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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 59
减持 71
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$22.5M
923,266
-1%
增持
ABCB
AMERIS BANCORP
+$10.0M
2,312,649
+0%
增持
MSFT
MICROSOFT CORP
-$6.8M
305,292
+1%
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
NKE
NIKE INC
-$5.4M
43,465
-50%
减持
SLV
ISHARES SILVER TR
-$4.8M
56,065
-80%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$4.2M
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$4.0M
14,435
建仓
PPH
VANECK ETF TRUST
+$3.9M
49,050
增持
VTI
VANGUARD INDEX FDS
+$3.6M
407,741
+8%
增持
PCAR
PACCAR INC
+$3.4M
45,827
+673%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
274,001
+46%
减持
JBLU
JETBLUE AWYS CORP
-$3.3M
95,665
-77%
增持
GOOGL
ALPHABET INC
+$3.1M
253,665
+1%
减持
NEE
NEXTERA ENERGY INC
-$3.0M
110,421
-12%
增持
LLY
ELI LILLY & CO
+$2.9M
31,725
+5%
增持
—
EXXON MOBIL CORP
+$2.9M
207,693
+4%
减持
AMZN
AMAZON COM INC
-$2.8M
531,658
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.6M
70,602
-12%
减持
VXUS
VANGUARD STAR FDS
-$2.4M
530,381
-3%
增持
MCD
MCDONALDS CORP
-$2.4M
81,496
+2%
减持
GOOG
ALPHABET INC
+$2.4M
236,692
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$2.3M
35,859
-18%
增持
CVX
CHEVRON CORP NEW
+$2.3M
153,027
+2%
增持
BX
BLACKSTONE INC
+$2.3M
71,841
+23%
减持
PEP
PEPSICO INC
-$2.2M
104,547
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.1M
36,214
-80%
减持
PG
PROCTER AND GAMBLE CO
-$2.1M
141,346
-6%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
79,745
+126%
减持
SHOP
SHOPIFY INC
-$2.0M
28,006
-49%
增持
PSX
PHILLIPS 66
+$2.0M
30,753
+72%
增持
—
SCHWAB CHARLES FAMILY FD
+$2.0M
3,982,271
+98%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.9M
68,198
-3%
减持
NFLX
NETFLIX INC
-$1.9M
23,052
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
295,671
+4%
增持
AVGO
BROADCOM INC
+$1.9M
15,910
+22%
减持
SCHW
SCHWAB CHARLES CORP
-$1.8M
23,889
-57%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
151,669
-1%
减持
GPC
GENUINE PARTS CO
-$1.7M
21,077
-26%
增持
HSY
HERSHEY CO
-$1.7M
51,676
+7%
减持
RTX
RTX CORPORATION
-$1.7M
41,427
-13%
减持
FLO
FLOWERS FOODS INC
-$1.6M
11,306
-85%
减持
NTR
NUTRIEN LTD
-$1.6M
4,262
-87%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
59,824
+11%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
98,361
+1%
减持
WM
WASTE MGMT INC DEL
-$1.5M
54,548
-4%
增持
FDX
FEDEX CORP
+$1.5M
13,428
+65%
增持
KO
COCA COLA CO
-$1.5M
540,392
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
24,674
+87%
清仓
RNG
RINGCENTRAL INC
-$1.5M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
36,357
+128%
减持
HON
HONEYWELL INTL INC
-$1.4M
50,647
-2%
增持
META
META PLATFORMS INC
+$1.4M
56,913
+4%
减持
LUV
SOUTHWEST AIRLS CO
-$1.4M
45,989
-37%
减持
SBUX
STARBUCKS CORP
-$1.4M
44,821
-19%
减持
MRK
MERCK & CO INC
-$1.4M
75,967
-5%
增持
MPLX
MPLX LP
+$1.4M
47,395
+406%
减持
CAT
CATERPILLAR INC
+$1.4M
58,373
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
177,441
-7%
增持
VLO
VALERO ENERGY CORP
+$1.3M
19,119
+63%
减持
COP
CONOCOPHILLIPS
+$1.3M
86,429
-1%
减持
HD
HOME DEPOT INC
-$1.3M
107,978
-1%
减持
ABBV
ABBVIE INC
+$1.3M
120,694
-3%
增持
AMGN
AMGEN INC
+$1.3M
22,741
+4%
减持
OKTA
OKTA INC
-$1.3M
5,695
-77%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.3M
19,140
-46%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
186,484
+5%
增持
ET
ENERGY TRANSFER L P
+$1.2M
219,806
+50%
减持
ABT
ABBOTT LABS
-$1.2M
75,536
-3%
增持
FCX
FREEPORT-MCMORAN INC
+$1.2M
78,979
+81%
建仓
MP
MP MATERIALS CORP
+$1.2M
62,691
清仓
INGR
INGREDION INC
-$1.2M
0
-100%
增持
TSLA
TESLA INC
-$1.2M
111,944
+0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.2M
11,698
-49%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
39,519
+300%
增持
AMAT
APPLIED MATLS INC
+$1.1M
21,781
+68%
减持
GLD
SPDR GOLD TR
