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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $43.33万 | 0.01% | 1,145 | 1,145 | — | $43.33万 | 新建仓 |
| LEN | LENNAR CORP | $43.40万 | 0.01% | 4,796 | -2,255 | -32.0% | -$20.40万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $43.62万 | 0.01% | 14,583 | 2,096 | 16.8% | $6.27万 | 加仓 |
| FALN | ISHARES TR | $43.79万 | 0.01% | 16,075 | 7 | 0.0% | $191 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $44.00万 | 0.01% | 34,159 | -1,950 | -5.4% | -$2.51万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $44.03万 | 0.01% | 5,947 | 112 | 1.9% | $8,292 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $44.10万 | 0.01% | 5,710 | 456 | 8.7% | $3.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.26万 | 0.01% | 22,096 | 22,096 | — | $44.26万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $44.28万 | 0.01% | 4,371 | 1,221 | 38.8% | $12.37万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $44.29万 | 0.01% | 27,021 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $44.30万 | 0.01% | 35,386 | -17,364 | -32.9% | -$21.74万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $44.32万 | 0.01% | 23,891 | -19 | -0.1% | -$352 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $44.68万 | 0.01% | 29,378 | -250 | -0.8% | -$3,803 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $44.86万 | 0.01% | 17,046 | 17,046 | — | $44.86万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $45.35万 | 0.01% | 6,027 | -170 | -2.7% | -$1.28万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $45.56万 | 0.01% | 16,584 | -3,643 | -18.0% | -$10.01万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $45.74万 | 0.01% | 7,146 | -206 | -2.8% | -$1.32万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $45.83万 | 0.01% | 10,187 | -3,350 | -24.7% | -$15.07万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $45.84万 | 0.01% | 5,857 | 975 | 20.0% | $7.63万 | 加仓 |
| — | PROSHARES TR | $46.32万 | 0.01% | 5,413 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $46.40万 | 0.01% | 11,328 | 227 | 2.0% | $9,297 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $46.40万 | 0.01% | 12,360 | -4,100 | -24.9% | -$15.39万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $46.47万 | 0.01% | 19,551 | 420 | 2.2% | $9,983 | 加仓 |
| COMT | ISHARES U S ETF TR | $46.52万 | 0.01% | 15,319 | -631 | -4.0% | -$1.92万 | 减仓 |
| CME | CME GROUP INC | $46.64万 | 0.01% | 2,112 | 95 | 4.7% | $2.10万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $46.75万 | 0.01% | 3,438 | -2,252 | -39.6% | -$30.62万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $46.78万 | 0.01% | 21,006 | 21,006 | — | $46.78万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $46.79万 | 0.01% | 5,892 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $46.97万 | 0.01% | 5,266 | -49 | -0.9% | -$4,371 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $46.97万 | 0.01% | 4,085 | 3 | 0.1% | $345 | 加仓 |
| AVAV | AEROVIRONMENT INC | $47.01万 | 0.01% | 2,848 | 1,115 | 64.3% | $18.41万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $47.20万 | 0.01% | 11,459 | -12,767 | -52.7% | -$52.59万 | 减仓 |
| GFI | GOLD FIELDS LTD | $47.22万 | 0.01% | 14,057 | 4,518 | 47.4% | $15.18万 | 加仓 |
| RGLD | ROYAL GOLD INC | $47.23万 | 0.01% | 2,366 | -235 | -9.0% | -$4.69万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $47.24万 | 0.01% | 8,612 | 404 | 4.9% | $2.22万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $47.27万 | 0.01% | 48,182 | -2,911 | -5.7% | -$2.86万 | 减仓 |
| FWRD | FORWARD AIR CORP | $47.33万 | 0.01% | 35,035 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $47.46万 | 0.01% | 13,136 | 1,346 | 11.4% | $4.86万 | 加仓 |
| YYY | AMPLIFY ETF TR | $47.68万 | 0.01% | 41,350 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $47.81万 | 0.01% | 32,723 | -16,009 | -32.9% | -$23.39万 | 减仓 |
| PTNQ | PACER FDS TR | $47.83万 | 0.01% | 5,395 | -152 | -2.7% | -$1.35万 | 减仓 |
| SEZL | SEZZLE INC | $47.99万 | 0.01% | 2,796 | -412 | -12.8% | -$7.07万 | 减仓 |
| ASHR | DBX ETF TR | $48.22万 | 0.01% | 13,152 | -577 | -4.2% | -$2.12万 | 减仓 |
| IJT | ISHARES TR | $48.28万 | 0.01% | 2,703 | 27 | 1.0% | $4,822 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $48.30万 | 0.01% | 3,131 | 460 | 17.2% | $7.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $48.31万 | 0.01% | 9,803 | 400 | 4.3% | $1.97万 | 加仓 |
| CGNX | COGNEX CORP | $48.39万 | 0.01% | 6,682 | -605 | -8.3% | -$4.38万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $48.44万 | 0.01% | 3,482 | -545 | -13.5% | -$7.58万 | 减仓 |
