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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $403.72万 | 0.08% | 2,029 | 210 | 11.5% | $41.79万 | 加仓 |
| CALF | PACER FDS TR | $404.65万 | 0.08% | 79,954 | 1,100 | 1.4% | $5.57万 | 加仓 |
| SRE | SEMPRA | $405.74万 | 0.08% | 43,764 | 1,514 | 3.6% | $14.04万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $409.60万 | 0.08% | 156,156 | 8,541 | 5.8% | $22.40万 | 加仓 |
| CORP | PIMCO ETF TR | $410.75万 | 0.08% | 42,389 | 8,281 | 24.3% | $80.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $411.35万 | 0.08% | 49,770 | 15,531 | 45.4% | $128.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $411.52万 | 0.08% | 42,676 | -76 | -0.2% | -$7,329 | 减仓 |
| — | PIMCO INCOME STRATEGY FD | $413.49万 | 0.08% | 524,739 | -25,416 | -4.6% | -$20.03万 | 减仓 |
| AIQ | GLOBAL X FDS | $413.82万 | 0.08% | 63,073 | 17,983 | 39.9% | $117.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $422.96万 | 0.08% | 12,504 | 1,864 | 17.5% | $63.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $426.09万 | 0.08% | 23,906 | -8,444 | -26.1% | -$150.50万 | 减仓 |
| ORCL | ORACLE CORP | $427.20万 | 0.08% | 29,150 | 4,140 | 16.6% | $60.67万 | 加仓 |
| DE | DEERE & CO | $429.30万 | 0.08% | 6,768 | 367 | 5.7% | $23.28万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $429.72万 | 0.08% | 117,797 | -4,321 | -3.5% | -$15.76万 | 减仓 |
| DTCR | GLOBAL X FDS | $430.29万 | 0.08% | 141,684 | 41,614 | 41.6% | $126.38万 | 加仓 |
| CMI | CUMMINS INC | $434.20万 | 0.08% | 6,088 | 1,104 | 22.2% | $78.74万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $434.60万 | 0.08% | 72,085 | 3,087 | 4.5% | $18.61万 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $435.57万 | 0.08% | 281,010 | 4,409 | 1.6% | $6.83万 | 加仓 |
| DGRO | ISHARES TR | $436.96万 | 0.08% | 57,654 | 8,408 | 17.1% | $63.72万 | 加仓 |
| DBEF | DBX ETF TR | $437.12万 | 0.08% | 80,015 | 8,056 | 11.2% | $44.01万 | 加仓 |
| IGIB | ISHARES TR | $444.90万 | 0.08% | 83,675 | -2,756 | -3.2% | -$14.65万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $445.21万 | 0.08% | 140,181 | -67,128 | -32.4% | -$213.20万 | 减仓 |
| GCOW | PACER FDS TR | $448.57万 | 0.08% | 103,595 | 1,748 | 1.7% | $7.57万 | 加仓 |
| AGNC | AGNC INVT CORP | $449.83万 | 0.08% | 412,690 | -279,743 | -40.4% | -$304.92万 | 减仓 |
| PATN | PACER FDS TR | $451.36万 | 0.08% | 121,418 | 121,418 | — | $451.36万 | 新建仓 |
| IWF | ISHARES TR | $452.85万 | 0.08% | 36,470 | -514 | -1.4% | -$6.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $453.59万 | 0.08% | 26,701 | 8,379 | 45.7% | $142.34万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $455.36万 | 0.09% | 64,207 | -9,415 | -12.8% | -$66.77万 | 减仓 |
| SBUX | STARBUCKS CORP | $459.98万 | 0.09% | 45,012 | -315 | -0.7% | -$3.22万 | 减仓 |
| RTX | RTX CORPORATION | $460.50万 | 0.09% | 24,271 | 936 | 4.0% | $17.76万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $461.56万 | 0.09% | 27,128 | 4,018 | 17.4% | $68.36万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $464.91万 | 0.09% | 194,932 | 136,628 | 234.3% | $325.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $466.47万 | 0.09% | 9,082 | 813 | 9.8% | $41.76万 | 加仓 |
