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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHANGE-TRADED FD | $634.14万 | 0.15% | 101,267 | -21,627 | -17.6% | -$135.43万 | 减仓 |
| COP | CONOCOPHILLIPS | $625.17万 | 0.15% | 60,136 | 467 | 0.8% | $4.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $624.73万 | 0.15% | 37,246 | -472 | -1.3% | -$7.92万 | 减仓 |
| SNDK | SANDISK CORP | $614.21万 | 0.14% | 2,701 | 975 | 56.5% | $221.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $605.92万 | 0.14% | 27,803 | -85,834 | -75.5% | -$1,870.61万 | 减仓 |
| TGT | TARGET CORP | $604.84万 | 0.14% | 46,308 | -13,234 | -22.2% | -$172.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $601.64万 | 0.14% | 8,170 | -141,000 | -94.5% | -$1.04亿 | 减仓 |
| PSX | PHILLIPS 66 | $586.67万 | 0.14% | 34,704 | 522 | 1.5% | $8.82万 | 加仓 |
| BX | BLACKSTONE INC | $582.34万 | 0.14% | 49,489 | -1,558 | -3.1% | -$18.33万 | 减仓 |
| TXN | TEXAS INSTRS INC | $573.68万 | 0.13% | 19,246 | 36 | 0.2% | $1.07万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $561.65万 | 0.13% | 97,475 | 5,727 | 6.2% | $33.00万 | 加仓 |
| SLV | ISHARES SILVER TR | $555.74万 | 0.13% | 103,935 | 3,396 | 3.4% | $18.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $548.58万 | 0.13% | 34,714 | -99,043 | -74.0% | -$1,565.16万 | 减仓 |
| MDT | MEDTRONIC PLC | $548.17万 | 0.13% | 70,072 | -7,683 | -9.9% | -$60.10万 | 减仓 |
| AGG | ISHARES TR | $542.33万 | 0.13% | 54,792 | -190,368 | -77.7% | -$1,884.26万 | 减仓 |
| URI | UNITED RENTALS INC | $539.83万 | 0.13% | 4,765 | -42 | -0.9% | -$4.76万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $537.18万 | 0.13% | 27,597 | -1,584 | -5.4% | -$30.83万 | 减仓 |
| PFE | PFIZER INC | $537.09万 | 0.13% | 223,046 | -4,722 | -2.1% | -$11.37万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $529.75万 | 0.12% | 109,952 | -141,825 | -56.3% | -$683.31万 | 减仓 |
| T | AT&T INC | $526.03万 | 0.12% | 254,123 | -1,143 | -0.4% | -$2.37万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $521.97万 | 0.12% | 10,411 | 224 | 2.2% | $11.23万 | 加仓 |
| USB | US BANCORP | $520.10万 | 0.12% | 86,109 | 3,913 | 4.8% | $23.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $519.88万 | 0.12% | 100,402 | -486,977 | -82.9% | -$2,521.56万 | 减仓 |
| CMI | CUMMINS INC | $516.70万 | 0.12% | 7,245 | -1,512 | -17.3% | -$107.83万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $511.42万 | 0.12% | 84,129 | -2,696,058 | -97.0% | -$1.64亿 | 减仓 |
| IAU | ISHARES GOLD TR | $506.18万 | 0.12% | 67,033 | 3,297 | 5.2% | $24.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $495.34万 | 0.12% | 54,589 | 4,457 | 8.9% | $40.44万 | 加仓 |
| DIS | DISNEY WALT CO | $493.14万 | 0.12% | 51,235 | -4,587 | -8.2% | -$44.15万 | 减仓 |
| FNV | FRANCO NEV CORP | $486.99万 | 0.11% | 23,364 | 434 | 1.9% | $9.05万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $485.43万 | 0.11% | 58,734 | -15,491 | -20.9% | -$128.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $483.99万 | 0.11% | 11,059 | -138 | -1.2% | -$6.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $483.75万 | 0.11% | 38,289 | 4,803 | 14.3% | $60.68万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $480.28万 | 0.11% | 52,052 | 1,923 | 3.8% | $17.74万 | 加仓 |
