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
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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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $125.34万 | 0.03% | 4,135 | -63,813 | -93.9% | -$1,934.29万 | 减仓 |
| AZO | AUTOZONE INC | $124.32万 | 0.03% | 389 | -18 | -4.4% | -$5.75万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $124.06万 | 0.03% | 20,087 | -551 | -2.7% | -$3.40万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $124.01万 | 0.03% | 55,587 | -1,495,866 | -96.4% | -$3,337.26万 | 减仓 |
| QUAL | ISHARES TR | $123.92万 | 0.03% | 5,647 | -127,736 | -95.8% | -$2,803.09万 | 减仓 |
| MCO | MOODYS CORP | $122.57万 | 0.03% | 2,706 | 146 | 5.7% | $6.61万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $121.84万 | 0.03% | 45,977 | -8,407 | -15.5% | -$22.28万 | 减仓 |
| DHR | DANAHER CORP DEL | $121.45万 | 0.03% | 6,376 | -434 | -6.4% | -$8.27万 | 减仓 |
| AGNC | AGNC INVT CORP | $121.16万 | 0.03% | 111,152 | 8,741 | 8.5% | $9.53万 | 加仓 |
| RKLB | ROCKET LAB CORP | $120.70万 | 0.03% | 11,874 | 2,987 | 33.6% | $30.36万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $120.38万 | 0.03% | 89,437 | 31,823 | 55.2% | $42.83万 | 加仓 |
| TER | TERADYNE INC | $120.24万 | 0.03% | 2,485 | -1,572 | -38.7% | -$76.06万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $120.11万 | 0.03% | 15,393 | -267,715 | -94.6% | -$2,089.03万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $120.10万 | 0.03% | 15,009 | 795 | 5.6% | $6.36万 | 加仓 |
| ABNB | AIRBNB INC | $119.59万 | 0.03% | 8,357 | -161 | -1.9% | -$2.30万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $118.97万 | 0.03% | 13,046 | -568 | -4.2% | -$5.18万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $118.33万 | 0.03% | 50,525 | -6,400 | -11.2% | -$14.99万 | 减仓 |
| F | FORD MTR CO | $117.05万 | 0.03% | 84,210 | 7,098 | 9.2% | $9.87万 | 加仓 |
| LAD | LITHIA MTRS INC | $116.66万 | 0.03% | 4,016 | 180 | 4.7% | $5.23万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $116.28万 | 0.03% | 21,690 | -168,815 | -88.6% | -$905.01万 | 减仓 |
| FLR | FLUOR CORP | $115.88万 | 0.03% | 22,118 | 204 | 0.9% | $1.07万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $114.97万 | 0.03% | 3,398 | -378 | -10.0% | -$12.79万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $114.77万 | 0.03% | 3,473 | 136 | 4.1% | $4.49万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $114.44万 | 0.03% | 26,152 | 388 | 1.5% | $1.70万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $113.69万 | 0.03% | 4,548 | 57 | 1.3% | $1.42万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $113.34万 | 0.03% | 6,579 | -109 | -1.6% | -$1.88万 | 减仓 |
| O | REALTY INCOME CORP | $112.98万 | 0.03% | 18,233 | 1,220 | 7.2% | $7.56万 | 加仓 |
| EZPW | EZCORP INC | $112.90万 | 0.03% | 32,658 | -638 | -1.9% | -$2.21万 | 减仓 |
| CR | CRANE COMPANY | $112.90万 | 0.03% | 5,061 | 140 | 2.8% | $3.12万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $112.36万 | 0.03% | 13,778 | -243 | -1.7% | -$1.98万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $111.55万 | 0.03% | 2,885 | 17 | 0.6% | $6,573 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $111.15万 | 0.03% | 21,923 | -325 | -1.5% | -$1.65万 | 减仓 |
