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 |
|---|---|---|---|---|---|---|---|---|
| FEM | FIRST TR EXCH TRD ALPHDX FD | $37.84万 | 0.01% | 12,632 | -1,580 | -11.1% | -$4.73万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $38.16万 | 0.01% | 8,681 | 2,202 | 34.0% | $9.68万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $38.30万 | 0.01% | 11,337 | -120 | -1.0% | -$4,054 | 减仓 |
| — | PACER FDS TR | $38.31万 | 0.01% | 8,152 | 2,078 | 34.2% | $9.76万 | 加仓 |
| — | PUTNAM ETF TRUST | $38.49万 | 0.01% | 52,867 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $38.55万 | 0.01% | 2,759 | -127 | -4.4% | -$1.77万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $38.59万 | 0.01% | 4,160 | 4,160 | — | $38.59万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $38.59万 | 0.01% | 34,367 | 173 | 0.5% | $1,943 | 加仓 |
| DDOG | DATADOG INC | $38.60万 | 0.01% | 3,270 | 255 | 8.5% | $3.01万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $38.68万 | 0.01% | 4,082 | 201 | 5.2% | $1.90万 | 加仓 |
| IJT | ISHARES TR | $38.73万 | 0.01% | 2,676 | 200 | 8.1% | $2.89万 | 加仓 |
| — | ARCOSA INC | $38.88万 | 0.01% | 3,663 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.93万 | 0.01% | 2,671 | 103 | 4.0% | $1.50万 | 加仓 |
| PALC | PACER FDS TR | $39.05万 | 0.01% | 7,537 | -510 | -6.3% | -$2.64万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $39.05万 | 0.01% | 20,180 | 5,607 | 38.5% | $10.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.07万 | 0.01% | 14,500 | 1,000 | 7.4% | $2.69万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $39.09万 | 0.01% | 13,625 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $39.35万 | 0.01% | 3,153 | -956 | -23.3% | -$11.93万 | 减仓 |
| IONQ | IONQ INC | $39.39万 | 0.01% | 13,664 | -593 | -4.2% | -$1.71万 | 减仓 |
| BLSH | BULLISH | $39.41万 | 0.01% | 11,030 | 365 | 3.4% | $1.30万 | 加仓 |
| PRLB | PROTO LABS INC | $39.43万 | 0.01% | 6,915 | 6,915 | — | $39.43万 | 新建仓 |
| REGL | PROSHARES TR | $39.60万 | 0.01% | 4,582 | -511 | -10.0% | -$4.42万 | 减仓 |
| — | PROSHARES TR | $39.74万 | 0.01% | 5,413 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $39.80万 | 0.01% | 31,742 | 305 | 1.0% | $3,825 | 加仓 |
| HESM | HESS MIDSTREAM LP | $39.89万 | 0.01% | 10,261 | 4 | 0.0% | $155 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $40.25万 | 0.01% | 6,020 | 870 | 16.9% | $5.82万 | 加仓 |
| IAG | IAMGOLD CORP | $40.38万 | 0.01% | 21,458 | 21,458 | — | $40.38万 | 新建仓 |
| PTNQ | PACER FDS TR | $40.47万 | 0.01% | 5,547 | -609 | -9.9% | -$4.44万 | 减仓 |
| MET | METLIFE INC | $40.55万 | 0.01% | 5,734 | -425 | -6.9% | -$3.01万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $40.66万 | 0.01% | 5,254 | 624 | 13.5% | $4.83万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $40.66万 | 0.01% | 16,060 | 5,330 | 49.7% | $13.50万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $40.74万 | 0.01% | 18,416 | 18,416 | — | $40.74万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $40.78万 | 0.01% | 37,657 | 37,657 | — | $40.78万 | 新建仓 |
| HYD | VANECK ETF TRUST | $40.79万 | 0.01% | 8,135 | 303 | 3.9% | $1.52万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $40.97万 | 0.01% | 21,956 | 33 | 0.2% | $616 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $41.04万 | 0.01% | 19,635 | -540 | -2.7% | -$1.13万 | 减仓 |
| VLUE | ISHARES TR | $41.40万 | 0.01% | 2,912 | 314 | 12.1% | $4.46万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $41.43万 | 0.01% | 28,952 | 1,760 | 6.5% | $2.52万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $41.43万 | 0.01% | 14,650 | 14,650 | — | $41.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $41.47万 | 0.01% | 15,732 | 2,245 | 16.6% | $5.92万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.49万 | 0.01% | 9,262 | -2,335 | -20.1% | -$10.46万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $41.66万 | 0.01% | 4,040 | 271 | 7.2% | $2.79万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $41.68万 | 0.01% | 15,866 | -250 | -1.6% | -$6,568 | 减仓 |
| TWLO | TWILIO INC | $41.71万 | 0.01% | 3,315 | -891 | -21.2% | -$11.21万 | 减仓 |
| NUE | NUCOR CORP | $41.75万 | 0.01% | 2,469 | 64 | 2.7% | $1.08万 | 加仓 |
| IYZ | ISHARES TR | $41.81万 | 0.01% | 10,632 | -51,186 | -82.8% | -$201.27万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $42.07万 | 0.01% | 9,295 | 795 | 9.4% | $3.60万 | 加仓 |
| FRO | FRONTLINE PLC | $42.09万 | 0.01% | 12,073 | -822 | -6.4% | -$2.87万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $42.15万 | 0.01% | 34,980 | -150 | -0.4% | -$1,808 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $42.23万 | 0.01% | 5,635 | -1,200 | -17.6% | -$8.99万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $42.28万 | 0.01% | 5,892 | 200 | 3.5% | $1.44万 | 加仓 |
