IFG Advisors, LLC
ST. LOUIS MO · SEC CIK 0001783412
$6.11亿2026Q1 申报市值
149持仓数
62.1%前十大占比 · 第一大 12.8%
6 / 6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
VYM 新建仓+$985.04万
VOO 加仓+$609.74万
SPY 加仓+$485.41万
QQQM 加仓+$144.05万
IJH 加仓+$126.50万
2026Q1 卖出最多 按季末市值估算
DVY 减仓-$820.78万
MDY 减仓-$83.14万
BSV 减仓-$59.06万
VEA 减仓-$27.93万
RSPT 清仓-$27.13万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $105.90万 | 0.17% | 2,970 | 6 | 0.2% | $2,139 | 加仓 |
| ABBV | ABBVIE INC | $106.57万 | 0.17% | 4,900 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $109.06万 | 0.18% | 1,095 | 1 | 0.1% | $996 | 加仓 |
| TSLA | TESLA INC | $110.74万 | 0.18% | 2,979 | -87 | -2.8% | -$3.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $111.05万 | 0.18% | 24,327 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $116.95万 | 0.19% | 4,784 | 143 | 3.1% | $3.50万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $120.99万 | 0.20% | 56,302 | -791 | -1.4% | -$1.70万 | 减仓 |
| MS | MORGAN STANLEY | $125.60万 | 0.21% | 7,632 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $129.59万 | 0.21% | 4,284 | 43 | 1.0% | $1.30万 | 加仓 |
| GOOG | ALPHABET INC | $137.76万 | 0.23% | 4,802 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $142.52万 | 0.23% | 8,620 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $151.57万 | 0.25% | 11,147 | 57 | 0.5% | $7,750 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $152.93万 | 0.25% | 24,489 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $154.92万 | 0.25% | 15,933 | -359 | -2.2% | -$3.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.08万 | 0.26% | 3,278 | 73 | 2.3% | $3.50万 | 加仓 |
| SUB | ISHARES TR | $166.47万 | 0.27% | 15,631 | 254 | 1.7% | $2.71万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $166.92万 | 0.27% | 49,139 | -3,150 | -6.0% | -$10.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $172.16万 | 0.28% | 5,366 | 189 | 3.7% | $6.06万 | 加仓 |
| META | META PLATFORMS INC | $181.49万 | 0.30% | 3,172 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $186.45万 | 0.31% | 10,221 | 1 | 0.0% | $182 | 加仓 |
| IWM | ISHARES TR | $186.64万 | 0.31% | 7,526 | 324 | 4.5% | $8.03万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $196.37万 | 0.32% | 40,523 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $203.95万 | 0.33% | 7,102 | 104 | 1.5% | $2.99万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $213.14万 | 0.35% | 44,111 | -1,847 | -4.0% | -$8.92万 | 减仓 |
| IWF | ISHARES TR | $217.06万 | 0.36% | 5,091 | -39 | -0.8% | -$1.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $232.43万 | 0.38% | 6,279 | -12 | -0.2% | -$4,442 | 减仓 |
| AMZN | AMAZON COM INC | $233.25万 | 0.38% | 11,199 | 9 | 0.1% | $1,875 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $239.76万 | 0.39% | 117,472 | 12,999 | 12.4% | $26.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $258.55万 | 0.42% | 8,789 | 16 | 0.2% | $4,707 | 加仓 |
| MUB | ISHARES TR | $270.80万 | 0.44% | 25,511 | 1,602 | 6.7% | $17.01万 | 加仓 |
| BSVO | EA SERIES TRUST | $270.81万 | 0.44% | 106,742 | -1,555 | -1.4% | -$3.95万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $312.03万 | 0.51% | 39,363 | 14,575 | 58.8% | $115.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $334.09万 | 0.55% | 9,889 | 26 | 0.3% | $8,784 | 加仓 |
| — | EXXON MOBIL CORP | $346.14万 | 0.57% | 20,402 | 718 | 3.6% | $12.18万 | 加仓 |
| GOOGL | ALPHABET INC | $372.52万 | 0.61% | 12,954 | 183 | 1.4% | $5.26万 | 加仓 |
| HYG | ISHARES TR | $421.14万 | 0.69% | 52,933 | -1,912 | -3.5% | -$15.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $482.15万 | 0.79% | 18,408 | 247 | 1.4% | $6.47万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $545.86万 | 0.89% | 11,785 | -311 | -2.6% | -$14.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $556.37万 | 0.91% | 31,902 | 480 | 1.5% | $8.37万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $631.72万 | 1.03% | 71,220 | 7,426 | 11.6% | $65.87万 | 加仓 |
| CTAS | CINTAS CORP | $661.60万 | 1.08% | 39,116 | 2 | 0.0% | $338 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $690.30万 | 1.13% | 177,637 | -6,815 | -3.7% | -$26.48万 | 减仓 |
| SCZ | ISHARES TR | $827.06万 | 1.35% | 105,479 | 4,902 | 4.9% | $38.44万 | 加仓 |
| DVY | ISHARES TR | $926.70万 | 1.52% | 61,205 | -54,209 | -47.0% | -$820.78万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $949.98万 | 1.56% | 123,086 | 13,073 | 11.9% | $100.90万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $985.04万 | 1.61% | 66,512 | 66,512 | — | $985.04万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $996.22万 | 1.63% | 127,053 | -7,532 | -5.6% | -$59.06万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,026.55万 | 1.68% | 70,413 | -1,075 | -1.5% | -$15.67万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,222.79万 | 2.00% | 190,823 | -4,358 | -2.2% | -$27.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,229.36万 | 2.01% | 227,449 | 4,697 | 2.1% | $25.39万 | 加仓 |
| ICF | ISHARES TR | $1,454.32万 | 2.38% | 234,984 | -1,093 | -0.5% | -$6.76万 | 减仓 |
| AAPL | APPLE INC | $1,733.62万 | 2.84% | 68,309 | 35 | 0.1% | $8,883 | 加仓 |
| IJH | ISHARES TR | $2,020.01万 | 3.31% | 299,128 | 18,733 | 6.7% | $126.50万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,730.64万 | 4.47% | 44,274 | -1,348 | -3.0% | -$83.14万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,914.63万 | 4.77% | 122,659 | 6,062 | 5.2% | $144.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,732.07万 | 6.11% | 64,660 | -40 | -0.1% | -$2.31万 | 减仓 |
| IJR | ISHARES TR | $4,563.66万 | 7.47% | 367,119 | 5,736 | 1.6% | $71.30万 | 加仓 |
| EFA | ISHARES TR | $4,752.29万 | 7.78% | 489,271 | 8,113 | 1.7% | $78.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,172.68万 | 10.11% | 103,300 | 10,204 | 11.0% | $609.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,832.93万 | 12.83% | 120,444 | 7,464 | 6.6% | $485.41万 | 加仓 |