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
PYLD PIMCO ETF TR $93.01万0.02%35,073 -3,788-9.7% -$10.05万 减仓
FIS FIDELITY NATL INFORMATION SV $93.28万0.02%23,992 1,2935.7% $5.03万 加仓
MGV VANGUARD WORLD FD $93.44万0.02%5,717 -1,217-17.6% -$19.89万 减仓
ES EVERSOURCE ENERGY $93.75万0.02%12,972 9,158240.1% $66.18万 加仓
MOS MOSAIC CO $93.88万0.02%44,303 4,13810.3% $8.77万 加仓
NAPR INNOVATOR ETFS TRUST $94.28万0.02%15,925 4,44438.7% $26.31万 加仓
PFLD ETF SER SOLUTIONS $94.40万0.02%48,286 00.0% — 不变
SPYI NEOS ETF TRUST $94.54万0.02%17,808 1,5239.4% $8.09万 加仓
FMDE FIDELITY COVINGTON TRUST $95.05万0.02%23,423 -2,001-7.9% -$8.12万 减仓
EMR EMERSON ELEC CO $95.44万0.02%6,667 -6,039-47.5% -$86.45万 减仓
— INNOVATOR ETFS TRUST $95.71万0.02%25,617 -1,700-6.2% -$6.35万 减仓
NUE NUCOR CORP $95.74万0.02%4,298 -189-4.2% -$4.21万 减仓
VWOB VANGUARD WHITEHALL FDS $95.94万0.02%14,268 3,82736.7% $25.73万 加仓
BIV VANGUARD BD INDEX FDS $96.06万0.02%12,524 -11-0.1% -$844 减仓
CLOI VANECK ETF TRUST $96.15万0.02%18,159 11,019154.3% $58.35万 加仓
JUSA J P MORGAN EXCHANGE TRADED F $96.27万0.02%14,331 14,331— $96.27万 新建仓
IJK ISHARES TR $96.28万0.02%8,194 1822.3% $2.14万 加仓
SCHV SCHWAB STRATEGIC TR $96.48万0.02%27,717 -31,456-53.2% -$109.50万 减仓
SWIM LATHAM GROUP INC $96.73万0.02%149,503 -2-0.0% -$13 减仓
— ETF SER SOLUTIONS $96.78万0.02%40,041 7,83824.3% $18.94万 加仓
EMLC VANECK ETF TRUST $97.31万0.02%38,070 20,835120.9% $53.25万 加仓
BX BLACKSTONE INC $97.45万0.02%8,282 -371-4.3% -$4.37万 减仓
VGIT VANGUARD SCOTTSDALE FDS $97.53万0.02%16,536 -2,398-12.7% -$14.14万 减仓
IYH ISHARES TR $97.61万0.02%14,566 1050.7% $7,036 加仓
HON HONEYWELL INTL INC $98.29万0.02%4,390 -11,627-72.6% -$260.33万 减仓
WSBC WESBANCO INC $98.72万0.02%25,294 -2-0.0% -$78 减仓
HEFA ISHARES TR $99.63万0.02%21,231 5362.6% $2.52万 加仓
CVS CVS HEALTH CORP $99.71万0.02%9,638 -2,010-17.3% -$20.79万 减仓
MDB MONGODB INC $99.90万0.02%2,974 -182-5.8% -$6.11万 减仓
SHOP SHOPIFY INC $100.35万0.02%8,789 1,49720.5% $17.09万 加仓
HIG HARTFORD INSURANCE GROUP INC $100.41万0.02%7,577 4105.7% $5.43万 加仓
AVAV AEROVIRONMENT INC $100.43万0.02%6,084 1,45531.4% $24.02万 加仓
RBRK RUBRIK INC. $101.14万0.02%12,599 2,95830.7% $23.75万 加仓
DFIC DIMENSIONAL ETF TRUST $101.20万0.02%27,160 -6,480-19.3% -$24.14万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $101.59万0.02%9,164 3744.3% $4.15万 加仓
TPHD TIMOTHY PLAN $101.87万0.02%24,093 1,4006.2% $5.92万 加仓
TGT TARGET CORP $102.12万0.02%7,819 -2,197-21.9% -$28.70万 减仓
F FORD MTR CO $102.25万0.02%73,563 5,2817.7% $7.34万 加仓
MMM 3M CO $102.70万0.02%6,343 -8,380-56.9% -$135.68万 减仓
PTL NORTHERN LTS FD TR IV $102.88万0.02%3,596 310.9% $8,869 加仓
DRI DARDEN RESTAURANTS INC $103.03万0.02%5,001 3928.5% $8.08万 加仓
ITW ILLINOIS TOOL WKS INC $103.08万0.02%3,811 1012.7% $2.73万 加仓
HONA HONEYWELL AEROSPACE INC $103.24万0.02%4,670 4,670— $103.24万 新建仓
BKGI BNY MELLON ETF TRUST $103.37万0.02%22,986 1,1815.4% $5.31万 加仓
SCMB SCHWAB STRATEGIC TR $103.40万0.02%40,046 -13,383-25.0% -$34.55万 减仓
— ISHARES ETHEREUM TR $103.88万0.02%87,364 4,6405.6% $5.52万 加仓
FLOT ISHARES TR $104.12万0.02%20,396 6233.2% $3.18万 加仓
MPLX MPLX LP $104.15万0.02%18,490 8,71789.2% $49.10万 加仓
IGE ISHARES TR $104.19万0.02%18,545 -9,371-33.6% -$52.65万 减仓
NXPI NXP SEMICONDUCTORS N V $104.32万0.02%3,712 36010.7% $10.12万 加仓
IQLT ISHARES TR $104.51万0.02%21,092 -737-3.4% -$3.65万 减仓
