Indie Asset Partners, LLC
CARMEL IN · SEC CIK 0001802244
$8,776.15万2026Q1 申报市值
83持仓数
49.0%前十大占比 · 第一大 9.7%
2 / 2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
AAPL 加仓+$153.87万
PAAA 加仓+$71.74万
DNP 加仓+$59.25万
VEU 加仓+$52.86万
SCHE 加仓+$41.75万
2026Q1 卖出最多 按季末市值估算
USO 减仓-$351.91万
LLY 减仓-$208.05万
DUK 减仓-$166.49万
EXXON MOBIL CORP 减仓-$110.08万
MPC 重新持有-$37.60万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $852.99万 | 9.72% | 9,274 | -2,262 | -19.6% | -$208.05万 | 减仓 |
| AAPL | APPLE INC | $696.70万 | 7.94% | 27,452 | 6,063 | 28.3% | $153.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $659.79万 | 7.52% | 87,855 | 7,038 | 8.7% | $52.86万 | 加仓 |
| PAAA | PGIM ETF TR | $564.31万 | 6.43% | 110,259 | 14,018 | 14.6% | $71.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $302.21万 | 3.44% | 8,164 | 541 | 7.1% | $20.03万 | 加仓 |
| ITA | ISHARES TR | $289.21万 | 3.30% | 13,221 | 886 | 7.2% | $19.38万 | 加仓 |
| VDE | VANGUARD WORLD FD | $256.92万 | 2.93% | 14,847 | -449 | -2.9% | -$7.77万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $240.61万 | 2.74% | 71,460 | 2,575 | 3.7% | $8.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $227.77万 | 2.60% | 13,060 | 95 | 0.7% | $1.66万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $205.57万 | 2.34% | 62,388 | 12,670 | 25.5% | $41.75万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $204.28万 | 2.33% | 21,598 | -488 | -2.2% | -$4.62万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $179.34万 | 2.04% | 61,564 | -2,660 | -4.1% | -$7.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $171.51万 | 1.95% | 55,904 | 2,780 | 5.2% | $8.53万 | 加仓 |
| IYT | ISHARES TR | $158.84万 | 1.81% | 21,292 | 5,520 | 35.0% | $41.18万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $148.66万 | 1.69% | 25,603 | -559 | -2.1% | -$3.25万 | 减仓 |
| AMZN | AMAZON COM INC | $142.96万 | 1.63% | 6,864 | 239 | 3.6% | $4.98万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $138.56万 | 1.58% | 134,520 | 57,520 | 74.7% | $59.25万 | 加仓 |
| GDX | VANECK ETF TRUST | $136.13万 | 1.55% | 14,834 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $131.95万 | 1.50% | 2,020 | -2 | -0.1% | -$1,306 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $122.81万 | 1.40% | 21,109 | 4,445 | 26.7% | $25.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $120.57万 | 1.37% | 4,099 | 136 | 3.4% | $4.00万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $117.96万 | 1.34% | 25,858 | 5,072 | 24.4% | $23.14万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $114.99万 | 1.31% | 11,901 | -375 | -3.1% | -$3.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $106.95万 | 1.22% | 5,169 | 344 | 7.1% | $7.12万 | 加仓 |
| GLD | SPDR GOLD TR | $104.95万 | 1.20% | 2,439 | 47 | 2.0% | $2.02万 | 加仓 |
| AMLP | ALPS ETF TR | $94.49万 | 1.08% | 17,950 | 500 | 2.9% | $2.63万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.40万 | 1.01% | 35,218 | -2,685 | -7.1% | -$6.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $79.83万 | 0.91% | 1,336 | 16 | 1.2% | $9,561 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $76.16万 | 0.87% | 1,171 | -84 | -6.7% | -$5.46万 | 减仓 |
| QUAL | ISHARES TR | $75.19万 | 0.86% | 3,920 | 328 | 9.1% | $6.29万 | 加仓 |
| V | VISA INC | $68.46万 | 0.78% | 2,265 | 876 | 63.1% | $26.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $68.40万 | 0.78% | 1,566 | 200 | 14.6% | $8.74万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $68.32万 | 0.78% | 5,218 | -12,715 | -70.9% | -$166.49万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $65.64万 | 0.75% | 13,584 | 1 | 0.0% | $48 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.14万 | 0.73% | 3,269 | 425 | 14.9% | $8.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.63万 | 0.70% | 1,286 | 34 | 2.7% | $1.63万 | 加仓 |
| TSLA | TESLA INC | $57.03万 | 0.65% | 1,534 | -5 | -0.3% | -$1,859 | 减仓 |
| IJH | ISHARES TR | $52.63万 | 0.60% | 7,793 | 856 | 12.3% | $5.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.35万 | 0.60% | 2,434 | 135 | 5.9% | $2.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $51.16万 | 0.58% | 1,595 | -83 | -4.9% | -$2.66万 | 减仓 |
| GOOGL | ALPHABET INC | $50.81万 | 0.58% | 1,767 | -61 | -3.3% | -$1.75万 | 减仓 |
| IYH | ISHARES TR | $50.58万 | 0.58% | 8,206 | -2,360 | -22.3% | -$14.55万 | 减仓 |
| META | META PLATFORMS INC | $49.66万 | 0.57% | 868 | -115 | -11.7% | -$6.58万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $48.06万 | 0.55% | 36,634 | -6,196 | -14.5% | -$8.13万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $48.04万 | 0.55% | 10,068 | -500 | -4.7% | -$2.39万 | 减仓 |
| EFV | ISHARES TR | $47.96万 | 0.55% | 6,451 | 1,429 | 28.5% | $10.62万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $47.87万 | 0.55% | 16,675 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.35万 | 0.47% | 1,441 | 5 | 0.3% | $1,435 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $41.29万 | 0.47% | 870 | -120 | -12.1% | -$5.69万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.70万 | 0.45% | 16,042 | 2,675 | 20.0% | $6.62万 | 加仓 |
| MCD | MCDONALDS CORP | $38.07万 | 0.43% | 1,225 | -106 | -8.0% | -$3.29万 | 减仓 |
| SHEL | SHELL PLC | $37.80万 | 0.43% | 4,065 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $36.86万 | 0.42% | 2,897 | -27,655 | -90.5% | -$351.91万 | 减仓 |
| — | EXXON MOBIL CORP | $36.79万 | 0.42% | 2,168 | -6,487 | -75.0% | -$110.08万 | 减仓 |
| GE | GE AEROSPACE | $35.16万 | 0.40% | 1,239 | 93 | 8.1% | $2.64万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $34.83万 | 0.40% | 7,496 | 1,902 | 34.0% | $8.84万 | 加仓 |
| SII | SPROTT INC | $34.58万 | 0.39% | 2,420 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $34.33万 | 0.39% | 4,161 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.47万 | 0.37% | 372 | 23 | 6.6% | $2.01万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $32.08万 | 0.37% | 7,175 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $31.93万 | 0.36% | 9,200 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $30.76万 | 0.35% | 7,542 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.59万 | 0.35% | 307 | -7 | -2.2% | -$6,975 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $26.42万 | 0.30% | 3,649 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.09万 | 0.30% | 4,071 | -289 | -6.6% | -$1.85万 | 减仓 |
| MPC | MARATHON PETE CORP | $25.88万 | 0.29% | 1,060 | -1,540 | -59.2% | -$37.60万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $25.88万 | 0.29% | 518 | 518 | — | $25.88万 | 新建仓 |
| IEFA | ISHARES TR | $25.79万 | 0.29% | 2,849 | 94 | 3.4% | $8,510 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $25.70万 | 0.29% | 6,689 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $25.58万 | 0.29% | 375 | -4 | -1.1% | -$2,729 | 减仓 |
| AVGO | BROADCOM INC | $25.29万 | 0.29% | 817 | 68 | 9.1% | $2.10万 | 加仓 |
| VV | VANGUARD INDEX FDS | $24.63万 | 0.28% | 824 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.48万 | 0.28% | 405 | -102 | -20.1% | -$6.16万 | 重新持有 |
| BSM | BLACK STONE MINERALS L P | $23.44万 | 0.27% | 15,500 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $23.09万 | 0.26% | 726 | 25 | 3.6% | $7,952 | 加仓 |
| KO | COCA COLA CO | $22.84万 | 0.26% | 3,003 | -38 | -1.2% | -$2,890 | 减仓 |
| MO | ALTRIA GROUP INC | $22.51万 | 0.26% | 3,412 | -824 | -19.5% | -$5.44万 | 重新持有 |
| WRB | BERKLEY W R CORP | $21.69万 | 0.25% | 3,273 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.00万 | 0.24% | 867 | 47 | 5.7% | $1.14万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $20.28万 | 0.23% | 1,175 | -234 | -16.6% | -$4.04万 | 减仓 |
| KEY | KEYCORP | $20.05万 | 0.23% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $12.23万 | 0.14% | 14,700 | 14,700 | — | $12.23万 | 新建仓 |
| — | ELUTIA INC | $1.32万 | 0.02% | 12,612 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,427 | -100.0% | -$22.00万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -592 | -100.0% | -$20.37万 | 清仓 |