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
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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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -202,703 | -100.0% | -$502.09万 | 清仓 |
| PVAL | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -105,123 | -100.0% | -$487.77万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -56,775 | -100.0% | -$470.33万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -43,306 | -100.0% | -$465.06万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -36,090 | -100.0% | -$458.25万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -30,025 | -100.0% | -$454.61万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -89,177 | -100.0% | -$451.42万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -99,555 | -100.0% | -$446.01万 | 清仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -27,249 | -100.0% | -$432.90万 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -98,637 | -100.0% | -$430.65万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16,631 | -100.0% | -$422.41万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -96,443 | -100.0% | -$421.84万 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -116,581 | -100.0% | -$418.53万 | 清仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -71,730 | -100.0% | -$415.42万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -43,605 | -100.0% | -$408.41万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -149,096 | -100.0% | -$406.73万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -33,306 | -100.0% | -$403.64万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -89,476 | -100.0% | -$403.09万 | 清仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $0 | 0.00% | 0 | -247,485 | -100.0% | -$397.71万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -134,085 | -100.0% | -$391.64万 | 清仓 |
| NTSX | WISDOMTREE TR | $0 | 0.00% | 0 | -74,814 | -100.0% | -$390.15万 | 清仓 |
| IGRO | ISHARES TR | $0 | 0.00% | 0 | -45,864 | -100.0% | -$384.20万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -208,586 | -100.0% | -$383.80万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -41,949 | -100.0% | -$383.29万 | 清仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -39,710 | -100.0% | -$366.72万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -49,251 | -100.0% | -$353.38万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -92,758 | -100.0% | -$351.83万 | 清仓 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | -77,148 | -100.0% | -$348.48万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -68,594 | -100.0% | -$342.90万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -38,154 | -100.0% | -$337.51万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -95,048 | -100.0% | -$336.57万 | 清仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $0 | 0.00% | 0 | -112,220 | -100.0% | -$335.53万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -11,027 | -100.0% | -$333.29万 | 清仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -122,711 | -100.0% | -$333.16万 | 清仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -72,428 | -100.0% | -$329.92万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -69,012 | -100.0% | -$329.33万 | 清仓 |
| — | GDL FD | $0 | 0.00% | 0 | -384,932 | -100.0% | -$320.65万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -65,394 | -100.0% | -$314.87万 | 清仓 |
| IAT | ISHARES TR | $0 | 0.00% | 0 | -57,854 | -100.0% | -$311.49万 | 清仓 |
| BILZ | PIMCO ETF TR | $0 | 0.00% | 0 | -30,792 | -100.0% | -$310.90万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -58,844 | -100.0% | -$309.17万 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -48,301 | -100.0% | -$308.69万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -30,545 | -100.0% | -$295.68万 | 清仓 |
| BENJ | HORIZON FDS | $0 | 0.00% | 0 | -55,904 | -100.0% | -$292.57万 | 清仓 |
| ILOW | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -67,699 | -100.0% | -$288.80万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -11,832 | -100.0% | -$276.89万 | 清仓 |