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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $304.50万 | 0.07% | 26,077 | 797 | 3.2% | $9.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $303.31万 | 0.07% | 95,650 | -919,955 | -90.6% | -$2,917.19万 | 减仓 |
| ALB | ALBEMARLE CORP | $301.33万 | 0.07% | 22,316 | -1,031 | -4.4% | -$13.92万 | 减仓 |
| FRO | FRONTLINE PLC | $301.25万 | 0.07% | 86,593 | 1,902 | 2.2% | $6.62万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $300.20万 | 0.07% | 10,870 | -8,535 | -44.0% | -$235.71万 | 减仓 |
| EOG | EOG RES INC | $297.77万 | 0.07% | 22,953 | -354 | -1.5% | -$4.59万 | 减仓 |
| IWF | ISHARES TR | $293.81万 | 0.07% | 23,662 | -167,570 | -87.6% | -$2,080.72万 | 减仓 |
| PLD | PROLOGIS INC. | $291.67万 | 0.07% | 21,530 | 717 | 3.4% | $9.71万 | 加仓 |
| DGRS | WISDOMTREE TR | $287.14万 | 0.07% | 48,378 | -5,978 | -11.0% | -$35.48万 | 减仓 |
| DAL | DELTA AIR LINES INC | $285.25万 | 0.07% | 30,457 | 983 | 3.3% | $9.21万 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $283.35万 | 0.07% | 336,118 | -40,716 | -10.8% | -$34.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $282.17万 | 0.07% | 7,614 | 36 | 0.5% | $1.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $281.02万 | 0.07% | 30,516 | -11,363 | -27.1% | -$104.64万 | 减仓 |
| FTNT | FORTINET INC | $280.51万 | 0.07% | 18,260 | 13,431 | 278.1% | $206.33万 | 加仓 |
| NUE | NUCOR CORP | $278.87万 | 0.07% | 12,519 | -634 | -4.8% | -$14.12万 | 减仓 |
| IWY | ISHARES TR | $274.20万 | 0.06% | 9,435 | -64,312 | -87.2% | -$1,869.04万 | 减仓 |
| MUB | ISHARES TR | $272.94万 | 0.06% | 25,361 | -191,448 | -88.3% | -$2,060.38万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $271.81万 | 0.06% | 27,208 | -112 | -0.4% | -$1.12万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $271.04万 | 0.06% | 98,614 | -195,875 | -66.5% | -$538.37万 | 减仓 |
| MCK | MCKESSON CORP | $266.80万 | 0.06% | 3,531 | 296 | 9.1% | $22.37万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $266.68万 | 0.06% | 38,515 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $266.49万 | 0.06% | 13,284 | -1,421 | -9.7% | -$28.51万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $266.26万 | 0.06% | 21,397 | 6,649 | 45.1% | $82.74万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $265.76万 | 0.06% | 18,378 | 282 | 1.6% | $4.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $260.49万 | 0.06% | 8,280 | 415 | 5.3% | $13.06万 | 加仓 |
| NEM | NEWMONT CORP | $258.48万 | 0.06% | 27,675 | 1,636 | 6.3% | $15.28万 | 加仓 |
| SNA | SNAP ON INC | $257.78万 | 0.06% | 6,406 | 5,838 | 1,027.8% | $234.92万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $256.76万 | 0.06% | 17,573 | -6,668 | -27.5% | -$97.43万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $256.62万 | 0.06% | 50,735 | -129,798 | -71.9% | -$656.52万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $256.55万 | 0.06% | 32,462 | -34,178 | -51.3% | -$270.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $255.77万 | 0.06% | 10,809 | -377,911 | -97.2% | -$8,942.35万 | 减仓 |
| OKE | ONEOK INC NEW | $252.51万 | 0.06% | 29,044 | 451 | 1.6% | $3.92万 | 加仓 |
| SHEL | SHELL PLC | $252.29万 | 0.06% | 32,536 | 316 | 1.0% | $2.45万 | 加仓 |
