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 |
|---|---|---|---|---|---|---|---|---|
| SD | SANDRIDGE ENERGY INC | $14.77万 | 0.00% | 10,784 | 641 | 6.3% | $8,782 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $14.65万 | 0.00% | 10,826 | 10,826 | — | $14.65万 | 新建仓 |
| — | SABA CAPITAL INCOME & OPPORT | $14.38万 | 0.00% | 17,225 | -1,500 | -8.0% | -$1.25万 | 减仓 |
| CNH | CNH INDL N V | $13.22万 | 0.00% | 11,770 | -7 | -0.1% | -$79 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $12.97万 | 0.00% | 10,162 | -42 | -0.4% | -$536 | 减仓 |
| VG | VENTURE GLOBAL INC | $12.26万 | 0.00% | 11,015 | 11,015 | — | $12.26万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $12.26万 | 0.00% | 11,508 | 11,508 | — | $12.26万 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP | $11.93万 | 0.00% | 16,546 | 16,546 | — | $11.93万 | 新建仓 |
| — | IMPERIAL PETE INC | $11.19万 | 0.00% | 24,281 | -3,230 | -11.7% | -$1.49万 | 减仓 |
| TLS | TELOS CORP MD | $10.76万 | 0.00% | 23,387 | -4,952 | -17.5% | -$2.28万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $10.48万 | 0.00% | 28,559 | -5,587 | -16.4% | -$2.05万 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $9.98万 | 0.00% | 29,870 | -4,048 | -11.9% | -$1.35万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $9.78万 | 0.00% | 15,650 | 600 | 4.0% | $3,750 | 加仓 |
| — | TREACE MED CONCEPTS INC | $9.63万 | 0.00% | 24,196 | 24,196 | — | $9.63万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $9.30万 | 0.00% | 64,616 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $8.73万 | 0.00% | 47,991 | 47,991 | — | $8.73万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $7.92万 | 0.00% | 30,568 | -8 | -0.0% | -$21 | 减仓 |
| — | AMTD DIGITAL INC | $7.88万 | 0.00% | 49,578 | 1,545 | 3.2% | $2,457 | 加仓 |
| — | KALARIS THERAPEUTICS INC | $7.38万 | 0.00% | 18,125 | 3,895 | 27.4% | $1.59万 | 加仓 |
| — | NEUROSENSE THERAPEUTICS LTD | $7.20万 | 0.00% | 100,000 | 50,000 | 100.0% | $3.60万 | 加仓 |
| — | GRIDAI TECHNOLOGIES CORP | $7.04万 | 0.00% | 15,000 | 15,000 | — | $7.04万 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $6.99万 | 0.00% | 10,624 | 10,624 | — | $6.99万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $6.92万 | 0.00% | 31,587 | 13,693 | 76.5% | $3.00万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $6.76万 | 0.00% | 33,779 | -7,180 | -17.5% | -$1.44万 | 减仓 |
| ABEV | AMBEV SA | $6.73万 | 0.00% | 21,425 | 9,302 | 76.7% | $2.92万 | 加仓 |
| RR | RICHTECH ROBOTICS INC | $6.32万 | 0.00% | 29,970 | 5,600 | 23.0% | $1.18万 | 加仓 |
| — | THE9 LTD | $5.72万 | 0.00% | 11,672 | -50 | -0.4% | -$245 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $5.63万 | 0.00% | 14,300 | 14,300 | — | $5.63万 | 新建仓 |
| SNAP | SNAP INC | $5.43万 | 0.00% | 12,234 | -289 | -2.3% | -$1,283 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC | $5.07万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| — | GEMINI SPACE STA INC | $4.26万 | 0.00% | 10,000 | 10,000 | — | $4.26万 | 新建仓 |
| PLUG | PLUG PWR INC | $4.09万 | 0.00% | 15,098 | 960 | 6.8% | $2,602 | 加仓 |
| DDD | 3D SYS CORP DEL | $4.01万 | 0.00% | 13,289 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $3.73万 | 0.00% | 12,189 | -1,175 | -8.8% | -$3,595 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $3.57万 | 0.00% | 22,342 | 2 | 0.0% | $3 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $3.48万 | 0.00% | 12,639 | 0 | 0.0% | — | 不变 |
| — | PLANET IMAGE INTL LTD | $2.71万 | 0.00% | 25,582 | -4,665 | -15.4% | -$4,945 | 减仓 |
| — | KNIGHTSCOPE INC | $2.71万 | 0.00% | 12,819 | 2,760 | 27.4% | $5,824 | 加仓 |
| PSEC | PROSPECT CAP CORP | $2.38万 | 0.00% | 10,282 | -1,080 | -9.5% | -$2,495 | 减仓 |
| ITRG | INTEGRA RES CORP | $2.27万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $2.24万 | 0.00% | 20,000 | 20,000 | — | $2.24万 | 新建仓 |
| — | DIANA SHIPPING INC | $2.15万 | 0.00% | 10,214 | 0 | 0.0% | — | 不变 |
| — | 5E ADVANCED MATERIALS INC | $2.08万 | 0.00% | 15,000 | 15,000 | — | $2.08万 | 新建仓 |
| — | PSQ HOLDINGS INC | $2.01万 | 0.00% | 50,000 | 50,000 | — | $2.01万 | 新建仓 |
| — | PURPLE BIOTECH LTD | $2.00万 | 0.00% | 11,901 | 11,901 | — | $2.00万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $1.70万 | 0.00% | 25,000 | -26,700 | -51.6% | -$1.82万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $1.68万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | MARCHEX INC | $1.61万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $1.13万 | 0.00% | 14,500 | -12,000 | -45.3% | -$9,365 | 减仓 |
| — | CARDIOL THERAPEUTICS INC | $1.06万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $8,697 | 0.00% | 11,341 | 11,341 | — | $8,697 | 新建仓 |
| — | CALIDI BIOTHERAPEUTICS INC | $7,650 | 0.00% | 45,000 | 45,000 | — | $7,650 | 新建仓 |
| — | COHEN & STEERS QUALITY INCOM | $2,538 | 0.00% | 170,050 | 170,050 | — | $2,538 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,436 | 0.00% | 10,569 | 0 | 0.0% | — | 不变 |
| 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 |