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
SPOT SPOTIFY TECHNOLOGY S A $21.63万0.00%446 -21-4.5% -$1.02万 减仓
BROS DUTCH BROS INC $21.64万0.00%4,271 -356-7.7% -$1.80万 减仓
TXT TEXTRON INC $21.65万0.00%2,473 -103-4.0% -$9,019 减仓
TNA DIREXION SHARES ETF TRUST $21.69万0.00%4,914 2,40095.5% $10.59万 加仓
HRMY HARMONY BIOSCIENCES HLDGS IN $21.70万0.00%7,749 3304.4% $9,243 加仓
— FIRST TR EXCHNG TRADED FD VI $21.74万0.00%7,947 00.0% — 不变
— INNOVATOR ETFS TRUST $21.75万0.00%8,170 00.0% — 不变
WRD WERIDE INC $21.79万0.00%26,933 25,7722,219.8% $20.85万 加仓
BBAG J P MORGAN EXCHANGE TRADED F $21.83万0.00%4,729 47511.2% $2.19万 加仓
— NUVEEN SELECT MAT MUN FD $21.86万0.00%23,134 6,53039.3% $6.17万 加仓
GPI GROUP 1 AUTOMOTIVE INC $21.99万0.00%665 -13-1.9% -$4,298 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $21.99万0.00%3,276 47717.0% $3.20万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.01万0.00%6,560 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $22.10万0.00%4,223 2586.5% $1.35万 加仓
JKHY HENRY JACK & ASSOC INC $22.13万0.00%1,400 20.1% $316 加仓
— INNOVATOR ETFS TRUST $22.16万0.00%7,531 00.0% — 不变
OAIM UNIFIED SER TR $22.18万0.00%5,151 921.8% $3,961 加仓
DKNG DRAFTKINGS INC NEW $22.22万0.00%10,277 -23,895-69.9% -$51.66万 减仓
WAT WATERS CORP $22.25万0.00%747 7011,523.9% $20.88万 加仓
BITO PROSHARES TR $22.29万0.00%23,937 23,937— $22.29万 新建仓
VEEV VEEVA SYS INC $22.31万0.00%1,270 21420.3% $3.76万 加仓
FLKR FRANKLIN TEMPLETON ETF TR $22.32万0.00%5,599 5,599— $22.32万 新建仓
FSK FS KKR CAP CORP $22.38万0.00%21,985 -11,299-33.9% -$11.50万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.45万0.00%6,004 00.0% — 不变
IRM IRON MTN INC DEL $22.48万0.00%2,201 -920-29.5% -$9.40万 减仓
B BARRICK MNG CORP $22.49万0.00%5,513 -949-14.7% -$3.87万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.50万0.00%7,309 -3-0.0% -$92 减仓
PCOR PROCORE TECHNOLOGIES INC $22.53万0.00%3,952 1,46258.7% $8.33万 加仓
VTWO VANGUARD SCOTTSDALE FDS $22.57万0.00%2,253 60.3% $601 加仓
IUSV ISHARES TR $22.58万0.00%2,208 -1,706-43.6% -$17.44万 减仓
WPM WHEATON PRECIOUS METALS CORP $22.64万0.00%1,728 00.0% — 不变
PGY PAGAYA TECHNOLOGIES LTD $22.76万0.00%19,535 2,46314.4% $2.87万 加仓
CHE CHEMED CORP NEW $22.78万0.00%603 -1,068-63.9% -$40.34万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.78万0.00%5,858 00.0% — 不变
DPZ DOMINOS PIZZA INC $22.78万0.00%635 331108.9% $11.88万 加仓
BRO BROWN & BROWN INC $22.83万0.00%3,501 -15,716-81.8% -$102.48万 减仓
— INNOVATOR ETFS TRUST $22.84万0.00%11,120 -145,751-92.9% -$299.43万 减仓
IDYA IDEAYA BIOSCIENCES INC $22.89万0.00%6,869 -6-0.1% -$200 减仓
QTUM ETF SER SOLUTIONS $22.90万0.00%2,134 35720.1% $3.83万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $22.98万0.00%5,772 00.0% — 不变
RODM LATTICE STRATEGIES TR $22.99万0.00%5,831 1091.9% $4,297 加仓
SPTS SPDR SERIES TRUST $23.01万0.00%7,884 1,36020.8% $3.97万 加仓
PRFZ INVESCO EXCHANGE TRADED FD T $23.03万0.00%5,020 -107-2.1% -$4,908 减仓
SYF SYNCHRONY FINANCIAL $23.13万0.00%3,400 1,65094.3% $11.22万 加仓
HUBS HUBSPOT INC $23.17万0.00%949 -4,177-81.5% -$101.96万 减仓
VOX VANGUARD WORLD FD $23.29万0.00%1,295 -85-6.2% -$1.53万 减仓
ZS ZSCALER INC $23.33万0.00%1,663 -394-19.2% -$5.53万 减仓
HALO HALOZYME THERAPEUTICS INC $23.36万0.00%3,615 -31-0.9% -$2,004 减仓
BUFF INNOVATOR ETFS TRUST $23.39万0.00%4,733 -1,138-19.4% -$5.62万 减仓
