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 |
|---|---|---|---|---|---|---|---|---|
| CNP | CENTERPOINT ENERGY INC COM | $1.70万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $1.64万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1.60万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $1.60万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.60万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.58万 | 0.01% | 579 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $1.55万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.52万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $1.48万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $1.35万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.30万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $1.27万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.24万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.24万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $1.20万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.20万 | 0.01% | 10 | 10 | — | $1.20万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.18万 | 0.01% | 590 | 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 |
| SBUX | STARBUCKS CORP COM | $1.14万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1.09万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.05万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.05万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.00万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $9,851 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $9,751 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $9,668 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $9,441 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $9,380 | 0.00% | 130 | -43 | -24.9% | -$3,103 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $8,180 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $8,154 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $7,957 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $7,862 | 0.00% | 480 | 205 | 74.5% | $3,358 | 加仓 |
| GLW | CORNING INC COM | $7,662 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $7,546 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP COM | $7,472 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $7,340 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,158 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $7,043 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $6,765 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $6,622 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $6,314 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $6,071 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $5,894 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $5,560 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $5,465 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $5,326 | 0.00% | 100 | 100 | — | $5,326 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $5,318 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | KURV GOLD ENHANCED INCOME ETF | $5,259 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC SHS CL A | $5,212 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $5,026 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $5,015 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $4,926 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $4,824 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $4,773 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $4,595 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4,545 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4,360 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $4,261 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $4,169 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $4,093 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $3,851 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC COM | $3,735 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $3,474 | 0.00% | 370 | 370 | — | $3,474 | 新建仓 |
| WPC | WP CAREY INC COM | $3,432 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $3,397 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL MOMENTUM FACTOR ETF | $3,343 | 0.00% | 130 | 130 | — | $3,343 | 新建仓 |
| TTAN | SERVICETITAN INC SHS CL A | $3,323 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST INC. COM | $3,283 | 0.00% | 350 | 350 | — | $3,283 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3,217 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3,216 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3,130 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,008 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $2,906 | 0.00% | 200 | 200 | — | $2,906 | 新建仓 |
| TER | TERADYNE INC COM | $2,903 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC COM | $2,872 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | INFRASTRUCTURE CAPITAL NASDAQ OPTION INCOME ETF | $2,872 | 0.00% | 28 | 28 | — | $2,872 | 新建仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $2,839 | 0.00% | 50 | -50 | -50.0% | -$2,839 | 减仓 |
| TGT | TARGET CORP COM | $2,612 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2,475 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2,455 | 0.00% | 100 | 100 | — | $2,455 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $2,427 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $2,368 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WESTWOOD SALIENT ENHANCED ENERGY INCOME ETF | $2,211 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC COM | $2,125 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $2,115 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DARE BIOSCIENCE INC COM NEW | $2,004 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC CL A | $1,960 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 | $1,952 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,900 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $1,878 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $1,697 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $1,295 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $1,239 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC COM | $1,157 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $1,120 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $1,079 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $1,010 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | SAGA COMMUNICATIONS INC CL A NEW | $907 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $870 | 0.00% | 16 | 0 | 0.0% | — | 不变 |