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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 72
减持 45
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$47.9M
1,195,542
+982%
增持
AAPL
APPLE INC
+$37.4M
920,737
+1%
增持
MSFT
MICROSOFT CORP
+$11.6M
319,718
+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
LLY
ELI LILLY & CO
+$10.6M
39,918
+22%
增持
GOOG
ALPHABET INC
+$9.2M
264,005
+2%
增持
AMZN
AMAZON COM INC
+$9.0M
563,284
+2%
减持
GOOGL
ALPHABET INC
+$7.8M
254,663
-0%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.4M
0
-100%
建仓
SPYM
SPDR SER TR
+$7.3M
113,467
增持
—
EXXON MOBIL CORP
+$7.0M
283,782
+28%
增持
AVGO
BROADCOM INC
+$6.6M
18,178
+7%
增持
ABCB
AMERIS BANCORP
+$5.9M
2,533,580
+1%
减持
JNJ
JOHNSON & JOHNSON
-$5.7M
113,382
-19%
增持
VTEB
VANGUARD MUN BD FDS
+$5.7M
1,081,781
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
-$5.2M
300,931
+1%
增持
—
EATON CORP PLC
+$5.1M
26,664
+157%
增持
MITK
MITEK SYS INC
-$4.9M
1,891,858
+2%
增持
META
META PLATFORMS INC
+$4.9M
68,073
+12%
减持
ITW
ILLINOIS TOOL WKS INC
-$4.9M
18,147
-47%
增持
COST
COSTCO WHSL CORP NEW
+$4.8M
34,164
+3%
增持
PGR
PROGRESSIVE CORP
+$4.3M
24,799
+483%
减持
TRV
TRAVELERS COMPANIES INC
-$4.1M
35,869
-28%
减持
CVX
CHEVRON CORP NEW
-$4.0M
138,519
-15%
减持
—
ARISTA NETWORKS INC
-$3.7M
27,559
-40%
增持
—
SCHWAB CHARLES FAMILY FD
+$3.6M
6,039,934
+153%
建仓
VRT
VERTIV HOLDINGS CO
+$3.5M
40,317
清仓
T
AT&T INC
-$3.5M
0
-100%
清仓
AFL
AFLAC INC
-$3.4M
0
-100%
清仓
—
PIONEER NAT RES CO
-$3.2M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.1M
46,225
-27%
减持
IEX
IDEX CORP
-$3.0M
19,176
-32%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$2.8M
28,477
建仓
TLT
ISHARES TR
+$2.8M
30,415
增持
WMT
WALMART INC
+$2.7M
329,512
+1%
减持
—
CHUBB LIMITED
-$2.7M
35,816
-22%
清仓
SGOV
ISHARES TR
-$2.6M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$2.6M
100,090
-33%
增持
—
AMER SOFTWARE INC
+$2.6M
426,663
+265%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$2.5M
0
-100%
减持
CAT
CATERPILLAR INC
-$2.4M
49,959
-4%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.3M
10
+67%
减持
VTI
VANGUARD INDEX FDS
+$2.2M
439,653
-1%
增持
QCOM
QUALCOMM INC
+$2.2M
48,483
+10%
增持
MCD
MCDONALDS CORP
-$2.2M
84,413
+1%
增持
HD
HOME DEPOT INC
-$2.2M
109,003
+5%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
50,277
-33%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.1M
26,094
+6%
减持
—
MEDTRONIC PLC
-$2.0M
30,543
-40%
减持
UNP
UNION PAC CORP
-$2.0M
32,143
-15%
减持
HSY
HERSHEY CO
-$2.0M
42,201
-16%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$2.0M
0
-100%
清仓
VALE
VALE S A
-$1.9M
0
-100%
建仓
IWY
ISHARES TR
+$1.9M
8,968
增持
RIO
RIO TINTO PLC
+$1.9M
43,291
+191%
减持
LI
LI AUTO INC
-$1.8M
33,270
-58%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
127,747
+12%
增持
NFLX
NETFLIX INC
+$1.7M
22,116
+2%
减持
DBX
DROPBOX INC
-$1.6M
14,177
-82%
增持
AMAT
APPLIED MATLS INC
+$1.6M
26,692
+17%
增持
ADI
ANALOG DEVICES INC
+$1.6M
20,486
+31%
增持
AMGN
AMGEN INC
+$1.6M
26,223
+12%
减持
V
VISA INC
-$1.6M
79,297
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
53,812
+57%
建仓
EME
EMCOR GROUP INC
+$1.5M
4,203
减持
AAOI
APPLIED OPTOELECTRONICS INC
-$1.5M
29,791
-77%
增持
NVO
NOVO-NORDISK A S
+$1.5M
70,149
+5%
减持
INTC
INTEL CORP
-$1.4M
84,599
-7%
增持
LOW
LOWES COS INC
-$1.4M
53,444
+3%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.4M
88,028
+68%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.4M
22,835
-20%
增持
CRM
SALESFORCE INC
-$1.3M
32,996
+1%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
52,233
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
22,216
+1%
减持
VLO
VALERO ENERGY CORP
