IFP Advisors, Inc
TAMPA FL · SEC CIK 0001641866
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CNO | CNO FINL GROUP INC | $2.11万 | 0.00% | 515 | 5 | 1.0% | $205 | 加仓 |
| COPX | GLOBAL X FDS | $2.11万 | 0.00% | 277 | 77 | 38.5% | $5,879 | 加仓 |
| CR | CRANE COMPANY | $2.12万 | 0.00% | 124 | -108 | -46.6% | -$1.85万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.12万 | 0.00% | 468 | 105 | 28.9% | $4,761 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $2.13万 | 0.00% | 336 | -27 | -7.4% | -$1,708 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $2.13万 | 0.00% | 197 | -207 | -51.2% | -$2.24万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $2.13万 | 0.00% | 409 | -32 | -7.3% | -$1,669 | 减仓 |
| AGGY | WISDOMTREE TR | $2.13万 | 0.00% | 491 | -4,950 | -91.0% | -$21.51万 | 减仓 |
| WRB | BERKLEY W R CORP | $2.13万 | 0.00% | 322 | -3,065 | -90.5% | -$20.31万 | 减仓 |
| — | GLOBAL X FDS | $2.14万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $2.14万 | 0.00% | 509 | 49 | 10.7% | $2,057 | 加仓 |
| FEGE | RBB FUND TRUST | $2.14万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $2.15万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $2.15万 | 0.00% | 1,433 | -9,670 | -87.1% | -$14.50万 | 减仓 |
| FRO | FRONTLINE PLC | $2.16万 | 0.00% | 619 | 199 | 47.4% | $6,937 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2.16万 | 0.00% | 3,614 | 2,261 | 167.1% | $1.35万 | 加仓 |
| AGQ | PROSHARES TR II | $2.16万 | 0.00% | 181 | -19 | -9.5% | -$2,271 | 减仓 |
| RIG | TRANSOCEAN LTD | $2.17万 | 0.00% | 3,267 | 456 | 16.2% | $3,023 | 加仓 |
| — | TAYLOR DEVICES INC | $2.17万 | 0.00% | 380 | 380 | — | $2.17万 | 新建仓 |
| — | FIS TR | $2.17万 | 0.00% | 674 | 674 | — | $2.17万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $2.17万 | 0.00% | 821 | -319 | -28.0% | -$8,434 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.18万 | 0.00% | 437 | -164 | -27.3% | -$8,192 | 减仓 |
| — | GLOBAL X FDS | $2.18万 | 0.00% | 499 | -119 | -19.3% | -$5,206 | 减仓 |
| — | SARATOGA INVT CORP | $2.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC | $2.19万 | 0.00% | 2,621 | 490 | 23.0% | $4,091 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $2.19万 | 0.00% | 418 | 1 | 0.2% | $52 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2.20万 | 0.00% | 750 | 750 | — | $2.20万 | 新建仓 |
| — | NEOS ETF TRUST | $2.20万 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $2.20万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $2.20万 | 0.00% | 727 | -105 | -12.6% | -$3,177 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $2.20万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $2.20万 | 0.00% | 307 | -566 | -64.8% | -$4.06万 | 减仓 |
| — | ISHARES INC | $2.21万 | 0.00% | 453 | 26 | 6.1% | $1,267 | 加仓 |
| AMBA | AMBARELLA INC | $2.21万 | 0.00% | 429 | 231 | 116.7% | $1.19万 | 加仓 |
| — | ISHARES TR | $2.21万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BK CORP | $2.23万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $2.23万 | 0.00% | 2,048 | 170 | 9.1% | $1,855 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $2.24万 | 0.00% | 339 | -2,424 | -87.7% | -$16.00万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $2.24万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $2.24万 | 0.00% | 372 | -377 | -50.3% | -$2.27万 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $2.24万 | 0.00% | 4,807 | 321 | 7.2% | $1,499 | 加仓 |
| EMBD | GLOBAL X FDS | $2.25万 | 0.00% | 959 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $2.25万 | 0.00% | 626 | -1,190 | -65.5% | -$4.27万 | 减仓 |
| — | ISHARES TR | $2.26万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| — | ALEXANDER & BALDWIN INC NEW | $2.27万 | 0.00% | 1,088 | -213 | -16.4% | -$4,439 | 减仓 |
| — | SP FUNDS TRUST | $2.27万 | 0.00% | 654 | 58 | 9.7% | $2,011 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $2.28万 | 0.00% | 301 | 16 | 5.6% | $1,214 | 加仓 |
| BKU | BANKUNITED INC | $2.29万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $2.29万 | 0.00% | 4,017 | -1,205 | -23.1% | -$6,881 | 减仓 |
