDX | FEDEX CORP | $393.89万 | 0.04% | 11,059 | 3,655 | 49.4% | $130.18万 | 加仓 |
| IAGG | ISHARES TR | $396.83万 | 0.04% | 79,303 | 79,303 | — | $396.83万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $397.71万 | 0.04% | 247,485 | 247,485 | — | $397.71万 | 新建仓 |
| SHY | ISHARES TR | $398.81万 | 0.04% | 48,300 | 44,988 | 1,358.3% | $371.47万 | 加仓 |
| IBTG | ISHARES TR | $401.29万 | 0.04% | 175,119 | 155,126 | 775.9% | $355.47万 | 重新持有 |
| AFL | AFLAC INC | $403.01万 | 0.04% | 36,734 | -1,971 | -5.1% | -$21.62万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $403.09万 | 0.04% | 89,476 | 89,476 | — | $403.09万 | 新建仓 |
| DSI | ISHARES TR | $403.64万 | 0.04% | 33,306 | 33,306 | — | $403.64万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $404.20万 | 0.04% | 47,469 | 41,576 | 705.5% | $354.02万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $406.73万 | 0.04% | 149,096 | 149,096 | — | $406.73万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $406.99万 | 0.04% | 967 | 22 | 2.3% | $9.26万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $407.56万 | 0.04% | 68,439 | 7,546 | 12.4% | $44.94万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $408.41万 | 0.04% | 43,605 | 43,605 | — | $408.41万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $412.05万 | 0.04% | 213,499 | -88,102 | -29.2% | -$170.04万 | 减仓 |
| BLK | BLACKROCK INC | $412.57万 | 0.04% | 4,290 | -129 | -2.9% | -$12.41万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $415.42万 | 0.04% | 71,730 | 71,730 | — | $415.42万 | 新建仓 |
| ENB | ENBRIDGE INC | $417.49万 | 0.04% | 77,113 | -28,049 | -26.7% | -$151.86万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $418.53万 | 0.04% | 116,581 | 116,581 | — | $418.53万 | 新建仓 |
| ALB | ALBEMARLE CORP | $419.15万 | 0.04% | 23,347 | 16,021 | 218.7% | $287.62万 | 加仓 |
| FTI | TECHNIPFMC PLC | $420.57万 | 0.05% | 60,838 | -424 | -0.7% | -$2.93万 | 减仓 |
| OUSM | ALPS ETF TR | $421.84万 | 0.05% | 96,443 | 96,443 | — | $421.84万 | 新建仓 |
| D | DOMINION ENERGY INC | $422.05万 | 0.05% | 68,270 | -8,537 | -11.1% | -$52.78万 | 减仓 |
| XAR | SPDR SERIES TRUST | $422.41万 | 0.05% | 16,631 | 16,631 | — | $422.41万 | 新建仓 |
| CRM | SALESFORCE INC | $426.67万 | 0.05% | 22,857 | -12,635 | -35.6% | -$235.86万 | 减仓 |
| USB | US BANCORP | $427.50万 | 0.05% | 82,196 | 2,268 | 2.8% | $11.80万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $427.61万 | 0.05% | 52,160 | 48,505 | 1,327.1% | $397.65万 | 加仓 |
| GDX | VANECK ETF TRUST | $429.47万 | 0.05% | 46,799 | 28,769 | 159.6% | $264.01万 | 加仓 |
| SPGI | S&P GLOBAL INC | $429.81万 | 0.05% | 10,105 | -3,240 | -24.3% | -$137.81万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $430.65万 | 0.05% | 98,637 | 98,637 | — | $430.65万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.05% | 6 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $432.30万 | 0.05% | 18,813 | -25,005 | -57.1% | -$574.59万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $432.90万 | 0.05% | 27,249 | 27,249 | — | $432.90万 | 新建仓 |
| LIN | LINDE PLC | $437.30万 | 0.05% | 8,820 | -7,048 | -44.4% | -$349.44万 | 减仓 |
| IEF | ISHARES TR | $438.58万 | 0.05% | 45,953 | 27,734 | 152.2% | $264.69万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $439.38万 | 0.05% | 144,057 | 133,959 | 1,326.6% | $408.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $444.94万 | 0.05% | 92,598 | 28,195 | 43.8% | $135.48万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $445.68万 | 0.05% | 93,768 | 54,390 | 138.1% | $258.52万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $446.01万 | 0.05% | 99,555 | 99,555 | — | $446.01万 | 新建仓 |
| USHY | ISHARES TR | $446.80万 | 0.05% | 121,281 | 86,619 | 249.9% | $319.10万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $448.40万 | 0.05% | 371,808 | 357,679 | 2,531.5% | $431.36万 | 加仓 |
| BA | BOEING CO | $449.06万 | 0.05% | 22,562 | 1,438 | 6.8% | $28.62万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $450.81万 | 0.05% | 157,022 | -24,557 | -13.5% | -$70.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $451.03万 | 0.05% | 182,235 | 113,346 | 164.5% | $280.53万 | 加仓 |
| ICSH | ISHARES TR | $451.42万 | 0.05% | 89,177 | 89,177 | — | $451.42万 | 新建仓 |
| DVY | ISHARES TR | $454.61万 | 0.05% | 30,025 | 30,025 | — | $454.61万 | 新建仓 |
| ITA | ISHARES TR | $455.22万 | 0.05% | 20,810 | 15,612 | 300.3% | $341.51万 | 加仓 |
| HSY | HERSHEY CO | $455.67万 | 0.05% | 21,919 | -20,831 | -48.7% | -$433.05万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $458.25万 | 0.05% | 36,090 | 36,090 | — | $458.25万 | 新建仓 |
