13FBOX
IFS Group,LLC · 13F 持仓分析
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IFS Group,LLC

No.9377 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7,283.5万
环比变动 Q1 2026
-$3,945.6万-35.1%
持仓股票数
87
新买入
4
加仓
38
减仓
36
清仓
60
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
F第一信托·USTFVD
5.41%3.41%$394.3万8.2万股$383.2万8.1万股+368股+0.45%加仓
F第一信托交易所交易基金RDVY
5.25%2.55%$382.6万4.7万股$286.3万4.2万股+5,259股+12.54%加仓
F第一信托·EXCHANGE-TRADED ALPFTC
4.4%1.98%$320.7万1.7万股$222.0万1.4万股+2,145股+14.89%加仓
F第一信托交易所交易基金FTCS
4.22%2.88%$307.3万3.3万股$323.1万3.5万股-2,107股-6.05%减仓
PPGIM ULTRAPULS
4.16%2.61%$302.9万6.1万股$293.1万5.9万股+1,933股+3.26%加仓
TTEXAS PACIFIC LAND CORPORATITPL
3.84%2.7%$279.7万6,390股$303.2万6,390股00.00%持仓不变
AAlphabet Inc Class CGOOG
3.06%1.68%$223.0万6,310股$188.8万6,581股-271股-4.12%减仓
IiShares安硕信托AGG
2.78%2.48%$202.3万2.0万股$278.5万2.8万股-7,623股-27.17%减仓
英伟达NVDA
2.77%1.83%$202.1万1.0万股$205.4万1.2万股-1,677股-14.24%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.66%1.78%$193.9万4.0万股$200.0万3.9万股+481股+1.22%加仓
苹果AAPL
2.31%1.53%$168.3万5,815股$171.8万6,769股-954股-14.09%减仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
2.08%0.97%$151.4万9,484股$108.4万8,541股+943股+11.04%加仓
高盛GS
2.01%1.1%$146.7万1,451股$123.9万1,465股-14股-0.96%减仓
微软MSFT
1.94%1.48%$141.5万3,793股$166.2万4,489股-696股-15.50%减仓
I景顺交易所交易基金信托RSP
1.9%1.02%$138.4万6,503股$114.8万5,982股+521股+8.71%加仓
康宁GLW
1.88%0.69%$137.1万5,369股$77.1万5,670股-301股-5.31%减仓
AMD超威AMD
1.75%0.42%$127.8万2,200股$46.9万2,306股-106股-4.60%减仓
FFED HERMS U S STRG DIV ETFFDV
1.63%0.8%$118.7万3.8万股$90.1万2.9万股+8,563股+29.29%加仓
切尼尔能源LNG
1.49%1.15%$108.7万4,550股$129.1万4,550股00.00%持仓不变
CVS健康CVS
1.37%0.57%$99.4万9,613股$64.5万8,982股+631股+7.03%加仓
亚马逊AMZN
1.32%0.67%$96.1万4,033股$74.9万3,595股+438股+12.18%加仓
F第一信托交易所交易基金VIFIXD
1.31%0.69%$95.2万2.2万股$77.7万1.8万股+3,990股+22.37%加仓
埃克森美孚XOM
1.3%1.21%$94.5万6,914股$135.7万7,998股-1,084股-13.55%减仓
IRIDIUM COMMUNICATIONS IIRDM
1.28%0.55%$92.9万1.7万股$61.4万2.2万股-5,190股-23.45%减仓
IiShares安硕·COREIJH
1.27%0.62%$92.8万1.2万股$69.4万1.0万股+1,756股+17.10%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.18%0.77%$86.2万1.1万股$86.7万1.1万股00.00%持仓不变
JJOHN HANCOCK EXCHANGE TRADEDJHPI
1.17%0.73%$85.0万3.7万股$82.3万3.6万股+1,000股+2.74%加仓
IiShares安硕信托MTUM
1.11%0.45%$80.7万2,355股$50.6万2,108股+247股+11.72%加仓
谷歌AGOOGL
1.08%0.81%$78.6万2,200股$91.0万3,166股-966股-30.51%减仓
摩根大通JPM
1.03%0.68%$74.9万2,287股$76.0万2,584股-297股-11.49%减仓
OKTA CLASS AOKTA
0.98%0.33%$71.6万5,250股$37.5万4,765股+485股+10.18%加仓
GE VernovaGEV
0.96%0.53%$69.9万595股$59.6万683股-88股-12.88%减仓
iShares安硕·MBSACGL
0.94%1.75%$68.6万7,255股$196.8万2.1万股-1.3万股-64.99%减仓
纽蒙特NEM
0.92%0.66%$67.4万7,211股$74.6万6,890股+321股+4.66%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
0.9%0.47%$65.2万8,597股$52.6万8,705股-108股-1.24%减仓
F第一信托交易所交易基金LGOV
0.89%0.46%$65.0万3.0万股$51.7万2.4万股+6,397股+26.68%加仓
GE航空GE
0.86%0.49%$62.6万1,676股$54.5万1,920股-244股-12.71%减仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
0.83%0.51%$60.1万6,212股$57.6万6,233股-21股-0.34%减仓
F第一信托交易所交易基金SDVY
0.8%0.42%$58.2万1.3万股$46.8万1.2万股+1,626股+13.70%加仓
礼来LLY
0.75%0.42%$54.6万455股$47.6万517股-62股-11.99%减仓
PPacer基金信托COWZ
0.75%1.34%$54.6万8,775股$150.6万2.4万股-1.5万股-63.55%减仓
波音BA
0.72%0.67%$52.7万2,435股$74.8万3,760股-1,325股-35.24%减仓
F第一信托交易所交易基金IIIFPE
0.71%0.38%$51.4万2.9万股$42.7万2.4万股+4,700股+19.55%加仓
VVODAFONE NEWVOD
0.69%0.52%$50.3万3.8万股$58.7万3.9万股-1,038股-2.66%减仓
J摩根大通交易所交易基金JQUA
0.66%0.3%$48.4万6,691股$34.0万5,551股+1,140股+20.54%加仓
UUIPATHPATH
0.66%0.4%$48.0万4.4万股$44.8万4.0万股+3,825股+9.49%加仓
WEYERHAEUSERWY
0.65%0.41%$47.5万2.0万股$45.6万1.9万股+1,180股+6.32%加仓
FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX
0.65%0.37%$47.5万3,393股$41.4万3,393股00.00%持仓不变
F第一信托·USTQTEC
0.64%0.26%$46.7万1,396股$29.6万1,372股+24股+1.75%加仓
卡梅科CCJ
0.64%0.44%$46.7万4,580股$49.7万4,580股00.00%持仓不变

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