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Independent Financial Group, LLC

SEC CIK
0000275484
最新申報
2026/7/15

2023 年第 4 季持倉

持倉截至 2023/12/31,2026/6/12 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
950
較 2023 年第 3 季 +52
總值
$18.7 億
較 2023 年第 3 季 +$3.33 億 (+21.7%)
申報日
2026/6/12
SEC
Independent Financial Group, LLC 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock167,590$8,299 萬4.4%+2,157+1.3%加碼歷史
AAPLApple Inc.Stock414,255$7,976 萬4.3%+31,944+8.4%加碼歷史
MSFTMicrosoft CorpStock141,939$5,337 萬2.9%+14,397+11.3%加碼歷史
Invesco QQQ Trust Series I46090E103ETF116,639$4,777 萬2.6%+11,337+10.8%加碼–
AMZNAmazon Com IncStock285,783$4,342 萬2.3%+8,431+3.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF71,673$3,407 萬1.8%+10,088+16.4%加碼歷史
TSLATesla, Inc.Stock112,419$2,793 萬1.5%−1,062−0.9%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF114,427$2,714 萬1.5%+1,333+1.2%加碼–
AVGOBroadcom Inc.Stock20,633$2,303 萬1.2%+1,297+6.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF43,831$2,094 萬1.1%+9,250+26.7%加碼–
FSKFS KKR Capital CorpCOM872,392$1,742 萬0.9%+137,267+18.7%加碼歷史
GOOGAlphabet Inc.Stock122,641$1,728 萬0.9%+1,528+1.3%加碼歷史
BXBlackstone Inc.COM130,281$1,706 萬0.9%−19,162−12.8%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF186,602$1,564 萬0.8%−16,069−7.9%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF292,568$1,521 萬0.8%+83,028+39.6%加碼–
COSTCostco Wholesale CorpStock23,003$1,518 萬0.8%+2,534+12.4%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF76,007$1,463 萬0.8%+3,111+4.3%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF46,253$1,282 萬0.7%+3,461+8.1%加碼–
LLYEli Lilly & CoStock21,307$1,242 萬0.7%+2,261+11.9%加碼歷史
GOOGLAlphabet Inc.Stock79,511$1,111 萬0.6%+8,700+12.3%加碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF229,626$1,103 萬0.6%+181,481+376.9%加碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF212,907$1,063 萬0.6%+42,226+24.7%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF200,833$1,038 萬0.6%+10,713+5.6%加碼–
GLDSPDR Gold TrustETF51,583$986.1 萬0.5%+1,921+3.9%加碼歷史
iShares Tr46428743220 YR TR BD ETF97,703$966.1 萬0.5%+17,050+21.1%加碼–
METAMeta Platforms, Inc.Stock25,764$911.9 萬0.5%−2,602−9.2%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF107,274$910.4 萬0.5%+5,179+5.1%加碼–
ARK Innovation ETF00214Q104ETF168,909$884.6 萬0.5%+38,517+29.5%加碼–
VVisa Inc.Stock32,960$858.1 萬0.5%+2,672+8.8%加碼歷史
Schwab US Dividend Equity ETF808524797ETF112,232$854.4 萬0.5%+21,001+23.0%加碼–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF48,050$843.1 萬0.5%+5,486+12.9%加碼–
AMDAdvanced Micro Devices IncStock56,377$831.1 萬0.4%+12,422+28.3%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER454,875$788.8 萬0.4%+95,866+26.7%加碼–
Exchange Traded Concepts Tru301505624BITWISE CRYPTO678,104$785.9 萬0.4%+170,547+33.6%加碼–
BRK.BBerkshire Hathaway IncStock21,808$777.8 萬0.4%+916+4.4%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR487,406$776.4 萬0.4%+12,567+2.6%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF79,946$730.6 萬0.4%+49,694+164.3%加碼–
