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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,414.07万 | 16.35% | 45,588 | -834 | -1.8% | -$62.46万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $2,359.92万 | 11.30% | 973,964 | 6,162 | 0.6% | $14.93万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,819.17万 | 8.71% | 240,027 | -1,103 | -0.5% | -$8.36万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,771.87万 | 8.49% | 176,007 | -1,160 | -0.7% | -$11.68万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,696.50万 | 8.12% | 501,330 | 1,249 | 0.2% | $4.23万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,497.04万 | 7.17% | 766,729 | 7,551 | 1.0% | $14.74万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,456.30万 | 6.97% | 150,786 | -2,792 | -1.8% | -$26.97万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,244.57万 | 5.96% | 161,401 | -1,841 | -1.1% | -$14.20万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $955.14万 | 4.57% | 189,548 | 4,006 | 2.2% | $20.19万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $900.06万 | 4.31% | 60,687 | -2,579 | -4.1% | -$38.25万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $812.25万 | 3.89% | 100,813 | 1,033 | 1.0% | $8.32万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $585.11万 | 2.80% | 79,703 | 1,400 | 1.8% | $10.28万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $549.29万 | 2.63% | 152,032 | 2,030 | 1.4% | $7.33万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $463.70万 | 2.22% | 46,847 | 4 | 0.0% | $396 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $260.08万 | 1.25% | 51,368 | -1,857 | -3.5% | -$9.40万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $183.18万 | 0.88% | 36,381 | -2,116 | -5.5% | -$10.65万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $86.08万 | 0.41% | 2,102 | -13 | -0.6% | -$5,324 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $60.70万 | 0.29% | 1,213 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $51.41万 | 0.25% | 1,776 | -40 | -2.2% | -$1.16万 | 减仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $37.28万 | 0.18% | 4,793 | -80 | -1.6% | -$6,223 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $36.82万 | 0.18% | 2,965 | -103 | -3.4% | -$1.28万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $31.74万 | 0.15% | 431 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $30.41万 | 0.15% | 1,280 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $25.65万 | 0.12% | 491 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $23.75万 | 0.11% | 725 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $22.80万 | 0.11% | 542 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $19.57万 | 0.09% | 978 | -80 | -7.6% | -$1.60万 | 减仓 |
| V | VISA INC COM CL A | $19.33万 | 0.09% | 563 | -46 | -7.6% | -$1.58万 | 减仓 |
| DE | DEERE & CO COM | $18.16万 | 0.09% | 286 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $15.47万 | 0.07% | 691 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $15.14万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $11.85万 | 0.06% | 1,553 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $11.64万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $11.37万 | 0.05% | 149 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $10.68万 | 0.05% | 781 | 781 | — | $10.68万 | 新建仓 |
| — | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | $10.66万 | 0.05% | 2,025 | -782 | -27.9% | -$4.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $10.46万 | 0.05% | 180 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $10.38万 | 0.05% | 759 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $9.92万 | 0.05% | 1,952 | -120 | -5.8% | -$6,101 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $9.40万 | 0.05% | 550 | 550 | — | $9.40万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $9.32万 | 0.04% | 562 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $9.29万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $9.26万 | 0.04% | 774 | 6 | 0.8% | $718 | 加仓 |
| AMZN | AMAZON COM INC COM | $9.20万 | 0.04% | 386 | -128 | -24.9% | -$3.05万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $8.93万 | 0.04% | 130 | -2 | -1.5% | -$1,374 | 减仓 |
| MO | ALTRIA GROUP INC COM | $8.92万 | 0.04% | 1,240 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8.67万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $7.91万 | 0.04% | 437 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $7.67万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $7.46万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $6.83万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $6.24万 | 0.03% | 222 | 25 | 12.7% | $7,030 | 加仓 |
| META | META PLATFORMS INC CL A | $6.03万 | 0.03% | 107 | -18 | -14.4% | -$1.01万 | 减仓 |
| CAT | CATERPILLAR INC COM | $5.71万 | 0.03% | 53 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $5.28万 | 0.03% | 3,795 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5.20万 | 0.02% | 1,228 | 1 | 0.1% | $42 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.17万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $5.11万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $5.03万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $4.93万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.61万 | 0.02% | 1,385 | 290 | 26.5% | $9,654 | 加仓 |
| PFE | PFIZER INC COM | $4.38万 | 0.02% | 1,820 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $4.24万 | 0.02% | 120 | -49 | -29.0% | -$1.73万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3.99万 | 0.02% | 107 | 50 | 87.7% | $1.87万 | 加仓 |
| HD | HOME DEPOT INC COM | $3.99万 | 0.02% | 113 | 50 | 79.4% | $1.76万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.87万 | 0.02% | 1,220 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC COM | $3.78万 | 0.02% | 4,442 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $3.78万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $3.77万 | 0.02% | 398 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3.67万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| CBC | CENTRAL BANCOMPANY COM CL A | $3.45万 | 0.02% | 1,135 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.34万 | 0.02% | 579 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $3.33万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.24万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.15万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $3.04万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.90万 | 0.01% | 69 | 14 | 25.5% | $5,875 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.86万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.81万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.66万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $2.62万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $2.56万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $2.56万 | 0.01% | 752 | 300 | 66.4% | $1.02万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2.46万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.37万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $2.28万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.19万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $2.17万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $2.08万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND LP | $1.98万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $1.97万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1.96万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.95万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.94万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $1.83万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1.79万 | 0.01% | 865 | 1 | 0.1% | $21 | 加仓 |
| NFLX | NETFLIX INC. COM | $1.78万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $1.78万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.72万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |