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 |
|---|---|---|---|---|---|---|---|---|
| CIBR | FIRST TR EXCHANGE-TRADED FD | $847.82万 | 0.09% | 135,261 | 95,513 | 240.3% | $598.68万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $836.94万 | 0.09% | 115,855 | 115,855 | — | $836.94万 | 新建仓 |
| MS | MORGAN STANLEY | $833.09万 | 0.09% | 50,622 | 11,876 | 30.7% | $195.44万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $829.90万 | 0.09% | 204,561 | 204,561 | — | $829.90万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $828.70万 | 0.09% | 102,803 | 102,803 | — | $828.70万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $825.56万 | 0.09% | 88,884 | -5,541 | -5.9% | -$51.46万 | 减仓 |
| PULS | PGIM ETF TR | $825.04万 | 0.09% | 166,673 | 158,736 | 1,999.9% | $785.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $822.70万 | 0.09% | 14,985 | -3,318 | -18.1% | -$182.16万 | 减仓 |
| CSCO | CISCO SYS INC | $817.59万 | 0.09% | 105,373 | 5,776 | 5.8% | $44.82万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $814.40万 | 0.09% | 328,521 | 328,521 | — | $814.40万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $809.37万 | 0.09% | 198,229 | 198,229 | — | $809.37万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $806.41万 | 0.09% | 454,311 | 454,311 | — | $806.41万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $803.34万 | 0.09% | 37,194 | 37,194 | — | $803.34万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $798.00万 | 0.09% | 49,775 | -2,177 | -4.2% | -$34.90万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $795.78万 | 0.09% | 207,127 | 200,442 | 2,998.4% | $770.10万 | 加仓 |
| TMUS | T-MOBILE US INC | $792.20万 | 0.09% | 37,718 | -282 | -0.7% | -$5.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $787.62万 | 0.08% | 59,669 | -16,278 | -21.4% | -$214.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $783.16万 | 0.08% | 118,678 | -5,922 | -4.8% | -$39.08万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $783.09万 | 0.08% | 122,894 | 39,072 | 46.6% | $248.97万 | 加仓 |
| VDE | VANGUARD WORLD FD | $779.72万 | 0.08% | 45,060 | 45,060 | — | $779.72万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $772.49万 | 0.08% | 469,311 | 469,311 | — | $772.49万 | 新建仓 |
| C | CITIGROUP INC | $767.76万 | 0.08% | 67,698 | -6,920 | -9.3% | -$78.48万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $759.61万 | 0.08% | 89,535 | 89,535 | — | $759.61万 | 新建仓 |
| GOVT | ISHARES TR | $748.08万 | 0.08% | 326,528 | 289,850 | 790.3% | $664.05万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $745.13万 | 0.08% | 216,544 | 216,544 | — | $745.13万 | 新建仓 |
| IJS | ISHARES TR | $744.70万 | 0.08% | 62,870 | 62,870 | — | $744.70万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $744.58万 | 0.08% | 265,923 | 265,923 | — | $744.58万 | 新建仓 |
| FEOE | RBB FUND TRUST | $744.05万 | 0.08% | 147,454 | 147,454 | — | $744.05万 | 新建仓 |
| T | AT&T INC | $740.02万 | 0.08% | 255,266 | -29,921 | -10.5% | -$86.74万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $736.90万 | 0.08% | 105,422 | 105,422 | — | $736.90万 | 新建仓 |
| EFV | ISHARES TR | $734.38万 | 0.08% | 98,773 | 93,250 | 1,688.4% | $693.32万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $727.19万 | 0.08% | 353,213 | 353,213 | — | $727.19万 | 新建仓 |
