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 |
|---|---|---|---|---|---|---|---|---|
| ATEC | ALPHATEC HLDGS INC | $43.14万 | 0.01% | 39,650 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $42.93万 | 0.01% | 16,068 | 4 | 0.0% | $107 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $42.84万 | 0.01% | 21,827 | 33 | 0.2% | $648 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $42.74万 | 0.01% | 7,652 | 70 | 0.9% | $3,910 | 加仓 |
| PTMC | PACER FDS TR | $42.61万 | 0.01% | 11,652 | 176 | 1.5% | $6,436 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $42.58万 | 0.01% | 23,910 | -286 | -1.2% | -$5,094 | 减仓 |
| SHYG | ISHARES TR | $42.39万 | 0.01% | 10,020 | 1,293 | 14.8% | $5.47万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $42.28万 | 0.01% | 5,892 | 200 | 3.5% | $1.44万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $42.23万 | 0.01% | 5,635 | -1,200 | -17.6% | -$8.99万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $42.15万 | 0.01% | 34,980 | -150 | -0.4% | -$1,808 | 减仓 |
| FRO | FRONTLINE PLC | $42.09万 | 0.01% | 12,073 | -822 | -6.4% | -$2.87万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $42.07万 | 0.01% | 9,295 | 795 | 9.4% | $3.60万 | 加仓 |
| IYZ | ISHARES TR | $41.81万 | 0.01% | 10,632 | -51,186 | -82.8% | -$201.27万 | 减仓 |
| NUE | NUCOR CORP | $41.75万 | 0.01% | 2,469 | 64 | 2.7% | $1.08万 | 加仓 |
| TWLO | TWILIO INC | $41.71万 | 0.01% | 3,315 | -891 | -21.2% | -$11.21万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $41.68万 | 0.01% | 15,866 | -250 | -1.6% | -$6,568 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $41.66万 | 0.01% | 4,040 | 271 | 7.2% | $2.79万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.49万 | 0.01% | 9,262 | -2,335 | -20.1% | -$10.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.47万 | 0.01% | 15,732 | 2,245 | 16.6% | $5.92万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $41.43万 | 0.01% | 14,650 | 14,650 | — | $41.43万 | 新建仓 |
| SLRC | SLR INVESTMENT CORP | $41.43万 | 0.01% | 28,952 | 1,760 | 6.5% | $2.52万 | 加仓 |
| VLUE | ISHARES TR | $41.40万 | 0.01% | 2,912 | 314 | 12.1% | $4.46万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $41.04万 | 0.01% | 19,635 | -540 | -2.7% | -$1.13万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $40.97万 | 0.01% | 21,956 | 33 | 0.2% | $616 | 加仓 |
| HYD | VANECK ETF TRUST | $40.79万 | 0.01% | 8,135 | 303 | 3.9% | $1.52万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $40.78万 | 0.01% | 37,657 | 37,657 | — | $40.78万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $40.74万 | 0.01% | 18,416 | 18,416 | — | $40.74万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $40.66万 | 0.01% | 16,060 | 5,330 | 49.7% | $13.50万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $40.66万 | 0.01% | 5,254 | 624 | 13.5% | $4.83万 | 加仓 |
| MET | METLIFE INC | $40.55万 | 0.01% | 5,734 | -425 | -6.9% | -$3.01万 | 减仓 |
| PTNQ | PACER FDS TR | $40.47万 | 0.01% | 5,547 | -609 | -9.9% | -$4.44万 | 减仓 |
| IAG | IAMGOLD CORP | $40.38万 | 0.01% | 21,458 | 21,458 | — | $40.38万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $40.25万 | 0.01% | 6,020 | 870 | 16.9% | $5.82万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $39.89万 | 0.01% | 10,261 | 4 | 0.0% | $155 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.80万 | 0.01% | 31,742 | 305 | 1.0% | $3,825 | 加仓 |
| — | PROSHARES TR | $39.74万 | 0.01% | 5,413 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $39.60万 | 0.01% | 4,582 | -511 | -10.0% | -$4.42万 | 减仓 |
| PRLB | PROTO LABS INC | $39.43万 | 0.01% | 6,915 | 6,915 | — | $39.43万 | 新建仓 |
| BLSH | BULLISH | $39.41万 | 0.01% | 11,030 | 365 | 3.4% | $1.30万 | 加仓 |
| IONQ | IONQ INC | $39.39万 | 0.01% | 13,664 | -593 | -4.2% | -$1.71万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $39.35万 | 0.01% | 3,153 | -956 | -23.3% | -$11.93万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.09万 | 0.01% | 13,625 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $39.07万 | 0.01% | 14,500 | 1,000 | 7.4% | $2.69万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $39.05万 | 0.01% | 20,180 | 5,607 | 38.5% | $10.85万 | 加仓 |
| PALC | PACER FDS TR | $39.05万 | 0.01% | 7,537 | -510 | -6.3% | -$2.64万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.93万 | 0.01% | 2,671 | 103 | 4.0% | $1.50万 | 加仓 |
| — | ARCOSA INC | $38.88万 | 0.01% | 3,663 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $38.73万 | 0.01% | 2,676 | 200 | 8.1% | $2.89万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $38.68万 | 0.01% | 4,082 | 201 | 5.2% | $1.90万 | 加仓 |
| DDOG | DATADOG INC | $38.60万 | 0.01% | 3,270 | 255 | 8.5% | $3.01万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $38.59万 | 0.01% | 34,367 | 173 | 0.5% | $1,943 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $38.59万 | 0.01% | 4,160 | 4,160 | — | $38.59万 | 新建仓 |
| PJT | PJT PARTNERS INC | $38.55万 | 0.01% | 2,759 | -127 | -4.4% | -$1.77万 | 减仓 |
| — | PUTNAM ETF TRUST | $38.49万 | 0.01% | 52,867 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $38.31万 | 0.01% | 8,152 | 2,078 | 34.2% | $9.76万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $38.30万 | 0.01% | 11,337 | -120 | -1.0% | -$4,054 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $38.16万 | 0.01% | 8,681 | 2,202 | 34.0% | $9.68万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $37.84万 | 0.01% | 12,632 | -1,580 | -11.1% | -$4.73万 | 减仓 |
| IBTG | ISHARES TR | $37.73万 | 0.01% | 16,466 | -47 | -0.3% | -$1,077 | 减仓 |
| ILMN | ILLUMINA INC | $37.66万 | 0.01% | 3,055 | -102 | -3.2% | -$1.26万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $37.54万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.51万 | 0.01% | 6,355 | 401 | 6.7% | $2.37万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.12万 | 0.01% | 2,360 | 344 | 17.1% | $5.41万 | 加仓 |
| SLB | SLB LIMITED | $37.04万 | 0.01% | 7,207 | 482 | 7.2% | $2.48万 | 加仓 |
| DAPP | VANECK ETF TRUST | $36.54万 | 0.01% | 24,494 | 226 | 0.9% | $3,372 | 加仓 |
| XRT | SPDR SERIES TRUST | $36.53万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| PCB | PCB BANCORP | $36.49万 | 0.01% | 16,225 | 16,225 | — | $36.49万 | 新建仓 |
| STXF | EA SERIES TRUST | $36.48万 | 0.01% | 8,693 | 282 | 3.4% | $1.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.42万 | 0.01% | 5,120 | 504 | 10.9% | $3.58万 | 加仓 |
| RMD | RESMED INC | $36.39万 | 0.01% | 1,621 | 3 | 0.2% | $673 | 加仓 |
| — | PROSHARES TR | $36.34万 | 0.01% | 15,000 | 15,000 | — | $36.34万 | 新建仓 |
| MTZ | MASTEC INC | $36.32万 | 0.01% | 1,129 | 40 | 3.7% | $1.29万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $36.30万 | 0.01% | 12,487 | 4,624 | 58.8% | $13.44万 | 加仓 |
| — | PACER FDS TR | $36.20万 | 0.01% | 8,250 | -67 | -0.8% | -$2,940 | 减仓 |
| SRVR | PACER FDS TR | $36.07万 | 0.01% | 11,553 | 70 | 0.6% | $2,185 | 加仓 |
| VMC | VULCAN MATLS CO | $35.89万 | 0.01% | 1,318 | 44 | 3.5% | $1.20万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.81万 | 0.01% | 8,336 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $35.79万 | 0.01% | 207 | 14 | 7.3% | $2.42万 | 加仓 |
| CGNX | COGNEX CORP | $35.70万 | 0.01% | 7,287 | 7,287 | — | $35.70万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $35.65万 | 0.01% | 8,955 | 226 | 2.6% | $8,998 | 加仓 |
| GSK | GSK PLC | $35.57万 | 0.01% | 6,445 | -955 | -12.9% | -$5.27万 | 减仓 |
| ALLY | ALLY FINL INC | $35.55万 | 0.01% | 9,061 | 9,061 | — | $35.55万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $35.50万 | 0.01% | 3,067 | 76 | 2.5% | $8,798 | 加仓 |
| — | GLADSTONE INVT CORP | $35.47万 | 0.01% | 24,978 | -11,780 | -32.0% | -$16.73万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.34万 | 0.01% | 14,080 | -450 | -3.1% | -$1.13万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $35.29万 | 0.01% | 27,021 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $35.27万 | 0.01% | 10,067 | 962 | 10.6% | $3.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.23万 | 0.01% | 13,500 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $35.15万 | 0.01% | 7,365 | -568 | -7.2% | -$2.71万 | 减仓 |
| KHC | KRAFT HEINZ CO | $35.07万 | 0.01% | 15,592 | 817 | 5.5% | $1.84万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $34.98万 | 0.01% | 12,845 | -1,610 | -11.1% | -$4.38万 | 减仓 |
| SNPS | SYNOPSYS INC | $34.97万 | 0.01% | 882 | -1,042 | -54.2% | -$41.31万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.96万 | 0.01% | 839 | 37 | 4.6% | $1.54万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.93万 | 0.01% | 28,333 | 247 | 0.9% | $3,046 | 加仓 |
| XHB | SPDR SERIES TRUST | $34.90万 | 0.01% | 3,535 | -169 | -4.6% | -$1.67万 | 减仓 |
| SPGI | S&P GLOBAL INC | $34.76万 | 0.01% | 817 | 78 | 10.6% | $3.32万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $34.70万 | 0.01% | 10,179 | 2,787 | 37.7% | $9.50万 | 加仓 |
| SDIV | GLOBAL X FDS | $34.57万 | 0.01% | 13,685 | 794 | 6.2% | $2.01万 | 加仓 |
| SHM | SPDR SERIES TRUST | $34.57万 | 0.01% | 7,227 | 443 | 6.5% | $2.12万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $34.50万 | 0.01% | 18,700 | 2,896 | 18.3% | $5.34万 | 加仓 |