IFS Advisors, LLC

报告期 2026-03-31 · CIK 0001765617

持仓数

217

前50大市值合计

$192.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 26 项建仓 2增持 12减持 9清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF

+$15.1M

245,251

增持

SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF

+$8.9M

388,983 +81%

减持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$7.6M

28,023 -76%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

BND VANGUARD TOTAL BOND MARKET INDEX FUND

-$5.7M

55,989 -54%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$5.5M

23,496 -88%

增持

IVV ISHARES CORE SP 500 ETF

+$4.0M

72,983 +14%

清仓

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND

-$2.8M

0 -100%

清仓

VXF VANGUARD EXTENDED MARKET INDEX FUND

-$2.2M

0 -100%

增持

VO VANGUARD MID-CAP INDEX FUND

+$2.2M

10,954 +540%

减持

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND

-$582.0K

29,285 -5%

增持

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+$501.0K

375,369 +5%

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$469.0K

3,653 -53%

清仓

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

-$457.0K

0 -100%

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$430.0K

4,556

增持

IJR ISHARES SP SMALL-CAP FUND

+$314.0K

74,311 +8%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$303.0K

63,609 +9%

增持

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$261.0K

89,175 +6%

增持

IJH ISHARES SP MIDCAP FUND

+$202.0K

29,221 +5%

增持

DGRO ISHARES CORE DIVIDEND GROWTH ETF

+$110.0K

246,793 +1%

增持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

+$95.0K

21,126 +5%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$79.0K

83,351 +2%

减持

VOO VANGUARD SP 500 ETF

-$57.0K

565 -21%

增持

MUB ISHARES NATIONAL MUNI BOND ETF

+$47.0K

15,402 +4%

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$32.0K

2,881 -5%

减持

IWB ISHARES RUSSELL 1000 ETF

-$26.0K

3,200 -3%

减持

FREL FIDELITY MSCI REAL ESTATE INDEX ETF

-$17.0K

19,308 -3%