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
PR PERMIAN RESOURCES CORP $9.81万0.00%4,599 46811.3% $9,978 加仓
HYLB DBX ETF TR $9.82万0.00%2,715 -141-4.9% -$5,099 减仓
ESGV VANGUARD WORLD FD $9.82万0.00%875 33361.4% $3.74万 加仓
— SPROTT FDS TR $9.84万0.00%1,663 1,363454.3% $8.07万 加仓
GOLF ACUSHNET HLDGS CORP $9.84万0.00%1,053 00.0% — 不变
URA GLOBAL X FDS $9.86万0.00%2,035 -47-2.3% -$2,276 减仓
APPF APPFOLIO INC $9.86万0.00%625 -17-2.6% -$2,683 减仓
— KRANESHARES TRUST $9.87万0.00%5,275 00.0% — 不变
— ISHARES TR $9.90万0.00%2,971 2,971— $9.90万 新建仓
CLVT CLARIVATE PLC $9.90万0.00%39,132 -4,937-11.2% -$1.25万 减仓
RITM RITHM CAPITAL CORP $9.91万0.00%10,451 -1,754-14.4% -$1.66万 减仓
BIDU BAIDU INC $9.92万0.00%890 546.5% $6,017 加仓
— LISTED FDS TR $9.92万0.00%2,619 -2,540-49.2% -$9.62万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $9.95万0.00%1,921 00.0% — 不变
— INNOVATOR ETFS TRUST $9.96万0.00%4,698 250.5% $530 加仓
DFCA DIMENSIONAL ETF TRUST $9.98万0.00%2,002 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $9.99万0.00%870 -66-7.1% -$7,580 减仓
— INNOVATOR ETFS TRUST $10.04万0.00%3,560 -560-13.6% -$1.58万 减仓
DOC HEALTHPEAK PROPERTIES INC $10.06万0.00%6,122 -204-3.2% -$3,352 减仓
EIS ISHARES INC $10.06万0.00%867 464115.1% $5.38万 加仓
IWC ISHARES TR $10.07万0.00%631 -459-42.1% -$7.33万 减仓
IYF ISHARES TR $10.07万0.00%856 -158-15.6% -$1.86万 减仓
— CALAMOS ETF TR $10.13万0.00%5,370 -970-15.3% -$1.83万 减仓
INDA ISHARES TR $10.14万0.00%2,165 -3,055-58.5% -$14.31万 减仓
TLN TALEN ENERGY CORP $10.15万0.00%318 -21-6.2% -$6,704 减仓
PATK PATRICK INDS INC $10.15万0.00%914 -1-0.1% -$111 减仓
GLXY GALAXY DIGITAL INC. $10.22万0.00%5,541 -4,915-47.0% -$9.07万 减仓
URBN URBAN OUTFITTERS INC $10.24万0.00%1,617 -3,945-70.9% -$24.99万 减仓
— CALAMOS ETF TR $10.25万0.00%4,665 4,665— $10.25万 新建仓
EYE NATIONAL VISION HLDGS INC $10.27万0.00%3,964 -81-2.0% -$2,098 减仓
BSMR INVESCO EXCH TRD SLF IDX FD $10.28万0.00%4,347 2486.1% $5,866 加仓
KVYO KLAVIYO INC $10.29万0.00%5,287 3036.1% $5,896 加仓
WTW WILLIS TOWERS WATSON PLC LTD $10.29万0.00%354 -6-1.7% -$1,744 减仓
— AMPLIFY ETF TR $10.32万0.00%1,794 211.2% $1,209 加仓
ADPV SERIES PORTFOLIOS TR $10.33万0.00%2,450 00.0% — 不变
IRT INDEPENDENCE RLTY TR INC $10.35万0.00%6,953 741.1% $1,102 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $10.36万0.00%6,194 2,87986.8% $4.81万 加仓
HSBC HSBC HLDGS PLC $10.38万0.00%1,258 332.7% $2,722 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $10.40万0.00%2,880 00.0% — 不变
FXD FIRST TR EXCHANGE-TRADED FD $10.42万0.00%1,627 -501-23.5% -$3.21万 减仓
OMF ONEMAIN HLDGS INC $10.42万0.00%1,948 27516.4% $1.47万 加仓
HCI HCI GROUP INC $10.50万0.00%679 569517.3% $8.80万 加仓
ISPY PROSHARES TR $10.50万0.00%2,423 672.8% $2,904 加仓
AZZ AZZ INC $10.52万0.00%841 8275,907.1% $10.35万 加仓
LTC LTC PPTYS INC $10.53万0.00%2,834 1,10063.4% $4.09万 加仓
OWL BLUE OWL CAPITAL INC $10.55万0.00%11,558 4,97075.4% $4.54万 加仓
CQQQ INVESCO EXCH TRADED FD TR II $10.57万0.00%2,296 2,296— $10.57万 新建仓
BEN FRANKLIN RESOURCES INC $10.58万0.00%4,479 10.0% $24 加仓
SW SMURFIT WESTROCK PLC $10.64万0.00%2,671 2,206474.4% $8.79万 加仓
SON SONOCO PRODS CO $10.67万0.00%1,972 -1,024-34.2% -$5.54万 减仓
