IFS Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001765617
$2.09亿2026Q2 申报市值
219持仓数
82.0%前十大占比 · 第一大 16.4%
11 / 9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
SPDW 加仓+$20.19万
IBDR 加仓+$14.93万
BSCQ 加仓+$14.74万
XOM 新建仓+$10.68万
BND 加仓+$10.28万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$62.46万
IJR 减仓-$38.25万
IEFA 减仓-$26.97万
IJH 减仓-$14.20万
EXXON MOBIL CORP 清仓-$13.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $9,441 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $9,668 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $9,751 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $9,851 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.00万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.05万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.05万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1.09万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.14万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $1.18万 | 0.01% | 3,040 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.18万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.20万 | 0.01% | 10 | 10 | — | $1.20万 | 新建仓 |
| KO | COCA COLA CO COM | $1.20万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.24万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.24万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $1.27万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.30万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $1.35万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $1.48万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.52万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $1.55万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.58万 | 0.01% | 579 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.60万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $1.60万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1.60万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $1.64万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $1.70万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.72万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $1.78万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $1.78万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1.79万 | 0.01% | 865 | 1 | 0.1% | $21 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1.83万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.94万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.95万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1.96万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $1.97万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND LP | $1.98万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $2.08万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $2.17万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.19万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $2.28万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.37万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2.46万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $2.56万 | 0.01% | 752 | 300 | 66.4% | $1.02万 | 加仓 |
| MMM | 3M CO COM | $2.56万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $2.62万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.66万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.81万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.86万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.90万 | 0.01% | 69 | 14 | 25.5% | $5,875 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $3.04万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.15万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.24万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $3.33万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.34万 | 0.02% | 579 | 0 | 0.0% | — | 不变 |
| CBC | CENTRAL BANCOMPANY COM CL A | $3.45万 | 0.02% | 1,135 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3.67万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $3.77万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $3.78万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC COM | $3.78万 | 0.02% | 4,442 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.87万 | 0.02% | 1,220 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $3.99万 | 0.02% | 113 | 50 | 79.4% | $1.76万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3.99万 | 0.02% | 107 | 50 | 87.7% | $1.87万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4.24万 | 0.02% | 120 | -49 | -29.0% | -$1.73万 | 减仓 |
| PFE | PFIZER INC COM | $4.38万 | 0.02% | 1,820 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.61万 | 0.02% | 1,385 | 290 | 26.5% | $9,654 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $4.93万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $5.03万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $5.11万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.17万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5.20万 | 0.02% | 1,228 | 1 | 0.1% | $42 | 加仓 |
| F | FORD MTR CO COM | $5.28万 | 0.03% | 3,795 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $5.71万 | 0.03% | 53 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $6.03万 | 0.03% | 107 | -18 | -14.4% | -$1.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $6.24万 | 0.03% | 222 | 25 | 12.7% | $7,030 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $6.83万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $7.46万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $7.67万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $7.91万 | 0.04% | 437 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8.67万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $8.92万 | 0.04% | 1,240 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $8.93万 | 0.04% | 130 | -2 | -1.5% | -$1,374 | 减仓 |
| AMZN | AMAZON COM INC COM | $9.20万 | 0.04% | 386 | -128 | -24.9% | -$3.05万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $9.26万 | 0.04% | 774 | 6 | 0.8% | $718 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $9.29万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $9.32万 | 0.04% | 562 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $9.40万 | 0.05% | 550 | 550 | — | $9.40万 | 新建仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $9.92万 | 0.05% | 1,952 | -120 | -5.8% | -$6,101 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $10.38万 | 0.05% | 759 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $10.46万 | 0.05% | 180 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | $10.66万 | 0.05% | 2,025 | -782 | -27.9% | -$4.12万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $10.68万 | 0.05% | 781 | 781 | — | $10.68万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $11.37万 | 0.05% | 149 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $11.64万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $11.85万 | 0.06% | 1,553 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $15.14万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $15.47万 | 0.07% | 691 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $18.16万 | 0.09% | 286 | 0 | 0.0% | — | 不变 |