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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $131.49万 | 0.01% | 4,668 | -27,125 | -85.3% | -$764.06万 | 减仓 |
| TXUE | THORNBURG ETF TR | $131.30万 | 0.01% | 40,788 | 40,788 | — | $131.30万 | 新建仓 |
| PAVE | GLOBAL X FDS | $131.18万 | 0.01% | 25,817 | 20,591 | 394.0% | $104.62万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $130.88万 | 0.01% | 9,670 | -203 | -2.1% | -$2.75万 | 减仓 |
| GWW | WW GRAINGER INC | $130.30万 | 0.01% | 1,194 | 45 | 3.9% | $4.91万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $129.72万 | 0.01% | 18,786 | 1,674 | 9.8% | $11.56万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $129.67万 | 0.01% | 28,031 | -1,736 | -5.8% | -$8.03万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $129.17万 | 0.01% | 52,960 | 52,960 | — | $129.17万 | 新建仓 |
| DHR | DANAHER CORP DEL | $129.13万 | 0.01% | 6,810 | 1,833 | 36.8% | $34.76万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $129.05万 | 0.01% | 32,687 | 32,687 | — | $129.05万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $128.89万 | 0.01% | 17,018 | 17,018 | — | $128.89万 | 新建仓 |
| MPC | MARATHON PETE CORP | $128.78万 | 0.01% | 5,274 | -8,157 | -60.7% | -$199.18万 | 减仓 |
| NVO | NOVO-NORDISK A S | $127.92万 | 0.01% | 34,808 | -3,981 | -10.3% | -$14.63万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $127.63万 | 0.01% | 12,960 | 12,960 | — | $127.63万 | 新建仓 |
| CI | THE CIGNA GROUP | $127.39万 | 0.01% | 4,776 | -199 | -4.0% | -$5.31万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $126.41万 | 0.01% | 28,274 | 28,274 | — | $126.41万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $125.44万 | 0.01% | 17,278 | 157 | 0.9% | $1.14万 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $124.83万 | 0.01% | 121,315 | 121,315 | — | $124.83万 | 新建仓 |
| NVS | NOVARTIS AG | $124.55万 | 0.01% | 8,153 | 307 | 3.9% | $4.69万 | 加仓 |
| KVUE | KENVUE INC | $124.34万 | 0.01% | 72,121 | -1,296 | -1.8% | -$2.23万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $124.31万 | 0.01% | 47,792 | 47,792 | — | $124.31万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $123.54万 | 0.01% | 6,688 | -76 | -1.1% | -$1.40万 | 减仓 |
| LDUR | PIMCO ETF TR | $123.51万 | 0.01% | 12,889 | 12,889 | — | $123.51万 | 新建仓 |
| ALLE | ALLEGION PLC | $123.45万 | 0.01% | 8,497 | 3,233 | 61.4% | $46.97万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $123.31万 | 0.01% | 31,780 | -19 | -0.1% | -$737 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $123.20万 | 0.01% | 28,948 | 28,948 | — | $123.20万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $122.92万 | 0.01% | 9,585 | 9,585 | — | $122.92万 | 新建仓 |
| FISV | FISERV INC | $122.76万 | 0.01% | 22,000 | -626 | -2.8% | -$3.49万 | 减仓 |
| WRB | BERKLEY W R CORP | $122.68万 | 0.01% | 18,509 | -16,227 | -46.7% | -$107.55万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $122.62万 | 0.01% | 8,865 | 8,865 | — | $122.62万 | 新建仓 |
| GNTX | GENTEX CORP | $121.88万 | 0.01% | 55,779 | -15,247 | -21.5% | -$33.32万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $121.73万 | 0.01% | 2,572 | -318 | -11.0% | -$15.05万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $121.57万 | 0.01% | 19,305 | 19,305 | — | $121.57万 | 新建仓 |
| YUM | YUM BRANDS INC | $121.46万 | 0.01% | 7,812 | 3 | 0.0% | $466 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $121.10万 | 0.01% | 58,506 | 58,506 | — | $121.10万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $120.84万 | 0.01% | 43,391 | 26,713 | 160.2% | $74.40万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $120.67万 | 0.01% | 20,638 | -3,690 | -15.2% | -$21.58万 | 减仓 |
| TER | TERADYNE INC | $120.28万 | 0.01% | 4,057 | 2,054 | 102.5% | $60.89万 | 加仓 |
| IGIB | ISHARES TR | $119.92万 | 0.01% | 22,533 | 10,538 | 87.9% | $56.08万 | 加仓 |
| — | TWO RDS SHARED TR | $119.92万 | 0.01% | 71,677 | 7,514 | 11.7% | $12.57万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $119.88万 | 0.01% | 7,235 | 7,235 | — | $119.88万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $119.82万 | 0.01% | 20,285 | 10,568 | 108.8% | $62.42万 | 加仓 |
| — | MATTHEWS INTL FDS | $119.39万 | 0.01% | 34,271 | 1,362 | 4.1% | $4.74万 | 加仓 |
| MELI | MERCADOLIBRE INC | $118.90万 | 0.01% | 688 | -66 | -8.8% | -$11.41万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $118.82万 | 0.01% | 62,537 | 62,537 | — | $118.82万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $118.71万 | 0.01% | 15,004 | 1,615 | 12.1% | $12.78万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $118.51万 | 0.01% | 17,318 | 17,318 | — | $118.51万 | 新建仓 |
| CRWV | COREWEAVE INC | $117.07万 | 0.01% | 15,111 | 10,132 | 203.5% | $78.49万 | 加仓 |
| EFX | EQUIFAX INC | $116.77万 | 0.01% | 6,485 | -784 | -10.8% | -$14.12万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $116.49万 | 0.01% | 23,491 | 23,491 | — | $116.49万 | 新建仓 |
