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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $1,304.95万 | 0.29% | 53,837 | -8,462 | -13.6% | -$205.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,308.15万 | 0.29% | 426,385 | 59,631 | 16.3% | $182.95万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $1,320.14万 | 0.30% | 283,261 | 8,630 | 3.1% | $40.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,416.05万 | 0.32% | 32,419 | 818 | 2.6% | $35.73万 | 加仓 |
| FSK | FS KKR CAP CORP | $1,421.85万 | 0.32% | 1,396,710 | -152,172 | -9.8% | -$154.91万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,432.23万 | 0.32% | 233,796 | 70,557 | 43.2% | $432.23万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,438.19万 | 0.32% | 247,197 | -19,211 | -7.2% | -$111.77万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,466.77万 | 0.33% | 976,548 | 54,133 | 5.9% | $81.31万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,475.33万 | 0.33% | 57,328 | 494 | 0.9% | $12.71万 | 加仓 |
| SNTH | TIDAL TRUST III | $1,487.04万 | 0.33% | 566,706 | -10,344 | -1.8% | -$27.14万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,528.37万 | 0.34% | 166,544 | -26,094 | -13.5% | -$239.46万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,560.38万 | 0.35% | 76,703 | 709 | 0.9% | $14.42万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,581.64万 | 0.35% | 312,515 | -11,394 | -3.5% | -$57.67万 | 减仓 |
| ITOT | ISHARES TR | $1,608.82万 | 0.36% | 112,955 | 6,712 | 6.3% | $95.60万 | 加仓 |
| NFLX | NETFLIX INC. | $1,630.81万 | 0.37% | 169,612 | 12,078 | 7.7% | $116.13万 | 加仓 |
| — | EXXON MOBIL CORP | $1,632.34万 | 0.37% | 96,212 | 24,936 | 35.0% | $423.07万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,648.53万 | 0.37% | 418,090 | 17,233 | 4.3% | $67.95万 | 加仓 |
| BIZD | VANECK ETF TRUST | $1,688.92万 | 0.38% | 1,319,469 | -43,696 | -3.2% | -$55.93万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,720.52万 | 0.39% | 309,893 | -8,455 | -2.7% | -$46.94万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $1,724.00万 | 0.39% | 174,972 | -22,745 | -11.5% | -$224.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,803.02万 | 0.40% | 37,626 | 323 | 0.9% | $15.48万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,847.72万 | 0.41% | 188,716 | 11,916 | 6.7% | $116.67万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $1,921.47万 | 0.43% | 1,156,813 | 298,028 | 34.7% | $495.02万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,930.14万 | 0.43% | 283,261 | -120,231 | -29.8% | -$819.25万 | 减仓 |
| IJH | ISHARES TR | $1,953.59万 | 0.44% | 289,291 | -7,547 | -2.5% | -$50.96万 | 减仓 |
| WMT | WALMART INC | $2,034.89万 | 0.46% | 163,734 | 542 | 0.3% | $6.74万 | 加仓 |
| IWM | ISHARES TR | $2,092.66万 | 0.47% | 84,381 | 43,720 | 107.5% | $1,084.26万 | 加仓 |
| COWZ | PACER FDS TR | $2,184.55万 | 0.49% | 349,193 | -20,742 | -5.6% | -$129.76万 | 减仓 |
| QQQI | NEOS ETF TRUST | $2,219.93万 | 0.50% | 446,756 | 13,356 | 3.1% | $66.37万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,252.52万 | 0.51% | 58,751 | 126 | 0.2% | $4.83万 | 加仓 |
| GARP | ISHARES TR | $2,392.07万 | 0.54% | 373,937 | 3,741 | 1.0% | $23.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,409.18万 | 0.54% | 40,317 | 4,279 | 11.9% | $255.70万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,463.13万 | 0.55% | 360,739 | 37,290 | 11.5% | $254.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,601.62万 | 0.58% | 353,289 | 184,345 | 109.1% | $1,357.52万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,690.34万 | 0.60% | 632,427 | 70,745 | 12.6% | $300.95万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,698.12万 | 0.61% | 535,660 | -1,570 | -0.3% | -$7.91万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,849.44万 | 0.64% | 843,779 | 89,483 | 11.9% | $302.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,880.93万 | 0.65% | 85,275 | -4,821 | -5.4% | -$162.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,945.15万 | 0.66% | 221,607 | 5,599 | 2.6% | $74.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,008.95万 | 0.68% | 89,035 | 12,690 | 16.6% | $428.86万 | 加仓 |
| TSLA | TESLA INC | $3,263.56万 | 0.73% | 87,789 | 2,378 | 2.8% | $88.40万 | 加仓 |
| META | META PLATFORMS INC | $3,297.98万 | 0.74% | 57,643 | -1,691 | -2.8% | -$96.75万 | 减仓 |
| GOOGL | ALPHABET INC | $3,400.33万 | 0.76% | 118,248 | -1,671 | -1.4% | -$48.05万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,460.99万 | 0.78% | 452,181 | 44,596 | 10.9% | $341.34万 | 加仓 |
| GLD | SPDR GOLD TR | $3,472.27万 | 0.78% | 80,696 | -4,350 | -5.1% | -$187.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,476.32万 | 0.78% | 34,887 | -104 | -0.3% | -$10.36万 | 减仓 |
| GOOG | ALPHABET INC | $4,069.84万 | 0.91% | 141,875 | -2,527 | -1.7% | -$72.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,382.75万 | 0.98% | 299,614 | -22,828 | -7.1% | -$333.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,476.33万 | 1.00% | 139,532 | -241 | -0.2% | -$7.73万 | 减仓 |
| IVV | ISHARES TR | $6,151.03万 | 1.38% | 94,167 | 756 | 0.8% | $49.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,852.27万 | 1.54% | 185,111 | 1,582 | 0.9% | $58.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,899.13万 | 1.55% | 106,085 | -2,903 | -2.7% | -$188.79万 | 减仓 |
| PAAA | PGIM ETF TR | $7,644.45万 | 1.71% | 1,493,640 | 9,065 | 0.6% | $46.39万 | 加仓 |
| AMZN | AMAZON COM INC | $7,978.41万 | 1.79% | 383,080 | 8,330 | 2.2% | $173.49万 | 加仓 |
| AVGO | BROADCOM INC | $9,598.55万 | 2.15% | 310,121 | -21,416 | -6.5% | -$662.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.07亿 | 2.39% | 184,658 | -8,164 | -4.2% | -$471.21万 | 减仓 |
| AAPL | APPLE INC | $1.25亿 | 2.80% | 492,087 | -5,344 | -1.1% | -$135.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.95亿 | 6.61% | 1,690,306 | -23,917 | -1.4% | -$417.11万 | 减仓 |