-$1.1M
74,191
-5%
减持
SJM
SMUCKER J M CO
-$1.1M
4,237
-62%
清仓
MOH
MOLINA HEALTHCARE INC
-$1.1M
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.1M
22,322
+227%
增持
CSX
CSX CORP
+$1.0M
135,330
+47%
增持
NVO
NOVO-NORDISK A S
+$1.0M
59,456
+119%
清仓
CPB
CAMPBELL SOUP CO
-$986.3K
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$980.8K
17,881
+75%
减持
SEVN
SEVEN HILLS REALTY TRUST
-$977.9K
375,862
-24%
减持
EXPD
EXPEDITORS INTL WASH INC
-$965.8K
62,575
-7%
减持
TJX
TJX COS INC NEW
-$963.9K
33,433
-28%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$915.5K
79,561
+35%
增持
VXF
VANGUARD INDEX FDS
+$905.0K
35,672
+26%
减持
PFE
PFIZER INC
-$896.8K
174,814
-4%
减持
MPC
MARATHON PETE CORP
-$892.0K
5,765
-62%
减持
SCHB
SCHWAB STRATEGIC TR
-$889.3K
56,689
-21%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$874.9K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$865.2K
54,730
+21%
减持
—
ARISTA NETWORKS INC
+$865.1K
64,921
-5%
减持
OMC
OMNICOM GROUP INC
-$861.0K
3,096
-73%
减持
INTC
INTEL CORP
-$853.9K
82,392
-27%
减持
BALL
BALL CORP
-$850.7K
5,086
-73%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$815.9K
36,206
-18%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$799.0K
72,764
+225%
增持
LMT
LOCKHEED MARTIN CORP
-$795.1K
24,119
+4%
减持
DHR
DANAHER CORPORATION
-$785.8K
4,564
-43%
减持
GD
GENERAL DYNAMICS CORP
-$772.1K
20,450
-17%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$771.7K
1,976
-4%
减持
CVS
CVS HEALTH CORP
-$770.2K
64,802
-15%
减持
COST
COSTCO WHSL CORP NEW
+$747.8K
31,005
-0%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$742.1K
13,419
减持
ABNB
AIRBNB INC
-$740.9K
5,825
-52%
减持
TRV
TRAVELERS COMPANIES INC
-$733.2K
50,744
-2%
增持
CTRA
COTERRA ENERGY INC
+$733.1K
54,206
+87%
减持
DLTR
DOLLAR TREE INC
-$727.8K
11,449
-16%
减持
DOW
DOW INC
-$725.0K
35,576
-26%
增持
KHC
KRAFT HEINZ CO
+$711.6K
55,566
+70%
增持
AXP
AMERICAN EXPRESS CO
-$705.7K
33,808
+2%
减持
WFC
WELLS FARGO CO NEW
-$698.8K
70,593
-16%
清仓
MRNA
MODERNA INC
-$695.7K
0
-100%
增持
FSK
FS KKR CAP CORP
+$693.5K
238,467
+14%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$674.5K
117,275
+22%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$661.9K
40,165
增持
WMT
WALMART INC
+$651.6K
102,963
+2%
减持
CL
COLGATE PALMOLIVE CO
-$647.2K
37,414
-13%
建仓
EQNR
EQUINOR ASA
+$644.3K
19,648
减持
UNH
UNITEDHEALTH GROUP INC
-$627.1K
31,628
-8%
减持
BA
BOEING CO
-$626.7K
27,042
-2%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$623.1K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$618.1K
12,899
+158%
减持
NET
CLOUDFLARE INC
-$617.9K
34,381
-19%
减持
LEG
LEGGETT & PLATT INC
-$616.6K
34,946
-31%
增持
XPO
XPO INC
+$614.2K
20,958
+30%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$607.9K
12,456
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$593.6K
3,573
-9%
建仓
FHN
FIRST HORIZON CORPORATION
+$592.7K
53,784
增持
TXT
TEXTRON INC
+$585.7K
31,764
+13%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$585.4K
1,222
-2%
增持
GILD
GILEAD SCIENCES INC
+$570.0K
14,378
+118%
增持
INTU
INTUIT
+$564.9K
8,315
+3%
增持
ETR
ENTERGY CORP NEW
+$561.9K
8,418
+278%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$556.7K
42,385
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$550.7K
48,463
+4%
减持
TXN
TEXAS INSTRS INC
-$550.5K
21,747
-2%
建仓
JXN
JACKSON FINANCIAL INC
+$550.2K
14,397
清仓
—
INTERPUBLIC GROUP COS INC
-$536.2K
0
-100%
建仓
MUR
MURPHY OIL CORP
+$533.5K
11,764
增持
VTEB
VANGUARD MUN BD FDS
+$531.9K
717,786
+6%
减持
ORCL
ORACLE CORP
-$500.8K
31,990
-2%
增持
DAL
DELTA AIR LINES INC DEL
-$494.3K
61,703
+6%
减持
—
GAMBLING COM GROUP LIMITED
+$494.1K
175,284
-0%
增持
—
CRISPR THERAPEUTICS AG
+$492.0K
15,256
+327%
建仓
CWH
CAMPING WORLD HLDGS INC
+$487.7K
23,896
增持
FE
FIRSTENERGY CORP
+$486.4K
20,730
+263%
减持
—
CARNIVAL CORP
-$473.6K
88,407
-1%
