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 |
|---|---|---|---|---|---|---|---|---|
| — | PIMCO ETF TR | $66.05万 | 0.01% | 14,034 | 14,034 | — | $66.05万 | 新建仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $66.07万 | 0.01% | 19,286 | -1,634 | -7.8% | -$5.60万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $66.49万 | 0.01% | 14,432 | -173 | -1.2% | -$7,970 | 减仓 |
| CACI | CACI INTL INC | $66.68万 | 0.01% | 1,226 | 46 | 3.9% | $2.50万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $67.05万 | 0.01% | 24,917 | -375 | -1.5% | -$1.01万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $67.33万 | 0.01% | 58,544 | 8,512 | 17.0% | $9.79万 | 加仓 |
| IBMQ | ISHARES TR | $67.36万 | 0.01% | 26,383 | 37 | 0.1% | $945 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $67.53万 | 0.01% | 9,456 | 628 | 7.1% | $4.48万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $68.01万 | 0.01% | 3,140 | 19 | 0.6% | $4,115 | 加仓 |
| IBMR | ISHARES TR | $68.15万 | 0.01% | 26,883 | 1,983 | 8.0% | $5.03万 | 加仓 |
| IWO | ISHARES TR | $68.25万 | 0.01% | 2,175 | 13 | 0.6% | $4,080 | 加仓 |
| IGOV | ISHARES TR | $68.36万 | 0.01% | 16,649 | 810 | 5.1% | $3.33万 | 加仓 |
| MET | METLIFE INC | $68.38万 | 0.01% | 9,669 | -701 | -6.8% | -$4.96万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $68.38万 | 0.01% | 18,197 | 18,197 | — | $68.38万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $68.58万 | 0.01% | 13,628 | -2,575 | -15.9% | -$12.96万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $68.59万 | 0.01% | 10,441 | 736 | 7.6% | $4.83万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $68.71万 | 0.01% | 7,463 | -443 | -5.6% | -$4.08万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $68.97万 | 0.01% | 17,051 | 17,051 | — | $68.97万 | 新建仓 |
| ESGD | ISHARES TR | $69.24万 | 0.01% | 7,241 | 635 | 9.6% | $6.07万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $69.41万 | 0.01% | 5,018 | 1,401 | 38.7% | $19.38万 | 加仓 |
| — | SPDR SERIES TRUST | $69.68万 | 0.01% | 2,487 | -421 | -14.5% | -$11.80万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $69.92万 | 0.01% | 32,592 | 25 | 0.1% | $536 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $70.07万 | 0.01% | 9,201 | 607 | 7.1% | $4.62万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $70.31万 | 0.01% | 9,798 | 110 | 1.1% | $7,894 | 加仓 |
| AES | AES CORP | $70.61万 | 0.01% | 50,112 | 47,438 | 1,774.0% | $66.84万 | 加仓 |
| ETSY | ETSY INC | $71.01万 | 0.01% | 14,208 | -353 | -2.4% | -$1.76万 | 减仓 |
| NU | NU HLDGS LTD | $71.02万 | 0.01% | 49,423 | -594 | -1.2% | -$8,536 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $71.79万 | 0.01% | 16,673 | -2,950 | -15.0% | -$12.70万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $71.87万 | 0.01% | 11,714 | 989 | 9.2% | $6.07万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $72.20万 | 0.01% | 15,048 | 4,356 | 40.7% | $20.90万 | 加仓 |
| PLD | PROLOGIS INC. | $72.49万 | 0.02% | 5,484 | 181 | 3.4% | $2.39万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $72.50万 | 0.02% | 2,521 | 6 | 0.2% | $1,725 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $72.55万 | 0.02% | 12,290 | 899 | 7.9% | $5.31万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $72.78万 | 0.02% | 27,352 | 2,044 | 8.1% | $5.44万 | 加仓 |
