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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,021.41万 | 0.19% | 180,844 | -7,084 | -3.8% | -$40.01万 | 减仓 |
| EWY | ISHARES INC | $1,013.90万 | 0.19% | 50,218 | 50,218 | — | $1,013.90万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $1,011.41万 | 0.19% | 190,508 | 16,788 | 9.7% | $89.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,010.30万 | 0.19% | 42,697 | 965 | 2.3% | $22.83万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,008.20万 | 0.19% | 27,569 | -524 | -1.9% | -$19.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $981.24万 | 0.18% | 38,636 | 9,721 | 33.6% | $246.88万 | 加仓 |
| TLT | ISHARES TR | $981.06万 | 0.18% | 113,523 | 74,111 | 188.0% | $640.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $980.27万 | 0.18% | 52,921 | 10,527 | 24.8% | $194.99万 | 加仓 |
| ICOW | PACER FDS TR | $979.17万 | 0.18% | 235,207 | 6,117 | 2.7% | $25.47万 | 加仓 |
| IAU | ISHARES GOLD TR | $950.55万 | 0.18% | 125,884 | 401 | 0.3% | $3.03万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $944.63万 | 0.18% | 70,891 | 1,289 | 1.9% | $17.18万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $942.83万 | 0.18% | 96,011 | -17,930 | -15.7% | -$176.07万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $939.38万 | 0.18% | 154,529 | -3,083 | -2.0% | -$18.74万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $937.98万 | 0.18% | 176,610 | -57,186 | -24.5% | -$303.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $917.18万 | 0.17% | 42,086 | 5,308 | 14.4% | $115.68万 | 加仓 |
| NFLX | NETFLIX INC. | $914.93万 | 0.17% | 128,141 | -41,471 | -24.5% | -$296.10万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $908.38万 | 0.17% | 32,302 | -21,535 | -40.0% | -$605.59万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $908.03万 | 0.17% | 133,220 | 9,274 | 7.5% | $63.21万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $878.98万 | 0.16% | 172,333 | -4,445 | -2.5% | -$22.67万 | 减仓 |
| IJR | ISHARES TR | $874.79万 | 0.16% | 58,984 | 3,882 | 7.0% | $57.57万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $871.34万 | 0.16% | 419,116 | 419,116 | — | $871.34万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $858.12万 | 0.16% | 13,435 | -1,162 | -8.0% | -$74.22万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $854.54万 | 0.16% | 52,900 | -8,371 | -13.7% | -$135.22万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $852.89万 | 0.16% | 460,273 | 186,965 | 68.4% | $346.45万 | 加仓 |
| IVW | ISHARES TR | $849.74万 | 0.16% | 61,786 | 18,617 | 43.1% | $256.04万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $847.26万 | 0.16% | 406,263 | -30,882 | -7.1% | -$64.40万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $843.12万 | 0.16% | 30,529 | 456 | 1.5% | $12.59万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $839.13万 | 0.16% | 403,816 | 286,699 | 244.8% | $595.76万 | 加仓 |
| PAVE | GLOBAL X FDS | $837.56万 | 0.16% | 142,152 | 13,705 | 10.7% | $80.75万 | 加仓 |
| IUSB | ISHARES TR | $827.67万 | 0.15% | 179,345 | 35,670 | 24.8% | $164.62万 | 加仓 |
| — | NEOS ETF TRUST | $825.77万 | 0.15% | 155,229 | 136,859 | 745.0% | $728.04万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $824.13万 | 0.15% | 15,777 | -759 | -4.6% | -$39.65万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $805.58万 | 0.15% | 9,388 | 3,448 | 58.0% | $295.87万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $802.29万 | 0.15% | 220,470 | 11,352 | 5.4% | $41.31万 | 加仓 |
| FSK | FS KKR CAP CORP | $798.50万 | 0.15% | 760,481 | -636,229 | -45.6% | -$668.04万 | 减仓 |
| CIEN | CIENA CORP | $790.24万 | 0.15% | 16,109 | 4,107 | 34.2% | $201.47万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $788.87万 | 0.15% | 125,437 | 10,433 | 9.1% | $65.61万 | 加仓 |
| MTUM | ISHARES TR | $788.24万 | 0.15% | 22,992 | -4,059 | -15.0% | -$139.16万 | 减仓 |
| EEM | ISHARES TR | $787.08万 | 0.15% | 115,053 | 16,454 | 16.7% | $112.56万 | 加仓 |
| QUAL | ISHARES TR | $772.26万 | 0.14% | 35,194 | -18,058 | -33.9% | -$396.24万 | 减仓 |
| MSTR | STRATEGY INC | $769.19万 | 0.14% | 88,483 | 4,259 | 5.1% | $37.02万 | 加仓 |
| ISVL | ISHARES TR | $763.77万 | 0.14% | 151,692 | 6,254 | 4.3% | $31.49万 | 加仓 |
| BA | BOEING CO | $758.13万 | 0.14% | 35,022 | 478 | 1.4% | $10.35万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $749.64万 | 0.14% | 142,192 | -9,413 | -6.2% | -$49.63万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $735.90万 | 0.14% | 108,925 | 1,574 | 1.5% | $10.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $723.08万 | 0.14% | 7,150 | 1,128 | 18.7% | $114.08万 | 加仓 |
| SHV | ISHARES TR | $715.86万 | 0.13% | 64,872 | -3,280 | -4.8% | -$36.19万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $712.03万 | 0.13% | 132,816 | -31,165 | -19.0% | -$167.08万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $707.23万 | 0.13% | 206,369 | 24,067 | 13.2% | $82.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $705.97万 | 0.13% | 44,496 | -391 | -0.9% | -$6.20万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $691.47万 | 0.13% | 136,925 | -8,591 | -5.9% | -$43.38万 | 减仓 |
