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 |
|---|---|---|---|---|---|---|---|---|
| PPLT | ABRDN PLATINUM ETF TRUST | $164.03万 | 0.04% | 9,203 | 2,537 | 38.1% | $45.22万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $164.29万 | 0.04% | 10,860 | -1,444 | -11.7% | -$21.85万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $164.71万 | 0.04% | 16,742 | -1,046 | -5.9% | -$10.29万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $164.93万 | 0.04% | 30,514 | -1,837 | -5.7% | -$9.93万 | 减仓 |
| VHT | VANGUARD WORLD FD | $165.43万 | 0.04% | 6,075 | -813 | -11.8% | -$22.14万 | 减仓 |
| LOW | LOWES COS INC | $165.70万 | 0.04% | 7,013 | -1,325 | -15.9% | -$31.31万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $166.05万 | 0.04% | 84,808 | 10,551 | 14.2% | $20.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $166.31万 | 0.04% | 56,337 | -79,483 | -58.5% | -$234.63万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $166.38万 | 0.04% | 16,797 | 3,627 | 27.5% | $35.93万 | 加仓 |
| ADI | ANALOG DEVICES INC | $166.87万 | 0.04% | 5,245 | 3,161 | 151.7% | $100.57万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $166.88万 | 0.04% | 33,296 | -4,511 | -11.9% | -$22.61万 | 减仓 |
| IWV | ISHARES TR | $167.12万 | 0.04% | 4,509 | -331 | -6.8% | -$12.27万 | 减仓 |
| C | CITIGROUP INC | $167.80万 | 0.04% | 14,796 | -5,545 | -27.3% | -$62.88万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $167.81万 | 0.04% | 36,165 | 17,649 | 95.3% | $81.89万 | 加仓 |
| GOVT | ISHARES TR | $167.97万 | 0.04% | 73,318 | -142,973 | -66.1% | -$327.55万 | 减仓 |
| ORC | ORCHID IS CAP INC | $169.07万 | 0.04% | 240,496 | 27,927 | 13.1% | $19.63万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $169.10万 | 0.04% | 23,847 | -100 | -0.4% | -$7,091 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $169.26万 | 0.04% | 33,637 | -5,748 | -14.6% | -$28.92万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $169.28万 | 0.04% | 37,950 | 10,456 | 38.0% | $46.64万 | 加仓 |
| IWB | ISHARES TR | $169.70万 | 0.04% | 4,760 | 249 | 5.5% | $8.88万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $170.30万 | 0.04% | 44,149 | 5,318 | 13.7% | $20.51万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $171.37万 | 0.04% | 83,962 | -20,407 | -19.6% | -$41.65万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $171.61万 | 0.04% | 18,323 | -2,125 | -10.4% | -$19.90万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $172.49万 | 0.04% | 17,706 | 9,906 | 127.0% | $96.50万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $172.56万 | 0.04% | 34,641 | 34,641 | — | $172.56万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $172.70万 | 0.04% | 54,548 | 36,697 | 205.6% | $116.18万 | 加仓 |
| SNOW | SNOWFLAKE INC | $172.72万 | 0.04% | 11,452 | -2,234 | -16.3% | -$33.69万 | 减仓 |
| VICI | VICI PPTYS INC | $172.95万 | 0.04% | 63,305 | 20,918 | 49.4% | $57.15万 | 加仓 |
| IWP | ISHARES TR | $173.69万 | 0.04% | 13,556 | 5 | 0.0% | $641 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.71万 | 0.04% | 45,215 | 6,161 | 15.8% | $23.67万 | 加仓 |
| CRWV | COREWEAVE INC | $174.30万 | 0.04% | 22,499 | -1,417 | -5.9% | -$10.98万 | 减仓 |
| — | GLOBAL X FDS | $177.57万 | 0.04% | 49,879 | 40,308 | 421.1% | $143.50万 | 加仓 |
