IF Advisors, LLC
SAN ANTONIO TX · SEC CIK 0002109472
$1.41亿2026Q1 申报市值
53持仓数
56.2%前十大占比 · 第一大 10.4%
13 / 0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
VTI 加仓+$375.32万
JAAA 新建仓+$236.43万
VEA 加仓+$171.78万
Dimensional ETF 新建仓+$134.02万
SCHX 加仓+$116.82万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$124.26万
JMST 减仓-$65.51万
TSLA 减仓-$61.82万
BRK/B 减仓-$42.74万
CMC 减仓-$16.09万
2026Q1 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 | $1,467.08万 | 10.37% | 49,091 | -4,158 | -7.8% | -$124.26万 | 减仓 |
| VEA | Vanguard Index Funds | $1,426.70万 | 10.09% | 222,644 | 26,807 | 13.7% | $171.78万 | 加仓 |
| VO | Vanguard Index Funds | $1,011.25万 | 7.15% | 35,213 | 3,226 | 10.1% | $92.64万 | 加仓 |
| JMST | JPMorgan Trust I | $805.48万 | 5.69% | 158,000 | -12,850 | -7.5% | -$65.51万 | 减仓 |
| VWO | Vanguard Index Funds | $704.20万 | 4.98% | 130,286 | 6,807 | 5.5% | $36.79万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Del | $554.58万 | 3.92% | 11,573 | -892 | -7.2% | -$42.74万 | 减仓 |
| VTV | Vanguard Index Funds | $526.88万 | 3.72% | 26,854 | 15 | 0.1% | $2,943 | 加仓 |
| BND | Vanguard Bond Index Funds | $526.24万 | 3.72% | 71,461 | 1,948 | 2.8% | $14.35万 | 加仓 |
| EFV | iShares Trust | $469.43万 | 3.32% | 63,138 | 560 | 0.9% | $4.16万 | 加仓 |
| VB | Vanguard Index Funds | $458.83万 | 3.24% | 17,518 | 192 | 1.1% | $5.03万 | 加仓 |
| SUB | iShares Trust | $452.62万 | 3.20% | 42,500 | 5,122 | 13.7% | $54.55万 | 加仓 |
| VTES | Vanguard Municipal Bond Funds | $450.07万 | 3.18% | 44,500 | 4,500 | 11.2% | $45.51万 | 加仓 |
| VTI | Vanguard Index Funds | $421.22万 | 2.98% | 13,130 | 11,699 | 817.5% | $375.32万 | 加仓 |
| IEI | iShares Trust | $379.82万 | 2.68% | 32,025 | 1,942 | 6.5% | $23.03万 | 加仓 |
| AVUV | American Century ETF Trust | $366.45万 | 2.59% | 33,172 | 2,366 | 7.7% | $26.14万 | 加仓 |
| VNQ | Vanguard Specialized Funds | $363.50万 | 2.57% | 40,981 | -1,004 | -2.4% | -$8.91万 | 减仓 |
| SCHX | Schwab Strategic Trust | $320.44万 | 2.27% | 124,975 | 45,560 | 57.4% | $116.82万 | 加仓 |
| SCHF | Schwab Strategic Trust | $268.43万 | 1.90% | 108,455 | 30,090 | 38.4% | $74.47万 | 加仓 |
| SHY | iShares Trust | $263.14万 | 1.86% | 31,869 | 2,014 | 6.7% | $16.63万 | 加仓 |
| SCHA | Schwab Strategic Trust | $241.80万 | 1.71% | 83,149 | -4 | -0.0% | -$116 | 减仓 |
| JAAA | Janus Detroit Street Trust | $236.43万 | 1.67% | 46,940 | 46,940 | — | $236.43万 | 新建仓 |
| AVLV | American Century ETF Trust | $216.62万 | 1.53% | 26,873 | 7,445 | 38.3% | $60.01万 | 加仓 |
| VBR | Vanguard Index Funds | $206.74万 | 1.46% | 9,516 | 207 | 2.2% | $4.50万 | 加仓 |
