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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $25.01万 | 0.00% | 2,200 | -235 | -9.7% | -$2.67万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.16万 | 0.00% | 2,577 | -20 | -0.8% | -$1,952 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $25.17万 | 0.00% | 762 | 762 | — | $25.17万 | 新建仓 |
| SNPE | DBX ETF TR | $25.21万 | 0.00% | 3,661 | 3,661 | — | $25.21万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $25.28万 | 0.00% | 6,501 | 1,324 | 25.6% | $5.15万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.32万 | 0.00% | 1,981 | 1,981 | — | $25.32万 | 新建仓 |
| — | KRANESHARES TRUST | $25.38万 | 0.00% | 9,221 | 9,221 | — | $25.38万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $25.47万 | 0.00% | 15,052 | -1,250 | -7.7% | -$2.12万 | 减仓 |
| PJT | PJT PARTNERS INC | $25.51万 | 0.00% | 1,690 | -1,069 | -38.7% | -$16.14万 | 减仓 |
| MTZ | MASTEC INC | $25.55万 | 0.00% | 614 | -515 | -45.6% | -$21.43万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $25.73万 | 0.00% | 35,253 | 11,629 | 49.2% | $8.49万 | 加仓 |
| IQLT | ISHARES TR | $25.78万 | 0.00% | 5,203 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $25.82万 | 0.00% | 3,373 | -219 | -6.1% | -$1.68万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $25.85万 | 0.00% | 10,246 | -4,404 | -30.1% | -$11.11万 | 减仓 |
| INDA | ISHARES TR | $25.86万 | 0.00% | 5,235 | -5 | -0.1% | -$247 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $25.88万 | 0.00% | 15,134 | 25 | 0.2% | $427 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $25.94万 | 0.00% | 6,707 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $25.96万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $26.09万 | 0.00% | 19,557 | 5,494 | 39.1% | $7.33万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $26.12万 | 0.00% | 5,442 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $26.13万 | 0.00% | 56,561 | -47,200 | -45.5% | -$21.81万 | 减仓 |
| ASST | STRIVE INC | $26.15万 | 0.00% | 23,971 | -1,980 | -7.6% | -$2.16万 | 减仓 |
| MLPX | GLOBAL X FDS | $26.23万 | 0.00% | 3,561 | -24 | -0.7% | -$1,768 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.23万 | 0.00% | 6,139 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.29万 | 0.00% | 8,771 | 285 | 3.4% | $8,541 | 加仓 |
| KR | KROGER CO | $26.29万 | 0.00% | 4,734 | 536 | 12.8% | $2.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.29万 | 0.00% | 13,000 | 13,000 | — | $26.29万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $26.33万 | 0.00% | 32,341 | -100,635 | -75.7% | -$81.92万 | 减仓 |
| NULV | NUSHARES ETF TR | $26.34万 | 0.00% | 5,268 | 430 | 8.9% | $2.15万 | 重新持有 |
| STIP | ISHARES TR | $26.35万 | 0.00% | 2,579 | -701 | -21.4% | -$7.16万 | 减仓 |
| TPHD | TIMOTHY PLAN | $26.37万 | 0.00% | 6,237 | 838 | 15.5% | $3.54万 | 加仓 |
| — | ISHARES TR | $26.41万 | 0.00% | 10,994 | -1,859 | -14.5% | -$4.47万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $26.44万 | 0.00% | 2,840 | -228 | -7.4% | -$2.12万 | 减仓 |
| EZPW | EZCORP INC | $26.45万 | 0.00% | 7,650 | 7,650 | — | $26.45万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $26.45万 | 0.00% | 7,921 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.46万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $26.47万 | 0.00% | 11,589 | -40 | -0.3% | -$914 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.50万 | 0.00% | 904 | 104 | 13.0% | $3.05万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $26.52万 | 0.00% | 2,167 | 2,167 | — | $26.52万 | 新建仓 |
| NVAX | NOVAVAX INC | $26.54万 | 0.00% | 28,175 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $26.62万 | 0.00% | 4,515 | -250 | -5.2% | -$1.47万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $26.62万 | 0.00% | 1,797 | -8,176 | -82.0% | -$121.14万 | 减仓 |
| PCG | PG&E CORP | $26.65万 | 0.00% | 15,842 | 15,842 | — | $26.65万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $26.65万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $26.67万 | 0.00% | 1,000 | 1,000 | — | $26.67万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.71万 | 0.00% | 7,826 | -144 | -1.8% | -$4,915 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $26.77万 | 0.01% | 13,377 | 396 | 3.1% | $7,924 | 加仓 |
| CTAS | CINTAS CORP | $26.82万 | 0.01% | 1,577 | 2 | 0.1% | $340 | 加仓 |