| IYH | ISHARES TR | $178.03万 | 0.04% | 28,882 | -29,697 | -50.7% | -$183.05万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $178.63万 | 0.04% | 30,451 | 30,451 | — | $178.63万 | 新建仓 |
| ALAB | ASTERA LABS INC | $180.38万 | 0.04% | 16,458 | 2,043 | 14.2% | $22.39万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $183.81万 | 0.04% | 47,486 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $183.99万 | 0.04% | 5,785 | -23,658 | -80.4% | -$752.44万 | 减仓 |
| DOV | DOVER CORP | $185.58万 | 0.04% | 8,903 | -2,097 | -19.1% | -$43.71万 | 减仓 |
| XME | SPDR SERIES TRUST | $185.67万 | 0.04% | 17,190 | 133 | 0.8% | $1.44万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.56万 | 0.04% | 18,621 | 15,170 | 439.6% | $151.99万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $186.76万 | 0.04% | 3,028 | -979 | -24.4% | -$60.38万 | 减仓 |
| VDC | VANGUARD WORLD FD | $187.49万 | 0.04% | 8,348 | 145 | 1.8% | $3.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $187.55万 | 0.04% | 18,268 | -1,680 | -8.4% | -$17.25万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $188.51万 | 0.04% | 90,846 | 78,346 | 626.8% | $162.57万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $192.93万 | 0.04% | 19,773 | 5,559 | 39.1% | $54.24万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $194.29万 | 0.04% | 191,047 | -1,827 | -0.9% | -$1.86万 | 减仓 |
| PSX | PHILLIPS 66 | $195.92万 | 0.04% | 10,754 | -1,014 | -8.6% | -$18.47万 | 减仓 |
| DVYE | ISHARES INC | $196.95万 | 0.04% | 57,286 | 57,286 | — | $196.95万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $197.13万 | 0.04% | 10,697 | 1,304 | 13.9% | $24.03万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $199.25万 | 0.04% | 103,455 | 23,167 | 28.9% | $44.62万 | 加仓 |
| ETN | EATON CORP PLC | $199.44万 | 0.04% | 5,576 | -1,832 | -24.7% | -$65.53万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $200.29万 | 0.04% | 89,496 | 89,496 | — | $200.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $201.96万 | 0.05% | 69,140 | -72,523 | -51.2% | -$211.84万 | 减仓 |
| IEFA | ISHARES TR | $202.29万 | 0.05% | 22,345 | 948 | 4.4% | $8.58万 | 加仓 |
| NOW | SERVICENOW INC | $202.83万 | 0.05% | 19,400 | 2,950 | 17.9% | $30.84万 | 加仓 |
| BOTZ | GLOBAL X FDS | $203.38万 | 0.05% | 61,222 | 968 | 1.6% | $3.22万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $203.39万 | 0.05% | 8,302 | -2,354 | -22.1% | -$57.67万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $203.94万 | 0.05% | 77,514 | 1,063 | 1.4% | $2.80万 | 加仓 |
| MMM | 3M CO | $204.19万 | 0.05% | 14,059 | -3,487 | -19.9% | -$50.64万 | 减仓 |
| DOW | DOW HLDGS INC | $204.20万 | 0.05% | 49,028 | 11,618 | 31.1% | $48.39万 | 加仓 |
| PFXF | VANECK ETF TRUST | $205.15万 | 0.05% | 116,961 | 6,683 | 6.1% | $11.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $205.94万 | 0.05% | 3,019 | 104 | 3.6% | $7.09万 | 加仓 |
| IWY | ISHARES TR | $207.22万 | 0.05% | 8,327 | -141 | -1.7% | -$3.51万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $207.59万 | 0.05% | 20,083 | 7,443 | 58.9% | $76.94万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $208.03万 | 0.05% | 45,097 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $208.10万 | 0.05% | 93,950 | -50 | -0.1% | -$1,108 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $208.63万 | 0.05% | 142,900 | -4,900 | -3.3% | -$7.15万 | 减仓 |
