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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY ETHEREUM FD | $126.00万 | 0.02% | 80,054 | 14,996 | 23.1% | $23.60万 | 加仓 |
| TDC | TERADATA CORP DEL | $125.52万 | 0.02% | 36,225 | 36,225 | — | $125.52万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $125.42万 | 0.02% | 27,025 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $125.04万 | 0.02% | 30,262 | -3,375 | -10.0% | -$13.95万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $124.31万 | 0.02% | 64,378 | -20,430 | -24.1% | -$39.45万 | 减仓 |
| IWO | ISHARES TR | $124.29万 | 0.02% | 3,155 | -26 | -0.8% | -$1.02万 | 减仓 |
| VLO | VALERO ENERGY CORP | $123.19万 | 0.02% | 4,730 | -1,132 | -19.3% | -$29.48万 | 减仓 |
| ENB | ENBRIDGE INC | $122.83万 | 0.02% | 22,657 | 2,536 | 12.6% | $13.75万 | 加仓 |
| MLPA | GLOBAL X FDS | $122.80万 | 0.02% | 23,134 | 1,043 | 4.7% | $5.54万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $122.65万 | 0.02% | 52,325 | 4,980 | 10.5% | $11.67万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $122.45万 | 0.02% | 13,536 | 4,650 | 52.3% | $42.06万 | 加仓 |
| PII | POLARIS INC | $122.30万 | 0.02% | 17,869 | -7,450 | -29.4% | -$50.99万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $122.00万 | 0.02% | 32,525 | 1,538 | 5.0% | $5.77万 | 加仓 |
| — | GLOBAL X FDS | $120.83万 | 0.02% | 9,386 | 9,386 | — | $120.83万 | 新建仓 |
| AOM | ISHARES TR | $119.99万 | 0.02% | 24,050 | -552 | -2.2% | -$2.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $119.80万 | 0.02% | 8,195 | -118 | -1.4% | -$1.73万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $119.31万 | 0.02% | 18,490 | -288 | -1.5% | -$1.86万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $119.29万 | 0.02% | 24,525 | -2,000 | -7.5% | -$9.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $119.01万 | 0.02% | 54,168 | -14,937 | -21.6% | -$32.82万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $118.78万 | 0.02% | 69,176 | 3,635 | 5.5% | $6.24万 | 加仓 |
| ITB | ISHARES TR | $118.40万 | 0.02% | 11,332 | 510 | 4.7% | $5.33万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $117.82万 | 0.02% | 109,192 | 379 | 0.3% | $4,089 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $117.46万 | 0.02% | 14,410 | -965 | -6.3% | -$7.87万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $117.43万 | 0.02% | 39,131 | 3,212 | 8.9% | $9.64万 | 加仓 |
| DOV | DOVER CORP | $117.30万 | 0.02% | 5,230 | -3,673 | -41.3% | -$82.38万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $116.96万 | 0.02% | 33,188 | -10,159 | -23.4% | -$35.80万 | 减仓 |
| GRNJ | TIDAL TRUST III | $116.90万 | 0.02% | 37,182 | 10,061 | 37.1% | $31.63万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $116.68万 | 0.02% | 16,192 | -3,548 | -18.0% | -$25.57万 | 减仓 |
| BIIB | BIOGEN INC | $115.89万 | 0.02% | 5,364 | 166 | 3.2% | $3.59万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $115.67万 | 0.02% | 119,127 | -11,808 | -9.0% | -$11.47万 | 减仓 |
| VST | VISTRA CORP | $115.58万 | 0.02% | 7,286 | 1,158 | 18.9% | $18.37万 | 加仓 |
| IRM | IRON MTN INC DEL | $115.52万 | 0.02% | 9,146 | 1 | 0.0% | $126 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $115.51万 | 0.02% | 25,248 | 2,016 | 8.7% | $9.22万 | 加仓 |
