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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 60
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$70.3M
444,051
-46%
增持
NVDA
NVIDIA CORPORATION
+$45.7M
110,445
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$32.6M
959,460
-41%
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
VXUS
VANGUARD STAR FDS
-$23.4M
629,028
-43%
减持
VOO
VANGUARD INDEX FDS
-$21.4M
57,380
-51%
减持
AAPL
APPLE INC
-$20.1M
912,709
-0%
增持
AMZN
AMAZON COM INC
+$17.4M
553,775
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$16.9M
329,994
-51%
增持
MSFT
MICROSOFT CORP
+$14.5M
311,975
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$11.3M
275,219
-50%
增持
AMD
ADVANCED MICRO DEVICES INC
+$10.7M
299,325
+2%
减持
TSLA
TESLA INC
-$9.9M
107,515
-7%
增持
META
META PLATFORMS INC
+$8.7M
60,533
+4%
增持
LLY
ELI LILLY & CO
+$6.7M
32,804
+2%
减持
—
SUPER MICRO COMPUTER INC
+$6.5M
11,626
-37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.3M
77,197
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.7M
24,572
+185%
增持
GOOG
ALPHABET INC
+$4.4M
257,662
+4%
增持
—
EXXON MOBIL CORP
+$4.1M
221,071
+2%
减持
BAC
BANK AMERICA CORP
-$4.1M
201,893
-42%
减持
ITOT
ISHARES TR
-$3.9M
2,110
-95%
减持
SGOV
ISHARES TR
-$3.6M
25,569
-59%
减持
HD
HOME DEPOT INC
+$3.5M
103,444
-1%
减持
PPH
VANECK ETF TRUST
-$3.5M
49,260
-50%
减持
AVGO
BROADCOM INC
+$3.4M
17,050
-1%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.3M
52,410
减持
BA
BOEING CO
-$3.1M
18,980
-27%
减持
VTV
VANGUARD INDEX FDS
-$3.1M
26,789
-48%
减持
JPM
JPMORGAN CHASE & CO
+$2.9M
178,545
-8%
减持
GLD
SPDR GOLD TR
-$2.9M
77,137
-21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.9M
56,873
+16%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
33,117
+2%
增持
MA
MASTERCARD INCORPORATED
+$2.7M
26,588
+13%
减持
NFLX
NETFLIX INC
+$2.6M
21,712
-0%
减持
VXF
VANGUARD INDEX FDS
-$2.6M
47,327
-33%
减持
BND
VANGUARD BD INDEX FDS
-$2.5M
81,551
-30%
减持
GOOGL
ALPHABET INC
+$2.5M
255,432
-1%
建仓
LI
LI AUTO INC
+$2.4M
79,570
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.4M
148,480
+54%
清仓
—
LIVENT CORP
-$2.3M
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$2.3M
1,895
-88%
增持
MSTR
MICROSTRATEGY INC
+$2.3M
2,065
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.2M
34,242
+373%
减持
CAT
CATERPILLAR INC
+$2.1M
52,006
-9%
增持
MITK
MITEK SYS INC
+$2.1M
1,850,440
+1%
增持
CVX
CHEVRON CORP NEW
+$2.1M
162,422
+3%
增持
WMT
WALMART INC
+$2.1M
325,144
+193%
减持
ABBV
ABBVIE INC
+$2.1M
114,402
-6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.0M
109,068
-28%
增持
WM
WASTE MGMT INC DEL
+$2.0M
55,244
+2%
增持
CRM
SALESFORCE INC
+$2.0M
32,520
+10%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.0M
130,756
增持
CMCSA
COMCAST CORP NEW
+$2.0M
149,665
+45%
增持
MRK
MERCK & CO INC
+$1.9M
67,806
+5%
建仓
DBX
DROPBOX INC
+$1.9M
79,240
清仓
NTES
NETEASE INC
-$1.9M
0
-100%
清仓
KRE
SPDR SER TR
-$1.9M
0
-100%
减持
MGC
VANGUARD WORLD FD
-$1.9M
13,965
-50%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.8M
34,262
-19%
清仓
IXUS
ISHARES TR
-$1.8M
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.8M
71,928
+8%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$1.8M
127,515
减持
TRV
TRAVELERS COMPANIES INC
+$1.8M
49,658
-2%
增持
NVO
NOVO-NORDISK A S
+$1.7M
66,656
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
35,266
-76%
清仓
SU
SUNCOR ENERGY INC NEW
-$1.7M
0
-100%
减持
—
ARISTA NETWORKS INC
+$1.7M
46,024
-7%
增持
MPC
MARATHON PETE CORP
+$1.6M
13,415
+87%
增持
QQQ
INVESCO QQQ TR
+$1.6M
6,672
+107%
增持
CTAS
CINTAS CORP
+$1.6M
18,993
+0%
增持
ADBE
ADOBE INC
+$1.6M
20,586
+40%
减持
DIS
DISNEY WALT CO
+$1.6M
55,666
-3%
增持
C
CITIGROUP INC
+$1.6M
63,176
+37%
增持
QCOM
QUALCOMM INC
+$1.6M
44,060
+8%
建仓
—
GIGACLOUD TECHNOLOGY INC
+$1.6M
58,310
