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 |
|---|---|---|---|---|---|---|---|---|
| DVYE | ISHARES INC | $175.89万 | 0.02% | 51,161 | 51,161 | — | $175.89万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $175.56万 | 0.02% | 14,398 | 14,398 | — | $175.56万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $175.40万 | 0.02% | 5,381 | -23,449 | -81.3% | -$764.36万 | 减仓 |
| DTE | DTE ENERGY CO | $172.26万 | 0.02% | 11,781 | -2,189 | -15.7% | -$32.01万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $172.07万 | 0.02% | 86,209 | 86,209 | — | $172.07万 | 新建仓 |
| WELL | WELLTOWER INC | $171.70万 | 0.02% | 8,684 | -5,544 | -39.0% | -$109.62万 | 减仓 |
| SGOV | ISHARES TR | $171.68万 | 0.02% | 17,055 | 17,055 | — | $171.68万 | 新建仓 |
| SMMV | ISHARES TR | $171.04万 | 0.02% | 39,215 | 39,215 | — | $171.04万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $170.84万 | 0.02% | 29,640 | -11,855 | -28.6% | -$68.33万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $170.58万 | 0.02% | 44,760 | 44,760 | — | $170.58万 | 新建仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $170.23万 | 0.02% | 80,926 | 80,926 | — | $170.23万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $169.10万 | 0.02% | 149,642 | -2,347 | -1.5% | -$2.65万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $168.99万 | 0.02% | 5,272 | -6,243 | -54.2% | -$200.12万 | 减仓 |
| GM | GENERAL MTRS CO | $168.40万 | 0.02% | 22,604 | -460 | -2.0% | -$3.43万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $167.67万 | 0.02% | 17,887 | 17,887 | — | $167.67万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $167.42万 | 0.02% | 15,059 | 15,059 | — | $167.42万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $167.08万 | 0.02% | 15,804 | -1,046 | -6.2% | -$11.06万 | 减仓 |
| EMXC | ISHARES INC | $166.82万 | 0.02% | 21,208 | 21,208 | — | $166.82万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $165.51万 | 0.02% | 6,110 | -810 | -11.7% | -$21.94万 | 减仓 |
| DG | DOLLAR GEN CORP | $165.27万 | 0.02% | 13,920 | 3,475 | 33.3% | $41.26万 | 加仓 |
| OUSA | ALPS ETF TR | $165.07万 | 0.02% | 29,652 | 29,652 | — | $165.07万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $164.94万 | 0.02% | 63,956 | 63,956 | — | $164.94万 | 新建仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $164.02万 | 0.02% | 80,286 | 80,286 | — | $164.02万 | 新建仓 |
| VLU | SPDR SERIES TRUST | $163.84万 | 0.02% | 7,621 | 7,621 | — | $163.84万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $163.53万 | 0.02% | 68,395 | 68,395 | — | $163.53万 | 新建仓 |
| MPLX | MPLX LP | $162.90万 | 0.02% | 28,543 | -20,628 | -42.0% | -$117.72万 | 减仓 |
| IBDT | ISHARES TR | $162.14万 | 0.02% | 64,012 | 64,012 | — | $162.14万 | 新建仓 |
| IQDG | WISDOMTREE TR | $161.57万 | 0.02% | 40,250 | 40,250 | — | $161.57万 | 新建仓 |
| MET | METLIFE INC | $161.40万 | 0.02% | 22,823 | -4,244 | -15.7% | -$30.01万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $160.56万 | 0.02% | 5,527 | -81 | -1.4% | -$2.35万 | 减仓 |
| DEM | WISDOMTREE TR | $159.35万 | 0.02% | 32,069 | 7,486 | 30.5% | $37.20万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $158.99万 | 0.02% | 26,551 | -14,466 | -35.3% | -$86.62万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $158.65万 | 0.02% | 44,765 | 26,635 | 146.9% | $94.39万 | 加仓 |
| CWB | SPDR SERIES TRUST | $158.06万 | 0.02% | 17,271 | 17,271 | — | $158.06万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $156.61万 | 0.02% | 7,955 | 1,723 | 27.6% | $33.92万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $156.32万 | 0.02% | 70,004 | -3,665 | -5.0% | -$8.18万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $156.01万 | 0.02% | 24,001 | -2,091 | -8.0% | -$13.59万 | 减仓 |
| ACWV | ISHARES INC | $155.13万 | 0.02% | 12,980 | 10,797 | 494.6% | $129.04万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $154.85万 | 0.02% | 18,168 | -9,049 | -33.2% | -$77.13万 | 减仓 |
| AGX | ARGAN INC | $154.39万 | 0.02% | 2,835 | -18,573 | -86.8% | -$1,011.44万 | 减仓 |
| EMGF | ISHARES INC | $153.09万 | 0.02% | 25,333 | 25,333 | — | $153.09万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $152.47万 | 0.02% | 5,227 | -22,173 | -80.9% | -$646.78万 | 减仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $151.95万 | 0.02% | 81,085 | 81,085 | — | $151.95万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $151.48万 | 0.02% | 5,035 | -223 | -4.2% | -$6.71万 | 减仓 |
| IHI | ISHARES TR | $150.93万 | 0.02% | 28,291 | 28,291 | — | $150.93万 | 新建仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $150.12万 | 0.02% | 23,779 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $149.67万 | 0.02% | 11,068 | 7 | 0.1% | $947 | 加仓 |
| INTF | ISHARES TR | $149.63万 | 0.02% | 38,406 | 38,406 | — | $149.63万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $149.45万 | 0.02% | 13,614 | -4,101 | -23.1% | -$45.02万 | 减仓 |
