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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -280 | -100.0% | -$4.00万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $0 | 0.00% | 0 | -1,648 | -100.0% | -$4.00万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | $0 | 0.00% | 0 | -1,961 | -100.0% | -$3.90万 | 清仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $0 | 0.00% | 0 | -122 | -100.0% | -$3.80万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REITREIT | $0 | 0.00% | 0 | -810 | -100.0% | -$3.80万 | 清仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -1,299 | -100.0% | -$3.80万 | 清仓 |
| SPHY | STATE SRT SPDR PRTFL HGHYLD BND ETF | $0 | 0.00% | 0 | -1,610 | -100.0% | -$3.80万 | 清仓 |
| TKO | TKO GROUP HLDGS INC CLASS A | $0 | 0.00% | 0 | -182 | -100.0% | -$3.80万 | 清仓 |
| SPYV | ST STRT SPDR PRTFL S&P 500 VL ETF IV | $0 | 0.00% | 0 | -664 | -100.0% | -$3.80万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -222 | -100.0% | -$3.80万 | 清仓 |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETF | $0 | 0.00% | 0 | -783 | -100.0% | -$3.70万 | 清仓 |
| CRWV | COREWEAVE INC CLASS A | $0 | 0.00% | 0 | -512 | -100.0% | -$3.70万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -391 | -100.0% | -$3.70万 | 清仓 |
| O | REALTY INCOME CORP REIT | $0 | 0.00% | 0 | -656 | -100.0% | -$3.70万 | 清仓 |
| SCHA | SCHWAB US SMALL CAP ETF | $0 | 0.00% | 0 | -1,302 | -100.0% | -$3.70万 | 清仓 |
| VO | VANGUARD MID CAP ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$3.60万 | 清仓 |
| ARLP | ALLIANCE RESOURCE PAR LP | $0 | 0.00% | 0 | -1,500 | -100.0% | -$3.50万 | 清仓 |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | $0 | 0.00% | 0 | -606 | -100.0% | -$3.50万 | 清仓 |
| FDIS | FIDELITY MSCI CONS DISCRINDX ETF | $0 | 0.00% | 0 | -340 | -100.0% | -$3.50万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -214 | -100.0% | -$3.50万 | 清仓 |
| HEZU | ISHARES CRRNCY HDG MSCI EURZN ETF | $0 | 0.00% | 0 | -793 | -100.0% | -$3.50万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -394 | -100.0% | -$3.40万 | 清仓 |
| OOMA | OOMA INC | $0 | 0.00% | 0 | -2,865 | -100.0% | -$3.40万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -366 | -100.0% | -$3.40万 | 清仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDX ETF | $0 | 0.00% | 0 | -455 | -100.0% | -$3.40万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -1,377 | -100.0% | -$3.40万 | 清仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$3.40万 | 清仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VAL ETF | $0 | 0.00% | 0 | -681 | -100.0% | -$3.40万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -211 | -100.0% | -$3.30万 | 清仓 |
| DFAX | DIMENSIONAL WLD EX US CREQ 2 ETF | $0 | 0.00% | 0 | -1,010 | -100.0% | -$3.30万 | 清仓 |
| BKNG | BOOKING HLDGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$3.20万 | 清仓 |
| DYNF | ISHS US EQTY FACTR ROTATN ACT ETF | $0 | 0.00% | 0 | -530 | -100.0% | -$3.20万 | 清仓 |
| MGK | VANGUARD MEGA CAP GROWTHETF | $0 | 0.00% | 0 | -78 | -100.0% | -$3.20万 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $0 | 0.00% | 0 | -413 | -100.0% | -$3.20万 | 清仓 |
| RWO | SPDR DOW JONE GLOBAL REAL ESTATE ETF | $0 | 0.00% | 0 | -712 | -100.0% | -$3.20万 | 清仓 |
| GSIE | GOLDMAN SACHS ACTVBT INTEREQY ETF | $0 | 0.00% | 0 | -716 | -100.0% | -$3.10万 | 清仓 |
