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
VOE VANGUARD INDEX FDS $00.00%0 -4,326-100.0% -$79.72万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -11,108-100.0% -$79.54万 清仓
VTIP VANGUARD MALVERN FDS $00.00%0 -15,923-100.0% -$79.54万 清仓
AVGE AMERICAN CENTY ETF TR $00.00%0 -8,946-100.0% -$78.74万 清仓
XME SPDR SERIES TRUST $00.00%0 -7,193-100.0% -$77.70万 清仓
FMHI FIRST TR EXCH TRADED FD III $00.00%0 -16,309-100.0% -$77.53万 清仓
ARTY ISHARES TR $00.00%0 -16,555-100.0% -$77.03万 清仓
GPIQ GOLDMAN SACHS ETF TR $00.00%0 -15,500-100.0% -$76.71万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -35,691-100.0% -$76.66万 清仓
FXD FIRST TR EXCHANGE-TRADED FD $00.00%0 -11,789-100.0% -$75.47万 清仓
GRPM INVESCO EXCHANGE TRADED FD T $00.00%0 -6,365-100.0% -$75.26万 清仓
TYG TORTOISE ENERGY INFRSTRCTR C $00.00%0 -15,020-100.0% -$74.87万 清仓
IMCG ISHARES TR $00.00%0 -9,444-100.0% -$74.39万 清仓
TBLL INVESCO EXCH TRADED FD TR II $00.00%0 -7,004-100.0% -$73.93万 清仓
ICOP ISHARES TR $00.00%0 -15,479-100.0% -$73.64万 清仓
TUSI TOUCHSTONE ETF TRUST $00.00%0 -29,012-100.0% -$73.46万 清仓
— FLAHERTY & CRUMRINE TOTAL RE $00.00%0 -44,242-100.0% -$73.44万 清仓
AIQ GLOBAL X FDS $00.00%0 -15,696-100.0% -$73.26万 清仓
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -34,984-100.0% -$73.12万 清仓
SPGP INVESCO EXCHANGE TRADED FD T $00.00%0 -6,754-100.0% -$72.69万 清仓
BTT BLACKROCK MUN TARGET TERM TR $00.00%0 -31,901-100.0% -$72.42万 清仓
FXO FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,771-100.0% -$71.76万 清仓
CALI BLACKROCK ETF TRUST II $00.00%0 -14,200-100.0% -$71.61万 清仓
— FIDELITY MERRIMACK STR TR $00.00%0 -13,882-100.0% -$70.25万 清仓
MDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -43,110-100.0% -$69.71万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -14,249-100.0% -$68.37万 清仓
ARKK ARK ETF TR $00.00%0 -10,013-100.0% -$67.68万 清仓
VLUE ISHARES TR $00.00%0 -4,741-100.0% -$67.41万 清仓
— HARBOR ETF TRUST $00.00%0 -14,910-100.0% -$66.81万 清仓
PTNQ PACER FDS TR $00.00%0 -9,143-100.0% -$66.70万 清仓
INCM FRANKLIN TEMPLETON ETF TR $00.00%0 -23,072-100.0% -$66.33万 清仓
MHD BLACKROCK MUNIHOLDINGS FD IN $00.00%0 -58,420-100.0% -$65.90万 清仓
QDPL PACER FDS TR $00.00%0 -16,004-100.0% -$64.24万 清仓
SYFI AB ACTIVE ETFS INC $00.00%0 -18,002-100.0% -$63.94万 清仓
FPX FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,994-100.0% -$63.43万 清仓
CGCV CAPITAL GROUP CONSERVATIVE E $00.00%0 -21,211-100.0% -$63.23万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -12,690-100.0% -$63.21万 清仓
ISCF ISHARES TR $00.00%0 -14,750-100.0% -$61.64万 清仓
HEDJ WISDOMTREE TR $00.00%0 -11,687-100.0% -$61.12万 清仓
FLJP FRANKLIN TEMPLETON ETF TR $00.00%0 -16,673-100.0% -$60.32万 清仓
YEAR AB ACTIVE ETFS INC $00.00%0 -11,720-100.0% -$59.16万 清仓
FYC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -6,077-100.0% -$58.94万 清仓
VV VANGUARD INDEX FDS $00.00%0 -1,970-100.0% -$58.87万 清仓
CGIC CAPITAL GROUP INTERNATIONAL $00.00%0 -17,687-100.0% -$58.56万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -33,650-100.0% -$58.28万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -12,484-100.0% -$58.18万 清仓
UFOX ETF SER SOLUTIONS $00.00%0 -8,398-100.0% -$57.26万 清仓
— GLOBAL X FDS $00.00%0 -18,530-100.0% -$57.24万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -7,414-100.0% -$57.22万 清仓
OMDA OMADA HEALTH INC $00.00%0 -45,426-100.0% -$57.10万 清仓
LIT GLOBAL X FDS $00.00%0 -7,659-100.0% -$56.94万 清仓
— EATON VANCE RISK-MANAGED DIV $00.00%0 -69,048-100.0% -$56.41万 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -8,500-100.0% -$56.20万 清仓
SCIO FIRST TR EXCHANGE-TRADED FD $00.00%0 -27,208-100.0% -$56.16万 清仓
SOXQ INVESCO EXCH TRADED FD TR II $00.00%0 -9,394-100.0% -$56.08万 清仓
LGOV FIRST TR EXCHANGE-TRADED FD $00.00%0 -25,822-100.0% -$55.70万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -4,569-100.0% -$54.85万 清仓
QFLR INNOVATOR ETFS TRUST $00.00%0 -16,460-100.0% -$54.81万 清仓
DHS WISDOMTREE TR $00.00%0 -4,941-100.0% -$53.96万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -1,602-100.0% -$53.01万 清仓
RSPG INVESCO EXCHANGE TRADED FD T $00.00%0 -4,808-100.0% -$52.64万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -4,774-100.0% -$52.58万 清仓
TRMB TRIMBLE INC $00.00%0 -8,048-100.0% -$52.50万 清仓
— VICTORY PORTFOLIOS II $00.00%0 -9,222-100.0% -$52.17万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -31,338-100.0% -$52.05万 清仓
JETS ETF SER SOLUTIONS $00.00%0 -21,092-100.0% -$51.95万 清仓
ZTS ZOETIS INC $00.00%0 -4,361-100.0% -$51.55万 清仓
NXTG FIRST TR EXCHANGE-TRADED FD $00.00%0 -4,555-100.0% -$50.98万 清仓
— AIM ETF PRODUCTS TRUST $00.00%0 -14,300-100.0% -$50.84万 清仓
FOXA FOX CORP $00.00%0 -8,617-100.0% -$50.32万 清仓
SSO PROSHARES TR $00.00%0 -9,468-100.0% -$49.12万 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -7,332-100.0% -$49.02万 清仓
MDY STATE STR SPDR S&P MIDCAP 40 $00.00%0 -773-100.0% -$47.69万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -8,965-100.0% -$47.38万 清仓
FLSP FRANKLIN TEMPLETON ETF TR $00.00%0 -17,398-100.0% -$47.32万 清仓
AOA ISHARES TR $00.00%0 -5,338-100.0% -$47.24万 清仓
IEV ISHARES TR $00.00%0 -6,931-100.0% -$47.09万 清仓
CFO VICTORY PORTFOLIOS II $00.00%0 -6,343-100.0% -$47.03万 清仓
URTH ISHARES INC $00.00%0 -2,610-100.0% -$46.99万 清仓
IMCB ISHARES TR $00.00%0 -5,628-100.0% -$46.95万 清仓
— ALLSPRING MULTI SECTOR INCOM $00.00%0 -52,100-100.0% -$46.94万 清仓
JHEM JOHN HANCOCK EXCHANGE TRADED $00.00%0 -13,686-100.0% -$46.89万 清仓
BSCX INVESCO EXCH TRD SLF IDX FD $00.00%0 -22,145-100.0% -$46.84万 清仓
NULV NUSHARES ETF TR $00.00%0 -10,284-100.0% -$46.79万 清仓
BBUS J P MORGAN EXCHANGE TRADED F $00.00%0 -3,980-100.0% -$46.64万 清仓
JCPI J P MORGAN EXCHANGE TRADED F $00.00%0 -9,566-100.0% -$46.28万 清仓
— FLEXSHARES TR $00.00%0 -3,020-100.0% -$45.83万 清仓
IGLD FIRST TR EXCHANGE-TRADED FD $00.00%0 -17,900-100.0% -$45.70万 清仓
FCOM FIDELITY COVINGTON TRUST $00.00%0 -6,661-100.0% -$45.38万 清仓
OMFS INVESCO EXCH TRD SLF IDX FD $00.00%0 -10,014-100.0% -$45.33万 清仓
JQUA J P MORGAN EXCHANGE TRADED F $00.00%0 -7,384-100.0% -$45.28万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -10,003-100.0% -$45.19万 清仓
ROUS LATTICE STRATEGIES TR $00.00%0 -7,510-100.0% -$44.34万 清仓
EVSM MORGAN STANLEY ETF TRUST $00.00%0 -8,705-100.0% -$43.69万 清仓
RWK INVESCO EXCH TRADED FD TR II $00.00%0 -3,406-100.0% -$43.69万 清仓
CMDT PIMCO ETF TR $00.00%0 -13,483-100.0% -$43.51万 清仓
URA GLOBAL X FDS $00.00%0 -8,973-100.0% -$43.45万 清仓
YLD PRINCIPAL EXCHANGE TRADED FD $00.00%0 -22,802-100.0% -$43.23万 清仓
HMOP HARTFORD FDS EXCHANGE TRADED $00.00%0 -10,976-100.0% -$42.52万 清仓
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -38,701-100.0% -$42.11万 清仓