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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $50.82万 | 0.01% | 13,826 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.96万 | 0.01% | 6,967 | 61 | 0.9% | $4,462 | 加仓 |
| ARM | ARM HOLDINGS PLC | $51.06万 | 0.01% | 3,375 | 2,290 | 211.1% | $34.64万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $51.35万 | 0.01% | 14,304 | 1,175 | 8.9% | $4.22万 | 加仓 |
| OMC | OMNICOM GROUP INC | $51.38万 | 0.01% | 6,823 | 608 | 9.8% | $4.58万 | 加仓 |
| — | CYBERARK SOFTWARE LTD | $51.39万 | 0.01% | 1,257 | -160 | -11.3% | -$6.54万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $51.46万 | 0.01% | 5,929 | -60 | -1.0% | -$5,207 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $51.49万 | 0.01% | 19,136 | 3,791 | 24.7% | $10.20万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $51.58万 | 0.01% | 1,864 | 1,249 | 203.1% | $34.56万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $51.60万 | 0.01% | 41,151 | -175 | -0.4% | -$2,195 | 减仓 |
| CCI | CROWN CASTLE INC | $51.97万 | 0.01% | 6,392 | -3,567 | -35.8% | -$29.00万 | 减仓 |
| LAD | LITHIA MTRS INC | $52.34万 | 0.01% | 2,096 | -38 | -1.8% | -$9,489 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.44万 | 0.01% | 17,548 | -570 | -3.1% | -$1.70万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $52.45万 | 0.01% | 770 | 72 | 10.3% | $4.90万 | 加仓 |
| SYSB | ISHARES TR | $52.55万 | 0.01% | 5,904 | 3,286 | 125.5% | $29.25万 | 加仓 |
| ROL | ROLLINS INC | $52.73万 | 0.01% | 9,872 | -646 | -6.1% | -$3.45万 | 减仓 |
| P | EVERPURE INC | $52.73万 | 0.01% | 8,931 | -522 | -5.5% | -$3.08万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $52.81万 | 0.01% | 2,831 | 36 | 1.3% | $6,715 | 加仓 |
| CINF | CINCINNATI FINL CORP | $52.82万 | 0.01% | 3,357 | 372 | 12.5% | $5.85万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $52.86万 | 0.01% | 8,814 | -1,225 | -12.2% | -$7.35万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $53.18万 | 0.01% | 3,202 | 89 | 2.9% | $1.48万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $53.27万 | 0.01% | 4,072 | 46 | 1.1% | $6,018 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $53.39万 | 0.01% | 19,876 | -21 | -0.1% | -$564 | 减仓 |
| RH | RH | $53.72万 | 0.01% | 3,842 | 256 | 7.1% | $3.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.04万 | 0.01% | 7,497 | 864 | 13.0% | $6.23万 | 加仓 |
| CCJ | CAMECO CORP | $54.07万 | 0.01% | 4,978 | -2,887 | -36.7% | -$31.36万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.11万 | 0.01% | 12,393 | -699 | -5.3% | -$3.05万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.27万 | 0.01% | 16,020 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $54.52万 | 0.01% | 21,993 | -446 | -2.0% | -$1.11万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $54.55万 | 0.01% | 3,563 | 1,036 | 41.0% | $15.86万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $54.57万 | 0.01% | 8,704 | 1 | 0.0% | $63 | 加仓 |
| NEAR | ISHARES U S ETF TR | $54.59万 | 0.01% | 10,738 | 2,055 | 23.7% | $10.45万 | 加仓 |
| PHM | PULTE GROUP INC | $54.95万 | 0.01% | 4,672 | 803 | 20.8% | $9.44万 | 加仓 |
| SM | SM ENERGY COMPANY | $55.16万 | 0.01% | 17,691 | 757 | 4.5% | $2.36万 | 加仓 |
| DBX | DROPBOX INC | $55.29万 | 0.01% | 24,334 | -1,864 | -7.1% | -$4.24万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $55.74万 | 0.01% | 24,449 | -1,721 | -6.6% | -$3.92万 | 减仓 |
| MPLX | MPLX LP | $55.77万 | 0.01% | 9,773 | 2,231 | 29.6% | $12.73万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $55.90万 | 0.01% | 6,981 | -5,527 | -44.2% | -$44.26万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $56.00万 | 0.01% | 4,638 | 235 | 5.3% | $2.84万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $56.15万 | 0.01% | 11,913 | 89 | 0.8% | $4,195 | 加仓 |
| NVS | NOVARTIS AG | $56.20万 | 0.01% | 3,679 | 708 | 23.8% | $10.81万 | 加仓 |
| AFOS | EA SERIES TRUST | $56.45万 | 0.01% | 15,622 | 15,622 | — | $56.45万 | 新建仓 |
| EQIX | EQUINIX INC | $56.66万 | 0.01% | 578 | -17 | -2.9% | -$1.67万 | 减仓 |
| HUBB | HUBBELL INC | $56.78万 | 0.01% | 1,157 | -6 | -0.5% | -$2,944 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $56.91万 | 0.01% | 7,235 | -454 | -5.9% | -$3.57万 | 减仓 |
| DAL | DELTA AIR LINES INC | $57.15万 | 0.01% | 8,597 | -2,135 | -19.9% | -$14.19万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $57.71万 | 0.01% | 1,689 | 1,619 | 2,312.9% | $55.31万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $57.89万 | 0.01% | 29,060 | -5,982 | -17.1% | -$11.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $58.06万 | 0.01% | 16,569 | 0 | 0.0% | — | 不变 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $58.15万 | 0.01% | 22,135 | 6,790 | 44.2% | $17.84万 | 加仓 |
| DVYE | ISHARES INC | $58.22万 | 0.01% | 16,933 | 7,327 | 76.3% | $25.19万 | 加仓 |
