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 |
|---|---|---|---|---|---|---|---|---|
| DHS | WISDOMTREE TR | $53.96万 | 0.01% | 4,941 | 4,941 | — | $53.96万 | 新建仓 |
| PNR | PENTAIR PLC | $54.39万 | 0.01% | 6,244 | 19 | 0.3% | $1,655 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $54.81万 | 0.01% | 16,460 | 16,460 | — | $54.81万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $54.85万 | 0.01% | 4,569 | 4,569 | — | $54.85万 | 新建仓 |
| NDSN | NORDSON CORP | $54.91万 | 0.01% | 2,064 | -389 | -15.9% | -$10.35万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $55.06万 | 0.01% | 3,844 | -17,434 | -81.9% | -$249.70万 | 减仓 |
| BRO | BROWN & BROWN INC | $55.31万 | 0.01% | 8,481 | -25,324 | -74.9% | -$165.14万 | 减仓 |
| TOL | TOLL BROTHERS INC | $55.69万 | 0.01% | 4,081 | 57 | 1.4% | $7,779 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $55.70万 | 0.01% | 25,822 | 25,822 | — | $55.70万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $55.75万 | 0.01% | 21,344 | -1,665 | -7.2% | -$4.35万 | 减仓 |
| CCK | CROWN HLDGS INC | $55.80万 | 0.01% | 5,566 | 640 | 13.0% | $6.42万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $56.00万 | 0.01% | 9,946 | 645 | 6.9% | $3.63万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $56.02万 | 0.01% | 725 | -7 | -1.0% | -$5,409 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $56.08万 | 0.01% | 9,394 | 9,394 | — | $56.08万 | 新建仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $56.16万 | 0.01% | 27,208 | 27,208 | — | $56.16万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $56.20万 | 0.01% | 8,500 | 8,500 | — | $56.20万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $56.41万 | 0.01% | 69,048 | 69,048 | — | $56.41万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $56.42万 | 0.01% | 2,251 | 28 | 1.3% | $7,018 | 加仓 |
| CIEN | CIENA CORP | $56.68万 | 0.01% | 1,460 | -13,145 | -90.0% | -$510.33万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $56.79万 | 0.01% | 9,532 | -21,455 | -69.2% | -$127.83万 | 减仓 |
| LIT | GLOBAL X FDS | $56.94万 | 0.01% | 7,659 | 7,659 | — | $56.94万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $57.07万 | 0.01% | 8,887 | 2,473 | 38.6% | $15.88万 | 加仓 |
| OMDA | OMADA HEALTH INC | $57.10万 | 0.01% | 45,426 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $57.19万 | 0.01% | 36,012 | -5,573 | -13.4% | -$8.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $57.22万 | 0.01% | 7,414 | 7,414 | — | $57.22万 | 新建仓 |
| — | GLOBAL X FDS | $57.24万 | 0.01% | 18,530 | 18,530 | — | $57.24万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $57.26万 | 0.01% | 8,398 | 8,398 | — | $57.26万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $57.31万 | 0.01% | 18,965 | 18,965 | — | $57.31万 | 新建仓 |
| HYDB | ISHARES TR | $57.40万 | 0.01% | 12,339 | 4,030 | 48.5% | $18.75万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $57.42万 | 0.01% | 817 | 223 | 37.5% | $15.67万 | 加仓 |
| MUR | MURPHY OIL CORP | $57.67万 | 0.01% | 13,981 | 1,079 | 8.4% | $4.45万 | 加仓 |
| UL | UNILEVER PLC | $57.93万 | 0.01% | 10,168 | -1,028 | -9.2% | -$5.86万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $58.18万 | 0.01% | 12,484 | 12,484 | — | $58.18万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $58.28万 | 0.01% | 33,650 | 33,650 | — | $58.28万 | 新建仓 |
| GRMN | GARMIN LTD | $58.45万 | 0.01% | 2,519 | -117 | -4.4% | -$2.72万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $58.56万 | 0.01% | 17,687 | 17,687 | — | $58.56万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $58.87万 | 0.01% | 1,970 | 1,970 | — | $58.87万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $58.94万 | 0.01% | 6,077 | 6,077 | — | $58.94万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $59.16万 | 0.01% | 11,720 | 11,720 | — | $59.16万 | 新建仓 |
| W | WAYFAIR INC | $59.45万 | 0.01% | 7,905 | 2,912 | 58.3% | $21.90万 | 加仓 |
| CVSA | COVISTA INC | $59.61万 | 0.01% | 5,172 | 2,248 | 76.9% | $25.91万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $59.63万 | 0.01% | 2,957 | 2,957 | — | $59.63万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $59.68万 | 0.01% | 3,594 | -741 | -17.1% | -$12.31万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $59.80万 | 0.01% | 878 | -34 | -3.7% | -$2.32万 | 减仓 |
| SKYW | SKYWEST INC | $59.95万 | 0.01% | 6,528 | 2,001 | 44.2% | $18.38万 | 加仓 |
| VMC | VULCAN MATLS CO | $59.98万 | 0.01% | 2,203 | 80 | 3.8% | $2.18万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $60.32万 | 0.01% | 16,673 | 16,673 | — | $60.32万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $61.12万 | 0.01% | 11,687 | 11,687 | — | $61.12万 | 新建仓 |
| CHE | CHEMED CORP NEW | $61.26万 | 0.01% | 1,622 | -51 | -3.0% | -$1.93万 | 减仓 |
