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
TMFC RBB FD INC $40.33万0.01%6,113 1813.1% $1.19万 加仓
FLEX FLEXTRONICS INTL LTD $40.41万0.01%6,173 -1,465-19.2% -$9.59万 减仓
ALLE ALLEGION PLC $40.42万0.01%2,782 1,10766.1% $16.08万 加仓
IGM ISHARES TR $40.59万0.01%3,425 00.0% — 不变
KEY KEYCORP $40.69万0.01%20,295 -51-0.3% -$1,023 减仓
— AIM ETF PRODUCTS TRUST $40.83万0.01%12,266 -872-6.6% -$2.90万 减仓
FOXA FOX CORP $41.07万0.01%7,033 -373-5.0% -$2.18万 减仓
RJF RAYMOND JAMES FINL INC $41.15万0.01%2,842 1,40297.4% $20.30万 加仓
SKYD PARAMOUNT SKYDANCE CORP $41.17万0.01%45,640 9,63326.8% $8.69万 加仓
CPNG COUPANG INC $41.21万0.01%21,827 14,119183.2% $26.66万 加仓
IBN ICICI BANK LIMITED $41.21万0.01%15,913 -435-2.7% -$1.13万 减仓
MRNA MODERNA INC $41.40万0.01%8,149 1,36420.1% $6.93万 加仓
DFGX DIMENSIONAL ETF TRUST $41.53万0.01%7,917 3094.1% $1.62万 加仓
— ORCHESTRA BIOMED HLDGS INC $42.03万0.01%98,887 12,18914.1% $5.18万 加仓
SCYB SCHWAB STRATEGIC TR $42.07万0.01%16,179 5,13146.4% $13.34万 加仓
HCMT DIREXION SHARES ETF TRUST $42.23万0.01%12,002 380.3% $1,337 加仓
MLPA GLOBAL X FDS $42.30万0.01%7,852 -79-1.0% -$4,256 减仓
IMCB ISHARES TR $42.46万0.01%5,089 4599.9% $3.83万 加仓
YLD PRINCIPAL EXCHANGE TRADED FD $42.52万0.01%22,424 4,83727.5% $9.17万 加仓
FSLR FIRST SOLAR INC $42.53万0.01%2,156 -154-6.7% -$3.04万 减仓
ALAB ASTERA LABS INC $42.58万0.01%3,885 -1,614-29.4% -$17.69万 减仓
CBRE CBRE GROUP INC $42.91万0.01%3,168 99045.5% $13.41万 加仓
HAL HALLIBURTON CO $43.14万0.01%11,064 6486.2% $2.53万 加仓
ARKK ARK ETF TR $43.26万0.01%6,401 -743-10.4% -$5.02万 减仓
EMLC VANECK ETF TRUST $43.28万0.01%17,235 12,610272.6% $31.66万 加仓
— AIM ETF PRODUCTS TRUST $43.37万0.01%12,839 1251.0% $4,222 加仓
ONON ON HLDG AG $43.46万0.01%12,774 -682-5.1% -$2.32万 减仓
SNPS SYNOPSYS INC $43.57万0.01%1,099 13514.0% $5.35万 加仓
ITT ITT INC $43.59万0.01%2,288 1677.9% $3.18万 加仓
BILS SPDR SERIES TRUST $43.68万0.01%4,393 -893-16.9% -$8.88万 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $43.77万0.01%16,657 5,04143.4% $13.25万 加仓
RZV INVESCO EXCHANGE TRADED FD T $43.83万0.01%3,523 00.0% — 不变
EPI WISDOMTREE TR $43.97万0.01%10,778 -40-0.4% -$1,632 减仓
QQQI NEOS ETF TRUST $44.01万0.01%8,856 2,67143.2% $13.27万 加仓
TMDX TRANSMEDICS GROUP INC $44.13万0.01%4,439 1694.0% $1.68万 加仓
FLIN FRANKLIN TEMPLETON ETF TR $44.24万0.01%13,318 -7,100-34.8% -$23.59万 减仓
TPR TAPESTRY INC $44.25万0.01%3,136 -516-14.1% -$7.28万 减仓
IBTL ISHARES TR $44.59万0.01%21,858 7463.5% $1.52万 加仓
MDYV SPDR SERIES TRUST $45.04万0.01%5,289 -1,496-22.0% -$12.74万 减仓
— INVESCO EXCH TRD SLF IDX FD $45.24万0.01%18,000 18,000— $45.24万 新建仓
HDB HDFC BANK LTD $45.26万0.01%18,190 -161-0.9% -$4,006 减仓
URNM SPROTT FDS TR $45.27万0.01%7,168 65910.1% $4.16万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $45.34万0.01%14,200 5604.1% $1.79万 加仓
FLTB FIDELITY MERRIMACK STR TR $45.35万0.01%9,022 -915-9.2% -$4.60万 减仓
— UNIFIED SER TR $45.36万0.01%11,252 -103-0.9% -$4,153 减仓
ACWI ISHARES TR $45.62万0.01%3,297 -423-11.4% -$5.85万 减仓
ADSK AUTODESK INC $45.65万0.01%1,907 17810.3% $4.26万 加仓
ARGX ARGENX SE $45.93万0.01%629 -2-0.3% -$1,460 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $45.96万0.01%15,325 7445.1% $2.23万 加仓
EPP ISHARES INC $45.97万0.01%8,651 5,309158.9% $28.21万 加仓
OALC UNIFIED SER TR $45.99万0.01%13,419 1601.2% $5,483 加仓
