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
SIRI SIRIUSXM HOLDINGS INC $197.27万0.04%85,474 30,58855.7% $70.60万 加仓
MEAR ISHARES U S ETF TR $198.00万0.04%39,333 8,90829.3% $44.84万 加仓
FENI FIDELITY COVINGTON TRUST $199.89万0.04%53,735 31,252139.0% $116.26万 加仓
CTAS CINTAS CORP $200.46万0.04%11,852 2,86631.9% $48.48万 加仓
— DIMENSIONAL ETF TRUST $200.49万0.04%28,186 6,05527.4% $43.07万 加仓
IBTH ISHARES TR $200.53万0.04%89,404 -5,949-6.2% -$13.34万 减仓
XLF SELECT SECTOR SPDR TR $201.20万0.04%40,754 -3,387-7.7% -$16.72万 减仓
IBTG ISHARES TR $201.24万0.04%87,821 -14,214-13.9% -$32.57万 减仓
TDG TRANSDIGM GROUP INC $201.43万0.04%1,738 1469.2% $16.92万 加仓
— NEOS ETF TRUST $202.06万0.04%38,409 18,72795.1% $98.52万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $203.08万0.04%9,285 8309.8% $18.15万 加仓
DFUV DIMENSIONAL ETF TRUST $207.02万0.04%42,720 8,74325.7% $42.37万 加仓
NTNX NUTANIX INC $207.95万0.04%54,709 -6,552-10.7% -$24.90万 减仓
FPE FIRST TR EXCH TRADED FD III $207.97万0.04%117,168 -85-0.1% -$1,509 减仓
SPIB SPDR SERIES TRUST $208.25万0.04%62,091 19,20544.8% $64.41万 加仓
IQDG WISDOMTREE TR $208.66万0.04%51,984 -918-1.7% -$3.68万 减仓
IBDX ISHARES TR $209.24万0.04%82,803 6,6268.7% $16.74万 加仓
BLOK AMPLIFY ETF TR $210.76万0.04%42,312 14,84454.0% $73.94万 加仓
KMI KINDER MORGAN INC DEL $212.09万0.04%63,254 190.0% $637 加仓
BLCR BLACKROCK ETF TRUST $212.10万0.04%51,655 51,16510,441.8% $210.08万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $212.58万0.04%47,547 1,2782.8% $5.71万 加仓
TPSC TIMOTHY PLAN $212.93万0.04%50,166 7481.5% $3.17万 加仓
IWS ISHARES TR $213.64万0.04%14,659 -7,211-33.0% -$105.09万 减仓
MMM 3M CO $213.82万0.04%14,723 5,64762.2% $82.01万 加仓
QCOM QUALCOMM INC $214.20万0.04%16,633 3862.4% $4.97万 加仓
EWJ ISHARES INC $214.98万0.04%25,459 8,61051.1% $72.70万 加仓
XAR SPDR SERIES TRUST $217.10万0.05%8,548 78310.1% $19.89万 加仓
COKE COCA COLA CONS INC $217.20万0.05%11,328 -6,383-36.0% -$122.39万 减仓
BSV VANGUARD BD INDEX FDS $217.39万0.05%27,725 -2,420-8.0% -$18.98万 减仓
MBB ISHARES TR $217.42万0.05%22,898 -2,296-9.1% -$21.80万 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $217.72万0.05%39,869 3,5449.8% $19.35万 加仓
PNOV INNOVATOR ETFS TRUST $217.98万0.05%53,349 -2,055-3.7% -$8.40万 减仓
XME SPDR SERIES TRUST $218.13万0.05%20,195 7,67261.3% $82.87万 加仓
HYG ISHARES TR $218.51万0.05%27,465 -22,033-44.5% -$175.29万 减仓
BA BOEING CO $218.97万0.05%11,002 -1,016-8.5% -$20.22万 减仓
JANW AIM ETF PRODUCTS TRUST $219.29万0.05%60,112 9841.7% $3.59万 加仓
CASY CASEYS GEN STORES INC $219.67万0.05%3,018 1,651120.8% $120.17万 加仓
SGOL ETFS GOLD TR $220.04万0.05%49,315 1,1742.4% $5.24万 加仓
OAKM HARRIS OAKMARK ETF TRUST $220.47万0.05%79,981 3,9225.2% $10.81万 加仓
CGSD CAPITAL GRP FIXED INCM ETF T $221.10万0.05%85,729 67,922381.4% $175.17万 加仓
PYPL PAYPAL HLDGS INC $221.41万0.05%48,953 -10,750-18.0% -$48.62万 减仓
DFSD DIMENSIONAL ETF TRUST $223.87万0.05%46,757 1,3613.0% $6.52万 加仓
NKE NIKE INC $224.38万0.05%42,480 2,8987.3% $15.31万 加仓
XBI SPDR SERIES TRUST $224.83万0.05%17,602 11,049168.6% $141.13万 加仓
VYMI VANGUARD WHITEHALL FDS $225.02万0.05%23,877 4,76424.9% $44.90万 加仓
ONEQ FIDELITY COMWLTH TR $226.23万0.05%26,643 -728-2.7% -$6.18万 减仓
ACN ACCENTURE PLC IRELAND $226.82万0.05%11,439 2131.9% $4.22万 加仓
RSI RUSH STREET INTERACTIVE INC $226.89万0.05%104,316 47,36483.2% $103.02万 加仓
SHLD GLOBAL X FDS $228.66万0.05%32,279 9,14939.6% $64.81万 加仓
SNOW SNOWFLAKE INC $229.88万0.05%15,242 4,13137.2% $62.30万 加仓
COHR COHERENT CORP $230.47万0.05%9,675 5155.6% $12.27万 加仓
VBIL VANGUARD INSTL INDEX FD $230.72万0.05%30,498 -11,198-26.9% -$84.71万 减仓
