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 |
|---|---|---|---|---|---|---|---|---|
| FDUS | FIDUS INVT CORP | $53.93万 | 0.01% | 30,961 | 19,911 | 180.2% | $34.68万 | 加仓 |
| COMT | ISHARES U S ETF TR | $53.93万 | 0.01% | 15,950 | 236 | 1.5% | $7,979 | 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 |
| EYLD | CAMBRIA ETF TR | $53.38万 | 0.01% | 12,890 | 70 | 0.5% | $2,899 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $53.27万 | 0.01% | 13,279 | 2,429 | 22.4% | $9.74万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $53.17万 | 0.01% | 10,761 | -7,083 | -39.7% | -$35.00万 | 减仓 |
| PPH | VANECK ETF TRUST | $53.17万 | 0.01% | 5,118 | 84 | 1.7% | $8,727 | 加仓 |
| — | PROSHARES TR | $53.08万 | 0.01% | 7,635 | 10 | 0.1% | $695 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $52.80万 | 0.01% | 13,724 | -1,774 | -11.4% | -$6.82万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $52.77万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $52.62万 | 0.01% | 36,191 | 23,291 | 180.6% | $33.87万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $52.39万 | 0.01% | 5,690 | 1,874 | 49.1% | $17.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.33万 | 0.01% | 1,172 | 103 | 9.6% | $4.60万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $52.33万 | 0.01% | 7,352 | 943 | 14.7% | $6.71万 | 加仓 |
| TEM | TEMPUS AI INC | $52.33万 | 0.01% | 11,572 | -5,010 | -30.2% | -$22.66万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $52.12万 | 0.01% | 582 | 200 | 52.4% | $17.91万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $51.92万 | 0.01% | 2,034 | 168 | 9.0% | $4.29万 | 加仓 |
| EFG | ISHARES TR | $51.88万 | 0.01% | 4,658 | 440 | 10.4% | $4.90万 | 加仓 |
| AZN | ASTRAZENECA PLC | $51.78万 | 0.01% | 2,668 | 2,668 | — | $51.78万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $51.69万 | 0.01% | 14,836 | 986 | 7.1% | $3.44万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $51.49万 | 0.01% | 2,564 | -252 | -8.9% | -$5.06万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $51.48万 | 0.01% | 12,839 | 2,706 | 26.7% | $10.85万 | 加仓 |
| RKLB | ROCKET LAB CORP | $51.29万 | 0.01% | 7,987 | -372 | -4.5% | -$2.39万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $51.04万 | 0.01% | 4,919 | 4,919 | — | $51.04万 | 新建仓 |
| CLX | CLOROX CO DEL | $50.84万 | 0.01% | 4,906 | 1,164 | 31.1% | $12.06万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $50.58万 | 0.01% | 22,650 | -1,855 | -7.6% | -$4.14万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $50.47万 | 0.01% | 28,148 | -611 | -2.1% | -$1.10万 | 减仓 |
| CE | CELANESE CORP DEL | $50.38万 | 0.01% | 7,660 | 7,660 | — | $50.38万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $50.29万 | 0.01% | 23,193 | 3,043 | 15.1% | $6.60万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $50.20万 | 0.01% | 23,865 | 2,795 | 13.3% | $5.88万 | 加仓 |
| XYZ | BLOCK INC | $50.17万 | 0.01% | 8,337 | -775 | -8.5% | -$4.66万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $49.91万 | 0.01% | 72,433 | 12,475 | 20.8% | $8.60万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $49.87万 | 0.01% | 56,161 | -13,533 | -19.4% | -$12.02万 | 减仓 |
| — | VIRTUS ETF TR II | $49.83万 | 0.01% | 21,609 | -227 | -1.0% | -$5,235 | 减仓 |
| JBL | JABIL INC | $49.70万 | 0.01% | 1,871 | -1,612 | -46.3% | -$42.82万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $49.59万 | 0.01% | 20,829 | 154 | 0.7% | $3,667 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $49.56万 | 0.01% | 3,723 | 1 | 0.0% | $133 | 加仓 |
| CENX | CENTURY ALUM CO | $49.01万 | 0.01% | 8,350 | 8,350 | — | $49.01万 | 新建仓 |
| USIG | ISHARES TR | $48.86万 | 0.01% | 9,537 | 1,905 | 25.0% | $9.76万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $48.56万 | 0.01% | 103,761 | -26,523 | -20.4% | -$12.41万 | 减仓 |
| — | NORTHERN LTS FD TR II | $48.21万 | 0.01% | 18,654 | -3,058 | -14.1% | -$7.90万 | 减仓 |
| YUM | YUM BRANDS INC | $47.99万 | 0.01% | 3,087 | 38 | 1.2% | $5,908 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.83万 | 0.01% | 6,368 | 1,448 | 29.4% | $10.87万 | 加仓 |
| RAAX | VANECK ETF TRUST | $47.74万 | 0.01% | 11,726 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $47.71万 | 0.01% | 324 | -583 | -64.3% | -$85.84万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $47.41万 | 0.01% | 13,723 | 13,723 | — | $47.41万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.30万 | 0.01% | 23,023 | -583 | -2.5% | -$1.20万 | 减仓 |
| ACM | AECOM | $47.29万 | 0.01% | 5,575 | 5,575 | — | $47.29万 | 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 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $47.23万 | 0.01% | 5,835 | 5,835 | — | $47.23万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $47.13万 | 0.01% | 4,824 | -87 | -1.8% | -$8,500 | 减仓 |
