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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $75.90万 | 0.23% | 23,629 | 23,629 | — | $75.90万 | 新建仓 |
| WFC | WELLS FARGO & CO | $76.20万 | 0.23% | 9,580 | 42 | 0.4% | $3,341 | 加仓 |
| KO | COCA COLA CO | $78.50万 | 0.24% | 10,328 | -455 | -4.2% | -$3.46万 | 减仓 |
| VB | VANGUARD INDEX FDS | $78.80万 | 0.24% | 3,012 | 48 | 1.6% | $1.26万 | 加仓 |
| ABBV | ABBVIE INC | $79.10万 | 0.24% | 3,640 | -105 | -2.8% | -$2.28万 | 减仓 |
| TSLA | TESLA INC | $80.90万 | 0.25% | 2,178 | 982 | 82.1% | $36.48万 | 加仓 |
| MS | MORGAN STANLEY | $81.90万 | 0.25% | 4,982 | 70 | 1.4% | $1.15万 | 加仓 |
| INTC | INTEL CORP | $82.10万 | 0.25% | 18,625 | -68 | -0.4% | -$2,997 | 减仓 |
| PEP | PEPSICO INC | $82.90万 | 0.25% | 5,338 | 283 | 5.6% | $4.40万 | 加仓 |
| ESGD | ISHARES TR | $84.10万 | 0.26% | 8,805 | -713 | -7.5% | -$6.81万 | 减仓 |
| META | META PLATFORMS INC | $84.90万 | 0.26% | 1,485 | -414 | -21.8% | -$23.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $86.30万 | 0.26% | 8,777 | -638 | -6.8% | -$6.27万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $87.60万 | 0.27% | 4,057 | -100 | -2.4% | -$2.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.70万 | 0.27% | 1,350 | -3,535 | -72.4% | -$229.64万 | 减仓 |
| AMGN | AMGEN INC | $88.90万 | 0.27% | 2,528 | -331 | -11.6% | -$11.64万 | 减仓 |
| DHR | DANAHER CORP DEL | $89.10万 | 0.27% | 4,705 | -149 | -3.1% | -$2.82万 | 减仓 |
| BX | BLACKSTONE INC | $90.20万 | 0.28% | 7,849 | 112 | 1.4% | $1.29万 | 加仓 |
| WM | WASTE MGMT INC DEL | $90.50万 | 0.28% | 3,939 | 27 | 0.7% | $6,203 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $92.20万 | 0.28% | 8,569 | 4,721 | 122.7% | $50.80万 | 加仓 |
| MUB | ISHARES TR | $96.20万 | 0.29% | 9,066 | 437 | 5.1% | $4.64万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $97.90万 | 0.30% | 21,353 | -721 | -3.3% | -$3.31万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $98.00万 | 0.30% | 10,509 | 10,509 | — | $98.00万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $99.90万 | 0.31% | 1,653 | 799 | 93.6% | $48.29万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $100.00万 | 0.31% | 9,021 | -221 | -2.4% | -$2.45万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $101.00万 | 0.31% | 25,575 | -2,093 | -7.6% | -$8.27万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $101.20万 | 0.31% | 10,777 | -1,434 | -11.7% | -$13.47万 | 减仓 |
| MBB | ISHARES TR | $105.70万 | 0.32% | 11,140 | 112 | 1.0% | $1.06万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $105.90万 | 0.32% | 23,453 | 2,208 | 10.4% | $9.97万 | 加仓 |
| ESGE | ISHARES INC | $107.20万 | 0.33% | 23,582 | -1,717 | -6.8% | -$7.81万 | 减仓 |
| USHY | ISHARES TR | $109.00万 | 0.33% | 29,614 | 3,325 | 12.6% | $12.24万 | 加仓 |
| USXF | ISHARES TR | $109.40万 | 0.34% | 19,832 | -20 | -0.1% | -$1,103 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $111.10万 | 0.34% | 20,117 | -120 | -0.6% | -$6,627 | 减仓 |
| WMT | WALMART INC | $118.20万 | 0.36% | 9,513 | 566 | 6.3% | $7.03万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $118.70万 | 0.36% | 8,219 | 18 | 0.2% | $2,600 | 加仓 |
