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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $24.96万 | 0.01% | 3,670 | -519 | -12.4% | -$3.53万 | 减仓 |
| ILF | ISHARES TR | $24.98万 | 0.01% | 7,034 | 7,034 | — | $24.98万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $25.02万 | 0.01% | 7,921 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $25.03万 | 0.01% | 22,882 | -1,677 | -6.8% | -$1.83万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $25.07万 | 0.01% | 4,329 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.10万 | 0.01% | 7,672 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $25.16万 | 0.01% | 623 | 623 | — | $25.16万 | 新建仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $25.18万 | 0.01% | 3,068 | -130 | -4.1% | -$1.07万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $25.22万 | 0.01% | 3,592 | -1,298 | -26.5% | -$9.11万 | 减仓 |
| ISCV | ISHARES TR | $25.26万 | 0.01% | 3,634 | 376 | 11.5% | $2.61万 | 加仓 |
| IYC | ISHARES TR | $25.31万 | 0.01% | 2,611 | -248 | -8.7% | -$2.40万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.35万 | 0.01% | 2,597 | -50 | -1.9% | -$4,881 | 减仓 |
| — | STRATEGY SHS | $25.40万 | 0.01% | 11,629 | -115 | -1.0% | -$2,512 | 减仓 |
| TPIF | TIMOTHY PLAN | $25.40万 | 0.01% | 7,047 | 673 | 10.6% | $2.43万 | 加仓 |
| WIX | WIX COM LTD | $25.42万 | 0.01% | 2,822 | -100 | -3.4% | -$9,007 | 减仓 |
| XPH | SPDR SERIES TRUST | $25.42万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $25.45万 | 0.01% | 9,090 | 9,090 | — | $25.45万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $25.46万 | 0.01% | 6,245 | -500 | -7.4% | -$2.04万 | 减仓 |
| SDCI | USCF ETF TR | $25.54万 | 0.01% | 9,375 | 9,375 | — | $25.54万 | 新建仓 |
| RACE | FERRARI N V | $25.55万 | 0.01% | 765 | 103 | 15.6% | $3.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.73万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PTL | NORTHERN LTS FD TR IV | $25.73万 | 0.01% | 1,027 | 149 | 17.0% | $3.73万 | 加仓 |
| — | PACER FDS TR | $25.76万 | 0.01% | 4,765 | -205 | -4.1% | -$1.11万 | 减仓 |
| FISV | FISERV INC | $25.79万 | 0.01% | 4,621 | 310 | 7.2% | $1.73万 | 加仓 |
| TEX | TEREX CORP NEW | $25.79万 | 0.01% | 4,363 | 4,363 | — | $25.79万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $25.87万 | 0.01% | 5,189 | -4,014 | -43.6% | -$20.01万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $25.93万 | 0.01% | 3,364 | -1,023 | -23.3% | -$7.89万 | 减仓 |
| HAL | HALLIBURTON CO | $25.97万 | 0.01% | 6,661 | 6,661 | — | $25.97万 | 新建仓 |
| ASST | STRIVE INC | $26.00万 | 0.01% | 25,951 | 25,951 | — | $26.00万 | 新建仓 |
| PFFD | GLOBAL X FDS | $26.08万 | 0.01% | 14,175 | -826 | -5.5% | -$1.52万 | 减仓 |
| SDOG | ALPS ETF TR | $26.11万 | 0.01% | 4,015 | 4,015 | — | $26.11万 | 新建仓 |
| IWN | ISHARES TR | $26.12万 | 0.01% | 1,378 | 65 | 5.0% | $1.23万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $26.44万 | 0.01% | 1,353 | 1,353 | — | $26.44万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $26.45万 | 0.01% | 9,975 | -6,995 | -41.2% | -$18.55万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.46万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $26.51万 | 0.01% | 3,585 | 3,585 | — | $26.51万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $26.54万 | 0.01% | 2,424 | 2,424 | — | $26.54万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $26.57万 | 0.01% | 82,500 | 82,500 | — | $26.57万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $26.57万 | 0.01% | 4,241 | -12,823 | -75.1% | -$80.32万 | 减仓 |
| CTAS | CINTAS CORP | $26.64万 | 0.01% | 1,575 | 1,575 | — | $26.64万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.68万 | 0.01% | 7,970 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $26.69万 | 0.01% | 14,064 | -4,067 | -22.4% | -$7.72万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.86万 | 0.01% | 8,676 | -273 | -3.1% | -$8,452 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $27.00万 | 0.01% | 48,212 | -4,938 | -9.3% | -$2.77万 | 减仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $27.15万 | 0.01% | 22,642 | 2,560 | 12.7% | $3.07万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $27.17万 | 0.01% | 10,309 | -3,000 | -22.5% | -$7.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.21万 | 0.01% | 7,300 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $27.21万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $27.22万 | 0.01% | 14,956 | 14,956 | — | $27.22万 | 新建仓 |
