13F 机构持仓

IFC & Insurance Marketing, Inc.

AUBURN CA · SEC CIK 0002095709

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IDMO 8.0%
FNDX 7.7%
SPMO 7.1%
BIV 6.5%
FTGS 6.0%
XLG 6.0%
JAAA 5.8%
FNDF 4.4%
SDVY 3.6%
SPYM 3.0%

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
HIMS HIMS & HERS HEALTH INC CLASS CLASS A $00.00%0 -175-100.0% -$6,000 清仓
UBS UBS GROUP AG F $00.00%0 -134-100.0% -$6,000 清仓
MMYT MAKEMYTRIP LIMITED, MA F $00.00%0 -73-100.0% -$6,000 清仓
XSVM INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF $00.00%0 -105-100.0% -$6,000 清仓
TSLX SIXTH STREET SPECIALTY L $00.00%0 -238-100.0% -$5,000 清仓
POOL POOL CORP $00.00%0 -22-100.0% -$5,000 清仓
COR CENCORA INC CLASS SERIES A $00.00%0 -15-100.0% -$5,000 清仓
MAA MID-AMER APT CMNTYS INC REIT $00.00%0 -35-100.0% -$5,000 清仓
SPTM ST SRT SPDR PTFL S&P 1500 CMPST ETF $00.00%0 -64-100.0% -$5,000 清仓
PSA PUBLIC STORAGE REIT $00.00%0 -18-100.0% -$5,000 清仓
AMAT APPLIED MATLS INC $00.00%0 -20-100.0% -$5,000 清仓
ABNB AIRBNB INC CLASS A $00.00%0 -40-100.0% -$5,000 清仓
JPIE JPMORGAN INCOME ETF $00.00%0 -114-100.0% -$5,000 清仓
MNST MONSTER BEVERAGE CORP NE $00.00%0 -60-100.0% -$5,000 清仓
— FIRST TRUST MLT MNR SML CP OP ETF $00.00%0 -226-100.0% -$5,000 清仓
GWW GRAINGER W W INC $00.00%0 -5-100.0% -$5,000 清仓
BAP CREDICORP LTD F $00.00%0 -16-100.0% -$5,000 清仓
— ST SRT SPDR S&P HLTH CR EQPMNT ETF $00.00%0 -55-100.0% -$5,000 清仓
DVY ISHARES SELECT DIVIDEND ETF $00.00%0 -35-100.0% -$5,000 清仓
Q QNITY ELECTRONICS INC $00.00%0 -57-100.0% -$5,000 清仓
RKLB ROCKET LAB CORP CLASS CLASS A $00.00%0 -67-100.0% -$5,000 清仓
FMB FIRST TRUST MANAGED MUNICIPAL ETF $00.00%0 -99-100.0% -$5,000 清仓
PEP PEPSICO INC $00.00%0 -32-100.0% -$5,000 清仓
BAH BOOZ ALLEN HAMILTON HLDGCLASS CLASS A $00.00%0 -65-100.0% -$5,000 清仓
ADSK AUTODESK INC $00.00%0 -17-100.0% -$5,000 清仓
— DUPONT DE NEMOURS INC $00.00%0 -115-100.0% -$5,000 清仓
ADP AUTOMATIC DATA PROCESSIN $00.00%0 -19-100.0% -$5,000 清仓
EFA ISHARES MSCI EAFE ETF $00.00%0 -54-100.0% -$5,000 清仓
JNK ST STRT SPDR BLMBG HGH YLD BND ETF $00.00%0 -48-100.0% -$5,000 清仓
INTC INTEL CORP $00.00%0 -125-100.0% -$5,000 清仓
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF $00.00%0 -104-100.0% -$5,000 清仓
BBSC JPMORGAN BETABUILDERS U.S. SMALL CAP $00.00%0 -64-100.0% -$5,000 清仓
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF $00.00%0 -40-100.0% -$5,000 清仓
PAYX PAYCHEX INC $00.00%0 -43-100.0% -$5,000 清仓
BWX SPDR BLOOMBG INTL TRY BDETF $00.00%0 -240-100.0% -$5,000 清仓
ATLC ATLANTICUS HLDGS CORP $00.00%0 -80-100.0% -$5,000 清仓
CAG CONAGRA BRANDS INC $00.00%0 -266-100.0% -$5,000 清仓
CBSH COMMERCE BANCSHARES INC $00.00%0 -90-100.0% -$5,000 清仓
DOCN DIGITALOCEAN HLDGS INC $00.00%0 -105-100.0% -$5,000 清仓
BMEZ BLACKROCK HEALTH SCIENCE $00.00%0 -300-100.0% -$5,000 清仓
NWSA NEWS CORP NEW CLASS A $00.00%0 -202-100.0% -$5,000 清仓
— THOMSON REUTERS CORP F $00.00%0 -37-100.0% -$5,000 清仓
KELYA KELLY SVCS INC CLASS CLASS A $00.00%0 -600-100.0% -$5,000 清仓
USAR USA RARE EARTH INC CLASS CLASS A $00.00%0 -342-100.0% -$4,000 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -89-100.0% -$4,000 清仓
SERV SERVE ROBOTICS INC $00.00%0 -350-100.0% -$4,000 清仓
— FLEXSHR ESG CL US LR CP CR IN ETF $00.00%0 -58-100.0% -$4,000 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -17-100.0% -$4,000 清仓