| TOL | TOLL BROTHERS INC | $48.74万 | 0.01% | 2,958 | 2,958 | — | $48.74万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $48.77万 | 0.01% | 63,591 | -17,062 | -21.2% | -$13.09万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.01% | 8,002 | 350 | 4.6% | $2.13万 | 加仓 |
| BP | BP PLC | $49.12万 | 0.01% | 13,294 | -1,435 | -9.7% | -$5.30万 | 减仓 |
| SCZ | ISHARES TR | $49.13万 | 0.01% | 5,972 | 1,592 | 36.3% | $13.10万 | 加仓 |
| CMF | ISHARES TR | $49.18万 | 0.01% | 8,531 | -2,766 | -24.5% | -$15.94万 | 减仓 |
| AAON | AAON INC | $49.29万 | 0.01% | 3,885 | 3,885 | — | $49.29万 | 新建仓 |
| DAPP | VANECK ETF TRUST | $49.30万 | 0.01% | 25,441 | 947 | 3.9% | $1.84万 | 加仓 |
| MFC | MANULIFE FINL CORP | $49.31万 | 0.01% | 12,173 | -847 | -6.5% | -$3.43万 | 减仓 |
| REMX | VANECK ETF TRUST | $49.31万 | 0.01% | 5,572 | -2,825 | -33.6% | -$25.00万 | 减仓 |
| SDIV | GLOBAL X FDS | $49.58万 | 0.01% | 20,287 | 6,602 | 48.2% | $16.14万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $49.58万 | 0.01% | 2,761 | 1,149 | 71.3% | $20.63万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $49.82万 | 0.01% | 24,698 | 8,478 | 52.3% | $17.10万 | 加仓 |
| DOCU | DOCUSIGN INC | $49.87万 | 0.01% | 11,228 | 4,753 | 73.4% | $21.11万 | 加仓 |
| USD | PROSHARES TR | $49.99万 | 0.01% | 4,794 | -21 | -0.4% | -$2,190 | 减仓 |
| RAAX | VANECK ETF TRUST | $50.09万 | 0.01% | 12,626 | 900 | 7.7% | $3.57万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $50.09万 | 0.01% | 1,317 | 1,317 | — | $50.09万 | 新建仓 |
| PCAR | PACCAR INC | $50.11万 | 0.01% | 4,172 | 301 | 7.8% | $3.62万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $50.69万 | 0.01% | 22,770 | 120 | 0.5% | $2,671 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $50.80万 | 0.01% | 3,061 | 3,061 | — | $50.80万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $51.26万 | 0.01% | 1,334 | -529 | -28.4% | -$20.33万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $51.29万 | 0.01% | 1,821 | 24 | 1.3% | $6,760 | 加仓 |
| FLEX | FLEX LTD | $51.31万 | 0.01% | 3,166 | 3,166 | — | $51.31万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $51.47万 | 0.01% | 1,320 | 74 | 5.9% | $2.89万 | 加仓 |
| VLUE | ISHARES TR | $51.60万 | 0.01% | 2,582 | -330 | -11.3% | -$6.59万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $51.92万 | 0.01% | 10,887 | 796 | 7.9% | $3.80万 | 加仓 |
| OKE | ONEOK INC NEW | $52.02万 | 0.01% | 5,983 | -47 | -0.8% | -$4,087 | 减仓 |
| ADBE | ADOBE INC | $52.21万 | 0.01% | 2,546 | -2,309 | -47.6% | -$47.35万 | 减仓 |
| RDDT | REDDIT INC | $52.37万 | 0.01% | 3,017 | -296 | -8.9% | -$5.14万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $52.39万 | 0.01% | 10,408 | -1,245 | -10.7% | -$6.27万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.45万 | 0.01% | 18,997 | 1,397 | 7.9% | $3.86万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $52.71万 | 0.01% | 18,872 | 3,006 | 18.9% | $8.40万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $52.81万 | 0.01% | 3,728 | 425 | 12.9% | $6.02万 | 加仓 |
| IYJ | ISHARES TR | $53.14万 | 0.01% | 3,189 | 1,241 | 63.7% | $20.68万 | 重新持有 |
| — | ARCOSA INC | $53.22万 | 0.01% | 3,663 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR II | $53.23万 | 0.01% | 19,250 | 596 | 3.2% | $1.65万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $53.38万 | 0.01% | 5,306 | -1,120 | -17.4% | -$11.27万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $53.49万 | 0.01% | 14,452 | 2,244 | 18.4% | $8.31万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $53.88万 | 0.01% | 21,946 | 2,857 | 15.0% | $7.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $53.90万 | 0.01% | 20,400 | -3,500 | -14.6% | -$9.25万 | 减仓 |
| ABNB | AIRBNB INC | $53.97万 | 0.01% | 3,772 | -876 | -18.8% | -$12.53万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $54.13万 | 0.01% | 2,685 | -29 | -1.1% | -$5,847 | 减仓 |
| OKTA | OKTA INC | $54.31万 | 0.01% | 3,980 | -2,917 | -42.3% | -$39.80万 | 减仓 |
| SSRM | SSR MINING IN | $54.34万 | 0.01% | 19,214 | -3,113 | -13.9% | -$8.80万 | 减仓 |
| GM | GENERAL MTRS CO | $54.37万 | 0.01% | 7,054 | 4,117 | 140.2% | $31.73万 | 加仓 |
| WMB | WILLIAMS COS INC | $54.42万 | 0.01% | 7,320 | 1,084 | 17.4% | $8.06万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $54.45万 | 0.01% | 22,434 | -2,491 | -10.0% | -$6.05万 | 减仓 |
| TMUS | T-MOBILE US INC | $54.53万 | 0.01% | 3,251 | -121 | -3.6% | -$2.03万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $54.53万 | 0.01% | 17,080 | 3,455 | 25.4% | $11.03万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $54.63万 | 0.01% | 4,938 | -151 | -3.0% | -$1.67万 | 减仓 |
| EMN | EASTMAN CHEM CO | $54.86万 | 0.01% | 8,191 | -157 | -1.9% | -$1.05万 | 减仓 |
| IEO | ISHARES TR | $54.91万 | 0.01% | 5,000 | 97 | 2.0% | $1.07万 | 加仓 |