IFC & Insurance Marketing, Inc.
AUBURN CA · SEC CIK 0002095709
$1.14亿2026Q2 申报市值
78持仓数
58.3%前十大占比 · 第一大 8.9%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IDMO 加仓+$69.26万
XLG 加仓+$53.04万
FNDX 加仓+$52.35万
FTGS 加仓+$46.57万
JAAA 加仓+$42.72万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$29.02万
XOP 清仓-$23.19万
AAPL 减仓-$23.18万
IEO 清仓-$22.69万
CVX 清仓-$22.09万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $1,007.08万 | 8.87% | 62,342 | 1,980 | 3.3% | $31.99万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $914.69万 | 8.05% | 151,715 | 11,487 | 8.2% | $69.26万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $875.60万 | 7.71% | 281,542 | 16,832 | 6.4% | $52.35万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $693.57万 | 6.11% | 113,274 | 8,662 | 8.3% | $53.04万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $674.33万 | 5.94% | 182,240 | 12,587 | 7.4% | $46.57万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $630.74万 | 5.55% | 82,235 | 1,945 | 2.4% | $14.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $597.40万 | 5.26% | 118,320 | 8,462 | 7.7% | $42.72万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $491.79万 | 4.33% | 93,214 | 6,250 | 7.2% | $32.97万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $410.43万 | 3.61% | 95,140 | 6,746 | 7.6% | $29.10万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $320.65万 | 2.82% | 36,487 | -691 | -1.9% | -$6.07万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $281.56万 | 2.48% | 48,378 | 1,161 | 2.5% | $6.76万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $263.56万 | 2.32% | 17,082 | 1,216 | 7.7% | $18.76万 | 加仓 |
| USRT | ISHARES TR | $244.78万 | 2.16% | 36,836 | 3,613 | 10.9% | $24.01万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $232.40万 | 2.05% | 43,948 | 2,592 | 6.3% | $13.71万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $228.40万 | 2.01% | 87,241 | 10,714 | 14.0% | $28.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $225.11万 | 1.98% | 6,083 | 1,054 | 21.0% | $39.01万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $224.10万 | 1.97% | 84,565 | 5,291 | 6.7% | $14.02万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $199.78万 | 1.76% | 40,133 | 2,588 | 6.9% | $12.88万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $148.47万 | 1.31% | 17,728 | -1,253 | -6.6% | -$10.49万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $144.84万 | 1.28% | 14,398 | -120 | -0.8% | -$1.21万 | 减仓 |
| AAPL | APPLE INC | $134.76万 | 1.19% | 4,657 | -801 | -14.7% | -$23.18万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $131.35万 | 1.16% | 21,787 | -373 | -1.7% | -$2.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $129.96万 | 1.14% | 6,495 | 341 | 5.5% | $6.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $105.91万 | 0.93% | 1,438 | 374 | 35.2% | $27.54万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $91.38万 | 0.80% | 23,028 | 2,505 | 12.2% | $9.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.80万 | 0.70% | 1,069 | 50 | 4.9% | $3.73万 | 加仓 |
| TSLA | TESLA INC | $78.69万 | 0.69% | 1,871 | -151 | -7.5% | -$6.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $71.89万 | 0.63% | 942 | 69 | 7.9% | $5.27万 | 加仓 |
| WMT | WALMART INC | $67.32万 | 0.59% | 5,944 | 140 | 2.4% | $1.59万 | 加仓 |
| AMZN | AMAZON COM INC | $64.35万 | 0.57% | 2,700 | 292 | 12.1% | $6.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $63.87万 | 0.56% | 7,471 | 1,567 | 26.5% | $13.40万 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $63.40万 | 0.56% | 5,910 | 26 | 0.4% | $2,789 | 加仓 |
| GLD | SPDR GOLD TR | $61.52万 | 0.54% | 1,670 | 5 | 0.3% | $1,842 | 加仓 |
| IAU | ISHARES GOLD TR | $60.68万 | 0.53% | 8,036 | 26 | 0.3% | $1,963 | 加仓 |
| VB | VANGUARD INDEX FDS | $59.05万 | 0.52% | 1,948 | -25 | -1.3% | -$7,579 | 减仓 |
| VV | VANGUARD INDEX FDS | $56.66万 | 0.50% | 1,647 | 1 | 0.1% | $344 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.12万 | 0.48% | 17,067 | 8,335 | 95.5% | $26.43万 | 加仓 |
| CVNA | CARVANA CO | $47.23万 | 0.42% | 7,175 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $47.04万 | 0.41% | 3,441 | -640 | -15.7% | -$8.75万 | 减仓 |
