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 |
|---|---|---|---|---|---|---|---|---|
| JULW | AIM ETF PRODUCTS TRUST | $97.54万 | 0.02% | 23,894 | 557 | 2.4% | $2.27万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $97.44万 | 0.02% | 10,152 | -1,765 | -14.8% | -$16.94万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $96.74万 | 0.02% | 4,413 | 111 | 2.6% | $2.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.60万 | 0.02% | 47,823 | 47,823 | — | $96.60万 | 新建仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $96.42万 | 0.02% | 47,475 | 475 | 1.0% | $9,647 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $96.41万 | 0.02% | 18,714 | 555 | 3.1% | $2.86万 | 加仓 |
| UTWO | RBB FD INC | $96.07万 | 0.02% | 20,031 | -4,500 | -18.3% | -$21.58万 | 减仓 |
| IGM | ISHARES TR | $96.04万 | 0.02% | 5,871 | 45 | 0.8% | $7,361 | 加仓 |
| ALLW | SSGA ACTIVE TR | $95.77万 | 0.02% | 32,721 | 10,755 | 49.0% | $31.48万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $95.65万 | 0.02% | 3,738 | 521 | 16.2% | $13.33万 | 加仓 |
| COP | CONOCOPHILLIPS | $95.54万 | 0.02% | 9,191 | -182 | -1.9% | -$1.89万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.54万 | 0.02% | 36,766 | -5,342 | -12.7% | -$13.88万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $95.49万 | 0.02% | 30,094 | -24,454 | -44.8% | -$77.59万 | 减仓 |
| BUG | GLOBAL X FDS | $95.44万 | 0.02% | 24,992 | 16,792 | 204.8% | $64.13万 | 加仓 |
| MYRG | MYR GROUP INC | $95.08万 | 0.02% | 1,900 | 850 | 81.0% | $42.53万 | 加仓 |
| XAR | SPDR SERIES TRUST | $94.96万 | 0.02% | 3,346 | -754 | -18.4% | -$21.40万 | 减仓 |
| AFL | AFLAC INC | $94.57万 | 0.02% | 8,066 | 1,043 | 14.9% | $12.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $94.39万 | 0.02% | 2,998 | 12 | 0.4% | $3,778 | 加仓 |
| IEI | ISHARES TR | $94.10万 | 0.02% | 8,012 | -3,002 | -27.3% | -$35.26万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $93.65万 | 0.02% | 49,630 | 6,915 | 16.2% | $13.05万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $93.59万 | 0.02% | 23,161 | -225 | -1.0% | -$9,092 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $93.47万 | 0.02% | 36,035 | 12,264 | 51.6% | $31.81万 | 加仓 |
| XOP | SPDR SERIES TRUST | $92.93万 | 0.02% | 6,024 | -9,626 | -61.5% | -$148.49万 | 减仓 |
| AZO | AUTOZONE INC | $92.36万 | 0.02% | 289 | -3 | -1.0% | -$9,588 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $92.05万 | 0.02% | 2,926 | -7 | -0.2% | -$2,202 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $91.92万 | 0.02% | 38,079 | 10,971 | 40.5% | $26.48万 | 加仓 |
| ESGU | ISHARES TR | $91.49万 | 0.02% | 5,590 | -453 | -7.5% | -$7.41万 | 减仓 |
| OKLO | OKLO INC | $91.44万 | 0.02% | 17,473 | 1,142 | 7.0% | $5.98万 | 加仓 |
| — | PACER FDS TR | $91.32万 | 0.02% | 20,073 | 11,921 | 146.2% | $54.24万 | 加仓 |
| PTLC | PACER FDS TR | $91.23万 | 0.02% | 15,659 | -3,868 | -19.8% | -$22.53万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $90.93万 | 0.02% | 3,425 | 683 | 24.9% | $18.13万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $90.85万 | 0.02% | 28,516 | 7,345 | 34.7% | $23.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $90.63万 | 0.02% | 40,264 | -4,007 | -9.1% | -$9.02万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $90.49万 | 0.02% | 26,139 | -10,904 | -29.4% | -$37.75万 | 减仓 |
| RMBS | RAMBUS INC DEL | $90.48万 | 0.02% | 6,816 | 291 | 4.5% | $3.86万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $90.28万 | 0.02% | 20,356 | 771 | 3.9% | $3.42万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $90.09万 | 0.02% | 9,337 | 795 | 9.3% | $7.67万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $89.60万 | 0.02% | 22,816 | -22,319 | -49.4% | -$87.65万 | 减仓 |
| GVA | GRANITE CONSTR INC | $89.47万 | 0.02% | 5,660 | -1,128 | -16.6% | -$17.83万 | 减仓 |
| IDU | ISHARES TR | $89.47万 | 0.02% | 7,807 | -1,960 | -20.1% | -$22.46万 | 减仓 |
| ECL | ECOLAB INC | $89.11万 | 0.02% | 3,198 | 849 | 36.1% | $23.66万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $89.08万 | 0.02% | 4,101 | -87 | -2.1% | -$1.89万 | 减仓 |
| KKR | KKR & CO INC | $88.67万 | 0.02% | 9,661 | -71 | -0.7% | -$6,516 | 减仓 |
| SLYV | SPDR SERIES TRUST | $88.44万 | 0.02% | 8,105 | -85 | -1.0% | -$9,275 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $87.84万 | 0.02% | 6,322 | 6 | 0.1% | $834 | 加仓 |
| COKE | COCA COLA CONS INC | $87.68万 | 0.02% | 4,593 | -100 | -2.1% | -$1.91万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $87.64万 | 0.02% | 25,776 | -7,825 | -23.3% | -$26.61万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $87.36万 | 0.02% | 43,034 | 4,700 | 12.3% | $9.54万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $87.33万 | 0.02% | 3,299 | 229 | 7.5% | $6.06万 | 加仓 |