| BA | BOEING CO | $476.38万 | 0.11% | 22,007 | -555 | -2.5% | -$12.01万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $473.09万 | 0.11% | 19,048 | 385 | 2.1% | $9.56万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $459.42万 | 0.11% | 9,021 | 822 | 10.0% | $41.86万 | 加仓 |
| LIN | LINDE PLC | $458.02万 | 0.11% | 8,826 | 6 | 0.1% | $3,114 | 加仓 |
| UNP | UNION PAC CORP | $455.36万 | 0.11% | 16,742 | 808 | 5.1% | $21.98万 | 加仓 |
| BLK | BLACKROCK INC | $452.50万 | 0.11% | 4,706 | 416 | 9.7% | $40.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.11% | 6 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $446.22万 | 0.10% | 61,837 | -4,180 | -6.3% | -$30.16万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $444.11万 | 0.10% | 24,916 | 741 | 3.1% | $13.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $441.70万 | 0.10% | 10,237 | 5,109 | 99.6% | $220.44万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $439.09万 | 0.10% | 95,165 | -114,025 | -54.5% | -$526.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $438.26万 | 0.10% | 20,598 | -46,131 | -69.1% | -$981.52万 | 减仓 |
| MET | METLIFE INC | $437.29万 | 0.10% | 51,684 | 28,861 | 126.5% | $244.19万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $434.91万 | 0.10% | 18,307 | -80 | -0.4% | -$1.90万 | 减仓 |
| ENB | ENBRIDGE INC | $433.61万 | 0.10% | 79,988 | 2,875 | 3.7% | $15.59万 | 加仓 |
| D | DOMINION ENERGY INC | $425.23万 | 0.10% | 62,268 | -6,002 | -8.8% | -$40.99万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $424.20万 | 0.10% | 71,922 | 3,483 | 5.1% | $20.54万 | 加仓 |
| DY | DYCOM INDS INC | $418.33万 | 0.10% | 8,274 | -46 | -0.6% | -$2.33万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $416.87万 | 0.10% | 169,805 | 12,783 | 8.1% | $31.38万 | 加仓 |
| AFL | AFLAC INC | $415.29万 | 0.10% | 35,419 | -1,315 | -3.6% | -$15.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $413.94万 | 0.10% | 18,572 | -241 | -1.3% | -$5.37万 | 减仓 |
| MBB | ISHARES TR | $410.78万 | 0.10% | 43,460 | -245,671 | -85.0% | -$2,322.08万 | 减仓 |
| ET | ENERGY TRANSFER L P | $406.95万 | 0.10% | 212,838 | -661 | -0.3% | -$1.26万 | 减仓 |
| HSY | HERSHEY CO | $406.04万 | 0.10% | 23,143 | 1,224 | 5.6% | $21.48万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $405.79万 | 0.10% | 86,448 | 6,054 | 7.5% | $28.42万 | 加仓 |
| ETR | ENTERGY CORP NEW | $402.81万 | 0.09% | 35,069 | 1,669 | 5.0% | $19.17万 | 加仓 |
| SPGI | S&P GLOBAL INC | $402.80万 | 0.09% | 9,890 | -215 | -2.1% | -$8.76万 | 减仓 |
| CSX | CSX CORP | $398.60万 | 0.09% | 83,862 | -344 | -0.4% | -$1.64万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $397.61万 | 0.09% | 37,008 | 2,026 | 5.8% | $21.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $390.81万 | 0.09% | 7,957 | 491 | 6.6% | $24.12万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $390.02万 | 0.09% | 86,459 | 2,632 | 3.1% | $11.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $386.42万 | 0.09% | 20,283 | -340,330 | -94.4% | -$6,483.84万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $382.69万 | 0.09% | 92,416 | 4,675 | 5.3% | $19.36万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $381.34万 | 0.09% | 188,500 | -96,546 | -33.9% | -$195.31万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $377.87万 | 0.09% | 34,156 | 1,769 | 5.5% | $19.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $377.38万 | 0.09% | 111,519 | -635,738 | -85.1% | -$2,151.33万 | 减仓 |
