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 |
|---|---|---|---|---|---|---|---|---|
| KD | KYNDRYL HLDGS INC COMMON STOCK | $551 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $550 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $540 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $421 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | KNIGHTSCOPE INC CL A NEW | $417 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $396 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $355 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $347 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC COM | $189 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $180 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $180 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC COM | $116 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | PURPLE INNOVATION INC COM | $92 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $53 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $34 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $32 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $18 | 0.00% | 0 | -1 | -100.0% | -$45 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -41 | -100.0% | -$1.83万 | 清仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -341 | -100.0% | -$1.52万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -100 | -100.0% | -$7,667 | 清仓 |