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 |
|---|---|---|---|---|---|---|---|---|
| QTEC | FIRST TR EXCHANGE-TRADED FD | $87.60万 | 0.27% | 4,057 | -100 | -2.4% | -$2.16万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $86.30万 | 0.26% | 8,777 | -638 | -6.8% | -$6.27万 | 减仓 |
| META | META PLATFORMS INC | $84.90万 | 0.26% | 1,485 | -414 | -21.8% | -$23.67万 | 减仓 |
| ESGD | ISHARES TR | $84.10万 | 0.26% | 8,805 | -713 | -7.5% | -$6.81万 | 减仓 |
| PEP | PEPSICO INC | $82.90万 | 0.25% | 5,338 | 283 | 5.6% | $4.40万 | 加仓 |
| INTC | INTEL CORP | $82.10万 | 0.25% | 18,625 | -68 | -0.4% | -$2,997 | 减仓 |
| MS | MORGAN STANLEY | $81.90万 | 0.25% | 4,982 | 70 | 1.4% | $1.15万 | 加仓 |
| TSLA | TESLA INC | $80.90万 | 0.25% | 2,178 | 982 | 82.1% | $36.48万 | 加仓 |
| ABBV | ABBVIE INC | $79.10万 | 0.24% | 3,640 | -105 | -2.8% | -$2.28万 | 减仓 |
| VB | VANGUARD INDEX FDS | $78.80万 | 0.24% | 3,012 | 48 | 1.6% | $1.26万 | 加仓 |
| KO | COCA COLA CO | $78.50万 | 0.24% | 10,328 | -455 | -4.2% | -$3.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $76.20万 | 0.23% | 9,580 | 42 | 0.4% | $3,341 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $75.90万 | 0.23% | 23,629 | 23,629 | — | $75.90万 | 新建仓 |
| IVV | ISHARES TR | $72.70万 | 0.22% | 1,114 | -330 | -22.9% | -$21.54万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $71.90万 | 0.22% | 4,910 | -12 | -0.2% | -$1,757 | 减仓 |
| IGF | ISHARES TR | $71.70万 | 0.22% | 10,713 | 4,650 | 76.7% | $31.12万 | 加仓 |
| BLK | BLACKROCK INC | $71.30万 | 0.22% | 742 | -70 | -8.6% | -$6.73万 | 减仓 |
| EFV | ISHARES TR | $71.10万 | 0.22% | 9,568 | -7,977 | -45.5% | -$59.28万 | 减仓 |
| UNP | UNION PAC CORP | $71.00万 | 0.22% | 2,929 | -111 | -3.7% | -$2.69万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $70.70万 | 0.22% | 42,596 | 22,618 | 113.2% | $37.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $70.10万 | 0.21% | 2,951 | 1,429 | 93.9% | $33.95万 | 加仓 |
| ACWX | ISHARES TR | $69.70万 | 0.21% | 10,193 | 10,193 | — | $69.70万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $69.40万 | 0.21% | 6,199 | -212 | -3.3% | -$2.37万 | 减仓 |
| IJH | ISHARES TR | $69.00万 | 0.21% | 10,227 | -1,265 | -11.0% | -$8.53万 | 减仓 |
| EVUS | ISHARES TR | $67.90万 | 0.21% | 21,338 | -749 | -3.4% | -$2.38万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $67.70万 | 0.21% | 14,689 | 1,280 | 9.5% | $5.90万 | 加仓 |
| IXJ | ISHARES TR | $67.50万 | 0.21% | 7,226 | 797 | 12.4% | $7.44万 | 加仓 |
| SLB | SLB LIMITED | $65.80万 | 0.20% | 12,812 | -104 | -0.8% | -$5,341 | 减仓 |
| LOW | LOWES COS INC | $65.70万 | 0.20% | 2,781 | 117 | 4.4% | $2.76万 | 加仓 |
| MCD | MCDONALDS CORP | $64.90万 | 0.20% | 2,089 | -28 | -1.3% | -$8,699 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $64.20万 | 0.20% | 16,365 | -3,612 | -18.1% | -$14.17万 | 减仓 |
| VPU | VANGUARD WORLD FD | $64.10万 | 0.20% | 3,238 | -300 | -8.5% | -$5.94万 | 减仓 |
| IWY | ISHARES TR | $63.20万 | 0.19% | 2,542 | 1,066 | 72.2% | $26.50万 | 加仓 |
