Investor's Fiduciary Advisor Network, LLC
SNOQUALMIE WA · SEC CIK 0002044901
$3.26亿2026Q1 申报市值
270持仓数
26.2%前十大占比 · 第一大 4.5%
40 / 40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
ICOW 加仓+$305.67万
CHD 新建仓+$98.00万
VEA 加仓+$82.82万
CORO 新建仓+$75.90万
GOVT 加仓+$70.57万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$2,851.68万
SCHV 清仓-$1,263.90万
DIA 清仓-$1,198.70万
QUAL 减仓-$1,191.75万
DYNF 减仓-$853.17万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -426,852 | -100.0% | -$1,263.90万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -24,945 | -100.0% | -$1,198.70万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -114,897 | -100.0% | -$552.70万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -49,776 | -100.0% | -$447.90万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | -64,238 | -100.0% | -$309.40万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -26,786 | -100.0% | -$273.10万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -95,569 | -100.0% | -$272.70万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -103,952 | -100.0% | -$237.70万 | 清仓 |
| IBTH | ISHARES TR | $0 | 0.00% | 0 | -102,317 | -100.0% | -$229.90万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -36,610 | -100.0% | -$174.90万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -25,271 | -100.0% | -$127.00万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -21,296 | -100.0% | -$126.20万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,468 | -100.0% | -$99.80万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -6,713 | -100.0% | -$94.60万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -2,336 | -100.0% | -$90.30万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -2,308 | -100.0% | -$90.20万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,013 | -100.0% | -$84.10万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -10,549 | -100.0% | -$77.50万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,158 | -100.0% | -$65.10万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -14,455 | -100.0% | -$55.40万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -5,952 | -100.0% | -$50.80万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -3,236 | -100.0% | -$48.60万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -208 | -100.0% | -$44.70万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,079 | -100.0% | -$42.10万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -4,125 | -100.0% | -$41.40万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -11,553 | -100.0% | -$40.40万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,375 | -100.0% | -$36.30万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -2,847 | -100.0% | -$36.00万 | 清仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $0 | 0.00% | 0 | -5,795 | -100.0% | -$33.30万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,944 | -100.0% | -$28.30万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -449 | -100.0% | -$25.60万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,239 | -100.0% | -$25.40万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -4,771 | -100.0% | -$23.30万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -3,249 | -100.0% | -$23.20万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -4,114 | -100.0% | -$23.10万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,603 | -100.0% | -$22.60万 | 清仓 |
| TGRW | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -4,551 | -100.0% | -$20.90万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,054 | -100.0% | -$20.00万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,100 | -100.0% | -$14.60万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -10,869 | -100.0% | -$2.80万 | 清仓 |
| IVVD | INVIVYD INC | $2.20万 | 0.01% | 17,020 | 17,020 | — | $2.20万 | 新建仓 |
| INFQ | INFLEQTION INC | $9.80万 | 0.03% | 10,031 | 10,031 | — | $9.80万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $12.30万 | 0.04% | 13,176 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $16.60万 | 0.05% | 12,205 | 847 | 7.5% | $1.15万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $20.00万 | 0.06% | 10,898 | -6,410 | -37.0% | -$11.76万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $20.30万 | 0.06% | 1,269 | 1,269 | — | $20.30万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $20.30万 | 0.06% | 1,767 | 1,767 | — | $20.30万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $20.40万 | 0.06% | 2,968 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $20.70万 | 0.06% | 2,064 | -5,517 | -72.8% | -$55.33万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $20.80万 | 0.06% | 5,460 | 5,460 | — | $20.80万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $21.00万 | 0.06% | 7,007 | 7,007 | — | $21.00万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $21.10万 | 0.06% | 976 | 976 | — | $21.10万 | 新建仓 |
| QGRW | WISDOMTREE TR | $21.30万 | 0.07% | 3,994 | 140 | 3.6% | $7,466 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.40万 | 0.07% | 1,239 | 1,239 | — | $21.40万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $21.50万 | 0.07% | 3,737 | -232 | -5.8% | -$1.33万 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $21.70万 | 0.07% | 2,285 | 2,285 | — | $21.70万 | 新建仓 |
| REET | ISHARES TR | $21.80万 | 0.07% | 8,705 | 8,705 | — | $21.80万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $22.00万 | 0.07% | 4,471 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $22.10万 | 0.07% | 2,213 | 126 | 6.0% | $1.26万 | 加仓 |
| ETR | ENTERGY CORP NEW | $22.20万 | 0.07% | 1,979 | 1,979 | — | $22.20万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $22.40万 | 0.07% | 2,927 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.40万 | 0.07% | 265 | 265 | — | $22.40万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $22.60万 | 0.07% | 5,500 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.70万 | 0.07% | 842 | -220 | -20.7% | -$5.93万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $22.70万 | 0.07% | 2,454 | 2,454 | — | $22.70万 | 新建仓 |
| — | VANECK ETF TRUST | $22.80万 | 0.07% | 910 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.90万 | 0.07% | 263 | 263 | — | $22.90万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $23.10万 | 0.07% | 2,567 | -400 | -13.5% | -$3.60万 | 减仓 |
| IDU | ISHARES TR | $23.20万 | 0.07% | 2,000 | 2,000 | — | $23.20万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.20万 | 0.07% | 1,978 | 1,978 | — | $24.20万 | 新建仓 |
| ORCL | ORACLE CORP | $24.60万 | 0.08% | 1,674 | -535 | -24.2% | -$7.86万 | 减仓 |
| CTAS | CINTAS CORP | $24.80万 | 0.08% | 1,468 | 1,468 | — | $24.80万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.00万 | 0.08% | 1,191 | 180 | 17.8% | $3.78万 | 加仓 |
| EFAV | ISHARES TR | $25.20万 | 0.08% | 2,767 | -250 | -8.3% | -$2.28万 | 减仓 |
| IWD | ISHARES TR | $25.20万 | 0.08% | 1,183 | 4 | 0.3% | $852 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.30万 | 0.08% | 4,698 | -133,546 | -96.6% | -$719.18万 | 减仓 |
| MGC | VANGUARD WORLD FD | $25.40万 | 0.08% | 1,077 | -115 | -9.6% | -$2.71万 | 减仓 |
| CMI | CUMMINS INC | $25.40万 | 0.08% | 474 | -45 | -8.7% | -$2.41万 | 减仓 |
| VGT | VANGUARD WORLD FD | $26.10万 | 0.08% | 375 | -10 | -2.6% | -$6,960 | 减仓 |
| USB | US BANCORP | $26.10万 | 0.08% | 5,028 | 854 | 20.5% | $4.43万 | 加仓 |
| CTVA | CORTEVA INC | $26.30万 | 0.08% | 3,145 | -133 | -4.1% | -$1.11万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $26.40万 | 0.08% | 10,844 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $26.60万 | 0.08% | 620 | 55 | 9.7% | $2.36万 | 加仓 |
| AZO | AUTOZONE INC | $26.60万 | 0.08% | 79 | 79 | — | $26.60万 | 新建仓 |
| ITOT | ISHARES TR | $27.00万 | 0.08% | 1,901 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.10万 | 0.08% | 4,567 | 177 | 4.0% | $1.05万 | 加仓 |
| NUMV | NUSHARES ETF TR | $27.30万 | 0.08% | 7,051 | -702 | -9.1% | -$2.72万 | 减仓 |
| VDE | VANGUARD WORLD FD | $27.40万 | 0.08% | 1,588 | 1,588 | — | $27.40万 | 新建仓 |
| DLN | WISDOMTREE TR | $27.50万 | 0.08% | 3,079 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.50万 | 0.08% | 797 | 9 | 1.1% | $3,105 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.50万 | 0.08% | 635 | 635 | — | $27.50万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $28.10万 | 0.09% | 163 | 163 | — | $28.10万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.30万 | 0.09% | 1,014 | 301 | 42.2% | $8.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.40万 | 0.09% | 1,399 | 1,399 | — | $28.40万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.40万 | 0.09% | 1,235 | 1,235 | — | $28.40万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $29.10万 | 0.09% | 4,841 | 4,841 | — | $29.10万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $29.50万 | 0.09% | 2,612 | 0 | 0.0% | — | 不变 |