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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 50
减持 62
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$110.0M
26,888
-94%
清仓
VTEB
VANGUARD MUN BD FDS
-$54.2M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$35.4M
49,587
-92%
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。
清仓
VOO
VANGUARD INDEX FDS
-$28.3M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$19.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$13.6M
300,439
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$12.5M
4,969
-98%
减持
AAPL
APPLE INC
+$8.3M
867,866
-6%
清仓
VXF
VANGUARD INDEX FDS
-$7.9M
0
-100%
增持
TSLA
TESLA INC
+$7.2M
99,004
+5%
减持
MITK
MITEK SYS INC
-$6.4M
1,701,813
-10%
减持
GOOG
ALPHABET INC
-$6.1M
253,249
-4%
清仓
—
SCHWAB CHARLES FAMILY FD
-$6.0M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$5.8M
1,168,458
-2%
清仓
BND
VANGUARD BD INDEX FDS
-$5.7M
0
-100%
增持
GLD
SPDR GOLD TR
+$5.7M
89,986
+19%
减持
AMZN
AMAZON COM INC
-$5.3M
556,006
-1%
减持
HD
HOME DEPOT INC
+$5.1M
105,259
-3%
增持
VST
VISTRA CORP
+$5.1M
51,209
+345%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$4.9M
0
-100%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$4.8M
0
-100%
增持
KO
COCA COLA CO
+$4.6M
534,625
+1%
减持
GOOGL
ALPHABET INC
-$4.5M
252,320
-1%
建仓
AFL
AFLAC INC
+$4.4M
39,393
增持
—
SUPER MICRO COMPUTER INC
-$4.3M
16,766
+21%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$4.3M
0
-100%
减持
PCAR
PACCAR INC
-$4.2M
5,161
-89%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$4.2M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$4.2M
26,160
减持
CVX
CHEVRON CORP NEW
-$4.1M
119,604
-14%
建仓
T
AT&T INC
+$4.0M
181,872
建仓
POWL
POWELL INDS INC
+$3.7M
16,621
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
80,101
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$3.3M
3,443
-65%
增持
VRT
VERTIV HOLDINGS CO
+$3.2M
67,743
+68%
增持
AVGO
BROADCOM INC
+$3.2M
187,592
+932%
减持
ABBV
ABBVIE INC
+$2.9M
116,337
-1%
增持
ALL
ALLSTATE CORP
+$2.9M
20,498
+227%
减持
WMT
WALMART INC
+$2.9M
312,051
-5%
增持
—
EATON CORP PLC
+$2.9M
33,861
+27%
减持
META
META PLATFORMS INC
+$2.8M
64,908
-5%
增持
LOW
LOWES COS INC
+$2.8M
53,766
+1%
清仓
MGC
VANGUARD WORLD FD
-$2.8M
0
-100%
增持
MSTR
MICROSTRATEGY INC
+$2.6M
39,893
+1235%
增持
SPYM
SPDR SER TR
+$2.5M
144,727
+28%
增持
—
EXXON MOBIL CORP
+$2.5M
299,874
+6%
减持
AMAT
APPLIED MATLS INC
-$2.5M
18,894
-29%
减持
QCOM
QUALCOMM INC
-$2.4M
42,471
-12%
增持
RTX
RTX CORPORATION
+$2.4M
49,916
+38%
增持
CTAS
CINTAS CORP
+$2.4M
76,937
+302%
建仓
HWM
HOWMET AEROSPACE INC
+$2.3M
23,366
减持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
38,179
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.3M
54,637
-3%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
87,972
-22%
建仓
ANF
ABERCROMBIE & FITCH CO
+$2.3M
16,388
减持
CAT
CATERPILLAR INC
+$2.3M
48,366
-3%
增持
SO
SOUTHERN CO
+$2.3M
134,194
+6%
增持
CAVA
CAVA GROUP INC
+$2.2M
25,455
+155%
建仓
—
SCORPIO TANKERS INC
+$2.2M
31,156
增持
TFC
TRUIST FINL CORP
+$2.2M
282,607
+11%
增持
GLW
CORNING INC
+$2.0M
55,986
+343%
减持
—
ASML HOLDING N V
-$2.0M
4,546
-20%
增持
WM
WASTE MGMT INC DEL
+$2.0M
61,187
+22%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.9M
186,566
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$1.9M
117,798
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
136,050
+3%
增持
—
CHUBB LIMITED
+$1.7M
37,721
+5%
增持
URI
UNITED RENTALS INC
+$1.7M
8,604
+6%
清仓
VBR
VANGUARD INDEX FDS
-$1.7M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$1.7M
3,424
-77%
减持
PH
PARKER-HANNIFIN CORP
+$1.7M
17,641
-6%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
18,322
-39%
增持
SLV
ISHARES SILVER TR
+$1.6M
110,056
+89%
减持
NEE
NEXTERA ENERGY INC
+$1.6M
125,399
-2%
增持
—
MEDTRONIC PLC
+$1.5M
43,832
+44%
增持
MMM
3M CO
+$1.5M
23,431
+44%
增持
EBAY
EBAY INC.
