IFC & Insurance Marketing, Inc.
AUBURN CA · SEC CIK 0002095709
$9,580.48万2026Q1 申报市值
72持仓数
58.1%前十大占比 · 第一大 8.0%
7 / 684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
IDMO 新建仓+$769.01万
FNDX 新建仓+$737.22万
JAAA 新建仓+$553.35万
SPMO 加仓+$207.90万
SCYB 新建仓+$198.97万
2026Q1 卖出最多 按季末市值估算
BIV 减仓-$925.84万
BKIE 减仓-$488.15万
FDVV 减仓-$483.01万
SPTS 清仓-$389.50万
BBRE 减仓-$177.25万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTS | STATE STRET SPDR PRTFL ST TR ETF IV | $0 | 0.00% | 0 | -133,022 | -100.0% | -$389.50万 | 清仓 |
| FDEM | FIDELITY EMERG MARKT MULTIFACT ETF | $0 | 0.00% | 0 | -22,250 | -100.0% | -$68.70万 | 清仓 |
| SCHR | SCHWAB INTERMEDIATE TERMUS TRS ETF | $0 | 0.00% | 0 | -19,081 | -100.0% | -$47.90万 | 清仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -11,652 | -100.0% | -$38.20万 | 清仓 |
| LVHI | FRANKLIN INTL LOW VOLATILITY HIG ETF | $0 | 0.00% | 0 | -6,476 | -100.0% | -$23.80万 | 清仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $0 | 0.00% | 0 | -2,324 | -100.0% | -$21.50万 | 清仓 |
| FICS | FIRST TRUST INTL DELP CAPTL SGTH ETF | $0 | 0.00% | 0 | -5,084 | -100.0% | -$20.40万 | 清仓 |
| FTEC | FIDELITY MSCI INFOR TECHINDX ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY CLASS CLASS B | $0 | 0.00% | 0 | -368 | -100.0% | -$18.50万 | 清仓 |
| PGX | INVESCO PREFERRED ETF | $0 | 0.00% | 0 | -16,059 | -100.0% | -$18.10万 | 清仓 |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | $0 | 0.00% | 0 | -1,798 | -100.0% | -$17.40万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HII | HUNTINGTON INGALLS INDS | $0 | 0.00% | 0 | -508 | -100.0% | -$17.30万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TRERY BOND ETF | $0 | 0.00% | 0 | -1,414 | -100.0% | -$16.90万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -634 | -100.0% | -$16.60万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -1,910 | -100.0% | -$16.40万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -485 | -100.0% | -$15.60万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$15.50万 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -673 | -100.0% | -$15.20万 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -1,791 | -100.0% | -$15.00万 | 清仓 |
| FIXD | FIRST TRUST SMITH OPPRTNISTIC FI ETF | $0 | 0.00% | 0 | -3,223 | -100.0% | -$14.30万 | 清仓 |
| ISCF | ISHS INTRNTNL SMALLA EQYFACT ETF | $0 | 0.00% | 0 | -3,453 | -100.0% | -$14.30万 | 清仓 |
| GLDM | SPDR GOLD MINISHARES ETV | $0 | 0.00% | 0 | -1,657 | -100.0% | -$14.10万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -932 | -100.0% | -$14.00万 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| T | AT&T INC | $0 | 0.00% | 0 | -5,555 | -100.0% | -$13.80万 | 清仓 |
| KIE | STATE SRT SPDR S&P INSURNC ETF | $0 | 0.00% | 0 | -2,260 | -100.0% | -$13.60万 | 清仓 |
| IEMG | ISHARES CORE MSCI EMERGING ETF | $0 | 0.00% | 0 | -1,978 | -100.0% | -$13.30万 | 清仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,305 | -100.0% | -$13.00万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -1,553 | -100.0% | -$12.60万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC | $0 | 0.00% | 0 | -215 | -100.0% | -$12.50万 | 清仓 |
| SPSM | ST STRET SPDR PRTFL S&P 600 S C ETF | $0 | 0.00% | 0 | -2,668 | -100.0% | -$12.50万 | 清仓 |
| APP | APPLOVIN CORP CLASS A | $0 | 0.00% | 0 | -180 | -100.0% | -$12.10万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -617 | -100.0% | -$12.00万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS IN | $0 | 0.00% | 0 | -191 | -100.0% | -$11.90万 | 清仓 |
| AIQ | GLOBAL X FUND GLB X ART INTL TGY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP CLASS A | $0 | 0.00% | 0 | -1,346 | -100.0% | -$10.90万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -2,659 | -100.0% | -$10.80万 | 清仓 |
| RWR | ST SRT SPDR DOW JONES REIT ET ETF IV | $0 | 0.00% | 0 | -1,097 | -100.0% | -$10.80万 | 清仓 |
| VOO | VANGUARD S&P 500 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -1,153 | -100.0% | -$10.70万 | 清仓 |
