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 |
|---|---|---|---|---|---|---|---|---|
| — | NEOS ETF TRUST | $29.47万 | 0.01% | 6,000 | 6,000 | — | $29.47万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $29.55万 | 0.01% | 7,921 | 874 | 12.4% | $3.26万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $29.56万 | 0.01% | 28,072 | 5,190 | 22.7% | $5.47万 | 加仓 |
| JD | JD.COM INC | $29.60万 | 0.01% | 11,618 | 1,221 | 11.7% | $3.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.70万 | 0.01% | 9,504 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $29.79万 | 0.01% | 5,327 | 5,327 | — | $29.79万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $29.80万 | 0.01% | 5,862 | -94 | -1.6% | -$4,779 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $29.80万 | 0.01% | 8,754 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $29.86万 | 0.01% | 1,690 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $29.87万 | 0.01% | 5,931 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $30.04万 | 0.01% | 3,952 | -4,385 | -52.6% | -$33.33万 | 减仓 |
| SRVR | PACER FDS TR | $30.06万 | 0.01% | 9,462 | -2,091 | -18.1% | -$6.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $30.09万 | 0.01% | 3,282 | -27 | -0.8% | -$2,476 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $30.15万 | 0.01% | 4,045 | 787 | 24.2% | $5.87万 | 重新持有 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $30.32万 | 0.01% | 5,057 | -689 | -12.0% | -$4.13万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $30.39万 | 0.01% | 1,426 | -6 | -0.4% | -$1,278 | 减仓 |
| BLSH | BULLISH | $30.59万 | 0.01% | 13,058 | 2,028 | 18.4% | $4.75万 | 加仓 |
| — | THEMES ETF TR | $30.70万 | 0.01% | 6,047 | 6,047 | — | $30.70万 | 新建仓 |
| RAVI | FLEXSHARES TR | $30.72万 | 0.01% | 4,073 | -15,179 | -78.8% | -$114.48万 | 减仓 |
| ILF | ISHARES TR | $30.76万 | 0.01% | 9,113 | 2,079 | 29.6% | $7.02万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $30.77万 | 0.01% | 4,558 | -2,450 | -35.0% | -$16.54万 | 减仓 |
| — | ADVISORSHARES TR | $30.84万 | 0.01% | 18,700 | 18,700 | — | $30.84万 | 新建仓 |
| PFFD | GLOBAL X FDS | $30.84万 | 0.01% | 16,500 | 2,325 | 16.4% | $4.35万 | 加仓 |
| ISCV | ISHARES TR | $30.87万 | 0.01% | 3,942 | 308 | 8.5% | $2.41万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $30.89万 | 0.01% | 26,699 | -9,460 | -26.2% | -$10.95万 | 减仓 |
| EQIX | EQUINIX INC | $30.98万 | 0.01% | 297 | 50 | 20.2% | $5.21万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $30.98万 | 0.01% | 24,430 | 306 | 1.3% | $3,880 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.98万 | 0.01% | 15,195 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $31.01万 | 0.01% | 11,752 | -100 | -0.8% | -$2,639 | 减仓 |
| SMOT | VANECK ETF TRUST | $31.01万 | 0.01% | 7,981 | -266 | -3.2% | -$1.03万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $31.07万 | 0.01% | 8,164 | 8,164 | — | $31.07万 | 新建仓 |
| VALE | VALE S A | $31.09万 | 0.01% | 20,669 | -7,344 | -26.2% | -$11.05万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $31.12万 | 0.01% | 2,000 | -25 | -1.2% | -$3,890 | 减仓 |
| XPH | SPDR SERIES TRUST | $31.15万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $31.19万 | 0.01% | 1,153 | 79 | 7.4% | $2.14万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $31.20万 | 0.01% | 13,192 | 13,192 | — | $31.20万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.27万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $31.27万 | 0.01% | 9,696 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $31.29万 | 0.01% | 11,177 | 854 | 8.3% | $2.39万 | 加仓 |
| GSK | GSK PLC | $31.31万 | 0.01% | 5,973 | -472 | -7.3% | -$2.47万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.36万 | 0.01% | 3,405 | -1,609 | -32.1% | -$14.82万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.36万 | 0.01% | 6,290 | -268 | -4.1% | -$1.34万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $31.42万 | 0.01% | 6,155 | -200 | -3.1% | -$1.02万 | 减仓 |
| WHR | WHIRLPOOL CORP | $31.54万 | 0.01% | 8,000 | -600 | -7.0% | -$2.37万 | 减仓 |
| TEX | TEREX CORP NEW | $31.58万 | 0.01% | 4,363 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $31.90万 | 0.01% | 840 | 840 | — | $31.90万 | 新建仓 |
| FLS | FLOWSERVE CORP | $32.01万 | 0.01% | 4,317 | 4,317 | — | $32.01万 | 新建仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $32.03万 | 0.01% | 25,642 | 3,000 | 13.2% | $3.75万 | 加仓 |
| DX | DYNEX CAP INC | $32.11万 | 0.01% | 24,495 | 988 | 4.2% | $1.30万 | 加仓 |
| EUFN | ISHARES TR | $32.22万 | 0.01% | 8,263 | 1,273 | 18.2% | $4.96万 | 加仓 |