| CCBG | CAPITAL CITY BANK | $251.71万 | 0.06% | 50,933 | 44,100 | 645.4% | $217.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $249.79万 | 0.06% | 28,998 | -921,606 | -96.9% | -$7,938.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $249.14万 | 0.06% | 22,697 | 339 | 1.5% | $3.72万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $245.90万 | 0.06% | 44,307 | 11,176 | 33.7% | $62.03万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $243.01万 | 0.06% | 98,746 | 350 | 0.4% | $8,613 | 加仓 |
| GIS | GENERAL MILLS INC | $239.01万 | 0.06% | 68,682 | 6,255 | 10.0% | $21.77万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $238.19万 | 0.06% | 14,562 | 929 | 6.8% | $15.20万 | 加仓 |
| ADBE | ADOBE INC | $238.19万 | 0.06% | 11,618 | -1,907 | -14.1% | -$39.10万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $236.59万 | 0.06% | 1,137 | 6 | 0.5% | $1.25万 | 加仓 |
| JBL | JABIL INC | $236.11万 | 0.06% | 6,125 | -526 | -7.9% | -$20.28万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $234.92万 | 0.06% | 7,398 | -26 | -0.4% | -$8,256 | 减仓 |
| HUT | HUT 8 CORP | $234.80万 | 0.05% | 20,339 | -1,126 | -5.2% | -$13.00万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $231.63万 | 0.05% | 30,318 | -1,184 | -3.8% | -$9.05万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $231.03万 | 0.05% | 2,362 | 28 | 1.2% | $2.74万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $231.00万 | 0.05% | 5,035 | -414 | -7.6% | -$18.99万 | 减仓 |
| IJH | ISHARES TR | $230.94万 | 0.05% | 29,950 | -566,065 | -95.0% | -$4,364.90万 | 减仓 |
| MPC | MARATHON PETE CORP | $229.72万 | 0.05% | 8,985 | 3,711 | 70.4% | $94.88万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $228.93万 | 0.05% | 8,146 | 191 | 2.4% | $5.37万 | 加仓 |
| RY | ROYAL BK CDA | $226.65万 | 0.05% | 10,951 | -218 | -2.0% | -$4.51万 | 减仓 |
| MFA | MFA FINL INC | $225.88万 | 0.05% | 233,109 | -3,301 | -1.4% | -$3.20万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $224.92万 | 0.05% | 54,434 | 37,804 | 227.3% | $156.21万 | 加仓 |
| FDX | FEDEX CORP | $224.42万 | 0.05% | 7,167 | -3,892 | -35.2% | -$121.87万 | 减仓 |
| SHM | SPDR SERIES TRUST | $223.99万 | 0.05% | 46,698 | -68,294 | -59.4% | -$327.57万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $223.03万 | 0.05% | 8,201 | 315 | 4.0% | $8.57万 | 加仓 |
| SBUX | STARBUCKS CORP | $221.17万 | 0.05% | 21,643 | 943 | 4.6% | $9.64万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $219.94万 | 0.05% | 37,791 | -48,764 | -56.3% | -$283.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $219.48万 | 0.05% | 36,770 | -204,489 | -84.8% | -$1,220.58万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $218.67万 | 0.05% | 9,764 | 777 | 8.6% | $17.40万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $215.75万 | 0.05% | 229,761 | -5,266 | -2.2% | -$4.94万 | 减仓 |
| SHOP | SHOPIFY INC | $215.34万 | 0.05% | 18,860 | 829 | 4.6% | $9.47万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $214.10万 | 0.05% | 7,368 | -872 | -10.6% | -$25.34万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $214.05万 | 0.05% | 4,662 | -282 | -5.7% | -$12.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $213.89万 | 0.05% | 30,020 | -270,357 | -90.0% | -$1,926.29万 | 减仓 |
