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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ETHEREUM TR | $15.52万 | 0.00% | 13,055 | 1,602 | 14.0% | $1.90万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $14.92万 | 0.00% | 23,058 | -235 | -1.0% | -$1,520 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $14.66万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| — | GCT SEMICONDUCTOR HLDG INC | $14.63万 | 0.00% | 49,250 | 49,250 | — | $14.63万 | 新建仓 |
| FVRR | FIVERR INTL LTD | $13.75万 | 0.00% | 13,325 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $13.64万 | 0.00% | 11,460 | 33 | 0.3% | $393 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.43万 | 0.00% | 22,841 | -1,365 | -5.6% | -$8,026 | 减仓 |
| TSSI | TSS INC DEL | $12.67万 | 0.00% | 10,300 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $12.53万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $12.52万 | 0.00% | 12,805 | 12,805 | — | $12.52万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.44万 | 0.00% | 26,920 | 750 | 2.9% | $3,465 | 加仓 |
| — | BITWISE XRP ETF | $12.40万 | 0.00% | 10,633 | 10,633 | — | $12.40万 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $12.07万 | 0.00% | 12,057 | 1,336 | 12.5% | $1.34万 | 重新持有 |
| SERV | SERVE ROBOTICS INC | $11.37万 | 0.00% | 17,287 | 17,287 | — | $11.37万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $11.21万 | 0.00% | 10,500 | -1,150 | -9.9% | -$1.23万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $11.01万 | 0.00% | 12,063 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $11.00万 | 0.00% | 11,200 | 1,000 | 9.8% | $9,820 | 加仓 |
| ALLT | ALLOT LTD | $10.97万 | 0.00% | 12,400 | 12,400 | — | $10.97万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $10.64万 | 0.00% | 10,063 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $9.98万 | 0.00% | 25,928 | 9,375 | 56.6% | $3.61万 | 加仓 |
| MNKD | MANNKIND CORP | $9.68万 | 0.00% | 22,720 | 10,000 | 78.6% | $4.26万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $8.68万 | 0.00% | 18,350 | 18,350 | — | $8.68万 | 新建仓 |
| WEN | WENDYS CO | $8.65万 | 0.00% | 10,430 | 10,430 | — | $8.65万 | 新建仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $8.31万 | 0.00% | 14,900 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $7.97万 | 0.00% | 16,860 | 1,250 | 8.0% | $5,913 | 加仓 |
| PLUG | PLUG PWR INC | $7.26万 | 0.00% | 26,783 | 3,094 | 13.1% | $8,385 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $6.61万 | 0.00% | 20,410 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.51万 | 0.00% | 11,908 | -1,985 | -14.3% | -$1.09万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $6.33万 | 0.00% | 14,288 | 500 | 3.6% | $2,215 | 加仓 |
| — | NEOVOLTA INC | $5.85万 | 0.00% | 18,580 | 18,580 | — | $5.85万 | 新建仓 |
| NIO | NIO INC | $5.53万 | 0.00% | 10,919 | 545 | 5.3% | $2,758 | 加仓 |
| — | JFB CONSTR HLDGS | $5.15万 | 0.00% | 10,700 | 10,700 | — | $5.15万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $4.99万 | 0.00% | 22,779 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $4.97万 | 0.00% | 32,000 | 32,000 | — | $4.97万 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $4.06万 | 0.00% | 15,000 | 15,000 | — | $4.06万 | 新建仓 |
| — | EAGLE POINT CR CO | $3.98万 | 0.00% | 10,688 | -303,948 | -96.6% | -$113.07万 | 重新持有 |
| PLTK | PLAYTIKA HLDG CORP | $3.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $3.04万 | 0.00% | 18,750 | 18,750 | — | $3.04万 | 新建仓 |
| — | STREAMEX CORP | $2.05万 | 0.00% | 24,113 | 24,113 | — | $2.05万 | 新建仓 |
| — | DATAVAULT AI INC | $2.03万 | 0.00% | 58,000 | -41,000 | -41.4% | -$1.44万 | 减仓 |
| — | BEYOND MEAT INC | $1.82万 | 0.00% | 24,223 | 1,000 | 4.3% | $750 | 加仓 |
| — | XTI AEROSPACE INC | $1.81万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $1.56万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $1.30万 | 0.00% | 11,238 | -132 | -1.2% | -$153 | 减仓 |
| — | BED BATH & BEYOND INC | $9,819 | 0.00% | 23,378 | -3,125 | -11.8% | -$1,313 | 减仓 |
| — | COHEN & STEERS QUALITY INCOM | $4,254 | 0.00% | 285,488 | 285,488 | — | $4,254 | 新建仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -71,198 | -100.0% | -$320.82万 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $0 | 0.00% | 0 | -30,451 | -100.0% | -$178.63万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -32,558 | -100.0% | -$162.92万 | 清仓 |
