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 |
|---|---|---|---|---|---|---|---|---|
| — | PIMCO INCOME STRATEGY FD | $440.12万 | 0.10% | 550,155 | -9,181 | -1.6% | -$7.34万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $434.68万 | 0.10% | 205,523 | -79,368 | -27.9% | -$167.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $420.37万 | 0.09% | 144,770 | 113,015 | 355.9% | $328.16万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $417.44万 | 0.09% | 5,940 | -1,330 | -18.3% | -$93.47万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $415.91万 | 0.09% | 815,511 | 8,280 | 1.0% | $4.22万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $413.32万 | 0.09% | 44,031 | 3,152 | 7.7% | $29.59万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $413.18万 | 0.09% | 8,269 | -62 | -0.7% | -$3.10万 | 减仓 |
| SNDK | SANDISK CORP | $412.34万 | 0.09% | 6,490 | 1,172 | 22.0% | $74.46万 | 加仓 |
| SRE | SEMPRA | $410.55万 | 0.09% | 42,250 | -10,212 | -19.5% | -$99.23万 | 减仓 |
| MCD | MCDONALDS CORP | $409.10万 | 0.09% | 13,163 | -163 | -1.2% | -$5.07万 | 减仓 |
| IYW | ISHARES TR | $407.75万 | 0.09% | 22,475 | -18,098 | -44.6% | -$328.34万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $406.65万 | 0.09% | 122,118 | 78,183 | 178.0% | $260.35万 | 加仓 |
| FTNT | FORTINET INC | $406.40万 | 0.09% | 49,731 | -1,774 | -3.4% | -$14.50万 | 减仓 |
| SBUX | STARBUCKS CORP | $406.08万 | 0.09% | 45,327 | -1,043 | -2.2% | -$9.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $402.02万 | 0.09% | 10,262 | -4,512 | -30.5% | -$176.76万 | 减仓 |
| GLW | CORNING INC | $401.30万 | 0.09% | 29,514 | -813 | -2.7% | -$11.05万 | 减仓 |
| CAIE | CALAMOS ETF TR | $397.77万 | 0.09% | 158,223 | 53,689 | 51.4% | $134.97万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $397.25万 | 0.09% | 366,801 | -6,633 | -1.8% | -$7.18万 | 减仓 |
| IGV | ISHARES TR | $396.52万 | 0.09% | 49,534 | 24,672 | 99.2% | $197.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $394.83万 | 0.09% | 14,597 | -3,624 | -19.9% | -$98.03万 | 减仓 |
| IWF | ISHARES TR | $394.24万 | 0.09% | 9,246 | -621 | -6.3% | -$26.48万 | 减仓 |
| CRM | SALESFORCE INC | $392.08万 | 0.09% | 21,004 | 1,257 | 6.4% | $23.46万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $390.92万 | 0.09% | 65,393 | -108,959 | -62.5% | -$651.36万 | 减仓 |
| IUSG | ISHARES TR | $389.27万 | 0.09% | 25,096 | 1,221 | 5.1% | $18.94万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $389.06万 | 0.09% | 35,700 | 970 | 2.8% | $10.57万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $388.23万 | 0.09% | 147,615 | 9,792 | 7.1% | $25.75万 | 加仓 |
| HACK | AMPLIFY ETF TR | $385.94万 | 0.09% | 51,397 | 1,919 | 3.9% | $14.41万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $381.14万 | 0.09% | 68,998 | 4,186 | 6.5% | $23.12万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $379.21万 | 0.09% | 42,752 | 1,890 | 4.6% | $16.76万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $378.69万 | 0.08% | 35,293 | 962 | 2.8% | $10.32万 | 加仓 |
| PFFA | ETFIS SER TR I | $377.81万 | 0.08% | 185,566 | -8,013 | -4.1% | -$16.31万 | 减仓 |
