Investor's Fiduciary Advisor Network, LLC
SNOQUALMIE WA · SEC CIK 0002044901
$2.94亿2026Q2 申报市值
219持仓数
30.8%前十大占比 · 第一大 4.5%
18 / 72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
VTV 加仓+$196.92万
RSPT 加仓+$154.04万
VEA 加仓+$69.17万
MU 新建仓+$64.50万
VOO 加仓+$55.89万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$336.49万
DSI 减仓-$223.32万
LCTU 减仓-$216.65万
SPYM 清仓-$182.70万
EAGG 清仓-$170.70万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,333.90万 | 4.53% | 46,099 | -11,629 | -20.1% | -$336.49万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,259.20万 | 4.28% | 397,125 | -38,179 | -8.8% | -$121.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,195.10万 | 4.06% | 32,040 | -2,354 | -6.8% | -$87.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,081.20万 | 3.67% | 14,683 | -2,075 | -12.4% | -$152.80万 | 减仓 |
| CAT | CATERPILLAR INC | $999.50万 | 3.39% | 9,387 | -158 | -1.7% | -$16.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $749.70万 | 2.55% | 34,405 | 9,037 | 35.6% | $196.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $729.70万 | 2.48% | 79,637 | 1,350 | 1.7% | $12.37万 | 加仓 |
| AMZN | AMAZON COM INC | $657.70万 | 2.23% | 27,599 | -545 | -1.9% | -$12.99万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $543.20万 | 1.84% | 34,378 | -1,140 | -3.2% | -$18.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $506.60万 | 1.72% | 10,125 | -610 | -5.7% | -$30.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $454.70万 | 1.54% | 22,727 | -1,303 | -5.4% | -$26.07万 | 减仓 |
| ICOW | PACER FDS TR | $448.30万 | 1.52% | 107,701 | 4,506 | 4.4% | $18.76万 | 加仓 |
| O | REALTY INCOME CORP | $419.80万 | 1.43% | 67,764 | -9,750 | -12.6% | -$60.40万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $405.30万 | 1.38% | 34,067 | -2,293 | -6.3% | -$27.28万 | 减仓 |
| MRK | MERCK & CO INC | $402.90万 | 1.37% | 31,358 | -1,684 | -5.1% | -$21.64万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $363.30万 | 1.23% | 56,334 | 23,885 | 73.6% | $154.04万 | 加仓 |
| QUAL | ISHARES TR | $355.90万 | 1.21% | 16,220 | -6,166 | -27.5% | -$135.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $350.60万 | 1.19% | 5,106 | 814 | 19.0% | $55.89万 | 加仓 |
| IQLT | ISHARES TR | $333.90万 | 1.13% | 67,405 | 10,737 | 18.9% | $53.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $328.30万 | 1.11% | 17,232 | -4,885 | -22.1% | -$93.07万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $325.40万 | 1.11% | 45,021 | -6,256 | -12.2% | -$45.22万 | 减仓 |
| CALF | PACER FDS TR | $316.00万 | 1.07% | 62,453 | -416 | -0.7% | -$2.10万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $311.00万 | 1.06% | 62,215 | 3,399 | 5.8% | $16.99万 | 加仓 |
| V | VISA INC | $308.50万 | 1.05% | 8,992 | -911 | -9.2% | -$31.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $307.60万 | 1.04% | 41,907 | 229 | 0.5% | $1.68万 | 加仓 |
| AVGO | BROADCOM INC | $274.30万 | 0.93% | 7,262 | -2,650 | -26.7% | -$100.10万 | 减仓 |
| GOOG | ALPHABET INC | $265.10万 | 0.90% | 7,503 | -2,809 | -27.2% | -$99.25万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $264.00万 | 0.90% | 16,471 | -35 | -0.2% | -$5,610 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $259.60万 | 0.88% | 4,469 | -1,555 | -25.8% | -$90.33万 | 减仓 |