| BROS | DUTCH BROS INC | $110.97万 | 0.03% | 15,453 | -2,687 | -14.8% | -$19.30万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $110.49万 | 0.03% | 24,192 | 512 | 2.2% | $2.34万 | 加仓 |
| PPL | PPL CORP | $109.92万 | 0.03% | 30,239 | 2,554 | 9.2% | $9.28万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $109.74万 | 0.03% | 11,720 | -75,821 | -86.6% | -$709.94万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $109.40万 | 0.03% | 22,007 | -105 | -0.5% | -$5,219 | 减仓 |
| BP | BP PLC | $108.78万 | 0.03% | 29,441 | -1,777 | -5.7% | -$6.57万 | 减仓 |
| SSRM | SSR MINING IN | $108.48万 | 0.03% | 38,361 | -1,137 | -2.9% | -$3.22万 | 减仓 |
| FE | FIRSTENERGY CORP | $108.39万 | 0.03% | 22,800 | -133 | -0.6% | -$6,323 | 减仓 |
| DDOG | DATADOG INC | $108.26万 | 0.03% | 4,158 | 1,822 | 78.0% | $47.44万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $108.22万 | 0.03% | 19,199 | 275 | 1.5% | $1.55万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $108.00万 | 0.03% | 4,017 | 219 | 5.8% | $5.89万 | 加仓 |
| IVW | ISHARES TR | $107.90万 | 0.03% | 7,846 | -122,157 | -94.0% | -$1,680.00万 | 减仓 |
| MELI | MERCADOLIBRE INC | $106.03万 | 0.02% | 625 | -63 | -9.2% | -$10.69万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $105.01万 | 0.02% | 75,170 | 44 | 0.1% | $615 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $103.87万 | 0.02% | 29,384 | -685 | -2.3% | -$2.42万 | 减仓 |
| IVE | ISHARES TR | $103.67万 | 0.02% | 4,566 | -24,043 | -84.0% | -$545.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $103.57万 | 0.02% | 6,528 | -70,187 | -91.5% | -$1,113.50万 | 减仓 |
| FISV | FISERV INC | $103.26万 | 0.02% | 21,051 | -949 | -4.3% | -$4.65万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $103.25万 | 0.02% | 23,912 | -157 | -0.7% | -$6,779 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $103.23万 | 0.02% | 13,164 | -60 | -0.5% | -$4,705 | 减仓 |
| HACK | AMPLIFY ETF TR | $101.77万 | 0.02% | 9,699 | -397 | -3.9% | -$4.17万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $101.69万 | 0.02% | 6,478 | 19 | 0.3% | $2,982 | 加仓 |
| BWA | BORGWARNER INC | $101.41万 | 0.02% | 15,272 | 2,690 | 21.4% | $17.86万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $101.29万 | 0.02% | 2,246 | -510 | -18.5% | -$23.00万 | 减仓 |
| KKR | KKR & CO INC | $101.29万 | 0.02% | 11,036 | -1,218 | -9.9% | -$11.18万 | 减仓 |
| ATR | APTARGROUP INC | $101.24万 | 0.02% | 8,086 | 1,103 | 15.8% | $13.81万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $100.70万 | 0.02% | 21,495 | -8,778 | -29.0% | -$41.12万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $100.52万 | 0.02% | 5,718 | 519 | 10.0% | $9.12万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $100.13万 | 0.02% | 1,167 | 350 | 42.8% | $30.03万 | 加仓 |
| PHM | PULTE GROUP INC | $99.62万 | 0.02% | 7,260 | 385 | 5.6% | $5.28万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $99.16万 | 0.02% | 37,404 | 1,500 | 4.2% | $3.98万 | 加仓 |
| EQT | EQT CORP | $98.91万 | 0.02% | 18,602 | -24,886 | -57.2% | -$132.32万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $98.52万 | 0.02% | 1,757 | -235 | -11.8% | -$13.18万 | 减仓 |
