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 |
|---|---|---|---|---|---|---|---|---|
| FXU | FIRST TR EXCHANGE-TRADED FD | $146.86万 | 0.03% | 29,614 | -3,283 | -10.0% | -$16.28万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $146.28万 | 0.03% | 18,481 | 18,481 | — | $146.28万 | 新建仓 |
| PLD | PROLOGIS INC. | $146.22万 | 0.03% | 11,062 | 1 | 0.0% | $132 | 加仓 |
| — | INNOVATOR ETFS TRUST | $145.92万 | 0.03% | 69,105 | -6,151 | -8.2% | -$12.99万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $145.81万 | 0.03% | 28,731 | 28,731 | — | $145.81万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $145.53万 | 0.03% | 13,174 | -900 | -6.4% | -$9.94万 | 减仓 |
| RAVI | FLEXSHARES TR | $145.17万 | 0.03% | 19,252 | 19,252 | — | $145.17万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $145.15万 | 0.03% | 8,313 | 1,718 | 26.1% | $30.00万 | 加仓 |
| VLO | VALERO ENERGY CORP | $144.84万 | 0.03% | 5,862 | 1,622 | 38.3% | $40.08万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $143.97万 | 0.03% | 5,074 | 3,482 | 218.7% | $98.80万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $143.59万 | 0.03% | 80,898 | -5,299 | -6.1% | -$9.41万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $143.30万 | 0.03% | 18,567 | 3,009 | 19.3% | $23.22万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $142.30万 | 0.03% | 41,354 | -9,931 | -19.4% | -$34.17万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $142.17万 | 0.03% | 149,966 | 4,941 | 3.4% | $4.68万 | 加仓 |
| URA | GLOBAL X FDS | $140.66万 | 0.03% | 29,043 | 8,415 | 40.8% | $40.75万 | 加仓 |
| CRI | CARTERS INC | $140.54万 | 0.03% | 39,300 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $140.11万 | 0.03% | 37,689 | -3,750 | -9.0% | -$13.94万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $138.50万 | 0.03% | 30,970 | 9,030 | 41.2% | $40.38万 | 加仓 |
| PII | POLARIS INC | $137.99万 | 0.03% | 25,319 | -600 | -2.3% | -$3.27万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $136.94万 | 0.03% | 61,298 | -13,458 | -18.0% | -$30.07万 | 减仓 |
| LIN | LINDE PLC | $136.57万 | 0.03% | 2,755 | 57 | 2.1% | $2.83万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $136.57万 | 0.03% | 130,935 | -1,827 | -1.4% | -$1.91万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $135.88万 | 0.03% | 292,840 | 8,200 | 2.9% | $3.80万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $135.84万 | 0.03% | 65,058 | 24,819 | 61.7% | $51.82万 | 加仓 |
| VFH | VANGUARD WORLD FD | $135.30万 | 0.03% | 11,200 | -2,173 | -16.2% | -$26.25万 | 减仓 |
| IEF | ISHARES TR | $135.29万 | 0.03% | 14,175 | -60 | -0.4% | -$5,727 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $133.81万 | 0.03% | 58,304 | -23,551 | -28.8% | -$54.05万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $132.21万 | 0.03% | 43,347 | -969 | -2.2% | -$2.96万 | 减仓 |
| ALL | ALLSTATE CORP | $131.16万 | 0.03% | 6,326 | -535 | -7.8% | -$11.09万 | 减仓 |
| IEI | ISHARES TR | $130.63万 | 0.03% | 11,014 | -12,382 | -52.9% | -$146.85万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $130.55万 | 0.03% | 103,122 | -11,853 | -10.3% | -$15.01万 | 减仓 |
| FSLR | FIRST SOLAR INC | $130.29万 | 0.03% | 6,605 | -3,015 | -31.3% | -$59.47万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $130.21万 | 0.03% | 18,931 | 701 | 3.8% | $4.82万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $130.15万 | 0.03% | 7,930 | 2,125 | 36.6% | $34.88万 | 加仓 |
| SHEL | SHELL PLC | $130.13万 | 0.03% | 13,993 | 419 | 3.1% | $3.90万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $130.08万 | 0.03% | 38,669 | 2,830 | 7.9% | $9.52万 | 加仓 |
| BOXX | EA SERIES TRUST | $129.81万 | 0.03% | 11,163 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $128.70万 | 0.03% | 21,787 | 457 | 2.1% | $2.70万 | 加仓 |
| BROS | DUTCH BROS INC | $126.46万 | 0.03% | 24,962 | 945 | 3.9% | $4.79万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $125.91万 | 0.03% | 6,052 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $125.85万 | 0.03% | 6,115 | 1,447 | 31.0% | $29.78万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $124.69万 | 0.03% | 57,461 | 6,018 | 11.7% | $13.06万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $124.58万 | 0.03% | 84,349 | 16,059 | 23.5% | $23.72万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $124.27万 | 0.03% | 50,211 | -1,512 | -2.9% | -$3.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $123.72万 | 0.03% | 9,373 | 356 | 3.9% | $4.70万 | 加仓 |
| BSVO | EA SERIES TRUST | $123.12万 | 0.03% | 48,531 | 28,229 | 139.0% | $71.62万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $123.12万 | 0.03% | 2,899 | -19 | -0.7% | -$8,069 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $123.03万 | 0.03% | 49,363 | 29,553 | 149.2% | $73.66万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $122.65万 | 0.03% | 6,201 | 754 | 13.8% | $14.91万 | 加仓 |
