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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $20.05万 | 0.21% | 307 | 93 | 43.5% | $6.07万 | 加仓 |
| IJH | ISHARES TR | $20.60万 | 0.22% | 3,051 | 5 | 0.2% | $338 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.89万 | 0.22% | 4,347 | 2,026 | 87.3% | $9.73万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.23万 | 0.22% | 752 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.09万 | 0.23% | 1,068 | 17 | 1.6% | $3,516 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $22.33万 | 0.23% | 3,856 | -620 | -13.9% | -$3.59万 | 减仓 |
| IEO | ISHARES TR | $22.69万 | 0.24% | 1,817 | 1,817 | — | $22.69万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.77万 | 0.24% | 841 | -107 | -11.3% | -$2.90万 | 减仓 |
| XOP | SPDR SERIES TRUST | $23.19万 | 0.24% | 1,275 | 369 | 40.7% | $6.71万 | 加仓 |
| ITB | ISHARES TR | $23.64万 | 0.25% | 2,611 | 596 | 29.6% | $5.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.05万 | 0.25% | 3,753 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.28万 | 0.25% | 10,124 | -6,842 | -40.3% | -$16.41万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $24.61万 | 0.26% | 35,828 | 7,178 | 25.1% | $4.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.42万 | 0.28% | 1,806 | 70 | 4.0% | $1.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $26.67万 | 0.28% | 721 | 45 | 6.7% | $1.66万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $26.79万 | 0.28% | 8,732 | 1,840 | 26.7% | $5.64万 | 加仓 |
| BA | BOEING CO | $28.65万 | 0.30% | 1,440 | -14 | -1.0% | -$2,785 | 减仓 |
| CCL | CARNIVAL CORP | $29.02万 | 0.30% | 11,213 | 988 | 9.7% | $2.56万 | 加仓 |
| SHY | ISHARES TR | $29.30万 | 0.31% | 3,549 | -1,153 | -24.5% | -$9.52万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.51万 | 0.33% | 10,817 | 1,112 | 11.5% | $3.24万 | 加仓 |
| SHV | ISHARES TR | $33.76万 | 0.35% | 3,059 | 1,226 | 66.9% | $13.53万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.08万 | 0.36% | 873 | -10 | -1.1% | -$3,904 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $37.92万 | 0.40% | 1,159 | 1 | 0.1% | $327 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $37.93万 | 0.40% | 5,150 | 2,366 | 85.0% | $17.42万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $38.44万 | 0.40% | 3,202 | 1,072 | 50.3% | $12.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $38.66万 | 0.40% | 4,219 | 131 | 3.2% | $1.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.51万 | 0.43% | 1,508 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $41.74万 | 0.44% | 8,247 | 27 | 0.3% | $1,367 | 加仓 |
| CVNA | CARVANA CO | $45.11万 | 0.47% | 1,435 | -81 | -5.3% | -$2.55万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $45.52万 | 0.48% | 5,904 | 3,850 | 187.4% | $29.69万 | 加仓 |
| SGOV | ISHARES TR | $46.53万 | 0.49% | 4,622 | 4,622 | — | $46.53万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $49.18万 | 0.51% | 1,646 | 2 | 0.1% | $598 | 加仓 |
| AMZN | AMAZON COM INC | $50.15万 | 0.52% | 2,408 | 50 | 2.1% | $1.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.67万 | 0.54% | 1,973 | -223 | -10.2% | -$5.84万 | 减仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $56.30万 | 0.59% | 5,884 | -18,523 | -75.9% | -$177.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $61.42万 | 0.64% | 1,064 | 217 | 25.6% | $12.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.25万 | 0.69% | 1,019 | 6 | 0.6% | $3,901 | 加仓 |
| — | EXXON MOBIL CORP | $69.23万 | 0.72% | 4,081 | 1,156 | 39.5% | $19.61万 | 加仓 |
| IAU | ISHARES GOLD TR | $70.62万 | 0.74% | 8,010 | 832 | 11.6% | $7.33万 | 加仓 |
| GLD | SPDR GOLD TR | $71.64万 | 0.75% | 1,665 | 167 | 11.1% | $7.19万 | 加仓 |
| WMT | WALMART INC | $72.13万 | 0.75% | 5,804 | 106 | 1.9% | $1.32万 | 加仓 |
| TSLA | TESLA INC | $75.17万 | 0.78% | 2,022 | 67 | 3.4% | $2.49万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $78.52万 | 0.82% | 20,523 | 20,448 | 27,264.0% | $78.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $107.32万 | 1.12% | 6,154 | -43 | -0.7% | -$7,499 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $122.41万 | 1.28% | 22,160 | -87,438 | -79.8% | -$483.01万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $135.64万 | 1.42% | 14,518 | -52,248 | -78.3% | -$488.15万 | 减仓 |
| AAPL | APPLE INC | $138.52万 | 1.45% | 5,458 | 1,197 | 28.1% | $30.38万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $142.54万 | 1.49% | 18,981 | -975 | -4.9% | -$7.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $161.33万 | 1.68% | 5,029 | 2,775 | 123.1% | $89.02万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $168.77万 | 1.76% | 41,356 | 14,237 | 52.5% | $58.10万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $187.01万 | 1.95% | 37,545 | 8,171 | 27.8% | $40.70万 | 加仓 |
| USRT | ISHARES TR | $196.65万 | 2.05% | 33,223 | 33,223 | — | $196.65万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $198.97万 | 2.08% | 76,527 | 76,527 | — | $198.97万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $210.95万 | 2.20% | 79,274 | 37,693 | 90.6% | $100.30万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $231.31万 | 2.41% | 15,866 | 4,764 | 42.9% | $69.45万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $276.41万 | 2.89% | 47,217 | 27,830 | 143.5% | $162.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $284.56万 | 2.97% | 37,178 | -3,722 | -9.1% | -$28.49万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $348.54万 | 3.64% | 88,394 | 28,701 | 48.1% | $113.17万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $425.51万 | 4.44% | 86,964 | 17,172 | 24.6% | $84.02万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $553.35万 | 5.78% | 109,858 | 109,858 | — | $553.35万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $570.66万 | 5.96% | 104,612 | 24,332 | 30.3% | $132.73万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $577.59万 | 6.03% | 169,653 | 44,865 | 36.0% | $152.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $619.68万 | 6.47% | 80,290 | -119,958 | -59.9% | -$925.84万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $676.72万 | 7.06% | 60,362 | 18,544 | 44.3% | $207.90万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $737.22万 | 7.69% | 264,710 | 264,710 | — | $737.22万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $769.01万 | 8.03% | 140,228 | 140,228 | — | $769.01万 | 新建仓 |