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 |
|---|---|---|---|---|---|---|---|---|
| UNFI | UNITED NAT FOODS INC | $106.70万 | 0.01% | 23,680 | 6,527 | 38.1% | $29.41万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $106.63万 | 0.01% | 8,933 | 8,933 | — | $106.63万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $106.61万 | 0.01% | 15,841 | -1,229 | -7.2% | -$8.27万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $106.08万 | 0.01% | 6,075 | -915 | -13.1% | -$15.98万 | 减仓 |
| CCL | CARNIVAL CORP | $105.78万 | 0.01% | 40,874 | -42,600 | -51.0% | -$110.25万 | 减仓 |
| PPL | PPL CORP | $105.76万 | 0.01% | 27,685 | 4,535 | 19.6% | $17.32万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $105.58万 | 0.01% | 23,540 | 23,540 | — | $105.58万 | 新建仓 |
| STIP | ISHARES TR | $105.58万 | 0.01% | 10,208 | 10,208 | — | $105.58万 | 新建仓 |
| BKGI | BNY MELLON ETF TRUST | $104.92万 | 0.01% | 23,556 | 23,556 | — | $104.92万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $104.89万 | 0.01% | 3,696 | -73 | -1.9% | -$2.07万 | 减仓 |
| P | EVERPURE INC | $104.71万 | 0.01% | 17,736 | -1,035 | -5.5% | -$6.11万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $104.45万 | 0.01% | 10,881 | -1,207 | -10.0% | -$11.59万 | 减仓 |
| TPHD | TIMOTHY PLAN | $104.38万 | 0.01% | 25,237 | 16,669 | 194.5% | $68.94万 | 加仓 |
| ECL | ECOLAB INC | $104.22万 | 0.01% | 3,918 | -688 | -14.9% | -$18.30万 | 减仓 |
| O | REALTY INCOME CORP | $104.08万 | 0.01% | 17,013 | -2,000 | -10.5% | -$12.24万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $103.22万 | 0.01% | 60,360 | 60,360 | — | $103.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $103.18万 | 0.01% | 26,552 | 26,552 | — | $103.18万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $103.09万 | 0.01% | 2,529 | 751 | 42.2% | $30.61万 | 加仓 |
| DTD | WISDOMTREE TR | $102.89万 | 0.01% | 11,914 | 11,914 | — | $102.89万 | 新建仓 |
| LRGE | LEGG MASON ETF INVT | $102.85万 | 0.01% | 13,677 | 13,677 | — | $102.85万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $102.82万 | 0.01% | 5,199 | 316 | 6.5% | $6.25万 | 加仓 |
| AGNC | AGNC INVT CORP | $102.72万 | 0.01% | 102,411 | -2,054 | -2.0% | -$2.06万 | 减仓 |
| IAUM | ISHARES GOLD TR | $102.57万 | 0.01% | 21,964 | 21,964 | — | $102.57万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $102.41万 | 0.01% | 12,709 | 12,709 | — | $102.41万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $102.39万 | 0.01% | 16,317 | -1,157 | -6.6% | -$7.26万 | 减仓 |
| SHYG | ISHARES TR | $102.24万 | 0.01% | 24,166 | 24,166 | — | $102.24万 | 新建仓 |
| FLR | FLUOR CORP | $102.23万 | 0.01% | 21,914 | 862 | 4.1% | $4.02万 | 加仓 |
| CME | CME GROUP INC | $101.67万 | 0.01% | 3,443 | -190 | -5.2% | -$5.61万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $101.54万 | 0.01% | 35,904 | -279 | -0.8% | -$7,890 | 减仓 |
| MLPA | GLOBAL X FDS | $101.48万 | 0.01% | 18,839 | 18,839 | — | $101.48万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $101.47万 | 0.01% | 3,337 | 118 | 3.7% | $3.59万 | 加仓 |
