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 |
|---|---|---|---|---|---|---|---|---|
| PERI | PERION NETWORK LTD | $0 | 0.00% | 0 | -12,465 | -100.0% | -$11.94万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -11,189 | -100.0% | -$9.75万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$8.98万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -11,578 | -100.0% | -$8.73万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -14,292 | -100.0% | -$5.85万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -10,807 | -100.0% | -$5.84万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.02万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -12,100 | -100.0% | -$3.28万 | 清仓 |
| — | TIZIANA LIFE SCIENCES LTD | $0 | 0.00% | 0 | -15,845 | -100.0% | -$2.36万 | 清仓 |
| — | SEAGATE HDD CAYMAN | $0 | 0.00% | 0 | -3,234 | -100.0% | -$1.09万 | 清仓 |
| — | TRX GOLD CORPORATION | $0 | 0.00% | 0 | -10,600 | -100.0% | -$9,762 | 清仓 |
| — | GABELLI EQUITY TR INC | $4,083 | 0.00% | 583,290 | 583,290 | — | $4,083 | 新建仓 |
| — | CHURCHILL CAPITAL CORP IX | $9,000 | 0.00% | 20,000 | 20,000 | — | $9,000 | 新建仓 |
| — | BED BATH & BEYOND INC | $1.49万 | 0.00% | 26,503 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $1.63万 | 0.00% | 23,223 | 1,400 | 6.4% | $982 | 加仓 |
| — | XTI AEROSPACE INC | $2.07万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $2.58万 | 0.00% | 11,370 | 0 | 0.0% | — | 不变 |
| PLTK | PLAYTIKA HLDG CORP | $2.78万 | 0.00% | 10,000 | 10,000 | — | $2.78万 | 新建仓 |
| MNKD | MANNKIND CORP | $3.12万 | 0.00% | 12,720 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $4.26万 | 0.00% | 11,105 | -24,958 | -69.2% | -$9.58万 | 重新持有 |
| EDIT | EDITAS MEDICINE INC | $5.04万 | 0.00% | 20,410 | 5,000 | 32.4% | $1.24万 | 加仓 |
| PLUG | PLUG PWR INC | $5.35万 | 0.00% | 23,689 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $6.12万 | 0.00% | 99,000 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $6.26万 | 0.00% | 10,374 | -2,500 | -19.4% | -$1.51万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $6.44万 | 0.00% | 13,788 | 2,050 | 17.5% | $9,574 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $6.54万 | 0.00% | 15,750 | -5,700 | -26.6% | -$2.37万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $6.54万 | 0.00% | 16,553 | 1,895 | 12.9% | $7,485 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.60万 | 0.00% | 13,893 | -254 | -1.8% | -$1,207 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.07万 | 0.00% | 13,859 | -3,033 | -18.0% | -$1.55万 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $7.12万 | 0.00% | 14,900 | -3,000 | -16.8% | -$1.43万 | 减仓 |
| — | MONROE CAP CORP | $7.30万 | 0.00% | 15,869 | -8,550 | -35.0% | -$3.93万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $7.80万 | 0.00% | 11,389 | 11,389 | — | $7.80万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $8.07万 | 0.00% | 15,610 | 700 | 4.7% | $3,619 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $9.31万 | 0.00% | 100,700 | 100,700 | — | $9.31万 | 新建仓 |
| ONDS | ONDAS INC | $9.70万 | 0.00% | 10,735 | 10,735 | — | $9.70万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $9.83万 | 0.00% | 23,250 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $10.45万 | 0.00% | 10,063 | 63 | 0.6% | $654 | 加仓 |
| — | FRANKLIN UNVL TR | $10.70万 | 0.00% | 13,362 | -5,209 | -28.0% | -$4.17万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $10.81万 | 0.00% | 12,063 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $11.41万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $11.73万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $11.88万 | 0.00% | 34,650 | 1,350 | 4.1% | $4,631 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $11.90万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $12.01万 | 0.00% | 24,206 | 2,546 | 11.8% | $1.26万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $12.05万 | 0.00% | 22,779 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.12万 | 0.00% | 26,170 | 2,791 | 11.9% | $1.29万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $12.30万 | 0.00% | 11,650 | -400 | -3.3% | -$4,224 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $12.30万 | 0.00% | 11,784 | 11,784 | — | $12.30万 | 新建仓 |
| CERT | CERTARA INC | $12.45万 | 0.00% | 21,846 | 21,846 | — | $12.45万 | 新建仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $12.71万 | 0.00% | 11,768 | 11,768 | — | $12.71万 | 新建仓 |
| SBET | SHARPLINK INC | $12.73万 | 0.00% | 19,731 | -6,584 | -25.0% | -$4.25万 | 减仓 |