| EFV | ISHARES TR | $466.67万 | 0.09% | 60,962 | -48,524 | -44.3% | -$371.45万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $469.13万 | 0.09% | 40,001 | 4,301 | 12.0% | $50.44万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $469.16万 | 0.09% | 90,606 | 15,355 | 20.4% | $79.51万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $471.23万 | 0.09% | 241,532 | -4,115 | -1.7% | -$8.03万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $471.57万 | 0.09% | 143,030 | 34,535 | 31.8% | $113.86万 | 加仓 |
| FLRT | PACER FDS TR | $476.33万 | 0.09% | 102,151 | -101,232 | -49.8% | -$472.05万 | 减仓 |
| IUSG | ISHARES TR | $480.98万 | 0.09% | 25,572 | 476 | 1.9% | $8.95万 | 加仓 |
| CAIE | CALAMOS ETF TR | $481.36万 | 0.09% | 176,904 | 18,681 | 11.8% | $50.83万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $486.04万 | 0.09% | 51,750 | 1,070 | 2.1% | $10.05万 | 加仓 |
| APP | APPLOVIN CORP | $493.45万 | 0.09% | 9,577 | 2,286 | 31.4% | $117.79万 | 加仓 |
| MBB | ISHARES TR | $495.92万 | 0.09% | 52,467 | -8,115 | -13.4% | -$76.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $497.32万 | 0.09% | 68,919 | -9,585 | -12.2% | -$69.17万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $510.15万 | 0.10% | 114,691 | 20,893 | 22.3% | $92.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $517.58万 | 0.10% | 35,296 | 2,324 | 7.0% | $34.08万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $525.93万 | 0.10% | 310,284 | 7,487 | 2.5% | $12.69万 | 加仓 |
| NET | CLOUDFLARE INC | $526.73万 | 0.10% | 21,475 | -16,881 | -44.0% | -$414.05万 | 减仓 |
| ARTY | ISHARES TR | $530.03万 | 0.10% | 69,594 | 7,453 | 12.0% | $56.76万 | 加仓 |
| BILS | SPDR SERIES TRUST | $530.86万 | 0.10% | 53,418 | 1,673 | 3.2% | $16.63万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $532.13万 | 0.10% | 117,364 | -8,543 | -6.8% | -$38.73万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $534.25万 | 0.10% | 326,158 | 8,952 | 2.8% | $14.66万 | 加仓 |
| IJS | ISHARES TR | $535.14万 | 0.10% | 39,152 | -69,534 | -64.0% | -$950.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $539.02万 | 0.10% | 75,652 | -44,826 | -37.2% | -$319.38万 | 减仓 |
| ENFR | ALPS ETF TR | $542.40万 | 0.10% | 142,363 | -37,585 | -20.9% | -$143.20万 | 减仓 |
| — | ETFIS SER TR I | $547.59万 | 0.10% | 118,550 | 3,488 | 3.0% | $16.11万 | 加仓 |
| CLS | CELESTICA INC | $552.20万 | 0.10% | 15,143 | 4,524 | 42.6% | $164.97万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $552.84万 | 0.10% | 192,604 | 28,262 | 17.2% | $81.12万 | 加仓 |
| HACK | AMPLIFY ETF TR | $552.86万 | 0.10% | 52,688 | 1,291 | 2.5% | $13.55万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $558.94万 | 0.10% | 1,120,115 | 304,604 | 37.4% | $152.00万 | 加仓 |
| TJX | TJX COS INC NEW | $564.96万 | 0.11% | 37,291 | -2,705 | -6.8% | -$40.98万 | 减仓 |
| PFF | ISHARES TR | $569.08万 | 0.11% | 186,644 | -4,996 | -2.6% | -$15.23万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $571.22万 | 0.11% | 113,404 | 24,122 | 27.0% | $121.50万 | 加仓 |
| MRK | MERCK & CO INC | $572.65万 | 0.11% | 44,565 | -5,567 | -11.1% | -$71.54万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $574.12万 | 0.11% | 2,485,356 | -974,995 | -28.2% | -$225.22万 | 减仓 |
