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 |
|---|---|---|---|---|---|---|---|---|
| SLYG | SPDR SERIES TRUST | $32.56万 | 0.01% | 2,733 | 463 | 20.4% | $5.52万 | 加仓 |
| SHM | SPDR SERIES TRUST | $32.54万 | 0.01% | 6,784 | -443 | -6.1% | -$2.12万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $32.49万 | 0.01% | 3,437 | 3,437 | — | $32.49万 | 新建仓 |
| IYY | ISHARES TR | $32.48万 | 0.01% | 1,782 | -225 | -11.2% | -$4.10万 | 减仓 |
| URTH | ISHARES INC | $32.23万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $32.22万 | 0.01% | 8,263 | 1,273 | 18.2% | $4.96万 | 加仓 |
| DX | DYNEX CAP INC | $32.11万 | 0.01% | 24,495 | 988 | 4.2% | $1.30万 | 加仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $32.03万 | 0.01% | 25,642 | 3,000 | 13.2% | $3.75万 | 加仓 |
| FLS | FLOWSERVE CORP | $32.01万 | 0.01% | 4,317 | 4,317 | — | $32.01万 | 新建仓 |
| VICR | VICOR CORP | $31.90万 | 0.01% | 840 | 840 | — | $31.90万 | 新建仓 |
| TEX | TEREX CORP NEW | $31.58万 | 0.01% | 4,363 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $31.54万 | 0.01% | 8,000 | -600 | -7.0% | -$2.37万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $31.42万 | 0.01% | 6,155 | -200 | -3.1% | -$1.02万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.36万 | 0.01% | 6,290 | -268 | -4.1% | -$1.34万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.36万 | 0.01% | 3,405 | -1,609 | -32.1% | -$14.82万 | 减仓 |
| GSK | GSK PLC | $31.31万 | 0.01% | 5,973 | -472 | -7.3% | -$2.47万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.29万 | 0.01% | 11,177 | 854 | 8.3% | $2.39万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $31.27万 | 0.01% | 9,696 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.27万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS ETF TRUST | $31.20万 | 0.01% | 13,192 | 13,192 | — | $31.20万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $31.19万 | 0.01% | 1,153 | 79 | 7.4% | $2.14万 | 加仓 |
| XPH | SPDR SERIES TRUST | $31.15万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $31.12万 | 0.01% | 2,000 | -25 | -1.2% | -$3,890 | 减仓 |
| VALE | VALE S A | $31.09万 | 0.01% | 20,669 | -7,344 | -26.2% | -$11.05万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $31.07万 | 0.01% | 8,164 | 8,164 | — | $31.07万 | 新建仓 |
| SMOT | VANECK ETF TRUST | $31.01万 | 0.01% | 7,981 | -266 | -3.2% | -$1.03万 | 减仓 |
| IVZ | INVESCO LTD | $31.01万 | 0.01% | 11,752 | -100 | -0.8% | -$2,639 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.98万 | 0.01% | 15,195 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $30.98万 | 0.01% | 24,430 | 306 | 1.3% | $3,880 | 加仓 |
| EQIX | EQUINIX INC | $30.98万 | 0.01% | 297 | 50 | 20.2% | $5.21万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $30.89万 | 0.01% | 26,699 | -9,460 | -26.2% | -$10.95万 | 减仓 |
| ISCV | ISHARES TR | $30.87万 | 0.01% | 3,942 | 308 | 8.5% | $2.41万 | 加仓 |
| PFFD | GLOBAL X FDS | $30.84万 | 0.01% | 16,500 | 2,325 | 16.4% | $4.35万 | 加仓 |
| — | ADVISORSHARES TR | $30.84万 | 0.01% | 18,700 | 18,700 | — | $30.84万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $30.77万 | 0.01% | 4,558 | -2,450 | -35.0% | -$16.54万 | 减仓 |
| ILF | ISHARES TR | $30.76万 | 0.01% | 9,113 | 2,079 | 29.6% | $7.02万 | 加仓 |
| RAVI | FLEXSHARES TR | $30.72万 | 0.01% | 4,073 | -15,179 | -78.8% | -$114.48万 | 减仓 |
| — | THEMES ETF TR | $30.70万 | 0.01% | 6,047 | 6,047 | — | $30.70万 | 新建仓 |
| BLSH | BULLISH | $30.59万 | 0.01% | 13,058 | 2,028 | 18.4% | $4.75万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $30.39万 | 0.01% | 1,426 | -6 | -0.4% | -$1,278 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $30.32万 | 0.01% | 5,057 | -689 | -12.0% | -$4.13万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $30.15万 | 0.01% | 4,045 | 787 | 24.2% | $5.87万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $30.09万 | 0.01% | 3,282 | -27 | -0.8% | -$2,476 | 减仓 |
| SRVR | PACER FDS TR | $30.06万 | 0.01% | 9,462 | -2,091 | -18.1% | -$6.64万 | 减仓 |
| XYZ | BLOCK INC | $30.04万 | 0.01% | 3,952 | -4,385 | -52.6% | -$33.33万 | 减仓 |
| SLQD | ISHARES TR | $29.87万 | 0.01% | 5,931 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $29.86万 | 0.01% | 1,690 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $29.80万 | 0.01% | 8,754 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $29.80万 | 0.01% | 5,862 | -94 | -1.6% | -$4,779 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $29.79万 | 0.01% | 5,327 | 5,327 | — | $29.79万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.70万 | 0.01% | 9,504 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $29.60万 | 0.01% | 11,618 | 1,221 | 11.7% | $3.11万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $29.56万 | 0.01% | 28,072 | 5,190 | 22.7% | $5.47万 | 加仓 |
