Indie Asset Partners, LLC
CARMEL IN · SEC CIK 0001802244
$1.04亿2026Q2 申报市值
86持仓数
48.4%前十大占比 · 第一大 11.1%
6 / 4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
XLF 新建仓+$175.25万
BRK/B 加仓+$168.63万
PAAA 加仓+$68.91万
LLY 加仓+$48.34万
DYNF 加仓+$41.58万
2026Q2 卖出最多 按季末市值估算
USO 清仓-$36.86万
WRB 清仓-$21.69万
AMT 清仓-$20.28万
PROSHARES TR II 清仓-$12.23万
SHEL 减仓-$11.24万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $1,160.69万 | 11.12% | 9,677 | 403 | 4.3% | $48.34万 | 加仓 |
| AAPL | APPLE INC | $790.96万 | 7.57% | 27,335 | -117 | -0.4% | -$3.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $762.54万 | 7.30% | 91,049 | 3,194 | 3.6% | $26.75万 | 加仓 |
| PAAA | PGIM ETF TR | $634.20万 | 6.07% | 123,699 | 13,440 | 12.2% | $68.91万 | 加仓 |
| ITA | ISHARES TR | $335.82万 | 3.22% | 13,853 | 632 | 4.8% | $15.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $312.82万 | 3.00% | 8,386 | 222 | 2.7% | $8.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $291.03万 | 2.79% | 14,545 | 1,485 | 11.4% | $29.71万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $269.27万 | 2.58% | 25,866 | 263 | 1.0% | $2.74万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $255.58万 | 2.45% | 72,960 | 1,500 | 2.1% | $5.25万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $246.19万 | 2.36% | 22,563 | 965 | 4.5% | $10.53万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $235.66万 | 2.26% | 64,993 | 2,605 | 4.2% | $9.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.98万 | 2.23% | 4,656 | 3,370 | 262.1% | $168.63万 | 加仓 |
| VDE | VANGUARD WORLD FD | $219.22万 | 2.10% | 14,602 | -245 | -1.7% | -$3.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $205.84万 | 1.97% | 64,913 | 9,009 | 16.1% | $28.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $202.58万 | 1.94% | 59,864 | -1,700 | -2.8% | -$5.75万 | 减仓 |
| IYT | ISHARES TR | $198.30万 | 1.90% | 22,859 | 1,567 | 7.4% | $13.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $185.14万 | 1.77% | 27,223 | 6,114 | 29.0% | $41.58万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $175.25万 | 1.68% | 32,690 | 32,690 | — | $175.25万 | 新建仓 |
| AMZN | AMAZON COM INC | $170.01万 | 1.63% | 7,133 | 269 | 3.9% | $6.41万 | 加仓 |
| IVV | ISHARES TR | $161.16万 | 1.54% | 2,152 | 132 | 6.5% | $9.89万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $155.42万 | 1.49% | 144,040 | 9,520 | 7.1% | $10.27万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $148.75万 | 1.42% | 12,486 | 585 | 4.9% | $6.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $132.59万 | 1.27% | 4,051 | -48 | -1.2% | -$1.57万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $118.39万 | 1.13% | 26,025 | 167 | 0.6% | $7,597 | 加仓 |
| GDX | VANECK ETF TRUST | $107.43万 | 1.03% | 14,238 | -596 | -4.0% | -$4.50万 | 减仓 |
| AMLP | ALPS ETF TR | $103.44万 | 0.99% | 19,950 | 2,000 | 11.1% | $10.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $98.05万 | 0.94% | 33,858 | -1,360 | -3.9% | -$3.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $93.75万 | 0.90% | 1,365 | 29 | 2.2% | $1.99万 | 加仓 |
| GLD | SPDR GOLD TR | $93.09万 | 0.89% | 2,527 | 88 | 3.6% | $3.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $88.53万 | 0.85% | 10,277 | 881 | 9.4% | $7.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $88.39万 | 0.85% | 4,056 | 787 | 24.1% | $17.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.46万 | 0.84% | 1,171 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $85.85万 | 0.82% | 3,912 | -8 | -0.2% | -$1,756 | 减仓 |
| V | VISA INC | $79.09万 | 0.76% | 2,305 | 40 | 1.8% | $1.37万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $78.02万 | 0.75% | 13,528 | -56 | -0.4% | -$3,230 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.40万 | 0.74% | 4,669 | -500 | -9.7% | -$8.29万 | 减仓 |
| TSLA | TESLA INC | $76.51万 | 0.73% | 1,819 | 285 | 18.6% | $11.99万 | 加仓 |
| IJH | ISHARES TR | $69.96万 | 0.67% | 9,073 | 1,280 | 16.4% | $9.87万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $66.05万 | 0.63% | 5,218 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $61.32万 | 0.59% | 1,736 | 295 | 20.5% | $10.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.27万 | 0.57% | 2,505 | 71 | 2.9% | $1.68万 | 加仓 |
