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 |
|---|---|---|---|---|---|---|---|---|
| RGLD | ROYAL GOLD INC | $24.56万 | 0.01% | 1,230 | -185 | -13.1% | -$3.69万 | 减仓 |
| CNC | CENTENE CORP DEL | $24.51万 | 0.01% | 3,819 | 3,819 | — | $24.51万 | 新建仓 |
| IJJ | ISHARES TR | $24.41万 | 0.01% | 1,652 | -16,226 | -90.8% | -$239.71万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $24.38万 | 0.01% | 4,543 | -2,901 | -39.0% | -$15.57万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $24.26万 | 0.01% | 1,828 | 1,828 | — | $24.26万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $24.23万 | 0.01% | 1,732 | -76 | -4.2% | -$1.06万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $24.06万 | 0.01% | 1,255 | -291,257 | -99.6% | -$5,584.85万 | 减仓 |
| FSLR | FIRST SOLAR INC | $23.93万 | 0.01% | 1,014 | 86 | 9.3% | $2.03万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $23.80万 | 0.01% | 3,242 | -93,348 | -96.6% | -$685.27万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $23.68万 | 0.01% | 906 | 906 | — | $23.68万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $23.65万 | 0.01% | 13,086 | 1,889 | 16.9% | $3.41万 | 加仓 |
| OTTR | OTTER TAIL CORP | $23.60万 | 0.01% | 2,623 | -1,613 | -38.1% | -$14.51万 | 减仓 |
| NRG | NRG ENERGY INC | $23.51万 | 0.01% | 1,610 | -576 | -26.3% | -$8.41万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $23.25万 | 0.01% | 1,673 | -151 | -8.3% | -$2.10万 | 重新持有 |
| AVY | AVERY DENNISON CORP | $23.22万 | 0.01% | 1,430 | 266 | 22.9% | $4.32万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.20万 | 0.01% | 1,911 | -7,408 | -79.5% | -$89.95万 | 减仓 |
| XHB | SPDR SERIES TRUST | $23.11万 | 0.01% | 2,000 | -3,024 | -60.2% | -$34.95万 | 减仓 |
| INOD | INNODATA INC | $23.10万 | 0.01% | 3,056 | 3,056 | — | $23.10万 | 新建仓 |
| GMED | GLOBUS MED INC | $23.06万 | 0.01% | 2,919 | -68 | -2.3% | -$5,373 | 减仓 |
| PII | POLARIS INC | $22.97万 | 0.01% | 3,356 | -20 | -0.6% | -$1,369 | 重新持有 |
| BXP | BXP INC | $22.84万 | 0.01% | 3,445 | -292 | -7.8% | -$1.94万 | 重新持有 |
| PFF | ISHARES TR | $22.83万 | 0.01% | 7,488 | -37,684 | -83.4% | -$114.89万 | 减仓 |
| FICO | FAIR ISAAC CORP | $22.82万 | 0.01% | 191 | -71 | -27.1% | -$8.48万 | 重新持有 |
| — | STRATEGY SHS | $22.80万 | 0.01% | 7,936 | 7,936 | — | $22.80万 | 新建仓 |
| WCC | WESCO INTL INC | $22.80万 | 0.01% | 660 | 660 | — | $22.80万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $22.75万 | 0.01% | 1,003 | -40 | -3.8% | -$9,072 | 减仓 |
| YORW | YORK WTR CO | $22.70万 | 0.01% | 7,406 | 338 | 4.8% | $1.04万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $22.66万 | 0.01% | 7,249 | 7,249 | — | $22.66万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $22.65万 | 0.01% | 2,912 | 771 | 36.0% | $6.00万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $22.45万 | 0.01% | 2,145 | 2,145 | — | $22.45万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $22.37万 | 0.01% | 4,482 | 1,393 | 45.1% | $6.95万 | 加仓 |
| CATH | GLOBAL X FDS | $22.36万 | 0.01% | 2,527 | -2,698 | -51.6% | -$23.88万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.36万 | 0.01% | 920 | -5,181 | -84.9% | -$125.89万 | 减仓 |
