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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $539.02万 | 0.10% | 75,652 | -44,826 | -37.2% | -$319.38万 | 减仓 |
| IJS | ISHARES TR | $535.14万 | 0.10% | 39,152 | -69,534 | -64.0% | -$950.40万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $534.25万 | 0.10% | 326,158 | 8,952 | 2.8% | $14.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $532.13万 | 0.10% | 117,364 | -8,543 | -6.8% | -$38.73万 | 减仓 |
| BILS | SPDR SERIES TRUST | $530.86万 | 0.10% | 53,418 | 1,673 | 3.2% | $16.63万 | 加仓 |
| ARTY | ISHARES TR | $530.03万 | 0.10% | 69,594 | 7,453 | 12.0% | $56.76万 | 加仓 |
| NET | CLOUDFLARE INC | $526.73万 | 0.10% | 21,475 | -16,881 | -44.0% | -$414.05万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $525.93万 | 0.10% | 310,284 | 7,487 | 2.5% | $12.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $517.58万 | 0.10% | 35,296 | 2,324 | 7.0% | $34.08万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $510.15万 | 0.10% | 114,691 | 20,893 | 22.3% | $92.93万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $497.32万 | 0.09% | 68,919 | -9,585 | -12.2% | -$69.17万 | 减仓 |
| MBB | ISHARES TR | $495.92万 | 0.09% | 52,467 | -8,115 | -13.4% | -$76.70万 | 减仓 |
| APP | APPLOVIN CORP | $493.45万 | 0.09% | 9,577 | 2,286 | 31.4% | $117.79万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $486.04万 | 0.09% | 51,750 | 1,070 | 2.1% | $10.05万 | 加仓 |
| CAIE | CALAMOS ETF TR | $481.36万 | 0.09% | 176,904 | 18,681 | 11.8% | $50.83万 | 加仓 |
| IUSG | ISHARES TR | $480.98万 | 0.09% | 25,572 | 476 | 1.9% | $8.95万 | 加仓 |
| FLRT | PACER FDS TR | $476.33万 | 0.09% | 102,151 | -101,232 | -49.8% | -$472.05万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $471.57万 | 0.09% | 143,030 | 34,535 | 31.8% | $113.86万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $471.23万 | 0.09% | 241,532 | -4,115 | -1.7% | -$8.03万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $469.16万 | 0.09% | 90,606 | 15,355 | 20.4% | $79.51万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $469.13万 | 0.09% | 40,001 | 4,301 | 12.0% | $50.44万 | 加仓 |
| EFV | ISHARES TR | $466.67万 | 0.09% | 60,962 | -48,524 | -44.3% | -$371.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $466.47万 | 0.09% | 9,082 | 813 | 9.8% | $41.76万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $464.91万 | 0.09% | 194,932 | 136,628 | 234.3% | $325.86万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $461.56万 | 0.09% | 27,128 | 4,018 | 17.4% | $68.36万 | 加仓 |
| RTX | RTX CORPORATION | $460.50万 | 0.09% | 24,271 | 936 | 4.0% | $17.76万 | 加仓 |
| SBUX | STARBUCKS CORP | $459.98万 | 0.09% | 45,012 | -315 | -0.7% | -$3.22万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $455.36万 | 0.09% | 64,207 | -9,415 | -12.8% | -$66.77万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $453.59万 | 0.08% | 26,701 | 8,379 | 45.7% | $142.34万 | 加仓 |
| IWF | ISHARES TR | $452.85万 | 0.08% | 36,470 | -514 | -1.4% | -$6.38万 | 减仓 |
| PATN | PACER FDS TR | $451.36万 | 0.08% | 121,418 | 121,418 | — | $451.36万 | 新建仓 |
| AGNC | AGNC INVT CORP | $449.83万 | 0.08% | 412,690 | -279,743 | -40.4% | -$304.92万 | 减仓 |
