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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $355.61万 | 0.07% | 35,725 | 13,226 | 58.8% | $131.65万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $355.35万 | 0.07% | 38,960 | 38,960 | — | $355.35万 | 新建仓 |
| BLK | BLACKROCK INC | $354.72万 | 0.07% | 3,689 | -61 | -1.6% | -$5.87万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $354.19万 | 0.07% | 22,567 | 1,158 | 5.4% | $18.17万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $353.35万 | 0.07% | 287,045 | 4,303 | 1.5% | $5.30万 | 加仓 |
| EFA | ISHARES TR | $352.70万 | 0.07% | 33,952 | -11,814 | -25.8% | -$122.73万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $352.66万 | 0.07% | 48,790 | -122,061 | -71.4% | -$882.26万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $351.75万 | 0.07% | 264,275 | 25,031 | 10.5% | $33.32万 | 加仓 |
| KO | COCA COLA CO | $350.03万 | 0.07% | 43,070 | -1,028 | -2.3% | -$8.35万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $349.65万 | 0.07% | 46,682 | 2,379 | 5.4% | $17.82万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $347.21万 | 0.06% | 68,307 | -551 | -0.8% | -$2.80万 | 减仓 |
| VIS | VANGUARD WORLD FD | $345.81万 | 0.06% | 9,595 | 728 | 8.2% | $26.24万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $344.39万 | 0.06% | 84,867 | -5,817 | -6.4% | -$23.61万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $343.16万 | 0.06% | 71,225 | -2,908 | -3.9% | -$14.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $342.75万 | 0.06% | 47,637 | -3,629 | -7.1% | -$26.11万 | 减仓 |
| SHY | ISHARES TR | $342.65万 | 0.06% | 41,730 | 5,692 | 15.8% | $46.74万 | 加仓 |
| TER | TERADYNE INC | $342.12万 | 0.06% | 7,071 | 1,770 | 33.4% | $85.64万 | 加仓 |
| TXN | TEXAS INSTRS INC | $340.63万 | 0.06% | 11,428 | 3,779 | 49.4% | $112.64万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $340.55万 | 0.06% | 140,086 | 13,943 | 11.1% | $33.90万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $340.50万 | 0.06% | 30,524 | -6,780 | -18.2% | -$75.63万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $338.99万 | 0.06% | 78,415 | 2,500 | 3.3% | $10.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $335.93万 | 0.06% | 175,693 | 16,044 | 10.0% | $30.68万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $332.67万 | 0.06% | 16,582 | 1,569 | 10.5% | $31.48万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $329.99万 | 0.06% | 129,156 | -16,107 | -11.1% | -$41.15万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $329.74万 | 0.06% | 65,961 | 10,690 | 19.3% | $53.44万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $327.49万 | 0.06% | 155,542 | -49,981 | -24.3% | -$105.24万 | 减仓 |
| MUB | ISHARES TR | $327.03万 | 0.06% | 30,387 | 10,107 | 49.8% | $108.77万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $324.08万 | 0.06% | 70,590 | 5,324 | 8.2% | $24.44万 | 加仓 |
| SMB | VANECK ETF TRUST | $321.72万 | 0.06% | 185,432 | 140,955 | 316.9% | $244.56万 | 加仓 |
| GRNY | TIDAL TRUST I | $319.90万 | 0.06% | 115,696 | 16,210 | 16.3% | $44.82万 | 加仓 |
| IYZ | ISHARES TR | $318.84万 | 0.06% | 75,358 | 64,726 | 608.8% | $273.86万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $318.57万 | 0.06% | 226,421 | 676 | 0.3% | $9,511 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $315.92万 | 0.06% | 52,892 | -12,501 | -19.1% | -$74.67万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $314.35万 | 0.06% | 112,069 | 112,069 | — | $314.35万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $313.94万 | 0.06% | 118,960 | -53,187 | -30.9% | -$140.36万 | 减仓 |
| MUU | DIREXION SHARES ETF TRUST | $312.73万 | 0.06% | 2,982 | 2,982 | — | $312.73万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $312.22万 | 0.06% | 84,380 | -58 | -0.1% | -$2,146 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $310.73万 | 0.06% | 19,469 | -753 | -3.7% | -$12.02万 | 减仓 |
| BX | BLACKSTONE INC | $308.52万 | 0.06% | 26,219 | -3,510 | -11.8% | -$41.30万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $305.19万 | 0.06% | 73,327 | -4,383 | -5.6% | -$18.24万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $304.34万 | 0.06% | 58,148 | 2,132 | 3.8% | $11.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $304.02万 | 0.06% | 8,840 | 568 | 6.9% | $19.53万 | 加仓 |
| VPU | VANGUARD WORLD FD | $303.64万 | 0.06% | 15,513 | -560 | -3.5% | -$10.96万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $303.02万 | 0.06% | 66,032 | -10,089 | -13.3% | -$46.30万 | 减仓 |
| TRFK | PACER FDS TR | $302.04万 | 0.06% | 28,308 | 3,621 | 14.7% | $38.64万 | 加仓 |
| NOW | SERVICENOW INC | $301.88万 | 0.06% | 30,407 | 11,007 | 56.7% | $109.28万 | 加仓 |
| — | CALAMOS ETF TR | $301.29万 | 0.06% | 108,728 | 108,728 | — | $301.29万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $301.19万 | 0.06% | 39,693 | -80 | -0.2% | -$6,070 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $300.30万 | 0.06% | 33,917 | 2,803 | 9.0% | $24.82万 | 加仓 |
