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
— FIRST TR EXCHANGE TRADED FD $00.00%0 -6,710-100.0% -$29.16万 清仓
— SPECIAL OPPORTUNITIES FD INC $00.00%0 -21,188-100.0% -$29.15万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -10,784-100.0% -$29.07万 清仓
SUSB ISHARES TR $00.00%0 -11,593-100.0% -$29.06万 清仓
ESN NORTHERN LTS FD TR II $00.00%0 -16,453-100.0% -$28.82万 清仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -14,081-100.0% -$28.65万 清仓
AOM ISHARES TR $00.00%0 -6,003-100.0% -$28.44万 清仓
RZV INVESCO EXCHANGE TRADED FD T $00.00%0 -2,278-100.0% -$28.34万 清仓
GUG GUGGENHEIM ACTIVE ALLOC FD $00.00%0 -18,590-100.0% -$28.29万 清仓
RA BROOKFIELD REAL ASSETS INCOM $00.00%0 -22,000-100.0% -$28.29万 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -1,309-100.0% -$28.26万 清仓
FNY FIRST TR EXCHANGE-TRADED ALP $00.00%0 -3,116-100.0% -$28.20万 清仓
TQQQ PROSHARES TR $00.00%0 -6,756-100.0% -$28.16万 清仓
TTD THE TRADE DESK INC $00.00%0 -12,331-100.0% -$27.98万 清仓
GSIE GOLDMAN SACHS ETF TR $00.00%0 -6,473-100.0% -$27.92万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -8,013-100.0% -$27.70万 清仓
BUFZ FIRST TR EXCHNG TRADED FD VI $00.00%0 -10,537-100.0% -$27.68万 清仓
SYLD CAMBRIA ETF TR $00.00%0 -3,666-100.0% -$27.65万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -6,885-100.0% -$27.64万 清仓
ACMR ACM RESH INC $00.00%0 -7,007-100.0% -$27.57万 清仓
EPS WISDOMTREE TR $00.00%0 -4,043-100.0% -$27.54万 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -5,444-100.0% -$27.48万 清仓
HYMB SPDR SERIES TRUST $00.00%0 -11,046-100.0% -$27.40万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,747-100.0% -$27.17万 清仓
CGXU CAPITAL GROUP INTL FOCUS EQT $00.00%0 -9,194-100.0% -$27.12万 清仓
NUV NUVEEN MUN VALUE FD INC $00.00%0 -30,100-100.0% -$27.06万 清仓
CLM CORNERSTONE STRATEGIC INVEST $00.00%0 -37,072-100.0% -$26.99万 清仓
DEO DIAGEO PLC $00.00%0 -3,621-100.0% -$26.96万 清仓
RSPD INVESCO EXCHANGE TRADED FD T $00.00%0 -4,998-100.0% -$26.76万 清仓
— LEGG MASON ETF INVT $00.00%0 -6,043-100.0% -$26.63万 清仓
BSMR INVESCO EXCH TRD SLF IDX FD $00.00%0 -11,252-100.0% -$26.62万 清仓
FDLO FIDELITY COVINGTON TRUST $00.00%0 -4,115-100.0% -$26.58万 清仓
— LEGG MASON ETF INVT $00.00%0 -4,903-100.0% -$26.47万 清仓
FLTB FIDELITY MERRIMACK STR TR $00.00%0 -5,256-100.0% -$26.42万 清仓
EUFN ISHARES TR $00.00%0 -7,575-100.0% -$26.40万 清仓
REMX VANECK ETF TRUST $00.00%0 -2,996-100.0% -$26.36万 清仓
AGIX KRANESHARES TRUST $00.00%0 -8,012-100.0% -$26.25万 清仓
GTOP GOLDMAN SACHS ETF TR $00.00%0 -7,220-100.0% -$26.14万 清仓
RVT ROYCE SMALL CAP TRUST INC $00.00%0 -15,651-100.0% -$25.98万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -716-100.0% -$25.69万 清仓
— TWO RDS SHARED TR $00.00%0 -6,894-100.0% -$25.64万 清仓
SCHQ SCHWAB STRATEGIC TR $00.00%0 -8,126-100.0% -$25.54万 清仓
— EA SERIES TRUST $00.00%0 -8,142-100.0% -$25.52万 清仓
BBH VANECK ETF TRUST $00.00%0 -1,356-100.0% -$25.50万 清仓
EWU ISHARES TR $00.00%0 -5,591-100.0% -$25.47万 清仓
DFCF DIMENSIONAL ETF TRUST $00.00%0 -5,994-100.0% -$25.31万 清仓
XOVR ENTREPRENEURSHARES SERIES TR $00.00%0 -14,956-100.0% -$25.26万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,104-100.0% -$25.19万 清仓
