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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $1,649.48万 | 0.31% | 48,369 | -6,944 | -12.6% | -$236.80万 | 减仓 |
| GEV | GE VERNOVA INC | $1,674.88万 | 0.31% | 14,256 | 674 | 5.0% | $79.19万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,690.77万 | 0.32% | 197,774 | 109,736 | 124.6% | $938.13万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,720.20万 | 0.32% | 56,777 | 15,125 | 36.3% | $458.25万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,730.05万 | 0.32% | 56,482 | -846 | -1.5% | -$25.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,739.15万 | 0.33% | 201,898 | 7,384 | 3.8% | $63.61万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $1,771.27万 | 0.33% | 145,174 | -29,798 | -17.0% | -$363.57万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,792.91万 | 0.34% | 263,624 | 16,427 | 6.6% | $111.72万 | 加仓 |
| WMT | WALMART INC | $1,798.56万 | 0.34% | 158,800 | -4,934 | -3.0% | -$55.88万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,805.50万 | 0.34% | 418,522 | 432 | 0.1% | $1.86万 | 加仓 |
| SNTH | TIDAL TRUST III | $1,822.25万 | 0.34% | 612,933 | 46,227 | 8.2% | $137.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,824.63万 | 0.34% | 539,194 | 92,852 | 20.8% | $314.21万 | 加仓 |
| ITOT | ISHARES TR | $1,834.74万 | 0.34% | 111,690 | -1,265 | -1.1% | -$20.78万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,866.40万 | 0.35% | 62,654 | 45,857 | 273.0% | $1,366.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,914.01万 | 0.36% | 603,599 | 177,214 | 41.6% | $561.95万 | 加仓 |
| CAT | CATERPILLAR INC | $1,933.56万 | 0.36% | 18,157 | 2,200 | 13.8% | $234.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,981.96万 | 0.37% | 39,608 | 1,982 | 5.3% | $99.18万 | 加仓 |
| COWZ | PACER FDS TR | $2,025.07万 | 0.38% | 325,573 | -23,620 | -6.8% | -$146.92万 | 减仓 |
| IWM | ISHARES TR | $2,070.40万 | 0.39% | 68,910 | -15,471 | -18.3% | -$464.83万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,087.80万 | 0.39% | 412,854 | 100,339 | 32.1% | $507.41万 | 加仓 |
| TQQQ | PROSHARES TR | $2,140.75万 | 0.40% | 264,290 | -33,938 | -11.4% | -$274.90万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,163.14万 | 0.40% | 351,960 | 42,067 | 13.6% | $258.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,195.73万 | 0.41% | 188,200 | -111,414 | -37.2% | -$1,299.87万 | 减仓 |
| IJH | ISHARES TR | $2,264.36万 | 0.42% | 293,654 | 4,363 | 1.5% | $33.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,374.85万 | 0.44% | 199,584 | 10,868 | 5.8% | $129.32万 | 加仓 |
| GLD | SPDR GOLD TR | $2,706.11万 | 0.51% | 73,460 | -7,236 | -9.0% | -$266.56万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,900.94万 | 0.54% | 357,875 | -2,864 | -0.8% | -$23.22万 | 减仓 |
| META | META PLATFORMS INC | $2,934.55万 | 0.55% | 52,096 | -5,547 | -9.6% | -$312.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,991.72万 | 0.56% | 43,560 | 3,243 | 8.0% | $222.73万 | 加仓 |
| QQQI | NEOS ETF TRUST | $3,034.96万 | 0.57% | 534,418 | 87,662 | 19.6% | $497.83万 | 加仓 |
| GARP | ISHARES TR | $3,091.70万 | 0.58% | 374,524 | 587 | 0.2% | $4.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,182.42万 | 0.60% | 34,019 | -868 | -2.5% | -$81.20万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,188.47万 | 0.60% | 872,837 | 29,058 | 3.4% | $106.15万 | 加仓 |
| SOXX | ISHARES TR | $3,308.54万 | 0.62% | 51,635 | 19,720 | 61.8% | $1,263.57万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,383.32万 | 0.63% | 686,551 | 54,124 | 8.6% | $266.72万 | 加仓 |
| SNDK | SANDISK CORP | $3,559.75万 | 0.67% | 15,656 | 9,166 | 141.2% | $2,084.10万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,754.31万 | 0.70% | 427,208 | -24,973 | -5.5% | -$219.46万 | 减仓 |
| TSLA | TESLA INC | $3,829.51万 | 0.72% | 91,049 | 3,260 | 3.7% | $137.12万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,088.79万 | 0.76% | 62,339 | 3,588 | 6.1% | $235.34万 | 加仓 |
| GOOGL | ALPHABET INC | $4,203.46万 | 0.79% | 117,622 | -626 | -0.5% | -$22.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,473.14万 | 0.84% | 77,002 | 299 | 0.4% | $17.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,718.91万 | 0.88% | 98,811 | 9,776 | 11.0% | $466.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,945.09万 | 0.92% | 259,558 | 37,951 | 17.1% | $723.04万 | 加仓 |
| PAAA | PGIM ETF TR | $5,144.31万 | 0.96% | 1,003,376 | -490,264 | -32.8% | -$2,513.58万 | 减仓 |
| GOOG | ALPHABET INC | $5,373.22万 | 1.00% | 152,073 | 10,198 | 7.2% | $360.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,388.11万 | 1.01% | 145,608 | 6,076 | 4.4% | $224.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,201.76万 | 1.35% | 193,067 | 7,956 | 4.3% | $296.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,045.99万 | 1.50% | 107,744 | 1,659 | 1.6% | $123.89万 | 加仓 |
| IVV | ISHARES TR | $9,139.13万 | 1.71% | 122,036 | 27,869 | 29.6% | $2,087.08万 | 加仓 |
| AMZN | AMAZON COM INC | $9,491.96万 | 1.78% | 398,253 | 15,173 | 4.0% | $361.63万 | 加仓 |
| AVGO | BROADCOM INC | $1.20亿 | 2.24% | 316,698 | 6,577 | 2.1% | $248.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.28亿 | 2.40% | 111,056 | 25,781 | 30.2% | $2,975.88万 | 加仓 |
| AAPL | APPLE INC | $1.42亿 | 2.65% | 489,353 | -2,734 | -0.6% | -$79.11万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.43亿 | 2.68% | 194,302 | 9,644 | 5.2% | $710.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.43亿 | 6.41% | 1,712,464 | 22,158 | 1.3% | $443.36万 | 加仓 |