| ETN | EATON CORP PLC | $299.09万 | 0.06% | 7,019 | 1,443 | 25.9% | $61.49万 | 加仓 |
| COWG | PACER FDS TR | $298.68万 | 0.06% | 74,398 | 1,579 | 2.2% | $6.34万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $297.99万 | 0.06% | 8,404 | -2,456 | -22.6% | -$87.08万 | 减仓 |
| PFE | PFIZER INC | $294.18万 | 0.06% | 122,166 | -3,417 | -2.7% | -$8.23万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $288.79万 | 0.05% | 61,524 | 5,389 | 9.6% | $25.30万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $285.49万 | 0.05% | 14,448 | 3,751 | 35.1% | $74.12万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $285.43万 | 0.05% | 18,614 | -625 | -3.2% | -$9.58万 | 减仓 |
| IWY | ISHARES TR | $282.46万 | 0.05% | 9,719 | 1,392 | 16.7% | $40.46万 | 加仓 |
| IWP | ISHARES TR | $280.27万 | 0.05% | 19,143 | 5,587 | 41.2% | $81.80万 | 加仓 |
| TBIL | RBB FD INC | $279.81万 | 0.05% | 56,120 | -6,814 | -10.8% | -$33.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $279.34万 | 0.05% | 5,571 | 498 | 9.8% | $24.97万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $278.02万 | 0.05% | 73,010 | -531 | -0.7% | -$2.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $277.98万 | 0.05% | 7,847 | -3 | -0.0% | -$1,063 | 减仓 |
| UPRO | PROSHARES TR | $277.76万 | 0.05% | 19,589 | -4,006 | -17.0% | -$56.80万 | 减仓 |
| ZS | ZSCALER INC | $277.59万 | 0.05% | 19,666 | 2,003 | 11.3% | $28.27万 | 加仓 |
| USFR | WISDOMTREE TR | $276.85万 | 0.05% | 54,985 | -4,417 | -7.4% | -$22.24万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $276.33万 | 0.05% | 129,124 | -28,713 | -18.2% | -$61.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $276.28万 | 0.05% | 31,478 | 4,076 | 14.9% | $35.78万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $275.98万 | 0.05% | 133,261 | 2,609 | 2.0% | $5.40万 | 加仓 |
| FEOE | RBB FUND TRUST | $275.33万 | 0.05% | 51,560 | 8,940 | 21.0% | $47.74万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $275.28万 | 0.05% | 63,124 | -19,111 | -23.2% | -$83.34万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $274.77万 | 0.05% | 91,500 | -2,450 | -2.6% | -$7.36万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $270.86万 | 0.05% | 117,102 | -2,000 | -1.7% | -$4.63万 | 减仓 |
| QLC | FLEXSHARES TR | $270.23万 | 0.05% | 30,069 | 19,460 | 183.4% | $174.89万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $270.15万 | 0.05% | 71,886 | 33,936 | 89.4% | $127.53万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $269.20万 | 0.05% | 15,448 | -1,047 | -6.3% | -$18.25万 | 减仓 |
| DIS | DISNEY WALT CO | $266.45万 | 0.05% | 27,683 | -2,362 | -7.9% | -$22.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $261.75万 | 0.05% | 14,469 | -753 | -4.9% | -$13.62万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $258.83万 | 0.05% | 100,949 | -11,749 | -10.4% | -$30.12万 | 减仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $256.39万 | 0.05% | 50,809 | 50,809 | — | $256.39万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $255.96万 | 0.05% | 52,602 | -2,618 | -4.7% | -$12.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $253.77万 | 0.05% | 86,230 | 3,349 | 4.0% | $9.86万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $252.51万 | 0.05% | 47,933 | 37,172 | 345.4% | $195.82万 | 加仓 |
| VDE | VANGUARD WORLD FD | $252.27万 | 0.05% | 16,804 | -2,539 | -13.1% | -$38.12万 | 减仓 |
| T | AT&T INC | $251.44万 | 0.05% | 121,468 | -84,629 | -41.1% | -$175.18万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $250.67万 | 0.05% | 119,082 | 119,082 | — | $250.67万 | 新建仓 |
| EMR | EMERSON ELEC CO | $248.89万 | 0.05% | 17,386 | 1,190 | 7.3% | $17.04万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $248.30万 | 0.05% | 66,283 | 15,937 | 31.7% | $59.70万 | 加仓 |
| EDV | VANGUARD WORLD FD | $247.88万 | 0.05% | 38,089 | 38,089 | — | $247.88万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $247.73万 | 0.05% | 104,482 | 9,467 | 10.0% | $22.45万 | 加仓 |
| NTRA | NATERA INC | $245.85万 | 0.05% | 9,057 | 4,148 | 84.5% | $112.60万 | 加仓 |
| XBI | SPDR SERIES TRUST | $245.75万 | 0.05% | 15,529 | 7,824 | 101.5% | $123.82万 | 加仓 |
| SHOP | SHOPIFY INC | $244.17万 | 0.05% | 21,385 | 1,892 | 9.7% | $21.60万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $243.77万 | 0.05% | 9,011 | 709 | 8.5% | $19.18万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $243.68万 | 0.05% | 13,029 | -4,677 | -26.4% | -$87.47万 | 减仓 |
| MS | MORGAN STANLEY | $243.22万 | 0.05% | 11,635 | -2,048 | -15.0% | -$42.81万 | 减仓 |
| CVS | CVS HEALTH CORP | $242.86万 | 0.05% | 23,477 | 8,888 | 60.9% | $91.94万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $241.98万 | 0.05% | 30,461 | 14,512 | 91.0% | $115.28万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $241.37万 | 0.05% | 67,104 | -1,564 | -2.3% | -$5.63万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $240.88万 | 0.05% | 23,944 | -5,307 | -18.1% | -$53.39万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $240.24万 | 0.04% | 4,716 | 594 | 14.4% | $30.26万 | 加仓 |