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 |
|---|---|---|---|---|---|---|---|---|
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -13,922 | -100.0% | -$26.84万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -13,397 | -100.0% | -$26.59万 | 清仓 |
| QGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -4,507 | -100.0% | -$26.44万 | 清仓 |
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -8,428 | -100.0% | -$26.23万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -12,200 | -100.0% | -$25.50万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -959 | -100.0% | -$24.55万 | 清仓 |
| IGE | ISHARES TR | $0 | 0.00% | 0 | -4,845 | -100.0% | -$24.32万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -8,342 | -100.0% | -$23.24万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -2,910 | -100.0% | -$23.19万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -22,024 | -100.0% | -$23.15万 | 清仓 |
| SMDV | PROSHARES TR | $0 | 0.00% | 0 | -3,427 | -100.0% | -$22.64万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -5,862 | -100.0% | -$22.45万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -4,677 | -100.0% | -$22.24万 | 清仓 |
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -2,911 | -100.0% | -$21.97万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -5,017 | -100.0% | -$21.83万 | 清仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WF | WOORI FINL GROUP INC | $0 | 0.00% | 0 | -3,707 | -100.0% | -$21.79万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -10,866 | -100.0% | -$21.78万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,940 | -100.0% | -$21.76万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -5,499 | -100.0% | -$21.26万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,485 | -100.0% | -$21.20万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,424 | -100.0% | -$20.92万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -4,480 | -100.0% | -$20.82万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -654 | -100.0% | -$20.82万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,478 | -100.0% | -$20.79万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,553 | -100.0% | -$20.46万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1,852 | -100.0% | -$20.44万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -5,795 | -100.0% | -$20.29万 | 清仓 |
| — | OPTIMIZERX CORP | $0 | 0.00% | 0 | -16,500 | -100.0% | -$20.23万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -502 | -100.0% | -$20.15万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -1,890 | -100.0% | -$20.10万 | 清仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,936 | -100.0% | -$20.08万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -8,790 | -100.0% | -$20.00万 | 清仓 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -13,997 | -100.0% | -$19.79万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -13,093 | -100.0% | -$18.78万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -11,091 | -100.0% | -$18.48万 | 清仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARLO | ARLO TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,900 | -100.0% | -$16.65万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,660 | -100.0% | -$15.26万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -13,164 | -100.0% | -$14.88万 | 清仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $0 | 0.00% | 0 | -15,754 | -100.0% | -$14.76万 | 清仓 |
| PERI | PERION NETWORK LTD | $0 | 0.00% | 0 | -12,465 | -100.0% | -$11.94万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -11,189 | -100.0% | -$9.75万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$8.98万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -11,578 | -100.0% | -$8.73万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -14,292 | -100.0% | -$5.85万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -10,807 | -100.0% | -$5.84万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.02万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -12,100 | -100.0% | -$3.28万 | 清仓 |
| — | TIZIANA LIFE SCIENCES LTD | $0 | 0.00% | 0 | -15,845 | -100.0% | -$2.36万 | 清仓 |
| — | SEAGATE HDD CAYMAN | $0 | 0.00% | 0 | -3,234 | -100.0% | -$1.09万 | 清仓 |
| — | TRX GOLD CORPORATION | $0 | 0.00% | 0 | -10,600 | -100.0% | -$9,762 | 清仓 |