XTN SPDR SERIES TRUST $00.00%0 -2,705-100.0% -$25.16万 清仓
BSMQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -10,612-100.0% -$25.07万 清仓
— FRANKLIN TEMPLETON DIGITAL H $00.00%0 -6,373-100.0% -$24.98万 清仓
SUSC ISHARES TR $00.00%0 -10,714-100.0% -$24.79万 清仓
— ISHARES ETHEREUM TR $00.00%0 -15,607-100.0% -$24.71万 清仓
BLV VANGUARD BD INDEX FDS $00.00%0 -3,574-100.0% -$24.59万 清仓
CGSM CAPITAL GRP FIXED INCM ETF T $00.00%0 -9,300-100.0% -$24.44万 清仓
GBIL GOLDMAN SACHS ETF TR $00.00%0 -2,432-100.0% -$24.37万 清仓
BUG GLOBAL X FDS $00.00%0 -9,678-100.0% -$24.30万 清仓
UTES ETFIS SER TR I $00.00%0 -3,041-100.0% -$24.30万 清仓
UTWO RBB FD INC $00.00%0 -5,028-100.0% -$24.28万 清仓
UDOW PROSHARES TR $00.00%0 -4,820-100.0% -$24.19万 清仓
HYD VANECK ETF TRUST $00.00%0 -4,818-100.0% -$24.16万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -7,786-100.0% -$23.96万 清仓
ADX ADAMS DIVERSIFIED EQUITY FD $00.00%0 -10,848-100.0% -$23.75万 清仓
FMAT FIDELITY COVINGTON TRUST $00.00%0 -4,085-100.0% -$23.55万 清仓
CDC VICTORY PORTFOLIOS II $00.00%0 -3,289-100.0% -$23.49万 清仓
INSM INSMED INC $00.00%0 -1,434-100.0% -$23.45万 清仓
IYM ISHARES TR $00.00%0 -1,310-100.0% -$23.05万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -2,411-100.0% -$23.00万 清仓
IYK ISHARES TR $00.00%0 -3,282-100.0% -$22.99万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -6,498-100.0% -$22.87万 清仓
IYC ISHARES TR $00.00%0 -2,353-100.0% -$22.81万 清仓
IBDU ISHARES TR $00.00%0 -9,781-100.0% -$22.75万 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,131-100.0% -$22.71万 清仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $00.00%0 -20,159-100.0% -$22.64万 清仓
DLY DOUBLELINE YIELD OPPORTUNITI $00.00%0 -16,020-100.0% -$22.30万 清仓
IYJ ISHARES TR $00.00%0 -1,511-100.0% -$22.29万 清仓
ISTB ISHARES TR $00.00%0 -4,585-100.0% -$22.22万 清仓
TSN TYSON FOODS INC $00.00%0 -3,462-100.0% -$22.18万 清仓
XGDVX GABELLI DIVID & INCOME TR $00.00%0 -8,175-100.0% -$22.02万 清仓
EIM EATON VANCE MUN BD FD $00.00%0 -22,500-100.0% -$21.98万 清仓
HYLB DBX ETF TR $00.00%0 -6,078-100.0% -$21.98万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -3,187-100.0% -$21.96万 清仓
RDIV INVESCO EXCH TRADED FD TR II $00.00%0 -3,925-100.0% -$21.85万 清仓
MOS MOSAIC CO $00.00%0 -8,567-100.0% -$21.85万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -2,824-100.0% -$21.78万 清仓
JOF JAPAN SMALLER CAPITALIZATION $00.00%0 -19,800-100.0% -$21.58万 清仓
TFLO ISHARES TR $00.00%0 -4,258-100.0% -$21.56万 清仓
USMC PRINCIPAL EXCHANGE TRADED FD $00.00%0 -3,319-100.0% -$21.35万 清仓
— SPDR INDEX SHS FDS $00.00%0 -1,485-100.0% -$21.26万 清仓
CMS CMS ENERGY CORP $00.00%0 -2,734-100.0% -$21.21万 清仓
CAVA CAVA GROUP INC $00.00%0 -2,600-100.0% -$21.03万 清仓
USIG ISHARES TR $00.00%0 -4,099-100.0% -$21.00万 清仓
EVMO MORGAN STANLEY ETF TRUST $00.00%0 -4,166-100.0% -$20.97万 清仓
DBP INVESCO DB MULTI-SECTOR COMM $00.00%0 -1,896-100.0% -$20.86万 清仓
VAL VALARIS LTD $00.00%0 -2,117-100.0% -$20.75万 清仓
SNPE DBX ETF TR $00.00%0 -3,459-100.0% -$20.60万 清仓
PSK SPDR SERIES TRUST $00.00%0 -6,646-100.0% -$20.50万 清仓
IMCV ISHARES TR $00.00%0 -2,411-100.0% -$20.44万 清仓
JVAL J P MORGAN EXCHANGE TRADED F $00.00%0 -4,172-100.0% -$20.38万 清仓
ZS ZSCALER INC $00.00%0 -1,428-100.0% -$20.04万 清仓