INTERACTIVE FINANCIAL ADVISORS, INC.
New Lenox IL · SEC CIK 0001419099
$1.56亿2026Q1 申报市值
78持仓数
55.2%前十大占比 · 第一大 12.7%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 新建仓+$353.05万
RAVI 加仓+$24.42万
DTE 新建仓+$20.27万
QUAL 加仓+$9.42万
VFQY 加仓+$9.10万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$38.40万
QQQ 减仓-$37.92万
COF 清仓-$22.22万
PZA 清仓-$20.47万
AMPLIFY ETF TR 清仓-$20.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -917 | -100.0% | -$22.22万 | 清仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,826 | -100.0% | -$20.47万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -2,747 | -100.0% | -$20.45万 | 清仓 |
| DTE | DTE ENERGY CO | $20.27万 | 0.13% | 1,386 | 1,386 | — | $20.27万 | 新建仓 |
| PFF | ISHARES TR | $20.37万 | 0.13% | 6,718 | -242 | -3.5% | -$7,337 | 减仓 |
| SHY | ISHARES TR | $20.38万 | 0.13% | 2,467 | -19 | -0.8% | -$1,569 | 减仓 |
| SO | SOUTHERN CO | $21.31万 | 0.14% | 2,208 | 0 | 0.0% | — | 重新持有 |
| ACWX | ISHARES TR | $22.95万 | 0.15% | 3,352 | -95 | -2.8% | -$6,505 | 减仓 |
| MSFT | MICROSOFT CORP | $24.95万 | 0.16% | 674 | 145 | 27.4% | $5.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.32万 | 0.17% | 2,834 | 153 | 5.7% | $1.42万 | 加仓 |
| IWM | ISHARES TR | $26.39万 | 0.17% | 1,063 | -61 | -5.4% | -$1.51万 | 减仓 |
| IVE | ISHARES TR | $28.67万 | 0.18% | 1,357 | -74 | -5.2% | -$1.56万 | 减仓 |
| GOOG | ALPHABET INC | $28.86万 | 0.19% | 1,006 | 3 | 0.3% | $861 | 加仓 |
| — | WISDOMTREE TR | $29.24万 | 0.19% | 12,968 | -655 | -4.8% | -$1.48万 | 减仓 |
| GLD | SPDR GOLD TR | $30.03万 | 0.19% | 698 | -29 | -4.0% | -$1.25万 | 减仓 |
| DHS | WISDOMTREE TR | $30.09万 | 0.19% | 2,755 | -155 | -5.3% | -$1.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.73万 | 0.21% | 1,582 | 88 | 5.9% | $1.82万 | 加仓 |
| AMZN | AMAZON COM INC | $32.76万 | 0.21% | 1,573 | 67 | 4.4% | $1.40万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $32.97万 | 0.21% | 6,287 | 15 | 0.2% | $787 | 加仓 |
| MS | MORGAN STANLEY | $33.00万 | 0.21% | 2,005 | 2 | 0.1% | $329 | 加仓 |
| AAPL | APPLE INC | $33.96万 | 0.22% | 1,338 | 287 | 27.3% | $7.28万 | 加仓 |
| MUB | ISHARES TR | $34.83万 | 0.22% | 3,281 | -70 | -2.1% | -$7,430 | 减仓 |
| EFA | ISHARES TR | $35.00万 | 0.22% | 3,603 | -182 | -4.8% | -$1.77万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $35.65万 | 0.23% | 2,738 | -121 | -4.2% | -$1.58万 | 减仓 |
| TDTT | FLEXSHARES TR | $37.10万 | 0.24% | 15,307 | -322 | -2.1% | -$7,805 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.08万 | 0.24% | 585 | -39 | -6.2% | -$2.54万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $40.41万 | 0.26% | 3,917 | -471 | -10.7% | -$4.86万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.58万 | 0.27% | 8,382 | -414 | -4.7% | -$2.05万 | 减仓 |
| IGE | ISHARES TR | $43.40万 | 0.28% | 6,896 | -332 | -4.6% | -$2.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $45.55万 | 0.29% | 6,685 | 164 | 2.5% | $1.12万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.88万 | 0.29% | 3,500 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $47.56万 | 0.30% | 1,240 | -170 | -12.1% | -$6.52万 | 减仓 |
| REZ | ISHARES TR | $48.17万 | 0.31% | 5,788 | -210 | -3.5% | -$1.75万 | 减仓 |
| DGRW | WISDOMTREE TR | $48.18万 | 0.31% | 5,485 | -375 | -6.4% | -$3.29万 | 减仓 |
| ALL | ALLSTATE CORP | $49.26万 | 0.32% | 2,376 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $49.87万 | 0.32% | 23,206 | -961 | -4.0% | -$2.07万 | 减仓 |
| XT | ISHARES TR | $50.59万 | 0.32% | 7,423 | 50 | 0.7% | $3,407 | 加仓 |
| — | FLEXSHARES TR | $50.64万 | 0.32% | 3,337 | -217 | -6.1% | -$3.29万 | 减仓 |
| HBTA | HORIZON FDS | $50.74万 | 0.33% | 18,945 | -151 | -0.8% | -$4,044 | 减仓 |
