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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $240.10万 | 0.04% | 30,818 | 1,264 | 4.3% | $9.85万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $239.85万 | 0.04% | 412,818 | -32,308 | -7.3% | -$18.77万 | 减仓 |
| SDY | SPDR SERIES TRUST | $239.44万 | 0.04% | 15,734 | 195 | 1.3% | $2.97万 | 加仓 |
| C | CITIGROUP INC | $238.79万 | 0.04% | 17,061 | 2,265 | 15.3% | $31.70万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $238.02万 | 0.04% | 90,919 | -1,521 | -1.6% | -$3.98万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $237.33万 | 0.04% | 212,854 | -45,670 | -17.7% | -$50.92万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $236.69万 | 0.04% | 6,874 | 1,996 | 40.9% | $68.73万 | 加仓 |
| IEZ | ISHARES TR | $234.84万 | 0.04% | 87,302 | -35,794 | -29.1% | -$96.29万 | 减仓 |
| BOTZ | GLOBAL X FDS | $234.80万 | 0.04% | 61,888 | 666 | 1.1% | $2.53万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $232.18万 | 0.04% | 160,679 | -8,765 | -5.2% | -$12.67万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $232.13万 | 0.04% | 82,697 | 5,183 | 6.7% | $14.55万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $231.69万 | 0.04% | 20,675 | 902 | 4.6% | $10.11万 | 加仓 |
| AGG | ISHARES TR | $230.01万 | 0.04% | 23,238 | 1,769 | 8.2% | $17.51万 | 加仓 |
| SANM | SANMINA CORP | $228.89万 | 0.04% | 9,044 | 275 | 3.1% | $6.96万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $228.78万 | 0.04% | 36,834 | -6,272 | -14.6% | -$38.96万 | 减仓 |
| NKE | NIKE INC | $227.69万 | 0.04% | 55,468 | 14,840 | 36.5% | $60.92万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $225.89万 | 0.04% | 59,509 | 18,155 | 43.9% | $68.92万 | 加仓 |
| NOBL | PROSHARES TR | $225.24万 | 0.04% | 40,107 | -639 | -1.6% | -$3.59万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $224.12万 | 0.04% | 44,450 | 12,700 | 40.0% | $64.03万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $223.71万 | 0.04% | 11,911 | -819 | -6.4% | -$15.38万 | 减仓 |
| ADI | ANALOG DEVICES INC | $221.37万 | 0.04% | 5,574 | 329 | 6.3% | $13.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $220.19万 | 0.04% | 27,725 | 842 | 3.1% | $6.69万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $220.17万 | 0.04% | 3,130 | 102 | 3.4% | $7.17万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $219.93万 | 0.04% | 139,458 | 55,109 | 65.3% | $86.91万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $219.65万 | 0.04% | 48,253 | -4,095 | -7.8% | -$18.64万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $219.64万 | 0.04% | 48,061 | 23,544 | 96.0% | $107.60万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $219.52万 | 0.04% | 51,860 | -17,245 | -25.0% | -$73.00万 | 减仓 |
| IJK | ISHARES TR | $218.40万 | 0.04% | 18,588 | -82,006 | -81.5% | -$963.55万 | 减仓 |
| ROKU | ROKU INC | $217.14万 | 0.04% | 15,719 | -8,000 | -33.7% | -$110.51万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $217.00万 | 0.04% | 43,847 | -1,250 | -2.8% | -$6.19万 | 减仓 |
| XME | SPDR SERIES TRUST | $216.22万 | 0.04% | 20,220 | 3,030 | 17.6% | $32.40万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $216.16万 | 0.04% | 38,758 | 5,710 | 17.3% | $31.85万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $214.11万 | 0.04% | 109,408 | 38,471 | 54.2% | $75.29万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $213.55万 | 0.04% | 42,898 | -8,997 | -17.3% | -$44.79万 | 减仓 |
