Independent Advisor Alliance
CHARLOTTE NC · SEC CIK 0001696899
$42.70亿2026Q2 申报市值
1,054持仓数
39.7%前十大占比 · 第一大 11.1%
80 / 639新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$5,436.37万
MU 加仓+$2,029.00万
INTC 加仓+$1,535.19万
AMD 加仓+$1,464.59万
SPCX 新建仓+$851.96万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$3.64亿
QQQM 减仓-$2.45亿
SPYG 减仓-$2.16亿
SPY 减仓-$1.73亿
SPYV 减仓-$1.64亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $130.75万 | 0.03% | 18,538 | 29 | 0.2% | $2,045 | 加仓 |
| ITA | ISHARES TR | $131.05万 | 0.03% | 5,406 | -15,404 | -74.0% | -$373.43万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $131.74万 | 0.03% | 16,192 | -1,086 | -6.3% | -$8.84万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $131.98万 | 0.03% | 6,194 | -3,041 | -32.9% | -$64.80万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $132.11万 | 0.03% | 24,519 | -3,512 | -12.5% | -$18.92万 | 减仓 |
| VEEV | VEEVA SYS INC | $132.52万 | 0.03% | 7,467 | 6,177 | 478.8% | $109.62万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $132.91万 | 0.03% | 27,365 | 3,364 | 14.0% | $16.34万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $133.13万 | 0.03% | 13,850 | -11,401 | -45.2% | -$109.59万 | 减仓 |
| EG | EVEREST GROUP LTD | $133.57万 | 0.03% | 3,739 | 906 | 32.0% | $32.37万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $133.93万 | 0.03% | 112,168 | -37,474 | -25.0% | -$44.74万 | 减仓 |
| NET | CLOUDFLARE INC | $133.99万 | 0.03% | 5,462 | 71 | 1.3% | $1.74万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $134.51万 | 0.03% | 28,699 | -584,824 | -95.3% | -$2,741.05万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $134.71万 | 0.03% | 24,155 | -49,048 | -67.0% | -$273.54万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $134.94万 | 0.03% | 22,131 | 898 | 4.2% | $5.48万 | 加仓 |
| SYY | SYSCO CORP | $135.10万 | 0.03% | 16,164 | 436 | 2.8% | $3.64万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $136.31万 | 0.03% | 4,839 | -196 | -3.9% | -$5.52万 | 减仓 |
| CI | THE CIGNA GROUP | $136.32万 | 0.03% | 4,945 | 169 | 3.5% | $4.66万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $136.84万 | 0.03% | 3,646 | 844 | 30.1% | $31.68万 | 加仓 |
| YUM | YUM BRANDS INC | $137.68万 | 0.03% | 8,612 | 800 | 10.2% | $12.79万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $137.71万 | 0.03% | 46,792 | -49,471 | -51.4% | -$145.59万 | 减仓 |
| DEM | WISDOMTREE TR | $137.78万 | 0.03% | 25,615 | -6,454 | -20.1% | -$34.72万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $137.82万 | 0.03% | 13,374 | -1,515 | -10.2% | -$15.61万 | 减仓 |
| P | EVERPURE INC | $137.89万 | 0.03% | 17,501 | -235 | -1.3% | -$1.85万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $138.17万 | 0.03% | 16,585 | 886 | 5.6% | $7.38万 | 加仓 |
| CLX | CLOROX CO DEL | $138.89万 | 0.03% | 14,553 | 3,484 | 31.5% | $33.25万 | 加仓 |
| GDX | VANECK ETF TRUST | $139.39万 | 0.03% | 18,474 | -28,325 | -60.5% | -$213.71万 | 减仓 |
| ECL | ECOLAB INC | $139.44万 | 0.03% | 5,005 | 1,087 | 27.7% | $30.28万 | 加仓 |
| GPC | GENUINE PARTS CO | $139.52万 | 0.03% | 11,825 | -15,332 | -56.5% | -$180.90万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $139.55万 | 0.03% | 15,009 | 5 | 0.0% | $465 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $139.58万 | 0.03% | 14,214 | -46,924 | -76.8% | -$460.80万 | 减仓 |
