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 |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | $108.61万 | 0.02% | 2,664 | 176 | 7.1% | $7.18万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $109.14万 | 0.02% | 20,449 | 6,714 | 48.9% | $35.83万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $109.32万 | 0.02% | 34,750 | -1,138 | -3.2% | -$3.58万 | 减仓 |
| ZTS | ZOETIS INC | $109.62万 | 0.02% | 9,273 | 106 | 1.2% | $1.25万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $110.11万 | 0.02% | 16,870 | 870 | 5.4% | $5.68万 | 加仓 |
| — | LISTED FDS TR | $110.44万 | 0.02% | 51,515 | 47 | 0.1% | $1,008 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $110.61万 | 0.02% | 10,114 | 757 | 8.1% | $8.28万 | 加仓 |
| AZN | ASTRAZENECA PLC | $111.33万 | 0.02% | 12,001 | 5,718 | 91.0% | $53.04万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $111.58万 | 0.02% | 2,937 | -46 | -1.5% | -$1.75万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $111.59万 | 0.02% | 23,281 | 38 | 0.2% | $1,821 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $112.23万 | 0.02% | 22,663 | 1,295 | 6.1% | $6.41万 | 加仓 |
| JBL | JABIL INC | $112.36万 | 0.02% | 4,230 | -185 | -4.2% | -$4.91万 | 减仓 |
| NDAQ | NASDAQ INC | $112.37万 | 0.02% | 13,237 | 928 | 7.5% | $7.88万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $112.75万 | 0.02% | 18,934 | -4,718 | -19.9% | -$28.10万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $113.07万 | 0.02% | 52,614 | 3,494 | 7.1% | $7.51万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $113.11万 | 0.02% | 6,574 | 6,344 | 2,758.3% | $109.15万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $113.41万 | 0.02% | 23,860 | -1,372 | -5.4% | -$6.52万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $113.42万 | 0.02% | 1,468 | -26 | -1.7% | -$2.01万 | 减仓 |
| XBIL | RBB FD INC | $113.43万 | 0.02% | 22,673 | 2,796 | 14.1% | $13.99万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $113.54万 | 0.02% | 32,036 | 628 | 2.0% | $2.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $113.88万 | 0.02% | 18,148 | 1,061 | 6.2% | $6.66万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $113.91万 | 0.02% | 46,157 | 4,084 | 9.7% | $10.08万 | 加仓 |
| PGR | PROGRESSIVE CORP | $113.97万 | 0.02% | 5,749 | 682 | 13.5% | $13.52万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $114.56万 | 0.02% | 31,673 | -6,568 | -17.2% | -$23.76万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $114.83万 | 0.02% | 22,970 | 2,815 | 14.0% | $14.07万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $114.90万 | 0.02% | 32,634 | 32,631 | 1,087,700.0% | $114.89万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $114.94万 | 0.02% | 273 | -4 | -1.4% | -$1.68万 | 减仓 |
| IGIB | ISHARES TR | $114.99万 | 0.02% | 21,606 | -346 | -1.6% | -$1.84万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $115.11万 | 0.02% | 21,793 | -2,515 | -10.3% | -$13.28万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $115.71万 | 0.02% | 24,757 | 1,863 | 8.1% | $8.71万 | 加仓 |
| CTVA | CORTEVA INC | $116.15万 | 0.02% | 13,875 | 200 | 1.5% | $1.67万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $117.33万 | 0.02% | 27,608 | -4,805 | -14.8% | -$20.42万 | 减仓 |
| IXUS | ISHARES TR | $117.67万 | 0.02% | 13,582 | -808 | -5.6% | -$7.00万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $118.59万 | 0.02% | 16,314 | 30 | 0.2% | $2,181 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $118.95万 | 0.02% | 25,449 | 19,509 | 328.4% | $91.19万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $119.17万 | 0.02% | 42,559 | 15,450 | 57.0% | $43.26万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $119.31万 | 0.02% | 22,623 | 22,623 | — | $119.31万 | 新建仓 |
| — | INVESCO QUALITY MUN INCOME T | $119.43万 | 0.02% | 124,151 | 75,915 | 157.4% | $73.03万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $119.52万 | 0.02% | 33,640 | 838 | 2.6% | $2.98万 | 加仓 |
| AZN | ASTRAZENECA PLC | $119.79万 | 0.02% | 6,074 | 6,074 | — | $119.79万 | 新建仓 |
| IBHG | ISHARES TR | $119.79万 | 0.02% | 54,131 | 3,101 | 6.1% | $6.86万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $119.90万 | 0.02% | 34,683 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $119.98万 | 0.02% | 36,414 | 606 | 1.7% | $2.00万 | 加仓 |
| ITB | ISHARES TR | $120.11万 | 0.02% | 13,264 | -337 | -2.5% | -$3.05万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $120.49万 | 0.02% | 45,812 | 16,119 | 54.3% | $42.39万 | 加仓 |
| GSK | GSK PLC | $120.82万 | 0.03% | 21,892 | -620 | -2.8% | -$3.42万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $121.11万 | 0.03% | 23,906 | 6,455 | 37.0% | $32.70万 | 加仓 |
| IAUM | ISHARES GOLD TR | $121.34万 | 0.03% | 25,983 | 441 | 1.7% | $2.06万 | 加仓 |
