IF

Independent Financial Group, LLC

分散型投資策略產業集中型趨勢追蹤型

申報總市值

US$44.6億

申報季度: 2026-03-31 · 持股檔數: 1447

INDEPENDENT FINANCIAL GROUP, LLC在最新一期 13F 報告中揭露了 1447 項持股，申報期為 2026-03-31，總持股市值約為 US$44.6億，季度換手率為 20.2%。

機構性格雪花圖

集中度
3.8
持倉穩定性
20.18
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
64.29

近期動向

  • 減碼 NVDA

    -1.4%　-US$2491.3萬

  • 減碼 MSFT

    +0.9%　-US$2023.5萬

  • 減碼 AVGO

    -6.5%　-US$1875.9萬

  • 加碼 BND

    +109.1%　US$1350.3萬

  • 減碼 PLTR

    -7.1%　-US$1348.7萬

  • 減碼 QQQ

    -4.2%　-US$1187.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技6.61%-0.52%-1.40%
2AAPLApple INC股票-科技2.80%-0.22%-1.07%
3QQQInvesco Qqq Trust Series 1ETF-科技型2.39%-0.25%-4.23%
4AVGOBroadcom INC股票-科技2.15%-0.41%-6.46%
5AMZNAmazon.com INC股票-循環性消費1.79%-0.14%+2.22%
6PAAAPgim Aaa Clo ETFETF-其他1.71%—+0.61%
7SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.55%-0.11%-2.66%
8MSFTMicrosoft CORP股票-科技1.54%-0.44%+0.86%
9IVVIshares Core S&p 500 ETFETF-大型股與成長1.38%—+0.81%
10VTIVanguard Total Stock Mkt ETFETF-其他1.00%—-0.17%
11PLTRPalantir Technologies Inc-a股票-科技0.98%-0.30%-7.08%
12GOOGAlphabet Inc-cl C股票-通訊服務0.91%-0.10%-1.75%
13COSTCostco Wholesale CORP股票-非循環性消費0.78%+0.11%-0.30%
14GLDSpdr Gold SharesETF-避險與商品0.78%—-5.11%
15SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長0.78%—+10.94%
16GOOGLAlphabet Inc-cl A股票-通訊服務0.76%-0.08%-1.39%
17METAMeta Platforms Inc-class A股票-通訊服務0.74%-0.13%-2.85%
18TSLATesla INC股票-循環性消費0.73%-0.13%+2.78%
19TSMTaiwan Semiconductor-sp Adr股票-科技0.68%+0.16%+16.62%
20XLKSs Technology Select SectorETF-科技型0.66%—+2.59%
21MUMicron Technology INC股票-科技0.65%—-5.35%
22BUFRFt Vest Lad Buffervetf-usd IETF-其他0.64%—+11.86%
23JAAAJanus Henderson Aaa Clo ETFETF-其他0.61%—-0.29%
24CGDVCap Group Dividend ValueETF-其他0.60%—+12.60%
25BNDVanguard Total Bond MarketETF-其他0.58%+0.30%+109.12%
26RDVYFirst Trust Rising DividendETF-其他0.55%—+11.53%
27VOOVanguard S&p 500 ETFETF-大型股與成長0.54%—+11.87%
28GARPIshares Msci USA Quality GarETF-其他0.54%—+1.01%
29SMHVaneck Semiconductor ETFETF-其他0.51%—+0.21%
30QQQINeos Nasdaq-100 High INC ETFETF-科技型0.50%—+3.08%
31COWZPacer US Cash Cows 100 ETFETF-其他0.49%—-5.61%
32IWMIshares Russell 2000 ETFETF-中小型股0.47%+0.25%+107.52%
33WMTWalmart INC股票-非循環性消費0.46%—+0.33%
34IJHIshares Core S&p Midcap ETFETF-其他0.44%—-2.54%
35SLVIshares Silver TrustETF-避險與商品0.43%-0.15%-29.80%
36BPREBluerock Private Real Estate股票-金融0.43%+0.14%+34.70%
37SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.41%—+6.74%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.40%—+0.87%
39QQQEDirx Nasdaq-100eq Wi Etf-usdETF-科技型0.39%—-11.50%
40JEPQJPM Nasdaq Equity PremiumETF-科技型0.39%—-2.66%
41BIZDVaneck Bdc Income ETFETF-其他0.38%—-3.21%
42SDVYFirst Trust Smid Cap RisingETF-其他0.37%—+4.30%
43XOMExxon Mobil CORP股票-能源0.37%+0.18%+34.99%
44NFLXNetflix INC股票-通訊服務0.37%—+7.67%
45ITOTIshares Core S&p Total U.s.ETF-其他0.36%—+6.32%
46JPSTJpmorgan Ultra-short IncomeETF-其他0.35%—-3.52%
47AMDAdvanced Micro Devices股票-科技0.35%—+0.93%
48GDXVaneck Gold Miners ETFETF-避險與商品0.34%—-13.55%
49SNTHMrp Synthequity ETFETF-其他0.33%—-1.79%
50VOTVanguard Mid-cap Growth ETFETF-其他0.33%—+0.87%
1–50 of 1,447

本季持股變動

Independent Financial Group, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Investment Grade Sys (IGEB); 減碼: Nvidia CORP (NVDA) — 股數 -1.40%; 加碼: Microsoft CORP (MSFT) — 股數 +0.86%.