| SHYG | ISHARES TR | $42.39万 | 0.01% | 10,020 | 1,293 | 14.8% | $5.47万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $42.58万 | 0.01% | 23,910 | -286 | -1.2% | -$5,094 | 减仓 |
| PTMC | PACER FDS TR | $42.61万 | 0.01% | 11,652 | 176 | 1.5% | $6,436 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $42.74万 | 0.01% | 7,652 | 70 | 0.9% | $3,910 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $42.84万 | 0.01% | 21,827 | 33 | 0.2% | $648 | 加仓 |
| FALN | ISHARES TR | $42.93万 | 0.01% | 16,068 | 4 | 0.0% | $107 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $43.14万 | 0.01% | 39,650 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $43.17万 | 0.01% | 7,906 | -1,158 | -12.8% | -$6.32万 | 减仓 |
| GFI | GOLD FIELDS LTD | $43.31万 | 0.01% | 9,539 | -5,528 | -36.7% | -$25.10万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $43.35万 | 0.01% | 3,303 | 304 | 10.1% | $3.99万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.37万 | 0.01% | 2,134 | -94 | -4.2% | -$1.91万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $43.40万 | 0.01% | 1,537 | -96 | -5.9% | -$2.71万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $43.83万 | 0.01% | 11,101 | -829 | -6.9% | -$3.27万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $44.04万 | 0.01% | 36,159 | 13,198 | 57.5% | $16.08万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.23万 | 0.01% | 9,403 | 778 | 9.0% | $3.66万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $44.25万 | 0.01% | 51,093 | -2,556 | -4.8% | -$2.21万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $44.25万 | 0.01% | 22,658 | -376 | -1.6% | -$7,343 | 减仓 |
| IDV | ISHARES TR | $44.33万 | 0.01% | 10,417 | 10,417 | — | $44.33万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $44.45万 | 0.01% | 2,258 | 122 | 5.7% | $2.40万 | 加仓 |
| VALE | VALE S A | $44.57万 | 0.01% | 28,013 | -1,765 | -5.9% | -$2.81万 | 减仓 |
| RDDT | REDDIT INC | $44.61万 | 0.01% | 3,313 | -3,157 | -48.8% | -$42.51万 | 减仓 |
| PCAR | PACCAR INC | $44.71万 | 0.01% | 3,871 | 18 | 0.5% | $2,079 | 加仓 |
| — | NORTHERN LTS FD TR IV | $44.76万 | 0.01% | 10,091 | 620 | 6.5% | $2.75万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $44.76万 | 0.01% | 9,896 | -3,170 | -24.3% | -$14.34万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $44.76万 | 0.01% | 7,956 | 7,956 | — | $44.76万 | 新建仓 |
| — | PROSHARES TR | $44.77万 | 0.01% | 13,908 | 13,908 | — | $44.77万 | 新建仓 |
| ASHR | DBX ETF TR | $44.81万 | 0.01% | 13,729 | -35 | -0.3% | -$1,142 | 减仓 |
| MFC | MANULIFE FINL CORP | $44.84万 | 0.01% | 13,020 | 1,094 | 9.2% | $3.77万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $44.89万 | 0.01% | 21,490 | -87,958 | -80.4% | -$183.74万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $44.94万 | 0.01% | 12,208 | -72 | -0.6% | -$2,650 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $45.10万 | 0.01% | 5,315 | 2,015 | 61.1% | $17.10万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $45.31万 | 0.01% | 4,035 | 4,035 | — | $45.31万 | 新建仓 |
| WMB | WILLIAMS COS INC | $45.39万 | 0.01% | 6,236 | 392 | 6.7% | $2.85万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $45.43万 | 0.01% | 4,474 | -445 | -9.0% | -$4.52万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $45.53万 | 0.01% | 7,008 | 357 | 5.4% | $2.32万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $45.54万 | 0.01% | 29,628 | -2,677 | -8.3% | -$4.11万 | 减仓 |
| AXTI | AXT INC | $45.58万 | 0.01% | 8,000 | 8,000 | — | $45.58万 | 新建仓 |
| YYY | AMPLIFY ETF TR | $45.61万 | 0.01% | 41,350 | 1,700 | 4.3% | $1.88万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $45.64万 | 0.01% | 19,131 | 2,276 | 13.5% | $5.43万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $45.69万 | 0.01% | 11,282 | -2,200 | -16.3% | -$8.91万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $45.81万 | 0.01% | 27,900 | 1,800 | 6.9% | $2.96万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $45.98万 | 0.01% | 1,343 | 310 | 30.0% | $10.61万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $46.14万 | 0.01% | 3,302 | -107 | -3.1% | -$1.50万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $46.24万 | 0.01% | 6,558 | -930 | -12.4% | -$6.56万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.28万 | 0.01% | 5,014 | 1,416 | 39.4% | $13.07万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $46.30万 | 0.01% | 6,197 | -3,608 | -36.8% | -$26.96万 | 减仓 |
| SSUS | STRATEGY SHS | $46.32万 | 0.01% | 9,922 | -37 | -0.4% | -$1,727 | 减仓 |
| WHR | WHIRLPOOL CORP | $46.37万 | 0.01% | 8,600 | 584 | 7.3% | $3.15万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $46.44万 | 0.01% | 36,109 | 989 | 2.8% | $1.27万 | 加仓 |