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 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $20.04万 | 0.00% | 1,428 | -204 | -12.5% | -$2.86万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $20.03万 | 0.00% | 2,853 | 2,853 | — | $20.03万 | 新建仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $20.01万 | 0.00% | 22,140 | 22,140 | — | $20.01万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $20.01万 | 0.00% | 3,262 | -421 | -11.4% | -$2.58万 | 减仓 |
| FNB | F N B CORP | $19.74万 | 0.00% | 11,805 | 1,435 | 13.8% | $2.40万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $19.70万 | 0.00% | 11,177 | 11,177 | — | $19.70万 | 新建仓 |
| ICLN | ISHARES TR | $19.59万 | 0.00% | 10,709 | 10,709 | — | $19.59万 | 新建仓 |
| IAG | IAMGOLD CORP | $18.88万 | 0.00% | 10,032 | 10,032 | — | $18.88万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $17.99万 | 0.00% | 22,801 | 22,801 | — | $17.99万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $17.83万 | 0.00% | 25,948 | -4,458 | -14.7% | -$3.06万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.42万 | 0.00% | 10,204 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $17.36万 | 0.00% | 11,750 | 11,750 | — | $17.36万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $16.93万 | 0.00% | 11,274 | 648 | 6.1% | $9,733 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $16.82万 | 0.00% | 24,205 | -891 | -3.6% | -$6,192 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $16.54万 | 0.00% | 10,143 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $16.36万 | 0.00% | 13,074 | 13,074 | — | $16.36万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $16.00万 | 0.00% | 14,968 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC | $15.92万 | 0.00% | 23,305 | 30 | 0.1% | $205 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $15.58万 | 0.00% | 18,725 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $14.81万 | 0.00% | 21,315 | 21,315 | — | $14.81万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $14.61万 | 0.00% | 28,150 | 18,050 | 178.7% | $9.37万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $13.56万 | 0.00% | 13,164 | 13,164 | — | $13.56万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $13.50万 | 0.00% | 32,761 | 2,648 | 8.8% | $1.09万 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $13.38万 | 0.00% | 36,873 | 36,873 | — | $13.38万 | 新建仓 |
| — | EATON VANCE SR INCOME TR | $13.17万 | 0.00% | 26,400 | 26,400 | — | $13.17万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $13.13万 | 0.00% | 28,368 | 28,368 | — | $13.13万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $13.10万 | 0.00% | 13,190 | -1,740 | -11.7% | -$1.73万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $13.06万 | 0.00% | 14,877 | 14,877 | — | $13.06万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $13.00万 | 0.00% | 20,674 | 20,674 | — | $13.00万 | 新建仓 |
| CNH | CNH INDL N V | $12.95万 | 0.00% | 11,777 | -85 | -0.7% | -$935 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $12.27万 | 0.00% | 10,534 | 10,534 | — | $12.27万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $12.09万 | 0.00% | 13,850 | 13,850 | — | $12.09万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $12.04万 | 0.00% | 10,685 | 10,685 | — | $12.04万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $12.03万 | 0.00% | 11,197 | 11,197 | — | $12.03万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $12.02万 | 0.00% | 34,146 | 10,030 | 41.6% | $3.53万 | 加仓 |
| TLS | TELOS CORP MD | $11.87万 | 0.00% | 28,339 | 9,498 | 50.4% | $3.98万 | 加仓 |
| YYY | AMPLIFY ETF TR | $11.83万 | 0.00% | 10,729 | 10,729 | — | $11.83万 | 新建仓 |
| — | IMPERIAL PETE INC | $11.77万 | 0.00% | 27,511 | 1,219 | 4.6% | $5,217 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $11.71万 | 0.00% | 17,712 | 1,614 | 10.0% | $1.07万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $11.63万 | 0.00% | 40,959 | 14,523 | 54.9% | $4.12万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $11.35万 | 0.00% | 13,107 | 13,107 | — | $11.35万 | 新建仓 |
| NOK | NOKIA CORP | $11.23万 | 0.00% | 13,968 | 1,679 | 13.7% | $1.35万 | 重新持有 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $10.67万 | 0.00% | 20,922 | 20,922 | — | $10.67万 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.27万 | 0.00% | 18,019 | 18,019 | — | $10.27万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $10.03万 | 0.00% | 12,146 | 338 | 2.9% | $2,792 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $9.97万 | 0.00% | 33,918 | 2,296 | 7.3% | $6,750 | 加仓 |
