13F 机构持仓

IFS Group,LLC

YORK PA · SEC CIK 0002087139

2026Q22026Q1 更早 9 个季度 🔒
$7,283.58万2026Q2 申报市值
87持仓数
38.6%前十大占比 · 第一大 5.4%
4 / 61新建仓 / 清仓
申报市值走势$7,283.58万2026Q2
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

FVD 5.4%
RDVY 5.3%
FTC 4.4%
FTCS 4.2%
PULS 4.2%
TPL 3.8%
GOOG 3.1%
AGG 2.8%
NVDA 2.8%
FDL 2.7%

2026Q2 买入最多 按季末市值估算

RDVY 加仓+$42.63万
FTC 加仓+$41.56万
FDV 加仓+$26.88万
FYX 新建仓+$22.31万
LRCX 新建仓+$21.67万

2026Q2 卖出最多 按季末市值估算

QDPL 减仓-$573.96万
AGGH 清仓-$284.39万
IEFA 清仓-$268.42万
VONV 清仓-$225.64万
GOVT 清仓-$220.57万

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
AGGH SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -139,748-100.0% -$284.39万 清仓
IEFA ISHARES TR $00.00%0 -29,649-100.0% -$268.42万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -24,071-100.0% -$225.64万 清仓
GOVT ISHARES TR $00.00%0 -96,278-100.0% -$220.57万 清仓
IUSG ISHARES TR $00.00%0 -12,637-100.0% -$196.01万 清仓
IEMG ISHARES INC $00.00%0 -22,401-100.0% -$156.25万 清仓
IUSV ISHARES TR $00.00%0 -14,011-100.0% -$143.27万 清仓
QUAL ISHARES TR $00.00%0 -7,435-100.0% -$142.62万 清仓
GCOW PACER FDS TR $00.00%0 -26,693-100.0% -$123.43万 清仓
VONG VANGUARD SCOTTSDALE FDS $00.00%0 -9,656-100.0% -$105.92万 清仓
SPIB SPDR SERIES TRUST $00.00%0 -28,093-100.0% -$94.22万 清仓
VTIP VANGUARD MALVERN FDS $00.00%0 -16,207-100.0% -$80.95万 清仓
IJR ISHARES TR $00.00%0 -6,502-100.0% -$80.83万 清仓
PTLC PACER FDS TR $00.00%0 -12,844-100.0% -$67.38万 清仓
IGF ISHARES TR $00.00%0 -9,885-100.0% -$66.23万 清仓
BENJ HORIZON FDS $00.00%0 -12,381-100.0% -$64.80万 清仓
VTI VANGUARD INDEX FDS $00.00%0 -1,967-100.0% -$63.10万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -7,544-100.0% -$62.43万 清仓
PTNQ PACER FDS TR $00.00%0 -7,996-100.0% -$58.34万 清仓
MUB ISHARES TR $00.00%0 -5,345-100.0% -$56.74万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -18,245-100.0% -$55.01万 清仓
CVX CHEVRON CORPORATION $00.00%0 -2,447-100.0% -$50.62万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -28,021-100.0% -$48.53万 清仓
TTE TOTALENERGIES SE $00.00%0 -5,209-100.0% -$47.39万 清仓
SLYG SPDR SERIES TRUST $00.00%0 -4,429-100.0% -$42.79万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -8,072-100.0% -$40.27万 清仓
SLYV SPDR SERIES TRUST $00.00%0 -4,171-100.0% -$39.45万 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -3,507-100.0% -$38.74万 清仓
ENB ENBRIDGE INC $00.00%0 -6,759-100.0% -$36.59万 清仓
ABBV ABBVIE INC $00.00%0 -1,647-100.0% -$35.82万 清仓
PFE PFIZER INC $00.00%0 -12,694-100.0% -$35.64万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -6,981-100.0% -$35.04万 清仓
TFC TRUIST FINL CORP $00.00%0 -7,004-100.0% -$32.20万 清仓
SNY SANOFI SA $00.00%0 -6,673-100.0% -$32.15万 清仓
DIVB ISHARES TR $00.00%0 -5,957-100.0% -$32.14万 清仓
USB US BANCORP $00.00%0 -6,050-100.0% -$31.47万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -1,499-100.0% -$31.19万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -5,292-100.0% -$30.94万 清仓
FE FIRSTENERGY CORP $00.00%0 -6,027-100.0% -$30.53万 清仓
CME CME GROUP INC $00.00%0 -1,017-100.0% -$30.04万 清仓
PAYX PAYCHEX INC $00.00%0 -3,191-100.0% -$29.40万 清仓
PLD PROLOGIS INC. $00.00%0 -2,201-100.0% -$29.09万 清仓
CGMS CAPITAL GRP FIXED INCM ETF T $00.00%0 -10,098-100.0% -$27.50万 清仓
PTMC PACER FDS TR $00.00%0 -7,296-100.0% -$26.68万 清仓
NGG NATIONAL GRID PLC $00.00%0 -3,131-100.0% -$26.49万 清仓
PEP PEPSICO INC $00.00%0 -1,697-100.0% -$26.35万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,470-100.0% -$25.37万 清仓
