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 |
|---|---|---|---|---|---|---|---|---|
| DLTR | DOLLAR TREE INC | $40.33万 | 0.00% | 3,683 | -184 | -4.8% | -$2.01万 | 减仓 |
| MKC | MCCORMICK & CO INC | $40.26万 | 0.00% | 7,981 | -1,379 | -14.7% | -$6.96万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $40.21万 | 0.00% | 2,658 | -415 | -13.5% | -$6.28万 | 减仓 |
| DTH | WISDOMTREE TR | $40.09万 | 0.00% | 7,411 | 7,411 | — | $40.09万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $40.00万 | 0.00% | 1,653 | -4 | -0.2% | -$968 | 减仓 |
| COHR | COHERENT CORP | $40.00万 | 0.00% | 1,679 | 109 | 6.9% | $2.60万 | 加仓 |
| WAB | WABTEC | $39.89万 | 0.00% | 1,596 | -155 | -8.9% | -$3.87万 | 减仓 |
| IDOG | ALPS ETF TR | $39.87万 | 0.00% | 9,572 | 9,572 | — | $39.87万 | 新建仓 |
| GLRE | GREENLIGHT CAP RE LTD | $39.81万 | 0.00% | 23,027 | -41,534 | -64.3% | -$71.81万 | 减仓 |
| FTNT | FORTINET INC | $39.46万 | 0.00% | 4,829 | -16,157 | -77.0% | -$132.04万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $39.21万 | 0.00% | 4,731 | -546 | -10.3% | -$4.52万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $39.14万 | 0.00% | 2,982 | 2,982 | — | $39.14万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $38.98万 | 0.00% | 3,956 | 3,956 | — | $38.98万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $38.78万 | 0.00% | 5,325 | 19 | 0.4% | $1,384 | 加仓 |
| ERIE | ERIE INDTY CO | $38.77万 | 0.00% | 1,543 | 229 | 17.4% | $5.75万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $38.77万 | 0.00% | 10,004 | 10,004 | — | $38.77万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $38.71万 | 0.00% | 22,811 | 2,659 | 13.2% | $4.51万 | 加仓 |
| FISR | SSGA ACTIVE TR | $38.65万 | 0.00% | 15,026 | -1,384 | -8.4% | -$3.56万 | 减仓 |
| — | WESTERN ASSET INTER MUNI | $38.59万 | 0.00% | 50,251 | 50,251 | — | $38.59万 | 新建仓 |
| CCI | CROWN CASTLE INC | $38.59万 | 0.00% | 4,746 | -658 | -12.2% | -$5.35万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.49万 | 0.00% | 4,994 | -10,844 | -68.5% | -$83.58万 | 减仓 |
| — | BCB BANCORP INC | $38.49万 | 0.00% | 42,860 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $38.34万 | 0.00% | 8,432 | 8,432 | — | $38.34万 | 新建仓 |
| ESGD | ISHARES TR | $38.28万 | 0.00% | 4,003 | 4,003 | — | $38.28万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $38.09万 | 0.00% | 16,403 | 16,403 | — | $38.09万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $37.91万 | 0.00% | 1,285 | 166 | 14.8% | $4.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.86万 | 0.00% | 5,323 | 5,323 | — | $37.86万 | 新建仓 |
| DOW | DOW HLDGS INC | $37.72万 | 0.00% | 9,057 | -1,373 | -13.2% | -$5.72万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $37.61万 | 0.00% | 7,907 | 585 | 8.0% | $2.78万 | 加仓 |
| MLI | MUELLER INDS INC | $37.54万 | 0.00% | 3,388 | -2 | -0.1% | -$222 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $37.48万 | 0.00% | 5,669 | 588 | 11.6% | $3.89万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $37.48万 | 0.00% | 9,414 | 9,414 | — | $37.48万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $37.33万 | 0.00% | 10,989 | 10,989 | — | $37.33万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $37.27万 | 0.00% | 11,493 | 1,159 | 11.2% | $3.76万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $37.24万 | 0.00% | 5,718 | 5,718 | — | $37.24万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $37.18万 | 0.00% | 4,236 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $37.14万 | 0.00% | 4,533 | -155 | -3.3% | -$1.27万 | 减仓 |
| — | STEREOTAXIS INC | $36.98万 | 0.00% | 200,985 | 2,600 | 1.3% | $4,784 | 加仓 |
| AER | AERCAP HOLDINGS NV | $36.89万 | 0.00% | 2,689 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $36.81万 | 0.00% | 3,129 | 3,129 | — | $36.81万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $36.78万 | 0.00% | 3,188 | 117 | 3.8% | $1.35万 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $36.64万 | 0.00% | 25,585 | -2,966 | -10.4% | -$4.25万 | 减仓 |
| EWJ | ISHARES INC | $36.58万 | 0.00% | 4,332 | 4,332 | — | $36.58万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $36.56万 | 0.00% | 4,671 | 4,671 | — | $36.56万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $36.47万 | 0.00% | 4,764 | -23,877 | -83.4% | -$182.80万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $36.45万 | 0.00% | 16,830 | -661 | -3.8% | -$1.43万 | 减仓 |
| RIG | TRANSOCEAN LTD | $36.37万 | 0.00% | 54,853 | 54,853 | — | $36.37万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $36.28万 | 0.00% | 3,174 | 3,174 | — | $36.28万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $36.10万 | 0.00% | 3,809 | -117 | -3.0% | -$1.11万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $36.05万 | 0.00% | 4,583 | 500 | 12.2% | $3.93万 | 加仓 |
