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 |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | $240.38万 | 0.05% | 39,773 | -2,480 | -5.9% | -$14.99万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $241.00万 | 0.05% | 257,478 | -1,039 | -0.4% | -$9,725 | 减仓 |
| NEAR | ISHARES U S ETF TR | $241.27万 | 0.05% | 47,462 | -315 | -0.7% | -$1.60万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $242.75万 | 0.05% | 92,440 | 6,623 | 7.7% | $17.39万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $243.29万 | 0.05% | 117,117 | 4,430 | 3.9% | $9.20万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $244.93万 | 0.05% | 75,455 | -37,134 | -33.0% | -$120.54万 | 减仓 |
| COWG | PACER FDS TR | $245.68万 | 0.06% | 72,819 | -10,141 | -12.2% | -$34.21万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $247.05万 | 0.06% | 445,126 | -32,680 | -6.8% | -$18.14万 | 减仓 |
| VV | VANGUARD INDEX FDS | $247.21万 | 0.06% | 8,272 | -218 | -2.6% | -$6.51万 | 减仓 |
| ZS | ZSCALER INC | $247.79万 | 0.06% | 17,663 | -1,452 | -7.6% | -$20.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $249.11万 | 0.06% | 4,122 | 412 | 11.1% | $24.90万 | 加仓 |
| GLDM | WORLD GOLD TR | $249.18万 | 0.06% | 26,883 | -5,281 | -16.4% | -$48.95万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $249.38万 | 0.06% | 5,073 | 1,606 | 46.3% | $78.95万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $251.69万 | 0.06% | 15,222 | -49 | -0.3% | -$8,102 | 减仓 |
| WELL | WELLTOWER INC | $251.95万 | 0.06% | 12,743 | 1,210 | 10.5% | $23.92万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $254.13万 | 0.06% | 112,698 | 12,355 | 12.3% | $27.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $254.51万 | 0.06% | 27,402 | 683 | 2.6% | $6.34万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $256.47万 | 0.06% | 31,114 | 10,823 | 53.3% | $89.21万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $256.77万 | 0.06% | 20,222 | 16 | 0.1% | $2,032 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $257.71万 | 0.06% | 9,524 | 887 | 10.3% | $24.00万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $258.49万 | 0.06% | 51,895 | 14,167 | 37.6% | $70.57万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $259.33万 | 0.06% | 157,837 | -20,515 | -11.5% | -$33.71万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $260.19万 | 0.06% | 73,108 | -4,953 | -6.3% | -$17.63万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $264.28万 | 0.06% | 56,135 | 12,016 | 27.2% | $56.57万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $266.10万 | 0.06% | 44,685 | 29,161 | 187.8% | $173.65万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $266.81万 | 0.06% | 73,541 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $268.15万 | 0.06% | 4,984 | 429 | 9.4% | $23.08万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $269.43万 | 0.06% | 7,850 | -1,436 | -15.5% | -$49.29万 | 减仓 |
| IBB | ISHARES TR | $270.94万 | 0.06% | 16,046 | 240 | 1.5% | $4.05万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $271.10万 | 0.06% | 130,652 | 111,081 | 567.6% | $230.49万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $273.29万 | 0.06% | 29,251 | -3,626 | -11.0% | -$33.88万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $273.88万 | 0.06% | 15,013 | 1,854 | 14.1% | $33.82万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $274.48万 | 0.06% | 55,271 | 43,899 | 386.0% | $218.00万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $276.19万 | 0.06% | 52,348 | -1,581 | -2.9% | -$8.34万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $276.55万 | 0.06% | 119,102 | 13,237 | 12.5% | $30.74万 | 加仓 |
| VIS | VANGUARD WORLD FD | $276.86万 | 0.06% | 8,867 | 4,015 | 82.7% | $125.36万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $280.52万 | 0.06% | 55,220 | 2,686 | 5.1% | $13.64万 | 加仓 |
| INFL | LISTED FDS TR | $281.05万 | 0.06% | 53,986 | 53,986 | — | $281.05万 | 新建仓 |
| B | BARRICK MNG CORP | $282.97万 | 0.06% | 69,440 | 21,492 | 44.8% | $87.58万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $283.34万 | 0.06% | 34,239 | 10,639 | 45.1% | $88.04万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $283.81万 | 0.06% | 16,495 | -14,194 | -46.3% | -$244.22万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $284.23万 | 0.06% | 17,153 | 1,130 | 7.1% | $18.72万 | 加仓 |
| XOP | SPDR SERIES TRUST | $284.57万 | 0.06% | 15,650 | 12,406 | 382.4% | $225.58万 | 加仓 |
| EMXC | ISHARES INC | $286.09万 | 0.06% | 36,370 | 10,144 | 38.7% | $79.79万 | 加仓 |
| MGV | VANGUARD WORLD FD | $287.17万 | 0.06% | 19,812 | 3,670 | 22.7% | $53.20万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $287.47万 | 0.06% | 84,438 | 2,863 | 3.5% | $9.75万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $287.88万 | 0.06% | 83,347 | 5,410 | 6.9% | $18.69万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $289.08万 | 0.06% | 259,495 | 28,081 | 12.1% | $31.28万 | 加仓 |
| ARTY | ISHARES TR | $289.14万 | 0.06% | 62,141 | -17,124 | -21.6% | -$79.68万 | 减仓 |