| IJT | ISHARES S&P SMLL CAP 600GRTH ETF | $0 | 0.00% | 0 | -752 | -100.0% | -$10.60万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -299 | -100.0% | -$10.50万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -717 | -100.0% | -$10.30万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -208 | -100.0% | -$9.80万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -978 | -100.0% | -$9.80万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -1,090 | -100.0% | -$9.70万 | 清仓 |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | $0 | 0.00% | 0 | -911 | -100.0% | -$9.70万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIV ETF | $0 | 0.00% | 0 | -686 | -100.0% | -$9.60万 | 清仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $0 | 0.00% | 0 | -1,181 | -100.0% | -$9.40万 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELDCOR BND ETF | $0 | 0.00% | 0 | -2,531 | -100.0% | -$9.30万 | 清仓 |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -630 | -100.0% | -$9.00万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -3,162 | -100.0% | -$8.70万 | 清仓 |
| GOVT | ISHARES US TREASURY BONDETF | $0 | 0.00% | 0 | -3,796 | -100.0% | -$8.70万 | 清仓 |
| XLRE | STATE SRT REL EST SLCT SCTR SPDR ETF | $0 | 0.00% | 0 | -2,167 | -100.0% | -$8.70万 | 清仓 |
| RDDT | REDDIT INC CLASS A | $0 | 0.00% | 0 | -373 | -100.0% | -$8.60万 | 清仓 |
| XAR | ST SRT SPDR S&P ARSPC ADDEF ETF | $0 | 0.00% | 0 | -358 | -100.0% | -$8.60万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -621 | -100.0% | -$8.50万 | 清仓 |
| JETS | US GLOBAL JETS ETF | $0 | 0.00% | 0 | -3,016 | -100.0% | -$8.50万 | 清仓 |
| F | FORD MTR CO DEL | $0 | 0.00% | 0 | -6,495 | -100.0% | -$8.50万 | 清仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $0 | 0.00% | 0 | -383 | -100.0% | -$8.40万 | 清仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -1,638 | -100.0% | -$8.30万 | 清仓 |
| DTCR | GLOBAL X DATA CNTR DGTL INFR ETF | $0 | 0.00% | 0 | -3,912 | -100.0% | -$8.30万 | 清仓 |
| BOND | PIMCO ACTIVE BOND ETF | $0 | 0.00% | 0 | -885 | -100.0% | -$8.20万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -237 | -100.0% | -$8.20万 | 清仓 |
| BE | BLOOM ENERGY CORP CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES IBOXX HIGH YIELDBOND ETF | $0 | 0.00% | 0 | -1,007 | -100.0% | -$8.10万 | 清仓 |
| FCOM | FIDELITY MSCI COMM SRV INDEX ETF | $0 | 0.00% | 0 | -1,101 | -100.0% | -$8.10万 | 清仓 |
| LQD | ISHARES IBOXX INVT GRADEBOND ETF | $0 | 0.00% | 0 | -726 | -100.0% | -$8.00万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -389 | -100.0% | -$8.00万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -264 | -100.0% | -$7.60万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC | $0 | 0.00% | 0 | -5,132 | -100.0% | -$7.50万 | 清仓 |
| IAGG | ISHARES INTERNTINL AGGRGT BND ETF | $0 | 0.00% | 0 | -1,482 | -100.0% | -$7.40万 | 清仓 |
| XLB | STATE STRET MATRL SLCT SCTR SPDR ETF | $0 | 0.00% | 0 | -1,614 | -100.0% | -$7.30万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -382 | -100.0% | -$7.30万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -1,305 | -100.0% | -$7.20万 | 清仓 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $0 | 0.00% | 0 | -3,480 | -100.0% | -$7.00万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$6.90万 | 清仓 |
| Z | ZILLOW GROUP INC CLASS CLASS C | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6.80万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -527 | -100.0% | -$6.80万 | 清仓 |
| FNCL | FIDELITY MSCI FINANCIALSINDX ETF | $0 | 0.00% | 0 | -863 | -100.0% | -$6.70万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUEETF | $0 | 0.00% | 0 | -310 | -100.0% | -$6.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -342 | -100.0% | -$6.60万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -182 | -100.0% | -$6.30万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -1,171 | -100.0% | -$6.20万 | 清仓 |
| IBIT | ISHARES BITCOIN ETF | $0 | 0.00% | 0 | -1,219 | -100.0% | -$6.10万 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -339 | -100.0% | -$6.10万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$6.00万 | 清仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -1,501 | -100.0% | -$5.90万 | 清仓 |
| SPSB | ST STRET SPDR PRTFL S T CRPRT ETF IV | $0 | 0.00% | 0 | -1,911 | -100.0% | -$5.80万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.80万 | 清仓 |
| IVOO | VANGUARD S&P MID CAP 400ETF | $0 | 0.00% | 0 | -507 | -100.0% | -$5.70万 | 清仓 |
| QUAL | ISHARES MSCI USA QLTY FACT ETF | $0 | 0.00% | 0 | -283 | -100.0% | -$5.60万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $0 | 0.00% | 0 | -730 | -100.0% | -$5.50万 | 清仓 |
| CORP | PIMCO INVEST GRADE CORP BND IDX ETF | $0 | 0.00% | 0 | -555 | -100.0% | -$5.40万 | 清仓 |
| SPMD | ST STRET SPDR PRTFL S&P 400 M ETF IV | $0 | 0.00% | 0 | -918 | -100.0% | -$5.30万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -428 | -100.0% | -$5.30万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -111 | -100.0% | -$5.20万 | 清仓 |