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 |
|---|---|---|---|---|---|---|---|---|
| — | SERIES PORTFOLIOS TR | $203.94万 | 0.05% | 77,514 | 1,063 | 1.4% | $2.80万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $203.39万 | 0.05% | 8,302 | -2,354 | -22.1% | -$57.67万 | 减仓 |
| BOTZ | GLOBAL X FDS | $203.38万 | 0.05% | 61,222 | 968 | 1.6% | $3.22万 | 加仓 |
| NOW | SERVICENOW INC | $202.83万 | 0.05% | 19,400 | 2,950 | 17.9% | $30.84万 | 加仓 |
| IEFA | ISHARES TR | $202.29万 | 0.05% | 22,345 | 948 | 4.4% | $8.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $201.96万 | 0.05% | 69,140 | -72,523 | -51.2% | -$211.84万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $200.29万 | 0.04% | 89,496 | 89,496 | — | $200.29万 | 新建仓 |
| ETN | EATON CORP PLC | $199.44万 | 0.04% | 5,576 | -1,832 | -24.7% | -$65.53万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $199.25万 | 0.04% | 103,455 | 23,167 | 28.9% | $44.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $197.13万 | 0.04% | 10,697 | 1,304 | 13.9% | $24.03万 | 加仓 |
| DVYE | ISHARES INC | $196.95万 | 0.04% | 57,286 | 57,286 | — | $196.95万 | 新建仓 |
| PSX | PHILLIPS 66 | $195.92万 | 0.04% | 10,754 | -1,014 | -8.6% | -$18.47万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $194.29万 | 0.04% | 191,047 | -1,827 | -0.9% | -$1.86万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $192.93万 | 0.04% | 19,773 | 5,559 | 39.1% | $54.24万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $188.51万 | 0.04% | 90,846 | 78,346 | 626.8% | $162.57万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $187.55万 | 0.04% | 18,268 | -1,680 | -8.4% | -$17.25万 | 减仓 |
| VDC | VANGUARD WORLD FD | $187.49万 | 0.04% | 8,348 | 145 | 1.8% | $3.26万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $186.76万 | 0.04% | 3,028 | -979 | -24.4% | -$60.38万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.56万 | 0.04% | 18,621 | 15,170 | 439.6% | $151.99万 | 加仓 |
| XME | SPDR SERIES TRUST | $185.67万 | 0.04% | 17,190 | 133 | 0.8% | $1.44万 | 加仓 |
| DOV | DOVER CORP | $185.58万 | 0.04% | 8,903 | -2,097 | -19.1% | -$43.71万 | 减仓 |
| OEF | ISHARES TR | $183.99万 | 0.04% | 5,785 | -23,658 | -80.4% | -$752.44万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $183.81万 | 0.04% | 47,486 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $180.38万 | 0.04% | 16,458 | 2,043 | 14.2% | $22.39万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $178.63万 | 0.04% | 30,451 | 30,451 | — | $178.63万 | 新建仓 |
| IYH | ISHARES TR | $178.03万 | 0.04% | 28,882 | -29,697 | -50.7% | -$183.05万 | 减仓 |
| — | GLOBAL X FDS | $177.57万 | 0.04% | 49,879 | 40,308 | 421.1% | $143.50万 | 加仓 |
| CRWV | COREWEAVE INC | $174.30万 | 0.04% | 22,499 | -1,417 | -5.9% | -$10.98万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.71万 | 0.04% | 45,215 | 6,161 | 15.8% | $23.67万 | 加仓 |
| IWP | ISHARES TR | $173.69万 | 0.04% | 13,556 | 5 | 0.0% | $641 | 加仓 |
| VICI | VICI PPTYS INC | $172.95万 | 0.04% | 63,305 | 20,918 | 49.4% | $57.15万 | 加仓 |
| SNOW | SNOWFLAKE INC | $172.72万 | 0.04% | 11,452 | -2,234 | -16.3% | -$33.69万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $172.70万 | 0.04% | 54,548 | 36,697 | 205.6% | $116.18万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $172.56万 | 0.04% | 34,641 | 34,641 | — | $172.56万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $172.49万 | 0.04% | 17,706 | 9,906 | 127.0% | $96.50万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $171.61万 | 0.04% | 18,323 | -2,125 | -10.4% | -$19.90万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $171.37万 | 0.04% | 83,962 | -20,407 | -19.6% | -$41.65万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $170.30万 | 0.04% | 44,149 | 5,318 | 13.7% | $20.51万 | 加仓 |
| IWB | ISHARES TR | $169.70万 | 0.04% | 4,760 | 249 | 5.5% | $8.88万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $169.28万 | 0.04% | 37,950 | 10,456 | 38.0% | $46.64万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $169.26万 | 0.04% | 33,637 | -5,748 | -14.6% | -$28.92万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $169.10万 | 0.04% | 23,847 | -100 | -0.4% | -$7,091 | 减仓 |
| ORC | ORCHID IS CAP INC | $169.07万 | 0.04% | 240,496 | 27,927 | 13.1% | $19.63万 | 加仓 |
| GOVT | ISHARES TR | $167.97万 | 0.04% | 73,318 | -142,973 | -66.1% | -$327.55万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $167.81万 | 0.04% | 36,165 | 17,649 | 95.3% | $81.89万 | 加仓 |
| C | CITIGROUP INC | $167.80万 | 0.04% | 14,796 | -5,545 | -27.3% | -$62.88万 | 减仓 |
| IWV | ISHARES TR | $167.12万 | 0.04% | 4,509 | -331 | -6.8% | -$12.27万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $166.88万 | 0.04% | 33,296 | -4,511 | -11.9% | -$22.61万 | 减仓 |
