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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $147.32万 | 0.03% | 5,931 | -5,148 | -46.5% | -$127.87万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $148.25万 | 0.03% | 38,637 | -44,710 | -53.6% | -$171.55万 | 减仓 |
| MP | MP MATERIALS CORP | $148.48万 | 0.03% | 26,509 | 6,503 | 32.5% | $36.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $148.52万 | 0.03% | 30,668 | -666 | -2.1% | -$3.23万 | 减仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $148.81万 | 0.03% | 35,704 | -28,473 | -44.4% | -$118.68万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $149.06万 | 0.03% | 6,054 | -61 | -1.0% | -$1.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $149.34万 | 0.03% | 43,962 | -2,091 | -4.5% | -$7.10万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $149.37万 | 0.03% | 144,323 | 54,023 | 59.8% | $55.91万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $149.44万 | 0.03% | 64,721 | 7,260 | 12.6% | $16.76万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $150.16万 | 0.03% | 71,303 | -66,646 | -48.3% | -$140.36万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $150.48万 | 0.03% | 54,327 | 4,116 | 8.2% | $11.40万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $150.50万 | 0.03% | 34,393 | -1,336 | -3.7% | -$5.85万 | 减仓 |
| DVY | ISHARES TR | $150.97万 | 0.03% | 9,659 | -835 | -8.0% | -$13.05万 | 减仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $151.23万 | 0.03% | 110,389 | -2,112 | -1.9% | -$2.89万 | 减仓 |
| VICI | VICI PPTYS INC | $151.46万 | 0.03% | 57,048 | -6,257 | -9.9% | -$16.61万 | 减仓 |
| FIX | COMFORT SYS USA INC | $151.62万 | 0.03% | 765 | 534 | 231.2% | $105.84万 | 重新持有 |
| DOW | DOW HLDGS INC | $151.73万 | 0.03% | 55,457 | 6,429 | 13.1% | $17.59万 | 加仓 |
| WPC | WP CAREY INC | $152.32万 | 0.03% | 21,303 | 3,273 | 18.2% | $23.40万 | 加仓 |
| VFH | VANGUARD WORLD FD | $152.41万 | 0.03% | 11,581 | 381 | 3.4% | $5.01万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $152.94万 | 0.03% | 94,641 | 3,795 | 4.2% | $6.13万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $153.38万 | 0.03% | 85,783 | 4,885 | 6.0% | $8.73万 | 加仓 |
| COPX | GLOBAL X FDS | $153.56万 | 0.03% | 19,950 | 10,053 | 101.6% | $77.38万 | 加仓 |
| LIN | LINDE PLC | $153.89万 | 0.03% | 2,965 | 210 | 7.6% | $10.90万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $154.02万 | 0.03% | 29,192 | 5,171 | 21.5% | $27.28万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $154.05万 | 0.03% | 55,464 | -3,585 | -6.1% | -$9.96万 | 减仓 |
| KRE | SPDR SERIES TRUST | $154.21万 | 0.03% | 20,603 | 6,055 | 41.6% | $45.32万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $155.06万 | 0.03% | 33,981 | -2,168 | -6.0% | -$9.89万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $155.30万 | 0.03% | 46,652 | 1,437 | 3.2% | $4.78万 | 加仓 |
| ALL | ALLSTATE CORP | $156.30万 | 0.03% | 6,569 | 243 | 3.8% | $5.78万 | 加仓 |
| FORM | FORMFACTOR INC | $156.60万 | 0.03% | 9,792 | 7,350 | 301.0% | $117.55万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $156.70万 | 0.03% | 62,455 | -2,104 | -3.3% | -$5.28万 | 减仓 |
| LQD | ISHARES TR | $156.82万 | 0.03% | 14,378 | -20 | -0.1% | -$2,181 | 减仓 |
| VFC | V F CORP | $157.21万 | 0.03% | 94,251 | -240 | -0.3% | -$4,003 | 减仓 |
| — | CALAMOS ETF TR | $158.32万 | 0.03% | 58,965 | 46,913 | 389.3% | $125.96万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $158.43万 | 0.03% | 3,111 | 92 | 3.0% | $4.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $158.44万 | 0.03% | 52,515 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $158.62万 | 0.03% | 3,999 | 745 | 22.9% | $29.55万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $159.74万 | 0.03% | 91,539 | 2,142 | 2.4% | $3.74万 | 加仓 |
| AGX | ARGAN INC | $160.19万 | 0.03% | 2,006 | 63 | 3.2% | $5.03万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $160.45万 | 0.03% | 30,360 | -610 | -2.0% | -$3.22万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $162.59万 | 0.03% | 15,850 | 15,850 | — | $162.59万 | 新建仓 |
| POWL | POWELL INDS INC | $163.43万 | 0.03% | 5,707 | 403 | 7.6% | $11.54万 | 加仓 |
| F | FORD MTR CO | $163.52万 | 0.03% | 117,638 | -13,404 | -10.2% | -$18.63万 | 减仓 |
| MGC | VANGUARD WORLD FD | $163.85万 | 0.03% | 5,988 | 2,575 | 75.4% | $70.46万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $164.15万 | 0.03% | 76,705 | -24,076 | -23.9% | -$51.52万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $164.98万 | 0.03% | 32,897 | -399 | -1.2% | -$2.00万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $164.99万 | 0.03% | 116,764 | 24,734 | 26.9% | $34.95万 | 加仓 |
| INFL | LISTED FDS TR | $165.79万 | 0.03% | 33,237 | -20,749 | -38.4% | -$103.50万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $165.83万 | 0.03% | 64,726 | 15,363 | 31.1% | $39.36万 | 加仓 |
| RL | RALPH LAUREN CORP | $165.98万 | 0.03% | 4,135 | -2,240 | -35.1% | -$89.92万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $166.13万 | 0.03% | 125,668 | 1,511 | 1.2% | $2.00万 | 加仓 |
| ORC | ORCHID IS CAP INC | $166.98万 | 0.03% | 239,570 | -926 | -0.4% | -$6,454 | 减仓 |
| CWB | SPDR SERIES TRUST | $167.59万 | 0.03% | 15,544 | -1,963 | -11.2% | -$21.16万 | 减仓 |
| IWB | ISHARES TR | $167.60万 | 0.03% | 4,093 | -667 | -14.0% | -$27.31万 | 减仓 |
| APH | AMPHENOL CORP | $168.24万 | 0.03% | 9,542 | 1,937 | 25.5% | $34.15万 | 加仓 |
| URI | UNITED RENTALS INC | $169.71万 | 0.03% | 1,498 | -76 | -4.8% | -$8.61万 | 减仓 |
| TLH | ISHARES TR | $169.88万 | 0.03% | 16,929 | -4,149 | -19.7% | -$41.64万 | 减仓 |
| EMB | ISHARES TR | $170.95万 | 0.03% | 17,726 | -18,402 | -50.9% | -$177.47万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $172.78万 | 0.03% | 6,050 | -2 | -0.0% | -$571 | 减仓 |
| UNP | UNION PAC CORP | $173.34万 | 0.03% | 6,373 | 165 | 2.7% | $4.49万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $173.40万 | 0.03% | 36,620 | -246,641 | -87.1% | -$1,167.85万 | 减仓 |
| PSX | PHILLIPS 66 | $173.80万 | 0.03% | 10,281 | -473 | -4.4% | -$8.00万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $174.45万 | 0.03% | 91,273 | -12,182 | -11.8% | -$23.28万 | 减仓 |
| ISCG | ISHARES TR | $174.63万 | 0.03% | 26,645 | 4,637 | 21.1% | $30.39万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $174.80万 | 0.03% | 3,118 | 219 | 7.6% | $12.28万 | 加仓 |
| BROS | DUTCH BROS INC | $175.17万 | 0.03% | 24,394 | -568 | -2.3% | -$4.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $175.58万 | 0.03% | 55,774 | -563 | -1.0% | -$1.77万 | 减仓 |
| COHR | COHERENT CORP | $176.09万 | 0.03% | 4,464 | 3,277 | 276.1% | $129.27万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $177.36万 | 0.03% | 198,391 | -59,087 | -22.9% | -$52.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $177.45万 | 0.03% | 16,507 | -235 | -1.4% | -$2.53万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $177.52万 | 0.03% | 35,097 | 19,931 | 131.4% | $100.81万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $177.82万 | 0.03% | 29,981 | 9,070 | 43.4% | $53.79万 | 加仓 |
| IWV | ISHARES TR | $178.34万 | 0.03% | 4,183 | -326 | -7.2% | -$13.90万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $178.34万 | 0.03% | 87,552 | 3,590 | 4.3% | $7.31万 | 加仓 |
| MXL | MAXLINEAR INC | $179.18万 | 0.03% | 13,995 | 13,995 | — | $179.18万 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $179.78万 | 0.03% | 36,057 | 1,416 | 4.1% | $7.06万 | 加仓 |
| MMM | 3M CO | $179.99万 | 0.03% | 11,117 | -2,942 | -20.9% | -$47.63万 | 减仓 |
| XSD | SPDR SERIES TRUST | $182.25万 | 0.03% | 2,922 | 2,922 | — | $182.25万 | 新建仓 |
| HON | HONEYWELL INTL INC | $182.95万 | 0.03% | 8,171 | -6,614 | -44.7% | -$148.09万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $183.24万 | 0.03% | 35,930 | 22,149 | 160.7% | $112.96万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $183.60万 | 0.03% | 32,669 | 32,669 | — | $183.60万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $183.88万 | 0.03% | 14,738 | 1,564 | 11.9% | $19.51万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $183.92万 | 0.03% | 8,319 | 8,319 | — | $183.92万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $184.08万 | 0.03% | 169,347 | -33,958 | -16.7% | -$36.91万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.56万 | 0.03% | 18,626 | 5 | 0.0% | $501 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $186.70万 | 0.03% | 181,258 | -9,789 | -5.1% | -$10.08万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $188.55万 | 0.04% | 108,672 | 35,313 | 48.1% | $61.27万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $189.02万 | 0.04% | 18,843 | 18,843 | — | $189.02万 | 新建仓 |
| PWR | QUANTA SVCS INC | $190.24万 | 0.04% | 2,642 | 1,016 | 62.5% | $73.16万 | 加仓 |
| FLOT | ISHARES TR | $190.60万 | 0.04% | 37,336 | 5,263 | 16.4% | $26.87万 | 加仓 |
| VHT | VANGUARD WORLD FD | $190.76万 | 0.04% | 6,380 | 305 | 5.0% | $9.12万 | 加仓 |
| DASH | DOORDASH INC | $191.21万 | 0.04% | 10,362 | -39 | -0.4% | -$7,197 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $193.51万 | 0.04% | 32,810 | -11,875 | -26.6% | -$70.04万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $194.97万 | 0.04% | 47,072 | -414 | -0.9% | -$1.71万 | 减仓 |
| VDC | VANGUARD WORLD FD | $196.21万 | 0.04% | 8,702 | 354 | 4.2% | $7.98万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $196.42万 | 0.04% | 43,542 | 22,713 | 109.0% | $102.46万 | 加仓 |
| — | GLOBAL X FDS | $197.24万 | 0.04% | 54,765 | 4,886 | 9.8% | $17.60万 | 加仓 |
| B | BARRICK MNG CORP | $197.26万 | 0.04% | 53,671 | -15,769 | -22.7% | -$57.96万 | 减仓 |
| PFXF | VANECK ETF TRUST | $197.48万 | 0.04% | 110,694 | -6,267 | -5.4% | -$11.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $200.24万 | 0.04% | 22,067 | 3,799 | 20.8% | $34.47万 | 加仓 |