13F 机构持仓

Independent Advisor Alliance

CHARLOTTE NC · SEC CIK 0001696899

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$42.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 11.1%
AAPL 6.0%
ABCB 5.6%
AMD 3.9%
AMZN 3.1%
MSFT 2.7%
GOOG 2.1%
GOOGL 2.0%
AVGO 1.8%
MU 1.5%

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
FGD FIRST TR EXCHANGE-TRADED FD $00.00%0 -85,816-100.0% -$274.01万 清仓
BSJR INVESCO EXCH TRD SLF IDX FD $00.00%0 -121,646-100.0% -$272.06万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -142,513-100.0% -$269.64万 清仓
FESM FIDELITY COVINGTON TRUST $00.00%0 -70,647-100.0% -$268.46万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -115,061-100.0% -$266.65万 清仓
BOTZ GLOBAL X FDS $00.00%0 -79,207-100.0% -$263.13万 清仓
FALN ISHARES TR $00.00%0 -97,342-100.0% -$260.10万 清仓
SMMU PIMCO ETF TR $00.00%0 -51,180-100.0% -$258.20万 清仓
HAWX ISHARES TR $00.00%0 -62,731-100.0% -$256.51万 清仓
COWG PACER FDS TR $00.00%0 -75,782-100.0% -$255.68万 清仓
GPIX GOLDMAN SACHS ETF TR $00.00%0 -50,963-100.0% -$255.02万 清仓
FAN FIRST TR EXCHANGE-TRADED FD $00.00%0 -102,711-100.0% -$254.11万 清仓
SUSL ISHARES TR $00.00%0 -22,256-100.0% -$252.83万 清仓
ILCG ISHARES TR $00.00%0 -26,336-100.0% -$251.46万 清仓
TAFI AB ACTIVE ETFS INC $00.00%0 -99,614-100.0% -$250.83万 清仓
HFXI NEW YORK LIFE INVESTMENTS ET $00.00%0 -73,980-100.0% -$248.42万 清仓
FLCB FRANKLIN TEMPLETON ETF TR $00.00%0 -112,937-100.0% -$242.70万 清仓
JHMM JOHN HANCOCK EXCHANGE TRADED $00.00%0 -36,010-100.0% -$241.70万 清仓
OAKM HARRIS OAKMARK ETF TRUST $00.00%0 -87,271-100.0% -$240.56万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -43,922-100.0% -$239.59万 清仓
HYG ISHARES TR $00.00%0 -30,094-100.0% -$239.43万 清仓
— GLOBAL X FDS $00.00%0 -55,025-100.0% -$228.61万 清仓
GAB GABELLI EQUITY TR INC $00.00%0 -405,588-100.0% -$227.13万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -51,104-100.0% -$225.76万 清仓
JNK SPDR SERIES TRUST $00.00%0 -23,349-100.0% -$223.49万 清仓
VAW VANGUARD WORLD FD $00.00%0 -9,887-100.0% -$222.80万 清仓
OEF ISHARES TR $00.00%0 -6,959-100.0% -$221.34万 清仓
FXZ FIRST TR EXCHANGE-TRADED FD $00.00%0 -28,899-100.0% -$220.24万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -43,044-100.0% -$218.81万 清仓
AOR ISHARES TR $00.00%0 -33,599-100.0% -$216.21万 清仓
FTCB FIRST TR EXCHANGE-TRADED FD $00.00%0 -102,963-100.0% -$215.81万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -41,310-100.0% -$214.52万 清仓
FTLS FIRST TR EXCH TRADED FD III $00.00%0 -30,446-100.0% -$214.22万 清仓
TCAF T ROWE PRICE ETF INC $00.00%0 -59,678-100.0% -$212.39万 清仓
FTXL FIRST TR EXCHANGE TRADED FD $00.00%0 -14,163-100.0% -$208.86万 清仓
SPBO SPDR SERIES TRUST $00.00%0 -71,673-100.0% -$208.07万 清仓
TAXF AMERICAN CENTY ETF TR $00.00%0 -41,546-100.0% -$207.94万 清仓
FDD FIRST TR EXCHANGE-TRADED FD $00.00%0 -116,379-100.0% -$207.27万 清仓
IDEV ISHARES TR $00.00%0 -24,745-100.0% -$206.79万 清仓
FMDE FIDELITY COVINGTON TRUST $00.00%0 -57,268-100.0% -$205.93万 清仓
RQI COHEN & STEERS QUALITY INCOM $00.00%0 -169,832-100.0% -$204.65万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -66,339-100.0% -$200.01万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -51,595-100.0% -$199.16万 清仓
DDWM WISDOMTREE TR $00.00%0 -45,120-100.0% -$199.03万 清仓
IBDS ISHARES TR $00.00%0 -79,079-100.0% -$191.69万 清仓
IGV ISHARES TR $00.00%0 -23,591-100.0% -$188.85万 清仓
XBIL RBB FD INC $00.00%0 -37,650-100.0% -$188.36万 清仓
