Innovative Asset Advisors Group, LLC
SHELTON CT · SEC CIK 0002127147
$2.29亿2026Q2 申报市值
287持仓数
40.9%前十大占比 · 第一大 12.7%
60 / 812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
ASML 加仓+$1,059.97万
CAIE 新建仓+$1,001.14万
ICE 新建仓+$326.24万
SPY 新建仓+$254.96万
CALAMOS LADDERED 新建仓+$242.24万
2026Q2 卖出最多 按季末市值估算
AEP 减仓-$7,785.53万
TBIL 清仓-$100.25万
NBIS 减仓-$67.11万
BIL 清仓-$58.10万
NFLX 清仓-$42.66万
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 |
|---|---|---|---|---|---|---|---|---|
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -1,037 | -100.0% | -$2.88万 | 清仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$2.87万 | 清仓 |
| MC | MOELIS & CO CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$2.85万 | 清仓 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $0 | 0.00% | 0 | -1,350 | -100.0% | -$2.84万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -123 | -100.0% | -$2.84万 | 清仓 |
| REG | REGENCY CTRS CORP COM | $0 | 0.00% | 0 | -372 | -100.0% | -$2.84万 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.82万 | 清仓 |
| CLS | CELESTICA INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2.82万 | 清仓 |
| EXEL | EXELIXIS INC COM | $0 | 0.00% | 0 | -656 | -100.0% | -$2.81万 | 清仓 |
| WHR | WHIRLPOOL CORP COM | $0 | 0.00% | 0 | -518 | -100.0% | -$2.79万 | 清仓 |
| VMI | VALMONT INDS INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$2.76万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC COM | $0 | 0.00% | 0 | -2,353 | -100.0% | -$2.73万 | 清仓 |
| FLS | FLOWSERVE CORP COM | $0 | 0.00% | 0 | -368 | -100.0% | -$2.71万 | 清仓 |
| THG | HANOVER INS GROUP INC COM | $0 | 0.00% | 0 | -156 | -100.0% | -$2.70万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | -486 | -100.0% | -$2.69万 | 清仓 |
| — | TOPBUILD COR COM | $0 | 0.00% | 0 | -76 | -100.0% | -$2.67万 | 清仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$2.66万 | 清仓 |
| RNG | RINGCENTRAL INC CL A | $0 | 0.00% | 0 | -715 | -100.0% | -$2.66万 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -175 | -100.0% | -$2.63万 | 清仓 |
| FBND | FIDELITY TOTAL BOND ETF | $0 | 0.00% | 0 | -572 | -100.0% | -$2.62万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $0 | 0.00% | 0 | -335 | -100.0% | -$2.61万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -359 | -100.0% | -$2.60万 | 清仓 |
| VLO | VALERO ENERGY CORP COM | $0 | 0.00% | 0 | -105 | -100.0% | -$2.59万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$2.59万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -414 | -100.0% | -$2.54万 | 清仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $0 | 0.00% | 0 | -134 | -100.0% | -$2.53万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -188 | -100.0% | -$2.48万 | 清仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $0 | 0.00% | 0 | -634 | -100.0% | -$2.48万 | 清仓 |
| INFQ | INFLEQTION INC COM SHS | $0 | 0.00% | 0 | -2,500 | -100.0% | -$2.45万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.45万 | 清仓 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -301 | -100.0% | -$2.44万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -56 | -100.0% | -$2.44万 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -2,553 | -100.0% | -$2.43万 | 清仓 |
| RDDT | REDDIT INC CL A | $0 | 0.00% | 0 | -179 | -100.0% | -$2.41万 | 清仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $0 | 0.00% | 0 | -1,050 | -100.0% | -$2.41万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -260 | -100.0% | -$2.40万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$2.39万 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -2,146 | -100.0% | -$2.38万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -937 | -100.0% | -$2.38万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $0 | 0.00% | 0 | -243 | -100.0% | -$2.37万 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -333 | -100.0% | -$2.36万 | 清仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $0 | 0.00% | 0 | -83 | -100.0% | -$2.36万 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -88 | -100.0% | -$2.35万 | 清仓 |
| LOPE | GRAND CANYON ED INC COM | $0 | 0.00% | 0 | -138 | -100.0% | -$2.35万 | 清仓 |
