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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $577.79万 | 0.13% | 125,907 | 1,900 | 1.5% | $8.72万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $579.69万 | 0.13% | 12,575 | 2,848 | 29.3% | $131.29万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $579.86万 | 0.13% | 302,797 | 23,802 | 8.5% | $45.58万 | 加仓 |
| PFF | ISHARES TR | $581.05万 | 0.13% | 191,640 | 4,191 | 2.2% | $12.71万 | 加仓 |
| T | AT&T INC | $597.48万 | 0.13% | 206,097 | 81,242 | 65.1% | $235.52万 | 加仓 |
| MRK | MERCK & CO INC | $603.04万 | 0.14% | 50,132 | 1,921 | 4.0% | $23.11万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $606.87万 | 0.14% | 236,874 | 11,142 | 4.9% | $28.55万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $610.07万 | 0.14% | 182,302 | -23,914 | -11.6% | -$80.03万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $625.80万 | 0.14% | 154,367 | -3,297 | -2.1% | -$13.37万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $635.73万 | 0.14% | 107,351 | 1,678 | 1.6% | $9.94万 | 加仓 |
| TJX | TJX COS INC NEW | $638.74万 | 0.14% | 39,996 | 256 | 0.6% | $4.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $638.98万 | 0.14% | 168,864 | -23,923 | -12.4% | -$90.52万 | 减仓 |
| USMV | ISHARES TR | $642.87万 | 0.14% | 69,319 | 3,357 | 5.1% | $31.13万 | 加仓 |
| MTUM | ISHARES TR | $649.21万 | 0.15% | 27,051 | 2,217 | 8.9% | $53.21万 | 加仓 |
| PAVE | GLOBAL X FDS | $652.64万 | 0.15% | 128,447 | 10,307 | 8.7% | $52.37万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $658.08万 | 0.15% | 44,887 | 7,325 | 19.5% | $107.39万 | 加仓 |
| CSHI | NEOS ETF TRUST | $661.68万 | 0.15% | 132,920 | 110,549 | 494.2% | $550.31万 | 加仓 |
| IUSB | ISHARES TR | $663.64万 | 0.15% | 143,675 | 5,259 | 3.8% | $24.29万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $665.69万 | 0.15% | 314,747 | 14,311 | 4.8% | $30.27万 | 加仓 |
| CSCO | CISCO SYS INC | $666.16万 | 0.15% | 85,856 | -10,953 | -11.3% | -$84.98万 | 减仓 |
| PEP | PEPSICO INC | $675.23万 | 0.15% | 43,482 | 3,637 | 9.1% | $56.48万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $675.99万 | 0.15% | 115,004 | -18,863 | -14.1% | -$110.88万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $678.86万 | 0.15% | 88,038 | 27,120 | 44.5% | $209.12万 | 加仓 |
| IJR | ISHARES TR | $684.98万 | 0.15% | 55,102 | 2,735 | 5.2% | $34.00万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $685.65万 | 0.15% | 42,394 | 11,153 | 35.7% | $180.38万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $686.91万 | 0.15% | 61,271 | -10,541 | -14.7% | -$118.17万 | 减仓 |
| BA | BOEING CO | $687.54万 | 0.15% | 34,544 | -297 | -0.9% | -$5.91万 | 减仓 |
| ENFR | ALPS ETF TR | $687.58万 | 0.15% | 179,948 | 31,135 | 20.9% | $118.97万 | 加仓 |
| SHLD | GLOBAL X FDS | $691.88万 | 0.16% | 97,668 | 19,643 | 25.2% | $139.15万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $692.39万 | 0.16% | 209,118 | 78,403 | 60.0% | $259.59万 | 加仓 |
| AGNC | AGNC INVT CORP | $694.51万 | 0.16% | 692,433 | -200,038 | -22.4% | -$200.64万 | 减仓 |
| ISVL | ISHARES TR | $699.73万 | 0.16% | 145,438 | 131,858 | 971.0% | $634.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $706.79万 | 0.16% | 28,915 | 407 | 1.4% | $9.95万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $708.81万 | 0.16% | 145,516 | -13,529 | -8.5% | -$65.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $721.59万 | 0.16% | 36,778 | 10,637 | 40.7% | $208.70万 | 加仓 |
