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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.64亿 | 3.90% | 2,086,679 | -153,423 | -6.8% | -$2,675.70万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3.43亿 | 3.68% | 4,479,098 | 4,198,866 | 1,498.4% | $3.21亿 | 加仓 |
| AAPL | APPLE INC | $2.21亿 | 2.37% | 871,524 | -56,469 | -6.1% | -$1,433.13万 | 减仓 |
| ABCB | AMERIS BANCORP | $2.06亿 | 2.22% | 2,647,757 | 157,331 | 6.3% | $1,227.02万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.00亿 | 2.14% | 841,158 | 817,611 | 3,472.3% | $1.94亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.80亿 | 1.93% | 1,841,696 | 1,814,783 | 6,743.1% | $1.78亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.59亿 | 1.71% | 244,977 | 230,166 | 1,554.0% | $1.50亿 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.57亿 | 1.69% | 2,780,187 | 2,726,808 | 5,108.4% | $1.54亿 | 加仓 |
| IVV | ISHARES TR | $1.55亿 | 1.66% | 237,478 | 208,856 | 729.7% | $1.36亿 | 加仓 |
| MSFT | MICROSOFT CORP | $1.14亿 | 1.22% | 306,720 | -30,788 | -9.1% | -$1,139.68万 | 减仓 |
| AMZN | AMAZON COM INC | $1.12亿 | 1.20% | 539,033 | -56,464 | -9.5% | -$1,175.97万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.02亿 | 1.10% | 2,236,073 | 2,048,123 | 1,089.7% | $9,349.69万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $8,827.10万 | 0.95% | 2,196,342 | 2,196,342 | — | $8,827.10万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $8,609.77万 | 0.92% | 149,170 | 141,665 | 1,887.6% | $8,176.60万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,359.80万 | 0.90% | 388,720 | 384,253 | 8,602.0% | $8,263.73万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $7,962.75万 | 0.85% | 1,059,017 | 1,059,017 | — | $7,962.75万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7,685.09万 | 0.82% | 1,429,253 | 1,429,253 | — | $7,685.09万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7,412.57万 | 0.80% | 1,742,493 | 1,742,493 | — | $7,412.57万 | 新建仓 |
| GOOG | ALPHABET INC | $7,265.30万 | 0.78% | 253,270 | -30,115 | -10.6% | -$863.88万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $7,140.11万 | 0.77% | 903,126 | 903,126 | — | $7,140.11万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $6,920.20万 | 0.74% | 158,434 | 152,813 | 2,718.6% | $6,674.68万 | 加仓 |
| IEFA | ISHARES TR | $6,878.66万 | 0.74% | 759,821 | 728,075 | 2,293.4% | $6,591.26万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $6,865.71万 | 0.74% | 1,242,887 | 1,242,887 | — | $6,865.71万 | 新建仓 |
| GLD | SPDR GOLD TR | $6,810.47万 | 0.73% | 158,277 | -44,595 | -22.0% | -$1,918.87万 | 减仓 |
| GOOGL | ALPHABET INC | $6,777.39万 | 0.73% | 235,686 | -44,139 | -15.8% | -$1,269.26万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $6,699.16万 | 0.72% | 2,337,458 | 2,295,031 | 5,409.4% | $6,577.56万 | 加仓 |
| AVGO | BROADCOM INC | $6,272.00万 | 0.67% | 202,643 | -2,764 | -1.3% | -$85.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,175.77万 | 0.66% | 128,877 | 1,899 | 1.5% | $91.00万 | 加仓 |
| TBIL | RBB FD INC | $6,033.09万 | 0.65% | 1,210,006 | 1,158,816 | 2,263.8% | $5,777.86万 | 加仓 |
| META | META PLATFORMS INC | $5,958.56万 | 0.64% | 104,147 | 6,458 | 6.6% | $369.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,945.10万 | 0.64% | 99,491 | 97,478 | 4,842.4% | $5,824.81万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,840.30万 | 0.63% | 664,879 | 660,044 | 13,651.4% | $5,797.83万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $5,662.91万 | 0.61% | 1,171,959 | 1,139,717 | 3,534.9% | $5,507.11万 | 加仓 |