AMCR AMCOR PLC $00.00%0 -6,362-100.0% -$25.29万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -1,763-100.0% -$23.08万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -8,047-100.0% -$23.06万 清仓
TRP TC ENERGY CORP $00.00%0 -3,664-100.0% -$22.94万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -1,382-100.0% -$22.85万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -932-100.0% -$22.80万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -3,976-100.0% -$22.50万 清仓
XEL XCEL ENERGY INC $00.00%0 -2,798-100.0% -$22.23万 清仓
GLD SPDR GOLD TR $00.00%0 -515-100.0% -$22.16万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -1,879-100.0% -$21.75万 清仓
TLT ISHARES TR $00.00%0 -2,493-100.0% -$21.61万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -440-100.0% -$21.09万 清仓
FTLS FIRST TR EXCH TRADED FD III $00.00%0 -2,960-100.0% -$20.83万 清仓
SOFI SOFI TECHNOLOGIES INC 看涨期权 $00.00%0 -3,000-100.0% -$4.76万 清仓
SMR NUSCALE PWR CORP $19.76万0.27%19,700 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $20.63万0.28%3,454 30.1% $179 加仓
NET CLOUDFLARE INC $21.09万0.29%860 860— $21.09万 新建仓
IDA IDACORP INC $21.18万0.29%1,400 00.0% — 不变
IWF ISHARES TR $21.46万0.29%1,728 1,728— $21.46万 新建仓
MGK VANGUARD WORLD FD $21.54万0.30%2,450 -550-18.3% -$4.84万 减仓
EXC EXELON CORP $21.59万0.30%4,630 00.0% — 不变
LRCX LAM RESEARCH CORP $21.67万0.30%500 500— $21.67万 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $22.31万0.31%1,546 1,546— $22.31万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $24.22万0.33%2,108 -3,248-60.6% -$37.31万 减仓
HD HOME DEPOT INC $24.27万0.33%688 -228-24.9% -$8.04万 减仓
CEG CONSTELLATION ENERGY CORP $25.09万0.34%1,010 515.3% $1.27万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $25.44万0.35%7,953 20.0% $64 加仓
HYBB ISHARES TR $25.50万0.35%5,451 1,00122.5% $4.68万 加仓
XLE SELECT SECTOR SPDR TR $25.93万0.36%4,882 -199-3.9% -$1.06万 减仓
SOFI SOFI TECHNOLOGIES INC $27.48万0.38%15,325 3552.4% $6,365 加仓
QDPL PACER FDS TR $27.80万0.38%6,168 -127,350-95.4% -$573.96万 减仓
UNH UNITEDHEALTH GROUP INC $28.35万0.39%682 -135-16.5% -$5.61万 减仓
FCX FREEPORT MCMORAN INC $29.40万0.40%4,675 -48-1.0% -$3,019 减仓
PG PROCTER & GAMBLE CO $30.89万0.42%2,106 -110-5.0% -$1.61万 减仓
SPYG SPDR SERIES TRUST $31.25万0.43%2,627 -1,405-34.8% -$16.72万 减仓
V VISA INC $31.38万0.43%915 40.4% $1,372 加仓
AFL AFLAC INC $32.02万0.44%2,731 1415.4% $1.65万 加仓
PYPL PAYPAL HLDGS INC $32.90万0.45%7,620 1912.6% $8,248 加仓
SLV ISHARES SILVER TR $34.44万0.47%6,441 66611.5% $3.56万 加仓
DE DEERE & CO $35.52万0.49%560 00.0% — 不变
META META PLATFORMS INC $35.66万0.49%633 14429.4% $8.11万 加仓
SPOT SPOTIFY TECHNOLOGY S A $36.27万0.50%790 -100-11.2% -$4.59万 减仓
SPY STATE STR SPDR S&P 500 ETF T $38.43万0.53%515 15041.1% $11.19万 加仓
PINS PINTEREST INC $38.88万0.53%18,488 2,54416.0% $5.35万 加仓
QQQ INVESCO QQQ TR $38.99万0.54%530 10023.3% $7.36万 加仓
OXY OCCIDENTAL PETE CORP $39.36万0.54%8,104 -119-1.4% -$5,780 减仓
PLTR PALANTIR TECHNOLOGIES INC $40.89万0.56%3,505 -864-19.8% -$10.08万 减仓
PPL PPL CORP $41.41万0.57%11,392 -3,506-23.5% -$12.74万 减仓
AVGO BROADCOM INC $42.19万0.58%1,117 -454-28.9% -$17.15万 减仓
KNG FIRST TR EXCHANGE-TRADED FD $43.30万0.59%8,575 811.0% $4,090 加仓
BABA ALIBABA GROUP HLDG LTD $44.49万0.61%4,635 1,11031.5% $10.65万 加仓
CCJ CAMECO CORP $46.65万0.64%4,580 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $46.72万0.64%1,396 241.7% $8,033 加仓