FTC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -12,209-100.0% -$188.19万 清仓
FLQL FRANKLIN TEMPLETON ETF TR $00.00%0 -27,817-100.0% -$188.15万 清仓
IPKW INVESCO EXCH TRADED FD TR II $00.00%0 -33,404-100.0% -$187.94万 清仓
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -86,478-100.0% -$187.53万 清仓
FLUD FRANKLIN TEMPLETON ETF TR $00.00%0 -74,477-100.0% -$186.19万 清仓
VFH VANGUARD WORLD FD $00.00%0 -15,409-100.0% -$186.16万 清仓
ILF ISHARES TR $00.00%0 -51,715-100.0% -$183.69万 清仓
— COTERRA ENERGY INC $00.00%0 -51,618-100.0% -$181.39万 清仓
IBDR ISHARES TR $00.00%0 -74,033-100.0% -$179.46万 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -38,376-100.0% -$179.37万 清仓
BIBL NORTHERN LTS FD TR IV $00.00%0 -37,952-100.0% -$178.94万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -40,202-100.0% -$178.26万 清仓
PDI PIMCO DYNAMIC INCOME FD $00.00%0 -104,120-100.0% -$178.15万 清仓
TIP ISHARES TR $00.00%0 -16,022-100.0% -$176.82万 清仓
DVYE ISHARES INC $00.00%0 -51,161-100.0% -$175.89万 清仓
FEX FIRST TR EXCHANGE-TRADED ALP $00.00%0 -14,398-100.0% -$175.56万 清仓
FSMB FIRST TR EXCH TRADED FD III $00.00%0 -86,209-100.0% -$172.07万 清仓
SGOV ISHARES TR $00.00%0 -17,055-100.0% -$171.68万 清仓
SMMV ISHARES TR $00.00%0 -39,215-100.0% -$171.04万 清仓
FTXR FIRST TR EXCHANGE TRADED FD $00.00%0 -44,760-100.0% -$170.58万 清仓
BSJT INVESCO EXCH TRD SLF IDX FD $00.00%0 -80,926-100.0% -$170.23万 清仓
AVUS AMERICAN CENTY ETF TR $00.00%0 -15,059-100.0% -$167.42万 清仓
EMXC ISHARES INC $00.00%0 -21,208-100.0% -$166.82万 清仓
OUSA ALPS ETF TR $00.00%0 -29,652-100.0% -$165.07万 清仓
CGSD CAPITAL GRP FIXED INCM ETF T $00.00%0 -63,956-100.0% -$164.94万 清仓
FLGV FRANKLIN TEMPLETON ETF TR $00.00%0 -80,286-100.0% -$164.02万 清仓
VLU SPDR SERIES TRUST $00.00%0 -7,621-100.0% -$163.84万 清仓
INMU BLACKROCK ETF TRUST II $00.00%0 -68,395-100.0% -$163.53万 清仓
IBDT ISHARES TR $00.00%0 -64,012-100.0% -$162.14万 清仓
IQDG WISDOMTREE TR $00.00%0 -40,250-100.0% -$161.57万 清仓
CWB SPDR SERIES TRUST $00.00%0 -17,271-100.0% -$158.06万 清仓
EMGF ISHARES INC $00.00%0 -25,333-100.0% -$153.09万 清仓
PTA COHEN & STEERS TAX ADVAN PFD $00.00%0 -81,085-100.0% -$151.95万 清仓
IHI ISHARES TR $00.00%0 -28,291-100.0% -$150.93万 清仓
INTF ISHARES TR $00.00%0 -38,406-100.0% -$149.63万 清仓
AGGY WISDOMTREE TR $00.00%0 -34,393-100.0% -$149.44万 清仓
CLOA BLACKROCK ETF TRUST II $00.00%0 -28,829-100.0% -$149.43万 清仓
KXI ISHARES TR $00.00%0 -22,046-100.0% -$147.73万 清仓
PTLC PACER FDS TR $00.00%0 -27,826-100.0% -$145.98万 清仓
SHYM BLACKROCK ETF TRUST II $00.00%0 -65,373-100.0% -$143.95万 清仓
IVOV VANGUARD ADMIRAL FDS INC $00.00%0 -14,047-100.0% -$143.20万 清仓
HDV ISHARES TR $00.00%0 -52,520-100.0% -$142.57万 清仓
HYBL SSGA ACTIVE TR $00.00%0 -50,112-100.0% -$139.51万 清仓
BSJU INVESCO EXCH TRD SLF IDX FD $00.00%0 -53,694-100.0% -$137.40万 清仓
PBUS INVESCO EXCH TRADED FD TR II $00.00%0 -21,066-100.0% -$137.29万 清仓
SKYY FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,547-100.0% -$137.21万 清仓
GSSC GOLDMAN SACHS ETF TR $00.00%0 -18,380-100.0% -$137.02万 清仓
ALAI THE ALGER ETF TRUST $00.00%0 -41,449-100.0% -$136.95万 清仓
HEGD LISTED FDS TR $00.00%0 -55,323-100.0% -$136.65万 清仓
IFRA ISHARES TR $00.00%0 -23,834-100.0% -$136.33万 清仓
EAGG ISHARES TR $00.00%0 -28,643-100.0% -$136.20万 清仓
IDMO INVESCO EXCH TRADED FD TR II $00.00%0 -24,676-100.0% -$135.32万 清仓
ROBT FIRST TR EXCHANGE TRADED FD $00.00%0 -29,158-100.0% -$134.59万 清仓