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 |
|---|---|---|---|---|---|---|---|---|
| MGM | MGM RESORTS INTERNATIONAL COM | $860 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $822 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $809 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $787 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $785 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $626 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $555 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $531 | 0.00% | 47 | 5 | 11.9% | $56 | 加仓 |
| AI | C3 AI INC CL A | $454 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $401 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $328 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $235 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | KNIGHTSCOPE INC CL A NEW | $211 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $199 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC COM | $197 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $63 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | PURPLE INNOVATION INC COM SHS | $49 | 0.00% | 140 | 140 | — | $49 | 新建仓 |
| — | ORION PROPERTIES INC COM | $43 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $33 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $21 | 0.00% | 0 | 0 | — | -$18 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -781 | -100.0% | -$13.25万 | 清仓 |
| — | PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | $0 | 0.00% | 0 | -689 | -100.0% | -$3.16万 | 清仓 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | -235 | -100.0% | -$1.04万 | 清仓 |
| UNP | UNION PAC CORP COM | $0 | 0.00% | 0 | -21 | -100.0% | -$5,095 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $0 | 0.00% | 0 | -50 | -100.0% | -$3,933 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $0 | 0.00% | 0 | -200 | -100.0% | -$2,212 | 清仓 |
| — | SELECTQUOTE INC COM | $0 | 0.00% | 0 | -185 | -100.0% | -$116 | 清仓 |
| — | PURPLE INNOVATION INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$92 | 清仓 |