| — | Exxon Mobil Corp | $194.12万 | 1.37% | 11,442 | 3 | 0.0% | $509 | 加仓 |
| SCHM | Schwab Strategic Trust | $154.93万 | 1.10% | 50,042 | 18,673 | 59.5% | $57.81万 | 加仓 |
| IWM | iShares Trust | $151.30万 | 1.07% | 6,101 | 5 | 0.1% | $1,240 | 加仓 |
| — | Dimensional ETF Trust | $134.02万 | 0.95% | 34,487 | 34,487 | — | $134.02万 | 新建仓 |
| AVUS | American Century ETF Trust | $110.92万 | 0.78% | 9,977 | 9,977 | — | $110.92万 | 新建仓 |
| IEF | iShares Trust | $107.07万 | 0.76% | 11,219 | 1,201 | 12.0% | $11.46万 | 加仓 |
| TSLA | Tesla Inc | $104.05万 | 0.74% | 2,799 | -1,663 | -37.3% | -$61.82万 | 减仓 |
| SCHD | Schwab Strategic Trust | $92.97万 | 0.66% | 30,304 | 30,304 | — | $92.97万 | 新建仓 |
| DFIC | Dimensional ETF Trust | $91.31万 | 0.65% | 25,700 | 25,700 | — | $91.31万 | 新建仓 |
| VTEB | Vanguard Municipal Bond Funds | $79.82万 | 0.56% | 16,000 | 0 | 0.0% | — | 不变 |
| SCHH | Schwab Strategic Trust | $70.80万 | 0.50% | 32,945 | 0 | 0.0% | — | 不变 |
| SCHY | Schwab Strategic Trust | $66.04万 | 0.47% | 20,860 | 20,860 | — | $66.04万 | 新建仓 |
| SCHE | Schwab Strategic Trust | $63.93万 | 0.45% | 19,402 | -1 | -0.0% | -$33 | 减仓 |
| IEMG | iShares Trust | $57.75万 | 0.41% | 8,279 | 5,270 | 175.1% | $36.76万 | 加仓 |
| VOO | Vanguard Index Funds | $57.66万 | 0.41% | 965 | 0 | 0.0% | — | 不变 |
| DFEM | Dimensional ETF Trust | $46.73万 | 0.33% | 13,525 | 13,525 | — | $46.73万 | 新建仓 |
| NVDA | NVIDIA Corp | $43.28万 | 0.31% | 2,482 | 0 | 0.0% | — | 不变 |
| CALF | Pacer Funds Trust | $39.71万 | 0.28% | 8,850 | 8,850 | — | $39.71万 | 新建仓 |
| IEFA | iShares Trust | $36.80万 | 0.26% | 4,065 | 4,065 | — | $36.80万 | 新建仓 |
| GOOG | Alphabet Inc | $36.57万 | 0.26% | 1,275 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR Series Trust | $36.16万 | 0.26% | 3,823 | 3,823 | — | $36.16万 | 新建仓 |
| AVIV | American Century ETF Trust | $31.16万 | 0.22% | 4,164 | 4,164 | — | $31.16万 | 新建仓 |
| SCHV | Schwab Strategic Trust | $29.52万 | 0.21% | 9,680 | 9,680 | — | $29.52万 | 新建仓 |
| — | SPDR Series Trust | $28.87万 | 0.20% | 3,150 | 3,150 | — | $28.87万 | 新建仓 |
| VXUS | Vanguard Index Funds | $26.26万 | 0.19% | 3,406 | 0 | 0.0% | — | 不变 |
| EZM | WisdomTree Trust | $25.31万 | 0.18% | 3,765 | 0 | 0.0% | — | 不变 |
| HTH | Hilltop Holdings Inc | $24.36万 | 0.17% | 6,800 | 0 | 0.0% | — | 不变 |
| IVV | iShares Trust | $23.06万 | 0.16% | 353 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc | $22.03万 | 0.16% | 4,443 | -1,050 | -19.1% | -$5.21万 | 减仓 |
| CMC | Commercial Metals Co | $21.72万 | 0.15% | 3,536 | -2,619 | -42.6% | -$16.09万 | 减仓 |
| AMZN | Amazon.com Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |