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
SPYD SPDR SERIES TRUST $00.00%0 -22,139-100.0% -$100.78万 清仓
KRE SPDR SERIES TRUST $00.00%0 -15,323-100.0% -$99.83万 清仓
IGF ISHARES TR $00.00%0 -14,858-100.0% -$99.55万 清仓
AVSC AMERICAN CENTY ETF TR $00.00%0 -15,753-100.0% -$98.14万 清仓
PALC PACER FDS TR $00.00%0 -18,912-100.0% -$97.98万 清仓
NUBD NUSHARES ETF TR $00.00%0 -43,711-100.0% -$97.08万 清仓
VGK VANGUARD INTL EQUITY INDEX F $00.00%0 -11,654-100.0% -$96.06万 清仓
TDI TOUCHSTONE ETF TRUST $00.00%0 -23,168-100.0% -$95.54万 清仓
HYFI AB ACTIVE ETFS INC $00.00%0 -25,608-100.0% -$95.24万 清仓
FIIG FIRST TR EXCHANGE-TRADED FD $00.00%0 -45,890-100.0% -$95.23万 清仓
XBI SPDR SERIES TRUST $00.00%0 -7,428-100.0% -$94.88万 清仓
ICVT ISHARES TR $00.00%0 -9,297-100.0% -$94.63万 清仓
QMOM EA SERIES TRUST $00.00%0 -13,833-100.0% -$94.50万 清仓
IDHQ INVESCO EXCH TRADED FD TR II $00.00%0 -26,553-100.0% -$93.92万 清仓
VSGX VANGUARD WORLD FD $00.00%0 -12,930-100.0% -$92.75万 清仓
TOTL SSGA ACTIVE ETF TR $00.00%0 -22,966-100.0% -$91.24万 清仓
MGC VANGUARD WORLD FD $00.00%0 -3,833-100.0% -$90.60万 清仓
SGOL ETFS GOLD TR $00.00%0 -20,116-100.0% -$89.76万 清仓
HTAB HARTFORD FDS EXCHANGE TRADED $00.00%0 -47,088-100.0% -$89.47万 清仓
IBD NORTHERN LTS FD TR IV $00.00%0 -37,407-100.0% -$89.24万 清仓
VOOV VANGUARD ADMIRAL FDS INC $00.00%0 -4,359-100.0% -$88.82万 清仓
ISCV ISHARES TR $00.00%0 -12,695-100.0% -$88.24万 清仓
R RYDER SYS INC $00.00%0 -4,304-100.0% -$88.11万 清仓
IDV ISHARES TR $00.00%0 -20,631-100.0% -$87.80万 清仓
IEI ISHARES TR $00.00%0 -7,345-100.0% -$87.11万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -3,383-100.0% -$87.05万 清仓
XSOE WISDOMTREE TR $00.00%0 -21,501-100.0% -$86.22万 清仓
— FRANKLIN TEMPLETON HOLDINGS $00.00%0 -13,750-100.0% -$85.48万 清仓
IWV ISHARES TR $00.00%0 -2,299-100.0% -$85.22万 清仓
PREF PRINCIPAL EXCHANGE TRADED FD $00.00%0 -45,043-100.0% -$84.77万 清仓
PIZ INVESCO EXCH TRADED FD TR II $00.00%0 -17,014-100.0% -$84.25万 清仓
FXR FIRST TR EXCHANGE-TRADED FD $00.00%0 -10,282-100.0% -$83.93万 清仓
VPU VANGUARD WORLD FD $00.00%0 -4,223-100.0% -$83.68万 清仓
DGS WISDOMTREE TR $00.00%0 -13,902-100.0% -$83.56万 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 -16,779-100.0% -$83.24万 清仓
TMFC RBB FD INC $00.00%0 -12,524-100.0% -$82.62万 清仓
QYLD GLOBAL X FDS $00.00%0 -48,151-100.0% -$82.58万 清仓
— LATTICE STRATEGIES TR $00.00%0 -26,552-100.0% -$82.33万 清仓
STXF EA SERIES TRUST $00.00%0 -19,488-100.0% -$81.79万 清仓
MLPX GLOBAL X FDS $00.00%0 -11,033-100.0% -$81.58万 清仓
DBEF DBX ETF TR $00.00%0 -16,492-100.0% -$81.47万 清仓
JPIB J P MORGAN EXCHANGE TRADED F $00.00%0 -16,891-100.0% -$80.77万 清仓
— TWO RDS SHARED TR $00.00%0 -83,140-100.0% -$80.59万 清仓
NUSC NUSHARES ETF TR $00.00%0 -17,797-100.0% -$80.19万 清仓
MGV VANGUARD WORLD FD $00.00%0 -5,523-100.0% -$80.05万 清仓
QTUM ETF SER SOLUTIONS $00.00%0 -7,446-100.0% -$79.90万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -4,326-100.0% -$79.72万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -11,108-100.0% -$79.54万 清仓
VTIP VANGUARD MALVERN FDS $00.00%0 -15,923-100.0% -$79.54万 清仓
AVGE AMERICAN CENTY ETF TR $00.00%0 -8,946-100.0% -$78.74万 清仓
XME SPDR SERIES TRUST $00.00%0 -7,193-100.0% -$77.70万 清仓
FMHI FIRST TR EXCH TRADED FD III $00.00%0 -16,309-100.0% -$77.53万 清仓
