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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $891.66万 | 0.20% | 24,267 | 1,302 | 5.7% | $47.84万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $890.85万 | 0.20% | 221,660 | -9,709 | -4.2% | -$39.02万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $890.15万 | 0.20% | 221,762 | -2,558 | -1.1% | -$10.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $888.86万 | 0.20% | 22,767 | -2,217 | -8.9% | -$86.56万 | 减仓 |
| SSO | PROSHARES TR | $888.18万 | 0.20% | 171,199 | -1,836 | -1.1% | -$9.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $886.78万 | 0.20% | 55,313 | 2,671 | 5.1% | $42.82万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $873.80万 | 0.20% | 78,820 | -11,823 | -13.0% | -$131.07万 | 减仓 |
| SPYI | NEOS ETF TRUST | $857.65万 | 0.19% | 173,720 | -27,515 | -13.7% | -$135.84万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $849.11万 | 0.19% | 28,093 | 502 | 1.8% | $15.17万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $844.57万 | 0.19% | 206,497 | 4,233 | 2.1% | $17.31万 | 加仓 |
| TOPT | ISHARES TR | $843.79万 | 0.19% | 294,826 | 223,712 | 314.6% | $640.26万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $823.27万 | 0.18% | 180,344 | 4,431 | 2.5% | $20.23万 | 加仓 |
| GE | GE AEROSPACE | $822.08万 | 0.18% | 28,970 | 806 | 2.9% | $22.87万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $815.19万 | 0.18% | 123,946 | 10,992 | 9.7% | $72.29万 | 加仓 |
| EFV | ISHARES TR | $814.03万 | 0.18% | 109,486 | -58,624 | -34.9% | -$435.87万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $810.78万 | 0.18% | 97,838 | -13,097 | -11.8% | -$108.53万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $809.57万 | 0.18% | 163,981 | -13,639 | -7.7% | -$67.34万 | 减仓 |
| NET | CLOUDFLARE INC | $791.43万 | 0.18% | 38,356 | -5,645 | -12.8% | -$116.48万 | 减仓 |
| IEMG | ISHARES INC | $776.36万 | 0.17% | 111,306 | 41,612 | 59.7% | $290.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $772.02万 | 0.17% | 120,478 | 73,863 | 158.5% | $473.31万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $771.06万 | 0.17% | 69,602 | 7,153 | 11.5% | $79.24万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $765.93万 | 0.17% | 16,536 | -1,700 | -9.3% | -$78.74万 | 减仓 |
| SHV | ISHARES TR | $752.33万 | 0.17% | 68,152 | -2,538 | -3.6% | -$28.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $721.59万 | 0.16% | 36,778 | 10,637 | 40.7% | $208.70万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $708.81万 | 0.16% | 145,516 | -13,529 | -8.5% | -$65.90万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $706.79万 | 0.16% | 28,915 | 407 | 1.4% | $9.95万 | 加仓 |
| ISVL | ISHARES TR | $699.73万 | 0.16% | 145,438 | 131,858 | 971.0% | $634.40万 | 加仓 |
| AGNC | AGNC INVT CORP | $694.51万 | 0.16% | 692,433 | -200,038 | -22.4% | -$200.64万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $692.39万 | 0.16% | 209,118 | 78,403 | 60.0% | $259.59万 | 加仓 |
| SHLD | GLOBAL X FDS | $691.88万 | 0.16% | 97,668 | 19,643 | 25.2% | $139.15万 | 加仓 |
| ENFR | ALPS ETF TR | $687.58万 | 0.15% | 179,948 | 31,135 | 20.9% | $118.97万 | 加仓 |
