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 |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $241.70万 | 0.03% | 36,010 | 36,010 | — | $241.70万 | 新建仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $240.56万 | 0.03% | 87,271 | 87,271 | — | $240.56万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $240.39万 | 0.03% | 15,284 | -4,007 | -20.8% | -$63.02万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $239.74万 | 0.03% | 4,944 | -5,685 | -53.5% | -$275.67万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $239.59万 | 0.03% | 43,922 | 31,275 | 247.3% | $170.60万 | 加仓 |
| HYG | ISHARES TR | $239.43万 | 0.03% | 30,094 | 30,094 | — | $239.43万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $237.09万 | 0.03% | 5,143 | -7,332 | -58.8% | -$338.00万 | 减仓 |
| IJJ | ISHARES TR | $236.88万 | 0.03% | 17,878 | 16,226 | 982.2% | $214.99万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $235.46万 | 0.03% | 98,396 | -632 | -0.6% | -$1.51万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $235.28万 | 0.03% | 13,633 | -1,473 | -9.8% | -$25.42万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $233.63万 | 0.03% | 18,622 | 281 | 1.5% | $3.53万 | 加仓 |
| GIS | GENERAL MILLS INC | $232.35万 | 0.02% | 62,427 | 15,932 | 34.3% | $59.30万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $231.00万 | 0.02% | 9,219 | -53,997 | -85.4% | -$1,353.00万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $230.35万 | 0.02% | 85,000 | 2,250 | 2.7% | $6.10万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $228.99万 | 0.02% | 31,502 | -536 | -1.7% | -$3.90万 | 减仓 |
| — | GLOBAL X FDS | $228.61万 | 0.02% | 55,025 | 55,025 | — | $228.61万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $227.60万 | 0.02% | 12,656 | 7,655 | 153.1% | $137.67万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $227.13万 | 0.02% | 405,588 | 405,588 | — | $227.13万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $226.83万 | 0.02% | 5,790 | -17,705 | -75.4% | -$693.60万 | 减仓 |
| MFA | MFA FINL INC | $226.48万 | 0.02% | 236,410 | 11,113 | 4.9% | $10.65万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $225.76万 | 0.02% | 51,104 | 51,104 | — | $225.76万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $225.72万 | 0.02% | 7,865 | 156 | 2.0% | $4.48万 | 加仓 |
| JNK | SPDR SERIES TRUST | $223.49万 | 0.02% | 23,349 | 23,349 | — | $223.49万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $222.81万 | 0.02% | 235,027 | 460 | 0.2% | $4,361 | 加仓 |
| VAW | VANGUARD WORLD FD | $222.80万 | 0.02% | 9,887 | 9,887 | — | $222.80万 | 新建仓 |
| IWP | ISHARES TR | $222.48万 | 0.02% | 17,365 | 13,904 | 401.7% | $178.14万 | 加仓 |
| NUE | NUCOR CORP | $222.42万 | 0.02% | 13,153 | -372 | -2.8% | -$6.29万 | 减仓 |
| OEF | ISHARES TR | $221.34万 | 0.02% | 6,959 | 6,269 | 908.6% | $199.40万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $220.24万 | 0.02% | 28,899 | 28,899 | — | $220.24万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $219.94万 | 0.02% | 12,205 | 856 | 7.5% | $15.43万 | 加仓 |
| B | BARRICK MNG CORP | $218.95万 | 0.02% | 53,676 | 4,304 | 8.7% | $17.56万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $218.81万 | 0.02% | 43,044 | 43,044 | — | $218.81万 | 新建仓 |
| AOR | ISHARES TR | $216.21万 | 0.02% | 33,599 | 33,599 | — | $216.21万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $215.81万 | 0.02% | 102,963 | 102,963 | — | $215.81万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $215.68万 | 0.02% | 22,358 | 1,869 | 9.1% | $18.03万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $214.67万 | 0.02% | 18,096 | 4,632 | 34.4% | $54.95万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $214.52万 | 0.02% | 41,310 | 41,310 | — | $214.52万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $214.22万 | 0.02% | 30,446 | 30,446 | — | $214.22万 | 新建仓 |
| SHOP | SHOPIFY INC | $213.89万 | 0.02% | 18,031 | -3,941 | -17.9% | -$46.75万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $213.16万 | 0.02% | 1,131 | -6 | -0.5% | -$1.13万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $212.39万 | 0.02% | 59,678 | 59,678 | — | $212.39万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $211.24万 | 0.02% | 26,221 | 2,996 | 12.9% | $24.14万 | 加仓 |
| SDY | SPDR SERIES TRUST | $210.77万 | 0.02% | 14,443 | 11,678 | 422.4% | $170.42万 | 加仓 |
| CVS | CVS HEALTH CORP | $209.78万 | 0.02% | 29,209 | -2,070 | -6.6% | -$14.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $208.97万 | 0.02% | 2,334 | -9,647 | -80.5% | -$863.71万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $208.86万 | 0.02% | 14,163 | 14,163 | — | $208.86万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $208.07万 | 0.02% | 71,673 | 71,673 | — | $208.07万 | 新建仓 |
| IJT | ISHARES TR | $207.98万 | 0.02% | 14,372 | 12,706 | 762.7% | $183.87万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $207.94万 | 0.02% | 41,546 | 41,546 | — | $207.94万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $207.27万 | 0.02% | 116,379 | 116,379 | — | $207.27万 | 新建仓 |