| HD | HOME DEPOT INC | $120.20万 | 0.37% | 3,655 | 164 | 4.7% | $5.39万 | 加仓 |
| PFE | PFIZER INC | $120.70万 | 0.37% | 42,995 | -3,910 | -8.3% | -$10.98万 | 减仓 |
| IUSB | ISHARES TR | $122.10万 | 0.37% | 26,435 | -2,366 | -8.2% | -$10.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.50万 | 0.38% | 6,024 | -839 | -12.2% | -$17.06万 | 减仓 |
| GOVT | ISHARES TR | $125.20万 | 0.38% | 54,668 | 30,816 | 129.2% | $70.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $126.60万 | 0.39% | 25,230 | -2,792 | -10.0% | -$14.01万 | 减仓 |
| IEMG | ISHARES INC | $127.00万 | 0.39% | 18,218 | -7,399 | -28.9% | -$51.58万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $129.10万 | 0.40% | 34,119 | 144 | 0.4% | $5,449 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $129.70万 | 0.40% | 4,411 | 24 | 0.5% | $7,057 | 加仓 |
| COWZ | PACER FDS TR | $130.20万 | 0.40% | 20,821 | 6,974 | 50.4% | $43.61万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $133.60万 | 0.41% | 28,427 | -221 | -0.8% | -$1.04万 | 减仓 |
| VHT | VANGUARD WORLD FD | $136.00万 | 0.42% | 4,997 | -32 | -0.6% | -$8,709 | 减仓 |
| VBR | VANGUARD INDEX FDS | $137.80万 | 0.42% | 6,347 | -863 | -12.0% | -$18.74万 | 减仓 |
| ICSH | ISHARES TR | $139.50万 | 0.43% | 27,570 | 10,275 | 59.4% | $51.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $143.70万 | 0.44% | 4,480 | 53 | 1.2% | $1.70万 | 加仓 |
| CSCO | CISCO SYS INC | $143.80万 | 0.44% | 18,537 | 495 | 2.7% | $3.84万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $146.80万 | 0.45% | 32,449 | 504 | 1.6% | $2.28万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $148.40万 | 0.45% | 25,511 | -146,666 | -85.2% | -$853.17万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $149.20万 | 0.46% | 64,256 | 54 | 0.1% | $1,254 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.40万 | 0.46% | 23,471 | 12,924 | 122.5% | $82.82万 | 加仓 |
| IVE | ISHARES TR | $152.10万 | 0.47% | 7,208 | -7,455 | -50.8% | -$157.31万 | 减仓 |
| DGRO | ISHARES TR | $154.10万 | 0.47% | 21,966 | 675 | 3.2% | $4.74万 | 加仓 |
| SUSC | ISHARES TR | $161.30万 | 0.49% | 69,754 | -11 | -0.0% | -$254 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $161.70万 | 0.50% | 31,833 | -537 | -1.7% | -$2.73万 | 减仓 |
| IVW | ISHARES TR | $161.90万 | 0.50% | 14,322 | -17,125 | -54.5% | -$193.59万 | 减仓 |
| LLY | ELI LILLY & CO | $163.40万 | 0.50% | 1,777 | -33 | -1.8% | -$3.03万 | 减仓 |
| ESGU | ISHARES TR | $164.90万 | 0.51% | 11,666 | -102 | -0.9% | -$1.44万 | 减仓 |
| SO | SOUTHERN CO | $167.60万 | 0.51% | 17,370 | 1,660 | 10.6% | $16.02万 | 加仓 |
| EAGG | ISHARES TR | $170.70万 | 0.52% | 35,905 | 2,050 | 6.1% | $9.75万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $174.10万 | 0.53% | 59,693 | 11,858 | 24.8% | $34.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $175.40万 | 0.54% | 7,179 | -1 | -0.0% | -$244 | 减仓 |
| GOOGL | ALPHABET INC | $177.60万 | 0.54% | 6,177 | -2 | -0.0% | -$575 | 减仓 |
