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
KFY KORN FERRY COM NEW $3180.00%5 —— — —
TEM TEMPUS AI INC CL A $3170.00%7 —— — —
WEX WEX INC COM $3060.00%2 —— — —
HLNE HAMILTON LANE INC CL A $3000.00%3 —— — —
VIK VIKING HOLDINGS LTD ORD SHS $2940.00%4 —— — —
FRHC FREEDOM HOLDING CORP COM $2900.00%2 —— — —
KKR KKR & CO INC COM $2780.00%3 —— — —
CFR CULLEN FROST BANKERS INC COM $2740.00%2 —— — —
BOKF BOK FINL CORP COM NEW $2560.00%2 —— — —
XYZ BLOCK INC CL A $2410.00%4 —— — —
CALM CAL MAINE FOODS INC COM NEW $2370.00%3 —— — —
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $2330.00%39 —— — —
LUMN LUMEN TECHNOLOGIES INC COM $2290.00%33 —— — —
BFH BREAD FINANCIAL HOLDINGS INC COM $2250.00%3 —— — —
ONTO ONTO INNOVATION INC COM $2050.00%1 —— — —
PB PROSPERITY BANCSHARES INC COM $2030.00%3 —— — —
WELL WELLTOWER INC COM $1980.00%1 —— — —
YOU CLEAR SECURE INC COM CL A $1940.00%4 —— — —
BOOT BOOT BARN HLDGS INC COM $1460.00%1 —— — —
TTD THE TRADE DESK INC COM CL A $1360.00%6 —— — —
ILMN ILLUMINA INC COM $1230.00%1 —— — —
NVT NVENT ELEC PLC SHS $1180.00%1 —— — —
WFRD WEATHERFORD INTL PLC ORD SHS $950.00%1 —— — —
GDDY GODADDY INC CL A $830.00%1 —— — —
ESI ELEMENT SOLUTIONS INC COM $680.00%2 —— — —
EEFT EURONET WORLDWIDE INC COM $660.00%1 —— — —
TRMB TRIMBLE INC COM $650.00%1 —— — —
AAL AMERICAN AIRLINES GROUP INC COM $640.00%6 —— — —
HHH HOWARD HUGHES HOLDINGS INC COM $630.00%1 —— — —
XP XP INC CL A $570.00%3 —— — —
VNO VORNADO RLTY TR SH BEN INT $520.00%2 —— — —
DXC DXC TECHNOLOGY CO COM $500.00%4 —— — —
DKNG DRAFTKINGS INC NEW COM CL A $430.00%2 —— — —
— APELLIS PHARMACEUTICALS INC COM $400.00%1 —— — —
LUV SOUTHWEST AIRLS CO COM $380.00%1 —— — —
DT DYNATRACE INC COM NEW $370.00%1 —— — —
RIVN RIVIAN AUTOMOTIVE INC COM CL A $300.00%2 —— — —
WOLF WOLFSPEED INC COM $160.00%1 —— — —
— VIVANI MEDICAL INC COMMON STOCK $50.00%5 —— — —