| AOR | ISHARES TR | $87.20万 | 0.02% | 12,547 | 1,041 | 9.0% | $7.23万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $86.94万 | 0.02% | 110,331 | 17,398 | 18.7% | $13.71万 | 加仓 |
| XYLD | GLOBAL X FDS | $86.41万 | 0.02% | 21,185 | 101 | 0.5% | $4,120 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $86.29万 | 0.02% | 6,405 | 832 | 14.9% | $11.21万 | 加仓 |
| SIL | GLOBAL X FDS | $86.17万 | 0.02% | 11,124 | 628 | 6.0% | $4.86万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $85.77万 | 0.02% | 16,220 | -42 | -0.3% | -$2,221 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $85.73万 | 0.02% | 2,314 | 28 | 1.2% | $1.04万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $85.57万 | 0.02% | 4,416 | -1,231 | -21.8% | -$23.85万 | 减仓 |
| FSLR | FIRST SOLAR INC | $85.04万 | 0.02% | 3,604 | -3,001 | -45.4% | -$70.81万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $84.99万 | 0.02% | 25,401 | 15,638 | 160.2% | $52.32万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $84.60万 | 0.02% | 111,901 | 111,901 | — | $84.60万 | 新建仓 |
| FDX | FEDEX CORP | $84.55万 | 0.02% | 2,700 | 859 | 46.7% | $26.90万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $83.94万 | 0.02% | 14,503 | 1,788 | 14.1% | $10.35万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $83.72万 | 0.02% | 2,143 | 109 | 5.4% | $4.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $83.70万 | 0.02% | 31,850 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $83.41万 | 0.02% | 29,391 | -5,360 | -15.4% | -$15.21万 | 减仓 |
| IOO | ISHARES TR | $83.41万 | 0.02% | 6,106 | 6,106 | — | $83.41万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $82.64万 | 0.02% | 17,321 | 4,124 | 31.2% | $19.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.51万 | 0.02% | 30,527 | 14,795 | 94.0% | $39.99万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $82.20万 | 0.02% | 13,309 | -593 | -4.3% | -$3.66万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $81.96万 | 0.02% | 10,855 | 10,855 | — | $81.96万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $81.88万 | 0.02% | 26,749 | 26,749 | — | $81.88万 | 新建仓 |
| SBR | SABINE RTY TR | $81.64万 | 0.02% | 11,154 | 150 | 1.4% | $1.10万 | 加仓 |
| CSTM | CONSTELLIUM SE | $81.27万 | 0.02% | 25,499 | 25,499 | — | $81.27万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $81.23万 | 0.02% | 4,621 | -1,580 | -25.5% | -$27.77万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $80.97万 | 0.02% | 67,303 | -25,941 | -27.8% | -$31.21万 | 减仓 |
| ICVT | ISHARES TR | $80.77万 | 0.02% | 6,635 | -201 | -2.9% | -$2.45万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $80.68万 | 0.02% | 8,616 | 771 | 9.8% | $7.22万 | 加仓 |
| ILCG | ISHARES TR | $80.65万 | 0.02% | 6,892 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $80.54万 | 0.02% | 24,669 | 2,995 | 13.8% | $9.78万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $80.30万 | 0.02% | 28,285 | 768 | 2.8% | $2.18万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $80.26万 | 0.02% | 5,867 | 85 | 1.5% | $1.16万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $80.26万 | 0.02% | 17,788 | 17,788 | — | $80.26万 | 新建仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $80.24万 | 0.02% | 13,336 | 408 | 3.2% | $2.45万 | 加仓 |
| HYS | PIMCO ETF TR | $80.03万 | 0.01% | 8,557 | 384 | 4.7% | $3.59万 | 加仓 |
| — | PROSHARES TR | $79.74万 | 0.01% | 14,021 | -1,562 | -10.0% | -$8.88万 | 减仓 |
| EFAV | ISHARES TR | $79.65万 | 0.01% | 9,081 | 350 | 4.0% | $3.07万 | 加仓 |
| VIRT | VIRTU FINL INC | $79.64万 | 0.01% | 13,369 | 13,369 | — | $79.64万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $79.51万 | 0.01% | 2,957 | 70 | 2.4% | $1.88万 | 加仓 |
| PGR | PROGRESSIVE CORP | $78.93万 | 0.01% | 3,613 | 354 | 10.9% | $7.73万 | 加仓 |
| USB | US BANCORP | $78.91万 | 0.01% | 13,064 | -1,612 | -11.0% | -$9.74万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $78.62万 | 0.01% | 40,068 | 40,068 | — | $78.62万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $78.42万 | 0.01% | 4,802 | -472 | -8.9% | -$7.71万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $78.11万 | 0.01% | 18,510 | -333 | -1.8% | -$1.41万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $77.76万 | 0.01% | 27,219 | 27,219 | — | $77.76万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $77.76万 | 0.01% | 5,733 | -11,793 | -67.3% | -$159.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $77.61万 | 0.01% | 8,411 | 458 | 5.8% | $4.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $77.55万 | 0.01% | 24,350 | -883 | -3.5% | -$2.81万 | 减仓 |
| IAT | ISHARES TR | $77.20万 | 0.01% | 12,410 | -1,100 | -8.1% | -$6.84万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $76.96万 | 0.01% | 14,468 | -3,743 | -20.6% | -$19.91万 | 减仓 |
| — | PROSHARES TR | $76.88万 | 0.01% | 11,435 | -3,078 | -21.2% | -$20.69万 | 减仓 |