| PATH | UIPATH INC | $12.74万 | 0.00% | 11,474 | -148 | -1.3% | -$1,643 | 重新持有 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $12.89万 | 0.00% | 11,427 | 11,427 | — | $12.89万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $12.97万 | 0.00% | 14,787 | -5,425 | -26.8% | -$4.76万 | 重新持有 |
| FVRR | FIVERR INTL LTD | $13.35万 | 0.00% | 13,325 | 13,325 | — | $13.35万 | 新建仓 |
| TSSI | TSS INC DEL | $13.40万 | 0.00% | 10,300 | 10,300 | — | $13.40万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $13.77万 | 0.00% | 10,200 | 10,200 | — | $13.77万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $13.99万 | 0.00% | 21,925 | -1,775 | -7.5% | -$1.13万 | 减仓 |
| — | EATON VANCE SR FLTNG RTE TR | $14.15万 | 0.00% | 13,427 | -354 | -2.6% | -$3,731 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $16.00万 | 0.00% | 23,293 | 5,680 | 32.2% | $3.90万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $16.26万 | 0.00% | 10,116 | 10,116 | — | $16.26万 | 新建仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $16.35万 | 0.00% | 28,630 | 272 | 1.0% | $1,553 | 加仓 |
| TDAY | USA TODAY CO INC | $16.57万 | 0.00% | 23,500 | -10,000 | -29.9% | -$7.05万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $16.58万 | 0.00% | 23,624 | 11,221 | 90.5% | $7.88万 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $17.20万 | 0.00% | 47,658 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $17.34万 | 0.00% | 37,442 | -3,000 | -7.4% | -$1.39万 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $17.38万 | 0.00% | 15,073 | 15,073 | — | $17.38万 | 新建仓 |
| — | PALLADYNE AI CORP | $17.39万 | 0.00% | 28,653 | 28,653 | — | $17.39万 | 新建仓 |
| CIM | CHIMERA INVT CORP | $17.65万 | 0.00% | 14,063 | -5,380 | -27.7% | -$6.75万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $17.94万 | 0.00% | 26,000 | 26,000 | — | $17.94万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $18.13万 | 0.00% | 34,929 | -2,754 | -7.3% | -$1.43万 | 减仓 |
| — | ISHARES ETHEREUM TR | $18.13万 | 0.00% | 11,453 | -25,053 | -68.6% | -$39.66万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $19.14万 | 0.00% | 22,647 | -100 | -0.4% | -$845 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $19.31万 | 0.00% | 15,422 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN XRP TRUST | $19.61万 | 0.00% | 13,444 | -11,556 | -46.2% | -$16.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $19.68万 | 0.00% | 10,600 | 10,600 | — | $19.68万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $19.89万 | 0.00% | 10,467 | 10,467 | — | $19.89万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $20.01万 | 0.00% | 754 | -33 | -4.2% | -$8,756 | 减仓 |
| CDE | COEUR MNG INC | $20.06万 | 0.00% | 10,687 | 10,687 | — | $20.06万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $20.10万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.15万 | 0.00% | 9,500 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $20.17万 | 0.00% | 1,393 | -32 | -2.2% | -$4,633 | 减仓 |
| SEZL | SEZZLE INC | $20.30万 | 0.00% | 3,208 | 3,208 | — | $20.30万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $20.31万 | 0.00% | 12,921 | 12,921 | — | $20.31万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $20.34万 | 0.00% | 1,924 | -240 | -11.1% | -$2.54万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $20.41万 | 0.00% | 7,723 | -4,864 | -38.6% | -$12.86万 | 重新持有 |
| PEY | INVESCO EXCHANGE TRADED FD T | $20.42万 | 0.00% | 9,532 | -467 | -4.7% | -$1.00万 | 减仓 |
| HDB | HDFC BANK LTD | $20.43万 | 0.00% | 8,212 | -504 | -5.8% | -$1.25万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $20.52万 | 0.00% | 7,607 | 7,607 | — | $20.52万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.53万 | 0.00% | 473 | -52 | -9.9% | -$2.26万 | 重新持有 |
| DLN | WISDOMTREE TR | $20.53万 | 0.00% | 2,298 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $20.59万 | 0.00% | 3,620 | 3,620 | — | $20.59万 | 新建仓 |
| BUG | GLOBAL X FDS | $20.59万 | 0.00% | 8,200 | -1,350 | -14.1% | -$3.39万 | 减仓 |
| IYK | ISHARES TR | $20.69万 | 0.00% | 2,954 | -102 | -3.3% | -$7,144 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $20.70万 | 0.00% | 4,141 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $20.72万 | 0.00% | 2,834 | 2,834 | — | $20.72万 | 新建仓 |
| CPRT | COPART INC | $20.81万 | 0.00% | 6,267 | 69 | 1.1% | $2,291 | 加仓 |
| UEC | URANIUM ENERGY CORP | $20.83万 | 0.00% | 15,431 | 1,456 | 10.4% | $1.97万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $20.84万 | 0.00% | 630 | -68 | -9.7% | -$2.25万 | 减仓 |
| — | PROSHARES TR | $20.85万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |