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 |
|---|---|---|---|---|---|---|---|---|
| DLS | WISDOMTREE TR | $25.49万 | 0.00% | 3,127 | 127 | 4.2% | $1.04万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $25.47万 | 0.00% | 2,012 | -785 | -28.1% | -$9.94万 | 减仓 |
| EWU | ISHARES TR | $25.47万 | 0.00% | 5,591 | 5,591 | — | $25.47万 | 新建仓 |
| MSCI | MSCI INC | $25.35万 | 0.00% | 470 | 67 | 16.6% | $3.61万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $25.31万 | 0.00% | 5,994 | 5,994 | — | $25.31万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $25.26万 | 0.00% | 14,956 | 14,956 | — | $25.26万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.19万 | 0.00% | 3,104 | 3,104 | — | $25.19万 | 新建仓 |
| XTN | SPDR SERIES TRUST | $25.16万 | 0.00% | 2,705 | 2,705 | — | $25.16万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $25.07万 | 0.00% | 10,612 | 10,612 | — | $25.07万 | 新建仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $24.98万 | 0.00% | 6,373 | 6,373 | — | $24.98万 | 新建仓 |
| SUSC | ISHARES TR | $24.79万 | 0.00% | 10,714 | 10,714 | — | $24.79万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $24.73万 | 0.00% | 3,089 | 89 | 3.0% | $7,124 | 加仓 |
| — | ISHARES ETHEREUM TR | $24.71万 | 0.00% | 15,607 | 15,607 | — | $24.71万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $24.59万 | 0.00% | 3,574 | 3,574 | — | $24.59万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $24.46万 | 0.00% | 5,433 | 5,433 | — | $24.46万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $24.44万 | 0.00% | 9,300 | 9,300 | — | $24.44万 | 新建仓 |
| VRSN | VERISIGN INC | $24.41万 | 0.00% | 983 | -64 | -6.1% | -$1.59万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $24.37万 | 0.00% | 2,432 | 2,432 | — | $24.37万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.31万 | 0.00% | 2,182 | -647 | -22.9% | -$7.21万 | 减仓 |
| BUG | GLOBAL X FDS | $24.30万 | 0.00% | 9,678 | 9,678 | — | $24.30万 | 新建仓 |
| UTES | ETFIS SER TR I | $24.30万 | 0.00% | 3,041 | 3,041 | — | $24.30万 | 新建仓 |
| UTWO | RBB FD INC | $24.28万 | 0.00% | 5,028 | 5,028 | — | $24.28万 | 新建仓 |
| UDOW | PROSHARES TR | $24.19万 | 0.00% | 4,820 | 4,820 | — | $24.19万 | 新建仓 |
| HYD | VANECK ETF TRUST | $24.16万 | 0.00% | 4,818 | 4,818 | — | $24.16万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $24.12万 | 0.00% | 6,689 | -145 | -2.1% | -$5,229 | 减仓 |
| XYZ | BLOCK INC | $24.07万 | 0.00% | 4,000 | -4,995 | -55.5% | -$30.06万 | 减仓 |
| MUSA | MURPHY USA INC | $24.06万 | 0.00% | 487 | -33 | -6.3% | -$1.63万 | 重新持有 |
| FLRN | SPDR SERIES TRUST | $23.96万 | 0.00% | 7,786 | 7,786 | — | $23.96万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $23.75万 | 0.00% | 10,848 | 10,848 | — | $23.75万 | 新建仓 |
| FMAT | FIDELITY COVINGTON TRUST | $23.55万 | 0.00% | 4,085 | 4,085 | — | $23.55万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.51万 | 0.00% | 655 | -2 | -0.3% | -$718 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $23.49万 | 0.00% | 3,289 | 3,289 | — | $23.49万 | 新建仓 |