| EMXC | ISHARES INC | $574.25万 | 0.11% | 56,134 | 19,764 | 54.3% | $202.19万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $575.97万 | 0.11% | 33,710 | 33,710 | — | $575.97万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $576.24万 | 0.11% | 136,099 | -60,813 | -30.9% | -$257.48万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $577.94万 | 0.11% | 110,823 | -8,139 | -6.8% | -$42.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $584.23万 | 0.11% | 102,532 | 7,167 | 7.5% | $40.84万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $584.67万 | 0.11% | 17,462 | -950 | -5.2% | -$31.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $586.33万 | 0.11% | 178,859 | 34,089 | 23.5% | $111.75万 | 加仓 |
| TIP | ISHARES TR | $595.45万 | 0.11% | 54,414 | 4,731 | 9.5% | $51.77万 | 加仓 |
| IYM | ISHARES TR | $595.57万 | 0.11% | 33,174 | 31,941 | 2,590.5% | $573.43万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $596.53万 | 0.11% | 36,070 | 777 | 2.2% | $12.85万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $601.08万 | 0.11% | 31,347 | 3,021 | 10.7% | $57.93万 | 加仓 |
| VB | VANGUARD INDEX FDS | $601.44万 | 0.11% | 19,842 | 1,127 | 6.0% | $34.16万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $609.99万 | 0.11% | 56,939 | -21,881 | -27.8% | -$234.41万 | 减仓 |
| USMV | ISHARES TR | $610.53万 | 0.11% | 63,293 | -6,026 | -8.7% | -$58.13万 | 减仓 |
| FTNT | FORTINET INC | $618.35万 | 0.12% | 40,252 | -9,479 | -19.1% | -$145.62万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $620.00万 | 0.12% | 152,765 | -1,602 | -1.0% | -$6.50万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $620.53万 | 0.12% | 469,207 | -507,341 | -52.0% | -$670.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $621.68万 | 0.12% | 123,373 | -56,971 | -31.6% | -$287.08万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $622.44万 | 0.12% | 55,142 | 35,059 | 174.6% | $395.74万 | 加仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $625.34万 | 0.12% | 136,775 | 136,775 | — | $625.34万 | 新建仓 |
| TOPT | ISHARES TR | $625.40万 | 0.12% | 189,977 | -104,849 | -35.6% | -$345.16万 | 减仓 |
| SHLD | GLOBAL X FDS | $626.39万 | 0.12% | 104,905 | 7,237 | 7.4% | $43.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $628.69万 | 0.12% | 171,027 | 2,163 | 1.3% | $7.95万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $633.88万 | 0.12% | 248,385 | 11,511 | 4.9% | $29.38万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $636.48万 | 0.12% | 86,185 | 86,185 | — | $636.48万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $644.81万 | 0.12% | 38,901 | -7,662 | -16.5% | -$127.00万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $645.82万 | 0.12% | 78,167 | 6,185 | 8.6% | $51.10万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $648.69万 | 0.12% | 45,718 | -50 | -0.1% | -$7,094 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $651.49万 | 0.12% | 168,868 | 83,505 | 97.8% | $322.16万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $652.35万 | 0.12% | 125,549 | 5,118 | 4.2% | $26.59万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $654.10万 | 0.12% | 293,450 | 232,152 | 378.7% | $517.47万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $657.78万 | 0.12% | 109,103 | 41,784 | 62.1% | $251.92万 | 加仓 |
| QDPL | PACER FDS TR | $662.69万 | 0.12% | 147,036 | 17,408 | 13.4% | $78.46万 | 加仓 |
| PEP | PEPSICO INC | $667.67万 | 0.12% | 49,311 | 5,829 | 13.4% | $78.93万 | 加仓 |