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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
$1.98B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 68
减持 68
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$24.9M
1,690,306
-1%
增持
MSFT
MICROSOFT CORP
-$20.2M
185,111
+1%
减持
AVGO
BROADCOM INC
-$18.8M
310,121
-6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BND
VANGUARD BD INDEX FDS
+$13.5M
353,289
+109%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$13.5M
299,614
-7%
减持
QQQ
INVESCO QQQ TR
-$11.9M
184,658
-4%
建仓
CORO
BLACKROCK ETF TRUST
+$11.4M
353,597
增持
IWM
ISHARES TR
+$10.9M
84,381
+108%
减持
AAPL
APPLE INC
-$10.3M
492,087
-1%
增持
IJS
ISHARES TR
+$9.5M
108,686
+269%
增持
IJK
ISHARES TR
+$8.8M
100,594
+619%
减持
FSK
FS KKR CAP CORP
-$8.7M
1,396,710
-10%
减持
OEF
ISHARES TR
-$8.3M
5,785
-80%
增持
—
EXXON MOBIL CORP
+$7.7M
96,212
+35%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$7.3M
437,145
+405%
增持
XLE
SELECT SECTOR SPDR TR
+$7.0M
233,796
+43%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$6.9M
89,035
+17%
增持
AMZN
AMAZON COM INC
-$6.7M
383,080
+2%
减持
SLV
ISHARES SILVER TR
-$6.7M
283,261
-30%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.5M
65,393
-62%
增持
ISVL
ISHARES TR
+$6.4M
145,438
+971%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$6.3M
1,156,813
+35%
增持
TOPT
ISHARES TR
+$6.2M
294,826
+315%
减持
META
META PLATFORMS INC
-$6.2M
57,643
-3%
增持
TSLA
TESLA INC
-$5.8M
87,789
+3%
增持
PSEC
PROSPECT CAP CORP
+$5.5M
3,460,351
+155%
增持
CSHI
NEOS ETF TRUST
+$5.5M
132,920
+494%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.4M
53,837
-14%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$5.3M
106,085
-3%
增持
CVX
CHEVRON CORPORATION
+$5.0M
46,563
+53%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.8M
120,478
+158%
增持
GEV
GE VERNOVA INC
+$4.7M
13,582
+24%
减持
GOOG
ALPHABET INC
-$4.6M
141,875
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$4.6M
34,887
-0%
减持
APP
APPLOVIN CORP
-$4.5M
7,291
-33%
增持
OXY
OCCIDENTAL PETE CORP
+$4.4M
72,306
+837%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.0M
196,912
+37%
减持
IYW
ISHARES TR
-$4.0M
22,475
-45%
减持
EFV
ISHARES TR
-$3.9M
109,486
-35%
建仓
BLCR
BLACKROCK ETF TRUST
+$3.7M
89,282
减持
BX
BLACKSTONE INC
-$3.7M
29,729
-35%
减持
SGOV
ISHARES TR
-$3.5M
127,165
-22%
减持
GOOGL
ALPHABET INC
-$3.5M
118,248
-1%
减持
JPM
JPMORGAN CHASE & CO
-$3.3M
41,936
-14%
减持
GOVT
ISHARES TR
-$3.3M
73,318
-66%
增持
RFLR
INNOVATOR ETFS TRUST
+$3.3M
144,770
+356%
减持
LLY
ELI LILLY & CO
-$3.3M
11,615
-10%
建仓
IGEB
ISHARES TR
+$3.2M
71,198
减持
IVW
ISHARES TR
-$3.2M
43,169
-34%
增持
CIEN
CIENA CORP
+$3.2M
12,002
+88%
减持
MU
MICRON TECHNOLOGY INC
+$3.1M
85,275
-5%
增持
IEMG
ISHARES INC
+$3.1M
111,306
+60%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
426,385
+16%
减持
QQQE
DIREXION SHARES ETF TRUST
-$3.0M
174,972
-12%
减持
HOOD
ROBINHOOD MKTS INC
-$2.9M
9,814
-69%
减持
SOFI
SOFI TECHNOLOGIES INC
-$2.9M
93,658
-44%
增持
T
AT&T INC
+$2.9M
206,097
+65%
增持
SNDK
SANDISK CORP
+$2.9M
6,490
+22%
增持
SOXX
ISHARES TR
+$2.8M
31,915
+26%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.8M
22,767
-9%
建仓
INFL
LISTED FDS TR
+$2.8M
53,986
增持
FMDE
FIDELITY COVINGTON TRUST
+$2.7M
90,684
+472%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$2.7M
209,118
+60%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.7M
843,779
+12%
减持
AGNC
AGNC INVT CORP
-$2.6M
692,433
-22%
增持
QFLR
INNOVATOR ETFS TRUST
+$2.6M
122,118
+178%
增持
VOD
VODAFONE GROUP PLC
+$2.5M
976,548
+6%
增持
IVV
ISHARES TR
-$2.5M
94,167
+1%
减持
BIZD
VANECK ETF TRUST
-$2.4M
1,319,469
-3%
增持
XOP
SPDR SERIES TRUST
+$2.4M
15,650
+382%
增持
AMAT
APPLIED MATLS INC
+$2.4M
14,228
+48%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.4M
632,427
+13%
减持
SPHY
SPDR SERIES TRUST
-$2.4M
47,345
-68%
增持
FLRT