| GCOW | PACER FDS TR | $448.57万 | 0.08% | 103,595 | 1,748 | 1.7% | $7.57万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $445.21万 | 0.08% | 140,181 | -67,128 | -32.4% | -$213.20万 | 减仓 |
| IGIB | ISHARES TR | $444.90万 | 0.08% | 83,675 | -2,756 | -3.2% | -$14.65万 | 减仓 |
| DBEF | DBX ETF TR | $437.12万 | 0.08% | 80,015 | 8,056 | 11.2% | $44.01万 | 加仓 |
| DGRO | ISHARES TR | $436.96万 | 0.08% | 57,654 | 8,408 | 17.1% | $63.72万 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $435.57万 | 0.08% | 281,010 | 4,409 | 1.6% | $6.83万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $434.60万 | 0.08% | 72,085 | 3,087 | 4.5% | $18.61万 | 加仓 |
| CMI | CUMMINS INC | $434.20万 | 0.08% | 6,088 | 1,104 | 22.2% | $78.74万 | 加仓 |
| DTCR | GLOBAL X FDS | $430.29万 | 0.08% | 141,684 | 41,614 | 41.6% | $126.38万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $429.72万 | 0.08% | 117,797 | -4,321 | -3.5% | -$15.76万 | 减仓 |
| DE | DEERE & CO | $429.30万 | 0.08% | 6,768 | 367 | 5.7% | $23.28万 | 加仓 |
| ORCL | ORACLE CORP | $427.20万 | 0.08% | 29,150 | 4,140 | 16.6% | $60.67万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $426.09万 | 0.08% | 23,906 | -8,444 | -26.1% | -$150.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $422.96万 | 0.08% | 12,504 | 1,864 | 17.5% | $63.05万 | 加仓 |
| AIQ | GLOBAL X FDS | $413.82万 | 0.08% | 63,073 | 17,983 | 39.9% | $117.99万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $413.49万 | 0.08% | 524,739 | -25,416 | -4.6% | -$20.03万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $411.52万 | 0.08% | 42,676 | -76 | -0.2% | -$7,329 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $411.35万 | 0.08% | 49,770 | 15,531 | 45.4% | $128.36万 | 加仓 |
| CORP | PIMCO ETF TR | $410.75万 | 0.08% | 42,389 | 8,281 | 24.3% | $80.24万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $409.60万 | 0.08% | 156,156 | 8,541 | 5.8% | $22.40万 | 加仓 |
| SRE | SEMPRA | $405.74万 | 0.08% | 43,764 | 1,514 | 3.6% | $14.04万 | 加仓 |
| CALF | PACER FDS TR | $404.65万 | 0.08% | 79,954 | 1,100 | 1.4% | $5.57万 | 加仓 |
| ASML | ASML HLDG NV | $403.72万 | 0.08% | 2,029 | 210 | 11.5% | $41.79万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $402.85万 | 0.08% | 182,367 | 142,715 | 359.9% | $315.26万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $402.62万 | 0.08% | 93,394 | -33,759 | -26.5% | -$145.54万 | 减仓 |
| SNOW | SNOWFLAKE INC | $395.44万 | 0.07% | 15,538 | 4,086 | 35.7% | $103.99万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $395.22万 | 0.07% | 47,576 | 2,149 | 4.7% | $17.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $393.08万 | 0.07% | 16,177 | -914 | -5.3% | -$22.21万 | 减仓 |
| PFFA | ETFIS SER TR I | $392.37万 | 0.07% | 190,749 | 5,183 | 2.8% | $10.66万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $391.28万 | 0.07% | 53,019 | 31,619 | 147.8% | $233.35万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $389.69万 | 0.07% | 352,342 | -14,459 | -3.9% | -$15.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $389.36万 | 0.07% | 9,368 | -156 | -1.6% | -$6.48万 | 减仓 |
| MCD | MCDONALDS CORP | $389.31万 | 0.07% | 14,402 | 1,239 | 9.4% | $33.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $388.46万 | 0.07% | 65,080 | 34,566 | 113.3% | $206.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $387.60万 | 0.07% | 73,065 | 25,939 | 55.0% | $137.60万 | 加仓 |
