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 |
|---|---|---|---|---|---|---|---|---|
| FWRD | FORWARD AIR CORP | $58.54万 | 0.01% | 35,035 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $58.70万 | 0.01% | 4,648 | -780 | -14.4% | -$9.85万 | 减仓 |
| IXUS | ISHARES TR | $58.72万 | 0.01% | 6,777 | 190 | 2.9% | $1.65万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $58.82万 | 0.01% | 11,653 | 4,018 | 52.6% | $20.28万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $58.88万 | 0.01% | 41,234 | -658 | -1.6% | -$9,396 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $58.95万 | 0.01% | 8,255 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $58.97万 | 0.01% | 1,246 | 6 | 0.5% | $2,839 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $59.05万 | 0.01% | 8,392 | 10 | 0.1% | $704 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $59.07万 | 0.01% | 46,841 | 992 | 2.2% | $1.25万 | 加仓 |
| TLN | TALEN ENERGY CORP | $59.47万 | 0.01% | 1,863 | -690 | -27.0% | -$22.03万 | 减仓 |
| CME | CME GROUP INC | $59.57万 | 0.01% | 2,017 | 293 | 17.0% | $8.65万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $59.64万 | 0.01% | 7,845 | 305 | 4.0% | $2.32万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $59.67万 | 0.01% | 13,857 | -240 | -1.7% | -$1.03万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $59.67万 | 0.01% | 13,618 | 411 | 3.1% | $1.80万 | 加仓 |
| DES | WISDOMTREE TR | $59.71万 | 0.01% | 16,613 | -271 | -1.6% | -$9,740 | 减仓 |
| FUTU | FUTU HLDGS LTD | $59.91万 | 0.01% | 4,381 | 985 | 29.0% | $13.47万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $59.95万 | 0.01% | 12,715 | 687 | 5.7% | $3.24万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $60.07万 | 0.01% | 13,197 | -562 | -4.1% | -$2.56万 | 减仓 |
| IFRA | ISHARES TR | $60.09万 | 0.01% | 10,505 | -15,251 | -59.2% | -$87.24万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $60.18万 | 0.01% | 7,443 | 385 | 5.5% | $3.11万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $60.32万 | 0.01% | 20,236 | 20,236 | — | $60.32万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $60.41万 | 0.01% | 4,027 | -411 | -9.3% | -$6.17万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $60.52万 | 0.01% | 24,925 | 1,464 | 6.2% | $3.55万 | 加仓 |
| MDB | MONGODB INC | $60.58万 | 0.01% | 2,475 | -626 | -20.2% | -$15.32万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $60.58万 | 0.01% | 21,753 | 614 | 2.9% | $1.71万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $60.65万 | 0.01% | 80,653 | -13,655 | -14.5% | -$10.27万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $60.77万 | 0.01% | 19,951 | -300 | -1.5% | -$9,138 | 减仓 |
| KGC | KINROSS GOLD CORP | $60.84万 | 0.01% | 19,934 | 3,004 | 17.7% | $9.17万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $60.85万 | 0.01% | 5,274 | -1,404 | -21.0% | -$16.20万 | 减仓 |
| MPC | MARATHON PETE CORP | $61.00万 | 0.01% | 2,498 | 526 | 26.7% | $12.84万 | 加仓 |
| — | ETFIS SER TR I | $61.03万 | 0.01% | 7,348 | 185 | 2.6% | $1.54万 | 加仓 |
| EAT | BRINKER INTL INC | $61.08万 | 0.01% | 4,278 | -36 | -0.8% | -$5,140 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $61.11万 | 0.01% | 12,763 | 7,402 | 138.1% | $35.44万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $61.16万 | 0.01% | 13,537 | 9,038 | 200.9% | $40.83万 | 加仓 |
| LEN | LENNAR CORP | $61.23万 | 0.01% | 7,051 | 1,158 | 19.7% | $10.06万 | 加仓 |
| IEO | ISHARES TR | $61.24万 | 0.01% | 4,903 | -446 | -8.3% | -$5.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.24万 | 0.01% | 23,900 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $61.29万 | 0.01% | 7,252 | -1,286 | -15.1% | -$10.87万 | 减仓 |
| AA | ALCOA CORP | $61.59万 | 0.01% | 9,285 | 9,285 | — | $61.59万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $61.71万 | 0.01% | 10,706 | 470 | 4.6% | $2.71万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $61.87万 | 0.01% | 18,479 | 188 | 1.0% | $6,294 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $62.11万 | 0.01% | 7,850 | -838 | -9.6% | -$6.63万 | 减仓 |
| TDV | PROSHARES TR | $62.29万 | 0.01% | 7,354 | -335 | -4.4% | -$2.84万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $62.41万 | 0.01% | 2,339 | 3 | 0.1% | $800 | 加仓 |
| ECL | ECOLAB INC | $62.49万 | 0.01% | 2,349 | 74 | 3.3% | $1.97万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $63.08万 | 0.01% | 17,831 | 0 | 0.0% | — | 不变 |
| ALLW | SSGA ACTIVE TR | $63.37万 | 0.01% | 21,966 | 21,966 | — | $63.37万 | 新建仓 |
| SYY | SYSCO CORP | $63.55万 | 0.01% | 8,910 | -77 | -0.9% | -$5,492 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $63.67万 | 0.01% | 6,426 | -1,846 | -22.3% | -$18.29万 | 减仓 |
