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
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 |
|---|---|---|---|---|---|---|---|---|
| XT | ISHARES TR | $0 | 0.00% | 0 | -6,166 | -100.0% | -$42.02万 | 清仓 |
| FTMH | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -36,433 | -100.0% | -$42.01万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -8,569 | -100.0% | -$41.87万 | 清仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -8,110 | -100.0% | -$41.16万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -20,092 | -100.0% | -$41.01万 | 清仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $0 | 0.00% | 0 | -42,550 | -100.0% | -$40.51万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -7,411 | -100.0% | -$40.09万 | 清仓 |
| IDOG | ALPS ETF TR | $0 | 0.00% | 0 | -9,572 | -100.0% | -$39.87万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,982 | -100.0% | -$39.14万 | 清仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -10,004 | -100.0% | -$38.77万 | 清仓 |
| — | WESTERN ASSET INTER MUNI | $0 | 0.00% | 0 | -50,251 | -100.0% | -$38.59万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -8,432 | -100.0% | -$38.34万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -4,003 | -100.0% | -$38.28万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,403 | -100.0% | -$38.09万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,323 | -100.0% | -$37.86万 | 清仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -9,414 | -100.0% | -$37.48万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,989 | -100.0% | -$37.33万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -3,129 | -100.0% | -$36.81万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -4,332 | -100.0% | -$36.58万 | 清仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -4,671 | -100.0% | -$36.56万 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,174 | -100.0% | -$36.28万 | 清仓 |
| GCOW | PACER FDS TR | $0 | 0.00% | 0 | -7,754 | -100.0% | -$35.86万 | 清仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,318 | -100.0% | -$35.81万 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,667 | -100.0% | -$35.36万 | 清仓 |
| SPEU | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,880 | -100.0% | -$35.26万 | 清仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,687 | -100.0% | -$35.11万 | 清仓 |
| JSI | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,791 | -100.0% | -$35.01万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -14,195 | -100.0% | -$34.85万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,019 | -100.0% | -$34.67万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -9,240 | -100.0% | -$33.74万 | 清仓 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,231 | -100.0% | -$33.48万 | 清仓 |
| NZF | NUVEEN MUN CR INCOME FD | $0 | 0.00% | 0 | -27,079 | -100.0% | -$32.98万 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | -26,678 | -100.0% | -$32.89万 | 清仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $0 | 0.00% | 0 | -72,899 | -100.0% | -$32.73万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -9,856 | -100.0% | -$32.63万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -3,433 | -100.0% | -$32.46万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -4,984 | -100.0% | -$32.26万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -12,812 | -100.0% | -$32.07万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,103 | -100.0% | -$31.87万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,246 | -100.0% | -$31.76万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -28,827 | -100.0% | -$31.65万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -12,514 | -100.0% | -$31.61万 | 清仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,380 | -100.0% | -$31.45万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,907 | -100.0% | -$31.31万 | 清仓 |
| SHYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,583 | -100.0% | -$30.78万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -5,025 | -100.0% | -$30.65万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,713 | -100.0% | -$30.46万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,014 | -100.0% | -$30.00万 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -16,743 | -100.0% | -$29.79万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,794 | -100.0% | -$29.76万 | 清仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,040 | -100.0% | -$29.66万 | 清仓 |
| TRFM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -6,308 | -100.0% | -$29.30万 | 清仓 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | -6,225 | -100.0% | -$29.26万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -4,502 | -100.0% | -$29.16万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,710 | -100.0% | -$29.16万 | 清仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $0 | 0.00% | 0 | -21,188 | -100.0% | -$29.15万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,784 | -100.0% | -$29.07万 | 清仓 |
| SUSB | ISHARES TR | $0 | 0.00% | 0 | -11,593 | -100.0% | -$29.06万 | 清仓 |
| ESN | NORTHERN LTS FD TR II | $0 | 0.00% | 0 | -16,453 | -100.0% | -$28.82万 | 清仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -14,081 | -100.0% | -$28.65万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -6,003 | -100.0% | -$28.44万 | 清仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,278 | -100.0% | -$28.34万 | 清仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $0 | 0.00% | 0 | -18,590 | -100.0% | -$28.29万 | 清仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $0 | 0.00% | 0 | -22,000 | -100.0% | -$28.29万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$28.26万 | 清仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -3,116 | -100.0% | -$28.20万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -6,756 | -100.0% | -$28.16万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -12,331 | -100.0% | -$27.98万 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -6,473 | -100.0% | -$27.92万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -8,013 | -100.0% | -$27.70万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,537 | -100.0% | -$27.68万 | 清仓 |
| SYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -3,666 | -100.0% | -$27.65万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -6,885 | -100.0% | -$27.64万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -7,007 | -100.0% | -$27.57万 | 清仓 |
| EPS | WISDOMTREE TR | $0 | 0.00% | 0 | -4,043 | -100.0% | -$27.54万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,444 | -100.0% | -$27.48万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,046 | -100.0% | -$27.40万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,747 | -100.0% | -$27.17万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -9,194 | -100.0% | -$27.12万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $0 | 0.00% | 0 | -30,100 | -100.0% | -$27.06万 | 清仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $0 | 0.00% | 0 | -37,072 | -100.0% | -$26.99万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,621 | -100.0% | -$26.96万 | 清仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,998 | -100.0% | -$26.76万 | 清仓 |
| — | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -6,043 | -100.0% | -$26.63万 | 清仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,252 | -100.0% | -$26.62万 | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,115 | -100.0% | -$26.58万 | 清仓 |
| — | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -4,903 | -100.0% | -$26.47万 | 清仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -5,256 | -100.0% | -$26.42万 | 清仓 |
| EUFN | ISHARES TR | $0 | 0.00% | 0 | -7,575 | -100.0% | -$26.40万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,996 | -100.0% | -$26.36万 | 清仓 |
| AGIX | KRANESHARES TRUST | $0 | 0.00% | 0 | -8,012 | -100.0% | -$26.25万 | 清仓 |
| GTOP | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -7,220 | -100.0% | -$26.14万 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -15,651 | -100.0% | -$25.98万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -716 | -100.0% | -$25.69万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -6,894 | -100.0% | -$25.64万 | 清仓 |
| SCHQ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,126 | -100.0% | -$25.54万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -8,142 | -100.0% | -$25.52万 | 清仓 |
| BBH | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,356 | -100.0% | -$25.50万 | 清仓 |
| EWU | ISHARES TR | $0 | 0.00% | 0 | -5,591 | -100.0% | -$25.47万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,994 | -100.0% | -$25.31万 | 清仓 |