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 |
|---|---|---|---|---|---|---|---|---|
| SDIV | GLOBAL X FDS | $31.61万 | 0.00% | 12,514 | 12,514 | — | $31.61万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $31.45万 | 0.00% | 4,380 | 4,380 | — | $31.45万 | 新建仓 |
| TXT | TEXTRON INC | $31.41万 | 0.00% | 3,587 | -720 | -16.7% | -$6.30万 | 减仓 |
| IAI | ISHARES TR | $31.31万 | 0.00% | 1,907 | 1,907 | — | $31.31万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $31.17万 | 0.00% | 2,640 | 81 | 3.2% | $9,563 | 加仓 |
| EIX | EDISON INTL | $31.05万 | 0.00% | 4,243 | 152 | 3.7% | $1.11万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $31.00万 | 0.00% | 5,450 | -493 | -8.3% | -$2.80万 | 减仓 |
| STT | STATE STR CORP | $30.98万 | 0.00% | 2,448 | 166 | 7.3% | $2.10万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $30.85万 | 0.00% | 11,598 | 11,598 | — | $30.85万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $30.78万 | 0.00% | 13,583 | 13,583 | — | $30.78万 | 新建仓 |
| QLD | PROSHARES TR | $30.65万 | 0.00% | 5,025 | 5,025 | — | $30.65万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $30.46万 | 0.00% | 2,713 | 2,713 | — | $30.46万 | 新建仓 |
| HLN | HALEON PLC | $30.40万 | 0.00% | 30,373 | -5,475 | -15.3% | -$5.48万 | 减仓 |
| NDAQ | NASDAQ INC | $30.39万 | 0.00% | 3,580 | -994 | -21.7% | -$8.44万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $30.25万 | 0.00% | 6,173 | -1,309 | -17.5% | -$6.42万 | 减仓 |
| CRK | COMSTOCK RES INC | $30.05万 | 0.00% | 14,253 | 5,396 | 60.9% | $11.37万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $30.00万 | 0.00% | 4,014 | 1,138 | 39.6% | $8.50万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $29.90万 | 0.00% | 258 | -29 | -10.1% | -$3.36万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $29.83万 | 0.00% | 493 | -17 | -3.3% | -$1.03万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $29.79万 | 0.00% | 16,743 | 16,743 | — | $29.79万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $29.76万 | 0.00% | 4,794 | 4,794 | — | $29.76万 | 新建仓 |
| CCBG | CAPITAL CITY BANK | $29.70万 | 0.00% | 6,833 | -7,888 | -53.6% | -$34.28万 | 重新持有 |
| PKB | INVESCO EXCHANGE TRADED FD T | $29.66万 | 0.00% | 3,040 | 3,040 | — | $29.66万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $29.50万 | 0.00% | 14,935 | 2,623 | 21.3% | $5.18万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $29.30万 | 0.00% | 6,308 | 6,308 | — | $29.30万 | 新建仓 |
| FEGE | RBB FUND TRUST | $29.26万 | 0.00% | 6,225 | 6,225 | — | $29.26万 | 新建仓 |
| CGNX | COGNEX CORP | $29.24万 | 0.00% | 5,968 | 5,968 | — | $29.24万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $29.22万 | 0.00% | 1,916 | -464 | -19.5% | -$7.08万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $29.18万 | 0.00% | 12,867 | 3,443 | 36.5% | $7.81万 | 加仓 |
| IYE | ISHARES TR | $29.16万 | 0.00% | 4,502 | 4,502 | — | $29.16万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $29.16万 | 0.00% | 6,710 | 6,710 | — | $29.16万 | 新建仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $29.15万 | 0.00% | 21,188 | 21,188 | — | $29.15万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.13万 | 0.00% | 2,222 | 178 | 8.7% | $2.33万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $29.07万 | 0.00% | 10,043 | -711 | -6.6% | -$2.06万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $29.07万 | 0.00% | 10,784 | 10,784 | — | $29.07万 | 新建仓 |
| SUSB | ISHARES TR | $29.06万 | 0.00% | 11,593 | 11,593 | — | $29.06万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.02万 | 0.00% | 7,840 | 216 | 2.8% | $7,994 | 加仓 |
| ESN | NORTHERN LTS FD TR II | $28.82万 | 0.00% | 16,453 | 16,453 | — | $28.82万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $28.67万 | 0.00% | 7,357 | -1,526 | -17.2% | -$5.95万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $28.65万 | 0.00% | 14,081 | 14,081 | — | $28.65万 | 新建仓 |
| AOM | ISHARES TR | $28.44万 | 0.00% | 6,003 | 6,003 | — | $28.44万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $28.39万 | 0.00% | 3,727 | -3,112 | -45.5% | -$23.70万 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $28.34万 | 0.00% | 2,278 | 2,278 | — | $28.34万 | 新建仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $28.29万 | 0.00% | 18,590 | 18,590 | — | $28.29万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $28.29万 | 0.00% | 22,000 | 22,000 | — | $28.29万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $28.26万 | 0.00% | 7,916 | 166 | 2.1% | $5,926 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $28.26万 | 0.00% | 1,309 | 51 | 4.1% | $1.10万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $28.20万 | 0.00% | 3,116 | 3,116 | — | $28.20万 | 新建仓 |
