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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $20.85万 | 0.00% | 8,164 | 8,164 | — | $20.85万 | 新建仓 |
| OSEA | HARBOR ETF TRUST | $20.85万 | 0.00% | 7,203 | -164 | -2.2% | -$4,748 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $20.90万 | 0.00% | 16,302 | 16,302 | — | $20.90万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $20.91万 | 0.00% | 14,491 | -6,009 | -29.3% | -$8.67万 | 减仓 |
| — | ELEVATION SERIES TRUST | $20.95万 | 0.00% | 26,691 | 1,230 | 4.8% | $9,653 | 加仓 |
| RIG | TRANSOCEAN LTD | $20.97万 | 0.00% | 31,636 | 31,636 | — | $20.97万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $20.98万 | 0.00% | 8,906 | -7,552 | -45.9% | -$17.79万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $21.12万 | 0.00% | 12,981 | 803 | 6.6% | $1.31万 | 加仓 |
| KVUE | KENVUE INC | $21.13万 | 0.00% | 12,259 | -15,298 | -55.5% | -$26.37万 | 重新持有 |
| ARKF | ARK ETF TR | $21.23万 | 0.00% | 5,584 | -2,912 | -34.3% | -$11.07万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.32万 | 0.00% | 1,075 | -33 | -3.0% | -$6,546 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $21.34万 | 0.00% | 3,301 | -175 | -5.0% | -$1.13万 | 减仓 |
| ROST | ROSS STORES INC | $21.40万 | 0.00% | 988 | 988 | — | $21.40万 | 新建仓 |
| AEE | AMEREN CORP | $21.44万 | 0.00% | 1,950 | 1,950 | — | $21.44万 | 新建仓 |
| BN | BROOKFIELD CORP | $21.49万 | 0.00% | 5,321 | 731 | 15.9% | $2.95万 | 加仓 |
| — | VS TRUST | $21.65万 | 0.00% | 25,000 | 25,000 | — | $21.65万 | 新建仓 |
| IYM | ISHARES TR | $21.70万 | 0.00% | 1,233 | 1,233 | — | $21.70万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $21.73万 | 0.00% | 7,922 | 18 | 0.2% | $494 | 加仓 |
| GM | GENERAL MTRS CO | $21.88万 | 0.00% | 2,937 | -8,545 | -74.4% | -$63.66万 | 减仓 |
| DY | DYCOM INDS INC | $21.92万 | 0.00% | 647 | -1,886 | -74.5% | -$63.90万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $21.94万 | 0.00% | 2,270 | -174 | -7.1% | -$1.68万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $21.95万 | 0.00% | 2,435 | -563 | -18.8% | -$5.07万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.00% | 5,413 | 234 | 4.5% | $9,493 | 加仓 |
| EFXT | ENERFLEX LTD | $22.08万 | 0.00% | 10,588 | 10,588 | — | $22.08万 | 新建仓 |
| GMAB | GENMAB A/S | $22.09万 | 0.00% | 8,232 | -163 | -1.9% | -$4,373 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $22.13万 | 0.00% | 3,190 | -191 | -5.6% | -$1.32万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $22.20万 | 0.00% | 18,657 | -555 | -2.9% | -$6,604 | 减仓 |
| TPHD | TIMOTHY PLAN | $22.33万 | 0.01% | 5,399 | 5,399 | — | $22.33万 | 新建仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $22.37万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $22.39万 | 0.01% | 504 | -44 | -8.0% | -$1.95万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.41万 | 0.01% | 9,679 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.41万 | 0.01% | 2,087 | 3 | 0.1% | $322 | 加仓 |
| SAP | SAP SE | $22.41万 | 0.01% | 1,309 | 1,309 | — | $22.41万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.42万 | 0.01% | 5,311 | 104 | 2.0% | $4,391 | 加仓 |
| SILJ | AMPLIFY ETF TR | $22.51万 | 0.01% | 7,575 | -4,398 | -36.7% | -$13.07万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $22.61万 | 0.01% | 5,909 | 80 | 1.4% | $3,061 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $22.62万 | 0.01% | 5,442 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $22.68万 | 0.01% | 9,696 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.69万 | 0.01% | 3,907 | 467 | 13.6% | $2.71万 | 加仓 |
| SNY | SANOFI SA | $22.71万 | 0.01% | 4,714 | 252 | 5.6% | $1.21万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $22.74万 | 0.01% | 4,315 | 100 | 2.4% | $5,270 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.77万 | 0.01% | 8,208 | 8,208 | — | $22.77万 | 新建仓 |
| CCJ | CAMECO CORP | $22.82万 | 0.01% | 2,101 | -518 | -19.8% | -$5.63万 | 减仓 |
| TRGP | TARGA RES CORP | $22.84万 | 0.01% | 911 | 911 | — | $22.84万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $22.84万 | 0.01% | 6,850 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $22.87万 | 0.01% | 1,690 | -1 | -0.1% | -$135 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $22.93万 | 0.01% | 2,650 | -668 | -20.1% | -$5.78万 | 减仓 |
| NVAX | NOVAVAX INC | $22.93万 | 0.01% | 28,175 | 28,175 | — | $22.93万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $22.96万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $22.97万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.02万 | 0.01% | 6,852 | -3,328 | -32.7% | -$11.18万 | 减仓 |