| EQT | EQT CORP | $73.03万 | 0.02% | 11,475 | 1,067 | 10.3% | $6.79万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $73.33万 | 0.02% | 8,138 | 134 | 1.7% | $1.21万 | 加仓 |
| LQD | ISHARES TR | $73.55万 | 0.02% | 6,748 | -2,753 | -29.0% | -$30.00万 | 减仓 |
| UIVM | VICTORY PORTFOLIOS II | $73.58万 | 0.02% | 10,775 | 4,902 | 83.5% | $33.47万 | 加仓 |
| FFIV | F5 INC | $73.61万 | 0.02% | 2,544 | 121 | 5.0% | $3.50万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.65万 | 0.02% | 10,119 | 152 | 1.5% | $1.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $73.85万 | 0.02% | 1,885 | 33 | 1.8% | $1.29万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $74.29万 | 0.02% | 2,070 | 176 | 9.3% | $6.32万 | 加仓 |
| FTI | TECHNIPFMC PLC | $74.32万 | 0.02% | 10,751 | 2,520 | 30.6% | $17.42万 | 加仓 |
| TPIF | TIMOTHY PLAN | $74.33万 | 0.02% | 20,623 | 175 | 0.9% | $6,307 | 加仓 |
| OACP | UNIFIED SER TR | $74.35万 | 0.02% | 32,724 | -1,419 | -4.2% | -$3.22万 | 减仓 |
| ORI | OLD REP INTL CORP | $74.36万 | 0.02% | 18,637 | 24 | 0.1% | $958 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $74.45万 | 0.02% | 19,591 | 17,329 | 766.1% | $65.85万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $74.50万 | 0.02% | 13,614 | -454 | -3.2% | -$2.48万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $74.54万 | 0.02% | 9,092 | 219 | 2.5% | $1.80万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $74.64万 | 0.02% | 6,757 | -1,834 | -21.3% | -$20.26万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $74.72万 | 0.02% | 4,981 | -880 | -15.0% | -$13.20万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $74.84万 | 0.02% | 27,565 | 988 | 3.7% | $2.68万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $75.18万 | 0.02% | 23,807 | 3,167 | 15.3% | $10.00万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $75.21万 | 0.02% | 16,769 | 559 | 3.4% | $2.51万 | 加仓 |
| KR | KROGER CO | $75.23万 | 0.02% | 10,396 | 1,075 | 11.5% | $7.78万 | 加仓 |
| DG | DOLLAR GEN CORP | $75.52万 | 0.02% | 6,361 | -1,439 | -18.4% | -$17.09万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $75.68万 | 0.02% | 10,756 | 88 | 0.8% | $6,192 | 加仓 |
| XYL | XYLEM INC | $75.70万 | 0.02% | 6,335 | -164 | -2.5% | -$1.96万 | 减仓 |
| NUE | NUCOR CORP | $75.88万 | 0.02% | 4,487 | 619 | 16.0% | $10.47万 | 加仓 |
| TMUS | T-MOBILE US INC | $75.88万 | 0.02% | 3,613 | -3,289 | -47.7% | -$69.08万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $75.91万 | 0.02% | 15,400 | -400 | -2.5% | -$1.97万 | 减仓 |
| DES | WISDOMTREE TR | $76.56万 | 0.02% | 21,302 | 313 | 1.5% | $1.12万 | 加仓 |
| IBDY | ISHARES TR | $76.64万 | 0.02% | 29,648 | 1,058 | 3.7% | $2.73万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $77.06万 | 0.02% | 17,057 | 15,015 | 735.3% | $67.84万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $77.22万 | 0.02% | 1,853 | -227 | -10.9% | -$9.46万 | 减仓 |
| MDB | MONGODB INC | $77.25万 | 0.02% | 3,156 | 1,484 | 88.8% | $36.32万 | 加仓 |
