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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
$4.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 54
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTEB
VANGUARD MUN BD FDS
+$20.2M
617,697
+222%
增持
VTI
VANGUARD INDEX FDS
+$17.3M
210,247
+94%
增持
VXUS
VANGUARD STAR FDS
+$15.5M
350,013
+3290%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP
-$12.8M
304,801
-7%
减持
SO
SOUTHERN CO
-$9.8M
100,211
-57%
增持
GOOGL
ALPHABET INC
-$9.7M
273,460
+1564%
减持
V
VISA INC
-$9.4M
69,956
-37%
减持
TFC
TRUIST FINL CORP
-$7.7M
126,256
-55%
建仓
—
SCHWAB CHARLES FAMILY FD
+$7.3M
7,332,797
减持
PG
PROCTER AND GAMBLE CO
-$6.3M
188,184
-10%
减持
DUK
DUKE ENERGY CORP NEW
-$5.8M
122,465
-24%
增持
TSLA
TESLA INC
+$5.0M
73,821
+242%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.9M
42,223
-50%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.5M
315,541
-2%
减持
MCD
MCDONALDS CORP
-$4.5M
69,631
-16%
减持
ABBV
ABBVIE INC
-$4.2M
126,708
-8%
减持
JNJ
JOHNSON & JOHNSON
-$3.6M
155,391
-5%
减持
KO
COCA COLA CO
-$3.4M
358,912
-4%
减持
AMZN
AMAZON COM INC
-$3.3M
541,529
-11%
减持
GLD
SPDR GOLD TR
-$3.0M
51,818
-21%
建仓
LNG
CHENIERE ENERGY INC
+$2.5M
15,178
增持
NVDA
NVIDIA CORPORATION
-$2.5M
83,554
+0%
减持
—
CONTINENTAL RES INC
-$2.5M
5,438
-88%
减持
LLY
LILLY ELI & CO
-$2.4M
28,930
-20%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.3M
34,922
减持
—
EXXON MOBIL CORP
-$2.3M
174,661
-15%
增持
META
META PLATFORMS INC
-$2.1M
101,840
+3%
增持
GOOG
ALPHABET INC
-$2.0M
222,052
+1976%
增持
PFE
PFIZER INC
-$2.0M
240,839
+1%
清仓
—
SANDERSON FARMS INC
-$2.0M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.0M
73,895
-30%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.0M
79,807
-2%
增持
RF
REGIONS FINANCIAL CORP NEW
+$2.0M
126,490
+312%
建仓
GSK
GSK PLC
+$1.9M
65,134
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.9M
13,727
-12%
减持
AAPL
APPLE INC
-$1.9M
987,756
-2%
建仓
LTC
LTC PPTYS INC
+$1.8M
48,836
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.8M
41,140
-23%
减持
NFLX
NETFLIX INC
+$1.7M
29,829
-2%
清仓
ON
ON SEMICONDUCTOR CORP
-$1.7M
0
-100%
减持
DIS
DISNEY WALT CO
-$1.6M
63,789
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
7,153
+181%
减持
—
ARISTA NETWORKS INC
+$1.6M
88,283
-1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.6M
32,835
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$1.6M
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.6M
48,651
+1%
增持
CAG
CONAGRA BRANDS INC
+$1.5M
82,983
+144%
清仓
—
GSK PLC
-$1.5M
0
-100%
减持
MMM
3M CO
-$1.5M
71,194
-1%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
31,113
+194%
增持
IP
INTERNATIONAL PAPER CO
+$1.4M
52,523
+751%
减持
KR
KROGER CO
-$1.4M
23,075
-54%
增持
MA
MASTERCARD INCORPORATED
-$1.4M
46,857
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
208,682
+14%
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
29,059
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.3M
58,374
-0%
增持
AMAT
APPLIED MATLS INC
+$1.3M
30,265
+140%
减持
DOW
DOW INC
-$1.3M
50,834
-25%
清仓
DKS
DICKS SPORTING GOODS INC
-$1.3M
0
-100%
增持
TGT
TARGET CORP
+$1.2M
52,459
+13%
减持
RSG
REPUBLIC SVCS INC
-$1.2M
1,961
-83%
增持
JPM
JPMORGAN CHASE & CO
-$1.2M
180,097
+1%
建仓
CPB
CAMPBELL SOUP CO
+$1.2M
24,665
减持
MPC
MARATHON PETE CORP
-$1.2M
4,767
-76%
减持
FDX
FEDEX CORP
-$1.2M
8,242
-22%
增持
NKE
NIKE INC
-$1.2M
91,204
+7%
清仓
MOH
MOLINA HEALTHCARE INC
-$1.1M
0
-100%
减持
—
OAKTREE SPECIALTY LENDING CO
-$1.1M
696,614
-13%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$1.0M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$1.0M
51,317
-22%
增持
PANW
PALO ALTO NETWORKS INC
-$1.0M
20,352
+130%
减持
LUV
