13F 机构持仓

Innovative Asset Advisors Group, LLC

SHELTON CT · SEC CIK 0002127147

2026Q22026Q1 更早 9 个季度 🔒
$2.47亿2026Q1 申报市值
1,039持仓数
54.7%前十大占比 · 第一大 30.4%
0 / 0新建仓 / 清仓
申报市值走势$2.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AEP 30.4%
NVDA 10.3%
AAPL 3.6%
MSFT 2.6%
AMZN 1.8%
GOOG 1.4%
AVGO 1.4%
GLD 1.2%
NBIS 1.0%
DIMENSIONAL U. 1.0%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $1.03万0.00%149 —— — —
APH AMPHENOL CORP CL A $1.04万0.00%82 —— — —
ABEV AMBEV SA SPONSORED ADR $1.04万0.00%3,566 —— — —
WAB WABTEC COM $1.05万0.00%42 —— — —
BWA BORGWARNER INC COM $1.05万0.00%194 —— — —
TLN TALEN ENERGY CORP COM $1.05万0.00%33 —— — —
ALB ALBEMARLE CORP COM $1.06万0.00%59 —— — —
AG FIRST MAJESTIC SILVER CORP COM $1.07万0.00%500 —— — —
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $1.08万0.00%450 —— — —
— FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF $1.08万0.00%300 —— — —
DBX DROPBOX INC CL A $1.08万0.00%476 —— — —
— VERU INC COM NEW $1.08万0.00%4,900 —— — —
RMBS RAMBUS INC DEL COM $1.08万0.00%126 —— — —
FITB FIFTH THIRD BANCORP COM $1.09万0.00%232 —— — —
UGI UGI CORP NEW COM $1.09万0.00%296 —— — —
SHOP SHOPIFY INC CL A SUB VTG SHS $1.09万0.00%92 —— — —
P EVERPURE INC CL A $1.09万0.00%185 —— — —
EXE EXPAND ENERGY CORPORATION COM $1.10万0.00%100 —— — —
SOBO SOUTH BOW CORP COM $1.10万0.00%326 —— — —
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $1.11万0.00%294 —— — —
BFLY BUTTERFLY NETWORK INC COM CL A $1.11万0.00%2,750 —— — —
SAP SAP SE SPON ADR $1.11万0.00%65 —— — —
TAN INVESCO SOLAR ETF $1.11万0.00%200 —— — —
TPR TAPESTRY INC COM $1.11万0.00%79 —— — —
EFX EQUIFAX INC COM $1.12万0.00%62 —— — —
KHC KRAFT HEINZ CO COM $1.12万0.00%500 —— — —
ESGV VANGUARD ESG U.S. STOCK ETF $1.13万0.00%100 —— — —
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $1.13万0.00%225 —— — —
— WARNER BROS DISCOVERY INC COM SER A $1.13万0.00%413 —— — —
VALE VALE S A SPONSORED ADS $1.13万0.00%713 —— — —
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF $1.14万0.00%495 —— — —
TXRH TEXAS ROADHOUSE INC COM $1.14万0.00%69 —— — —
EIX EDISON INTL COM $1.14万0.00%156 —— — —
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS $1.14万0.00%528 —— — —
SONY SONY GROUP CORP SPONSORED ADR $1.15万0.00%557 —— — —
VO VANGUARD MID-CAP ETF $1.15万0.00%40 —— — —
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $1.16万0.00%200 —— — —
AWI ARMSTRONG WORLD INDS INC NEW COM $1.17万0.00%71 —— — —
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $1.17万0.00%289 —— — —
ST SENSATA TECHNOLOGIES HLDG PLC SHS $1.18万0.00%334 —— — —
MCO MOODYS CORP COM $1.18万0.00%27 —— — —
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $1.19万0.00%467 —— — —
NTAP NETAPP INC COM $1.20万0.00%117 —— — —
COLB COLUMBIA BKG SYS INC COM $1.20万0.00%438 —— — —
MTG MGIC INVT CORP WIS COM $1.20万0.00%459 —— — —
CDE COEUR MNG INC COM NEW $1.21万0.00%644 —— — —
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF $1.24万0.01%200 —— — —
