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 |
|---|---|---|---|---|---|---|---|---|
| DBL | DOUBLELINE OPPORTUNISTIC CR | $200.24万 | 0.04% | 139,250 | -3,650 | -2.6% | -$5.25万 | 减仓 |
| IYH | ISHARES TR | $200.95万 | 0.04% | 29,989 | 1,107 | 3.8% | $7.42万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $201.03万 | 0.04% | 89,907 | -224,840 | -71.4% | -$502.74万 | 减仓 |
| WELL | WELLTOWER INC | $201.42万 | 0.04% | 8,874 | -3,869 | -30.4% | -$87.82万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $202.31万 | 0.04% | 39,708 | 3,543 | 9.8% | $18.05万 | 加仓 |
| TRIN | TRINITY CAP INC | $202.40万 | 0.04% | 113,135 | 36,109 | 46.9% | $64.60万 | 加仓 |
| GOVT | ISHARES TR | $202.76万 | 0.04% | 89,006 | 15,688 | 21.4% | $35.74万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $203.55万 | 0.04% | 40,476 | 40,476 | — | $203.55万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $203.58万 | 0.04% | 18,546 | 6,147 | 49.6% | $67.48万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $203.60万 | 0.04% | 24,848 | 1,001 | 4.2% | $8.20万 | 加仓 |
| WFC | WELLS FARGO & CO | $204.21万 | 0.04% | 24,711 | -3,948 | -13.8% | -$32.63万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $206.12万 | 0.04% | 17,942 | -381 | -2.1% | -$4.38万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $207.16万 | 0.04% | 7,946 | 7,946 | — | $207.16万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $208.59万 | 0.04% | 89,112 | -384 | -0.4% | -$8,989 | 减仓 |
| — | KKR & CO INC | $208.81万 | 0.04% | 52,400 | 52,400 | — | $208.81万 | 新建仓 |
| PYLD | PIMCO ETF TR | $209.18万 | 0.04% | 78,875 | -2,272 | -2.8% | -$6.03万 | 减仓 |
| PSFF | PACER FDS TR | $209.18万 | 0.04% | 60,967 | 13,689 | 29.0% | $46.97万 | 加仓 |
| OEF | ISHARES TR | $209.42万 | 0.04% | 5,724 | -61 | -1.1% | -$2.23万 | 减仓 |
| FRDM | EA SERIES TRUST | $209.88万 | 0.04% | 28,790 | 11,568 | 67.2% | $84.33万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $210.05万 | 0.04% | 8,842 | 1,382 | 18.5% | $32.83万 | 加仓 |
| BIZD | VANECK ETF TRUST | $211.74万 | 0.04% | 167,250 | -1,152,219 | -87.3% | -$1,458.71万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $213.55万 | 0.04% | 42,898 | -8,997 | -17.3% | -$44.79万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $214.11万 | 0.04% | 109,408 | 38,471 | 54.2% | $75.29万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $216.16万 | 0.04% | 38,758 | 5,710 | 17.3% | $31.85万 | 加仓 |
| XME | SPDR SERIES TRUST | $216.22万 | 0.04% | 20,220 | 3,030 | 17.6% | $32.40万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $217.00万 | 0.04% | 43,847 | -1,250 | -2.8% | -$6.19万 | 减仓 |
| ROKU | ROKU INC | $217.14万 | 0.04% | 15,719 | -8,000 | -33.7% | -$110.51万 | 减仓 |
| IJK | ISHARES TR | $218.40万 | 0.04% | 18,588 | -82,006 | -81.5% | -$963.55万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $219.52万 | 0.04% | 51,860 | -17,245 | -25.0% | -$73.00万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $219.64万 | 0.04% | 48,061 | 23,544 | 96.0% | $107.60万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $219.65万 | 0.04% | 48,253 | -4,095 | -7.8% | -$18.64万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $219.93万 | 0.04% | 139,458 | 55,109 | 65.3% | $86.91万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $220.17万 | 0.04% | 3,130 | 102 | 3.4% | $7.17万 | 加仓 |