| NVO | NOVO-NORDISK A S | $139.91万 | 0.03% | 29,184 | -5,624 | -16.2% | -$26.96万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $140.33万 | 0.03% | 6,116 | -7 | -0.1% | -$1,606 | 减仓 |
| CVNA | CARVANA CO | $140.85万 | 0.03% | 21,400 | -1,470 | -6.4% | -$9.68万 | 减仓 |
| KVUE | KENVUE INC | $140.91万 | 0.03% | 73,735 | 1,614 | 2.2% | $3.08万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $141.38万 | 0.03% | 49,800 | -2,287,658 | -97.9% | -$6,494.64万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $142.83万 | 0.03% | 25,288 | -140,012 | -84.7% | -$790.79万 | 减仓 |
| DOV | DOVER CORP | $144.25万 | 0.03% | 6,431 | -65 | -1.0% | -$1.46万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $144.44万 | 0.03% | 10,899 | -169 | -1.5% | -$2.24万 | 减仓 |
| — | TWO RDS SHARED TR | $144.63万 | 0.03% | 69,700 | -1,977 | -2.8% | -$4.10万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $145.02万 | 0.03% | 64,858 | 198 | 0.3% | $4,427 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $145.53万 | 0.03% | 34,945 | -42,254 | -54.7% | -$175.97万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $145.79万 | 0.03% | 2,935 | -332 | -10.2% | -$16.49万 | 减仓 |
| WMB | WILLIAMS COS INC | $146.71万 | 0.03% | 19,735 | -92 | -0.5% | -$6,839 | 减仓 |
| SLGN | SILGAN HLDGS INC | $147.44万 | 0.03% | 31,782 | 2 | 0.0% | $93 | 加仓 |
| PPG | PPG INDS INC | $147.57万 | 0.03% | 12,167 | 4,672 | 62.3% | $56.67万 | 加仓 |
| MDB | MONGODB INC | $147.86万 | 0.03% | 4,402 | 3,655 | 489.3% | $122.77万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $147.97万 | 0.03% | 7,217 | -75 | -1.0% | -$1.54万 | 减仓 |
| — | MATTHEWS INTL FDS | $148.13万 | 0.03% | 32,726 | -1,545 | -4.5% | -$6.99万 | 减仓 |
| EMB | ISHARES TR | $149.64万 | 0.04% | 15,516 | -36,087 | -69.9% | -$348.03万 | 减仓 |
| BIL | SPDR SERIES TRUST | $150.19万 | 0.04% | 16,389 | -214,576 | -92.9% | -$1,966.39万 | 减仓 |
| EBAY | EBAY INC. | $150.37万 | 0.04% | 13,455 | 8,509 | 172.0% | $95.09万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $151.05万 | 0.04% | 4,576 | -651 | -12.5% | -$21.49万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $151.45万 | 0.04% | 23,926 | -2,625 | -9.9% | -$16.62万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $151.53万 | 0.04% | 19,123 | 337 | 1.8% | $2.67万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $151.57万 | 0.04% | 5,170 | -357 | -6.5% | -$10.47万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $154.37万 | 0.04% | 7,657 | -1,279 | -14.3% | -$25.78万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $154.64万 | 0.04% | 15,103 | -701 | -4.4% | -$7.18万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $155.83万 | 0.04% | 70,004 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $156.04万 | 0.04% | 3,498 | -29 | -0.8% | -$1.29万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $158.48万 | 0.04% | 14,683 | 229 | 1.6% | $2.47万 | 加仓 |
| DHI | D R HORTON INC | $158.75万 | 0.04% | 9,746 | 1,721 | 21.4% | $28.03万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $159.51万 | 0.04% | 62,210 | -284 | -0.5% | -$7,282 | 减仓 |
| SPTL | SPDR SERIES TRUST | $159.84万 | 0.04% | 60,936 | -127,994 | -67.7% | -$335.73万 | 减仓 |
| SNOW | SNOWFLAKE INC | $160.57万 | 0.04% | 6,309 | 774 | 14.0% | $19.70万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $161.26万 | 0.04% | 28,980 | -34,146 | -54.1% | -$190.01万 | 减仓 |