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.6M
87,679
+73%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
41,376
-49%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.5M
16,074
建仓
UAL
UNITED AIRLS HLDGS INC
+$1.5M
30,798
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
34,721
+1%
减持
MCD
MCDONALDS CORP
-$1.4M
83,979
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$1.4M
70,452
-40%
增持
KO
COCA COLA CO
+$1.4M
556,106
+0%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
140,566
-7%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
9,301
-50%
减持
MU
MICRON TECHNOLOGY INC
+$1.3M
47,372
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
29,535
+129%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
19,569
+50%
减持
APD
AIR PRODS & CHEMS INC
-$1.3M
12,819
-20%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
1,989
+0%
减持
UNP
UNION PAC CORP
-$1.2M
37,832
-13%
减持
IJR
ISHARES TR
-$1.2M
11,365
-50%
减持
PCAR
PACCAR INC
+$1.2M
45,750
-0%
建仓
ACWX
ISHARES TR
+$1.2M
21,929
增持
ORCL
ORACLE CORP
+$1.2M
34,249
+15%
减持
FDX
FEDEX CORP
-$1.2M
8,116
-41%
减持
—
SCHWAB CHARLES FAMILY FD
-$1.2M
2,390,632
-33%
清仓
UAN
CVR PARTNERS LP
-$1.1M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$1.1M
22,820
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
63,500
-5%
减持
FCX
FREEPORT-MCMORAN INC
-$1.1M
10,030
-73%
增持
COP
CONOCOPHILLIPS
+$1.1M
89,448
+1%
减持
VMC
VULCAN MATLS CO
-$1.1M
1,404
-78%
增持
TWLO
TWILIO INC
+$1.1M
22,260
+481%
增持
TJX
TJX COS INC NEW
+$1.1M
46,517
+18%
增持
PSX
PHILLIPS 66
+$1.0M
32,080
+2%
增持
VLO
VALERO ENERGY CORP
+$1.0M
21,332
+6%
减持
—
ASML HOLDING N V
+$1.0M
5,587
-4%
增持
GE
GENERAL ELECTRIC CO
+$1.0M
19,381
+4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$965.3K
28,638
-14%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$962.7K
13,549
-49%
增持
SPYG
SPDR SER TR
+$929.2K
21,854
+112%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$910.1K
8,270
清仓
CF
CF INDS HLDGS INC
-$908.8K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$905.0K
132,885
+17%
清仓
—
CALUMET SPECIALTY PRODS PART
-$900.9K
0
-100%
减持
CLX
CLOROX CO DEL
-$895.6K
16,268
-32%
建仓
MOH
MOLINA HEALTHCARE INC
+$887.4K
2,160
增持
SCHB
SCHWAB STRATEGIC TR
+$886.7K
67,777
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$886.0K
46,941
+45%
减持
PH
PARKER-HANNIFIN CORP
+$880.9K
15,041
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$861.6K
173,522
+1%
减持
SPGI
S&P GLOBAL INC
-$851.0K
10,772
-13%
减持
V
VISA INC
+$847.8K
80,169
-4%
减持
BX
BLACKSTONE INC
-$835.5K
64,860
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$834.2K
5,757
-50%
减持
MDLZ
MONDELEZ INTL INC
-$820.8K
62,781
-13%
减持
PG
PROCTER AND GAMBLE CO
+$815.9K
131,492
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$801.6K
24,544
+7%
增持
—
LAM RESEARCH CORP
+$794.8K
2,464
+21%
增持
PFE
PFIZER INC
+$791.8K
200,968
+21%
增持
WRB
BERKLEY W R CORP
+$781.4K
41,982
+1%
增持
NUE
NUCOR CORP
+$779.6K
16,990
+14%
清仓
ISCF
ISHARES TR
-$774.1K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$769.9K
96,673
+6%
减持
BRO
BROWN & BROWN INC
+$752.4K
46,364
-0%
减持
TXN
TEXAS INSTRS INC
-$750.4K
22,516
-19%
减持
IEX
IDEX CORP
+$746.8K
28,148
-0%
减持
CSCO
CISCO SYS INC
-$742.5K
67,918
-17%
减持
VB
VANGUARD INDEX FDS
-$740.8K
6,762
-40%
增持
SPYV
SPDR SER TR
+$721.8K
22,279
+163%
减持
URI
UNITED RENTALS INC
+$718.1K
7,881
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$716.2K
10,659
-19%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$707.4K
30,397
-11%
增持
EOG
EOG RES INC
+$696.4K
25,842
+20%
增持
BHF
BRIGHTHOUSE FINL INC
+$686.7K
25,656
+114%
建仓
STM
STMICROELECTRONICS N V
+$676.4K
15,642
增持
ET
ENERGY TRANSFER L P
+$666.2K
246,567
+6%
清仓
—
MARATHON OIL CORP
-$659.5K
0
-100%
清仓
OLN
OLIN CORP
-$632.0K
0
-100%
