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 |
|---|---|---|---|---|---|---|---|---|
| IDEF | BLACKROCK ETF TRUST | $147.09万 | 0.03% | 44,953 | 44,953 | — | $147.09万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $147.22万 | 0.03% | 59,102 | 3,165 | 5.7% | $7.88万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $147.36万 | 0.03% | 15,799 | 808 | 5.4% | $7.54万 | 加仓 |
| SLB | SLB LIMITED | $147.67万 | 0.03% | 28,736 | -256 | -0.9% | -$1.32万 | 减仓 |
| MPC | MARATHON PETE CORP | $147.88万 | 0.03% | 6,056 | 2,949 | 94.9% | $72.01万 | 加仓 |
| COR | CENCORA INC | $149.03万 | 0.03% | 4,744 | 805 | 20.4% | $25.29万 | 加仓 |
| IBTK | ISHARES TR | $149.50万 | 0.03% | 75,810 | -3,652 | -4.6% | -$7.20万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $149.90万 | 0.03% | 33,520 | 1,916 | 6.1% | $8.57万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $150.47万 | 0.03% | 36,066 | 842 | 2.4% | $3.51万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $150.94万 | 0.03% | 44,433 | -43 | -0.1% | -$1,461 | 减仓 |
| RBLX | ROBLOX CORP | $151.12万 | 0.03% | 26,719 | 5,494 | 25.9% | $31.07万 | 加仓 |
| SHYG | ISHARES TR | $151.14万 | 0.03% | 35,722 | 603 | 1.7% | $2.55万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $151.21万 | 0.03% | 26,548 | 302 | 1.2% | $1.72万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $151.83万 | 0.03% | 62,715 | 839 | 1.4% | $2.03万 | 加仓 |
| ET | ENERGY TRANSFER L P | $152.16万 | 0.03% | 78,838 | 3,777 | 5.0% | $7.29万 | 加仓 |
| IGF | ISHARES TR | $153.30万 | 0.03% | 22,881 | 1,484 | 6.9% | $9.94万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $154.10万 | 0.03% | 7,592 | -269 | -3.4% | -$5.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $154.59万 | 0.03% | 24,754 | 7,797 | 46.0% | $48.69万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $156.08万 | 0.03% | 43,020 | 3,695 | 9.4% | $13.41万 | 加仓 |
| PTLC | PACER FDS TR | $156.28万 | 0.03% | 29,790 | 753 | 2.6% | $3.95万 | 加仓 |
| IBTJ | ISHARES TR | $156.46万 | 0.03% | 71,631 | -3,539 | -4.7% | -$7.73万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $156.91万 | 0.03% | 98,813 | 2,932 | 3.1% | $4.66万 | 加仓 |
| ICSH | ISHARES TR | $157.78万 | 0.03% | 31,169 | 2,588 | 9.1% | $13.10万 | 加仓 |
| IFRA | ISHARES TR | $157.84万 | 0.03% | 27,594 | -570 | -2.0% | -$3.26万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $157.97万 | 0.03% | 22,451 | -6,653 | -22.9% | -$46.81万 | 减仓 |
| — | PGIM ETF TR | $159.57万 | 0.03% | 31,307 | 1,357 | 4.5% | $6.92万 | 加仓 |
| FAST | FASTENAL CO | $160.05万 | 0.03% | 34,493 | 21,835 | 172.5% | $101.31万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $160.39万 | 0.03% | 22,968 | 310 | 1.4% | $2.16万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $160.49万 | 0.03% | 11,793 | 76 | 0.6% | $1.03万 | 加仓 |
| — | HARBOR ETF TRUST | $161.25万 | 0.03% | 35,989 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $161.89万 | 0.03% | 19,335 | -6,306 | -24.6% | -$52.80万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $162.02万 | 0.03% | 72,915 | -131,686 | -64.4% | -$292.61万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $162.33万 | 0.03% | 48,357 | 1,365 | 2.9% | $4.58万 | 加仓 |
