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 |
|---|---|---|---|---|---|---|---|---|
| PSI | INVESCO EXCHANGE TRADED FD T | $120.15万 | 0.03% | 12,730 | -679 | -5.1% | -$6.41万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $120.46万 | 0.03% | 65,541 | 6,230 | 10.5% | $11.45万 | 加仓 |
| ISCG | ISHARES TR | $120.61万 | 0.03% | 22,008 | 2,049 | 10.3% | $11.23万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.48万 | 0.03% | 20,029 | -979 | -4.7% | -$5.94万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $121.55万 | 0.03% | 15,949 | 15,949 | — | $121.55万 | 新建仓 |
| ARKK | ARK ETF TR | $121.64万 | 0.03% | 17,996 | -841 | -4.5% | -$5.68万 | 减仓 |
| IREN | IREN LIMITED | $121.66万 | 0.03% | 35,489 | 8,765 | 32.8% | $30.05万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.46万 | 0.03% | 3,548 | 298 | 9.2% | $10.29万 | 加仓 |
| WPC | WP CAREY INC | $122.53万 | 0.03% | 18,030 | 1,869 | 11.6% | $12.70万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $122.65万 | 0.03% | 6,201 | 754 | 13.8% | $14.91万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $123.03万 | 0.03% | 49,363 | 29,553 | 149.2% | $73.66万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $123.12万 | 0.03% | 2,899 | -19 | -0.7% | -$8,069 | 减仓 |
| BSVO | EA SERIES TRUST | $123.12万 | 0.03% | 48,531 | 28,229 | 139.0% | $71.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $123.72万 | 0.03% | 9,373 | 356 | 3.9% | $4.70万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $124.27万 | 0.03% | 50,211 | -1,512 | -2.9% | -$3.74万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $124.58万 | 0.03% | 84,349 | 16,059 | 23.5% | $23.72万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $124.69万 | 0.03% | 57,461 | 6,018 | 11.7% | $13.06万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $125.85万 | 0.03% | 6,115 | 1,447 | 31.0% | $29.78万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $125.91万 | 0.03% | 6,052 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $126.46万 | 0.03% | 24,962 | 945 | 3.9% | $4.79万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $128.70万 | 0.03% | 21,787 | 457 | 2.1% | $2.70万 | 加仓 |
| BOXX | EA SERIES TRUST | $129.81万 | 0.03% | 11,163 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $130.08万 | 0.03% | 38,669 | 2,830 | 7.9% | $9.52万 | 加仓 |
| SHEL | SHELL PLC | $130.13万 | 0.03% | 13,993 | 419 | 3.1% | $3.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $130.15万 | 0.03% | 7,930 | 2,125 | 36.6% | $34.88万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $130.21万 | 0.03% | 18,931 | 701 | 3.8% | $4.82万 | 加仓 |
| FSLR | FIRST SOLAR INC | $130.29万 | 0.03% | 6,605 | -3,015 | -31.3% | -$59.47万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $130.55万 | 0.03% | 103,122 | -11,853 | -10.3% | -$15.01万 | 减仓 |
| IEI | ISHARES TR | $130.63万 | 0.03% | 11,014 | -12,382 | -52.9% | -$146.85万 | 减仓 |
| ALL | ALLSTATE CORP | $131.16万 | 0.03% | 6,326 | -535 | -7.8% | -$11.09万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $132.21万 | 0.03% | 43,347 | -969 | -2.2% | -$2.96万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $133.81万 | 0.03% | 58,304 | -23,551 | -28.8% | -$54.05万 | 减仓 |
| IEF | ISHARES TR | $135.29万 | 0.03% | 14,175 | -60 | -0.4% | -$5,727 | 减仓 |
| VFH | VANGUARD WORLD FD | $135.30万 | 0.03% | 11,200 | -2,173 | -16.2% | -$26.25万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $135.84万 | 0.03% | 65,058 | 24,819 | 61.7% | $51.82万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $135.88万 | 0.03% | 292,840 | 8,200 | 2.9% | $3.80万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $136.57万 | 0.03% | 130,935 | -1,827 | -1.4% | -$1.91万 | 减仓 |
| LIN | LINDE PLC | $136.57万 | 0.03% | 2,755 | 57 | 2.1% | $2.83万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $136.94万 | 0.03% | 61,298 | -13,458 | -18.0% | -$30.07万 | 减仓 |
| PII | POLARIS INC | $137.99万 | 0.03% | 25,319 | -600 | -2.3% | -$3.27万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $138.50万 | 0.03% | 30,970 | 9,030 | 41.2% | $40.38万 | 加仓 |
| — | LISTED FDS TR | $140.11万 | 0.03% | 37,689 | -3,750 | -9.0% | -$13.94万 | 减仓 |
| CRI | CARTERS INC | $140.54万 | 0.03% | 39,300 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $140.66万 | 0.03% | 29,043 | 8,415 | 40.8% | $40.75万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $142.17万 | 0.03% | 149,966 | 4,941 | 3.4% | $4.68万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $142.30万 | 0.03% | 41,354 | -9,931 | -19.4% | -$34.17万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $143.30万 | 0.03% | 18,567 | 3,009 | 19.3% | $23.22万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $143.59万 | 0.03% | 80,898 | -5,299 | -6.1% | -$9.41万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $143.97万 | 0.03% | 5,074 | 3,482 | 218.7% | $98.80万 | 加仓 |
