13F 机构持仓

Independent Advisor Alliance

CHARLOTTE NC · SEC CIK 0001696899

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.1%
AAPL 6.0%
ABCB 5.6%
AMD 3.9%
AMZN 3.1%
MSFT 2.7%
GOOG 2.1%
GOOGL 2.0%
AVGO 1.8%
MU 1.5%

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
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 -202,703-100.0% -$502.09万 清仓
PVAL PUTNAM ETF TRUST $00.00%0 -105,123-100.0% -$487.77万 清仓
IYG ISHARES TR $00.00%0 -56,775-100.0% -$470.33万 清仓
RPV INVESCO EXCHANGE TRADED FD T $00.00%0 -43,306-100.0% -$465.06万 清仓
QQEW FIRST TR EXCHANGE-TRADED FD $00.00%0 -36,090-100.0% -$458.25万 清仓
DVY ISHARES TR $00.00%0 -30,025-100.0% -$454.61万 清仓
ICSH ISHARES TR $00.00%0 -89,177-100.0% -$451.42万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -99,555-100.0% -$446.01万 清仓
FXL FIRST TR EXCHANGE-TRADED FD $00.00%0 -27,249-100.0% -$432.90万 清仓
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 -98,637-100.0% -$430.65万 清仓
XAR SPDR SERIES TRUST $00.00%0 -16,631-100.0% -$422.41万 清仓
OUSM ALPS ETF TR $00.00%0 -96,443-100.0% -$421.84万 清仓
CGDG CAPITAL GROUP DIVIDEND GROWE $00.00%0 -116,581-100.0% -$418.53万 清仓
IUS INVESCO EXCH TRD SLF IDX FD $00.00%0 -71,730-100.0% -$415.42万 清仓
TDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -43,605-100.0% -$408.41万 清仓
GOVI INVESCO EXCH TRADED FD TR II $00.00%0 -149,096-100.0% -$406.73万 清仓
DSI ISHARES TR $00.00%0 -33,306-100.0% -$403.64万 清仓
OUNZ VANECK MERK GOLD ETF $00.00%0 -89,476-100.0% -$403.09万 清仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $00.00%0 -247,485-100.0% -$397.71万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -134,085-100.0% -$391.64万 清仓
NTSX WISDOMTREE TR $00.00%0 -74,814-100.0% -$390.15万 清仓
IGRO ISHARES TR $00.00%0 -45,864-100.0% -$384.20万 清仓
PFFD GLOBAL X FDS $00.00%0 -208,586-100.0% -$383.80万 清仓
EFAV ISHARES TR $00.00%0 -41,949-100.0% -$383.29万 清仓
FTA FIRST TR EXCHANGE-TRADED ALP $00.00%0 -39,710-100.0% -$366.72万 清仓
JAVA J P MORGAN EXCHANGE TRADED F $00.00%0 -49,251-100.0% -$353.38万 清仓
SH PROSHARES TR $00.00%0 -92,758-100.0% -$351.83万 清仓
MINO PIMCO ETF TR $00.00%0 -77,148-100.0% -$348.48万 清仓
JMUB J P MORGAN EXCHANGE TRADED F $00.00%0 -68,594-100.0% -$342.90万 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -38,154-100.0% -$337.51万 清仓
SFLR INNOVATOR ETFS TRUST $00.00%0 -95,048-100.0% -$336.57万 清仓
FLCG FEDERATED HERMES ETF TRUST $00.00%0 -112,220-100.0% -$335.53万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -11,027-100.0% -$333.29万 清仓
CGMU CAPITAL GRP FIXED INCM ETF T $00.00%0 -122,711-100.0% -$333.16万 清仓
FEMS FIRST TR EXCH TRD ALPHDX FD $00.00%0 -72,428-100.0% -$329.92万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -69,012-100.0% -$329.33万 清仓
— GDL FD $00.00%0 -384,932-100.0% -$320.65万 清仓
IHDG WISDOMTREE TR $00.00%0 -65,394-100.0% -$314.87万 清仓
IAT ISHARES TR $00.00%0 -57,854-100.0% -$311.49万 清仓
BILZ PIMCO ETF TR $00.00%0 -30,792-100.0% -$310.90万 清仓
DON WISDOMTREE TR $00.00%0 -58,844-100.0% -$309.17万 清仓
HELO J P MORGAN EXCHANGE TRADED F $00.00%0 -48,301-100.0% -$308.69万 清仓
CORP PIMCO ETF TR $00.00%0 -30,545-100.0% -$295.68万 清仓
BENJ HORIZON FDS $00.00%0 -55,904-100.0% -$292.57万 清仓
ILOW AB ACTIVE ETFS INC $00.00%0 -67,699-100.0% -$288.80万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -11,832-100.0% -$276.89万 清仓
FGD FIRST TR EXCHANGE-TRADED FD $00.00%0 -85,816-100.0% -$274.01万 清仓