PACER FDS TR
+$2.4M
203,383
+36%
减持
IBUF
INNOVATOR ETFS TRUST
-$2.3M
56,337
-59%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$2.3M
130,652
+568%
减持
IAU
ISHARES GOLD TR
-$2.3M
125,483
-24%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
36,778
+41%
增持
ENFR
ALPS ETF TR
+$2.2M
179,948
+21%
增持
VXUS
VANGUARD STAR FDS
+$2.2M
88,038
+45%
减持
IGSB
ISHARES TR
-$2.2M
19,552
-68%
增持
XAGG
MORGAN STANLEY ETF TRUST
+$2.2M
55,271
+386%
增持
WMT
WALMART INC
+$2.2M
163,734
+0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.2M
360,739
+12%
减持
QBUF
INNOVATOR ETFS TRUST
-$2.1M
69,140
-51%
减持
VTI
VANGUARD INDEX FDS
-$2.1M
139,532
-0%
减持
CAT
CATERPILLAR INC
+$2.1M
15,957
-1%
减持
IYH
ISHARES TR
-$2.0M
28,882
-51%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$2.0M
125,226
+12%
增持
XLI
SELECT SECTOR SPDR TR
+$2.0M
42,394
+36%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$2.0M
89,496
减持
SPYI
NEOS ETF TRUST
-$2.0M
173,720
-14%
增持
XLB
SELECT SECTOR SPDR TR
+$2.0M
68,858
+115%
减持
BKNG
BOOKING HOLDINGS INC
-$2.0M
1,294
-7%
建仓
DVYE
ISHARES INC
+$2.0M
57,286
增持
DTH
WISDOMTREE TR
+$1.9M
59,689
+138%
减持
XLC
SELECT SECTOR SPDR TR
-$1.9M
78,820
-13%
减持
V
VISA INC
-$1.9M
31,577
-3%
增持
SPYM
SPDR SERIES TRUST
+$1.9M
452,181
+11%
减持
CION
CION INVT CORP
-$1.9M
44,807
-80%
减持
FNGO
BANK MONTREAL MEDIUM
-$1.9M
35,137
-17%
增持
SHLD
GLOBAL X FDS
+$1.9M
97,668
+25%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$1.8M
177,059
-2%
减持
ZS
ZSCALER INC
-$1.8M
17,663
-8%
减持
DYNF
BLACKROCK ETF TRUST
-$1.8M
247,197
-7%
清仓
ECC
EAGLE POINT CREDIT COMPANY I
-$1.8M
0
-100%
增持
MSTR
STRATEGY INC
-$1.8M
84,224
+4%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$1.8M
28,326
+52%
建仓
FET
FORUM ENERGY TECHNOLOGIES IN
+$1.8M
30,451
减持
BSCX
INVESCO EXCH TRD SLF IDX FD
-$1.8M
205,523
-28%
增持
EMB
ISHARES TR
+$1.8M
36,128
+113%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$1.7M
44,031
+8%
增持
PBR
PETROLEO BRASILEIRO S A
+$1.7M
90,846
+627%
减持
CEG
CONSTELLATION ENERGY CORP
-$1.7M
11,079
-19%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.7M
44,685
+188%
建仓
SECU
BLACKROCK ETF TRUST II
+$1.7M
34,641
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.7M
61,271
-15%
减持
AFRM
AFFIRM HLDGS INC
-$1.7M
16,512
-50%
减持
IYZ
ISHARES TR
-$1.7M
10,632
-83%
减持
QCOM
QUALCOMM INC
-$1.7M
37,946
-1%
减持
EEM
ISHARES TR
-$1.7M
98,599
-26%
增持
XLK
SELECT SECTOR SPDR TR
-$1.6M
221,607
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$1.6M
163,981
-8%
建仓
—
COSTAMARE INC
+$1.6M
95,579
增持
TQQQ
PROSHARES TR
-$1.6M
298,228
+12%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.6M
69,602
+11%
减持
SCCO
SOUTHERN COPPER CORP
-$1.6M
16,495
-46%
减持
ORCL
ORACLE CORP
-$1.5M
25,010
-7%
增持
NFLX
NETFLIX INC.
+$1.5M
169,612
+8%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
11,917
-42%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.5M
18,621
+440%
减持
IDU
ISHARES TR
-$1.5M
9,767
-60%
清仓
PLTY
TIDAL TRUST II
-$1.5M
0
-100%
减持
LITE
LUMENTUM HLDGS INC
+$1.5M
5,940
-18%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
40,317
+12%
减持
IEI
ISHARES TR
-$1.5M
11,014
-53%
增持
IFLR
INNOVATOR ETFS TRUST
+$1.5M
47,126
+163%
建仓
CALM
CAL MAINE FOODS INC
+$1.5M
18,481
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$1.5M
28,731
建仓
RAVI
FLEXSHARES TR
+$1.5M
19,252
减持
SAN
BANCO SANTANDER SA
-$1.4M
41,420
-75%
增持
AGNG
GLOBAL X FDS
+$1.4M
49,879
+421%
增持
SMH
VANECK ETF TRUST
+$1.4M
58,751
+0%
减持
BIL
SPDR SERIES TRUST
-$1.4M
115,148
-12%
增持
—
GRAYSCALE COINDESK CRYPTO
-$1.4M
172,147
+5%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.4M
221,660
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
27,982
+526%
减持
BINC
BLACKROCK ETF TRUST II
-$1.4M
56,016
-31%
减持
GLW
CORNING INC
+$1.4M
29,514
-3%
减持
REAL
THE REALREAL INC
-$1.4M
97,500
-31%
