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 |
|---|---|---|---|---|---|---|---|---|
| EXR | EXTRA SPACE STORAGE INC | $33.57万 | 0.01% | 2,310 | 88 | 4.0% | $1.28万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $33.43万 | 0.01% | 2,143 | 131 | 6.5% | $2.04万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $33.39万 | 0.01% | 2,847 | -41,649 | -93.6% | -$488.46万 | 减仓 |
| RIG | TRANSOCEAN LTD | $33.34万 | 0.01% | 68,176 | 13,323 | 24.3% | $6.51万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $33.32万 | 0.01% | 8,744 | 828 | 10.5% | $3.15万 | 加仓 |
| — | WELLS FARGO & CO | $33.29万 | 0.01% | 288 | 1 | 0.3% | $1,156 | 加仓 |
| AEE | AMEREN CORP | $33.15万 | 0.01% | 2,933 | -20 | -0.7% | -$2,261 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.11万 | 0.01% | 3,736 | 9 | 0.2% | $798 | 加仓 |
| CLH | CLEAN HARBORS INC | $33.07万 | 0.01% | 1,107 | -17 | -1.5% | -$5,079 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $32.95万 | 0.01% | 4,349 | -25,203 | -85.3% | -$190.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.58万 | 0.01% | 11,799 | 11,799 | — | $32.58万 | 新建仓 |
| AN | AUTONATION INC | $32.55万 | 0.01% | 1,752 | 57 | 3.4% | $1.06万 | 加仓 |
| E | ENI SPA | $32.44万 | 0.01% | 6,922 | 2,296 | 49.6% | $10.76万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $32.34万 | 0.01% | 4,517 | -477 | -9.6% | -$3.42万 | 减仓 |
| ROKU | ROKU INC | $32.31万 | 0.01% | 2,339 | 171 | 7.9% | $2.36万 | 加仓 |
| SNY | SANOFI SA | $32.30万 | 0.01% | 7,572 | 462 | 6.5% | $1.97万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.01% | 5,000 | -540,754 | -99.1% | -$3,487.86万 | 减仓 |
| EIX | EDISON INTL | $32.18万 | 0.01% | 4,322 | 79 | 1.9% | $5,881 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $32.12万 | 0.01% | 11,427 | -2,812 | -19.7% | -$7.90万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $32.04万 | 0.01% | 3,176 | -42 | -1.3% | -$4,237 | 减仓 |
| SHY | ISHARES TR | $31.89万 | 0.01% | 3,884 | -44,416 | -92.0% | -$364.74万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.76万 | 0.01% | 33,153 | 5,485 | 19.8% | $5.25万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $31.49万 | 0.01% | 2,962 | -14,925 | -83.4% | -$158.67万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $31.44万 | 0.01% | 1,679 | 1,679 | — | $31.44万 | 新建仓 |
| MLPA | GLOBAL X FDS | $31.38万 | 0.01% | 5,911 | -12,928 | -68.6% | -$68.62万 | 减仓 |
| ISCG | ISHARES TR | $31.26万 | 0.01% | 4,769 | -196 | -3.9% | -$1.28万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $31.21万 | 0.01% | 468 | -25 | -5.1% | -$1.67万 | 减仓 |
| CRH | CRH PLC | $31.14万 | 0.01% | 2,910 | 291 | 11.1% | $3.11万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $31.06万 | 0.01% | 15,872 | -889,754 | -98.2% | -$1,741.25万 | 减仓 |
| IREN | IREN LIMITED | $30.74万 | 0.01% | 6,722 | 6,722 | — | $30.74万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $30.13万 | 0.01% | 3,809 | -955 | -20.0% | -$7.55万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $30.11万 | 0.01% | 5,000 | 5,000 | — | $30.11万 | 新建仓 |
| CROX | CROCS INC | $30.00万 | 0.01% | 2,487 | 2,487 | — | $30.00万 | 新建仓 |
