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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -51,618 | -100.0% | -$181.39万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -74,033 | -100.0% | -$179.46万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -38,376 | -100.0% | -$179.37万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -37,952 | -100.0% | -$178.94万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -40,202 | -100.0% | -$178.26万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -104,120 | -100.0% | -$178.15万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -16,022 | -100.0% | -$176.82万 | 清仓 |
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -51,161 | -100.0% | -$175.89万 | 清仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -14,398 | -100.0% | -$175.56万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -86,209 | -100.0% | -$172.07万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -17,055 | -100.0% | -$171.68万 | 清仓 |
| SMMV | ISHARES TR | $0 | 0.00% | 0 | -39,215 | -100.0% | -$171.04万 | 清仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -44,760 | -100.0% | -$170.58万 | 清仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -80,926 | -100.0% | -$170.23万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -15,059 | -100.0% | -$167.42万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -21,208 | -100.0% | -$166.82万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -29,652 | -100.0% | -$165.07万 | 清仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -63,956 | -100.0% | -$164.94万 | 清仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -80,286 | -100.0% | -$164.02万 | 清仓 |
| VLU | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,621 | -100.0% | -$163.84万 | 清仓 |
| INMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -68,395 | -100.0% | -$163.53万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -64,012 | -100.0% | -$162.14万 | 清仓 |
| IQDG | WISDOMTREE TR | $0 | 0.00% | 0 | -40,250 | -100.0% | -$161.57万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -17,271 | -100.0% | -$158.06万 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | -25,333 | -100.0% | -$153.09万 | 清仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $0 | 0.00% | 0 | -81,085 | -100.0% | -$151.95万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -28,291 | -100.0% | -$150.93万 | 清仓 |
| INTF | ISHARES TR | $0 | 0.00% | 0 | -38,406 | -100.0% | -$149.63万 | 清仓 |
| AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | -34,393 | -100.0% | -$149.44万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -28,829 | -100.0% | -$149.43万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -22,046 | -100.0% | -$147.73万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -27,826 | -100.0% | -$145.98万 | 清仓 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -65,373 | -100.0% | -$143.95万 | 清仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -14,047 | -100.0% | -$143.20万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -52,520 | -100.0% | -$142.57万 | 清仓 |
| HYBL | SSGA ACTIVE TR | $0 | 0.00% | 0 | -50,112 | -100.0% | -$139.51万 | 清仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -53,694 | -100.0% | -$137.40万 | 清仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -21,066 | -100.0% | -$137.29万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -12,547 | -100.0% | -$137.21万 | 清仓 |
| GSSC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -18,380 | -100.0% | -$137.02万 | 清仓 |
| ALAI | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -41,449 | -100.0% | -$136.95万 | 清仓 |
| HEGD | LISTED FDS TR | $0 | 0.00% | 0 | -55,323 | -100.0% | -$136.65万 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -23,834 | -100.0% | -$136.33万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -28,643 | -100.0% | -$136.20万 | 清仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -24,676 | -100.0% | -$135.32万 | 清仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -29,158 | -100.0% | -$134.59万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -48,472 | -100.0% | -$134.40万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -11,522 | -100.0% | -$133.78万 | 清仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -66,445 | -100.0% | -$133.22万 | 清仓 |
| TXUE | THORNBURG ETF TR | $0 | 0.00% | 0 | -40,788 | -100.0% | -$131.30万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -52,960 | -100.0% | -$129.17万 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -32,687 | -100.0% | -$129.05万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -17,018 | -100.0% | -$128.89万 | 清仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,960 | -100.0% | -$127.63万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -28,274 | -100.0% | -$126.41万 | 清仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $0 | 0.00% | 0 | -121,315 | -100.0% | -$124.83万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -47,792 | -100.0% | -$124.31万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -12,889 | -100.0% | -$123.51万 | 清仓 |
| LVHD | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -28,948 | -100.0% | -$123.20万 | 清仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -9,585 | -100.0% | -$122.92万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -8,865 | -100.0% | -$122.62万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,305 | -100.0% | -$121.57万 | 清仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -58,506 | -100.0% | -$121.10万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,235 | -100.0% | -$119.88万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -62,537 | -100.0% | -$118.82万 | 清仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -17,318 | -100.0% | -$118.51万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -6,485 | -100.0% | -$116.77万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -23,491 | -100.0% | -$116.49万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -16,426 | -100.0% | -$116.36万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,652 | -100.0% | -$116.31万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -12,786 | -100.0% | -$115.93万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -25,406 | -100.0% | -$115.90万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -26,413 | -100.0% | -$115.14万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,678 | -100.0% | -$114.83万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -9,172 | -100.0% | -$114.76万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -20,947 | -100.0% | -$114.47万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -9,457 | -100.0% | -$114.40万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -28,613 | -100.0% | -$112.96万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -46,387 | -100.0% | -$112.58万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -10,504 | -100.0% | -$111.87万 | 清仓 |
| ISMD | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -27,900 | -100.0% | -$111.52万 | 清仓 |
| OBIL | RBB FD INC | $0 | 0.00% | 0 | -22,249 | -100.0% | -$111.41万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -39,932 | -100.0% | -$108.74万 | 清仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -49,084 | -100.0% | -$108.29万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -43,273 | -100.0% | -$108.09万 | 清仓 |
| — | FIRST TR SR FLTG RATE INCOME | $0 | 0.00% | 0 | -110,815 | -100.0% | -$106.83万 | 清仓 |
| QUS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,219 | -100.0% | -$106.74万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -8,933 | -100.0% | -$106.63万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -40,874 | -100.0% | -$105.78万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -23,540 | -100.0% | -$105.58万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -10,208 | -100.0% | -$105.58万 | 清仓 |
| BKGI | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -23,556 | -100.0% | -$104.92万 | 清仓 |
| STEW | SRH TOTAL RETURN FUND INC | $0 | 0.00% | 0 | -60,360 | -100.0% | -$103.22万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -26,552 | -100.0% | -$103.18万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -11,914 | -100.0% | -$102.89万 | 清仓 |
| LRGE | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -13,677 | -100.0% | -$102.85万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -21,964 | -100.0% | -$102.57万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -12,709 | -100.0% | -$102.41万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -24,166 | -100.0% | -$102.24万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $0 | 0.00% | 0 | -356,420 | -100.0% | -$101.22万 | 清仓 |