13F 机构持仓

IFC Advisors LLC

LOS ANGELES CA · SEC CIK 0002053348

2026Q22026Q1 更早 9 个季度 🔒
$7.88亿2026Q2 申报市值
179持仓数
58.0%前十大占比 · 第一大 16.4%
22 / 10新建仓 / 清仓
申报市值走势$7.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 16.4%
MGK 10.5%
CARY 7.8%
PREF 6.7%
VO 5.4%
GENI 3.1%
TXUE 2.2%
ACWI 2.1%
AAPL 2.0%
UYLD 1.7%

2026Q2 买入最多 按季末市值估算

PHYS 新建仓+$335.22万
FICO 新建仓+$305.98万
GENI 加仓+$284.39万
WY 新建仓+$276.05万
SGOV 加仓+$247.31万

2026Q2 卖出最多 按季末市值估算

PGR 减仓-$607.14万
NEE 清仓-$561.39万
UYLD 减仓-$229.18万
WTW 减仓-$92.13万
HON 减仓-$83.58万

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
MU MICRON TECHNOLOGY INC $96.15万0.12%833 833— $96.15万 新建仓
AMGN AMGEN INC $97.47万0.12%2,692 -59-2.1% -$2.14万 减仓
ABT ABBOTT LABORATORIES $97.94万0.12%10,794 130.1% $1,180 加仓
PEP PEPSICO INC $105.98万0.13%7,827 -266-3.3% -$3.60万 减仓
NOW SERVICENOW INC $110.95万0.14%11,175 8,744359.7% $86.81万 加仓
ADP AUTOMATIC DATA PROCESSING IN $113.74万0.14%5,079 330.7% $7,390 加仓
IWM ISHARES TR $116.33万0.15%3,872 1,42558.2% $42.81万 加仓
JNJ JOHNSON & JOHNSON $116.37万0.15%4,582 -60-1.3% -$1.52万 减仓
CMF ISHARES TR $127.34万0.16%22,093 4,22423.6% $24.35万 加仓
IJR ISHARES TR $133.38万0.17%8,993 140.2% $2,076 加仓
DHR DANAHER CORP DEL $136.31万0.17%7,156 -167-2.3% -$3.18万 减仓
SHW SHERWIN WILLIAMS CO $138.97万0.18%4,036 -1-0.0% -$344 减仓
CRM SALESFORCE INC $148.65万0.19%9,489 7,937511.4% $124.34万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $152.02万0.19%129,491 -9,254-6.7% -$10.86万 重新持有
TRV TRAVELERS COMPANIES INC $152.82万0.19%4,629 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $160.03万0.20%3,192 -3-0.1% -$1,504 减仓
SPY STATE STR SPDR S&P 500 ETF T $163.99万0.21%2,196 100.5% $7,468 加仓
MSI MOTOROLA SOLUTIONS INC $166.16万0.21%4,001 -1-0.0% -$415 减仓
PLD PROLOGIS INC. $176.11万0.22%13,000 -1,858-12.5% -$25.17万 重新持有
META META PLATFORMS INC $179.20万0.23%3,181 -172-5.1% -$9.69万 减仓
UNP UNION PAC CORP $180.04万0.23%6,619 1141.8% $3.10万 加仓
BX BLACKSTONE INC $184.62万0.23%15,690 -10-0.1% -$1,177 减仓
V VISA INC $186.91万0.24%5,448 -862-13.7% -$29.57万 减仓
IWP ISHARES TR $188.87万0.24%12,900 00.0% — 不变
KO COCA COLA CO $193.67万0.25%23,830 2321.0% $1.89万 加仓
IEMG ISHARES INC $193.71万0.25%23,384 00.0% — 不变
HD HOME DEPOT INC $195.98万0.25%5,557 -10-0.2% -$3,527 减仓
IWD ISHARES TR $196.93万0.25%8,123 -882-9.8% -$21.38万 减仓
VUG VANGUARD INDEX FDS $199.91万0.25%23,208 180.1% $1,551 加仓
DE DEERE & CO $203.68万0.26%3,211 100.3% $6,343 加仓
TSLA TESLA INC $205.34万0.26%4,882 320.7% $1.35万 加仓
CVX CHEVRON CORPORATION $209.77万0.27%12,655 -107-0.8% -$1.77万 减仓
MCD MCDONALDS CORP $212.60万0.27%7,865 -231-2.9% -$6.24万 减仓
COP CONOCOPHILLIPS $213.46万0.27%20,533 3511.7% $3.65万 加仓
MA MASTERCARD INCORPORATED $216.17万0.27%4,209 -211-4.8% -$10.84万 减仓
GS GOLDMAN SACHS GROUP INC $223.61万0.28%2,211 462.1% $4.65万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $226.82万0.29%8,678 -3,525-28.9% -$92.13万 减仓
CSCO CISCO SYS INC $227.65万0.29%19,381 2251.2% $2.64万 加仓
BAC BANK OF AMER CORP $231.79万0.29%40,680 6,24218.1% $35.57万 加仓
WMT WALMART INC $241.97万0.31%21,364 -53-0.2% -$6,003 减仓
IJH ISHARES TR $250.10万0.32%32,434 390.1% $3,007 加仓