| BAC | BANK AMERICA CORP | $61.90万 | 0.19% | 12,717 | 465 | 3.8% | $2.26万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $61.00万 | 0.19% | 18,515 | -1,278 | -6.5% | -$4.21万 | 减仓 |
| IJR | ISHARES TR | $60.70万 | 0.19% | 4,884 | -2,897 | -37.2% | -$36.00万 | 减仓 |
| EXI | ISHARES TR | $60.50万 | 0.19% | 3,346 | 310 | 10.2% | $5.61万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $60.10万 | 0.18% | 13,767 | -289 | -2.1% | -$1.26万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $59.60万 | 0.18% | 16,465 | -269 | -1.6% | -$9,737 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.20万 | 0.18% | 7,355 | 774 | 11.8% | $6.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $59.00万 | 0.18% | 6,673 | -744 | -10.0% | -$6.58万 | 减仓 |
| ALL | ALLSTATE CORP | $58.40万 | 0.18% | 2,818 | 262 | 10.3% | $5.43万 | 加仓 |
| NFLX | NETFLIX INC. | $57.70万 | 0.18% | 6,002 | 257 | 4.5% | $2.47万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.50万 | 0.18% | 6,984 | 120 | 1.7% | $9,880 | 加仓 |
| RTX | RTX CORPORATION | $55.80万 | 0.17% | 2,893 | -212 | -6.8% | -$4.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $55.70万 | 0.17% | 9,108 | 614 | 7.2% | $3.75万 | 加仓 |
| GLW | CORNING INC | $55.30万 | 0.17% | 4,070 | -357 | -8.1% | -$4.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.20万 | 0.17% | 1,636 | 245 | 17.6% | $8.27万 | 加仓 |
| IEFA | ISHARES TR | $54.30万 | 0.17% | 6,005 | -1,314 | -18.0% | -$11.88万 | 减仓 |
| NULV | NUSHARES ETF TR | $54.10万 | 0.17% | 11,899 | -1,460 | -10.9% | -$6.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.30万 | 0.16% | 8,801 | 253 | 3.0% | $1.53万 | 加仓 |
| SHLD | GLOBAL X FDS | $53.10万 | 0.16% | 7,503 | -26,490 | -77.9% | -$187.47万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $52.20万 | 0.16% | 4,714 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $51.90万 | 0.16% | 6,881 | 6,881 | — | $51.90万 | 新建仓 |
| — | HONEYWELL INTL INC | $51.80万 | 0.16% | 2,292 | -425 | -15.6% | -$9.61万 | 减仓 |
| SYK | STRYKER CORPORATION | $49.90万 | 0.15% | 1,520 | 169 | 12.5% | $5.55万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $48.10万 | 0.15% | 1,590 | -112 | -6.6% | -$3.39万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $48.10万 | 0.15% | 13,595 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $47.50万 | 0.15% | 6,321 | 56 | 0.9% | $4,208 | 加仓 |
| T | AT&T INC | $47.50万 | 0.15% | 16,416 | 3,163 | 23.9% | $9.15万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $47.40万 | 0.15% | 6,950 | 1,397 | 25.2% | $9.53万 | 加仓 |
| IUSG | ISHARES TR | $47.00万 | 0.14% | 3,035 | -96 | -3.1% | -$1.49万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $46.60万 | 0.14% | 9,147 | 9,147 | — | $46.60万 | 新建仓 |
| IAGG | ISHARES TR | $46.10万 | 0.14% | 9,232 | -45 | -0.5% | -$2,247 | 减仓 |
