Innovative Asset Advisors Group, LLC
SHELTON CT · SEC CIK 0002127147
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP COM NEW | $31.19万 | 0.13% | 1,458 | — | — | — | — |
| STM | STMICROELECTRONICS N V NY REGISTRY | $30.75万 | 0.12% | 8,900 | — | — | — | — |
| CSX | CSX CORP COM | $30.46万 | 0.12% | 7,421 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO COM | $30.41万 | 0.12% | 1,005 | — | — | — | — |
| WAT | WATERS CORP COM | $30.17万 | 0.12% | 1,013 | — | — | — | — |
| NOC | NORTHROP GRUMMAN CORP COM | $29.86万 | 0.12% | 438 | — | — | — | — |
| AZO | AUTOZONE INC COM | $29.39万 | 0.12% | 87 | — | — | — | — |
| BAC | BANK OF AMER CORP COM | $28.98万 | 0.12% | 5,944 | — | — | — | — |
| MMM | 3M CO COM | $28.16万 | 0.11% | 1,939 | — | — | — | — |
| L | LOEWS CORP COM | $27.93万 | 0.11% | 2,616 | — | — | — | — |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $27.77万 | 0.11% | 4,900 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $26.71万 | 0.11% | 2,129 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $26.11万 | 0.11% | 299 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $25.95万 | 0.11% | 1,245 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $25.94万 | 0.11% | 2,288 | — | — | — | — |
| VMC | VULCAN MATLS CO COM | $25.76万 | 0.10% | 946 | — | — | — | — |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $24.64万 | 0.10% | 14,226 | — | — | — | — |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $24.53万 | 0.10% | 10,275 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $24.40万 | 0.10% | 721 | — | — | — | — |
| IWM | ISHARES RUSSELL 2000 ETF | $24.29万 | 0.10% | 979 | — | — | — | — |
| LOW | LOWES COS INC COM | $23.94万 | 0.10% | 1,013 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP COM | $23.81万 | 0.10% | 830 | — | — | — | — |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $23.61万 | 0.10% | 3,276 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $23.52万 | 0.10% | 278 | — | — | — | — |
| MRSH | MARSH & MCLENNAN COS INC COM | $22.78万 | 0.09% | 1,313 | — | — | — | — |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $22.72万 | 0.09% | 2,968 | — | — | — | — |
| KGC | KINROSS GOLD CORP COM | $22.69万 | 0.09% | 7,435 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO COM | $22.61万 | 0.09% | 2,653 | — | — | — | — |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $22.15万 | 0.09% | 2,231 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $21.84万 | 0.09% | 1,067 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $21.80万 | 0.09% | 645 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP COM | $21.72万 | 0.09% | 633 | — | — | — | — |
| AMGN | AMGEN INC COM | $21.27万 | 0.09% | 605 | — | — | — | — |
| DTE | DTE ENERGY CO COM | $21.16万 | 0.09% | 1,435 | — | — | — | — |
| PEP | PEPSICO INC COM | $21.08万 | 0.09% | 1,358 | — | — | — | — |
| B | BARRICK MNG CORP COM SHS | $20.70万 | 0.08% | 5,075 | — | — | — | — |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $20.22万 | 0.08% | 5,012 | — | — | — | — |
| OTIS | OTIS WORLDWIDE CORP COM | $20.17万 | 0.08% | 2,617 | — | — | — | — |
| EMR | EMERSON ELEC CO COM | $19.91万 | 0.08% | 1,519 | — | — | — | — |
| VXF | VANGUARD EXTENDED MARKET ETF | $19.82万 | 0.08% | 963 | — | — | — | — |
| PKG | PACKAGING CORP AMER COM | $19.23万 | 0.08% | 901 | — | — | — | — |
| DVY | ISHARES SELECT DIVIDEND ETF | $18.97万 | 0.08% | 1,253 | — | — | — | — |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $18.88万 | 0.08% | 1,154 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $18.75万 | 0.08% | 1,945 | — | — | — | — |
| SNOW | SNOWFLAKE INC COM SHS | $18.63万 | 0.08% | 1,235 | — | — | — | — |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $18.57万 | 0.08% | 4,452 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW CL A | $18.05万 | 0.07% | 552 | — | — | — | — |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $17.35万 | 0.07% | 4,858 | — | — | — | — |
| SBUX | STARBUCKS CORP COM | $17.33万 | 0.07% | 1,934 | — | — | — | — |
