Independent Advisor Alliance
CHARLOTTE NC · SEC CIK 0001696899
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -2,196,342 | -100.0% | -$8,827.10万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,059,017 | -100.0% | -$7,962.75万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,429,253 | -100.0% | -$7,685.09万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -1,742,493 | -100.0% | -$7,412.57万 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -903,126 | -100.0% | -$7,140.11万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,242,887 | -100.0% | -$6,865.71万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,282,008 | -100.0% | -$4,329.34万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -807,000 | -100.0% | -$4,044.69万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,196,285 | -100.0% | -$4,012.35万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -769,824 | -100.0% | -$3,875.30万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -1,403,081 | -100.0% | -$3,676.07万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -523,384 | -100.0% | -$3,573.66万 | 清仓 |
| GQI | NATIXIS ETF TR | $0 | 0.00% | 0 | -631,181 | -100.0% | -$3,461.91万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -430,289 | -100.0% | -$3,422.52万 | 清仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -824,540 | -100.0% | -$3,251.16万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -568,891 | -100.0% | -$3,158.49万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,146,879 | -100.0% | -$2,930.28万 | 清仓 |
| SPGM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -370,713 | -100.0% | -$2,806.67万 | 清仓 |
| WTV | WISDOMTREE TR | $0 | 0.00% | 0 | -260,832 | -100.0% | -$2,470.86万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -918,362 | -100.0% | -$2,411.62万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -461,162 | -100.0% | -$2,322.87万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -104,714 | -100.0% | -$2,155.00万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -365,205 | -100.0% | -$2,074.00万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -175,327 | -100.0% | -$2,014.68万 | 清仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -181,096 | -100.0% | -$2,006.18万 | 清仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,061,903 | -100.0% | -$1,998.50万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -267,495 | -100.0% | -$1,965.76万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -315,220 | -100.0% | -$1,884.38万 | 清仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -193,485 | -100.0% | -$1,826.12万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -838,926 | -100.0% | -$1,646.40万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -416,283 | -100.0% | -$1,599.36万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -201,882 | -100.0% | -$1,516.14万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -242,136 | -100.0% | -$1,514.80万 | 清仓 |
| IYZ | ISHARES TR | $0 | 0.00% | 0 | -371,560 | -100.0% | -$1,460.97万 | 清仓 |
| QEFA | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -156,114 | -100.0% | -$1,456.07万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -635,412 | -100.0% | -$1,419.51万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -230,000 | -100.0% | -$1,390.06万 | 清仓 |
| TRFK | PACER FDS TR | $0 | 0.00% | 0 | -210,975 | -100.0% | -$1,313.11万 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | -391,114 | -100.0% | -$1,305.15万 | 清仓 |
| RECS | COLUMBIA ETF TR I | $0 | 0.00% | 0 | -327,452 | -100.0% | -$1,276.42万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -520,588 | -100.0% | -$1,214.01万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -234,268 | -100.0% | -$1,186.80万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -30,377 | -100.0% | -$1,083.13万 | 清仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -526,149 | -100.0% | -$1,074.55万 | 清仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -300,904 | -100.0% | -$1,062.79万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -89,590 | -100.0% | -$1,061.73万 | 清仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -563,065 | -100.0% | -$1,050.70万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -112,917 | -100.0% | -$1,042.00万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -237,809 | -100.0% | -$1,010.56万 | 清仓 |
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | -189,528 | -100.0% | -$989.15万 | 清仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -233,731 | -100.0% | -$985.41万 | 清仓 |
| LONZ | PIMCO ETF TR | $0 | 0.00% | 0 | -197,473 | -100.0% | -$975.11万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -493,875 | -100.0% | -$964.54万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -96,792 | -100.0% | -$962.50万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -41,754 | -100.0% | -$937.75万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -28,144 | -100.0% | -$924.98万 | 清仓 |
| MRSK | NORTHERN LIGHTS FD TR | $0 | 0.00% | 0 | -261,114 | -100.0% | -$922.72万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -106,208 | -100.0% | -$920.19万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -54,284 | -100.0% | -$916.58万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -91,787 | -100.0% | -$887.58万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -193,197 | -100.0% | -$886.58万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -509,239 | -100.0% | -$851.40万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -204,561 | -100.0% | -$829.90万 | 清仓 |
| AVLV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -102,803 | -100.0% | -$828.70万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -166,673 | -100.0% | -$825.04万 | 清仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -328,521 | -100.0% | -$814.40万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -198,229 | -100.0% | -$809.37万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -454,311 | -100.0% | -$806.41万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -37,194 | -100.0% | -$803.34万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -45,060 | -100.0% | -$779.72万 | 清仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -469,311 | -100.0% | -$772.49万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -89,535 | -100.0% | -$759.61万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -216,544 | -100.0% | -$745.13万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -62,870 | -100.0% | -$744.70万 | 清仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -265,923 | -100.0% | -$744.58万 | 清仓 |
| FEOE | RBB FUND TRUST | $0 | 0.00% | 0 | -147,454 | -100.0% | -$744.05万 | 清仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -105,422 | -100.0% | -$736.90万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -353,213 | -100.0% | -$727.19万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -161,098 | -100.0% | -$722.85万 | 清仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $0 | 0.00% | 0 | -227,170 | -100.0% | -$721.27万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -70,222 | -100.0% | -$718.02万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -70,740 | -100.0% | -$711.79万 | 清仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -175,084 | -100.0% | -$710.33万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -45,002 | -100.0% | -$698.03万 | 清仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -229,001 | -100.0% | -$658.08万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -70,908 | -100.0% | -$657.25万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -90,847 | -100.0% | -$637.57万 | 清仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -270,862 | -100.0% | -$622.44万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -69,816 | -100.0% | -$592.81万 | 清仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -95,046 | -100.0% | -$590.49万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -110,010 | -100.0% | -$579.75万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -104,772 | -100.0% | -$575.52万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -188,352 | -100.0% | -$566.37万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -109,288 | -100.0% | -$559.34万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -109,096 | -100.0% | -$556.17万 | 清仓 |
| FSMD | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -123,592 | -100.0% | -$552.71万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -19,772 | -100.0% | -$538.46万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -51,954 | -100.0% | -$528.58万 | 清仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -156,098 | -100.0% | -$526.67万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -277,945 | -100.0% | -$526.43万 | 清仓 |