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Independent Advisor Alliance 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Independent Advisor Alliance

报告期 2026-03-31 · CIK 0001696899

持仓数

1,595

前50大市值合计

$4.54B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$363.9M

2,086,679

8.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$342.8M

4,479,098

7.5%

AAPL APPLE INC

COM

$221.2M

871,524

4.9%

ABCB AMERIS BANCORP

COM

$206.5M

2,647,757

4.5%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$199.9M

841,158

4.4%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$180.3M

1,841,696

4.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$159.3M

244,977

3.5%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$157.3M

2,780,187

3.5%

IVV ISHARES TR

CORE S&P500 ETF

$155.1M

237,478

3.4%

MSFT MICROSOFT CORP

COM

$113.5M

306,720

2.5%

AMZN AMAZON COM INC

COM

$112.3M

539,033

2.5%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$102.1M

2,236,073

2.2%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$88.3M

2,196,342

1.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$86.1M

149,170

1.9%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$83.6M

388,720

1.8%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$79.6M

1,059,017

1.8%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$76.9M

1,429,253

1.7%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$74.1M

1,742,493

1.6%

GOOG ALPHABET INC

CAP STK CL C

$72.7M

253,270

1.6%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$71.4M

903,126

1.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$69.2M

158,434

1.5%

IEFA ISHARES TR

CORE MSCI EAFE

$68.8M

759,821

1.5%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$68.7M

1,242,887

1.5%

GLD SPDR GOLD TR

GOLD SHS

$68.1M

158,277

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$67.8M

235,686

1.5%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$67.0M

2,337,458

1.5%

AVGO BROADCOM INC

COM

$62.7M

202,643

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$61.8M

128,877

1.4%

TBIL RBB FD INC

F/M US TREASURY

$60.3M

1,210,006

1.3%

META META PLATFORMS INC

CL A

$59.6M

104,147

1.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$59.5M

99,491

1.3%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$58.4M

664,879

1.3%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$56.6M

1,171,959

1.2%

IJR ISHARES TR

CORE S&P SCP ETF

$55.3M

444,630

1.2%

OMFL INVESCO EXCH TRD SLF IDX FD

RUSL 1000 DYNM

$53.7M

893,617

1.2%

AMD ADVANCED MICRO DEVICES INC

COM

$53.1M

261,037

1.2%

— EXXON MOBIL CORP

COM

$48.4M

285,540

1.1%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$47.9M

360,613

1.1%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$47.8M

292,512

1.1%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$45.5M

1,776,554

1.0%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$43.7M

395,340

1.0%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$43.3M

1,282,008

1.0%

TSLA TESLA INC

COM

$42.7M

114,961

0.9%

IEMG ISHARES INC

CORE MSCI EMKT

$42.7M

612,221

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$41.4M

129,153

0.9%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$40.4M

807,000

0.9%

QGRO AMERICAN CENTY ETF TR

US QUALITY GROW

$40.3M

384,167

0.9%

IJH ISHARES TR

CORE S&P MCP ETF

$40.2M

596,015

0.9%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$40.1M

1,196,285

0.9%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$38.8M

769,824

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

NVDA8.0%SPYM7.5%AAPL4.9%ABCB4.5%QQQM4.4%SPYG4.0%