| USB | US BANCORP | $164.17万 | 0.03% | 31,565 | -150 | -0.5% | -$7,802 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $164.95万 | 0.03% | 16,653 | 7,847 | 89.1% | $77.72万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $165.41万 | 0.03% | 31,911 | -8,847 | -21.7% | -$45.86万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $165.67万 | 0.03% | 21,873 | 3,765 | 20.8% | $28.52万 | 加仓 |
| SHEL | SHELL PLC | $165.75万 | 0.03% | 17,823 | 3,914 | 28.1% | $36.40万 | 加仓 |
| EMR | EMERSON ELEC CO | $166.47万 | 0.03% | 12,706 | 211 | 1.7% | $2.76万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $166.51万 | 0.03% | 15,020 | -65,219 | -81.3% | -$723.02万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $167.45万 | 0.03% | 4,732 | 527 | 12.5% | $18.65万 | 加仓 |
| MP | MP MATERIALS CORP | $170.15万 | 0.04% | 35,257 | 5,035 | 16.7% | $24.30万 | 加仓 |
| D | DOMINION ENERGY INC | $170.70万 | 0.04% | 27,613 | -1,584 | -5.4% | -$9.79万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $170.76万 | 0.04% | 8,081 | 2,727 | 50.9% | $57.62万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $171.08万 | 0.04% | 21,236 | 4,586 | 27.5% | $36.94万 | 加仓 |
| ADI | ANALOG DEVICES INC | $171.76万 | 0.04% | 5,399 | -23 | -0.4% | -$7,317 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $172.13万 | 0.04% | 8,536 | 762 | 9.8% | $15.37万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $172.48万 | 0.04% | 22,377 | -27 | -0.1% | -$2,081 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $172.63万 | 0.04% | 36,313 | 4,624 | 14.6% | $21.98万 | 加仓 |
| MTB | M & T BK CORP | $172.92万 | 0.04% | 8,365 | 868 | 11.6% | $17.94万 | 加仓 |
| CB | CHUBB LTD SWITZ | $173.79万 | 0.04% | 5,332 | 25 | 0.5% | $8,148 | 加仓 |
| NFLT | ETFIS SER TR I | $174.33万 | 0.04% | 76,627 | 16,634 | 27.7% | $37.84万 | 加仓 |
| MCO | MOODYS CORP | $174.37万 | 0.04% | 3,997 | 156 | 4.1% | $6.81万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $174.95万 | 0.04% | 51,670 | -101 | -0.2% | -$3,420 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $175.10万 | 0.04% | 73,018 | 7,049 | 10.7% | $16.90万 | 加仓 |
| IGE | ISHARES TR | $175.70万 | 0.04% | 27,916 | -4,304 | -13.4% | -$27.09万 | 减仓 |
| EEM | ISHARES TR | $176.62万 | 0.04% | 31,101 | 6,178 | 24.8% | $35.08万 | 加仓 |
| INTU | INTUIT | $176.71万 | 0.04% | 4,087 | 628 | 18.2% | $27.15万 | 加仓 |
| IBHF | ISHARES TR | $177.01万 | 0.04% | 77,130 | 25,727 | 50.0% | $59.04万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $177.29万 | 0.04% | 28,285 | 202 | 0.7% | $1.27万 | 加仓 |
| TWIN | TWIN DISC INC | $177.81万 | 0.04% | 117,989 | 1,438 | 1.2% | $2.17万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $179.04万 | 0.04% | 4,396 | 3,287 | 296.4% | $133.87万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $179.08万 | 0.04% | 28,021 | 921 | 3.4% | $5.89万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $179.89万 | 0.04% | 15,894 | -2,622 | -14.2% | -$29.68万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $180.48万 | 0.04% | 59,173 | -3,609 | -5.7% | -$11.01万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $181.04万 | 0.04% | 24,936 | 1,053 | 4.4% | $7.64万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $181.54万 | 0.04% | 15,681 | 815 | 5.5% | $9.44万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $181.84万 | 0.04% | 39,559 | -36,114 | -47.7% | -$166.01万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $181.84万 | 0.04% | 25,344 | 1,721 | 7.3% | $12.35万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $182.03万 | 0.04% | 7,235 | 7,212 | 31,356.5% | $181.45万 | 加仓 |