| QCOM | QUALCOMM INC | $684.46万 | 0.13% | 37,040 | -906 | -2.4% | -$16.74万 | 减仓 |
| CSHI | NEOS ETF TRUST | $678.38万 | 0.13% | 136,194 | 3,274 | 2.5% | $16.31万 | 加仓 |
| MINT | PIMCO ETF TR | $676.56万 | 0.13% | 67,112 | 16,921 | 33.7% | $170.58万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $676.05万 | 0.13% | 50,242 | -1,376 | -2.7% | -$18.52万 | 减仓 |
| PEP | PEPSICO INC | $667.67万 | 0.12% | 49,311 | 5,829 | 13.4% | $78.93万 | 加仓 |
| QDPL | PACER FDS TR | $662.69万 | 0.12% | 147,036 | 17,408 | 13.4% | $78.46万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $657.78万 | 0.12% | 109,103 | 41,784 | 62.1% | $251.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $654.10万 | 0.12% | 293,450 | 232,152 | 378.7% | $517.47万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $652.35万 | 0.12% | 125,549 | 5,118 | 4.2% | $26.59万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $651.49万 | 0.12% | 168,868 | 83,505 | 97.8% | $322.16万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $648.69万 | 0.12% | 45,718 | -50 | -0.1% | -$7,094 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $645.82万 | 0.12% | 78,167 | 6,185 | 8.6% | $51.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $644.81万 | 0.12% | 38,901 | -7,662 | -16.5% | -$127.00万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $636.48万 | 0.12% | 86,185 | 86,185 | — | $636.48万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $633.88万 | 0.12% | 248,385 | 11,511 | 4.9% | $29.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $628.69万 | 0.12% | 171,027 | 2,163 | 1.3% | $7.95万 | 加仓 |
| SHLD | GLOBAL X FDS | $626.39万 | 0.12% | 104,905 | 7,237 | 7.4% | $43.21万 | 加仓 |
| TOPT | ISHARES TR | $625.40万 | 0.12% | 189,977 | -104,849 | -35.6% | -$345.16万 | 减仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $625.34万 | 0.12% | 136,775 | 136,775 | — | $625.34万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $622.44万 | 0.12% | 55,142 | 35,059 | 174.6% | $395.74万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $621.68万 | 0.12% | 123,373 | -56,971 | -31.6% | -$287.08万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $620.53万 | 0.12% | 469,207 | -507,341 | -52.0% | -$670.96万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $620.00万 | 0.12% | 152,765 | -1,602 | -1.0% | -$6.50万 | 减仓 |
| FTNT | FORTINET INC | $618.35万 | 0.12% | 40,252 | -9,479 | -19.1% | -$145.62万 | 减仓 |
| USMV | ISHARES TR | $610.53万 | 0.11% | 63,293 | -6,026 | -8.7% | -$58.13万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $609.99万 | 0.11% | 56,939 | -21,881 | -27.8% | -$234.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $601.44万 | 0.11% | 19,842 | 1,127 | 6.0% | $34.16万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $601.08万 | 0.11% | 31,347 | 3,021 | 10.7% | $57.93万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $596.53万 | 0.11% | 36,070 | 777 | 2.2% | $12.85万 | 加仓 |
| IYM | ISHARES TR | $595.57万 | 0.11% | 33,174 | 31,941 | 2,590.5% | $573.43万 | 加仓 |
| TIP | ISHARES TR | $595.45万 | 0.11% | 54,414 | 4,731 | 9.5% | $51.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $586.33万 | 0.11% | 178,859 | 34,089 | 23.5% | $111.75万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $584.67万 | 0.11% | 17,462 | -950 | -5.2% | -$31.81万 | 减仓 |
| BAC | BANK OF AMER CORP | $584.23万 | 0.11% | 102,532 | 7,167 | 7.5% | $40.84万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $577.94万 | 0.11% | 110,823 | -8,139 | -6.8% | -$42.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $576.24万 | 0.11% | 136,099 | -60,813 | -30.9% | -$257.48万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $575.97万 | 0.11% | 33,710 | 33,710 | — | $575.97万 | 新建仓 |
| EMXC | ISHARES INC | $574.25万 | 0.11% | 56,134 | 19,764 | 54.3% | $202.19万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $574.12万 | 0.11% | 2,485,356 | -974,995 | -28.2% | -$225.22万 | 减仓 |
| MRK | MERCK & CO INC | $572.65万 | 0.11% | 44,565 | -5,567 | -11.1% | -$71.54万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $571.22万 | 0.11% | 113,404 | 24,122 | 27.0% | $121.50万 | 加仓 |
| PFF | ISHARES TR | $569.08万 | 0.11% | 186,644 | -4,996 | -2.6% | -$15.23万 | 减仓 |
| TJX | TJX COS INC NEW | $564.96万 | 0.11% | 37,291 | -2,705 | -6.8% | -$40.98万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $558.94万 | 0.10% | 1,120,115 | 304,604 | 37.4% | $152.00万 | 加仓 |
| HACK | AMPLIFY ETF TR | $552.86万 | 0.10% | 52,688 | 1,291 | 2.5% | $13.55万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $552.84万 | 0.10% | 192,604 | 28,262 | 17.2% | $81.12万 | 加仓 |
| CLS | CELESTICA INC | $552.20万 | 0.10% | 15,143 | 4,524 | 42.6% | $164.97万 | 加仓 |
| — | ETFIS SER TR I | $547.59万 | 0.10% | 118,550 | 3,488 | 3.0% | $16.11万 | 加仓 |
| ENFR | ALPS ETF TR | $542.40万 | 0.10% | 142,363 | -37,585 | -20.9% | -$143.20万 | 减仓 |