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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $107.79万 | 0.02% | 13,902 | -91 | -0.7% | -$7,056 | 减仓 |
| NVT | NVENT ELEC PLC | $108.23万 | 0.02% | 6,381 | 6,381 | — | $108.23万 | 新建仓 |
| MDB | MONGODB INC | $108.50万 | 0.02% | 3,230 | 755 | 30.5% | $25.36万 | 加仓 |
| KLAC | KLA CORP | $108.53万 | 0.02% | 3,597 | 357 | 11.0% | $10.77万 | 加仓 |
| LIT | GLOBAL X FDS | $108.88万 | 0.02% | 13,909 | 10,723 | 336.6% | $83.94万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $108.90万 | 0.02% | 84,548 | -18,574 | -18.0% | -$23.92万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $110.04万 | 0.02% | 25,298 | -2,178 | -7.9% | -$9.47万 | 减仓 |
| VAW | VANGUARD WORLD FD | $110.21万 | 0.02% | 4,817 | 500 | 11.6% | $11.44万 | 加仓 |
| IGSB | ISHARES TR | $110.77万 | 0.02% | 21,136 | 1,584 | 8.1% | $8.30万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $111.30万 | 0.02% | 12,353 | 1,222 | 11.0% | $11.01万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $111.47万 | 0.02% | 21,981 | -6,750 | -23.5% | -$34.23万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $111.57万 | 0.02% | 19,363 | -666 | -3.3% | -$3.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $111.75万 | 0.02% | 55,198 | -1,822 | -3.2% | -$3.69万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $111.79万 | 0.02% | 3,847 | 299 | 8.4% | $8.69万 | 加仓 |
| RKLB | ROCKET LAB CORP | $112.09万 | 0.02% | 11,027 | 3,040 | 38.1% | $30.90万 | 加仓 |
| IONQ | IONQ INC | $112.29万 | 0.02% | 21,084 | 7,420 | 54.3% | $39.52万 | 加仓 |
| HDV | ISHARES TR | $114.50万 | 0.02% | 41,774 | 14,704 | 54.3% | $40.30万 | 加仓 |
| QXO | QXO INC | $114.77万 | 0.02% | 66,415 | 11,390 | 20.7% | $19.68万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $115.04万 | 0.02% | 236,711 | -65,098 | -21.6% | -$31.64万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $115.36万 | 0.02% | 12,649 | 12,649 | — | $115.36万 | 新建仓 |
| CSX | CSX CORP | $115.36万 | 0.02% | 24,271 | -10 | -0.0% | -$475 | 减仓 |
| WY | WEYERHAEUSER CO | $115.42万 | 0.02% | 48,212 | 10,644 | 28.3% | $25.48万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $115.51万 | 0.02% | 25,248 | 2,016 | 8.7% | $9.22万 | 加仓 |
| IRM | IRON MTN INC DEL | $115.52万 | 0.02% | 9,146 | 1 | 0.0% | $126 | 加仓 |
| VST | VISTRA CORP | $115.58万 | 0.02% | 7,286 | 1,158 | 18.9% | $18.37万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $115.67万 | 0.02% | 119,127 | -11,808 | -9.0% | -$11.47万 | 减仓 |
| BIIB | BIOGEN INC | $115.89万 | 0.02% | 5,364 | 166 | 3.2% | $3.59万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $116.68万 | 0.02% | 16,192 | -3,548 | -18.0% | -$25.57万 | 减仓 |
| GRNJ | TIDAL TRUST III | $116.90万 | 0.02% | 37,182 | 10,061 | 37.1% | $31.63万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $116.96万 | 0.02% | 33,188 | -10,159 | -23.4% | -$35.80万 | 减仓 |
| DOV | DOVER CORP | $117.30万 | 0.02% | 5,230 | -3,673 | -41.3% | -$82.38万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $117.43万 | 0.02% | 39,131 | 3,212 | 8.9% | $9.64万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $117.46万 | 0.02% | 14,410 | -965 | -6.3% | -$7.87万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $117.82万 | 0.02% | 109,192 | 379 | 0.3% | $4,089 | 加仓 |
