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
XOVR ENTREPRENEURSHARES SERIES TR $00.00%0 -14,956-100.0% -$25.26万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,104-100.0% -$25.19万 清仓
XTN SPDR SERIES TRUST $00.00%0 -2,705-100.0% -$25.16万 清仓
BSMQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -10,612-100.0% -$25.07万 清仓
— FRANKLIN TEMPLETON DIGITAL H $00.00%0 -6,373-100.0% -$24.98万 清仓
SUSC ISHARES TR $00.00%0 -10,714-100.0% -$24.79万 清仓
— ISHARES ETHEREUM TR $00.00%0 -15,607-100.0% -$24.71万 清仓
BLV VANGUARD BD INDEX FDS $00.00%0 -3,574-100.0% -$24.59万 清仓
CGSM CAPITAL GRP FIXED INCM ETF T $00.00%0 -9,300-100.0% -$24.44万 清仓
GBIL GOLDMAN SACHS ETF TR $00.00%0 -2,432-100.0% -$24.37万 清仓
BUG GLOBAL X FDS $00.00%0 -9,678-100.0% -$24.30万 清仓
UTES ETFIS SER TR I $00.00%0 -3,041-100.0% -$24.30万 清仓
UTWO RBB FD INC $00.00%0 -5,028-100.0% -$24.28万 清仓
UDOW PROSHARES TR $00.00%0 -4,820-100.0% -$24.19万 清仓
HYD VANECK ETF TRUST $00.00%0 -4,818-100.0% -$24.16万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -7,786-100.0% -$23.96万 清仓
ADX ADAMS DIVERSIFIED EQUITY FD $00.00%0 -10,848-100.0% -$23.75万 清仓
FMAT FIDELITY COVINGTON TRUST $00.00%0 -4,085-100.0% -$23.55万 清仓
CDC VICTORY PORTFOLIOS II $00.00%0 -3,289-100.0% -$23.49万 清仓
INSM INSMED INC $00.00%0 -1,434-100.0% -$23.45万 清仓
IYM ISHARES TR $00.00%0 -1,310-100.0% -$23.05万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -2,411-100.0% -$23.00万 清仓
IYK ISHARES TR $00.00%0 -3,282-100.0% -$22.99万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -6,498-100.0% -$22.87万 清仓
IYC ISHARES TR $00.00%0 -2,353-100.0% -$22.81万 清仓
IBDU ISHARES TR $00.00%0 -9,781-100.0% -$22.75万 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,131-100.0% -$22.71万 清仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $00.00%0 -20,159-100.0% -$22.64万 清仓
DLY DOUBLELINE YIELD OPPORTUNITI $00.00%0 -16,020-100.0% -$22.30万 清仓
IYJ ISHARES TR $00.00%0 -1,511-100.0% -$22.29万 清仓
ISTB ISHARES TR $00.00%0 -4,585-100.0% -$22.22万 清仓
TSN TYSON FOODS INC $00.00%0 -3,462-100.0% -$22.18万 清仓
XGDVX GABELLI DIVID & INCOME TR $00.00%0 -8,175-100.0% -$22.02万 清仓
EIM EATON VANCE MUN BD FD $00.00%0 -22,500-100.0% -$21.98万 清仓
HYLB DBX ETF TR $00.00%0 -6,078-100.0% -$21.98万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -3,187-100.0% -$21.96万 清仓
RDIV INVESCO EXCH TRADED FD TR II $00.00%0 -3,925-100.0% -$21.85万 清仓
MOS MOSAIC CO $00.00%0 -8,567-100.0% -$21.85万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -2,824-100.0% -$21.78万 清仓
JOF JAPAN SMALLER CAPITALIZATION $00.00%0 -19,800-100.0% -$21.58万 清仓
TFLO ISHARES TR $00.00%0 -4,258-100.0% -$21.56万 清仓
USMC PRINCIPAL EXCHANGE TRADED FD $00.00%0 -3,319-100.0% -$21.35万 清仓
— SPDR INDEX SHS FDS $00.00%0 -1,485-100.0% -$21.26万 清仓
CMS CMS ENERGY CORP $00.00%0 -2,734-100.0% -$21.21万 清仓
CAVA CAVA GROUP INC $00.00%0 -2,600-100.0% -$21.03万 清仓
USIG ISHARES TR $00.00%0 -4,099-100.0% -$21.00万 清仓
