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 |
|---|---|---|---|---|---|---|---|---|
| — | HANCOCK JOHN PREM DIVID FD | $22.89万 | 0.00% | 17,679 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $22.86万 | 0.00% | 421 | 421 | — | $22.86万 | 新建仓 |
| HSY | HERSHEY CO | $22.81万 | 0.00% | 1,300 | -317 | -19.6% | -$5.56万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $22.76万 | 0.00% | 17,812 | 2,856 | 19.1% | $3.65万 | 加仓 |
| BN | BROOKFIELD CORP | $22.70万 | 0.00% | 5,321 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST INC | $22.68万 | 0.00% | 5,303 | 5,303 | — | $22.68万 | 新建仓 |
| ALLY | ALLY FINL INC | $22.67万 | 0.00% | 4,934 | -4,127 | -45.5% | -$18.96万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $22.63万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $22.57万 | 0.00% | 8,100 | 8,100 | — | $22.57万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $22.55万 | 0.00% | 4,174 | 4,174 | — | $22.55万 | 新建仓 |
| EIX | EDISON INTL | $22.53万 | 0.00% | 3,026 | 3,026 | — | $22.53万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $22.37万 | 0.00% | 1,733 | -500 | -22.4% | -$6.45万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $22.35万 | 0.00% | 18,705 | 48 | 0.3% | $574 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.33万 | 0.00% | 5,434 | 5,434 | — | $22.33万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.31万 | 0.00% | 1,438 | -3,564 | -71.3% | -$55.29万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $22.31万 | 0.00% | 7,097 | 7,097 | — | $22.31万 | 新建仓 |
| — | PACER FDS TR | $22.30万 | 0.00% | 11,631 | -2,433 | -17.3% | -$4.66万 | 减仓 |
| GIS | GENERAL MILLS INC | $22.26万 | 0.00% | 6,397 | 110 | 1.7% | $3,828 | 加仓 |
| — | PACER FDS TR | $22.25万 | 0.00% | 4,014 | -1,020 | -20.3% | -$5.65万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $22.24万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $22.24万 | 0.00% | 2,860 | -143 | -4.8% | -$1.11万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.24万 | 0.00% | 1,520 | 1,520 | — | $22.24万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.19万 | 0.00% | 7,607 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.17万 | 0.00% | 2,502 | 2,502 | — | $22.17万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $22.14万 | 0.00% | 3,092 | -272 | -8.1% | -$1.95万 | 减仓 |
| CCJ | CAMECO CORP | $22.13万 | 0.00% | 2,173 | 72 | 3.4% | $7,334 | 加仓 |
| AMP | AMERIPRISE FINL INC | $22.12万 | 0.00% | 482 | -22 | -4.4% | -$1.01万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $22.05万 | 0.00% | 3,279 | 3,279 | — | $22.05万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $21.90万 | 0.00% | 3,287 | -14 | -0.4% | -$933 | 减仓 |
| SILJ | AMPLIFY ETF TR | $21.82万 | 0.00% | 8,420 | 845 | 11.2% | $2.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.79万 | 0.00% | 9,500 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $21.68万 | 0.00% | 6,884 | 6,884 | — | $21.68万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $21.68万 | 0.00% | 1,426 | 33 | 2.4% | $5,017 | 加仓 |
| — | ELEVATION SERIES TRUST | $21.68万 | 0.00% | 26,342 | -349 | -1.3% | -$2,872 | 减仓 |
| IWN | ISHARES TR | $21.68万 | 0.00% | 980 | -398 | -28.9% | -$8.80万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $21.67万 | 0.00% | 5,133 | -178 | -3.4% | -$7,513 | 减仓 |
| TXT | TEXTRON INC | $21.64万 | 0.00% | 2,359 | 2,359 | — | $21.64万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $21.61万 | 0.00% | 639 | -115 | -15.3% | -$3.89万 | 减仓 |
| GPC | GENUINE PARTS CO | $21.58万 | 0.00% | 1,829 | 97 | 5.6% | $1.14万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.55万 | 0.00% | 3,441 | 3,441 | — | $21.55万 | 新建仓 |
| MAS | MASCO CORP | $21.52万 | 0.00% | 2,645 | 2,645 | — | $21.52万 | 新建仓 |
| IYK | ISHARES TR | $21.48万 | 0.00% | 2,956 | 2 | 0.1% | $145 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $21.47万 | 0.00% | 1,200 | 1,200 | — | $21.47万 | 新建仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $21.47万 | 0.00% | 7,100 | 7,100 | — | $21.47万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $21.43万 | 0.00% | 2,668 | -547 | -17.0% | -$4.39万 | 减仓 |
| VOLT | TEMA ETF TRUST | $21.39万 | 0.00% | 5,107 | 5,107 | — | $21.39万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $21.36万 | 0.00% | 3,910 | 170 | 4.5% | $9,285 | 加仓 |