| IDEV | ISHARES TR | $206.79万 | 0.02% | 24,745 | 24,745 | — | $206.79万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $206.00万 | 0.02% | 29,552 | 25,360 | 605.0% | $176.78万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $205.93万 | 0.02% | 57,268 | 57,268 | — | $205.93万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $204.65万 | 0.02% | 169,832 | 169,832 | — | $204.65万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $204.28万 | 0.02% | 7,424 | -7,836 | -51.3% | -$215.62万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $202.27万 | 0.02% | 9,235 | -2,987 | -24.4% | -$65.42万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $202.26万 | 0.02% | 33,131 | 27,339 | 472.0% | $166.90万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $201.35万 | 0.02% | 19,405 | -10,295 | -34.7% | -$106.82万 | 减仓 |
| COKE | COCA COLA CONS INC | $200.21万 | 0.02% | 10,442 | -54 | -0.5% | -$1.04万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $200.01万 | 0.02% | 66,339 | 66,339 | — | $200.01万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $199.59万 | 0.02% | 83,827 | -338 | -0.4% | -$8,048 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $199.16万 | 0.02% | 51,595 | 51,595 | — | $199.16万 | 新建仓 |
| DDWM | WISDOMTREE TR | $199.03万 | 0.02% | 45,120 | 45,120 | — | $199.03万 | 新建仓 |
| NKE | NIKE INC | $198.28万 | 0.02% | 37,539 | -8,157 | -17.9% | -$43.08万 | 减仓 |
| DAL | DELTA AIR LINES INC | $195.95万 | 0.02% | 29,474 | -16,819 | -36.3% | -$111.82万 | 减仓 |
| PGR | PROGRESSIVE CORP | $194.94万 | 0.02% | 9,833 | -298 | -2.9% | -$5.91万 | 减仓 |
| IWN | ISHARES TR | $193.23万 | 0.02% | 10,192 | 7,759 | 318.9% | $147.10万 | 加仓 |
| IBDS | ISHARES TR | $191.69万 | 0.02% | 79,079 | 79,079 | — | $191.69万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $190.82万 | 0.02% | 41,664 | -388 | -0.9% | -$1.78万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $190.18万 | 0.02% | 7,307 | -5,237 | -41.7% | -$136.31万 | 减仓 |
| IGV | ISHARES TR | $188.85万 | 0.02% | 23,591 | 23,591 | — | $188.85万 | 新建仓 |
| XBIL | RBB FD INC | $188.36万 | 0.02% | 37,650 | 37,650 | — | $188.36万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $188.19万 | 0.02% | 12,209 | 12,209 | — | $188.19万 | 新建仓 |
| SKOR | FLEXSHARES TR | $188.18万 | 0.02% | 38,705 | -13 | -0.0% | -$632 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $188.15万 | 0.02% | 27,817 | 27,817 | — | $188.15万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $187.94万 | 0.02% | 33,404 | 33,404 | — | $187.94万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $187.53万 | 0.02% | 86,478 | 86,478 | — | $187.53万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $186.77万 | 0.02% | 8,936 | 133 | 1.5% | $2.78万 | 加仓 |
| INTU | INTUIT | $186.40万 | 0.02% | 4,311 | -2,175 | -33.5% | -$94.04万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $186.36万 | 0.02% | 31,705 | 9,034 | 39.8% | $53.10万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $186.19万 | 0.02% | 74,477 | 74,477 | — | $186.19万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $186.16万 | 0.02% | 15,409 | 13,707 | 805.3% | $165.60万 | 加仓 |
| IGE | ISHARES TR | $185.70万 | 0.02% | 29,504 | 1,958 | 7.1% | $12.32万 | 加仓 |
| SBUX | STARBUCKS CORP | $185.45万 | 0.02% | 20,700 | -825 | -3.8% | -$7.39万 | 减仓 |
| ILF | ISHARES TR | $183.69万 | 0.02% | 51,715 | 51,715 | — | $183.69万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $182.97万 | 0.02% | 25,251 | 3,485 | 16.0% | $25.25万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $182.60万 | 0.02% | 8,987 | -2,218 | -19.8% | -$45.07万 | 减仓 |
| MFC | MANULIFE FINL CORP | $182.58万 | 0.02% | 53,013 | -3,014 | -5.4% | -$10.38万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $181.84万 | 0.02% | 38,764 | -666 | -1.7% | -$3.12万 | 减仓 |
| RIO | RIO TINTO PLC | $181.43万 | 0.02% | 19,447 | -8,808 | -31.2% | -$82.17万 | 减仓 |
| — | COTERRA ENERGY INC | $181.39万 | 0.02% | 51,618 | -45 | -0.1% | -$1,581 | 减仓 |
| RY | ROYAL BK CDA | $180.69万 | 0.02% | 11,169 | -4,121 | -27.0% | -$66.67万 | 减仓 |
| IBDR | ISHARES TR | $179.46万 | 0.02% | 74,033 | 74,033 | — | $179.46万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $179.37万 | 0.02% | 38,376 | 38,376 | — | $179.37万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $178.94万 | 0.02% | 37,952 | 37,952 | — | $178.94万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $178.26万 | 0.02% | 40,202 | 40,202 | — | $178.26万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $178.15万 | 0.02% | 104,120 | 104,120 | — | $178.15万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $177.30万 | 0.02% | 22,140 | -235 | -1.1% | -$1.88万 | 减仓 |
| TIP | ISHARES TR | $176.82万 | 0.02% | 16,022 | 16,022 | — | $176.82万 | 新建仓 |
| JBL | JABIL INC | $176.67万 | 0.02% | 6,651 | -673 | -9.2% | -$17.88万 | 减仓 |