| ADI | ANALOG DEVICES INC | $166.87万 | 0.04% | 5,245 | 3,161 | 151.7% | $100.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $166.38万 | 0.04% | 16,797 | 3,627 | 27.5% | $35.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $166.31万 | 0.04% | 56,337 | -79,483 | -58.5% | -$234.63万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $166.05万 | 0.04% | 84,808 | 10,551 | 14.2% | $20.66万 | 加仓 |
| LOW | LOWES COS INC | $165.70万 | 0.04% | 7,013 | -1,325 | -15.9% | -$31.31万 | 减仓 |
| VHT | VANGUARD WORLD FD | $165.43万 | 0.04% | 6,075 | -813 | -11.8% | -$22.14万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $164.93万 | 0.04% | 30,514 | -1,837 | -5.7% | -$9.93万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $164.71万 | 0.04% | 16,742 | -1,046 | -5.9% | -$10.29万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $164.29万 | 0.04% | 10,860 | -1,444 | -11.7% | -$21.85万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $164.03万 | 0.04% | 9,203 | 2,537 | 38.1% | $45.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $163.81万 | 0.04% | 27,982 | 23,514 | 526.3% | $137.65万 | 加仓 |
| FLOT | ISHARES TR | $163.41万 | 0.04% | 32,073 | 4,056 | 14.5% | $20.67万 | 加仓 |
| IAGG | ISHARES TR | $162.92万 | 0.04% | 32,558 | 8,434 | 35.0% | $42.20万 | 加仓 |
| CMRE | COSTAMARE INC | $161.53万 | 0.04% | 95,579 | 95,579 | — | $161.53万 | 新建仓 |
| VFC | V F CORP | $160.54万 | 0.04% | 94,491 | -1,870 | -1.9% | -$3.18万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $160.54万 | 0.04% | 124,157 | -1,407 | -1.1% | -$1.82万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $160.29万 | 0.04% | 32,090 | 8,857 | 38.1% | $44.24万 | 加仓 |
| CWB | SPDR SERIES TRUST | $160.22万 | 0.04% | 17,507 | -130 | -0.7% | -$1.19万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $159.42万 | 0.04% | 45,135 | 5,652 | 14.3% | $19.96万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $158.94万 | 0.04% | 50,346 | 8,410 | 20.1% | $26.55万 | 加仓 |
| DVY | ISHARES TR | $158.89万 | 0.04% | 10,494 | 158 | 1.5% | $2.39万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $157.69万 | 0.04% | 31,750 | 1,400 | 4.6% | $6.95万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $157.64万 | 0.04% | 7,460 | 4,594 | 160.3% | $97.08万 | 加仓 |
| TER | TERADYNE INC | $157.15万 | 0.04% | 5,301 | -2,241 | -29.7% | -$66.44万 | 减仓 |
| LQD | ISHARES TR | $156.92万 | 0.04% | 14,398 | -623 | -4.1% | -$6.79万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $156.36万 | 0.04% | 4,878 | -432 | -8.1% | -$13.85万 | 减仓 |
| DASH | DOORDASH INC | $156.17万 | 0.04% | 10,401 | 12 | 0.1% | $1,802 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $155.12万 | 0.03% | 41,700 | 10,464 | 33.5% | $38.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $154.88万 | 0.03% | 33,950 | -1,459 | -4.1% | -$6.66万 | 减仓 |
| TRFK | PACER FDS TR | $153.65万 | 0.03% | 24,687 | 1,715 | 7.5% | $10.67万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $152.21万 | 0.03% | 112,501 | -2,914 | -2.5% | -$3.94万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $152.02万 | 0.03% | 59,049 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $151.59万 | 0.03% | 33,048 | 3,419 | 11.5% | $15.68万 | 加仓 |
| PSFF | PACER FDS TR | $151.50万 | 0.03% | 47,278 | 4,826 | 11.4% | $15.46万 | 加仓 |
| F | FORD MTR CO | $151.22万 | 0.03% | 131,042 | 15,159 | 13.1% | $17.49万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $150.82万 | 0.03% | 36,149 | -58 | -0.2% | -$2,420 | 减仓 |
| UNP | UNION PAC CORP | $150.61万 | 0.03% | 6,208 | 100 | 1.6% | $2.43万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $150.57万 | 0.03% | 21,400 | 938 | 4.6% | $6.60万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $150.56万 | 0.03% | 31,334 | 2,638 | 9.2% | $12.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $150.48万 | 0.03% | 52,515 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $150.44万 | 0.03% | 58,997 | -8,687 | -12.8% | -$22.15万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $150.37万 | 0.03% | 10,789 | 81 | 0.8% | $1.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $149.53万 | 0.03% | 11,419 | 171 | 1.5% | $2.24万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $149.51万 | 0.03% | 11,917 | -8,708 | -42.2% | -$109.25万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $149.11万 | 0.03% | 89,397 | 37,015 | 70.7% | $61.74万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $148.87万 | 0.03% | 64,559 | -206 | -0.3% | -$4,750 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $148.73万 | 0.03% | 93,658 | -73,208 | -43.9% | -$116.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $148.50万 | 0.03% | 7,649 | -625 | -7.6% | -$12.13万 | 减仓 |
| BOND | PIMCO ETF TR | $147.58万 | 0.03% | 15,993 | 3,332 | 26.3% | $30.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $147.51万 | 0.03% | 46,053 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $147.10万 | 0.03% | 35,729 | -2,129 | -5.6% | -$8.77万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $146.98万 | 0.03% | 301,809 | -60,046 | -16.6% | -$29.24万 | 减仓 |