ACN ACCENTURE PLC IRELAND $259.25万0.33%20,833 16,922432.7% $210.58万 加仓
RDDT REDDIT INC $264.83万0.34%15,257 -17-0.1% -$2,951 减仓
VEA VANGUARD TAX-MANAGED FDS $272.53万0.35%38,250 -2,550-6.2% -$18.17万 减仓
WY WEYERHAEUSER CO $276.05万0.35%115,310 115,310— $276.05万 新建仓
DVY ISHARES TR $276.23万0.35%17,673 00.0% — 不变
SGOV ISHARES TR $292.00万0.37%29,006 24,567553.4% $247.31万 加仓
— MATTHEWS ASIA FDS $293.53万0.37%64,851 15,88932.5% $71.92万 加仓
FICO FAIR ISAAC CORP $305.98万0.39%2,561 2,561— $305.98万 新建仓
AXP AMERICAN EXPRESS CO $308.62万0.39%9,124 1291.4% $4.36万 加仓
COST COSTCO WHOLESALE CORPORATION $323.58万0.41%3,459 20.1% $1,871 加仓
EME EMCOR GROUP INC $332.62万0.42%4,008 20.0% $1,660 加仓
PHYS SPROTT ASSET MANAGEMENT LP $335.22万0.43%111,110 111,110— $335.22万 新建仓
MS MORGAN STANLEY $341.84万0.43%16,353 -433-2.6% -$9.05万 减仓
HHH HOWARD HUGHES HOLDINGS INC $379.64万0.48%53,104 4300.8% $3.07万 加仓
GOOG ALPHABET INC $393.89万0.50%11,148 1721.6% $6.08万 加仓
IWF ISHARES TR $396.55万0.50%31,936 00.0% — 不变
VOO VANGUARD INDEX FDS $436.64万0.55%6,357 82815.0% $56.87万 加仓
— EXXON MOBIL CORP $442.67万0.56%32,378 830.3% $1.13万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $449.31万0.57%6 00.0% — 不变
IWB ISHARES TR $535.30万0.68%13,072 00.0% — 不变
AVGO BROADCOM INC $542.03万0.69%14,349 -2-0.0% -$756 减仓
FCX FREEPORT MCMORAN INC $559.62万0.71%88,984 120.0% $755 加仓
LLY ELI LILLY & CO $587.03万0.75%4,894 -10-0.2% -$1.20万 减仓
GSIE GOLDMAN SACHS ETF TR $613.59万0.78%134,265 00.0% — 不变
RTX RTX CORPORATION $626.28万0.80%33,009 -40-0.1% -$7,589 减仓
KKR KKR & CO INC $636.04万0.81%69,300 -269-0.4% -$2.47万 减仓
CAT CATERPILLAR INC $654.40万0.83%6,145 -383-5.9% -$40.79万 减仓
MFDX PIMCO EQUITY SER $686.14万0.87%164,779 -1,249-0.8% -$5.20万 减仓
XLK SELECT SECTOR SPDR TR $711.84万0.90%37,363 -1,715-4.4% -$32.67万 减仓
IWR ISHARES TR $762.72万0.97%69,137 7,93913.0% $87.58万 加仓
JPM JPMORGAN CHASE & CO $948.16万1.20%28,966 -3-0.0% -$982 减仓
MSFT MICROSOFT CORP $1,022.87万1.30%27,421 5452.0% $20.33万 加仓
AMZN AMAZON COM INC $1,059.99万1.35%44,474 1,2773.0% $30.44万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,064.18万1.35%21,267 -1,267-5.6% -$63.40万 减仓
IVV ISHARES TR $1,106.21万1.40%14,771 90.1% $6,740 加仓
VTI VANGUARD INDEX FDS $1,212.53万1.54%32,767 -110-0.3% -$4.07万 减仓
NVDA NVIDIA CORPORATION $1,262.30万1.60%63,087 -100-0.2% -$2.00万 减仓
GOOGL ALPHABET INC $1,352.69万1.72%37,851 1290.3% $4.61万 加仓
UYLD ANGEL OAK FUNDS TRUST $1,371.93万1.74%268,980 -44,933-14.3% -$229.18万 减仓
AAPL APPLE INC $1,612.60万2.05%55,730 -1,995-3.5% -$57.73万 减仓
ACWI ISHARES TR $1,638.15万2.08%104,361 850.1% $1.33万 加仓
TXUE THORNBURG ETF TR $1,757.78万2.23%509,207 20,9624.3% $72.36万 加仓
GENI GENIUS SPORTS LIMITED $2,456.19万3.12%4,053,121 469,28813.1% $284.39万 加仓
VO VANGUARD INDEX FDS $4,249.96万5.40%527,486 3,0980.6% $24.96万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $5,286.86万6.71%2,773,798 43,4661.6% $82.85万 加仓
CARY ANGEL OAK FUNDS TRUST $6,178.04万7.84%2,973,070 2,0560.1% $4.27万 加仓
MGK VANGUARD WORLD FD $8,246.39万10.47%938,049 5090.1% $4.47万 加仓
VTV VANGUARD INDEX FDS $1.29亿16.36%591,148 5,2870.9% $115.22万 加仓