| DIS | DISNEY WALT CO | $289.57万 | 0.06% | 30,045 | 184 | 0.6% | $1.77万 | 加仓 |
| APP | APPLOVIN CORP | $290.18万 | 0.07% | 7,291 | -3,663 | -33.4% | -$145.79万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $290.79万 | 0.07% | 77,710 | -1,342 | -1.7% | -$5.02万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $290.89万 | 0.07% | 56,016 | -25,010 | -30.9% | -$129.88万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $296.12万 | 0.07% | 21,409 | -4,421 | -17.1% | -$61.15万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $296.26万 | 0.07% | 96,157 | 14,344 | 17.5% | $44.19万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $296.72万 | 0.07% | 37,304 | -7,942 | -17.6% | -$63.17万 | 减仓 |
| SHY | ISHARES TR | $297.57万 | 0.07% | 36,038 | -4,290 | -10.6% | -$35.42万 | 减仓 |
| CLS | CELESTICA INC | $298.79万 | 0.07% | 10,619 | 3,691 | 53.3% | $103.86万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $298.92万 | 0.07% | 65,266 | 8,495 | 15.0% | $38.91万 | 加仓 |
| USFR | WISDOMTREE TR | $299.03万 | 0.07% | 59,402 | 7,195 | 13.8% | $36.22万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $301.23万 | 0.07% | 55,220 | -2,210 | -3.8% | -$12.06万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $302.27万 | 0.07% | 85,363 | 37,809 | 79.5% | $133.88万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $302.49万 | 0.07% | 126,143 | 7,765 | 6.6% | $18.62万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $304.11万 | 0.07% | 117,507 | 23,487 | 25.0% | $60.78万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $306.57万 | 0.07% | 35,137 | -7,238 | -17.1% | -$63.15万 | 减仓 |
| ET | ENERGY TRANSFER L P | $308.12万 | 0.07% | 159,649 | -101 | -0.1% | -$1,949 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $309.39万 | 0.07% | 11,079 | -2,594 | -19.0% | -$72.44万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $312.04万 | 0.07% | 30,073 | -4,495 | -13.0% | -$46.64万 | 减仓 |
| TBIL | RBB FD INC | $313.79万 | 0.07% | 62,934 | -7,125 | -10.2% | -$35.53万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $314.24万 | 0.07% | 225,745 | 2,390 | 1.1% | $3.33万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $314.63万 | 0.07% | 52,782 | -1,593 | -2.9% | -$9.50万 | 减仓 |
| MLRG | ISHARES TR | $317.15万 | 0.07% | 35,294 | 1,962 | 5.9% | $17.63万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $317.53万 | 0.07% | 75,915 | -1,503 | -1.9% | -$6.29万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $317.98万 | 0.07% | 145,263 | 518 | 0.4% | $1.13万 | 加仓 |
| VPU | VANGUARD WORLD FD | $318.47万 | 0.07% | 16,073 | 14 | 0.1% | $2,774 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $318.54万 | 0.07% | 108,495 | 16,862 | 18.4% | $49.51万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $320.02万 | 0.07% | 14,817 | -1,333 | -8.3% | -$28.79万 | 减仓 |
| IGEB | ISHARES TR | $320.82万 | 0.07% | 71,198 | 71,198 | — | $320.82万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $321.83万 | 0.07% | 10,640 | -946 | -8.2% | -$28.61万 | 减仓 |
| DTH | WISDOMTREE TR | $322.86万 | 0.07% | 59,689 | 34,650 | 138.4% | $187.42万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $323.41万 | 0.07% | 258,524 | 25,813 | 11.1% | $32.29万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $323.51万 | 0.07% | 76,121 | -236 | -0.3% | -$1.00万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $324.04万 | 0.07% | 44,303 | -1,689 | -3.7% | -$12.35万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $326.10万 | 0.07% | 90,684 | 74,821 | 471.7% | $269.06万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $327.98万 | 0.07% | 585,670 | 44,167 | 8.2% | $24.73万 | 加仓 |
| IVE | ISHARES TR | $328.00万 | 0.07% | 15,534 | -411 | -2.6% | -$8.68万 | 减仓 |
| CORP | PIMCO ETF TR | $330.17万 | 0.07% | 34,108 | 2,800 | 8.9% | $27.10万 | 加仓 |
| REM | ISHARES TR | $333.88万 | 0.07% | 155,508 | 22,911 | 17.3% | $49.19万 | 加仓 |
| — | HONEYWELL INTL INC | $334.18万 | 0.07% | 14,785 | -643 | -4.2% | -$14.53万 | 减仓 |
| VDE | VANGUARD WORLD FD | $334.72万 | 0.08% | 19,343 | 3,170 | 19.6% | $54.86万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $335.14万 | 0.08% | 23,110 | -79 | -0.3% | -$1.15万 | 减仓 |
| KO | COCA COLA CO | $335.37万 | 0.08% | 44,098 | 2,543 | 6.1% | $19.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $338.31万 | 0.08% | 51,266 | 2,430 | 5.0% | $16.04万 | 加仓 |
| EMB | ISHARES TR | $339.35万 | 0.08% | 36,128 | 19,154 | 112.8% | $179.92万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $340.67万 | 0.08% | 86,727 | -1,013 | -1.2% | -$3.98万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $340.70万 | 0.08% | 282,742 | -1,258 | -0.4% | -$1.52万 | 减仓 |
| O | REALTY INCOME CORP | $340.90万 | 0.08% | 55,721 | 7,866 | 16.4% | $48.12万 | 加仓 |
| TLT | ISHARES TR | $341.66万 | 0.08% | 39,412 | 8,556 | 27.7% | $74.17万 | 加仓 |
| BX | BLACKSTONE INC | $341.86万 | 0.08% | 29,729 | -16,212 | -35.3% | -$186.42万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $344.08万 | 0.08% | 68,858 | 36,814 | 114.9% | $183.96万 | 加仓 |