| WK | WORKIVA INC | $45.00万 | 0.14% | 7,560 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $44.90万 | 0.14% | 8,663 | -1,471 | -14.5% | -$7.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.90万 | 0.14% | 2,103 | -572 | -21.4% | -$12.21万 | 减仓 |
| VDC | VANGUARD WORLD FD | $44.70万 | 0.14% | 1,992 | 1,992 | — | $44.70万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $44.30万 | 0.14% | 2,650 | 80 | 3.1% | $1.34万 | 加仓 |
| AMAT | APPLIED MATLS INC | $44.00万 | 0.13% | 1,290 | 127 | 10.9% | $4.33万 | 加仓 |
| SBUX | STARBUCKS CORP | $43.50万 | 0.13% | 4,860 | -371 | -7.1% | -$3.32万 | 减仓 |
| RKLB | ROCKET LAB CORP | $43.30万 | 0.13% | 6,756 | 6 | 0.1% | $385 | 加仓 |
| MXI | ISHARES TR | $43.30万 | 0.13% | 4,083 | -200 | -4.7% | -$2.12万 | 减仓 |
| NULG | NUSHARES ETF TR | $42.60万 | 0.13% | 4,692 | -569 | -10.8% | -$5.17万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $42.60万 | 0.13% | 10,391 | 10,391 | — | $42.60万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.80万 | 0.13% | 1,727 | -585 | -25.3% | -$14.16万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $41.30万 | 0.13% | 8,301 | 8,301 | — | $41.30万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $40.30万 | 0.12% | 5,230 | -2,445 | -31.9% | -$18.84万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $40.00万 | 0.12% | 4,519 | -173 | -3.7% | -$1.53万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.30万 | 0.12% | 7,872 | 7,872 | — | $39.30万 | 新建仓 |
| IQDG | WISDOMTREE TR | $38.90万 | 0.12% | 9,692 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $38.90万 | 0.12% | 1,570 | 220 | 16.3% | $5.45万 | 加仓 |
| SYY | SYSCO CORP | $38.60万 | 0.12% | 5,418 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $37.80万 | 0.12% | 15,100 | -759 | -4.8% | -$1.90万 | 减仓 |
| CSX | CSX CORP | $37.80万 | 0.12% | 9,212 | -337 | -3.5% | -$1.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.60万 | 0.12% | 1,753 | -7 | -0.4% | -$1,501 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $37.40万 | 0.11% | 3,885 | 2 | 0.1% | $193 | 加仓 |
| GE | GE AEROSPACE | $37.30万 | 0.11% | 1,317 | 60 | 4.8% | $1.70万 | 加仓 |
| XEL | XCEL ENERGY INC | $36.80万 | 0.11% | 4,645 | 4,645 | — | $36.80万 | 新建仓 |
| MCK | MCKESSON CORP | $36.50万 | 0.11% | 423 | 423 | — | $36.50万 | 新建仓 |
| — | TIDAL TRUST III | $36.40万 | 0.11% | 20,998 | -625 | -2.9% | -$1.08万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.30万 | 0.11% | 2,772 | 2,772 | — | $36.30万 | 新建仓 |
| IWF | ISHARES TR | $35.90万 | 0.11% | 843 | -1,307 | -60.8% | -$55.66万 | 减仓 |
| QCOM | QUALCOMM INC | $35.90万 | 0.11% | 2,794 | 2 | 0.1% | $257 | 加仓 |
| VXF | VANGUARD INDEX FDS | $35.70万 | 0.11% | 1,735 | -1 | -0.1% | -$206 | 减仓 |
| IUSV | ISHARES TR | $35.60万 | 0.11% | 3,486 | -7 | -0.2% | -$715 | 减仓 |
| COR | CENCORA INC | $35.20万 | 0.11% | 1,121 | 1,121 | — | $35.20万 | 新建仓 |
| ADBE | ADOBE INC | $34.80万 | 0.11% | 1,434 | 562 | 64.4% | $13.64万 | 加仓 |
| BA | BOEING CO | $34.60万 | 0.11% | 1,743 | 98 | 6.0% | $1.95万 | 加仓 |
| SRE | SEMPRA | $34.10万 | 0.10% | 3,515 | 0 | 0.0% | — | 不变 |