| IEF | ISHARES TR | $161.29万 | 0.04% | 17,055 | -28,898 | -62.9% | -$273.29万 | 减仓 |
| VNOM | VIPER ENERGY INC | $161.45万 | 0.04% | 38,077 | 8,543 | 28.9% | $36.22万 | 加仓 |
| MPLX | MPLX LP | $161.70万 | 0.04% | 28,705 | 162 | 0.6% | $9,125 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $161.91万 | 0.04% | 38,377 | -43,892 | -53.4% | -$185.18万 | 减仓 |
| IGE | ISHARES TR | $162.50万 | 0.04% | 28,924 | -580 | -2.0% | -$3.26万 | 减仓 |
| TWLO | TWILIO INC | $163.49万 | 0.04% | 7,924 | 362 | 4.8% | $7.47万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $163.72万 | 0.04% | 9,265 | -405 | -4.2% | -$7.16万 | 减仓 |
| NKE | NIKE INC | $165.08万 | 0.04% | 40,215 | 2,676 | 7.1% | $10.98万 | 加仓 |
| EFA | ISHARES TR | $166.61万 | 0.04% | 16,038 | -37,527 | -70.1% | -$389.84万 | 减仓 |
| USHY | ISHARES TR | $166.68万 | 0.04% | 45,024 | -76,257 | -62.9% | -$282.30万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $167.53万 | 0.04% | 17,455 | -1,167 | -6.3% | -$11.20万 | 减仓 |
| GWW | WW GRAINGER INC | $167.53万 | 0.04% | 1,231 | 37 | 3.1% | $5.04万 | 加仓 |
| GNTX | GENTEX CORP | $169.94万 | 0.04% | 67,251 | 11,472 | 20.6% | $28.99万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $170.02万 | 0.04% | 9,183 | -129 | -1.4% | -$2.39万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $170.43万 | 0.04% | 77,538 | -86,268 | -52.7% | -$189.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $170.93万 | 0.04% | 2,489 | -97,002 | -97.5% | -$6,661.52万 | 减仓 |
| IWO | ISHARES TR | $171.40万 | 0.04% | 4,351 | -6,154 | -58.6% | -$242.42万 | 减仓 |
| POWL | POWELL INDS INC | $173.04万 | 0.04% | 6,043 | 28 | 0.5% | $8,018 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $174.06万 | 0.04% | 30,093 | 453 | 1.5% | $2.62万 | 加仓 |
| IJR | ISHARES TR | $174.37万 | 0.04% | 11,757 | -432,873 | -97.4% | -$6,419.91万 | 减仓 |
| AGX | ARGAN INC | $176.03万 | 0.04% | 2,204 | -631 | -22.3% | -$50.40万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $177.19万 | 0.04% | 17,670 | -36,956 | -67.7% | -$370.59万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $177.83万 | 0.04% | 61,407 | -39,318 | -39.0% | -$113.86万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $178.21万 | 0.04% | 5,176 | -96 | -1.8% | -$3.31万 | 减仓 |
| ABSI | ABSCI CORPORATION | $178.32万 | 0.04% | 153,855 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $178.96万 | 0.04% | 18,852 | -595 | -3.1% | -$5.65万 | 减仓 |
| CPRT | COPART INC | $180.98万 | 0.04% | 64,201 | 31,152 | 94.3% | $87.82万 | 加仓 |
| CB | CHUBB LIMITED | $181.79万 | 0.04% | 5,335 | -46 | -0.9% | -$1.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $183.11万 | 0.04% | 19,973 | 1,805 | 9.9% | $16.55万 | 加仓 |
| DTE | DTE ENERGY CO | $185.27万 | 0.04% | 12,160 | 379 | 3.2% | $5.77万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $185.46万 | 0.04% | 47,701 | 8,937 | 23.1% | $34.75万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $185.79万 | 0.04% | 9,934 | 632 | 6.8% | $11.82万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $186.17万 | 0.04% | 8,421 | 8,421 | — | $186.17万 | 新建仓 |
| HON | HONEYWELL INTL INC | $187.25万 | 0.04% | 8,363 | -8,383 | -50.1% | -$187.70万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $187.83万 | 0.04% | 10,850 | 275 | 2.6% | $4.76万 | 加仓 |