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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $108.79万 | 0.02% | 20,121 | -420 | -2.0% | -$2.27万 | 减仓 |
| PULS | PGIM ETF TR | $108.35万 | 0.02% | 21,889 | -4,341 | -16.5% | -$21.49万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $108.01万 | 0.02% | 35,919 | -468 | -1.3% | -$1.41万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $107.56万 | 0.02% | 33,601 | -12,849 | -27.7% | -$41.13万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $107.28万 | 0.02% | 981 | -440 | -31.0% | -$48.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $106.91万 | 0.02% | 42,108 | 1,982 | 4.9% | $5.03万 | 加仓 |
| QXO | QXO INC | $106.86万 | 0.02% | 55,025 | 425 | 0.8% | $8,254 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $106.63万 | 0.02% | 5,716 | 59 | 1.0% | $1.10万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $106.54万 | 0.02% | 6,959 | 3,792 | 119.7% | $58.06万 | 加仓 |
| TFLO | ISHARES TR | $106.53万 | 0.02% | 21,040 | -4,675 | -18.2% | -$23.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $106.44万 | 0.02% | 57,020 | 57,020 | — | $106.44万 | 新建仓 |
| AGX | ARGAN INC | $105.83万 | 0.02% | 1,943 | -64 | -3.2% | -$3.49万 | 减仓 |
| CVS | CVS HEALTH CORP | $104.77万 | 0.02% | 14,589 | -2,745 | -15.8% | -$19.71万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $104.18万 | 0.02% | 42,715 | -21,187 | -33.2% | -$51.68万 | 减仓 |
| XAR | SPDR SERIES TRUST | $104.13万 | 0.02% | 4,100 | 287 | 7.5% | $7.29万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $103.49万 | 0.02% | 20,911 | 3,209 | 18.1% | $15.88万 | 加仓 |
| SON | SONOCO PRODS CO | $103.18万 | 0.02% | 19,076 | -2,500 | -11.6% | -$13.52万 | 减仓 |
| VEEV | VEEVA SYS INC | $103.02万 | 0.02% | 5,865 | -1,099 | -15.8% | -$19.31万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $102.93万 | 0.02% | 18,778 | 467 | 2.6% | $2.56万 | 加仓 |
| IGSB | ISHARES TR | $102.76万 | 0.02% | 19,552 | -41,099 | -67.8% | -$216.01万 | 减仓 |
| PTLC | PACER FDS TR | $102.44万 | 0.02% | 19,527 | -1,875 | -8.8% | -$9.84万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $101.53万 | 0.02% | 5,002 | 711 | 16.6% | $14.43万 | 加仓 |
| IWD | ISHARES TR | $101.47万 | 0.02% | 4,749 | 10 | 0.2% | $2,137 | 加仓 |
| FEGE | RBB FUND TRUST | $101.13万 | 0.02% | 21,518 | 2,446 | 12.8% | $11.50万 | 加仓 |
| IWO | ISHARES TR | $99.82万 | 0.02% | 3,181 | -60 | -1.9% | -$1.88万 | 减仓 |
| CSX | CSX CORP | $99.67万 | 0.02% | 24,281 | 1,422 | 6.2% | $5.84万 | 加仓 |
| DGRW | WISDOMTREE TR | $99.65万 | 0.02% | 11,345 | -224 | -1.9% | -$1.97万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $99.42万 | 0.02% | 107,950 | 7,542 | 7.5% | $6.95万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $99.30万 | 0.02% | 67,595 | -11,471 | -14.5% | -$16.85万 | 减仓 |
| AZO | AUTOZONE INC | $98.63万 | 0.02% | 292 | 2 | 0.7% | $6,756 | 加仓 |
| XBI | SPDR SERIES TRUST | $98.41万 | 0.02% | 7,705 | -1,024 | -11.7% | -$13.08万 | 减仓 |
| IXN | ISHARES TR | $98.25万 | 0.02% | 9,828 | 328 | 3.5% | $3.28万 | 加仓 |
| NTRA | NATERA INC | $98.18万 | 0.02% | 4,909 | -3,366 | -40.7% | -$67.32万 | 减仓 |
