13F 机构持仓

IFP Advisors, Inc

TAMPA FL · SEC CIK 0001641866

2026Q22026Q1 更早 9 个季度 🔒
$48.23亿2026Q1 申报市值
5,032持仓数
14.5%前十大占比 · 第一大 2.6%
324 / 191新建仓 / 清仓
申报市值走势$55.37亿2026Q2
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

AAPL 2.6%
NVDA 2.4%
AMZN 1.4%
MSFT 1.3%
GOOG 1.3%
SPY 1.2%
VUG 1.2%
QQQ 1.1%
IAU 1.0%
TLT 1.0%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$1,958.95万
MSFT 加仓+$1,896.05万
IWM 加仓+$1,527.28万
IVE 加仓+$1,347.64万
AAPL 加仓+$1,332.07万

2026Q1 卖出最多 按季末市值估算

GFI 减仓-$1,517.49万
IVW 减仓-$1,416.24万
HDV 减仓-$913.18万
ISHARES TR 清仓-$807.22万
XLC 减仓-$723.02万

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
MWA MUELLER WTR PRODS INC $8,2470.00%300 -326-52.1% -$8,962 减仓
DMC FRESH DEL MONTE PRODUCE INC $8,2530.00%205 -83-28.8% -$3,341 减仓
— INNOVATOR ETFS TRUST $8,2740.00%170 170— $8,274 新建仓
— VANECK ETF TRUST $8,2790.00%33 00.0% — 不变
PPLI IAC INC $8,2860.00%207 1982,200.0% $7,926 加仓
— FIRST TR EXCHANGE TRADED FD $8,2910.00%205 00.0% — 不变
UVSP UNIVEST FINANCIAL CORPORATIO $8,2910.00%242 00.0% — 不变
SAM BOSTON BEER INC $8,2940.00%36 23176.9% $5,299 加仓
MHO M/I HOMES INC $8,3270.00%68 -21-23.6% -$2,572 减仓
— TIDAL TRUST II $8,3280.00%600 00.0% — 不变
NEXA NEXA RES S A $8,3340.00%787 787— $8,334 新建仓
REX REX AMERICAN RES CORP $8,3850.00%184 00.0% — 不变
FIVN FIVE9 INC $8,3890.00%553 -87-13.6% -$1,320 减仓
MAN MANPOWERGROUP INC WIS $8,4260.00%286 211281.3% $6,216 加仓
GXO GXO LOGISTICS INCORPORATED $8,4520.00%163 -250-60.5% -$1.30万 减仓
— ISHARES TR $8,4540.00%291 00.0% — 不变
BTSG BRIGHTSPRING HEALTH SVCS INC $8,4790.00%199 -2,334-92.1% -$9.94万 减仓
CC CHEMOURS CO $8,4820.00%385 -22-5.4% -$485 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $8,4900.00%756 00.0% — 不变
MAC MACERICH CO $8,5050.00%450 00.0% — 不变
EWK ISHARES INC $8,5090.00%350 00.0% — 不变
BGS B & G FOODS INC $8,5230.00%1,772 -40-2.2% -$192 减仓
— ISHARES TR $8,5290.00%200 00.0% — 不变
FMBH FIRST MID BANCSHARES INC $8,5680.00%208 00.0% — 不变
BLKB BLACKBAUD INC $8,5710.00%222 -20-8.3% -$772 减仓
MTX MINERALS TECHNOLOGIES INC $8,5810.00%121 -4-3.2% -$284 减仓
COUR COURSERA INC $8,6080.00%1,479 -1,176-44.3% -$6,844 减仓
GBCI GLACIER BANCORP INC NEW $8,6210.00%193 84.3% $357 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $8,6600.00%1,000 -700-41.2% -$6,062 减仓
— CAMBRIA ETF TR $8,6650.00%259 00.0% — 不变
— AIM ETF PRODUCTS TRUST $8,6680.00%276 00.0% — 不变
EH EHANG HLDGS LTD $8,6810.00%894 00.0% — 不变
ZD ZIFF DAVIS INC $8,6860.00%207 -3-1.4% -$126 减仓
GNMA ISHARES TR $8,6890.00%196 135221.3% $5,985 加仓
KURA KURA ONCOLOGY INC $8,7400.00%1,075 -1,323-55.2% -$1.08万 减仓
KRC KILROY REALTY CORP $8,7450.00%310 31.0% $85 加仓
— CALAMOS ETF TR $8,7590.00%325 00.0% — 不变
OSIS OSI SYSTEMS INC $8,7620.00%33 00.0% — 不变
NPO ENPRO INC $8,7730.00%35 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $8,7850.00%242 -100,532-99.8% -$364.95万 减仓
PHR PHREESIA INC $8,8240.00%1,053 874488.3% $7,324 加仓
TR TOOTSIE ROLL INDS INC $8,8430.00%207 00.0% — 不变
LMAT LEMAITRE VASCULAR INC $8,8430.00%81 00.0% — 不变
EWA ISHARES INC $8,8830.00%320 00.0% — 不变
NNI NELNET INC $8,8980.00%69 -20-22.5% -$2,579 减仓