| INSM | INSMED INC | $23.45万 | 0.00% | 1,434 | 35 | 2.5% | $5,723 | 加仓 |
| KEY | KEYCORP | $23.18万 | 0.00% | 11,562 | 1,550 | 15.5% | $3.11万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $23.08万 | 0.00% | 1,808 | -286 | -13.7% | -$3.65万 | 减仓 |
| IYM | ISHARES TR | $23.05万 | 0.00% | 1,310 | 1,310 | — | $23.05万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $23.00万 | 0.00% | 2,411 | -260 | -9.7% | -$2.48万 | 减仓 |
| IYK | ISHARES TR | $22.99万 | 0.00% | 3,282 | 3,282 | — | $22.99万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $22.87万 | 0.00% | 6,498 | 6,498 | — | $22.87万 | 新建仓 |
| BULL | WEBULL CORP | $22.87万 | 0.00% | 47,638 | 12,708 | 36.4% | $6.10万 | 加仓 |
| MKSI | MKS INC. | $22.82万 | 0.00% | 993 | 993 | — | $22.82万 | 新建仓 |
| IYC | ISHARES TR | $22.81万 | 0.00% | 2,353 | 2,353 | — | $22.81万 | 新建仓 |
| IBDU | ISHARES TR | $22.75万 | 0.00% | 9,781 | 9,781 | — | $22.75万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $22.71万 | 0.00% | 1,131 | -28,480 | -96.2% | -$571.93万 | 重新持有 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $22.64万 | 0.00% | 20,159 | 20,159 | — | $22.64万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $22.30万 | 0.00% | 16,020 | 16,020 | — | $22.30万 | 新建仓 |
| IYJ | ISHARES TR | $22.29万 | 0.00% | 1,511 | 1,511 | — | $22.29万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $22.24万 | 0.00% | 9,370 | 155 | 1.7% | $3,680 | 加仓 |
| ISTB | ISHARES TR | $22.22万 | 0.00% | 4,585 | 4,585 | — | $22.22万 | 新建仓 |
| TSN | TYSON FOODS INC | $22.18万 | 0.00% | 3,462 | 5 | 0.1% | $320 | 加仓 |
| NBTB | NBT BANCORP INC | $22.04万 | 0.00% | 5,175 | 36 | 0.7% | $1,533 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $22.02万 | 0.00% | 8,175 | 8,175 | — | $22.02万 | 新建仓 |
| EIM | EATON VANCE MUN BD FD | $21.98万 | 0.00% | 22,500 | 22,500 | — | $21.98万 | 新建仓 |
| HYLB | DBX ETF TR | $21.98万 | 0.00% | 6,078 | 6,078 | — | $21.98万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $21.97万 | 0.00% | 27,668 | 7,528 | 37.4% | $5.98万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $21.96万 | 0.00% | 3,187 | 3,187 | — | $21.96万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $21.85万 | 0.00% | 3,925 | 3,925 | — | $21.85万 | 新建仓 |
| MOS | MOSAIC CO | $21.85万 | 0.00% | 8,567 | 814 | 10.5% | $2.08万 | 重新持有 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $21.83万 | 0.00% | 11,789 | 11,789 | — | $21.83万 | 新建仓 |
| GME | GAMESTOP CORP | $21.81万 | 0.00% | 9,465 | -641 | -6.3% | -$1.48万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $21.78万 | 0.00% | 2,824 | -392 | -12.2% | -$3.02万 | 减仓 |
| BIIB | BIOGEN INC | $21.74万 | 0.00% | 1,186 | -4,801 | -80.2% | -$88.02万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.59万 | 0.00% | 5,002 | 5,002 | — | $21.59万 | 新建仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $21.58万 | 0.00% | 19,800 | 19,800 | — | $21.58万 | 新建仓 |
| TFLO | ISHARES TR | $21.56万 | 0.00% | 4,258 | 4,258 | — | $21.56万 | 新建仓 |
| NVT | NVENT ELEC PLC | $21.54万 | 0.00% | 1,821 | 1,821 | — | $21.54万 | 新建仓 |
