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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $35.18万 | 0.01% | 9,542 | 866 | 10.0% | $3.19万 | 加仓 |
| CE | CELANESE CORP DEL | $35.24万 | 0.01% | 7,660 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $35.28万 | 0.01% | 2,166 | 58 | 2.8% | $9,447 | 加仓 |
| RACE | FERRARI N V | $35.31万 | 0.01% | 952 | 187 | 24.4% | $6.94万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $35.35万 | 0.01% | 8,417 | 1,332 | 18.8% | $5.59万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $35.42万 | 0.01% | 43,670 | 8,741 | 25.0% | $7.09万 | 加仓 |
| — | SPROTT FDS TR | $35.47万 | 0.01% | 7,068 | 1,830 | 34.9% | $9.18万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $35.55万 | 0.01% | 38,721 | 1,064 | 2.8% | $9,768 | 加仓 |
| D | DOMINION ENERGY INC | $35.66万 | 0.01% | 5,222 | 386 | 8.0% | $2.64万 | 加仓 |
| SNPS | SYNOPSYS INC | $35.69万 | 0.01% | 800 | -82 | -9.3% | -$3.66万 | 减仓 |
| DON | WISDOMTREE TR | $35.69万 | 0.01% | 6,315 | 1,053 | 20.0% | $5.95万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $35.70万 | 0.01% | 79,500 | -3,000 | -3.6% | -$1.35万 | 减仓 |
| — | LMP CAP & INCOME FD INC | $35.78万 | 0.01% | 22,865 | 22,865 | — | $35.78万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $35.79万 | 0.01% | 10,103 | -906 | -8.2% | -$3.21万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $35.81万 | 0.01% | 3,768 | 3,768 | — | $35.81万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $36.01万 | 0.01% | 2,478 | 321 | 14.9% | $4.66万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $36.11万 | 0.01% | 6,565 | 1,492 | 29.4% | $8.21万 | 加仓 |
| — | PROSHARES TR | $36.34万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $36.37万 | 0.01% | 28,412 | 79 | 0.3% | $1,011 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $36.39万 | 0.01% | 10,078 | -101 | -1.0% | -$3,647 | 减仓 |
| GMED | GLOBUS MED INC | $36.40万 | 0.01% | 4,607 | -4,753 | -50.8% | -$37.55万 | 减仓 |
| TMFC | RBB FD INC | $36.46万 | 0.01% | 4,788 | 193 | 4.2% | $1.47万 | 加仓 |
| EWJ | ISHARES INC | $36.62万 | 0.01% | 3,926 | 188 | 5.0% | $1.75万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $36.69万 | 0.01% | 2,543 | -48 | -1.9% | -$6,926 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $36.78万 | 0.01% | 19,803 | -2,153 | -9.8% | -$4.00万 | 减仓 |
| IWS | ISHARES TR | $36.80万 | 0.01% | 2,235 | 2,235 | — | $36.80万 | 新建仓 |
| AUSF | GLOBAL X FDS | $36.81万 | 0.01% | 7,534 | 7,534 | — | $36.81万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $36.98万 | 0.01% | 3,322 | 794 | 31.4% | $8.84万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $36.98万 | 0.01% | 13,530 | 685 | 5.3% | $1.87万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.01万 | 0.01% | 986 | 177 | 21.9% | $6.64万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.04万 | 0.01% | 8,336 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $37.12万 | 0.01% | 823 | -500 | -37.8% | -$22.55万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $37.22万 | 0.01% | 7,345 | 1,894 | 34.7% | $9.60万 | 加仓 |
| VSAT | VIASAT INC | $37.29万 | 0.01% | 4,152 | 4,152 | — | $37.29万 | 新建仓 |
| — | PROSHARES TR | $37.35万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $37.39万 | 0.01% | 6,871 | 6,871 | — | $37.39万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $37.47万 | 0.01% | 33,128 | -1,852 | -5.3% | -$2.09万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.52万 | 0.01% | 764 | -75 | -8.9% | -$3.68万 | 减仓 |
| KWEB | KRANESHARES TRUST | $37.55万 | 0.01% | 15,346 | -16,225 | -51.4% | -$39.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.56万 | 0.01% | 4,561 | -559 | -10.9% | -$4.60万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $37.58万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $37.69万 | 0.01% | 16,466 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $37.77万 | 0.01% | 5,428 | 616 | 12.8% | $4.29万 | 加仓 |
| VMC | VULCAN MATLS CO | $37.79万 | 0.01% | 1,281 | -37 | -2.8% | -$1.09万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $37.87万 | 0.01% | 7,926 | -755 | -8.7% | -$3.61万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $37.90万 | 0.01% | 4,176 | -1,459 | -25.9% | -$13.24万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $37.94万 | 0.01% | 13,945 | 13,945 | — | $37.94万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.96万 | 0.01% | 7,210 | -2,109 | -22.6% | -$11.10万 | 减仓 |
| DTE | DTE ENERGY CO | $38.00万 | 0.01% | 2,494 | 272 | 12.2% | $4.14万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $38.01万 | 0.01% | 6,663 | -1,243 | -15.7% | -$7.09万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $38.06万 | 0.01% | 30,642 | -1,100 | -3.5% | -$1.37万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $38.13万 | 0.01% | 19,734 | -1,407 | -6.7% | -$2.72万 | 减仓 |
