IFC Advisors LLC
LOS ANGELES CA · SEC CIK 0002053348
$6.99亿2026Q1 申报市值
158持仓数
58.8%前十大占比 · 第一大 16.4%
9 / 17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
CARY 新建仓+$6,171.66万
TXUE 新建仓+$1,571.66万
KKR 加仓+$509.07万
UYLD 加仓+$452.98万
GENI 加仓+$299.48万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$1,237.86万
APO 清仓-$531.31万
SLV 清仓-$401.85万
GDX 清仓-$297.10万
FLUT 清仓-$288.22万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $1.15亿 | 16.45% | 585,861 | 14,106 | 2.5% | $276.76万 | 加仓 |
| MGK | VANGUARD WORLD FD | $6,889.78万 | 9.86% | 187,508 | 5,060 | 2.8% | $185.92万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $6,171.66万 | 8.83% | 2,971,014 | 2,971,014 | — | $6,171.66万 | 新建仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $5,138.48万 | 7.35% | 2,730,332 | 48,223 | 1.8% | $90.76万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,764.84万 | 5.39% | 131,097 | -575 | -0.4% | -$16.51万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $1,602.05万 | 2.29% | 313,913 | 88,758 | 39.4% | $452.98万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $1,587.64万 | 2.27% | 3,583,833 | 676,034 | 23.2% | $299.48万 | 加仓 |
| TXUE | THORNBURG ETF TR | $1,571.66万 | 2.25% | 488,245 | 488,245 | — | $1,571.66万 | 新建仓 |
| AAPL | APPLE INC | $1,464.99万 | 2.10% | 57,725 | -6,712 | -10.4% | -$170.34万 | 减仓 |
| ACWI | ISHARES TR | $1,442.87万 | 2.06% | 104,276 | -371 | -0.4% | -$5.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,101.98万 | 1.58% | 63,187 | -8,810 | -12.2% | -$153.65万 | 减仓 |
| GOOGL | ALPHABET INC | $1,084.74万 | 1.55% | 37,722 | -1,055 | -2.7% | -$30.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,079.83万 | 1.54% | 22,534 | 241 | 1.1% | $11.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,054.74万 | 1.51% | 32,877 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $994.86万 | 1.42% | 26,876 | 988 | 3.8% | $36.57万 | 加仓 |
| IVV | ISHARES TR | $964.25万 | 1.38% | 14,762 | -1,187 | -7.4% | -$77.53万 | 减仓 |
| AMZN | AMAZON COM INC | $899.66万 | 1.29% | 43,197 | -97 | -0.2% | -$2.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $852.16万 | 1.22% | 28,969 | 482 | 1.7% | $14.18万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $661.12万 | 0.95% | 166,028 | -10,124 | -5.7% | -$40.31万 | 减仓 |
| KKR | KKR & CO INC | $643.51万 | 0.92% | 69,569 | 55,035 | 378.7% | $509.07万 | 加仓 |
| RTX | RTX CORPORATION | $637.52万 | 0.91% | 33,049 | -1,975 | -5.6% | -$38.10万 | 减仓 |
| PGR | PROGRESSIVE CORP | $604.77万 | 0.87% | 30,507 | 3,695 | 13.8% | $73.25万 | 加仓 |
| IWR | ISHARES TR | $595.03万 | 0.85% | 61,198 | -11,093 | -15.3% | -$107.86万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $579.08万 | 0.83% | 134,265 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $561.39万 | 0.80% | 60,442 | 6,438 | 11.9% | $59.80万 | 加仓 |
| — | EXXON MOBIL CORP | $547.91万 | 0.78% | 32,295 | -787 | -2.4% | -$13.35万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $522.98万 | 0.75% | 88,972 | -9,463 | -9.6% | -$55.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $519.34万 | 0.74% | 39,078 | -2,873 | -6.8% | -$38.18万 | 减仓 |