| MFC | MANULIFE FINL CORP | $212.90万 | 0.05% | 52,555 | -458 | -0.9% | -$1.86万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $212.56万 | 0.05% | 18,830 | -170,478 | -90.1% | -$1,924.39万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $210.96万 | 0.05% | 83,550 | -1,450 | -1.7% | -$3.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $209.29万 | 0.05% | 17,511 | -180,625 | -91.2% | -$2,158.77万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $209.02万 | 0.05% | 59,482 | -233 | -0.4% | -$8,188 | 减仓 |
| PGR | PROGRESSIVE CORP | $207.84万 | 0.05% | 9,514 | -319 | -3.2% | -$6.97万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $205.23万 | 0.05% | 15,130 | -26,534 | -63.7% | -$359.91万 | 减仓 |
| WELL | WELLTOWER INC | $204.89万 | 0.05% | 9,027 | 343 | 3.9% | $7.79万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $203.22万 | 0.05% | 35,239 | -1,136,720 | -97.0% | -$6,555.52万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $203.00万 | 0.05% | 32,278 | 573 | 1.8% | $3.60万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $202.75万 | 0.05% | 271,050 | 133,550 | 97.1% | $99.90万 | 加仓 |
| GM | GENERAL MTRS CO | $200.14万 | 0.05% | 25,966 | 3,362 | 14.9% | $25.91万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $199.57万 | 0.05% | 29,540 | -307,881 | -91.2% | -$2,080.02万 | 减仓 |
| APH | AMPHENOL CORP | $197.64万 | 0.05% | 11,209 | 155 | 1.4% | $2.73万 | 加仓 |
| CLS | CELESTICA INC | $197.50万 | 0.05% | 5,414 | 746 | 16.0% | $27.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $196.14万 | 0.05% | 4,932 | -211 | -4.1% | -$8.39万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $195.83万 | 0.05% | 7,240 | -67 | -0.9% | -$1.81万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $195.50万 | 0.05% | 21,612 | -528 | -2.4% | -$4.78万 | 减仓 |
| COKE | COCA COLA CONS INC | $194.01万 | 0.05% | 10,162 | -280 | -2.7% | -$5.35万 | 减仓 |
| PSA | PUBLIC STORAGE | $193.93万 | 0.05% | 6,093 | -17 | -0.3% | -$5,411 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $193.52万 | 0.05% | 35,818 | -57,950 | -61.8% | -$313.10万 | 减仓 |
| KR | KROGER CO | $191.59万 | 0.04% | 34,501 | -142 | -0.4% | -$7,885 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $191.17万 | 0.04% | 15,528 | 244 | 1.6% | $3.00万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $190.95万 | 0.04% | 2,275 | 125 | 5.8% | $10.49万 | 加仓 |
| APP | APPLOVIN CORP | $190.94万 | 0.04% | 3,706 | 61 | 1.7% | $3.14万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $190.66万 | 0.04% | 24,316 | 537 | 2.3% | $4.21万 | 加仓 |
| FLOT | ISHARES TR | $190.37万 | 0.04% | 37,291 | -72,458 | -66.0% | -$369.90万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $187.83万 | 0.04% | 10,850 | 275 | 2.6% | $4.76万 | 加仓 |
| HON | HONEYWELL INTL INC | $187.25万 | 0.04% | 8,363 | -8,383 | -50.1% | -$187.70万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $186.17万 | 0.04% | 8,421 | 8,421 | — | $186.17万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $185.79万 | 0.04% | 9,934 | 632 | 6.8% | $11.82万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $185.46万 | 0.04% | 47,701 | 8,937 | 23.1% | $34.75万 | 加仓 |
| DTE | DTE ENERGY CO | $185.27万 | 0.04% | 12,160 | 379 | 3.2% | $5.77万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $183.11万 | 0.04% | 19,973 | 1,805 | 9.9% | $16.55万 | 加仓 |