+$1.5M
29,791
+290%
增持
NVO
NOVO-NORDISK A S
-$1.5M
71,534
+2%
增持
NOW
SERVICENOW INC
+$1.5M
6,769
+16%
清仓
VB
VANGUARD INDEX FDS
-$1.5M
0
-100%
减持
PSX
PHILLIPS 66
-$1.5M
24,985
-26%
增持
PGR
PROGRESSIVE CORP
+$1.5M
26,051
+5%
减持
CVS
CVS HEALTH CORP
-$1.4M
39,118
-41%
清仓
—
GAMBLING COM GROUP LIMITED
-$1.4M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$1.4M
21,157
-10%
减持
ADBE
ADOBE INC
-$1.4M
18,698
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$1.4M
30,674
+18%
减持
MPC
MARATHON PETE CORP
-$1.4M
7,177
-51%
增持
GE
GE AEROSPACE
+$1.4M
22,943
+23%
减持
BX
BLACKSTONE INC
+$1.4M
62,540
-6%
减持
—
GIGACLOUD TECHNOLOGY INC
-$1.3M
19,433
-67%
建仓
R
RYDER SYS INC
+$1.3M
8,954
减持
MCD
MCDONALDS CORP
+$1.3M
74,881
-11%
减持
AXP
AMERICAN EXPRESS CO
+$1.3M
38,320
-3%
增持
TMUS
T-MOBILE US INC
+$1.2M
38,302
+1%
建仓
—
TE CONNECTIVITY PLC
+$1.2M
7,889
减持
V
VISA INC
-$1.2M
71,370
-10%
清仓
ACWX
ISHARES TR
-$1.2M
0
-100%
建仓
VFC
V F CORP
+$1.2M
57,666
减持
SCHB
SCHWAB STRATEGIC TR
-$1.1M
40,154
-34%
减持
ZS
ZSCALER INC
-$1.1M
2,206
-72%
减持
APD
AIR PRODS & CHEMS INC
-$1.1M
5,066
-51%
增持
CRM
SALESFORCE INC
+$1.1M
35,103
+6%
增持
HPQ
HP INC
+$1.1M
38,378
+426%
减持
PM
PHILIP MORRIS INTL INC
+$1.1M
64,113
-3%
减持
—
DUPONT DE NEMOURS INC
-$1.1M
8,494
-63%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
38,437
-17%
减持
LLY
ELI LILLY & CO
-$1.1M
39,583
-1%
减持
BP
BP PLC
-$1.1M
28,271
-48%
减持
COP
CONOCOPHILLIPS
-$1.1M
90,925
-2%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
23,373
+13%
增持
—
AMER SOFTWARE INC
+$1.0M
441,809
+4%
减持
TRV
TRAVELERS COMPANIES INC
+$1.0M
35,612
-1%
减持
ORCL
ORACLE CORP
+$1.0M
37,071
-1%
减持
MRK
MERCK & CO INC
-$1.0M
66,051
-4%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
69,429
-31%
增持
GSBC
GREAT SOUTHN BANCORP INC
+$991.5K
24,862
+219%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$980.2K
11,305
建仓
TRGP
TARGA RES CORP
+$976.8K
6,599
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$957.5K
12,523
+2%
减持
SHW
SHERWIN WILLIAMS CO
+$947.9K
11,894
-1%
增持
—
SPOTIFY TECHNOLOGY S A
+$946.8K
4,187
+120%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$939.0K
5,975
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$932.8K
12,907
-64%
增持
—
ARISTA NETWORKS INC
+$929.9K
27,588
+0%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$924.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
-$915.9K
57,413
+10%
增持
D
DOMINION ENERGY INC
+$890.9K
67,464
+10%
增持
PFE
PFIZER INC
+$890.2K
234,455
+11%
清仓
PDD
PDD HOLDINGS INC
-$881.1K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$878.4K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
+$876.6K
66,793
-3%
增持
UNP
UNION PAC CORP
+$874.3K
33,054
+3%
减持
—
LAM RESEARCH CORP
-$854.5K
2,391
-9%
增持
J
JACOBS SOLUTIONS INC
+$853.3K
8,780
+314%
清仓
IMO
IMPERIAL OIL LTD
-$839.2K
0
-100%
建仓
PBT
PERMIAN BASIN RTY TR
+$837.1K
70,403
减持
DOW
DOW INC
-$831.4K
21,389
-43%
增持
AMGN
AMGEN INC
+$828.1K
27,999
+7%
减持
INTC
INTEL CORP
-$820.5K
76,708
-9%
清仓
EFA
ISHARES TR
-$797.1K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$796.8K
0
-100%
增持
NFLX
NETFLIX INC
+$795.7K
22,166
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$794.8K
170,319
-2%
建仓
AEM
AGNICO EAGLE MINES LTD
+$772.5K
9,589
清仓
IJK
ISHARES TR
-$762.7K
0
-100%
减持
NET
CLOUDFLARE INC
-$752.9K
28,162
-23%
减持
BIIB
BIOGEN INC
-$742.1K
8,289
-18%
减持
SNPS
SYNOPSYS INC
-$729.8K
3,734
-15%