| VLO | VALERO ENERGY CORP | $144.84万 | 0.03% | 5,862 | 1,622 | 38.3% | $40.08万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $145.15万 | 0.03% | 8,313 | 1,718 | 26.1% | $30.00万 | 加仓 |
| RAVI | FLEXSHARES TR | $145.17万 | 0.03% | 19,252 | 19,252 | — | $145.17万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $145.53万 | 0.03% | 13,174 | -900 | -6.4% | -$9.94万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $145.81万 | 0.03% | 28,731 | 28,731 | — | $145.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $145.92万 | 0.03% | 69,105 | -6,151 | -8.2% | -$12.99万 | 减仓 |
| PLD | PROLOGIS INC. | $146.22万 | 0.03% | 11,062 | 1 | 0.0% | $132 | 加仓 |
| CALM | CAL MAINE FOODS INC | $146.28万 | 0.03% | 18,481 | 18,481 | — | $146.28万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $146.86万 | 0.03% | 29,614 | -3,283 | -10.0% | -$16.28万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $146.98万 | 0.03% | 301,809 | -60,046 | -16.6% | -$29.24万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $147.10万 | 0.03% | 35,729 | -2,129 | -5.6% | -$8.77万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $147.51万 | 0.03% | 46,053 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $147.58万 | 0.03% | 15,993 | 3,332 | 26.3% | $30.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $148.50万 | 0.03% | 7,649 | -625 | -7.6% | -$12.13万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $148.73万 | 0.03% | 93,658 | -73,208 | -43.9% | -$116.25万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $148.87万 | 0.03% | 64,559 | -206 | -0.3% | -$4,750 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $149.11万 | 0.03% | 89,397 | 37,015 | 70.7% | $61.74万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $149.51万 | 0.03% | 11,917 | -8,708 | -42.2% | -$109.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $149.53万 | 0.03% | 11,419 | 171 | 1.5% | $2.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $150.37万 | 0.03% | 10,789 | 81 | 0.8% | $1.13万 | 加仓 |
| MOS | MOSAIC CO | $150.44万 | 0.03% | 58,997 | -8,687 | -12.8% | -$22.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $150.48万 | 0.03% | 52,515 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $150.56万 | 0.03% | 31,334 | 2,638 | 9.2% | $12.68万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $150.57万 | 0.03% | 21,400 | 938 | 4.6% | $6.60万 | 加仓 |
| UNP | UNION PAC CORP | $150.61万 | 0.03% | 6,208 | 100 | 1.6% | $2.43万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $150.82万 | 0.03% | 36,149 | -58 | -0.2% | -$2,420 | 减仓 |
| F | FORD MTR CO | $151.22万 | 0.03% | 131,042 | 15,159 | 13.1% | $17.49万 | 加仓 |
| PSFF | PACER FDS TR | $151.50万 | 0.03% | 47,278 | 4,826 | 11.4% | $15.46万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $151.59万 | 0.03% | 33,048 | 3,419 | 11.5% | $15.68万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $152.02万 | 0.03% | 59,049 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $152.21万 | 0.03% | 112,501 | -2,914 | -2.5% | -$3.94万 | 减仓 |
| TRFK | PACER FDS TR | $153.65万 | 0.03% | 24,687 | 1,715 | 7.5% | $10.67万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $154.88万 | 0.03% | 33,950 | -1,459 | -4.1% | -$6.66万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $155.12万 | 0.03% | 41,700 | 10,464 | 33.5% | $38.93万 | 加仓 |
| DASH | DOORDASH INC | $156.17万 | 0.04% | 10,401 | 12 | 0.1% | $1,802 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $156.36万 | 0.04% | 4,878 | -432 | -8.1% | -$13.85万 | 减仓 |
| LQD | ISHARES TR | $156.92万 | 0.04% | 14,398 | -623 | -4.1% | -$6.79万 | 减仓 |
| TER | TERADYNE INC | $157.15万 | 0.04% | 5,301 | -2,241 | -29.7% | -$66.44万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $157.64万 | 0.04% | 7,460 | 4,594 | 160.3% | $97.08万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $157.69万 | 0.04% | 31,750 | 1,400 | 4.6% | $6.95万 | 加仓 |
| DVY | ISHARES TR | $158.89万 | 0.04% | 10,494 | 158 | 1.5% | $2.39万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $158.94万 | 0.04% | 50,346 | 8,410 | 20.1% | $26.55万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $159.42万 | 0.04% | 45,135 | 5,652 | 14.3% | $19.96万 | 加仓 |
| CWB | SPDR SERIES TRUST | $160.22万 | 0.04% | 17,507 | -130 | -0.7% | -$1.19万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $160.29万 | 0.04% | 32,090 | 8,857 | 38.1% | $44.24万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $160.54万 | 0.04% | 124,157 | -1,407 | -1.1% | -$1.82万 | 减仓 |
| VFC | V F CORP | $160.54万 | 0.04% | 94,491 | -1,870 | -1.9% | -$3.18万 | 减仓 |
| CMRE | COSTAMARE INC | $161.53万 | 0.04% | 95,579 | 95,579 | — | $161.53万 | 新建仓 |
| IAGG | ISHARES TR | $162.92万 | 0.04% | 32,558 | 8,434 | 35.0% | $42.20万 | 加仓 |
| FLOT | ISHARES TR | $163.41万 | 0.04% | 32,073 | 4,056 | 14.5% | $20.67万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $163.81万 | 0.04% | 27,982 | 23,514 | 526.3% | $137.65万 | 加仓 |