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
CRWD CROWDSTRIKE HLDGS INC $67.84万0.09%889 404.7% $3.05万 加仓
ITOT ISHARES TR $67.60万0.09%4,115 -7-0.2% -$1,150 减仓
INTC INTEL CORP $64.73万0.08%4,636 4,636— $64.73万 新建仓
LRCX LAM RESEARCH CORP $61.40万0.08%1,417 -34-2.3% -$1.47万 减仓
VB VANGUARD INDEX FDS $61.29万0.08%2,022 00.0% — 不变
PGR PROGRESSIVE CORP $59.29万0.08%2,714 -27,793-91.1% -$607.14万 减仓
CI THE CIGNA GROUP $58.28万0.07%2,114 793.9% $2.18万 加仓
IVW ISHARES TR $53.80万0.07%3,912 -260-6.2% -$3.58万 减仓
NFLX NETFLIX INC. $52.13万0.07%7,301 -120-1.6% -$8,569 减仓
TBIL RBB FD INC $50.20万0.06%10,069 10,069— $50.20万 新建仓
GBDC GOLUB CAP BDC INC $50.18万0.06%38,956 00.0% — 不变
MCK MCKESSON CORP $50.17万0.06%664 -9-1.3% -$6,800 减仓
XLV SELECT SECTOR SPDR TR $48.56万0.06%3,061 00.0% — 不变
CB CHUBB LIMITED $48.35万0.06%1,419 1108.4% $3.75万 加仓
XLY SELECT SECTOR SPDR TR $47.94万0.06%4,087 80.2% $938 加仓
KR KROGER CO $47.33万0.06%8,523 -119-1.4% -$6,608 减仓
XLI SELECT SECTOR SPDR TR $47.03万0.06%2,539 00.0% — 不变
PANW PALO ALTO NETWORKS INC $46.92万0.06%1,376 1,376— $46.92万 新建仓
C CITIGROUP INC $45.82万0.06%3,274 170.5% $2,379 加仓
MAR MARRIOTT INTL INC NEW $44.62万0.06%1,204 383.3% $1.41万 加仓
MUB ISHARES TR $44.51万0.06%4,136 591.4% $6,350 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $44.46万0.06%931 10913.3% $5.21万 加仓
ORLY OREILLY AUTOMOTIVE INC $42.12万0.05%4,574 -515-10.1% -$4.74万 减仓
SPYD SPDR SERIES TRUST $38.72万0.05%8,115 -38-0.5% -$1,813 减仓
SNDK SANDISK CORP $37.52万0.05%165 165— $37.52万 新建仓
AON AON PLC $37.15万0.05%1,120 514.8% $1.69万 加仓
HTGC HERCULES CAPITAL INC $35.57万0.05%22,554 -167-0.7% -$2,634 减仓
T AT&T INC $34.82万0.04%16,819 6,10256.9% $12.63万 加仓
DUK DUKE ENERGY CORP NEW $34.75万0.04%2,745 943.5% $1.19万 加仓
DLY DOUBLELINE YIELD OPPORTUNITI $34.16万0.04%24,280 1630.7% $2,293 重新持有
SO SOUTHERN CO $33.76万0.04%3,527 280.8% $2,680 加仓
ADI ANALOG DEVICES INC $32.73万0.04%824 678.9% $2.66万 加仓
WRB BERKLEY W R CORP $32.69万0.04%4,635 481.0% $3,385 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $31.58万0.04%32,195 -19,772-38.0% -$19.40万 重新持有
NDAQ NASDAQ INC $31.47万0.04%3,993 1112.9% $8,749 加仓
LOW LOWES COS INC $31.44万0.04%1,426 634.6% $1.39万 加仓
SSD SIMPSON MFG INC $31.15万0.04%1,488 00.0% — 不变
VNQ VANGUARD INDEX FDS $31.14万0.04%3,229 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $31.13万0.04%942 -174-15.6% -$5.75万 减仓
PPA INVESCO EXCHANGE TRADED FD T $30.45万0.04%1,724 00.0% — 不变
STWD STARWOOD PPTY TR INC $29.88万0.04%18,242 -3,052-14.3% -$5.00万 重新持有
MRK MERCK & CO INC $29.53万0.04%2,298 -120-5.0% -$1.54万 减仓
LMT LOCKHEED MARTIN CORP $29.52万0.04%579 -1-0.2% -$510 减仓
WTS WATTS WATER TECHNOLOGIES INC $29.48万0.04%753 00.0% — 不变
IBB ISHARES TR $28.78万0.04%1,513 00.0% — 不变