EVMO MORGAN STANLEY ETF TRUST $00.00%0 -4,166-100.0% -$20.97万 清仓
DBP INVESCO DB MULTI-SECTOR COMM $00.00%0 -1,896-100.0% -$20.86万 清仓
VAL VALARIS LTD $00.00%0 -2,117-100.0% -$20.75万 清仓
SNPE DBX ETF TR $00.00%0 -3,459-100.0% -$20.60万 清仓
PSK SPDR SERIES TRUST $00.00%0 -6,646-100.0% -$20.50万 清仓
IMCV ISHARES TR $00.00%0 -2,411-100.0% -$20.44万 清仓
JVAL J P MORGAN EXCHANGE TRADED F $00.00%0 -4,172-100.0% -$20.38万 清仓
ZS ZSCALER INC $00.00%0 -1,428-100.0% -$20.04万 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 -2,853-100.0% -$20.03万 清仓
— FLAHERTY & CRUMRINE PFD INCO $00.00%0 -22,140-100.0% -$20.01万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,262-100.0% -$20.01万 清仓
FPF FIRST TR INTER DURATN PFD & $00.00%0 -11,177-100.0% -$19.70万 清仓
ICLN ISHARES TR $00.00%0 -10,709-100.0% -$19.59万 清仓
IAG IAMGOLD CORP $00.00%0 -10,032-100.0% -$18.88万 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -13,074-100.0% -$16.36万 清仓
CRF CORNERSTONE TOTAL RETURN FD $00.00%0 -21,315-100.0% -$14.81万 清仓
DNP DNP SELECT INCOME FD INC $00.00%0 -13,164-100.0% -$13.56万 清仓
— WESTERN ASSET HIGH INCOME OP $00.00%0 -36,873-100.0% -$13.38万 清仓
— EATON VANCE SR INCOME TR $00.00%0 -26,400-100.0% -$13.17万 清仓
— PIMCO HIGH INCOME FD $00.00%0 -28,368-100.0% -$13.13万 清仓
FSM FORTUNA MNG CORP $00.00%0 -13,190-100.0% -$13.10万 清仓
ETW EATON VANCE TAX-MANAGED GLOB $00.00%0 -14,877-100.0% -$13.06万 清仓
LEO BNY MELLON STRATEGIC MUNS IN $00.00%0 -20,674-100.0% -$13.00万 清仓
PGY PAGAYA TECHNOLOGIES LTD $00.00%0 -10,534-100.0% -$12.27万 清仓
UAMY UNITED STATES ANTIMONY CORP $00.00%0 -13,850-100.0% -$12.09万 清仓
YYY AMPLIFY ETF TR $00.00%0 -10,729-100.0% -$11.83万 清仓
XEXGX EATON VANCE TAX-MANAGED GLOB $00.00%0 -13,107-100.0% -$11.35万 清仓
ACP ABRDN INCOME CREDIT STRATEGI $00.00%0 -20,922-100.0% -$10.67万 清仓
— VOYA GLBL EQTY DIV & PREM OP $00.00%0 -18,019-100.0% -$10.27万 清仓
— NOVONIX LIMITED $00.00%0 -110,888-100.0% -$7.65万 清仓
DNUT KRISPY KREME INC $00.00%0 -20,023-100.0% -$6.79万 清仓
FSCO FS CREDIT OPPORTUNITIES CORP $00.00%0 -13,233-100.0% -$6.75万 清仓
— BRASKEM SA $00.00%0 -15,676-100.0% -$5.74万 清仓
— ENDAVA PLC $00.00%0 -11,166-100.0% -$4.94万 清仓
— MARTIN MIDSTREAM PRTNRS L P $00.00%0 -12,347-100.0% -$3.41万 清仓
— EVOTEC AG $00.00%0 -11,828-100.0% -$2.96万 清仓
— JAGUAR URANIUM CORP $00.00%0 -10,200-100.0% -$2.81万 清仓
— ESPERION THERAPEUTICS INC NE $00.00%0 -10,053-100.0% -$2.75万 清仓
— STEAKHOLDER FOODS LTD $00.00%0 -18,640-100.0% -$2.70万 清仓
— AIRSHIP AI HLDGS INC $00.00%0 -11,050-100.0% -$2.50万 清仓
— GENENTA SCIENCE S P A $00.00%0 -37,036-100.0% -$2.49万 清仓
— INTCHAINS GROUP LTD $00.00%0 -16,959-100.0% -$2.09万 清仓
— EASON TECHNOLOGY LIMITED $00.00%0 -14,787-100.0% -$1.21万 清仓
— MEREO BIOPHARMA GROUP PLC $00.00%0 -35,227-100.0% -$1.16万 清仓
— LION GROUP HOLDING LTD $00.00%0 -13,175-100.0% -$1.16万 清仓
— WHEELS UP EXPERIENCE INC $00.00%0 -11,571-100.0% -$5,976 清仓
— GABELLI EQUITY TR INC $00.00%0 -402,231-100.0% -$2,817 清仓