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 |
|---|---|---|---|---|---|---|---|---|
| JMEE | J P MORGAN EXCHANGE TRADED F | $1,890.32万 | 0.20% | 283,108 | 283,108 | — | $1,890.32万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,884.38万 | 0.20% | 315,220 | 315,220 | — | $1,884.38万 | 新建仓 |
| IWR | ISHARES TR | $1,875.08万 | 0.20% | 192,850 | 185,443 | 2,503.6% | $1,803.06万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,866.40万 | 0.20% | 374,703 | 266,550 | 246.5% | $1,327.69万 | 加仓 |
| IWY | ISHARES TR | $1,835.11万 | 0.20% | 73,747 | 64,271 | 678.3% | $1,599.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,832.51万 | 0.20% | 63,810 | 61,500 | 2,662.3% | $1,766.18万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $1,826.12万 | 0.20% | 193,485 | 193,485 | — | $1,826.12万 | 新建仓 |
| KO | COCA COLA CO | $1,816.44万 | 0.19% | 238,848 | -88,361 | -27.0% | -$671.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,779.70万 | 0.19% | 67,948 | 63,630 | 1,473.6% | $1,666.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,728.07万 | 0.19% | 24,767 | 22,646 | 1,067.7% | $1,580.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,725.05万 | 0.19% | 119,430 | -10,364 | -8.0% | -$149.70万 | 减仓 |
| USMV | ISHARES TR | $1,682.34万 | 0.18% | 181,404 | 176,130 | 3,339.6% | $1,633.43万 | 加仓 |
| TLT | ISHARES TR | $1,657.07万 | 0.18% | 191,149 | 121,555 | 174.7% | $1,053.76万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,646.40万 | 0.18% | 838,926 | 838,926 | — | $1,646.40万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $1,609.41万 | 0.17% | 77,787 | -17,730 | -18.6% | -$366.83万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,605.02万 | 0.17% | 349,146 | 22,337 | 6.8% | $102.68万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1,604.44万 | 0.17% | 471,261 | 10,985 | 2.4% | $37.40万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,599.36万 | 0.17% | 416,283 | 416,283 | — | $1,599.36万 | 新建仓 |
| MITK | MITEK SYS INC | $1,559.35万 | 0.17% | 1,155,073 | -70,046 | -5.7% | -$94.56万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,548.72万 | 0.17% | 118,277 | -19,346 | -14.1% | -$253.32万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,518.74万 | 0.16% | 905,626 | 892,982 | 7,062.5% | $1,497.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,516.14万 | 0.16% | 201,882 | 201,882 | — | $1,516.14万 | 新建仓 |
| COWZ | PACER FDS TR | $1,514.80万 | 0.16% | 242,136 | 242,136 | — | $1,514.80万 | 新建仓 |
| IVW | ISHARES TR | $1,470.46万 | 0.16% | 130,003 | 123,409 | 1,871.5% | $1,395.88万 | 加仓 |
| IYZ | ISHARES TR | $1,460.97万 | 0.16% | 371,560 | 371,560 | — | $1,460.97万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $1,456.07万 | 0.16% | 156,114 | 156,114 | — | $1,456.07万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,419.51万 | 0.15% | 635,412 | 635,412 | — | $1,419.51万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,392.49万 | 0.15% | 57,448 | -12,897 | -18.3% | -$312.61万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,390.06万 | 0.15% | 230,000 | 230,000 | — | $1,390.06万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1,356.95万 | 0.15% | 27,157 | -1,105 | -3.9% | -$55.21万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,350.39万 | 0.14% | 145,579 | 145,579 | — | $1,350.39万 | 新建仓 |