| — | NEUBERGER R/EST SECS INC FD | $101.22万 | 0.01% | 356,420 | 356,420 | — | $101.22万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $101.21万 | 0.01% | 22,112 | 3,380 | 18.0% | $15.47万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $100.78万 | 0.01% | 22,139 | 22,139 | — | $100.78万 | 新建仓 |
| HUT | HUT 8 CORP | $100.69万 | 0.01% | 21,465 | 1,006 | 4.9% | $4.72万 | 加仓 |
| OMC | OMNICOM GROUP INC | $100.38万 | 0.01% | 13,329 | 9,719 | 269.2% | $73.19万 | 加仓 |
| NOBL | PROSHARES TR | $100.00万 | 0.01% | 9,433 | 9,433 | — | $100.00万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $99.83万 | 0.01% | 15,323 | 15,323 | — | $99.83万 | 新建仓 |
| IGF | ISHARES TR | $99.55万 | 0.01% | 14,858 | 14,858 | — | $99.55万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $99.49万 | 0.01% | 13,977 | 480 | 3.6% | $3.42万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $98.14万 | 0.01% | 15,753 | 15,753 | — | $98.14万 | 新建仓 |
| PALC | PACER FDS TR | $97.98万 | 0.01% | 18,912 | 18,912 | — | $97.98万 | 新建仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $97.97万 | 0.01% | 29,105 | 22,750 | 358.0% | $76.58万 | 加仓 |
| LRN | STRIDE INC | $97.22万 | 0.01% | 11,026 | 209 | 1.9% | $1.84万 | 加仓 |
| NUBD | NUSHARES ETF TR | $97.08万 | 0.01% | 43,711 | 43,711 | — | $97.08万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $96.50万 | 0.01% | 4,682 | 10 | 0.2% | $2,061 | 加仓 |
| EQNR | EQUINOR ASA | $96.48万 | 0.01% | 22,863 | 1,395 | 6.5% | $5.89万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $96.16万 | 0.01% | 4,737 | -13,377 | -73.8% | -$271.55万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $96.06万 | 0.01% | 11,654 | 11,654 | — | $96.06万 | 新建仓 |
| LAD | LITHIA MTRS INC | $95.80万 | 0.01% | 3,836 | -1,206 | -23.9% | -$30.12万 | 减仓 |
| TDI | TOUCHSTONE ETF TRUST | $95.54万 | 0.01% | 23,168 | 23,168 | — | $95.54万 | 新建仓 |
| QVAL | EA SERIES TRUST | $95.43万 | 0.01% | 18,302 | 8,752 | 91.6% | $45.63万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $95.24万 | 0.01% | 25,608 | 25,608 | — | $95.24万 | 新建仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $95.23万 | 0.01% | 45,890 | 45,890 | — | $95.23万 | 新建仓 |
| TWLO | TWILIO INC | $95.15万 | 0.01% | 7,562 | 1,850 | 32.4% | $23.28万 | 加仓 |
| XBI | SPDR SERIES TRUST | $94.88万 | 0.01% | 7,428 | 7,428 | — | $94.88万 | 新建仓 |
| ICVT | ISHARES TR | $94.63万 | 0.01% | 9,297 | 9,297 | — | $94.63万 | 新建仓 |
| QMOM | EA SERIES TRUST | $94.50万 | 0.01% | 13,833 | 13,833 | — | $94.50万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $93.92万 | 0.01% | 26,553 | 26,553 | — | $93.92万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $93.35万 | 0.01% | 9,319 | 9,319 | — | $93.35万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $92.75万 | 0.01% | 12,930 | 12,930 | — | $92.75万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $92.70万 | 0.01% | 19,023 | -6,161 | -24.5% | -$30.02万 | 减仓 |
| EG | EVEREST GROUP LTD | $92.61万 | 0.01% | 2,833 | 169 | 6.3% | $5.52万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $92.53万 | 0.01% | 18,518 | 12,464 | 205.9% | $62.28万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $92.35万 | 0.01% | 28,851 | -5,889 | -17.0% | -$18.85万 | 减仓 |
