13F 机构持仓

IFP Advisors, Inc

TAMPA FL · SEC CIK 0001641866

2026Q22026Q1 更早 9 个季度 🔒
$55.37亿2026Q2 申报市值
5,147持仓数
14.5%前十大占比 · 第一大 2.5%
305 / 224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 2.5%
NVDA 2.4%
QQQ 1.4%
AMZN 1.4%
MSFT 1.2%
GOOG 1.2%
VUG 1.2%
GOOGL 1.1%
SPY 1.0%
SPYM 1.0%

2026Q2 买入最多 按季末市值估算

HDV 加仓+$1,613.71万
ABT 加仓+$1,602.91万
IGSB 加仓+$1,573.70万
MAGS 加仓+$1,160.58万
GDX 加仓+$1,143.98万

2026Q2 卖出最多 按季末市值估算

IWM 减仓-$1,828.96万
VOT 减仓-$1,680.09万
GOOG 减仓-$1,115.57万
IVW 减仓-$1,006.38万
PBW 减仓-$977.01万

2026Q2 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
PIZ INVESCO EXCH TRADED FD TR II $37.87万0.01%6,775 6,775— $37.87万 新建仓
DTD WISDOMTREE TR $38.21万0.01%4,098 -152-3.6% -$1.42万 减仓
XLB SELECT SECTOR SPDR TR $38.24万0.01%7,523 91013.8% $4.63万 加仓
CMBS ISHARES TR $38.28万0.01%7,869 2,34142.3% $11.39万 加仓
— ORCHESTRA BIOMED HLDGS INC $38.67万0.01%89,608 -9,279-9.4% -$4.00万 减仓
CVE CENOVUS ENERGY INC $38.71万0.01%15,601 5,80059.2% $14.39万 加仓
TPR TAPESTRY INC $38.73万0.01%2,646 -490-15.6% -$7.17万 减仓
FAAR FIRST TR EXCHANGE TRAD FD VI $38.75万0.01%12,256 -17,477-58.8% -$55.26万 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $38.78万0.01%8,174 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $38.81万0.01%13,396 -135-1.0% -$3,911 减仓
EIS ISHARES INC $38.83万0.01%3,217 2,350271.0% $28.37万 加仓
LULU LULULEMON ATHLETICA INC $38.88万0.01%3,405 -158-4.4% -$1.80万 减仓
CHTR CHARTER COMMUNICATIONS INC $38.95万0.01%2,739 1,405105.3% $19.98万 加仓
DON WISDOMTREE TR $39.01万0.01%6,902 00.0% — 不变
ONON ON HLDG AG $39.19万0.01%11,065 -1,709-13.4% -$6.05万 减仓
FLIN FRANKLIN TEMPLETON ETF TR $39.27万0.01%11,040 -2,278-17.1% -$8.10万 减仓
CRS CARPENTER TECHNOLOGY CORP $39.35万0.01%638 -80-11.1% -$4.93万 减仓
VDC VANGUARD WORLD FD $39.46万0.01%1,750 492.9% $1.10万 加仓
EFAV ISHARES TR $39.59万0.01%4,514 1152.6% $1.01万 加仓
BP BP PLC $39.66万0.01%10,734 -1,746-14.0% -$6.45万 减仓
CDNS CADENCE DESIGN SYSTEM INC $39.67万0.01%1,057 -146-12.1% -$5.48万 减仓
TFC TRUIST FINL CORP $40.07万0.01%8,042 -597-6.9% -$2.97万 减仓
— ALPS ETF TR $40.08万0.01%4,192 120.3% $1,147 加仓
XEL XCEL ENERGY INC $40.15万0.01%5,000 2876.1% $2.30万 加仓
CNC CENTENE CORP DEL $40.20万0.01%6,263 -1,606-20.4% -$10.31万 减仓
GRMN GARMIN LTD $40.38万0.01%1,700 22515.3% $5.34万 加仓
RDIV INVESCO EXCH TRADED FD TR II $40.40万0.01%6,965 -48-0.7% -$2,784 减仓
