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 |
|---|---|---|---|---|---|---|---|---|
| SPEU | SPDR INDEX SHS FDS | $65.43万 | 0.01% | 12,769 | 1,689 | 15.2% | $8.65万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $65.41万 | 0.01% | 52,750 | -2,500 | -4.5% | -$3.10万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $65.30万 | 0.01% | 5,573 | 1,506 | 37.0% | $17.65万 | 加仓 |
| LYFT | LYFT INC | $64.81万 | 0.01% | 48,732 | 8,292 | 20.5% | $11.03万 | 加仓 |
| PGR | PROGRESSIVE CORP | $64.61万 | 0.01% | 3,259 | -3,146 | -49.1% | -$62.37万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $64.59万 | 0.01% | 21,953 | 21,953 | — | $64.59万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $64.39万 | 0.01% | 1,341 | -784 | -36.9% | -$37.65万 | 减仓 |
| CMF | ISHARES TR | $64.23万 | 0.01% | 11,297 | -6,203 | -35.4% | -$35.27万 | 减仓 |
| EMN | EASTMAN CHEM CO | $63.71万 | 0.01% | 8,348 | 3,638 | 77.2% | $27.77万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $63.67万 | 0.01% | 6,426 | -1,846 | -22.3% | -$18.29万 | 减仓 |
| SYY | SYSCO CORP | $63.55万 | 0.01% | 8,910 | -77 | -0.9% | -$5,492 | 减仓 |
| ALLW | SSGA ACTIVE TR | $63.37万 | 0.01% | 21,966 | 21,966 | — | $63.37万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $63.08万 | 0.01% | 17,831 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $62.49万 | 0.01% | 2,349 | 74 | 3.3% | $1.97万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $62.41万 | 0.01% | 2,339 | 3 | 0.1% | $800 | 加仓 |
| TDV | PROSHARES TR | $62.29万 | 0.01% | 7,354 | -335 | -4.4% | -$2.84万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $62.11万 | 0.01% | 7,850 | -838 | -9.6% | -$6.63万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $61.87万 | 0.01% | 18,479 | 188 | 1.0% | $6,294 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $61.71万 | 0.01% | 10,706 | 470 | 4.6% | $2.71万 | 加仓 |
| AA | ALCOA CORP | $61.59万 | 0.01% | 9,285 | 9,285 | — | $61.59万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $61.29万 | 0.01% | 7,252 | -1,286 | -15.1% | -$10.87万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.24万 | 0.01% | 23,900 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $61.24万 | 0.01% | 4,903 | -446 | -8.3% | -$5.57万 | 减仓 |
| LEN | LENNAR CORP | $61.23万 | 0.01% | 7,051 | 1,158 | 19.7% | $10.06万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $61.16万 | 0.01% | 13,537 | 9,038 | 200.9% | $40.83万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $61.11万 | 0.01% | 12,763 | 7,402 | 138.1% | $35.44万 | 加仓 |
| EAT | BRINKER INTL INC | $61.08万 | 0.01% | 4,278 | -36 | -0.8% | -$5,140 | 减仓 |
| — | ETFIS SER TR I | $61.03万 | 0.01% | 7,348 | 185 | 2.6% | $1.54万 | 加仓 |
| MPC | MARATHON PETE CORP | $61.00万 | 0.01% | 2,498 | 526 | 26.7% | $12.84万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $60.85万 | 0.01% | 5,274 | -1,404 | -21.0% | -$16.20万 | 减仓 |
| KGC | KINROSS GOLD CORP | $60.84万 | 0.01% | 19,934 | 3,004 | 17.7% | $9.17万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $60.77万 | 0.01% | 19,951 | -300 | -1.5% | -$9,138 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $60.65万 | 0.01% | 80,653 | -13,655 | -14.5% | -$10.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $60.58万 | 0.01% | 21,753 | 614 | 2.9% | $1.71万 | 加仓 |
| MDB | MONGODB INC | $60.58万 | 0.01% | 2,475 | -626 | -20.2% | -$15.32万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $60.52万 | 0.01% | 24,925 | 1,464 | 6.2% | $3.55万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.41万 | 0.01% | 4,027 | -411 | -9.3% | -$6.17万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $60.32万 | 0.01% | 20,236 | 20,236 | — | $60.32万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $60.18万 | 0.01% | 7,443 | 385 | 5.5% | $3.11万 | 加仓 |
| IFRA | ISHARES TR | $60.09万 | 0.01% | 10,505 | -15,251 | -59.2% | -$87.24万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $60.07万 | 0.01% | 13,197 | -562 | -4.1% | -$2.56万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $59.95万 | 0.01% | 12,715 | 687 | 5.7% | $3.24万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $59.91万 | 0.01% | 4,381 | 985 | 29.0% | $13.47万 | 加仓 |
| DES | WISDOMTREE TR | $59.71万 | 0.01% | 16,613 | -271 | -1.6% | -$9,740 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $59.67万 | 0.01% | 13,618 | 411 | 3.1% | $1.80万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $59.67万 | 0.01% | 13,857 | -240 | -1.7% | -$1.03万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $59.64万 | 0.01% | 7,845 | 305 | 4.0% | $2.32万 | 加仓 |
| CME | CME GROUP INC | $59.57万 | 0.01% | 2,017 | 293 | 17.0% | $8.65万 | 加仓 |
