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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC COM CL A | $19.33万 | 0.09% | 563 | -46 | -7.6% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $19.57万 | 0.09% | 978 | -80 | -7.6% | -$1.60万 | 减仓 |
| TSLA | TESLA INC COM | $22.80万 | 0.11% | 542 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $23.75万 | 0.11% | 725 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $25.65万 | 0.12% | 491 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $30.41万 | 0.15% | 1,280 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $31.74万 | 0.15% | 431 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $36.82万 | 0.18% | 2,965 | -103 | -3.4% | -$1.28万 | 减仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $37.28万 | 0.18% | 4,793 | -80 | -1.6% | -$6,223 | 减仓 |
| AAPL | APPLE INC COM | $51.41万 | 0.25% | 1,776 | -40 | -2.2% | -$1.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $60.70万 | 0.29% | 1,213 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $86.08万 | 0.41% | 2,102 | -13 | -0.6% | -$5,324 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $183.18万 | 0.88% | 36,381 | -2,116 | -5.5% | -$10.65万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $260.08万 | 1.25% | 51,368 | -1,857 | -3.5% | -$9.40万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $463.70万 | 2.22% | 46,847 | 4 | 0.0% | $396 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $549.29万 | 2.63% | 152,032 | 2,030 | 1.4% | $7.33万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $585.11万 | 2.80% | 79,703 | 1,400 | 1.8% | $10.28万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $812.25万 | 3.89% | 100,813 | 1,033 | 1.0% | $8.32万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $900.06万 | 4.31% | 60,687 | -2,579 | -4.1% | -$38.25万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $955.14万 | 4.57% | 189,548 | 4,006 | 2.2% | $20.19万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,244.57万 | 5.96% | 161,401 | -1,841 | -1.1% | -$14.20万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,456.30万 | 6.97% | 150,786 | -2,792 | -1.8% | -$26.97万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,497.04万 | 7.17% | 766,729 | 7,551 | 1.0% | $14.74万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,696.50万 | 8.12% | 501,330 | 1,249 | 0.2% | $4.23万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,771.87万 | 8.49% | 176,007 | -1,160 | -0.7% | -$11.68万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,819.17万 | 8.71% | 240,027 | -1,103 | -0.5% | -$8.36万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $2,359.92万 | 11.30% | 973,964 | 6,162 | 0.6% | $14.93万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3,414.07万 | 16.35% | 45,588 | -834 | -1.8% | -$62.46万 | 减仓 |