BOCT INNOVATOR ETFS TRUST $46.16万0.01%9,619 -20-0.2% -$960 减仓
AMP AMERIPRISE FINL INC $46.17万0.01%1,039 -372-26.4% -$16.53万 减仓
DELL DELL TECHNOLOGIES INC $46.20万0.01%2,815 552.0% $9,027 加仓
PSA PUBLIC STORAGE OPER CO $46.32万0.01%1,710 -1,699-49.8% -$46.02万 减仓
HLT HILTON WORLDWIDE HLDGS INC $46.52万0.01%1,530 1269.0% $3.83万 加仓
PNW PINNACLE WEST CAP CORP $46.69万0.01%4,634 -133-2.8% -$1.34万 减仓
EMXC ISHARES INC $46.86万0.01%5,957 -277-4.4% -$2.18万 减仓
GEN GEN DIGITAL INC $46.93万0.01%24,922 20,606477.4% $38.80万 加仓
UBSI UNITED BANKSHARES INC WEST V $46.95万0.01%11,335 4384.0% $1.81万 加仓
— INNOVATOR ETFS TRUST $47.02万0.01%13,554 1,41611.7% $4.91万 加仓
HPQ HP INC $47.03万0.01%24,484 3351.4% $6,435 加仓
RBRK RUBRIK INC. $47.21万0.01%9,641 8059.1% $3.94万 加仓
DDWM WISDOMTREE TR $47.25万0.01%10,711 -2,511-19.0% -$11.08万 减仓
IWV ISHARES TR $47.30万0.01%1,276 22020.8% $8.15万 加仓
VCR VANGUARD WORLD FD $47.32万0.01%1,318 -88-6.3% -$3.16万 减仓
MLPB UBS AG LONDON BRANCH $47.35万0.01%16,310 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $47.39万0.01%10,882 00.0% — 不变
IBDZ ISHARES TR $47.42万0.01%18,197 1831.0% $4,769 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $47.66万0.01%15,568 1,1097.7% $3.40万 加仓
BKH BLACK HILLS CORP $47.73万0.01%6,876 -42-0.6% -$2,915 减仓
— INNOVATOR ETFS TRUST $47.78万0.01%14,955 1,76413.4% $5.64万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $47.82万0.01%23,462 23,462— $47.82万 新建仓
DTCR GLOBAL X FDS $47.85万0.01%19,969 -1,128-5.3% -$2.70万 减仓
PINS PINTEREST INC $48.02万0.01%26,185 -4,042-13.4% -$7.41万 减仓
TOL TOLL BROTHERS INC $48.12万0.01%3,526 32610.2% $4.45万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $48.15万0.01%6,053 74614.1% $5.93万 加仓
FLJP FRANKLIN TEMPLETON ETF TR $48.21万0.01%13,324 1,55413.2% $5.62万 加仓
IBHH ISHARES TR $48.26万0.01%20,561 3,82722.9% $8.98万 加仓
VMBS VANGUARD SCOTTSDALE FDS $48.29万0.01%10,286 7257.6% $3.40万 加仓
BWXT BWX TECHNOLOGIES INC $48.32万0.01%2,363 -102-4.1% -$2.09万 减仓
— CALAMOS ETF TR $48.57万0.01%17,237 17,237— $48.57万 新建仓
PRU PRUDENTIAL FINL INC $48.57万0.01%4,972 1162.4% $1.13万 加仓
— FIRST TR EXCHANGE-TRADED FD $48.62万0.01%23,977 -7,681-24.3% -$15.58万 减仓
PCG PG&E CORP $48.67万0.01%27,702 3,45914.3% $6.08万 加仓
SCHI SCHWAB STRATEGIC TR $48.71万0.01%21,475 -8,604-28.6% -$19.51万 减仓
PTNQ PACER FDS TR $49.05万0.01%6,723 -68-1.0% -$4,961 减仓
ABNB AIRBNB INC $49.07万0.01%3,886 43412.6% $5.48万 加仓
EWC ISHARES INC $49.12万0.01%8,966 6,574274.8% $36.02万 加仓
GIS GENERAL MILLS INC $49.36万0.01%13,263 1,53213.1% $5.70万 加仓
NVT NVENT ELEC PLC $49.48万0.01%4,183 3689.6% $4.35万 加仓
BTAL AGF INVTS TR $49.66万0.01%35,572 9,44136.1% $13.18万 加仓
INCY INCYTE CORP $50.19万0.01%5,333 1,43636.8% $13.52万 加仓
IMCG ISHARES TR $50.20万0.01%6,373 1292.1% $1.02万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $50.31万0.01%10,118 -508-4.8% -$2.53万 减仓
MLN VANECK ETF TRUST $50.38万0.01%28,887 -2,333-7.5% -$4.07万 减仓
ELF E L F BEAUTY INC $50.48万0.01%8,329 5,706217.5% $34.58万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $50.52万0.01%10,596 -3,200-23.2% -$15.26万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $50.52万0.01%23,423 -7,549-24.4% -$16.28万 减仓
GPC GENUINE PARTS CO $50.61万0.01%4,786 1,31537.9% $13.91万 加仓