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 |
|---|---|---|---|---|---|---|---|---|
| — | COHEN & STEERS REAL ESTATE O | $66.88万 | 0.01% | 42,491 | 6,300 | 17.4% | $9.92万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $66.93万 | 0.01% | 29,156 | 4,434 | 17.9% | $10.18万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $67.01万 | 0.01% | 81,025 | -11,098 | -12.0% | -$9.18万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $67.21万 | 0.01% | 14,727 | -1,764 | -10.7% | -$8.05万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $67.38万 | 0.01% | 14,838 | 1,948 | 15.1% | $8.85万 | 加仓 |
| AZN | ASTRAZENECA PLC | $67.57万 | 0.01% | 3,608 | 940 | 35.2% | $17.61万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $67.68万 | 0.01% | 4,965 | 4,965 | — | $67.68万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $67.77万 | 0.01% | 78,350 | 38,700 | 97.6% | $33.48万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $67.90万 | 0.01% | 26,307 | 5,019 | 23.6% | $12.95万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $67.90万 | 0.01% | 1,089 | -1 | -0.1% | -$624 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $67.92万 | 0.01% | 8,792 | 400 | 4.8% | $3.09万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $68.74万 | 0.01% | 13,368 | -1,192 | -8.2% | -$6.13万 | 减仓 |
| ITM | VANECK ETF TRUST | $68.83万 | 0.01% | 14,648 | -71 | -0.5% | -$3,336 | 减仓 |
| MAIN | MAIN STR CAP CORP | $68.97万 | 0.01% | 13,294 | -1,393 | -9.5% | -$7.23万 | 减仓 |
| SYY | SYSCO CORP | $69.10万 | 0.01% | 8,267 | -643 | -7.2% | -$5.37万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $69.54万 | 0.01% | 45,782 | -1,059 | -2.3% | -$1.61万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $69.67万 | 0.01% | 2,479 | 221 | 9.8% | $6.21万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $69.91万 | 0.01% | 41,889 | -6,506 | -13.4% | -$10.86万 | 减仓 |
| — | FLEXSHARES TR | $69.95万 | 0.01% | 16,680 | 865 | 5.5% | $3.63万 | 加仓 |
| EPR | EPR PPTYS | $70.15万 | 0.01% | 12,093 | -1,200 | -9.0% | -$6.96万 | 减仓 |
| IYF | ISHARES TR | $70.21万 | 0.01% | 5,506 | -196 | -3.4% | -$2.50万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $70.53万 | 0.01% | 9,248 | 1,805 | 24.3% | $13.76万 | 加仓 |
| DES | WISDOMTREE TR | $70.85万 | 0.01% | 17,415 | 802 | 4.8% | $3.26万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $70.86万 | 0.01% | 13,244 | -161 | -1.2% | -$8,614 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $70.89万 | 0.01% | 2,025 | 488 | 31.8% | $17.08万 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $70.92万 | 0.01% | 77,000 | -900 | -1.2% | -$8,289 | 减仓 |
| VOX | VANGUARD WORLD FD | $71.10万 | 0.01% | 3,865 | 633 | 19.6% | $11.64万 | 加仓 |
| ZAP | GLOBAL X FDS | $71.29万 | 0.01% | 20,598 | 20,598 | — | $71.29万 | 新建仓 |
| SPEU | SPDR INDEX SHS FDS | $71.55万 | 0.01% | 13,038 | 269 | 2.1% | $1.48万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $71.66万 | 0.01% | 16,505 | -27,644 | -62.6% | -$120.03万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $71.77万 | 0.01% | 2,563 | 224 | 9.6% | $6.27万 | 加仓 |
| — | ETFIS SER TR I | $71.97万 | 0.01% | 7,476 | 128 | 1.7% | $1.23万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $72.48万 | 0.01% | 3,436 | 40 | 1.2% | $8,437 | 加仓 |
| JBL | JABIL INC | $72.70万 | 0.01% | 1,886 | 15 | 0.8% | $5,782 | 加仓 |
| — | SILA REALTY TRUST INC | $72.83万 | 0.01% | 23,989 | 795 | 3.4% | $2.41万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $73.05万 | 0.01% | 35,870 | -6,548 | -15.4% | -$13.34万 | 减仓 |
| TWLO | TWILIO INC | $73.12万 | 0.01% | 3,544 | 229 | 6.9% | $4.72万 | 加仓 |
| IJJ | ISHARES TR | $74.36万 | 0.01% | 5,034 | -394 | -7.3% | -$5.82万 | 减仓 |
| PFLD | ETF SER SOLUTIONS | $74.42万 | 0.01% | 38,067 | -5,603 | -12.8% | -$10.95万 | 减仓 |
| YUM | YUM BRANDS INC | $74.64万 | 0.01% | 4,669 | 1,582 | 51.2% | $25.29万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $74.71万 | 0.01% | 940 | 940 | — | $74.71万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $74.85万 | 0.01% | 28,076 | 7,713 | 37.9% | $20.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| TRFM | ETF SER SOLUTIONS | $74.97万 | 0.01% | 11,868 | 252 | 2.2% | $1.59万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $75.01万 | 0.01% | 7,749 | -1,518 | -16.4% | -$14.69万 | 减仓 |
| MCK | MCKESSON CORP | $75.18万 | 0.01% | 995 | 150 | 17.8% | $11.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.25万 | 0.01% | 10,766 | -1,112 | -9.4% | -$7.77万 | 减仓 |
| — | NEOS ETF TRUST | $75.39万 | 0.01% | 28,069 | 1,673 | 6.3% | $4.49万 | 加仓 |
| SHYG | ISHARES TR | $75.66万 | 0.01% | 17,839 | 7,819 | 78.0% | $33.16万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $75.80万 | 0.01% | 4,492 | 1,190 | 36.0% | $20.08万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $76.17万 | 0.01% | 81,289 | 2,000 | 2.5% | $1.87万 | 加仓 |
