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 |
|---|---|---|---|---|---|---|---|---|
| SKYY | FIRST TR EXCHANGE-TRADED FD | $676.05万 | 0.13% | 50,242 | -1,376 | -2.7% | -$18.52万 | 减仓 |
| MINT | PIMCO ETF TR | $676.56万 | 0.13% | 67,112 | 16,921 | 33.7% | $170.58万 | 加仓 |
| CSHI | NEOS ETF TRUST | $678.38万 | 0.13% | 136,194 | 3,274 | 2.5% | $16.31万 | 加仓 |
| QCOM | QUALCOMM INC | $684.46万 | 0.13% | 37,040 | -906 | -2.4% | -$16.74万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $691.47万 | 0.13% | 136,925 | -8,591 | -5.9% | -$43.38万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $705.97万 | 0.13% | 44,496 | -391 | -0.9% | -$6.20万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $707.23万 | 0.13% | 206,369 | 24,067 | 13.2% | $82.48万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $712.03万 | 0.13% | 132,816 | -31,165 | -19.0% | -$167.08万 | 减仓 |
| SHV | ISHARES TR | $715.86万 | 0.13% | 64,872 | -3,280 | -4.8% | -$36.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $723.08万 | 0.14% | 7,150 | 1,128 | 18.7% | $114.08万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $735.90万 | 0.14% | 108,925 | 1,574 | 1.5% | $10.63万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $749.64万 | 0.14% | 142,192 | -9,413 | -6.2% | -$49.63万 | 减仓 |
| BA | BOEING CO | $758.13万 | 0.14% | 35,022 | 478 | 1.4% | $10.35万 | 加仓 |
| ISVL | ISHARES TR | $763.77万 | 0.14% | 151,692 | 6,254 | 4.3% | $31.49万 | 加仓 |
| MSTR | STRATEGY INC | $769.19万 | 0.14% | 88,483 | 4,259 | 5.1% | $37.02万 | 加仓 |
| QUAL | ISHARES TR | $772.26万 | 0.14% | 35,194 | -18,058 | -33.9% | -$396.24万 | 减仓 |
| EEM | ISHARES TR | $787.08万 | 0.15% | 115,053 | 16,454 | 16.7% | $112.56万 | 加仓 |
| MTUM | ISHARES TR | $788.24万 | 0.15% | 22,992 | -4,059 | -15.0% | -$139.16万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $788.87万 | 0.15% | 125,437 | 10,433 | 9.1% | $65.61万 | 加仓 |
| CIEN | CIENA CORP | $790.24万 | 0.15% | 16,109 | 4,107 | 34.2% | $201.47万 | 加仓 |
| FSK | FS KKR CAP CORP | $798.50万 | 0.15% | 760,481 | -636,229 | -45.6% | -$668.04万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $802.29万 | 0.15% | 220,470 | 11,352 | 5.4% | $41.31万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $805.58万 | 0.15% | 9,388 | 3,448 | 58.0% | $295.87万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $824.13万 | 0.15% | 15,777 | -759 | -4.6% | -$39.65万 | 减仓 |
| — | NEOS ETF TRUST | $825.77万 | 0.15% | 155,229 | 136,859 | 745.0% | $728.04万 | 加仓 |
| IUSB | ISHARES TR | $827.67万 | 0.15% | 179,345 | 35,670 | 24.8% | $164.62万 | 加仓 |
| PAVE | GLOBAL X FDS | $837.56万 | 0.16% | 142,152 | 13,705 | 10.7% | $80.75万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $839.13万 | 0.16% | 403,816 | 286,699 | 244.8% | $595.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $843.12万 | 0.16% | 30,529 | 456 | 1.5% | $12.59万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $847.26万 | 0.16% | 406,263 | -30,882 | -7.1% | -$64.40万 | 减仓 |
| IVW | ISHARES TR | $849.74万 | 0.16% | 61,786 | 18,617 | 43.1% | $256.04万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $852.89万 | 0.16% | 460,273 | 186,965 | 68.4% | $346.45万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $854.54万 | 0.16% | 52,900 | -8,371 | -13.7% | -$135.22万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $858.12万 | 0.16% | 13,435 | -1,162 | -8.0% | -$74.22万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $871.34万 | 0.16% | 419,116 | 419,116 | — | $871.34万 | 新建仓 |
| IJR | ISHARES TR | $874.79万 | 0.16% | 58,984 | 3,882 | 7.0% | $57.57万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $878.98万 | 0.16% | 172,333 | -4,445 | -2.5% | -$22.67万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $908.03万 | 0.17% | 133,220 | 9,274 | 7.5% | $63.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $908.38万 | 0.17% | 32,302 | -21,535 | -40.0% | -$605.59万 | 减仓 |
| NFLX | NETFLIX INC. | $914.93万 | 0.17% | 128,141 | -41,471 | -24.5% | -$296.10万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $917.18万 | 0.17% | 42,086 | 5,308 | 14.4% | $115.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $937.98万 | 0.18% | 176,610 | -57,186 | -24.5% | -$303.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $939.38万 | 0.18% | 154,529 | -3,083 | -2.0% | -$18.74万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $942.83万 | 0.18% | 96,011 | -17,930 | -15.7% | -$176.07万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $944.63万 | 0.18% | 70,891 | 1,289 | 1.9% | $17.18万 | 加仓 |
| IAU | ISHARES GOLD TR | $950.55万 | 0.18% | 125,884 | 401 | 0.3% | $3.03万 | 加仓 |
| ICOW | PACER FDS TR | $979.17万 | 0.18% | 235,207 | 6,117 | 2.7% | $25.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $980.27万 | 0.18% | 52,921 | 10,527 | 24.8% | $194.99万 | 加仓 |