| BA | BOEING CO | $687.54万 | 0.15% | 34,544 | -297 | -0.9% | -$5.91万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $686.91万 | 0.15% | 61,271 | -10,541 | -14.7% | -$118.17万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $685.65万 | 0.15% | 42,394 | 11,153 | 35.7% | $180.38万 | 加仓 |
| IJR | ISHARES TR | $684.98万 | 0.15% | 55,102 | 2,735 | 5.2% | $34.00万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $678.86万 | 0.15% | 88,038 | 27,120 | 44.5% | $209.12万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $675.99万 | 0.15% | 115,004 | -18,863 | -14.1% | -$110.88万 | 减仓 |
| PEP | PEPSICO INC | $675.23万 | 0.15% | 43,482 | 3,637 | 9.1% | $56.48万 | 加仓 |
| CSCO | CISCO SYS INC | $666.16万 | 0.15% | 85,856 | -10,953 | -11.3% | -$84.98万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $665.69万 | 0.15% | 314,747 | 14,311 | 4.8% | $30.27万 | 加仓 |
| IUSB | ISHARES TR | $663.64万 | 0.15% | 143,675 | 5,259 | 3.8% | $24.29万 | 加仓 |
| CSHI | NEOS ETF TRUST | $661.68万 | 0.15% | 132,920 | 110,549 | 494.2% | $550.31万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $658.08万 | 0.15% | 44,887 | 7,325 | 19.5% | $107.39万 | 加仓 |
| PAVE | GLOBAL X FDS | $652.64万 | 0.15% | 128,447 | 10,307 | 8.7% | $52.37万 | 加仓 |
| MTUM | ISHARES TR | $649.21万 | 0.15% | 27,051 | 2,217 | 8.9% | $53.21万 | 加仓 |
| USMV | ISHARES TR | $642.87万 | 0.14% | 69,319 | 3,357 | 5.1% | $31.13万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $638.98万 | 0.14% | 168,864 | -23,923 | -12.4% | -$90.52万 | 减仓 |
| TJX | TJX COS INC NEW | $638.74万 | 0.14% | 39,996 | 256 | 0.6% | $4.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $635.73万 | 0.14% | 107,351 | 1,678 | 1.6% | $9.94万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $625.80万 | 0.14% | 154,367 | -3,297 | -2.1% | -$13.37万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $610.07万 | 0.14% | 182,302 | -23,914 | -11.6% | -$80.03万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $606.87万 | 0.14% | 236,874 | 11,142 | 4.9% | $28.55万 | 加仓 |
| MRK | MERCK & CO INC | $603.04万 | 0.14% | 50,132 | 1,921 | 4.0% | $23.11万 | 加仓 |
| T | AT&T INC | $597.48万 | 0.13% | 206,097 | 81,242 | 65.1% | $235.52万 | 加仓 |
| PFF | ISHARES TR | $581.05万 | 0.13% | 191,640 | 4,191 | 2.2% | $12.71万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $579.86万 | 0.13% | 302,797 | 23,802 | 8.5% | $45.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $579.69万 | 0.13% | 12,575 | 2,848 | 29.3% | $131.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $577.79万 | 0.13% | 125,907 | 1,900 | 1.5% | $8.72万 | 加仓 |
| MBB | ISHARES TR | $575.22万 | 0.13% | 60,582 | 1,568 | 2.7% | $14.89万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $572.70万 | 0.13% | 45,768 | -343 | -0.7% | -$4.29万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $564.68万 | 0.13% | 78,504 | -2,530 | -3.1% | -$18.20万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $564.49万 | 0.13% | 51,618 | 1,128 | 2.2% | $12.34万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $561.02万 | 0.13% | 118,962 | -10,801 | -8.3% | -$50.94万 | 减仓 |
| EEM | ISHARES TR | $559.95万 | 0.13% | 98,599 | -34,052 | -25.7% | -$193.38万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $550.61万 | 0.12% | 207,309 | 14,171 | 7.3% | $37.64万 | 加仓 |
| TIP | ISHARES TR | $548.31万 | 0.12% | 49,683 | 3,692 | 8.0% | $40.75万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $546.23万 | 0.12% | 317,206 | 24,278 | 8.3% | $41.81万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $544.87万 | 0.12% | 1,294 | -92 | -6.6% | -$38.74万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $536.93万 | 0.12% | 172,147 | 8,762 | 5.4% | $27.33万 | 加仓 |
| — | ETFIS SER TR I | $530.32万 | 0.12% | 115,062 | 1,842 | 1.6% | $8.49万 | 加仓 |
| QDPL | PACER FDS TR | $520.31万 | 0.12% | 129,628 | 1,466 | 1.1% | $5.88万 | 加仓 |
| BILS | SPDR SERIES TRUST | $514.55万 | 0.12% | 51,745 | -1,636 | -3.1% | -$16.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $509.49万 | 0.11% | 6,022 | 1,711 | 39.7% | $144.76万 | 加仓 |
| MINT | PIMCO ETF TR | $504.77万 | 0.11% | 50,191 | 468 | 0.9% | $4.71万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $503.28万 | 0.11% | 120,431 | 14,802 | 14.0% | $61.86万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $499.54万 | 0.11% | 151,605 | 13,417 | 9.7% | $44.21万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $492.50万 | 0.11% | 273,308 | -17,920 | -6.2% | -$32.29万 | 减仓 |
| VB | VANGUARD INDEX FDS | $490.18万 | 0.11% | 18,715 | 2,569 | 15.9% | $67.29万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $489.11万 | 0.11% | 11,997 | 938 | 8.5% | $38.24万 | 加仓 |
| QCOM | QUALCOMM INC | $488.67万 | 0.11% | 37,946 | -427 | -1.1% | -$5.50万 | 减仓 |
| IVW | ISHARES TR | $488.29万 | 0.11% | 43,169 | -22,257 | -34.0% | -$251.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $486.31万 | 0.11% | 14,228 | 4,639 | 48.4% | $158.56万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $479.43万 | 0.11% | 73,622 | 5,878 | 8.7% | $38.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $476.25万 | 0.11% | 32,972 | 1,262 | 4.0% | $18.23万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $473.22万 | 0.11% | 239,244 | 29,425 | 14.0% | $58.20万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $472.38万 | 0.11% | 245,647 | 6,410 | 2.7% | $12.33万 | 加仓 |
| GCOW | PACER FDS TR | $470.94万 | 0.11% | 101,847 | 18,271 | 21.9% | $84.48万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $470.11万 | 0.11% | 50,680 | 103 | 0.2% | $9,554 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $469.99万 | 0.11% | 72,306 | 64,590 | 837.1% | $419.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $467.66万 | 0.10% | 21,888 | 2,387 | 12.2% | $51.00万 | 加仓 |
| CIEN | CIENA CORP | $465.95万 | 0.10% | 12,002 | 5,603 | 87.6% | $217.53万 | 加仓 |
| BAC | BANK AMERICA CORP | $464.91万 | 0.10% | 95,365 | 1,963 | 2.1% | $9.57万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $463.35万 | 0.10% | 28,326 | 9,745 | 52.4% | $159.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $461.37万 | 0.10% | 18,412 | -1,759 | -8.7% | -$44.08万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $460.55万 | 0.10% | 127,153 | 10,020 | 8.6% | $36.29万 | 加仓 |
| IGIB | ISHARES TR | $459.99万 | 0.10% | 86,431 | 1,804 | 2.1% | $9.60万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $451.67万 | 0.10% | 176,776 | 26,651 | 17.8% | $68.09万 | 加仓 |
| RTX | RTX CORPORATION | $450.14万 | 0.10% | 23,335 | 3,268 | 16.3% | $63.04万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $447.36万 | 0.10% | 164,342 | 29,258 | 21.7% | $79.64万 | 加仓 |
| EFA | ISHARES TR | $444.53万 | 0.10% | 45,766 | -13,568 | -22.9% | -$131.79万 | 减仓 |