INDEPENDENT FINANCIAL GROUP, LLC
SAN DIEGO CA · SEC CIK 0000275484
$53.48亿2026Q2 申报市值
1,546持仓数
23.7%前十大占比 · 第一大 6.4%
193 / 109新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$2,975.88万
IVV 加仓+$2,087.08万
SNDK 加仓+$2,084.10万
MRVL 加仓+$1,366.04万
SOXX 加仓+$1,263.57万
2026Q2 卖出最多 按季末市值估算
PAAA 减仓-$2,513.58万
JAAA 减仓-$1,555.20万
BIZD 减仓-$1,458.71万
PLTR 减仓-$1,299.87万
JBBB 减仓-$1,167.85万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XCEM | COLUMBIA ETF TR II | $85.77万 | 0.02% | 16,220 | -42 | -0.3% | -$2,221 | 减仓 |
| SIL | GLOBAL X FDS | $86.17万 | 0.02% | 11,124 | 628 | 6.0% | $4.86万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $86.29万 | 0.02% | 6,405 | 832 | 14.9% | $11.21万 | 加仓 |
| XYLD | GLOBAL X FDS | $86.41万 | 0.02% | 21,185 | 101 | 0.5% | $4,120 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $86.94万 | 0.02% | 110,331 | 17,398 | 18.7% | $13.71万 | 加仓 |
| AOR | ISHARES TR | $87.20万 | 0.02% | 12,547 | 1,041 | 9.0% | $7.23万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $87.33万 | 0.02% | 3,299 | 229 | 7.5% | $6.06万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $87.36万 | 0.02% | 43,034 | 4,700 | 12.3% | $9.54万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $87.64万 | 0.02% | 25,776 | -7,825 | -23.3% | -$26.61万 | 减仓 |
| COKE | COCA COLA CONS INC | $87.68万 | 0.02% | 4,593 | -100 | -2.1% | -$1.91万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $87.84万 | 0.02% | 6,322 | 6 | 0.1% | $834 | 加仓 |
| SLYV | SPDR SERIES TRUST | $88.44万 | 0.02% | 8,105 | -85 | -1.0% | -$9,275 | 减仓 |
| KKR | KKR & CO INC | $88.67万 | 0.02% | 9,661 | -71 | -0.7% | -$6,516 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $89.08万 | 0.02% | 4,101 | -87 | -2.1% | -$1.89万 | 减仓 |
| ECL | ECOLAB INC | $89.11万 | 0.02% | 3,198 | 849 | 36.1% | $23.66万 | 加仓 |
| IDU | ISHARES TR | $89.47万 | 0.02% | 7,807 | -1,960 | -20.1% | -$22.46万 | 减仓 |
| GVA | GRANITE CONSTR INC | $89.47万 | 0.02% | 5,660 | -1,128 | -16.6% | -$17.83万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $89.60万 | 0.02% | 22,816 | -22,319 | -49.4% | -$87.65万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $90.09万 | 0.02% | 9,337 | 795 | 9.3% | $7.67万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $90.28万 | 0.02% | 20,356 | 771 | 3.9% | $3.42万 | 加仓 |
| RMBS | RAMBUS INC DEL | $90.48万 | 0.02% | 6,816 | 291 | 4.5% | $3.86万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $90.49万 | 0.02% | 26,139 | -10,904 | -29.4% | -$37.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $90.63万 | 0.02% | 40,264 | -4,007 | -9.1% | -$9.02万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $90.85万 | 0.02% | 28,516 | 7,345 | 34.7% | $23.40万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $90.93万 | 0.02% | 3,425 | 683 | 24.9% | $18.13万 | 加仓 |
| PTLC | PACER FDS TR | $91.23万 | 0.02% | 15,659 | -3,868 | -19.8% | -$22.53万 | 减仓 |
| — | PACER FDS TR | $91.32万 | 0.02% | 20,073 | 11,921 | 146.2% | $54.24万 | 加仓 |
| OKLO | OKLO INC | $91.44万 | 0.02% | 17,473 | 1,142 | 7.0% | $5.98万 | 加仓 |
| ESGU | ISHARES TR | $91.49万 | 0.02% | 5,590 | -453 | -7.5% | -$7.41万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $91.92万 | 0.02% | 38,079 | 10,971 | 40.5% | $26.48万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $92.05万 | 0.02% | 2,926 | -7 | -0.2% | -$2,202 | 减仓 |