| GLDM | WORLD GOLD TR | $220.19万 | 0.04% | 27,725 | 842 | 3.1% | $6.69万 | 加仓 |
| ADI | ANALOG DEVICES INC | $221.37万 | 0.04% | 5,574 | 329 | 6.3% | $13.07万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $223.71万 | 0.04% | 11,911 | -819 | -6.4% | -$15.38万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $224.12万 | 0.04% | 44,450 | 12,700 | 40.0% | $64.03万 | 加仓 |
| NOBL | PROSHARES TR | $225.24万 | 0.04% | 40,107 | -639 | -1.6% | -$3.59万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $225.89万 | 0.04% | 59,509 | 18,155 | 43.9% | $68.92万 | 加仓 |
| NKE | NIKE INC | $227.69万 | 0.04% | 55,468 | 14,840 | 36.5% | $60.92万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $228.78万 | 0.04% | 36,834 | -6,272 | -14.6% | -$38.96万 | 减仓 |
| SANM | SANMINA CORP | $228.89万 | 0.04% | 9,044 | 275 | 3.1% | $6.96万 | 加仓 |
| AGG | ISHARES TR | $230.01万 | 0.04% | 23,238 | 1,769 | 8.2% | $17.51万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $231.69万 | 0.04% | 20,675 | 902 | 4.6% | $10.11万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $232.13万 | 0.04% | 82,697 | 5,183 | 6.7% | $14.55万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $232.18万 | 0.04% | 160,679 | -8,765 | -5.2% | -$12.67万 | 减仓 |
| BOTZ | GLOBAL X FDS | $234.80万 | 0.04% | 61,888 | 666 | 1.1% | $2.53万 | 加仓 |
| IEZ | ISHARES TR | $234.84万 | 0.04% | 87,302 | -35,794 | -29.1% | -$96.29万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $236.69万 | 0.04% | 6,874 | 1,996 | 40.9% | $68.73万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $237.33万 | 0.04% | 212,854 | -45,670 | -17.7% | -$50.92万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $238.02万 | 0.04% | 90,919 | -1,521 | -1.6% | -$3.98万 | 减仓 |
| C | CITIGROUP INC | $238.79万 | 0.04% | 17,061 | 2,265 | 15.3% | $31.70万 | 加仓 |
| SDY | SPDR SERIES TRUST | $239.44万 | 0.04% | 15,734 | 195 | 1.3% | $2.97万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $239.85万 | 0.04% | 412,818 | -32,308 | -7.3% | -$18.77万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $240.10万 | 0.04% | 30,818 | 1,264 | 4.3% | $9.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $240.24万 | 0.04% | 4,716 | 594 | 14.4% | $30.26万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $240.88万 | 0.05% | 23,944 | -5,307 | -18.1% | -$53.39万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $241.37万 | 0.05% | 67,104 | -1,564 | -2.3% | -$5.63万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $241.98万 | 0.05% | 30,461 | 14,512 | 91.0% | $115.28万 | 加仓 |
| CVS | CVS HEALTH CORP | $242.86万 | 0.05% | 23,477 | 8,888 | 60.9% | $91.94万 | 加仓 |
| MS | MORGAN STANLEY | $243.22万 | 0.05% | 11,635 | -2,048 | -15.0% | -$42.81万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $243.68万 | 0.05% | 13,029 | -4,677 | -26.4% | -$87.47万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $243.77万 | 0.05% | 9,011 | 709 | 8.5% | $19.18万 | 加仓 |
| SHOP | SHOPIFY INC | $244.17万 | 0.05% | 21,385 | 1,892 | 9.7% | $21.60万 | 加仓 |
| XBI | SPDR SERIES TRUST | $245.75万 | 0.05% | 15,529 | 7,824 | 101.5% | $123.82万 | 加仓 |
| NTRA | NATERA INC | $245.85万 | 0.05% | 9,057 | 4,148 | 84.5% | $112.60万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $247.73万 | 0.05% | 104,482 | 9,467 | 10.0% | $22.45万 | 加仓 |