GQGU ADVISORS INNER CIRCLE FD III $230.77万0.05%85,758 1,7212.0% $4.63万 加仓
GOVT ISHARES TR $231.53万0.05%101,061 74,424279.4% $170.51万 加仓
EIX EDISON INTL $232.59万0.05%31,783 -556-1.7% -$4.07万 减仓
RGLD ROYAL GOLD INC $232.96万0.05%9,154 -2,578-22.0% -$65.61万 减仓
LOW LOWES COS INC $234.58万0.05%9,928 -4,318-30.3% -$102.03万 减仓
INTF ISHARES TR $237.52万0.05%60,965 58,4042,280.5% $227.54万 加仓
AVEM AMERICAN CENTY ETF TR $237.96万0.05%29,531 1,1023.9% $8.88万 加仓
IDV ISHARES TR $238.03万0.05%55,929 4,0667.8% $17.30万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $238.30万0.05%46,910 2,7996.3% $14.22万 加仓
GLDM WORLD GOLD TR $240.09万0.05%25,903 -11,914-31.5% -$110.43万 减仓
DSTL ETF SER SOLUTIONS $241.65万0.05%41,751 -8,242-16.5% -$47.70万 减仓
BKDV BNY MELLON ETF TRUST II $243.93万0.05%82,241 7,0279.3% $20.84万 加仓
DGX QUEST DIAGNOSTICS INC $244.43万0.05%12,472 -3,792-23.3% -$74.32万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $244.64万0.05%51,962 7,32316.4% $34.48万 加仓
BOND PIMCO ETF TR $245.67万0.05%26,622 18,380223.0% $169.61万 加仓
LHX L3HARRIS TECHNOLOGIES INC $246.09万0.05%7,130 -114-1.6% -$3.93万 减仓
TXN TEXAS INSTRS INC $246.62万0.05%12,703 9217.8% $17.88万 加仓
DFCF DIMENSIONAL ETF TRUST $251.72万0.05%59,622 1,3982.4% $5.90万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $252.46万0.05%50,617 50,617— $252.46万 新建仓
APO APOLLO GLOBAL MGMT INC $255.14万0.05%22,899 3461.5% $3.86万 加仓
KLAC KLA CORP $255.17万0.05%1,733 46636.8% $68.61万 加仓
SLV ISHARES SILVER TR $258.52万0.05%37,940 4,39913.1% $29.97万 加仓
IWD ISHARES TR $259.82万0.05%12,160 6025.2% $12.86万 加仓
TMO THERMO FISHER SCIENTIFIC INC $260.07万0.05%5,291 -42-0.8% -$2.06万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $260.50万0.05%11,131 1,21612.3% $28.46万 加仓
VPLS VANGUARD MALVERN FDS $260.80万0.05%33,613 30,163874.3% $234.03万 加仓
EPD ENTERPRISE PRODS PARTNERS L $261.29万0.05%69,052 -603-0.9% -$2.28万 减仓
WM WASTE MGMT INC DEL $261.46万0.05%11,378 7166.7% $16.45万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $262.87万0.05%13,090 8917.3% $17.89万 加仓
PEY INVESCO EXCHANGE TRADED FD T $263.43万0.05%122,991 -2,253-1.8% -$4.83万 减仓
VPU VANGUARD WORLD FD $264.48万0.05%13,348 7,885144.3% $156.23万 加仓
FNDA SCHWAB STRATEGIC TR $265.04万0.05%81,726 8,16811.1% $26.49万 加仓
PMAY INNOVATOR ETFS TRUST $265.34万0.06%66,434 -12,241-15.6% -$48.89万 减仓
IMTM ISHARES TR $265.39万0.06%55,266 15,54739.1% $74.66万 加仓
AMGN AMGEN INC $266.46万0.06%7,573 -4,407-36.8% -$155.06万 减仓
CEG CONSTELLATION ENERGY CORP $266.94万0.06%9,559 1,59720.1% $44.60万 加仓
COF CAPITAL ONE FINL CORP $268.30万0.06%14,707 -3,077-17.3% -$56.13万 减仓
OXY OCCIDENTAL PETE CORP $269.80万0.06%41,508 -6,673-13.8% -$43.37万 减仓
GPOR GULFPORT ENERGY CORP $272.31万0.06%12,871 7,018119.9% $148.48万 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $273.25万0.06%131,685 9,5467.8% $19.81万 加仓
FSMB FIRST TR EXCH TRADED FD III $273.94万0.06%137,246 22,64519.8% $45.20万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $277.58万0.06%45,267 630.1% $3,863 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $278.87万0.06%46,386 13,52041.1% $81.28万 加仓
MELI MERCADOLIBRE INC $279.58万0.06%1,617 1,105215.8% $191.06万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $279.99万0.06%57,482 -2,299-3.8% -$11.20万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $280.76万0.06%112,146 4,0783.8% $10.21万 加仓
POCT INNOVATOR ETFS TRUST $280.99万0.06%65,180 -80-0.1% -$3,449 减仓
SPMD SPDR SERIES TRUST $284.72万0.06%48,079 -10,539-18.0% -$62.41万 减仓