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 |
|---|---|---|---|---|---|---|---|---|
| NDSN | NORDSON CORP | $61.05万 | 0.01% | 2,024 | -40 | -1.9% | -$1.21万 | 减仓 |
| XYL | XYLEM INC | $60.89万 | 0.01% | 5,151 | -229 | -4.3% | -$2.71万 | 减仓 |
| DXJ | WISDOMTREE TR | $60.58万 | 0.01% | 3,491 | -1,146 | -24.7% | -$19.89万 | 减仓 |
| IBTJ | ISHARES TR | $60.45万 | 0.01% | 27,923 | -105,286 | -79.0% | -$227.94万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $59.96万 | 0.01% | 3,712 | -313,944 | -98.8% | -$5,071.53万 | 减仓 |
| ADSK | AUTODESK INC | $59.95万 | 0.01% | 3,084 | -273 | -8.1% | -$5.31万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $59.78万 | 0.01% | 3,668 | -176 | -4.6% | -$2.87万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $59.62万 | 0.01% | 19,169 | -24,222 | -55.8% | -$75.33万 | 减仓 |
| UL | UNILEVER PLC | $59.58万 | 0.01% | 9,910 | -258 | -2.5% | -$1.55万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $59.45万 | 0.01% | 5,207 | 2,237 | 75.3% | $25.54万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $59.40万 | 0.01% | 14,271 | -51 | -0.4% | -$2,123 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $59.37万 | 0.01% | 33,113 | -2,899 | -8.1% | -$5.20万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $59.16万 | 0.01% | 3,512 | -25,589 | -87.9% | -$431.07万 | 减仓 |
| GRMN | GARMIN LTD | $58.48万 | 0.01% | 2,462 | -57 | -2.3% | -$1.35万 | 减仓 |
| SPYI | NEOS ETF TRUST | $58.31万 | 0.01% | 10,983 | -11,349 | -50.8% | -$60.25万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $58.11万 | 0.01% | 11,655 | 37 | 0.3% | $1,845 | 加仓 |
| FLEX | FLEX LTD | $57.89万 | 0.01% | 3,572 | 287 | 8.7% | $4.65万 | 加仓 |
| INTU | INTUIT | $57.83万 | 0.01% | 2,216 | -2,095 | -48.6% | -$54.68万 | 减仓 |
| SKYW | SKYWEST INC | $57.72万 | 0.01% | 5,811 | -717 | -11.0% | -$7.12万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $57.38万 | 0.01% | 12,035 | 95 | 0.8% | $4,530 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $57.21万 | 0.01% | 32,267 | 4,396 | 15.8% | $7.79万 | 加仓 |
| SJM | SMUCKER J M CO | $56.95万 | 0.01% | 5,062 | 444 | 9.6% | $5.00万 | 加仓 |
| HYDB | ISHARES TR | $56.91万 | 0.01% | 12,168 | -171 | -1.4% | -$7,998 | 减仓 |
| EFV | ISHARES TR | $56.66万 | 0.01% | 7,402 | -91,371 | -92.5% | -$699.42万 | 减仓 |
| WPC | WP CAREY INC | $56.51万 | 0.01% | 7,903 | -4,050 | -33.9% | -$28.96万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $56.27万 | 0.01% | 5,932 | -41,537 | -87.5% | -$393.99万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $56.25万 | 0.01% | 2,010 | 319 | 18.9% | $8.93万 | 加仓 |
| MTUM | ISHARES TR | $56.20万 | 0.01% | 1,639 | -11,795 | -87.8% | -$404.45万 | 减仓 |
| VO | VANGUARD INDEX FDS | $55.76万 | 0.01% | 6,920 | -248,320 | -97.3% | -$2,000.84万 | 减仓 |
| TOL | TOLL BROTHERS INC | $55.39万 | 0.01% | 3,362 | -719 | -17.6% | -$11.85万 | 减仓 |
| VCR | VANGUARD WORLD FD | $55.29万 | 0.01% | 1,394 | -1,841 | -56.9% | -$73.02万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $55.11万 | 0.01% | 124,398 | -24,900 | -16.7% | -$11.03万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $55.11万 | 0.01% | 2,607 | 6 | 0.2% | $1,268 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $55.09万 | 0.01% | 8,101 | -83,259 | -91.1% | -$566.22万 | 减仓 |