| DE | DEERE & CO | $181.30万 | 0.56% | 3,220 | 45 | 1.4% | $2.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $181.50万 | 0.56% | 32,031 | -671 | -2.1% | -$3.80万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $182.70万 | 0.56% | 23,875 | 3,330 | 16.2% | $25.48万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $184.90万 | 0.57% | 40,137 | -1,137 | -2.8% | -$5.24万 | 减仓 |
| EMXC | ISHARES INC | $188.00万 | 0.58% | 23,902 | 2,439 | 11.4% | $19.18万 | 加仓 |
| VFH | VANGUARD WORLD FD | $191.80万 | 0.59% | 15,882 | -338 | -2.1% | -$4.08万 | 减仓 |
| MINT | PIMCO ETF TR | $194.50万 | 0.60% | 19,342 | 1,322 | 7.3% | $13.29万 | 加仓 |
| NOBL | PROSHARES TR | $198.40万 | 0.61% | 18,722 | -1,094 | -5.5% | -$11.59万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $201.10万 | 0.62% | 36,230 | 1,389 | 4.0% | $7.71万 | 加仓 |
| DSI | ISHARES TR | $208.90万 | 0.64% | 17,238 | -1,904 | -9.9% | -$23.07万 | 减仓 |
| IRM | IRON MTN INC DEL | $210.60万 | 0.65% | 20,627 | -2,096 | -9.2% | -$21.40万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $213.70万 | 0.65% | 35,762 | -295 | -0.8% | -$1.76万 | 减仓 |
| — | EXXON MOBIL CORP | $216.40万 | 0.66% | 12,761 | -1,733 | -12.0% | -$29.39万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $217.50万 | 0.67% | 31,025 | -2,013 | -6.1% | -$14.11万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $222.10万 | 0.68% | 86,630 | -5,023 | -5.5% | -$12.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $234.50万 | 0.72% | 2,354 | -75 | -3.1% | -$7.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $244.30万 | 0.75% | 5,594 | 294 | 5.5% | $12.84万 | 加仓 |
| NNN | NNN REIT INC | $245.40万 | 0.75% | 58,404 | -6,319 | -9.8% | -$26.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $256.40万 | 0.79% | 4,292 | -5,169 | -54.6% | -$308.79万 | 减仓 |
| IQLT | ISHARES TR | $261.90万 | 0.80% | 56,668 | 677 | 1.2% | $3.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $275.00万 | 0.84% | 13,292 | -2,469 | -15.7% | -$51.08万 | 减仓 |
| CALF | PACER FDS TR | $282.00万 | 0.86% | 62,869 | 600 | 1.0% | $2.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $284.50万 | 0.87% | 9,907 | -27,012 | -73.2% | -$775.71万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $293.90万 | 0.90% | 22,117 | -93 | -0.4% | -$1.24万 | 减仓 |
| GOOG | ALPHABET INC | $295.80万 | 0.91% | 10,312 | -942 | -8.4% | -$27.02万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $295.90万 | 0.91% | 58,816 | 11,106 | 23.3% | $55.87万 | 加仓 |
| V | VISA INC | $299.30万 | 0.92% | 9,903 | -655 | -6.2% | -$19.80万 | 减仓 |
| AVGO | BROADCOM INC | $306.70万 | 0.94% | 9,912 | -822 | -7.7% | -$25.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $306.90万 | 0.94% | 41,678 | 1,612 | 4.0% | $11.87万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $314.40万 | 0.96% | 51,277 | -10,217 | -16.6% | -$62.64万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $332.50万 | 1.02% | 16,506 | -78 | -0.5% | -$1.57万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $355.90万 | 1.09% | 36,360 | 356 | 1.0% | $3.48万 | 加仓 |
| MRK | MERCK & CO INC | $397.40万 | 1.22% | 33,042 | -403 | -1.2% | -$4.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $419.00万 | 1.28% | 24,030 | 1,829 | 8.2% | $31.89万 | 加仓 |