| YORW | YORK WTR CO | $21.52万 | 0.00% | 7,068 | 307 | 4.5% | $9,348 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $21.50万 | 0.00% | 3,285 | 3,285 | — | $21.50万 | 新建仓 |
| MDU | MDU RES GROUP INC | $21.47万 | 0.00% | 10,362 | 93 | 0.9% | $1,927 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $21.38万 | 0.00% | 2,003 | 157 | 8.5% | $1.68万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $21.35万 | 0.00% | 3,319 | 3,319 | — | $21.35万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $21.26万 | 0.00% | 1,485 | 1,485 | — | $21.26万 | 新建仓 |
| CMS | CMS ENERGY CORP | $21.21万 | 0.00% | 2,734 | 2,734 | — | $21.21万 | 新建仓 |
| DB | DEUTSCHE BK AG | $21.05万 | 0.00% | 7,067 | 527 | 8.1% | $1.57万 | 加仓 |
| CAVA | CAVA GROUP INC | $21.03万 | 0.00% | 2,600 | -23,043 | -89.9% | -$186.42万 | 重新持有 |
| BLTE | BELITE BIO INC | $21.03万 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $21.00万 | 0.00% | 4,099 | 4,099 | — | $21.00万 | 新建仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $20.97万 | 0.00% | 4,166 | 4,166 | — | $20.97万 | 新建仓 |
| RPM | RPM INTL INC | $20.94万 | 0.00% | 2,107 | 74 | 3.6% | $7,356 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $20.93万 | 0.00% | 14,250 | 0 | 0.0% | — | 不变 |
| UPSD | ETF SER SOLUTIONS | $20.92万 | 0.00% | 8,202 | 8,202 | — | $20.92万 | 新建仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $20.86万 | 0.00% | 1,896 | 1,896 | — | $20.86万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $20.76万 | 0.00% | 8,539 | 8,539 | — | $20.76万 | 新建仓 |
| VAL | VALARIS LTD | $20.75万 | 0.00% | 2,117 | 2,117 | — | $20.75万 | 新建仓 |
| OSK | OSHKOSH CORP | $20.71万 | 0.00% | 1,407 | 1,407 | — | $20.71万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $20.68万 | 0.00% | 1,043 | -5 | -0.5% | -$991 | 减仓 |
| SNA | SNAP ON INC | $20.63万 | 0.00% | 568 | -41 | -6.7% | -$1.49万 | 减仓 |
| RDDT | REDDIT INC | $20.62万 | 0.00% | 1,531 | -853 | -35.8% | -$11.49万 | 减仓 |
| CXT | CRANE NXT CO | $20.60万 | 0.00% | 5,076 | -3 | -0.1% | -$122 | 减仓 |
| SNPE | DBX ETF TR | $20.60万 | 0.00% | 3,459 | 3,459 | — | $20.60万 | 新建仓 |
| ROKU | ROKU INC | $20.51万 | 0.00% | 2,168 | -100 | -4.4% | -$9,462 | 减仓 |
| PSK | SPDR SERIES TRUST | $20.50万 | 0.00% | 6,646 | 6,646 | — | $20.50万 | 新建仓 |
| UNM | UNUM GROUP | $20.48万 | 0.00% | 2,805 | 2,805 | — | $20.48万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $20.45万 | 0.00% | 2,276 | -103 | -4.3% | -$9,252 | 减仓 |
| IMCV | ISHARES TR | $20.44万 | 0.00% | 2,411 | 2,411 | — | $20.44万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $20.38万 | 0.00% | 4,172 | 4,172 | — | $20.38万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.28万 | 0.00% | 1,779 | -6,175 | -77.6% | -$70.38万 | 减仓 |
| DXCM | DEXCOM INC | $20.21万 | 0.00% | 3,218 | -402 | -11.1% | -$2.52万 | 重新持有 |
| VKTX | VIKING THERAPEUTICS INC | $20.13万 | 0.00% | 6,185 | -3,997 | -39.3% | -$13.01万 | 减仓 |
| AVY | AVERY DENNISON CORP | $20.10万 | 0.00% | 1,164 | 35 | 3.1% | $6,045 | 加仓 |