| SYK | STRYKER CORPORATION | $98.12万 | 0.02% | 2,986 | 9 | 0.3% | $2,957 | 加仓 |
| ITB | ISHARES TR | $97.99万 | 0.02% | 10,822 | -557 | -4.9% | -$5.04万 | 减仓 |
| TTEQ | T ROWE PRICE ETF INC | $97.43万 | 0.02% | 32,200 | 32,200 | — | $97.43万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $97.27万 | 0.02% | 4,317 | -525 | -10.8% | -$11.83万 | 减仓 |
| MP | MP MATERIALS CORP | $96.55万 | 0.02% | 20,006 | 1,471 | 7.9% | $7.10万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $96.40万 | 0.02% | 15,375 | -675 | -4.2% | -$4.23万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $96.25万 | 0.02% | 18,211 | 287 | 1.6% | $1.52万 | 加仓 |
| APH | AMPHENOL CORP | $96.08万 | 0.02% | 7,605 | -7,385 | -49.3% | -$93.30万 | 减仓 |
| POWL | POWELL INDS INC | $95.66万 | 0.02% | 1,768 | -896 | -33.6% | -$48.48万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $95.50万 | 0.02% | 24,226 | -12,463 | -34.0% | -$49.13万 | 减仓 |
| BIIB | BIOGEN INC | $95.29万 | 0.02% | 5,198 | -616 | -10.6% | -$11.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $94.97万 | 0.02% | 44,271 | -23,267 | -34.5% | -$49.91万 | 减仓 |
| KRE | SPDR SERIES TRUST | $94.78万 | 0.02% | 14,548 | -4,764 | -24.7% | -$31.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $94.68万 | 0.02% | 50,010 | 12,000 | 31.6% | $22.72万 | 加仓 |
| SIL | GLOBAL X FDS | $94.55万 | 0.02% | 10,496 | 3,633 | 52.9% | $32.73万 | 加仓 |
| FRDM | EA SERIES TRUST | $94.12万 | 0.02% | 17,222 | 17,222 | — | $94.12万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $93.67万 | 0.02% | 15,620 | -2,580 | -14.2% | -$15.47万 | 减仓 |
| IRM | IRON MTN INC DEL | $93.41万 | 0.02% | 9,145 | -171 | -1.8% | -$1.75万 | 减仓 |
| CCL | CARNIVAL CORP | $93.35万 | 0.02% | 36,069 | -992 | -2.7% | -$2.57万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $93.25万 | 0.02% | 19,298 | 754 | 4.1% | $3.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $93.19万 | 0.02% | 31,818 | -32,413 | -50.5% | -$94.94万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $92.83万 | 0.02% | 8,331 | -945 | -10.2% | -$10.53万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $92.19万 | 0.02% | 23,386 | 500 | 2.2% | $1.97万 | 加仓 |
| VST | VISTRA CORP | $92.11万 | 0.02% | 6,128 | 1,198 | 24.3% | $18.01万 | 加仓 |
| WY | WEYERHAEUSER CO | $91.78万 | 0.02% | 37,568 | 28,863 | 331.6% | $70.51万 | 重新持有 |
| VFLO | VICTORY PORTFOLIOS II | $91.72万 | 0.02% | 23,232 | -20,994 | -47.5% | -$82.88万 | 减仓 |
| — | STRATEGY INC | $91.70万 | 0.02% | 12,970 | 300 | 2.4% | $2.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $91.07万 | 0.02% | 26,844 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $90.95万 | 0.02% | 9,080 | -121 | -1.3% | -$1.21万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $90.69万 | 0.02% | 12,467 | 12,467 | — | $90.69万 | 新建仓 |
| JULW | AIM ETF PRODUCTS TRUST | $90.57万 | 0.02% | 23,337 | 2,958 | 14.5% | $11.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $90.55万 | 0.02% | 27,004 | 315 | 1.2% | $1.06万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $90.53万 | 0.02% | 35,102 | -240 | -0.7% | -$6,190 | 减仓 |
| KKR | KKR & CO INC | $90.03万 | 0.02% | 9,732 | 3,212 | 49.3% | $29.71万 | 加仓 |