| IJR | ISHARES TR | $5,527.19万 | 0.59% | 444,630 | 433,258 | 3,809.9% | $5,385.83万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $5,372.42万 | 0.58% | 893,617 | 880,952 | 6,955.8% | $5,296.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,310.28万 | 0.57% | 261,037 | -36,163 | -12.2% | -$735.66万 | 减仓 |
| — | EXXON MOBIL CORP | $4,844.46万 | 0.52% | 285,540 | -343 | -0.1% | -$5.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $4,792.56万 | 0.51% | 360,613 | 339,591 | 1,615.4% | $4,513.18万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,784.92万 | 0.51% | 292,512 | 292,512 | — | $4,784.92万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $4,551.53万 | 0.49% | 1,776,554 | 1,763,900 | 13,939.5% | $4,519.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,367.32万 | 0.47% | 395,340 | 349,639 | 765.1% | $3,862.46万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,329.34万 | 0.46% | 1,282,008 | 1,275,424 | 19,371.6% | $4,307.11万 | 加仓 |
| TSLA | TESLA INC | $4,273.68万 | 0.46% | 114,961 | -1,497 | -1.3% | -$55.65万 | 减仓 |
| IEMG | ISHARES INC | $4,270.30万 | 0.46% | 612,221 | 599,040 | 4,544.7% | $4,178.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,143.35万 | 0.44% | 129,153 | 82,757 | 178.4% | $2,654.92万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $4,044.69万 | 0.43% | 807,000 | 802,761 | 18,937.5% | $4,023.44万 | 重新持有 |
| QGRO | AMERICAN CENTY ETF TR | $4,034.90万 | 0.43% | 384,167 | 379,512 | 8,152.8% | $3,986.01万 | 加仓 |
| IJH | ISHARES TR | $4,024.89万 | 0.43% | 596,015 | 564,257 | 1,776.7% | $3,810.43万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $4,012.35万 | 0.43% | 1,196,285 | 1,196,285 | — | $4,012.35万 | 新建仓 |
| USFR | WISDOMTREE TR | $3,875.30万 | 0.42% | 769,824 | 769,824 | — | $3,875.30万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $3,848.91万 | 0.41% | 130,844 | -41,939 | -24.3% | -$1,233.68万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,676.07万 | 0.39% | 1,403,081 | 1,403,081 | — | $3,676.07万 | 新建仓 |
| LLY | ELI LILLY & CO | $3,623.06万 | 0.39% | 39,390 | -4,401 | -10.1% | -$404.80万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,573.66万 | 0.38% | 523,384 | 523,384 | — | $3,573.66万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,561.24万 | 0.38% | 317,656 | 315,089 | 12,274.6% | $3,532.46万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $3,473.71万 | 0.37% | 1,551,453 | 1,503,617 | 3,143.3% | $3,366.60万 | 加仓 |
| GQI | NATIXIS ETF TR | $3,461.91万 | 0.37% | 631,181 | 631,181 | — | $3,461.91万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $3,422.52万 | 0.37% | 430,289 | 430,289 | — | $3,422.52万 | 新建仓 |
| WMT | WALMART INC | $3,359.48万 | 0.36% | 270,315 | -60,398 | -18.3% | -$750.63万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,251.16万 | 0.35% | 824,540 | 824,540 | — | $3,251.16万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,158.49万 | 0.34% | 568,891 | 568,891 | — | $3,158.49万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,115.87万 | 0.33% | 1,015,605 | 868,536 | 590.6% | $2,664.67万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,060.59万 | 0.33% | 604,741 | 599,790 | 12,114.5% | $3,035.54万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2,930.28万 | 0.31% | 1,146,879 | 1,146,879 | — | $2,930.28万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,873.13万 | 0.31% | 613,523 | 607,272 | 9,714.8% | $2,843.86万 | 加仓 |
