IF Advisors, LLC
SAN ANTONIO TX · SEC CIK 0002109472
$1.52亿2026Q2 申报市值
60持仓数
57.4%前十大占比 · 第一大 12.0%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VV 加仓+$139.08万
EFV 加仓+$56.39万
VWO 加仓+$47.42万
SCHF 加仓+$46.56万
IEI 加仓+$45.30万
2026Q2 卖出最多 按季末市值估算
JMST 减仓-$453.90万
VTES 减仓-$254.29万
SUB 减仓-$250.20万
VTEB 减仓-$25.29万
SCHY 减仓-$20.80万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VV | Vanguard Index Funds | $1,827.37万 | 12.01% | 53,135 | 4,044 | 8.2% | $139.08万 | 加仓 |
| VEA | Vanguard Index Funds | $1,625.64万 | 10.69% | 228,160 | 5,516 | 2.5% | $39.30万 | 加仓 |
| VO | Vanguard Index Funds | $1,161.46万 | 7.64% | 144,156 | 3,304 | 2.3% | $26.62万 | 加仓 |
| VWO | Vanguard Index Funds | $825.09万 | 5.42% | 138,230 | 7,944 | 6.1% | $47.42万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Del | $589.16万 | 3.87% | 11,774 | 201 | 1.7% | $10.06万 | 加仓 |
| VTV | Vanguard Index Funds | $584.71万 | 3.84% | 26,830 | -24 | -0.1% | -$5,230 | 减仓 |
| BND | Vanguard Bond Index Funds | $552.18万 | 3.63% | 75,219 | 3,758 | 5.3% | $27.59万 | 加仓 |
| EFV | iShares Trust | $539.71万 | 3.55% | 70,505 | 7,367 | 11.7% | $56.39万 | 加仓 |
| VB | Vanguard Index Funds | $536.01万 | 3.52% | 17,683 | 165 | 0.9% | $5.00万 | 加仓 |
| VTI | Vanguard Index Funds | $486.68万 | 3.20% | 13,152 | 22 | 0.2% | $8,141 | 加仓 |
| AVUV | American Century ETF Trust | $452.68万 | 2.98% | 36,284 | 3,112 | 9.4% | $38.83万 | 加仓 |
| IEI | iShares Trust | $421.43万 | 2.77% | 35,882 | 3,857 | 12.0% | $45.30万 | 加仓 |
| VNQ | Vanguard Specialized Funds | $404.62万 | 2.66% | 41,960 | 979 | 2.4% | $9.44万 | 加仓 |
| SCHX | Schwab Strategic Trust | $398.72万 | 2.62% | 135,481 | 10,506 | 8.4% | $30.92万 | 加仓 |
| JMST | JPMorgan Trust I | $351.90万 | 2.31% | 69,000 | -89,000 | -56.3% | -$453.90万 | 减仓 |
| SCHF | Schwab Strategic Trust | $346.98万 | 2.28% | 125,262 | 16,807 | 15.5% | $46.56万 | 加仓 |
| SCHA | Schwab Strategic Trust | $300.42万 | 1.97% | 83,149 | 0 | 0.0% | — | 不变 |
| SHY | iShares Trust | $297.23万 | 1.95% | 36,199 | 4,330 | 13.6% | $35.55万 | 加仓 |
| AVLV | American Century ETF Trust | $274.49万 | 1.80% | 30,094 | 3,221 | 12.0% | $29.38万 | 加仓 |
| JAAA | Janus Detroit Street Trust | $242.10万 | 1.59% | 47,950 | 1,010 | 2.2% | $5.10万 | 加仓 |
| VBR | Vanguard Index Funds | $229.97万 | 1.51% | 9,464 | -52 | -0.5% | -$1.26万 | 减仓 |
| SUB | iShares Trust | $202.29万 | 1.33% | 19,000 | -23,500 | -55.3% | -$250.20万 | 减仓 |
| VTES | Vanguard Municipal Bond Funds | $196.54万 | 1.29% | 19,400 | -25,100 | -56.4% | -$254.29万 | 减仓 |
| SCHM | Schwab Strategic Trust | $184.51万 | 1.21% | 50,042 | 0 | 0.0% | — | 不变 |
| IWM | iShares Trust | $182.91万 | 1.20% | 6,088 | -13 | -0.2% | -$3,906 | 减仓 |
| — | Dimensional ETF Trust | $152.98万 | 1.01% | 34,487 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $150.82万 | 0.99% | 11,031 | -411 | -3.6% | -$5.62万 | 减仓 |
| IEF | iShares Trust | $136.29万 | 0.90% | 14,412 | 3,193 | 28.5% | $30.20万 | 加仓 |
| AVUS | American Century ETF Trust | $127.79万 | 0.84% | 9,977 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $117.73万 | 0.77% | 2,799 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab Strategic Trust | $96.09万 | 0.63% | 30,304 | 0 | 0.0% | — | 不变 |
| DFIC | Dimensional ETF Trust | $95.76万 | 0.63% | 25,700 | 0 | 0.0% | — | 不变 |
| SCHH | Schwab Strategic Trust | $78.01万 | 0.51% | 32,945 | 0 | 0.0% | — | 不变 |
| SCHE | Schwab Strategic Trust | $70.35万 | 0.46% | 19,402 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Trust | $68.58万 | 0.45% | 8,279 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard Index Funds | $66.28万 | 0.44% | 965 | 0 | 0.0% | — | 不变 |
| VTEB | Vanguard Municipal Bond Funds | $55.64万 | 0.37% | 11,000 | -5,000 | -31.2% | -$25.29万 | 减仓 |
| DFEM | Dimensional ETF Trust | $54.97万 | 0.36% | 13,525 | 0 | 0.0% | — | 不变 |
| — | SPDR Series Trust | $53.07万 | 0.35% | 5,791 | 2,641 | 83.8% | $24.20万 | 加仓 |
| NVDA | NVIDIA Corp | $49.69万 | 0.33% | 2,484 | 2 | 0.1% | $400 | 加仓 |
| SCHY | Schwab Strategic Trust | $45.39万 | 0.30% | 14,306 | -6,554 | -31.4% | -$20.80万 | 减仓 |
| GOOG | Alphabet Inc | $45.05万 | 0.30% | 1,275 | 0 | 0.0% | — | 不变 |
| CALF | Pacer Funds Trust | $44.79万 | 0.29% | 8,850 | 0 | 0.0% | — | 不变 |
| AVIV | American Century ETF Trust | $43.85万 | 0.29% | 5,664 | 1,500 | 36.0% | $11.61万 | 加仓 |
| SLYV | SPDR Series Trust | $41.71万 | 0.27% | 3,823 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co | $39.34万 | 0.26% | 328 | 328 | — | $39.34万 | 新建仓 |
| IEFA | iShares Trust | $39.26万 | 0.26% | 4,065 | 0 | 0.0% | — | 不变 |
| SCHV | Schwab Strategic Trust | $33.70万 | 0.22% | 9,680 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Index Funds | $29.12万 | 0.19% | 3,406 | 0 | 0.0% | — | 不变 |
| EZM | WisdomTree Trust | $28.53万 | 0.19% | 3,765 | 0 | 0.0% | — | 不变 |
| IVV | iShares Trust | $26.44万 | 0.17% | 353 | 0 | 0.0% | — | 不变 |
| HTH | Hilltop Holdings Inc | $26.37万 | 0.17% | 6,800 | 0 | 0.0% | — | 不变 |
| AVSC | American Century ETF Trust | $23.26万 | 0.15% | 3,172 | 3,172 | — | $23.26万 | 新建仓 |
| OKLO | Oklo Inc | $23.25万 | 0.15% | 4,443 | 0 | 0.0% | — | 不变 |
| XLRE | Select Sector SPDR Trust | $22.67万 | 0.15% | 5,148 | 5,148 | — | $22.67万 | 新建仓 |
| VXF | Vanguard Index Funds | $22.53万 | 0.15% | 915 | 915 | — | $22.53万 | 新建仓 |
| AVDV | American Century ETF Trust | $22.38万 | 0.15% | 2,172 | 2,172 | — | $22.38万 | 新建仓 |
| CMC | Commercial Metals Co | $22.19万 | 0.15% | 3,536 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $22.02万 | 0.14% | 924 | -344 | -27.1% | -$8.20万 | 重新持有 |
| VIG | Vanguard Index Funds | $21.22万 | 0.14% | 897 | 897 | — | $21.22万 | 新建仓 |