| TLT | ISHARES TR | $981.06万 | 0.18% | 113,523 | 74,111 | 188.0% | $640.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $981.24万 | 0.18% | 38,636 | 9,721 | 33.6% | $246.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,008.20万 | 0.19% | 27,569 | -524 | -1.9% | -$19.16万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,010.30万 | 0.19% | 42,697 | 965 | 2.3% | $22.83万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,011.41万 | 0.19% | 190,508 | 16,788 | 9.7% | $89.13万 | 加仓 |
| EWY | ISHARES INC | $1,013.90万 | 0.19% | 50,218 | 50,218 | — | $1,013.90万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,021.41万 | 0.19% | 180,844 | -7,084 | -3.8% | -$40.01万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1,021.87万 | 0.19% | 114,998 | 17,160 | 17.5% | $152.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,030.42万 | 0.19% | 23,882 | 15,952 | 201.2% | $688.27万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,040.56万 | 0.19% | 10,783 | 521 | 5.1% | $50.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1,043.01万 | 0.20% | 76,288 | -19,924 | -20.7% | -$272.40万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,053.61万 | 0.20% | 114,972 | -176 | -0.2% | -$1.61万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,084.47万 | 0.20% | 269,167 | 47,405 | 21.4% | $190.99万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,088.52万 | 0.20% | 119,895 | 1,486 | 1.3% | $13.49万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,092.01万 | 0.20% | 215,557 | 168,095 | 354.2% | $851.57万 | 加仓 |
| GE | GE AEROSPACE | $1,097.47万 | 0.21% | 29,365 | 395 | 1.4% | $14.76万 | 加仓 |
| HD | HOME DEPOT INC | $1,101.32万 | 0.21% | 31,227 | 78 | 0.3% | $2.75万 | 加仓 |
| SSO | PROSHARES TR | $1,119.02万 | 0.21% | 166,076 | -5,123 | -3.0% | -$34.52万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,121.03万 | 0.21% | 209,657 | -73,604 | -26.0% | -$393.56万 | 减仓 |
| V | VISA INC | $1,125.11万 | 0.21% | 32,793 | 1,216 | 3.9% | $41.72万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,140.28万 | 0.21% | 151,131 | -15,413 | -9.3% | -$116.29万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,149.35万 | 0.21% | 227,639 | -308,021 | -57.5% | -$1,555.20万 | 减仓 |
| CSCO | CISCO SYS INC | $1,157.42万 | 0.22% | 98,538 | 12,682 | 14.8% | $148.96万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,168.63万 | 0.22% | 245,872 | 39,375 | 19.1% | $187.15万 | 加仓 |
| IEMG | ISHARES INC | $1,171.70万 | 0.22% | 141,441 | 30,135 | 27.1% | $249.64万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,181.94万 | 0.22% | 55,550 | 4,572 | 9.0% | $97.28万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,184.81万 | 0.22% | 251,018 | 29,358 | 13.2% | $138.57万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,198.09万 | 0.22% | 717,418 | -14,126 | -1.9% | -$23.59万 | 减仓 |
| IYW | ISHARES TR | $1,198.31万 | 0.22% | 47,508 | 25,033 | 111.4% | $631.41万 | 加仓 |
| ABBV | ABBVIE INC | $1,206.24万 | 0.23% | 47,935 | 1,482 | 3.2% | $37.29万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,209.74万 | 0.23% | 39,965 | 34,538 | 636.4% | $1,045.47万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $1,217.55万 | 0.23% | 374,632 | 4,991 | 1.4% | $16.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,217.80万 | 0.23% | 77,062 | 4,952 | 6.9% | $78.26万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $1,218.99万 | 0.23% | 204,873 | 1,341 | 0.7% | $7.98万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,272.95万 | 0.24% | 122,445 | -4,034 | -3.2% | -$41.94万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,309.12万 | 0.24% | 148,916 | 27,581 | 22.7% | $242.46万 | 加仓 |
| INTC | INTEL CORP | $1,317.71万 | 0.25% | 94,371 | 9,183 | 10.8% | $128.22万 | 加仓 |
| ITA | ISHARES TR | $1,379.17万 | 0.26% | 56,892 | 948 | 1.7% | $22.98万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,397.87万 | 0.26% | 381,932 | 28,335 | 8.0% | $103.71万 | 加仓 |
| SGOV | ISHARES TR | $1,411.30万 | 0.26% | 140,190 | 13,025 | 10.2% | $131.12万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,415.29万 | 0.26% | 52,042 | 8,011 | 18.2% | $217.86万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1,422.37万 | 0.27% | 150,233 | 25,007 | 20.0% | $236.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,426.34万 | 0.27% | 43,575 | 1,639 | 3.9% | $53.65万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,432.36万 | 0.27% | 159,417 | -17,642 | -10.0% | -$158.51万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,449.97万 | 0.27% | 33,461 | 11,573 | 52.9% | $501.50万 | 加仓 |
| GLW | CORNING INC | $1,451.19万 | 0.27% | 56,813 | 27,299 | 92.5% | $697.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,499.10万 | 0.28% | 204,210 | -149,079 | -42.2% | -$1,094.39万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,529.95万 | 0.29% | 128,008 | 10,288 | 8.7% | $122.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,615.91万 | 0.30% | 22,350 | 8,122 | 57.1% | $587.22万 | 加仓 |
| LLY | ELI LILLY & CO | $1,620.46万 | 0.30% | 13,511 | 1,896 | 16.3% | $227.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,629.03万 | 0.30% | 21,346 | -1,421 | -6.2% | -$108.44万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $1,632.14万 | 0.31% | 1,254,525 | 97,712 | 8.4% | $127.12万 | 加仓 |