| HD | HOME DEPOT INC | $2,857.23万 | 0.31% | 86,875 | -18,197 | -17.3% | -$598.48万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $2,806.67万 | 0.30% | 370,713 | 370,713 | — | $2,806.67万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $2,755.40万 | 0.30% | 587,379 | 492,627 | 519.9% | $2,310.92万 | 加仓 |
| MBB | ISHARES TR | $2,745.30万 | 0.29% | 289,131 | 253,147 | 703.5% | $2,403.63万 | 加仓 |
| IQLT | ISHARES TR | $2,574.14万 | 0.28% | 556,811 | 541,249 | 3,478.0% | $2,502.20万 | 加仓 |
| QUAL | ISHARES TR | $2,558.41万 | 0.27% | 133,383 | 129,226 | 3,108.6% | $2,478.68万 | 加仓 |
| WTV | WISDOMTREE TR | $2,470.86万 | 0.27% | 260,832 | 260,832 | — | $2,470.86万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2,470.08万 | 0.27% | 545,754 | 540,754 | 10,815.1% | $2,447.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,465.69万 | 0.26% | 24,745 | -1,311 | -5.0% | -$130.63万 | 减仓 |
| AGG | ISHARES TR | $2,433.71万 | 0.26% | 245,160 | 187,262 | 323.4% | $1,858.95万 | 加仓 |
| IWM | ISHARES TR | $2,428.40万 | 0.26% | 97,919 | 95,462 | 3,885.3% | $2,367.46万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,411.62万 | 0.26% | 918,362 | 918,362 | — | $2,411.62万 | 新建仓 |
| V | VISA INC | $2,341.14万 | 0.25% | 77,460 | -10,076 | -11.5% | -$304.54万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,322.87万 | 0.25% | 461,162 | 461,162 | — | $2,322.87万 | 新建仓 |
| MUB | ISHARES TR | $2,301.43万 | 0.25% | 216,809 | 194,443 | 869.4% | $2,064.01万 | 加仓 |
| CAT | CATERPILLAR INC | $2,276.31万 | 0.24% | 32,130 | -17,460 | -35.2% | -$1,236.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,255.12万 | 0.24% | 92,257 | -8,303 | -8.3% | -$202.96万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,229.55万 | 0.24% | 113,637 | 85,090 | 298.1% | $1,669.46万 | 加仓 |
| NFLX | NETFLIX INC. | $2,207.78万 | 0.24% | 229,617 | -65,530 | -22.2% | -$630.08万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,176.76万 | 0.23% | 747,257 | 566,148 | 312.6% | $1,649.19万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2,158.80万 | 0.23% | 424,961 | 306,317 | 258.2% | $1,556.09万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,155.00万 | 0.23% | 104,714 | 104,714 | — | $2,155.00万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $2,116.56万 | 0.23% | 230,965 | 230,965 | — | $2,116.56万 | 新建仓 |
| EEM | ISHARES TR | $2,074.00万 | 0.22% | 365,205 | 365,205 | — | $2,074.00万 | 新建仓 |
| IWF | ISHARES TR | $2,038.54万 | 0.22% | 47,808 | 41,899 | 709.1% | $1,786.58万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,014.68万 | 0.22% | 175,327 | 175,327 | — | $2,014.68万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2,006.18万 | 0.22% | 181,096 | 181,096 | — | $2,006.18万 | 新建仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1,998.50万 | 0.21% | 1,061,903 | 1,061,903 | — | $1,998.50万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $1,998.21万 | 0.21% | 337,421 | 285,013 | 543.8% | $1,687.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,980.96万 | 0.21% | 133,757 | 108,467 | 428.9% | $1,606.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,970.95万 | 0.21% | 134,738 | 10,668 | 8.6% | $156.05万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,965.76万 | 0.21% | 53,499 | 53,499 | — | $1,965.76万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,956.88万 | 0.21% | 189,308 | 168,382 | 804.7% | $1,740.57万 | 加仓 |
| ABBV | ABBVIE INC | $1,929.60万 | 0.21% | 88,722 | -23,996 | -21.3% | -$521.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,924.82万 | 0.21% | 300,377 | 271,816 | 951.7% | $1,741.80万 | 加仓 |