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 |
|---|---|---|---|---|---|---|---|---|
| CHI | CALAMOS CONV OPPORTUNITIES & | $46.54万 | 0.01% | 43,333 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $46.72万 | 0.01% | 41,420 | -121,566 | -74.6% | -$137.13万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $46.79万 | 0.01% | 3,759 | 497 | 15.2% | $6.19万 | 加仓 |
| — | ETF SER SOLUTIONS | $47.04万 | 0.01% | 18,667 | 18,667 | — | $47.04万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.01% | 3,396 | -141 | -4.0% | -$1.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.08万 | 0.01% | 17,600 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $47.09万 | 0.01% | 4,879 | 48 | 1.0% | $4,633 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $47.13万 | 0.01% | 4,824 | -87 | -1.8% | -$8,500 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $47.23万 | 0.01% | 5,835 | 5,835 | — | $47.23万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $47.28万 | 0.01% | 21,138 | 2,609 | 14.1% | $5.84万 | 加仓 |
| ACM | AECOM | $47.29万 | 0.01% | 5,575 | 5,575 | — | $47.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.30万 | 0.01% | 23,023 | -583 | -2.5% | -$1.20万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $47.41万 | 0.01% | 13,723 | 13,723 | — | $47.41万 | 新建仓 |
| KLAC | KLA CORP | $47.71万 | 0.01% | 324 | -583 | -64.3% | -$85.84万 | 减仓 |
| RAAX | VANECK ETF TRUST | $47.74万 | 0.01% | 11,726 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.83万 | 0.01% | 6,368 | 1,448 | 29.4% | $10.87万 | 加仓 |
| YUM | YUM BRANDS INC | $47.99万 | 0.01% | 3,087 | 38 | 1.2% | $5,908 | 加仓 |
| — | NORTHERN LTS FD TR II | $48.21万 | 0.01% | 18,654 | -3,058 | -14.1% | -$7.90万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $48.56万 | 0.01% | 103,761 | -26,523 | -20.4% | -$12.41万 | 减仓 |
| USIG | ISHARES TR | $48.86万 | 0.01% | 9,537 | 1,905 | 25.0% | $9.76万 | 加仓 |
| CENX | CENTURY ALUM CO | $49.01万 | 0.01% | 8,350 | 8,350 | — | $49.01万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $49.56万 | 0.01% | 3,723 | 1 | 0.0% | $133 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $49.59万 | 0.01% | 20,829 | 154 | 0.7% | $3,667 | 加仓 |
| JBL | JABIL INC | $49.70万 | 0.01% | 1,871 | -1,612 | -46.3% | -$42.82万 | 重新持有 |
| — | VIRTUS ETF TR II | $49.83万 | 0.01% | 21,609 | -227 | -1.0% | -$5,235 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $49.87万 | 0.01% | 56,161 | -13,533 | -19.4% | -$12.02万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $49.91万 | 0.01% | 72,433 | 12,475 | 20.8% | $8.60万 | 加仓 |
| XYZ | BLOCK INC | $50.17万 | 0.01% | 8,337 | -775 | -8.5% | -$4.66万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $50.20万 | 0.01% | 23,865 | 2,795 | 13.3% | $5.88万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $50.29万 | 0.01% | 23,193 | 3,043 | 15.1% | $6.60万 | 加仓 |
| CE | CELANESE CORP DEL | $50.38万 | 0.01% | 7,660 | 7,660 | — | $50.38万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $50.47万 | 0.01% | 28,148 | -611 | -2.1% | -$1.10万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $50.58万 | 0.01% | 22,650 | -1,855 | -7.6% | -$4.14万 | 减仓 |
| CLX | CLOROX CO DEL | $50.84万 | 0.01% | 4,906 | 1,164 | 31.1% | $12.06万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $51.04万 | 0.01% | 4,919 | 4,919 | — | $51.04万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $51.29万 | 0.01% | 7,987 | -372 | -4.5% | -$2.39万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $51.48万 | 0.01% | 12,839 | 2,706 | 26.7% | $10.85万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $51.49万 | 0.01% | 2,564 | -252 | -8.9% | -$5.06万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $51.69万 | 0.01% | 14,836 | 986 | 7.1% | $3.44万 | 加仓 |
| AZN | ASTRAZENECA PLC | $51.78万 | 0.01% | 2,668 | 2,668 | — | $51.78万 | 新建仓 |
| EFG | ISHARES TR | $51.88万 | 0.01% | 4,658 | 440 | 10.4% | $4.90万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $51.92万 | 0.01% | 2,034 | 168 | 9.0% | $4.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $52.12万 | 0.01% | 582 | 200 | 52.4% | $17.91万 | 加仓 |
| TEM | TEMPUS AI INC | $52.33万 | 0.01% | 11,572 | -5,010 | -30.2% | -$22.66万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $52.33万 | 0.01% | 7,352 | 943 | 14.7% | $6.71万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.33万 | 0.01% | 1,172 | 103 | 9.6% | $4.60万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $52.39万 | 0.01% | 5,690 | 1,874 | 49.1% | $17.25万 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $52.62万 | 0.01% | 36,191 | 23,291 | 180.6% | $33.87万 | 重新持有 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $52.77万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $52.80万 | 0.01% | 13,724 | -1,774 | -11.4% | -$6.82万 | 减仓 |
| — | PROSHARES TR | $53.08万 | 0.01% | 7,635 | 10 | 0.1% | $695 | 加仓 |
| PPH | VANECK ETF TRUST | $53.17万 | 0.01% | 5,118 | 84 | 1.7% | $8,727 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $53.17万 | 0.01% | 10,761 | -7,083 | -39.7% | -$35.00万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $53.27万 | 0.01% | 13,279 | 2,429 | 22.4% | $9.74万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $53.38万 | 0.01% | 12,890 | 70 | 0.5% | $2,899 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $53.41万 | 0.01% | 8,773 | 3,580 | 68.9% | $21.80万 | 重新持有 |
| COMT | ISHARES U S ETF TR | $53.93万 | 0.01% | 15,950 | 236 | 1.5% | $7,979 | 加仓 |
| FDUS | FIDUS INVT CORP | $53.93万 | 0.01% | 30,961 | 19,911 | 180.2% | $34.68万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $53.96万 | 0.01% | 11,616 | 1,785 | 18.2% | $8.29万 | 加仓 |
| MTB | M & T BK CORP | $54.04万 | 0.01% | 2,614 | 7 | 0.3% | $1,447 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $54.06万 | 0.01% | 1,797 | 1 | 0.1% | $301 | 加仓 |
| OKTA | OKTA INC | $54.29万 | 0.01% | 6,897 | 2,551 | 58.7% | $20.08万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $54.35万 | 0.01% | 11,576 | 4,748 | 69.5% | $22.29万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $54.41万 | 0.01% | 12,010 | -443 | -3.6% | -$2.01万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $54.48万 | 0.01% | 21,288 | 2,617 | 14.0% | $6.70万 | 加仓 |
| OKE | ONEOK INC NEW | $54.51万 | 0.01% | 6,030 | 268 | 4.7% | $2.42万 | 加仓 |
| IVES | WEDBUSH SER TR | $54.65万 | 0.01% | 19,263 | -621 | -3.1% | -$1.76万 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $54.68万 | 0.01% | 16,531 | -10,977 | -39.9% | -$36.31万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $54.70万 | 0.01% | 14,560 | 85 | 0.6% | $3,193 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $54.74万 | 0.01% | 2,021 | 260 | 14.8% | $7.04万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $54.79万 | 0.01% | 13,219 | 13,219 | — | $54.79万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $54.81万 | 0.01% | 19,089 | -9,597 | -33.5% | -$27.55万 | 减仓 |
| QLD | PROSHARES TR | $54.83万 | 0.01% | 8,988 | 553 | 6.6% | $3.37万 | 加仓 |
| PSMO | PACER FDS TR | $54.86万 | 0.01% | 18,180 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $54.92万 | 0.01% | 20,227 | 6,398 | 46.3% | $17.37万 | 加仓 |
| — | SILA REALTY TRUST INC | $54.92万 | 0.01% | 23,194 | 2,942 | 14.5% | $6.97万 | 加仓 |
| NVO | NOVO-NORDISK A S | $55.02万 | 0.01% | 14,971 | -5,335 | -26.3% | -$19.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.32万 | 0.01% | 14,236 | -495 | -3.4% | -$1.92万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $55.92万 | 0.01% | 20,363 | -29,795 | -59.4% | -$81.82万 | 减仓 |
| HUT | HUT 8 CORP | $56.06万 | 0.01% | 11,950 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $56.13万 | 0.01% | 6,525 | -370 | -5.4% | -$3.18万 | 减仓 |
| — | NORTHERN LTS FD TR II | $56.32万 | 0.01% | 19,050 | 595 | 3.2% | $1.76万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $56.35万 | 0.01% | 12,208 | 808 | 7.1% | $3.73万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $56.54万 | 0.01% | 16,460 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $56.55万 | 0.01% | 1,735 | -48 | -2.7% | -$1.56万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $56.60万 | 0.01% | 15,161 | -71 | -0.5% | -$2,651 | 减仓 |
| JNK | SPDR SERIES TRUST | $56.61万 | 0.01% | 5,914 | -367 | -5.8% | -$3.51万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $56.73万 | 0.01% | 2,714 | -1,703 | -38.6% | -$35.60万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $56.94万 | 0.01% | 34,055 | 120 | 0.4% | $2,006 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $57.06万 | 0.01% | 12,304 | -30 | -0.2% | -$1,391 | 减仓 |
| — | BITWISE FUNDS TRUST | $57.13万 | 0.01% | 55,629 | 8,252 | 17.4% | $8.47万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $57.29万 | 0.01% | 24,722 | -3,448 | -12.2% | -$7.99万 | 减仓 |
| FAST | FASTENAL CO | $57.33万 | 0.01% | 12,356 | -21 | -0.2% | -$974 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $57.52万 | 0.01% | 23,757 | -15,339 | -39.2% | -$37.14万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $57.59万 | 0.01% | 5,089 | 348 | 7.3% | $3.94万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $57.73万 | 0.01% | 6,252 | -46 | -0.7% | -$4,248 | 减仓 |
| — | PACER FDS TR | $57.78万 | 0.01% | 15,724 | 533 | 3.5% | $1.96万 | 加仓 |
| INTU | INTUIT | $57.90万 | 0.01% | 1,339 | -17 | -1.3% | -$7,351 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $58.05万 | 0.01% | 14,217 | -4,536 | -24.2% | -$18.52万 | 减仓 |
| VOX | VANGUARD WORLD FD | $58.12万 | 0.01% | 3,232 | -1,057 | -24.6% | -$19.01万 | 减仓 |