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
— LISTED FDS TR $8.45万0.00%2,757 72635.7% $2.23万 加仓
— AIM ETF PRODUCTS TRUST $8.46万0.00%3,292 1,54288.1% $3.96万 加仓
— INVESCO EXCH TRD SLF IDX FD $8.49万0.00%3,500 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $8.51万0.00%5,435 -2,680-33.0% -$4.19万 减仓
HTO H2O AMERICA $8.52万0.00%1,452 47648.8% $2.79万 加仓
PSK SPDR SERIES TRUST $8.53万0.00%2,765 1576.0% $4,842 加仓
BCI ABRDN ETFS $8.54万0.00%3,515 3,515— $8.54万 新建仓
KBR KBR INC $8.54万0.00%2,317 -30-1.3% -$1,106 减仓
COGT COGENT BIOSCIENCES INC $8.56万0.00%2,224 2,2009,166.7% $8.47万 加仓
CIM CHIMERA INVT CORP $8.57万0.00%6,826 6109.8% $7,655 加仓
TTC TORO CO $8.57万0.00%917 11414.2% $1.07万 加仓
— G WILLI FOOD INTL LTD $8.59万0.00%3,400 00.0% — 不变
CPAI NORTHERN LTS FD TR III $8.59万0.00%2,055 1,149126.8% $4.80万 加仓
LMUB ISHARES TR $8.60万0.00%1,722 1,722— $8.60万 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $8.61万0.00%1,103 -565-33.9% -$4.41万 减仓
— LISTED FDS TR $8.61万0.00%4,189 20.0% $41 加仓
— AIM ETF PRODUCTS TRUST $8.62万0.00%3,295 1,58592.7% $4.15万 加仓
IHAK ISHARES TR $8.63万0.00%1,978 412.1% $1,790 加仓
IAI ISHARES TR $8.64万0.00%526 -34,369-98.5% -$564.27万 减仓
ARKQ ARK ETF TR $8.64万0.00%768 7281,820.0% $8.19万 加仓
— INNOVATOR ETFS TRUST $8.65万0.00%4,660 4,660— $8.65万 新建仓
— INNOVATOR ETFS TRUST $8.65万0.00%2,593 00.0% — 不变
ATRO ASTRONICS CORP $8.65万0.00%1,297 23522.1% $1.57万 加仓
CSL CARLISLE COS INC $8.71万0.00%261 156148.6% $5.20万 加仓
AGX ARGAN INC $8.71万0.00%160 -106-39.8% -$5.77万 减仓
SJM SMUCKER J M CO $8.74万0.00%906 508127.6% $4.90万 加仓
RS RELIANCE INC $8.75万0.00%288 -32-10.0% -$9,725 减仓
AG FIRST MAJESTIC SILVER CORP $8.76万0.00%4,077 3,658873.0% $7.86万 重新持有
MRSK NORTHERN LIGHTS FD TR $8.76万0.00%2,479 30.1% $106 加仓
GPN GLOBAL PMTS INC $8.78万0.00%1,305 -168-11.4% -$1.13万 减仓
FXN FIRST TR EXCHANGE-TRADED FD $8.79万0.00%3,912 -1,074-21.5% -$2.41万 减仓
FENY FIDELITY COVINGTON TRUST $8.79万0.00%2,584 140.5% $476 加仓
RELX RELX PLC $8.83万0.00%2,663 -265-9.1% -$8,785 减仓
IYE ISHARES TR $8.85万0.00%1,366 -53-3.7% -$3,433 减仓
MNDY MONDAY COM LTD $8.85万0.00%1,281 413.3% $2,834 加仓
DEO DIAGEO PLC $8.92万0.00%1,198 -868-42.0% -$6.46万 减仓
VFC V F CORP $8.92万0.00%5,251 1,00023.5% $1.70万 加仓
— INNOVATOR ETFS TRUST $8.92万0.00%3,177 -12,773-80.1% -$35.87万 减仓
— CLEARWAY ENERGY INC $8.93万0.00%2,280 60536.1% $2.37万 加仓
PLMR PALOMAR HLDGS INC $8.97万0.00%751 8713.1% $1.04万 加仓
SPYD SPDR SERIES TRUST $8.99万0.00%1,974 70.4% $319 加仓
FLXS FLEXSTEEL INDS INC $8.99万0.00%2,001 1,277176.4% $5.74万 加仓
SPSB SPDR SERIES TRUST $9.00万0.00%2,993 -151-4.8% -$4,541 减仓
PTCT PTC THERAPEUTICS INC $9.01万0.00%1,322 655.2% $4,428 加仓
— PROSHARES TR $9.01万0.00%2,700 27511.3% $9,181 加仓
AVDV AMERICAN CENTY ETF TR $9.03万0.00%904 764545.7% $7.63万 加仓
PPC PILGRIMS PRIDE CORP $9.03万0.00%2,391 -1,921-44.6% -$7.25万 减仓
TD TORONTO DOMINION BK ONT $9.04万0.00%969 19324.9% $1.80万 加仓
— FIRST TR EXCHNG TRADED FD VI $9.07万0.00%1,929 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $9.10万0.00%1,330 -85-6.0% -$5,817 减仓