| IWB | ISHARES TR | $466.10万 | 0.67% | 13,072 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $462.47万 | 0.66% | 6,528 | -140 | -2.1% | -$9.92万 | 减仓 |
| LLY | ELI LILLY & CO | $451.08万 | 0.65% | 4,904 | 7 | 0.1% | $6,439 | 加仓 |
| AVGO | BROADCOM INC | $444.18万 | 0.64% | 14,351 | -434 | -2.9% | -$13.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.62% | 6 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $354.74万 | 0.51% | 12,203 | 68 | 0.6% | $1.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $344.50万 | 0.49% | 3,457 | -5 | -0.1% | -$4,983 | 减仓 |
| IWF | ISHARES TR | $340.44万 | 0.49% | 7,984 | -1,437 | -15.3% | -$61.27万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $333.22万 | 0.48% | 52,674 | 22 | 0.0% | $1,392 | 加仓 |
| VOO | VANGUARD INDEX FDS | $330.39万 | 0.47% | 5,529 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $314.87万 | 0.45% | 10,976 | -697 | -6.0% | -$19.99万 | 减仓 |
| EME | EMCOR GROUP INC | $295.77万 | 0.42% | 4,006 | -27 | -0.7% | -$1.99万 | 减仓 |
| MS | MORGAN STANLEY | $276.24万 | 0.40% | 16,786 | 401 | 2.4% | $6.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $272.08万 | 0.39% | 8,995 | -27 | -0.3% | -$8,167 | 减仓 |
| DVY | ISHARES TR | $267.59万 | 0.38% | 17,673 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $266.40万 | 0.38% | 20,182 | 84 | 0.4% | $1.11万 | 加仓 |
| WMT | WALMART INC | $266.17万 | 0.38% | 21,417 | -14 | -0.1% | -$1,740 | 减仓 |
| CVX | CHEVRON CORPORATION | $264.05万 | 0.38% | 12,762 | 118 | 0.9% | $2.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $261.45万 | 0.37% | 40,800 | 2,600 | 6.8% | $16.66万 | 加仓 |
| MCD | MCDONALDS CORP | $251.63万 | 0.36% | 8,096 | 43 | 0.5% | $1.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $220.85万 | 0.32% | 4,420 | -42 | -0.9% | -$2.10万 | 减仓 |
| IJH | ISHARES TR | $218.76万 | 0.31% | 32,395 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $205.66万 | 0.29% | 15,274 | 15,274 | — | $205.66万 | 新建仓 |
| IWD | ISHARES TR | $192.41万 | 0.28% | 9,005 | -2,576 | -22.2% | -$55.04万 | 减仓 |
| META | META PLATFORMS INC | $191.85万 | 0.27% | 3,353 | -122 | -3.5% | -$6.98万 | 减仓 |
| V | VISA INC | $190.71万 | 0.27% | 6,310 | -377 | -5.6% | -$11.39万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $183.15万 | 0.26% | 2,165 | -189 | -8.0% | -$15.99万 | 减仓 |
| HD | HOME DEPOT INC | $183.09万 | 0.26% | 5,567 | -8 | -0.1% | -$2,631 | 减仓 |
| — | MATTHEWS ASIA FDS | $181.85万 | 0.26% | 48,962 | 28,660 | 141.2% | $106.45万 | 加仓 |
| BX | BLACKSTONE INC | $180.53万 | 0.26% | 15,700 | -1,215 | -7.2% | -$13.97万 | 减仓 |
| DE | DEERE & CO | $180.31万 | 0.26% | 3,201 | 6 | 0.2% | $3,380 | 加仓 |
| TSLA | TESLA INC | $180.30万 | 0.26% | 4,850 | -221 | -4.4% | -$8.22万 | 减仓 |
| KO | COCA COLA CO | $179.46万 | 0.26% | 23,598 | 233 | 1.0% | $1.77万 | 加仓 |
| — | HONEYWELL INTL INC | $176.77万 | 0.25% | 7,821 | 308 | 4.1% | $6.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $173.67万 | 0.25% | 4,002 | 1 | 0.0% | $434 | 加仓 |
| VUG | VANGUARD INDEX FDS | $168.82万 | 0.24% | 3,865 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $167.89万 | 0.24% | 34,438 | -35 | -0.1% | -$1,706 | 减仓 |
