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 |
|---|---|---|---|---|---|---|---|---|
| PGX | INVESCO EXCH TRADED FD TR II | $76.78万 | 0.01% | 70,830 | -10,061 | -12.4% | -$10.91万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $76.67万 | 0.01% | 20,643 | 2,812 | 15.8% | $10.44万 | 加仓 |
| TDV | PROSHARES TR | $76.45万 | 0.01% | 7,354 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $76.23万 | 0.01% | 15,901 | 930 | 6.2% | $4.46万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $76.17万 | 0.01% | 81,289 | 2,000 | 2.5% | $1.87万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $75.80万 | 0.01% | 4,492 | 1,190 | 36.0% | $20.08万 | 加仓 |
| SHYG | ISHARES TR | $75.66万 | 0.01% | 17,839 | 7,819 | 78.0% | $33.16万 | 加仓 |
| — | NEOS ETF TRUST | $75.39万 | 0.01% | 28,069 | 1,673 | 6.3% | $4.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.25万 | 0.01% | 10,766 | -1,112 | -9.4% | -$7.77万 | 减仓 |
| MCK | MCKESSON CORP | $75.18万 | 0.01% | 995 | 150 | 17.8% | $11.33万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $75.01万 | 0.01% | 7,749 | -1,518 | -16.4% | -$14.69万 | 减仓 |
| TRFM | ETF SER SOLUTIONS | $74.97万 | 0.01% | 11,868 | 252 | 2.2% | $1.59万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $74.85万 | 0.01% | 28,076 | 7,713 | 37.9% | $20.56万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $74.71万 | 0.01% | 940 | 940 | — | $74.71万 | 新建仓 |
| YUM | YUM BRANDS INC | $74.64万 | 0.01% | 4,669 | 1,582 | 51.2% | $25.29万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $74.42万 | 0.01% | 38,067 | -5,603 | -12.8% | -$10.95万 | 减仓 |
| IJJ | ISHARES TR | $74.36万 | 0.01% | 5,034 | -394 | -7.3% | -$5.82万 | 减仓 |
| TWLO | TWILIO INC | $73.12万 | 0.01% | 3,544 | 229 | 6.9% | $4.72万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $73.05万 | 0.01% | 35,870 | -6,548 | -15.4% | -$13.34万 | 减仓 |
| — | SILA REALTY TRUST INC | $72.83万 | 0.01% | 23,989 | 795 | 3.4% | $2.41万 | 加仓 |
| JBL | JABIL INC | $72.70万 | 0.01% | 1,886 | 15 | 0.8% | $5,782 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $72.48万 | 0.01% | 3,436 | 40 | 1.2% | $8,437 | 加仓 |
| — | ETFIS SER TR I | $71.97万 | 0.01% | 7,476 | 128 | 1.7% | $1.23万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $71.77万 | 0.01% | 2,563 | 224 | 9.6% | $6.27万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $71.66万 | 0.01% | 16,505 | -27,644 | -62.6% | -$120.03万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $71.55万 | 0.01% | 13,038 | 269 | 2.1% | $1.48万 | 加仓 |
| ZAP | GLOBAL X FDS | $71.29万 | 0.01% | 20,598 | 20,598 | — | $71.29万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $71.10万 | 0.01% | 3,865 | 633 | 19.6% | $11.64万 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $70.92万 | 0.01% | 77,000 | -900 | -1.2% | -$8,289 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $70.89万 | 0.01% | 2,025 | 488 | 31.8% | $17.08万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $70.86万 | 0.01% | 13,244 | -161 | -1.2% | -$8,614 | 减仓 |
| DES | WISDOMTREE TR | $70.85万 | 0.01% | 17,415 | 802 | 4.8% | $3.26万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $70.53万 | 0.01% | 9,248 | 1,805 | 24.3% | $13.76万 | 加仓 |
| IYF | ISHARES TR | $70.21万 | 0.01% | 5,506 | -196 | -3.4% | -$2.50万 | 减仓 |
| EPR | EPR PPTYS | $70.15万 | 0.01% | 12,093 | -1,200 | -9.0% | -$6.96万 | 减仓 |
| — | FLEXSHARES TR | $69.95万 | 0.01% | 16,680 | 865 | 5.5% | $3.63万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $69.91万 | 0.01% | 41,889 | -6,506 | -13.4% | -$10.86万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $69.67万 | 0.01% | 2,479 | 221 | 9.8% | $6.21万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $69.54万 | 0.01% | 45,782 | -1,059 | -2.3% | -$1.61万 | 减仓 |
| SYY | SYSCO CORP | $69.10万 | 0.01% | 8,267 | -643 | -7.2% | -$5.37万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $68.97万 | 0.01% | 13,294 | -1,393 | -9.5% | -$7.23万 | 减仓 |
| ITM | VANECK ETF TRUST | $68.83万 | 0.01% | 14,648 | -71 | -0.5% | -$3,336 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $68.74万 | 0.01% | 13,368 | -1,192 | -8.2% | -$6.13万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $67.92万 | 0.01% | 8,792 | 400 | 4.8% | $3.09万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $67.90万 | 0.01% | 1,089 | -1 | -0.1% | -$624 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $67.90万 | 0.01% | 26,307 | 5,019 | 23.6% | $12.95万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $67.77万 | 0.01% | 78,350 | 38,700 | 97.6% | $33.48万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $67.68万 | 0.01% | 4,965 | 4,965 | — | $67.68万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $67.57万 | 0.01% | 3,608 | 