| AZO | AUTOZONE INC | $92.36万 | 0.02% | 289 | -3 | -1.0% | -$9,588 | 减仓 |
| XOP | SPDR SERIES TRUST | $92.93万 | 0.02% | 6,024 | -9,626 | -61.5% | -$148.49万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $93.47万 | 0.02% | 36,035 | 12,264 | 51.6% | $31.81万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $93.59万 | 0.02% | 23,161 | -225 | -1.0% | -$9,092 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $93.65万 | 0.02% | 49,630 | 6,915 | 16.2% | $13.05万 | 加仓 |
| IEI | ISHARES TR | $94.10万 | 0.02% | 8,012 | -3,002 | -27.3% | -$35.26万 | 减仓 |
| SYK | STRYKER CORPORATION | $94.39万 | 0.02% | 2,998 | 12 | 0.4% | $3,778 | 加仓 |
| AFL | AFLAC INC | $94.57万 | 0.02% | 8,066 | 1,043 | 14.9% | $12.23万 | 加仓 |
| XAR | SPDR SERIES TRUST | $94.96万 | 0.02% | 3,346 | -754 | -18.4% | -$21.40万 | 减仓 |
| MYRG | MYR GROUP INC | $95.08万 | 0.02% | 1,900 | 850 | 81.0% | $42.53万 | 加仓 |
| BUG | GLOBAL X FDS | $95.44万 | 0.02% | 24,992 | 16,792 | 204.8% | $64.13万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $95.49万 | 0.02% | 30,094 | -24,454 | -44.8% | -$77.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.54万 | 0.02% | 36,766 | -5,342 | -12.7% | -$13.88万 | 减仓 |
| COP | CONOCOPHILLIPS | $95.54万 | 0.02% | 9,191 | -182 | -1.9% | -$1.89万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $95.65万 | 0.02% | 3,738 | 521 | 16.2% | $13.33万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $95.77万 | 0.02% | 32,721 | 10,755 | 49.0% | $31.48万 | 加仓 |
| IGM | ISHARES TR | $96.04万 | 0.02% | 5,871 | 45 | 0.8% | $7,361 | 加仓 |
| UTWO | RBB FD INC | $96.07万 | 0.02% | 20,031 | -4,500 | -18.3% | -$21.58万 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $96.41万 | 0.02% | 18,714 | 555 | 3.1% | $2.86万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $96.42万 | 0.02% | 47,475 | 475 | 1.0% | $9,647 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.60万 | 0.02% | 47,823 | 47,823 | — | $96.60万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $96.74万 | 0.02% | 4,413 | 111 | 2.6% | $2.43万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $97.44万 | 0.02% | 10,152 | -1,765 | -14.8% | -$16.94万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $97.54万 | 0.02% | 23,894 | 557 | 2.4% | $2.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $97.73万 | 0.02% | 12,367 | 2,364 | 23.6% | $18.68万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $97.87万 | 0.02% | 16,816 | -11,166 | -39.9% | -$64.99万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $98.10万 | 0.02% | 19,882 | -9,732 | -32.9% | -$48.02万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $98.18万 | 0.02% | 4,910 | -61 | -1.2% | -$1.22万 | 减仓 |
| SNXX | INVESTMENT MANAGERS SER TR I | $98.32万 | 0.02% | 23,382 | 23,382 | — | $98.32万 | 新建仓 |
| ZECP | ZACKS TRUST | $98.32万 | 0.02% | 26,053 | 1,090 | 4.4% | $4.11万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $98.42万 | 0.02% | 32,752 | 32,752 | — | $98.42万 | 新建仓 |
| DY | DYCOM INDS INC | $98.59万 | 0.02% | 1,950 | 1,303 | 201.4% | $65.88万 | 加仓 |
| FDUS | FIDUS INVT CORP | $98.62万 | 0.02% | 51,715 | 20,754 | 67.0% | $39.58万 | 加仓 |