| ITB | ISHARES TR | $118.40万 | 0.02% | 11,332 | 510 | 4.7% | $5.33万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $118.78万 | 0.02% | 69,176 | 3,635 | 5.5% | $6.24万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $119.01万 | 0.02% | 54,168 | -14,937 | -21.6% | -$32.82万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $119.29万 | 0.02% | 24,525 | -2,000 | -7.5% | -$9.73万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $119.31万 | 0.02% | 18,490 | -288 | -1.5% | -$1.86万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $119.80万 | 0.02% | 8,195 | -118 | -1.4% | -$1.73万 | 减仓 |
| AOM | ISHARES TR | $119.99万 | 0.02% | 24,050 | -552 | -2.2% | -$2.75万 | 减仓 |
| — | GLOBAL X FDS | $120.83万 | 0.02% | 9,386 | 9,386 | — | $120.83万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $122.00万 | 0.02% | 32,525 | 1,538 | 5.0% | $5.77万 | 加仓 |
| PII | POLARIS INC | $122.30万 | 0.02% | 17,869 | -7,450 | -29.4% | -$50.99万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $122.45万 | 0.02% | 13,536 | 4,650 | 52.3% | $42.06万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $122.65万 | 0.02% | 52,325 | 4,980 | 10.5% | $11.67万 | 加仓 |
| MLPA | GLOBAL X FDS | $122.80万 | 0.02% | 23,134 | 1,043 | 4.7% | $5.54万 | 加仓 |
| ENB | ENBRIDGE INC | $122.83万 | 0.02% | 22,657 | 2,536 | 12.6% | $13.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $123.19万 | 0.02% | 4,730 | -1,132 | -19.3% | -$29.48万 | 减仓 |
| IWO | ISHARES TR | $124.29万 | 0.02% | 3,155 | -26 | -0.8% | -$1.02万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $124.31万 | 0.02% | 64,378 | -20,430 | -24.1% | -$39.45万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $125.04万 | 0.02% | 30,262 | -3,375 | -10.0% | -$13.95万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $125.42万 | 0.02% | 27,025 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $125.52万 | 0.02% | 36,225 | 36,225 | — | $125.52万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $126.00万 | 0.02% | 80,054 | 14,996 | 23.1% | $23.60万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $126.04万 | 0.02% | 21,575 | -212 | -1.0% | -$1.24万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $127.00万 | 0.02% | 12,200 | 8,293 | 212.3% | $86.33万 | 加仓 |
| FEGE | RBB FUND TRUST | $127.64万 | 0.02% | 26,092 | 4,574 | 21.3% | $22.38万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $127.94万 | 0.02% | 18,561 | -370 | -2.0% | -$2.55万 | 减仓 |
| REAL | THE REALREAL INC | $127.98万 | 0.02% | 108,550 | 11,050 | 11.3% | $13.03万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $128.05万 | 0.02% | 5,725 | 9 | 0.2% | $2,013 | 加仓 |
| IGLB | ISHARES TR | $128.13万 | 0.02% | 25,606 | 3,644 | 16.6% | $18.23万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $128.19万 | 0.02% | 15,595 | -150 | -1.0% | -$1.23万 | 减仓 |
| — | PACER FDS TR | $130.30万 | 0.02% | 38,324 | 7,482 | 24.3% | $25.44万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $130.98万 | 0.02% | 23,619 | 917 | 4.0% | $5.09万 | 加仓 |
| DGRW | WISDOMTREE TR | $131.06万 | 0.02% | 13,707 | 2,362 | 20.8% | $22.58万 | 加仓 |
| BOXX | EA SERIES TRUST | $131.15万 | 0.02% | 11,201 | 38 | 0.3% | $4,449 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $131.34万 | 0.02% | 11,101 | 2,770 | 33.2% | $32.77万 | 加仓 |
| ARKK | ARK ETF TR | $131.39万 | 0.02% | 16,257 | -1,739 | -9.7% | -$14.05万 | 减仓 |
| — | LISTED FDS TR | $131.69万 | 0.02% | 27,838 | -9,851 | -26.1% | -$46.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $131.82万 | 0.02% | 42,846 | -26,294 | -38.0% | -$80.90万 | 减仓 |
| HEFA | ISHARES TR | $132.87万 | 0.02% | 28,315 | 364 | 1.3% | $1.71万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $133.54万 | 0.02% | 29,355 | -4,595 | -13.5% | -$20.90万 | 减仓 |
| EME | EMCOR GROUP INC | $133.94万 | 0.03% | 1,614 | 75 | 4.9% | $6.22万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $134.68万 | 0.03% | 974 | -7 | -0.7% | -$9,679 | 减仓 |
| URA | GLOBAL X FDS | $134.86万 | 0.03% | 30,860 | 1,817 | 6.3% | $7.94万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $135.64万 | 0.03% | 27,927 | -44,379 | -61.4% | -$215.55万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $135.88万 | 0.03% | 144,702 | -5,264 | -3.5% | -$4.94万 | 减仓 |
| — | ETF SER SOLUTIONS | $136.02万 | 0.03% | 54,007 | 35,340 | 189.3% | $89.00万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $136.08万 | 0.03% | 25,303 | 25,303 | — | $136.08万 | 新建仓 |
| ALB | ALBEMARLE CORP | $136.94万 | 0.03% | 10,142 | 5,857 | 136.7% | $79.08万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $137.08万 | 0.03% | 17,872 | -695 | -3.7% | -$5.33万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $139.52万 | 0.03% | 240,975 | -51,865 | -17.7% | -$30.03万 | 减仓 |
| IWMI | NEOS ETF TRUST | $140.30万 | 0.03% | 26,215 | 2,793 | 11.9% | $14.95万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $140.52万 | 0.03% | 59,115 | 40,699 | 221.0% | $96.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $141.68万 | 0.03% | 11,214 | 425 | 3.9% | $5.37万 | 加仓 |
| IXN | ISHARES TR | $142.19万 | 0.03% | 9,841 | 13 | 0.1% | $1,878 | 加仓 |
| LOW | LOWES COS INC | $142.95万 | 0.03% | 6,483 | -530 | -7.6% | -$11.69万 | 减仓 |
| IMCG | ISHARES TR | $143.20万 | 0.03% | 14,568 | -554 | -3.7% | -$5.45万 | 减仓 |
| DVYE | ISHARES INC | $143.23万 | 0.03% | 44,440 | -12,846 | -22.4% | -$41.40万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $143.39万 | 0.03% | 5,824 | 394 | 7.3% | $9.70万 | 加仓 |
| CLX | CLOROX CO DEL | $143.43万 | 0.03% | 15,028 | 10,122 | 206.3% | $96.60万 | 加仓 |
| IWR | ISHARES TR | $144.37万 | 0.03% | 13,086 | 913 | 7.5% | $10.07万 | 加仓 |
| IWD | ISHARES TR | $144.68万 | 0.03% | 5,968 | 1,219 | 25.7% | $29.55万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $144.82万 | 0.03% | 35,236 | -37,872 | -51.8% | -$155.65万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $145.49万 | 0.03% | 81,145 | -12,513 | -13.4% | -$22.44万 | 减仓 |
| BOND | PIMCO ETF TR | $146.05万 | 0.03% | 15,839 | -154 | -1.0% | -$1.42万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $146.37万 | 0.03% | 141,967 | 34,017 | 31.5% | $35.07万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $146.39万 | 0.03% | 11,565 | 146 | 1.3% | $1.85万 | 加仓 |
| PLD | PROLOGIS INC. | $146.86万 | 0.03% | 10,841 | -221 | -2.0% | -$2.99万 | 减仓 |