| SO | SOUTHERN CO | $47.09万 | 0.01% | 4,879 | 48 | 1.0% | $4,633 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.08万 | 0.01% | 17,600 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.01% | 3,396 | -141 | -4.0% | -$1.95万 | 减仓 |
| — | ETF SER SOLUTIONS | $47.04万 | 0.01% | 18,667 | 18,667 | — | $47.04万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $46.79万 | 0.01% | 3,759 | 497 | 15.2% | $6.19万 | 加仓 |
| SAN | BANCO SANTANDER SA | $46.72万 | 0.01% | 41,420 | -121,566 | -74.6% | -$137.13万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $46.54万 | 0.01% | 43,333 | 0 | 0.0% | — | 不变 |
| RA | BROOKFIELD REAL ASSETS INCOM | $46.44万 | 0.01% | 36,109 | 989 | 2.8% | $1.27万 | 加仓 |
| WHR | WHIRLPOOL CORP | $46.37万 | 0.01% | 8,600 | 584 | 7.3% | $3.15万 | 加仓 |
| SSUS | STRATEGY SHS | $46.32万 | 0.01% | 9,922 | -37 | -0.4% | -$1,727 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $46.30万 | 0.01% | 6,197 | -3,608 | -36.8% | -$26.96万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.28万 | 0.01% | 5,014 | 1,416 | 39.4% | $13.07万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $46.24万 | 0.01% | 6,558 | -930 | -12.4% | -$6.56万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $46.14万 | 0.01% | 3,302 | -107 | -3.1% | -$1.50万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $45.98万 | 0.01% | 1,343 | 310 | 30.0% | $10.61万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $45.81万 | 0.01% | 27,900 | 1,800 | 6.9% | $2.96万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $45.69万 | 0.01% | 11,282 | -2,200 | -16.3% | -$8.91万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $45.64万 | 0.01% | 19,131 | 2,276 | 13.5% | $5.43万 | 加仓 |
| YYY | AMPLIFY ETF TR | $45.61万 | 0.01% | 41,350 | 1,700 | 4.3% | $1.88万 | 加仓 |
| AXTI | AXT INC | $45.58万 | 0.01% | 8,000 | 8,000 | — | $45.58万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $45.54万 | 0.01% | 29,628 | -2,677 | -8.3% | -$4.11万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $45.53万 | 0.01% | 7,008 | 357 | 5.4% | $2.32万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $45.43万 | 0.01% | 4,474 | -445 | -9.0% | -$4.52万 | 减仓 |
| WMB | WILLIAMS COS INC | $45.39万 | 0.01% | 6,236 | 392 | 6.7% | $2.85万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $45.31万 | 0.01% | 4,035 | 4,035 | — | $45.31万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $45.10万 | 0.01% | 5,315 | 2,015 | 61.1% | $17.10万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $44.94万 | 0.01% | 12,208 | -72 | -0.6% | -$2,650 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $44.89万 | 0.01% | 21,490 | -87,958 | -80.4% | -$183.74万 | 减仓 |
| MFC | MANULIFE FINL CORP | $44.84万 | 0.01% | 13,020 | 1,094 | 9.2% | $3.77万 | 加仓 |
| ASHR | DBX ETF TR | $44.81万 | 0.01% | 13,729 | -35 | -0.3% | -$1,142 | 减仓 |
| — | PROSHARES TR | $44.77万 | 0.01% | 13,908 | 13,908 | — | $44.77万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $44.76万 | 0.01% | 7,956 | 7,956 | — | $44.76万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $44.76万 | 0.01% | 9,896 | -3,170 | -24.3% | -$14.34万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $44.76万 | 0.01% | 10,091 | 620 | 6.5% | $2.75万 | 加仓 |
| PCAR | PACCAR INC | $44.71万 | 0.01% | 3,871 | 18 | 0.5% | $2,079 | 加仓 |
| RDDT | REDDIT INC | $44.61万 | 0.01% | 3,313 | -3,157 | -48.8% | -$42.51万 | 减仓 |
| VALE | VALE S A | $44.57万 | 0.01% | 28,013 | -1,765 | -5.9% | -$2.81万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $44.45万 | 0.01% | 2,258 | 122 | 5.7% | $2.40万 | 加仓 |
| IDV | ISHARES TR | $44.33万 | 0.01% | 10,417 | 10,417 | — | $44.33万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $44.25万 | 0.01% | 22,658 | -376 | -1.6% | -$7,343 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $44.25万 | 0.01% | 51,093 | -2,556 | -4.8% | -$2.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.23万 | 0.01% | 9,403 | 778 | 9.0% | $3.66万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $44.04万 | 0.01% | 36,159 | 13,198 | 57.5% | $16.08万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $43.83万 | 0.01% | 11,101 | -829 | -6.9% | -$3.27万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $43.40万 | 0.01% | 1,537 | -96 | -5.9% | -$2.71万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.37万 | 0.01% | 2,134 | -94 | -4.2% | -$1.91万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $43.35万 | 0.01% | 3,303 | 304 | 10.1% | $3.99万 | 加仓 |
| GFI | GOLD FIELDS LTD | $43.31万 | 0.01% | 9,539 | -5,528 | -36.7% | -$25.10万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $43.17万 | 0.01% | 7,906 | -1,158 | -12.8% | -$6.32万 | 减仓 |