| IUSB | ISHARES TR | $29.84万 | 0.01% | 6,465 | -220,361 | -97.1% | -$1,017.00万 | 减仓 |
| IJT | ISHARES TR | $29.75万 | 0.01% | 1,666 | -12,706 | -88.4% | -$226.93万 | 减仓 |
| NOK | NOKIA CORP | $29.71万 | 0.01% | 22,369 | 8,401 | 60.1% | $11.16万 | 加仓 |
| XOP | SPDR SERIES TRUST | $29.70万 | 0.01% | 1,925 | -948 | -33.0% | -$14.62万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $29.69万 | 0.01% | 937 | -6 | -0.6% | -$1,901 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $29.64万 | 0.01% | 6,040 | -101,310 | -94.4% | -$497.13万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.09万 | 0.01% | 557 | -13,680 | -96.1% | -$714.56万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $28.96万 | 0.01% | 5,698 | -12,820 | -69.2% | -$65.16万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $28.95万 | 0.01% | 2,243 | 240 | 12.0% | $3.10万 | 加仓 |
| MINT | PIMCO ETF TR | $28.89万 | 0.01% | 2,866 | -101,284 | -97.2% | -$1,021.04万 | 减仓 |
| BCS | BARCLAYS PLC | $28.82万 | 0.01% | 10,731 | -6,079 | -36.2% | -$16.33万 | 减仓 |
| UNM | UNUM GROUP | $28.79万 | 0.01% | 3,221 | 416 | 14.8% | $3.72万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $28.73万 | 0.01% | 6,577 | -2,656 | -28.8% | -$11.60万 | 减仓 |
| FNB | F N B CORP | $28.72万 | 0.01% | 15,053 | 3,248 | 27.5% | $6.20万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $28.70万 | 0.01% | 12,105 | 12,105 | — | $28.70万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $28.67万 | 0.01% | 17,885 | 6,096 | 51.7% | $9.77万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $28.63万 | 0.01% | 5,430 | -8,944 | -62.2% | -$47.16万 | 减仓 |
| FN | FABRINET | $28.55万 | 0.01% | 508 | 508 | — | $28.55万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $28.41万 | 0.01% | 3,793 | 3,793 | — | $28.41万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $28.12万 | 0.01% | 4,013 | 4,013 | — | $28.12万 | 新建仓 |
| VICI | VICI PPTYS INC | $27.73万 | 0.01% | 10,444 | -1,201 | -10.3% | -$3.19万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $27.49万 | 0.01% | 1,531 | -291 | -16.0% | -$5.22万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $27.30万 | 0.01% | 5,084 | -366 | -6.7% | -$1.97万 | 减仓 |
| BIIB | BIOGEN INC | $27.25万 | 0.01% | 1,261 | 75 | 6.3% | $1.62万 | 加仓 |
| NDAQ | NASDAQ INC | $27.18万 | 0.01% | 3,449 | -131 | -3.7% | -$1.03万 | 减仓 |
| TPHD | TIMOTHY PLAN | $27.12万 | 0.01% | 6,414 | -18,823 | -74.6% | -$79.58万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $27.07万 | 0.01% | 1,141 | -27 | -2.3% | -$6,407 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $26.77万 | 0.01% | 10,043 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $26.73万 | 0.01% | 1,534 | 19 | 1.3% | $3,311 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $26.70万 | 0.01% | 9,468 | 1,266 | 15.4% | $3.57万 | 加仓 |
| RPM | RPM INTL INC | $26.69万 | 0.01% | 2,401 | 294 | 14.0% | $3.27万 | 加仓 |
| MUSA | MURPHY USA INC | $26.67万 | 0.01% | 495 | 8 | 1.6% | $4,311 | 加仓 |
| MSCI | MSCI INC | $26.62万 | 0.01% | 475 | 5 | 1.1% | $2,802 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $26.59万 | 0.01% | 6,701 | -1,598 | -19.3% | -$6.34万 | 减仓 |
