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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 80
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$27.3M
930,978
+0%
增持
MSFT
MICROSOFT CORP
+$18.7M
303,014
+3%
增持
AMZN
AMAZON COM INC
+$15.5M
539,797
+2%
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
+$14.9M
97,445
+3%
增持
VTI
VANGUARD INDEX FDS
+$10.6M
376,886
+6%
增持
TSLA
TESLA INC
+$10.4M
111,501
+23%
增持
ABCB
AMERIS BANCORP
+$8.2M
2,301,957
+19%
增持
KO
COCA COLA CO
+$5.9M
527,948
+26%
增持
AMD
ADVANCED MICRO DEVICES INC
+$5.1M
283,558
+2%
增持
GOOG
ALPHABET INC
+$4.5M
238,368
+2%
增持
LLY
LILLY ELI & CO
+$4.4M
30,128
+6%
减持
TGT
TARGET CORP
-$4.0M
28,885
-39%
增持
AVGO
BROADCOM INC
+$4.0M
13,046
+14%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
177,344
+5%
减持
GOOGL
ALPHABET INC
+$3.8M
251,345
-1%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
53,819
+9%
减持
ABBV
ABBVIE INC
-$3.3M
124,044
-1%
增持
MITK
MITEK SYS INC
+$2.9M
1,817,778
+4%
减持
META
META PLATFORMS INC
+$2.8M
54,629
-10%
增持
SLV
ISHARES SILVER TR
+$2.7M
283,564
+95%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.5M
176,897
+555%
增持
SCHW
SCHWAB CHARLES CORP
+$2.5M
55,268
+334%
减持
PFE
PFIZER INC
-$2.2M
182,536
-17%
增持
MCD
MCDONALDS CORP
+$2.1M
79,955
+3%
减持
NFLX
NETFLIX INC
+$2.1M
24,138
-2%
增持
SHOP
SHOPIFY INC
+$2.1M
54,464
+84%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
80,279
-2%
增持
CRM
SALESFORCE INC
+$2.1M
30,229
+40%
增持
PH
PARKER-HANNIFIN CORP
+$2.1M
14,866
+34%
增持
HD
HOME DEPOT INC
+$2.0M
109,251
+1%
建仓
TXT
TEXTRON INC
+$1.9M
28,040
减持
RF
REGIONS FINANCIAL CORP NEW
-$1.9M
36,750
-73%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
187,275
+25%
增持
—
EXXON MOBIL CORP
+$1.8M
200,649
+12%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
153,337
+1%
增持
NET
CLOUDFLARE INC
+$1.8M
42,608
+170%
清仓
—
NORDSTROM INC
-$1.8M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.7M
70,088
-5%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
549,480
+4%
减持
CF
CF INDS HLDGS INC
-$1.7M
11,391
-66%
减持
SGOV
ISHARES TR
-$1.5M
47,845
-24%
建仓
RNG
RINGCENTRAL INC
+$1.5M
45,500
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$1.5M
87,904
减持
—
ARISTA NETWORKS INC
-$1.5M
68,344
-8%
减持
SEVN
SEVEN HILLS REALTY TRUST
-$1.5M
495,356
-24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.4M
13,038
+1%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.4M
17,188
清仓
—
CANADIAN PAC RY LTD
-$1.4M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
31,147
+0%
减持
T
AT&T INC
-$1.4M
260,243
-9%
增持
—
ASML HOLDING N V
+$1.3M
3,566
+96%
增持
ENPH
ENPHASE ENERGY INC
+$1.3M
13,616
+196%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
9,993
+47%
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
676,893
-3%
增持
MRK
MERCK & CO INC
+$1.3M
79,678
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.3M
71,862
+40%
增持
NTR
NUTRIEN LTD
+$1.3M
31,945
+276%
减持
TD
TORONTO DOMINION BK ONT
-$1.3M
17,783
-55%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$1.3M
0
-100%
清仓
W
WAYFAIR INC
-$1.2M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
21,282
+1%
减持
GLD
SPDR GOLD TR
-$1.2M
77,739
-5%
减持
UPST
UPSTART HLDGS INC
-$1.2M
7,230
-92%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.2M
42,644
+480%
增持
COP
CONOCOPHILLIPS
+$1.2M
87,119
+10%
增持
ORCL
ORACLE CORP
+$1.2M
32,657
+12%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.1M
35,720
+84%
减持
NKE
NIKE INC
-$1.1M
86,743
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
35,283
+176%
增持
IJR
ISHARES TR
+$1.1M
24,028
+82%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
46,965
+50%
减持
DSGX
DESCARTES SYS GROUP INC
-$1.1M
38,934
-25%
减持
ITOT
ISHARES TR
-$1.0M
38,515
-27%
增持
WMT
WALMART INC
+$1.0M
100,618
+0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$985.5K