| — | CALAMOS ETF TR | $2.30万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $2.30万 | 0.00% | 510 | 436 | 589.2% | $1.96万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $2.30万 | 0.00% | 587 | 4 | 0.7% | $157 | 加仓 |
| LASR | NLIGHT INC | $2.31万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $2.31万 | 0.00% | 558 | 227 | 68.6% | $9,396 | 加仓 |
| — | VANECK ETF TRUST | $2.32万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $2.32万 | 0.00% | 337 | 9 | 2.7% | $620 | 加仓 |
| EWI | ISHARES INC | $2.32万 | 0.00% | 435 | -1,715 | -79.8% | -$9.16万 | 减仓 |
| TECH | BIO-TECHNE CORP | $2.33万 | 0.00% | 445 | -164 | -26.9% | -$8,571 | 减仓 |
| NEWT | NEWTEKONE INC | $2.33万 | 0.00% | 2,130 | -14 | -0.7% | -$153 | 减仓 |
| VOD | VODAFONE GROUP PLC | $2.34万 | 0.00% | 1,555 | 100 | 6.9% | $1,502 | 加仓 |
| ICHR | ICHOR HOLDINGS | $2.34万 | 0.00% | 502 | -8 | -1.6% | -$373 | 减仓 |
| — | PIPER SANDLER COMPANIES | $2.34万 | 0.00% | 306 | 1 | 0.3% | $77 | 重新持有 |
| SNN | SMITH & NEPHEW PLC | $2.35万 | 0.00% | 738 | -68 | -8.4% | -$2,161 | 减仓 |
| AER | AERCAP HOLDINGS NV | $2.35万 | 0.00% | 171 | 13 | 8.2% | $1,783 | 加仓 |
| — | TREEHOUSE FOODS INC | $2.35万 | 0.00% | 966 | 304 | 45.9% | $7,384 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $2.35万 | 0.00% | 7,655 | -22,700 | -74.8% | -$6.97万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $2.36万 | 0.00% | 630 | -57 | -8.3% | -$2,133 | 减仓 |
| RXST | RXSIGHT INC | $2.36万 | 0.00% | 3,829 | 105 | 2.8% | $647 | 加仓 |
| FMC | FMC CORP | $2.36万 | 0.00% | 1,370 | 155 | 12.8% | $2,669 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.36万 | 0.00% | 748 | 106 | 16.5% | $3,346 | 加仓 |
| EWQ | ISHARES INC | $2.39万 | 0.00% | 550 | 120 | 27.9% | $5,206 | 加仓 |
| IEX | IDEX CORP | $2.39万 | 0.00% | 126 | -3 | -2.3% | -$569 | 减仓 |
| ISTB | ISHARES TR | $2.39万 | 0.00% | 493 | 10 | 2.1% | $485 | 加仓 |
| — | CSG SYS INTL INC | $2.39万 | 0.00% | 299 | 258 | 629.3% | $2.06万 | 加仓 |
| — | TEGNA INC | $2.40万 | 0.00% | 1,198 | -1 | -0.1% | -$20 | 减仓 |
| — | SEMRUSH HLDGS INC | $2.40万 | 0.00% | 2,010 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $2.43万 | 0.00% | 260 | 135 | 108.0% | $1.26万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $2.43万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| PML | PIMCO MUN INCOME FD II | $2.44万 | 0.00% | 3,221 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $2.45万 | 0.00% | 4,091 | 4,051 | 10,127.5% | $2.43万 | 重新持有 |
| LAUR | LAUREATE ED INC | $2.47万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $2.47万 | 0.00% | 1,866 | 1,866 | — | $2.47万 | 新建仓 |
| EVER | EVERQUOTE INC | $2.48万 | 0.00% | 1,609 | 1,273 | 378.9% | $1.96万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $2.48万 | 0.00% | 2,832 | -10,390 | -78.6% | -$9.11万 | 减仓 |
| CNA | CNA FINL CORP | $2.48万 | 0.00% | 541 | -32 | -5.6% | -$1,469 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $2.49万 | 0.00% | 251 | 251 | — | $2.49万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $2.49万 | 0.00% | 587 | -198 | -25.2% | -$8,395 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $2.49万 | 0.00% | 362 | 22 | 6.5% | $1,513 | 加仓 |
| ARKW | ARK ETF TR | $2.50万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| SEPU | AIM ETF PRODUCTS TRUST | $2.50万 | 0.00% | 892 | 20 | 2.3% | $560 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $2.51万 | 0.00% | 767 | 57 | 8.0% | $1,866 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $2.52万 | 0.00% | 684 | 1 | 0.1% | $37 | 加仓 |
| REG | REGENCY CTRS CORP | $2.52万 | 0.00% | 333 | -239 | -41.8% | -$1.81万 | 减仓 |
| WHD | CACTUS INC | $2.52万 | 0.00% | 532 | 368 | 224.4% | $1.74万 | 加仓 |
| SUSC | ISHARES TR | $2.52万 | 0.00% | 1,090 | -14 | -1.3% | -$324 | 减仓 |
| XES | SPDR SERIES TRUST | $2.52万 | 0.00% | 217 | 217 | — | $2.52万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $2.53万 | 0.00% | 1,386 | -5,787 | -80.7% | -$10.56万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $2.53万 | 0.00% | 363 | -550 | -60.2% | -$3.83万 | 减仓 |
| OGE | OGE ENERGY CORP | $2.54万 | 0.00% | 529 | 61 | 13.0% | $2,926 | 加仓 |