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 |
|---|---|---|---|---|---|---|---|---|
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $71.84万 | 0.02% | 23,771 | 3,127 | 15.1% | $9.45万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71.85万 | 0.02% | 3,070 | -142 | -4.4% | -$3.32万 | 减仓 |
| IJJ | ISHARES TR | $71.93万 | 0.02% | 5,428 | 231 | 4.4% | $3.06万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $71.96万 | 0.02% | 36,998 | 36,998 | — | $71.96万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $72.06万 | 0.02% | 48,395 | -14,175 | -22.7% | -$21.11万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $72.08万 | 0.02% | 13,405 | 4,490 | 50.4% | $24.14万 | 加仓 |
| IAT | ISHARES TR | $72.74万 | 0.02% | 13,510 | -1,460 | -9.8% | -$7.86万 | 减仓 |
| ADSK | AUTODESK INC | $72.98万 | 0.02% | 3,048 | -483 | -13.7% | -$11.56万 | 减仓 |
| HYG | ISHARES TR | $73.12万 | 0.02% | 9,190 | -1,528 | -14.3% | -$12.16万 | 减仓 |
| MCK | MCKESSON CORP | $73.12万 | 0.02% | 845 | -242 | -22.3% | -$20.94万 | 减仓 |
| TGT | TARGET CORP | $73.29万 | 0.02% | 6,047 | -184 | -3.0% | -$2.23万 | 减仓 |
| HDV | ISHARES TR | $73.48万 | 0.02% | 5,414 | 1,212 | 28.8% | $16.45万 | 加仓 |
| BE | BLOOM ENERGY CORP | $73.53万 | 0.02% | 5,427 | 737 | 15.7% | $9.99万 | 加仓 |
| REMX | VANECK ETF TRUST | $73.89万 | 0.02% | 8,397 | -335 | -3.8% | -$2.95万 | 重新持有 |
| AOR | ISHARES TR | $74.04万 | 0.02% | 11,506 | 1,575 | 15.9% | $10.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $74.18万 | 0.02% | 11,878 | 1,512 | 14.6% | $9.44万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $74.28万 | 0.02% | 3,217 | 1,482 | 85.4% | $34.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $74.44万 | 0.02% | 25,233 | -7,011 | -21.7% | -$20.68万 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $74.60万 | 0.02% | 18,159 | 1,059 | 6.2% | $4.35万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $74.74万 | 0.02% | 7,953 | 247 | 3.2% | $2.32万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $74.77万 | 0.02% | 2,286 | 82 | 3.7% | $2.68万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $74.93万 | 0.02% | 79,289 | 7,009 | 9.7% | $6.62万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $75.00万 | 0.02% | 18,843 | -1,000 | -5.0% | -$3.98万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $75.08万 | 0.02% | 9,319 | -1,904 | -17.0% | -$15.34万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $75.24万 | 0.02% | 22,373 | 1,608 | 7.7% | $5.41万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $75.26万 | 0.02% | 92,123 | -4,010 | -4.2% | -$3.28万 | 减仓 |
| COPX | GLOBAL X FDS | $75.57万 | 0.02% | 9,897 | -1,063 | -9.7% | -$8.12万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $75.66万 | 0.02% | 16,512 | -16,240 | -49.6% | -$74.41万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $75.66万 | 0.02% | 15,166 | 3,214 | 26.9% | $16.03万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $75.75万 | 0.02% | 38,334 | 26,936 | 236.3% | $53.23万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.79万 | 0.02% | 5,782 | 1,327 | 29.8% | $17.39万 | 加仓 |
| DAL | DELTA AIR LINES INC | $75.93万 | 0.02% | 11,421 | 773 | 7.3% | $5.14万 | 加仓 |
| HYS | PIMCO ETF TR | $76.23万 | 0.02% | 8,173 | 343 | 4.4% | $3.20万 | 加仓 |
| USB | US BANCORP | $76.33万 | 0.02% | 14,676 | -6,222 | -29.8% | -$32.36万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $76.36万 | 0.02% | 6,361 | -4,339 | -40.6% | -$52.09万 | 减仓 |
| NVS | NOVARTIS AG | $76.75万 | 0.02% | 5,025 | 1,163 | 30.1% | $17.76万 | 加仓 |
| ALB | ALBEMARLE CORP | $76.92万 | 0.02% | 4,285 | -6,051 | -58.5% | -$108.62万 | 减仓 |
| SMB | VANECK ETF TRUST | $76.95万 | 0.02% | 44,477 | -78 | -0.2% | -$1,349 | 减仓 |
| AFL | AFLAC INC | $77.05万 | 0.02% | 7,023 | 475 | 7.3% | $5.21万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $77.13万 | 0.02% | 6,316 | -6,605 | -51.1% | -$80.66万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $77.46万 | 0.02% | 8,190 | -117 | -1.4% | -$1.11万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $77.78万 | 0.02% | 14,687 | -1,812 | -11.0% | -$9.60万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $77.93万 | 0.02% | 21,171 | 5,145 | 32.1% | $18.94万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $78.86万 | 0.02% | 27,517 | -3,395 | -11.0% | -$9.73万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $78.99万 | 0.02% | 39,652 | -12,323 | -23.7% | -$24.55万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $79.00万 | 0.02% | 4,971 | -419 | -7.8% | -$6.66万 | 减仓 |
| DHR | DANAHER CORP DEL | $79.15万 | 0.02% | 4,175 | -3,469 | -45.4% | -$65.77万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.30万 | 0.02% | 10,003 | 726 | 7.8% | $5.76万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $79.48万 | 0.02% | 7,959 | 4,506 | 130.5% | $45.00万 | 加仓 |
