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 |
|---|---|---|---|---|---|---|---|---|
| AAON | AAON INC | $49.29万 | 0.01% | 3,885 | 3,885 | — | $49.29万 | 新建仓 |
| CMF | ISHARES TR | $49.18万 | 0.01% | 8,531 | -2,766 | -24.5% | -$15.94万 | 减仓 |
| SCZ | ISHARES TR | $49.13万 | 0.01% | 5,972 | 1,592 | 36.3% | $13.10万 | 加仓 |
| BP | BP PLC | $49.12万 | 0.01% | 13,294 | -1,435 | -9.7% | -$5.30万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.01% | 8,002 | 350 | 4.6% | $2.13万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $48.77万 | 0.01% | 63,591 | -17,062 | -21.2% | -$13.09万 | 减仓 |
| TOL | TOLL BROTHERS INC | $48.74万 | 0.01% | 2,958 | 2,958 | — | $48.74万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $48.44万 | 0.01% | 3,482 | -545 | -13.5% | -$7.58万 | 减仓 |
| CGNX | COGNEX CORP | $48.39万 | 0.01% | 6,682 | -605 | -8.3% | -$4.38万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $48.31万 | 0.01% | 9,803 | 400 | 4.3% | $1.97万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $48.30万 | 0.01% | 3,131 | 460 | 17.2% | $7.10万 | 加仓 |
| IJT | ISHARES TR | $48.28万 | 0.01% | 2,703 | 27 | 1.0% | $4,822 | 加仓 |
| ASHR | DBX ETF TR | $48.22万 | 0.01% | 13,152 | -577 | -4.2% | -$2.12万 | 减仓 |
| SEZL | SEZZLE INC | $47.99万 | 0.01% | 2,796 | -412 | -12.8% | -$7.07万 | 减仓 |
| PTNQ | PACER FDS TR | $47.83万 | 0.01% | 5,395 | -152 | -2.7% | -$1.35万 | 减仓 |
| LYFT | LYFT INC | $47.81万 | 0.01% | 32,723 | -16,009 | -32.9% | -$23.39万 | 减仓 |
| YYY | AMPLIFY ETF TR | $47.68万 | 0.01% | 41,350 | 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 |
| FWRD | FORWARD AIR CORP | $47.33万 | 0.01% | 35,035 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $47.27万 | 0.01% | 48,182 | -2,911 | -5.7% | -$2.86万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $47.24万 | 0.01% | 8,612 | 404 | 4.9% | $2.22万 | 加仓 |
| RGLD | ROYAL GOLD INC | $47.23万 | 0.01% | 2,366 | -235 | -9.0% | -$4.69万 | 减仓 |
| GFI | GOLD FIELDS LTD | $47.22万 | 0.01% | 14,057 | 4,518 | 47.4% | $15.18万 | 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 |
| AVAV | AEROVIRONMENT INC | $47.01万 | 0.01% | 2,848 | 1,115 | 64.3% | $18.41万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $46.97万 | 0.01% | 4,085 | 3 | 0.1% | $345 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $46.97万 | 0.01% | 5,266 | -49 | -0.9% | -$4,371 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $46.79万 | 0.01% | 5,892 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $46.78万 | 0.01% | 21,006 | 21,006 | — | $46.78万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $46.75万 | 0.01% | 3,438 | -2,252 | -39.6% | -$30.62万 | 减仓 |
| CME | CME GROUP INC | $46.64万 | 0.01% | 2,112 | 95 | 4.7% | $2.10万 | 加仓 |
| COMT | ISHARES U S ETF TR | $46.52万 | 0.01% | 15,319 | -631 | -4.0% | -$1.92万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $46.47万 | 0.01% | 19,551 | 420 | 2.2% | $9,983 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $46.40万 | 0.01% | 12,360 | -4,100 | -24.9% | -$15.39万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $46.40万 | 0.01% | 11,328 | 227 | 2.0% | $9,297 | 加仓 |
| — | PROSHARES TR | $46.32万 | 0.01% | 5,413 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $45.84万 | 0.01% | 5,857 | 975 | 20.0% | $7.63万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $45.83万 | 0.01% | 10,187 | -3,350 | -24.7% | -$15.07万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $45.74万 | 0.01% | 7,146 | -206 | -2.8% | -$1.32万 | 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 |
| VCLT | VANGUARD SCOTTSDALE FDS | $45.35万 | 0.01% | 6,027 | -170 | -2.7% | -$1.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $44.86万 | 0.01% | 17,046 | 17,046 | — | $44.86万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $44.68万 | 0.01% | 29,378 | -250 | -0.8% | -$3,803 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $44.32万 | 0.01% | 23,891 | -19 | -0.1% | -$352 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $44.30万 | 0.01% | 35,386 | -17,364 | -32.9% | -$21.74万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $44.29万 | 0.01% | 27,021 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $44.28万 | 0.01% | 4,371 | 1,221 | 38.8% | $12.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.26万 | 0.01% | 22,096 | 22,096 | — | $44.26万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $44.10万 | 0.01% | 5,710 | 456 | 8.7% | $3.52万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $44.03万 | 0.01% | 5,947 | 112 | 1.9% | $8,292 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $44.00万 | 0.01% | 34,159 | -1,950 | -5.4% | -$2.51万 | 减仓 |
| FALN | ISHARES TR | $43.79万 | 0.01% | 16,075 | 7 | 0.0% | $191 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $43.62万 | 0.01% | 14,583 | 2,096 | 16.8% | $6.27万 | 加仓 |
| LEN | LENNAR CORP | $43.40万 | 0.01% | 4,796 | -2,255 | -32.0% | -$20.40万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $43.33万 | 0.01% | 1,145 | 1,145 | — | $43.33万 | 新建仓 |
| ADSK | AUTODESK INC | $43.15万 | 0.01% | 2,219 | -829 | -27.2% | -$16.12万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $43.06万 | 0.01% | 20,595 | 415 | 2.1% | $8,677 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $42.78万 | 0.01% | 7,595 | -361 | -4.5% | -$2.03万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $42.74万 | 0.01% | 9,899 | 3 | 0.0% | $130 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $42.59万 | 0.01% | 17,754 | 3,263 | 22.5% | $7.83万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $42.57万 | 0.01% | 2,866 | 2,866 | — | $42.57万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $42.52万 | 0.01% | 16,449 | 389 | 2.4% | $1.01万 | 加仓 |
| HYD | VANECK ETF TRUST | $42.34万 | 0.01% | 8,220 | 85 | 1.0% | $4,378 | 加仓 |
| LNG | CHENIERE ENERGY INC | $42.15万 | 0.01% | 1,764 | -3,310 | -65.2% | -$79.09万 | 减仓 |
| SGOL | ETFS GOLD TR | $42.08万 | 0.01% | 11,006 | 11,006 | — | $42.08万 | 新建仓 |
| FRO | FRONTLINE PLC | $42.04万 | 0.01% | 12,084 | 11 | 0.1% | $383 | 加仓 |
| REGL | PROSHARES TR | $41.98万 | 0.01% | 4,584 | 2 | 0.0% | $183 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $41.72万 | 0.01% | 11,625 | 11,625 | — | $41.72万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $41.48万 | 0.01% | 244 | 37 | 17.9% | $6.29万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $41.35万 | 0.01% | 3,776 | -264 | -6.5% | -$2.89万 | 减仓 |
| PTMC | PACER FDS TR | $41.23万 | 0.01% | 9,857 | -1,795 | -15.4% | -$7.51万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $41.14万 | 0.01% | 7,403 | 7,403 | — | $41.14万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $40.99万 | 0.01% | 18,935 | -700 | -3.6% | -$1.52万 | 减仓 |
| IDEV | ISHARES TR | $40.96万 | 0.01% | 4,602 | -5,084 | -52.5% | -$45.25万 | 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 |
| STXF | EA SERIES TRUST | $40.68万 | 0.01% | 8,423 | -270 | -3.1% | -$1.30万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.63万 | 0.01% | 14,030 | -50 | -0.4% | -$1,448 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $40.61万 | 0.01% | 11,710 | -5 | -0.0% | -$173 | 减仓 |
| NLR | VANECK ETF TRUST | $40.47万 | 0.01% | 3,489 | 1,187 | 51.6% | $13.77万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $40.39万 | 0.01% | 11,261 | -76 | -0.7% | -$2,726 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $40.27万 | 0.01% | 3,527 | -3,432 | -49.3% | -$39.19万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $40.07万 | 0.01% | 3,713 | -1,111 | -23.0% | -$11.99万 | 减仓 |
| — | ALPS ETF TR | $40.02万 | 0.01% | 6,190 | 194 | 3.2% | $1.25万 | 加仓 |
| IDV | ISHARES TR | $39.94万 | 0.01% | 9,640 | -777 | -7.5% | -$3.22万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $39.84万 | 0.01% | 11,458 | 2,912 | 34.1% | $10.13万 | 加仓 |
| XRT | SPDR SERIES TRUST | $39.83万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $39.82万 | 0.01% | 14,948 | 1,448 | 10.7% | $3.86万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $39.77万 | 0.01% | 33,879 | -488 | -1.4% | -$5,729 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.51万 | 0.01% | 2,704 | 73 | 2.8% | $1.07万 | 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 |
| ARKQ | ARK ETF TR | $39.39万 | 0.01% | 2,979 | 454 | 18.0% | $6.00万 | 加仓 |
| — | CAPITOL SER TR | $39.19万 | 0.01% | 8,937 | 8,937 | — | $39.19万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $39.18万 | 0.01% | 19,972 | -1,855 | -8.5% | -$3.64万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $39.16万 | 0.01% | 3,423 | -300 | -8.1% | -$3.43万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $39.05万 | 0.01% | 8,726 | -536 | -5.8% | -$2.40万 | 减仓 |
| — | CION INVT CORP | $39.02万 | 0.01% | 62,627 | 17,820 | 39.8% | $11.10万 | 加仓 |
| GUNR | FLEXSHARES TR | $39.01万 | 0.01% | 7,916 | 7,916 | — | $39.01万 | 新建仓 |
| AEE | AMEREN CORP | $38.64万 | 0.01% | 3,418 | 1,468 | 75.3% | $16.59万 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $38.58万 | 0.01% | 11,218 | 4,368 | 63.8% | $15.02万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $38.57万 | 0.01% | 9,027 | 72 | 0.8% | $3,076 | 加仓 |