| TLN | TALEN ENERGY CORP | $59.47万 | 0.01% | 1,863 | -690 | -27.0% | -$22.03万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $59.07万 | 0.01% | 46,841 | 992 | 2.2% | $1.25万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $59.05万 | 0.01% | 8,392 | 10 | 0.1% | $704 | 加仓 |
| HCA | HCA HEALTHCARE INC | $58.97万 | 0.01% | 1,246 | 6 | 0.5% | $2,839 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $58.95万 | 0.01% | 8,255 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $58.88万 | 0.01% | 41,234 | -658 | -1.6% | -$9,396 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $58.82万 | 0.01% | 11,653 | 4,018 | 52.6% | $20.28万 | 加仓 |
| IXUS | ISHARES TR | $58.72万 | 0.01% | 6,777 | 190 | 2.9% | $1.65万 | 加仓 |
| ABNB | AIRBNB INC | $58.70万 | 0.01% | 4,648 | -780 | -14.4% | -$9.85万 | 减仓 |
| FWRD | FORWARD AIR CORP | $58.54万 | 0.01% | 35,035 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $58.12万 | 0.01% | 3,232 | -1,057 | -24.6% | -$19.01万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $58.05万 | 0.01% | 14,217 | -4,536 | -24.2% | -$18.52万 | 减仓 |
| INTU | INTUIT | $57.90万 | 0.01% | 1,339 | -17 | -1.3% | -$7,351 | 减仓 |
| — | PACER FDS TR | $57.78万 | 0.01% | 15,724 | 533 | 3.5% | $1.96万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $57.73万 | 0.01% | 6,252 | -46 | -0.7% | -$4,248 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $57.59万 | 0.01% | 5,089 | 348 | 7.3% | $3.94万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $57.52万 | 0.01% | 23,757 | -15,339 | -39.2% | -$37.14万 | 减仓 |
| FAST | FASTENAL CO | $57.33万 | 0.01% | 12,356 | -21 | -0.2% | -$974 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $57.29万 | 0.01% | 24,722 | -3,448 | -12.2% | -$7.99万 | 减仓 |
| — | BITWISE FUNDS TRUST | $57.13万 | 0.01% | 55,629 | 8,252 | 17.4% | $8.47万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $57.06万 | 0.01% | 12,304 | -30 | -0.2% | -$1,391 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $56.94万 | 0.01% | 34,055 | 120 | 0.4% | $2,006 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $56.73万 | 0.01% | 2,714 | -1,703 | -38.6% | -$35.60万 | 减仓 |
| JNK | SPDR SERIES TRUST | $56.61万 | 0.01% | 5,914 | -367 | -5.8% | -$3.51万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $56.60万 | 0.01% | 15,161 | -71 | -0.5% | -$2,651 | 减仓 |
| CB | CHUBB LTD SWITZ | $56.55万 | 0.01% | 1,735 | -48 | -2.7% | -$1.56万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $56.54万 | 0.01% | 16,460 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $56.35万 | 0.01% | 12,208 | 808 | 7.1% | $3.73万 | 加仓 |
| — | NORTHERN LTS FD TR II | $56.32万 | 0.01% | 19,050 | 595 | 3.2% | $1.76万 | 加仓 |
| RMBS | RAMBUS INC DEL | $56.13万 | 0.01% | 6,525 | -370 | -5.4% | -$3.18万 | 减仓 |
| HUT | HUT 8 CORP | $56.06万 | 0.01% | 11,950 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $55.92万 | 0.01% | 20,363 | -29,795 | -59.4% | -$81.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.32万 | 0.01% | 14,236 | -495 | -3.4% | -$1.92万 | 减仓 |
| NVO | NOVO-NORDISK A S | $55.02万 | 0.01% | 14,971 | -5,335 | -26.3% | -$19.61万 | 减仓 |
| — | SILA REALTY TRUST INC | $54.92万 | 0.01% | 23,194 | 2,942 | 14.5% | $6.97万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $54.92万 | 0.01% | 20,227 | 6,398 | 46.3% | $17.37万 | 加仓 |
| PSMO | PACER FDS TR | $54.86万 | 0.01% | 18,180 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $54.83万 | 0.01% | 8,988 | 553 | 6.6% | $3.37万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $54.81万 | 0.01% | 19,089 | -9,597 | -33.5% | -$27.55万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $54.79万 | 0.01% | 13,219 | 13,219 | — | $54.79万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $54.74万 | 0.01% | 2,021 | 260 | 14.8% | $7.04万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $54.70万 | 0.01% | 14,560 | 85 | 0.6% | $3,193 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $54.68万 | 0.01% | 16,531 | -10,977 | -39.9% | -$36.31万 | 减仓 |
| IVES | WEDBUSH SER TR | $54.65万 | 0.01% | 19,263 | -621 | -3.1% | -$1.76万 | 减仓 |
| OKE | ONEOK INC NEW | $54.51万 | 0.01% | 6,030 | 268 | 4.7% | $2.42万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $54.48万 | 0.01% | 21,288 | 2,617 | 14.0% | $6.70万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $54.41万 | 0.01% | 12,010 | -443 | -3.6% | -$2.01万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $54.35万 | 0.01% | 11,576 | 4,748 | 69.5% | $22.29万 | 加仓 |
| OKTA | OKTA INC | $54.29万 | 0.01% | 6,897 | 2,551 | 58.7% | $20.08万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $54.06万 | 0.01% | 1,797 | 1 | 0.1% | $301 | 加仓 |
| MTB | M & T BK CORP | $54.04万 | 0.01% | 2,614 | 7 | 0.3% | $1,447 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $53.96万 | 0.01% | 11,616 | 1,785 | 18.2% | $8.29万 | 加仓 |