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 |
|---|---|---|---|---|---|---|---|---|
| PMAY | INNOVATOR ETFS TRUST | $344.57万 | 0.08% | 86,271 | -1,592 | -1.8% | -$6.36万 | 减仓 |
| DGRO | ISHARES TR | $345.61万 | 0.08% | 49,246 | 97 | 0.2% | $6,807 | 加仓 |
| AMGN | AMGEN INC | $347.19万 | 0.08% | 9,868 | 159 | 1.6% | $5.59万 | 加仓 |
| DIVB | ISHARES TR | $348.47万 | 0.08% | 64,592 | 2,751 | 4.4% | $14.84万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $348.65万 | 0.08% | 74,133 | 59 | 0.1% | $2,775 | 加仓 |
| VO | VANGUARD INDEX FDS | $351.81万 | 0.08% | 12,250 | 1,763 | 16.8% | $50.63万 | 加仓 |
| WM | WASTE MGMT INC DEL | $352.18万 | 0.08% | 15,326 | -204 | -1.3% | -$4.69万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $352.18万 | 0.08% | 137,949 | -2,338 | -1.7% | -$5.97万 | 减仓 |
| PFE | PFIZER INC | $352.64万 | 0.08% | 125,583 | 1,170 | 0.9% | $3.29万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $353.00万 | 0.08% | 75,251 | 13,341 | 21.5% | $62.58万 | 加仓 |
| CALF | PACER FDS TR | $353.82万 | 0.08% | 78,854 | 3,504 | 4.7% | $15.72万 | 加仓 |
| DBEF | DBX ETF TR | $355.48万 | 0.08% | 71,959 | 2,566 | 3.7% | $12.68万 | 加仓 |
| IEZ | ISHARES TR | $356.36万 | 0.08% | 123,096 | 3,799 | 3.2% | $11.00万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $358.46万 | 0.08% | 82,235 | 23,132 | 39.1% | $100.83万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $360.25万 | 0.08% | 31,351 | 9,075 | 40.7% | $104.28万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $360.37万 | 0.08% | 93,798 | -5,279 | -5.3% | -$20.28万 | 减仓 |
| DE | DEERE & CO | $360.57万 | 0.08% | 6,401 | -593 | -8.5% | -$33.40万 | 减仓 |
| BLK | BLACKROCK INC | $360.63万 | 0.08% | 3,750 | 33 | 0.9% | $3.17万 | 加仓 |
| QYLD | GLOBAL X FDS | $363.31万 | 0.08% | 211,840 | -4,348 | -2.0% | -$7.46万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $366.59万 | 0.08% | 89,282 | 89,282 | — | $366.59万 | 新建仓 |
| ORCL | ORACLE CORP | $367.93万 | 0.08% | 25,010 | -1,808 | -6.7% | -$26.60万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $369.18万 | 0.08% | 67,319 | 12,926 | 23.8% | $70.89万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $371.31万 | 0.08% | 17,091 | 1,411 | 9.0% | $30.65万 | 加仓 |
| AMLP | ALPS ETF TR | $371.79万 | 0.08% | 70,629 | 2,223 | 3.2% | $11.70万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $372.41万 | 0.08% | 45,427 | 1,558 | 3.6% | $12.77万 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $372.58万 | 0.08% | 276,601 | 38,468 | 16.2% | $51.82万 | 加仓 |
| INTC | INTEL CORP | $375.94万 | 0.08% | 85,188 | -11,198 | -11.6% | -$49.42万 | 减仓 |
| PFFA | ETFIS SER TR I | $377.81万 | 0.08% | 185,566 | -8,013 | -4.1% | -$16.31万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $378.69万 | 0.08% | 35,293 | 962 | 2.8% | $10.32万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $379.21万 | 0.09% | 42,752 | 1,890 | 4.6% | $16.76万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $381.14万 | 0.09% | 68,998 | 4,186 | 6.5% | $23.12万 | 加仓 |
| HACK | AMPLIFY ETF TR | $385.94万 | 0.09% | 51,397 | 1,919 | 3.9% | $14.41万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $388.23万 | 0.09% | 147,615 | 9,792 | 7.1% | $25.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $389.06万 | 0.09% | 35,700 | 970 | 2.8% | $10.57万 | 加仓 |
