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 |
|---|---|---|---|---|---|---|---|---|
| MMS | MAXIMUS INC | $30.04万 | 0.01% | 4,686 | 4,686 | — | $30.04万 | 新建仓 |
| RY | ROYAL BK CDA | $30.09万 | 0.01% | 1,860 | 100 | 5.7% | $1.62万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.19万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $30.26万 | 0.01% | 6,387 | -250 | -3.8% | -$1.18万 | 减仓 |
| TMFC | RBB FD INC | $30.31万 | 0.01% | 4,595 | -30 | -0.6% | -$1,979 | 减仓 |
| KR | KROGER CO | $30.38万 | 0.01% | 4,198 | -3,869 | -48.0% | -$28.00万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $30.55万 | 0.01% | 1,943 | 10 | 0.5% | $1,572 | 加仓 |
| BBY | BEST BUY INC | $30.58万 | 0.01% | 4,764 | -6,499 | -57.7% | -$41.72万 | 减仓 |
| — | CION INVT CORP | $30.65万 | 0.01% | 44,807 | -181,542 | -80.2% | -$124.18万 | 减仓 |
| NLR | VANECK ETF TRUST | $30.66万 | 0.01% | 2,302 | -663 | -22.4% | -$8.83万 | 减仓 |
| DOCU | DOCUSIGN INC | $30.70万 | 0.01% | 6,475 | -301 | -4.4% | -$1.43万 | 减仓 |
| JD | JD.COM INC | $30.74万 | 0.01% | 10,397 | -800 | -7.1% | -$2.37万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $30.87万 | 0.01% | 18,595 | 791 | 4.4% | $1.31万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.93万 | 0.01% | 2,591 | -16 | -0.6% | -$1,910 | 减仓 |
| — | SPROTT FDS TR | $31.00万 | 0.01% | 5,238 | -1,349 | -20.5% | -$7.98万 | 减仓 |
| — | ISHARES TR | $31.08万 | 0.01% | 12,853 | 2,103 | 19.6% | $5.09万 | 加仓 |
| IHI | ISHARES TR | $31.13万 | 0.01% | 5,835 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $31.22万 | 0.01% | 6,996 | 50 | 0.7% | $2,231 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $31.33万 | 0.01% | 7,816 | 21 | 0.3% | $842 | 加仓 |
| RSG | REPUBLIC SVCS INC | $31.36万 | 0.01% | 1,432 | 110 | 8.3% | $2.41万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $31.38万 | 0.01% | 5,337 | 17 | 0.3% | $1,000 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $31.38万 | 0.01% | 10,464 | -272 | -2.5% | -$8,157 | 减仓 |
| — | ALPS ETF TR | $31.38万 | 0.01% | 5,996 | 110 | 1.9% | $5,757 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $31.55万 | 0.01% | 4,882 | 133 | 2.8% | $8,596 | 加仓 |
| EWJ | ISHARES INC | $31.56万 | 0.01% | 3,738 | 364 | 10.8% | $3.07万 | 加仓 |
| MSCI | MSCI INC | $31.59万 | 0.01% | 586 | 586 | — | $31.59万 | 新建仓 |
| — | SEABRIDGE GOLD INC | $31.71万 | 0.01% | 11,189 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $31.71万 | 0.01% | 642 | 1 | 0.2% | $494 | 加仓 |
| AVAV | AEROVIRONMENT INC | $31.72万 | 0.01% | 1,733 | 272 | 18.6% | $4.98万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.73万 | 0.01% | 1,839 | 405 | 28.2% | $6.99万 | 加仓 |
| EPI | WISDOMTREE TR | $31.77万 | 0.01% | 7,788 | -1,361 | -14.9% | -$5.55万 | 减仓 |
| IYY | ISHARES TR | $31.80万 | 0.01% | 2,007 | -536 | -21.1% | -$8.49万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $31.86万 | 0.01% | 3,150 | 200 | 6.8% | $2.02万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $32.09万 | 0.01% | 6,418 | 161 | 2.6% | $8,049 | 加仓 |
| PPG | PPG INDS INC | $32.14万 | 0.01% | 3,007 | 3,007 | — | $32.14万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $32.34万 | 0.01% | 24,652 | 4,899 | 24.8% | $6.43万 | 加仓 |
| — | PROSHARES TR | $32.40万 | 0.01% | 14,300 | 14,300 | — | $32.40万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $32.47万 | 0.01% | 5,746 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $32.49万 | 0.01% | 2,222 | 235 | 11.8% | $3.44万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $32.55万 | 0.01% | 28,302 | 147 | 0.5% | $1,690 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $32.57万 | 0.01% | 6,846 | -650 | -8.7% | -$3.09万 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $32.58万 | 0.01% | 11,715 | -1,790 | -13.3% | -$4.98万 | 减仓 |
| SKYW | SKYWEST INC | $32.58万 | 0.01% | 3,548 | -54 | -1.5% | -$4,959 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.59万 | 0.01% | 3,493 | 3,493 | — | $32.59万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $32.65万 | 0.01% | 6,805 | 6,805 | — | $32.65万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $32.66万 | 0.01% | 9,774 | -378 | -3.7% | -$1.26万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $32.75万 | 0.01% | 9,763 | 3,187 | 48.5% | $10.69万 | 加仓 |
| — | TIDAL TRUST II | $32.97万 | 0.01% | 25,400 | -25,014 | -49.6% | -$32.47万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $33.01万 | 0.01% | 16,220 | 16,220 | — | $33.01万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $33.37万 | 0.01% | 10,626 | -86 | -0.8% | -$2,701 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.54万 | 0.01% | 2,480 | 60 | 2.5% | $8,114 | 加仓 |