| USD | PROSHARES TR | $23.09万 | 0.01% | 4,815 | 7 | 0.1% | $336 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $23.09万 | 0.01% | 3,215 | 265 | 9.0% | $1.90万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $23.13万 | 0.01% | 3,740 | 3,740 | — | $23.13万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $23.16万 | 0.01% | 17,679 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $23.21万 | 0.01% | 13,800 | 13,800 | — | $23.21万 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $23.23万 | 0.01% | 13,059 | 804 | 6.6% | $1.43万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.24万 | 0.01% | 800 | -329 | -29.1% | -$9.56万 | 重新持有 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $23.27万 | 0.01% | 6,434 | -1,195 | -15.7% | -$4.32万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $23.35万 | 0.01% | 1,821 | -75 | -4.0% | -$9,618 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $23.38万 | 0.01% | 3,425 | 1,691 | 97.5% | $11.54万 | 加仓 |
| GIS | GENERAL MILLS INC | $23.40万 | 0.01% | 6,287 | 6,287 | — | $23.40万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $23.48万 | 0.01% | 2,025 | 25 | 1.2% | $2,899 | 加仓 |
| ARKW | ARK ETF TR | $23.60万 | 0.01% | 1,957 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $23.68万 | 0.01% | 2,442 | 2,442 | — | $23.68万 | 新建仓 |
| LIT | GLOBAL X FDS | $23.69万 | 0.01% | 3,186 | -42 | -1.3% | -$3,123 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $23.76万 | 0.01% | 4,343 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $23.82万 | 0.01% | 6,206 | 6,206 | — | $23.82万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $23.84万 | 0.01% | 2,233 | -125 | -5.3% | -$1.33万 | 减仓 |
| NULG | NUSHARES ETF TR | $23.95万 | 0.01% | 2,634 | 77 | 3.0% | $7,002 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.96万 | 0.01% | 2,020 | -94 | -4.4% | -$1.12万 | 减仓 |
| GOGO | GOGO INC | $24.02万 | 0.01% | 59,750 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $24.05万 | 0.01% | 5,203 | -63 | -1.2% | -$2,912 | 减仓 |
| — | PACER FDS TR | $24.09万 | 0.01% | 5,034 | 174 | 3.6% | $8,328 | 加仓 |
| VG | VENTURE GLOBAL INC | $24.11万 | 0.01% | 15,300 | 15,300 | — | $24.11万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $24.17万 | 0.01% | 3,940 | -103 | -2.5% | -$6,320 | 减仓 |
| TPR | TAPESTRY INC | $24.20万 | 0.01% | 1,715 | -105 | -5.8% | -$1.48万 | 减仓 |
| EQIX | EQUINIX INC | $24.23万 | 0.01% | 247 | 247 | — | $24.23万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $24.24万 | 0.01% | 1,289 | 1,289 | — | $24.24万 | 新建仓 |
| IOT | SAMSARA INC | $24.27万 | 0.01% | 7,658 | -4,181 | -35.3% | -$13.25万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $24.29万 | 0.01% | 5,177 | 290 | 5.9% | $1.36万 | 加仓 |
| UUUU | ENERGY FUELS INC | $24.30万 | 0.01% | 13,317 | 13,317 | — | $24.30万 | 新建仓 |
| EUFN | ISHARES TR | $24.36万 | 0.01% | 6,990 | -275 | -3.8% | -$9,584 | 减仓 |
| WD | WALKER & DUNLOP INC | $24.38万 | 0.01% | 5,493 | 1,500 | 37.6% | $6.66万 | 加仓 |
| USAR | USA RARE EARTH INC | $24.42万 | 0.01% | 16,134 | 16,134 | — | $24.42万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $24.43万 | 0.01% | 5,451 | 5,451 | — | $24.43万 | 新建仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $24.44万 | 0.01% | 6,526 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $24.47万 | 0.01% | 6,707 | 6,707 | — | $24.47万 | 新建仓 |
| AGQ | PROSHARES TR II | $24.50万 | 0.01% | 2,050 | 2,050 | — | $24.50万 | 新建仓 |
| FN | FABRINET | $24.51万 | 0.01% | 470 | 470 | — | $24.51万 | 新建仓 |
| INDA | ISHARES TR | $24.55万 | 0.01% | 5,240 | -1,395 | -21.0% | -$6.53万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.58万 | 0.01% | 5,073 | -68 | -1.3% | -$3,295 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $24.63万 | 0.01% | 1,588 | -200 | -11.2% | -$3.10万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $24.65万 | 0.01% | 2,463 | 270 | 12.3% | $2.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.67万 | 0.01% | 8,486 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $24.76万 | 0.01% | 3,822 | 3,822 | — | $24.76万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.86万 | 0.01% | 6,139 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.87万 | 0.01% | 1,827 | 219 | 13.6% | $2.98万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $24.93万 | 0.01% | 13,975 | -3,025 | -17.8% | -$5.40万 | 减仓 |
| MPLX | MPLX LP | $24.95万 | 0.01% | 4,372 | -7,595 | -63.5% | -$43.34万 | 减仓 |