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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $285.49万 | 0.05% | 14,448 | 3,751 | 35.1% | $74.12万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $288.79万 | 0.05% | 61,524 | 5,389 | 9.6% | $25.30万 | 加仓 |
| PFE | PFIZER INC | $294.18万 | 0.06% | 122,166 | -3,417 | -2.7% | -$8.23万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $297.99万 | 0.06% | 8,404 | -2,456 | -22.6% | -$87.08万 | 减仓 |
| COWG | PACER FDS TR | $298.68万 | 0.06% | 74,398 | 1,579 | 2.2% | $6.34万 | 加仓 |
| ETN | EATON CORP PLC | $299.09万 | 0.06% | 7,019 | 1,443 | 25.9% | $61.49万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $300.30万 | 0.06% | 33,917 | 2,803 | 9.0% | $24.82万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $301.19万 | 0.06% | 39,693 | -80 | -0.2% | -$6,070 | 减仓 |
| — | CALAMOS ETF TR | $301.29万 | 0.06% | 108,728 | 108,728 | — | $301.29万 | 新建仓 |
| NOW | SERVICENOW INC | $301.88万 | 0.06% | 30,407 | 11,007 | 56.7% | $109.28万 | 加仓 |
| TRFK | PACER FDS TR | $302.04万 | 0.06% | 28,308 | 3,621 | 14.7% | $38.64万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $303.02万 | 0.06% | 66,032 | -10,089 | -13.3% | -$46.30万 | 减仓 |
| VPU | VANGUARD WORLD FD | $303.64万 | 0.06% | 15,513 | -560 | -3.5% | -$10.96万 | 减仓 |
| VV | VANGUARD INDEX FDS | $304.02万 | 0.06% | 8,840 | 568 | 6.9% | $19.53万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $304.34万 | 0.06% | 58,148 | 2,132 | 3.8% | $11.16万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $305.19万 | 0.06% | 73,327 | -4,383 | -5.6% | -$18.24万 | 减仓 |
| BX | BLACKSTONE INC | $308.52万 | 0.06% | 26,219 | -3,510 | -11.8% | -$41.30万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $310.73万 | 0.06% | 19,469 | -753 | -3.7% | -$12.02万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $312.22万 | 0.06% | 84,380 | -58 | -0.1% | -$2,146 | 减仓 |
| MUU | DIREXION SHARES ETF TRUST | $312.73万 | 0.06% | 2,982 | 2,982 | — | $312.73万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $313.94万 | 0.06% | 118,960 | -53,187 | -30.9% | -$140.36万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $314.35万 | 0.06% | 112,069 | 112,069 | — | $314.35万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $315.92万 | 0.06% | 52,892 | -12,501 | -19.1% | -$74.67万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $318.57万 | 0.06% | 226,421 | 676 | 0.3% | $9,511 | 加仓 |
| IYZ | ISHARES TR | $318.84万 | 0.06% | 75,358 | 64,726 | 608.8% | $273.86万 | 加仓 |
| GRNY | TIDAL TRUST I | $319.90万 | 0.06% | 115,696 | 16,210 | 16.3% | $44.82万 | 加仓 |
| SMB | VANECK ETF TRUST | $321.72万 | 0.06% | 185,432 | 140,955 | 316.9% | $244.56万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $324.08万 | 0.06% | 70,590 | 5,324 | 8.2% | $24.44万 | 加仓 |
| MUB | ISHARES TR | $327.03万 | 0.06% | 30,387 | 10,107 | 49.8% | $108.77万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $327.49万 | 0.06% | 155,542 | -49,981 | -24.3% | -$105.24万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $329.74万 | 0.06% | 65,961 | 10,690 | 19.3% | $53.44万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $329.99万 | 0.06% | 129,156 | -16,107 | -11.1% | -$41.15万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $332.67万 | 0.06% | 16,582 | 1,569 | 10.5% | $31.48万 | 加仓 |
