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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,032.36万 | 15.63% | 46,422 | -422 | -0.9% | -$27.57万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $2,345.95万 | 12.09% | 967,802 | 31,671 | 3.4% | $76.77万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,783.37万 | 9.19% | 177,167 | 2,029 | 1.2% | $20.42万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,692.26万 | 8.72% | 241,130 | 3,941 | 1.7% | $27.66万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,482.68万 | 7.64% | 759,178 | 9,087 | 1.2% | $17.75万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,456.74万 | 7.51% | 500,081 | 19,568 | 4.1% | $57.00万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,390.34万 | 7.16% | 153,578 | -3,060 | -2.0% | -$27.70万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,102.37万 | 5.68% | 163,242 | -713 | -0.4% | -$4.81万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $847.00万 | 4.36% | 185,542 | 8,789 | 5.0% | $40.12万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $786.47万 | 4.05% | 63,266 | -1,125 | -1.7% | -$13.99万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $716.38万 | 3.69% | 24,945 | 1,130 | 4.7% | $32.45万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $576.63万 | 2.97% | 78,303 | 1,837 | 2.4% | $13.53万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $465.01万 | 2.40% | 46,843 | -859 | -1.8% | -$8.53万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $436.21万 | 2.25% | 150,002 | 5,991 | 4.2% | $17.42万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $269.48万 | 1.39% | 53,225 | 30 | 0.1% | $1,519 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $193.79万 | 1.00% | 38,497 | 4,991 | 14.9% | $25.12万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $75.41万 | 0.39% | 2,115 | -26 | -1.2% | -$9,271 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $58.13万 | 0.30% | 1,213 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $46.10万 | 0.24% | 1,816 | 47 | 2.7% | $1.19万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $33.19万 | 0.17% | 4,873 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $32.70万 | 0.17% | 767 | 25 | 3.4% | $1.07万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $27.05万 | 0.14% | 1,280 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $24.88万 | 0.13% | 431 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $22.74万 | 0.12% | 491 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $21.34万 | 0.11% | 725 | 714 | 6,490.9% | $21.01万 | 加仓 |
| TSLA | TESLA INC COM | $20.15万 | 0.10% | 542 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $18.45万 | 0.10% | 1,058 | 80 | 8.2% | $1.40万 | 加仓 |
| V | VISA INC COM CL A | $18.42万 | 0.09% | 609 | 46 | 8.2% | $1.39万 | 加仓 |
| DE | DEERE & CO COM | $16.13万 | 0.08% | 286 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $16.02万 | 0.08% | 1,725 | 1,725 | — | $16.02万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $14.04万 | 0.07% | 691 | -200 | -22.4% | -$4.06万 | 减仓 |
| — | EXXON MOBIL CORP COM | $13.25万 | 0.07% | 781 | 570 | 270.1% | $9.67万 | 加仓 |
| — | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | $12.39万 | 0.06% | 2,807 | 525 | 23.0% | $2.32万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $11.63万 | 0.06% | 562 | 345 | 159.0% | $7.14万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $11.52万 | 0.06% | 1,450 | 508 | 53.9% | $4.04万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $11.14万 | 0.06% | 1,553 | 1,553 | — | $11.14万 | 新建仓 |
| AMZN | AMAZON COM INC COM | $10.71万 | 0.06% | 514 | 89 | 20.9% | $1.85万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $10.28万 | 0.05% | 2,072 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $9.95万 | 0.05% | 759 | 188 | 32.9% | $2.46万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $9.40万 | 0.05% | 198 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.18万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $8.18万 | 0.04% | 1,240 | 1,013 | 446.3% | $6.68万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $8.14万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $7.89万 | 0.04% | 132 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $7.23万 | 0.04% | 437 | 437 | — | $7.23万 | 新建仓 |
| MRK | MERCK & CO INC COM | $7.18万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $7.15万 | 0.04% | 125 | 18 | 16.8% | $1.03万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6.76万 | 0.03% | 96 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $6.73万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6.16万 | 0.03% | 1,227 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $5.82万 | 0.03% | 149 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $5.11万 | 0.03% | 1,820 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $5.09万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $4.95万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $4.85万 | 0.02% | 169 | 4 | 2.4% | $1,147 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $4.78万 | 0.02% | 197 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.65万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $4.48万 | 0.02% | 398 | 398 | — | $4.48万 | 新建仓 |
| F | FORD MTR CO COM | $4.38万 | 0.02% | 3,795 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $4.35万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.21万 | 0.02% | 1,095 | 320 | 41.3% | $1.23万 | 加仓 |
| CAT | CATERPILLAR INC COM | $3.80万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3.76万 | 0.02% | 332 | 332 | — | $3.76万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.74万 | 0.02% | 1,220 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3.66万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.51万 | 0.02% | 579 | 579 | — | $3.51万 | 新建仓 |
| SO | SOUTHERN CO COM | $3.36万 | 0.02% | 348 | 348 | — | $3.36万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC COM | $3.17万 | 0.02% | 4,442 | 0 | 0.0% | — | 不变 |
| — | PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | $3.16万 | 0.02% | 689 | 390 | 130.4% | $1.79万 | 加仓 |
| AVGO | BROADCOM INC COM | $3.10万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| CBC | CENTRAL BANCOMPANY COM CL A | $2.72万 | 0.01% | 1,135 | 1,135 | — | $2.72万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.67万 | 0.01% | 368 | 193 | 110.3% | $1.40万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.66万 | 0.01% | 328 | 328 | — | $2.66万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.62万 | 0.01% | 266 | 143 | 116.3% | $1.41万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.60万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $2.58万 | 0.01% | 352 | 352 | — | $2.58万 | 新建仓 |
| T | AT&T INC COM | $2.51万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2.44万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $2.41万 | 0.01% | 579 | 392 | 209.6% | $1.63万 | 加仓 |
| NFLX | NETFLIX INC. COM | $2.40万 | 0.01% | 250 | 150 | 150.0% | $1.44万 | 加仓 |
| USO | UNITED STATES OIL FUND LP | $2.37万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.36万 | 0.01% | 410 | 410 | — | $2.36万 | 新建仓 |
| MMM | 3M CO COM | $2.29万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $2.11万 | 0.01% | 57 | 1 | 1.8% | $370 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2.09万 | 0.01% | 21 | 2 | 10.5% | $1,993 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.09万 | 0.01% | 300 | 94 | 45.6% | $6,556 | 加仓 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $2.08万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $2.07万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.02万 | 0.01% | 154 | 154 | — | $2.02万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2.01万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.95万 | 0.01% | 202 | 100 | 98.0% | $9,638 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $1.91万 | 0.01% | 150 | 150 | — | $1.91万 | 新建仓 |
| CSX | CSX CORP COM | $1.89万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $1.76万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $1.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $1.67万 | 0.01% | 387 | 387 | — | $1.67万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $1.65万 | 0.01% | 58 | 58 | — | $1.65万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $1.54万 | 0.01% | 105 | 105 | — | $1.54万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.52万 | 0.01% | 266 | 266 | — | $1.52万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1.51万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |