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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 7
减持 55
清仓 87
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$203.6M
119,368
-96%
减持
SPYG
SPDR SER TR
-$139.0M
18,779
-99%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$137.7M
0
-100%
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
IVV
ISHARES TR
-$124.1M
7,800
-96%
减持
SPY
SPDR S&P 500 ETF TR
-$118.3M
7,217
-97%
清仓
SPTM
SPDR SER TR
-$104.1M
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$84.3M
0
-100%
减持
SPYV
SPDR SER TR
-$78.1M
27,766
-98%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$77.4M
2,599
-99%
减持
QQQ
INVESCO QQQ TR
-$75.8M
9,641
-94%
减持
DGRW
WISDOMTREE TR
-$69.8M
2,973
-100%
清仓
TBIL
RBB FD INC
-$66.1M
0
-100%
减持
SPSM
SPDR SER TR
-$62.8M
21,037
-99%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$53.5M
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$50.7M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$50.2M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$46.0M
9,163
-99%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$45.8M
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$45.2M
112,700
-92%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$44.2M
0
-100%
减持
SPTI
SPDR SER TR
-$39.7M
23,538
-98%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$38.9M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$36.7M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$36.6M
48,518
-97%
清仓
PYLD
PIMCO ETF TR
-$36.1M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$34.3M
3,542
-96%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$33.6M
0
-100%
清仓
JBND
J P MORGAN EXCHANGE TRADED F
-$32.0M
0
-100%
减持
SPTL
SPDR SER TR
-$30.2M
12,594
-99%
减持
IJR
ISHARES TR
-$29.5M
13,123
-95%
清仓
SPGM
SPDR INDEX SHS FDS
-$29.5M
0
-100%
减持
IJH
ISHARES TR
-$29.4M
29,532
-94%
增持
NVDA
NVIDIA CORPORATION
-$28.8M
1,692,087
+7%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$27.8M
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$27.8M
0
-100%
清仓
QGRO
AMERICAN CENTY ETF TR
-$27.6M
0
-100%
清仓
IWV
ISHARES TR
-$27.3M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$26.9M
37,889
-71%
减持
XLF
SELECT SECTOR SPDR TR
-$26.4M
7,406
-99%
清仓
USFR
WISDOMTREE TR
-$26.1M
0
-100%
清仓
SPIB
SPDR SER TR
-$26.0M
0
-100%
增持
AAPL
APPLE INC
-$25.1M
960,370
+1%
减持
SPMD
SPDR SER TR
-$24.6M
17,187
-96%
减持
SCHG
SCHWAB STRATEGIC TR
-$24.0M
121,725
-87%
减持
SPMB
SPDR SER TR
-$23.9M
31,413
-97%
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$23.5M
0
-100%
减持
SDY
SPDR SER TR
-$23.1M
2,729
-98%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$21.7M
2,917
-99%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$21.7M
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$21.6M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$21.6M
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$21.5M
17,751
-92%
减持
VO
VANGUARD INDEX FDS
-$21.3M
2,299
-97%
清仓
JAAA
JANUS DETROIT STR TR
-$21.1M
0
-100%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$20.2M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$20.1M
28,945
-92%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$19.7M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$19.5M
2,279
-97%
减持
VB
VANGUARD INDEX FDS
-$18.3M
1,708
-98%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$18.1M
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$18.1M
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$18.1M
8,016
-98%
清仓
USMV
ISHARES TR
-$17.9M
0
-100%
减持
TSLA
TESLA INC
-$17.7M
114,143
-3%
清仓
COWZ
PACER FDS TR
-$17.7M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$17.5M
6,268
-98%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$17.1M
0
-100%
清仓
SPAB
SPDR SER TR
-$17.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$16.7M
595,371
+1%
清仓
XSHQ
INVESCO EXCH TRADED FD TR II
-$16.6M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$16.4M
22,868
-81%
减持
MSFT
MICROSOFT CORP
-$16.0M
323,518
-1%
清仓
