Independence Financial Advisors, LLC
FRANKLIN NH · SEC CIK 0002066080
$3.33亿2026Q1 申报市值
51持仓数
61.2%前十大占比 · 第一大 14.3%
2 / 3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
GLD 加仓+$1,115.10万
FENY 新建仓+$1,080.79万
FELV 加仓+$154.92万
FNCL 加仓+$81.75万
FDIS 加仓+$58.73万
2026Q1 卖出最多 按季末市值估算
IUSG 减仓-$378.87万
IUSV 减仓-$263.42万
FELG 减仓-$139.69万
FTEC 减仓-$114.24万
FIDU 减仓-$55.29万
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 |
|---|---|---|---|---|---|---|---|---|
| FELG | FIDELITY COVINGTON TRUST | $4,774.26万 | 14.33% | 1,273,476 | -37,260 | -2.8% | -$139.69万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $3,468.31万 | 10.41% | 993,502 | 44,378 | 4.7% | $154.92万 | 加仓 |
| IEF | ISHARES TR | $1,960.34万 | 5.88% | 205,401 | 5,766 | 2.9% | $55.03万 | 加仓 |
| IEI | ISHARES TR | $1,936.71万 | 5.81% | 163,298 | 3,786 | 2.4% | $44.90万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,681.28万 | 5.05% | 304,360 | 9,210 | 3.1% | $50.88万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,556.81万 | 4.67% | 74,828 | -5,491 | -6.8% | -$114.24万 | 减仓 |
| TIP | ISHARES TR | $1,339.48万 | 4.02% | 121,374 | 2,755 | 2.3% | $30.40万 | 加仓 |
| ICVT | ISHARES TR | $1,264.04万 | 3.79% | 124,181 | 875 | 0.7% | $8.91万 | 加仓 |
| GLD | SPDR GOLD TR | $1,236.78万 | 3.71% | 28,743 | 25,915 | 916.4% | $1,115.10万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1,160.79万 | 3.48% | 170,404 | 5,765 | 3.5% | $39.27万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $1,146.18万 | 3.44% | 194,038 | -6,056 | -3.0% | -$35.77万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1,141.47万 | 3.43% | 162,602 | 11,645 | 7.7% | $81.75万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,130.00万 | 3.39% | 303,763 | -3,608 | -1.2% | -$13.42万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1,127.46万 | 3.38% | 130,313 | -6,390 | -4.7% | -$55.29万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $1,080.79万 | 3.24% | 317,691 | 317,691 | — | $1,080.79万 | 新建仓 |
| IUSV | ISHARES TR | $950.44万 | 2.85% | 92,953 | -25,762 | -21.7% | -$263.42万 | 减仓 |
| ISTB | ISHARES TR | $757.07万 | 2.27% | 156,225 | 2,201 | 1.4% | $10.67万 | 加仓 |
| SHY | ISHARES TR | $750.65万 | 2.25% | 90,911 | 2,462 | 2.8% | $20.33万 | 加仓 |
| IJK | ISHARES TR | $674.27万 | 2.02% | 67,012 | 1,042 | 1.6% | $10.48万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $635.43万 | 1.91% | 68,136 | 6,297 | 10.2% | $58.73万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $631.73万 | 1.90% | 274,667 | 12,165 | 4.6% | $27.98万 | 加仓 |
| IUSG | ISHARES TR | $620.78万 | 1.86% | 40,022 | -24,426 | -37.9% | -$378.87万 | 减仓 |
| IJT | ISHARES TR | $442.04万 | 1.33% | 30,547 | 1,098 | 3.7% | $15.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $301.83万 | 0.91% | 9,408 | 30 | 0.3% | $9,625 | 加仓 |
| VOO | VANGUARD INDEX FDS | $158.67万 | 0.48% | 2,655 | 8 | 0.3% | $4,781 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $128.85万 | 0.39% | 18,313 | 6 | 0.0% | $422 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.69万 | 0.35% | 3,967 | -312 | -7.3% | -$9.18万 | 减仓 |
| — | EXXON MOBIL CORP | $91.95万 | 0.28% | 5,419 | 518 | 10.6% | $8.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $85.29万 | 0.26% | 3,966 | 15 | 0.4% | $3,226 | 加仓 |
| AAPL | APPLE INC | $84.58万 | 0.25% | 3,333 | -1,999 | -37.5% | -$50.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $83.09万 | 0.25% | 2,245 | -368 | -14.1% | -$13.62万 | 减仓 |
| AVGO | BROADCOM INC | $63.30万 | 0.19% | 2,045 | -77 | -3.6% | -$2.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.94万 | 0.19% | 1,313 | -55 | -4.0% | -$2.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.21万 | 0.18% | 3,085 | 113 | 3.8% | $2.17万 | 加仓 |
| CRH | CRH PLC | $56.13万 | 0.17% | 5,340 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $56.03万 | 0.17% | 2,710 | 2 | 0.1% | $413 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $53.73万 | 0.16% | 8,005 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $43.74万 | 0.13% | 1,330 | -291 | -18.0% | -$9.57万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $42.86万 | 0.13% | 5,698 | 35 | 0.6% | $2,632 | 加仓 |
| WMT | WALMART INC | $40.30万 | 0.12% | 3,243 | -336 | -9.4% | -$4.18万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $37.75万 | 0.11% | 4,046 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.46万 | 0.11% | 1,285 | 24 | 1.9% | $6,809 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.97万 | 0.09% | 6,170 | 759 | 14.0% | $3.81万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $30.53万 | 0.09% | 11,345 | 3 | 0.0% | $81 | 加仓 |
| RTX | RTX CORPORATION | $30.36万 | 0.09% | 1,574 | 311 | 24.6% | $6.00万 | 加仓 |
| T | AT&T INC | $29.38万 | 0.09% | 10,135 | 912 | 9.9% | $2.64万 | 加仓 |
| GEV | GE VERNOVA INC | $28.07万 | 0.08% | 322 | 7 | 2.2% | $6,101 | 加仓 |
| STIP | ISHARES TR | $27.05万 | 0.08% | 2,615 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.73万 | 0.08% | 897 | 51 | 6.0% | $1.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $24.01万 | 0.07% | 416 | 416 | — | $24.01万 | 新建仓 |
| TSLA | TESLA INC | $21.93万 | 0.07% | 590 | -4 | -0.7% | -$1,487 | 减仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -2,084 | -100.0% | -$38.88万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -296 | -100.0% | -$22.34万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -572 | -100.0% | -$20.07万 | 清仓 |