| IUSG | ISHARES TR | $389.27万 | 0.09% | 25,096 | 1,221 | 5.1% | $18.94万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $390.92万 | 0.09% | 65,393 | -108,959 | -62.5% | -$651.36万 | 减仓 |
| CRM | SALESFORCE INC | $392.08万 | 0.09% | 21,004 | 1,257 | 6.4% | $23.46万 | 加仓 |
| IWF | ISHARES TR | $394.24万 | 0.09% | 9,246 | -621 | -6.3% | -$26.48万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $394.83万 | 0.09% | 14,597 | -3,624 | -19.9% | -$98.03万 | 减仓 |
| IGV | ISHARES TR | $396.52万 | 0.09% | 49,534 | 24,672 | 99.2% | $197.50万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $397.25万 | 0.09% | 366,801 | -6,633 | -1.8% | -$7.18万 | 减仓 |
| CAIE | CALAMOS ETF TR | $397.77万 | 0.09% | 158,223 | 53,689 | 51.4% | $134.97万 | 加仓 |
| GLW | CORNING INC | $401.30万 | 0.09% | 29,514 | -813 | -2.7% | -$11.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $402.02万 | 0.09% | 10,262 | -4,512 | -30.5% | -$176.76万 | 减仓 |
| SBUX | STARBUCKS CORP | $406.08万 | 0.09% | 45,327 | -1,043 | -2.2% | -$9.34万 | 减仓 |
| FTNT | FORTINET INC | $406.40万 | 0.09% | 49,731 | -1,774 | -3.4% | -$14.50万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $406.65万 | 0.09% | 122,118 | 78,183 | 178.0% | $260.35万 | 加仓 |
| IYW | ISHARES TR | $407.75万 | 0.09% | 22,475 | -18,098 | -44.6% | -$328.34万 | 减仓 |
| MCD | MCDONALDS CORP | $409.10万 | 0.09% | 13,163 | -163 | -1.2% | -$5.07万 | 减仓 |
| SRE | SEMPRA | $410.55万 | 0.09% | 42,250 | -10,212 | -19.5% | -$99.23万 | 减仓 |
| SNDK | SANDISK CORP | $412.34万 | 0.09% | 6,490 | 1,172 | 22.0% | $74.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $413.18万 | 0.09% | 8,269 | -62 | -0.7% | -$3.10万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $413.32万 | 0.09% | 44,031 | 3,152 | 7.7% | $29.59万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $415.91万 | 0.09% | 815,511 | 8,280 | 1.0% | $4.22万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $417.44万 | 0.09% | 5,940 | -1,330 | -18.3% | -$93.47万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $420.37万 | 0.09% | 144,770 | 113,015 | 355.9% | $328.16万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $434.68万 | 0.10% | 205,523 | -79,368 | -27.9% | -$167.86万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD | $440.12万 | 0.10% | 550,155 | -9,181 | -1.6% | -$7.34万 | 减仓 |
| EFA | ISHARES TR | $444.53万 | 0.10% | 45,766 | -13,568 | -22.9% | -$131.79万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $447.36万 | 0.10% | 164,342 | 29,258 | 21.7% | $79.64万 | 加仓 |
| RTX | RTX CORPORATION | $450.14万 | 0.10% | 23,335 | 3,268 | 16.3% | $63.04万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $451.67万 | 0.10% | 176,776 | 26,651 | 17.8% | $68.09万 | 加仓 |
| IGIB | ISHARES TR | $459.99万 | 0.10% | 86,431 | 1,804 | 2.1% | $9.60万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $460.55万 | 0.10% | 127,153 | 10,020 | 8.6% | $36.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $461.37万 | 0.10% | 18,412 | -1,759 | -8.7% | -$44.08万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $463.35万 | 0.10% | 28,326 | 9,745 | 52.4% | $159.41万 | 加仓 |
| BAC | BANK AMERICA CORP | $464.91万 | 0.10% | 95,365 | 1,963 | 2.1% | $9.57万 | 加仓 |