| ET | ENERGY TRANSFER L P | $335.93万 | 0.06% | 175,693 | 16,044 | 10.0% | $30.68万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $338.99万 | 0.06% | 78,415 | 2,500 | 3.3% | $10.81万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $340.50万 | 0.06% | 30,524 | -6,780 | -18.2% | -$75.63万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $340.55万 | 0.06% | 140,086 | 13,943 | 11.1% | $33.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $340.63万 | 0.06% | 11,428 | 3,779 | 49.4% | $112.64万 | 加仓 |
| TER | TERADYNE INC | $342.12万 | 0.06% | 7,071 | 1,770 | 33.4% | $85.64万 | 加仓 |
| SHY | ISHARES TR | $342.65万 | 0.06% | 41,730 | 5,692 | 15.8% | $46.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $342.75万 | 0.06% | 47,637 | -3,629 | -7.1% | -$26.11万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $343.16万 | 0.06% | 71,225 | -2,908 | -3.9% | -$14.01万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $344.39万 | 0.06% | 84,867 | -5,817 | -6.4% | -$23.61万 | 减仓 |
| VIS | VANGUARD WORLD FD | $345.81万 | 0.06% | 9,595 | 728 | 8.2% | $26.24万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $347.21万 | 0.06% | 68,307 | -551 | -0.8% | -$2.80万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $349.65万 | 0.07% | 46,682 | 2,379 | 5.4% | $17.82万 | 加仓 |
| KO | COCA COLA CO | $350.03万 | 0.07% | 43,070 | -1,028 | -2.3% | -$8.35万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $351.75万 | 0.07% | 264,275 | 25,031 | 10.5% | $33.32万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $352.66万 | 0.07% | 48,790 | -122,061 | -71.4% | -$882.26万 | 减仓 |
| EFA | ISHARES TR | $352.70万 | 0.07% | 33,952 | -11,814 | -25.8% | -$122.73万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $353.35万 | 0.07% | 287,045 | 4,303 | 1.5% | $5.30万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $354.19万 | 0.07% | 22,567 | 1,158 | 5.4% | $18.17万 | 加仓 |
| BLK | BLACKROCK INC | $354.72万 | 0.07% | 3,689 | -61 | -1.6% | -$5.87万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $355.35万 | 0.07% | 38,960 | 38,960 | — | $355.35万 | 新建仓 |
| CRWV | COREWEAVE INC | $355.61万 | 0.07% | 35,725 | 13,226 | 58.8% | $131.65万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $355.79万 | 0.07% | 128,956 | 11,449 | 9.7% | $31.59万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $357.18万 | 0.07% | 105,580 | 9,423 | 9.8% | $31.88万 | 加仓 |
| AMLP | ALPS ETF TR | $358.81万 | 0.07% | 69,202 | -1,427 | -2.0% | -$7.40万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $359.58万 | 0.07% | 4,284 | 1,349 | 46.0% | $113.23万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $360.09万 | 0.07% | 58,809 | 3,589 | 6.5% | $21.98万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $360.26万 | 0.07% | 28,198 | -3,153 | -10.1% | -$40.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $360.45万 | 0.07% | 44,738 | -4,262 | -8.7% | -$34.34万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $361.39万 | 0.07% | 20,458 | 3,305 | 19.3% | $58.38万 | 加仓 |
| MLRG | ISHARES TR | $362.37万 | 0.07% | 34,961 | -333 | -0.9% | -$3.45万 | 减仓 |
| CRM | SALESFORCE INC | $362.60万 | 0.07% | 23,146 | 2,142 | 10.2% | $33.56万 | 加仓 |