| ARKK | ARK ETF TR | $54.36万 | 0.35% | 8,042 | 35 | 0.4% | $2,366 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $62.66万 | 0.40% | 10,218 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $70.02万 | 0.45% | 13,462 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $71.49万 | 0.46% | 8,639 | 287 | 3.4% | $2.37万 | 加仓 |
| TIP | ISHARES TR | $76.44万 | 0.49% | 6,926 | 315 | 4.8% | $3.48万 | 加仓 |
| GATX | GATX CORP | $76.83万 | 0.49% | 4,500 | -5 | -0.1% | -$854 | 减仓 |
| VOO | VANGUARD INDEX FDS | $78.98万 | 0.51% | 1,321 | 55 | 4.3% | $3.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $88.29万 | 0.57% | 5,961 | -160 | -2.6% | -$2.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $90.13万 | 0.58% | 14,712 | -661 | -4.3% | -$4.05万 | 减仓 |
| VPU | VANGUARD WORLD FD | $90.59万 | 0.58% | 4,572 | 307 | 7.2% | $6.08万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $97.21万 | 0.62% | 29,297 | 2,416 | 9.0% | $8.02万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $99.68万 | 0.64% | 28,181 | -262 | -0.9% | -$9,267 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $106.36万 | 0.68% | 8,002 | -639 | -7.4% | -$8.49万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $108.57万 | 0.70% | 13,242 | -241 | -1.8% | -$1.98万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $123.95万 | 0.79% | 8,306 | 610 | 7.9% | $9.10万 | 加仓 |
| IGIB | ISHARES TR | $129.02万 | 0.83% | 24,243 | -750 | -3.0% | -$3.99万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $156.66万 | 1.00% | 34,137 | -449 | -1.3% | -$2.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $158.26万 | 1.01% | 17,951 | 687 | 4.0% | $6.06万 | 加仓 |
| LQD | ISHARES TR | $162.03万 | 1.04% | 14,866 | -450 | -2.9% | -$4.90万 | 减仓 |
| VO | VANGUARD INDEX FDS | $169.13万 | 1.08% | 5,889 | 192 | 3.4% | $5.51万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $201.12万 | 1.29% | 13,717 | -256 | -1.8% | -$3.75万 | 减仓 |
| IWN | ISHARES TR | $203.20万 | 1.30% | 10,717 | -379 | -3.4% | -$7.19万 | 减仓 |
| EFV | ISHARES TR | $220.71万 | 1.42% | 29,685 | -1,017 | -3.3% | -$7.56万 | 减仓 |
| ANGL | VANECK ETF TRUST | $229.82万 | 1.47% | 80,020 | 1,328 | 1.7% | $3.81万 | 加仓 |
| ITA | ISHARES TR | $249.35万 | 1.60% | 11,398 | -370 | -3.1% | -$8.09万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $260.17万 | 1.67% | 34,363 | 697 | 2.1% | $5.28万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $320.28万 | 2.05% | 66,655 | 596 | 0.9% | $2.86万 | 加仓 |
| IGM | ISHARES TR | $350.90万 | 2.25% | 29,609 | 411 | 1.4% | $4.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $353.05万 | 2.26% | 11,005 | 11,005 | — | $353.05万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $370.26万 | 2.37% | 12,389 | -1,285 | -9.4% | -$38.40万 | 减仓 |
| GOVT | ISHARES TR | $398.54万 | 2.56% | 173,960 | 2,870 | 1.7% | $6.58万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $464.34万 | 2.98% | 138,444 | 2,377 | 1.7% | $7.97万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $469.90万 | 3.01% | 48,634 | 758 | 1.6% | $7.32万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $489.81万 | 3.14% | 51,787 | 532 | 1.0% | $5.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $564.84万 | 3.62% | 26,264 | -673 | -2.5% | -$14.47万 | 减仓 |
| QUAL | ISHARES TR | $667.48万 | 4.28% | 34,798 | 491 | 1.4% | $9.42万 | 加仓 |
| TLT | ISHARES TR | $680.30万 | 4.36% | 78,474 | -536 | -0.7% | -$4.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $685.18万 | 4.39% | 11,871 | -657 | -5.2% | -$37.92万 | 减仓 |
| RAVI | FLEXSHARES TR | $954.22万 | 6.12% | 126,541 | 3,239 | 2.6% | $24.42万 | 加仓 |
| AGG | ISHARES TR | $1,031.19万 | 6.61% | 103,877 | -989 | -0.9% | -$9.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,088.64万 | 6.98% | 169,886 | 523 | 0.3% | $3.35万 | 加仓 |
| IVV | ISHARES TR | $1,985.37万 | 12.73% | 30,394 | -79 | -0.3% | -$5.16万 | 减仓 |