| ISCF | ISHARES TR | $61.64万 | 0.01% | 14,750 | 14,750 | — | $61.64万 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $61.68万 | 0.01% | 24,283 | 1,972 | 8.8% | $5.01万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $62.14万 | 0.01% | 11,777 | -74 | -0.6% | -$3,904 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $62.18万 | 0.01% | 9,648 | -1,597 | -14.2% | -$10.29万 | 减仓 |
| SAN | BANCO SANTANDER SA | $62.21万 | 0.01% | 55,152 | 25,384 | 85.3% | $28.63万 | 加仓 |
| PCAR | PACCAR INC | $62.52万 | 0.01% | 5,413 | 170 | 3.2% | $1.96万 | 加仓 |
| EQIX | EQUINIX INC | $62.65万 | 0.01% | 639 | 59 | 10.2% | $5.78万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $63.21万 | 0.01% | 12,690 | 9,612 | 312.3% | $47.88万 | 重新持有 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $63.23万 | 0.01% | 21,211 | 21,211 | — | $63.23万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $63.43万 | 0.01% | 3,994 | 3,994 | — | $63.43万 | 新建仓 |
| CAMT | CAMTEK LTD | $63.51万 | 0.01% | 4,189 | -930 | -18.2% | -$14.10万 | 减仓 |
| FSK | FS KKR CAP CORP | $63.66万 | 0.01% | 62,536 | -79,062 | -55.8% | -$80.49万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $63.94万 | 0.01% | 18,002 | 18,002 | — | $63.94万 | 新建仓 |
| IYH | ISHARES TR | $64.10万 | 0.01% | 10,399 | 6,367 | 157.9% | $39.25万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $64.23万 | 0.01% | 1,691 | 497 | 41.6% | $18.88万 | 加仓 |
| QDPL | PACER FDS TR | $64.24万 | 0.01% | 16,004 | 16,004 | — | $64.24万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $64.24万 | 0.01% | 14,021 | -1,019 | -6.8% | -$4.67万 | 减仓 |
| XYL | XYLEM INC | $64.29万 | 0.01% | 5,380 | 98 | 1.9% | $1.17万 | 加仓 |
| ING | ING GROEP N.V. | $64.56万 | 0.01% | 24,782 | 15,237 | 159.6% | $39.69万 | 加仓 |
| TLTW | ISHARES TR | $64.66万 | 0.01% | 28,585 | 18,445 | 181.9% | $41.72万 | 加仓 |
| BLBD | BLUE BIRD CORP | $64.75万 | 0.01% | 11,401 | 3,741 | 48.8% | $21.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $65.18万 | 0.01% | 2,823 | -22 | -0.8% | -$5,080 | 减仓 |
| CBRE | CBRE GROUP INC | $65.45万 | 0.01% | 4,832 | -467 | -8.8% | -$6.33万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $65.90万 | 0.01% | 58,420 | 58,420 | — | $65.90万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $65.98万 | 0.01% | 26,487 | 1,130 | 4.5% | $2.81万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $66.33万 | 0.01% | 23,072 | 23,072 | — | $66.33万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $66.37万 | 0.01% | 607 | 31 | 5.4% | $3.39万 | 加仓 |
| AZN | ASTRAZENECA PLC | $66.40万 | 0.01% | 3,367 | 3,367 | — | $66.40万 | 新建仓 |
| PTNQ | PACER FDS TR | $66.70万 | 0.01% | 9,143 | 9,143 | — | $66.70万 | 新建仓 |
| — | HARBOR ETF TRUST | $66.81万 | 0.01% | 14,910 | 14,910 | — | $66.81万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $66.88万 | 0.01% | 29,528 | 704 | 2.4% | $1.59万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $67.14万 | 0.01% | 7,195 | -8,300 | -53.6% | -$77.46万 | 减仓 |
| VLUE | ISHARES TR | $67.41万 | 0.01% | 4,741 | 4,741 | — | $67.41万 | 新建仓 |
| ARKK | ARK ETF TR | $67.68万 | 0.01% | 10,013 | 10,013 | — | $67.68万 | 新建仓 |
| EAT | BRINKER INTL INC | $67.69万 | 0.01% | 4,741 | -21,541 | -82.0% | -$307.54万 | 减仓 |
| BWA | BORGWARNER INC | $68.27万 | 0.01% | 12,582 | -4,930 | -28.2% | -$26.75万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $68.37万 | 0.01% | 14,249 | 14,249 | — | $68.37万 | 新建仓 |
| SMBC | SOUTHERN MO BANCORP INC | $68.46万 | 0.01% | 10,707 | 7 | 0.1% | $448 | 加仓 |
| ALLW | SSGA ACTIVE TR | $68.50万 | 0.01% | 23,745 | 23,745 | — | $68.50万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $68.81万 | 0.01% | 1,433 | -1 | -0.1% | -$480 | 减仓 |
| EME | EMCOR GROUP INC | $69.18万 | 0.01% | 937 | 532 | 131.4% | $39.28万 | 加仓 |
| TRGP | TARGA RES CORP | $69.31万 | 0.01% | 2,764 | -6,270 | -69.4% | -$157.22万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $69.48万 | 0.01% | 15,665 | 10,440 | 199.8% | $46.31万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $69.71万 | 0.01% | 43,110 | 43,110 | — | $69.71万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $69.72万 | 0.01% | 149,298 | -500 | -0.3% | -$2,335 | 减仓 |
| IR | INGERSOLL RAND INC | $70.07万 | 0.01% | 8,746 | 145 | 1.7% | $1.16万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $70.25万 | 0.01% | 13,882 | 13,882 | — | $70.25万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $70.71万 | 0.01% | 10,206 | -160 | -1.5% | -$1.11万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $71.61万 | 0.01% | 14,200 | 14,200 | — | $71.61万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $71.63万 | 0.01% | 23,471 | 8,033 | 52.0% | $24.52万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $71.76万 | 0.01% | 12,771 | 12,771 | — | $71.76万 | 新建仓 |