940 | 35.2% | $17.61万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $67.38万 | 0.01% | 14,838 | 1,948 | 15.1% | $8.85万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $67.21万 | 0.01% | 14,727 | -1,764 | -10.7% | -$8.05万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $67.01万 | 0.01% | 81,025 | -11,098 | -12.0% | -$9.18万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $66.93万 | 0.01% | 29,156 | 4,434 | 17.9% | $10.18万 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $66.88万 | 0.01% | 42,491 | 6,300 | 17.4% | $9.92万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $66.81万 | 0.01% | 1,345 | 173 | 14.8% | $8.59万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $66.69万 | 0.01% | 16,618 | -25,082 | -60.1% | -$100.65万 | 减仓 |
| IXUS | ISHARES TR | $66.62万 | 0.01% | 6,980 | 203 | 3.0% | $1.94万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $66.29万 | 0.01% | 14,000 | 14,000 | — | $66.29万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $66.25万 | 0.01% | 7,125 | -725 | -9.2% | -$6.74万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $66.04万 | 0.01% | 5,880 | 606 | 11.5% | $6.81万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $65.76万 | 0.01% | 20,038 | -198 | -1.0% | -$6,498 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.74万 | 0.01% | 14,820 | 584 | 4.1% | $2.59万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $65.67万 | 0.01% | 18,479 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $65.29万 | 0.01% | 8,164 | -1,026 | -11.2% | -$8.21万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $65.09万 | 0.01% | 44,732 | -768 | -1.7% | -$1.12万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $65.03万 | 0.01% | 1,228 | -113 | -8.4% | -$5.98万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $64.61万 | 0.01% | 4,279 | 4,279 | — | $64.61万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $64.58万 | 0.01% | 4,209 | 450 | 12.0% | $6.90万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $64.41万 | 0.01% | 3,443 | -131 | -3.7% | -$2.45万 | 减仓 |
| TGT | TARGET CORP | $64.35万 | 0.01% | 4,927 | -1,120 | -18.5% | -$14.63万 | 减仓 |
| PSA | PUBLIC STORAGE | $64.27万 | 0.01% | 2,019 | -2 | -0.1% | -$637 | 减仓 |
| VEEV | VEEVA SYS INC | $63.92万 | 0.01% | 3,602 | -2,263 | -38.6% | -$40.16万 | 减仓 |
| SAN | BANCO SANTANDER SA | $63.92万 | 0.01% | 46,320 | 4,900 | 11.8% | $6.76万 | 加仓 |
| EFG | ISHARES TR | $63.70万 | 0.01% | 5,120 | 462 | 9.9% | $5.75万 | 加仓 |
| FAST | FASTENAL CO | $63.62万 | 0.01% | 13,247 | 891 | 7.2% | $4.28万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $63.52万 | 0.01% | 17,408 | 2,247 | 14.8% | $8.20万 | 加仓 |
| NEXA | NEXA RES S A | $63.32万 | 0.01% | 51,731 | 51,731 | — | $63.32万 | 新建仓 |
| IFRA | ISHARES TR | $63.30万 | 0.01% | 10,042 | -463 | -4.4% | -$2.92万 | 减仓 |
| KGC | KINROSS GOLD CORP | $63.23万 | 0.01% | 26,769 | 6,835 | 34.3% | $16.14万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $63.22万 | 0.01% | 6,434 | 73 | 1.1% | $7,173 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $63.01万 | 0.01% | 644 | 62 | 10.7% | $6.07万 | 加仓 |
| MPC | MARATHON PETE CORP | $62.95万 | 0.01% | 2,462 | -36 | -1.4% | -$9,204 | 减仓 |
| ECHO | ECHOSTAR CORP | $62.83万 | 0.01% | 6,190 | 6,190 | — | $62.83万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $62.52万 | 0.01% | 15,911 | 1,075 | 7.2% | $4.22万 | 加仓 |
| — | PROSHARES TR | $62.44万 | 0.01% | 7,643 | 8 | 0.1% | $654 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $62.42万 | 0.01% | 56,135 | -9,100 | -13.9% | -$10.12万 | 减仓 |
| CNC | CENTENE CORP DEL | $62.39万 | 0.01% | 9,720 | 9,720 | — | $62.39万 | 新建仓 |
| USRT | ISHARES TR | $62.16万 | 0.01% | 9,355 | 9,355 | — | $62.16万 | 新建仓 |
| SUB | ISHARES TR | $62.14万 | 0.01% | 5,836 | 3,071 | 111.1% | $32.70万 | 加仓 |
| EXC | EXELON CORP | $61.93万 | 0.01% | 13,283 | -190 | -1.4% | -$8,858 | 减仓 |
| CRI | CARTERS INC | $61.74万 | 0.01% | 15,000 | -24,300 | -61.8% | -$100.02万 | 减仓 |
| — | VIRTUS ETF TR II | $61.50万 | 0.01% | 26,587 | 4,978 | 23.0% | $11.51万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.47万 | 0.01% | 13,960 | -257 | -1.8% | -$1.13万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $61.46万 | 0.01% | 8,897 | 2,877 | 47.8% | $19.87万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $61.45万 | 0.01% | 19,760 | -1,993 | -9.2% | -$6.20万 | 减仓 |
| MOS | MOSAIC CO | $61.38万 | 0.01% | 28,965 | -30,032 | -50.9% | -$63.64万 | 减仓 |
| HAS | HASBRO INC | $61.15万 | 0.01% | 7,404 | 7,404 | — | $61.15万 | 新建仓 |
| PL | PLANET LABS PBC | $61.08万 | 0.01% | 18,437 | 18,437 | — | $61.08万 | 新建仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $60.96万 | 0.01% | 27,190 | 27,190 | — | $60.96万 | 新建仓 |