| SHV | ISHARES TR | $752.33万 | 0.17% | 68,152 | -2,538 | -3.6% | -$28.02万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $765.93万 | 0.17% | 16,536 | -1,700 | -9.3% | -$78.74万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $771.06万 | 0.17% | 69,602 | 7,153 | 11.5% | $79.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $772.02万 | 0.17% | 120,478 | 73,863 | 158.5% | $473.31万 | 加仓 |
| IEMG | ISHARES INC | $776.36万 | 0.17% | 111,306 | 41,612 | 59.7% | $290.24万 | 加仓 |
| NET | CLOUDFLARE INC | $791.43万 | 0.18% | 38,356 | -5,645 | -12.8% | -$116.48万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $809.57万 | 0.18% | 163,981 | -13,639 | -7.7% | -$67.34万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $810.78万 | 0.18% | 97,838 | -13,097 | -11.8% | -$108.53万 | 减仓 |
| EFV | ISHARES TR | $814.03万 | 0.18% | 109,486 | -58,624 | -34.9% | -$435.87万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $815.19万 | 0.18% | 123,946 | 10,992 | 9.7% | $72.29万 | 加仓 |
| GE | GE AEROSPACE | $822.08万 | 0.18% | 28,970 | 806 | 2.9% | $22.87万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $823.27万 | 0.18% | 180,344 | 4,431 | 2.5% | $20.23万 | 加仓 |
| TOPT | ISHARES TR | $843.79万 | 0.19% | 294,826 | 223,712 | 314.6% | $640.26万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $844.57万 | 0.19% | 206,497 | 4,233 | 2.1% | $17.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $849.11万 | 0.19% | 28,093 | 502 | 1.8% | $15.17万 | 加仓 |
| SPYI | NEOS ETF TRUST | $857.65万 | 0.19% | 173,720 | -27,515 | -13.7% | -$135.84万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $873.80万 | 0.20% | 78,820 | -11,823 | -13.0% | -$131.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $886.78万 | 0.20% | 55,313 | 2,671 | 5.1% | $42.82万 | 加仓 |
| SSO | PROSHARES TR | $888.18万 | 0.20% | 171,199 | -1,836 | -1.1% | -$9.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $888.86万 | 0.20% | 22,767 | -2,217 | -8.9% | -$86.56万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $890.15万 | 0.20% | 221,762 | -2,558 | -1.1% | -$10.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $890.85万 | 0.20% | 221,660 | -9,709 | -4.2% | -$39.02万 | 减仓 |
| MGK | VANGUARD WORLD FD | $891.66万 | 0.20% | 24,267 | 1,302 | 5.7% | $47.84万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $891.77万 | 0.20% | 157,612 | -5,578 | -3.4% | -$31.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $897.48万 | 0.20% | 41,732 | 661 | 1.6% | $14.22万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $902.19万 | 0.20% | 176,778 | -765 | -0.4% | -$3.90万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $903.15万 | 0.20% | 3,460,351 | 2,105,502 | 155.4% | $549.54万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $916.26万 | 0.21% | 437,145 | 350,521 | 404.6% | $734.69万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $936.14万 | 0.21% | 118,409 | 502 | 0.4% | $3.97万 | 加仓 |
| FLRT | PACER FDS TR | $941.87万 | 0.21% | 203,383 | 54,077 | 36.2% | $250.43万 | 加仓 |
| V | VISA INC | $954.38万 | 0.21% | 31,577 | -1,132 | -3.5% | -$34.21万 | 减仓 |