| AGGY | WISDOMTREE TR | $149.44万 | 0.02% | 34,393 | 34,393 | — | $149.44万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $149.43万 | 0.02% | 28,829 | 28,829 | — | $149.43万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $148.86万 | 0.02% | 14,214 | 370 | 2.7% | $3.88万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $148.68万 | 0.02% | 14,889 | 2,608 | 21.2% | $26.04万 | 加仓 |
| — | ELECTRONIC ARTS INC | $148.65万 | 0.02% | 7,292 | -585 | -7.4% | -$11.93万 | 减仓 |
| KXI | ISHARES TR | $147.73万 | 0.02% | 22,046 | 22,046 | — | $147.73万 | 新建仓 |
| BP | BP PLC | $146.73万 | 0.02% | 31,218 | -5,512 | -15.0% | -$25.91万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $146.53万 | 0.02% | 9,312 | 1,952 | 26.5% | $30.72万 | 加仓 |
| PTLC | PACER FDS TR | $145.98万 | 0.02% | 27,826 | 27,826 | — | $145.98万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $145.88万 | 0.02% | 3,267 | -33 | -1.0% | -$1.47万 | 减仓 |
| APP | APPLOVIN CORP | $145.07万 | 0.02% | 3,645 | -488 | -11.8% | -$19.42万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $144.72万 | 0.02% | 54,384 | 18,281 | 50.6% | $48.65万 | 加仓 |
| WMB | WILLIAMS COS INC | $144.30万 | 0.02% | 19,827 | 796 | 4.2% | $5.79万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $144.06万 | 0.02% | 2,756 | -748 | -21.3% | -$39.10万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $143.95万 | 0.02% | 65,373 | 65,373 | — | $143.95万 | 新建仓 |
| CVNA | CARVANA CO | $143.80万 | 0.02% | 4,574 | -8,385 | -64.7% | -$263.61万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $143.20万 | 0.02% | 14,047 | 14,047 | — | $143.20万 | 新建仓 |
| HDV | ISHARES TR | $142.57万 | 0.02% | 10,504 | 10,504 | — | $142.57万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $142.24万 | 0.02% | 62,494 | 1,473 | 2.4% | $3.35万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $141.39万 | 0.02% | 23,463 | 23,463 | — | $141.39万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $141.20万 | 0.02% | 14,454 | -2,390 | -14.2% | -$23.35万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $141.14万 | 0.02% | 10,575 | -2 | -0.0% | -$267 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $141.10万 | 0.02% | 30,273 | 10,914 | 56.4% | $50.87万 | 加仓 |
| SNPS | SYNOPSYS INC | $139.84万 | 0.02% | 3,527 | -767 | -17.9% | -$30.41万 | 减仓 |
| APH | AMPHENOL CORP | $139.67万 | 0.01% | 11,054 | -6,324 | -36.4% | -$79.91万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $139.51万 | 0.01% | 50,112 | 50,112 | — | $139.51万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $138.78万 | 0.01% | 29,534 | 29,534 | — | $138.78万 | 新建仓 |
| AZO | AUTOZONE INC | $137.48万 | 0.01% | 407 | -7 | -1.7% | -$2.36万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $137.40万 | 0.01% | 53,694 | 53,694 | — | $137.40万 | 新建仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $137.29万 | 0.01% | 21,066 | 21,066 | — | $137.29万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $137.27万 | 0.01% | 47,795 | 32,754 | 217.8% | $94.07万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $137.21万 | 0.01% | 12,547 | 12,547 | — | $137.21万 | 新建仓 |
| GSSC | GOLDMAN SACHS ETF TR | $137.02万 | 0.01% | 18,380 | 18,380 | — | $137.02万 | 新建仓 |
| PFF | ISHARES TR | $136.96万 | 0.01% | 45,172 | 38,362 | 563.3% | $116.31万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $136.95万 | 0.01% | 41,449 | 41,449 | — | $136.95万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $136.76万 | 0.01% | 64,660 | 8,109 | 14.3% | $17.15万 | 加仓 |
| HEGD | LISTED FDS TR | $136.65万 | 0.01% | 55,323 | 55,323 | — | $136.65万 | 新建仓 |
| IFRA | ISHARES TR | $136.33万 | 0.01% | 23,834 | 23,834 | — | $136.33万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $136.30万 | 0.01% | 14,204 | 7,608 | 115.3% | $73.01万 | 加仓 |
| EAGG | ISHARES TR | $136.20万 | 0.01% | 28,643 | 28,643 | — | $136.20万 | 新建仓 |
| DOV | DOVER CORP | $135.42万 | 0.01% | 6,496 | -11,893 | -64.7% | -$247.92万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $135.32万 | 0.01% | 24,676 | 24,676 | — | $135.32万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $135.11万 | 0.01% | 12,318 | 6,300 | 104.7% | $69.10万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $134.59万 | 0.01% | 29,158 | 29,158 | — | $134.59万 | 新建仓 |
| WINN | HARBOR ETF TRUST | $134.40万 | 0.01% | 48,472 | 48,472 | — | $134.40万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $133.80万 | 0.01% | 56,925 | 8,950 | 18.7% | $21.04万 | 加仓 |
| IDU | ISHARES TR | $133.78万 | 0.01% | 11,522 | 11,522 | — | $133.78万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $133.63万 | 0.01% | 3,776 | -12 | -0.3% | -$4,247 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $133.22万 | 0.01% | 66,445 | 66,445 | — | $133.22万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $133.20万 | 0.01% | 28,370 | 14,806 | 109.2% | $69.52万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $132.54万 | 0.01% | 6,101 | 6,101 | — | $132.54万 | 新建仓 |