| EMN | EASTMAN CHEM CO | $63.71万 | 0.01% | 8,348 | 3,638 | 77.2% | $27.77万 | 加仓 |
| CMF | ISHARES TR | $64.23万 | 0.01% | 11,297 | -6,203 | -35.4% | -$35.27万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $64.39万 | 0.01% | 1,341 | -784 | -36.9% | -$37.65万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $64.59万 | 0.01% | 21,953 | 21,953 | — | $64.59万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $64.61万 | 0.01% | 3,259 | -3,146 | -49.1% | -$62.37万 | 减仓 |
| LYFT | LYFT INC | $64.81万 | 0.01% | 48,732 | 8,292 | 20.5% | $11.03万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $65.30万 | 0.01% | 5,573 | 1,506 | 37.0% | $17.65万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $65.41万 | 0.01% | 52,750 | -2,500 | -4.5% | -$3.10万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $65.43万 | 0.01% | 12,769 | 1,689 | 15.2% | $8.65万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $65.57万 | 0.01% | 45,500 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $65.59万 | 0.01% | 1,841 | 40 | 2.2% | $1.43万 | 加仓 |
| SSRM | SSR MINING IN | $65.59万 | 0.01% | 22,327 | -937 | -4.0% | -$2.75万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $65.77万 | 0.01% | 21,852 | 21,852 | — | $65.77万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $65.79万 | 0.01% | 27,108 | 1,216 | 4.7% | $2.95万 | 加仓 |
| ILCG | ISHARES TR | $65.80万 | 0.01% | 6,892 | -299 | -4.2% | -$2.85万 | 减仓 |
| — | FLEXSHARES TR | $65.93万 | 0.01% | 15,815 | -339 | -2.1% | -$1.41万 | 减仓 |
| — | PACER FDS TR | $66.00万 | 0.01% | 21,674 | 5,556 | 34.5% | $16.92万 | 加仓 |
| EXC | EXELON CORP | $66.05万 | 0.01% | 13,473 | 132 | 1.0% | $6,471 | 加仓 |
| RGLD | ROYAL GOLD INC | $66.20万 | 0.01% | 2,601 | -620 | -19.2% | -$15.78万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $66.36万 | 0.01% | 16,262 | -48 | -0.3% | -$1,959 | 减仓 |
| EPR | EPR PPTYS | $66.41万 | 0.01% | 13,293 | -4,128 | -23.7% | -$20.62万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $66.53万 | 0.01% | 2,887 | 202 | 7.5% | $4.66万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $66.53万 | 0.01% | 4,188 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $66.54万 | 0.01% | 18,775 | -834 | -4.3% | -$2.96万 | 减仓 |
| SNA | SNAP ON INC | $66.66万 | 0.01% | 1,835 | -10 | -0.5% | -$3,633 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $66.80万 | 0.01% | 9,960 | -4,756 | -32.3% | -$31.90万 | 减仓 |
| IYF | ISHARES TR | $67.10万 | 0.02% | 5,702 | -986 | -14.7% | -$11.60万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $67.44万 | 0.02% | 3,574 | 3 | 0.1% | $566 | 加仓 |
| — | PROSHARES TR | $67.73万 | 0.02% | 14,513 | 571 | 4.1% | $2.66万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $67.78万 | 0.02% | 12,928 | -120 | -0.9% | -$6,292 | 减仓 |
| GRNJ | TIDAL TRUST III | $67.83万 | 0.02% | 27,121 | 27,121 | — | $67.83万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $68.01万 | 0.02% | 9,814 | -22,116 | -69.3% | -$153.26万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $68.29万 | 0.02% | 2,742 | -700 | -20.3% | -$17.43万 | 减仓 |
| ITM | VANECK ETF TRUST | $68.34万 | 0.02% | 14,719 | -597 | -3.9% | -$2.77万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $68.83万 | 0.02% | 8,542 | 1,918 | 29.0% | $15.46万 | 加仓 |
| IGM | ISHARES TR | $69.04万 | 0.02% | 5,826 | -46 | -0.8% | -$5,451 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $69.09万 | 0.02% | 5,274 | -2,930 | -35.7% | -$38.39万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $69.15万 | 0.02% | 1,323 | 305 | 30.0% | $15.94万 | 加仓 |
| BP | BP PLC | $69.23万 | 0.02% | 14,729 | 257 | 1.8% | $1.21万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $69.41万 | 0.02% | 2,151 | 2,151 | — | $69.41万 | 新建仓 |
| ICVT | ISHARES TR | $69.58万 | 0.02% | 6,836 | 4 | 0.1% | $407 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $70.07万 | 0.02% | 92,933 | -740 | -0.8% | -$5,580 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $70.19万 | 0.02% | 77,900 | 11,510 | 17.3% | $10.37万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $70.26万 | 0.02% | 13,781 | 2 | 0.0% | $102 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $70.45万 | 0.02% | 16,491 | -1,331 | -7.5% | -$5.69万 | 减仓 |
| — | PUTNAM ETF TRUST | $70.47万 | 0.02% | 25,550 | 8,581 | 50.6% | $23.67万 | 加仓 |
| NTRS | NORTHERN TR CORP | $70.52万 | 0.02% | 5,053 | 5,053 | — | $70.52万 | 新建仓 |
| TMUS | T-MOBILE US INC | $70.82万 | 0.02% | 3,372 | -33 | -1.0% | -$6,931 | 减仓 |
| USHY | ISHARES TR | $71.02万 | 0.02% | 19,278 | 4,771 | 32.9% | $17.58万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $71.16万 | 0.02% | 8,886 | -1,748 | -16.4% | -$14.00万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | -1 | -50.0% | -$71.81万 | 减仓 |