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
FNCL FIDELITY COVINGTON TRUST $00.00%0 -2,853-100.0% -$20.03万 清仓
— FLAHERTY & CRUMRINE PFD INCO $00.00%0 -22,140-100.0% -$20.01万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,262-100.0% -$20.01万 清仓
FPF FIRST TR INTER DURATN PFD & $00.00%0 -11,177-100.0% -$19.70万 清仓
ICLN ISHARES TR $00.00%0 -10,709-100.0% -$19.59万 清仓
IAG IAMGOLD CORP $00.00%0 -10,032-100.0% -$18.88万 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -13,074-100.0% -$16.36万 清仓
CRF CORNERSTONE TOTAL RETURN FD $00.00%0 -21,315-100.0% -$14.81万 清仓
DNP DNP SELECT INCOME FD INC $00.00%0 -13,164-100.0% -$13.56万 清仓
— WESTERN ASSET HIGH INCOME OP $00.00%0 -36,873-100.0% -$13.38万 清仓
— EATON VANCE SR INCOME TR $00.00%0 -26,400-100.0% -$13.17万 清仓
— PIMCO HIGH INCOME FD $00.00%0 -28,368-100.0% -$13.13万 清仓
FSM FORTUNA MNG CORP $00.00%0 -13,190-100.0% -$13.10万 清仓
ETW EATON VANCE TAX-MANAGED GLOB $00.00%0 -14,877-100.0% -$13.06万 清仓
LEO BNY MELLON STRATEGIC MUNS IN $00.00%0 -20,674-100.0% -$13.00万 清仓
PGY PAGAYA TECHNOLOGIES LTD $00.00%0 -10,534-100.0% -$12.27万 清仓
UAMY UNITED STATES ANTIMONY CORP $00.00%0 -13,850-100.0% -$12.09万 清仓
YYY AMPLIFY ETF TR $00.00%0 -10,729-100.0% -$11.83万 清仓
XEXGX EATON VANCE TAX-MANAGED GLOB $00.00%0 -13,107-100.0% -$11.35万 清仓
ACP ABRDN INCOME CREDIT STRATEGI $00.00%0 -20,922-100.0% -$10.67万 清仓
— VOYA GLBL EQTY DIV & PREM OP $00.00%0 -18,019-100.0% -$10.27万 清仓
— NOVONIX LIMITED $00.00%0 -110,888-100.0% -$7.65万 清仓
DNUT KRISPY KREME INC $00.00%0 -20,023-100.0% -$6.79万 清仓
FSCO FS CREDIT OPPORTUNITIES CORP $00.00%0 -13,233-100.0% -$6.75万 清仓
— BRASKEM SA $00.00%0 -15,676-100.0% -$5.74万 清仓
— ENDAVA PLC $00.00%0 -11,166-100.0% -$4.94万 清仓
— MARTIN MIDSTREAM PRTNRS L P $00.00%0 -12,347-100.0% -$3.41万 清仓
— EVOTEC AG $00.00%0 -11,828-100.0% -$2.96万 清仓
— JAGUAR URANIUM CORP $00.00%0 -10,200-100.0% -$2.81万 清仓
— ESPERION THERAPEUTICS INC NE $00.00%0 -10,053-100.0% -$2.75万 清仓
— STEAKHOLDER FOODS LTD $00.00%0 -18,640-100.0% -$2.70万 清仓
— AIRSHIP AI HLDGS INC $00.00%0 -11,050-100.0% -$2.50万 清仓
— GENENTA SCIENCE S P A $00.00%0 -37,036-100.0% -$2.49万 清仓
— INTCHAINS GROUP LTD $00.00%0 -16,959-100.0% -$2.09万 清仓
— EASON TECHNOLOGY LIMITED $00.00%0 -14,787-100.0% -$1.21万 清仓
— MEREO BIOPHARMA GROUP PLC $00.00%0 -35,227-100.0% -$1.16万 清仓
— LION GROUP HOLDING LTD $00.00%0 -13,175-100.0% -$1.16万 清仓
— WHEELS UP EXPERIENCE INC $00.00%0 -11,571-100.0% -$5,976 清仓
— GABELLI EQUITY TR INC $00.00%0 -402,231-100.0% -$2,817 清仓
— FARADAY FUTURE INTLGT ELEC I $2,4360.00%10,569 00.0% — 不变
— COHEN & STEERS QUALITY INCOM $2,5380.00%170,050 170,050— $2,538 新建仓
— CALIDI BIOTHERAPEUTICS INC $7,6500.00%45,000 45,000— $7,650 新建仓
— TEADS HLDG CO $8,6970.00%11,341 11,341— $8,697 新建仓
— CARDIOL THERAPEUTICS INC $1.06万0.00%10,000 00.0% — 不变
— HUMACYTE INC $1.13万0.00%14,500 -12,000-45.3% -$9,365 减仓
— MARCHEX INC $1.61万0.00%10,000 00.0% — 不变
— PMV PHARMACEUTICALS INC $1.68万0.00%12,500 00.0% — 不变
— AMERICAN BITCOIN CORP. $1.70万0.00%25,000 -26,700-51.6% -$1.82万 减仓
— PURPLE BIOTECH LTD $2.00万0.00%11,901 11,901— $2.00万 新建仓
— PSQ HOLDINGS INC $2.01万0.00%50,000 50,000— $2.01万 新建仓
