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 |
|---|---|---|---|---|---|---|---|---|
| NWL | NEWELL BRANDS INC | $20.97万 | 0.00% | 34,150 | -500 | -1.4% | -$3,070 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $21.01万 | 0.00% | 1,963 | 1,963 | — | $21.01万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $21.03万 | 0.00% | 4,151 | 10 | 0.2% | $507 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $21.08万 | 0.00% | 1,587 | 30 | 1.9% | $3,986 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $21.09万 | 0.00% | 426 | 426 | — | $21.09万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $21.11万 | 0.00% | 5,233 | 5,233 | — | $21.11万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $21.19万 | 0.00% | 4,976 | 4,976 | — | $21.19万 | 新建仓 |
| HDB | HDFC BANK LTD | $21.21万 | 0.00% | 8,212 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $21.36万 | 0.00% | 3,910 | 170 | 4.5% | $9,285 | 加仓 |
| VOLT | TEMA ETF TRUST | $21.39万 | 0.00% | 5,107 | 5,107 | — | $21.39万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $21.43万 | 0.00% | 2,668 | -547 | -17.0% | -$4.39万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $21.47万 | 0.00% | 7,100 | 7,100 | — | $21.47万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $21.47万 | 0.00% | 1,200 | 1,200 | — | $21.47万 | 新建仓 |
| IYK | ISHARES TR | $21.48万 | 0.00% | 2,956 | 2 | 0.1% | $145 | 加仓 |
| MAS | MASCO CORP | $21.52万 | 0.00% | 2,645 | 2,645 | — | $21.52万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.55万 | 0.00% | 3,441 | 3,441 | — | $21.55万 | 新建仓 |
| GPC | GENUINE PARTS CO | $21.58万 | 0.00% | 1,829 | 97 | 5.6% | $1.14万 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $21.61万 | 0.00% | 639 | -115 | -15.3% | -$3.89万 | 减仓 |
| TXT | TEXTRON INC | $21.64万 | 0.00% | 2,359 | 2,359 | — | $21.64万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $21.67万 | 0.00% | 5,133 | -178 | -3.4% | -$7,513 | 减仓 |
| IWN | ISHARES TR | $21.68万 | 0.00% | 980 | -398 | -28.9% | -$8.80万 | 减仓 |
| — | ELEVATION SERIES TRUST | $21.68万 | 0.00% | 26,342 | -349 | -1.3% | -$2,872 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $21.68万 | 0.00% | 1,426 | 33 | 2.4% | $5,017 | 加仓 |
| — | PGIM ROCK ETF TR | $21.68万 | 0.00% | 6,884 | 6,884 | — | $21.68万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.79万 | 0.00% | 9,500 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $21.82万 | 0.00% | 8,420 | 845 | 11.2% | $2.19万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $21.90万 | 0.00% | 3,287 | -14 | -0.4% | -$933 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $22.05万 | 0.00% | 3,279 | 3,279 | — | $22.05万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.12万 | 0.00% | 482 | -22 | -4.4% | -$1.01万 | 减仓 |
| CCJ | CAMECO CORP | $22.13万 | 0.00% | 2,173 | 72 | 3.4% | $7,334 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $22.14万 | 0.00% | 3,092 | -272 | -8.1% | -$1.95万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.17万 | 0.00% | 2,502 | 2,502 | — | $22.17万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.19万 | 0.00% | 7,607 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.24万 | 0.00% | 1,520 | 1,520 | — | $22.24万 | 新建仓 |
| TTE | TOTALENERGIES SE | $22.24万 | 0.00% | 2,860 | -143 | -4.8% | -$1.11万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $22.24万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $22.25万 | 0.00% | 4,014 | -1,020 | -20.3% | -$5.65万 | 减仓 |
| GIS | GENERAL MILLS INC | $22.26万 | 0.00% | 6,397 | 110 | 1.7% | $3,828 | 加仓 |
| — | PACER FDS TR | $22.30万 | 0.00% | 11,631 | -2,433 | -17.3% | -$4.66万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $22.31万 | 0.00% | 7,097 | 7,097 | — | $22.31万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.31万 | 0.00% | 1,438 | -3,564 | -71.3% | -$55.29万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.33万 | 0.00% | 5,434 | 5,434 | — | $22.33万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $22.35万 | 0.00% | 18,705 | 48 | 0.3% | $574 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $22.37万 | 0.00% | 1,733 | -500 | -22.4% | -$6.45万 | 减仓 |
| EIX | EDISON INTL | $22.53万 | 0.00% | 3,026 | 3,026 | — | $22.53万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $22.55万 | 0.00% | 4,174 | 4,174 | — | $22.55万 | 新建仓 |
| — | PACER FDS TR | $22.57万 | 0.00% | 8,100 | 8,100 | — | $22.57万 | 新建仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $22.63万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $22.67万 | 0.00% | 4,934 | -4,127 | -45.5% | -$18.96万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $22.68万 | 0.00% | 5,303 | 5,303 | — | $22.68万 | 新建仓 |