SOUTHWEST AIRLS CO
-$1.0M
183,891
-1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$1.0M
11,325
-86%
减持
GD
GENERAL DYNAMICS CORP
-$986.0K
17,663
-17%
增持
AEP
AMERICAN ELEC PWR CO INC
+$984.0K
19,559
+165%
建仓
SCHP
SCHWAB STRATEGIC TR
+$921.0K
17,774
减持
PH
PARKER-HANNIFIN CORP
-$917.0K
11,441
-24%
增持
TRV
TRAVELERS COMPANIES INC
-$908.0K
58,218
+0%
减持
FNV
FRANCO NEV CORP
-$901.0K
9,609
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$895.0K
81,803
-2%
增持
T
AT&T INC
-$888.0K
316,835
+16%
增持
GM
GENERAL MTRS CO
+$876.0K
64,553
+71%
减持
KEY
KEYCORP
-$863.0K
17,205
-74%
减持
SLV
ISHARES SILVER TR
-$858.0K
44,584
-49%
增持
VOO
VANGUARD INDEX FDS
+$825.0K
29,550
+15%
清仓
BBDC
BARINGS BDC INC
-$801.0K
0
-100%
减持
JBLU
JETBLUE AWYS CORP
-$789.0K
452,491
-0%
增持
CAT
CATERPILLAR INC
-$788.0K
65,308
+1%
增持
UNP
UNION PAC CORP
-$780.0K
42,622
+0%
减持
GRBK
GREEN BRICK PARTNERS INC
-$773.0K
10,854
-79%
减持
CMCSA
COMCAST CORP NEW
-$766.0K
57,346
-8%
增持
LOW
LOWES COS INC
+$759.0K
51,657
+1%
减持
NOW
SERVICENOW INC
-$754.0K
4,322
-14%
增持
TXN
TEXAS INSTRS INC
+$750.0K
21,971
+27%
增持
VICI
VICI PPTYS INC
+$740.0K
39,420
+169%
减持
INTU
INTUIT
-$733.0K
6,534
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$722.0K
31,090
-3%
建仓
XLE
SELECT SECTOR SPDR TR
+$719.0K
9,984
减持
IAU
ISHARES GOLD TR
-$710.0K
17,561
-52%
增持
DVN
DEVON ENERGY CORP NEW
+$707.0K
40,326
+29%
增持
PM
PHILIP MORRIS INTL INC
+$689.0K
52,587
+41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$674.0K
8,934
+140%
增持
CAH
CARDINAL HEALTH INC
+$666.0K
27,930
+22%
增持
ABT
ABBOTT LABS
-$658.0K
116,066
+6%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$657.0K
27,622
-0%
增持
MO
ALTRIA GROUP INC
+$656.0K
113,948
+21%
减持
CRM
SALESFORCE INC
-$646.0K
25,605
-2%
建仓
SCHG
SCHWAB STRATEGIC TR
+$645.0K
11,551
增持
INTC
INTEL CORP
-$644.0K
122,706
+21%
建仓
ARKK
ARK ETF TR
+$629.0K
16,664
增持
—
CHUBB LIMITED
-$626.0K
62,671
+2%
减持
NEE
NEXTERA ENERGY INC
-$608.0K
102,803
-8%
减持
CINF
CINCINNATI FINL CORP
-$608.0K
15,645
-7%
减持
CC
CHEMOURS CO
-$604.0K
9,126
-65%
建仓
IWM
ISHARES TR
+$604.0K
3,665
增持
MS
MORGAN STANLEY
+$601.0K
37,926
+20%
增持
KHC
KRAFT HEINZ CO
+$599.0K
30,520
+178%
减持
TTD
THE TRADE DESK INC
+$599.0K
38,846
-6%
减持
CL
COLGATE PALMOLIVE CO
-$598.0K
47,602
-3%
增持
ALB
ALBEMARLE CORP
+$592.0K
6,410
+21%
增持
—
ACCENTURE PLC IRELAND
-$590.0K
30,410
+0%
减持
ALK
ALASKA AIR GROUP INC
-$587.0K
6,299
-70%
增持
CTAS
CINTAS CORP
+$579.0K
18,573
+5%
减持
HON
HONEYWELL INTL INC
-$575.0K
54,341
-2%
增持
TJX
TJX COS INC NEW
+$555.0K
32,799
+24%
增持
ELV
ELEVANCE HEALTH INC
+$544.0K
11,519
+19%
建仓
SCHB
SCHWAB STRATEGIC TR
+$543.0K
12,935
建仓
APA
APA CORPORATION
+$533.0K
15,584
减持
PPL
PPL CORP
-$527.0K
19,706
-48%
减持
SYY
SYSCO CORP
-$523.0K
30,349
-4%
建仓
GNRC
GENERAC HLDGS INC
+$521.0K
2,927
减持
HUN
HUNTSMAN CORP
-$519.0K
62,512
-14%
建仓
FNDF
SCHWAB STRATEGIC TR
+$517.0K
20,575
增持
—
TWITTER INC
+$507.0K
40,845
+19%
增持
EXPD
EXPEDITORS INTL WASH INC
-$506.0K
72,614
+2%
减持
FTNT
FORTINET INC
-$494.0K
55,923
-2%
减持
AFL
AFLAC INC
-$483.0K
47,826
-17%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$482.0K
1,200
减持
BABA
ALIBABA GROUP HLDG LTD
-$481.0K
9,072
-15%
增持
BIIB
BIOGEN INC
+$478.0K
6,570
+5%
减持
DE
DEERE & CO
-$474.0K
7,730
-24%
减持
HAL
HALLIBURTON CO
-$473.0K
32,396
-20%
建仓
SCHM
SCHWAB STRATEGIC TR
+$466.0K
7,703
增持
DLTR
DOLLAR TREE INC
+$466.0K
15,836
+46%
减持
CWT
CALIFORNIA WTR SVC GROUP
-$464.0K
11,602
-40%
减持
NDSN
NORDSON CORP
-$462.0K
3,472
-41%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$456.0K
12,105
+11%
建仓
EFA
ISHARES TR
+$450.0K
8,034
增持
ENB
ENBRIDGE INC
-$448.0K
146,695
+5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$447.0K
2,263
+0%