— 5E ADVANCED MATERIALS INC $2.08万0.00%15,000 15,000— $2.08万 新建仓
— DIANA SHIPPING INC $2.15万0.00%10,214 00.0% — 不变
— ISPIRE TECHNOLOGY INC $2.24万0.00%20,000 20,000— $2.24万 新建仓
ITRG INTEGRA RES CORP $2.27万0.00%10,000 00.0% — 不变
PSEC PROSPECT CAP CORP $2.38万0.00%10,282 -1,080-9.5% -$2,495 减仓
— KNIGHTSCOPE INC $2.71万0.00%12,819 2,76027.4% $5,824 加仓
— PLANET IMAGE INTL LTD $2.71万0.00%25,582 -4,665-15.4% -$4,945 减仓
SLI STANDARD LITHIUM CORP $3.48万0.00%12,639 00.0% — 不变
AUTL AUTOLUS THERAPEUTICS LTD $3.57万0.00%22,342 20.0% $3 加仓
DNN DENISON MINES CORP $3.73万0.00%12,189 -1,175-8.8% -$3,595 减仓
DDD 3D SYS CORP DEL $4.01万0.00%13,289 00.0% — 不变
PLUG PLUG PWR INC $4.09万0.00%15,098 9606.8% $2,602 加仓
— GEMINI SPACE STA INC $4.26万0.00%10,000 10,000— $4.26万 新建仓
— ACUMEN PHARMACEUTICALS INC $5.07万0.00%19,000 00.0% — 不变
SNAP SNAP INC $5.43万0.00%12,234 -289-2.3% -$1,283 减仓
ELDN ELEDON PHARMACEUTICALS INC $5.63万0.00%14,300 14,300— $5.63万 新建仓
— THE9 LTD $5.72万0.00%11,672 -50-0.4% -$245 减仓
RR RICHTECH ROBOTICS INC $6.32万0.00%29,970 5,60023.0% $1.18万 加仓
ABEV AMBEV SA $6.73万0.00%21,425 9,30276.7% $2.92万 加仓
— VILLAGE FARMS INTL INC $6.76万0.00%33,779 -7,180-17.5% -$1.44万 减仓
CMPX COMPASS THERAPEUTICS INC $6.92万0.00%31,587 13,69376.5% $3.00万 加仓
SERV SERVE ROBOTICS INC $6.99万0.00%10,624 10,624— $6.99万 新建仓
— GRIDAI TECHNOLOGIES CORP $7.04万0.00%15,000 15,000— $7.04万 新建仓
— NEUROSENSE THERAPEUTICS LTD $7.20万0.00%100,000 50,000100.0% $3.60万 加仓
— KALARIS THERAPEUTICS INC $7.38万0.00%18,125 3,89527.4% $1.59万 加仓
— AMTD DIGITAL INC $7.88万0.00%49,578 1,5453.2% $2,457 加仓
— ANAVEX LIFE SCIENCES CORP $7.92万0.00%30,568 -8-0.0% -$21 减仓
— THE REAL BROKERAGE INC $8.73万0.00%47,991 47,991— $8.73万 新建仓
IAUX I-80 GOLD CORP $9.30万0.00%64,616 00.0% — 不变
— TREACE MED CONCEPTS INC $9.63万0.00%24,196 24,196— $9.63万 新建仓
RNW RENEW ENERGY GLOBAL PLC $9.78万0.00%15,650 6004.0% $3,750 加仓
CYH COMMUNITY HEALTH SYS INC NEW $9.98万0.00%29,870 -4,048-11.9% -$1.35万 减仓
BBAI BIGBEAR AI HLDGS INC $10.48万0.00%28,559 -5,587-16.4% -$2.05万 减仓
TLS TELOS CORP MD $10.76万0.00%23,387 -4,952-17.5% -$2.28万 减仓
— IMPERIAL PETE INC $11.19万0.00%24,281 -3,230-11.7% -$1.49万 减仓
IEP ICAHN ENTERPRISES LP $11.93万0.00%16,546 16,546— $11.93万 新建仓
RCAT RED CAT HLDGS INC $12.26万0.00%11,508 11,508— $12.26万 新建仓
VG VENTURE GLOBAL INC $12.26万0.00%11,015 11,015— $12.26万 新建仓
— GRAYSCALE ETHEREUM STAKING E $12.97万0.00%10,162 -42-0.4% -$536 减仓
CNH CNH INDL N V $13.22万0.00%11,770 -7-0.1% -$79 减仓
— SABA CAPITAL INCOME & OPPORT $14.38万0.00%17,225 -1,500-8.0% -$1.25万 减仓
HE HAWAIIAN ELEC INDS INC MTN B $14.65万0.00%10,826 10,826— $14.65万 新建仓
SD SANDRIDGE ENERGY INC $14.77万0.00%10,784 6416.3% $8,782 加仓
— TURBO ENERGY S A $15.15万0.00%96,478 61,145173.1% $9.60万 加仓
VOD VODAFONE GROUP PLC $15.34万0.00%11,600 3262.9% $4,311 加仓
QUAD QUAD / GRAPHICS INC $16.35万0.00%19,394 1,6829.5% $1.42万 加仓
LUMN LUMEN TECHNOLOGIES INC $16.51万0.00%21,491 -2,714-11.2% -$2.08万 减仓
ONDS ONDAS INC $16.67万0.00%20,231 20,231— $16.67万 新建仓
HTGC HERCULES CAPITAL INC $16.78万0.00%10,638 -1,112-9.5% -$1.75万 减仓
SOUN SOUNDHOUND AI INC $16.90万0.00%26,124 1760.7% $1,139 加仓