BXSLBlackstone Secured Lending FundCOMMON STOCK263,402$728.0 萬0.4%+10,447+4.1%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF23,220$721.9 萬0.4%+2,266+10.8%加碼–
Vanguard S&P 500 ETF922908363ETF16,447$718.4 萬0.4%+1,238+8.1%加碼–
HDHome Depot, Inc.Stock20,436$708.2 萬0.4%+467+2.3%加碼歷史
iShares Tr464288760US AER DEF ETF55,903$707.7 萬0.4%−865−1.5%減碼–
RBB FD Inc74933W452F/M US TREASURY140,934$702.7 萬0.4%+10,046+7.7%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM126,895$697.7 萬0.4%−9,509−7.0%減碼–
CRWDCrowdStrike Holdings, Inc.Stock26,904$686.9 萬0.4%+2,207+8.9%加碼歷史
XOMExxonMobil Holdings CorpCOM68,180$681.7 萬0.4%−695−1.0%減碼歷史
ProShares Tr74347X831ULTRAPRO QQQ132,750$673.0 萬0.4%−26,580−16.7%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF133,635$671.2 萬0.4%+17,059+14.6%加碼–
IAUiShares Gold TrustETF170,657$666.1 萬0.4%−20,424−10.7%減碼歷史
WMTWalmart Inc.Stock41,903$660.6 萬0.4%+13,321+46.6%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK180,134$657.1 萬0.4%−69,360−27.8%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF58,164$649.3 萬0.3%−2,252−3.7%減碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF243,835$647.9 萬0.3%+16,500+7.3%加碼–
QCOMQualcomm IncStock44,176$638.9 萬0.3%−1,486−3.3%減碼歷史
VZVerizon Communications IncStock168,022$633.4 萬0.3%+30,090+21.8%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF75,240$624.2 萬0.3%+13,140+21.2%加碼–
SPDR Series Trust78464A805ST STR PR SP1500106,291$621.3 萬0.3%−488−0.5%減碼–
BKNGBooking Holdings Inc.Stock1,747$619.7 萬0.3%+37+2.2%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF36,318$618.8 萬0.3%+583+1.6%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF56,182$618.7 萬0.3%+11,642+26.1%加碼–
iShares Tr464287150CORE S&P TTL STK57,755$607.8 萬0.3%+7,545+15.0%加碼–
FSCOFS Credit Opportunities Corp.COMMON STOCK1,048,936$594.7 萬0.3%+168,631+19.2%加碼歷史
First Tr Exchng Traded FD VI33740U653FT VEST US EQT187,867$592.9 萬0.3%+3,191+1.7%加碼–
BABoeing CoStock22,377$583.3 萬0.3%+1,568+7.5%加碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF177,775$582.6 萬0.3%+3,492+2.0%加碼–
JPMJPMorgan Chase & CoStock34,017$578.6 萬0.3%+820+2.5%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF42,338$577.4 萬0.3%+17,311+69.2%加碼–
VanEck ETF Trust92189F411BDC INCOME ETF359,205$576.2 萬0.3%+114,724+46.9%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,256$574.9 萬0.3%+3,034+24.8%加碼歷史
ABBVAbbVie Inc.Stock36,359$563.5 萬0.3%−819−2.2%減碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF106,888$560.4 萬0.3%+38,276+55.8%加碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF100,190$539.4 萬0.3%+4,322+4.5%加碼–
PANWPalo Alto Networks IncStock18,086$533.3 萬0.3%+8,722+93.1%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP123,603$525.6 萬0.3%+8,999+7.9%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF93,770$524.2 萬0.3%+31,055+49.5%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF82,688$523.7 萬0.3%+15,750+23.5%加碼–
VanEck Semiconductor ETF92189F676ETF29,375$513.7 萬0.3%+1,597+5.7%加碼–
