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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO CALIF VALUE MUN INCO | $0 | 0.00% | 0 | -11,784 | -100.0% | -$12.30万 | 清仓 |
| — | FRANKLIN UNVL TR | $0 | 0.00% | 0 | -13,362 | -100.0% | -$10.70万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -10,735 | -100.0% | -$9.70万 | 清仓 |
| — | AMERICAN BITCOIN CORP. | $0 | 0.00% | 0 | -100,700 | -100.0% | -$9.31万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -15,869 | -100.0% | -$7.30万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -13,859 | -100.0% | -$7.07万 | 清仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -15,750 | -100.0% | -$6.54万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -11,105 | -100.0% | -$4.26万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -583,290 | -100.0% | -$4,083 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $4,254 | 0.00% | 285,488 | 285,488 | — | $4,254 | 新建仓 |
| — | BED BATH & BEYOND INC | $9,819 | 0.00% | 23,378 | -3,125 | -11.8% | -$1,313 | 减仓 |
| — | NANO X IMAGING LTD | $1.30万 | 0.00% | 11,238 | -132 | -1.2% | -$153 | 减仓 |
| — | CHURCHILL CAPITAL CORP IX | $1.56万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $1.81万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $1.82万 | 0.00% | 24,223 | 1,000 | 4.3% | $750 | 加仓 |
| — | DATAVAULT AI INC | $2.03万 | 0.00% | 58,000 | -41,000 | -41.4% | -$1.44万 | 减仓 |
| — | STREAMEX CORP | $2.05万 | 0.00% | 24,113 | 24,113 | — | $2.05万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $3.04万 | 0.00% | 18,750 | 18,750 | — | $3.04万 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP | $3.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CR CO | $3.98万 | 0.00% | 10,688 | -303,948 | -96.6% | -$113.07万 | 重新持有 |
| — | MICROCHIP TECHNOLOGY INC. | $4.06万 | 0.00% | 15,000 | 15,000 | — | $4.06万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $4.97万 | 0.00% | 32,000 | 32,000 | — | $4.97万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $4.99万 | 0.00% | 22,779 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS | $5.15万 | 0.00% | 10,700 | 10,700 | — | $5.15万 | 新建仓 |
| NIO | NIO INC | $5.53万 | 0.00% | 10,919 | 545 | 5.3% | $2,758 | 加仓 |
| — | NEOVOLTA INC | $5.85万 | 0.00% | 18,580 | 18,580 | — | $5.85万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $6.33万 | 0.00% | 14,288 | 500 | 3.6% | $2,215 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.51万 | 0.00% | 11,908 | -1,985 | -14.3% | -$1.09万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $6.61万 | 0.00% | 20,410 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $7.26万 | 0.00% | 26,783 | 3,094 | 13.1% | $8,385 | 加仓 |
| ACHR | ARCHER AVIATION INC | $7.97万 | 0.00% | 16,860 | 1,250 | 8.0% | $5,913 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $8.31万 | 0.00% | 14,900 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $8.65万 | 0.00% | 10,430 | 10,430 | — | $8.65万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $8.68万 | 0.00% | 18,350 | 18,350 | — | $8.68万 | 新建仓 |
| MNKD | MANNKIND CORP | $9.68万 | 0.00% | 22,720 | 10,000 | 78.6% | $4.26万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $9.98万 | 0.00% | 25,928 | 9,375 | 56.6% | $3.61万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $10.64万 | 0.00% | 10,063 | 0 | 0.0% | — | 不变 |
| ALLT | ALLOT LTD | $10.97万 | 0.00% | 12,400 | 12,400 | — | $10.97万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $11.00万 | 0.00% | 11,200 | 1,000 | 9.8% | $9,820 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $11.01万 | 0.00% | 12,063 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $11.21万 | 0.00% | 10,500 | -1,150 | -9.9% | -$1.23万 | 减仓 |
| SERV | SERVE ROBOTICS INC | $11.37万 | 0.00% | 17,287 | 17,287 | — | $11.37万 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $12.07万 | 0.00% | 12,057 | 1,336 | 12.5% | $1.34万 | 重新持有 |
| — | BITWISE XRP ETF | $12.40万 | 0.00% | 10,633 | 10,633 | — | $12.40万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.44万 | 0.00% | 26,920 | 750 | 2.9% | $3,465 | 加仓 |
| — | ORLA MNG LTD NEW | $12.52万 | 0.00% | 12,805 | 12,805 | — | $12.52万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $12.53万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TSSI | TSS INC DEL | $12.67万 | 0.00% | 10,300 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.43万 | 0.00% | 22,841 | -1,365 | -5.6% | -$8,026 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $13.64万 | 0.00% | 11,460 | 33 | 0.3% | $393 | 加仓 |
| FVRR | FIVERR INTL LTD | $13.75万 | 0.00% | 13,325 | 0 | 0.0% | — | 不变 |
