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 |
|---|---|---|---|---|---|---|---|---|
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -48,472 | -100.0% | -$134.40万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -11,522 | -100.0% | -$133.78万 | 清仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -66,445 | -100.0% | -$133.22万 | 清仓 |
| TXUE | THORNBURG ETF TR | $0 | 0.00% | 0 | -40,788 | -100.0% | -$131.30万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -52,960 | -100.0% | -$129.17万 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -32,687 | -100.0% | -$129.05万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -17,018 | -100.0% | -$128.89万 | 清仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,960 | -100.0% | -$127.63万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -28,274 | -100.0% | -$126.41万 | 清仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $0 | 0.00% | 0 | -121,315 | -100.0% | -$124.83万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -47,792 | -100.0% | -$124.31万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -12,889 | -100.0% | -$123.51万 | 清仓 |
| LVHD | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -28,948 | -100.0% | -$123.20万 | 清仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -9,585 | -100.0% | -$122.92万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -8,865 | -100.0% | -$122.62万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,305 | -100.0% | -$121.57万 | 清仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -58,506 | -100.0% | -$121.10万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,235 | -100.0% | -$119.88万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -62,537 | -100.0% | -$118.82万 | 清仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -17,318 | -100.0% | -$118.51万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -6,485 | -100.0% | -$116.77万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -23,491 | -100.0% | -$116.49万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -16,426 | -100.0% | -$116.36万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,652 | -100.0% | -$116.31万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -12,786 | -100.0% | -$115.93万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -25,406 | -100.0% | -$115.90万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -26,413 | -100.0% | -$115.14万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,678 | -100.0% | -$114.83万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -9,172 | -100.0% | -$114.76万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -20,947 | -100.0% | -$114.47万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -9,457 | -100.0% | -$114.40万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -28,613 | -100.0% | -$112.96万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -46,387 | -100.0% | -$112.58万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -10,504 | -100.0% | -$111.87万 | 清仓 |
| ISMD | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -27,900 | -100.0% | -$111.52万 | 清仓 |
| OBIL | RBB FD INC | $0 | 0.00% | 0 | -22,249 | -100.0% | -$111.41万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -39,932 | -100.0% | -$108.74万 | 清仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -49,084 | -100.0% | -$108.29万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -43,273 | -100.0% | -$108.09万 | 清仓 |
| — | FIRST TR SR FLTG RATE INCOME | $0 | 0.00% | 0 | -110,815 | -100.0% | -$106.83万 | 清仓 |
| QUS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,219 | -100.0% | -$106.74万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -8,933 | -100.0% | -$106.63万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -40,874 | -100.0% | -$105.78万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -23,540 | -100.0% | -$105.58万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -10,208 | -100.0% | -$105.58万 | 清仓 |
| BKGI | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -23,556 | -100.0% | -$104.92万 | 清仓 |
| STEW | SRH TOTAL RETURN FUND INC | $0 | 0.00% | 0 | -60,360 | -100.0% | -$103.22万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -26,552 | -100.0% | -$103.18万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -11,914 | -100.0% | -$102.89万 | 清仓 |
| LRGE | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -13,677 | -100.0% | -$102.85万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -21,964 | -100.0% | -$102.57万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -12,709 | -100.0% | -$102.41万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -24,166 | -100.0% | -$102.24万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $0 | 0.00% | 0 | -356,420 | -100.0% | -$101.22万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22,139 | -100.0% | -$100.78万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,323 | -100.0% | -$99.83万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -14,858 | -100.0% | -$99.55万 | 清仓 |
| AVSC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -15,753 | -100.0% | -$98.14万 | 清仓 |
| PALC | PACER FDS TR | $0 | 0.00% | 0 | -18,912 | -100.0% | -$97.98万 | 清仓 |
| NUBD | NUSHARES ETF TR | $0 | 0.00% | 0 | -43,711 | -100.0% | -$97.08万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,654 | -100.0% | -$96.06万 | 清仓 |
| TDI | TOUCHSTONE ETF TRUST | $0 | 0.00% | 0 | -23,168 | -100.0% | -$95.54万 | 清仓 |
| HYFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -25,608 | -100.0% | -$95.24万 | 清仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -45,890 | -100.0% | -$95.23万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,428 | -100.0% | -$94.88万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -9,297 | -100.0% | -$94.63万 | 清仓 |
| QMOM | EA SERIES TRUST | $0 | 0.00% | 0 | -13,833 | -100.0% | -$94.50万 | 清仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -26,553 | -100.0% | -$93.92万 | 清仓 |
| VSGX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -12,930 | -100.0% | -$92.75万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -22,966 | -100.0% | -$91.24万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,833 | -100.0% | -$90.60万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -20,116 | -100.0% | -$89.76万 | 清仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -47,088 | -100.0% | -$89.47万 | 清仓 |
| IBD | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -37,407 | -100.0% | -$89.24万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -4,359 | -100.0% | -$88.82万 | 清仓 |
| ISCV | ISHARES TR | $0 | 0.00% | 0 | -12,695 | -100.0% | -$88.24万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -4,304 | -100.0% | -$88.11万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -20,631 | -100.0% | -$87.80万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -7,345 | -100.0% | -$87.11万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,383 | -100.0% | -$87.05万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -21,501 | -100.0% | -$86.22万 | 清仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $0 | 0.00% | 0 | -13,750 | -100.0% | -$85.48万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -2,299 | -100.0% | -$85.22万 | 清仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -45,043 | -100.0% | -$84.77万 | 清仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -17,014 | -100.0% | -$84.25万 | 清仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,282 | -100.0% | -$83.93万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,223 | -100.0% | -$83.68万 | 清仓 |
| DGS | WISDOMTREE TR | $0 | 0.00% | 0 | -13,902 | -100.0% | -$83.56万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -16,779 | -100.0% | -$83.24万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -12,524 | -100.0% | -$82.62万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -48,151 | -100.0% | -$82.58万 | 清仓 |
| — | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -26,552 | -100.0% | -$82.33万 | 清仓 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | -19,488 | -100.0% | -$81.79万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -11,033 | -100.0% | -$81.58万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -16,492 | -100.0% | -$81.47万 | 清仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -16,891 | -100.0% | -$80.77万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -83,140 | -100.0% | -$80.59万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -17,797 | -100.0% | -$80.19万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,523 | -100.0% | -$80.05万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -7,446 | -100.0% | -$79.90万 | 清仓 |