Global X FDS37954Y475S&P 500 COVERED130,242$513.7 萬0.3%+21,199+19.4%加碼–
Abrdn ETFs003261203BBRG ALL COMMDY167,579$512.6 萬0.3%−1,252−0.7%減碼–
ARCCAres Capital CorpCEF253,771$508.3 萬0.3%−44,763−15.0%減碼歷史
iShares Tr4642874571 3 YR TREAS BD61,181$501.9 萬0.3%+29,960+96.0%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF63,699$497.0 萬0.3%−3,003−4.5%減碼–
UNHUnitedHealth Group IncStock9,303$489.8 萬0.3%+710+8.3%加碼歷史
First Trust Cloud Computing ETF33734X192ETF55,805$489.2 萬0.3%−2,004−3.5%減碼–
ADBEAdobe Inc.Stock8,195$488.9 萬0.3%+1,996+32.2%加碼歷史
CRMSalesforce, Inc.Stock18,558$488.3 萬0.3%−2,957−13.7%減碼歷史
iShares Tr464288687PFD AND INCM SEC155,604$485.3 萬0.3%+8,884+6.1%加碼–
PFLPIMCO Income Strategy FundCOM570,869$481.8 萬0.3%+11,891+2.1%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL94,361$474.6 萬0.3%+35,410+60.1%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF19,467$470.7 萬0.3%−761−3.8%減碼–
iShares Tr464287721U.S. TECH ETF38,188$468.8 萬0.3%+20,136+111.5%加碼–
iShares Core S&P Small Cap ETF464287804ETF43,070$466.2 萬0.2%+19,354+81.6%加碼–
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF148,485$463.9 萬0.2%+122,740+476.8%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW77,705$463.6 萬0.2%+13,311+20.7%加碼–
iShares Semiconductor ETF464287523ETF8,035$462.9 萬0.2%−1,900−19.1%減碼–
AGNCAGNC Investment Corp.REIT465,308$456.5 萬0.2%+371,118+394.0%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF68,035$452.4 萬0.2%+8,896+15.0%加碼–
OBDCBlue Owl Capital CorpCOM304,502$449.4 萬0.2%−3,828−1.2%減碼歷史
iShares Russell 2000 ETF464287655ETF22,162$444.8 萬0.2%+6,044+37.5%加碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG47,162$442.4 萬0.2%−926−1.9%減碼–

2023 年第 3 季之後清倉(76 檔)

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

Independent Financial Group, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
Advisorshares Tr00768Y529DORSY SHRT ETF264,090$242.4 萬0.2%–
ARRArmour Residential REIT, Inc.COM NEW265,624$112.9 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC14,846$111.5 萬0.1%–
iShares Russell 2000 Growth ETF464287648ETF4,281$96.0 萬0.1%–
Sprott FDS Tr85208P808JUNIOR URANIUM33,390$79.0 萬0.1%–
ONOn Semiconductor CorpStock8,074$75.0 萬<0.1%歷史
PLUGPlug Power IncStock90,898$69.1 萬<0.1%歷史
THWabrdn World Healthcare FundBEN INT SHS46,900$55.0 萬<0.1%歷史
TDWTidewater IncCOM7,270$51.7 萬<0.1%歷史
ATVIActivision Blizzard, Inc.COM5,498$51.5 萬<0.1%歷史
JXNJackson Financial Inc.COM CL A13,037$49.8 萬<0.1%歷史
DKNGDraftKings Inc.Stock16,040$47.2 萬<0.1%歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL6,014$46.3 萬<0.1%–
Sprott FDS Tr85208P303URANIUM MINERS E9,711$45.8 萬<0.1%–
VanEck ETF Trust92189H607OIL SERVICES ETF1,323$45.6 萬<0.1%–
AEMAgnico Eagle Mines LtdStock9,960$45.3 萬<0.1%歷史
OIIOceaneering International IncStock17,024$43.8 萬<0.1%歷史
VETVermilion Energy Inc.COM28,797$42.3 萬<0.1%歷史
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC4,606$36.2 萬<0.1%–
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM23,475$35.0 萬<0.1%歷史