| AIQ | GLOBAL X FDS | $210.43万 | 0.05% | 45,090 | 4,231 | 10.4% | $19.75万 | 加仓 |
| EMR | EMERSON ELEC CO | $212.20万 | 0.05% | 16,196 | 3,417 | 26.7% | $44.77万 | 加仓 |
| TLH | ISHARES TR | $212.30万 | 0.05% | 21,078 | 1,534 | 7.8% | $15.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $212.51万 | 0.05% | 82,881 | 4,756 | 6.1% | $12.19万 | 加仓 |
| PYLD | PIMCO ETF TR | $212.61万 | 0.05% | 81,147 | 17,943 | 28.4% | $47.01万 | 加仓 |
| AGG | ISHARES TR | $213.12万 | 0.05% | 21,469 | 2,365 | 12.4% | $23.48万 | 加仓 |
| NKE | NIKE INC | $214.60万 | 0.05% | 40,628 | -2,703 | -6.2% | -$14.28万 | 减仓 |
| FEOE | RBB FUND TRUST | $215.06万 | 0.05% | 42,620 | 21,462 | 101.4% | $108.30万 | 加仓 |
| MUB | ISHARES TR | $215.28万 | 0.05% | 20,280 | 741 | 3.8% | $7.87万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $215.33万 | 0.05% | 19,239 | 255 | 1.3% | $2.85万 | 加仓 |
| NOBL | PROSHARES TR | $215.97万 | 0.05% | 20,373 | -872 | -4.1% | -$9.24万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $216.05万 | 0.05% | 43,106 | 5,648 | 15.1% | $28.31万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $216.08万 | 0.05% | 43,433 | -9,923 | -18.6% | -$49.37万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $217.38万 | 0.05% | 100,781 | -6,483 | -6.0% | -$13.98万 | 减仓 |
| RL | RALPH LAUREN CORP | $219.29万 | 0.05% | 6,375 | 3,009 | 89.4% | $103.51万 | 加仓 |
| ROKU | ROKU INC | $224.43万 | 0.05% | 23,719 | 2,750 | 13.1% | $26.02万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $224.86万 | 0.05% | 203,305 | 6,986 | 3.6% | $7.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $224.96万 | 0.05% | 18,322 | -1,638 | -8.2% | -$20.11万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $225.09万 | 0.05% | 95,015 | 15,055 | 18.8% | $35.67万 | 加仓 |
| MS | MORGAN STANLEY | $225.18万 | 0.05% | 13,683 | 2,663 | 24.2% | $43.83万 | 加仓 |
| SDY | SPDR SERIES TRUST | $226.77万 | 0.05% | 15,539 | -123 | -0.8% | -$1.80万 | 减仓 |
| WFC | WELLS FARGO & CO | $228.16万 | 0.05% | 28,659 | -1,443 | -4.8% | -$11.49万 | 减仓 |
| UPRO | PROSHARES TR | $228.82万 | 0.05% | 23,595 | -288 | -1.2% | -$2.79万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $230.60万 | 0.05% | 69,105 | -15,307 | -18.1% | -$51.08万 | 减仓 |
| SHOP | SHOPIFY INC | $231.23万 | 0.05% | 19,493 | -1,278 | -6.2% | -$15.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $231.73万 | 0.05% | 29,554 | -724 | -2.4% | -$5.68万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $231.76万 | 0.05% | 68,668 | 0 | 0.0% | — | 不变 |
| TVAL | T ROWE PRICE ETF INC | $232.19万 | 0.05% | 64,177 | 14,796 | 30.0% | $53.53万 | 加仓 |
| GRNY | TIDAL TRUST I | $237.47万 | 0.05% | 99,486 | -9,741 | -8.9% | -$23.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $237.49万 | 0.05% | 47,126 | 29,196 | 162.8% | $147.13万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $238.58万 | 0.05% | 169,444 | 20,235 | 13.6% | $28.49万 | 加仓 |
| DTCR | GLOBAL X FDS | $239.77万 | 0.05% | 100,070 | 10,895 | 12.2% | $26.10万 | 加仓 |
| ASML | ASML HLDG NV | $240.28万 | 0.05% | 1,819 | -8 | -0.4% | -$1.06万 | 减仓 |