| INTC | INTEL CORP | $375.94万 | 0.08% | 85,188 | -11,198 | -11.6% | -$49.42万 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $372.58万 | 0.08% | 276,601 | 38,468 | 16.2% | $51.82万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $372.41万 | 0.08% | 45,427 | 1,558 | 3.6% | $12.77万 | 加仓 |
| AMLP | ALPS ETF TR | $371.79万 | 0.08% | 70,629 | 2,223 | 3.2% | $11.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $371.31万 | 0.08% | 17,091 | 1,411 | 9.0% | $30.65万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $369.18万 | 0.08% | 67,319 | 12,926 | 23.8% | $70.89万 | 加仓 |
| ORCL | ORACLE CORP | $367.93万 | 0.08% | 25,010 | -1,808 | -6.7% | -$26.60万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $366.59万 | 0.08% | 89,282 | 89,282 | — | $366.59万 | 新建仓 |
| QYLD | GLOBAL X FDS | $363.31万 | 0.08% | 211,840 | -4,348 | -2.0% | -$7.46万 | 减仓 |
| BLK | BLACKROCK INC | $360.63万 | 0.08% | 3,750 | 33 | 0.9% | $3.17万 | 加仓 |
| DE | DEERE & CO | $360.57万 | 0.08% | 6,401 | -593 | -8.5% | -$33.40万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $360.37万 | 0.08% | 93,798 | -5,279 | -5.3% | -$20.28万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $360.25万 | 0.08% | 31,351 | 9,075 | 40.7% | $104.28万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $358.46万 | 0.08% | 82,235 | 23,132 | 39.1% | $100.83万 | 加仓 |
| IEZ | ISHARES TR | $356.36万 | 0.08% | 123,096 | 3,799 | 3.2% | $11.00万 | 加仓 |
| DBEF | DBX ETF TR | $355.48万 | 0.08% | 71,959 | 2,566 | 3.7% | $12.68万 | 加仓 |
| CALF | PACER FDS TR | $353.82万 | 0.08% | 78,854 | 3,504 | 4.7% | $15.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $353.00万 | 0.08% | 75,251 | 13,341 | 21.5% | $62.58万 | 加仓 |
| PFE | PFIZER INC | $352.64万 | 0.08% | 125,583 | 1,170 | 0.9% | $3.29万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $352.18万 | 0.08% | 137,949 | -2,338 | -1.7% | -$5.97万 | 减仓 |
| WM | WASTE MGMT INC DEL | $352.18万 | 0.08% | 15,326 | -204 | -1.3% | -$4.69万 | 减仓 |
| VO | VANGUARD INDEX FDS | $351.81万 | 0.08% | 12,250 | 1,763 | 16.8% | $50.63万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $348.65万 | 0.08% | 74,133 | 59 | 0.1% | $2,775 | 加仓 |
| DIVB | ISHARES TR | $348.47万 | 0.08% | 64,592 | 2,751 | 4.4% | $14.84万 | 加仓 |
| AMGN | AMGEN INC | $347.19万 | 0.08% | 9,868 | 159 | 1.6% | $5.59万 | 加仓 |
| DGRO | ISHARES TR | $345.61万 | 0.08% | 49,246 | 97 | 0.2% | $6,807 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $344.57万 | 0.08% | 86,271 | -1,592 | -1.8% | -$6.36万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $344.08万 | 0.08% | 68,858 | 36,814 | 114.9% | $183.96万 | 加仓 |
| BX | BLACKSTONE INC | $341.86万 | 0.08% | 29,729 | -16,212 | -35.3% | -$186.42万 | 减仓 |
| TLT | ISHARES TR | $341.66万 | 0.08% | 39,412 | 8,556 | 27.7% | $74.17万 | 加仓 |
| O | REALTY INCOME CORP | $340.90万 | 0.08% | 55,721 | 7,866 | 16.4% | $48.12万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $340.70万 | 0.08% | 282,742 | -1,258 | -0.4% | -$1.52万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $340.67万 | 0.08% | 86,727 | -1,013 | -1.2% | -$3.98万 | 减仓 |
| EMB | ISHARES TR | $339.35万 | 0.08% | 36,128 | 19,154 | 112.8% | $179.92万 | 加仓 |
| MO | ALTRIA GROUP INC | $338.31万 | 0.08% | 51,266 | 2,430 | 5.0% | $16.04万 | 加仓 |
| KO | COCA COLA CO | $335.37万 | 0.08% | 44,098 | 2,543 | 6.1% | $19.34万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $335.14万 | 0.08% | 23,110 | -79 | -0.3% | -$1.15万 | 减仓 |