IWR
ISHARES TR
-$15.8M
0
-100%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$15.4M
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$15.3M
0
-100%
清仓
BSCT
INVESCO EXCH TRD SLF IDX FD
-$15.0M
0
-100%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$14.9M
0
-100%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$14.9M
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$14.9M
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$14.8M
0
-100%
清仓
IYZ
ISHARES TR
-$14.5M
0
-100%
减持
IEFA
ISHARES TR
-$13.8M
29,524
-87%
减持
AVGO
BROADCOM INC
-$13.7M
205,115
-1%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$13.7M
0
-100%
减持
IWF
ISHARES TR
-$13.5M
5,590
-86%
清仓
BIL
SPDR SER TR
-$13.5M
0
-100%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$13.5M
0
-100%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$13.5M
0
-100%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$13.4M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$13.4M
1,996
-98%
清仓
XLRE
SELECT SECTOR SPDR TR
-$13.3M
0
-100%
清仓
IVW
ISHARES TR
-$13.1M
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$13.1M
0
-100%
清仓
BOND
PIMCO ETF TR
-$12.7M
0
-100%
减持
IQLT
ISHARES TR
-$12.6M
18,662
-95%
增持
ABCB
AMERIS BANCORP
-$12.5M
2,490,408
+0%
清仓
XLC
SELECT SECTOR SPDR TR
-$12.1M
0
-100%
清仓
QUAL
ISHARES TR
-$12.1M
0
-100%
清仓
PCEF
INVESCO EXCH TRADED FD TR II
-$12.0M
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$11.7M
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$11.7M
123,318
-66%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$11.6M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.6M
21,942
-92%
减持
GOOGL
ALPHABET INC
-$11.4M
275,125
-3%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$11.4M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$11.1M
0
-100%
清仓
AVLV
AMERICAN CENTY ETF TR
-$11.1M
0
-100%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$10.9M
0
-100%
清仓
SPHY
SPDR SER TR
-$10.9M
0
-100%
减持
VGT
VANGUARD WORLD FD
-$10.9M
932
-95%
清仓
XLV
SELECT SECTOR SPDR TR
-$10.7M
0
-100%
减持
MBB
ISHARES TR
-$10.7M
34,478
-77%
减持
IGM
ISHARES TR
-$10.4M
4,194
-96%
减持
AGG
ISHARES TR
-$10.3M
57,271
-65%
减持
SPEM
SPDR INDEX SHS FDS
-$10.3M
58,765
-82%
清仓
XLI
SELECT SECTOR SPDR TR
-$10.2M
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$10.0M
0
-100%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$10.0M
0
-100%
清仓
IYG
ISHARES TR
-$9.9M
0
-100%
减持
MUB
ISHARES TR
-$9.9M
34,908
-73%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$9.8M
0
-100%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$9.7M
0
-100%
减持
TLT
ISHARES TR
-$9.6M
32,573
-77%
减持
LQD
ISHARES TR
-$9.6M
4,050
-96%
清仓
MUNI
PIMCO ETF TR
-$9.5M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5M
97,063
+4%
减持
GOVT
ISHARES TR
-$9.0M
10,465
-97%
清仓
IWB
ISHARES TR
-$9.0M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$8.9M
3,950
-97%
清仓
QEFA
SPDR INDEX SHS FDS
-$8.9M
0
-100%
清仓
IUSB
ISHARES TR
-$8.6M
0
-100%
增持
GOOG
ALPHABET INC
-$8.6M
265,812
+1%
减持
IWM
ISHARES TR
-$8.5M
1,198
-97%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$8.4M
0
-100%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$8.3M
0
-100%
清仓
BILS
SPDR SER TR
-$8.2M
0
-100%
增持
GLD
SPDR GOLD TR
+$8.1M
102,688
+16%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$7.9M
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$7.9M
169,961
-52%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$7.5M
0
-100%
清仓
SPSB
SPDR SER TR
-$7.5M
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$7.3M
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$7.2M
0
-100%
清仓
DGRS
WISDOMTREE TR
-$7.2M
0
-100%
清仓
NUBD
NUSHARES ETF TR
-$7.2M
0
-100%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$7.1M
0
-100%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$7.1M
237,615
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.0M
23,917
-62%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$7.0M
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$7.0M
0
-100%