BSJR INVESCO EXCH TRD SLF IDX FD $00.00%0 -121,646-100.0% -$272.06万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -142,513-100.0% -$269.64万 清仓
FESM FIDELITY COVINGTON TRUST $00.00%0 -70,647-100.0% -$268.46万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -115,061-100.0% -$266.65万 清仓
BOTZ GLOBAL X FDS $00.00%0 -79,207-100.0% -$263.13万 清仓
FALN ISHARES TR $00.00%0 -97,342-100.0% -$260.10万 清仓
SMMU PIMCO ETF TR $00.00%0 -51,180-100.0% -$258.20万 清仓
HAWX ISHARES TR $00.00%0 -62,731-100.0% -$256.51万 清仓
COWG PACER FDS TR $00.00%0 -75,782-100.0% -$255.68万 清仓
GPIX GOLDMAN SACHS ETF TR $00.00%0 -50,963-100.0% -$255.02万 清仓
FAN FIRST TR EXCHANGE-TRADED FD $00.00%0 -102,711-100.0% -$254.11万 清仓
SUSL ISHARES TR $00.00%0 -22,256-100.0% -$252.83万 清仓
ILCG ISHARES TR $00.00%0 -26,336-100.0% -$251.46万 清仓
TAFI AB ACTIVE ETFS INC $00.00%0 -99,614-100.0% -$250.83万 清仓
HFXI NEW YORK LIFE INVESTMENTS ET $00.00%0 -73,980-100.0% -$248.42万 清仓
FLCB FRANKLIN TEMPLETON ETF TR $00.00%0 -112,937-100.0% -$242.70万 清仓
JHMM JOHN HANCOCK EXCHANGE TRADED $00.00%0 -36,010-100.0% -$241.70万 清仓
OAKM HARRIS OAKMARK ETF TRUST $00.00%0 -87,271-100.0% -$240.56万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -43,922-100.0% -$239.59万 清仓
HYG ISHARES TR $00.00%0 -30,094-100.0% -$239.43万 清仓
— GLOBAL X FDS $00.00%0 -55,025-100.0% -$228.61万 清仓
GAB GABELLI EQUITY TR INC $00.00%0 -405,588-100.0% -$227.13万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -51,104-100.0% -$225.76万 清仓
JNK SPDR SERIES TRUST $00.00%0 -23,349-100.0% -$223.49万 清仓
VAW VANGUARD WORLD FD $00.00%0 -9,887-100.0% -$222.80万 清仓
OEF ISHARES TR $00.00%0 -6,959-100.0% -$221.34万 清仓
FXZ FIRST TR EXCHANGE-TRADED FD $00.00%0 -28,899-100.0% -$220.24万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -43,044-100.0% -$218.81万 清仓
AOR ISHARES TR $00.00%0 -33,599-100.0% -$216.21万 清仓
FTCB FIRST TR EXCHANGE-TRADED FD $00.00%0 -102,963-100.0% -$215.81万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -41,310-100.0% -$214.52万 清仓
FTLS FIRST TR EXCH TRADED FD III $00.00%0 -30,446-100.0% -$214.22万 清仓
TCAF T ROWE PRICE ETF INC $00.00%0 -59,678-100.0% -$212.39万 清仓
FTXL FIRST TR EXCHANGE TRADED FD $00.00%0 -14,163-100.0% -$208.86万 清仓
SPBO SPDR SERIES TRUST $00.00%0 -71,673-100.0% -$208.07万 清仓
TAXF AMERICAN CENTY ETF TR $00.00%0 -41,546-100.0% -$207.94万 清仓
FDD FIRST TR EXCHANGE-TRADED FD $00.00%0 -116,379-100.0% -$207.27万 清仓
IDEV ISHARES TR $00.00%0 -24,745-100.0% -$206.79万 清仓
FMDE FIDELITY COVINGTON TRUST $00.00%0 -57,268-100.0% -$205.93万 清仓
RQI COHEN & STEERS QUALITY INCOM $00.00%0 -169,832-100.0% -$204.65万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -66,339-100.0% -$200.01万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -51,595-100.0% -$199.16万 清仓
DDWM WISDOMTREE TR $00.00%0 -45,120-100.0% -$199.03万 清仓
IBDS ISHARES TR $00.00%0 -79,079-100.0% -$191.69万 清仓
IGV ISHARES TR $00.00%0 -23,591-100.0% -$188.85万 清仓
XBIL RBB FD INC $00.00%0 -37,650-100.0% -$188.36万 清仓
FTC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -12,209-100.0% -$188.19万 清仓
FLQL FRANKLIN TEMPLETON ETF TR $00.00%0 -27,817-100.0% -$188.15万 清仓
IPKW INVESCO EXCH TRADED FD TR II $00.00%0 -33,404-100.0% -$187.94万 清仓
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -86,478-100.0% -$187.53万 清仓
FLUD FRANKLIN TEMPLETON ETF TR $00.00%0 -74,477-100.0% -$186.19万 清仓
VFH VANGUARD WORLD FD $00.00%0 -15,409-100.0% -$186.16万 清仓
ILF ISHARES TR $00.00%0 -51,715-100.0% -$183.69万 清仓