| EDV | VANGUARD WORLD FD | $247.88万 | 0.05% | 38,089 | 38,089 | — | $247.88万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $248.30万 | 0.05% | 66,283 | 15,937 | 31.7% | $59.70万 | 加仓 |
| EMR | EMERSON ELEC CO | $248.89万 | 0.05% | 17,386 | 1,190 | 7.3% | $17.04万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $250.67万 | 0.05% | 119,082 | 119,082 | — | $250.67万 | 新建仓 |
| T | AT&T INC | $251.44万 | 0.05% | 121,468 | -84,629 | -41.1% | -$175.18万 | 减仓 |
| VDE | VANGUARD WORLD FD | $252.27万 | 0.05% | 16,804 | -2,539 | -13.1% | -$38.12万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $252.51万 | 0.05% | 47,933 | 37,172 | 345.4% | $195.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $253.77万 | 0.05% | 86,230 | 3,349 | 4.0% | $9.86万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $255.96万 | 0.05% | 52,602 | -2,618 | -4.7% | -$12.74万 | 减仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $256.39万 | 0.05% | 50,809 | 50,809 | — | $256.39万 | 新建仓 |
| CEFS | EXCHANGE LISTED FDS TR | $258.83万 | 0.05% | 100,949 | -11,749 | -10.4% | -$30.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $261.75万 | 0.05% | 14,469 | -753 | -4.9% | -$13.62万 | 减仓 |
| DIS | DISNEY WALT CO | $266.45万 | 0.05% | 27,683 | -2,362 | -7.9% | -$22.73万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $269.20万 | 0.05% | 15,448 | -1,047 | -6.3% | -$18.25万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $270.15万 | 0.05% | 71,886 | 33,936 | 89.4% | $127.53万 | 加仓 |
| QLC | FLEXSHARES TR | $270.23万 | 0.05% | 30,069 | 19,460 | 183.4% | $174.89万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $270.86万 | 0.05% | 117,102 | -2,000 | -1.7% | -$4.63万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $274.77万 | 0.05% | 91,500 | -2,450 | -2.6% | -$7.36万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $275.28万 | 0.05% | 63,124 | -19,111 | -23.2% | -$83.34万 | 减仓 |
| FEOE | RBB FUND TRUST | $275.33万 | 0.05% | 51,560 | 8,940 | 21.0% | $47.74万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $275.98万 | 0.05% | 133,261 | 2,609 | 2.0% | $5.40万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $276.28万 | 0.05% | 31,478 | 4,076 | 14.9% | $35.78万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $276.33万 | 0.05% | 129,124 | -28,713 | -18.2% | -$61.45万 | 减仓 |
| USFR | WISDOMTREE TR | $276.85万 | 0.05% | 54,985 | -4,417 | -7.4% | -$22.24万 | 减仓 |
| ZS | ZSCALER INC | $277.59万 | 0.05% | 19,666 | 2,003 | 11.3% | $28.27万 | 加仓 |
| UPRO | PROSHARES TR | $277.76万 | 0.05% | 19,589 | -4,006 | -17.0% | -$56.80万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $277.98万 | 0.05% | 7,847 | -3 | -0.0% | -$1,063 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $278.02万 | 0.05% | 73,010 | -531 | -0.7% | -$2.02万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $279.34万 | 0.05% | 5,571 | 498 | 9.8% | $24.97万 | 加仓 |
| TBIL | RBB FD INC | $279.81万 | 0.05% | 56,120 | -6,814 | -10.8% | -$33.97万 | 减仓 |
| IWP | ISHARES TR | $280.27万 | 0.05% | 19,143 | 5,587 | 41.2% | $81.80万 | 加仓 |
| IWY | ISHARES TR | $282.46万 | 0.05% | 9,719 | 1,392 | 16.7% | $40.46万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $285.43万 | 0.05% | 18,614 | -625 | -3.2% | -$9.58万 | 减仓 |