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Independent Advisor Alliance · 13F 持仓分析
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Independent Advisor Alliance

No.1068 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$42.70亿
环比变动 Q1 2026
-$50.49亿-54.2%
持仓股票数
1054
新买入
97
加仓
407
减仓
529
清仓
638
持股不变
21
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
11.05%3.9%$4.72亿235.8万股$3.64亿208.7万股+27.2万股+13.02%加仓
苹果AAPL
6.02%2.37%$2.57亿88.8万股$2.21亿87.2万股+1.6万股+1.86%加仓
AMERIS BANCORPABCB
5.6%2.22%$2.39亿264.8万股$2.06亿264.8万股+67股+0.00%加仓
AMD超威AMD
3.89%0.57%$1.66亿28.6万股$5,310.3万26.1万股+2.5万股+9.66%加仓
亚马逊AMZN
3.09%1.2%$1.32亿55.4万股$1.12亿53.9万股+1.5万股+2.78%加仓
微软MSFT
2.71%1.22%$1.16亿31.1万股$1.14亿30.7万股+3,885股+1.27%加仓
AAlphabet Inc Class CGOOG
2.09%0.78%$8,934.0万25.3万股$7,265.3万25.3万股-417股-0.16%减仓
谷歌AGOOGL
2.01%0.73%$8,570.0万24.0万股$6,777.4万23.6万股+4,122股+1.75%加仓
博通AVGO
1.77%0.67%$7,539.6万20.0万股$6,272.0万20.3万股-3,050股-1.51%减仓
美光科技MU
1.5%0.14%$6,399.0万5.5万股$1,279.0万3.8万股+1.8万股+46.43%加仓
伯克希尔哈撒韦BRK.B
1.48%0.66%$6,327.5万12.6万股$6,175.8万12.9万股-2,426股-1.88%减仓
Meta平台META
1.32%0.64%$5,655.2万10.0万股$5,958.6万10.4万股-3,751股-3.60%减仓
特斯拉TSLA
1.16%0.46%$4,941.3万11.7万股$4,273.7万11.5万股+2,522股+2.19%加仓
礼来LLY
1.16%0.39%$4,935.5万4.1万股$3,623.1万3.9万股+1,759股+4.47%加仓
摩根大通JPM
1.03%0.41%$4,417.6万13.5万股$3,848.9万13.1万股+4,113股+3.14%加仓
家得宝HD
0.85%0.31%$3,645.9万10.3万股$2,857.2万8.7万股+1.7万股+19.00%加仓
埃克森美孚XOM
0.8%0.52%$3,435.7万25.1万股$4,844.5万28.6万股-3.4万股-11.99%减仓
SSPDR黄金信托GLD
0.79%0.73%$3,353.4万9.1万股$6,810.5万15.8万股-6.7万股-42.49%减仓
卡特彼勒CAT
0.78%0.24%$3,341.1万3.1万股$2,276.3万3.2万股-755股-2.35%减仓
沃尔玛WMT
0.75%0.36%$3,190.7万28.2万股$3,359.5万27.0万股+1.1万股+4.22%加仓
S道富SPYM
0.7%3.68%$2,987.5万34.0万股$3.43亿447.9万股-413.9万股-92.41%减仓
英特尔INTC
0.64%0.04%$2,746.8万19.7万股$382.9万8.7万股+11.0万股+126.70%加仓
VisaV
0.6%0.25%$2,574.3万7.5万股$2,341.1万7.7万股-2,427股-3.13%减仓
强生JNJ
0.6%0.24%$2,546.3万10.0万股$2,255.1万9.2万股+8,003股+8.67%加仓
好市多COST
0.54%0.26%$2,304.5万2.5万股$2,465.7万2.5万股-110股-0.44%减仓
艾伯维ABBV
0.54%0.21%$2,299.8万9.1万股$1,929.6万8.9万股+2,672股+3.01%加仓
MITEK SYSMITK
0.54%0.17%$2,288.8万113.7万股$1,559.4万115.5万股-1.8万股-1.56%减仓
IiShares安硕信托IVV
0.53%1.66%$2,248.4万3.0万股$1.55亿23.7万股-20.7万股-87.36%减仓
泛林集团LRCX
0.46%0.11%$1,976.4万4.6万股$984.3万4.6万股-461股-1.00%减仓
可口可乐KO
0.46%0.19%$1,976.3万24.3万股$1,816.4万23.9万股+4,329股+1.81%加仓
PALO ALTOPANW
0.46%0.09%$1,964.8万5.8万股$798.0万5.0万股+7,839股+15.75%加仓
G通用动力VTI
0.45%0.44%$1,908.6万5.2万股$4,143.3万12.9万股-7.8万股-60.07%减仓
台积电TSM
0.42%0.13%$1,809.5万3.8万股$1,254.5万3.7万股+771股+2.08%加仓
宝洁PG
0.41%0.19%$1,762.3万12.0万股$1,725.0万11.9万股+747股+0.63%加仓
应用材料AMAT
0.41%0.09%$1,760.7万2.4万股$864.1万2.5万股-928股-3.67%减仓
Truist金融TFC
0.41%0.17%$1,742.6万35.0万股$1,605.0万34.9万股+624股+0.18%加仓
GE VernovaGEV
0.4%0.13%$1,709.3万1.5万股$1,194.0万1.4万股+871股+6.37%加仓
IIBMIBM
0.39%0.15%$1,668.5万5.9万股$1,392.5万5.7万股+1,885股+3.28%加仓
杜克能源DUK
0.37%0.17%$1,562.4万12.3万股$1,548.7万11.8万股+5,158股+4.36%加仓
F第一信托交易所交易基金FTGS
0.36%0.17%$1,552.9万42.0万股$1,604.4万47.1万股-5.2万股-10.95%减仓
阿斯麦ASML
0.36%0.11%$1,539.4万7,738股$1,030.9万7,805股-67股-0.86%减仓
SIMON PPTY NEW COMSPG
0.36%0.14%$1,535.8万6.9万股$1,289.9万6.9万股-482股-0.70%减仓
NETFLIXNFLX
0.36%0.24%$1,524.8万21.4万股$2,207.8万23.0万股-1.6万股-6.99%减仓
BBANK OF AMERBAC
0.35%0.12%$1,491.8万26.2万股$1,107.1万22.7万股+3.5万股+15.29%加仓
思科CSCO
0.33%0.09%$1,416.6万12.1万股$817.6万10.5万股+1.5万股+14.45%加仓
帕兰提尔PLTR
0.33%0.21%$1,416.1万12.1万股$1,971.0万13.5万股-1.3万股-9.92%减仓
万事达MA
0.32%0.15%$1,360.0万2.6万股$1,356.9万2.7万股-678股-2.50%减仓
雪佛龙CVX
0.31%0.17%$1,342.5万8.1万股$1,609.4万7.8万股+3,205股+4.12%加仓
默沙东MRK
0.31%0.13%$1,320.3万10.3万股$1,203.3万10.0万股+2,712股+2.71%加仓
南方电力SO
0.31%0.13%$1,312.8万13.7万股$1,247.6万12.9万股+7,901股+6.11%加仓

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