| — | CROSSMARK ETF TRUST | $22.34万 | 0.01% | 7,466 | 7,466 | — | $22.34万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $22.19万 | 0.01% | 7,061 | 7,061 | — | $22.19万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $22.18万 | 0.01% | 777 | -4,497 | -85.3% | -$128.38万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $22.13万 | 0.01% | 5,133 | -18,076 | -77.9% | -$77.92万 | 减仓 |
| NTAP | NETAPP INC | $22.13万 | 0.01% | 1,430 | 1,430 | — | $22.13万 | 新建仓 |
| OC | OWENS CORNING NEW | $22.06万 | 0.01% | 1,388 | 1,388 | — | $22.06万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $22.06万 | 0.01% | 2,288 | -10,393 | -82.0% | -$100.22万 | 减仓 |
| AUR | AURORA INNOVATION INC | $22.06万 | 0.01% | 32,342 | -419 | -1.3% | -$2,858 | 减仓 |
| MDU | MDU RES GROUP INC | $22.01万 | 0.01% | 10,375 | 13 | 0.1% | $276 | 加仓 |
| VSEC | VSE CORP | $21.97万 | 0.01% | 961 | 961 | — | $21.97万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $21.96万 | 0.01% | 1,800 | -2,156 | -54.5% | -$26.31万 | 减仓 |
| DAC | DANAOS CORPORATION | $21.90万 | 0.01% | 1,790 | 1,790 | — | $21.90万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $21.86万 | 0.01% | 4,963 | -39 | -0.8% | -$1,717 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.84万 | 0.01% | 2,915 | -151,232 | -98.1% | -$1,132.86万 | 减仓 |
| WAT | WATERS CORP | $21.60万 | 0.01% | 576 | 576 | — | $21.60万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $21.58万 | 0.01% | 1,343 | 1,343 | — | $21.58万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.47万 | 0.01% | 5,944 | -100,406 | -94.4% | -$362.74万 | 减仓 |
| DB | DEUTSCHE BK AG | $21.47万 | 0.01% | 6,360 | -707 | -10.0% | -$2.39万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $21.46万 | 0.01% | 733 | 733 | — | $21.46万 | 新建仓 |
| DOW | DOW HLDGS INC | $21.38万 | 0.01% | 7,813 | -1,244 | -13.7% | -$3.40万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $21.34万 | 0.00% | 9,424 | -3,443 | -26.8% | -$7.79万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $21.30万 | 0.00% | 5,597 | -1,092 | -16.3% | -$4.16万 | 减仓 |
| RBA | RB GLOBAL INC | $21.26万 | 0.00% | 1,826 | 1,826 | — | $21.26万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $21.24万 | 0.00% | 1,616 | 139 | 9.4% | $1.83万 | 重新持有 |
| SN | SHARKNINJA INC | $21.01万 | 0.00% | 1,380 | 1,380 | — | $21.01万 | 新建仓 |
| TEM | TEMPUS AI INC | $20.96万 | 0.00% | 3,619 | 3,619 | — | $20.96万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $20.92万 | 0.00% | 898 | 898 | — | $20.92万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $20.81万 | 0.00% | 628 | 628 | — | $20.81万 | 新建仓 |
| OSK | OSHKOSH CORP | $20.81万 | 0.00% | 1,356 | -51 | -3.6% | -$7,826 | 减仓 |
| RDDT | REDDIT INC | $20.80万 | 0.00% | 1,198 | -333 | -21.8% | -$5.78万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $20.71万 | 0.00% | 1,559 | -220 | -12.4% | -$2.92万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $20.63万 | 0.00% | 2,036 | 2,036 | — | $20.63万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.62万 | 0.00% | 2,841 | -13,000 | -82.1% | -$94.34万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $20.62万 | 0.00% | 2,300 | 24 | 1.1% | $2,151 | 加仓 |
