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
AVAV AEROVIRONMENT INC $84.73万0.02%4,629 -5,502-54.3% -$100.71万 减仓
NOBL PROSHARES TR $85.08万0.02%8,026 -2,581-24.3% -$27.36万 减仓
CME CME GROUP INC $85.65万0.02%2,900 1,07458.8% $31.72万 加仓
EBND SPDR SERIES TRUST $86.31万0.02%41,819 26,761177.7% $55.23万 加仓
SHOP SHOPIFY INC $86.50万0.02%7,292 -520-6.7% -$6.17万 减仓
ENB ENBRIDGE INC $86.93万0.02%16,056 -2,256-12.3% -$12.21万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $86.96万0.02%1,410 -6-0.4% -$3,701 减仓
WSBC WESBANCO INC $87.25万0.02%25,296 2611.0% $9,002 加仓
— INNOVATOR ETFS TRUST $87.57万0.02%27,339 1,1024.2% $3.53万 加仓
WELL WELLTOWER INC $87.66万0.02%4,434 2265.4% $4.47万 加仓
HEFA ISHARES TR $87.94万0.02%20,695 16,784429.1% $71.32万 加仓
GUNR FLEXSHARES TR $88.26万0.02%16,000 7464.9% $4.11万 加仓
EMN EASTMAN CHEM CO $88.28万0.02%11,567 -380-3.2% -$2.90万 减仓
SYK STRYKER CORPORATION $88.69万0.02%2,699 -323-10.7% -$10.61万 减仓
NVO NOVO-NORDISK A S $89.08万0.02%24,240 -2,677-9.9% -$9.84万 减仓
IYH ISHARES TR $89.14万0.02%14,461 -2,007-12.2% -$12.37万 减仓
PTL NORTHERN LTS FD TR IV $89.32万0.02%3,565 280.8% $7,016 加仓
PAYX PAYCHEX INC $89.37万0.02%9,702 1,71421.5% $15.79万 加仓
— FIRST TR EXCHNG TRADED FD VI $89.38万0.02%20,805 12,944164.7% $55.61万 加仓
SPGI S&P GLOBAL INC $89.70万0.02%2,109 1698.7% $7.19万 加仓
FIX COMFORT SYS USA INC $89.91万0.02%652 -64-8.9% -$8.83万 减仓
SDY SPDR SERIES TRUST $90.12万0.02%6,175 -96-1.5% -$1.40万 减仓
DRI DARDEN RESTAURANTS INC $90.35万0.02%4,609 3287.7% $6.43万 加仓
XLG INVESCO EXCHANGE TRADED FD T $90.48万0.02%16,586 1,4219.4% $7.75万 加仓
FDX FEDEX CORP $90.75万0.02%2,548 -571-18.3% -$20.34万 减仓
FMDE FIDELITY COVINGTON TRUST $91.42万0.02%25,424 -5,631-18.1% -$20.25万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $91.62万0.02%1,545 -193-11.1% -$11.44万 减仓
SNDK SANDISK CORP $91.87万0.02%1,446 40438.8% $25.67万 加仓
— INNOVATOR ETFS TRUST $92.68万0.02%27,317 2,48210.0% $8.42万 加仓
IBMP ISHARES TR $92.78万0.02%36,469 4,01012.4% $10.20万 加仓
VNQ VANGUARD INDEX FDS $92.82万0.02%10,464 -1,002-8.7% -$8.89万 减仓
PFLD ETF SER SOLUTIONS $93.48万0.02%48,286 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED EXC $93.82万0.02%18,720 18,720— $93.82万 新建仓
TPHD TIMOTHY PLAN $93.86万0.02%22,693 6152.8% $2.54万 加仓
WDC WESTERN DIGITAL CORP $94.37万0.02%3,489 32810.4% $8.87万 加仓
IJT ISHARES TR $94.60万0.02%6,537 -43-0.7% -$6,223 减仓
MAGS LISTED FDS TR $94.69万0.02%16,342 7024.5% $4.07万 加仓
AZO AUTOZONE INC $95.25万0.02%282 -98-25.8% -$33.10万 减仓
VLO VALERO ENERGY CORP $96.29万0.02%3,897 2466.7% $6.08万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $96.49万0.02%49,406 -15,788-24.2% -$30.83万 减仓
ITW ILLINOIS TOOL WKS INC $96.57万0.02%3,710 -778-17.3% -$20.25万 减仓
BIV VANGUARD BD INDEX FDS $96.75万0.02%12,535 -790-5.9% -$6.10万 减仓
HIG HARTFORD INSURANCE GROUP INC $96.92万0.02%7,167 350.5% $4,733 加仓
BJ BJS WHSL CLUB HLDGS INC $97.04万0.02%9,860 7,994428.4% $78.68万 加仓
BKGI BNY MELLON ETF TRUST $97.12万0.02%21,805 21,805— $97.12万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $97.27万0.02%30,386 -34,102-52.9% -$109.16万 减仓
EXPE EXPEDIA GROUP INC $97.30万0.02%4,214 -2,699-39.0% -$62.32万 减仓
DFLV DIMENSIONAL ETF TRUST $97.34万0.02%27,258 00.0% — 不变
ANET ARISTA NETWORKS INC $97.36万0.02%7,930 -449-5.4% -$5.51万 减仓
MDYG SPDR SERIES TRUST $97.49万0.02%10,159 -724-6.7% -$6.95万 减仓
