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 |
|---|---|---|---|---|---|---|---|---|
| OCTW | AIM ETF PRODUCTS TRUST | $54.92万 | 0.01% | 13,424 | -300 | -2.2% | -$1.23万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $55.20万 | 0.01% | 5,192 | 5,192 | — | $55.20万 | 新建仓 |
| CRML | CRITICAL METALS CORP | $55.25万 | 0.01% | 53,900 | 53,900 | — | $55.25万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $55.40万 | 0.01% | 33,281 | -774 | -2.3% | -$1.29万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $55.64万 | 0.01% | 49,156 | -210,339 | -81.1% | -$238.10万 | 减仓 |
| NVS | NOVARTIS AG | $55.82万 | 0.01% | 3,562 | -1,463 | -29.1% | -$22.93万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.98万 | 0.01% | 28,559 | 411 | 1.5% | $8,056 | 加仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $56.19万 | 0.01% | 18,079 | 18,079 | — | $56.19万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $56.22万 | 0.01% | 40,654 | -580 | -1.4% | -$8,021 | 减仓 |
| EAT | BRINKER INTL INC | $56.28万 | 0.01% | 3,350 | -928 | -21.7% | -$15.59万 | 减仓 |
| RIO | RIO TINTO PLC | $56.31万 | 0.01% | 5,931 | -6,794 | -53.4% | -$64.50万 | 减仓 |
| S | SENTINELONE INC | $56.48万 | 0.01% | 33,282 | 33,282 | — | $56.48万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.64万 | 0.01% | 26,455 | 26,455 | — | $56.64万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $56.87万 | 0.01% | 19,389 | 4,601 | 31.1% | $13.49万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $57.02万 | 0.01% | 8,840 | -455 | -4.9% | -$2.93万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $57.05万 | 0.01% | 10,141 | -2,067 | -16.9% | -$11.63万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.26万 | 0.01% | 2,557 | 423 | 19.8% | $9.47万 | 加仓 |
| JNK | SPDR SERIES TRUST | $57.26万 | 0.01% | 5,942 | 28 | 0.5% | $2,698 | 加仓 |
| CHPX | GLOBAL X FDS | $57.33万 | 0.01% | 5,393 | 5,393 | — | $57.33万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $57.34万 | 0.01% | 25,662 | 4,524 | 21.4% | $10.11万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $57.44万 | 0.01% | 13,339 | 500 | 3.9% | $2.15万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $57.45万 | 0.01% | 7,045 | -9,467 | -57.3% | -$77.20万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $57.93万 | 0.01% | 81,243 | 8,810 | 12.2% | $6.28万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $58.00万 | 0.01% | 18,349 | 6,339 | 52.8% | $20.04万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $58.06万 | 0.01% | 12,312 | 8 | 0.1% | $377 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $58.15万 | 0.01% | 19,275 | 500 | 2.7% | $1.51万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $58.18万 | 0.01% | 12,635 | -1,222 | -8.8% | -$5.63万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $58.26万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES U S ETF TR | $58.28万 | 0.01% | 6,258 | 6 | 0.1% | $559 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $58.35万 | 0.01% | 3,815 | -345 | -8.3% | -$5.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $58.44万 | 0.01% | 13,279 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $58.52万 | 0.01% | 16,532 | -3,419 | -17.1% | -$12.10万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $58.53万 | 0.01% | 2,361 | -203 | -7.9% | -$5.03万 | 减仓 |
| SO | SOUTHERN CO | $58.62万 | 0.01% | 6,125 | 1,246 | 25.5% | $11.93万 | 加仓 |
| PPH | VANECK ETF TRUST | $58.75万 | 0.01% | 5,373 | 255 | 5.0% | $2.79万 | 加仓 |
| P | EVERPURE INC | $59.01万 | 0.01% | 7,489 | 7,489 | — | $59.01万 | 新建仓 |
| PSMO | PACER FDS TR | $59.15万 | 0.01% | 18,180 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $59.19万 | 0.01% | 3,292 | 3,292 | — | $59.19万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $59.30万 | 0.01% | 12,437 | -1,181 | -8.7% | -$5.63万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $59.32万 | 0.01% | 6,017 | -1,235 | -17.0% | -$12.18万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $59.45万 | 0.01% | 4,146 | 993 | 31.5% | $14.24万 | 加仓 |
| — | NORTHERN LTS FD TR II | $59.54万 | 0.01% | 19,599 | 549 | 2.9% | $1.67万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $59.57万 | 0.01% | 10,300 | -406 | -3.8% | -$2.35万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $59.66万 | 0.01% | 18,650 | 6,018 | 47.6% | $19.25万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $59.71万 | 0.01% | 35,500 | 35,500 | — | $59.71万 | 新建仓 |
| DHR | DANAHER CORP DEL | $59.92万 | 0.01% | 3,146 | -1,029 | -24.6% | -$19.60万 | 减仓 |
| ARW | ARROW ELECTRS INC | $59.99万 | 0.01% | 2,811 | 2,811 | — | $59.99万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $60.03万 | 0.01% | 28,000 | 100 | 0.4% | $2,144 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.08万 | 0.01% | 7,174 | 806 | 12.7% | $6.75万 | 加仓 |
