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 |
|---|---|---|---|---|---|---|---|---|
| QS | QUANTUMSCAPE CORP | $13.99万 | 0.00% | 21,925 | -1,775 | -7.5% | -$1.13万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $13.77万 | 0.00% | 10,200 | 10,200 | — | $13.77万 | 新建仓 |
| TSSI | TSS INC DEL | $13.40万 | 0.00% | 10,300 | 10,300 | — | $13.40万 | 新建仓 |
| FVRR | FIVERR INTL LTD | $13.35万 | 0.00% | 13,325 | 13,325 | — | $13.35万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $12.97万 | 0.00% | 14,787 | -5,425 | -26.8% | -$4.76万 | 重新持有 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $12.89万 | 0.00% | 11,427 | 11,427 | — | $12.89万 | 新建仓 |
| PATH | UIPATH INC | $12.74万 | 0.00% | 11,474 | -148 | -1.3% | -$1,643 | 重新持有 |
| SBET | SHARPLINK INC | $12.73万 | 0.00% | 19,731 | -6,584 | -25.0% | -$4.25万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $12.71万 | 0.00% | 11,768 | 11,768 | — | $12.71万 | 新建仓 |
| CERT | CERTARA INC | $12.45万 | 0.00% | 21,846 | 21,846 | — | $12.45万 | 新建仓 |
| — | INVESCO CALIF VALUE MUN INCO | $12.30万 | 0.00% | 11,784 | 11,784 | — | $12.30万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $12.30万 | 0.00% | 11,650 | -400 | -3.3% | -$4,224 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.12万 | 0.00% | 26,170 | 2,791 | 11.9% | $1.29万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $12.05万 | 0.00% | 22,779 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $12.01万 | 0.00% | 24,206 | 2,546 | 11.8% | $1.26万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $11.90万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $11.88万 | 0.00% | 34,650 | 1,350 | 4.1% | $4,631 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $11.73万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $11.41万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| FTMA | PUTNAM ETF TRUST | $10.81万 | 0.00% | 12,063 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $10.70万 | 0.00% | 13,362 | -5,209 | -28.0% | -$4.17万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $10.45万 | 0.00% | 10,063 | 63 | 0.6% | $654 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $9.83万 | 0.00% | 23,250 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $9.70万 | 0.00% | 10,735 | 10,735 | — | $9.70万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $9.31万 | 0.00% | 100,700 | 100,700 | — | $9.31万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $8.07万 | 0.00% | 15,610 | 700 | 4.7% | $3,619 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $7.80万 | 0.00% | 11,389 | 11,389 | — | $7.80万 | 新建仓 |
| — | MONROE CAP CORP | $7.30万 | 0.00% | 15,869 | -8,550 | -35.0% | -$3.93万 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $7.12万 | 0.00% | 14,900 | -3,000 | -16.8% | -$1.43万 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.07万 | 0.00% | 13,859 | -3,033 | -18.0% | -$1.55万 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.60万 | 0.00% | 13,893 | -254 | -1.8% | -$1,207 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $6.54万 | 0.00% | 16,553 | 1,895 | 12.9% | $7,485 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $6.54万 | 0.00% | 15,750 | -5,700 | -26.6% | -$2.37万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $6.44万 | 0.00% | 13,788 | 2,050 | 17.5% | $9,574 | 加仓 |
| NIO | NIO INC | $6.26万 | 0.00% | 10,374 | -2,500 | -19.4% | -$1.51万 | 减仓 |
| — | DATAVAULT AI INC | $6.12万 | 0.00% | 99,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $5.35万 | 0.00% | 23,689 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $5.04万 | 0.00% | 20,410 | 5,000 | 32.4% | $1.24万 | 加仓 |
| — | LISTED FDS TR | $4.26万 | 0.00% | 11,105 | -24,958 | -69.2% | -$9.58万 | 重新持有 |
| MNKD | MANNKIND CORP | $3.12万 | 0.00% | 12,720 | 0 | 0.0% | — | 不变 |
| PLTK | PLAYTIKA HLDG CORP | $2.78万 | 0.00% | 10,000 | 10,000 | — | $2.78万 | 新建仓 |
| — | NANO X IMAGING LTD | $2.58万 | 0.00% | 11,370 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $2.07万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $1.63万 | 0.00% | 23,223 | 1,400 | 6.4% | $982 | 加仓 |
| — | BED BATH & BEYOND INC | $1.49万 | 0.00% | 26,503 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $9,000 | 0.00% | 20,000 | 20,000 | — | $9,000 | 新建仓 |
| — | GABELLI EQUITY TR INC | $4,083 | 0.00% | 583,290 | 583,290 | — | $4,083 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -29,023 | -100.0% | -$149.61万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -22,141 | -100.0% | -$114.71万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$111.07万 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -16,061 | -100.0% | -$107.64万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -6,148 | -100.0% | -$102.06万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -4,355 | -100.0% | -$96.42万 | 清仓 |
| INTF | ISHARES TR | $0 | 0.00% | 0 | -22,439 | -100.0% | -$84.71万 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -21,562 | -100.0% | -$83.21万 | 清仓 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,858 | -100.0% | -$79.49万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -27,576 | -100.0% | -$77.38万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -4,113 | -100.0% | -$71.58万 | 清仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -7,212 | -100.0% | -$61.50万 | 清仓 |
| — | GRANITESHARES PLATINUM TR | $0 | 0.00% | 0 | -30,523 | -100.0% | -$60.22万 | 清仓 |
| NRIM | NORTHRIM BANCORP INC | $0 | 0.00% | 0 | -22,575 | -100.0% | -$60.07万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,331 | -100.0% | -$57.55万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -8,308 | -100.0% | -$56.20万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,116 | -100.0% | -$54.57万 | 清仓 |
| — | NORTHERN LIGHTS FD TR | $0 | 0.00% | 0 | -23,825 | -100.0% | -$52.95万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -3,639 | -100.0% | -$52.90万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -7,461 | -100.0% | -$51.29万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -15,681 | -100.0% | -$47.89万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,072 | -100.0% | -$47.82万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -3,850 | -100.0% | -$47.79万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -7,699 | -100.0% | -$46.82万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,535 | -100.0% | -$44.89万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,414 | -100.0% | -$44.37万 | 清仓 |
| TREE | LENDINGTREE INC NEW | $0 | 0.00% | 0 | -7,970 | -100.0% | -$42.31万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -14,578 | -100.0% | -$41.44万 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -25,517 | -100.0% | -$39.02万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,405 | -100.0% | -$38.33万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,767 | -100.0% | -$37.95万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -3,544 | -100.0% | -$37.62万 | 清仓 |
| — | GRAYSCALE XRP TR ETF | $0 | 0.00% | 0 | -10,000 | -100.0% | -$35.50万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,465 | -100.0% | -$35.19万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -3,222 | -100.0% | -$33.74万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -6,159 | -100.0% | -$33.69万 | 清仓 |
| WTAI | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -1,664 | -100.0% | -$32.34万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$31.99万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -3,367 | -100.0% | -$31.61万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -4,855 | -100.0% | -$31.52万 | 清仓 |
| — | FREIGHTCAR AMER INC | $0 | 0.00% | 0 | -28,400 | -100.0% | -$31.44万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,025 | -100.0% | -$30.88万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -4,418 | -100.0% | -$30.76万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -7,958 | -100.0% | -$29.59万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,667 | -100.0% | -$28.07万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -15,723 | -100.0% | -$27.81万 | 清仓 |