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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $34.45万 | 0.01% | 2,631 | -124 | -4.5% | -$1.62万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $34.40万 | 0.01% | 9,690 | 9,690 | — | $34.40万 | 新建仓 |
| SCZ | ISHARES TR | $34.34万 | 0.01% | 4,380 | 376 | 9.4% | $2.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.29万 | 0.01% | 11,790 | 1,741 | 17.3% | $5.06万 | 加仓 |
| STIP | ISHARES TR | $33.93万 | 0.01% | 3,280 | -1,272 | -27.9% | -$13.16万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $33.67万 | 0.01% | 14,788 | 895 | 6.4% | $2.04万 | 加仓 |
| HSY | HERSHEY CO | $33.62万 | 0.01% | 1,617 | 230 | 16.6% | $4.78万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.54万 | 0.01% | 2,480 | 60 | 2.5% | $8,114 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $33.37万 | 0.01% | 10,626 | -86 | -0.8% | -$2,701 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $33.01万 | 0.01% | 16,220 | 16,220 | — | $33.01万 | 新建仓 |
| — | TIDAL TRUST II | $32.97万 | 0.01% | 25,400 | -25,014 | -49.6% | -$32.47万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $32.75万 | 0.01% | 9,763 | 3,187 | 48.5% | $10.69万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $32.66万 | 0.01% | 9,774 | -378 | -3.7% | -$1.26万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $32.65万 | 0.01% | 6,805 | 6,805 | — | $32.65万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $32.59万 | 0.01% | 3,493 | 3,493 | — | $32.59万 | 新建仓 |
| SKYW | SKYWEST INC | $32.58万 | 0.01% | 3,548 | -54 | -1.5% | -$4,959 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $32.58万 | 0.01% | 11,715 | -1,790 | -13.3% | -$4.98万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $32.57万 | 0.01% | 6,846 | -650 | -8.7% | -$3.09万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $32.55万 | 0.01% | 28,302 | 147 | 0.5% | $1,690 | 加仓 |
| DTE | DTE ENERGY CO | $32.49万 | 0.01% | 2,222 | 235 | 11.8% | $3.44万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $32.47万 | 0.01% | 5,746 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $32.40万 | 0.01% | 14,300 | 14,300 | — | $32.40万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $32.34万 | 0.01% | 24,652 | 4,899 | 24.8% | $6.43万 | 加仓 |
| PPG | PPG INDS INC | $32.14万 | 0.01% | 3,007 | 3,007 | — | $32.14万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $32.09万 | 0.01% | 6,418 | 161 | 2.6% | $8,049 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $31.86万 | 0.01% | 3,150 | 200 | 6.8% | $2.02万 | 加仓 |
| IYY | ISHARES TR | $31.80万 | 0.01% | 2,007 | -536 | -21.1% | -$8.49万 | 减仓 |
| EPI | WISDOMTREE TR | $31.77万 | 0.01% | 7,788 | -1,361 | -14.9% | -$5.55万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $31.73万 | 0.01% | 1,839 | 405 | 28.2% | $6.99万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $31.72万 | 0.01% | 1,733 | 272 | 18.6% | $4.98万 | 加仓 |
| MUSA | MURPHY USA INC | $31.71万 | 0.01% | 642 | 1 | 0.2% | $494 | 加仓 |
| — | SEABRIDGE GOLD INC | $31.71万 | 0.01% | 11,189 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $31.59万 | 0.01% | 586 | 586 | — | $31.59万 | 新建仓 |
| EWJ | ISHARES INC | $31.56万 | 0.01% | 3,738 | 364 | 10.8% | $3.07万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $31.55万 | 0.01% | 4,882 | 133 | 2.8% | $8,596 | 加仓 |
| — | ALPS ETF TR | $31.38万 | 0.01% | 5,996 | 110 | 1.9% | $5,757 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $31.38万 | 0.01% | 10,464 | -272 | -2.5% | -$8,157 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $31.38万 | 0.01% | 5,337 | 17 | 0.3% | $1,000 | 加仓 |
| RSG | REPUBLIC SVCS INC | $31.36万 | 0.01% | 1,432 | 110 | 8.3% | $2.41万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $31.33万 | 0.01% | 7,816 | 21 | 0.3% | $842 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $31.22万 | 0.01% | 6,996 | 50 | 0.7% | $2,231 | 加仓 |
| IHI | ISHARES TR | $31.13万 | 0.01% | 5,835 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $31.08万 | 0.01% | 12,853 | 2,103 | 19.6% | $5.09万 | 加仓 |
| — | SPROTT FDS TR | $31.00万 | 0.01% | 5,238 | -1,349 | -20.5% | -$7.98万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.93万 | 0.01% | 2,591 | -16 | -0.6% | -$1,910 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $30.87万 | 0.01% | 18,595 | 791 | 4.4% | $1.31万 | 加仓 |
| JD | JD.COM INC | $30.74万 | 0.01% | 10,397 | -800 | -7.1% | -$2.37万 | 减仓 |
| DOCU | DOCUSIGN INC | $30.70万 | 0.01% | 6,475 | -301 | -4.4% | -$1.43万 | 减仓 |
