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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $23.24万 | 0.01% | 800 | -329 | -29.1% | -$9.56万 | 重新持有 |
| HQH | ABRDN HEALTHCARE INVESTORS | $23.23万 | 0.01% | 13,059 | 804 | 6.6% | $1.43万 | 加仓 |
| — | PROSHARES TR | $23.21万 | 0.01% | 13,800 | 13,800 | — | $23.21万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $23.16万 | 0.01% | 17,679 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $23.13万 | 0.01% | 3,740 | 3,740 | — | $23.13万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $23.09万 | 0.01% | 3,215 | 265 | 9.0% | $1.90万 | 加仓 |
| USD | PROSHARES TR | $23.09万 | 0.01% | 4,815 | 7 | 0.1% | $336 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.02万 | 0.01% | 6,852 | -3,328 | -32.7% | -$11.18万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.97万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $22.96万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $22.93万 | 0.01% | 28,175 | 28,175 | — | $22.93万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $22.93万 | 0.01% | 2,650 | -668 | -20.1% | -$5.78万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $22.87万 | 0.01% | 1,690 | -1 | -0.1% | -$135 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $22.84万 | 0.01% | 6,850 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $22.84万 | 0.01% | 911 | 911 | — | $22.84万 | 新建仓 |
| CCJ | CAMECO CORP | $22.82万 | 0.01% | 2,101 | -518 | -19.8% | -$5.63万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.77万 | 0.01% | 8,208 | 8,208 | — | $22.77万 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $22.74万 | 0.01% | 4,315 | 100 | 2.4% | $5,270 | 加仓 |
| SNY | SANOFI SA | $22.71万 | 0.01% | 4,714 | 252 | 5.6% | $1.21万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.69万 | 0.01% | 3,907 | 467 | 13.6% | $2.71万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $22.68万 | 0.01% | 9,696 | 0 | 0.0% | — | 不变 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $22.62万 | 0.01% | 5,442 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $22.61万 | 0.01% | 5,909 | 80 | 1.4% | $3,061 | 加仓 |
| SILJ | AMPLIFY ETF TR | $22.51万 | 0.01% | 7,575 | -4,398 | -36.7% | -$13.07万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.42万 | 0.01% | 5,311 | 104 | 2.0% | $4,391 | 加仓 |
| SAP | SAP SE | $22.41万 | 0.01% | 1,309 | 1,309 | — | $22.41万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.41万 | 0.01% | 2,087 | 3 | 0.1% | $322 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.41万 | 0.01% | 9,679 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $22.39万 | 0.01% | 504 | -44 | -8.0% | -$1.95万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $22.37万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN | $22.33万 | 0.01% | 5,399 | 5,399 | — | $22.33万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $22.20万 | 0.00% | 18,657 | -555 | -2.9% | -$6,604 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $22.13万 | 0.00% | 3,190 | -191 | -5.6% | -$1.32万 | 减仓 |
| GMAB | GENMAB A/S | $22.09万 | 0.00% | 8,232 | -163 | -1.9% | -$4,373 | 减仓 |
| EFXT | ENERFLEX LTD | $22.08万 | 0.00% | 10,588 | 10,588 | — | $22.08万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.00% | 5,413 | 234 | 4.5% | $9,493 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $21.95万 | 0.00% | 2,435 | -563 | -18.8% | -$5.07万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $21.94万 | 0.00% | 2,270 | -174 | -7.1% | -$1.68万 | 减仓 |
| DY | DYCOM INDS INC | $21.92万 | 0.00% | 647 | -1,886 | -74.5% | -$63.90万 | 减仓 |
| GM | GENERAL MTRS CO | $21.88万 | 0.00% | 2,937 | -8,545 | -74.4% | -$63.66万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $21.73万 | 0.00% | 7,922 | 18 | 0.2% | $494 | 加仓 |
| IYM | ISHARES TR | $21.70万 | 0.00% | 1,233 | 1,233 | — | $21.70万 | 新建仓 |
| — | VS TRUST | $21.65万 | 0.00% | 25,000 | 25,000 | — | $21.65万 | 新建仓 |
| BN | BROOKFIELD CORP | $21.49万 | 0.00% | 5,321 | 731 | 15.9% | $2.95万 | 加仓 |
| AEE | AMEREN CORP | $21.44万 | 0.00% | 1,950 | 1,950 | — | $21.44万 | 新建仓 |
| ROST | ROSS STORES INC | $21.40万 | 0.00% | 988 | 988 | — | $21.40万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $21.34万 | 0.00% | 3,301 | -175 | -5.0% | -$1.13万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.32万 | 0.00% | 1,075 | -33 | -3.0% | -$6,546 | 减仓 |
| ARKF | ARK ETF TR | $21.23万 | 0.00% | 5,584 | -2,912 | -34.3% | -$11.07万 | 减仓 |
| KVUE | KENVUE INC | $21.13万 | 0.00% | 12,259 | -15,298 | -55.5% | -$26.37万 | 重新持有 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $21.12万 | 0.00% | 12,981 | 803 | 6.6% | $1.31万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $20.98万 | 0.00% | 8,906 | -7,552 | -45.9% | -$17.79万 | 减仓 |