| NVO | NOVO-NORDISK A S | $76.23万 | 0.01% | 15,901 | 930 | 6.2% | $4.46万 | 加仓 |
| TDV | PROSHARES TR | $76.45万 | 0.01% | 7,354 | 0 | 0.0% | — | 不变 |
| APRW | AIM ETF PRODUCTS TRUST | $76.67万 | 0.01% | 20,643 | 2,812 | 15.8% | $10.44万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $76.78万 | 0.01% | 70,830 | -10,061 | -12.4% | -$10.91万 | 减仓 |
| — | PROSHARES TR | $76.88万 | 0.01% | 11,435 | -3,078 | -21.2% | -$20.69万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $76.96万 | 0.01% | 14,468 | -3,743 | -20.6% | -$19.91万 | 减仓 |
| IAT | ISHARES TR | $77.20万 | 0.01% | 12,410 | -1,100 | -8.1% | -$6.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $77.55万 | 0.01% | 24,350 | -883 | -3.5% | -$2.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $77.61万 | 0.01% | 8,411 | 458 | 5.8% | $4.23万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $77.76万 | 0.01% | 5,733 | -11,793 | -67.3% | -$159.96万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $77.76万 | 0.01% | 27,219 | 27,219 | — | $77.76万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $78.11万 | 0.01% | 18,510 | -333 | -1.8% | -$1.41万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $78.42万 | 0.01% | 4,802 | -472 | -8.9% | -$7.71万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $78.62万 | 0.01% | 40,068 | 40,068 | — | $78.62万 | 新建仓 |
| USB | US BANCORP | $78.91万 | 0.01% | 13,064 | -1,612 | -11.0% | -$9.74万 | 减仓 |
| PGR | PROGRESSIVE CORP | $78.93万 | 0.01% | 3,613 | 354 | 10.9% | $7.73万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $79.51万 | 0.01% | 2,957 | 70 | 2.4% | $1.88万 | 加仓 |
| VIRT | VIRTU FINL INC | $79.64万 | 0.01% | 13,369 | 13,369 | — | $79.64万 | 新建仓 |
| EFAV | ISHARES TR | $79.65万 | 0.01% | 9,081 | 350 | 4.0% | $3.07万 | 加仓 |
| — | PROSHARES TR | $79.74万 | 0.01% | 14,021 | -1,562 | -10.0% | -$8.88万 | 减仓 |
| HYS | PIMCO ETF TR | $80.03万 | 0.01% | 8,557 | 384 | 4.7% | $3.59万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $80.24万 | 0.02% | 13,336 | 408 | 3.2% | $2.45万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $80.26万 | 0.02% | 17,788 | 17,788 | — | $80.26万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $80.26万 | 0.02% | 5,867 | 85 | 1.5% | $1.16万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $80.30万 | 0.02% | 28,285 | 768 | 2.8% | $2.18万 | 加仓 |
| — | PACER FDS TR | $80.54万 | 0.02% | 24,669 | 2,995 | 13.8% | $9.78万 | 加仓 |
| ILCG | ISHARES TR | $80.65万 | 0.02% | 6,892 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $80.68万 | 0.02% | 8,616 | 771 | 9.8% | $7.22万 | 加仓 |
| ICVT | ISHARES TR | $80.77万 | 0.02% | 6,635 | -201 | -2.9% | -$2.45万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $80.97万 | 0.02% | 67,303 | -25,941 | -27.8% | -$31.21万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $81.23万 | 0.02% | 4,621 | -1,580 | -25.5% | -$27.77万 | 减仓 |
| CSTM | CONSTELLIUM SE | $81.27万 | 0.02% | 25,499 | 25,499 | — | $81.27万 | 新建仓 |
| SBR | SABINE RTY TR | $81.64万 | 0.02% | 11,154 | 150 | 1.4% | $1.10万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $81.88万 | 0.02% | 26,749 | 26,749 | — | $81.88万 | 新建仓 |
| NANR | SPDR INDEX SHS FDS | $81.96万 | 0.02% | 10,855 | 10,855 | — | $81.96万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $82.20万 | 0.02% | 13,309 | -593 | -4.3% | -$3.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $82.51万 | 0.02% | 30,527 | 14,795 | 94.0% | $39.99万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $82.64万 | 0.02% | 17,321 | 4,124 | 31.2% | $19.68万 | 加仓 |
| IOO | ISHARES TR | $83.41万 | 0.02% | 6,106 | 6,106 | — | $83.41万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $83.41万 | 0.02% | 29,391 | -5,360 | -15.4% | -$15.21万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $83.70万 | 0.02% | 31,850 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $83.72万 | 0.02% | 2,143 | 109 | 5.4% | $4.26万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $83.94万 | 0.02% | 14,503 | 1,788 | 14.1% | $10.35万 | 加仓 |
| FDX | FEDEX CORP | $84.55万 | 0.02% | 2,700 | 859 | 46.7% | $26.90万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $84.60万 | 0.02% | 111,901 | 111,901 | — | $84.60万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $84.99万 | 0.02% | 25,401 | 15,638 | 160.2% | $52.32万 | 加仓 |
| FSLR | FIRST SOLAR INC | $85.04万 | 0.02% | 3,604 | -3,001 | -45.4% | -$70.81万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $85.57万 | 0.02% | 4,416 | -1,231 | -21.8% | -$23.85万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $85.73万 | 0.02% | 2,314 | 28 | 1.2% | $1.04万 | 加仓 |