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
NYT NEW YORK TIMES CO MTN BE CL A $1.98万0.01%236 —— — —
FSLR FIRST SOLAR INC COM $1.97万0.01%100 —— — —
BTI BRITISH AMERN TOB PLC SPONSORED ADR $1.96万0.01%335 —— — —
TSSI TSS INC DEL COM $1.95万0.01%1,500 —— — —
LUNR INTUITIVE MACHINES INC CLASS A COM $1.95万0.01%1,050 —— — —
IEFA ISHARES CORE MSCI EAFE ETF $1.95万0.01%215 —— — —
COHR COHERENT CORP COM $1.93万0.01%81 —— — —
BSX BOSTON SCIENTIFIC CORP COM $1.90万0.01%302 —— — —
MFC MANULIFE FINL CORP COM $1.89万0.01%548 —— — —
IQV IQVIA HLDGS INC COM $1.88万0.01%110 —— — —
HYD VANECK HIGH YIELD MUNI ETF $1.87万0.01%373 —— — —
CBRE CBRE GROUP INC CL A $1.87万0.01%138 —— — —
AEE AMEREN CORP COM $1.87万0.01%170 —— — —
VONV VANGUARD RUSSELL 1000 VALUE ETF $1.86万0.01%199 —— — —
ON ON SEMICONDUCTOR CORP COM $1.80万0.01%290 —— — —
VTV VANGUARD VALUE ETF $1.80万0.01%92 —— — —
CALF PACER US SMALL CAP CASH COWS ETF $1.79万0.01%400 —— — —
BBWI BATH & BODY WORKS INC COM $1.79万0.01%957 —— — —
SII SPROTT INC COM NEW $1.79万0.01%125 —— — —
UAA UNDER ARMOUR INC CL A $1.79万0.01%3,083 —— — —
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $1.78万0.01%266 —— — —
DUK DUKE ENERGY CORP NEW COM NEW $1.78万0.01%136 —— — —
KBWB INVESCO KBW BANK ETF $1.78万0.01%225 —— — —
— SOLANA ETF $1.78万0.01%2,125 —— — —
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $1.77万0.01%300 —— — —
SAN BANCO SANTANDER SA ADR $1.76万0.01%1,564 —— — —
EXP EAGLE MATLS INC COM $1.76万0.01%93 —— — —
EW EDWARDS LIFESCIENCES CORP COM $1.76万0.01%220 —— — —
HWM HOWMET AEROSPACE INC COM $1.75万0.01%76 —— — —
WPC WP CAREY INC COM $1.74万0.01%253 —— — —
EG EVEREST GROUP LTD COM $1.73万0.01%53 —— — —
KRG KITE REALTY GROUP TRUST COM NEW $1.72万0.01%700 —— — —
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $1.70万0.01%301 —— — —
DGT STATE STREET SPDR GLOBAL DOW ETF $1.70万0.01%100 —— — —
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $1.69万0.01%816 —— — —
PGR PROGRESSIVE CORP COM $1.69万0.01%85 —— — —
— COTERRA ENERGY INC COM $1.68万0.01%479 —— — —
PPL PPL CORP COM $1.68万0.01%437 —— — —
SRPT SAREPTA THERAPEUTICS INC COM $1.68万0.01%772 —— — —
NTRS NORTHERN TR CORP COM $1.66万0.01%119 —— — —
BRX BRIXMOR PPTY GROUP INC COM $1.66万0.01%577 —— — —
MUB ISHARES NATIONAL MUNI BOND ETF $1.66万0.01%157 —— — —
EHC ENCOMPASS HEALTH CORP COM $1.64万0.01%170 —— — —
CDP COPT DEFENSE PROPERTIES SHS BEN INT $1.64万0.01%530 —— — —
STZ CONSTELLATION BRANDS INC CL A $1.64万0.01%109 —— — —
ETSY ETSY INC COM $1.63万0.01%327 —— — —
WSC WILLSCOT HLDGS CORP COM CL A $1.63万0.01%938 —— — —
DVN DEVON ENERGY CORP NEW COM $1.63万0.01%323 —— — —
BYD BOYD GAMING CORP COM $1.62万0.01%197 —— — —
EBAY EBAY INC. COM $1.61万0.01%177 —— — —