ARTY ISHARES TR $00.00%0 -16,555-100.0% -$77.03万 清仓
GPIQ GOLDMAN SACHS ETF TR $00.00%0 -15,500-100.0% -$76.71万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -35,691-100.0% -$76.66万 清仓
FXD FIRST TR EXCHANGE-TRADED FD $00.00%0 -11,789-100.0% -$75.47万 清仓
GRPM INVESCO EXCHANGE TRADED FD T $00.00%0 -6,365-100.0% -$75.26万 清仓
TYG TORTOISE ENERGY INFRSTRCTR C $00.00%0 -15,020-100.0% -$74.87万 清仓
IMCG ISHARES TR $00.00%0 -9,444-100.0% -$74.39万 清仓
TBLL INVESCO EXCH TRADED FD TR II $00.00%0 -7,004-100.0% -$73.93万 清仓
ICOP ISHARES TR $00.00%0 -15,479-100.0% -$73.64万 清仓
TUSI TOUCHSTONE ETF TRUST $00.00%0 -29,012-100.0% -$73.46万 清仓
— FLAHERTY & CRUMRINE TOTAL RE $00.00%0 -44,242-100.0% -$73.44万 清仓
AIQ GLOBAL X FDS $00.00%0 -15,696-100.0% -$73.26万 清仓
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -34,984-100.0% -$73.12万 清仓
SPGP INVESCO EXCHANGE TRADED FD T $00.00%0 -6,754-100.0% -$72.69万 清仓
BTT BLACKROCK MUN TARGET TERM TR $00.00%0 -31,901-100.0% -$72.42万 清仓
FXO FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,771-100.0% -$71.76万 清仓
CALI BLACKROCK ETF TRUST II $00.00%0 -14,200-100.0% -$71.61万 清仓
— FIDELITY MERRIMACK STR TR $00.00%0 -13,882-100.0% -$70.25万 清仓
MDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -43,110-100.0% -$69.71万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -14,249-100.0% -$68.37万 清仓
ARKK ARK ETF TR $00.00%0 -10,013-100.0% -$67.68万 清仓
VLUE ISHARES TR $00.00%0 -4,741-100.0% -$67.41万 清仓
— HARBOR ETF TRUST $00.00%0 -14,910-100.0% -$66.81万 清仓
PTNQ PACER FDS TR $00.00%0 -9,143-100.0% -$66.70万 清仓
INCM FRANKLIN TEMPLETON ETF TR $00.00%0 -23,072-100.0% -$66.33万 清仓
MHD BLACKROCK MUNIHOLDINGS FD IN $00.00%0 -58,420-100.0% -$65.90万 清仓
QDPL PACER FDS TR $00.00%0 -16,004-100.0% -$64.24万 清仓
SYFI AB ACTIVE ETFS INC $00.00%0 -18,002-100.0% -$63.94万 清仓
FPX FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,994-100.0% -$63.43万 清仓
CGCV CAPITAL GROUP CONSERVATIVE E $00.00%0 -21,211-100.0% -$63.23万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -12,690-100.0% -$63.21万 清仓
ISCF ISHARES TR $00.00%0 -14,750-100.0% -$61.64万 清仓
HEDJ WISDOMTREE TR $00.00%0 -11,687-100.0% -$61.12万 清仓
FLJP FRANKLIN TEMPLETON ETF TR $00.00%0 -16,673-100.0% -$60.32万 清仓
YEAR AB ACTIVE ETFS INC $00.00%0 -11,720-100.0% -$59.16万 清仓
FYC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -6,077-100.0% -$58.94万 清仓
VV VANGUARD INDEX FDS $00.00%0 -1,970-100.0% -$58.87万 清仓
CGIC CAPITAL GROUP INTERNATIONAL $00.00%0 -17,687-100.0% -$58.56万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -33,650-100.0% -$58.28万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -12,484-100.0% -$58.18万 清仓
UFOX ETF SER SOLUTIONS $00.00%0 -8,398-100.0% -$57.26万 清仓
— GLOBAL X FDS $00.00%0 -18,530-100.0% -$57.24万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -7,414-100.0% -$57.22万 清仓
OMDA OMADA HEALTH INC $00.00%0 -45,426-100.0% -$57.10万 清仓
LIT GLOBAL X FDS $00.00%0 -7,659-100.0% -$56.94万 清仓
— EATON VANCE RISK-MANAGED DIV $00.00%0 -69,048-100.0% -$56.41万 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -8,500-100.0% -$56.20万 清仓
SCIO FIRST TR EXCHANGE-TRADED FD $00.00%0 -27,208-100.0% -$56.16万 清仓