| TRFK | PACER FDS TR | $1,313.11万 | 0.14% | 210,975 | 210,975 | — | $1,313.11万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,305.15万 | 0.14% | 391,114 | 391,114 | — | $1,305.15万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,304.01万 | 0.14% | 241,259 | 206,494 | 594.0% | $1,116.10万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,289.92万 | 0.14% | 69,154 | -6,488 | -8.6% | -$121.02万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,282.12万 | 0.14% | 209,292 | 194,471 | 1,312.1% | $1,191.33万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,280.67万 | 0.14% | 66,729 | 44,687 | 202.7% | $857.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,279.04万 | 0.14% | 37,859 | -3,266 | -7.9% | -$110.34万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1,276.42万 | 0.14% | 327,452 | 327,452 | — | $1,276.42万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,254.46万 | 0.13% | 37,119 | 1,967 | 5.6% | $66.48万 | 加仓 |
| SO | SOUTHERN CO | $1,247.64万 | 0.13% | 129,262 | -19,063 | -12.9% | -$184.00万 | 减仓 |
| MCD | MCDONALDS CORP | $1,241.93万 | 0.13% | 39,960 | -19,012 | -32.2% | -$590.88万 | 减仓 |
| LOW | LOWES COS INC | $1,240.85万 | 0.13% | 52,516 | -7,676 | -12.8% | -$181.37万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $1,214.01万 | 0.13% | 520,588 | 520,588 | — | $1,214.01万 | 新建仓 |
| LQD | ISHARES TR | $1,207.04万 | 0.13% | 110,748 | 105,995 | 2,230.1% | $1,155.24万 | 加仓 |
| MRK | MERCK & CO INC | $1,203.33万 | 0.13% | 100,036 | 1,068 | 1.1% | $12.85万 | 加仓 |
| GEV | GE VERNOVA INC | $1,193.96万 | 0.13% | 13,678 | -101 | -0.7% | -$8.82万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,186.80万 | 0.13% | 234,268 | 234,268 | — | $1,186.80万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,184.11万 | 0.13% | 251,777 | 154,819 | 159.7% | $728.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,170.37万 | 0.13% | 70,786 | -685 | -1.0% | -$11.33万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,127.43万 | 0.12% | 154,147 | 151,294 | 5,303.0% | $1,106.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,126.45万 | 0.12% | 224,392 | 2,158 | 1.0% | $10.83万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,124.71万 | 0.12% | 76,715 | 71,059 | 1,256.3% | $1,041.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,107.09万 | 0.12% | 227,095 | -1,538 | -0.7% | -$7.50万 | 减仓 |
| IWB | ISHARES TR | $1,083.13万 | 0.12% | 30,377 | 30,377 | — | $1,083.13万 | 新建仓 |
| PEP | PEPSICO INC | $1,082.07万 | 0.12% | 69,681 | -412 | -0.6% | -$6.40万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,074.55万 | 0.12% | 526,149 | 526,149 | — | $1,074.55万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,062.79万 | 0.11% | 300,904 | 300,904 | — | $1,062.79万 | 新建仓 |
| IGM | ISHARES TR | $1,061.73万 | 0.11% | 89,590 | 89,590 | — | $1,061.73万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $1,057.14万 | 0.11% | 260,765 | 260,765 | — | $1,057.14万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,050.70万 | 0.11% | 563,065 | 563,065 | — | $1,050.70万 | 新建仓 |
| IUSB | ISHARES TR | $1,047.71万 | 0.11% | 226,826 | 226,826 | — | $1,047.71万 | 新建仓 |
| MINT | PIMCO ETF TR | $1,047.43万 | 0.11% | 104,150 | 101,284 | 3,534.0% | $1,018.61万 | 加仓 |
| BOND | PIMCO ETF TR | $1,042.00万 | 0.11% | 112,917 | 112,917 | — | $1,042.00万 | 新建仓 |
| AMGN | AMGEN INC | $1,037.17万 | 0.11% | 29,478 | -5,863 | -16.6% | -$206.29万 | 减仓 |