| SHLD | GLOBAL X FDS | $116.36万 | 0.01% | 16,426 | 16,426 | — | $116.36万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $116.31万 | 0.01% | 25,652 | 25,652 | — | $116.31万 | 新建仓 |
| FE | FIRSTENERGY CORP | $116.18万 | 0.01% | 22,933 | -40 | -0.2% | -$2,026 | 减仓 |
| VCR | VANGUARD WORLD FD | $116.15万 | 0.01% | 3,235 | 1,689 | 109.2% | $60.64万 | 加仓 |
| SSRM | SSR MINING IN | $116.11万 | 0.01% | 39,498 | -135,732 | -77.5% | -$398.99万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $115.93万 | 0.01% | 12,786 | -273 | -2.1% | -$2.48万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $115.90万 | 0.01% | 25,406 | 25,406 | — | $115.90万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $115.36万 | 0.01% | 22,248 | -2,375 | -9.6% | -$12.31万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $115.14万 | 0.01% | 26,413 | 26,413 | — | $115.14万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $114.83万 | 0.01% | 3,678 | 3,678 | — | $114.83万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $114.76万 | 0.01% | 9,172 | 9,172 | — | $114.76万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $114.76万 | 0.01% | 23,095 | -373 | -1.6% | -$1.85万 | 减仓 |
| CLX | CLOROX CO DEL | $114.71万 | 0.01% | 11,069 | -3,369 | -23.3% | -$34.91万 | 减仓 |
| FRDM | EA SERIES TRUST | $114.47万 | 0.01% | 20,947 | 20,947 | — | $114.47万 | 新建仓 |
| IOO | ISHARES TR | $114.40万 | 0.01% | 9,457 | 9,457 | — | $114.40万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $114.19万 | 0.01% | 15,699 | -1,756 | -10.1% | -$12.77万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $113.59万 | 0.01% | 75,126 | 39 | 0.1% | $590 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $113.58万 | 0.01% | 21,233 | -17,945 | -45.8% | -$95.99万 | 减仓 |
| KKR | KKR & CO INC | $113.35万 | 0.01% | 12,254 | -4,588 | -27.2% | -$42.44万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $112.96万 | 0.01% | 28,613 | 28,613 | — | $112.96万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $112.58万 | 0.01% | 46,387 | 46,387 | — | $112.58万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $112.48万 | 0.01% | 12,681 | 1,389 | 12.3% | $12.32万 | 加仓 |
| SYY | SYSCO CORP | $112.18万 | 0.01% | 15,728 | -2,159 | -12.1% | -$15.40万 | 减仓 |
| SUB | ISHARES TR | $111.87万 | 0.01% | 10,504 | 10,504 | — | $111.87万 | 新建仓 |
| MCO | MOODYS CORP | $111.69万 | 0.01% | 2,560 | -76 | -2.9% | -$3.32万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $111.52万 | 0.01% | 27,900 | 27,900 | — | $111.52万 | 新建仓 |
| OBIL | RBB FD INC | $111.41万 | 0.01% | 22,249 | 22,249 | — | $111.41万 | 新建仓 |
| NET | CLOUDFLARE INC | $111.25万 | 0.01% | 5,391 | -5,888 | -52.2% | -$121.51万 | 减仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $110.55万 | 0.01% | 137,500 | 137,500 | — | $110.55万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $110.25万 | 0.01% | 22,332 | -5,946 | -21.0% | -$29.35万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $110.22万 | 0.01% | 6,123 | 28 | 0.5% | $5,040 | 加仓 |
| DHI | D R HORTON INC | $110.13万 | 0.01% | 8,025 | -2,451 | -23.4% | -$33.64万 | 减仓 |
| AMCR | AMCOR PLC | $110.05万 | 0.01% | 27,685 | 27,685 | — | $110.05万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $109.90万 | 0.01% | 8,389 | -64 | -0.8% | -$8,385 | 减仓 |
| CPRT | COPART INC | $109.72万 | 0.01% | 33,049 | 17,989 | 119.4% | $59.72万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $109.72万 | 0.01% | 5,274 | 5,274 | — | $109.72万 | 新建仓 |
| SNDK | SANDISK CORP | $109.68万 | 0.01% | 1,726 | 651 | 60.6% | $41.37万 | 加仓 |
| TTE | TOTALENERGIES SE | $109.10万 | 0.01% | 11,992 | -2,395 | -16.6% | -$21.79万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $108.86万 | 0.01% | 24,069 | 1,472 | 6.5% | $6.66万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $108.80万 | 0.01% | 25,764 | -29 | -0.1% | -$1,225 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $108.74万 | 0.01% | 39,932 | 39,932 | — | $108.74万 | 新建仓 |
| POWL | POWELL INDS INC | $108.51万 | 0.01% | 2,005 | 332 | 19.8% | $17.97万 | 加仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $108.29万 | 0.01% | 49,084 | 49,084 | — | $108.29万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $108.09万 | 0.01% | 43,273 | 43,273 | — | $108.09万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $107.98万 | 0.01% | 20,634 | 12,944 | 168.3% | $67.74万 | 加仓 |
| ABNB | AIRBNB INC | $107.57万 | 0.01% | 8,518 | -565 | -6.2% | -$7.13万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $106.83万 | 0.01% | 2,462 | 74 | 3.1% | $3.21万 | 加仓 |
| — | FIRST TR SR FLTG RATE INCOME | $106.83万 | 0.01% | 110,815 | 110,815 | — | $106.83万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $106.74万 | 0.01% | 30,069 | 7,599 | 33.8% | $26.98万 | 加仓 |
| QUS | SPDR SERIES TRUST | $106.74万 | 0.01% | 6,219 | 6,219 | — | $106.74万 | 新建仓 |