IGEB ISHARES TR $104.60万0.02%23,187 -58,080-71.5% -$262.00万 减仓
UTWO RBB FD INC $104.62万0.02%21,814 60.0% $288 加仓
PPTA PERPETUA RESOURCES CORP $104.64万0.02%50,405 -405-0.8% -$8,408 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $104.95万0.02%26,726 9,84758.3% $38.67万 加仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $105.42万0.02%21,041 -752-3.5% -$3.77万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $105.42万0.02%20,023 -1,213-5.7% -$6.39万 减仓
GILD GILEAD SCIENCES INC $105.46万0.02%8,347 1,25417.7% $15.84万 加仓
DAL DELTA AIR LINES INC $105.61万0.02%11,276 2,67931.2% $25.09万 加仓
XBIL RBB FD INC $105.72万0.02%21,143 -1,530-6.7% -$7.65万 减仓
FAD FIRST TR EXCHANGE-TRADED ALP $106.02万0.02%5,302 -1,095-17.1% -$21.90万 减仓
— LISTED FDS TR $107.03万0.02%49,135 -2,380-4.6% -$5.18万 减仓
NDAQ NASDAQ INC $107.06万0.02%13,583 3462.6% $2.73万 加仓
SHEL SHELL PLC $107.21万0.02%13,826 -3,997-22.4% -$30.99万 减仓
OXY OCCIDENTAL PETE CORP $107.24万0.02%22,079 -19,429-46.8% -$94.37万 减仓
PAYX PAYCHEX INC $107.43万0.02%10,925 1,22312.6% $12.03万 加仓
PPA INVESCO EXCHANGE TRADED FD T $107.70万0.02%6,097 1,30527.2% $23.05万 加仓
AME AMETEK INC $107.81万0.02%4,456 -498-10.1% -$12.05万 减仓
BSX BOSTON SCIENTIFIC CORP $108.17万0.02%25,344 7,19639.7% $30.71万 加仓
COIN COINBASE GLOBAL INC $108.36万0.02%7,412 -835-10.1% -$12.21万 减仓
USRT ISHARES TR $108.81万0.02%16,375 -7,369-31.0% -$48.97万 减仓
RCL ROYAL CARIBBEAN GROUP $108.85万0.02%3,428 -140-3.9% -$4.45万 减仓
— GLOBAL X FDS $109.12万0.02%20,073 20,073— $109.12万 新建仓
IGIB ISHARES TR $109.32万0.02%20,560 -1,046-4.8% -$5.56万 减仓
INTU INTUIT $109.52万0.02%4,196 1092.7% $2.84万 加仓
EMBX VANECK FDS $109.77万0.02%21,393 21,393— $109.77万 新建仓
WELL WELLTOWER INC $110.92万0.02%4,887 45310.2% $10.28万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $111.13万0.02%32,686 2,3007.6% $7.82万 加仓
HDEF DBX ETF TR $111.19万0.02%34,597 1,1453.4% $3.68万 加仓
XONE BONDBLOXX ETF TRUST $111.46万0.02%22,576 -87-0.4% -$4,295 减仓
NI NISOURCE INC $112.31万0.02%23,620 -5,687-19.4% -$27.04万 减仓
— FIDELITY COVINGTON TRUST $112.55万0.02%41,123 2,2745.9% $6.22万 加仓
MDYG SPDR SERIES TRUST $112.56万0.02%10,042 -117-1.2% -$1.31万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $112.68万0.02%1,602 19213.6% $13.50万 加仓
FLRN SPDR SERIES TRUST $112.74万0.02%36,544 31,944694.4% $98.55万 加仓
JBL JABIL INC $112.91万0.02%2,929 -1,301-30.8% -$50.15万 减仓
GM GENERAL MTRS CO $113.25万0.02%14,692 -2,265-13.4% -$17.46万 减仓
GMED GLOBUS MED INC $113.63万0.02%14,382 910.6% $7,190 加仓
PGR PROGRESSIVE CORP $113.75万0.02%5,207 -542-9.4% -$11.84万 减仓
TSCO TRACTOR SUPPLY CO $114.68万0.02%36,280 29,354423.8% $92.79万 加仓
GSK GSK PLC $115.50万0.02%22,034 1420.6% $7,444 加仓
DTH WISDOMTREE TR $115.51万0.02%21,347 3,18317.5% $17.22万 加仓
ALL ALLSTATE CORP $115.57万0.02%4,857 1,96467.9% $46.73万 加仓
FTLS FIRST TR EXCH TRADED FD III $116.12万0.02%15,734 -6,717-29.9% -$49.57万 减仓
IBHG ISHARES TR $116.75万0.02%52,874 -1,257-2.3% -$2.78万 减仓
FMB FIRST TR EXCH TRADED FD III $116.82万0.02%22,742 -1,164-4.9% -$5.98万 减仓
PAPR INNOVATOR ETFS TRUST $116.95万0.02%27,713 6512.4% $2.75万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $117.37万0.02%12,535 1,73616.1% $16.25万 加仓
SDY SPDR SERIES TRUST $117.57万0.02%7,726 1,55125.1% $23.60万 加仓
IJT ISHARES TR $117.68万0.02%6,589 520.8% $9,287 加仓