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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.72亿 | 11.05% | 2,358,375 | 271,696 | 13.0% | $5,436.37万 | 加仓 |
| AAPL | APPLE INC | $2.57亿 | 6.02% | 887,758 | 16,234 | 1.9% | $469.75万 | 加仓 |
| ABCB | AMERIS BANCORP | $2.39亿 | 5.60% | 2,647,824 | 67 | 0.0% | $6,047 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.66亿 | 3.89% | 286,249 | 25,212 | 9.7% | $1,464.59万 | 加仓 |
| AMZN | AMAZON COM INC | $1.32亿 | 3.09% | 553,994 | 14,961 | 2.8% | $356.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.16亿 | 2.71% | 310,605 | 3,885 | 1.3% | $144.92万 | 加仓 |
| GOOG | ALPHABET INC | $8,934.04万 | 2.09% | 252,853 | -417 | -0.2% | -$14.73万 | 减仓 |
| GOOGL | ALPHABET INC | $8,570.02万 | 2.01% | 239,808 | 4,122 | 1.7% | $147.31万 | 加仓 |
| AVGO | BROADCOM INC | $7,539.64万 | 1.77% | 199,593 | -3,050 | -1.5% | -$115.21万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,399.00万 | 1.50% | 55,437 | 17,578 | 46.4% | $2,029.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,327.47万 | 1.48% | 126,451 | -2,426 | -1.9% | -$121.39万 | 减仓 |
| META | META PLATFORMS INC | $5,655.22万 | 1.32% | 100,396 | -3,751 | -3.6% | -$211.29万 | 减仓 |
| TSLA | TESLA INC | $4,941.32万 | 1.16% | 117,483 | 2,522 | 2.2% | $106.07万 | 加仓 |
| LLY | ELI LILLY & CO | $4,935.50万 | 1.16% | 41,149 | 1,759 | 4.5% | $210.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,417.56万 | 1.03% | 134,957 | 4,113 | 3.1% | $134.63万 | 加仓 |
| HD | HOME DEPOT INC | $3,645.90万 | 0.85% | 103,377 | 16,502 | 19.0% | $581.99万 | 加仓 |
| — | EXXON MOBIL CORP | $3,435.71万 | 0.80% | 251,295 | -34,245 | -12.0% | -$468.20万 | 减仓 |
| GLD | SPDR GOLD TR | $3,353.41万 | 0.79% | 91,032 | -67,245 | -42.5% | -$2,477.15万 | 减仓 |
| CAT | CATERPILLAR INC | $3,341.07万 | 0.78% | 31,375 | -755 | -2.3% | -$80.40万 | 减仓 |
| WMT | WALMART INC | $3,190.71万 | 0.75% | 281,716 | 11,401 | 4.2% | $129.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,987.52万 | 0.70% | 339,955 | -4,139,143 | -92.4% | -$3.64亿 | 减仓 |
| INTC | INTEL CORP | $2,746.84万 | 0.64% | 196,723 | 109,947 | 126.7% | $1,535.19万 | 加仓 |
| V | VISA INC | $2,574.33万 | 0.60% | 75,033 | -2,427 | -3.1% | -$83.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,546.32万 | 0.60% | 100,260 | 8,003 | 8.7% | $203.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,304.47万 | 0.54% | 24,635 | -110 | -0.4% | -$10.29万 | 减仓 |
| ABBV | ABBVIE INC | $2,299.84万 | 0.54% | 91,394 | 2,672 | 3.0% | $67.24万 | 加仓 |
| MITK | MITEK SYS INC | $2,288.79万 | 0.54% | 1,137,006 | -18,067 | -1.6% | -$36.37万 | 减仓 |
| IVV | ISHARES TR | $2,248.43万 | 0.53% | 30,024 | -207,454 | -87.4% | -$1.55亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,976.44万 | 0.46% | 45,610 | -461 | -1.0% | -$19.98万 | 减仓 |
| KO | COCA COLA CO | $1,976.30万 | 0.46% | 243,177 | 4,329 | 1.8% | $35.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,964.77万 | 0.46% | 57,614 | 7,839 | 15.7% | $267.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,908.57万 | 0.45% | 51,577 | -77,576 | -60.1% | -$2,870.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,809.52万 | 0.42% | 37,890 | 771 | 2.1% | $36.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,762.29万 | 0.41% | 120,177 | 747 | 0.6% | $10.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,760.73万 | 0.41% | 24,353 | -928 | -3.7% | -$67.09万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,742.56万 | 0.41% | 349,770 | 624 | 0.2% | $3.11万 | 加仓 |