Independent Financial Group, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1BNDVanguard Total Bond Market+0.3%+109.12%加碼
2IWMIshares Russell 2000 ETF+0.3%+107.52%加碼
3IJSIshares S&p Small-cap 600 Va+0.2%+269.42%加碼
4IJKIshares S&p Mid-cap 400 Grow+0.2%+619.30%加碼
5XOMExxon Mobil CORP+0.2%+34.99%加碼
6FTCBFt Core Investment Grade ETF+0.2%+404.65%加碼
7XLESs Energy Select Sector+0.2%+43.22%加碼
8TSMTaiwan Semiconductor-sp Adr+0.2%+16.62%加碼
9ISVLIshares International Develo+0.2%+970.97%加碼
10BPREBluerock Private Real Estate+0.1%+34.70%加碼
11TOPTIshares Top 20 US Stocks ETF+0.1%+314.58%加碼
12CSHINeos Enhanced Income 1-3 Mon+0.1%+494.16%加碼
13PSECProspect Capital CORP+0.1%+155.40%加碼
14CVXChevron CORP+0.1%+53.32%加碼
15VEAVanguard Ftse Developed ETF+0.1%+158.45%加碼
16GEVGE Vernova INC+0.1%+23.68%加碼
17COSTCostco Wholesale CORP+0.1%-0.30%減碼
18OXYOccidental Petroleum CORP+0.1%+837.09%加碼
19VZVerizon Communications INC+0.1%+37.40%加碼
20RFLRInnovator US S Cap Mng F ETF+0.1%+355.90%加碼
21CIENCiena CORP+0.1%+87.56%加碼
22SGOVIshares 0-3 Month Treasury B-0.1%-21.91%減碼
23JPMJpmorgan Chase & Co-0.1%-13.66%減碼
24GOVTIshares US Treasury Bond ETF-0.1%-66.10%減碼
25LLYEli Lilly & Co-0.1%-10.48%減碼
26IVWIshares S&p 500 Growth ETF-0.1%-34.02%減碼
27BXBlackstone INC-0.1%-35.29%減碼
28GOOGLAlphabet Inc-cl A-0.1%-1.39%減碼
29APPApplovin Corp-class A-0.1%-33.44%減碼
30IYWIshares Ustechnology ETF-0.1%-44.61%減碼
31EFVIshares Msci Eafe Value ETF-0.1%-34.87%減碼
32GOOGAlphabet Inc-cl C-0.1%-1.75%減碼
33SPYSs Spdr S&p 500 ETF Trust-us-0.1%-2.66%減碼
34IBMIntl Business Machines CORP-0.1%-13.58%減碼
35METAMeta Platforms Inc-class A-0.1%-2.85%減碼
36TSLATesla INC-0.1%+2.78%加碼
37AMZNAmazon.com INC-0.1%+2.22%加碼
38FTSMFirst Trust Enh Short Mat Fd-0.1%-62.49%減碼
39SLVIshares Silver Trust-0.2%-29.80%減碼
40FSKFs Kkr Capital CORP-0.2%-9.82%減碼
41OEFIshares S&p 100 ETF-0.2%-80.35%減碼
42AAPLApple INC-0.2%-1.07%減碼
43QQQInvesco Qqq Trust Series 1-0.3%-4.23%減碼
44PLTRPalantir Technologies Inc-a-0.3%-7.08%減碼
45AVGOBroadcom INC-0.4%-6.46%減碼
46MSFTMicrosoft CORP-0.4%+0.86%加碼
47NVDANvidia CORP-0.5%-1.40%減碼
48COROIsh Intl Ctry Rot Act ETF—NEW新建倉
49BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
50IGEBIshares Investment Grade Sys—NEW新建倉

FAQ

Independent Financial Group, LLC 是什麼機構？屬於哪種投資人類型？
Independent Financial Group, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$44.6億，分佈在 1447 個已申報部位之中。
Independent Financial Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Independent Financial Group, LLC 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$2.9億 (6.6%) 2. Apple INC (AAPL) — US$1.2億 (2.8%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$1.1億 (2.4%) 4. Broadcom INC (AVGO) — US$9598.5萬 (2.1%) 5. Amazon.com INC (AMZN) — US$7978.4萬 (1.8%)
Independent Financial Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Independent Financial Group, LLC 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 23 個既有持股、減碼 24 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Investment Grade Sys (IGEB); 減碼: Nvidia CORP (NVDA) — 股數 -1.40%; 加碼: Microsoft CORP (MSFT) — 股數 +0.86%
Independent Financial Group, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Independent Financial Group, LLC 的主要板塊分佈如下： • Information Technology: 56.6% • Consumer Discretionary: 10.5% • Communication Services: 10.2% • Financials: 5.2% • Consumer Staples: 5.2% • Industrials: 4.7%