| GOOGL | ALPHABET INC | $59.23万 | 0.57% | 1,658 | -109 | -6.2% | -$3.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.03万 | 0.57% | 1,595 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $56.03万 | 0.54% | 33,734 | -2,900 | -7.9% | -$4.82万 | 减仓 |
| IYH | ISHARES TR | $55.99万 | 0.54% | 8,355 | 149 | 1.8% | $9,984 | 加仓 |
| EFV | ISHARES TR | $49.17万 | 0.47% | 6,423 | -28 | -0.4% | -$2,143 | 减仓 |
| META | META PLATFORMS INC | $47.21万 | 0.45% | 838 | -30 | -3.5% | -$1.69万 | 减仓 |
| GE | GE AEROSPACE | $46.08万 | 0.44% | 1,233 | -6 | -0.5% | -$2,242 | 减仓 |
| GEV | GE VERNOVA INC | $43.70万 | 0.42% | 372 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $42.64万 | 0.41% | 15,392 | -650 | -4.1% | -$1.80万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $42.41万 | 0.41% | 7,523 | 27 | 0.4% | $1,522 | 加仓 |
| CMCSA | COMCAST CORP NEW | $40.94万 | 0.39% | 16,675 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $40.50万 | 0.39% | 10,068 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $32.84万 | 0.31% | 7,175 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.97万 | 0.31% | 4,487 | 416 | 10.2% | $2.96万 | 加仓 |
| SCI | SERVICE CORP INTL | $31.61万 | 0.30% | 4,161 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $30.86万 | 0.30% | 817 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.85万 | 0.30% | 646 | 646 | — | $30.85万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $30.20万 | 0.29% | 690 | -180 | -20.7% | -$7.88万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $29.75万 | 0.28% | 6,689 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.65万 | 0.28% | 2,168 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.50万 | 0.28% | 401 | 401 | — | $29.50万 | 新建仓 |
| MO | ALTRIA GROUP INC | $29.21万 | 0.28% | 4,060 | 648 | 19.0% | $4.66万 | 加仓 |
| CAT | CATERPILLAR INC | $28.75万 | 0.28% | 270 | 270 | — | $28.75万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.72万 | 0.28% | 307 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $28.34万 | 0.27% | 824 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $27.70万 | 0.27% | 7,542 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $27.57万 | 0.26% | 9,200 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.52万 | 0.26% | 2,849 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $27.19万 | 0.26% | 2,420 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.10万 | 0.26% | 1,060 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.60万 | 0.25% | 518 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.29万 | 0.25% | 516 | 141 | 37.6% | $7.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $26.01万 | 0.25% | 2,176 | 1,904 | 700.0% | $22.76万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $25.10万 | 0.24% | 493 | 88 | 21.7% | $4.48万 | 加仓 |
| MCD | MCDONALDS CORP | $25.00万 | 0.24% | 925 | -300 | -24.5% | -$8.11万 | 减仓 |
| KO | COCA COLA CO | $23.39万 | 0.22% | 2,878 | -125 | -4.2% | -$1.02万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $23.33万 | 0.22% | 3,000 | -649 | -17.8% | -$5.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.19万 | 0.22% | 825 | -42 | -4.8% | -$1.18万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $21.65万 | 0.21% | 15,500 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $21.36万 | 0.20% | 1,440 | 1,440 | — | $21.36万 | 新建仓 |
| KEY | KEYCORP | $20.75万 | 0.20% | 9,000 | -1,000 | -10.0% | -$2.31万 | 减仓 |
| OEF | ISHARES TR | $20.67万 | 0.20% | 565 | -161 | -22.2% | -$5.89万 | 减仓 |
| SHEL | SHELL PLC | $20.28万 | 0.19% | 2,615 | -1,450 | -35.7% | -$11.24万 | 减仓 |
| — | BGSF INC | $11.42万 | 0.11% | 20,000 | 20,000 | — | $11.42万 | 新建仓 |
| — | ELUTIA INC | $1.24万 | 0.01% | 12,612 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -2,897 | -100.0% | -$36.86万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -3,273 | -100.0% | -$21.69万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,175 | -100.0% | -$20.28万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -14,700 | -100.0% | -$12.23万 | 清仓 |