| WY | WEYERHAEUSER CO | $115.42万 | 0.02% | 48,212 | 10,644 | 28.3% | $25.48万 | 加仓 |
| CSX | CSX CORP | $115.36万 | 0.02% | 24,271 | -10 | -0.0% | -$475 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $115.36万 | 0.02% | 12,649 | 12,649 | — | $115.36万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $115.04万 | 0.02% | 236,711 | -65,098 | -21.6% | -$31.64万 | 减仓 |
| QXO | QXO INC | $114.77万 | 0.02% | 66,415 | 11,390 | 20.7% | $19.68万 | 加仓 |
| HDV | ISHARES TR | $114.50万 | 0.02% | 41,774 | 14,704 | 54.3% | $40.30万 | 加仓 |
| IONQ | IONQ INC | $112.29万 | 0.02% | 21,084 | 7,420 | 54.3% | $39.52万 | 加仓 |
| RKLB | ROCKET LAB CORP | $112.09万 | 0.02% | 11,027 | 3,040 | 38.1% | $30.90万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $111.79万 | 0.02% | 3,847 | 299 | 8.4% | $8.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $111.75万 | 0.02% | 55,198 | -1,822 | -3.2% | -$3.69万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $111.57万 | 0.02% | 19,363 | -666 | -3.3% | -$3.84万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $111.47万 | 0.02% | 21,981 | -6,750 | -23.5% | -$34.23万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $111.30万 | 0.02% | 12,353 | 1,222 | 11.0% | $11.01万 | 加仓 |
| IGSB | ISHARES TR | $110.77万 | 0.02% | 21,136 | 1,584 | 8.1% | $8.30万 | 加仓 |
| VAW | VANGUARD WORLD FD | $110.21万 | 0.02% | 4,817 | 500 | 11.6% | $11.44万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $110.04万 | 0.02% | 25,298 | -2,178 | -7.9% | -$9.47万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $108.90万 | 0.02% | 84,548 | -18,574 | -18.0% | -$23.92万 | 减仓 |
| LIT | GLOBAL X FDS | $108.88万 | 0.02% | 13,909 | 10,723 | 336.6% | $83.94万 | 加仓 |
| KLAC | KLA CORP | $108.53万 | 0.02% | 3,597 | 357 | 11.0% | $10.77万 | 加仓 |
| MDB | MONGODB INC | $108.50万 | 0.02% | 3,230 | 755 | 30.5% | $25.36万 | 加仓 |
| NVT | NVENT ELEC PLC | $108.23万 | 0.02% | 6,381 | 6,381 | — | $108.23万 | 新建仓 |
| SHEL | SHELL PLC | $107.79万 | 0.02% | 13,902 | -91 | -0.7% | -$7,056 | 减仓 |
| DAL | DELTA AIR LINES INC | $107.61万 | 0.02% | 11,489 | 68 | 0.6% | $6,369 | 加仓 |
| WTAI | WISDOMTREE TR | $107.29万 | 0.02% | 22,602 | 11,300 | 100.0% | $53.64万 | 重新持有 |
| IREN | IREN LIMITED | $107.04万 | 0.02% | 23,408 | -12,081 | -34.0% | -$55.25万 | 减仓 |
| ECOW | PACER FDS TR | $106.79万 | 0.02% | 40,266 | 8,415 | 26.4% | $22.32万 | 加仓 |
| PULS | PGIM ETF TR | $106.59万 | 0.02% | 21,511 | -378 | -1.7% | -$1.87万 | 减仓 |
| NUE | NUCOR CORP | $106.10万 | 0.02% | 4,763 | 2,294 | 92.9% | $51.10万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $105.79万 | 0.02% | 10,549 | 735 | 7.5% | $7.37万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $105.72万 | 0.02% | 15,575 | 15,575 | — | $105.72万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $105.70万 | 0.02% | 21,656 | -3,000 | -12.2% | -$14.64万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $105.29万 | 0.02% | 19,926 | 19,926 | — | $105.29万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $105.09万 | 0.02% | 18,222 | -1,076 | -5.6% | -$6.21万 | 减仓 |
| NEM | NEWMONT CORP | $104.83万 | 0.02% | 11,223 | 227 | 2.1% | $2.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $104.77万 | 0.02% | 13,392 | 549 | 4.3% | $4.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $104.77万 | 0.02% | 28,719 | -9,950 | -25.7% | -$36.30万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $104.51万 | 0.02% | 40,619 | 5,517 | 15.7% | $14.20万 | 加仓 |
| RONB | BARON ETF TR | $104.16万 | 0.02% | 42,689 | 42,689 | — | $104.16万 | 新建仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $103.66万 | 0.02% | 68,200 | 605 | 0.9% | $9,196 | 加仓 |
| IVES | WEDBUSH SER TR | $103.63万 | 0.02% | 27,200 | 7,937 | 41.2% | $30.24万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $103.30万 | 0.02% | 14,743 | -877 | -5.6% | -$6.15万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $103.04万 | 0.02% | 8,486 | -594 | -6.5% | -$7.21万 | 减仓 |
| TFLO | ISHARES TR | $102.72万 | 0.02% | 20,289 | -751 | -3.6% | -$3.80万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $102.53万 | 0.02% | 27,444 | 600 | 2.2% | $2.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $102.45万 | 0.02% | 32,046 | 5,042 | 18.7% | $16.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $102.43万 | 0.02% | 32,956 | 1,138 | 3.6% | $3.54万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $102.10万 | 0.02% | 41,039 | -6,185 | -13.1% | -$15.39万 | 减仓 |
| DDOG | DATADOG INC | $101.67万 | 0.02% | 3,905 | 635 | 19.4% | $16.53万 | 加仓 |
| NASA | TEMA ETF TRUST | $101.40万 | 0.02% | 33,378 | 33,378 | — | $101.40万 | 新建仓 |
| USHY | ISHARES TR | $101.34万 | 0.02% | 27,375 | 8,097 | 42.0% | $29.98万 | 加仓 |
| — | LISTED FDS TR | $100.95万 | 0.02% | 39,444 | 39,444 | — | $100.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $99.91万 | 0.02% | 50,010 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $99.85万 | 0.02% | 19,879 | -12,211 | -38.1% | -$61.34万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $99.81万 | 0.02% | 29,468 | -45,987 | -60.9% | -$155.76万 | 减仓 |
| QLD | PROSHARES TR | $99.64万 | 0.02% | 10,298 | 1,310 | 14.6% | $12.68万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $99.56万 | 0.02% | 13,031 | 13,031 | — | $99.56万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $99.46万 | 0.02% | 3,132 | -16 | -0.5% | -$5,081 | 减仓 |
| IUSV | ISHARES TR | $99.37万 | 0.02% | 9,022 | 628 | 7.5% | $6.92万 | 加仓 |
| FDUS | FIDUS INVT CORP | $98.62万 | 0.02% | 51,715 | 20,754 | 67.0% | $39.58万 | 加仓 |
| DY | DYCOM INDS INC | $98.59万 | 0.02% | 1,950 | 1,303 | 201.4% | $65.88万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $98.42万 | 0.02% | 32,752 | 32,752 | — | $98.42万 | 新建仓 |
| ZECP | ZACKS TRUST | $98.32万 | 0.02% | 26,053 | 1,090 | 4.4% | $4.11万 | 加仓 |
| SNXX | INVESTMENT MANAGERS SER TR I | $98.32万 | 0.02% | 23,382 | 23,382 | — | $98.32万 | 新建仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $98.18万 | 0.02% | 4,910 | -61 | -1.2% | -$1.22万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $98.10万 | 0.02% | 19,882 | -9,732 | -32.9% | -$48.02万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $97.87万 | 0.02% | 16,816 | -11,166 | -39.9% | -$64.99万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $97.73万 | 0.02% | 12,367 | 2,364 | 23.6% | $18.68万 | 加仓 |