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 |
|---|---|---|---|---|---|---|---|---|
| SOXQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,394 | -100.0% | -$56.08万 | 清仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -25,822 | -100.0% | -$55.70万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,569 | -100.0% | -$54.85万 | 清仓 |
| QFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -16,460 | -100.0% | -$54.81万 | 清仓 |
| DHS | WISDOMTREE TR | $0 | 0.00% | 0 | -4,941 | -100.0% | -$53.96万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,602 | -100.0% | -$53.01万 | 清仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,808 | -100.0% | -$52.64万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,774 | -100.0% | -$52.58万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -8,048 | -100.0% | -$52.50万 | 清仓 |
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -9,222 | -100.0% | -$52.17万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -31,338 | -100.0% | -$52.05万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -21,092 | -100.0% | -$51.95万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -4,361 | -100.0% | -$51.55万 | 清仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,555 | -100.0% | -$50.98万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -14,300 | -100.0% | -$50.84万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -8,617 | -100.0% | -$50.32万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -9,468 | -100.0% | -$49.12万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,332 | -100.0% | -$49.02万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -773 | -100.0% | -$47.69万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -8,965 | -100.0% | -$47.38万 | 清仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -17,398 | -100.0% | -$47.32万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -5,338 | -100.0% | -$47.24万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -6,931 | -100.0% | -$47.09万 | 清仓 |
| CFO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -6,343 | -100.0% | -$47.03万 | 清仓 |
| URTH | ISHARES INC | $0 | 0.00% | 0 | -2,610 | -100.0% | -$46.99万 | 清仓 |
| IMCB | ISHARES TR | $0 | 0.00% | 0 | -5,628 | -100.0% | -$46.95万 | 清仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $0 | 0.00% | 0 | -52,100 | -100.0% | -$46.94万 | 清仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -13,686 | -100.0% | -$46.89万 | 清仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -22,145 | -100.0% | -$46.84万 | 清仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | -10,284 | -100.0% | -$46.79万 | 清仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,980 | -100.0% | -$46.64万 | 清仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,566 | -100.0% | -$46.28万 | 清仓 |
| — | FLEXSHARES TR | $0 | 0.00% | 0 | -3,020 | -100.0% | -$45.83万 | 清仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -17,900 | -100.0% | -$45.70万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,661 | -100.0% | -$45.38万 | 清仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,014 | -100.0% | -$45.33万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,384 | -100.0% | -$45.28万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -10,003 | -100.0% | -$45.19万 | 清仓 |
| ROUS | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -7,510 | -100.0% | -$44.34万 | 清仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -8,705 | -100.0% | -$43.69万 | 清仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,406 | -100.0% | -$43.69万 | 清仓 |
| CMDT | PIMCO ETF TR | $0 | 0.00% | 0 | -13,483 | -100.0% | -$43.51万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -8,973 | -100.0% | -$43.45万 | 清仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -22,802 | -100.0% | -$43.23万 | 清仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -10,976 | -100.0% | -$42.52万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -38,701 | -100.0% | -$42.11万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -6,166 | -100.0% | -$42.02万 | 清仓 |
| FTMH | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -36,433 | -100.0% | -$42.01万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -8,569 | -100.0% | -$41.87万 | 清仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -8,110 | -100.0% | -$41.16万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -20,092 | -100.0% | -$41.01万 | 清仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $0 | 0.00% | 0 | -42,550 | -100.0% | -$40.51万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -7,411 | -100.0% | -$40.09万 | 清仓 |
| IDOG | ALPS ETF TR | $0 | 0.00% | 0 | -9,572 | -100.0% | -$39.87万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,982 | -100.0% | -$39.14万 | 清仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -10,004 | -100.0% | -$38.77万 | 清仓 |
| — | WESTERN ASSET INTER MUNI | $0 | 0.00% | 0 | -50,251 | -100.0% | -$38.59万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -8,432 | -100.0% | -$38.34万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -4,003 | -100.0% | -$38.28万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,403 | -100.0% | -$38.09万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,323 | -100.0% | -$37.86万 | 清仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -9,414 | -100.0% | -$37.48万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,989 | -100.0% | -$37.33万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -3,129 | -100.0% | -$36.81万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -4,332 | -100.0% | -$36.58万 | 清仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -4,671 | -100.0% | -$36.56万 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,174 | -100.0% | -$36.28万 | 清仓 |
| GCOW | PACER FDS TR | $0 | 0.00% | 0 | -7,754 | -100.0% | -$35.86万 | 清仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,318 | -100.0% | -$35.81万 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,667 | -100.0% | -$35.36万 | 清仓 |
| SPEU | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,880 | -100.0% | -$35.26万 | 清仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,687 | -100.0% | -$35.11万 | 清仓 |
| JSI | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,791 | -100.0% | -$35.01万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -14,195 | -100.0% | -$34.85万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,019 | -100.0% | -$34.67万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -9,240 | -100.0% | -$33.74万 | 清仓 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,231 | -100.0% | -$33.48万 | 清仓 |
| NZF | NUVEEN MUN CR INCOME FD | $0 | 0.00% | 0 | -27,079 | -100.0% | -$32.98万 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | -26,678 | -100.0% | -$32.89万 | 清仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $0 | 0.00% | 0 | -72,899 | -100.0% | -$32.73万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -9,856 | -100.0% | -$32.63万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -3,433 | -100.0% | -$32.46万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -4,984 | -100.0% | -$32.26万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -12,812 | -100.0% | -$32.07万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,103 | -100.0% | -$31.87万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,246 | -100.0% | -$31.76万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -28,827 | -100.0% | -$31.65万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -12,514 | -100.0% | -$31.61万 | 清仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,380 | -100.0% | -$31.45万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,907 | -100.0% | -$31.31万 | 清仓 |
| SHYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,583 | -100.0% | -$30.78万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -5,025 | -100.0% | -$30.65万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,713 | -100.0% | -$30.46万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,014 | -100.0% | -$30.00万 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -16,743 | -100.0% | -$29.79万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,794 | -100.0% | -$29.76万 | 清仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,040 | -100.0% | -$29.66万 | 清仓 |
| TRFM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -6,308 | -100.0% | -$29.30万 | 清仓 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | -6,225 | -100.0% | -$29.26万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -4,502 | -100.0% | -$29.16万 | 清仓 |