17,812
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$982.8K
12,990
减持
SHW
SHERWIN WILLIAMS CO
-$964.8K
15,196
-32%
增持
KRE
SPDR SER TR
+$956.3K
42,411
+140%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$947.5K
2,053
+2%
增持
OKTA
OKTA INC
+$944.9K
24,948
+174%
减持
DIS
DISNEY WALT CO
-$934.0K
56,842
-5%
增持
SPGI
S&P GLOBAL INC
+$929.8K
11,994
+7%
增持
ISRG
INTUITIVE SURGICAL INC
+$911.3K
9,339
+5%
清仓
APPS
DIGITAL TURBINE INC
-$892.5K
0
-100%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$879.3K
102,735
+28%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$846.2K
44,066
+0%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$831.1K
7
+17%
减持
HON
HONEYWELL INTL INC
+$830.4K
51,916
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$825.7K
34,482
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$812.3K
46,129
+93%
增持
OMC
OMNICOM GROUP INC
+$801.3K
11,472
+273%
增持
DUK
DUKE ENERGY CORP NEW
-$793.2K
118,776
+0%
减持
BAC
BANK AMERICA CORP
-$771.8K
356,539
-7%
减持
—
CARNIVAL CORP
+$763.4K
89,567
-2%
增持
DAL
DELTA AIR LINES INC DEL
+$751.0K
58,420
+1%
清仓
CNQ
CANADIAN NAT RES LTD
-$737.5K
0
-100%
增持
PEP
PEPSICO INC
+$724.0K
107,466
+2%
减持
LOW
LOWES COS INC
+$718.1K
50,264
-5%
建仓
ISCF
ISHARES TR
+$703.5K
22,802
建仓
OCFC
OCEANFIRST FINL CORP
+$703.2K
45,020
清仓
BBWI
BATH & BODY WORKS INC
-$702.9K
0
-100%
减持
NEM
NEWMONT CORP
-$674.1K
11,270
-52%
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$672.5K
9,546
减持
MA
MASTERCARD INCORPORATED
+$672.1K
23,069
-0%
减持
CAT
CATERPILLAR INC
+$671.9K
59,214
-2%
增持
JBLU
JETBLUE AWYS CORP
+$670.6K
423,065
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$665.9K
19,948
+44%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$662.4K
17,875
+116%
增持
AXP
AMERICAN EXPRESS CO
+$657.5K
33,005
+7%
清仓
FITB
FIFTH THIRD BANCORP
-$656.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$655.9K
29,630
-0%
增持
URI
UNITED RENTALS INC
+$643.8K
6,999
+12%
增持
BRO
BROWN & BROWN INC
+$622.1K
51,406
+1%
清仓
FLNA
CASSAVA SCIENCES INC
-$618.7K
0
-100%
建仓
SHY
ISHARES TR
+$602.9K
7,436
增持
NOW
SERVICENOW INC
+$602.2K
4,983
+5%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$600.1K
0
-100%
减持
VICI
VICI PPTYS INC
-$592.0K
19,004
-48%
增持
IJH
ISHARES TR
+$587.3K
5,249
+67%
增持
XPO
XPO INC
+$576.5K
16,110
+37%
减持
TTD
THE TRADE DESK INC
+$572.5K
35,439
-0%
减持
WM
WASTE MGMT INC DEL
+$569.7K
56,874
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$564.5K
28,180
-21%
减持
ABT
ABBOTT LABS
-$550.5K
78,177
-13%
增持
NSC
NORFOLK SOUTHN CORP
+$547.4K
8,919
+28%
增持
INTC
INTEL CORP
+$536.5K
113,128
+14%
建仓
—
INTERPUBLIC GROUP COS INC
+$536.2K
13,898
减持
EXPD
EXPEDITORS INTL WASH INC
+$530.1K
67,190
-3%
减持
SCHP
SCHWAB STRATEGIC TR
-$528.2K
7,022
-58%
减持
V
VISA INC
+$528.2K
72,461
-2%
清仓
KIM
KIMCO RLTY CORP
-$520.2K
0
-100%
增持
FTNT
FORTINET INC
+$514.8K
48,584
+2%
减持
SYY
SYSCO CORP
-$505.6K
26,312
-17%
减持
CINF
CINCINNATI FINL CORP
-$500.6K
14,032
-16%
建仓
WSO
WATSCO INC
+$500.1K
1,311
增持
SPG
SIMON PPTY GROUP INC NEW
+$497.0K
65,578
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$489.2K
28,158
+9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$487.2K
59,123
+20%
增持
APD
AIR PRODS & CHEMS INC
+$483.1K
15,247
+7%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$482.7K
25,837
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$478.7K
23,152
-2%
增持
DRI
DARDEN RESTAURANTS INC
+$475.0K
5,911
+79%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$469.5K
1,843
-68%
增持
UBER
UBER TECHNOLOGIES INC
+$467.4K
27,240
+22%
减持
PRU
PRUDENTIAL FINL INC
-$466.5K
16,559
-29%
清仓
—
CATALENT INC
-$463.2K
0
-100%
增持
—
EATON CORP PLC
+$458.7K
9,712
+11%
建仓
NDSN
NORDSON CORP
+$455.1K
1,834
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$454.4K
1,248
+1%
减持
CTAS
CINTAS CORP
+$446.0K
19,948
-3%