| TQQQ | PROSHARES TR | $28.16万 | 0.00% | 6,756 | 6,756 | — | $28.16万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $28.03万 | 0.00% | 943 | 12 | 1.3% | $3,566 | 加仓 |
| TTD | THE TRADE DESK INC | $27.98万 | 0.00% | 12,331 | -17,402 | -58.5% | -$39.49万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $27.92万 | 0.00% | 6,473 | 6,473 | — | $27.92万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $27.81万 | 0.00% | 40,603 | 4,399 | 12.2% | $3.01万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $27.77万 | 0.00% | 2,041 | -106 | -4.9% | -$1.44万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $27.72万 | 0.00% | 3,218 | 3,218 | — | $27.72万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $27.70万 | 0.00% | 8,013 | 8,013 | — | $27.70万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $27.68万 | 0.00% | 10,537 | 10,537 | — | $27.68万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $27.68万 | 0.00% | 702 | -9,405 | -93.1% | -$370.82万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $27.65万 | 0.00% | 3,666 | 3,666 | — | $27.65万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $27.64万 | 0.00% | 6,885 | 6,885 | — | $27.64万 | 新建仓 |
| DDOG | DATADOG INC | $27.58万 | 0.00% | 2,336 | -1,543 | -39.8% | -$18.22万 | 减仓 |
| ACMR | ACM RESH INC | $27.57万 | 0.00% | 7,007 | -44 | -0.6% | -$1,731 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $27.56万 | 0.00% | 6,178 | 854 | 16.0% | $3.81万 | 加仓 |
| IONQ | IONQ INC | $27.54万 | 0.00% | 9,554 | -2,193 | -18.7% | -$6.32万 | 减仓 |
| EPS | WISDOMTREE TR | $27.54万 | 0.00% | 4,043 | 4,043 | — | $27.54万 | 新建仓 |
| CRH | CRH PLC | $27.53万 | 0.00% | 2,619 | -155 | -5.6% | -$1.63万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $27.48万 | 0.00% | 5,444 | 5,444 | — | $27.48万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $27.40万 | 0.00% | 11,046 | 11,046 | — | $27.40万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $27.31万 | 0.00% | 2,657 | 187 | 7.6% | $1.92万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $27.24万 | 0.00% | 1,168 | 15 | 1.3% | $3,499 | 加仓 |
| ISCG | ISHARES TR | $27.21万 | 0.00% | 4,965 | 4,965 | — | $27.21万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $27.17万 | 0.00% | 1,747 | -6,549 | -78.9% | -$101.85万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $27.12万 | 0.00% | 9,194 | 9,194 | — | $27.12万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $27.06万 | 0.00% | 30,100 | 30,100 | — | $27.06万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $26.99万 | 0.00% | 37,072 | 37,072 | — | $26.99万 | 新建仓 |
| DEO | DIAGEO PLC | $26.96万 | 0.00% | 3,621 | -25 | -0.7% | -$1,861 | 减仓 |
| L | LOEWS CORP | $26.90万 | 0.00% | 2,520 | -83 | -3.2% | -$8,859 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $26.76万 | 0.00% | 4,998 | 4,998 | — | $26.76万 | 新建仓 |
| — | LEGG MASON ETF INVT | $26.63万 | 0.00% | 6,043 | 6,043 | — | $26.63万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $26.62万 | 0.00% | 11,252 | 11,252 | — | $26.62万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $26.58万 | 0.00% | 4,115 | 4,115 | — | $26.58万 | 新建仓 |
| — | LEGG MASON ETF INVT | $26.47万 | 0.00% | 4,903 | 4,903 | — | $26.47万 | 新建仓 |
| TKR | TIMKEN CO | $26.46万 | 0.00% | 2,631 | -1 | -0.0% | -$101 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $26.42万 | 0.00% | 5,256 | 5,256 | — | $26.42万 | 新建仓 |
| EUFN | ISHARES TR | $26.40万 | 0.00% | 7,575 | 7,575 | — | $26.40万 | 新建仓 |
| REMX | VANECK ETF TRUST | $26.36万 | 0.00% | 2,996 | 2,996 | — | $26.36万 | 新建仓 |
| AGIX | KRANESHARES TRUST | $26.25万 | 0.00% | 8,012 | 8,012 | — | $26.25万 | 新建仓 |
| E | ENI SPA | $26.19万 | 0.00% | 4,626 | 4,626 | — | $26.19万 | 新建仓 |
| GTOP | GOLDMAN SACHS ETF TR | $26.14万 | 0.00% | 7,220 | 7,220 | — | $26.14万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $26.07万 | 0.00% | 1,515 | 1,515 | — | $26.07万 | 新建仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $25.98万 | 0.00% | 15,651 | 15,651 | — | $25.98万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $25.89万 | 0.00% | 7,185 | -198 | -2.7% | -$7,136 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $25.86万 | 0.00% | 916 | 916 | — | $25.86万 | 新建仓 |
| GMED | GLOBUS MED INC | $25.74万 | 0.00% | 2,987 | -3 | -0.1% | -$258 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $25.69万 | 0.00% | 716 | -52 | -6.8% | -$1.87万 | 减仓 |
| — | TWO RDS SHARED TR | $25.64万 | 0.00% | 6,894 | 6,894 | — | $25.64万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $25.54万 | 0.00% | 8,126 | 8,126 | — | $25.54万 | 新建仓 |
| MP | MP MATERIALS CORP | $25.54万 | 0.00% | 5,292 | 932 | 21.4% | $4.50万 | 加仓 |
| — | EA SERIES TRUST | $25.52万 | 0.00% | 8,142 | 8,142 | — | $25.52万 | 新建仓 |
| BBH | VANECK ETF TRUST | $25.50万 | 0.00% | 1,356 | 1,356 | — | $25.50万 | 新建仓 |