| IWP | ISHARES TR | $165.28万 | 0.24% | 12,900 | -1,271 | -9.0% | -$16.28万 | 减仓 |
| IEMG | ISHARES INC | $163.10万 | 0.23% | 23,384 | -639 | -2.7% | -$4.46万 | 减仓 |
| UNP | UNION PAC CORP | $157.83万 | 0.23% | 6,505 | 54 | 0.8% | $1.31万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $157.04万 | 0.22% | 3,195 | -61 | -1.9% | -$3.00万 | 减仓 |
| CSCO | CISCO SYS INC | $148.63万 | 0.21% | 19,156 | 1 | 0.0% | $78 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $142.16万 | 0.20% | 2,186 | -1,336 | -37.9% | -$86.89万 | 减仓 |
| DHR | DANAHER CORP DEL | $138.84万 | 0.20% | 7,323 | -80 | -1.1% | -$1.52万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $135.02万 | 0.19% | 4,629 | -2 | -0.0% | -$583 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $129.41万 | 0.19% | 4,037 | -84 | -2.0% | -$2.69万 | 减仓 |
| PEP | PEPSICO INC | $125.68万 | 0.18% | 8,093 | 298 | 3.8% | $4.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $113.47万 | 0.16% | 4,642 | 83 | 1.8% | $2.03万 | 加仓 |
| IJR | ISHARES TR | $111.62万 | 0.16% | 8,979 | -1,300 | -12.6% | -$16.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $110.68万 | 0.16% | 10,781 | -750 | -6.5% | -$7.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $102.52万 | 0.15% | 5,046 | -12 | -0.2% | -$2,438 | 减仓 |
| CMF | ISHARES TR | $101.60万 | 0.15% | 17,869 | -1,282 | -6.7% | -$7.29万 | 减仓 |
| AMGN | AMGEN INC | $96.78万 | 0.14% | 2,751 | 58 | 2.2% | $2.04万 | 加仓 |
| ETN | EATON CORP PLC | $96.00万 | 0.14% | 2,684 | -239 | -8.2% | -$8.55万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $93.28万 | 0.13% | 24,280 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $88.40万 | 0.13% | 919 | -17 | -1.8% | -$1.64万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $77.55万 | 0.11% | 3,911 | -22 | -0.6% | -$4,362 | 减仓 |
| ABBV | ABBVIE INC | $77.38万 | 0.11% | 3,558 | -37 | -1.0% | -$8,047 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $72.93万 | 0.10% | 7,279 | -228 | -3.0% | -$2.28万 | 减仓 |
| NFLX | NETFLIX INC. | $71.36万 | 0.10% | 7,421 | -612 | -7.6% | -$5.88万 | 减仓 |
| KR | KROGER CO | $62.53万 | 0.09% | 8,642 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $60.69万 | 0.09% | 2,447 | -1,662 | -40.4% | -$41.22万 | 减仓 |
| ITOT | ISHARES TR | $58.71万 | 0.08% | 4,122 | -756 | -15.5% | -$10.77万 | 减仓 |
| MCK | MCKESSON CORP | $58.24万 | 0.08% | 673 | -114 | -14.5% | -$9.87万 | 减仓 |
| CI | THE CIGNA GROUP | $54.28万 | 0.08% | 2,035 | 120 | 6.3% | $3.20万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.96万 | 0.08% | 2,022 | -47,261 | -95.9% | -$1,237.86万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.98万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $49.32万 | 0.07% | 38,956 | -7,556 | -16.2% | -$9.57万 | 减仓 |
| IVW | ISHARES TR | $47.19万 | 0.07% | 4,172 | -800 | -16.1% | -$9.05万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.98万 | 0.07% | 5,089 | -196 | -3.7% | -$1.81万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $44.87万 | 0.06% | 3,061 | 1 | 0.0% | $147 | 加仓 |
| SGOV | ISHARES TR | $44.68万 | 0.06% | 4,439 | -887 | -16.7% | -$8.93万 | 减仓 |