DHS WISDOMTREE TR $10.67万0.00%977 00.0% — 不变
BAX BAXTER INTL INC $10.67万0.00%6,352 2,32557.7% $3.91万 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $10.67万0.00%5,573 85318.1% $1.63万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $10.68万0.00%6,490 2504.0% $4,115 加仓
BOH BANK HAWAII CORP $10.69万0.00%1,440 00.0% — 不变
FCG FIRST TR EXCHANGE-TRADED FD $10.70万0.00%3,375 -2,200-39.5% -$6.97万 减仓
SPUS TIDAL TRUST I $10.73万0.00%2,229 40222.0% $1.94万 加仓
— FIRST TR EXCHNG TRADED FD VI $10.74万0.00%4,637 -625-11.9% -$1.45万 减仓
WING WINGSTOP INC $10.75万0.00%694 -11-1.6% -$1,705 减仓
HUN HUNTSMAN CORP $10.76万0.00%8,085 -9-0.1% -$120 减仓
DOL WISDOMTREE TR $10.78万0.00%1,585 -687-30.2% -$4.67万 减仓
OII OCEANEERING INTL INC $10.81万0.00%3,048 00.0% — 不变
ACT ENACT HLDGS INC $10.82万0.00%2,651 2,5542,633.0% $10.42万 加仓
XENE XENON PHARMACEUTICALS INC $10.88万0.00%1,871 -6-0.3% -$349 减仓
CCK CROWN HLDGS INC $10.93万0.00%1,090 -52-4.6% -$5,213 减仓
— INNOVATOR ETFS TRUST $10.95万0.00%4,260 00.0% — 不变
INFQ INFLEQTION INC $10.96万0.00%11,175 11,175— $10.96万 新建仓
VFQY VANGUARD WELLINGTON FD $10.98万0.00%736 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $10.99万0.00%471 429.8% $9,797 加仓
DINO HF SINCLAIR CORP $10.99万0.00%1,762 -497-22.0% -$3.10万 减仓
— INNOVATOR ETFS TRUST $11.04万0.00%4,308 1002.4% $2,562 加仓
OSK OSHKOSH CORP $11.04万0.00%750 -88-10.5% -$1.30万 减仓
SSNC SS&C TECH HLDGS $11.04万0.00%1,634 -56-3.3% -$3,784 减仓
LH LABCORP HOLDINGS INC $11.05万0.00%414 -37-8.2% -$9,872 减仓
SNY SANOFI SA $11.06万0.00%2,295 31415.9% $1.51万 加仓
IEV ISHARES TR $11.11万0.00%1,635 -955-36.9% -$6.49万 减仓
NPB NORTHPOINTE BANCSHARES INC. $11.11万0.00%6,438 00.0% — 不变
AN AUTONATION INC $11.15万0.00%571 50.9% $976 加仓
ARLP ALLIANCE RESOURCE PARTNERS L $11.20万0.00%4,049 00.0% — 不变
— CALAMOS ETF TR $11.22万0.00%5,595 -4,250-43.2% -$8.52万 减仓
AMX AMERICA MOVIL SAB DE CV $11.25万0.00%4,414 -35-0.8% -$892 减仓
MCHI ISHARES TR $11.30万0.00%2,012 -1,001-33.2% -$5.62万 减仓
LPLA LPL FINL HLDGS INC $11.31万0.00%376 41.1% $1,203 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $11.31万0.00%1,741 61754.9% $4.01万 加仓
— EXCHANGE LISTED FDS TR $11.33万0.00%3,546 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $11.34万0.00%4,763 -857-15.2% -$2.04万 减仓
SLF SUN LIFE FINANCIAL INC. $11.37万0.00%1,817 -15-0.8% -$938 减仓
MPWR MONOLITHIC PWR SYS INC $11.37万0.00%104 55.1% $5,467 加仓
— REV GROUP INC $11.39万0.00%1,783 45834.6% $2.93万 加仓
DXCM DEXCOM INC $11.41万0.00%1,817 -262-12.6% -$1.65万 减仓
CMDY ISHARES U S ETF TR $11.41万0.00%1,921 00.0% — 不变
MCY MERCURY GENL CORP NEW $11.42万0.00%1,295 789155.9% $6.96万 加仓
EQH EQUITABLE HLDGS INC $11.42万0.00%3,077 461.5% $1,707 加仓
SPHB INVESCO EXCH TRADED FD TR II $11.42万0.00%985 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $11.46万0.00%10,536 -144,371-93.2% -$157.08万 减仓
AVA AVISTA CORP $11.46万0.00%2,856 2067.8% $8,269 加仓
UNIT UNITI GROUP LLC $11.51万0.00%12,271 780.6% $732 加仓
XSD SPDR SERIES TRUST $11.51万0.00%353 8933.7% $2.90万 加仓
EPR EPR PPTYS $11.53万0.00%2,307 43123.0% $2.15万 加仓
MANH MANHATTAN ASSOCIATES INC $11.53万0.00%866 -237-21.5% -$3.15万 减仓