| HSY | HERSHEY CO | $33.62万 | 0.01% | 1,617 | 230 | 16.6% | $4.78万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $33.67万 | 0.01% | 14,788 | 895 | 6.4% | $2.04万 | 加仓 |
| STIP | ISHARES TR | $33.93万 | 0.01% | 3,280 | -1,272 | -27.9% | -$13.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.29万 | 0.01% | 11,790 | 1,741 | 17.3% | $5.06万 | 加仓 |
| SCZ | ISHARES TR | $34.34万 | 0.01% | 4,380 | 376 | 9.4% | $2.95万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $34.40万 | 0.01% | 9,690 | 9,690 | — | $34.40万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.45万 | 0.01% | 2,631 | -124 | -4.5% | -$1.62万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $34.50万 | 0.01% | 18,700 | 2,896 | 18.3% | $5.34万 | 加仓 |
| SHM | SPDR SERIES TRUST | $34.57万 | 0.01% | 7,227 | 443 | 6.5% | $2.12万 | 加仓 |
| SDIV | GLOBAL X FDS | $34.57万 | 0.01% | 13,685 | 794 | 6.2% | $2.01万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $34.70万 | 0.01% | 10,179 | 2,787 | 37.7% | $9.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $34.76万 | 0.01% | 817 | 78 | 10.6% | $3.32万 | 加仓 |
| XHB | SPDR SERIES TRUST | $34.90万 | 0.01% | 3,535 | -169 | -4.6% | -$1.67万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.93万 | 0.01% | 28,333 | 247 | 0.9% | $3,046 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.96万 | 0.01% | 839 | 37 | 4.6% | $1.54万 | 加仓 |
| SNPS | SYNOPSYS INC | $34.97万 | 0.01% | 882 | -1,042 | -54.2% | -$41.31万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $34.98万 | 0.01% | 12,845 | -1,610 | -11.1% | -$4.38万 | 减仓 |
| KHC | KRAFT HEINZ CO | $35.07万 | 0.01% | 15,592 | 817 | 5.5% | $1.84万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $35.15万 | 0.01% | 7,365 | -568 | -7.2% | -$2.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.23万 | 0.01% | 13,500 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $35.27万 | 0.01% | 10,067 | 962 | 10.6% | $3.37万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $35.29万 | 0.01% | 27,021 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $35.34万 | 0.01% | 14,080 | -450 | -3.1% | -$1.13万 | 减仓 |
| — | GLADSTONE INVT CORP | $35.47万 | 0.01% | 24,978 | -11,780 | -32.0% | -$16.73万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $35.50万 | 0.01% | 3,067 | 76 | 2.5% | $8,798 | 加仓 |
| ALLY | ALLY FINL INC | $35.55万 | 0.01% | 9,061 | 9,061 | — | $35.55万 | 新建仓 |
| GSK | GSK PLC | $35.57万 | 0.01% | 6,445 | -955 | -12.9% | -$5.27万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $35.65万 | 0.01% | 8,955 | 226 | 2.6% | $8,998 | 加仓 |
| CGNX | COGNEX CORP | $35.70万 | 0.01% | 7,287 | 7,287 | — | $35.70万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $35.79万 | 0.01% | 207 | 14 | 7.3% | $2.42万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.81万 | 0.01% | 8,336 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $35.89万 | 0.01% | 1,318 | 44 | 3.5% | $1.20万 | 加仓 |
| SRVR | PACER FDS TR | $36.07万 | 0.01% | 11,553 | 70 | 0.6% | $2,185 | 加仓 |
| — | PACER FDS TR | $36.20万 | 0.01% | 8,250 | -67 | -0.8% | -$2,940 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $36.30万 | 0.01% | 12,487 | 4,624 | 58.8% | $13.44万 | 加仓 |
| MTZ | MASTEC INC | $36.32万 | 0.01% | 1,129 | 40 | 3.7% | $1.29万 | 加仓 |
| — | PROSHARES TR | $36.34万 | 0.01% | 15,000 | 15,000 | — | $36.34万 | 新建仓 |
| RMD | RESMED INC | $36.39万 | 0.01% | 1,621 | 3 | 0.2% | $673 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.42万 | 0.01% | 5,120 | 504 | 10.9% | $3.58万 | 加仓 |
| STXF | EA SERIES TRUST | $36.48万 | 0.01% | 8,693 | 282 | 3.4% | $1.18万 | 加仓 |
| PCB | PCB BANCORP | $36.49万 | 0.01% | 16,225 | 16,225 | — | $36.49万 | 新建仓 |
| XRT | SPDR SERIES TRUST | $36.53万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| DAPP | VANECK ETF TRUST | $36.54万 | 0.01% | 24,494 | 226 | 0.9% | $3,372 | 加仓 |
| SLB | SLB LIMITED | $37.04万 | 0.01% | 7,207 | 482 | 7.2% | $2.48万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.12万 | 0.01% | 2,360 | 344 | 17.1% | $5.41万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.51万 | 0.01% | 6,355 | 401 | 6.7% | $2.37万 | 重新持有 |
| FLDR | FIDELITY MERRIMACK STR TR | $37.54万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $37.66万 | 0.01% | 3,055 | -102 | -3.2% | -$1.26万 | 减仓 |
| IBTG | ISHARES TR | $37.73万 | 0.01% | 16,466 | -47 | -0.3% | -$1,077 | 减仓 |