| BN | BROOKFIELD CORP | $22.70万 | 0.00% | 5,321 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $22.76万 | 0.00% | 17,812 | 2,856 | 19.1% | $3.65万 | 加仓 |
| HSY | HERSHEY CO | $22.81万 | 0.00% | 1,300 | -317 | -19.6% | -$5.56万 | 减仓 |
| NVMI | NOVA LTD | $22.86万 | 0.00% | 421 | 421 | — | $22.86万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $22.89万 | 0.00% | 17,679 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.98万 | 0.00% | 2,019 | -68 | -3.3% | -$7,740 | 减仓 |
| ESGD | ISHARES TR | $22.99万 | 0.00% | 2,236 | 2,236 | — | $22.99万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $23.03万 | 0.00% | 2,689 | 2,689 | — | $23.03万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $23.05万 | 0.00% | 2,233 | -125 | -5.3% | -$1.29万 | 重新持有 |
| — | FRANKLIN TEMPLETON ETF TR | $23.20万 | 0.00% | 1,868 | 1,868 | — | $23.20万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $23.24万 | 0.00% | 4,032 | 4,032 | — | $23.24万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.28万 | 0.00% | 532 | -89 | -14.3% | -$3.89万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $23.30万 | 0.00% | 7,721 | -2 | -0.0% | -$60 | 减仓 |
| LGLV | SPDR SERIES TRUST | $23.32万 | 0.00% | 1,285 | 1,285 | — | $23.32万 | 新建仓 |
| MUX | MCEWEN INC. | $23.41万 | 0.00% | 12,910 | 12,910 | — | $23.41万 | 新建仓 |
| GAP | GAP INC | $23.43万 | 0.00% | 12,541 | 1,272 | 11.3% | $2.38万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.55万 | 0.00% | 567 | 94 | 19.9% | $3.90万 | 加仓 |
| MSCI | MSCI INC | $23.58万 | 0.00% | 421 | -165 | -28.2% | -$9.24万 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $23.61万 | 0.00% | 2,820 | 2,820 | — | $23.61万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $23.62万 | 0.00% | 2,379 | -84 | -3.4% | -$8,340 | 减仓 |
| — | GLOBAL X FDS | $23.66万 | 0.00% | 6,134 | 6,134 | — | $23.66万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $23.66万 | 0.00% | 5,995 | 5,995 | — | $23.66万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $23.67万 | 0.00% | 3,043 | -382 | -11.2% | -$2.97万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.74万 | 0.00% | 2,881 | -309 | -9.7% | -$2.55万 | 减仓 |
| ROST | ROSS STORES INC | $23.82万 | 0.00% | 1,119 | 131 | 13.3% | $2.79万 | 加仓 |
| NOK | NOKIA CORP | $23.83万 | 0.00% | 17,942 | 17,942 | — | $23.83万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $23.91万 | 0.00% | 1,808 | 1,808 | — | $23.91万 | 新建仓 |
| PALC | PACER FDS TR | $23.94万 | 0.00% | 4,006 | -3,531 | -46.8% | -$21.10万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $23.97万 | 0.00% | 51,442 | 14,000 | 37.4% | $6.52万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $24.00万 | 0.00% | 4,031 | -312 | -7.2% | -$1.86万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.02万 | 0.00% | 5,236 | 5,236 | — | $24.02万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $24.07万 | 0.00% | 17,885 | 4,964 | 38.4% | $6.68万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $24.10万 | 0.00% | 5,304 | 5,304 | — | $24.10万 | 新建仓 |
| EOG | EOG RES INC | $24.14万 | 0.00% | 1,861 | -55 | -2.9% | -$7,133 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $24.19万 | 0.00% | 2,618 | 2,618 | — | $24.19万 | 新建仓 |
| — | PROSHARES TR | $24.21万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $24.23万 | 0.00% | 7,472 | -186 | -2.4% | -$6,032 | 减仓 |
| XXI | TWENTY ONE CAP INC | $24.24万 | 0.00% | 48,968 | 48,968 | — | $24.24万 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $24.30万 | 0.00% | 11,056 | -2,003 | -15.3% | -$4.40万 | 减仓 |
| RMD | RESMED INC | $24.32万 | 0.00% | 1,248 | -373 | -23.0% | -$7.27万 | 减仓 |
| TRGP | TARGA RES CORP | $24.43万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.54万 | 0.00% | 9,679 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $24.56万 | 0.00% | 1,637 | 1,637 | — | $24.56万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.71万 | 0.00% | 2,398 | -5,561 | -69.9% | -$57.31万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $24.78万 | 0.00% | 3,174 | 340 | 12.0% | $2.65万 | 加仓 |
| IYT | ISHARES TR | $24.79万 | 0.00% | 2,858 | 2,858 | — | $24.79万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $24.87万 | 0.00% | 7,760 | -162 | -2.0% | -$5,192 | 减仓 |
| STLD | STEEL DYNAMICS INC | $24.90万 | 0.00% | 1,085 | 1,085 | — | $24.90万 | 新建仓 |
| TPR | TAPESTRY INC | $25.00万 | 0.00% | 1,708 | -7 | -0.4% | -$1,025 | 减仓 |
| IDA | IDACORP INC | $25.01万 | 0.00% | 1,653 | 1,653 | — | $25.01万 | 新建仓 |