INDEPENDENT FINANCIAL GROUP, LLC
SAN DIEGO CA · SEC CIK 0000275484
$44.57亿2026Q1 申报市值
1,447持仓数
22.9%前十大占比 · 第一大 6.6%
137 / 96新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$1,357.52万
CORO 新建仓+$1,136.92万
IWM 加仓+$1,084.26万
IJS 加仓+$938.90万
IJK 加仓+$871.46万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$819.25万
OEF 减仓-$752.44万
AVGO 减仓-$662.85万
FTSM 减仓-$651.36万
QQQ 减仓-$471.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WY | WEYERHAEUSER CO | $91.78万 | 0.02% | 37,568 | 28,863 | 331.6% | $70.51万 | 重新持有 |
| VST | VISTRA CORP | $92.11万 | 0.02% | 6,128 | 1,198 | 24.3% | $18.01万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $92.19万 | 0.02% | 23,386 | 500 | 2.2% | $1.97万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $92.83万 | 0.02% | 8,331 | -945 | -10.2% | -$10.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $93.19万 | 0.02% | 31,818 | -32,413 | -50.5% | -$94.94万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $93.25万 | 0.02% | 19,298 | 754 | 4.1% | $3.64万 | 加仓 |
| CCL | CARNIVAL CORP | $93.35万 | 0.02% | 36,069 | -992 | -2.7% | -$2.57万 | 减仓 |
| IRM | IRON MTN INC DEL | $93.41万 | 0.02% | 9,145 | -171 | -1.8% | -$1.75万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $93.67万 | 0.02% | 15,620 | -2,580 | -14.2% | -$15.47万 | 减仓 |
| FRDM | EA SERIES TRUST | $94.12万 | 0.02% | 17,222 | 17,222 | — | $94.12万 | 新建仓 |
| SIL | GLOBAL X FDS | $94.55万 | 0.02% | 10,496 | 3,633 | 52.9% | $32.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.68万 | 0.02% | 50,010 | 12,000 | 31.6% | $22.72万 | 加仓 |
| KRE | SPDR SERIES TRUST | $94.78万 | 0.02% | 14,548 | -4,764 | -24.7% | -$31.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $94.97万 | 0.02% | 44,271 | -23,267 | -34.5% | -$49.91万 | 减仓 |
| BIIB | BIOGEN INC | $95.29万 | 0.02% | 5,198 | -616 | -10.6% | -$11.29万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $95.50万 | 0.02% | 24,226 | -12,463 | -34.0% | -$49.13万 | 减仓 |
| POWL | POWELL INDS INC | $95.66万 | 0.02% | 1,768 | -896 | -33.6% | -$48.48万 | 减仓 |
| APH | AMPHENOL CORP | $96.08万 | 0.02% | 7,605 | -7,385 | -49.3% | -$93.30万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $96.25万 | 0.02% | 18,211 | 287 | 1.6% | $1.52万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $96.40万 | 0.02% | 15,375 | -675 | -4.2% | -$4.23万 | 减仓 |
| MP | MP MATERIALS CORP | $96.55万 | 0.02% | 20,006 | 1,471 | 7.9% | $7.10万 | 加仓 |
| VAW | VANGUARD WORLD FD | $97.27万 | 0.02% | 4,317 | -525 | -10.8% | -$11.83万 | 减仓 |
| TTEQ | T ROWE PRICE ETF INC | $97.43万 | 0.02% | 32,200 | 32,200 | — | $97.43万 | 新建仓 |
| ITB | ISHARES TR | $97.99万 | 0.02% | 10,822 | -557 | -4.9% | -$5.04万 | 减仓 |
| SYK | STRYKER CORPORATION | $98.12万 | 0.02% | 2,986 | 9 | 0.3% | $2,957 | 加仓 |
| NTRA | NATERA INC | $98.18万 | 0.02% | 4,909 | -3,366 | -40.7% | -$67.32万 | 减仓 |
| IXN | ISHARES TR | $98.25万 | 0.02% | 9,828 | 328 | 3.5% | $3.28万 | 加仓 |
| XBI | SPDR SERIES TRUST | $98.41万 | 0.02% | 7,705 | -1,024 | -11.7% | -$13.08万 | 减仓 |
| AZO | AUTOZONE INC | $98.63万 | 0.02% | 292 | 2 | 0.7% | $6,756 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $99.30万 | 0.02% | 67,595 | -11,471 | -14.5% | -$16.85万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $99.42万 | 0.02% | 107,950 | 7,542 | 7.5% | $6.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $99.65万 | 0.02% | 11,345 | -224 | -1.9% | -$1.97万 | 减仓 |
