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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $298.79万 | 0.07% | 10,619 | 3,691 | 53.3% | $103.86万 | 加仓 |
| SHY | ISHARES TR | $297.57万 | 0.07% | 36,038 | -4,290 | -10.6% | -$35.42万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $296.72万 | 0.07% | 37,304 | -7,942 | -17.6% | -$63.17万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $296.26万 | 0.07% | 96,157 | 14,344 | 17.5% | $44.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $296.12万 | 0.07% | 21,409 | -4,421 | -17.1% | -$61.15万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $290.89万 | 0.07% | 56,016 | -25,010 | -30.9% | -$129.88万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $290.79万 | 0.07% | 77,710 | -1,342 | -1.7% | -$5.02万 | 减仓 |
| APP | APPLOVIN CORP | $290.18万 | 0.07% | 7,291 | -3,663 | -33.4% | -$145.79万 | 减仓 |
| DIS | DISNEY WALT CO | $289.57万 | 0.06% | 30,045 | 184 | 0.6% | $1.77万 | 加仓 |
| ARTY | ISHARES TR | $289.14万 | 0.06% | 62,141 | -17,124 | -21.6% | -$79.68万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $289.08万 | 0.06% | 259,495 | 28,081 | 12.1% | $31.28万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $287.88万 | 0.06% | 83,347 | 5,410 | 6.9% | $18.69万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $287.47万 | 0.06% | 84,438 | 2,863 | 3.5% | $9.75万 | 加仓 |
| MGV | VANGUARD WORLD FD | $287.17万 | 0.06% | 19,812 | 3,670 | 22.7% | $53.20万 | 加仓 |
| EMXC | ISHARES INC | $286.09万 | 0.06% | 36,370 | 10,144 | 38.7% | $79.79万 | 加仓 |
| XOP | SPDR SERIES TRUST | $284.57万 | 0.06% | 15,650 | 12,406 | 382.4% | $225.58万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $284.23万 | 0.06% | 17,153 | 1,130 | 7.1% | $18.72万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $283.81万 | 0.06% | 16,495 | -14,194 | -46.3% | -$244.22万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $283.34万 | 0.06% | 34,239 | 10,639 | 45.1% | $88.04万 | 加仓 |
| B | BARRICK MNG CORP | $282.97万 | 0.06% | 69,440 | 21,492 | 44.8% | $87.58万 | 加仓 |
| INFL | LISTED FDS TR | $281.05万 | 0.06% | 53,986 | 53,986 | — | $281.05万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $280.52万 | 0.06% | 55,220 | 2,686 | 5.1% | $13.64万 | 加仓 |
| VIS | VANGUARD WORLD FD | $276.86万 | 0.06% | 8,867 | 4,015 | 82.7% | $125.36万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $276.55万 | 0.06% | 119,102 | 13,237 | 12.5% | $30.74万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $276.19万 | 0.06% | 52,348 | -1,581 | -2.9% | -$8.34万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $274.48万 | 0.06% | 55,271 | 43,899 | 386.0% | $218.00万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $273.88万 | 0.06% | 15,013 | 1,854 | 14.1% | $33.82万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $273.29万 | 0.06% | 29,251 | -3,626 | -11.0% | -$33.88万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $271.10万 | 0.06% | 130,652 | 111,081 | 567.6% | $230.49万 | 加仓 |
| IBB | ISHARES TR | $270.94万 | 0.06% | 16,046 | 240 | 1.5% | $4.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $269.43万 | 0.06% | 7,850 | -1,436 | -15.5% | -$49.29万 | 减仓 |
| CMI | CUMMINS INC | $268.15万 | 0.06% | 4,984 | 429 | 9.4% | $23.08万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $266.81万 | 0.06% | 73,541 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $266.10万 | 0.06% | 44,685 | 29,161 | 187.8% | $173.65万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $264.28万 | 0.06% | 56,135 | 12,016 | 27.2% | $56.57万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $260.19万 | 0.06% | 73,108 | -4,953 | -6.3% | -$17.63万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $259.33万 | 0.06% | 157,837 | -20,515 | -11.5% | -$33.71万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $258.49万 | 0.06% | 51,895 | 14,167 | 37.6% | $70.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $257.71万 | 0.06% | 9,524 | 887 | 10.3% | $24.00万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $256.77万 | 0.06% | 20,222 | 16 | 0.1% | $2,032 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $256.47万 | 0.06% | 31,114 | 10,823 | 53.3% | $89.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $254.51万 | 0.06% | 27,402 | 683 | 2.6% | $6.34万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $254.13万 | 0.06% | 112,698 | 12,355 | 12.3% | $27.86万 | 加仓 |
| WELL | WELLTOWER INC | $251.95万 | 0.06% | 12,743 | 1,210 | 10.5% | $23.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $251.69万 | 0.06% | 15,222 | -49 | -0.3% | -$8,102 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $249.38万 | 0.06% | 5,073 | 1,606 | 46.3% | $78.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $249.18万 | 0.06% | 26,883 | -5,281 | -16.4% | -$48.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $249.11万 | 0.06% | 4,122 | 412 | 11.1% | $24.90万 | 加仓 |