PLNT PLANET FITNESS MASTER ISSUER $9.13万0.00%1,227 252.1% $1,859 加仓
MFC MANULIFE FINL CORP $9.13万0.00%2,650 -27-1.0% -$930 减仓
FPF FIRST TR INTER DURATN PFD & $9.13万0.00%5,179 00.0% — 不变
MUST COLUMBIA ETF TR I $9.15万0.00%4,460 -2-0.0% -$41 减仓
USO UNITED STS OIL FD LP $9.15万0.00%719 453170.3% $5.76万 加仓
AVNT AVIENT CORPORATION $9.15万0.00%2,522 -59-2.3% -$2,142 减仓
NYF ISHARES TR $9.16万0.00%1,725 130.8% $691 加仓
APTV APTIV PLC $9.17万0.00%1,320 -58-4.2% -$4,028 减仓
BALL BALL CORP $9.19万0.00%1,554 -95-5.8% -$5,615 减仓
MINO PIMCO ETF TR $9.20万0.00%2,036 -110-5.1% -$4,969 减仓
UTG REAVES UTIL INCOME FD $9.21万0.00%2,345 120.5% $471 加仓
BMAY INNOVATOR ETFS TRUST $9.22万0.00%2,055 402.0% $1,795 加仓
FLXR TCW ETF TRUST $9.28万0.00%2,364 2,090762.8% $8.21万 加仓
CRCL CIRCLE INTERNET GROUP INC $9.29万0.00%974 -3,187-76.6% -$30.41万 减仓
REET ISHARES TR $9.30万0.00%3,696 00.0% — 不变
HYGV FLEXSHARES TR $9.32万0.00%2,326 241.0% $961 加仓
— INVESCO EXCHANGE TRADED FD T $9.33万0.00%1,610 -33-2.0% -$1,913 减仓
— INNOVATOR ETFS TRUST $9.35万0.00%3,213 1,813129.5% $5.27万 加仓
— STRATEGY SHS $9.35万0.00%3,708 3,708— $9.35万 新建仓
BSCT INVESCO EXCH TRD SLF IDX FD $9.36万0.00%5,015 1,90161.0% $3.55万 加仓
EDV VANGUARD WORLD FD $9.38万0.00%1,444 -877-37.8% -$5.70万 减仓
MTN VAIL RESORTS INC $9.38万0.00%731 583393.9% $7.48万 加仓
TMP TOMPKINS FINL CORP $9.41万0.00%1,193 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $9.41万0.00%1,229 924303.0% $7.07万 加仓
— WISDOMTREE TR $9.42万0.00%1,137 20.2% $166 加仓
CUBE CUBESMART $9.46万0.00%2,580 85149.2% $3.12万 加仓
OKTA OKTA INC $9.46万0.00%1,202 -89-6.9% -$7,005 减仓
DFSU DIMENSIONAL ETF TRUST $9.47万0.00%2,305 -641-21.8% -$2.63万 减仓
BAB INVESCO EXCH TRADED FD TR II $9.49万0.00%3,519 110.3% $297 加仓
EPAM EPAM SYS INC $9.52万0.00%703 -16-2.2% -$2,166 减仓
XOVR ENTREPRENEURSHARES SERIES TR $9.52万0.00%5,636 2,25066.5% $3.80万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $9.53万0.00%578 20454.5% $3.36万 加仓
— GLOBAL X FDS $9.53万0.00%4,529 2786.5% $5,849 加仓
VIAV VIAVI SOLUTIONS INC $9.56万0.00%2,874 2,6551,212.3% $8.84万 加仓
EEMA ISHARES INC $9.57万0.00%1,000 500100.0% $4.79万 加仓
AR ANTERO RESOURCES CORP $9.58万0.00%2,257 -1,114-33.0% -$4.73万 减仓
PKW INVESCO EXCHANGE TRADED FD T $9.58万0.00%730 -303-29.3% -$3.98万 减仓
ILF ISHARES TR $9.59万0.00%2,700 1927.7% $6,820 加仓
CNP CENTERPOINT ENERGY INC $9.59万0.00%2,223 -129-5.5% -$5,568 减仓
— BOEING CO $9.63万0.00%1,484 833128.0% $5.40万 加仓
GHY PGIM GLOBAL HIGH YIELD FD FO $9.64万0.00%8,273 8,273— $9.64万 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE $9.65万0.00%1,192 00.0% — 不变
RGTI RIGETTI COMPUTING INC $9.68万0.00%6,892 -350-4.8% -$4,914 减仓
— FIRST TR EXCHANGE-TRADED FD $9.70万0.00%4,467 00.0% — 不变
FDRR FIDELITY COVINGTON TRUST $9.71万0.00%1,651 70.4% $412 加仓
S SENTINELONE INC $9.71万0.00%7,541 -6,690-47.0% -$8.62万 减仓
TRP TC ENERGY CORP $9.72万0.00%1,552 -59-3.7% -$3,693 减仓
— CARNIVAL PLC $9.79万0.00%3,800 00.0% — 不变
AEE AMEREN CORP $9.79万0.00%891 -149-14.3% -$1.64万 减仓
BNOV INNOVATOR ETFS TRUST $9.80万0.00%2,278 00.0% — 不变