Independent Advisor Alliance
CHARLOTTE NC · SEC CIK 0001696899
$93.19亿2026Q1 申报市值
1,595持仓数
22.5%前十大占比 · 第一大 3.9%
666 / 68新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$3.21亿
QQQM 加仓+$1.94亿
SPYG 加仓+$1.78亿
SPYV 加仓+$1.54亿
SPY 加仓+$1.50亿
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,675.70万
GLD 减仓-$1,918.87万
AAPL 减仓-$1,433.13万
VRT 减仓-$1,353.00万
GOOGL 减仓-$1,269.26万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HMOP | HARTFORD FDS EXCHANGE TRADED | $42.52万 | 0.00% | 10,976 | 10,976 | — | $42.52万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $42.55万 | 0.00% | 4,560 | -600 | -11.6% | -$5.60万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $42.66万 | 0.00% | 4,269 | 1,028 | 31.7% | $10.27万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $42.87万 | 0.00% | 11,467 | 11,467 | — | $42.87万 | 新建仓 |
| VTRS | VIATRIS INC | $43.22万 | 0.00% | 31,991 | 834 | 2.7% | $1.13万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $43.23万 | 0.00% | 22,802 | 22,802 | — | $43.23万 | 新建仓 |
| URA | GLOBAL X FDS | $43.45万 | 0.00% | 8,973 | 8,973 | — | $43.45万 | 新建仓 |
| OKLO | OKLO INC | $43.49万 | 0.00% | 8,770 | 2,445 | 38.7% | $12.12万 | 加仓 |
| CMDT | PIMCO ETF TR | $43.51万 | 0.00% | 13,483 | 13,483 | — | $43.51万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $43.62万 | 0.00% | 27,871 | 494 | 1.8% | $7,731 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $43.69万 | 0.00% | 3,406 | 3,406 | — | $43.69万 | 新建仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $43.69万 | 0.00% | 8,705 | 8,705 | — | $43.69万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $43.76万 | 0.00% | 2,232 | -144 | -6.1% | -$2.82万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $43.85万 | 0.00% | 10,889 | 96 | 0.9% | $3,866 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $43.94万 | 0.00% | 87,354 | -7,306 | -7.7% | -$3.67万 | 减仓 |
| AYI | ACUITY INC | $43.95万 | 0.00% | 1,568 | -5 | -0.3% | -$1,401 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $44.34万 | 0.00% | 7,510 | 7,510 | — | $44.34万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $44.37万 | 0.00% | 16,780 | -1,574 | -8.6% | -$4.16万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $44.44万 | 0.00% | 6,840 | 1 | 0.0% | $65 | 加仓 |
| AOS | SMITH A O CORP | $44.51万 | 0.00% | 6,749 | -2,202 | -24.6% | -$14.52万 | 减仓 |
| SJM | SMUCKER J M CO | $44.53万 | 0.00% | 4,618 | -304 | -6.2% | -$2.93万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $45.01万 | 0.00% | 6,006 | 6,006 | — | $45.01万 | 新建仓 |
| EBAY | EBAY INC. | $45.02万 | 0.00% | 4,946 | -10,095 | -67.1% | -$91.90万 | 减仓 |
| INCY | INCYTE CORP | $45.12万 | 0.00% | 4,794 | 2,353 | 96.4% | $22.15万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $45.19万 | 0.00% | 10,003 | 10,003 | — | $45.19万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $45.28万 | 0.00% | 7,384 | 7,384 | — | $45.28万 | 新建仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $45.33万 | 0.00% | 10,014 | 10,014 | — | $45.33万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $45.38万 | 0.00% | 6,661 | 6,661 | — | $45.38万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $45.47万 | 0.00% | 2,970 | 1,465 | 97.3% | $22.43万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $45.59万 | 0.00% | 2,333 | 239 | 11.4% | $4.67万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $45.70万 | 0.00% | 17,900 | 17,900 | — | $45.70万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $45.80万 | 0.00% | 1,425 | -153 | -9.7% | -$4.92万 | 减仓 |