| VRSN | VERISIGN INC | $26.41万 | 0.01% | 1,050 | 67 | 6.8% | $1.69万 | 加仓 |
| IYH | ISHARES TR | $26.35万 | 0.01% | 3,932 | -6,467 | -62.2% | -$43.34万 | 减仓 |
| ACWV | ISHARES INC | $26.31万 | 0.01% | 2,188 | -10,792 | -83.1% | -$129.75万 | 减仓 |
| ASST | STRIVE INC | $26.20万 | 0.01% | 24,018 | 24,018 | — | $26.20万 | 新建仓 |
| BN | BROOKFIELD CORP | $26.04万 | 0.01% | 6,115 | -2,215 | -26.6% | -$9.43万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.01万 | 0.01% | 7,813 | -199,314 | -96.2% | -$663.52万 | 减仓 |
| WDAY | WORKDAY INC | $26.00万 | 0.01% | 2,124 | -80 | -3.6% | -$9,794 | 重新持有 |
| KEY | KEYCORP | $25.85万 | 0.01% | 11,216 | -346 | -3.0% | -$7,975 | 减仓 |
| CXT | CRANE NXT CO | $25.84万 | 0.01% | 5,051 | -25 | -0.5% | -$1,279 | 减仓 |
| HEI/A | HEICO CORP NEW | $25.80万 | 0.01% | 1,000 | 99 | 11.0% | $2.55万 | 重新持有 |
| IWS | ISHARES TR | $25.76万 | 0.01% | 1,565 | -15,073 | -90.6% | -$248.10万 | 减仓 |
| NBTB | NBT BANCORP INC | $25.75万 | 0.01% | 5,216 | 41 | 0.8% | $2,024 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $25.68万 | 0.01% | 17,674 | 17,674 | — | $25.68万 | 新建仓 |
| ELF | E L F BEAUTY INC | $25.64万 | 0.01% | 3,465 | 306 | 9.7% | $2.26万 | 重新持有 |
| IGSB | ISHARES TR | $25.59万 | 0.01% | 4,883 | -60,620 | -92.5% | -$317.71万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $25.58万 | 0.01% | 4,192 | -1,981 | -32.1% | -$12.09万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $25.53万 | 0.01% | 6,794 | 616 | 10.0% | $2.31万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.50万 | 0.01% | 1,938 | -103 | -5.0% | -$1.36万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.44万 | 0.01% | 3,062 | -49,098 | -94.1% | -$407.86万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $25.31万 | 0.01% | 6,489 | 304 | 4.9% | $1.19万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $25.31万 | 0.01% | 8,845 | 8,845 | — | $25.31万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $25.23万 | 0.01% | 5,455 | 5,455 | — | $25.23万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $25.16万 | 0.01% | 5,752 | -166,758 | -96.7% | -$729.57万 | 减仓 |
| DLS | WISDOMTREE TR | $25.14万 | 0.01% | 3,000 | -127 | -4.1% | -$1.06万 | 减仓 |
| TLTW | ISHARES TR | $25.11万 | 0.01% | 11,240 | -17,345 | -60.7% | -$38.75万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $25.10万 | 0.01% | 8,576 | -15,169 | -63.9% | -$44.40万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $25.03万 | 0.01% | 9,650 | -9,315 | -49.1% | -$24.16万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $24.96万 | 0.01% | 4,650 | -1,019 | -18.0% | -$5.47万 | 减仓 |
| SHV | ISHARES TR | $24.93万 | 0.01% | 2,259 | -59,543 | -96.3% | -$657.14万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $24.91万 | 0.01% | 655 | 655 | — | $24.91万 | 新建仓 |
| NOBL | PROSHARES TR | $24.84万 | 0.01% | 4,423 | -14,443 | -76.6% | -$81.10万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.82万 | 0.01% | 2,098 | -84 | -3.8% | -$9,938 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $24.79万 | 0.01% | 10,119 | 10,119 | — | $24.79万 | 新建仓 |