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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
23Q1 调仓
2022-09-30 → 2023-03-31 · 共 150 项
建仓 30
增持 64
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
ABCB
AMERIS BANCORP
+$70.6M
1,928,919
增持
VTI
VANGUARD INDEX FDS
+$34.7M
354,801
+69%
减持
AAPL
APPLE INC
+$16.7M
929,327
-6%
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。
增持
NVDA
NVIDIA CORPORATION
+$16.1M
94,651
+13%
减持
MSFT
MICROSOFT CORP
+$13.5M
293,207
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$13.4M
311,057
+321%
增持
VXUS
VANGUARD STAR FDS
+$13.1M
527,121
+51%
增持
VOO
VANGUARD INDEX FDS
+$8.8M
49,223
+67%
减持
AMD
ADVANCED MICRO DEVICES INC
+$7.2M
277,946
-12%
建仓
—
LINDE PLC
+$7.2M
20,190
增持
GLD
SPDR GOLD TR
+$7.0M
82,179
+59%
增持
CVX
CHEVRON CORP NEW
+$6.9M
145,980
+24%
建仓
SGOV
ISHARES TR
+$6.3M
62,886
减持
AMZN
AMAZON COM INC
-$6.3M
531,301
-2%
增持
KO
COCA COLA CO
+$5.8M
417,455
+16%
增持
MCD
MCDONALDS CORP
+$5.7M
77,670
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$5.5M
696,209
+13%
清仓
—
LINDE PLC
-$5.4M
0
-100%
减持
MMM
3M CO
-$5.4M
23,829
-67%
减持
MA
MASTERCARD INCORPORATED
-$4.9M
23,117
-51%
减持
—
SCHWAB CHARLES FAMILY FD
-$4.9M
2,415,278
-67%
增持
—
EXXON MOBIL CORP
+$4.4M
179,481
+3%
增持
HD
HOME DEPOT INC
+$4.3M
108,286
+8%
增持
V
VISA INC
+$4.3M
73,982
+6%
建仓
DSGX
DESCARTES SYS GROUP INC
+$4.2M
51,886
清仓
—
OAKTREE SPECIALTY LENDING CO
-$4.2M
0
-100%
减持
IVV
ISHARES TR
-$4.0M
7,763
-61%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$3.6M
58,273
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$3.6M
190,204
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
81,924
+0%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$3.4M
83,845
减持
LUV
SOUTHWEST AIRLS CO
-$3.3M
73,582
-60%
减持
CAT
CATERPILLAR INC
+$3.2M
60,730
-7%
减持
JPM
JPMORGAN CHASE & CO
+$3.2M
168,722
-6%
减持
NKE
NIKE INC
+$3.1M
87,331
-4%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$3.0M
80,199
减持
ABBV
ABBVIE INC
+$3.0M
125,323
-1%
增持
GOOG
ALPHABET INC
+$2.9M
233,653
+5%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.8M
6
增持
PEP
PEPSICO INC
+$2.6M
105,216
+4%
增持
VXF
VANGUARD INDEX FDS
+$2.6M
28,373
+161%
增持
MRK
MERCK & CO INC
+$2.6M
74,507
+20%
减持
—
ARISTA NETWORKS INC
+$2.6M
74,662
-15%
减持
ITW
ILLINOIS TOOL WKS INC
+$2.6M
41,393
-1%
增持
AVGO
BROADCOM INC
+$2.4M
11,459
+4%
增持
SLV
ISHARES SILVER TR
+$2.4M
145,168
+226%
增持
SBUX
STARBUCKS CORP
+$2.3M
54,389
+37%
增持
CTAS
CINTAS CORP
+$2.3M
20,467
+10%
减持
ABT
ABBOTT LABS
-$2.2M
89,604
-23%
减持
CVS
CVS HEALTH CORP
-$2.1M
77,211
-6%
减持
ENB
ENBRIDGE INC
-$2.0M
89,007
-39%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$2.0M
106,622
建仓
MGC
VANGUARD WORLD FD
+$2.0M
13,935
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.0M
25,218
+80%
减持
BA
BOEING CO
+$2.0M
25,812
-12%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
51,294
+297%
减持
CAG
CONAGRA BRANDS INC
-$1.9M
21,946
-74%
增持
VALE
VALE S A
+$1.9M
129,487
+944%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.9M
0
-100%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.9M
33,259
+583%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
152,010
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
150,210
+10%
清仓
—
TWITTER INC
-$1.8M
0
-100%
建仓
—
NORDSTROM INC
+$1.8M
109,613
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.8M
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$1.8M
22,243
+41%
建仓
—
GAMBLING COM GROUP LIMITED
+$1.7M
175,629
清仓
IP
INTERNATIONAL PAPER CO
-$1.7M
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$1.6M
15,830
-61%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.6M
50,844
+24%
减持
PFE
PFIZER INC
-$1.6M
218,962
-9%
减持
CBRE
CBRE GROUP INC
-$1.6M
4,878