| — | FLEXSHARES TR | $45.83万 | 0.00% | 3,020 | 3,020 | — | $45.83万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $45.91万 | 0.00% | 6,618 | 2,075 | 45.7% | $14.39万 | 加仓 |
| MTB | M & T BK CORP | $45.93万 | 0.00% | 2,222 | 93 | 4.4% | $1.92万 | 加仓 |
| ABSI | ABSCI CORPORATION | $46.16万 | 0.00% | 153,855 | -1 | -0.0% | -$3 | 减仓 |
| TPR | TAPESTRY INC | $46.24万 | 0.00% | 3,277 | 577 | 21.4% | $8.14万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $46.28万 | 0.00% | 9,566 | 9,566 | — | $46.28万 | 新建仓 |
| AME | AMETEK INC | $46.49万 | 0.00% | 2,169 | -58 | -2.6% | -$1.24万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $46.59万 | 0.00% | 1,657 | -19 | -1.1% | -$5,342 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $46.64万 | 0.01% | 3,980 | 3,980 | — | $46.64万 | 新建仓 |
| NULV | NUSHARES ETF TR | $46.79万 | 0.01% | 10,284 | 10,284 | — | $46.79万 | 新建仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $46.84万 | 0.01% | 22,145 | 22,145 | — | $46.84万 | 新建仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $46.89万 | 0.01% | 13,686 | 13,686 | — | $46.89万 | 新建仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $46.94万 | 0.01% | 52,100 | 52,100 | — | $46.94万 | 新建仓 |
| IMCB | ISHARES TR | $46.95万 | 0.01% | 5,628 | 5,628 | — | $46.95万 | 新建仓 |
| URTH | ISHARES INC | $46.99万 | 0.01% | 2,610 | 2,610 | — | $46.99万 | 新建仓 |
| CFO | VICTORY PORTFOLIOS II | $47.03万 | 0.01% | 6,343 | 6,343 | — | $47.03万 | 新建仓 |
| IEV | ISHARES TR | $47.09万 | 0.01% | 6,931 | 6,931 | — | $47.09万 | 新建仓 |
| AOA | ISHARES TR | $47.24万 | 0.01% | 5,338 | 5,338 | — | $47.24万 | 新建仓 |
| MKL | MARKEL GROUP INC | $47.28万 | 0.01% | 247 | -14 | -5.4% | -$2.68万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $47.32万 | 0.01% | 17,398 | 17,398 | — | $47.32万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $47.36万 | 0.01% | 14,374 | 14,374 | — | $47.36万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $47.38万 | 0.01% | 8,965 | 8,965 | — | $47.38万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $47.69万 | 0.01% | 773 | 773 | — | $47.69万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $47.70万 | 0.01% | 3,674 | 95 | 2.7% | $1.23万 | 加仓 |
| ROST | ROSS STORES INC | $47.81万 | 0.01% | 2,207 | -1,102 | -33.3% | -$23.87万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $47.85万 | 0.01% | 25,519 | 508 | 2.0% | $9,525 | 加仓 |
| TPLC | TIMOTHY PLAN | $48.11万 | 0.01% | 10,359 | 5,287 | 104.2% | $24.55万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $48.12万 | 0.01% | 19,025 | 7,756 | 68.8% | $19.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $48.14万 | 0.01% | 5,229 | 296 | 6.0% | $2.73万 | 加仓 |
| MGEE | MGE ENERGY INC | $48.33万 | 0.01% | 6,253 | -18 | -0.3% | -$1,391 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $48.39万 | 0.01% | 20,489 | -3,029 | -12.9% | -$7.15万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $48.51万 | 0.01% | 15,041 | 15,041 | — | $48.51万 | 新建仓 |
| RBLX | ROBLOX CORP | $48.84万 | 0.01% | 8,635 | -2,407 | -21.8% | -$13.61万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $49.02万 | 0.01% | 7,332 | 7,332 | — | $49.02万 | 新建仓 |