| IAUX | I-80 GOLD CORP | $9.82万 | 0.00% | 64,616 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $9.76万 | 0.00% | 11,959 | 832 | 7.5% | $6,789 | 重新持有 |
| CMPX | COMPASS THERAPEUTICS INC | $9.47万 | 0.00% | 17,894 | 0 | 0.0% | — | 不变 |
| — | TURBO ENERGY S A | $9.43万 | 0.00% | 35,333 | 35,333 | — | $9.43万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $9.39万 | 0.00% | 30,576 | -19,500 | -38.9% | -$5.99万 | 减仓 |
| RDW | REDWIRE CORPORATION | $8.54万 | 0.00% | 10,048 | -587 | -5.5% | -$4,990 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $8.21万 | 0.00% | 14,230 | 14,230 | — | $8.21万 | 新建仓 |
| — | NOVONIX LIMITED | $7.65万 | 0.00% | 110,888 | 110,888 | — | $7.65万 | 新建仓 |
| — | AMTD DIGITAL INC | $7.49万 | 0.00% | 48,033 | 48,033 | — | $7.49万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $6.89万 | 0.00% | 15,050 | 15,050 | — | $6.89万 | 新建仓 |
| DNUT | KRISPY KREME INC | $6.79万 | 0.00% | 20,023 | 2,395 | 13.6% | $8,119 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $6.75万 | 0.00% | 13,233 | 13,233 | — | $6.75万 | 新建仓 |
| — | THE9 LTD | $6.42万 | 0.00% | 11,722 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $5.76万 | 0.00% | 12,523 | -2,259 | -15.3% | -$1.04万 | 减仓 |
| — | BRASKEM SA | $5.74万 | 0.00% | 15,676 | 15,676 | — | $5.74万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $5.09万 | 0.00% | 24,370 | 3,650 | 17.6% | $7,629 | 加仓 |
| — | ENDAVA PLC | $4.94万 | 0.00% | 11,166 | 11,166 | — | $4.94万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $4.78万 | 0.00% | 51,700 | 51,700 | — | $4.78万 | 新建仓 |
| DNN | DENISON MINES CORP | $4.72万 | 0.00% | 13,364 | 1,175 | 9.6% | $4,148 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $4.48万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $4.31万 | 0.00% | 12,639 | 1,199 | 10.5% | $4,089 | 加仓 |
| — | KNIGHTSCOPE INC | $4.19万 | 0.00% | 10,059 | 0 | 0.0% | — | 不变 |
| — | NEUROSENSE THERAPEUTICS LTD | $3.77万 | 0.00% | 50,000 | 50,000 | — | $3.77万 | 新建仓 |
| ABEV | AMBEV SA | $3.54万 | 0.00% | 12,123 | 12,123 | — | $3.54万 | 新建仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $3.41万 | 0.00% | 12,347 | 1 | 0.0% | $3 | 加仓 |
| PLUG | PLUG PWR INC | $3.20万 | 0.00% | 14,138 | -991 | -6.6% | -$2,240 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $3.08万 | 0.00% | 22,340 | 8,455 | 60.9% | $1.17万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $2.97万 | 0.00% | 11,362 | -1,188 | -9.5% | -$3,101 | 减仓 |
| — | EVOTEC AG | $2.96万 | 0.00% | 11,828 | 11,828 | — | $2.96万 | 新建仓 |
| — | JAGUAR URANIUM CORP | $2.81万 | 0.00% | 10,200 | 10,200 | — | $2.81万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $2.75万 | 0.00% | 10,053 | 53 | 0.5% | $145 | 加仓 |
| ITRG | INTEGRA RES CORP | $2.73万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STEAKHOLDER FOODS LTD | $2.70万 | 0.00% | 18,640 | 18,640 | — | $2.70万 | 新建仓 |
| — | PLANET IMAGE INTL LTD | $2.65万 | 0.00% | 30,247 | 5,896 | 24.2% | $5,156 | 加仓 |
| — | DIANA SHIPPING INC | $2.55万 | 0.00% | 10,214 | 41 | 0.4% | $102 | 加仓 |
| DDD | 3D SYS CORP DEL | $2.50万 | 0.00% | 13,289 | 13,289 | — | $2.50万 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $2.50万 | 0.00% | 11,050 | -75 | -0.7% | -$170 | 减仓 |
| — | GENENTA SCIENCE S P A | $2.49万 | 0.00% | 37,036 | 37,036 | — | $2.49万 | 新建仓 |
| — | INTCHAINS GROUP LTD | $2.09万 | 0.00% | 16,959 | -3,729 | -18.0% | -$4,587 | 减仓 |
| — | HUMACYTE INC | $1.61万 | 0.00% | 26,500 | 12,000 | 82.8% | $7,281 | 加仓 |
| — | MARCHEX INC | $1.55万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $1.55万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.35万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EASON TECHNOLOGY LIMITED | $1.21万 | 0.00% | 14,787 | 14,787 | — | $1.21万 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $1.16万 | 0.00% | 35,227 | 35,227 | — | $1.16万 | 新建仓 |
| — | LION GROUP HOLDING LTD | $1.16万 | 0.00% | 13,175 | 13,175 | — | $1.16万 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC | $5,976 | 0.00% | 11,571 | 11,571 | — | $5,976 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,902 | 0.00% | 10,569 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $2,817 | 0.00% | 402,231 | 402,231 | — | $2,817 | 新建仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -8,651 | -100.0% | -$727.51万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -10,795 | -100.0% | -$597.34万 | 清仓 |
| HSAI | HESAI GROUP | $0 | 0.00% | 0 | -171,999 | -100.0% | -$385.28万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -55,580 | -100.0% | -$357.77万 | 清仓 |