| REM | ISHARES TR | $387.00万 | 0.07% | 175,508 | 20,000 | 12.9% | $44.10万 | 加仓 |
| ALAB | ASTERA LABS INC | $386.17万 | 0.07% | 7,995 | -8,463 | -51.4% | -$408.78万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $383.82万 | 0.07% | 130,550 | -46,226 | -26.1% | -$135.91万 | 减仓 |
| — | BANK MONTREAL MEDIUM | $382.72万 | 0.07% | 52,731 | -51 | -0.1% | -$3,702 | 减仓 |
| DIVB | ISHARES TR | $382.45万 | 0.07% | 62,087 | -2,505 | -3.9% | -$15.43万 | 减仓 |
| IGV | ISHARES TR | $381.64万 | 0.07% | 42,123 | -7,411 | -15.0% | -$67.14万 | 减仓 |
| IEFA | ISHARES TR | $381.61万 | 0.07% | 39,513 | 17,168 | 76.8% | $165.81万 | 加仓 |
| IBB | ISHARES TR | $380.59万 | 0.07% | 20,011 | 3,965 | 24.7% | $75.41万 | 加仓 |
| IVE | ISHARES TR | $377.16万 | 0.07% | 16,611 | 1,077 | 6.9% | $24.45万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $376.96万 | 0.07% | 9,479 | -3,096 | -24.6% | -$123.12万 | 减仓 |
| QYLD | GLOBAL X FDS | $376.30万 | 0.07% | 204,179 | -7,661 | -3.6% | -$14.12万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $375.75万 | 0.07% | 663,866 | 78,196 | 13.4% | $44.26万 | 加仓 |
| O | REALTY INCOME CORP | $375.53万 | 0.07% | 60,608 | 4,887 | 8.8% | $30.28万 | 加仓 |
| AMGN | AMGEN INC | $372.95万 | 0.07% | 10,299 | 431 | 4.4% | $15.61万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $372.93万 | 0.07% | 11,143 | -3,674 | -24.8% | -$122.96万 | 减仓 |
| WM | WASTE MGMT INC DEL | $371.65万 | 0.07% | 16,675 | 1,349 | 8.8% | $30.07万 | 加仓 |
| IEF | ISHARES TR | $370.90万 | 0.07% | 39,219 | 25,044 | 176.7% | $236.84万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $370.66万 | 0.07% | 29,309 | -5,828 | -16.6% | -$73.71万 | 减仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $369.44万 | 0.07% | 82,833 | 50,633 | 157.2% | $225.82万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $369.17万 | 0.07% | 89,387 | 3,116 | 3.6% | $12.87万 | 加仓 |
| MGV | VANGUARD WORLD FD | $366.05万 | 0.07% | 22,395 | 2,583 | 13.0% | $42.22万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $365.29万 | 0.07% | 89,708 | 2,981 | 3.4% | $12.14万 | 加仓 |
| DTH | WISDOMTREE TR | $364.93万 | 0.07% | 67,442 | 7,753 | 13.0% | $41.95万 | 加仓 |
| CRM | SALESFORCE INC | $362.60万 | 0.07% | 23,146 | 2,142 | 10.2% | $33.56万 | 加仓 |
| MLRG | ISHARES TR | $362.37万 | 0.07% | 34,961 | -333 | -0.9% | -$3.45万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $361.39万 | 0.07% | 20,458 | 3,305 | 19.3% | $58.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $360.45万 | 0.07% | 44,738 | -4,262 | -8.7% | -$34.34万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $360.26万 | 0.07% | 28,198 | -3,153 | -10.1% | -$40.28万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $360.09万 | 0.07% | 58,809 | 3,589 | 6.5% | $21.98万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $359.58万 | 0.07% | 4,284 | 1,349 | 46.0% | $113.23万 | 加仓 |
| AMLP | ALPS ETF TR | $358.81万 | 0.07% | 69,202 | -1,427 | -2.0% | -$7.40万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $357.18万 | 0.07% | 105,580 | 9,423 | 9.8% | $31.88万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $355.79万 | 0.07% | 128,956 | 11,449 | 9.7% | $31.59万 | 加仓 |