| URTH | ISHARES INC | $32.23万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $32.48万 | 0.01% | 1,782 | -225 | -11.2% | -$4.10万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $32.49万 | 0.01% | 3,437 | 3,437 | — | $32.49万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $32.54万 | 0.01% | 6,784 | -443 | -6.1% | -$2.12万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $32.56万 | 0.01% | 2,733 | 463 | 20.4% | $5.52万 | 加仓 |
| TEM | TEMPUS AI INC | $32.63万 | 0.01% | 5,632 | -5,940 | -51.3% | -$34.41万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $32.68万 | 0.01% | 7,073 | -743 | -9.5% | -$3.43万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.71万 | 0.01% | 2,468 | -12 | -0.5% | -$1,590 | 减仓 |
| BALL | BALL CORP | $32.71万 | 0.01% | 5,242 | 5,242 | — | $32.71万 | 新建仓 |
| — | PUTNAM ETF TRUST | $32.75万 | 0.01% | 12,034 | -13,516 | -52.9% | -$36.78万 | 减仓 |
| XHB | SPDR SERIES TRUST | $32.77万 | 0.01% | 2,836 | -699 | -19.8% | -$8.08万 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $32.85万 | 0.01% | 2,298 | 1 | 0.0% | $143 | 加仓 |
| SSUS | STRATEGY SHS | $32.99万 | 0.01% | 5,964 | -3,958 | -39.9% | -$21.89万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $33.06万 | 0.01% | 6,062 | -784 | -11.5% | -$4.28万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $33.07万 | 0.01% | 12,809 | -10,948 | -46.1% | -$28.27万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $33.09万 | 0.01% | 5,901 | 1,660 | 39.1% | $9.31万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $33.17万 | 0.01% | 1,697 | -60 | -3.4% | -$1.17万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $33.29万 | 0.01% | 2,302 | 282 | 14.0% | $4.08万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $33.42万 | 0.01% | 6,996 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $33.57万 | 0.01% | 8,345 | 980 | 13.3% | $3.94万 | 加仓 |
| MET | METLIFE INC | $33.58万 | 0.01% | 3,969 | -1,765 | -30.8% | -$14.93万 | 减仓 |
| ARHS | ARHAUS INC | $33.68万 | 0.01% | 40,000 | 40,000 | — | $33.68万 | 新建仓 |
| DXCM | DEXCOM INC | $33.83万 | 0.01% | 5,023 | 574 | 12.9% | $3.87万 | 加仓 |
| CTVA | CORTEVA INC | $33.83万 | 0.01% | 3,995 | 475 | 13.5% | $4.02万 | 加仓 |
| RY | ROYAL BK CDA | $33.84万 | 0.01% | 1,635 | -225 | -12.1% | -$4.66万 | 减仓 |
| BSVO | EA SERIES TRUST | $33.99万 | 0.01% | 11,645 | -36,886 | -76.0% | -$107.67万 | 减仓 |
| INTU | INTUIT | $34.05万 | 0.01% | 1,304 | -35 | -2.6% | -$9,139 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $34.05万 | 0.01% | 18,436 | -159 | -0.9% | -$2,937 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.08万 | 0.01% | 11,531 | 1,000 | 9.5% | $2.96万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $34.09万 | 0.01% | 9,988 | 9,988 | — | $34.09万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $34.10万 | 0.01% | 6,848 | 43 | 0.6% | $2,141 | 加仓 |
| SDCI | USCF ETF TR | $34.21万 | 0.01% | 12,940 | 3,565 | 38.0% | $9.43万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $34.32万 | 0.01% | 23,250 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $34.48万 | 0.01% | 751 | -905 | -54.6% | -$41.55万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $34.48万 | 0.01% | 9,755 | 65 | 0.7% | $2,298 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.50万 | 0.01% | 4,455 | -3,800 | -46.0% | -$29.42万 | 减仓 |
| MUSA | MURPHY USA INC | $34.54万 | 0.01% | 641 | -1 | -0.2% | -$539 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.55万 | 0.01% | 11,500 | -3,000 | -20.7% | -$9.01万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $34.55万 | 0.01% | 28,508 | 206 | 0.7% | $2,497 | 加仓 |
| PPG | PPG INDS INC | $34.56万 | 0.01% | 2,849 | -158 | -5.3% | -$1.92万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $34.56万 | 0.01% | 19,287 | 4,500 | 30.4% | $8.06万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $34.72万 | 0.01% | 28,066 | -886 | -3.1% | -$1.10万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $34.73万 | 0.01% | 5,354 | 17 | 0.3% | $1,103 | 加仓 |
| MMSI | MERIT MED SYS INC | $34.82万 | 0.01% | 5,021 | 5,021 | — | $34.82万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.82万 | 0.01% | 17,615 | 17,615 | — | $34.82万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $34.84万 | 0.01% | 9,266 | -995 | -9.7% | -$3.74万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $34.85万 | 0.01% | 9,774 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $34.96万 | 0.01% | 2,987 | 353 | 13.4% | $4.13万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $35.07万 | 0.01% | 1,587 | 1,587 | — | $35.07万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $35.12万 | 0.01% | 6,583 | 165 | 2.6% | $8,803 | 加仓 |