| TGT | TARGET CORP | $121.39万 | 0.03% | 10,016 | 1,511 | 17.8% | $18.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $121.46万 | 0.03% | 2,720 | -362 | -11.7% | -$16.16万 | 减仓 |
| HRI | HERC HLDGS INC | $121.56万 | 0.03% | 12,211 | 12,210 | 1,221,000.0% | $121.55万 | 重新持有 |
| FIGB | FIDELITY MERRIMACK STR TR | $121.66万 | 0.03% | 28,267 | -744 | -2.6% | -$3.20万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $122.09万 | 0.03% | 30,446 | -21,248 | -41.1% | -$85.20万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $122.27万 | 0.03% | 31,503 | 2,837 | 9.9% | $11.01万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $122.49万 | 0.03% | 26,174 | 26,174 | — | $122.49万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $122.57万 | 0.03% | 7,141 | -411 | -5.4% | -$7.05万 | 减仓 |
| HACK | AMPLIFY ETF TR | $123.02万 | 0.03% | 16,383 | -601 | -3.5% | -$4.51万 | 减仓 |
| GMED | GLOBUS MED INC | $123.13万 | 0.03% | 14,291 | 27 | 0.2% | $2,326 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $123.19万 | 0.03% | 47,839 | -150 | -0.3% | -$3,862 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $123.33万 | 0.03% | 36,468 | 18,477 | 102.7% | $62.49万 | 加仓 |
| ESUM | STRATEGY SHS | $124.14万 | 0.03% | 47,416 | 1,322 | 2.9% | $3.46万 | 加仓 |
| GM | GENERAL MTRS CO | $126.33万 | 0.03% | 16,957 | -1,690 | -9.1% | -$12.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $126.91万 | 0.03% | 32,657 | 770 | 2.4% | $2.99万 | 加仓 |
| NET | CLOUDFLARE INC | $126.98万 | 0.03% | 6,154 | 3,643 | 145.1% | $75.17万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $127.06万 | 0.03% | 12,246 | 144 | 1.2% | $1.49万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $127.71万 | 0.03% | 7,741 | 3,475 | 81.5% | $57.33万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $127.88万 | 0.03% | 8,131 | 66 | 0.8% | $1.04万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $128.24万 | 0.03% | 22,823 | -1,122 | -4.7% | -$6.30万 | 减仓 |
| BE | BLOOM ENERGY CORP | $129.84万 | 0.03% | 9,583 | -1,907 | -16.6% | -$25.84万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $130.52万 | 0.03% | 7,525 | -1,538 | -17.0% | -$26.68万 | 减仓 |
| — | ISHARES ETHEREUM TR | $130.95万 | 0.03% | 82,724 | 17,240 | 26.3% | $27.29万 | 加仓 |
| PFF | ISHARES TR | $131.45万 | 0.03% | 43,353 | -5,142 | -10.6% | -$15.59万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $132.06万 | 0.03% | 3,043 | -3 | -0.1% | -$1,302 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $133.61万 | 0.03% | 8,410 | -245 | -2.8% | -$3.89万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $133.83万 | 0.03% | 34,979 | -1,015 | -2.8% | -$3.88万 | 减仓 |
| MLI | MUELLER INDS INC | $134.18万 | 0.03% | 12,110 | 3,548 | 41.4% | $39.31万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $134.25万 | 0.03% | 30,088 | -12,586 | -29.5% | -$56.16万 | 减仓 |
| OKE | ONEOK INC NEW | $134.26万 | 0.03% | 14,853 | 1,398 | 10.4% | $12.64万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $136.14万 | 0.03% | 53,429 | 9,826 | 22.5% | $25.04万 | 加仓 |
| VMC | VULCAN MATLS CO | $136.18万 | 0.03% | 5,001 | -3,012 | -37.6% | -$82.02万 | 减仓 |
| NI | NISOURCE INC | $136.75万 | 0.03% | 29,307 | -2,047 | -6.5% | -$9.55万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $137.63万 | 0.03% | 55,844 | 9,752 | 21.2% | $24.04万 | 加仓 |
| ZROZ | PIMCO ETF TR | $137.69万 | 0.03% | 21,510 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $137.83万 | 0.03% | 31,021 | 140 | 0.5% | $6,220 | 加仓 |
| DY | DYCOM INDS INC | $138.51万 | 0.03% | 4,088 | 762 | 22.9% | $25.82万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $138.59万 | 0.03% | 17,121 | -30 | -0.2% | -$2,429 | 减仓 |
| SUB | ISHARES TR | $138.90万 | 0.03% | 13,042 | 673 | 5.4% | $7.17万 | 加仓 |
| RIO | RIO TINTO PLC | $139.64万 | 0.03% | 14,968 | 14,310 | 2,174.8% | $133.50万 | 加仓 |
| USRT | ISHARES TR | $140.54万 | 0.03% | 23,744 | 22,319 | 1,566.2% | $132.11万 | 加仓 |
| RAA | ETF OPPORTUNITIES TRUST | $140.96万 | 0.03% | 51,052 | 1,519 | 3.1% | $4.19万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $141.80万 | 0.03% | 23,083 | -12 | -0.1% | -$737 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $142.70万 | 0.03% | 10,897 | 5,920 | 118.9% | $77.52万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $142.88万 | 0.03% | 50,810 | 405 | 0.8% | $1.14万 | 加仓 |
| WTV | WISDOMTREE TR | $143.17万 | 0.03% | 15,114 | -178 | -1.2% | -$1.69万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $144.00万 | 0.03% | 8,247 | -373 | -4.3% | -$6.51万 | 减仓 |
| DDOG | DATADOG INC | $144.47万 | 0.03% | 12,238 | 1,630 | 15.4% | $19.24万 | 加仓 |
| PAVE | GLOBAL X FDS | $145.25万 | 0.03% | 28,586 | 1,179 | 4.3% | $5.99万 | 加仓 |
| FRDM | EA SERIES TRUST | $145.60万 | 0.03% | 26,643 | -1,574 | -5.6% | -$8.60万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $146.82万 | 0.03% | 35,103 | -1,066 | -2.9% | -$4.46万 | 减仓 |