| BROS | DUTCH BROS INC | $91.90万 | 0.01% | 18,140 | -1,832 | -9.2% | -$9.28万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $91.24万 | 0.01% | 22,966 | 16,124 | 235.7% | $64.06万 | 重新持有 |
| SRE | SEMPRA | $91.13万 | 0.01% | 9,379 | 426 | 4.8% | $4.14万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $90.65万 | 0.01% | 7,122 | -762 | -9.7% | -$9.70万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $90.62万 | 0.01% | 9,302 | -79,464 | -89.5% | -$774.14万 | 减仓 |
| MGC | VANGUARD WORLD FD | $90.60万 | 0.01% | 3,833 | 3,833 | — | $90.60万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $90.57万 | 0.01% | 57,614 | 46,357 | 411.8% | $72.87万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $89.91万 | 0.01% | 10,900 | -703 | -6.1% | -$5.80万 | 减仓 |
| SGOL | ETFS GOLD TR | $89.76万 | 0.01% | 20,116 | 20,116 | — | $89.76万 | 新建仓 |
| VTR | VENTAS INC | $89.63万 | 0.01% | 10,959 | 7 | 0.1% | $572 | 加仓 |
| NVR | NVR INC | $89.62万 | 0.01% | 136 | 4 | 3.0% | $2.64万 | 加仓 |
| COR | CENCORA INC | $89.62万 | 0.01% | 2,853 | 669 | 30.6% | $21.01万 | 加仓 |
| DTM | DT MIDSTREAM INC | $89.56万 | 0.01% | 6,650 | -1,494 | -18.3% | -$20.12万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $89.47万 | 0.01% | 47,088 | 47,088 | — | $89.47万 | 新建仓 |
| IBD | NORTHERN LTS FD TR IV | $89.24万 | 0.01% | 37,407 | 37,407 | — | $89.24万 | 新建仓 |
| F | FORD MTR CO | $88.99万 | 0.01% | 77,112 | -10,941 | -12.4% | -$12.63万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $88.82万 | 0.01% | 4,359 | 4,359 | — | $88.82万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $88.70万 | 0.01% | 4,491 | -1,733 | -27.8% | -$34.23万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $88.58万 | 0.01% | 6,459 | 14 | 0.2% | $1,920 | 加仓 |
| CTVA | CORTEVA INC | $88.44万 | 0.01% | 10,565 | 628 | 6.3% | $5.26万 | 加仓 |
| ISCV | ISHARES TR | $88.24万 | 0.01% | 12,695 | 12,695 | — | $88.24万 | 新建仓 |
| R | RYDER SYS INC | $88.11万 | 0.01% | 4,304 | -251 | -5.5% | -$5.14万 | 重新持有 |
| ATR | APTARGROUP INC | $88.00万 | 0.01% | 6,983 | 6,983 | — | $88.00万 | 新建仓 |
| EXC | EXELON CORP | $87.96万 | 0.01% | 17,943 | -2,083 | -10.4% | -$10.21万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $87.92万 | 0.01% | 18,924 | 633 | 3.5% | $2.94万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $87.86万 | 0.01% | 11,677 | 316 | 2.8% | $2.38万 | 加仓 |
| IDV | ISHARES TR | $87.80万 | 0.01% | 20,631 | 20,631 | — | $87.80万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $87.56万 | 0.01% | 2,150 | 514 | 31.4% | $20.93万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $87.52万 | 0.01% | 3,798 | -26,419 | -87.4% | -$608.81万 | 减仓 |
| IEI | ISHARES TR | $87.11万 | 0.01% | 7,345 | 7,345 | — | $87.11万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $87.05万 | 0.01% | 3,383 | 3,383 | — | $87.05万 | 新建仓 |
| XSOE | WISDOMTREE TR | $86.22万 | 0.01% | 21,501 | 21,501 | — | $86.22万 | 新建仓 |
| GSK | GSK PLC | $86.19万 | 0.01% | 15,618 | 263 | 1.7% | $1.45万 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $85.48万 | 0.01% | 13,750 | 13,750 | — | $85.48万 | 新建仓 |
| XEL | XCEL ENERGY INC | $85.40万 | 0.01% | 10,751 | -42 | -0.4% | -$3,336 | 减仓 |