| EMXC | ISHARES INC | $252.10万 | 0.86% | 24,644 | 742 | 3.1% | $7.59万 | 加仓 |
| INTC | INTEL CORP | $243.50万 | 0.83% | 17,446 | -1,179 | -6.3% | -$16.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $239.20万 | 0.81% | 27,777 | -5,787 | -17.2% | -$49.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $238.20万 | 0.81% | 29,572 | -10,056 | -25.4% | -$81.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $236.40万 | 0.80% | 33,180 | 9,709 | 41.4% | $69.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $235.00万 | 0.80% | 79,853 | -6,777 | -7.8% | -$19.94万 | 减仓 |
| GOOGL | ALPHABET INC | $231.30万 | 0.79% | 6,473 | 296 | 4.8% | $10.58万 | 加仓 |
| MINT | PIMCO ETF TR | $225.90万 | 0.77% | 22,415 | 3,073 | 15.9% | $30.97万 | 加仓 |
| NNN | NNN REIT INC | $220.40万 | 0.75% | 47,377 | -11,027 | -18.9% | -$51.30万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $217.20万 | 0.74% | 36,365 | 603 | 1.7% | $3.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $216.60万 | 0.74% | 5,856 | 1,376 | 30.7% | $50.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $206.50万 | 0.70% | 2,208 | -146 | -6.2% | -$13.65万 | 减仓 |
| IRM | IRON MTN INC DEL | $205.50万 | 0.70% | 16,270 | -4,357 | -21.1% | -$55.03万 | 减仓 |
| CSCO | CISCO SYS INC | $204.70万 | 0.70% | 17,429 | -1,108 | -6.0% | -$13.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $204.50万 | 0.69% | 12,338 | -954 | -7.2% | -$15.81万 | 减仓 |
| DE | DEERE & CO | $203.70万 | 0.69% | 3,213 | -7 | -0.2% | -$4,438 | 减仓 |
| LLY | ELI LILLY & CO | $202.90万 | 0.69% | 1,692 | -85 | -4.8% | -$10.19万 | 减仓 |
| NOBL | PROSHARES TR | $202.20万 | 0.69% | 36,012 | -1,432 | -3.8% | -$8.04万 | 减仓 |
| VFH | VANGUARD WORLD FD | $187.60万 | 0.64% | 14,257 | -1,625 | -10.2% | -$21.38万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $187.20万 | 0.64% | 40,657 | 520 | 1.3% | $2.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $170.70万 | 0.58% | 6,725 | -454 | -6.3% | -$11.52万 | 减仓 |
| — | EXXON MOBIL CORP | $169.00万 | 0.57% | 12,368 | -393 | -3.1% | -$5.37万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $167.80万 | 0.57% | 27,311 | -8,919 | -24.6% | -$54.80万 | 减仓 |
| DGRO | ISHARES TR | $167.50万 | 0.57% | 22,102 | 136 | 0.6% | $1.03万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $161.70万 | 0.55% | 55,762 | -3,931 | -6.6% | -$11.40万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $158.10万 | 0.54% | 32,493 | 660 | 2.1% | $3.21万 | 加仓 |
| ICSH | ISHARES TR | $157.70万 | 0.54% | 31,183 | 3,613 | 13.1% | $18.27万 | 加仓 |
| IEMG | ISHARES INC | $149.10万 | 0.51% | 18,002 | -216 | -1.2% | -$1.79万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $144.30万 | 0.49% | 25,555 | -6,476 | -20.2% | -$36.57万 | 减仓 |
| SO | SOUTHERN CO | $137.70万 | 0.47% | 14,397 | -2,973 | -17.1% | -$28.44万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $135.50万 | 0.46% | 22,483 | 2,366 | 11.8% | $14.26万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $128.20万 | 0.44% | 5,279 | -1,068 | -16.8% | -$25.94万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $127.60万 | 0.43% | 26,486 | -1,941 | -6.8% | -$9.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $121.10万 | 0.41% | 32,945 | -1,174 | -3.4% | -$4.32万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $121.10万 | 0.41% | 3,621 | -436 | -10.7% | -$14.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $118.10万 | 0.40% | 8,058 | -161 | -2.0% | -$2.36万 | 减仓 |