| SGOV | ISHARES TR | $46.96万 | 0.41% | 4,665 | 43 | 0.9% | $4,329 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.23万 | 0.36% | 12,183 | 1,366 | 12.6% | $4.62万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $40.39万 | 0.36% | 1,090 | -69 | -6.0% | -$2.56万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $39.30万 | 0.35% | 5,353 | 203 | 3.9% | $1.49万 | 加仓 |
| BIL | SPDR SERIES TRUST | $39.00万 | 0.34% | 4,256 | 37 | 0.9% | $3,390 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.87万 | 0.34% | 7,686 | -561 | -6.8% | -$2.84万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $37.95万 | 0.33% | 1,195 | -313 | -20.8% | -$9.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.38万 | 0.32% | 875 | 34 | 4.0% | $1.41万 | 加仓 |
| BE | BLOOM ENERGY CORP | $34.05万 | 0.30% | 1,125 | 185 | 19.7% | $5.60万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $33.60万 | 0.30% | 489 | 318 | 186.0% | $21.85万 | 重新持有 |
| SHV | ISHARES TR | $33.29万 | 0.29% | 3,017 | -42 | -1.4% | -$4,635 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $31.53万 | 0.28% | 14,140 | 3,319 | 30.7% | $7.40万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $31.29万 | 0.28% | 3,185 | -17 | -0.5% | -$1,670 | 减仓 |
| SHY | ISHARES TR | $30.70万 | 0.27% | 3,739 | 190 | 5.4% | $1.56万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $29.36万 | 0.26% | 10,276 | 10,276 | — | $29.36万 | 新建仓 |
| MSFT | MICROSOFT CORP | $29.34万 | 0.26% | 786 | 65 | 9.0% | $2.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.41万 | 0.24% | 2,349 | 543 | 30.1% | $6.34万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $27.34万 | 0.24% | 42,255 | 6,427 | 17.9% | $4.16万 | 加仓 |
| AIQ | GLOBAL X FDS | $26.97万 | 0.24% | 4,110 | 1,912 | 87.0% | $12.55万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.74万 | 0.24% | 3,753 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $26.74万 | 0.24% | 357 | 50 | 16.3% | $3.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.72万 | 0.24% | 1,256 | 788 | 168.4% | $16.77万 | 重新持有 |
| ITB | ISHARES TR | $26.63万 | 0.23% | 2,549 | -62 | -2.4% | -$6,478 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.33万 | 0.23% | 752 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.60万 | 0.23% | 1,182 | -258 | -17.9% | -$5.59万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $25.29万 | 0.22% | 3,856 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $24.93万 | 0.22% | 873 | 1 | 0.1% | $286 | 重新持有 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.83万 | 0.22% | 10,214 | 90 | 0.9% | $2,188 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $24.52万 | 0.22% | 3,149 | 1,178 | 59.8% | $9.17万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.28万 | 0.21% | 1,421 | 1,421 | — | $24.28万 | 新建仓 |
| IJH | ISHARES TR | $23.75万 | 0.21% | 3,080 | 29 | 1.0% | $2,236 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $23.68万 | 0.21% | 881 | 32 | 3.8% | $8,602 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $23.24万 | 0.20% | 400 | 168 | 72.4% | $9.76万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.05万 | 0.19% | 4,347 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.93万 | 0.18% | 2,430 | 2,145 | 752.6% | $18.48万 | 重新持有 |
| UEC | URANIUM ENERGY CORP | $13.77万 | 0.12% | 12,916 | 11,566 | 856.7% | $12.33万 | 重新持有 |
| — | SS INNOVATIONS INTERNATIONAL | $7.74万 | 0.07% | 18,655 | 1,925 | 11.5% | $7,989 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $5.29万 | 0.05% | 13,750 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.13万 | 0.02% | 11,115 | 750 | 7.2% | $1,440 | 加仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -11,213 | -100.0% | -$29.02万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,275 | -100.0% | -$23.19万 | 清仓 |
| IEO | ISHARES TR | $0 | 0.00% | 0 | -1,817 | -100.0% | -$22.69万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,068 | -100.0% | -$22.09万 | 清仓 |
| — | RE/MAX HLDGS INC | $0 | 0.00% | 0 | -10,393 | -100.0% | -$5.99万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -16,456 | -100.0% | -$8,500 | 清仓 |