13F 机构持仓

IFS Group,LLC

YORK PA · SEC CIK 0002087139

2026Q22026Q1 更早 9 个季度 🔒
$1.12亿2026Q1 申报市值
144持仓数
28.3%前十大占比 · 第一大 4.8%
0 / 0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

QDPL 4.8%
FVD 3.4%
FTCS 2.9%
TPL 2.7%
PULS 2.6%
RDVY 2.6%
AGGH 2.5%
AGG 2.5%
IEFA 2.4%
VONV 2.0%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
XLE SELECT SECTOR SPDR TR $31.13万0.28%5,081 —— — —
BTI BRITISH AMERN TOB PLC $30.94万0.28%5,292 —— — —
FE FIRSTENERGY CORP $30.53万0.27%6,027 —— — —
HD HOME DEPOT INC $30.12万0.27%916 —— — —
CME CME GROUP INC $30.04万0.27%1,017 —— — —
QTEC FIRST TR EXCHANGE-TRADED FD $29.63万0.26%1,372 —— — —
PAYX PAYCHEX INC $29.40万0.26%3,191 —— — —
PINS PINTEREST INC $29.24万0.26%15,944 —— — —
PLD PROLOGIS INC. $29.09万0.26%2,201 —— — —
AFL AFLAC INC $28.41万0.25%2,590 —— — —
META META PLATFORMS INC $27.98万0.25%489 —— — —
FCX FREEPORT MCMORAN INC $27.76万0.25%4,723 —— — —
V VISA INC $27.52万0.25%911 —— — —
CGMS CAPITAL GRP FIXED INCM ETF T $27.50万0.24%10,098 —— — —
CEG CONSTELLATION ENERGY CORP $26.78万0.24%959 —— — —
PTMC PACER FDS TR $26.68万0.24%7,296 —— — —
NGG NATIONAL GRID PLC $26.49万0.24%3,131 —— — —
PEP PEPSICO INC $26.35万0.23%1,697 —— — —
FGD FIRST TR EXCHANGE-TRADED FD $25.39万0.23%7,951 —— — —
AMT AMERICAN TOWER CORP $25.37万0.23%1,470 —— — —
AMCR AMCOR PLC $25.29万0.23%6,362 —— — —
QQQ INVESCO QQQ TR $24.79万0.22%430 —— — —
SOFI SOFI TECHNOLOGIES INC $23.77万0.21%14,970 —— — —
SPY STATE STR SPDR S&P 500 ETF T $23.71万0.21%365 —— — —
DUK DUKE ENERGY CORP NEW $23.08万0.21%1,763 —— — —
SPTI SPDR SERIES TRUST $23.06万0.21%8,047 —— — —
TRP TC ENERGY CORP $22.94万0.20%3,664 —— — —
PM PHILIP MORRIS INTL INC $22.85万0.20%1,382 —— — —
JNJ JOHNSON & JOHNSON $22.80万0.20%932 —— — —
EXC EXELON CORP $22.70万0.20%4,630 —— — —
SPYV SPDR SERIES TRUST $22.50万0.20%3,976 —— — —
XEL XCEL ENERGY INC $22.23万0.20%2,798 —— — —
GLD SPDR GOLD TR $22.16万0.20%515 —— — —
UNH UNITEDHEALTH GROUP INC $22.11万0.20%817 —— — —
MGK VANGUARD WORLD FD $22.05万0.20%600 —— — —
WEC WEC ENERGY GROUP INC $21.75万0.19%1,879 —— — —
TLT ISHARES TR $21.61万0.19%2,493 —— — —
SMR NUSCALE PWR CORP $21.35万0.19%19,700 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $21.09万0.19%440 —— — —
FTLS FIRST TR EXCH TRADED FD III $20.83万0.19%2,960 —— — —
HYBB ISHARES TR $20.69万0.18%4,450 —— — —
FTSM FIRST TR EXCHANGE-TRADED FD $20.63万0.18%3,451 —— — —
IDA IDACORP INC $20.02万0.18%1,400 —— — —
SOFI SOFI TECHNOLOGIES INC 看涨期权 $4.76万0.04%3,000 —— — —