| AYI | ACUITY INC | $98.36万 | 0.02% | 2,611 | 1,043 | 66.5% | $39.29万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $97.86万 | 0.02% | 2,510 | -62 | -2.4% | -$2.42万 | 减仓 |
| DTM | DT MIDSTREAM INC | $97.84万 | 0.02% | 6,668 | 18 | 0.3% | $2,641 | 加仓 |
| TTE | TOTALENERGIES SE | $97.55万 | 0.02% | 12,545 | 553 | 4.6% | $4.30万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $97.53万 | 0.02% | 2,349 | -113 | -4.6% | -$4.69万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $97.10万 | 0.02% | 8,645 | 256 | 3.1% | $2.88万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $96.92万 | 0.02% | 29,676 | 3,126 | 11.8% | $10.21万 | 加仓 |
| ITOT | ISHARES TR | $96.30万 | 0.02% | 5,863 | -37,135 | -86.4% | -$609.97万 | 减仓 |
| NVR | NVR INC | $96.07万 | 0.02% | 141 | 5 | 3.7% | $3.41万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $95.57万 | 0.02% | 14,096 | 14,096 | — | $95.57万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $95.50万 | 0.02% | 10,043 | -857 | -7.9% | -$8.15万 | 减仓 |
| VTR | VENTAS INC | $95.22万 | 0.02% | 10,723 | -236 | -2.2% | -$2.10万 | 减仓 |
| XEL | XCEL ENERGY INC | $94.23万 | 0.02% | 11,735 | 984 | 9.2% | $7.90万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $94.04万 | 0.02% | 12,618 | 941 | 8.1% | $7.01万 | 加仓 |
| HRL | HORMEL FOODS CORP | $93.47万 | 0.02% | 37,659 | 8,131 | 27.5% | $20.18万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $93.28万 | 0.02% | 17,717 | -8,504 | -32.4% | -$44.77万 | 减仓 |
| ALAB | ASTERA LABS INC | $93.17万 | 0.02% | 1,929 | 1,929 | — | $93.17万 | 新建仓 |
| LRN | STRIDE INC | $92.91万 | 0.02% | 10,774 | -252 | -2.3% | -$2.17万 | 减仓 |
| BLBD | BLUE BIRD CORP | $92.56万 | 0.02% | 11,722 | 321 | 2.8% | $2.53万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $91.64万 | 0.02% | 10,099 | 567 | 5.9% | $5.14万 | 加仓 |
| EME | EMCOR GROUP INC | $91.21万 | 0.02% | 1,099 | 162 | 17.3% | $13.44万 | 加仓 |
| CTVA | CORTEVA INC | $91.02万 | 0.02% | 10,747 | 182 | 1.7% | $1.54万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $90.65万 | 0.02% | 26,663 | -2,188 | -7.6% | -$7.44万 | 减仓 |
| SCZ | ISHARES TR | $90.63万 | 0.02% | 11,016 | -30,964 | -73.8% | -$254.74万 | 减仓 |
| XYLD | GLOBAL X FDS | $90.00万 | 0.02% | 22,065 | -118,527 | -84.3% | -$483.47万 | 减仓 |
| VOX | VANGUARD WORLD FD | $89.84万 | 0.02% | 4,884 | -7,772 | -61.4% | -$142.97万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $89.67万 | 0.02% | 10,854 | -4,320 | -28.5% | -$35.69万 | 减仓 |
| IWD | ISHARES TR | $89.41万 | 0.02% | 3,688 | -22,645 | -86.0% | -$548.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $89.36万 | 0.02% | 16,826 | -192,466 | -92.0% | -$1,022.19万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $89.32万 | 0.02% | 45,735 | 521 | 1.2% | $1.02万 | 加仓 |
| EXC | EXELON CORP | $89.21万 | 0.02% | 19,136 | 1,193 | 6.6% | $5.56万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $88.81万 | 0.02% | 4,190 | 62 | 1.5% | $1.31万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $88.77万 | 0.02% | 13,868 | -109 | -0.8% | -$6,977 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $88.20万 | 0.02% | 3,842 | -90 | -2.3% | -$2.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $88.06万 | 0.02% | 4,754 | -37,889 | -88.9% | -$701.82万 | 减仓 |