| HDB | HDFC BANK LTD | $21.21万 | 0.00% | 8,212 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $21.19万 | 0.00% | 4,976 | 4,976 | — | $21.19万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $21.11万 | 0.00% | 5,233 | 5,233 | — | $21.11万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.09万 | 0.00% | 426 | 426 | — | $21.09万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $21.08万 | 0.00% | 1,587 | 30 | 1.9% | $3,986 | 重新持有 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $21.03万 | 0.00% | 4,151 | 10 | 0.2% | $507 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $21.01万 | 0.00% | 1,963 | 1,963 | — | $21.01万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $20.97万 | 0.00% | 34,150 | -500 | -1.4% | -$3,070 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $20.96万 | 0.00% | 16,000 | 16,000 | — | $20.96万 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $20.94万 | 0.00% | 4,208 | -39,225 | -90.3% | -$195.22万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $20.92万 | 0.00% | 1,866 | 1,866 | — | $20.92万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $20.90万 | 0.00% | 8,900 | 8,900 | — | $20.90万 | 新建仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $20.87万 | 0.00% | 10,098 | -23,038 | -69.5% | -$47.62万 | 重新持有 |
| EBAY | EBAY INC. | $20.81万 | 0.00% | 1,862 | -3,301 | -63.9% | -$36.89万 | 重新持有 |
| — | PGIM ROCK ETF TR | $20.79万 | 0.00% | 6,439 | 6,439 | — | $20.79万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $20.78万 | 0.00% | 3,075 | 3,075 | — | $20.78万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.76万 | 0.00% | 13,084 | 13,084 | — | $20.76万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $20.66万 | 0.00% | 900 | 900 | — | $20.66万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $20.65万 | 0.00% | 37,889 | -10,323 | -21.4% | -$5.63万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $20.64万 | 0.00% | 4,745 | -1,500 | -24.0% | -$6.52万 | 减仓 |
| SN | SHARKNINJA INC | $20.60万 | 0.00% | 1,353 | 1,353 | — | $20.60万 | 新建仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $20.59万 | 0.00% | 28,881 | 251 | 0.9% | $1,790 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.48万 | 0.00% | 332 | 332 | — | $20.48万 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $20.42万 | 0.00% | 3,915 | -400 | -9.3% | -$2.09万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $20.42万 | 0.00% | 2,050 | -600 | -22.6% | -$5.98万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.37万 | 0.00% | 2,340 | -7,620 | -76.5% | -$66.32万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $20.33万 | 0.00% | 6,656 | -547 | -7.6% | -$1.67万 | 减仓 |
| — | PUTNAM ETF TRUST | $20.30万 | 0.00% | 27,365 | -25,502 | -48.2% | -$18.92万 | 减仓 |
| XPO | XPO INC | $20.28万 | 0.00% | 988 | 988 | — | $20.28万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $20.27万 | 0.00% | 6,571 | -27,867 | -80.9% | -$85.97万 | 重新持有 |
| FISV | FISERV INC | $20.23万 | 0.00% | 4,125 | -496 | -10.7% | -$2.43万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $20.20万 | 0.00% | 1,103 | 1,103 | — | $20.20万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $20.08万 | 0.00% | 5,163 | -3,610 | -41.1% | -$14.04万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.08万 | 0.00% | 2,762 | 2,762 | — | $20.08万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.07万 | 0.00% | 2,499 | 2,499 | — | $20.07万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $20.06万 | 0.00% | 20,678 | 9,289 | 81.6% | $9.01万 | 加仓 |
| — | PROSHARES TR | $19.38万 | 0.00% | 14,300 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $19.02万 | 0.00% | 13,117 | -200 | -1.5% | -$2,900 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $18.17万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17.63万 | 0.00% | 18,776 | -3,871 | -17.1% | -$3.63万 | 减仓 |
| TDAY | USA TODAY CO INC | $17.53万 | 0.00% | 20,500 | -3,000 | -12.8% | -$2.56万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $17.52万 | 0.00% | 16,435 | 1,004 | 6.5% | $1.07万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.06万 | 0.00% | 13,373 | -35,076 | -72.4% | -$44.76万 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $17.00万 | 0.00% | 50,610 | 2,952 | 6.2% | $9,919 | 加仓 |
| SSL | SASOL LTD | $16.89万 | 0.00% | 17,200 | 17,200 | — | $16.89万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $16.88万 | 0.00% | 13,484 | -1,938 | -12.6% | -$2.43万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $16.88万 | 0.00% | 22,325 | 400 | 1.8% | $3,024 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $16.74万 | 0.00% | 10,905 | 10,905 | — | $16.74万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $16.37万 | 0.00% | 13,506 | 13,506 | — | $16.37万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $16.17万 | 0.00% | 18,485 | 18,485 | — | $16.17万 | 新建仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $16.09万 | 0.00% | 11,876 | 108 | 0.9% | $1,463 | 加仓 |
| RIG | TRANSOCEAN LTD | $15.91万 | 0.00% | 32,529 | 893 | 2.8% | $4,367 | 加仓 |
| GOGO | GOGO INC | $15.73万 | 0.00% | 50,750 | -9,000 | -15.1% | -$2.79万 | 减仓 |