| FISR | SSGA ACTIVE TR | $54.72万 | 0.01% | 21,332 | 6,306 | 42.0% | $16.18万 | 加仓 |
| PAYX | PAYCHEX INC | $54.53万 | 0.01% | 5,546 | -249 | -4.3% | -$2.45万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $54.51万 | 0.01% | 18,792 | -77,132 | -80.4% | -$223.76万 | 减仓 |
| GOVT | ISHARES TR | $54.50万 | 0.01% | 23,925 | -302,603 | -92.7% | -$689.34万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $54.45万 | 0.01% | 21,625 | 2,600 | 13.7% | $6.55万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $54.19万 | 0.01% | 21,184 | -342,401 | -94.2% | -$875.86万 | 减仓 |
| MGEE | MGE ENERGY INC | $54.00万 | 0.01% | 6,622 | 369 | 5.9% | $3.01万 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $53.96万 | 0.01% | 35,877 | 480 | 1.4% | $7,219 | 加仓 |
| MTB | M & T BK CORP | $53.91万 | 0.01% | 2,265 | 43 | 1.9% | $1.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $53.91万 | 0.01% | 1,024 | -416 | -28.9% | -$21.90万 | 减仓 |
| IQLT | ISHARES TR | $53.82万 | 0.01% | 10,862 | -545,949 | -98.0% | -$2,705.18万 | 减仓 |
| IWN | ISHARES TR | $53.82万 | 0.01% | 2,433 | -7,759 | -76.1% | -$171.63万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $53.80万 | 0.01% | 3,162 | -44,314 | -93.3% | -$753.96万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $53.63万 | 0.01% | 2,331 | -38 | -1.6% | -$8,742 | 减仓 |
| AME | AMETEK INC | $53.54万 | 0.01% | 2,213 | 44 | 2.0% | $1.06万 | 加仓 |
| IXN | ISHARES TR | $53.54万 | 0.01% | 3,706 | -4,054 | -52.2% | -$58.57万 | 减仓 |
| QVAL | EA SERIES TRUST | $52.95万 | 0.01% | 9,550 | -8,752 | -47.8% | -$48.53万 | 减仓 |
| AMLP | ALPS ETF TR | $52.58万 | 0.01% | 10,141 | -126,896 | -92.6% | -$657.93万 | 减仓 |
| RYLD | GLOBAL X FDS | $52.57万 | 0.01% | 32,877 | -18,598 | -36.1% | -$29.74万 | 减仓 |
| CDE | COEUR MNG INC | $52.35万 | 0.01% | 32,080 | 4,871 | 17.9% | $7.95万 | 加仓 |
| VTRS | VIATRIS INC | $52.01万 | 0.01% | 32,752 | 761 | 2.4% | $1.21万 | 加仓 |
| LQD | ISHARES TR | $51.80万 | 0.01% | 4,749 | -105,999 | -95.7% | -$1,156.24万 | 减仓 |
| IVZ | INVESCO LTD | $51.66万 | 0.01% | 19,575 | 2,597 | 15.3% | $6.85万 | 加仓 |
| ITT | ITT INC | $51.42万 | 0.01% | 2,600 | -226 | -8.0% | -$4.47万 | 减仓 |
| PNR | PENTAIR PLC | $51.14万 | 0.01% | 6,671 | 427 | 6.8% | $3.27万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $51.08万 | 0.01% | 16,930 | -27,835 | -62.2% | -$83.98万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $50.87万 | 0.01% | 1,266 | -159 | -11.2% | -$6.39万 | 减仓 |
| SONY | SONY GROUP CORP | $50.87万 | 0.01% | 25,357 | -565 | -2.2% | -$1.13万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $50.81万 | 0.01% | 11,906 | -4,411 | -27.0% | -$18.83万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $50.77万 | 0.01% | 3,362 | 3,362 | — | $50.77万 | 新建仓 |
| JOE | ST JOE CO | $50.14万 | 0.01% | 8,006 | -475 | -5.6% | -$2.97万 | 减仓 |
| TKR | TIMKEN CO | $49.86万 | 0.01% | 3,431 | 800 | 30.4% | $11.63万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $49.75万 | 0.01% | 4,559 | -92,784 | -95.3% | -$1,012.43万 | 减仓 |