| QLYS | QUALYS INC | $26.84万 | 0.01% | 1,952 | 1,952 | — | $26.84万 | 新建仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $26.85万 | 0.01% | 6,526 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $26.88万 | 0.01% | 7,110 | 546 | 8.3% | $2.06万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $26.92万 | 0.01% | 3,019 | 3,019 | — | $26.92万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $26.98万 | 0.01% | 23,852 | -800 | -3.2% | -$9,048 | 减仓 |
| MPLX | MPLX LP | $27.02万 | 0.01% | 4,796 | 424 | 9.7% | $2.39万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $27.04万 | 0.01% | 6,653 | 1,240 | 22.9% | $5.04万 | 加仓 |
| IHI | ISHARES TR | $27.09万 | 0.01% | 5,482 | -353 | -6.0% | -$1.74万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $27.12万 | 0.01% | 6,562 | 128 | 2.0% | $5,290 | 加仓 |
| PSMD | PACER FDS TR | $27.28万 | 0.01% | 7,950 | -1,070 | -11.9% | -$3.67万 | 减仓 |
| — | BITWISE FUNDS TRUST | $27.29万 | 0.01% | 40,371 | -15,258 | -27.4% | -$10.31万 | 减仓 |
| SLB | SLB LIMITED | $27.32万 | 0.01% | 5,876 | -1,331 | -18.5% | -$6.19万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $27.32万 | 0.01% | 10,529 | 65 | 0.6% | $1,687 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $27.33万 | 0.01% | 6,963 | 6,963 | — | $27.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.36万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.56万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $27.63万 | 0.01% | 8,093 | 8,093 | — | $27.63万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.69万 | 0.01% | 2,249 | -111 | -4.7% | -$1.37万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $27.73万 | 0.01% | 6,022 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $27.76万 | 0.01% | 1,917 | -40 | -2.0% | -$5,793 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $27.87万 | 0.01% | 1,575 | -13 | -0.8% | -$2,301 | 减仓 |
| AMT | AMERICAN TOWER CORP | $27.95万 | 0.01% | 1,709 | -130 | -7.1% | -$2.13万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $27.96万 | 0.01% | 5,790 | 5,790 | — | $27.96万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $28.08万 | 0.01% | 960 | -383 | -28.5% | -$11.20万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $28.10万 | 0.01% | 10,809 | 500 | 4.9% | $1.30万 | 加仓 |
| BBY | BEST BUY INC | $28.11万 | 0.01% | 3,705 | -1,059 | -22.2% | -$8.04万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $28.17万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $28.20万 | 0.01% | 1,302 | -51 | -3.8% | -$1.10万 | 减仓 |
| KHC | KRAFT HEINZ CO | $28.31万 | 0.01% | 11,988 | -3,604 | -23.1% | -$8.51万 | 减仓 |
| CLH | CLEAN HARBORS INC | $28.35万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $28.38万 | 0.01% | 7,153 | 1,244 | 21.1% | $4.94万 | 加仓 |
| USIG | ISHARES TR | $28.38万 | 0.01% | 5,534 | -4,003 | -42.0% | -$20.53万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $28.39万 | 0.01% | 4,329 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $28.41万 | 0.01% | 5,193 | -300 | -5.5% | -$1.64万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $28.43万 | 0.01% | 12,750 | 12,750 | — | $28.43万 | 新建仓 |
| RYLD | GLOBAL X FDS | $28.54万 | 0.01% | 17,849 | -1,000 | -5.3% | -$1.60万 | 减仓 |
| EWT | ISHARES INC | $28.56万 | 0.01% | 2,630 | 2,630 | — | $28.56万 | 新建仓 |
| TOST | TOAST INC | $28.63万 | 0.01% | 10,292 | -298 | -2.8% | -$8,290 | 减仓 |
| SPGI | S&P GLOBAL INC | $28.72万 | 0.01% | 705 | -112 | -13.7% | -$4.56万 | 减仓 |
| SE | SEA LTD | $28.75万 | 0.01% | 3,000 | 1,242 | 70.6% | $11.90万 | 重新持有 |
| SA | SEABRIDGE GOLD INC | $28.80万 | 0.01% | 11,189 | 11,189 | — | $28.80万 | 新建仓 |
| — | PACER FDS TR | $28.87万 | 0.01% | 7,181 | -8,543 | -54.3% | -$34.35万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $28.92万 | 0.01% | 9,731 | 641 | 7.1% | $1.91万 | 加仓 |
| — | PACER FDS TR | $28.93万 | 0.01% | 5,639 | -2,611 | -31.6% | -$13.40万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.96万 | 0.01% | 1,914 | -29 | -1.5% | -$4,389 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $28.98万 | 0.01% | 1,013 | -14 | -1.4% | -$4,005 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $29.25万 | 0.01% | 24,619 | 9,546 | 63.3% | $11.34万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.32万 | 0.01% | 7,300 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $29.41万 | 0.01% | 2,519 | -548 | -17.9% | -$6.40万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $29.45万 | 0.01% | 31,068 | -25,093 | -44.7% | -$23.79万 | 减仓 |
| — | PROSHARES TR | $29.46万 | 0.01% | 13,800 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $29.46万 | 0.01% | 9,324 | 9,324 | — | $29.46万 | 新建仓 |