| GEV | GE VERNOVA INC | $1,709.29万 | 0.40% | 14,549 | 871 | 6.4% | $102.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,668.50万 | 0.39% | 59,333 | 1,885 | 3.3% | $53.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,562.44万 | 0.37% | 123,435 | 5,158 | 4.4% | $65.29万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1,552.88万 | 0.36% | 419,671 | -51,590 | -10.9% | -$190.89万 | 减仓 |
| ASML | ASML HLDG NV | $1,539.42万 | 0.36% | 7,738 | -67 | -0.9% | -$13.33万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,535.85万 | 0.36% | 68,672 | -482 | -0.7% | -$10.78万 | 减仓 |
| NFLX | NETFLIX INC. | $1,524.83万 | 0.36% | 213,561 | -16,056 | -7.0% | -$114.64万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,491.84万 | 0.35% | 261,818 | 34,723 | 15.3% | $197.85万 | 加仓 |
| CSCO | CISCO SYS INC | $1,416.60万 | 0.33% | 120,603 | 15,230 | 14.5% | $178.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,416.09万 | 0.33% | 121,376 | -13,362 | -9.9% | -$155.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,359.97万 | 0.32% | 26,479 | -678 | -2.5% | -$34.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,342.53万 | 0.31% | 80,992 | 3,205 | 4.1% | $53.13万 | 加仓 |
| MRK | MERCK & CO INC | $1,320.32万 | 0.31% | 102,748 | 2,712 | 2.7% | $34.85万 | 加仓 |
| SO | SOUTHERN CO | $1,312.79万 | 0.31% | 137,163 | 7,901 | 6.1% | $75.62万 | 加仓 |
| KLAC | KLA CORP | $1,288.22万 | 0.30% | 42,697 | 547 | 1.3% | $16.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,273.15万 | 0.30% | 70,374 | -412 | -0.6% | -$7.45万 | 减仓 |
| GLW | CORNING INC | $1,228.55万 | 0.29% | 48,097 | -4,900 | -9.2% | -$125.16万 | 减仓 |
| GE | GE AEROSPACE | $1,172.37万 | 0.27% | 31,369 | 1,408 | 4.7% | $52.62万 | 加仓 |
| LOW | LOWES COS INC | $1,136.55万 | 0.27% | 51,547 | -969 | -1.8% | -$21.37万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,133.67万 | 0.27% | 38,057 | 4,940 | 14.9% | $147.16万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,129.24万 | 0.26% | 15,683 | 698 | 4.7% | $50.26万 | 加仓 |
| AMGN | AMGEN INC | $1,105.09万 | 0.26% | 30,517 | 1,039 | 3.5% | $37.62万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,083.61万 | 0.25% | 27,284 | -164 | -0.6% | -$6.51万 | 减仓 |
| MCD | MCDONALDS CORP | $1,070.74万 | 0.25% | 39,612 | -348 | -0.9% | -$9.41万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,022.98万 | 0.24% | 5,161 | -1,342 | -20.6% | -$266.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,012.76万 | 0.24% | 13,562 | -231,415 | -94.5% | -$1.73亿 | 减仓 |
| CTAS | CINTAS CORP | $988.71万 | 0.23% | 58,132 | -1,608 | -2.7% | -$27.35万 | 减仓 |
| C | CITIGROUP INC | $984.75万 | 0.23% | 70,359 | 2,661 | 3.9% | $37.24万 | 加仓 |
| PEP | PEPSICO INC | $980.45万 | 0.23% | 72,411 | 2,730 | 3.9% | $36.96万 | 加仓 |
| ORCL | ORACLE CORP | $974.16万 | 0.23% | 66,473 | 646 | 1.0% | $9.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $961.83万 | 0.23% | 28,435 | -132 | -0.5% | -$4.46万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $961.76万 | 0.23% | 23,140 | 1,888 | 8.9% | $78.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $959.43万 | 0.22% | 190,401 | -2,045,672 | -91.5% | -$1.03亿 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $953.97万 | 0.22% | 31,487 | -809,671 | -96.3% | -$2.45亿 | 减仓 |