| VDE | VANGUARD WORLD FD | $334.72万 | 0.08% | 19,343 | 3,170 | 19.6% | $54.86万 | 加仓 |
| — | HONEYWELL INTL INC | $334.18万 | 0.07% | 14,785 | -643 | -4.2% | -$14.53万 | 减仓 |
| REM | ISHARES TR | $333.88万 | 0.07% | 155,508 | 22,911 | 17.3% | $49.19万 | 加仓 |
| CORP | PIMCO ETF TR | $330.17万 | 0.07% | 34,108 | 2,800 | 8.9% | $27.10万 | 加仓 |
| IVE | ISHARES TR | $328.00万 | 0.07% | 15,534 | -411 | -2.6% | -$8.68万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $327.98万 | 0.07% | 585,670 | 44,167 | 8.2% | $24.73万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $326.10万 | 0.07% | 90,684 | 74,821 | 471.7% | $269.06万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $324.04万 | 0.07% | 44,303 | -1,689 | -3.7% | -$12.35万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $323.51万 | 0.07% | 76,121 | -236 | -0.3% | -$1.00万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $323.41万 | 0.07% | 258,524 | 25,813 | 11.1% | $32.29万 | 加仓 |
| DTH | WISDOMTREE TR | $322.86万 | 0.07% | 59,689 | 34,650 | 138.4% | $187.42万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $321.83万 | 0.07% | 10,640 | -946 | -8.2% | -$28.61万 | 减仓 |
| IGEB | ISHARES TR | $320.82万 | 0.07% | 71,198 | 71,198 | — | $320.82万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $320.02万 | 0.07% | 14,817 | -1,333 | -8.3% | -$28.79万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $318.54万 | 0.07% | 108,495 | 16,862 | 18.4% | $49.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $318.47万 | 0.07% | 16,073 | 14 | 0.1% | $2,774 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $317.98万 | 0.07% | 145,263 | 518 | 0.4% | $1.13万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $317.53万 | 0.07% | 75,915 | -1,503 | -1.9% | -$6.29万 | 减仓 |
| MLRG | ISHARES TR | $317.15万 | 0.07% | 35,294 | 1,962 | 5.9% | $17.63万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $314.63万 | 0.07% | 52,782 | -1,593 | -2.9% | -$9.50万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $314.24万 | 0.07% | 225,745 | 2,390 | 1.1% | $3.33万 | 加仓 |
| TBIL | RBB FD INC | $313.79万 | 0.07% | 62,934 | -7,125 | -10.2% | -$35.53万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $312.04万 | 0.07% | 30,073 | -4,495 | -13.0% | -$46.64万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $309.39万 | 0.07% | 11,079 | -2,594 | -19.0% | -$72.44万 | 减仓 |
| ET | ENERGY TRANSFER L P | $308.12万 | 0.07% | 159,649 | -101 | -0.1% | -$1,949 | 减仓 |
| — | BANK MONTREAL MEDIUM | $306.57万 | 0.07% | 35,137 | -7,238 | -17.1% | -$63.15万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $304.11万 | 0.07% | 117,507 | 23,487 | 25.0% | $60.78万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $302.49万 | 0.07% | 126,143 | 7,765 | 6.6% | $18.62万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $302.27万 | 0.07% | 85,363 | 37,809 | 79.5% | $133.88万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $301.23万 | 0.07% | 55,220 | -2,210 | -3.8% | -$12.06万 | 减仓 |
| USFR | WISDOMTREE TR | $299.03万 | 0.07% | 59,402 | 7,195 | 13.8% | $36.22万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $298.92万 | 0.07% | 65,266 | 8,495 | 15.0% | $38.91万 | 加仓 |