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Independence Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Independence Financial Advisors, LLC

报告期 2026-03-31 · CIK 0002066080

持仓数

51

前50大市值合计

$333.0M

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*

FELG FIDELITY COVINGTON TRUST

ENHANCED LARGE

$47.7M

1,273,476

14.3%

FELV FIDELITY COVINGTON TRUST

ENHANCED LARGE

$34.7M

993,502

10.4%

IEF ISHARES TR

7-10 YR TRSY BD

$19.6M

205,401

5.9%

IEI ISHARES TR

3 7 YR TREAS BD

$19.4M

163,298

5.8%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$16.8M

304,360

5.0%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$15.6M

74,828

4.7%

TIP ISHARES TR

TIPS BD ETF

$13.4M

121,374

4.0%

ICVT ISHARES TR

CONV BD ETF

$12.6M

124,181

3.8%

GLD SPDR GOLD TR

GOLD SHS

$12.4M

28,743

3.7%

FCOM FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC

$11.6M

170,404

3.5%

FUTY FIDELITY COVINGTON TRUST

MSCI UTILS INDEX

$11.5M

194,038

3.4%

FNCL FIDELITY COVINGTON TRUST

MSCI FINLS IDX

$11.4M

162,602

3.4%

FENI FIDELITY COVINGTON TRUST

ENHANCED INTL

$11.3M

303,763

3.4%

FIDU FIDELITY COVINGTON TRUST

MSCI INDL INDX

$11.3M

130,313

3.4%

FENY FIDELITY COVINGTON TRUST

MSCI ENERGY IDX

$10.8M

317,691

3.2%

IUSV ISHARES TR

CORE S&P US VLU

$9.5M

92,953

2.9%

ISTB ISHARES TR

CORE 1 5 YR USD

$7.6M

156,225

2.3%

SHY ISHARES TR

1 3 YR TREAS BD

$7.5M

90,911

2.3%

IJK ISHARES TR

S&P MC 400GR ETF

$6.7M

67,012

2.0%

FDIS FIDELITY COVINGTON TRUST

MSCI CONSM DIS

$6.4M

68,136

1.9%

FLBL FRANKLIN TEMPLETON ETF TR

SENIOR LOAN ETF

$6.3M

274,667

1.9%

IUSG ISHARES TR

CORE S&P US GWT

$6.2M

40,022

1.9%

IJT ISHARES TR

S&P SML 600 GWT

$4.4M

30,547

1.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.0M

9,408

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.6M

2,655

0.5%

FHLC FIDELITY COVINGTON TRUST

MSCI HLTH CARE I

$1.3M

18,313

0.4%

JPM JPMORGAN CHASE & CO

COM

$1.2M

3,967

0.4%

— EXXON MOBIL CORP

COM

$919.5K

5,419

0.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$852.9K

3,966

0.3%

AAPL APPLE INC

COM

$845.8K

3,333

0.3%

MSFT MICROSOFT CORP

COM

$830.9K

2,245

0.2%

AVGO BROADCOM INC

COM

$633.0K

2,045

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$629.4K

1,313

0.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$592.1K

3,085

0.2%

— CRH PLC

ORD

$561.3K

5,340

0.2%

MTB M & T BK CORP

COM

$560.3K

2,710

0.2%

JHMM JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI

$537.3K

8,005

0.2%

HD HOME DEPOT INC

COM

$437.4K

1,330

0.1%

INDB INDEPENDENT BK CORP MASS

COM

$428.6K

5,698

0.1%

WMT WALMART INC

COM

$403.0K

3,243

0.1%

TD TORONTO DOMINION BK ONT

COM NEW

$377.5K

4,046

0.1%

GE GE AEROSPACE

COM NEW

$364.6K

1,285

0.1%

VZ VERIZON COMMUNICATIONS INC

COM

$309.7K

6,170

0.1%

FREL FIDELITY COVINGTON TRUST

MSCI RL EST ETF

$305.3K

11,345

0.1%

RTX RTX CORPORATION

COM

$303.6K

1,574

0.1%

T AT&T INC

COM

$293.8K

10,135

0.1%

GEV GE VERNOVA INC

COM

$280.7K

322

0.1%

STIP ISHARES TR

0-5 YR TIPS ETF

$270.5K

2,615

0.1%

GOOG ALPHABET INC

CAP STK CL C

$257.3K

897

0.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$240.1K

416

0.1%

* 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

46%前 6 大占比

FELG14.3%FELV10.4%IEF5.9%IEI5.8%FDVV5.0%FTEC4.7%