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 |
|---|---|---|---|---|---|---|---|---|
| MSIF | MSC INCOME FUND INC | $13.13万 | 0.00% | 10,777 | 4,449 | 70.3% | $5.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $13.16万 | 0.00% | 4,479 | -221 | -4.7% | -$6,493 | 减仓 |
| FTAI | FTAI AVIATION LTD | $13.18万 | 0.00% | 538 | 238 | 79.3% | $5.83万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $13.24万 | 0.00% | 726 | 200 | 38.0% | $3.65万 | 加仓 |
| WAB | WABTEC | $13.25万 | 0.00% | 530 | -12 | -2.2% | -$2,999 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $13.25万 | 0.00% | 768 | 656 | 585.7% | $11.32万 | 加仓 |
| RACE | FERRARI N V | $13.27万 | 0.00% | 392 | -13 | -3.2% | -$4,400 | 减仓 |
| DDS | DILLARDS INC | $13.27万 | 0.00% | 232 | 188 | 427.3% | $10.76万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $13.30万 | 0.00% | 3,147 | 469 | 17.5% | $1.98万 | 加仓 |
| CAVA | CAVA GROUP INC | $13.30万 | 0.00% | 1,644 | -563 | -25.5% | -$4.55万 | 减仓 |
| CORP | PIMCO ETF TR | $13.32万 | 0.00% | 1,376 | -2,600 | -65.4% | -$25.17万 | 减仓 |
| — | COTERRA ENERGY INC | $13.35万 | 0.00% | 3,800 | -819 | -17.7% | -$2.88万 | 减仓 |
| DOCU | DOCUSIGN INC | $13.39万 | 0.00% | 2,825 | 187 | 7.1% | $8,866 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $13.42万 | 0.00% | 3,883 | 393 | 11.3% | $1.36万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $13.42万 | 0.00% | 2,554 | 465 | 22.3% | $2.44万 | 加仓 |
| KWEB | KRANESHARES TRUST | $13.47万 | 0.00% | 4,739 | 616 | 14.9% | $1.75万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $13.48万 | 0.00% | 5,280 | 0 | 0.0% | — | 不变 |
| EPOL | ISHARES TR | $13.50万 | 0.00% | 3,709 | 3,709 | — | $13.50万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $13.51万 | 0.00% | 1,680 | -1,546 | -47.9% | -$12.43万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $13.52万 | 0.00% | 2,665 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $13.53万 | 0.00% | 5,343 | 1,551 | 40.9% | $3.93万 | 加仓 |
| EVR | EVERCORE INC | $13.55万 | 0.00% | 454 | 225 | 98.3% | $6.72万 | 加仓 |
| — | LEGACY ED INC | $13.55万 | 0.00% | 10,825 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $13.59万 | 0.00% | 71 | -7 | -9.0% | -$1.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $13.60万 | 0.00% | 2,228 | 690 | 44.9% | $4.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $13.64万 | 0.00% | 4,946 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $13.65万 | 0.00% | 3,068 | -1,841 | -37.5% | -$8.19万 | 减仓 |
| RNG | RINGCENTRAL INC | $13.66万 | 0.00% | 3,672 | -272 | -6.9% | -$1.01万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $13.68万 | 0.00% | 915 | -235 | -20.4% | -$3.51万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $13.71万 | 0.00% | 6,265 | 1,926 | 44.4% | $4.22万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $13.76万 | 0.00% | 940 | -2 | -0.2% | -$293 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $13.76万 | 0.00% | 1,059 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $13.79万 | 0.00% | 1,206 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $13.79万 | 0.00% | 8,010 | 2,965 | 58.8% | $5.11万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $13.80万 | 0.00% | 4,259 | 2,761 | 184.3% | $8.95万 | 加仓 |
| BKE | BUCKLE INC | $13.86万 | 0.00% | 2,752 | 271 | 10.9% | $1.36万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $13.86万 | 0.00% | 2,721 | 2,721 | — | $13.86万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $13.87万 | 0.00% | 2,310 | -134 | -5.5% | -$8,048 | 减仓 |
| PDD | PDD HOLDINGS INC | $13.90万 | 0.00% | 1,360 | -1,690 | -55.4% | -$17.27万 | 减仓 |
| TPLC | TIMOTHY PLAN | $13.95万 | 0.00% | 3,003 | 94 | 3.2% | $4,365 | 加仓 |
| IESC | IES HOLDINGS INC | $13.96万 | 0.00% | 293 | -26 | -8.2% | -$1.24万 | 减仓 |
| WDAY | WORKDAY INC | $13.97万 | 0.00% | 1,075 | -171 | -13.7% | -$2.22万 | 减仓 |
| RKT | ROCKET COS INC | $13.97万 | 0.00% | 9,805 | 1,166 | 13.5% | $1.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $13.98万 | 0.00% | 4,762 | 0 | 0.0% | — | 不变 |
| USSG | DBX ETF TR | $13.98万 | 0.00% | 2,343 | -84 | -3.5% | -$5,013 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $13.99万 | 0.00% | 3,513 | 1,415 | 67.4% | $5.64万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $14.02万 | 0.00% | 1,839 | -5 | -0.3% | -$381 | 减仓 |
| KHC | KRAFT HEINZ CO | $14.03万 | 0.00% | 6,239 | -2,289 | -26.8% | -$5.15万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $14.05万 | 0.00% | 1,875 | 785 | 72.0% | $5.88万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $14.06万 | 0.00% | 5,934 | -1,802 | -23.3% | -$4.27万 | 减仓 |
