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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 30 项建仓 3增持 6减持 13清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

SCHO SCHWAB SHORT-TERM US TREASURY ETF

-$18.0M

0 -100%

清仓

VGSH VANGUARD SHORT-TERM TREASURY ETF

-$14.6M

0 -100%

减持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$1.5M

617

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。

增持

DGRO ISHARES CORE DIVIDEND GROWTH ETF

+$569.2K

152,991 +8%

减持

IVV ISHARES CORE S&P 500 ETF

+$168.1K

32,629 -5%

减持

VNQ VANGUARD REAL ESTATE ETF

-$43.3K

1 -100%

减持

IWB ISHARES RUSSELL 1000 ETF

+$41.0K

3,231 -1%

减持

VTEB VANGUARD TAX-EXEMPT BOND ETF

-$31.0K

641 -50%

清仓

UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY

-$29.7K

0 -100%

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$26.6K

148 -50%

建仓

ADM ARCHER DANIELS MIDLAND CO COM

+$10.2K

128

减持

— BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT

-$9.5K

0 -100%

清仓

ZTS ZOETIS INC CL A

-$8.8K

0 -100%

清仓

IONS IONIS PHARMACEUTICALS INC COM

-$7.6K

0 -100%

减持

IAU ISHARES GOLD TRUST

-$7.4K

233 -50%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$6.7K

91 -50%

清仓

VXF VANGUARD EXTENDED MARKET ETF

-$6.2K

0 -100%

建仓

CPER UNITED STATES COPPER INDEX FUND

+$5.0K

200

减持

IBM INTERNATIONAL BUSINESS MACHS COM

-$4.4K

197 -8%

清仓

— FLEX LNG LTD SHS

-$3.3K

0 -100%

减持

JNJ JOHNSON & JOHNSON COM

-$3.0K

72 -10%

减持

— BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A

-$2.9K

0 -100%

减持

— BROOKFIELD RENEWABLE CORP CL A SUB VTG

-$2.6K

0 -100%

建仓

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

+$984

清仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

-$958

0 -100%

增持

T AT&T INC COM

+$732

856 +0%

增持

BAC BANK AMERICA CORP COM

-$656

147 +1%

增持

MNST MONSTER BEVERAGE CORP NEW COM

+$325

100 +100%

增持

CSCO CISCO SYS INC COM

+$166

33 +3%

增持

VZ VERIZON COMMUNICATIONS INC COM

-$145

321 +0%