QTUM ETF SER SOLUTIONS $40.42万0.01%2,444 31014.5% $5.13万 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $40.50万0.01%6,755 4176.6% $2.50万 加仓
WMS ADVANCED DRAIN SYS INC DEL $40.51万0.01%2,581 1,26095.4% $19.78万 加仓
BOX BOX INC $40.52万0.01%15,266 60.0% $159 加仓
MLPA GLOBAL X FDS $40.54万0.01%7,637 -215-2.7% -$1.14万 减仓
AIT APPLIED INDL TECHNOLOGIES IN $40.58万0.01%1,200 46763.7% $15.79万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $40.59万0.01%1,874 1,153159.9% $24.97万 加仓
OCTW AIM ETF PRODUCTS TRUST $40.70万0.01%9,948 -50-0.5% -$2,046 减仓
TRI THOMSON REUTERS CORP $40.85万0.01%5,002 4,98733,246.7% $40.73万 加仓
CW CURTISS WRIGHT CORP $41.15万0.01%543 -227-29.5% -$17.20万 减仓
— INNOVATOR ETFS TRUST $41.32万0.01%21,310 21,310— $41.32万 新建仓
PRU PRUDENTIAL FINL INC $41.36万0.01%3,832 -1,140-22.9% -$12.30万 减仓
EWY ISHARES INC $41.43万0.01%2,052 -853-29.4% -$17.22万 减仓
NTAP NETAPP INC $41.46万0.01%2,679 -113-4.0% -$1.75万 减仓
DHI D R HORTON INC $41.53万0.01%2,550 -229-8.2% -$3.73万 减仓
ACWX ISHARES TR $41.58万0.01%5,463 00.0% — 不变
RJF RAYMOND JAMES FINL INC $41.73万0.01%2,745 -97-3.4% -$1.47万 减仓
ALV AUTOLIV INC $41.74万0.01%3,593 561.6% $6,506 加仓
VEEV VEEVA SYS INC $41.79万0.01%2,355 1,08585.4% $19.26万 加仓
NGG NATIONAL GRID PLC $41.82万0.01%5,046 1,02325.4% $8.48万 加仓
SF STIFEL FINL CORP $41.99万0.01%6,018 1,09222.2% $7.62万 加仓
DFGX DIMENSIONAL ETF TRUST $42.09万0.01%7,853 -64-0.8% -$3,430 减仓
IDR IDAHO STRATEGIC RESOURCES $42.32万0.01%12,922 6,41098.4% $20.99万 加仓
ENTG ENTEGRIS INC $42.70万0.01%2,374 421.8% $7,554 加仓
— FRANKLIN TEMPLETON ETF TR $42.75万0.01%9,368 00.0% — 不变
— INNOVATOR ETFS TRUST $42.88万0.01%8,371 8,2004,795.3% $42.01万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $43.02万0.01%8,428 -3,862-31.4% -$19.72万 减仓
DTE DTE ENERGY CO $43.12万0.01%2,830 61027.5% $9.29万 加仓
MSTR STRATEGY INC $43.14万0.01%4,963 -35-0.7% -$3,043 减仓
HYD VANECK ETF TRUST $43.16万0.01%8,379 2,60245.0% $13.40万 加仓
PPG PPG INDS INC $43.17万0.01%3,559 -61-1.7% -$7,399 减仓
— GRANITESHARES ETF TR $43.19万0.01%17,935 3,86927.5% $9.32万 加仓
ROST ROSS STORES INC $43.23万0.01%2,031 52735.0% $11.22万 加仓
ASTS AST SPACEMOBILE INC $43.53万0.01%4,899 1,23933.9% $11.01万 加仓
— AIM ETF PRODUCTS TRUST $43.69万0.01%12,266 00.0% — 不变
PNW PINNACLE WEST CAP CORP $44.19万0.01%4,130 -504-10.9% -$5.39万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $44.25万0.01%2,893 441.5% $6,730 加仓