| DGRW | WISDOMTREE TR | $49.70万 | 0.01% | 5,198 | -659,681 | -99.2% | -$6,307.87万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $49.69万 | 0.01% | 6,378 | -36,912 | -85.3% | -$287.58万 | 减仓 |
| MKC | MCCORMICK & CO INC | $49.58万 | 0.01% | 9,833 | 1,852 | 23.2% | $9.34万 | 加仓 |
| ROST | ROSS STORES INC | $49.34万 | 0.01% | 2,318 | 111 | 5.0% | $2.36万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $49.09万 | 0.01% | 19,435 | -27 | -0.1% | -$682 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $48.85万 | 0.01% | 2,255 | -78 | -3.3% | -$1.69万 | 减仓 |
| — | TWO RDS SHARED TR | $48.45万 | 0.01% | 57,063 | -1,007 | -1.7% | -$8,549 | 减仓 |
| IWP | ISHARES TR | $48.37万 | 0.01% | 3,304 | -14,061 | -81.0% | -$205.87万 | 减仓 |
| MKL | MARKEL GROUP INC | $48.24万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $48.24万 | 0.01% | 8,844 | 937 | 11.9% | $5.11万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $48.23万 | 0.01% | 18,099 | 1,319 | 7.9% | $3.52万 | 加仓 |
| IX | ORIX CORP | $48.22万 | 0.01% | 12,677 | 12,677 | — | $48.22万 | 新建仓 |
| OKLO | OKLO INC | $48.13万 | 0.01% | 9,198 | 428 | 4.9% | $2.24万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $48.06万 | 0.01% | 82,442 | -4,912 | -5.6% | -$2.86万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $47.88万 | 0.01% | 4,742 | 473 | 11.1% | $4.78万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $47.83万 | 0.01% | 24,049 | 1,238 | 5.4% | $2.46万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $47.82万 | 0.01% | 5,494 | 365 | 7.1% | $3.18万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $47.21万 | 0.01% | 3,888 | -672 | -14.7% | -$8.16万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $47.02万 | 0.01% | 2,282 | 50 | 2.2% | $1.03万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $46.96万 | 0.01% | 753 | 28 | 3.9% | $1.75万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $46.84万 | 0.01% | 26,995 | -184 | -0.7% | -$3,192 | 减仓 |
| AOS | SMITH A O CORP | $46.78万 | 0.01% | 7,459 | 710 | 10.5% | $4.45万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $46.61万 | 0.01% | 18,599 | 1,769 | 10.5% | $4.43万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $46.54万 | 0.01% | 1,596 | -57 | -3.4% | -$1.66万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $46.38万 | 0.01% | 856 | 22 | 2.6% | $1.19万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $46.30万 | 0.01% | 5,724 | 264 | 4.8% | $2.14万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $46.25万 | 0.01% | 5,332 | 7 | 0.1% | $607 | 加仓 |
| — | CYBIN INC | $46.23万 | 0.01% | 69,933 | 69,933 | — | $46.23万 | 新建仓 |
| MUR | MURPHY OIL CORP | $46.05万 | 0.01% | 14,142 | 161 | 1.2% | $5,242 | 加仓 |
| — | BCB BANCORP INC | $45.95万 | 0.01% | 42,860 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $45.89万 | 0.01% | 15,647 | 1,701 | 12.2% | $4.99万 | 加仓 |
| DG | DOLLAR GEN CORP | $45.53万 | 0.01% | 3,955 | -9,965 | -71.6% | -$114.71万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $45.41万 | 0.01% | 17,498 | 6,028 | 52.6% | $15.64万 | 加仓 |