| MS | MORGAN STANLEY | $943.34万 | 0.22% | 45,127 | -5,495 | -10.9% | -$114.87万 | 减仓 |
| QCOM | QUALCOMM INC | $909.32万 | 0.21% | 49,209 | 3,343 | 7.3% | $61.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $907.58万 | 0.21% | 8,973 | 666 | 8.0% | $67.36万 | 加仓 |
| ETN | EATON CORP PLC | $876.30万 | 0.21% | 20,565 | 3,704 | 22.0% | $157.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $873.42万 | 0.20% | 121,392 | 2,714 | 2.3% | $19.53万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $868.53万 | 0.20% | 11,381 | -1,712 | -13.1% | -$130.65万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $851.96万 | 0.20% | 49,863 | 49,863 | — | $851.96万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $836.01万 | 0.20% | 23,578 | 20,920 | 787.1% | $741.76万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $815.37万 | 0.19% | 33,116 | 1,674 | 5.3% | $41.22万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $812.17万 | 0.19% | 101,205 | -14,650 | -12.6% | -$117.57万 | 减仓 |
| TLT | ISHARES TR | $800.53万 | 0.19% | 92,633 | -98,516 | -51.5% | -$851.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $785.00万 | 0.18% | 89,439 | 555 | 0.6% | $4.87万 | 加仓 |
| RTX | RTX CORPORATION | $784.84万 | 0.18% | 41,366 | -5,223 | -11.2% | -$99.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $770.16万 | 0.18% | 181,898 | -42,494 | -18.9% | -$179.92万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $765.26万 | 0.18% | 71,187 | 4,360 | 6.5% | $46.87万 | 加仓 |
| DE | DEERE & CO | $735.78万 | 0.17% | 11,599 | 280 | 2.5% | $17.76万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $705.08万 | 0.17% | 13,840 | -1,472 | -9.6% | -$74.99万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $698.34万 | 0.16% | 7,237 | 1,447 | 25.0% | $139.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $697.32万 | 0.16% | 81,567 | -41,555 | -33.8% | -$355.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $695.45万 | 0.16% | 10,888 | 136 | 1.3% | $8.69万 | 加仓 |
| NOW | SERVICENOW INC | $695.32万 | 0.16% | 70,036 | 25,678 | 57.9% | $254.93万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $683.44万 | 0.16% | 40,231 | 712 | 1.8% | $12.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $682.29万 | 0.16% | 82,561 | 5,514 | 7.2% | $45.57万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $665.87万 | 0.16% | 48,671 | 2,561 | 5.6% | $35.04万 | 加仓 |
| TJX | TJX COS INC NEW | $662.07万 | 0.16% | 43,701 | 1,774 | 4.2% | $26.88万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $653.29万 | 0.15% | 52,364 | -342,976 | -86.8% | -$4,278.93万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $647.40万 | 0.15% | 176,115 | 3,537 | 2.0% | $13.00万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $638.90万 | 0.15% | 71,107 | -64,154 | -47.4% | -$576.42万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $636.84万 | 0.15% | 127,932 | -246,771 | -65.9% | -$1,228.42万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $635.48万 | 0.15% | 130,595 | -294,366 | -69.3% | -$1,432.39万 | 减仓 |