AVDS AMERICAN CENTY ETF TR $44.36万0.01%5,894 1,56436.1% $11.77万 加仓
PDP INVESCO EXCHANGE TRADED FD T $44.38万0.01%2,925 -1,713-36.9% -$25.99万 减仓
RKLB ROCKET LAB CORP $44.43万0.01%4,371 -97-2.2% -$9,860 减仓
IWV ISHARES TR $44.69万0.01%1,048 -228-17.9% -$9.72万 减仓
SPXL DIREXION SHARES ETF TRUST $44.69万0.01%1,651 -1-0.1% -$271 减仓
CBRE CBRE GROUP INC $44.69万0.01%3,318 1504.7% $2.02万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $44.76万0.01%4,868 1,33337.7% $12.26万 加仓
PCG PG&E CORP $44.84万0.01%26,656 -1,046-3.8% -$1.76万 减仓
PFXF VANECK ETF TRUST $44.94万0.01%25,188 2,54311.2% $4.54万 加仓
YLD PRINCIPAL EXCHANGE TRADED FD $44.96万0.01%23,566 1,1425.1% $2.18万 加仓
— INNOVATOR ETFS TRUST $45.19万0.01%14,844 6,46477.1% $19.68万 加仓
STLD STEEL DYNAMICS INC $45.25万0.01%1,972 -90-4.4% -$2.07万 减仓
— INNOVATOR ETFS TRUST $45.27万0.01%13,255 -1,700-11.4% -$5.81万 减仓
CCL CARNIVAL CORP $45.34万0.01%16,477 4,46637.2% $12.29万 加仓
— AIM ETF PRODUCTS TRUST $45.38万0.01%12,650 -189-1.5% -$6,779 减仓
— FIRST TR EXCHNG TRADED FD VI $45.40万0.01%13,120 6,560100.0% $22.70万 加仓
NEAR ISHARES U S ETF TR $45.44万0.01%8,970 -1,768-16.5% -$8.96万 减仓
BABA ALIBABA GROUP HLDG LTD $45.47万0.01%4,737 -492-9.4% -$4.72万 减仓
IBHH ISHARES TR $45.53万0.01%19,375 -1,186-5.8% -$2.79万 减仓
MLPB UBS AG LONDON BRANCH $45.54万0.01%15,810 -500-3.1% -$1.44万 减仓
HIMU BLACKROCK ETF TRUST II $45.67万0.01%9,170 -5,878-39.1% -$29.27万 减仓
— DIMENSIONAL ETF TRUST $45.75万0.01%10,964 -2,862-20.7% -$11.94万 减仓
ITT ITT INC $45.84万0.01%2,318 301.3% $5,933 加仓
SNA SNAP ON INC $46.03万0.01%1,144 555.1% $2.21万 加仓
WCC WESCO INTL INC $46.05万0.01%1,333 -79-5.6% -$2.73万 减仓
EPI WISDOMTREE TR $46.11万0.01%10,778 00.0% — 不变
IUSG ISHARES TR $46.18万0.01%2,455 45722.9% $8.60万 加仓
ADSK AUTODESK INC $46.27万0.01%2,380 47324.8% $9.20万 加仓
SOC SABLE OFFSHORE CORP $46.50万0.01%150,986 150,98515,098,500.0% $46.50万 加仓
— FIRST TR EXCHANGE-TRADED FD $46.64万0.01%23,100 -877-3.7% -$1.77万 减仓
IBN ICICI BANK LIMITED $46.66万0.01%16,072 1591.0% $4,616 加仓
WWD WOODWARD INC $46.67万0.01%1,097 -3-0.3% -$1,276 减仓
BOCT INNOVATOR ETFS TRUST $46.68万0.01%8,804 -815-8.5% -$4.32万 减仓
HDB HDFC BANK LTD $46.87万0.01%18,146 -44-0.2% -$1,137 减仓
JEMA J P MORGAN EXCHANGE TRADED F $46.91万0.01%7,343 92114.3% $5.88万 加仓
SM SM ENERGY COMPANY $47.00万0.01%18,006 3151.8% $8,222 加仓