| — | ETF SER SOLUTIONS | $77.96万 | 0.02% | 32,203 | -11,442 | -26.2% | -$27.70万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $78.14万 | 0.02% | 20,898 | 301 | 1.5% | $1.13万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $78.15万 | 0.02% | 5,962 | -11,314 | -65.5% | -$148.30万 | 减仓 |
| ESGU | ISHARES TR | $78.47万 | 0.02% | 5,549 | 179 | 3.3% | $2.53万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $78.70万 | 0.02% | 9,193 | -35 | -0.4% | -$2,996 | 减仓 |
| F | FORD MTR CO | $78.80万 | 0.02% | 68,282 | -2,342 | -3.3% | -$2.70万 | 减仓 |
| — | ISHARES TR | $78.82万 | 0.02% | 19,866 | -370 | -1.8% | -$1.47万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $79.20万 | 0.02% | 34,434 | 8,817 | 34.4% | $20.28万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $79.29万 | 0.02% | 44,002 | 4,353 | 11.0% | $7.84万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $79.40万 | 0.02% | 4,792 | 160 | 3.5% | $2.65万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $79.54万 | 0.02% | 8,790 | -152 | -1.7% | -$1.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $79.67万 | 0.02% | 23,482 | 2,166 | 10.2% | $7.35万 | 加仓 |
| AIQ | GLOBAL X FDS | $79.85万 | 0.02% | 17,109 | 4,870 | 39.8% | $22.73万 | 加仓 |
| ANGL | VANECK ETF TRUST | $79.96万 | 0.02% | 27,841 | -1,014 | -3.5% | -$2.91万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $79.96万 | 0.02% | 11,234 | -378 | -3.3% | -$2.69万 | 减仓 |
| SWIM | LATHAM GROUP INC | $80.28万 | 0.02% | 149,505 | -9 | -0.0% | -$48 | 减仓 |
| SPYI | NEOS ETF TRUST | $80.40万 | 0.02% | 16,285 | 2,035 | 14.3% | $10.05万 | 加仓 |
| IJK | ISHARES TR | $80.62万 | 0.02% | 8,012 | -89 | -1.1% | -$8,955 | 减仓 |
| ACM | AECOM | $80.95万 | 0.02% | 9,544 | 7,886 | 475.6% | $66.89万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $80.96万 | 0.02% | 22,819 | 908 | 4.1% | $3.22万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $81.00万 | 0.02% | 16,825 | 1,777 | 11.8% | $8.55万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $81.17万 | 0.02% | 1,155 | 333 | 40.5% | $23.40万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $81.31万 | 0.02% | 29,611 | -8,863 | -23.0% | -$24.34万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $81.41万 | 0.02% | 8,134 | 1,074 | 15.2% | $10.75万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $81.71万 | 0.02% | 17,482 | -148 | -0.8% | -$6,918 | 减仓 |
| TOST | TOAST INC | $81.96万 | 0.02% | 30,917 | 1,250 | 4.2% | $3.31万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $82.09万 | 0.02% | 10,799 | 206 | 1.9% | $1.57万 | 加仓 |
| RBC | RBC BEARINGS INC | $82.17万 | 0.02% | 1,513 | 1,077 | 247.0% | $58.49万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $82.58万 | 0.02% | 14,327 | -1,114 | -7.2% | -$6.42万 | 减仓 |
| — | PUTNAM ETF TRUST | $82.73万 | 0.02% | 106,198 | 8,308 | 8.5% | $6.47万 | 加仓 |
| IBMO | ISHARES TR | $82.77万 | 0.02% | 32,293 | 6,791 | 26.6% | $17.41万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $83.45万 | 0.02% | 7,602 | -456 | -5.7% | -$5.01万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $83.52万 | 0.02% | 33,677 | 2,298 | 7.3% | $5.70万 | 加仓 |
| CVS | CVS HEALTH CORP | $83.66万 | 0.02% | 11,648 | 1,578 | 15.7% | $11.33万 | 加仓 |