Independence Financial Advisors, LLC
FRANKLIN NH · SEC CIK 0002066080
$3.86亿2026Q2 申报市值
55持仓数
62.7%前十大占比 · 第一大 15.2%
6 / 5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
FTEC 加仓+$1,897.26万
FMAT 新建仓+$1,197.29万
PFF 重新持有+$1,062.86万
IJJ 新建仓+$979.80万
TIP 加仓+$774.48万
2026Q2 卖出最多 按季末市值估算
IEF 减仓-$1,806.72万
FELV 减仓-$1,292.47万
LQD 重新持有-$1,219.69万
FNCL 减仓-$1,154.96万
FENY 清仓-$1,080.79万
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 |
|---|---|---|---|---|---|---|---|---|
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -317,691 | -100.0% | -$1,080.79万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,045 | -100.0% | -$63.30万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -3,243 | -100.0% | -$40.30万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,170 | -100.0% | -$30.97万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,135 | -100.0% | -$29.38万 | 清仓 |
| IXUS | ISHARES TR | $20.15万 | 0.05% | 2,111 | 2,111 | — | $20.15万 | 新建仓 |
| INTC | INTEL CORP | $20.94万 | 0.05% | 1,500 | 1,500 | — | $20.94万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.96万 | 0.06% | 665 | 665 | — | $21.96万 | 新建仓 |
| TSLA | TESLA INC | $24.82万 | 0.06% | 590 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $27.21万 | 0.07% | 2,664 | 49 | 1.9% | $5,006 | 加仓 |
| RTX | RTX CORPORATION | $29.93万 | 0.08% | 1,577 | 3 | 0.2% | $569 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.63万 | 0.08% | 416 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.71万 | 0.08% | 897 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.91万 | 0.08% | 272 | -50 | -15.5% | -$5.87万 | 减仓 |
| GE | GE AEROSPACE | $38.72万 | 0.10% | 1,036 | -249 | -19.4% | -$9.31万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $40.04万 | 0.10% | 13,665 | 2,320 | 20.4% | $6.80万 | 加仓 |
| HD | HOME DEPOT INC | $46.22万 | 0.12% | 1,311 | -19 | -1.4% | -$6,699 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $48.00万 | 0.12% | 5,734 | 36 | 0.6% | $3,014 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $49.13万 | 0.13% | 4,046 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $57.53万 | 0.15% | 5,377 | 37 | 0.7% | $3,959 | 加仓 |
| — | EXXON MOBIL CORP | $58.89万 | 0.15% | 4,307 | -1,112 | -20.5% | -$15.20万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $60.23万 | 0.16% | 8,036 | 31 | 0.4% | $2,324 | 加仓 |
| MSFT | MICROSOFT CORP | $62.04万 | 0.16% | 1,663 | -582 | -25.9% | -$21.71万 | 减仓 |
| MTB | M & T BK CORP | $64.49万 | 0.17% | 2,709 | -1 | -0.0% | -$238 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.72万 | 0.17% | 1,313 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $65.79万 | 0.17% | 2,274 | -1,059 | -31.8% | -$30.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.89万 | 0.17% | 3,097 | 12 | 0.4% | $2,553 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $86.94万 | 0.23% | 11,255 | -7,058 | -38.5% | -$54.52万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $89.93万 | 0.23% | 11,746 | -150,856 | -92.8% | -$1,154.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $94.23万 | 0.24% | 3,982 | 16 | 0.4% | $3,786 | 加仓 |
| SHY | ISHARES TR | $100.55万 | 0.26% | 12,245 | -78,666 | -86.5% | -$645.94万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $100.64万 | 0.26% | 17,228 | -176,810 | -91.1% | -$1,032.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $130.01万 | 0.34% | 3,972 | 5 | 0.1% | $1,637 | 加仓 |
| IEF | ISHARES TR | $135.77万 | 0.35% | 14,356 | -191,045 | -93.0% | -$1,806.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $182.89万 | 0.47% | 2,663 | 8 | 0.3% | $5,494 | 加仓 |
| VTI | VANGUARD INDEX FDS | $349.14万 | 0.91% | 9,435 | 27 | 0.3% | $9,991 | 加仓 |
| IJK | ISHARES TR | $516.64万 | 1.34% | 43,969 | -23,043 | -34.4% | -$270.76万 | 减仓 |
| IUSG | ISHARES TR | $547.65万 | 1.42% | 29,117 | -10,905 | -27.2% | -$205.11万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $685.03万 | 1.78% | 298,880 | 24,213 | 8.8% | $55.50万 | 加仓 |
| LQD | ISHARES TR | $692.59万 | 1.80% | 63,500 | -111,827 | -63.8% | -$1,219.69万 | 重新持有 |
| FALN | ISHARES TR | $699.94万 | 1.82% | 256,955 | -219,073 | -46.0% | -$596.75万 | 重新持有 |
| IUSV | ISHARES TR | $702.70万 | 1.82% | 63,795 | -29,158 | -31.4% | -$321.18万 | 减仓 |
| ISTB | ISHARES TR | $737.50万 | 1.91% | 152,851 | -3,374 | -2.2% | -$16.28万 | 减仓 |
| IJS | ISHARES TR | $741.19万 | 1.92% | 54,228 | 54,228 | — | $741.19万 | 新建仓 |
| IJT | ISHARES TR | $773.59万 | 2.01% | 43,314 | 12,767 | 41.8% | $228.02万 | 加仓 |
| IJJ | ISHARES TR | $979.80万 | 2.54% | 66,323 | 66,323 | — | $979.80万 | 新建仓 |
| FMAT | FIDELITY COVINGTON TRUST | $1,197.29万 | 3.11% | 204,631 | 204,631 | — | $1,197.29万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1,269.63万 | 3.29% | 123,456 | 55,320 | 81.2% | $568.91万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1,288.43万 | 3.34% | 185,438 | 15,034 | 8.8% | $104.46万 | 加仓 |
| GLD | SPDR GOLD TR | $1,300.82万 | 3.37% | 35,312 | 6,569 | 22.9% | $241.99万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,319.13万 | 3.42% | 328,715 | 24,952 | 8.2% | $100.13万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1,357.93万 | 3.52% | 136,325 | 6,012 | 4.6% | $59.89万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,374.56万 | 3.57% | 227,992 | -76,368 | -25.1% | -$460.42万 | 减仓 |
| PFF | ISHARES TR | $1,655.66万 | 4.29% | 543,016 | 348,594 | 179.3% | $1,062.86万 | 重新持有 |
| ICVT | ISHARES TR | $1,721.11万 | 4.46% | 141,376 | 17,195 | 13.8% | $209.33万 | 加仓 |
| IEI | ISHARES TR | $2,065.36万 | 5.36% | 175,850 | 12,552 | 7.7% | $147.42万 | 加仓 |
| TIP | ISHARES TR | $2,102.67万 | 5.45% | 192,148 | 70,774 | 58.3% | $774.48万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $2,690.48万 | 6.98% | 671,110 | -322,392 | -32.5% | -$1,292.47万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $4,034.20万 | 10.46% | 141,263 | 66,435 | 88.8% | $1,897.26万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $5,865.12万 | 15.21% | 1,340,600 | 67,124 | 5.3% | $293.67万 | 加仓 |