-$1.2M
15,341
-28%
建仓
EVRG
EVERGY INC
+$1.2M
23,043
减持
—
CARNIVAL CORP
-$1.2M
94,014
-48%
建仓
CLS
CELESTICA INC
+$1.2M
21,150
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
39,370
+13%
增持
KLAC
KLA CORP
+$1.2M
3,148
+56%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.2M
17,523
+248%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$1.2M
28,033
增持
PH
PARKER-HANNIFIN CORP
+$1.1M
18,762
+25%
增持
SO
SOUTHERN CO
+$1.1M
126,751
+4%
减持
DAL
DELTA AIR LINES INC DEL
-$1.1M
47,416
-33%
减持
TWLO
TWILIO INC
-$1.1M
4,220
-81%
建仓
KRT
KARAT PACKAGING INC
+$1.1M
37,888
清仓
DLX
DELUXE CORP
-$1.1M
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.1M
23,900
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
56,411
-1%
增持
TXN
TEXAS INSTRS INC
+$1.1M
25,731
+14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
257,633
-6%
减持
HON
HONEYWELL INTL INC
-$1.1M
41,672
-14%
减持
WM
WASTE MGMT INC DEL
-$1.0M
50,281
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
9,734
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
39,246
+2%
增持
TMUS
T-MOBILE US INC
+$1.0M
37,953
+10%
清仓
SCCO
SOUTHERN COPPER CORP
-$1.0M
0
-100%
增持
DIS
DISNEY WALT CO
-$1.0M
58,493
+5%
建仓
VITL
VITAL FARMS INC
+$1.0M
21,427
增持
PM
PHILIP MORRIS INTL INC
+$991.6K
66,075
+6%
建仓
VST
VISTRA CORP
+$988.9K
11,501
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$984.3K
20,981
+7%
增持
ORCL
ORACLE CORP
+$981.4K
37,419
+9%
减持
PCAR
PACCAR INC
-$972.0K
45,618
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$962.6K
82,167
+6%
清仓
RXO
RXO INC
-$950.9K
0
-100%
增持
MPLX
MPLX LP
+$945.0K
69,077
+44%
增持
MO
ALTRIA GROUP INC
+$921.6K
145,088
+11%
增持
PWR
QUANTA SVCS INC
+$909.8K
10,633
+54%
增持
—
CONSOL ENERGY INC NEW
+$902.7K
15,396
+93%
减持
NUE
NUCOR CORP
-$896.7K
15,598
-8%
建仓
PDD
PDD HOLDINGS INC
+$881.1K
6,627
清仓
—
SHOCKWAVE MED INC
-$872.4K
0
-100%
减持
BA
BOEING CO
-$869.1K
15,350
-19%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$868.0K
21,847
减持
SPG
SIMON PPTY GROUP INC NEW
-$843.3K
68,595
-5%
建仓
IMO
IMPERIAL OIL LTD
+$839.2K
12,296
增持
—
JOHNSON CTLS INTL PLC
+$799.1K
17,258
+224%
增持
NKE
NIKE INC
-$792.7K
52,967
+4%
减持
LUV
SOUTHWEST AIRLS CO
-$777.9K
12,775
-67%
增持
PEP
PEPSICO INC
-$775.4K
107,018
+2%
增持
ABBV
ABBVIE INC
-$765.3K
116,997
+2%
建仓
GEV
GE VERNOVA INC
+$763.4K
4,451
增持
COP
CONOCOPHILLIPS
-$753.3K
92,950
+4%
增持
LNC
LINCOLN NATL CORP IND
+$753.0K
42,738
+137%
增持
IP
INTERNATIONAL PAPER CO
+$748.4K
24,358
+214%
增持
BHF
BRIGHTHOUSE FINL INC
+$745.3K
47,707
+86%
增持
NOW
SERVICENOW INC
+$743.8K
5,812
+16%
减持
DFUS
DIMENSIONAL ETF TRUST
-$727.6K
81,238
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$715.6K
44,065
-6%
清仓
JBLU
JETBLUE AWYS CORP
-$712.1K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$704.4K
640,710
+2%
增持
BAC
BANK AMERICA CORP
+$699.4K
210,087
+4%
增持
IJH
ISHARES TR
+$695.3K
36,941
+53%
建仓
UPST
UPSTART HLDGS INC
+$694.9K
29,455
减持
ADBE
ADOBE INC
+$694.2K
19,948
-3%
减持
VOO
VANGUARD INDEX FDS
+$692.2K
56,535
-1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$679.1K
7,092
-41%
建仓
KSS
KOHLS CORP
+$673.6K
29,298
增持
DELL
DELL TECHNOLOGIES INC
+$666.0K
15,069
+22%
增持
AMP
AMERIPRISE FINL INC
+$648.3K
4,852
+49%
减持
JPM
JPMORGAN CHASE & CO.
-$643.9K
173,631
-3%
减持
ULTA
ULTA BEAUTY INC
-$635.0K
3,841
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$634.8K
12,035
-1%
增持
MA
MASTERCARD INCORPORATED
-$633.5K
27,587
+4%
增持
CVS
CVS HEALTH CORP
-$633.1K
66,136
+16%
增持
QQQ
INVESCO QQQ TR
+$632.1K
7,503
+12%
清仓
LEG
LEGGETT & PLATT INC
-$620.4K
0
-100%
建仓
—
ARDMORE SHIPPING CORP
+$608.2K
26,996
减持
MOS
MOSAIC CO NEW
-$604.2K
23,766
-40%