| WPC | WP CAREY INC | $122.53万 | 0.03% | 18,030 | 1,869 | 11.6% | $12.70万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.46万 | 0.03% | 3,548 | 298 | 9.2% | $10.29万 | 加仓 |
| IREN | IREN LIMITED | $121.66万 | 0.03% | 35,489 | 8,765 | 32.8% | $30.05万 | 加仓 |
| ARKK | ARK ETF TR | $121.64万 | 0.03% | 17,996 | -841 | -4.5% | -$5.68万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $121.55万 | 0.03% | 15,949 | 15,949 | — | $121.55万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.48万 | 0.03% | 20,029 | -979 | -4.7% | -$5.94万 | 减仓 |
| ISCG | ISHARES TR | $120.61万 | 0.03% | 22,008 | 2,049 | 10.3% | $11.23万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $120.46万 | 0.03% | 65,541 | 6,230 | 10.5% | $11.45万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $120.15万 | 0.03% | 12,730 | -679 | -5.1% | -$6.41万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $119.96万 | 0.03% | 27,476 | 3,300 | 13.6% | $14.41万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $119.61万 | 0.03% | 12,399 | -12,480 | -50.2% | -$120.39万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $119.53万 | 0.03% | 2,935 | -43 | -1.4% | -$1.75万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $119.21万 | 0.03% | 19,740 | 1,499 | 8.2% | $9.05万 | 加仓 |
| IMCG | ISHARES TR | $119.12万 | 0.03% | 15,122 | 253 | 1.7% | $1.99万 | 加仓 |
| NEM | NEWMONT CORP | $119.04万 | 0.03% | 10,996 | -5,394 | -32.9% | -$58.39万 | 减仓 |
| MLPA | GLOBAL X FDS | $119.00万 | 0.03% | 22,091 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.96万 | 0.03% | 70,937 | 24,350 | 52.3% | $40.83万 | 加仓 |
| HEFA | ISHARES TR | $118.78万 | 0.03% | 27,951 | 162 | 0.6% | $6,884 | 加仓 |
| RIO | RIO TINTO PLC | $118.71万 | 0.03% | 12,725 | 6,731 | 112.3% | $62.80万 | 加仓 |
| UTWO | RBB FD INC | $118.44万 | 0.03% | 24,531 | -844 | -3.3% | -$4.08万 | 减仓 |
| IWR | ISHARES TR | $118.36万 | 0.03% | 12,173 | 478 | 4.1% | $4.65万 | 加仓 |
| ADBE | ADOBE INC | $118.01万 | 0.03% | 4,855 | 31 | 0.6% | $7,535 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $117.54万 | 0.03% | 24,021 | 10,411 | 76.5% | $50.94万 | 加仓 |
| — | PROSHARES TR | $117.26万 | 0.03% | 15,583 | 10,562 | 210.4% | $79.48万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $116.97万 | 0.03% | 47,224 | 3,408 | 7.8% | $8.44万 | 重新持有 |
| VCR | VANGUARD WORLD FD | $116.84万 | 0.03% | 3,254 | -455 | -12.3% | -$16.34万 | 减仓 |
| AOM | ISHARES TR | $116.54万 | 0.03% | 24,602 | -100 | -0.4% | -$4,737 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $116.50万 | 0.03% | 27,025 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $115.99万 | 0.03% | 26,525 | 1,960 | 8.0% | $8.57万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $115.99万 | 0.03% | 22,702 | 279 | 1.2% | $1.43万 | 加仓 |
| URI | UNITED RENTALS INC | $114.68万 | 0.03% | 1,574 | -220 | -12.3% | -$16.03万 | 减仓 |
| SANM | SANMINA CORP | $113.68万 | 0.03% | 8,769 | 4,687 | 114.8% | $60.76万 | 加仓 |
| EME | EMCOR GROUP INC | $113.63万 | 0.03% | 1,539 | -1,399 | -47.6% | -$103.29万 | 减仓 |
| IDU | ISHARES TR | $113.41万 | 0.03% | 9,767 | -14,615 | -59.9% | -$169.70万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $113.34万 | 0.03% | 24,656 | 0 | 0.0% | — | 不变 |
| TRIN | TRINITY CAP INC | $113.30万 | 0.03% | 77,026 | -47,670 | -38.2% | -$70.12万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $112.99万 | 0.03% | 5,430 | 1,317 | 32.0% | $27.40万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $112.90万 | 0.03% | 132,976 | -55,580 | -29.5% | -$47.19万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $112.45万 | 0.03% | 93,244 | -3,466 | -3.6% | -$4.18万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $112.08万 | 0.03% | 108,813 | -675 | -0.6% | -$6,952 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $111.88万 | 0.03% | 90,300 | 90,300 | — | $111.88万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $111.55万 | 0.03% | 15,745 | 20 | 0.1% | $1,417 | 加仓 |
| MDT | MEDTRONIC PLC | $111.28万 | 0.02% | 12,843 | -3,187 | -19.9% | -$27.62万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $111.24万 | 0.02% | 30,987 | -3,615 | -10.4% | -$12.98万 | 减仓 |
| IWMI | NEOS ETF TRUST | $111.02万 | 0.02% | 23,422 | 9,092 | 63.4% | $43.10万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $110.41万 | 0.02% | 47,345 | -100,151 | -67.9% | -$233.55万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $110.41万 | 0.02% | 73,359 | 2,033 | 2.9% | $3.06万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $110.27万 | 0.02% | 9,150 | -3,150 | -25.6% | -$37.96万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $109.96万 | 0.02% | 24,517 | 2,815 | 13.0% | $12.63万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $109.24万 | 0.02% | 37,043 | 1,131 | 3.1% | $3.34万 | 加仓 |
| IGLB | ISHARES TR | $109.00万 | 0.02% | 21,962 | 1,437 | 7.0% | $7.13万 | 加仓 |