| RGLD | ROYAL GOLD INC | $36.01万 | 0.00% | 1,415 | 108 | 8.3% | $2.75万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $35.88万 | 0.00% | 7,444 | 2,901 | 63.9% | $13.98万 | 加仓 |
| GCOW | PACER FDS TR | $35.86万 | 0.00% | 7,754 | 7,754 | — | $35.86万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $35.85万 | 0.00% | 33,068 | 20,234 | 157.7% | $21.93万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $35.81万 | 0.00% | 11,318 | 11,318 | — | $35.81万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $35.65万 | 0.00% | 3,956 | 110 | 2.9% | $9,912 | 加仓 |
| BCS | BARCLAYS PLC | $35.57万 | 0.00% | 16,810 | -17,671 | -51.2% | -$37.39万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $35.36万 | 0.00% | 6,667 | 6,667 | — | $35.36万 | 新建仓 |
| SPEU | SPDR INDEX SHS FDS | $35.26万 | 0.00% | 6,880 | 6,880 | — | $35.26万 | 新建仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $35.11万 | 0.00% | 5,687 | 5,687 | — | $35.11万 | 新建仓 |
| JSI | JANUS DETROIT STR TR | $35.01万 | 0.00% | 6,791 | 6,791 | — | $35.01万 | 新建仓 |
| HUM | HUMANA INC | $34.86万 | 0.00% | 2,010 | -117 | -5.5% | -$2.03万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $34.85万 | 0.00% | 14,195 | 14,195 | — | $34.85万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $34.79万 | 0.00% | 5,618 | 369 | 7.0% | $2.29万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $34.67万 | 0.00% | 3,019 | 3,019 | — | $34.67万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $34.65万 | 0.00% | 2,032 | -252 | -11.0% | -$4.30万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $34.57万 | 0.00% | 1,822 | -1,615 | -47.0% | -$30.65万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $34.40万 | 0.00% | 5,129 | -1,040 | -16.9% | -$6.98万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $34.40万 | 0.00% | 11,470 | -5,999 | -34.3% | -$17.99万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $34.26万 | 0.00% | 9,233 | 9,233 | — | $34.26万 | 新建仓 |
| SNY | SANOFI SA | $34.26万 | 0.00% | 7,110 | -1,340 | -15.9% | -$6.46万 | 减仓 |
| RS | RELIANCE INC | $34.20万 | 0.00% | 1,125 | 77 | 7.3% | $2.34万 | 加仓 |
| RELX | RELX PLC | $33.95万 | 0.00% | 10,242 | 10,242 | — | $33.95万 | 新建仓 |
| — | ETF SER SOLUTIONS | $33.74万 | 0.00% | 9,240 | 9,240 | — | $33.74万 | 新建仓 |
| BN | BROOKFIELD CORP | $33.71万 | 0.00% | 8,330 | -6,562 | -44.1% | -$26.56万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $33.54万 | 0.00% | 23,887 | 480 | 2.1% | $6,739 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $33.48万 | 0.00% | 9,231 | 9,231 | — | $33.48万 | 新建仓 |
| DASH | DOORDASH INC | $33.39万 | 0.00% | 2,224 | -296 | -11.7% | -$4.44万 | 减仓 |
| AON | AON PLC | $33.38万 | 0.00% | 1,034 | -454 | -30.5% | -$14.65万 | 减仓 |
| — | WELLS FARGO & CO | $33.18万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $33.17万 | 0.00% | 14,894 | 14,894 | — | $33.17万 | 新建仓 |
| AN | AUTONATION INC | $33.10万 | 0.00% | 1,695 | 98 | 6.1% | $1.91万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $32.98万 | 0.00% | 27,079 | 27,079 | — | $32.98万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $32.89万 | 0.00% | 26,678 | 26,678 | — | $32.89万 | 新建仓 |
| SON | SONOCO PRODS CO | $32.77万 | 0.00% | 6,059 | -540 | -8.2% | -$2.92万 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $32.73万 | 0.00% | 72,899 | 72,899 | — | $32.73万 | 新建仓 |
| — | WISDOMTREE TR | $32.63万 | 0.00% | 9,856 | 9,856 | — | $32.63万 | 新建仓 |
| AEE | AMEREN CORP | $32.46万 | 0.00% | 2,953 | 57 | 2.0% | $6,265 | 加仓 |
| IYR | ISHARES TR | $32.46万 | 0.00% | 3,433 | 3,433 | — | $32.46万 | 新建仓 |
| EEMV | ISHARES INC | $32.26万 | 0.00% | 4,984 | 4,984 | — | $32.26万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $32.23万 | 0.00% | 1,124 | 61 | 5.7% | $1.75万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $32.07万 | 0.00% | 12,812 | 12,812 | — | $32.07万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $32.06万 | 0.00% | 14,256 | -4,163 | -22.6% | -$9.36万 | 减仓 |
| NRG | NRG ENERGY INC | $31.95万 | 0.00% | 2,186 | 88 | 4.2% | $1.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.87万 | 0.00% | 5,103 | 5,103 | — | $31.87万 | 新建仓 |
| VICI | VICI PPTYS INC | $31.81万 | 0.00% | 11,645 | -3,348 | -22.3% | -$9.15万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $31.76万 | 0.00% | 13,246 | 13,246 | — | $31.76万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $31.76万 | 0.00% | 13,946 | -139,288 | -90.9% | -$317.16万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.75万 | 0.00% | 8,299 | -15,116 | -64.6% | -$57.84万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $31.65万 | 0.00% | 28,827 | 28,827 | — | $31.65万 | 新建仓 |