| JOBY | JOBY AVIATION INC | $38.18万 | 0.01% | 42,808 | 7,428 | 21.0% | $6.63万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $38.37万 | 0.01% | 2,916 | 1,089 | 59.6% | $14.33万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $38.56万 | 0.01% | 11,317 | 691 | 6.5% | $2.35万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $38.57万 | 0.01% | 9,027 | 72 | 0.8% | $3,076 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $38.58万 | 0.01% | 11,218 | 4,368 | 63.8% | $15.02万 | 加仓 |
| AEE | AMEREN CORP | $38.64万 | 0.01% | 3,418 | 1,468 | 75.3% | $16.59万 | 加仓 |
| GUNR | FLEXSHARES TR | $39.01万 | 0.01% | 7,916 | 7,916 | — | $39.01万 | 新建仓 |
| — | CION INVT CORP | $39.02万 | 0.01% | 62,627 | 17,820 | 39.8% | $11.10万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $39.05万 | 0.01% | 8,726 | -536 | -5.8% | -$2.40万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $39.16万 | 0.01% | 3,423 | -300 | -8.1% | -$3.43万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $39.18万 | 0.01% | 19,972 | -1,855 | -8.5% | -$3.64万 | 减仓 |
| — | CAPITOL SER TR | $39.19万 | 0.01% | 8,937 | 8,937 | — | $39.19万 | 新建仓 |
| ARKQ | ARK ETF TR | $39.39万 | 0.01% | 2,979 | 454 | 18.0% | $6.00万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $39.45万 | 0.01% | 7,814 | 1,427 | 22.3% | $7.21万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.51万 | 0.01% | 2,704 | 73 | 2.8% | $1.07万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $39.77万 | 0.01% | 33,879 | -488 | -1.4% | -$5,729 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.82万 | 0.01% | 14,948 | 1,448 | 10.7% | $3.86万 | 加仓 |
| XRT | SPDR SERIES TRUST | $39.83万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $39.84万 | 0.01% | 11,458 | 2,912 | 34.1% | $10.13万 | 加仓 |
| IDV | ISHARES TR | $39.94万 | 0.01% | 9,640 | -777 | -7.5% | -$3.22万 | 减仓 |
| — | ALPS ETF TR | $40.02万 | 0.01% | 6,190 | 194 | 3.2% | $1.25万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.07万 | 0.01% | 3,713 | -1,111 | -23.0% | -$11.99万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $40.27万 | 0.01% | 3,527 | -3,432 | -49.3% | -$39.19万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $40.39万 | 0.01% | 11,261 | -76 | -0.7% | -$2,726 | 减仓 |
| NLR | VANECK ETF TRUST | $40.47万 | 0.01% | 3,489 | 1,187 | 51.6% | $13.77万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $40.61万 | 0.01% | 11,710 | -5 | -0.0% | -$173 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.63万 | 0.01% | 14,030 | -50 | -0.4% | -$1,448 | 减仓 |
| STXF | EA SERIES TRUST | $40.68万 | 0.01% | 8,423 | -270 | -3.1% | -$1.30万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $40.81万 | 0.01% | 20,903 | -1,755 | -7.7% | -$3.43万 | 减仓 |
| IDEV | ISHARES TR | $40.96万 | 0.01% | 4,602 | -5,084 | -52.5% | -$45.25万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $40.99万 | 0.01% | 18,935 | -700 | -3.6% | -$1.52万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $41.14万 | 0.01% | 7,403 | 7,403 | — | $41.14万 | 新建仓 |
| PTMC | PACER FDS TR | $41.23万 | 0.01% | 9,857 | -1,795 | -15.4% | -$7.51万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $41.35万 | 0.01% | 3,776 | -264 | -6.5% | -$2.89万 | 减仓 |
| MELI | MERCADOLIBRE INC | $41.48万 | 0.01% | 244 | 37 | 17.9% | $6.29万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $41.72万 | 0.01% | 11,625 | 11,625 | — | $41.72万 | 新建仓 |
| REGL | PROSHARES TR | $41.98万 | 0.01% | 4,584 | 2 | 0.0% | $183 | 加仓 |
| FRO | FRONTLINE PLC | $42.04万 | 0.01% | 12,084 | 11 | 0.1% | $383 | 加仓 |
| SGOL | ETFS GOLD TR | $42.08万 | 0.01% | 11,006 | 11,006 | — | $42.08万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $42.15万 | 0.01% | 1,764 | -3,310 | -65.2% | -$79.09万 | 减仓 |
| HYD | VANECK ETF TRUST | $42.34万 | 0.01% | 8,220 | 85 | 1.0% | $4,378 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $42.52万 | 0.01% | 16,449 | 389 | 2.4% | $1.01万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $42.57万 | 0.01% | 2,866 | 2,866 | — | $42.57万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $42.59万 | 0.01% | 17,754 | 3,263 | 22.5% | $7.83万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $42.74万 | 0.01% | 9,899 | 3 | 0.0% | $130 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $42.78万 | 0.01% | 7,595 | -361 | -4.5% | -$2.03万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $43.06万 | 0.01% | 20,595 | 415 | 2.1% | $8,677 | 加仓 |
| ADSK | AUTODESK INC | $43.15万 | 0.01% | 2,219 | -829 | -27.2% | -$16.12万 | 减仓 |