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INDEPENDENT FINANCIAL GROUP, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

INDEPENDENT FINANCIAL GROUP, LLC

报告期 2026-03-31 · CIK 0000275484

持仓数

1,447

前50大市值合计

$1.98B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$294.8M

1,690,306

14.9%

AAPL APPLE INC

COM

$124.9M

492,087

6.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$106.6M

184,658

5.4%

AVGO BROADCOM INC

COM

$96.0M

310,121

4.9%

AMZN AMAZON COM INC

COM

$79.8M

383,080

4.0%

PAAA PGIM ETF TR

AAA CLO ETF

$76.4M

1,493,640

3.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$69.0M

106,085

3.5%

MSFT MICROSOFT CORP

COM

$68.5M

185,111

3.5%

IVV ISHARES TR

CORE S&P500 ETF

$61.5M

94,167

3.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$44.8M

139,532

2.3%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$43.8M

299,614

2.2%

GOOG ALPHABET INC

CAP STK CL C

$40.7M

141,875

2.1%

COST COSTCO WHOLESALE CORPORATION

COM

$34.8M

34,887

1.8%

GLD SPDR GOLD TR

GOLD SHS

$34.7M

80,696

1.8%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$34.6M

452,181

1.8%

GOOGL ALPHABET INC

CAP STK CL A

$34.0M

118,248

1.7%

META META PLATFORMS INC

CL A

$33.0M

57,643

1.7%

TSLA TESLA INC

COM

$32.6M

87,789

1.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$30.1M

89,035

1.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$29.5M

221,607

1.5%

MU MICRON TECHNOLOGY INC

COM

$28.8M

85,275

1.5%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$28.5M

843,779

1.4%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$27.0M

535,660

1.4%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$26.9M

632,427

1.4%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$26.0M

353,289

1.3%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$24.6M

360,739

1.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$24.1M

40,317

1.2%

GARP ISHARES TR

MSCI USA QUALITY

$23.9M

373,937

1.2%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$22.5M

58,751

1.1%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$22.2M

446,756

1.1%

COWZ PACER FDS TR

US CASH COWS 100

$21.8M

349,193

1.1%

IWM ISHARES TR

RUSSELL 2000 ETF

$20.9M

84,381

1.1%

WMT WALMART INC

COM

$20.3M

163,734

1.0%

IJH ISHARES TR

CORE S&P MCP ETF

$19.5M

289,291

1.0%

SLV ISHARES SILVER TR

ISHARES

$19.3M

283,261

1.0%

BPRE BLUEROCK PVT REAL ESTATE FD

COM

$19.2M

1,156,813

1.0%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$18.5M

188,716

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$18.0M

37,626

0.9%

QQQE DIREXION SHARES ETF TRUST

NASDAQ 100 EQ WT

$17.2M

174,972

0.9%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$17.2M

309,893

0.9%

BIZD VANECK ETF TRUST

BDC INCOME ETF

$16.9M

1,319,469

0.9%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$16.5M

418,090

0.8%

— EXXON MOBIL CORP

COM

$16.3M

96,212

0.8%

NFLX NETFLIX INC.

COM

$16.3M

169,612

0.8%

ITOT ISHARES TR

CORE S&P TTL STK

$16.1M

112,955

0.8%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$15.8M

312,515

0.8%

AMD ADVANCED MICRO DEVICES INC

COM

$15.6M

76,703

0.8%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$15.3M

166,544

0.8%

SNTH TIDAL TRUST III

MRP SYNTHEQUITY

$14.9M

566,706

0.8%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$14.8M

57,328

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

NVDA14.9%AAPL6.3%QQQ5.4%AVGO4.9%AMZN4.0%PAAA3.9%