| IDUB | ETF SER SOLUTIONS | $726.50万 | 0.08% | 294,489 | 198,521 | 206.9% | $489.75万 | 加仓 |
| CALF | PACER FDS TR | $722.85万 | 0.08% | 161,098 | 139,363 | 641.2% | $625.32万 | 加仓 |
| TGT | TARGET CORP | $721.64万 | 0.08% | 59,542 | 13,204 | 28.5% | $160.03万 | 加仓 |
| AMLP | ALPS ETF TR | $721.36万 | 0.08% | 137,037 | 125,186 | 1,056.3% | $658.98万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $721.27万 | 0.08% | 227,170 | 227,170 | — | $721.27万 | 新建仓 |
| GLW | CORNING INC | $720.60万 | 0.08% | 52,997 | 2,603 | 5.2% | $35.39万 | 加仓 |
| IUSV | ISHARES TR | $718.02万 | 0.08% | 70,222 | 70,222 | — | $718.02万 | 新建仓 |
| IJK | ISHARES TR | $711.79万 | 0.08% | 70,740 | 70,740 | — | $711.79万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $711.29万 | 0.08% | 96,590 | 93,203 | 2,751.8% | $686.35万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $710.33万 | 0.08% | 175,084 | 175,084 | — | $710.33万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $702.78万 | 0.08% | 8,307 | -1,167 | -12.3% | -$98.73万 | 减仓 |
| IUSG | ISHARES TR | $698.03万 | 0.07% | 45,002 | 45,002 | — | $698.03万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $689.66万 | 0.07% | 42,643 | 37,740 | 769.7% | $610.37万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $688.49万 | 0.07% | 47,476 | 44,414 | 1,450.5% | $644.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $685.08万 | 0.07% | 100,539 | -70,849 | -41.3% | -$482.77万 | 减仓 |
| SHV | ISHARES TR | $682.23万 | 0.07% | 61,802 | 59,753 | 2,916.2% | $659.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $673.75万 | 0.07% | 77,755 | 6,740 | 9.5% | $58.40万 | 加仓 |
| TJX | TJX COS INC NEW | $669.57万 | 0.07% | 41,927 | 4,030 | 10.6% | $64.36万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $665.49万 | 0.07% | 87,541 | 77,670 | 786.9% | $590.45万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $659.43万 | 0.07% | 14,237 | 13,662 | 2,376.0% | $632.80万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $658.08万 | 0.07% | 229,001 | 229,001 | — | $658.08万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $657.45万 | 0.07% | 66,827 | 1,258 | 1.9% | $12.38万 | 加仓 |
| GLDM | WORLD GOLD TR | $657.25万 | 0.07% | 70,908 | 67,850 | 2,218.8% | $628.90万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $654.26万 | 0.07% | 31,442 | 2,390 | 8.2% | $49.73万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $653.03万 | 0.07% | 172,578 | -16,080 | -8.5% | -$60.85万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $646.74万 | 0.07% | 172,510 | 172,510 | — | $646.74万 | 新建仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $640.21万 | 0.07% | 285,046 | 114,455 | 67.1% | $257.07万 | 加仓 |
| PFE | PFIZER INC | $639.57万 | 0.07% | 227,768 | 250 | 0.1% | $7,020 | 加仓 |
| DE | DEERE & CO | $637.61万 | 0.07% | 11,319 | -115 | -1.0% | -$6.48万 | 减仓 |
| DGRO | ISHARES TR | $637.57万 | 0.07% | 90,847 | 90,847 | — | $637.57万 | 新建仓 |
| DRSK | ETF SER SOLUTIONS | $636.62万 | 0.07% | 232,937 | 134,530 | 136.7% | $367.67万 | 加仓 |
| PSX | PHILLIPS 66 | $622.74万 | 0.07% | 34,182 | 1,862 | 5.8% | $33.92万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $622.44万 | 0.07% | 270,862 | 270,862 | — | $622.44万 | 新建仓 |