| SSO | PROSHARES TR | $49.12万 | 0.01% | 9,468 | 9,468 | — | $49.12万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $49.29万 | 0.01% | 7,503 | 4,136 | 122.8% | $27.17万 | 加仓 |
| — | TWO RDS SHARED TR | $49.30万 | 0.01% | 58,070 | -300 | -0.5% | -$2,547 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $49.45万 | 0.01% | 834 | 1 | 0.1% | $593 | 加仓 |
| XHB | SPDR SERIES TRUST | $49.60万 | 0.01% | 5,024 | 3,024 | 151.2% | $29.85万 | 加仓 |
| FOXA | FOX CORP | $50.32万 | 0.01% | 8,617 | 74 | 0.9% | $4,322 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $50.72万 | 0.01% | 7,138 | -1,002 | -12.3% | -$7.12万 | 减仓 |
| SWBI | SMITH & WESSON BRANDS INC | $50.72万 | 0.01% | 35,397 | -458 | -1.3% | -$6,563 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $50.84万 | 0.01% | 14,300 | 14,300 | — | $50.84万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $50.98万 | 0.01% | 4,555 | 4,555 | — | $50.98万 | 新建仓 |
| CDE | COEUR MNG INC | $51.07万 | 0.01% | 27,209 | 15,470 | 131.8% | $29.04万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $51.42万 | 0.01% | 2,369 | 595 | 33.5% | $12.91万 | 加仓 |
| ZTS | ZOETIS INC | $51.55万 | 0.01% | 4,361 | -1,639 | -27.3% | -$19.37万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $51.77万 | 0.01% | 8,013 | 1,235 | 18.2% | $7.98万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $51.95万 | 0.01% | 21,092 | 21,092 | — | $51.95万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $52.05万 | 0.01% | 31,338 | 31,338 | — | $52.05万 | 新建仓 |
| — | VICTORY PORTFOLIOS II | $52.17万 | 0.01% | 9,222 | 9,222 | — | $52.17万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $52.24万 | 0.01% | 2,873 | 778 | 37.1% | $14.15万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $52.32万 | 0.01% | 11,940 | 11,940 | — | $52.32万 | 新建仓 |
| TRMB | TRIMBLE INC | $52.50万 | 0.01% | 8,048 | 8,048 | — | $52.50万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $52.58万 | 0.01% | 4,774 | 4,774 | — | $52.58万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $52.64万 | 0.01% | 4,808 | 4,808 | — | $52.64万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $53.01万 | 0.01% | 1,602 | 997 | 164.8% | $32.99万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $53.16万 | 0.01% | 5,460 | 1,297 | 31.2% | $12.63万 | 加仓 |
| JOE | ST JOE CO | $53.26万 | 0.01% | 8,481 | -50 | -0.6% | -$3,140 | 减仓 |
| IBND | SPDR SERIES TRUST | $53.31万 | 0.01% | 17,153 | 8,290 | 93.5% | $25.76万 | 加仓 |
| PAYX | PAYCHEX INC | $53.38万 | 0.01% | 5,795 | -799 | -12.1% | -$7.36万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $53.43万 | 0.01% | 37,025 | 2,499 | 7.2% | $3.61万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $53.54万 | 0.01% | 29,416 | 12,496 | 73.9% | $22.74万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $53.59万 | 0.01% | 14,322 | -441 | -3.0% | -$1.65万 | 减仓 |
| SONY | SONY GROUP CORP | $53.66万 | 0.01% | 25,922 | 1,018 | 4.1% | $2.11万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $53.77万 | 0.01% | 14,239 | 4,841 | 51.5% | $18.28万 | 加仓 |
| ITT | ITT INC | $53.85万 | 0.01% | 2,826 | -269 | -8.7% | -$5.13万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $53.90万 | 0.01% | 9,335 | 1,893 | 25.4% | $10.93万 | 加仓 |