| CVX | CHEVRON CORPORATION | $963.39万 | 0.22% | 46,563 | 16,193 | 53.3% | $335.03万 | 加仓 |
| ICOW | PACER FDS TR | $972.26万 | 0.22% | 229,090 | 5,460 | 2.4% | $23.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $978.36万 | 0.22% | 50,978 | 6,208 | 13.9% | $119.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $988.50万 | 0.22% | 196,912 | 53,603 | 37.4% | $269.09万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $989.72万 | 0.22% | 41,652 | 5,369 | 14.8% | $127.58万 | 加仓 |
| ABBV | ABBVIE INC | $1,010.30万 | 0.23% | 46,453 | 2,304 | 5.2% | $50.11万 | 加仓 |
| IJK | ISHARES TR | $1,012.17万 | 0.23% | 100,594 | 86,609 | 619.3% | $871.46万 | 加仓 |
| QUAL | ISHARES TR | $1,021.43万 | 0.23% | 53,252 | 346 | 0.7% | $6.64万 | 加仓 |
| HD | HOME DEPOT INC | $1,024.46万 | 0.23% | 31,149 | 672 | 2.2% | $22.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,026.73万 | 0.23% | 14,715 | 285 | 2.0% | $19.89万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $1,027.43万 | 0.23% | 203,532 | -415 | -0.2% | -$2.09万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,047.66万 | 0.24% | 170,851 | 5,232 | 3.2% | $32.08万 | 加仓 |
| SOXX | ISHARES TR | $1,048.92万 | 0.24% | 31,915 | 6,547 | 25.8% | $215.17万 | 加仓 |
| MSTR | STRATEGY INC | $1,051.12万 | 0.24% | 84,224 | 3,191 | 3.9% | $39.82万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,055.22万 | 0.24% | 115,148 | -15,585 | -11.9% | -$142.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,065.17万 | 0.24% | 187,928 | 1,200 | 0.6% | $6.80万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,067.94万 | 0.24% | 72,110 | 5,328 | 8.0% | $78.91万 | 加仓 |
| LLY | ELI LILLY & CO | $1,068.36万 | 0.24% | 11,615 | -1,360 | -10.5% | -$125.09万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,073.78万 | 0.24% | 113,941 | 4,459 | 4.1% | $42.02万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1,088.59万 | 0.24% | 125,226 | 13,716 | 12.3% | $119.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,106.25万 | 0.25% | 125,483 | -38,712 | -23.6% | -$341.28万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,109.81万 | 0.25% | 177,059 | -3,923 | -2.2% | -$24.59万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $1,119.27万 | 0.25% | 369,641 | 8,055 | 2.2% | $24.39万 | 加仓 |
| CAT | CATERPILLAR INC | $1,130.45万 | 0.25% | 15,957 | -115 | -0.7% | -$8.15万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,136.92万 | 0.26% | 353,597 | 353,597 | — | $1,136.92万 | 新建仓 |
| GEV | GE VERNOVA INC | $1,185.57万 | 0.27% | 13,582 | 2,600 | 23.7% | $226.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,223.05万 | 0.27% | 126,479 | -2,576 | -2.0% | -$24.91万 | 减仓 |
| ITA | ISHARES TR | $1,223.78万 | 0.27% | 55,944 | 1,078 | 2.0% | $23.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,233.60万 | 0.28% | 41,936 | -6,637 | -13.7% | -$195.24万 | 减仓 |
| TQQQ | PROSHARES TR | $1,243.02万 | 0.28% | 298,228 | 32,496 | 12.2% | $135.44万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,251.67万 | 0.28% | 731,544 | 1,830 | 0.3% | $3.13万 | 加仓 |
| SGOV | ISHARES TR | $1,280.04万 | 0.29% | 127,165 | -35,671 | -21.9% | -$359.06万 | 减仓 |
| IJS | ISHARES TR | $1,287.39万 | 0.29% | 108,686 | 79,265 | 269.4% | $938.90万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,300.19万 | 0.29% | 446,342 | 27,189 | 6.5% | $79.20万 | 加仓 |