| APO | APOLLO GLOBAL MGMT INC COM | $17.28万 | 0.07% | 1,551 | — | — | — | — |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $16.97万 | 0.07% | 1,550 | — | — | — | — |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $16.95万 | 0.07% | 7,268 | — | — | — | — |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $15.79万 | 0.06% | 18,000 | — | — | — | — |
| SO | SOUTHERN CO COM | $15.78万 | 0.06% | 1,634 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC COM | $15.64万 | 0.06% | 1,382 | — | — | — | — |
| CMCSA | COMCAST CORP NEW CL A | $15.48万 | 0.06% | 5,391 | — | — | — | — |
| MKSI | MKS INC. COM | $15.28万 | 0.06% | 665 | — | — | — | — |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $15.22万 | 0.06% | 4,359 | — | — | — | — |
| MA | MASTERCARD INCORPORATED CL A | $15.14万 | 0.06% | 303 | — | — | — | — |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $15.03万 | 0.06% | 4,901 | — | — | — | — |
| BX | BLACKSTONE INC COM | $15.01万 | 0.06% | 1,305 | — | — | — | — |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $14.81万 | 0.06% | 2,100 | — | — | — | — |
| INTU | INTUIT COM | $14.66万 | 0.06% | 339 | — | — | — | — |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $14.51万 | 0.06% | 47,250 | — | — | — | — |
| KLAC | KLA CORP COM NEW | $14.43万 | 0.06% | 98 | — | — | — | — |
| HIG | HARTFORD INSURANCE GROUP INC COM | $14.08万 | 0.06% | 1,037 | — | — | — | — |
| ROK | ROCKWELL AUTOMATION INC COM | $14.07万 | 0.06% | 392 | — | — | — | — |
| TM | TOYOTA MOTOR CORP ADS | $13.64万 | 0.06% | 662 | — | — | — | — |
| TMUS | T-MOBILE US INC COM | $13.17万 | 0.05% | 627 | — | — | — | — |
| TTAN | SERVICETITAN INC SHS CL A | $13.17万 | 0.05% | 2,075 | — | — | — | — |
| MOO | VANECK AGRIBUSINESS ETF | $13.10万 | 0.05% | 1,550 | — | — | — | — |
| RKT | ROCKET COS INC COM CL A | $13.04万 | 0.05% | 9,150 | — | — | — | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $13.00万 | 0.05% | 3,235 | — | — | — | — |
| UFO | PROCURE SPACE ETF | $12.99万 | 0.05% | 2,900 | — | — | — | — |
| IAU | ISHARES GOLD TRUST | $12.70万 | 0.05% | 1,441 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $12.66万 | 0.05% | 257 | — | — | — | — |
| HPQ | HP INC COM | $12.66万 | 0.05% | 6,490 | — | — | — | — |
| MPC | MARATHON PETE CORP COM | $12.62万 | 0.05% | 517 | — | — | — | — |
| VUG | VANGUARD GROWTH ETF | $12.54万 | 0.05% | 287 | — | — | — | — |
| VST | VISTRA CORP COM | $12.48万 | 0.05% | 830 | — | — | — | — |
| SOXX | ISHARES SEMICONDUCTOR ETF | $12.26万 | 0.05% | 373 | — | — | — | — |
| ABT | ABBOTT LABORATORIES COM | $11.98万 | 0.05% | 1,167 | — | — | — | — |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $11.91万 | 0.05% | 2,144 | — | — | — | — |
| VB | VANGUARD SMALL-CAP ETF | $11.84万 | 0.05% | 452 | — | — | — | — |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $11.81万 | 0.05% | 925 | — | — | — | — |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $11.67万 | 0.05% | 2,960 | — | — | — | — |
| FHB | FIRST HAWAIIAN INC COM | $11.53万 | 0.05% | 4,681 | — | — | — | — |
| MDT | MEDTRONIC PLC SHS | $11.50万 | 0.05% | 1,316 | — | — | — | — |
| MO | ALTRIA GROUP INC COM | $11.47万 | 0.05% | 1,711 | — | — | — | — |
| IWV | ISHARES RUSSELL 3000 ETF | $11.42万 | 0.05% | 308 | — | — | — | — |
| DHR | DANAHER CORP DEL COM | $11.25万 | 0.05% | 593 | — | — | — | — |
| SYK | STRYKER CORPORATION COM | $11.24万 | 0.05% | 341 | — | — | — | — |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $11.16万 | 0.05% | 22,500 | — | — | — | — |
| PBI | PITNEY BOWES INC COM | $11.10万 | 0.04% | 10,041 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC COM | $11.08万 | 0.04% | 691 | — | — | — | — |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $11.05万 | 0.04% | 3,275 | — | — | — | — |
| A | AGILENT TECHNOLOGIES INC COM | $10.93万 | 0.04% | 957 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $10.88万 | 0.04% | 4,539 | — | — | — | — |
| IBB | ISHARES BIOTECHNOLOGY ETF | $10.87万 | 0.04% | 644 | — | — | — | — |
| OKLO | OKLO INC COM CL A | $10.85万 | 0.04% | 2,188 | — | — | — | — |