| USAR | USA RARE EARTH INC COM | $0 | 0.00% | 0 | -1,550 | -100.0% | -$2.35万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$2.30万 | 清仓 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | -158 | -100.0% | -$2.30万 | 清仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $0 | 0.00% | 0 | -315 | -100.0% | -$2.29万 | 清仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $0 | 0.00% | 0 | -232 | -100.0% | -$2.29万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$2.29万 | 清仓 |
| KBR | KBR INC COM | $0 | 0.00% | 0 | -618 | -100.0% | -$2.28万 | 清仓 |
| MTCH | MATCH GROUP INC NEW COM | $0 | 0.00% | 0 | -741 | -100.0% | -$2.28万 | 清仓 |
| BROS | DUTCH BROS INC CL A | $0 | 0.00% | 0 | -449 | -100.0% | -$2.27万 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -365 | -100.0% | -$2.24万 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -102 | -100.0% | -$2.24万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $0 | 0.00% | 0 | -500 | -100.0% | -$2.22万 | 清仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $0 | 0.00% | 0 | -263 | -100.0% | -$2.22万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $0 | 0.00% | 0 | -1,283 | -100.0% | -$2.18万 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -234 | -100.0% | -$2.18万 | 清仓 |
| CCJ | CAMECO CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$2.17万 | 清仓 |
| TWLO | TWILIO INC CL A | $0 | 0.00% | 0 | -172 | -100.0% | -$2.16万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $0 | 0.00% | 0 | -164 | -100.0% | -$2.15万 | 清仓 |
| ADEA | ADEIA INC COM | $0 | 0.00% | 0 | -887 | -100.0% | -$2.13万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$2.13万 | 清仓 |
| HXL | HEXCEL CORP NEW COM | $0 | 0.00% | 0 | -262 | -100.0% | -$2.12万 | 清仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$2.12万 | 清仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -450 | -100.0% | -$2.12万 | 清仓 |
| CPA | COPA HOLDINGS SA CL A | $0 | 0.00% | 0 | -186 | -100.0% | -$2.11万 | 清仓 |
| UVXY | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$2.09万 | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | -297 | -100.0% | -$2.06万 | 清仓 |
| RVTY | REVVITY INC COM | $0 | 0.00% | 0 | -235 | -100.0% | -$2.06万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $0 | 0.00% | 0 | -254 | -100.0% | -$2.04万 | 清仓 |
| ES | EVERSOURCE ENERGY COM | $0 | 0.00% | 0 | -293 | -100.0% | -$2.03万 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | -183 | -100.0% | -$2.00万 | 清仓 |
| — | ELECTRONIC ARTS INC COM | $0 | 0.00% | 0 | -98 | -100.0% | -$2.00万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $0 | 0.00% | 0 | -236 | -100.0% | -$1.98万 | 清仓 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$1.97万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -335 | -100.0% | -$1.96万 | 清仓 |
| TSSI | TSS INC DEL COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.95万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $0 | 0.00% | 0 | -1,050 | -100.0% | -$1.95万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -215 | -100.0% | -$1.95万 | 清仓 |
| COHR | COHERENT CORP COM | $0 | 0.00% | 0 | -81 | -100.0% | -$1.93万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -302 | -100.0% | -$1.90万 | 清仓 |
| MFC | MANULIFE FINL CORP COM | $0 | 0.00% | 0 | -548 | -100.0% | -$1.89万 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$1.88万 | 清仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $0 | 0.00% | 0 | -373 | -100.0% | -$1.87万 | 清仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -138 | -100.0% | -$1.87万 | 清仓 |
| AEE | AMEREN CORP COM | $0 | 0.00% | 0 | -170 | -100.0% | -$1.87万 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -199 | -100.0% | -$1.86万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -290 | -100.0% | -$1.80万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -92 | -100.0% | -$1.80万 | 清仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$1.79万 | 清仓 |
| BBWI | BATH & BODY WORKS INC COM | $0 | 0.00% | 0 | -957 | -100.0% | -$1.79万 | 清仓 |
| SII | SPROTT INC COM NEW | $0 | 0.00% | 0 | -125 | -100.0% | -$1.79万 | 清仓 |
| UAA | UNDER ARMOUR INC CL A | $0 | 0.00% | 0 | -3,083 | -100.0% | -$1.79万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $0 | 0.00% | 0 | -266 | -100.0% | -$1.78万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -136 | -100.0% | -$1.78万 | 清仓 |
| KBWB | INVESCO KBW BANK ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$1.78万 | 清仓 |
| — | SOLANA ETF | $0 | 0.00% | 0 | -2,125 | -100.0% | -$1.78万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -300 | -100.0% | -$1.77万 | 清仓 |