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 |
|---|---|---|---|---|---|---|---|---|
| RQI | COHEN STEERS QUAL INCOME | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.30万 | 清仓 |
| WPC | W P CAREY INC REIT | $0 | 0.00% | 0 | -354 | -100.0% | -$2.30万 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE TERM COR ETF | $0 | 0.00% | 0 | -271 | -100.0% | -$2.30万 | 清仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $0 | 0.00% | 0 | -271 | -100.0% | -$2.20万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -369 | -100.0% | -$2.20万 | 清仓 |
| — | INTERMEDIATE MUNICIPAL IN ETF | $0 | 0.00% | 0 | -414 | -100.0% | -$2.10万 | 清仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$2.10万 | 清仓 |
| BNY | BANK NEW YORK MELLON COR | $0 | 0.00% | 0 | -177 | -100.0% | -$2.10万 | 清仓 |
| SMR | NUSCALE PWR CORP CLASS A | $0 | 0.00% | 0 | -1,448 | -100.0% | -$2.10万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -299 | -100.0% | -$2.10万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -301 | -100.0% | -$2.10万 | 清仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $0 | 0.00% | 0 | -1,304 | -100.0% | -$2.10万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -31 | -100.0% | -$2.10万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $0 | 0.00% | 0 | -99 | -100.0% | -$2.10万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -524 | -100.0% | -$2.00万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -90 | -100.0% | -$2.00万 | 清仓 |
| VFH | VANGUARD FINANCIALS ETF | $0 | 0.00% | 0 | -147 | -100.0% | -$2.00万 | 清仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $0 | 0.00% | 0 | -218 | -100.0% | -$2.00万 | 清仓 |
| SCHC | SCHWAB INTERNATNAL SMALLCAP EQY ETF | $0 | 0.00% | 0 | -445 | -100.0% | -$2.00万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -130 | -100.0% | -$2.00万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -110 | -100.0% | -$2.00万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -185 | -100.0% | -$2.00万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -310 | -100.0% | -$2.00万 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -425 | -100.0% | -$2.00万 | 清仓 |
| UFOX | DEFIANCE CONNECTIVE TECNLG ETF | $0 | 0.00% | 0 | -319 | -100.0% | -$2.00万 | 清仓 |
| — | INVSC SP 500 EQUAL WGHT REAL EST ETF | $0 | 0.00% | 0 | -603 | -100.0% | -$2.00万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$1.90万 | 清仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$1.90万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.90万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANG | $0 | 0.00% | 0 | -119 | -100.0% | -$1.90万 | 清仓 |
| VXF | VANGUARD EXTENDED MARKETETF | $0 | 0.00% | 0 | -91 | -100.0% | -$1.90万 | 清仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.90万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -243 | -100.0% | -$1.90万 | 清仓 |
| IBM | IBM CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$1.90万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$1.90万 | 清仓 |
| MLN | VANECK LONG MUNI ETF | $0 | 0.00% | 0 | -1,106 | -100.0% | -$1.90万 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $0 | 0.00% | 0 | -160 | -100.0% | -$1.80万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -34 | -100.0% | -$1.80万 | 清仓 |
| SHOP | SHOPIFY INC FCLASS A | $0 | 0.00% | 0 | -110 | -100.0% | -$1.80万 | 清仓 |
| XHB | STATE SRT SPDR S&P HMBLDRS ETF | $0 | 0.00% | 0 | -180 | -100.0% | -$1.80万 | 清仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -181 | -100.0% | -$1.80万 | 清仓 |
| — | ISHARES EURO INVESTMENT GRADE CORPORATE BD USD ETF | $0 | 0.00% | 0 | -358 | -100.0% | -$1.80万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$1.80万 | 清仓 |
| STEW | SRH TOTAL RETURN CF | $0 | 0.00% | 0 | -898 | -100.0% | -$1.70万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1.70万 | 清仓 |
| AMLP | ALPS ALERIAN MLP ETF | $0 | 0.00% | 0 | -369 | -100.0% | -$1.70万 | 清仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$1.70万 | 清仓 |
| — | AMPLIFY ONLINE RETAIL ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$1.70万 | 清仓 |
| IGOV | ISHARES INTERNATIONAL TRSRY BND ETF | $0 | 0.00% | 0 | -420 | -100.0% | -$1.70万 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -81 | -100.0% | -$1.60万 | 清仓 |
| FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | $0 | 0.00% | 0 | -352 | -100.0% | -$1.60万 | 清仓 |
| DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | $0 | 0.00% | 0 | -185 | -100.0% | -$1.60万 | 清仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $0 | 0.00% | 0 | -119 | -100.0% | -$1.60万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.60万 | 清仓 |
| DBEF | XTRACKERS MSCI EAFE HDGDEQY ETF | $0 | 0.00% | 0 | -340 | -100.0% | -$1.60万 | 清仓 |
| ENB | ENBRIDGE INC F | $0 | 0.00% | 0 | -335 | -100.0% | -$1.60万 | 清仓 |
| XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | $0 | 0.00% | 0 | -352 | -100.0% | -$1.60万 | 清仓 |
| — | ST STRT SPDR RSL 1000 MMNTM F ETF IV | $0 | 0.00% | 0 | -126 | -100.0% | -$1.60万 | 清仓 |
| EMB | ISHARES JPMORGAN USD MTSBOND ETF | $0 | 0.00% | 0 | -167 | -100.0% | -$1.60万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES ONLINE RETAIL ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.50万 | 清仓 |
| SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | $0 | 0.00% | 0 | -335 | -100.0% | -$1.50万 | 清仓 |
| RBA | RB GLOBAL INC F | $0 | 0.00% | 0 | -149 | -100.0% | -$1.50万 | 清仓 |
| NET | CLOUDFLARE INC CLASS CLASS A | $0 | 0.00% | 0 | -75 | -100.0% | -$1.50万 | 清仓 |
| TSLL | DIREXION DAILY TSLA BULL2X ETF | $0 | 0.00% | 0 | -809 | -100.0% | -$1.50万 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.50万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -195 | -100.0% | -$1.50万 | 清仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$1.50万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | $0 | 0.00% | 0 | -59 | -100.0% | -$1.50万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -280 | -100.0% | -$1.50万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -366 | -100.0% | -$1.50万 | 清仓 |
| — | WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 | $0 | 0.00% | 0 | -513 | -100.0% | -$1.50万 | 清仓 |
| CWB | ST STRET SPDR BLMBRG CNVBL SCRTS ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.40万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -44 | -100.0% | -$1.40万 | 清仓 |
| FELG | FIDELITY ENHANCED LARGE CAP ETF | $0 | 0.00% | 0 | -342 | -100.0% | -$1.40万 | 清仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$1.40万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1.40万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1.40万 | 清仓 |
| — | LANDS END INC NEW | $0 | 0.00% | 0 | -990 | -100.0% | -$1.40万 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMI | $0 | 0.00% | 0 | -500 | -100.0% | -$1.40万 | 清仓 |
| PRFZ | INVSC RAFI US 1500 SML MID ETF | $0 | 0.00% | 0 | -315 | -100.0% | -$1.40万 | 清仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | $0 | 0.00% | 0 | -95 | -100.0% | -$1.40万 | 清仓 |
| ET | ENERGY TRANSFER L P LP | $0 | 0.00% | 0 | -842 | -100.0% | -$1.40万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -85 | -100.0% | -$1.40万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUCLASS CLASS A | $0 | 0.00% | 0 | -216 | -100.0% | -$1.40万 | 清仓 |
| BMBL | BUMBLE INC CLASS A | $0 | 0.00% | 0 | -3,906 | -100.0% | -$1.40万 | 清仓 |
| SPYD | ST STRT SPDR PRTL S&P 500 HG ETF | $0 | 0.00% | 0 | -306 | -100.0% | -$1.30万 | 清仓 |
| MOO | VANECK AGRIBUSINESS ETF | $0 | 0.00% | 0 | -181 | -100.0% | -$1.30万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -1,079 | -100.0% | -$1.30万 | 清仓 |
| SCHM | CHARLES SCHWAB US MC ETF | $0 | 0.00% | 0 | -440 | -100.0% | -$1.30万 | 清仓 |
| — | NUVEEN DOW 30SM DYNAMIC | $0 | 0.00% | 0 | -864 | -100.0% | -$1.30万 | 清仓 |
| CWCO | CONSOLIDATED WATER CO F | $0 | 0.00% | 0 | -377 | -100.0% | -$1.30万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW CLASS A | $0 | 0.00% | 0 | -365 | -100.0% | -$1.30万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.30万 | 清仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$1.30万 | 清仓 |
| SLYG | ST STRT SPDR S&P 600 S CGRW ETF IV | $0 | 0.00% | 0 | -134 | -100.0% | -$1.30万 | 清仓 |
| PINS | PINTEREST INC CLASS A | $0 | 0.00% | 0 | -500 | -100.0% | -$1.30万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1.20万 | 清仓 |
| MDYV | ST SRT SPDR S&P 400 M C VAL ETF | $0 | 0.00% | 0 | -138 | -100.0% | -$1.20万 | 清仓 |
| PFF | ISHARES PREFERRED INCOMESEC ETF | $0 | 0.00% | 0 | -392 | -100.0% | -$1.20万 | 清仓 |