| — | EA SERIES TRUST | $182.61万 | 0.04% | 53,394 | 24,174 | 82.7% | $82.68万 | 加仓 |
| TRMB | TRIMBLE INC | $182.64万 | 0.04% | 27,999 | 22,185 | 381.6% | $144.71万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $182.97万 | 0.04% | 39,260 | 20,225 | 106.3% | $94.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $184.12万 | 0.04% | 64,131 | 11,465 | 21.8% | $32.92万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $184.83万 | 0.04% | 76,157 | 2,713 | 3.7% | $6.58万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $185.43万 | 0.04% | 11,336 | 5,110 | 82.1% | $83.59万 | 加仓 |
| EXEL | EXELIXIS INC | $186.36万 | 0.04% | 43,450 | -4,879 | -10.1% | -$20.93万 | 减仓 |
| ARTY | ISHARES TR | $186.39万 | 0.04% | 40,058 | 13,748 | 52.3% | $63.97万 | 加仓 |
| APP | APPLOVIN CORP | $186.70万 | 0.04% | 4,691 | 1,370 | 41.3% | $54.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $187.23万 | 0.04% | 38,965 | 11,172 | 40.2% | $53.68万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $187.28万 | 0.04% | 9,000 | 1,913 | 27.0% | $39.81万 | 加仓 |
| GCOW | PACER FDS TR | $187.71万 | 0.04% | 40,595 | -506 | -1.2% | -$2.34万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $188.03万 | 0.04% | 28,733 | 566 | 2.0% | $3.70万 | 加仓 |
| EZU | ISHARES INC | $188.07万 | 0.04% | 30,024 | 20,214 | 206.1% | $126.62万 | 加仓 |
| CAIE | CALAMOS ETF TR | $188.52万 | 0.04% | 74,989 | 38,354 | 104.7% | $96.42万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $189.53万 | 0.04% | 33,497 | -10,656 | -24.1% | -$60.29万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $189.91万 | 0.04% | 35,933 | 10,121 | 39.2% | $53.49万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $189.91万 | 0.04% | 9,128 | 1,583 | 21.0% | $32.93万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $190.05万 | 0.04% | 79,663 | 6,026 | 8.2% | $14.38万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $191.07万 | 0.04% | 110,317 | 79,339 | 256.1% | $137.42万 | 加仓 |
| CMI | CUMMINS INC | $191.97万 | 0.04% | 3,568 | 32 | 0.9% | $1.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $192.18万 | 0.04% | 14,559 | 1,214 | 9.1% | $16.02万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $193.11万 | 0.04% | 12,417 | 1,957 | 18.7% | $30.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $193.17万 | 0.04% | 17,725 | 456 | 2.6% | $4.97万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $193.38万 | 0.04% | 67,475 | 6,995 | 11.6% | $20.05万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $193.45万 | 0.04% | 26,698 | 9,875 | 58.7% | $71.55万 | 加仓 |
| DEM | WISDOMTREE TR | $194.68万 | 0.04% | 39,179 | 6,973 | 21.7% | $34.65万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $195.70万 | 0.04% | 45,062 | 3,988 | 9.7% | $17.32万 | 加仓 |
| TBIL | RBB FD INC | $196.52万 | 0.04% | 39,414 | 3,483 | 9.7% | $17.37万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $197.10万 | 0.04% | 60,573 | -1,105 | -1.8% | -$3.60万 | 减仓 |