| BIZD | VANECK ETF TRUST | $211.74万 | 0.04% | 167,250 | -1,152,219 | -87.3% | -$1,458.71万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $210.05万 | 0.04% | 8,842 | 1,382 | 18.5% | $32.83万 | 加仓 |
| FRDM | EA SERIES TRUST | $209.88万 | 0.04% | 28,790 | 11,568 | 67.2% | $84.33万 | 加仓 |
| OEF | ISHARES TR | $209.42万 | 0.04% | 5,724 | -61 | -1.1% | -$2.23万 | 减仓 |
| PSFF | PACER FDS TR | $209.18万 | 0.04% | 60,967 | 13,689 | 29.0% | $46.97万 | 加仓 |
| PYLD | PIMCO ETF TR | $209.18万 | 0.04% | 78,875 | -2,272 | -2.8% | -$6.03万 | 减仓 |
| — | KKR & CO INC | $208.81万 | 0.04% | 52,400 | 52,400 | — | $208.81万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $208.59万 | 0.04% | 89,112 | -384 | -0.4% | -$8,989 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $207.16万 | 0.04% | 7,946 | 7,946 | — | $207.16万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $206.12万 | 0.04% | 17,942 | -381 | -2.1% | -$4.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $204.21万 | 0.04% | 24,711 | -3,948 | -13.8% | -$32.63万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $203.60万 | 0.04% | 24,848 | 1,001 | 4.2% | $8.20万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $203.58万 | 0.04% | 18,546 | 6,147 | 49.6% | $67.48万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $203.55万 | 0.04% | 40,476 | 40,476 | — | $203.55万 | 新建仓 |
| GOVT | ISHARES TR | $202.76万 | 0.04% | 89,006 | 15,688 | 21.4% | $35.74万 | 加仓 |
| TRIN | TRINITY CAP INC | $202.40万 | 0.04% | 113,135 | 36,109 | 46.9% | $64.60万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $202.31万 | 0.04% | 39,708 | 3,543 | 9.8% | $18.05万 | 加仓 |
| WELL | WELLTOWER INC | $201.42万 | 0.04% | 8,874 | -3,869 | -30.4% | -$87.82万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $201.03万 | 0.04% | 89,907 | -224,840 | -71.4% | -$502.74万 | 减仓 |
| IYH | ISHARES TR | $200.95万 | 0.04% | 29,989 | 1,107 | 3.8% | $7.42万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $200.24万 | 0.04% | 139,250 | -3,650 | -2.6% | -$5.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $200.24万 | 0.04% | 22,067 | 3,799 | 20.8% | $34.47万 | 加仓 |
| PFXF | VANECK ETF TRUST | $197.48万 | 0.04% | 110,694 | -6,267 | -5.4% | -$11.18万 | 减仓 |
| B | BARRICK MNG CORP | $197.26万 | 0.04% | 53,671 | -15,769 | -22.7% | -$57.96万 | 减仓 |
| — | GLOBAL X FDS | $197.24万 | 0.04% | 54,765 | 4,886 | 9.8% | $17.60万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $196.42万 | 0.04% | 43,542 | 22,713 | 109.0% | $102.46万 | 加仓 |
| VDC | VANGUARD WORLD FD | $196.21万 | 0.04% | 8,702 | 354 | 4.2% | $7.98万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $194.97万 | 0.04% | 47,072 | -414 | -0.9% | -$1.71万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $193.51万 | 0.04% | 32,810 | -11,875 | -26.6% | -$70.04万 | 减仓 |
| DASH | DOORDASH INC | $191.21万 | 0.04% | 10,362 | -39 | -0.4% | -$7,197 | 减仓 |
| VHT | VANGUARD WORLD FD | $190.76万 | 0.04% | 6,380 | 305 | 5.0% | $9.12万 | 加仓 |
| FLOT | ISHARES TR | $190.60万 | 0.04% | 37,336 | 5,263 | 16.4% | $26.87万 | 加仓 |
