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IFS Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 93 项
建仓 6
增持 20
减持 32
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$15.9M
190,896
+50268%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$11.8M
402,260
减持
IVV
ISHARES CORE S&P 500 ETF
-$11.4M
63,019
-30%
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
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$10.9M
96
-100%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$4.7M
50,356
-80%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.5M
160,599
+44%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.3M
84,393
+48%
增持
VO
VANGUARD MID-CAP ETF
+$1.1M
13,181
+32%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$909.4K
213,689
+4%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$403.2K
205,834
-0%
减持
—
EXXON MOBIL CORP COM
-$265.9K
211
-91%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$95.5K
737
+22%
清仓
PM
PHILIP MORRIS INTL INC COM
-$79.4K
0
-100%
减持
WMT
WALMART INC COM
-$78.7K
30
-97%
增持
CAH
CARDINAL HEALTH INC COM
+$72.2K
1,280
+23%
减持
T
AT&T INC COM
-$69.2K
862
-74%
减持
ABBV
ABBVIE INC COM
-$67.6K
200
-60%
减持
IWB
ISHARES RUSSELL 1000 ETF
+$64.8K
2,141
-1%
减持
MMM
3M CO COM
-$57.9K
158
-72%
减持
PFE
PFIZER INC COM
-$56.9K
1,820
-54%
增持
NVDA
NVIDIA CORPORATION COM
+$54.9K
1,091
+1%
清仓
GD
GENERAL DYNAMICS CORP COM
-$54.5K
0
-100%
减持
AAPL
APPLE INC COM
-$54.0K
1,876
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$53.1K
1,213
+1%
减持
MO
ALTRIA GROUP INC COM
-$45.3K
227
-77%
清仓
LOW
LOWES COS INC COM
-$37.3K
0
-100%
减持
HD
HOME DEPOT INC COM
-$36.6K
63
-61%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$36.6K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$35.9K
571
-34%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$34.8K
611
清仓
ETR
ENTERGY CORP NEW COM
-$34.2K
0
-100%
增持
TSLA
TESLA INC COM
+$32.2K
542
+0%
减持
MRK
MERCK & CO INC COM
-$31.4K
597
-32%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$28.9K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$28.3K
56
-63%
清仓
ABT
ABBOTT LABS COM
-$26.5K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$26.5K
412
+23%
减持
JNJ
JOHNSON & JOHNSON COM
-$25.8K
72
-68%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$24.4K
0
-100%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$22.7K
105
增持
GOOG
ALPHABET INC CAP STK CL C
+$21.9K
150
+400%
减持
XEL
XCEL ENERGY INC COM
-$16.7K
956
-17%
建仓
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$14.5K
341
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC COM CL A
-$14.5K
0
-100%
减持
KHC
KRAFT HEINZ CO COM
-$13.5K
285
-58%
清仓
FDX
FEDEX CORP COM
-$13.2K
0
-100%
减持
RTX
RTX CORPORATION COM
-$12.8K
32
-76%
减持
CSX
CSX CORP COM
-$12.4K
315
-59%
清仓
CBSH
COMMERCE BANCSHARES INC COM
-$12.1K
0
-100%
减持
DOW
DOW INC COM
-$11.9K
585
-25%
减持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$11.8K
4,873
-4%
增持
NKE
NIKE INC CL B
+$11.6K
189
+575%
清仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$10.8K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO COM
-$10.7K
0
-100%
清仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-$9.8K
0
-100%
建仓
PK
PARK HOTELS & RESORTS INC COM
+$9.1K
893
清仓
POR
PORTLAND GEN ELEC CO COM NEW
-$8.9K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL COM
-$8.6K
0
-100%
清仓
—
CLEARWAY ENERGY INC CL A
-$8.5K
0
-100%
减持
KO
COCA COLA CO COM
-$7.3K
148
-40%
清仓
CNP
CENTERPOINT ENERGY INC COM
-$7.2K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$7.0K
102
-49%
清仓
GE
GE AEROSPACE COM NEW
-$6.6K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$6.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$5.5K
1,226
-5%
清仓
TAP
MOLSON COORS BEVERAGE CO CL B
-$4.9K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
-$4.6K
217
+2%
建仓
NSA
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
+$4.5K
142
清仓
PGX
INVESCO PREFERRED ETF
-$4.5K
0
-100%
清仓
ENB
ENBRIDGE INC COM
-$4.4K
0
-100%
清仓
—
SPARTANNASH CO COM
-$4.1K
0
-100%
清仓
NAVI
NAVIENT CORPORATION COM
-$3.8K
0
-100%
清仓
SHEL
SHELL PLC SPON ADS
-$3.7K
0
-100%
清仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$3.6K
0
-100%
减持
GIS
GENERAL MLS INC COM
-$3.6K
10
-86%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$3.4K
1,266
+17%
清仓
COAL
RANGE GLOBAL COAL INDEX ETF
-$2.9K
0
-100%
清仓
CTVA
CORTEVA INC COM
-$2.3K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
+$2.0K
265
-8%
增持
USO
UNITED STATES OIL FUND LP
+$2.0K
186
+24%
清仓
FXI
ISHARES CHINA LARGE-CAP ETF
-$2.0K
0
-100%
减持
PRPL
PURPLE INNOVATION INC COM
-$1.4K
140
-93%
增持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$1.3K
2,072
+4%
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$1.2K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$726
135
+1400%
清仓
PLUG
PLUG POWER INC COM NEW
-$405
0
-100%
清仓
ELDN
ELEDON PHARMACEUTICALS INC COM
-$339
0
-100%
清仓
AEI
ALSET INC COM
-$331
0
-100%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$214
18
+38%
减持
F
FORD MTR CO COM
+$103
3,795
-7%
减持
SPCE
VIRGIN GALACTIC HOLDINGS INC COM NEW
-$91
22
-56%
清仓
—
LI-CYCLE HOLDINGS CORP COM NEW
-$24
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
-$9
24
+4%