| NLR | VANECK ETF TRUST | $30.66万 | 0.01% | 2,302 | -663 | -22.4% | -$8.83万 | 减仓 |
| — | CION INVT CORP | $30.65万 | 0.01% | 44,807 | -181,542 | -80.2% | -$124.18万 | 减仓 |
| BBY | BEST BUY INC | $30.58万 | 0.01% | 4,764 | -6,499 | -57.7% | -$41.72万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $30.55万 | 0.01% | 1,943 | 10 | 0.5% | $1,572 | 加仓 |
| KR | KROGER CO | $30.38万 | 0.01% | 4,198 | -3,869 | -48.0% | -$28.00万 | 减仓 |
| TMFC | RBB FD INC | $30.31万 | 0.01% | 4,595 | -30 | -0.6% | -$1,979 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $30.26万 | 0.01% | 6,387 | -250 | -3.8% | -$1.18万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.19万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $30.09万 | 0.01% | 1,860 | 100 | 5.7% | $1.62万 | 加仓 |
| MMS | MAXIMUS INC | $30.04万 | 0.01% | 4,686 | 4,686 | — | $30.04万 | 新建仓 |
| DX | DYNEX CAP INC | $30.00万 | 0.01% | 23,507 | 1,774 | 8.2% | $2.26万 | 加仓 |
| SLQD | ISHARES TR | $29.95万 | 0.01% | 5,931 | 330 | 5.9% | $1.67万 | 加仓 |
| D | DOMINION ENERGY INC | $29.90万 | 0.01% | 4,836 | -180 | -3.6% | -$1.11万 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $29.85万 | 0.01% | 2,297 | -91 | -3.8% | -$1.18万 | 减仓 |
| — | UBS AG | $29.85万 | 0.01% | 1,798 | 1,798 | — | $29.85万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $29.75万 | 0.01% | 15,109 | -531 | -3.4% | -$1.05万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $29.68万 | 0.01% | 21,141 | -4,028 | -16.0% | -$5.66万 | 减仓 |
| — | PROSHARES TR | $29.67万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $29.64万 | 0.01% | 1,050 | -1,505 | -58.9% | -$42.49万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $29.55万 | 0.01% | 5,956 | 252 | 4.4% | $1.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.53万 | 0.01% | 10,531 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.47万 | 0.01% | 621 | 621 | — | $29.47万 | 新建仓 |
| CTVA | CORTEVA INC | $29.47万 | 0.01% | 3,520 | 20 | 0.6% | $1,674 | 加仓 |
| SUB | ISHARES TR | $29.45万 | 0.01% | 2,765 | -200 | -6.7% | -$2.13万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $29.38万 | 0.01% | 24,124 | 2,212 | 10.1% | $2.69万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $29.38万 | 0.01% | 1,757 | 93 | 5.6% | $1.56万 | 加仓 |
| HL | HECLA MINING COMPANY | $29.28万 | 0.01% | 15,715 | -5,793 | -26.9% | -$10.79万 | 减仓 |
| JOBY | JOBY AVIATION INC | $29.22万 | 0.01% | 35,380 | 68 | 0.2% | $562 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $29.05万 | 0.01% | 1,612 | -130 | -7.5% | -$2.34万 | 减仓 |
| SMOT | VANECK ETF TRUST | $29.02万 | 0.01% | 8,247 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $29.00万 | 0.01% | 4,812 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $28.93万 | 0.01% | 2,108 | 669 | 46.5% | $9.18万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $28.88万 | 0.01% | 8,546 | -300 | -3.4% | -$1.01万 | 减仓 |
| IVZ | INVESCO LTD | $28.79万 | 0.01% | 11,852 | 0 | 0.0% | — | 不变 |
| PSMD | PACER FDS TR | $28.76万 | 0.01% | 9,020 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $28.73万 | 0.01% | 12,052 | 12,052 | — | $28.73万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $28.67万 | 0.01% | 7,085 | 7,085 | — | $28.67万 | 新建仓 |
| URTH | ISHARES INC | $28.63万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.45万 | 0.01% | 15,195 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $28.40万 | 0.01% | 2,525 | -25 | -1.0% | -$2,812 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $28.28万 | 0.01% | 2,157 | 62 | 3.0% | $8,130 | 加仓 |
| COHR | COHERENT CORP | $28.28万 | 0.01% | 1,187 | 1,187 | — | $28.28万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $28.24万 | 0.01% | 11,009 | -80 | -0.7% | -$2,052 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $28.20万 | 0.01% | 3,309 | 204 | 6.6% | $1.74万 | 加仓 |
| RYLD | GLOBAL X FDS | $28.18万 | 0.01% | 18,849 | -707 | -3.6% | -$1.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.14万 | 0.01% | 8,754 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.14万 | 0.01% | 10,323 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $28.07万 | 0.01% | 739 | -158 | -17.6% | -$6.00万 | 减仓 |
| TOST | TOAST INC | $28.07万 | 0.01% | 10,590 | -657 | -5.8% | -$1.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $27.96万 | 0.01% | 1,074 | 94 | 9.6% | $2.45万 | 加仓 |
| DXCM | DEXCOM INC | $27.94万 | 0.01% | 4,449 | -790 | -15.1% | -$4.96万 | 减仓 |
| CG | CARLYLE GROUP INC | $27.82万 | 0.01% | 5,750 | -1,800 | -23.8% | -$8.71万 | 减仓 |