| IUSV | ISHARES TR | $99.37万 | 0.02% | 9,022 | 628 | 7.5% | $6.92万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $99.46万 | 0.02% | 3,132 | -16 | -0.5% | -$5,081 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $99.56万 | 0.02% | 13,031 | 13,031 | — | $99.56万 | 新建仓 |
| QLD | PROSHARES TR | $99.64万 | 0.02% | 10,298 | 1,310 | 14.6% | $12.68万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $99.81万 | 0.02% | 29,468 | -45,987 | -60.9% | -$155.76万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $99.85万 | 0.02% | 19,879 | -12,211 | -38.1% | -$61.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.91万 | 0.02% | 50,010 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $100.95万 | 0.02% | 39,444 | 39,444 | — | $100.95万 | 新建仓 |
| USHY | ISHARES TR | $101.34万 | 0.02% | 27,375 | 8,097 | 42.0% | $29.98万 | 加仓 |
| NASA | TEMA ETF TRUST | $101.40万 | 0.02% | 33,378 | 33,378 | — | $101.40万 | 新建仓 |
| DDOG | DATADOG INC | $101.67万 | 0.02% | 3,905 | 635 | 19.4% | $16.53万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $102.10万 | 0.02% | 41,039 | -6,185 | -13.1% | -$15.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $102.43万 | 0.02% | 32,956 | 1,138 | 3.6% | $3.54万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $102.45万 | 0.02% | 32,046 | 5,042 | 18.7% | $16.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $102.53万 | 0.02% | 27,444 | 600 | 2.2% | $2.24万 | 加仓 |
| TFLO | ISHARES TR | $102.72万 | 0.02% | 20,289 | -751 | -3.6% | -$3.80万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $103.04万 | 0.02% | 8,486 | -594 | -6.5% | -$7.21万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $103.30万 | 0.02% | 14,743 | -877 | -5.6% | -$6.15万 | 减仓 |
| IVES | WEDBUSH SER TR | $103.63万 | 0.02% | 27,200 | 7,937 | 41.2% | $30.24万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $103.66万 | 0.02% | 68,200 | 605 | 0.9% | $9,196 | 加仓 |
| RONB | BARON ETF TR | $104.16万 | 0.02% | 42,689 | 42,689 | — | $104.16万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $104.51万 | 0.02% | 40,619 | 5,517 | 15.7% | $14.20万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $104.77万 | 0.02% | 28,719 | -9,950 | -25.7% | -$36.30万 | 减仓 |
| MDT | MEDTRONIC PLC | $104.77万 | 0.02% | 13,392 | 549 | 4.3% | $4.29万 | 加仓 |
| NEM | NEWMONT CORP | $104.83万 | 0.02% | 11,223 | 227 | 2.1% | $2.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $105.09万 | 0.02% | 18,222 | -1,076 | -5.6% | -$6.21万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $105.29万 | 0.02% | 19,926 | 19,926 | — | $105.29万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $105.70万 | 0.02% | 21,656 | -3,000 | -12.2% | -$14.64万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $105.72万 | 0.02% | 15,575 | 15,575 | — | $105.72万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $105.79万 | 0.02% | 10,549 | 735 | 7.5% | $7.37万 | 加仓 |
| NUE | NUCOR CORP | $106.10万 | 0.02% | 4,763 | 2,294 | 92.9% | $51.10万 | 加仓 |
| PULS | PGIM ETF TR | $106.59万 | 0.02% | 21,511 | -378 | -1.7% | -$1.87万 | 减仓 |
| ECOW | PACER FDS TR | $106.79万 | 0.02% | 40,266 | 8,415 | 26.4% | $22.32万 | 加仓 |
| IREN | IREN LIMITED | $107.04万 | 0.02% | 23,408 | -12,081 | -34.0% | -$55.25万 | 减仓 |
| WTAI | WISDOMTREE TR | $107.29万 | 0.02% | 22,602 | 11,300 | 100.0% | $53.64万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $107.61万 | 0.02% | 11,489 | 68 | 0.6% | $6,369 | 加仓 |