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 |
|---|---|---|---|---|---|---|---|---|
| — | AIM ETF PRODUCTS TRUST | $38.56万 | 0.01% | 11,317 | 691 | 6.5% | $2.35万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $38.37万 | 0.01% | 2,916 | 1,089 | 59.6% | $14.33万 | 加仓 |
| JOBY | JOBY AVIATION INC | $38.18万 | 0.01% | 42,808 | 7,428 | 21.0% | $6.63万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $38.13万 | 0.01% | 19,734 | -1,407 | -6.7% | -$2.72万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $38.06万 | 0.01% | 30,642 | -1,100 | -3.5% | -$1.37万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $38.01万 | 0.01% | 6,663 | -1,243 | -15.7% | -$7.09万 | 减仓 |
| DTE | DTE ENERGY CO | $38.00万 | 0.01% | 2,494 | 272 | 12.2% | $4.14万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.96万 | 0.01% | 7,210 | -2,109 | -22.6% | -$11.10万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $37.94万 | 0.01% | 13,945 | 13,945 | — | $37.94万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $37.90万 | 0.01% | 4,176 | -1,459 | -25.9% | -$13.24万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $37.87万 | 0.01% | 7,926 | -755 | -8.7% | -$3.61万 | 减仓 |
| VMC | VULCAN MATLS CO | $37.79万 | 0.01% | 1,281 | -37 | -2.8% | -$1.09万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $37.77万 | 0.01% | 5,428 | 616 | 12.8% | $4.29万 | 加仓 |
| IBTG | ISHARES TR | $37.69万 | 0.01% | 16,466 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $37.58万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $37.56万 | 0.01% | 4,561 | -559 | -10.9% | -$4.60万 | 减仓 |
| KWEB | KRANESHARES TRUST | $37.55万 | 0.01% | 15,346 | -16,225 | -51.4% | -$39.70万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.52万 | 0.01% | 764 | -75 | -8.9% | -$3.68万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $37.47万 | 0.01% | 33,128 | -1,852 | -5.3% | -$2.09万 | 减仓 |
| EXEL | EXELIXIS INC | $37.39万 | 0.01% | 6,871 | 6,871 | — | $37.39万 | 新建仓 |
| — | PROSHARES TR | $37.35万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $37.29万 | 0.01% | 4,152 | 4,152 | — | $37.29万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $37.22万 | 0.01% | 7,345 | 1,894 | 34.7% | $9.60万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $37.12万 | 0.01% | 823 | -500 | -37.8% | -$22.55万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.04万 | 0.01% | 8,336 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.01万 | 0.01% | 986 | 177 | 21.9% | $6.64万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $36.98万 | 0.01% | 13,530 | 685 | 5.3% | $1.87万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $36.98万 | 0.01% | 3,322 | 794 | 31.4% | $8.84万 | 加仓 |
| AUSF | GLOBAL X FDS | $36.81万 | 0.01% | 7,534 | 7,534 | — | $36.81万 | 新建仓 |
| IWS | ISHARES TR | $36.80万 | 0.01% | 2,235 | 2,235 | — | $36.80万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $36.78万 | 0.01% | 19,803 | -2,153 | -9.8% | -$4.00万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $36.69万 | 0.01% | 2,543 | -48 | -1.9% | -$6,926 | 减仓 |
| EWJ | ISHARES INC | $36.62万 | 0.01% | 3,926 | 188 | 5.0% | $1.75万 | 加仓 |
| TMFC | RBB FD INC | $36.46万 | 0.01% | 4,788 | 193 | 4.2% | $1.47万 | 加仓 |
| GMED | GLOBUS MED INC | $36.40万 | 0.01% | 4,607 | -4,753 | -50.8% | -$37.55万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $36.39万 | 0.01% | 10,078 | -101 | -1.0% | -$3,647 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $36.37万 | 0.01% | 28,412 | 79 | 0.3% | $1,011 | 加仓 |
| — | PROSHARES TR | $36.34万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $36.11万 | 0.01% | 6,565 | 1,492 | 29.4% | $8.21万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $36.01万 | 0.01% | 2,478 | 321 | 14.9% | $4.66万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $35.81万 | 0.01% | 3,768 | 3,768 | — | $35.81万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $35.79万 | 0.01% | 10,103 | -906 | -8.2% | -$3.21万 | 减仓 |
| — | LMP CAP & INCOME FD INC | $35.78万 | 0.01% | 22,865 | 22,865 | — | $35.78万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $35.70万 | 0.01% | 79,500 | -3,000 | -3.6% | -$1.35万 | 减仓 |
| DON | WISDOMTREE TR | $35.69万 | 0.01% | 6,315 | 1,053 | 20.0% | $5.95万 | 加仓 |
| SNPS | SYNOPSYS INC | $35.69万 | 0.01% | 800 | -82 | -9.3% | -$3.66万 | 减仓 |
| D | DOMINION ENERGY INC | $35.66万 | 0.01% | 5,222 | 386 | 8.0% | $2.64万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $35.55万 | 0.01% | 38,721 | 1,064 | 2.8% | $9,768 | 加仓 |
| — | SPROTT FDS TR | $35.47万 | 0.01% | 7,068 | 1,830 | 34.9% | $9.18万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $35.42万 | 0.01% | 43,670 | 8,741 | 25.0% | $7.09万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $35.35万 | 0.01% | 8,417 | 1,332 | 18.8% | $5.59万 | 加仓 |