BP BP PLC SPONSORED ADR $1.61万0.01%342 —— — —
CCL CARNIVAL CORP COMMON STOCK $1.59万0.01%616 —— — —
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $1.59万0.01%319 —— — —
MAIN MAIN STR CAP CORP COM $1.59万0.01%300 —— — —
TRP TC ENERGY CORP COM $1.58万0.01%250 —— — —
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $1.57万0.01%727 —— — —
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1.55万0.01%218 —— — —
EPRT ESSENTIAL PPTYS RLTY TR INC COM $1.53万0.01%500 —— — —
— STRATEGY SHARES NASDAQ 7HANDL INDEX ETF $1.53万0.01%700 —— — —
MSTR STRATEGY INC CL A NEW $1.52万0.01%122 —— — —
IREN IREN LIMITED ORDINARY SHARES $1.52万0.01%443 —— — —
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $1.51万0.01%375 —— — —
HACK AMPLIFY CYBERSECURITY ETF $1.50万0.01%200 —— — —
MAS MASCO CORP COM $1.47万0.01%243 —— — —
CUBE CUBESMART COM $1.47万0.01%400 —— — —
NWSA NEWS CORP NEW CL A $1.46万0.01%585 —— — —
OUNZ VANECK MERK GOLD ETF $1.46万0.01%325 —— — —
— PACER US CASH COWS GROWTH ETF $1.45万0.01%268 —— — —
SOUN SOUNDHOUND AI INC CLASS A COM $1.44万0.01%2,100 —— — —
WTW WILLIS TOWERS WATSON PLC LTD SHS $1.43万0.01%49 —— — —
RKLB ROCKET LAB CORP COM $1.43万0.01%222 —— — —
INFY INFOSYS LTD SPONSORED ADR $1.42万0.01%1,054 —— — —
FFIV F5 INC COM $1.42万0.01%49 —— — —
DOX AMDOCS LTD SHS $1.42万0.01%215 —— — —
BBH VANECK BIOTECH ETF $1.41万0.01%75 —— — —
UBS UBS GROUP AG SHS $1.41万0.01%360 —— — —
APA APA CORPORATION COM $1.39万0.01%327 —— — —
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF $1.38万0.01%922 —— — —
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $1.38万0.01%326 —— — —
DCI DONALDSON INC COM $1.37万0.01%161 —— — —
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $1.37万0.01%300 —— — —
HDV ISHARES CORE HIGH DIVIDEND ETF $1.36万0.01%100 —— — —
VTWO VANGUARD RUSSELL 2000 ETF $1.35万0.01%135 —— — —
PHM PULTE GROUP INC COM $1.35万0.01%114 —— — —
RS RELIANCE INC COM $1.34万0.01%44 —— — —
BURL BURLINGTON STORES INC COM $1.33万0.01%41 —— — —
— TRADR 2X LONG BE DAILY ETF $1.33万0.01%800 —— — —
EXR EXTRA SPACE STORAGE INC COM $1.31万0.01%100 —— — —
DLR DIGITAL RLTY TR INC COM $1.30万0.01%72 —— — —
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $1.29万0.01%650 —— — —
HUT HUT 8 CORP COM $1.27万0.01%271 —— — —
IVV ISHARES CORE S&P 500 ETF $1.24万0.01%19 —— — —
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF $1.24万0.01%200 —— — —
CDE COEUR MNG INC COM NEW $1.21万0.00%644 —— — —
MTG MGIC INVT CORP WIS COM $1.20万0.00%459 —— — —
COLB COLUMBIA BKG SYS INC COM $1.20万0.00%438 —— — —
NTAP NETAPP INC COM $1.20万0.00%117 —— — —
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $1.19万0.00%467 —— — —
MCO MOODYS CORP COM $1.18万0.00%27 —— — —
ST SENSATA TECHNOLOGIES HLDG PLC SHS $1.18万0.00%334 —— — —