INTERACTIVE FINANCIAL ADVISORS, INC.
New Lenox IL · SEC CIK 0001419099
$1.64亿2026Q2 申报市值
74持仓数
57.7%前十大占比 · 第一大 13.3%
1 / 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
QQQ 加仓+$56.47万
RAVI 加仓+$44.45万
VV 加仓+$32.33万
IJT 新建仓+$23.70万
VOO 加仓+$13.58万
2026Q2 卖出最多 按季末市值估算
VTI 清仓-$353.05万
IVV 减仓-$46.89万
VIG 减仓-$36.32万
IVE 清仓-$28.67万
ITA 减仓-$27.33万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,179.76万 | 13.29% | 29,754 | -640 | -2.1% | -$46.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,187.74万 | 7.24% | 171,709 | 1,823 | 1.1% | $12.61万 | 加仓 |
| AGG | ISHARES TR | $1,019.73万 | 6.22% | 103,176 | -701 | -0.7% | -$6.93万 | 减仓 |
| RAVI | FLEXSHARES TR | $998.81万 | 6.09% | 132,435 | 5,894 | 4.7% | $44.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $910.45万 | 5.55% | 12,656 | 785 | 6.6% | $56.47万 | 加仓 |
| QUAL | ISHARES TR | $763.87万 | 4.66% | 35,355 | 557 | 1.6% | $12.03万 | 加仓 |
| TLT | ISHARES TR | $684.41万 | 4.17% | 79,099 | 625 | 0.8% | $5.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $576.39万 | 3.51% | 24,707 | -1,557 | -5.9% | -$36.32万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $576.37万 | 3.51% | 49,303 | 669 | 1.4% | $7.82万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $562.22万 | 3.43% | 52,529 | 742 | 1.4% | $7.94万 | 加仓 |
| IGM | ISHARES TR | $488.62万 | 2.98% | 30,172 | 563 | 1.9% | $9.12万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $461.97万 | 2.82% | 138,256 | -188 | -0.1% | -$6,282 | 减仓 |
| VV | VANGUARD INDEX FDS | $425.79万 | 2.60% | 13,407 | 1,018 | 8.2% | $32.33万 | 加仓 |
| GOVT | ISHARES TR | $396.16万 | 2.41% | 173,991 | 31 | 0.0% | $706 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $315.81万 | 1.93% | 65,195 | -1,460 | -2.2% | -$7.07万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $291.68万 | 1.78% | 34,328 | -35 | -0.1% | -$2,974 | 减仓 |
| ITA | ISHARES TR | $240.31万 | 1.46% | 10,234 | -1,164 | -10.2% | -$27.33万 | 减仓 |
| ANGL | VANECK ETF TRUST | $232.50万 | 1.42% | 79,644 | -376 | -0.5% | -$1.10万 | 减仓 |
| IWN | ISHARES TR | $213.86万 | 1.30% | 9,909 | -808 | -7.5% | -$17.44万 | 减仓 |
| EFV | ISHARES TR | $204.57万 | 1.25% | 27,438 | -2,247 | -7.6% | -$16.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $195.29万 | 1.19% | 23,965 | 409 | 1.7% | $3.33万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $193.79万 | 1.18% | 12,266 | -1,451 | -10.6% | -$22.92万 | 减仓 |
| LQD | ISHARES TR | $165.47万 | 1.01% | 15,241 | 375 | 2.5% | $4.07万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $159.40万 | 0.97% | 8,339 | 337 | 4.2% | $6.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $153.77万 | 0.94% | 33,878 | -259 | -0.8% | -$1.18万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $136.65万 | 0.83% | 8,024 | -282 | -3.4% | -$4.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $134.40万 | 0.82% | 17,799 | -152 | -0.8% | -$1.15万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $122.56万 | 0.75% | 28,039 | -142 | -0.5% | -$6,207 | 减仓 |
| IGIB | ISHARES TR | $122.40万 | 0.75% | 23,058 | -1,185 | -4.9% | -$6.29万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $116.18万 | 0.71% | 14,036 | 794 | 6.0% | $6.57万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $103.98万 | 0.63% | 28,440 | -857 | -2.9% | -$3.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $95.90万 | 0.58% | 1,539 | 218 | 16.5% | $13.58万 | 加仓 |
| VPU | VANGUARD WORLD FD | $86.53万 | 0.53% | 4,420 | -152 | -3.3% | -$2.98万 | 减仓 |
| SMH | VANECK ETF TRUST | $82.43万 | 0.50% | 1,289 | 49 | 4.0% | $3.13万 | 加仓 |
| USB | US BANCORP | $81.31万 | 0.50% | 13,462 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $80.46万 | 0.49% | 5,316 | -645 | -10.8% | -$9.76万 | 减仓 |
| GATX | GATX CORP | $79.74万 | 0.49% | 4,500 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $75.14万 | 0.46% | 9,105 | 466 | 5.4% | $3.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $74.83万 | 0.46% | 13,805 | -907 | -6.2% | -$4.92万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $73.86万 | 0.45% | 10,218 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $71.48万 | 0.44% | 6,536 | -390 | -5.6% | -$4.27万 | 减仓 |
| ARKK | ARK ETF TR | $66.78万 | 0.41% | 8,362 | 320 | 4.0% | $2.56万 | 加仓 |
| XT | ISHARES TR | $62.13万 | 0.38% | 7,518 | 95 | 1.3% | $7,851 | 加仓 |
| HBTA | HORIZON FDS | $61.34万 | 0.37% | 18,765 | -180 | -1.0% | -$5,884 | 减仓 |
| ALL | ALLSTATE CORP | $56.53万 | 0.34% | 2,376 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $55.06万 | 0.34% | 24,780 | 1,574 | 6.8% | $3.50万 | 加仓 |
| REZ | ISHARES TR | $54.79万 | 0.33% | 6,257 | 469 | 8.1% | $4.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $53.38万 | 0.33% | 5,769 | 284 | 5.2% | $2.63万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $49.94万 | 0.30% | 4,611 | 694 | 17.7% | $7.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.88万 | 0.29% | 3,500 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $46.85万 | 0.29% | 2,702 | -635 | -19.0% | -$11.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.54万 | 0.27% | 610 | 25 | 4.3% | $1.78万 | 加仓 |
| MS | MORGAN STANLEY | $42.10万 | 0.26% | 2,014 | 9 | 0.4% | $1,881 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $38.25万 | 0.23% | 7,535 | -847 | -10.1% | -$4.30万 | 减仓 |
| AMZN | AMAZON COM INC | $37.97万 | 0.23% | 1,593 | 20 | 1.3% | $4,767 | 加仓 |
| IGE | ISHARES TR | $37.81万 | 0.23% | 7,365 | 469 | 6.8% | $2.41万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $36.18万 | 0.22% | 6,056 | -231 | -3.7% | -$1.38万 | 减仓 |
| MUB | ISHARES TR | $35.97万 | 0.22% | 3,342 | 61 | 1.9% | $6,566 | 加仓 |
| AAPL | APPLE INC | $35.91万 | 0.22% | 1,241 | -97 | -7.2% | -$2.81万 | 减仓 |
| GOOG | ALPHABET INC | $35.72万 | 0.22% | 1,011 | 5 | 0.5% | $1,767 | 加仓 |
| SLV | ISHARES SILVER TR | $34.79万 | 0.21% | 6,505 | -180 | -2.7% | -$9,626 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $34.47万 | 0.21% | 2,466 | -272 | -9.9% | -$3.80万 | 减仓 |
| TDTT | FLEXSHARES TR | $31.51万 | 0.19% | 13,202 | -2,105 | -13.8% | -$5.02万 | 减仓 |
| DHS | WISDOMTREE TR | $31.35万 | 0.19% | 2,862 | 107 | 3.9% | $1.17万 | 加仓 |
| — | WISDOMTREE TR | $30.61万 | 0.19% | 13,564 | 596 | 4.6% | $1.34万 | 加仓 |
| GLD | SPDR GOLD TR | $25.85万 | 0.16% | 701 | 3 | 0.4% | $1,106 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.27万 | 0.15% | 2,765 | -69 | -2.4% | -$6,056 | 减仓 |
| EFA | ISHARES TR | $23.86万 | 0.15% | 2,343 | -1,260 | -35.0% | -$12.83万 | 减仓 |
| IJT | ISHARES TR | $23.70万 | 0.14% | 1,327 | 1,327 | — | $23.70万 | 新建仓 |
| MSFT | MICROSOFT CORP | $23.50万 | 0.14% | 630 | -44 | -6.5% | -$1.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.17万 | 0.14% | 1,398 | -184 | -11.6% | -$3.05万 | 减仓 |
| ACWX | ISHARES TR | $21.25万 | 0.13% | 2,939 | -413 | -12.3% | -$2.99万 | 减仓 |
| SO | SOUTHERN CO | $21.13万 | 0.13% | 2,208 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $21.12万 | 0.13% | 1,386 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -11,005 | -100.0% | -$353.05万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,357 | -100.0% | -$28.67万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,063 | -100.0% | -$26.39万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,467 | -100.0% | -$20.38万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,718 | -100.0% | -$20.37万 | 清仓 |