IVV ISHARES CORE S&P 500 ETF $1.24万0.01%19 —— — —
HUT HUT 8 CORP COM $1.27万0.01%271 —— — —
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $1.29万0.01%650 —— — —
DLR DIGITAL RLTY TR INC COM $1.30万0.01%72 —— — —
EXR EXTRA SPACE STORAGE INC COM $1.31万0.01%100 —— — —
— TRADR 2X LONG BE DAILY ETF $1.33万0.01%800 —— — —
BURL BURLINGTON STORES INC COM $1.33万0.01%41 —— — —
RS RELIANCE INC COM $1.34万0.01%44 —— — —
PHM PULTE GROUP INC COM $1.35万0.01%114 —— — —
VTWO VANGUARD RUSSELL 2000 ETF $1.35万0.01%135 —— — —
HDV ISHARES CORE HIGH DIVIDEND ETF $1.36万0.01%100 —— — —
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $1.37万0.01%300 —— — —
DCI DONALDSON INC COM $1.37万0.01%161 —— — —
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $1.38万0.01%326 —— — —
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF $1.38万0.01%922 —— — —
APA APA CORPORATION COM $1.39万0.01%327 —— — —
UBS UBS GROUP AG SHS $1.41万0.01%360 —— — —
BBH VANECK BIOTECH ETF $1.41万0.01%75 —— — —
DOX AMDOCS LTD SHS $1.42万0.01%215 —— — —
FFIV F5 INC COM $1.42万0.01%49 —— — —
INFY INFOSYS LTD SPONSORED ADR $1.42万0.01%1,054 —— — —
RKLB ROCKET LAB CORP COM $1.43万0.01%222 —— — —
WTW WILLIS TOWERS WATSON PLC LTD SHS $1.43万0.01%49 —— — —
SOUN SOUNDHOUND AI INC CLASS A COM $1.44万0.01%2,100 —— — —
— PACER US CASH COWS GROWTH ETF $1.45万0.01%268 —— — —
OUNZ VANECK MERK GOLD ETF $1.46万0.01%325 —— — —
NWSA NEWS CORP NEW CL A $1.46万0.01%585 —— — —
CUBE CUBESMART COM $1.47万0.01%400 —— — —
MAS MASCO CORP COM $1.47万0.01%243 —— — —
HACK AMPLIFY CYBERSECURITY ETF $1.50万0.01%200 —— — —
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $1.51万0.01%375 —— — —
IREN IREN LIMITED ORDINARY SHARES $1.52万0.01%443 —— — —
MSTR STRATEGY INC CL A NEW $1.52万0.01%122 —— — —
— STRATEGY SHARES NASDAQ 7HANDL INDEX ETF $1.53万0.01%700 —— — —
EPRT ESSENTIAL PPTYS RLTY TR INC COM $1.53万0.01%500 —— — —
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1.55万0.01%218 —— — —
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $1.57万0.01%727 —— — —
TRP TC ENERGY CORP COM $1.58万0.01%250 —— — —
MAIN MAIN STR CAP CORP COM $1.59万0.01%300 —— — —
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $1.59万0.01%319 —— — —
CCL CARNIVAL CORP COMMON STOCK $1.59万0.01%616 —— — —
BP BP PLC SPONSORED ADR $1.61万0.01%342 —— — —
EBAY EBAY INC. COM $1.61万0.01%177 —— — —
BYD BOYD GAMING CORP COM $1.62万0.01%197 —— — —
DVN DEVON ENERGY CORP NEW COM $1.63万0.01%323 —— — —
WSC WILLSCOT HLDGS CORP COM CL A $1.63万0.01%938 —— — —
ETSY ETSY INC COM $1.63万0.01%327 —— — —
STZ CONSTELLATION BRANDS INC CL A $1.64万0.01%109 —— — —
CDP COPT DEFENSE PROPERTIES SHS BEN INT $1.64万0.01%530 —— — —
EHC ENCOMPASS HEALTH CORP COM $1.64万0.01%170 —— — —
MUB ISHARES NATIONAL MUNI BOND ETF $1.66万0.01%157 —— — —
BRX BRIXMOR PPTY GROUP INC COM $1.66万0.01%577 —— — —
NTRS NORTHERN TR CORP COM $1.66万0.01%119 —— — —