| CIEN | CIENA CORP | $465.95万 | 0.10% | 12,002 | 5,603 | 87.6% | $217.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $467.66万 | 0.10% | 21,888 | 2,387 | 12.2% | $51.00万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $469.99万 | 0.11% | 72,306 | 64,590 | 837.1% | $419.84万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $470.11万 | 0.11% | 50,680 | 103 | 0.2% | $9,554 | 加仓 |
| GCOW | PACER FDS TR | $470.94万 | 0.11% | 101,847 | 18,271 | 21.9% | $84.48万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $472.38万 | 0.11% | 245,647 | 6,410 | 2.7% | $12.33万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $473.22万 | 0.11% | 239,244 | 29,425 | 14.0% | $58.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $476.25万 | 0.11% | 32,972 | 1,262 | 4.0% | $18.23万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $479.43万 | 0.11% | 73,622 | 5,878 | 8.7% | $38.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $486.31万 | 0.11% | 14,228 | 4,639 | 48.4% | $158.56万 | 加仓 |
| IVW | ISHARES TR | $488.29万 | 0.11% | 43,169 | -22,257 | -34.0% | -$251.75万 | 减仓 |
| QCOM | QUALCOMM INC | $488.67万 | 0.11% | 37,946 | -427 | -1.1% | -$5.50万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $489.11万 | 0.11% | 11,997 | 938 | 8.5% | $38.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $490.18万 | 0.11% | 18,715 | 2,569 | 15.9% | $67.29万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $492.50万 | 0.11% | 273,308 | -17,920 | -6.2% | -$32.29万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $499.54万 | 0.11% | 151,605 | 13,417 | 9.7% | $44.21万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $503.28万 | 0.11% | 120,431 | 14,802 | 14.0% | $61.86万 | 加仓 |
| MINT | PIMCO ETF TR | $504.77万 | 0.11% | 50,191 | 468 | 0.9% | $4.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $509.49万 | 0.11% | 6,022 | 1,711 | 39.7% | $144.76万 | 加仓 |
| BILS | SPDR SERIES TRUST | $514.55万 | 0.12% | 51,745 | -1,636 | -3.1% | -$16.27万 | 减仓 |
| QDPL | PACER FDS TR | $520.31万 | 0.12% | 129,628 | 1,466 | 1.1% | $5.88万 | 加仓 |
| — | ETFIS SER TR I | $530.32万 | 0.12% | 115,062 | 1,842 | 1.6% | $8.49万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $536.93万 | 0.12% | 172,147 | 8,762 | 5.4% | $27.33万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $544.87万 | 0.12% | 1,294 | -92 | -6.6% | -$38.74万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $546.23万 | 0.12% | 317,206 | 24,278 | 8.3% | $41.81万 | 加仓 |
| TIP | ISHARES TR | $548.31万 | 0.12% | 49,683 | 3,692 | 8.0% | $40.75万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $550.61万 | 0.12% | 207,309 | 14,171 | 7.3% | $37.64万 | 加仓 |
| EEM | ISHARES TR | $559.95万 | 0.13% | 98,599 | -34,052 | -25.7% | -$193.38万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $561.02万 | 0.13% | 118,962 | -10,801 | -8.3% | -$50.94万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $564.49万 | 0.13% | 51,618 | 1,128 | 2.2% | $12.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $564.68万 | 0.13% | 78,504 | -2,530 | -3.1% | -$18.20万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $572.70万 | 0.13% | 45,768 | -343 | -0.7% | -$4.29万 | 减仓 |
| MBB | ISHARES TR | $575.22万 | 0.13% | 60,582 | 1,568 | 2.7% | $14.89万 | 加仓 |