| CSX | CSX CORP | $99.67万 | 0.02% | 24,281 | 1,422 | 6.2% | $5.84万 | 加仓 |
| IWO | ISHARES TR | $99.82万 | 0.02% | 3,181 | -60 | -1.9% | -$1.88万 | 减仓 |
| FEGE | RBB FUND TRUST | $101.13万 | 0.02% | 21,518 | 2,446 | 12.8% | $11.50万 | 加仓 |
| IWD | ISHARES TR | $101.47万 | 0.02% | 4,749 | 10 | 0.2% | $2,137 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $101.53万 | 0.02% | 5,002 | 711 | 16.6% | $14.43万 | 加仓 |
| PTLC | PACER FDS TR | $102.44万 | 0.02% | 19,527 | -1,875 | -8.8% | -$9.84万 | 减仓 |
| IGSB | ISHARES TR | $102.76万 | 0.02% | 19,552 | -41,099 | -67.8% | -$216.01万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $102.93万 | 0.02% | 18,778 | 467 | 2.6% | $2.56万 | 加仓 |
| VEEV | VEEVA SYS INC | $103.02万 | 0.02% | 5,865 | -1,099 | -15.8% | -$19.31万 | 减仓 |
| SON | SONOCO PRODS CO | $103.18万 | 0.02% | 19,076 | -2,500 | -11.6% | -$13.52万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $103.49万 | 0.02% | 20,911 | 3,209 | 18.1% | $15.88万 | 加仓 |
| XAR | SPDR SERIES TRUST | $104.13万 | 0.02% | 4,100 | 287 | 7.5% | $7.29万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $104.18万 | 0.02% | 42,715 | -21,187 | -33.2% | -$51.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $104.77万 | 0.02% | 14,589 | -2,745 | -15.8% | -$19.71万 | 减仓 |
| AGX | ARGAN INC | $105.83万 | 0.02% | 1,943 | -64 | -3.2% | -$3.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $106.44万 | 0.02% | 57,020 | 57,020 | — | $106.44万 | 新建仓 |
| TFLO | ISHARES TR | $106.53万 | 0.02% | 21,040 | -4,675 | -18.2% | -$23.67万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $106.54万 | 0.02% | 6,959 | 3,792 | 119.7% | $58.06万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $106.63万 | 0.02% | 5,716 | 59 | 1.0% | $1.10万 | 加仓 |
| QXO | QXO INC | $106.86万 | 0.02% | 55,025 | 425 | 0.8% | $8,254 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.91万 | 0.02% | 42,108 | 1,982 | 4.9% | $5.03万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $107.28万 | 0.02% | 981 | -440 | -31.0% | -$48.12万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $107.56万 | 0.02% | 33,601 | -12,849 | -27.7% | -$41.13万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $108.01万 | 0.02% | 35,919 | -468 | -1.3% | -$1.41万 | 减仓 |
| PULS | PGIM ETF TR | $108.35万 | 0.02% | 21,889 | -4,341 | -16.5% | -$21.49万 | 减仓 |
| ENB | ENBRIDGE INC | $108.79万 | 0.02% | 20,121 | -420 | -2.0% | -$2.27万 | 减仓 |
| IGLB | ISHARES TR | $109.00万 | 0.02% | 21,962 | 1,437 | 7.0% | $7.13万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $109.24万 | 0.02% | 37,043 | 1,131 | 3.1% | $3.34万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $109.96万 | 0.02% | 24,517 | 2,815 | 13.0% | $12.63万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $110.27万 | 0.02% | 9,150 | -3,150 | -25.6% | -$37.96万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $110.41万 | 0.02% | 73,359 | 2,033 | 2.9% | $3.06万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $110.41万 | 0.02% | 47,345 | -100,151 | -67.9% | -$233.55万 | 减仓 |