| BP | BP PLC | $58.66万 | 0.01% | 12,480 | 867 | 7.5% | $4.07万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $58.72万 | 0.01% | 23,193 | 12,409 | 115.1% | $31.42万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $58.87万 | 0.01% | 53,862 | 10,851 | 25.2% | $11.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.98万 | 0.01% | 31,551 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $59.05万 | 0.01% | 27,920 | 17,960 | 180.3% | $37.99万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.26万 | 0.01% | 2,040 | -38 | -1.8% | -$1.10万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $59.49万 | 0.01% | 34,770 | 12,035 | 52.9% | $20.59万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $59.62万 | 0.01% | 16,879 | 1,270 | 8.1% | $4.49万 | 加仓 |
| IOO | ISHARES TR | $59.67万 | 0.01% | 4,933 | 1,277 | 34.9% | $15.45万 | 加仓 |
| QYLD | GLOBAL X FDS | $59.78万 | 0.01% | 34,859 | -101 | -0.3% | -$1,732 | 减仓 |
| NXT | NEXTPOWER INC | $59.79万 | 0.01% | 4,960 | -137 | -2.7% | -$1.65万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $59.79万 | 0.01% | 6,587 | 2,322 | 54.4% | $21.08万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $59.82万 | 0.01% | 26,065 | -4,719 | -15.3% | -$10.83万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $59.83万 | 0.01% | 14,968 | 383 | 2.6% | $1.53万 | 加仓 |
| ALL | ALLSTATE CORP | $59.98万 | 0.01% | 2,893 | 441 | 18.0% | $9.14万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $60.08万 | 0.01% | 31,622 | 6,645 | 26.6% | $12.63万 | 加仓 |
| EOG | EOG RES INC | $60.20万 | 0.01% | 4,164 | -6,540 | -61.1% | -$94.55万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $60.23万 | 0.01% | 5,077 | 1,222 | 31.7% | $14.50万 | 加仓 |
| USHY | ISHARES TR | $60.34万 | 0.01% | 16,378 | -5,709 | -25.8% | -$21.03万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $60.36万 | 0.01% | 4,174 | 3,951 | 1,771.7% | $57.14万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $60.87万 | 0.01% | 6,484 | -200 | -3.0% | -$1.88万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $61.23万 | 0.01% | 38,104 | 9,164 | 31.7% | $14.73万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $61.31万 | 0.01% | 14,351 | -3,364 | -19.0% | -$14.37万 | 减仓 |
| COWG | PACER FDS TR | $61.64万 | 0.01% | 18,271 | -1,040 | -5.4% | -$3.51万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $62.14万 | 0.01% | 5,386 | -21,057 | -79.6% | -$242.96万 | 减仓 |
| CRWV | COREWEAVE INC | $62.15万 | 0.01% | 8,022 | -3,141 | -28.1% | -$24.33万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $62.26万 | 0.01% | 1,466 | 728 | 98.6% | $30.92万 | 加仓 |
| MSTR | STRATEGY INC | $62.38万 | 0.01% | 4,998 | 667 | 15.4% | $8.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $62.56万 | 0.01% | 19,022 | -195 | -1.0% | -$6,413 | 减仓 |
| VIS | VANGUARD WORLD FD | $62.69万 | 0.01% | 2,008 | 359 | 21.8% | $11.21万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $62.71万 | 0.01% | 11,481 | -2,000 | -14.8% | -$10.92万 | 减仓 |
| KRE | SPDR SERIES TRUST | $63.23万 | 0.01% | 9,706 | -7,344 | -43.1% | -$47.85万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $63.29万 | 0.01% | 27,540 | 19,680 | 250.4% | $45.22万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $63.80万 | 0.01% | 18,903 | 246 | 1.3% | $8,303 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $63.83万 | 0.01% | 12,872 | 1,420 | 12.4% | $7.04万 | 加仓 |
| TAGG | T ROWE PRICE ETF INC | $64.08万 | 0.01% | 15,042 | 162 | 1.1% | $6,901 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $64.09万 | 0.01% | 11,370 | -171 | -1.5% | -$9,638 | 减仓 |
| AMT | AMERICAN TOWER CORP | $64.22万 | 0.01% | 3,721 | -1,026 | -21.6% | -$17.71万 | 减仓 |
| ELCV | STRATEGY SHS | $64.39万 | 0.01% | 22,205 | 282 | 1.3% | $8,178 | 加仓 |
| — | CALAMOS ETF TR | $64.40万 | 0.01% | 15,494 | 15,494 | — | $64.40万 | 新建仓 |
| IXN | ISHARES TR | $64.43万 | 0.01% | 6,445 | -1,049 | -14.0% | -$10.49万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $64.78万 | 0.01% | 16,428 | 1,414 | 9.4% | $5.58万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $64.88万 | 0.01% | 5,857 | 425 | 7.8% | $4.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.01万 | 0.01% | 25,604 | 19,862 | 345.9% | $50.43万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $65.24万 | 0.01% | 2,831 | -116 | -3.9% | -$2.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.58万 | 0.01% | 23,537 | 3,330 | 16.5% | $9.28万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $65.60万 | 0.01% | 5,229 | -161 | -3.0% | -$2.02万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $65.91万 | 0.01% | 1,261 | 321 | 34.1% | $16.78万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $65.99万 | 0.01% | 3,352 | 202 | 6.4% | $3.98万 | 加仓 |