| GAP | GAP INC | $27.27万 | 0.01% | 11,269 | 85 | 0.8% | $2,057 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.31万 | 0.01% | 9,504 | -750 | -7.3% | -$2.16万 | 减仓 |
| ZTS | ZOETIS INC | $27.54万 | 0.01% | 2,330 | 322 | 16.0% | $3.81万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $27.58万 | 0.01% | 2,528 | 392 | 18.4% | $4.28万 | 加仓 |
| DON | WISDOMTREE TR | $27.65万 | 0.01% | 5,262 | 125 | 2.4% | $6,567 | 加仓 |
| EOG | EOG RES INC | $27.69万 | 0.01% | 1,916 | -375 | -16.4% | -$5.42万 | 重新持有 |
| SLVM | SYLVAMO CORP | $27.73万 | 0.01% | 6,564 | 1,052 | 19.1% | $4.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $27.74万 | 0.01% | 6,022 | 894 | 17.4% | $4.12万 | 加仓 |
| TTE | TOTALENERGIES SE | $27.79万 | 0.01% | 3,003 | -177 | -5.6% | -$1.64万 | 减仓 |
| CG | CARLYLE GROUP INC | $27.82万 | 0.01% | 5,750 | -1,800 | -23.8% | -$8.71万 | 减仓 |
| DXCM | DEXCOM INC | $27.94万 | 0.01% | 4,449 | -790 | -15.1% | -$4.96万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $27.96万 | 0.01% | 1,074 | 94 | 9.6% | $2.45万 | 加仓 |
| TOST | TOAST INC | $28.07万 | 0.01% | 10,590 | -657 | -5.8% | -$1.74万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $28.07万 | 0.01% | 739 | -158 | -17.6% | -$6.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.14万 | 0.01% | 10,323 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $28.14万 | 0.01% | 8,754 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $28.18万 | 0.01% | 18,849 | -707 | -3.6% | -$1.06万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $28.20万 | 0.01% | 3,309 | 204 | 6.6% | $1.74万 | 加仓 |
| UPST | UPSTART HLDGS INC | $28.24万 | 0.01% | 11,009 | -80 | -0.7% | -$2,052 | 减仓 |
| COHR | COHERENT CORP | $28.28万 | 0.01% | 1,187 | 1,187 | — | $28.28万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $28.28万 | 0.01% | 2,157 | 62 | 3.0% | $8,130 | 加仓 |
| ARKQ | ARK ETF TR | $28.40万 | 0.01% | 2,525 | -25 | -1.0% | -$2,812 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.45万 | 0.01% | 15,195 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $28.63万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $28.67万 | 0.01% | 7,085 | 7,085 | — | $28.67万 | 新建仓 |
| — | CALAMOS ETF TR | $28.73万 | 0.01% | 12,052 | 12,052 | — | $28.73万 | 新建仓 |
| PSMD | PACER FDS TR | $28.76万 | 0.01% | 9,020 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $28.79万 | 0.01% | 11,852 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $28.88万 | 0.01% | 8,546 | -300 | -3.4% | -$1.01万 | 减仓 |
| DHI | D R HORTON INC | $28.93万 | 0.01% | 2,108 | 669 | 46.5% | $9.18万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $29.00万 | 0.01% | 4,812 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $29.02万 | 0.01% | 8,247 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $29.05万 | 0.01% | 1,612 | -130 | -7.5% | -$2.34万 | 减仓 |
| JOBY | JOBY AVIATION INC | $29.22万 | 0.01% | 35,380 | 68 | 0.2% | $562 | 加仓 |
| HL | HECLA MINING COMPANY | $29.28万 | 0.01% | 15,715 | -5,793 | -26.9% | -$10.79万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $29.38万 | 0.01% | 1,757 | 93 | 5.6% | $1.56万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $29.38万 | 0.01% | 24,124 | 2,212 | 10.1% | $2.69万 | 加仓 |
| SUB | ISHARES TR | $29.45万 | 0.01% | 2,765 | -200 | -6.7% | -$2.13万 | 减仓 |
| CTVA | CORTEVA INC | $29.47万 | 0.01% | 3,520 | 20 | 0.6% | $1,674 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.47万 | 0.01% | 621 | 621 | — | $29.47万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.53万 | 0.01% | 10,531 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $29.55万 | 0.01% | 5,956 | 252 | 4.4% | $1.25万 | 加仓 |
| MYRG | MYR GROUP INC | $29.64万 | 0.01% | 1,050 | -1,505 | -58.9% | -$42.49万 | 减仓 |
| — | PROSHARES TR | $29.67万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $29.68万 | 0.01% | 21,141 | -4,028 | -16.0% | -$5.66万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $29.75万 | 0.01% | 15,109 | -531 | -3.4% | -$1.05万 | 减仓 |
| — | UBS AG | $29.85万 | 0.01% | 1,798 | 1,798 | — | $29.85万 | 新建仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $29.85万 | 0.01% | 2,297 | -91 | -3.8% | -$1.18万 | 减仓 |
| D | DOMINION ENERGY INC | $29.90万 | 0.01% | 4,836 | -180 | -3.6% | -$1.11万 | 减仓 |
| SLQD | ISHARES TR | $29.95万 | 0.01% | 5,931 | 330 | 5.9% | $1.67万 | 加仓 |
| DX | DYNEX CAP INC | $30.00万 | 0.01% | 23,507 | 1,774 | 8.2% | $2.26万 | 加仓 |