RBB FD Inc74933W460US TRSRY 6 MNTH6,849$34.3 萬<0.1%–
HOMBHome Bancshares IncCOM16,190$33.9 萬<0.1%歷史
ProShares Tr74347B201PSHS ULTSH 20YRS8,100$31.8 萬<0.1%–
WFRDWeatherford International plcORD SHS3,350$30.3 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF11,528$29.3 萬<0.1%–
FISVFiserv IncStock2,574$29.1 萬<0.1%歷史
JBLJabil IncStock2,285$29.0 萬<0.1%歷史
STSensata Technologies Holding plcSHS7,325$27.7 萬<0.1%歷史
SGENSeagen Inc.COM1,291$27.4 萬<0.1%歷史
PPIHPerma-Pipe International Holdings, Inc.COM33,275$27.2 萬<0.1%歷史
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF7,316$27.0 萬<0.1%–
iShares Tr464288786U.S. INSRNCE ETF2,870$26.3 萬<0.1%–
First Tr Exchange-Traded Alp33737M201MID CAP VAL FD5,888$26.3 萬<0.1%–
Invesco Exchange Traded FD T46137V753FOOD & BEVERAGE6,065$25.7 萬<0.1%–
YPFYpf Sociedad AnonimaSPON ADR CL D20,924$25.6 萬<0.1%歷史
SPLKSplunk IncCOM1,730$25.3 萬<0.1%歷史
APAAPA CorpStock6,154$25.3 萬<0.1%歷史
Simplify Exchange Traded Fun82889N863VOLATILITY PREM11,211$25.2 萬<0.1%–
Direxion Shs ETF Tr25460G419DAILY MSCI OCT214,109$24.8 萬<0.1%–
BWABorgwarner IncCOM6,115$24.7 萬<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF4,880$24.6 萬<0.1%–
CORTCorcept Therapeutics IncCOM8,825$24.0 萬<0.1%歷史
TRMBTrimble Inc.COM4,362$23.5 萬<0.1%歷史
BNTXBioNTech SESPONSORED ADS2,156$23.4 萬<0.1%歷史
NOVNOV Inc.COM10,581$22.1 萬<0.1%歷史
ABGAsbury Automotive Group IncCOM961$22.1 萬<0.1%歷史
MPMP Materials Corp.COM CL A11,512$22.0 萬<0.1%歷史
TPLTexas Pacific Land CorpStock120$21.9 萬<0.1%歷史
EPAMEPAM Systems, Inc.COM843$21.6 萬<0.1%歷史
BIDUBaidu, Inc.ADR1,593$21.4 萬<0.1%歷史
CEGConstellation Energy CorpStock1,940$21.2 萬<0.1%歷史
ALGNAlign Technology IncCOM685$20.9 萬<0.1%歷史
INMDInMode Ltd.SHS6,840$20.8 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F516FT VEST US EQT6,420$20.7 萬<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,617$20.7 萬<0.1%–
DARDarling Ingredients Inc.COM3,918$20.5 萬<0.1%歷史
SFMSprouts Farmers Market, Inc.COM4,762$20.4 萬<0.1%歷史
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS2,811$20.3 萬<0.1%–
Nuveen PFD & Incm Securties67072C105COM30,130$18.6 萬<0.1%–
Invesco High Income 2023 Tar46135X108COM25,520$17.4 萬<0.1%–
ACNTAscent Industries Co.COM19,000$16.9 萬<0.1%歷史
Nuveen High Income 2023 Targ67079F101COM16,977$16.2 萬<0.1%–
GNKGenco Shipping & Trading LtdSHS11,377$15.9 萬<0.1%歷史
CLFCleveland-Cliffs Inc.COM10,070$15.7 萬<0.1%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS14,479$15.1 萬<0.1%歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS34,599$14.4 萬<0.1%歷史
HQLabrdn Life Sciences InvestorsSH BEN INT10,029$12.5 萬<0.1%歷史
China Automotive Systems Inc/216936R105COM27,050$10.5 萬<0.1%–
QUADQuad/Graphics, Inc.COM CL A20,450$10.3 萬<0.1%歷史
VODVodafone Group Public Ltd CoADR10,808$10.2 萬<0.1%歷史
SIGASiga Technologies IncCOM17,400$9.13 萬<0.1%歷史
QSQuantumScape CorpCOM CL A11,709$7.83 萬<0.1%歷史
DXLGDestination XL Group, Inc.COM12,500$5.60 萬<0.1%歷史
DHXDhi Group, Inc.COM16,800$5.14 萬<0.1%歷史
TMQTrilogy Metals Inc.COM20,606$1.01 萬<0.1%歷史
CGCCanopy Growth CorpCOM10,238$7,974<0.1%歷史