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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.45万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.44万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $1.43万 | 0.01% | 89 | 89 | — | $1.43万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $1.40万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.40万 | 0.01% | 50 | 50 | — | $1.40万 | 新建仓 |
| HEI | HEICO CORP NEW COM | $1.37万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.36万 | 0.01% | 140 | 140 | — | $1.36万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $1.33万 | 0.01% | 272 | 23 | 9.2% | $1,121 | 加仓 |
| TRMB | TRIMBLE INC COM | $1.30万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.25万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.25万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.24万 | 0.01% | 173 | 43 | 33.1% | $3,093 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.23万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $1.22万 | 0.01% | 14 | 14 | — | $1.22万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.22万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.21万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.18万 | 0.01% | 57 | 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 |
| KO | COCA COLA CO COM | $1.13万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.11万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1.10万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.10万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $1.04万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.00万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $9,727 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $9,682 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $9,682 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $9,403 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $9,393 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP COM | $8,935 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $8,747 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $8,510 | 0.00% | 94 | 94 | — | $8,510 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $8,297 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $7,857 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $7,021 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $6,886 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $6,884 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | KURV GOLD ENHANCED INCOME ETF | $6,514 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,464 | 0.00% | 48 | 48 | — | $6,464 | 新建仓 |
| RTX | RTX CORPORATION COM | $6,172 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $6,049 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $5,762 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $5,629 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC SHS CL A | $5,580 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $5,460 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $5,359 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5,283 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $5,095 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $4,998 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $4,969 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $4,743 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $4,735 | 0.00% | 275 | 275 | — | $4,735 | 新建仓 |
| EVRG | EVERGY INC COM | $4,669 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $4,560 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $4,231 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4,179 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $4,079 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $3,933 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $3,923 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $3,728 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $3,507 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3,431 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $3,262 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC CL A | $3,096 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC COM | $3,014 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $2,982 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2,962 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $2,870 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $2,806 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC COM | $2,802 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $2,801 | 0.00% | 36 | 1 | 2.9% | $78 | 加仓 |
| MRNA | MODERNA INC COM | $2,794 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 | $2,665 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2,546 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | WESTWOOD SALIENT ENHANCED ENERGY INCOME ETF | $2,459 | 0.00% | 100 | 100 | — | $2,459 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $2,428 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $2,424 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $2,361 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2,269 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $2,212 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC COM | $2,142 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1,794 | 0.00% | 5 | 5 | — | $1,794 | 新建仓 |
| TER | TERADYNE INC COM | $1,778 | 0.00% | 6 | 6 | — | $1,778 | 新建仓 |
| MET | METLIFE INC COM | $1,768 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DARE BIOSCIENCE INC COM NEW | $1,729 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $1,717 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,504 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $1,288 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC COM | $1,218 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $1,172 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SAGA COMMUNICATIONS INC CL A NEW | $1,170 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $1,152 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $1,130 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $1,003 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $965 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $904 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $778 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $746 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $689 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $666 | 0.00% | 18 | 0 | 0.0% | — | 不变 |