| IWMI | NEOS ETF TRUST | $111.02万 | 0.02% | 23,422 | 9,092 | 63.4% | $43.10万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $111.24万 | 0.02% | 30,987 | -3,615 | -10.4% | -$12.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $111.28万 | 0.02% | 12,843 | -3,187 | -19.9% | -$27.62万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $111.55万 | 0.03% | 15,745 | 20 | 0.1% | $1,417 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $111.88万 | 0.03% | 90,300 | 90,300 | — | $111.88万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $112.08万 | 0.03% | 108,813 | -675 | -0.6% | -$6,952 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $112.45万 | 0.03% | 93,244 | -3,466 | -3.6% | -$4.18万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $112.90万 | 0.03% | 132,976 | -55,580 | -29.5% | -$47.19万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $112.99万 | 0.03% | 5,430 | 1,317 | 32.0% | $27.40万 | 加仓 |
| TRIN | TRINITY CAP INC | $113.30万 | 0.03% | 77,026 | -47,670 | -38.2% | -$70.12万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $113.34万 | 0.03% | 24,656 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $113.41万 | 0.03% | 9,767 | -14,615 | -59.9% | -$169.70万 | 减仓 |
| EME | EMCOR GROUP INC | $113.63万 | 0.03% | 1,539 | -1,399 | -47.6% | -$103.29万 | 减仓 |
| SANM | SANMINA CORP | $113.68万 | 0.03% | 8,769 | 4,687 | 114.8% | $60.76万 | 加仓 |
| URI | UNITED RENTALS INC | $114.68万 | 0.03% | 1,574 | -220 | -12.3% | -$16.03万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $115.99万 | 0.03% | 22,702 | 279 | 1.2% | $1.43万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $115.99万 | 0.03% | 26,525 | 1,960 | 8.0% | $8.57万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $116.50万 | 0.03% | 27,025 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $116.54万 | 0.03% | 24,602 | -100 | -0.4% | -$4,737 | 减仓 |
| VCR | VANGUARD WORLD FD | $116.84万 | 0.03% | 3,254 | -455 | -12.3% | -$16.34万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $116.97万 | 0.03% | 47,224 | 3,408 | 7.8% | $8.44万 | 重新持有 |
| — | PROSHARES TR | $117.26万 | 0.03% | 15,583 | 10,562 | 210.4% | $79.48万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $117.54万 | 0.03% | 24,021 | 10,411 | 76.5% | $50.94万 | 加仓 |
| ADBE | ADOBE INC | $118.01万 | 0.03% | 4,855 | 31 | 0.6% | $7,535 | 加仓 |
| IWR | ISHARES TR | $118.36万 | 0.03% | 12,173 | 478 | 4.1% | $4.65万 | 加仓 |
| UTWO | RBB FD INC | $118.44万 | 0.03% | 24,531 | -844 | -3.3% | -$4.08万 | 减仓 |
| RIO | RIO TINTO PLC | $118.71万 | 0.03% | 12,725 | 6,731 | 112.3% | $62.80万 | 加仓 |
| HEFA | ISHARES TR | $118.78万 | 0.03% | 27,951 | 162 | 0.6% | $6,884 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.96万 | 0.03% | 70,937 | 24,350 | 52.3% | $40.83万 | 加仓 |
| MLPA | GLOBAL X FDS | $119.00万 | 0.03% | 22,091 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $119.04万 | 0.03% | 10,996 | -5,394 | -32.9% | -$58.39万 | 减仓 |
| IMCG | ISHARES TR | $119.12万 | 0.03% | 15,122 | 253 | 1.7% | $1.99万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $119.21万 | 0.03% | 19,740 | 1,499 | 8.2% | $9.05万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $119.53万 | 0.03% | 2,935 | -43 | -1.4% | -$1.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $119.61万 | 0.03% | 12,399 | -12,480 | -50.2% | -$120.39万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $119.96万 | 0.03% | 27,476 | 3,300 | 13.6% | $14.41万 | 加仓 |