| MRK | MERCK & CO. INC. | $0 | 0.00% | 0 | -293 | -100.0% | -$3.10万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -135 | -100.0% | -$3.10万 | 清仓 |
| HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF | $0 | 0.00% | 0 | -329 | -100.0% | -$3.10万 | 清仓 |
| RPV | INVSC S P 500 PURE VALUEETF | $0 | 0.00% | 0 | -301 | -100.0% | -$3.10万 | 清仓 |
| DON | WISDOMTREE US MIDCAP DIVIDEND ETF | $0 | 0.00% | 0 | -600 | -100.0% | -$3.10万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -449 | -100.0% | -$3.10万 | 清仓 |
| VTR | VENTAS INC REIT | $0 | 0.00% | 0 | -391 | -100.0% | -$3.00万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -393 | -100.0% | -$2.90万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$2.90万 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -127 | -100.0% | -$2.90万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | $0 | 0.00% | 0 | -287 | -100.0% | -$2.80万 | 清仓 |
| VPU | VANGUARD UTILITIES ETF | $0 | 0.00% | 0 | -153 | -100.0% | -$2.80万 | 清仓 |
| XLU | STATE STRT UTLTES SLET SCTR SPDR ETF | $0 | 0.00% | 0 | -660 | -100.0% | -$2.80万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDGSCLASS A | $0 | 0.00% | 0 | -3,970 | -100.0% | -$2.80万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$2.80万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -690 | -100.0% | -$2.80万 | 清仓 |
| FSTA | FIDELITY MSCI CONS STPLSINDX ETF | $0 | 0.00% | 0 | -566 | -100.0% | -$2.80万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -200 | -100.0% | -$2.70万 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$2.70万 | 清仓 |
| USHY | ISHARES BROAD USD HG YLDCRP BND ETF | $0 | 0.00% | 0 | -734 | -100.0% | -$2.70万 | 清仓 |
| BSV | VANGUARD SHORT-TERM BONDETF | $0 | 0.00% | 0 | -335 | -100.0% | -$2.60万 | 清仓 |
| BPRE | BLUEROCK PRIVATE REAL ES | $0 | 0.00% | 0 | -1,759 | -100.0% | -$2.60万 | 清仓 |
| ANGL | VANECK FALLEN ANGEL HIGHYLD BND ETF | $0 | 0.00% | 0 | -879 | -100.0% | -$2.60万 | 清仓 |
| HTD | JOHN HANCOCK TAX ADVANTA | $0 | 0.00% | 0 | -1,090 | -100.0% | -$2.60万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -81 | -100.0% | -$2.60万 | 清仓 |
| XNTK | STATE STREET SPDR NYSE TECHNOLGY ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$2.50万 | 清仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $0 | 0.00% | 0 | -913 | -100.0% | -$2.50万 | 清仓 |
| RSPN | INVSC SP 500 EQUAL WGHT INDSTRL ETF | $0 | 0.00% | 0 | -450 | -100.0% | -$2.50万 | 清仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $0 | 0.00% | 0 | -251 | -100.0% | -$2.50万 | 清仓 |
| IHI | ISHARES US MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -382 | -100.0% | -$2.40万 | 清仓 |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | $0 | 0.00% | 0 | -319 | -100.0% | -$2.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -90 | -100.0% | -$2.40万 | 清仓 |
| XLC | STE STRT COMTN SR SLCT SCTR SPDR ETF | $0 | 0.00% | 0 | -195 | -100.0% | -$2.30万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -501 | -100.0% | -$2.30万 | 清仓 |
| EPD | ENTERPRISE PRODS PART LP | $0 | 0.00% | 0 | -704 | -100.0% | -$2.30万 | 清仓 |
| GRAB | GRAB HLDGS LTD FCLASS CLASS A | $0 | 0.00% | 0 | -4,587 | -100.0% | -$2.30万 | 清仓 |
| 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 |