| NOW | SERVICENOW INC | $463.77万 | 0.05% | 44,358 | -6,171 | -12.2% | -$64.52万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $465.06万 | 0.05% | 43,306 | 43,306 | — | $465.06万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $466.68万 | 0.05% | 33,486 | 454 | 1.4% | $6.33万 | 加仓 |
| IYG | ISHARES TR | $470.33万 | 0.05% | 56,775 | 56,775 | — | $470.33万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $471.12万 | 0.05% | 50,129 | -4,982 | -9.0% | -$46.82万 | 减仓 |
| CMI | CUMMINS INC | $471.13万 | 0.05% | 8,757 | 356 | 4.2% | $19.15万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $474.86万 | 0.05% | 66,017 | -4,070 | -5.8% | -$29.28万 | 减仓 |
| EMB | ISHARES TR | $484.71万 | 0.05% | 51,603 | 37,716 | 271.6% | $354.27万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $484.91万 | 0.05% | 44,496 | 41,314 | 1,298.4% | $450.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $485.21万 | 0.05% | 39,519 | -54,118 | -57.8% | -$664.46万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $487.77万 | 0.05% | 105,123 | 105,123 | — | $487.77万 | 新建仓 |
| EFG | ISHARES TR | $494.48万 | 0.05% | 44,400 | 40,352 | 996.8% | $449.40万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $496.89万 | 0.05% | 188,930 | 154,747 | 452.7% | $406.99万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $500.72万 | 0.05% | 10,187 | -89 | -0.9% | -$4.37万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $502.09万 | 0.05% | 202,703 | 202,703 | — | $502.09万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $506.69万 | 0.05% | 86,555 | 57,073 | 193.6% | $334.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $511.16万 | 0.05% | 13,093 | -3,136 | -19.3% | -$122.43万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $514.71万 | 0.06% | 50,132 | -19,514 | -28.0% | -$200.35万 | 减仓 |
| EFA | ISHARES TR | $520.28万 | 0.06% | 53,565 | 37,607 | 235.7% | $365.28万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $521.16万 | 0.06% | 18,663 | -1,250 | -6.3% | -$34.91万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $526.43万 | 0.06% | 277,945 | 277,945 | — | $526.43万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $526.67万 | 0.06% | 156,098 | 156,098 | — | $526.67万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $528.25万 | 0.06% | 66,640 | 39,912 | 149.3% | $316.38万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $528.58万 | 0.06% | 51,954 | 51,954 | — | $528.58万 | 新建仓 |
| IBTI | ISHARES TR | $530.24万 | 0.06% | 237,958 | 219,667 | 1,201.0% | $489.48万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $530.95万 | 0.06% | 107,350 | 103,010 | 2,373.5% | $509.49万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $531.36万 | 0.06% | 11,197 | -397 | -3.4% | -$18.84万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $531.53万 | 0.06% | 91,360 | 85,283 | 1,403.4% | $496.18万 | 加仓 |
| DIS | DISNEY WALT CO | $538.01万 | 0.06% | 55,822 | -6,394 | -10.3% | -$61.63万 | 减仓 |
| VHT | VANGUARD WORLD FD | $538.46万 | 0.06% | 19,772 | 19,772 | — | $538.46万 | 新建仓 |
| IBTH | ISHARES TR | $543.31万 | 0.06% | 242,226 | 224,027 | 1,231.0% | $502.49万 | 加仓 |
| SHM | SPDR SERIES TRUST | $550.01万 | 0.06% | 114,992 | 72,564 | 171.0% | $347.07万 | 加仓 |
| XYLD | GLOBAL X FDS | $550.14万 | 0.06% | 140,592 | 126,522 | 899.2% | $495.08万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $552.71万 | 0.06% | 123,592 | 123,592 | — | $552.71万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $556.17万 | 0.06% | 109,096 | 109,096 | — | $556.17万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $556.45万 | 0.06% | 91,748 | 10,313 | 12.7% | $62.55万 | 加仓 |
| IYW | ISHARES TR | $558.75万 | 0.06% | 30,798 | 29,020 | 1,632.2% | $526.49万 | 加仓 |
| FLOT | ISHARES TR | $559.17万 | 0.06% | 109,749 | 72,990 | 198.6% | $371.89万 | 加仓 |
| PAAA | PGIM ETF TR | $559.34万 | 0.06% | 109,288 | 103,068 | 1,657.0% | $527.50万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $559.37万 | 0.06% | 8,199 | 629 | 8.3% | $42.91万 | 加仓 |
| IAU | ISHARES GOLD TR | $561.90万 | 0.06% | 63,736 | -38,119 | -37.4% | -$336.06万 | 减仓 |
| IWD | ISHARES TR | $562.67万 | 0.06% | 26,333 | 22,952 | 678.9% | $490.42万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $566.37万 | 0.06% | 188,352 | 188,352 | — | $566.37万 | 新建仓 |
| FNV | FRANCO NEV CORP | $566.47万 | 0.06% | 22,930 | 273 | 1.2% | $6.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $575.05万 | 0.06% | 21,252 | -10,997 | -34.1% | -$297.56万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $575.52万 | 0.06% | 104,772 | 104,772 | — | $575.52万 | 新建仓 |