| RACE | FERRARI N V | $35.31万 | 0.01% | 952 | 187 | 24.4% | $6.94万 | 加仓 |
| DHI | D R HORTON INC | $35.28万 | 0.01% | 2,166 | 58 | 2.8% | $9,447 | 加仓 |
| CE | CELANESE CORP DEL | $35.24万 | 0.01% | 7,660 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $35.18万 | 0.01% | 9,542 | 866 | 10.0% | $3.19万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $35.12万 | 0.01% | 6,583 | 165 | 2.6% | $8,803 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $35.07万 | 0.01% | 1,587 | 1,587 | — | $35.07万 | 新建仓 |
| NULG | NUSHARES ETF TR | $34.96万 | 0.01% | 2,987 | 353 | 13.4% | $4.13万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $34.85万 | 0.01% | 9,774 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $34.84万 | 0.01% | 9,266 | -995 | -9.7% | -$3.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.82万 | 0.01% | 17,615 | 17,615 | — | $34.82万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $34.82万 | 0.01% | 5,021 | 5,021 | — | $34.82万 | 新建仓 |
| FDRR | FIDELITY COVINGTON TRUST | $34.73万 | 0.01% | 5,354 | 17 | 0.3% | $1,103 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $34.72万 | 0.01% | 28,066 | -886 | -3.1% | -$1.10万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $34.56万 | 0.01% | 19,287 | 4,500 | 30.4% | $8.06万 | 加仓 |
| PPG | PPG INDS INC | $34.56万 | 0.01% | 2,849 | -158 | -5.3% | -$1.92万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $34.55万 | 0.01% | 28,508 | 206 | 0.7% | $2,497 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.55万 | 0.01% | 11,500 | -3,000 | -20.7% | -$9.01万 | 减仓 |
| MUSA | MURPHY USA INC | $34.54万 | 0.01% | 641 | -1 | -0.2% | -$539 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.50万 | 0.01% | 4,455 | -3,800 | -46.0% | -$29.42万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $34.48万 | 0.01% | 9,755 | 65 | 0.7% | $2,298 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $34.48万 | 0.01% | 751 | -905 | -54.6% | -$41.55万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $34.32万 | 0.01% | 23,250 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $34.21万 | 0.01% | 12,940 | 3,565 | 38.0% | $9.43万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $34.10万 | 0.01% | 6,848 | 43 | 0.6% | $2,141 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $34.09万 | 0.01% | 9,988 | 9,988 | — | $34.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.08万 | 0.01% | 11,531 | 1,000 | 9.5% | $2.96万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $34.05万 | 0.01% | 18,436 | -159 | -0.9% | -$2,937 | 减仓 |
| INTU | INTUIT | $34.05万 | 0.01% | 1,304 | -35 | -2.6% | -$9,139 | 减仓 |
| BSVO | EA SERIES TRUST | $33.99万 | 0.01% | 11,645 | -36,886 | -76.0% | -$107.67万 | 减仓 |
| RY | ROYAL BK CDA | $33.84万 | 0.01% | 1,635 | -225 | -12.1% | -$4.66万 | 减仓 |
| CTVA | CORTEVA INC | $33.83万 | 0.01% | 3,995 | 475 | 13.5% | $4.02万 | 加仓 |
| DXCM | DEXCOM INC | $33.83万 | 0.01% | 5,023 | 574 | 12.9% | $3.87万 | 加仓 |
| ARHS | ARHAUS INC | $33.68万 | 0.01% | 40,000 | 40,000 | — | $33.68万 | 新建仓 |
| MET | METLIFE INC | $33.58万 | 0.01% | 3,969 | -1,765 | -30.8% | -$14.93万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $33.57万 | 0.01% | 8,345 | 980 | 13.3% | $3.94万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $33.42万 | 0.01% | 6,996 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $33.29万 | 0.01% | 2,302 | 282 | 14.0% | $4.08万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $33.17万 | 0.01% | 1,697 | -60 | -3.4% | -$1.17万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $33.09万 | 0.01% | 5,901 | 1,660 | 39.1% | $9.31万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $33.07万 | 0.01% | 12,809 | -10,948 | -46.1% | -$28.27万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $33.06万 | 0.01% | 6,062 | -784 | -11.5% | -$4.28万 | 减仓 |
| SSUS | STRATEGY SHS | $32.99万 | 0.01% | 5,964 | -3,958 | -39.9% | -$21.89万 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $32.85万 | 0.01% | 2,298 | 1 | 0.0% | $143 | 加仓 |
| XHB | SPDR SERIES TRUST | $32.77万 | 0.01% | 2,836 | -699 | -19.8% | -$8.08万 | 减仓 |
| — | PUTNAM ETF TRUST | $32.75万 | 0.01% | 12,034 | -13,516 | -52.9% | -$36.78万 | 减仓 |
| BALL | BALL CORP | $32.71万 | 0.01% | 5,242 | 5,242 | — | $32.71万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.71万 | 0.01% | 2,468 | -12 | -0.5% | -$1,590 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $32.68万 | 0.01% | 7,073 | -743 | -9.5% | -$3.43万 | 减仓 |
| TEM | TEMPUS AI INC | $32.63万 | 0.01% | 5,632 | -5,940 | -51.3% | -$34.41万 | 减仓 |