| COKE | COCA COLA CONS INC | $89.98万 | 0.02% | 4,693 | -22 | -0.5% | -$4,218 | 减仓 |
| KWEB | KRANESHARES TRUST | $89.76万 | 0.02% | 31,571 | -7,561 | -19.3% | -$21.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $89.31万 | 0.02% | 34,751 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $89.27万 | 0.02% | 1,626 | 470 | 40.7% | $25.80万 | 加仓 |
| REAL | THE REALREAL INC | $88.53万 | 0.02% | 97,500 | -44,237 | -31.2% | -$40.17万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $88.45万 | 0.02% | 47,000 | -900 | -1.9% | -$1.69万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $88.01万 | 0.02% | 80,891 | -3,382 | -4.0% | -$3.68万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $87.67万 | 0.02% | 4,302 | 827 | 23.8% | $16.85万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $87.04万 | 0.02% | 5,647 | -608 | -9.7% | -$9.37万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $86.75万 | 0.02% | 65,235 | 2,073 | 3.3% | $2.76万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $86.63万 | 0.02% | 42,418 | 516 | 1.2% | $1.05万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $86.62万 | 0.02% | 3,148 | -174 | -5.2% | -$4.79万 | 减仓 |
| — | NEOS ETF TRUST | $86.53万 | 0.02% | 26,396 | 21,396 | 427.9% | $70.14万 | 重新持有 |
| IUSV | ISHARES TR | $85.83万 | 0.02% | 8,394 | 411 | 5.1% | $4.20万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $85.58万 | 0.02% | 9,267 | -1,209 | -11.5% | -$11.17万 | 减仓 |
| ESGU | ISHARES TR | $85.46万 | 0.02% | 6,043 | 423 | 7.5% | $5.98万 | 加仓 |
| ECOW | PACER FDS TR | $84.95万 | 0.02% | 31,851 | 2,319 | 7.9% | $6.18万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $84.55万 | 0.02% | 43,670 | 11,221 | 34.6% | $21.72万 | 加仓 |
| ZECP | ZACKS TRUST | $84.45万 | 0.02% | 24,963 | 3,160 | 14.5% | $10.69万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $84.36万 | 0.02% | 9,973 | 9,973 | — | $84.36万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $84.22万 | 0.02% | 1,090 | -97 | -8.2% | -$7.49万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.18万 | 0.02% | 2,933 | 282 | 10.6% | $8.09万 | 加仓 |
| — | PACER FDS TR | $83.99万 | 0.02% | 30,842 | 30,842 | — | $83.99万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $83.69万 | 0.02% | 11,131 | 123 | 1.1% | $9,248 | 加仓 |
| FTI | TECHNIPFMC PLC | $83.44万 | 0.02% | 12,070 | 12,070 | — | $83.44万 | 新建仓 |
| QLC | FLEXSHARES TR | $82.92万 | 0.02% | 10,609 | 10,609 | — | $82.92万 | 新建仓 |
| SBR | SABINE RTY TR | $82.90万 | 0.02% | 11,004 | 1,007 | 10.1% | $7.59万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $82.70万 | 0.02% | 48,449 | -1,119 | -2.3% | -$1.91万 | 减仓 |
| XYLD | GLOBAL X FDS | $82.50万 | 0.02% | 21,084 | -5,522 | -20.8% | -$21.61万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $82.20万 | 0.02% | 19,313 | 19,313 | — | $82.20万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $81.37万 | 0.02% | 6,788 | -1,620 | -19.3% | -$19.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.34万 | 0.02% | 31,850 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $81.29万 | 0.02% | 13,902 | -1,960 | -12.4% | -$11.46万 | 减仓 |