CARS CARS COM INC $00.00%0 -300-100.0% -$4,000 清仓
GILD GILEAD SCIENCES INC $00.00%0 -36-100.0% -$4,000 清仓
REGL PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF $00.00%0 -44-100.0% -$4,000 清仓
BF/B BROWN FORMAN CORP CLASS CLASS B $00.00%0 -143-100.0% -$4,000 清仓
GBCI GLACIER BANCORP INC NEW $00.00%0 -83-100.0% -$4,000 清仓
MTCH MATCH GROUP INC NEW $00.00%0 -111-100.0% -$4,000 清仓
NCLH NORWEGIAN CRUISE LINE F $00.00%0 -180-100.0% -$4,000 清仓
SGI SOMNIGROUP INTERNTNL $00.00%0 -50-100.0% -$4,000 清仓
MSTR STRATEGY INC CLASS A $00.00%0 -27-100.0% -$4,000 清仓
IVT INVENTRUST PPTYS CORP $00.00%0 -150-100.0% -$4,000 清仓
SJNK ST STRET SPDR BBRG SRT TRM HG YD ETF $00.00%0 -150-100.0% -$4,000 清仓
CALF PACER US SMALL CAP CASH COWS ETF $00.00%0 -86-100.0% -$4,000 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -36-100.0% -$4,000 清仓
DXCM DEXCOM INC $00.00%0 -59-100.0% -$4,000 清仓
HUBS HUBSPOT INC $00.00%0 -10-100.0% -$4,000 清仓
VRSK VERISK ANALYTICS INC CLASS A $00.00%0 -16-100.0% -$4,000 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -19-100.0% -$4,000 清仓
SUSL ISHARES ESG MSCI USA LEADERS ETF IV $00.00%0 -32-100.0% -$4,000 清仓
ITOT ISHARES TOTAL US STOCK MARKET ETF $00.00%0 -28-100.0% -$4,000 清仓
HRL HORMEL FOODS CORP $00.00%0 -161-100.0% -$4,000 清仓
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $00.00%0 -89-100.0% -$4,000 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -9-100.0% -$4,000 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -75-100.0% -$4,000 清仓
RGTI RIGETTI COMPUTING INC $00.00%0 -198-100.0% -$4,000 清仓
CSGP COSTAR GROUP INC $00.00%0 -59-100.0% -$4,000 清仓
IWX ISHARES RUSSELL TOP 200 VALUE ETF $00.00%0 -48-100.0% -$4,000 清仓
UTG REAVES UTILITY INCOME $00.00%0 -100-100.0% -$4,000 清仓
LUMN LUMEN TECHNOLOGIES INC $00.00%0 -551-100.0% -$4,000 清仓
IVES DAN IVES WEDBUSH AI REVOLUTIN ETF $00.00%0 -100-100.0% -$3,000 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -100-100.0% -$3,000 清仓
EW EDWARDS LIFESCIENCES COR $00.00%0 -39-100.0% -$3,000 清仓
IBDT ISHARES IBONDS DEC 2028 TERM ETF $00.00%0 -104-100.0% -$3,000 清仓
DIS DISNEY WALT CO $00.00%0 -25-100.0% -$3,000 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -30-100.0% -$3,000 清仓
LHX L3HARRIS TECHNOLOGIES IN $00.00%0 -11-100.0% -$3,000 清仓
TW TRADEWEB MKTS INC CLASS A $00.00%0 -25-100.0% -$3,000 清仓
MTDR MATADOR RES CO $00.00%0 -70-100.0% -$3,000 清仓
LGLV ST SRT SPDR US L C LW VLTLTY ETF IV $00.00%0 -15-100.0% -$3,000 清仓
MBB ISHARES MBS ETF $00.00%0 -28-100.0% -$3,000 清仓
EFAV ISHARES MSCI EAF MIN VOLFCT ETF $00.00%0 -31-100.0% -$3,000 清仓
ADBE ADOBE INC $00.00%0 -8-100.0% -$3,000 清仓
GEN GEN DIGITAL INC $00.00%0 -107-100.0% -$3,000 清仓
IBDW ISHARES IBOND DEC 2031 TRM CRP ETF $00.00%0 -121-100.0% -$3,000 清仓
WM WASTE MGMT INC DEL $00.00%0 -15-100.0% -$3,000 清仓
PREF PRINCIPAL SPECTRUM PREF SC AC ETF $00.00%0 -169-100.0% -$3,000 清仓
XT ISHARES FUTURE EXPONENTLTCHNLGS ETF $00.00%0 -38-100.0% -$3,000 清仓
FRPT FRESHPET INC $00.00%0 -50-100.0% -$3,000 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -28-100.0% -$3,000 清仓
IWV ISHARES RUSSELL 3000 ETF $00.00%0 -9-100.0% -$3,000 清仓
EIPI FT ENERGY INCM PARTNR ENHNCD ETF IV $00.00%0 -171-100.0% -$3,000 清仓
SPG SIMON PPTY GROUP INC NEWREIT $00.00%0 -18-100.0% -$3,000 清仓
IWM ISHARES RUSSELL 2000 ETF $00.00%0 -13-100.0% -$3,000 清仓