IFS Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001765617
$1.94亿2026Q1 申报市值
216持仓数
82.0%前十大占比 · 第一大 15.6%
27 / 4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
IBDR 加仓+$76.77万
SCHG 加仓+$57.00万
SPDW 加仓+$40.12万
VO 加仓+$32.45万
DGRO 加仓+$27.66万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$27.70万
IVV 减仓-$27.57万
IJR 减仓-$13.99万
AGG 减仓-$8.53万
IJH 减仓-$4.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EPS | WISDOMTREE U.S. LARGECAP FUND | $33.19万 | 0.17% | 4,873 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $46.10万 | 0.24% | 1,816 | 47 | 2.7% | $1.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $58.13万 | 0.30% | 1,213 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $75.41万 | 0.39% | 2,115 | -26 | -1.2% | -$9,271 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $193.79万 | 1.00% | 38,497 | 4,991 | 14.9% | $25.12万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $269.48万 | 1.39% | 53,225 | 30 | 0.1% | $1,519 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $436.21万 | 2.25% | 150,002 | 5,991 | 4.2% | $17.42万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $465.01万 | 2.40% | 46,843 | -859 | -1.8% | -$8.53万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $576.63万 | 2.97% | 78,303 | 1,837 | 2.4% | $13.53万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $716.38万 | 3.69% | 24,945 | 1,130 | 4.7% | $32.45万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $786.47万 | 4.05% | 63,266 | -1,125 | -1.7% | -$13.99万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $847.00万 | 4.36% | 185,542 | 8,789 | 5.0% | $40.12万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,102.37万 | 5.68% | 163,242 | -713 | -0.4% | -$4.81万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,390.34万 | 7.16% | 153,578 | -3,060 | -2.0% | -$27.70万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,456.74万 | 7.51% | 500,081 | 19,568 | 4.1% | $57.00万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,482.68万 | 7.64% | 759,178 | 9,087 | 1.2% | $17.75万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,692.26万 | 8.72% | 241,130 | 3,941 | 1.7% | $27.66万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,783.37万 | 9.19% | 177,167 | 2,029 | 1.2% | $20.42万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $2,345.95万 | 12.09% | 967,802 | 31,671 | 3.4% | $76.77万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3,032.36万 | 15.63% | 46,422 | -422 | -0.9% | -$27.57万 | 减仓 |