| PWR | QUANTA SVCS INC | $190.24万 | 0.04% | 2,642 | 1,016 | 62.5% | $73.16万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $189.02万 | 0.04% | 18,843 | 18,843 | — | $189.02万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $188.55万 | 0.04% | 108,672 | 35,313 | 48.1% | $61.27万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $186.70万 | 0.03% | 181,258 | -9,789 | -5.1% | -$10.08万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $186.56万 | 0.03% | 18,626 | 5 | 0.0% | $501 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $184.08万 | 0.03% | 169,347 | -33,958 | -16.7% | -$36.91万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $183.92万 | 0.03% | 8,319 | 8,319 | — | $183.92万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $183.88万 | 0.03% | 14,738 | 1,564 | 11.9% | $19.51万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $183.60万 | 0.03% | 32,669 | 32,669 | — | $183.60万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $183.24万 | 0.03% | 35,930 | 22,149 | 160.7% | $112.96万 | 加仓 |
| HON | HONEYWELL INTL INC | $182.95万 | 0.03% | 8,171 | -6,614 | -44.7% | -$148.09万 | 减仓 |
| XSD | SPDR SERIES TRUST | $182.25万 | 0.03% | 2,922 | 2,922 | — | $182.25万 | 新建仓 |
| MMM | 3M CO | $179.99万 | 0.03% | 11,117 | -2,942 | -20.9% | -$47.63万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $179.78万 | 0.03% | 36,057 | 1,416 | 4.1% | $7.06万 | 加仓 |
| MXL | MAXLINEAR INC | $179.18万 | 0.03% | 13,995 | 13,995 | — | $179.18万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $178.34万 | 0.03% | 87,552 | 3,590 | 4.3% | $7.31万 | 加仓 |
| IWV | ISHARES TR | $178.34万 | 0.03% | 4,183 | -326 | -7.2% | -$13.90万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $177.82万 | 0.03% | 29,981 | 9,070 | 43.4% | $53.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $177.52万 | 0.03% | 35,097 | 19,931 | 131.4% | $100.81万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $177.45万 | 0.03% | 16,507 | -235 | -1.4% | -$2.53万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $177.36万 | 0.03% | 198,391 | -59,087 | -22.9% | -$52.82万 | 减仓 |
| COHR | COHERENT CORP | $176.09万 | 0.03% | 4,464 | 3,277 | 276.1% | $129.27万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $175.58万 | 0.03% | 55,774 | -563 | -1.0% | -$1.77万 | 减仓 |
| BROS | DUTCH BROS INC | $175.17万 | 0.03% | 24,394 | -568 | -2.3% | -$4.08万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $174.80万 | 0.03% | 3,118 | 219 | 7.6% | $12.28万 | 加仓 |
| ISCG | ISHARES TR | $174.63万 | 0.03% | 26,645 | 4,637 | 21.1% | $30.39万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $174.45万 | 0.03% | 91,273 | -12,182 | -11.8% | -$23.28万 | 减仓 |
| PSX | PHILLIPS 66 | $173.80万 | 0.03% | 10,281 | -473 | -4.4% | -$8.00万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $173.40万 | 0.03% | 36,620 | -246,641 | -87.1% | -$1,167.85万 | 减仓 |
| UNP | UNION PAC CORP | $173.34万 | 0.03% | 6,373 | 165 | 2.7% | $4.49万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $172.78万 | 0.03% | 6,050 | -2 | -0.0% | -$571 | 减仓 |
| EMB | ISHARES TR | $170.95万 | 0.03% | 17,726 | -18,402 | -50.9% | -$177.47万 | 减仓 |
| TLH | ISHARES TR | $169.88万 | 0.03% | 16,929 | -4,149 | -19.7% | -$41.64万 | 减仓 |
| URI | UNITED RENTALS INC | $169.71万 | 0.03% | 1,498 | -76 | -4.8% | -$8.61万 | 减仓 |