| CMRE | COSTAMARE INC | $0 | 0.00% | 0 | -95,579 | -100.0% | -$161.53万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -18,481 | -100.0% | -$146.28万 | 清仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $0 | 0.00% | 0 | -9,150 | -100.0% | -$110.27万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -19,076 | -100.0% | -$103.18万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -36,069 | -100.0% | -$93.35万 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -12,970 | -100.0% | -$91.70万 | 清仓 |
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -12,467 | -100.0% | -$90.69万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -12,070 | -100.0% | -$83.44万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -19,313 | -100.0% | -$82.20万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -22,373 | -100.0% | -$75.24万 | 清仓 |
| SFNC | SIMMONS FIRST NATL CORP | $0 | 0.00% | 0 | -36,998 | -100.0% | -$71.96万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -5,053 | -100.0% | -$70.52万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -2,151 | -100.0% | -$69.41万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,835 | -100.0% | -$66.66万 | 清仓 |
| — | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -21,852 | -100.0% | -$65.77万 | 清仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -21,953 | -100.0% | -$64.59万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -9,285 | -100.0% | -$61.59万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -12,763 | -100.0% | -$61.11万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -4,381 | -100.0% | -$59.91万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -11,950 | -100.0% | -$56.06万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -13,219 | -100.0% | -$54.79万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -16,531 | -100.0% | -$54.68万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,576 | -100.0% | -$54.35万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,919 | -100.0% | -$51.04万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -8,350 | -100.0% | -$49.01万 | 清仓 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -13,723 | -100.0% | -$47.41万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -23,023 | -100.0% | -$47.30万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -5,575 | -100.0% | -$47.29万 | 清仓 |
| ULST | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -11,282 | -100.0% | -$45.69万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$45.58万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -4,474 | -100.0% | -$45.43万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -4,035 | -100.0% | -$45.31万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -21,490 | -100.0% | -$44.89万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -13,908 | -100.0% | -$44.77万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -21,458 | -100.0% | -$40.38万 | 清仓 |
| PRLB | PROTO LABS INC | $0 | 0.00% | 0 | -6,915 | -100.0% | -$39.43万 | 清仓 |
| PCB | PCB BANCORP | $0 | 0.00% | 0 | -16,225 | -100.0% | -$36.49万 | 清仓 |
| — | GLADSTONE INVT CORP | $0 | 0.00% | 0 | -24,978 | -100.0% | -$35.47万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -10,067 | -100.0% | -$35.27万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -18,700 | -100.0% | -$34.50万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -25,400 | -100.0% | -$32.97万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -3,493 | -100.0% | -$32.59万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -3,548 | -100.0% | -$32.58万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -7,788 | -100.0% | -$31.77万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -11,189 | -100.0% | -$31.71万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -4,686 | -100.0% | -$30.04万 | 清仓 |
| — | UBS AG | $0 | 0.00% | 0 | -1,798 | -100.0% | -$29.85万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -15,715 | -100.0% | -$29.28万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -739 | -100.0% | -$28.07万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$27.82万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,330 | -100.0% | -$27.54万 | 清仓 |