| ASML | ASML HLDG NV | $1,030.89万 | 0.11% | 7,805 | 41 | 0.5% | $5.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,028.92万 | 0.11% | 26,837 | 21,704 | 422.8% | $832.13万 | 加仓 |
| HEFA | ISHARES TR | $1,010.56万 | 0.11% | 237,809 | 237,809 | — | $1,010.56万 | 新建仓 |
| CTAS | CINTAS CORP | $1,010.45万 | 0.11% | 59,740 | -4,827 | -7.5% | -$81.64万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $991.04万 | 0.11% | 102,570 | 96,316 | 1,540.1% | $930.61万 | 加仓 |
| MUNI | PIMCO ETF TR | $989.15万 | 0.11% | 189,528 | 189,528 | — | $989.15万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $985.41万 | 0.11% | 233,731 | 233,731 | — | $985.41万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $984.34万 | 0.11% | 46,071 | 2,529 | 5.8% | $54.03万 | 加仓 |
| LONZ | PIMCO ETF TR | $975.11万 | 0.10% | 197,473 | 197,473 | — | $975.11万 | 新建仓 |
| ORCL | ORACLE CORP | $968.37万 | 0.10% | 65,827 | -4,262 | -6.1% | -$62.70万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $964.54万 | 0.10% | 493,875 | 493,875 | — | $964.54万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $962.50万 | 0.10% | 96,792 | 96,792 | — | $962.50万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $961.27万 | 0.10% | 197,346 | 161,201 | 446.0% | $785.21万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $949.39万 | 0.10% | 123,122 | 48,540 | 65.1% | $374.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $940.52万 | 0.10% | 190,505 | 171,799 | 918.4% | $848.17万 | 加仓 |
| VDC | VANGUARD WORLD FD | $937.75万 | 0.10% | 41,754 | 41,754 | — | $937.75万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $936.92万 | 0.10% | 165,300 | 141,345 | 590.0% | $801.14万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $927.51万 | 0.10% | 363,585 | 363,585 | — | $927.51万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $925.45万 | 0.10% | 15,312 | -7,905 | -34.0% | -$477.78万 | 减仓 |
| SOXX | ISHARES TR | $924.98万 | 0.10% | 28,144 | 28,144 | — | $924.98万 | 新建仓 |
| MRSK | NORTHERN LIGHTS FD TR | $922.72万 | 0.10% | 261,114 | 261,114 | — | $922.72万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $920.67万 | 0.10% | 97,343 | 92,810 | 2,047.4% | $877.80万 | 加仓 |
| IXUS | ISHARES TR | $920.19万 | 0.10% | 106,208 | 106,208 | — | $920.19万 | 新建仓 |
| IBB | ISHARES TR | $916.58万 | 0.10% | 54,284 | 54,284 | — | $916.58万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $900.68万 | 0.10% | 180,533 | 120,551 | 201.0% | $601.43万 | 加仓 |
| RTX | RTX CORPORATION | $898.71万 | 0.10% | 46,589 | -13,653 | -22.7% | -$263.37万 | 减仓 |
| FIX | COMFORT SYS USA INC | $896.79万 | 0.10% | 6,503 | 439 | 7.2% | $60.54万 | 加仓 |
| MOAT | VANECK ETF TRUST | $887.58万 | 0.10% | 91,787 | 91,787 | — | $887.58万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $886.58万 | 0.10% | 193,197 | 193,197 | — | $886.58万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $877.76万 | 0.09% | 209,190 | 118,423 | 130.5% | $496.90万 | 加仓 |
| ADI | ANALOG DEVICES INC | $873.21万 | 0.09% | 27,448 | -69 | -0.3% | -$2.20万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $864.10万 | 0.09% | 28,567 | -1,213 | -4.1% | -$36.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $864.09万 | 0.09% | 25,281 | -681 | -2.6% | -$23.28万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $851.40万 | 0.09% | 509,239 | 509,239 | — | $851.40万 | 新建仓 |
| GE | GE AEROSPACE | $850.21万 | 0.09% | 29,961 | 4 | 0.0% | $1,135 | 加仓 |