| ZS | ZSCALER INC | $247.79万 | 0.06% | 17,663 | -1,452 | -7.6% | -$20.37万 | 减仓 |
| VV | VANGUARD INDEX FDS | $247.21万 | 0.06% | 8,272 | -218 | -2.6% | -$6.51万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $247.05万 | 0.06% | 445,126 | -32,680 | -6.8% | -$18.14万 | 减仓 |
| COWG | PACER FDS TR | $245.68万 | 0.06% | 72,819 | -10,141 | -12.2% | -$34.21万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $244.93万 | 0.05% | 75,455 | -37,134 | -33.0% | -$120.54万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $243.29万 | 0.05% | 117,117 | 4,430 | 3.9% | $9.20万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $242.75万 | 0.05% | 92,440 | 6,623 | 7.7% | $17.39万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $241.27万 | 0.05% | 47,462 | -315 | -0.7% | -$1.60万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $241.00万 | 0.05% | 257,478 | -1,039 | -0.4% | -$9,725 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $240.38万 | 0.05% | 39,773 | -2,480 | -5.9% | -$14.99万 | 减仓 |
| ASML | ASML HLDG NV | $240.28万 | 0.05% | 1,819 | -8 | -0.4% | -$1.06万 | 减仓 |
| DTCR | GLOBAL X FDS | $239.77万 | 0.05% | 100,070 | 10,895 | 12.2% | $26.10万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $238.58万 | 0.05% | 169,444 | 20,235 | 13.6% | $28.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $237.49万 | 0.05% | 47,126 | 29,196 | 162.8% | $147.13万 | 加仓 |
| GRNY | TIDAL TRUST I | $237.47万 | 0.05% | 99,486 | -9,741 | -8.9% | -$23.25万 | 减仓 |
| TVAL | T ROWE PRICE ETF INC | $232.19万 | 0.05% | 64,177 | 14,796 | 30.0% | $53.53万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $231.76万 | 0.05% | 68,668 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $231.73万 | 0.05% | 29,554 | -724 | -2.4% | -$5.68万 | 减仓 |
| SHOP | SHOPIFY INC | $231.23万 | 0.05% | 19,493 | -1,278 | -6.2% | -$15.16万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $230.60万 | 0.05% | 69,105 | -15,307 | -18.1% | -$51.08万 | 减仓 |
| UPRO | PROSHARES TR | $228.82万 | 0.05% | 23,595 | -288 | -1.2% | -$2.79万 | 减仓 |
| WFC | WELLS FARGO & CO | $228.16万 | 0.05% | 28,659 | -1,443 | -4.8% | -$11.49万 | 减仓 |
| SDY | SPDR SERIES TRUST | $226.77万 | 0.05% | 15,539 | -123 | -0.8% | -$1.80万 | 减仓 |
| MS | MORGAN STANLEY | $225.18万 | 0.05% | 13,683 | 2,663 | 24.2% | $43.83万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $225.09万 | 0.05% | 95,015 | 15,055 | 18.8% | $35.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $224.96万 | 0.05% | 18,322 | -1,638 | -8.2% | -$20.11万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $224.86万 | 0.05% | 203,305 | 6,986 | 3.6% | $7.73万 | 加仓 |
| ROKU | ROKU INC | $224.43万 | 0.05% | 23,719 | 2,750 | 13.1% | $26.02万 | 加仓 |
| RL | RALPH LAUREN CORP | $219.29万 | 0.05% | 6,375 | 3,009 | 89.4% | $103.51万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $217.38万 | 0.05% | 100,781 | -6,483 | -6.0% | -$13.98万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $216.08万 | 0.05% | 43,433 | -9,923 | -18.6% | -$49.37万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $216.05万 | 0.05% | 43,106 | 5,648 | 15.1% | $28.31万 | 加仓 |
| NOBL | PROSHARES TR | $215.97万 | 0.05% | 20,373 | -872 | -4.1% | -$9.24万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $215.33万 | 0.05% | 19,239 | 255 | 1.3% | $2.85万 | 加仓 |
| MUB | ISHARES TR | $215.28万 | 0.05% | 20,280 | 741 | 3.8% | $7.87万 | 加仓 |
| FEOE | RBB FUND TRUST | $215.06万 | 0.05% | 42,620 | 21,462 | 101.4% | $108.30万 | 加仓 |
| NKE | NIKE INC | $214.60万 | 0.05% | 40,628 | -2,703 | -6.2% | -$14.28万 | 减仓 |
| AGG | ISHARES TR | $213.12万 | 0.05% | 21,469 | 2,365 | 12.4% | $23.48万 | 加仓 |
| PYLD | PIMCO ETF TR | $212.61万 | 0.05% | 81,147 | 17,943 | 28.4% | $47.01万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $212.51万 | 0.05% | 82,881 | 4,756 | 6.1% | $12.19万 | 加仓 |
| TLH | ISHARES TR | $212.30万 | 0.05% | 21,078 | 1,534 | 7.8% | $15.45万 | 加仓 |
| EMR | EMERSON ELEC CO | $212.20万 | 0.05% | 16,196 | 3,417 | 26.7% | $44.77万 | 加仓 |
| AIQ | GLOBAL X FDS | $210.43万 | 0.05% | 45,090 | 4,231 | 10.4% | $19.75万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $208.63万 | 0.05% | 142,900 | -4,900 | -3.3% | -$7.15万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $208.10万 | 0.05% | 93,950 | -50 | -0.1% | -$1,108 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $208.03万 | 0.05% | 45,097 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $207.59万 | 0.05% | 20,083 | 7,443 | 58.9% | $76.94万 | 加仓 |
| IWY | ISHARES TR | $207.22万 | 0.05% | 8,327 | -141 | -1.7% | -$3.51万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $205.94万 | 0.05% | 3,019 | 104 | 3.6% | $7.09万 | 加仓 |
| PFXF | VANECK ETF TRUST | $205.15万 | 0.05% | 116,961 | 6,683 | 6.1% | $11.72万 | 加仓 |
| DOW | DOW HLDGS INC | $204.20万 | 0.05% | 49,028 | 11,618 | 31.1% | $48.39万 | 加仓 |
| MMM | 3M CO | $204.19万 | 0.05% | 14,059 | -3,487 | -19.9% | -$50.64万 | 减仓 |