ASML ASML HLDG NV $28.65万0.04%144 144— $28.65万 新建仓
PSLV SPROTT ASSET MANAGEMENT LP $28.34万0.04%15,019 15,019— $28.34万 新建仓
QQQ INVESCO QQQ TR $27.78万0.04%377 -99-20.8% -$7.29万 减仓
GEV GE VERNOVA INC $27.49万0.03%234 234— $27.49万 新建仓
WDC WESTERN DIGITAL CORP $27.46万0.03%430 430— $27.46万 新建仓
HEI/A HEICO CORP NEW $27.18万0.03%1,054 -139-11.7% -$3.58万 减仓
GE GE AEROSPACE $26.61万0.03%712 712— $26.61万 新建仓
GOLF ACUSHNET HLDGS CORP $26.47万0.03%2,233 00.0% — 不变
TDG TRANSDIGM GROUP INC $26.11万0.03%196 -24-10.9% -$3.20万 减仓
UNH UNITEDHEALTH GROUP INC $25.56万0.03%615 -59-8.8% -$2.45万 重新持有
QCOM QUALCOMM INC $25.41万0.03%1,375 -1,574-53.4% -$29.09万 减仓
IEFA ISHARES TR $25.23万0.03%2,612 00.0% — 不变
AMAT APPLIED MATLS INC $25.16万0.03%348 348— $25.16万 新建仓
RBC RBC BEARINGS INC $25.05万0.03%389 00.0% — 不变
HWM HOWMET AEROSPACE INC $24.95万0.03%928 192.1% $5,108 加仓
PRI PRIMERICA INC $24.90万0.03%876 -8-0.9% -$2,274 减仓
QUAL ISHARES TR $24.55万0.03%1,119 191.7% $4,169 加仓
ISRG INTUITIVE SURGICAL INC $24.11万0.03%606 -59-8.9% -$2.35万 减仓
WFC WELLS FARGO & CO $23.95万0.03%2,898 2529.5% $2.08万 加仓
TJX TJX COS INC NEW $23.77万0.03%1,569 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $23.20万0.03%1,267 -110-8.0% -$2.01万 减仓
VMC VULCAN MATLS CO $23.10万0.03%783 -129-14.1% -$3.81万 减仓
BN BROOKFIELD CORP $22.22万0.03%5,217 -961-15.6% -$4.09万 减仓
NFG NATIONAL FUEL GAS CO $21.96万0.03%2,844 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $21.95万0.03%781 -196-20.1% -$5.51万 重新持有
IVE ISHARES TR $21.75万0.03%958 -96-9.1% -$2.18万 减仓
TXN TEXAS INSTRS INC $21.25万0.03%713 713— $21.25万 新建仓
— WEBSTER FINL CORP $20.98万0.03%2,746 2,746— $20.98万 新建仓
D DOMINION ENERGY INC $20.93万0.03%3,065 3,065— $20.93万 新建仓
IJK ISHARES TR $20.46万0.03%1,741 1,741— $20.46万 新建仓
ETH GRAYSCALE ETHEREUM STAKING $20.33万0.03%13,526 00.0% — 不变
APH AMPHENOL CORP $20.22万0.03%1,147 1,147— $20.22万 新建仓
ADBE ADOBE INC $20.15万0.03%983 -57-5.5% -$1.17万 减仓
KYN KAYNE ANDERSON ENERGY INFRST $15.02万0.02%10,858 -6,050-35.8% -$8.37万 重新持有
NEE NEXTERA ENERGY INC $00.00%0 -60,442-100.0% -$561.39万 清仓
GBIL GOLDMAN SACHS ETF TR $00.00%0 -7,279-100.0% -$72.93万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -10,000-100.0% -$50.98万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,561-100.0% -$27.08万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,613-100.0% -$23.59万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -892-100.0% -$23.22万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -666-100.0% -$22.86万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,540-100.0% -$21.47万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -314-100.0% -$21.42万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -2,839-100.0% -$20.42万 清仓