| VHT | VANGUARD WORLD FD | $117.10万 | 0.40% | 3,919 | -1,078 | -21.6% | -$32.21万 | 减仓 |
| HD | HOME DEPOT INC | $116.90万 | 0.40% | 3,317 | -338 | -9.2% | -$11.91万 | 减仓 |
| USHY | ISHARES TR | $109.10万 | 0.37% | 29,491 | -123 | -0.4% | -$4,550 | 减仓 |
| MS | MORGAN STANLEY | $104.90万 | 0.36% | 5,022 | 40 | 0.8% | $8,355 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $104.80万 | 0.36% | 23,308 | -145 | -0.6% | -$6,520 | 减仓 |
| WMT | WALMART INC | $104.40万 | 0.35% | 9,220 | -293 | -3.1% | -$3.32万 | 减仓 |
| COWZ | PACER FDS TR | $103.20万 | 0.35% | 16,592 | -4,229 | -20.3% | -$26.30万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $101.20万 | 0.34% | 10,451 | -58 | -0.6% | -$5,616 | 减仓 |
| DHR | DANAHER CORP DEL | $98.70万 | 0.34% | 5,182 | 477 | 10.1% | $9.09万 | 加仓 |
| BX | BLACKSTONE INC | $95.40万 | 0.32% | 8,111 | 262 | 3.3% | $3.08万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $94.70万 | 0.32% | 24,609 | -966 | -3.8% | -$3.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $93.10万 | 0.32% | 22,007 | -3,223 | -12.8% | -$13.63万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $91.80万 | 0.31% | 10,744 | 5,514 | 105.4% | $47.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $90.20万 | 0.31% | 1,771 | 118 | 7.1% | $6.01万 | 加仓 |
| GLW | CORNING INC | $89.20万 | 0.30% | 3,494 | -576 | -14.2% | -$14.70万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $88.10万 | 0.30% | 8,228 | -793 | -8.8% | -$8.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $87.60万 | 0.30% | 3,932 | -7 | -0.2% | -$1,560 | 减仓 |
| TSLA | TESLA INC | $87.10万 | 0.30% | 2,071 | -107 | -4.9% | -$4.50万 | 减仓 |
| ABBV | ABBVIE INC | $86.30万 | 0.29% | 3,431 | -209 | -5.7% | -$5.26万 | 减仓 |
| AMGN | AMGEN INC | $81.00万 | 0.28% | 2,237 | -291 | -11.5% | -$10.54万 | 减仓 |
| PFE | PFIZER INC | $80.50万 | 0.27% | 33,462 | -9,533 | -22.2% | -$22.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $78.90万 | 0.27% | 1,823 | -280 | -13.3% | -$12.12万 | 减仓 |
| UNP | UNION PAC CORP | $78.70万 | 0.27% | 2,894 | -35 | -1.2% | -$9,518 | 减仓 |
| KO | COCA COLA CO | $78.60万 | 0.27% | 9,675 | -653 | -6.3% | -$5.30万 | 减仓 |
| WFC | WELLS FARGO & CO | $77.00万 | 0.26% | 9,323 | -257 | -2.7% | -$2.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.30万 | 0.26% | 1,599 | -37 | -2.3% | -$1.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $74.10万 | 0.25% | 6,902 | -1,875 | -21.4% | -$20.13万 | 减仓 |
| IXJ | ISHARES TR | $70.30万 | 0.24% | 7,147 | -79 | -1.1% | -$7,771 | 减仓 |
| IGF | ISHARES TR | $68.00万 | 0.23% | 10,222 | -491 | -4.6% | -$3.27万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $67.20万 | 0.23% | 4,239 | -671 | -13.7% | -$10.64万 | 减仓 |
| PEP | PEPSICO INC | $67.10万 | 0.23% | 4,963 | -375 | -7.0% | -$5.07万 | 减仓 |
| EXI | ISHARES TR | $65.90万 | 0.22% | 3,288 | -58 | -1.7% | -$1.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $65.10万 | 0.22% | 901 | -389 | -30.2% | -$28.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.50万 | 0.22% | 559 | 559 | — | $64.50万 | 新建仓 |
| META | META PLATFORMS INC | $64.00万 | 0.22% | 1,136 | -349 | -23.5% | -$19.66万 | 减仓 |