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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $71.84万 | 0.01% | 9,127 | 1,214 | 15.3% | $9.56万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $72.42万 | 0.01% | 31,901 | 31,901 | — | $72.42万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $72.69万 | 0.01% | 6,754 | 6,754 | — | $72.69万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $73.12万 | 0.01% | 34,984 | 34,984 | — | $73.12万 | 新建仓 |
| AIQ | GLOBAL X FDS | $73.26万 | 0.01% | 15,696 | 15,696 | — | $73.26万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $73.26万 | 0.01% | 9,050 | -1,463 | -13.9% | -$11.84万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $73.44万 | 0.01% | 44,242 | 44,242 | — | $73.44万 | 新建仓 |
| TUSI | TOUCHSTONE ETF TRUST | $73.46万 | 0.01% | 29,012 | 29,012 | — | $73.46万 | 新建仓 |
| DXJ | WISDOMTREE TR | $73.53万 | 0.01% | 4,637 | 767 | 19.8% | $12.16万 | 加仓 |
| ICOP | ISHARES TR | $73.64万 | 0.01% | 15,479 | 15,479 | — | $73.64万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $73.93万 | 0.01% | 7,004 | 7,004 | — | $73.93万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $74.03万 | 0.01% | 7,886 | 2,022 | 34.5% | $18.98万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $74.22万 | 0.01% | 4,279 | 469 | 12.3% | $8.14万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $74.37万 | 0.01% | 10,363 | -80 | -0.8% | -$5,741 | 减仓 |
| IMCG | ISHARES TR | $74.39万 | 0.01% | 9,444 | 9,444 | — | $74.39万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $74.44万 | 0.01% | 10,944 | -7,049 | -39.2% | -$47.95万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $74.44万 | 0.01% | 31,597 | 6,294 | 24.9% | $14.83万 | 加仓 |
| SLB | SLB LIMITED | $74.77万 | 0.01% | 14,550 | 1,148 | 8.6% | $5.90万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $74.87万 | 0.01% | 15,020 | 15,020 | — | $74.87万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $74.93万 | 0.01% | 7,055 | -428 | -5.7% | -$4.55万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $75.14万 | 0.01% | 16,200 | -824 | -4.8% | -$3.82万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $75.26万 | 0.01% | 6,365 | 6,365 | — | $75.26万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $75.37万 | 0.01% | 27,446 | 1,092 | 4.1% | $3.00万 | 加仓 |
| CERY | SPDR SERIES TRUST | $75.38万 | 0.01% | 21,392 | 2,209 | 11.5% | $7.78万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $75.47万 | 0.01% | 11,789 | 11,789 | — | $75.47万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $75.81万 | 0.01% | 10,096 | -2,817 | -21.8% | -$21.15万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $76.66万 | 0.01% | 35,691 | 35,691 | — | $76.66万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $76.71万 | 0.01% | 15,500 | 15,500 | — | $76.71万 | 新建仓 |
| RYLD | GLOBAL X FDS | $76.96万 | 0.01% | 51,475 | -39,588 | -43.5% | -$59.18万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $76.97万 | 0.01% | 26,550 | 3,557 | 15.5% | $10.31万 | 加仓 |
| ARTY | ISHARES TR | $77.03万 | 0.01% | 16,555 | 16,555 | — | $77.03万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $77.53万 | 0.01% | 16,309 | 16,309 | — | $77.53万 | 新建仓 |
| IXN | ISHARES TR | $77.57万 | 0.01% | 7,760 | 4,054 | 109.4% | $40.53万 | 加仓 |
| XME | SPDR SERIES TRUST | $77.70万 | 0.01% | 7,193 | 7,193 | — | $77.70万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $77.86万 | 0.01% | 2,802 | -58 | -2.0% | -$1.61万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $78.74万 | 0.01% | 8,946 | 8,946 | — | $78.74万 | 新建仓 |
| CCJ | CAMECO CORP | $79.30万 | 0.01% | 7,302 | 1,059 | 17.0% | $11.50万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $79.45万 | 0.01% | 18,827 | 8,969 | 91.0% | $37.85万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $79.54万 | 0.01% | 15,923 | 15,923 | — | $79.54万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $79.54万 | 0.01% | 11,108 | 11,108 | — | $79.54万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $79.72万 | 0.01% | 4,326 | 4,326 | — | $79.72万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $79.90万 | 0.01% | 7,446 | 7,446 | — | $79.90万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $80.05万 | 0.01% | 5,523 | 5,523 | — | $80.05万 | 新建仓 |
| PPG | PPG INDS INC | $80.10万 | 0.01% | 7,495 | -1,079 | -12.6% | -$11.53万 | 减仓 |
| NUSC | NUSHARES ETF TR | $80.19万 | 0.01% | 17,797 | 17,797 | — | $80.19万 | 新建仓 |
| ADSK | AUTODESK INC | $80.37万 | 0.01% | 3,357 | -1,598 | -32.3% | -$38.26万 | 减仓 |
| — | TWO RDS SHARED TR | $80.59万 | 0.01% | 83,140 | 13,535 | 19.4% | $13.12万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $80.77万 | 0.01% | 16,891 | 16,891 | — | $80.77万 | 新建仓 |
| PHM | PULTE GROUP INC | $80.86万 | 0.01% | 6,875 | 264 | 4.0% | $3.10万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $80.90万 | 0.01% | 4,128 | -170 | -4.0% | -$3.33万 | 减仓 |
| IDXX | IDEXX LABS INC | $80.91万 | 0.01% | 1,440 | -588 | -29.0% | -$33.04万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.93万 | 0.01% | 16,541 | 2,609 | 18.7% | $12.77万 | 加仓 |
| WPC | WP CAREY INC | $81.23万 | 0.01% | 11,953 | 27 | 0.2% | $1,835 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $81.28万 | 0.01% | 5,003 | -12,993 | -72.2% | -$211.09万 | 减仓 |
| DBEF | DBX ETF TR | $81.47万 | 0.01% | 16,492 | 16,492 | — | $81.47万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $81.57万 | 0.01% | 45,214 | 214 | 0.5% | $3,861 | 加仓 |
| MLPX | GLOBAL X FDS | $81.58万 | 0.01% | 11,033 | 11,033 | — | $81.58万 | 新建仓 |
| STXF | EA SERIES TRUST | $81.79万 | 0.01% | 19,488 | 19,488 | — | $81.79万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $81.92万 | 0.01% | 11,618 | -16 | -0.1% | -$1,128 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $82.22万 | 0.01% | 13,125 | 13,125 | — | $82.22万 | 新建仓 |
| — | LATTICE STRATEGIES TR | $82.33万 | 0.01% | 26,552 | 26,552 | — | $82.33万 | 新建仓 |
| QYLD | GLOBAL X FDS | $82.58万 | 0.01% | 48,151 | 31,051 | 181.6% | $53.25万 | 加仓 |
| TMFC | RBB FD INC | $82.62万 | 0.01% | 12,524 | 12,524 | — | $82.62万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $82.73万 | 0.01% | 13,224 | -56 | -0.4% | -$3,503 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $83.24万 | 0.01% | 16,779 | 16,779 | — | $83.24万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $83.47万 | 0.01% | 5,535 | -251 | -4.3% | -$3.79万 | 减仓 |
| DGS | WISDOMTREE TR | $83.56万 | 0.01% | 13,902 | 13,902 | — | $83.56万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $83.61万 | 0.01% | 5,317 | -462 | -8.0% | -$7.26万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $83.68万 | 0.01% | 16,630 | 942 | 6.0% | $4.74万 | 加仓 |
| VPU | VANGUARD WORLD FD | $83.68万 | 0.01% | 4,223 | 4,223 | — | $83.68万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $83.93万 | 0.01% | 10,282 | 10,282 | — | $83.93万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.98万 | 0.01% | 2,868 | 29 | 1.0% | $8,491 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $84.06万 | 0.01% | 23,209 | 23,209 | — | $84.06万 | 新建仓 |
| CR | CRANE COMPANY | $84.15万 | 0.01% | 4,921 | 3 | 0.1% | $513 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $84.17万 | 0.01% | 5,128 | 384 | 8.1% | $6.30万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $84.25万 | 0.01% | 17,014 | 17,014 | — | $84.25万 | 新建仓 |
| EZPW | EZCORP INC | $84.51万 | 0.01% | 33,296 | 8,734 | 35.6% | $22.17万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $84.60万 | 0.01% | 1,992 | -842 | -29.7% | -$35.76万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $84.77万 | 0.01% | 45,043 | 45,043 | — | $84.77万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $85.16万 | 0.01% | 3,932 | -365 | -8.5% | -$7.91万 | 减仓 |
| IWV | ISHARES TR | $85.22万 | 0.01% | 2,299 | 2,299 | — | $85.22万 | 新建仓 |
| XEL | XCEL ENERGY INC | $85.40万 | 0.01% | 10,751 | -42 | -0.4% | -$3,336 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $85.48万 | 0.01% | 13,750 | 13,750 | — | $85.48万 | 新建仓 |
| GSK | GSK PLC | $86.19万 | 0.01% | 15,618 | 263 | 1.7% | $1.45万 | 加仓 |
| XSOE | WISDOMTREE TR | $86.22万 | 0.01% | 21,501 | 21,501 | — | $86.22万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $87.05万 | 0.01% | 3,383 | 3,383 | — | $87.05万 | 新建仓 |
| IEI | ISHARES TR | $87.11万 | 0.01% | 7,345 | 7,345 | — | $87.11万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $87.52万 | 0.01% | 3,798 | -26,419 | -87.4% | -$608.81万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $87.56万 | 0.01% | 2,150 | 514 | 31.4% | $20.93万 | 加仓 |
| IDV | ISHARES TR | $87.80万 | 0.01% | 20,631 | 20,631 | — | $87.80万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $87.86万 | 0.01% | 11,677 | 316 | 2.8% | $2.38万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $87.92万 | 0.01% | 18,924 | 633 | 3.5% | $2.94万 | 加仓 |
| EXC | EXELON CORP | $87.96万 | 0.01% | 17,943 | -2,083 | -10.4% | -$10.21万 | 减仓 |
| ATR | APTARGROUP INC | $88.00万 | 0.01% | 6,983 | 6,983 | — | $88.00万 | 新建仓 |
| R | RYDER SYS INC | $88.11万 | 0.01% | 4,304 | -251 | -5.5% | -$5.14万 | 重新持有 |
| ISCV | ISHARES TR | $88.24万 | 0.01% | 12,695 | 12,695 | — | $88.24万 | 新建仓 |
| CTVA | CORTEVA INC | $88.44万 | 0.01% | 10,565 | 628 | 6.3% | $5.26万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $88.58万 | 0.01% | 6,459 | 14 | 0.2% | $1,920 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $88.70万 | 0.01% | 4,491 | -1,733 | -27.8% | -$34.23万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $88.82万 | 0.01% | 4,359 | 4,359 | — | $88.82万 | 新建仓 |