BYD BOYD GAMING CORP $23.55万0.00%2,866 2,6411,173.8% $21.70万 加仓
TNL TRAVEL PLUS LEISURE CO $23.59万0.00%3,409 56119.7% $3.88万 加仓
VV VANGUARD INDEX FDS $23.67万0.00%792 81.0% $2,391 加仓
SDCI USCF ETF TR $23.70万0.00%8,700 4,30097.7% $11.71万 加仓
STAG STAG INDUSTRIAL INC $23.73万0.00%6,580 -44-0.7% -$1,587 减仓
NDSN NORDSON CORP $23.76万0.00%893 161.8% $4,257 加仓
YUMC YUM CHINA HLDGS INC $23.77万0.00%4,873 -38-0.8% -$1,854 减仓
FIVE FIVE BELOW INC $23.81万0.00%1,042 528102.7% $12.06万 加仓
PRI PRIMERICA INC $23.85万0.00%952 -9-0.9% -$2,254 减仓
MDGL MADRIGAL PHARMACEUTICALS INC $23.87万0.00%456 -5-1.1% -$2,617 减仓
— WISDOMTREE TR $23.88万0.00%7,209 00.0% — 不变
CLX CLOROX CO DEL $23.92万0.00%2,308 -3,317-59.0% -$34.37万 减仓
CDW CDW CORP $24.07万0.00%1,989 -13-0.6% -$1,573 减仓
AOR ISHARES TR $24.16万0.01%3,754 -122-3.1% -$7,851 减仓
KAPR INNOVATOR ETFS TRUST $24.25万0.01%6,689 781.2% $2,827 加仓
SNDA SONIDA SENIOR LIVING INC $24.27万0.01%7,526 7,526— $24.27万 新建仓
— INNOVATOR ETFS TRUST $24.33万0.01%8,380 -870-9.4% -$2.53万 减仓
APRW AIM ETF PRODUCTS TRUST $24.45万0.01%6,911 00.0% — 不变
AGNC AGNC INVT CORP $24.49万0.01%24,417 3,61017.3% $3.62万 加仓
SMCI SUPER MICRO COMPUTER INC $24.51万0.01%10,766 -6,501-37.6% -$14.80万 减仓
UNM UNUM GROUP $24.52万0.01%3,357 -2,738-44.9% -$20.00万 减仓
KVUE KENVUE INC $24.52万0.01%14,224 1,95515.9% $3.37万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $24.55万0.01%11,502 -241-2.1% -$5,143 减仓
BWA BORGWARNER INC $24.57万0.01%4,528 -10,460-69.8% -$56.76万 减仓
INGR INGREDION INC $24.58万0.01%2,182 -3-0.1% -$338 减仓
VTR VENTAS INC $24.61万0.01%3,009 -1,260-29.5% -$10.30万 减仓
GWW WW GRAINGER INC $24.65万0.01%226 -2,009-89.9% -$219.14万 减仓
FITB FIFTH THIRD BANCORP $24.79万0.01%5,335 -1,355-20.3% -$6.30万 减仓
LPX LOUISIANA PAC CORP $24.82万0.01%3,411 2106.6% $1.53万 加仓
SLYV SPDR SERIES TRUST $24.86万0.01%2,628 -288-9.9% -$2.72万 减仓
PBUS INVESCO EXCH TRADED FD TR II $24.86万0.01%3,815 310.8% $2,020 加仓
ELV ELEVANCE HEALTH INC FORMERLY $24.91万0.01%851 769.8% $2.22万 加仓
PAG PENSKE AUTOMOTIVE GRP INC $25.15万0.01%1,682 -160-8.7% -$2.39万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $25.18万0.01%2,436 -3-0.1% -$310 减仓
FICS FIRST TR EXCHANGE TRADED FD $25.22万0.01%6,462 00.0% — 不变
BUFY FIRST TR EXCHNG TRADED FD VI $25.23万0.01%11,274 10,097857.9% $22.60万 加仓
JBHT HUNT J B TRANS SVCS INC $25.24万0.01%1,191 -83-6.5% -$1.76万 减仓
— INNOVATOR ETFS TRUST $25.27万0.01%9,448 00.0% — 不变
AIG AMERICAN INTL GROUP INC $25.32万0.01%3,365 280.8% $2,107 加仓
CDC VICTORY PORTFOLIOS II $25.34万0.01%3,548 00.0% — 不变
— NYXOAH S A $25.51万0.01%87,365 87,365— $25.51万 新建仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $25.70万0.01%3,645 2226.5% $1.57万 加仓
CNC CENTENE CORP DEL $25.76万0.01%7,869 -2,174-21.6% -$7.12万 减仓
CNI CANADIAN NATL RY CO $25.83万0.01%2,513 -376-13.0% -$3.86万 减仓
MGY MAGNOLIA OIL & GAS CORP $25.83万0.01%8,181 -4-0.0% -$126 减仓
VDE VANGUARD WORLD FD $25.87万0.01%1,495 19715.2% $3.41万 加仓
VTC VANGUARD SCOTTSDALE FDS $25.96万0.01%3,379 76729.4% $5.89万 加仓
CVE CENOVUS ENERGY INC $26.00万0.01%9,801 4,962102.5% $13.16万 加仓
— CAPITAL GRP FIXED INCM ETF T $26.27万0.01%10,484 6,265148.5% $15.70万 加仓
ES EVERSOURCE ENERGY $26.42万0.01%3,814 38611.3% $2.67万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $26.43万0.01%2,849 -24-0.8% -$2,226 减仓