| RIG | TRANSOCEAN LTD | $20.97万 | 0.00% | 31,636 | 31,636 | — | $20.97万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $20.95万 | 0.00% | 26,691 | 1,230 | 4.8% | $9,653 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $20.91万 | 0.00% | 14,491 | -6,009 | -29.3% | -$8.67万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $20.90万 | 0.00% | 16,302 | 16,302 | — | $20.90万 | 新建仓 |
| OSEA | HARBOR ETF TRUST | $20.85万 | 0.00% | 7,203 | -164 | -2.2% | -$4,748 | 减仓 |
| — | GLOBAL X FDS | $20.85万 | 0.00% | 8,164 | 8,164 | — | $20.85万 | 新建仓 |
| — | PROSHARES TR | $20.85万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $20.84万 | 0.00% | 630 | -68 | -9.7% | -$2.25万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $20.83万 | 0.00% | 15,431 | 1,456 | 10.4% | $1.97万 | 加仓 |
| CPRT | COPART INC | $20.81万 | 0.00% | 6,267 | 69 | 1.1% | $2,291 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $20.72万 | 0.00% | 2,834 | 2,834 | — | $20.72万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $20.70万 | 0.00% | 4,141 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $20.69万 | 0.00% | 2,954 | -102 | -3.3% | -$7,144 | 减仓 |
| BUG | GLOBAL X FDS | $20.59万 | 0.00% | 8,200 | -1,350 | -14.1% | -$3.39万 | 减仓 |
| — | NEOS ETF TRUST | $20.59万 | 0.00% | 3,620 | 3,620 | — | $20.59万 | 新建仓 |
| DLN | WISDOMTREE TR | $20.53万 | 0.00% | 2,298 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $20.53万 | 0.00% | 473 | -52 | -9.9% | -$2.26万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $20.52万 | 0.00% | 7,607 | 7,607 | — | $20.52万 | 新建仓 |
| HDB | HDFC BANK LTD | $20.43万 | 0.00% | 8,212 | -504 | -5.8% | -$1.25万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $20.42万 | 0.00% | 9,532 | -467 | -4.7% | -$1.00万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $20.41万 | 0.00% | 7,723 | -4,864 | -38.6% | -$12.86万 | 重新持有 |
| JXN | JACKSON FINANCIAL INC | $20.34万 | 0.00% | 1,924 | -240 | -11.1% | -$2.54万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $20.31万 | 0.00% | 12,921 | 12,921 | — | $20.31万 | 新建仓 |
| SEZL | SEZZLE INC | $20.30万 | 0.00% | 3,208 | 3,208 | — | $20.30万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $20.17万 | 0.00% | 1,393 | -32 | -2.2% | -$4,633 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.15万 | 0.00% | 9,500 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $20.10万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $20.06万 | 0.00% | 10,687 | 10,687 | — | $20.06万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $20.01万 | 0.00% | 754 | -33 | -4.2% | -$8,756 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $19.89万 | 0.00% | 10,467 | 10,467 | — | $19.89万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $19.68万 | 0.00% | 10,600 | 10,600 | — | $19.68万 | 新建仓 |
| — | FRANKLIN XRP TRUST | $19.61万 | 0.00% | 13,444 | -11,556 | -46.2% | -$16.86万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $19.31万 | 0.00% | 15,422 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $19.14万 | 0.00% | 22,647 | -100 | -0.4% | -$845 | 减仓 |
| — | ISHARES ETHEREUM TR | $18.13万 | 0.00% | 11,453 | -25,053 | -68.6% | -$39.66万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $18.13万 | 0.00% | 34,929 | -2,754 | -7.3% | -$1.43万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $17.94万 | 0.00% | 26,000 | 26,000 | — | $17.94万 | 新建仓 |
| CIM | CHIMERA INVT CORP | $17.65万 | 0.00% | 14,063 | -5,380 | -27.7% | -$6.75万 | 减仓 |
| — | PALLADYNE AI CORP | $17.39万 | 0.00% | 28,653 | 28,653 | — | $17.39万 | 新建仓 |
| FTMH | PUTNAM ETF TRUST | $17.38万 | 0.00% | 15,073 | 15,073 | — | $17.38万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $17.34万 | 0.00% | 37,442 | -3,000 | -7.4% | -$1.39万 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $17.20万 | 0.00% | 47,658 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY EMKT DBT FD I | $16.58万 | 0.00% | 23,624 | 11,221 | 90.5% | $7.88万 | 加仓 |
| TDAY | USA TODAY CO INC | $16.57万 | 0.00% | 23,500 | -10,000 | -29.9% | -$7.05万 | 减仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $16.35万 | 0.00% | 28,630 | 272 | 1.0% | $1,553 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $16.26万 | 0.00% | 10,116 | 10,116 | — | $16.26万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $16.00万 | 0.00% | 23,293 | 5,680 | 32.2% | $3.90万 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $14.15万 | 0.00% | 13,427 | -354 | -2.6% | -$3,731 | 减仓 |