| MAS | MASCO CORP | $14.06万 | 0.00% | 2,329 | -904 | -28.0% | -$5.46万 | 减仓 |
| — | QORVO INC | $14.06万 | 0.00% | 1,817 | -303 | -14.3% | -$2.35万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $14.08万 | 0.00% | 3,805 | -233 | -5.8% | -$8,623 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $14.09万 | 0.00% | 721 | -116 | -13.9% | -$2.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.13万 | 0.00% | 5,373 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $14.16万 | 0.00% | 4,600 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $14.16万 | 0.00% | 8,273 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $14.24万 | 0.00% | 1,723 | -1,039 | -37.6% | -$8.59万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $14.26万 | 0.00% | 2,875 | -736 | -20.4% | -$3.65万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $14.28万 | 0.00% | 1,943 | 631 | 48.1% | $4.64万 | 加仓 |
| BAP | CREDICORP LTD | $14.28万 | 0.00% | 421 | 421 | — | $14.28万 | 新建仓 |
| SONY | SONY GROUP CORP | $14.30万 | 0.00% | 6,908 | 81 | 1.2% | $1,677 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $14.31万 | 0.00% | 3,034 | -802 | -20.9% | -$3.78万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $14.37万 | 0.00% | 7,773 | 5,445 | 233.9% | $10.07万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $14.38万 | 0.00% | 1,939 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $14.38万 | 0.00% | 838 | -26 | -3.0% | -$4,462 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $14.39万 | 0.00% | 9,741 | 603 | 6.6% | $8,906 | 加仓 |
| SMLV | SPDR SERIES TRUST | $14.42万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $14.43万 | 0.00% | 992 | 350 | 54.5% | $5.09万 | 加仓 |
| SMMU | PIMCO ETF TR | $14.44万 | 0.00% | 2,863 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $14.45万 | 0.00% | 527 | 484 | 1,125.6% | $13.27万 | 加仓 |
| TSN | TYSON FOODS INC | $14.47万 | 0.00% | 2,259 | 580 | 34.5% | $3.72万 | 加仓 |
| IYR | ISHARES TR | $14.50万 | 0.00% | 1,533 | 1 | 0.1% | $95 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $14.54万 | 0.00% | 3,606 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $14.55万 | 0.00% | 1,263 | 205 | 19.4% | $2.36万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $14.57万 | 0.00% | 1,691 | 1,691 | — | $14.57万 | 新建仓 |
| — | TOPBUILD COR | $14.58万 | 0.00% | 415 | -109 | -20.8% | -$3.83万 | 减仓 |
| IXJ | ISHARES TR | $14.65万 | 0.00% | 1,566 | 431 | 38.0% | $4.03万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $14.65万 | 0.00% | 5,580 | 746 | 15.4% | $1.96万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $14.66万 | 0.00% | 6,440 | 72 | 1.1% | $1,639 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $14.67万 | 0.00% | 3,075 | -427 | -12.2% | -$2.04万 | 减仓 |
| — | NEOS ETF TRUST | $14.74万 | 0.00% | 2,876 | 2,111 | 275.9% | $10.82万 | 加仓 |
| GLPI | GAMING & LEISURE P | $14.75万 | 0.00% | 3,324 | 450 | 15.7% | $2.00万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $14.75万 | 0.00% | 744 | -71 | -8.7% | -$1.41万 | 减仓 |
| TEM | TEMPUS AI INC | $14.76万 | 0.00% | 3,263 | -122 | -3.6% | -$5,517 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $14.76万 | 0.00% | 2,560 | 6 | 0.2% | $346 | 加仓 |
| SCI | SERVICE CORP INTL | $14.78万 | 0.00% | 1,791 | 221 | 14.1% | $1.82万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $14.78万 | 0.00% | 4,326 | 1,530 | 54.7% | $5.23万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $14.79万 | 0.00% | 4,912 | -3,446 | -41.2% | -$10.38万 | 减仓 |
| BELFB | BEL FUSE INC | $14.85万 | 0.00% | 750 | 750 | — | $14.85万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $14.86万 | 0.00% | 2,522 | -332 | -11.6% | -$1.96万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $14.88万 | 0.00% | 5,200 | 4,833 | 1,316.9% | $13.83万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $14.92万 | 0.00% | 1,863 | 451 | 31.9% | $3.61万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $14.97万 | 0.00% | 3,507 | 11 | 0.3% | $469 | 加仓 |
| DCI | DONALDSON INC | $14.97万 | 0.00% | 1,764 | 601 | 51.7% | $5.10万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $15.03万 | 0.00% | 7,000 | -1,265 | -15.3% | -$2.72万 | 减仓 |
| — | EA SERIES TRUST | $15.05万 | 0.00% | 5,925 | 4,120 | 228.3% | $10.46万 | 加仓 |
| GL | GLOBE LIFE INC | $15.06万 | 0.00% | 1,082 | -2 | -0.2% | -$278 | 减仓 |
| CLIP | GLOBAL X FDS | $15.06万 | 0.00% | 1,501 | -7 | -0.5% | -$703 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $15.08万 | 0.00% | 4,248 | -1,469 | -25.7% | -$5.21万 | 减仓 |