| DTH | WISDOMTREE TR | $364.93万 | 0.07% | 67,442 | 7,753 | 13.0% | $41.95万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $365.29万 | 0.07% | 89,708 | 2,981 | 3.4% | $12.14万 | 加仓 |
| MGV | VANGUARD WORLD FD | $366.05万 | 0.07% | 22,395 | 2,583 | 13.0% | $42.22万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $369.17万 | 0.07% | 89,387 | 3,116 | 3.6% | $12.87万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $369.44万 | 0.07% | 82,833 | 50,633 | 157.2% | $225.82万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $370.66万 | 0.07% | 29,309 | -5,828 | -16.6% | -$73.71万 | 减仓 |
| IEF | ISHARES TR | $370.90万 | 0.07% | 39,219 | 25,044 | 176.7% | $236.84万 | 加仓 |
| WM | WASTE MGMT INC DEL | $371.65万 | 0.07% | 16,675 | 1,349 | 8.8% | $30.07万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $372.93万 | 0.07% | 11,143 | -3,674 | -24.8% | -$122.96万 | 减仓 |
| AMGN | AMGEN INC | $372.95万 | 0.07% | 10,299 | 431 | 4.4% | $15.61万 | 加仓 |
| O | REALTY INCOME CORP | $375.53万 | 0.07% | 60,608 | 4,887 | 8.8% | $30.28万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $375.75万 | 0.07% | 663,866 | 78,196 | 13.4% | $44.26万 | 加仓 |
| QYLD | GLOBAL X FDS | $376.30万 | 0.07% | 204,179 | -7,661 | -3.6% | -$14.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $376.96万 | 0.07% | 9,479 | -3,096 | -24.6% | -$123.12万 | 减仓 |
| IVE | ISHARES TR | $377.16万 | 0.07% | 16,611 | 1,077 | 6.9% | $24.45万 | 加仓 |
| IBB | ISHARES TR | $380.59万 | 0.07% | 20,011 | 3,965 | 24.7% | $75.41万 | 加仓 |
| IEFA | ISHARES TR | $381.61万 | 0.07% | 39,513 | 17,168 | 76.8% | $165.81万 | 加仓 |
| IGV | ISHARES TR | $381.64万 | 0.07% | 42,123 | -7,411 | -15.0% | -$67.14万 | 减仓 |
| DIVB | ISHARES TR | $382.45万 | 0.07% | 62,087 | -2,505 | -3.9% | -$15.43万 | 减仓 |
| — | BANK MONTREAL MEDIUM | $382.72万 | 0.07% | 52,731 | -51 | -0.1% | -$3,702 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $383.82万 | 0.07% | 130,550 | -46,226 | -26.1% | -$135.91万 | 减仓 |
| ALAB | ASTERA LABS INC | $386.17万 | 0.07% | 7,995 | -8,463 | -51.4% | -$408.78万 | 减仓 |
| REM | ISHARES TR | $387.00万 | 0.07% | 175,508 | 20,000 | 12.9% | $44.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $387.60万 | 0.07% | 73,065 | 25,939 | 55.0% | $137.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $388.46万 | 0.07% | 65,080 | 34,566 | 113.3% | $206.33万 | 加仓 |
| MCD | MCDONALDS CORP | $389.31万 | 0.07% | 14,402 | 1,239 | 9.4% | $33.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $389.36万 | 0.07% | 9,368 | -156 | -1.6% | -$6.48万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $389.69万 | 0.07% | 352,342 | -14,459 | -3.9% | -$15.99万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $391.28万 | 0.07% | 53,019 | 31,619 | 147.8% | $233.35万 | 加仓 |
| PFFA | ETFIS SER TR I | $392.37万 | 0.07% | 190,749 | 5,183 | 2.8% | $10.66万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $393.08万 | 0.07% | 16,177 | -914 | -5.3% | -$22.21万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $395.22万 | 0.07% | 47,576 | 2,149 | 4.7% | $17.85万 | 加仓 |
| SNOW | SNOWFLAKE INC | $395.44万 | 0.07% | 15,538 | 4,086 | 35.7% | $103.99万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $402.62万 | 0.08% | 93,394 | -33,759 | -26.5% | -$145.54万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $402.85万 | 0.08% | 182,367 | 142,715 | 359.9% | $315.26万 | 加仓 |