FLTR VANECK ETF TRUST $97.62万0.02%38,311 20,164111.1% $51.38万 加仓
SCHQ SCHWAB STRATEGIC TR $97.71万0.02%31,088 10,02647.6% $31.51万 加仓
DHR DANAHER CORP DEL $97.83万0.02%5,160 48210.3% $9.14万 加仓
NFG NATIONAL FUEL GAS CO $97.93万0.02%10,423 7,881310.0% $74.05万 加仓
RCL ROYAL CARIBBEAN GROUP $98.18万0.02%3,568 290.8% $7,980 加仓
DTH WISDOMTREE TR $98.25万0.02%18,164 -695-3.7% -$3.76万 减仓
GILD GILEAD SCIENCES INC $98.86万0.02%7,093 -3,046-30.0% -$42.45万 减仓
EME EMCOR GROUP INC $99.01万0.02%1,341 -41-3.0% -$3.03万 减仓
SPMO INVESCO EXCH TRADED FD TR II $99.11万0.02%8,840 -1,391-13.6% -$15.59万 减仓
HOOD ROBINHOOD MKTS INC $99.18万0.02%14,311 1,1068.4% $7.66万 加仓
BX BLACKSTONE INC $99.50万0.02%8,653 3,15457.4% $36.27万 加仓
TFI SPDR SERIES TRUST $100.04万0.02%22,064 530.2% $2,403 加仓
FAAR FIRST TR EXCHANGE TRAD FD VI $100.34万0.02%29,733 -14,035-32.1% -$47.36万 减仓
KMB KIMBERLY-CLARK CORP $100.36万0.02%10,403 -3,891-27.2% -$37.54万 减仓
MGV VANGUARD WORLD FD $100.51万0.02%6,934 5779.1% $8.36万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $100.55万0.02%49,235 -12,114-19.7% -$24.74万 减仓
IAPR INNOVATOR ETFS TRUST $100.56万0.02%31,752 -4,923-13.4% -$15.59万 减仓
FLOT ISHARES TR $100.74万0.02%19,773 -1,245-5.9% -$6.34万 减仓
IQLT ISHARES TR $100.92万0.02%21,829 -2,084-8.7% -$9.63万 减仓
JSML JANUS DETROIT STR TR $101.00万0.02%14,422 6,10173.3% $42.73万 加仓
FAD FIRST TR EXCHANGE-TRADED ALP $101.66万0.02%6,397 1292.1% $2.05万 加仓
VGSH VANGUARD SCOTTSDALE FDS $101.71万0.02%17,374 5,81350.3% $34.03万 加仓
PYLD PIMCO ETF TR $101.82万0.02%38,861 -10,309-21.0% -$27.01万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $101.86万0.02%22,737 -1,836-7.5% -$8.23万 减仓
BDX BECTON DICKINSON & CO $102.17万0.02%6,498 -3,990-38.0% -$62.73万 减仓
AFL AFLAC INC $102.21万0.02%9,316 4294.8% $4.71万 加仓
IWR ISHARES TR $102.24万0.02%10,515 -647-5.8% -$6.29万 减仓
MOS MOSAIC CO $102.42万0.02%40,165 37,8771,655.5% $96.59万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $103.04万0.02%22,767 1,6637.9% $7.53万 加仓
CSRE COHEN & STEERS ETF TRUST $103.14万0.02%39,245 8,24626.6% $21.67万 加仓
CALF PACER FDS TR $103.36万0.02%23,036 -1,182-4.9% -$5.30万 减仓
BTI BRITISH AMERN TOB PLC $103.71万0.02%17,738 1,1867.2% $6.93万 加仓
JBTM JBT MAREL CORPORATION $104.07万0.02%8,139 8,06811,363.4% $103.17万 加仓
MAR MARRIOTT INTL INC NEW $104.11万0.02%3,183 -5,252-62.3% -$171.78万 减仓
VGK VANGUARD INTL EQUITY INDEX F $104.24万0.02%12,646 1,1449.9% $9.43万 加仓
UTWO RBB FD INC $105.29万0.02%21,808 1,2866.3% $6.21万 加仓
HYS PIMCO ETF TR $105.41万0.02%11,302 1,19511.8% $11.15万 加仓
JSMD JANUS DETROIT STR TR $105.58万0.02%13,306 12,6551,943.9% $100.42万 加仓
NBTB NBT BANCORP INC $105.67万0.02%24,818 00.0% — 不变
IBTM ISHARES TR $105.76万0.02%46,121 3,4348.0% $7.87万 加仓
AME AMETEK INC $106.19万0.02%4,954 4,202558.8% $90.07万 加仓
FIS FIDELITY NATL INFORMATION SV $106.48万0.02%22,699 18,743473.8% $87.92万 加仓
FQAL FIDELITY COVINGTON TRUST $106.91万0.02%14,726 5,59661.3% $40.63万 加仓
— FIDELITY COVINGTON TRUST $107.24万0.02%38,849 2210.6% $6,101 加仓
CSX CSX CORP $107.64万0.02%26,221 -5,422-17.1% -$22.26万 减仓
PAPR INNOVATOR ETFS TRUST $107.71万0.02%27,062 -5,738-17.5% -$22.84万 减仓
GSLC GOLDMAN SACHS ETF TR $107.75万0.02%8,611 -3-0.0% -$375 减仓
YUM YUM BRANDS INC $108.06万0.02%6,950 -178-2.5% -$2.77万 减仓
HDEF DBX ETF TR $108.42万0.02%33,452 1,2894.0% $4.18万 加仓
IWN ISHARES TR $108.50万0.02%5,723 -3,568-38.4% -$67.65万 减仓