| HLN | HALEON PLC | $20.61万 | 0.00% | 22,091 | -8,282 | -27.3% | -$7.73万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $20.61万 | 0.00% | 5,051 | -9,990 | -66.4% | -$40.76万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $20.60万 | 0.00% | 1,312 | 1,312 | — | $20.60万 | 新建仓 |
| DXCM | DEXCOM INC | $20.60万 | 0.00% | 3,058 | -160 | -5.0% | -$1.08万 | 减仓 |
| GME | GAMESTOP CORP | $20.58万 | 0.00% | 9,320 | -145 | -1.5% | -$3,202 | 减仓 |
| IDA | IDACORP INC | $20.49万 | 0.00% | 1,354 | 1,354 | — | $20.49万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $20.47万 | 0.00% | 2,941 | -20,522 | -87.5% | -$142.81万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $20.42万 | 0.00% | 5,031 | -255,734 | -98.1% | -$1,037.90万 | 减仓 |
| PKG | PACKAGING CORP AMER | $20.36万 | 0.00% | 854 | -312 | -26.8% | -$7.44万 | 重新持有 |
| BLTE | BELITE BIO INC | $20.31万 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $20.21万 | 0.00% | 1,347 | 1,347 | — | $20.21万 | 新建仓 |
| NI | NISOURCE INC | $20.20万 | 0.00% | 4,247 | 4,247 | — | $20.20万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $20.13万 | 0.00% | 4,220 | -11,445 | -73.1% | -$54.58万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $20.12万 | 0.00% | 1,220 | 1,220 | — | $20.12万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $20.09万 | 0.00% | 14,250 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $20.05万 | 0.00% | 1,998 | -22,537 | -91.9% | -$226.15万 | 减仓 |
| OMC | OMNICOM GROUP INC | $20.05万 | 0.00% | 2,753 | -10,576 | -79.3% | -$77.02万 | 减仓 |
| THG | HANOVER INS GROUP INC | $20.04万 | 0.00% | 936 | 936 | — | $20.04万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $19.26万 | 0.00% | 17,274 | 6,589 | 61.7% | $7.35万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $17.83万 | 0.00% | 23,369 | 64 | 0.3% | $488 | 加仓 |
| MARA | MARA HOLDINGS INC | $17.77万 | 0.00% | 12,796 | 837 | 7.0% | $1.16万 | 加仓 |
| AEG | AEGON LTD | $17.32万 | 0.00% | 20,524 | 20,524 | — | $17.32万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $17.28万 | 0.00% | 16,348 | 16,348 | — | $17.28万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $17.08万 | 0.00% | 14,968 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $17.00万 | 0.00% | 11,724 | -756 | -6.1% | -$1.10万 | 重新持有 |
| PTY | PIMCO CORPORATE & INCOME OPP | $17.00万 | 0.00% | 14,129 | -357,679 | -96.2% | -$430.29万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $16.90万 | 0.00% | 26,124 | 176 | 0.7% | $1,139 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $16.78万 | 0.00% | 10,638 | -1,112 | -9.5% | -$1.75万 | 减仓 |
| ONDS | ONDAS INC | $16.67万 | 0.00% | 20,231 | 20,231 | — | $16.67万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $16.51万 | 0.00% | 21,491 | -2,714 | -11.2% | -$2.08万 | 减仓 |
| QUAD | QUAD / GRAPHICS INC | $16.35万 | 0.00% | 19,394 | 1,682 | 9.5% | $1.42万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $15.34万 | 0.00% | 11,600 | 326 | 2.9% | $4,311 | 加仓 |
| — | TURBO ENERGY S A | $15.15万 | 0.00% | 96,478 | 61,145 | 173.1% | $9.60万 | 加仓 |