| MTB | M & T BK CORP | $60.36万 | 0.01% | 2,536 | -78 | -3.0% | -$1.86万 | 减仓 |
| CB | CHUBB LIMITED | $60.42万 | 0.01% | 1,773 | 38 | 2.2% | $1.29万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $60.43万 | 0.01% | 28,598 | 4,733 | 19.8% | $10.00万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $60.54万 | 0.01% | 27,842 | 4,649 | 20.0% | $10.11万 | 加仓 |
| ILMN | ILLUMINA INC | $60.63万 | 0.01% | 3,448 | 393 | 12.9% | $6.91万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $60.93万 | 0.01% | 45,333 | 2,000 | 4.6% | $2.69万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $60.96万 | 0.01% | 27,190 | 27,190 | — | $60.96万 | 新建仓 |
| PL | PLANET LABS PBC | $61.08万 | 0.01% | 18,437 | 18,437 | — | $61.08万 | 新建仓 |
| HAS | HASBRO INC | $61.15万 | 0.01% | 7,404 | 7,404 | — | $61.15万 | 新建仓 |
| MOS | MOSAIC CO | $61.38万 | 0.01% | 28,965 | -30,032 | -50.9% | -$63.64万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $61.45万 | 0.01% | 19,760 | -1,993 | -9.2% | -$6.20万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $61.46万 | 0.01% | 8,897 | 2,877 | 47.8% | $19.87万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.47万 | 0.01% | 13,960 | -257 | -1.8% | -$1.13万 | 减仓 |
| — | VIRTUS ETF TR II | $61.50万 | 0.01% | 26,587 | 4,978 | 23.0% | $11.51万 | 加仓 |
| CRI | CARTERS INC | $61.74万 | 0.01% | 15,000 | -24,300 | -61.8% | -$100.02万 | 减仓 |
| EXC | EXELON CORP | $61.93万 | 0.01% | 13,283 | -190 | -1.4% | -$8,858 | 减仓 |
| SUB | ISHARES TR | $62.14万 | 0.01% | 5,836 | 3,071 | 111.1% | $32.70万 | 加仓 |
| USRT | ISHARES TR | $62.16万 | 0.01% | 9,355 | 9,355 | — | $62.16万 | 新建仓 |
| CNC | CENTENE CORP DEL | $62.39万 | 0.01% | 9,720 | 9,720 | — | $62.39万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $62.42万 | 0.01% | 56,135 | -9,100 | -13.9% | -$10.12万 | 减仓 |
| — | PROSHARES TR | $62.44万 | 0.01% | 7,643 | 8 | 0.1% | $654 | 加仓 |
| — | SERIES PORTFOLIOS TR | $62.52万 | 0.01% | 15,911 | 1,075 | 7.2% | $4.22万 | 加仓 |
| ECHO | ECHOSTAR CORP | $62.83万 | 0.01% | 6,190 | 6,190 | — | $62.83万 | 新建仓 |
| MPC | MARATHON PETE CORP | $62.95万 | 0.01% | 2,462 | -36 | -1.4% | -$9,204 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $63.01万 | 0.01% | 644 | 62 | 10.7% | $6.07万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $63.22万 | 0.01% | 6,434 | 73 | 1.1% | $7,173 | 加仓 |
| KGC | KINROSS GOLD CORP | $63.23万 | 0.01% | 26,769 | 6,835 | 34.3% | $16.14万 | 加仓 |
| IFRA | ISHARES TR | $63.30万 | 0.01% | 10,042 | -463 | -4.4% | -$2.92万 | 减仓 |
| NEXA | NEXA RES S A | $63.32万 | 0.01% | 51,731 | 51,731 | — | $63.32万 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $63.52万 | 0.01% | 17,408 | 2,247 | 14.8% | $8.20万 | 加仓 |
| FAST | FASTENAL CO | $63.62万 | 0.01% | 13,247 | 891 | 7.2% | $4.28万 | 加仓 |
| EFG | ISHARES TR | $63.70万 | 0.01% | 5,120 | 462 | 9.9% | $5.75万 | 加仓 |
| SAN | BANCO SANTANDER SA | $63.92万 | 0.01% | 46,320 | 4,900 | 11.8% | $6.76万 | 加仓 |
| VEEV | VEEVA SYS INC | $63.92万 | 0.01% | 3,602 | -2,263 | -38.6% | -$40.16万 | 减仓 |
| PSA | PUBLIC STORAGE | $64.27万 | 0.01% | 2,019 | -2 | -0.1% | -$637 | 减仓 |
| TGT | TARGET CORP | $64.35万 | 0.01% | 4,927 | -1,120 | -18.5% | -$14.63万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $64.41万 | 0.01% | 3,443 | -131 | -3.7% | -$2.45万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $64.58万 | 0.01% | 4,209 | 450 | 12.0% | $6.90万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $64.61万 | 0.01% | 4,279 | 4,279 | — | $64.61万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $65.03万 | 0.01% | 1,228 | -113 | -8.4% | -$5.98万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $65.09万 | 0.01% | 44,732 | -768 | -1.7% | -$1.12万 | 减仓 |
| HYG | ISHARES TR | $65.29万 | 0.01% | 8,164 | -1,026 | -11.2% | -$8.21万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $65.67万 | 0.01% | 18,479 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $65.74万 | 0.01% | 14,820 | 584 | 4.1% | $2.59万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $65.76万 | 0.01% | 20,038 | -198 | -1.0% | -$6,498 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $66.04万 | 0.01% | 5,880 | 606 | 11.5% | $6.81万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $66.25万 | 0.01% | 7,125 | -725 | -9.2% | -$6.74万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $66.29万 | 0.01% | 14,000 | 14,000 | — | $66.29万 | 新建仓 |
| IXUS | ISHARES TR | $66.62万 | 0.01% | 6,980 | 203 | 3.0% | $1.94万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $66.69万 | 0.01% | 16,618 | -25,082 | -60.1% | -$100.65万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $66.81万 | 0.01% | 1,345 | 173 | 14.8% | $8.59万 | 加仓 |