— RUSSELL INVTS EXCHANGE TRADE $8,9020.00%289 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $8,9450.00%262 00.0% — 不变
DT DYNATRACE INC $8,9860.00%243 126107.7% $4,659 加仓
— CITIZENS FINL SVCS INC $8,9890.00%147 1457,250.0% $8,867 加仓
NUV NUVEEN MUN VALUE FD INC $8,9900.00%1,000 00.0% — 不变
ZECP ZACKS TRUST $8,9990.00%266 20.8% $68 加仓
SAIL SAILPOINT INC $9,0160.00%681 6685,138.5% $8,844 加仓
BXP BXP INC $9,0310.00%174 105152.2% $5,450 加仓
FFLG FIDELITY COVINGTON TRUST $9,0380.00%325 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $9,0740.00%99 -168-62.9% -$1.54万 减仓
SNAP SNAP INC $9,1020.00%10,000 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $9,1800.00%352 -80-18.5% -$2,086 减仓
BBCA J P MORGAN EXCHANGE TRADED F $9,2180.00%98 1721.0% $1,599 加仓
TECK TECK RESOURCES LTD $9,2630.00%179 42.3% $207 加仓
— MARIS TECH LTD $9,2790.00%6,873 00.0% — 不变
— BLACKROCK ETF TRUST II $9,2920.00%290 103.6% $320 加仓
KBH KB HOME $9,3150.00%180 127.1% $621 加仓
— BRT APARTMENTS CORP $9,3380.00%700 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $9,3410.00%392 00.0% — 不变
TCBK TRICO BANCSHARES $9,3650.00%197 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC F $9,3710.00%760 00.0% — 不变
— PIMCO HIGH INCOME FD $9,3710.00%2,024 583.0% $269 加仓
SXC SUNCOKE ENERGY INC $9,3740.00%1,440 -3-0.2% -$20 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $9,3840.00%174 00.0% — 不变
SOXL DIREXION SHARES ETF TRUST $9,3900.00%196 -1,500-88.4% -$7.19万 减仓
— PACER FDS TR $9,3980.00%200 200— $9,398 新建仓
VRTS VIRTUS INVT PARTNERS INC $9,4040.00%70 -75-51.7% -$1.01万 减仓
BAND BANDWIDTH INC $9,4090.00%528 -31-5.5% -$552 减仓
SN SHARKNINJA INC $9,4250.00%89 78.5% $741 加仓
NTST NETSTREIT CORP $9,4340.00%501 -97-16.2% -$1,827 减仓
ACIO ETF SER SOLUTIONS $9,4410.00%225 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC $9,4480.00%141 98227.9% $6,567 加仓
RNGR RANGER ENERGY SVCS INC $9,5130.00%555 -1-0.2% -$17 减仓
TIC TIC SOLUTIONS INC $9,5340.00%1,449 -34-2.3% -$224 减仓
— VOYA GLBL EQTY DIV & PREM OP $9,5480.00%1,675 00.0% — 不变
JPIB J P MORGAN EXCHANGE TRADED F $9,5640.00%200 -35-14.9% -$1,674 减仓
FLYW FLYWIRE CORPORATION $9,5680.00%822 565219.8% $6,577 加仓
REAL THE REALREAL INC $9,5980.00%1,057 679179.6% $6,166 加仓
LUNR INTUITIVE MACHINES INC $9,6140.00%518 341192.7% $6,329 加仓
MRCY MERCURY SYS INC $9,6240.00%132 -9-6.4% -$656 减仓
SKM SK TELECOM CO LTD $9,6360.00%329 10144.3% $2,958 加仓
HLNE HAMILTON LANE INC $9,6420.00%97 -64-39.8% -$6,362 减仓
— AIM ETF PRODUCTS TRUST $9,6450.00%300 10050.0% $3,215 加仓
BBJP J P MORGAN EXCHANGE TRADED F $9,6470.00%140 3634.6% $2,481 加仓
ALX ALEXANDERS INC $9,6840.00%41 -2-4.7% -$472 减仓
QHY WISDOMTREE TR $9,7000.00%213 -100-31.9% -$4,554 减仓
BBEU J P MORGAN EXCHANGE TRADED F $9,7030.00%134 2118.6% $1,521 加仓
— BNY MELLON ETF TRUST $9,7190.00%205 -5,893-96.6% -$27.94万 减仓
— HERITAGE COMM CORP $9,7470.00%781 00.0% — 不变
— COLUMBIA FINL INC $9,7530.00%557 10.2% $18 加仓
— ROUNDHILL ETF TRUST $9,7720.00%220 220— $9,772 新建仓
WK WORKIVA INC $9,7790.00%164 -249-60.3% -$1.48万 减仓
SLM SLM CORP $9,8060.00%458 15450.7% $3,297 加仓
— INDIVIOR PLC $9,8150.00%288 00.0% — 不变
SAIA SAIA INC $9,8360.00%28 -36-56.2% -$1.26万 减仓