| TPIF | TIMOTHY PLAN | $29.55万 | 0.01% | 7,921 | 874 | 12.4% | $3.26万 | 加仓 |
| — | NEOS ETF TRUST | $29.47万 | 0.01% | 6,000 | 6,000 | — | $29.47万 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $29.46万 | 0.01% | 9,324 | 9,324 | — | $29.46万 | 新建仓 |
| — | PROSHARES TR | $29.46万 | 0.01% | 13,800 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $29.45万 | 0.01% | 31,068 | -25,093 | -44.7% | -$23.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $29.41万 | 0.01% | 2,519 | -548 | -17.9% | -$6.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.32万 | 0.01% | 7,300 | 0 | 0.0% | — | 不变 |
| FTMH | PUTNAM ETF TRUST | $29.25万 | 0.01% | 24,619 | 9,546 | 63.3% | $11.34万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $28.98万 | 0.01% | 1,013 | -14 | -1.4% | -$4,005 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.96万 | 0.01% | 1,914 | -29 | -1.5% | -$4,389 | 减仓 |
| — | PACER FDS TR | $28.93万 | 0.01% | 5,639 | -2,611 | -31.6% | -$13.40万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $28.92万 | 0.01% | 9,731 | 641 | 7.1% | $1.91万 | 加仓 |
| — | PACER FDS TR | $28.87万 | 0.01% | 7,181 | -8,543 | -54.3% | -$34.35万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $28.80万 | 0.01% | 11,189 | 11,189 | — | $28.80万 | 新建仓 |
| SE | SEA LTD | $28.75万 | 0.01% | 3,000 | 1,242 | 70.6% | $11.90万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $28.72万 | 0.01% | 705 | -112 | -13.7% | -$4.56万 | 减仓 |
| TOST | TOAST INC | $28.63万 | 0.01% | 10,292 | -298 | -2.8% | -$8,290 | 减仓 |
| EWT | ISHARES INC | $28.56万 | 0.01% | 2,630 | 2,630 | — | $28.56万 | 新建仓 |
| RYLD | GLOBAL X FDS | $28.54万 | 0.01% | 17,849 | -1,000 | -5.3% | -$1.60万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $28.43万 | 0.01% | 12,750 | 12,750 | — | $28.43万 | 新建仓 |
| WD | WALKER & DUNLOP INC | $28.41万 | 0.01% | 5,193 | -300 | -5.5% | -$1.64万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $28.39万 | 0.01% | 4,329 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $28.38万 | 0.01% | 5,534 | -4,003 | -42.0% | -$20.53万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $28.38万 | 0.01% | 7,153 | 1,244 | 21.1% | $4.94万 | 加仓 |
| CLH | CLEAN HARBORS INC | $28.35万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $28.31万 | 0.01% | 11,988 | -3,604 | -23.1% | -$8.51万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $28.20万 | 0.01% | 1,302 | -51 | -3.8% | -$1.10万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $28.17万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $28.11万 | 0.01% | 3,705 | -1,059 | -22.2% | -$8.04万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $28.10万 | 0.01% | 10,809 | 500 | 4.9% | $1.30万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $28.08万 | 0.01% | 960 | -383 | -28.5% | -$11.20万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $27.96万 | 0.01% | 5,790 | 5,790 | — | $27.96万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $27.95万 | 0.01% | 1,709 | -130 | -7.1% | -$2.13万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $27.87万 | 0.01% | 1,575 | -13 | -0.8% | -$2,301 | 减仓 |
| ARKW | ARK ETF TR | $27.76万 | 0.01% | 1,917 | -40 | -2.0% | -$5,793 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $27.73万 | 0.01% | 6,022 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.69万 | 0.01% | 2,249 | -111 | -4.7% | -$1.37万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.63万 | 0.01% | 8,093 | 8,093 | — | $27.63万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.56万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.36万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $27.33万 | 0.01% | 6,963 | 6,963 | — | $27.33万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $27.32万 | 0.01% | 10,529 | 65 | 0.6% | $1,687 | 加仓 |
| SLB | SLB LIMITED | $27.32万 | 0.01% | 5,876 | -1,331 | -18.5% | -$6.19万 | 减仓 |
| — | BITWISE FUNDS TRUST | $27.29万 | 0.01% | 40,371 | -15,258 | -27.4% | -$10.31万 | 减仓 |
| PSMD | PACER FDS TR | $27.28万 | 0.01% | 7,950 | -1,070 | -11.9% | -$3.67万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $27.12万 | 0.01% | 6,562 | 128 | 2.0% | $5,290 | 加仓 |
| IHI | ISHARES TR | $27.09万 | 0.01% | 5,482 | -353 | -6.0% | -$1.74万 | 减仓 |