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 |
|---|---|---|---|---|---|---|---|---|
| CHI | CALAMOS CONV OPPORTUNITIES & | $60.93万 | 0.01% | 45,333 | 2,000 | 4.6% | $2.69万 | 加仓 |
| ILMN | ILLUMINA INC | $60.63万 | 0.01% | 3,448 | 393 | 12.9% | $6.91万 | 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 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $60.43万 | 0.01% | 28,598 | 4,733 | 19.8% | $10.00万 | 加仓 |
| CB | CHUBB LIMITED | $60.42万 | 0.01% | 1,773 | 38 | 2.2% | $1.29万 | 加仓 |
| MTB | M & T BK CORP | $60.36万 | 0.01% | 2,536 | -78 | -3.0% | -$1.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.08万 | 0.01% | 7,174 | 806 | 12.7% | $6.75万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $60.03万 | 0.01% | 28,000 | 100 | 0.4% | $2,144 | 加仓 |
| ARW | ARROW ELECTRS INC | $59.99万 | 0.01% | 2,811 | 2,811 | — | $59.99万 | 新建仓 |
| DHR | DANAHER CORP DEL | $59.92万 | 0.01% | 3,146 | -1,029 | -24.6% | -$19.60万 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $59.71万 | 0.01% | 35,500 | 35,500 | — | $59.71万 | 新建仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $59.66万 | 0.01% | 18,650 | 6,018 | 47.6% | $19.25万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $59.57万 | 0.01% | 10,300 | -406 | -3.8% | -$2.35万 | 减仓 |
| — | NORTHERN LTS FD TR II | $59.54万 | 0.01% | 19,599 | 549 | 2.9% | $1.67万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $59.45万 | 0.01% | 4,146 | 993 | 31.5% | $14.24万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $59.32万 | 0.01% | 6,017 | -1,235 | -17.0% | -$12.18万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $59.30万 | 0.01% | 12,437 | -1,181 | -8.7% | -$5.63万 | 减仓 |
| FIVE | FIVE BELOW INC | $59.19万 | 0.01% | 3,292 | 3,292 | — | $59.19万 | 新建仓 |
| PSMO | PACER FDS TR | $59.15万 | 0.01% | 18,180 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $59.01万 | 0.01% | 7,489 | 7,489 | — | $59.01万 | 新建仓 |
| PPH | VANECK ETF TRUST | $58.75万 | 0.01% | 5,373 | 255 | 5.0% | $2.79万 | 加仓 |
| SO | SOUTHERN CO | $58.62万 | 0.01% | 6,125 | 1,246 | 25.5% | $11.93万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $58.53万 | 0.01% | 2,361 | -203 | -7.9% | -$5.03万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $58.52万 | 0.01% | 16,532 | -3,419 | -17.1% | -$12.10万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $58.44万 | 0.01% | 13,279 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $58.35万 | 0.01% | 3,815 | -345 | -8.3% | -$5.28万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $58.28万 | 0.01% | 6,258 | 6 | 0.1% | $559 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $58.26万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $58.18万 | 0.01% | 12,635 | -1,222 | -8.8% | -$5.63万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $58.15万 | 0.01% | 19,275 | 500 | 2.7% | $1.51万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $58.06万 | 0.01% | 12,312 | 8 | 0.1% | $377 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $58.00万 | 0.01% | 18,349 | 6,339 | 52.8% | $20.04万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $57.93万 | 0.01% | 81,243 | 8,810 | 12.2% | $6.28万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $57.45万 | 0.01% | 7,045 | -9,467 | -57.3% | -$77.20万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $57.44万 | 0.01% | 13,339 | 500 | 3.9% | $2.15万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $57.34万 | 0.01% | 25,662 | 4,524 | 21.4% | $10.11万 | 加仓 |
| CHPX | GLOBAL X FDS | $57.33万 | 0.01% | 5,393 | 5,393 | — | $57.33万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $57.26万 | 0.01% | 5,942 | 28 | 0.5% | $2,698 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.26万 | 0.01% | 2,557 | 423 | 19.8% | $9.47万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $57.05万 | 0.01% | 10,141 | -2,067 | -16.9% | -$11.63万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $57.02万 | 0.01% | 8,840 | -455 | -4.9% | -$2.93万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $56.87万 | 0.01% | 19,389 | 4,601 | 31.1% | $13.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.64万 | 0.01% | 26,455 | 26,455 | — | $56.64万 | 新建仓 |
| S | SENTINELONE INC | $56.48万 | 0.01% | 33,282 | 33,282 | — | $56.48万 | 新建仓 |
| RIO | RIO TINTO PLC | $56.31万 | 0.01% | 5,931 | -6,794 | -53.4% | -$64.50万 | 减仓 |
| EAT | BRINKER INTL INC | $56.28万 | 0.01% | 3,350 | -928 | -21.7% | -$15.59万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $56.22万 | 0.01% | 40,654 | -580 | -1.4% | -$8,021 | 减仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $56.19万 | 0.01% | 18,079 | 18,079 | — | $56.19万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.98万 | 0.01% | 28,559 | 411 | 1.5% | $8,056 | 加仓 |