| — | GCT SEMICONDUCTOR HLDG INC | $14.63万 | 0.00% | 49,250 | 49,250 | — | $14.63万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $14.66万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $14.92万 | 0.00% | 23,058 | -235 | -1.0% | -$1,520 | 减仓 |
| — | ISHARES ETHEREUM TR | $15.52万 | 0.00% | 13,055 | 1,602 | 14.0% | $1.90万 | 加仓 |
| GOGO | GOGO INC | $15.73万 | 0.00% | 50,750 | -9,000 | -15.1% | -$2.79万 | 减仓 |
| RIG | TRANSOCEAN LTD | $15.91万 | 0.00% | 32,529 | 893 | 2.8% | $4,367 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $16.09万 | 0.00% | 11,876 | 108 | 0.9% | $1,463 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $16.17万 | 0.00% | 18,485 | 18,485 | — | $16.17万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $16.37万 | 0.00% | 13,506 | 13,506 | — | $16.37万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $16.74万 | 0.00% | 10,905 | 10,905 | — | $16.74万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $16.88万 | 0.00% | 22,325 | 400 | 1.8% | $3,024 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $16.88万 | 0.00% | 13,484 | -1,938 | -12.6% | -$2.43万 | 减仓 |
| SSL | SASOL LTD | $16.89万 | 0.00% | 17,200 | 17,200 | — | $16.89万 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $17.00万 | 0.00% | 50,610 | 2,952 | 6.2% | $9,919 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.06万 | 0.00% | 13,373 | -35,076 | -72.4% | -$44.76万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $17.52万 | 0.00% | 16,435 | 1,004 | 6.5% | $1.07万 | 加仓 |
| TDAY | USA TODAY CO INC | $17.53万 | 0.00% | 20,500 | -3,000 | -12.8% | -$2.56万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17.63万 | 0.00% | 18,776 | -3,871 | -17.1% | -$3.63万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $18.17万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $19.02万 | 0.00% | 13,117 | -200 | -1.5% | -$2,900 | 减仓 |
| — | PROSHARES TR | $19.38万 | 0.00% | 14,300 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $20.06万 | 0.00% | 20,678 | 9,289 | 81.6% | $9.01万 | 加仓 |
| XEL | XCEL ENERGY INC | $20.07万 | 0.00% | 2,499 | 2,499 | — | $20.07万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.08万 | 0.00% | 2,762 | 2,762 | — | $20.08万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $20.08万 | 0.00% | 5,163 | -3,610 | -41.1% | -$14.04万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $20.20万 | 0.00% | 1,103 | 1,103 | — | $20.20万 | 新建仓 |
| FISV | FISERV INC | $20.23万 | 0.00% | 4,125 | -496 | -10.7% | -$2.43万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $20.27万 | 0.00% | 6,571 | -27,867 | -80.9% | -$85.97万 | 重新持有 |
| XPO | XPO INC | $20.28万 | 0.00% | 988 | 988 | — | $20.28万 | 新建仓 |
| — | PUTNAM ETF TRUST | $20.30万 | 0.00% | 27,365 | -25,502 | -48.2% | -$18.92万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $20.33万 | 0.00% | 6,656 | -547 | -7.6% | -$1.67万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.37万 | 0.00% | 2,340 | -7,620 | -76.5% | -$66.32万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $20.42万 | 0.00% | 2,050 | -600 | -22.6% | -$5.98万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $20.42万 | 0.00% | 3,915 | -400 | -9.3% | -$2.09万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.48万 | 0.00% | 332 | 332 | — | $20.48万 | 新建仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $20.59万 | 0.00% | 28,881 | 251 | 0.9% | $1,790 | 加仓 |
| SN | SHARKNINJA INC | $20.60万 | 0.00% | 1,353 | 1,353 | — | $20.60万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $20.64万 | 0.00% | 4,745 | -1,500 | -24.0% | -$6.52万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $20.65万 | 0.00% | 37,889 | -10,323 | -21.4% | -$5.63万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $20.66万 | 0.00% | 900 | 900 | — | $20.66万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.76万 | 0.00% | 13,084 | 13,084 | — | $20.76万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $20.78万 | 0.00% | 3,075 | 3,075 | — | $20.78万 | 新建仓 |
| — | PGIM ROCK ETF TR | $20.79万 | 0.00% | 6,439 | 6,439 | — | $20.79万 | 新建仓 |
| EBAY | EBAY INC. | $20.81万 | 0.00% | 1,862 | -3,301 | -63.9% | -$36.89万 | 重新持有 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $20.87万 | 0.00% | 10,098 | -23,038 | -69.5% | -$47.62万 | 重新持有 |
| — | ETF OPPORTUNITIES TRUST | $20.90万 | 0.00% | 8,900 | 8,900 | — | $20.90万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $20.92万 | 0.00% | 1,866 | 1,866 | — | $20.92万 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $20.94万 | 0.00% | 4,208 | -39,225 | -90.3% | -$195.22万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $20.96万 | 0.00% | 16,000 | 16,000 | — | $20.96万 | 新建仓 |