-83%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
30,870
+18%
增持
MPC
MARATHON PETE CORP
+$1.6M
15,050
+216%
增持
NEE
NEXTERA ENERGY INC
+$1.6M
124,703
+21%
增持
TJX
TJX COS INC NEW
+$1.5M
45,648
+39%
清仓
HUN
HUNTSMAN CORP
-$1.5M
0
-100%
减持
WMT
WALMART INC
+$1.5M
100,254
-2%
减持
NFLX
NETFLIX INC
+$1.5M
24,619
-17%
减持
GSK
GSK PLC
-$1.5M
12,263
-81%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
6,810
+40%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.5M
44,097
-9%
减持
BAC
BANK AMERICA CORP
-$1.5M
384,648
-7%
建仓
UPST
UPSTART HLDGS INC
+$1.5M
91,415
减持
D
DOMINION ENERGY INC
-$1.4M
47,530
-20%
减持
GM
GENERAL MTRS CO
-$1.4M
17,204
-73%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.4M
22,513
+44%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
73,779
-8%
增持
GD
GENERAL DYNAMICS CORP
+$1.4M
22,536
+28%
减持
F
FORD MTR CO DEL
-$1.4M
124,496
-53%
建仓
—
CANADIAN PAC RY LTD
+$1.4M
17,706
建仓
SJM
SMUCKER J M CO
+$1.4M
8,639
减持
NVO
NOVO-NORDISK A S
+$1.3M
30,155
-13%
建仓
—
AMER SOFTWARE INC
+$1.3M
106,593
增持
OXY
OCCIDENTAL PETE CORP
+$1.3M
61,719
+49%
增持
GIS
GENERAL MLS INC
+$1.3M
28,509
+92%
减持
—
ACTIVISION BLIZZARD INC
-$1.3M
12,491
-60%
增持
INTU
INTUIT
+$1.3M
8,518
+30%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
25,752
+33%
增持
CMCSA
COMCAST CORP NEW
+$1.3M
77,634
+35%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
13,187
+189%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$1.3M
25,683
建仓
W
WAYFAIR INC
+$1.2M
36,049
增持
GPC
GENUINE PARTS CO
+$1.2M
29,600
+18%
增持
DE
DEERE & CO
+$1.2M
9,195
+19%
增持
SO
SOUTHERN CO
+$1.2M
115,233
+15%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
12,921
-6%
减持
EXPD
EXPEDITORS INTL WASH INC
+$1.2M
69,094
-5%
建仓
VMC
VULCAN MATLS CO
+$1.2M
6,947
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
151,833
-19%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
31,022
+3%
建仓
BSM
BLACK STONE MINERALS L P
+$1.2M
74,437
建仓
INGR
INGREDION INC
+$1.2M
11,381
增持
MKC
MCCORMICK & CO INC
+$1.1M
40,931
+29%
增持
—
SOUTHSTATE CORPORATION
+$1.1M
27,888
+150%
增持
RSG
REPUBLIC SVCS INC
+$1.1M
10,097
+415%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
67,476
+3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.1M
14,703
+369%
建仓
BALL
BALL CORP
+$1.0M
18,732
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$1.0M
664
增持
PSX
PHILLIPS 66
+$1.0M
16,383
+104%
建仓
MOH
MOLINA HEALTHCARE INC
+$1.0M
3,785
增持
CSX
CSX CORP
+$998.9K
94,019
+38%
减持
PH
PARKER-HANNIFIN CORP
+$969.8K
11,133
-3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$953.3K
8,108
-59%
增持
MO
ALTRIA GROUP INC
+$946.2K
124,320
+9%
减持
ELV
ELEVANCE HEALTH INC
-$945.7K
9,324
-19%
减持
AMAT
APPLIED MATLS INC
-$944.7K
12,499
-59%
减持
HSY
HERSHEY CO
+$939.4K
47,024
-6%
增持
LOW
LOWES COS INC
+$924.6K
53,141
+3%
减持
FNV
FRANCO NEV CORP
-$914.8K
1,599
-83%
增持
VRSK
VERISK ANALYTICS INC
+$909.5K
13,716
+36%
减持
META
META PLATFORMS INC
-$907.1K
60,913
-40%
增持
PYPL
PAYPAL HLDGS INC
+$901.5K
40,999
+59%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$901.3K
33,443
增持
RLI
RLI CORP
+$898.7K
15,226
+39%
建仓
APPS
DIGITAL TURBINE INC
+$892.5K
72,210
增持
PM
PHILIP MORRIS INTL INC
+$880.4K
53,937
+3%
增持
—
ASML HOLDING N V
+$880.2K
1,822
+110%
增持
APD
AIR PRODS & CHEMS INC
+$878.8K
14,219
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$876.7K
21,081
+4%
减持
WM
WASTE MGMT INC DEL
-$876.6K
56,955
-10%
减持
TMUS
T-MOBILE US INC
-$875.9K
29,861
-23%
减持
HON
HONEYWELL INTL INC
+$869.2K
52,021
-4%
建仓
VB
VANGUARD INDEX FDS
+$868.4K
4,581
减持
BX
BLACKSTONE INC
-$862.3K
59,684
-18%
建仓
RIO
RIO TINTO PLC
+$838.8K
12,228
增持
ISRG
INTUITIVE SURGICAL INC
+$837.1K
8,933
+16%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$835.7K
49,114
+50%
建仓
SCHF
SCHWAB STRATEGIC TR
+$832.3K
23,915