| EFAV | ISHARES TR | $79.78万 | 0.02% | 8,731 | 4,120 | 89.4% | $37.64万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $80.02万 | 0.02% | 19,585 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $80.27万 | 0.02% | 17,526 | -910 | -4.9% | -$4.17万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $80.32万 | 0.02% | 1,656 | -1,269 | -43.4% | -$61.55万 | 减仓 |
| GMED | GLOBUS MED INC | $80.65万 | 0.02% | 9,360 | 750 | 8.7% | $6.46万 | 加仓 |
| MGC | VANGUARD WORLD FD | $80.67万 | 0.02% | 3,413 | -463 | -11.9% | -$10.94万 | 减仓 |
| IDEV | ISHARES TR | $80.95万 | 0.02% | 9,686 | 4,534 | 88.0% | $37.89万 | 加仓 |
| OKLO | OKLO INC | $80.98万 | 0.02% | 16,331 | -5,797 | -26.2% | -$28.75万 | 减仓 |
| — | NEOS ETF TRUST | $81.10万 | 0.02% | 18,370 | 18,370 | — | $81.10万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $81.29万 | 0.02% | 13,902 | -1,960 | -12.4% | -$11.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.34万 | 0.02% | 31,850 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $81.37万 | 0.02% | 6,788 | -1,620 | -19.3% | -$19.42万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $82.20万 | 0.02% | 19,313 | 19,313 | — | $82.20万 | 新建仓 |
| XYLD | GLOBAL X FDS | $82.50万 | 0.02% | 21,084 | -5,522 | -20.8% | -$21.61万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $82.70万 | 0.02% | 48,449 | -1,119 | -2.3% | -$1.91万 | 减仓 |
| SBR | SABINE RTY TR | $82.90万 | 0.02% | 11,004 | 1,007 | 10.1% | $7.59万 | 加仓 |
| QLC | FLEXSHARES TR | $82.92万 | 0.02% | 10,609 | 10,609 | — | $82.92万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $83.44万 | 0.02% | 12,070 | 12,070 | — | $83.44万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $83.69万 | 0.02% | 11,131 | 123 | 1.1% | $9,248 | 加仓 |
| — | PACER FDS TR | $83.99万 | 0.02% | 30,842 | 30,842 | — | $83.99万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $84.18万 | 0.02% | 2,933 | 282 | 10.6% | $8.09万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $84.22万 | 0.02% | 1,090 | -97 | -8.2% | -$7.49万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $84.36万 | 0.02% | 9,973 | 9,973 | — | $84.36万 | 新建仓 |
| ZECP | ZACKS TRUST | $84.45万 | 0.02% | 24,963 | 3,160 | 14.5% | $10.69万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $84.55万 | 0.02% | 43,670 | 11,221 | 34.6% | $21.72万 | 加仓 |
| ECOW | PACER FDS TR | $84.95万 | 0.02% | 31,851 | 2,319 | 7.9% | $6.18万 | 加仓 |
| ESGU | ISHARES TR | $85.46万 | 0.02% | 6,043 | 423 | 7.5% | $5.98万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $85.58万 | 0.02% | 9,267 | -1,209 | -11.5% | -$11.17万 | 减仓 |
| IUSV | ISHARES TR | $85.83万 | 0.02% | 8,394 | 411 | 5.1% | $4.20万 | 加仓 |
| — | NEOS ETF TRUST | $86.53万 | 0.02% | 26,396 | 21,396 | 427.9% | $70.14万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $86.62万 | 0.02% | 3,148 | -174 | -5.2% | -$4.79万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $86.63万 | 0.02% | 42,418 | 516 | 1.2% | $1.05万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $86.75万 | 0.02% | 65,235 | 2,073 | 3.3% | $2.76万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $87.04万 | 0.02% | 5,647 | -608 | -9.7% | -$9.37万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $87.67万 | 0.02% | 4,302 | 827 | 23.8% | $16.85万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $88.01万 | 0.02% | 80,891 | -3,382 | -4.0% | -$3.68万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $88.45万 | 0.02% | 47,000 | -900 | -1.9% | -$1.69万 | 减仓 |
| REAL | THE REALREAL INC | $88.53万 | 0.02% | 97,500 | -44,237 | -31.2% | -$40.17万 | 减仓 |
| PWR | QUANTA SVCS INC | $89.27万 | 0.02% | 1,626 | 470 | 40.7% | $25.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $89.31万 | 0.02% | 34,751 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $89.76万 | 0.02% | 31,571 | -7,561 | -19.3% | -$21.50万 | 减仓 |
| COKE | COCA COLA CONS INC | $89.98万 | 0.02% | 4,693 | -22 | -0.5% | -$4,218 | 减仓 |
| KKR | KKR & CO INC | $90.03万 | 0.02% | 9,732 | 3,212 | 49.3% | $29.71万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $90.53万 | 0.02% | 35,102 | -240 | -0.7% | -$6,190 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $90.55万 | 0.02% | 27,004 | 315 | 1.2% | $1.06万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $90.57万 | 0.02% | 23,337 | 2,958 | 14.5% | $11.48万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $90.69万 | 0.02% | 12,467 | 12,467 | — | $90.69万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $90.95万 | 0.02% | 9,080 | -121 | -1.3% | -$1.21万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $91.07万 | 0.02% | 26,844 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $91.70万 | 0.02% | 12,970 | 300 | 2.4% | $2.12万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $91.72万 | 0.02% | 23,232 | -20,994 | -47.5% | -$82.88万 | 减仓 |