| KLAC | KLA CORP | $620.62万 | 0.07% | 4,215 | 199 | 5.0% | $29.30万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $614.21万 | 0.07% | 74,225 | 24,757 | 50.0% | $204.86万 | 加仓 |
| MSTR | STRATEGY INC | $613.68万 | 0.07% | 49,174 | 2,381 | 5.1% | $29.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $613.38万 | 0.07% | 77,047 | -9,674 | -11.2% | -$77.02万 | 减仓 |
| ITOT | ISHARES TR | $612.41万 | 0.07% | 42,998 | 37,029 | 620.4% | $527.40万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $609.79万 | 0.07% | 55,006 | 51,186 | 1,339.9% | $567.45万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $604.41万 | 0.06% | 46,110 | 2,034 | 4.6% | $26.66万 | 加仓 |
| IVE | ISHARES TR | $604.09万 | 0.06% | 28,609 | 26,017 | 1,003.7% | $549.36万 | 加仓 |
| ETN | EATON CORP PLC | $603.06万 | 0.06% | 16,861 | -1,727 | -9.3% | -$61.77万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $596.71万 | 0.06% | 29,181 | 1,725 | 6.3% | $35.27万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $592.81万 | 0.06% | 69,816 | 69,816 | — | $592.81万 | 新建仓 |
| QCOM | QUALCOMM INC | $590.66万 | 0.06% | 45,866 | -428 | -0.9% | -$5.51万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $590.49万 | 0.06% | 95,046 | 95,046 | — | $590.49万 | 新建仓 |
| BX | BLACKSTONE INC | $586.99万 | 0.06% | 51,047 | -11,600 | -18.5% | -$133.39万 | 减仓 |
| CLOI | VANECK ETF TRUST | $579.75万 | 0.06% | 110,010 | 110,010 | — | $579.75万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $576.17万 | 0.06% | 61,138 | 48,376 | 379.1% | $455.90万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $575.52万 | 0.06% | 104,772 | 104,772 | — | $575.52万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $575.05万 | 0.06% | 21,252 | -10,997 | -34.1% | -$297.56万 | 减仓 |
| FNV | FRANCO NEV CORP | $566.47万 | 0.06% | 22,930 | 273 | 1.2% | $6.74万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $566.37万 | 0.06% | 188,352 | 188,352 | — | $566.37万 | 新建仓 |
| IWD | ISHARES TR | $562.67万 | 0.06% | 26,333 | 22,952 | 678.9% | $490.42万 | 加仓 |
| IAU | ISHARES GOLD TR | $561.90万 | 0.06% | 63,736 | -38,119 | -37.4% | -$336.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $559.37万 | 0.06% | 8,199 | 629 | 8.3% | $42.91万 | 加仓 |
| PAAA | PGIM ETF TR | $559.34万 | 0.06% | 109,288 | 103,068 | 1,657.0% | $527.50万 | 加仓 |
| FLOT | ISHARES TR | $559.17万 | 0.06% | 109,749 | 72,990 | 198.6% | $371.89万 | 加仓 |
| IYW | ISHARES TR | $558.75万 | 0.06% | 30,798 | 29,020 | 1,632.2% | $526.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $556.45万 | 0.06% | 91,748 | 10,313 | 12.7% | $62.55万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $556.17万 | 0.06% | 109,096 | 109,096 | — | $556.17万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $552.71万 | 0.06% | 123,592 | 123,592 | — | $552.71万 | 新建仓 |
| XYLD | GLOBAL X FDS | $550.14万 | 0.06% | 140,592 | 126,522 | 899.2% | $495.08万 | 加仓 |
| SHM | SPDR SERIES TRUST | $550.01万 | 0.06% | 114,992 | 72,564 | 171.0% | $347.07万 | 加仓 |
| IBTH | ISHARES TR | $543.31万 | 0.06% | 242,226 | 224,027 | 1,231.0% | $502.49万 | 加仓 |
| VHT | VANGUARD WORLD FD | $538.46万 | 0.06% | 19,772 | 19,772 | — | $538.46万 | 新建仓 |
| DIS | DISNEY WALT CO | $538.01万 | 0.06% | 55,822 | -6,394 | -10.3% | -$61.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $531.53万 | 0.06% | 91,360 | 85,283 | 1,403.4% | $496.18万 | 加仓 |