| FAST | FASTENAL CO | $374.14万 | 0.09% | 77,897 | 349 | 0.5% | $1.68万 | 加仓 |
| MSTR | STRATEGY INC | $372.56万 | 0.09% | 42,857 | -6,317 | -12.8% | -$54.91万 | 减仓 |
| UBS | UBS GROUP AG | $372.22万 | 0.09% | 75,104 | -9,572 | -11.3% | -$47.44万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $367.01万 | 0.09% | 32,281 | 689 | 2.2% | $7.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $366.79万 | 0.09% | 114,729 | 1,369 | 1.2% | $4.38万 | 加仓 |
| SMH | VANECK ETF TRUST | $363.07万 | 0.09% | 5,535 | -21,302 | -79.4% | -$1,397.30万 | 减仓 |
| VLO | VALERO ENERGY CORP | $362.31万 | 0.08% | 13,911 | 743 | 5.6% | $19.35万 | 加仓 |
| FTI | TECHNIPFMC PLC | $353.26万 | 0.08% | 53,282 | -7,556 | -12.4% | -$50.10万 | 减仓 |
| FCCO | FIRST CMNTY CORP S C | $349.48万 | 0.08% | 106,941 | 5,825 | 5.8% | $19.04万 | 加仓 |
| SYK | STRYKER CORPORATION | $344.74万 | 0.08% | 10,950 | 918 | 9.2% | $28.90万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $344.06万 | 0.08% | 19,159 | 6,954 | 57.0% | $124.88万 | 加仓 |
| CRM | SALESFORCE INC | $342.87万 | 0.08% | 21,886 | -971 | -4.2% | -$15.21万 | 减仓 |
| IEFA | ISHARES TR | $339.66万 | 0.08% | 35,169 | -724,652 | -95.4% | -$6,998.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $335.73万 | 0.08% | 32,453 | 3,244 | 11.1% | $33.56万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $333.55万 | 0.08% | 116,018 | -116,919 | -50.2% | -$336.14万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $333.11万 | 0.08% | 27,995 | -1,813,701 | -98.5% | -$2.16亿 | 减仓 |
| EMR | EMERSON ELEC CO | $332.92万 | 0.08% | 23,256 | 761 | 3.4% | $10.89万 | 加仓 |
| MMM | 3M CO | $331.87万 | 0.08% | 20,497 | 577 | 2.9% | $9.34万 | 加仓 |
| TBIL | RBB FD INC | $331.33万 | 0.08% | 66,452 | -1,143,554 | -94.5% | -$5,701.76万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $330.88万 | 0.08% | 48,275 | -845,342 | -94.6% | -$5,794.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $330.27万 | 0.08% | 9,324 | -25 | -0.3% | -$8,855 | 减仓 |
| LH | LABCORP HOLDINGS INC | $329.97万 | 0.08% | 11,785 | 86 | 0.7% | $2.41万 | 加仓 |
| XPO | XPO INC | $329.14万 | 0.08% | 16,033 | 360 | 2.3% | $7.39万 | 加仓 |
| IRM | IRON MTN INC DEL | $325.18万 | 0.08% | 25,745 | -42 | -0.2% | -$5,305 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $323.53万 | 0.08% | 9,663 | 444 | 4.8% | $14.87万 | 加仓 |
| ALL | ALLSTATE CORP | $321.19万 | 0.08% | 13,499 | 1,839 | 15.8% | $43.76万 | 加仓 |
| STT | STATE STR CORP | $321.09万 | 0.08% | 18,932 | 16,484 | 673.4% | $279.57万 | 加仓 |
| VST | VISTRA CORP | $320.20万 | 0.07% | 20,185 | 220 | 1.1% | $3.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $306.70万 | 0.07% | 63,328 | -29,270 | -31.6% | -$141.75万 | 减仓 |
| SKOR | FLEXSHARES TR | $304.99万 | 0.07% | 62,833 | 24,128 | 62.3% | $117.12万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $304.74万 | 0.07% | 164,459 | -1,007 | -0.6% | -$1.87万 | 减仓 |