| NVS | NOVARTIS AG | $55.82万 | 0.01% | 3,562 | -1,463 | -29.1% | -$22.93万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $55.64万 | 0.01% | 49,156 | -210,339 | -81.1% | -$238.10万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $55.40万 | 0.01% | 33,281 | -774 | -2.3% | -$1.29万 | 减仓 |
| CRML | CRITICAL METALS CORP | $55.25万 | 0.01% | 53,900 | 53,900 | — | $55.25万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $55.20万 | 0.01% | 5,192 | 5,192 | — | $55.20万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $54.92万 | 0.01% | 13,424 | -300 | -2.2% | -$1.23万 | 减仓 |
| IEO | ISHARES TR | $54.91万 | 0.01% | 5,000 | 97 | 2.0% | $1.07万 | 加仓 |
| EMN | EASTMAN CHEM CO | $54.86万 | 0.01% | 8,191 | -157 | -1.9% | -$1.05万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $54.63万 | 0.01% | 4,938 | -151 | -3.0% | -$1.67万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $54.53万 | 0.01% | 17,080 | 3,455 | 25.4% | $11.03万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.53万 | 0.01% | 3,251 | -121 | -3.6% | -$2.03万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $54.45万 | 0.01% | 22,434 | -2,491 | -10.0% | -$6.05万 | 减仓 |
| WMB | WILLIAMS COS INC | $54.42万 | 0.01% | 7,320 | 1,084 | 17.4% | $8.06万 | 加仓 |
| GM | GENERAL MTRS CO | $54.37万 | 0.01% | 7,054 | 4,117 | 140.2% | $31.73万 | 加仓 |
| SSRM | SSR MINING IN | $54.34万 | 0.01% | 19,214 | -3,113 | -13.9% | -$8.80万 | 减仓 |
| OKTA | OKTA INC | $54.31万 | 0.01% | 3,980 | -2,917 | -42.3% | -$39.80万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $54.13万 | 0.01% | 2,685 | -29 | -1.1% | -$5,847 | 减仓 |
| ABNB | AIRBNB INC | $53.97万 | 0.01% | 3,772 | -876 | -18.8% | -$12.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.90万 | 0.01% | 20,400 | -3,500 | -14.6% | -$9.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $53.88万 | 0.01% | 21,946 | 2,857 | 15.0% | $7.01万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $53.49万 | 0.01% | 14,452 | 2,244 | 18.4% | $8.31万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $53.38万 | 0.01% | 5,306 | -1,120 | -17.4% | -$11.27万 | 减仓 |
| — | NORTHERN LTS FD TR II | $53.23万 | 0.01% | 19,250 | 596 | 3.2% | $1.65万 | 加仓 |
| — | ARCOSA INC | $53.22万 | 0.01% | 3,663 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $53.14万 | 0.01% | 3,189 | 1,241 | 63.7% | $20.68万 | 重新持有 |
| PKW | INVESCO EXCHANGE TRADED FD T | $52.81万 | 0.01% | 3,728 | 425 | 12.9% | $6.02万 | 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 |
| — | INNOVATOR ETFS TRUST | $52.45万 | 0.01% | 18,997 | 1,397 | 7.9% | $3.86万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $52.39万 | 0.01% | 10,408 | -1,245 | -10.7% | -$6.27万 | 减仓 |
| RDDT | REDDIT INC | $52.37万 | 0.01% | 3,017 | -296 | -8.9% | -$5.14万 | 减仓 |
| ADBE | ADOBE INC | $52.21万 | 0.01% | 2,546 | -2,309 | -47.6% | -$47.35万 | 减仓 |
| OKE | ONEOK INC NEW | $52.02万 | 0.01% | 5,983 | -47 | -0.8% | -$4,087 | 减仓 |
| — | NORTHERN LTS FD TR IV | $51.92万 | 0.01% | 10,887 | 796 | 7.9% | $3.80万 | 加仓 |
| VLUE | ISHARES TR | $51.60万 | 0.01% | 2,582 | -330 | -11.3% | -$6.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $51.47万 | 0.01% | 1,320 | 74 | 5.9% | $2.89万 | 加仓 |
| FLEX | FLEX LTD | $51.31万 | 0.01% | 3,166 | 3,166 | — | $51.31万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $51.29万 | 0.01% | 1,821 | 24 | 1.3% | $6,760 | 加仓 |
| TLN | TALEN ENERGY CORP | $51.26万 | 0.01% | 1,334 | -529 | -28.4% | -$20.33万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $50.80万 | 0.01% | 3,061 | 3,061 | — | $50.80万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $50.69万 | 0.01% | 22,770 | 120 | 0.5% | $2,671 | 加仓 |
| PCAR | PACCAR INC | $50.11万 | 0.01% | 4,172 | 301 | 7.8% | $3.62万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $50.09万 | 0.01% | 1,317 | 1,317 | — | $50.09万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $50.09万 | 0.01% | 12,626 | 900 | 7.7% | $3.57万 | 加仓 |
| USD | PROSHARES TR | $49.99万 | 0.01% | 4,794 | -21 | -0.4% | -$2,190 | 减仓 |
| DOCU | DOCUSIGN INC | $49.87万 | 0.01% | 11,228 | 4,753 | 73.4% | $21.11万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $49.82万 | 0.01% | 24,698 | 8,478 | 52.3% | $17.10万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $49.58万 | 0.01% | 2,761 | 1,149 | 71.3% | $20.63万 | 加仓 |
| SDIV | GLOBAL X FDS | $49.58万 | 0.01% | 20,287 | 6,602 | 48.2% | $16.14万 | 加仓 |
| REMX | VANECK ETF TRUST | $49.31万 | 0.01% | 5,572 | -2,825 | -33.6% | -$25.00万 | 减仓 |
| MFC | MANULIFE FINL CORP | $49.31万 | 0.01% | 12,173 | -847 | -6.5% | -$3.43万 | 减仓 |
| DAPP | VANECK ETF TRUST | $49.30万 | 0.01% | 25,441 | 947 | 3.9% | $1.84万 | 加仓 |