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 |
|---|---|---|---|---|---|---|---|---|
| IHDG | WISDOMTREE TR | $285.10万 | 0.06% | 59,211 | 14,776 | 33.3% | $71.15万 | 加仓 |
| IQV | IQVIA HLDGS INC | $285.31万 | 0.06% | 16,730 | 15,364 | 1,124.7% | $262.02万 | 加仓 |
| HGER | HARBOR ETF TRUST | $286.88万 | 0.06% | 92,512 | 29,939 | 47.8% | $92.84万 | 加仓 |
| FEOE | RBB FUND TRUST | $287.05万 | 0.06% | 56,886 | 32,664 | 134.9% | $164.82万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $288.42万 | 0.06% | 79,630 | 7,539 | 10.5% | $27.31万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $290.30万 | 0.06% | 88,104 | -5,126 | -5.5% | -$16.89万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $290.43万 | 0.06% | 16,116 | 5,547 | 52.5% | $99.96万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $290.91万 | 0.06% | 71,494 | 69,032 | 2,803.9% | $280.89万 | 加仓 |
| IBDW | ISHARES TR | $292.54万 | 0.06% | 139,773 | 17,287 | 14.1% | $36.18万 | 加仓 |
| IDEV | ISHARES TR | $294.16万 | 0.06% | 35,199 | -3,302 | -8.6% | -$27.59万 | 减仓 |
| — | HURCO CO | $294.30万 | 0.06% | 200,068 | 8,864 | 4.6% | $13.04万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $296.86万 | 0.06% | 76,197 | 3,064 | 4.2% | $11.94万 | 加仓 |
| SNTH | TIDAL TRUST III | $297.58万 | 0.06% | 113,406 | -1,763 | -1.5% | -$4.63万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $300.76万 | 0.06% | 8,763 | 1,561 | 21.7% | $53.58万 | 加仓 |
| SLQD | ISHARES TR | $301.19万 | 0.06% | 59,654 | 4,547 | 8.3% | $22.96万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $302.26万 | 0.06% | 58,933 | 14,982 | 34.1% | $76.84万 | 加仓 |
| SBUX | STARBUCKS CORP | $302.83万 | 0.06% | 33,802 | -2,098 | -5.8% | -$18.80万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $304.10万 | 0.06% | 60,076 | 8,547 | 16.6% | $43.26万 | 加仓 |
| APH | AMPHENOL CORP | $304.63万 | 0.06% | 24,110 | 1,150 | 5.0% | $14.53万 | 加仓 |
| LIN | LINDE PLC | $305.59万 | 0.06% | 6,164 | 663 | 12.1% | $32.87万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $307.07万 | 0.06% | 60,507 | 58,547 | 2,987.1% | $297.13万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $308.07万 | 0.06% | 14,264 | 2,007 | 16.4% | $43.35万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $309.72万 | 0.06% | 33,389 | 2,262 | 7.3% | $20.98万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $309.74万 | 0.06% | 55,788 | 11,396 | 25.7% | $63.27万 | 加仓 |
| ICVT | ISHARES TR | $310.47万 | 0.06% | 30,501 | 207 | 0.7% | $2.11万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $314.07万 | 0.07% | 20,375 | 1,144 | 5.9% | $17.63万 | 加仓 |
| MTZ | MASTEC INC | $316.53万 | 0.07% | 9,838 | -1,201 | -10.9% | -$38.64万 | 减仓 |
| SYY | SYSCO CORP | $316.89万 | 0.07% | 44,426 | 10,293 | 30.2% | $73.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $317.05万 | 0.07% | 52,276 | 2,800 | 5.7% | $16.98万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $318.89万 | 0.07% | 34,546 | -12,540 | -26.6% | -$115.76万 | 减仓 |
| MS | MORGAN STANLEY | $322.18万 | 0.07% | 19,577 | 8,885 | 83.1% | $146.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $322.57万 | 0.07% | 15,876 | 1,085 | 7.3% | $22.05万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $322.66万 | 0.07% | 144,430 | 16,978 | 13.3% | $37.93万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $324.02万 | 0.07% | 108,174 | 68,455 | 172.3% | $205.05万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $324.22万 | 0.07% | 38,360 | 1,724 | 4.7% | $14.57万 | 加仓 |
| TLTW | ISHARES TR | $327.49万 | 0.07% | 144,778 | 139,017 | 2,413.1% | $314.46万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $328.43万 | 0.07% | 64,424 | 6,085 | 10.4% | $31.02万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $330.31万 | 0.07% | 37,997 | -4,141 | -9.8% | -$36.00万 | 减仓 |
| SO | SOUTHERN CO | $330.92万 | 0.07% | 34,285 | -2,829 | -7.6% | -$27.31万 | 减仓 |
| C | CITIGROUP INC | $331.50万 | 0.07% | 29,230 | 1,328 | 4.8% | $15.06万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $331.83万 | 0.07% | 152,918 | 42,544 | 38.5% | $92.32万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $332.52万 | 0.07% | 63,001 | -3,851 | -5.8% | -$20.33万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $334.87万 | 0.07% | 171,027 | 153,698 | 886.9% | $300.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $336.50万 | 0.07% | 54,929 | 5,373 | 10.8% | $32.92万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $336.65万 | 0.07% | 104,703 | 104,703 | — | $336.65万 | 新建仓 |
| FDG | AMERICAN CENTY ETF TR | $339.21万 | 0.07% | 29,742 | -64 | -0.2% | -$7,299 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $342.58万 | 0.07% | 7,396 | 692 | 10.3% | $32.05万 | 加仓 |
| IWB | ISHARES TR | $344.47万 | 0.07% | 9,661 | 958 | 11.0% | $34.16万 | 加仓 |
| FTNT | FORTINET INC | $346.17万 | 0.07% | 42,360 | -35,241 | -45.4% | -$287.99万 | 减仓 |
| UL | UNILEVER PLC | $347.02万 | 0.07% | 60,912 | 8,490 | 16.2% | $48.37万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $347.03万 | 0.07% | 220,758 | -714 | -0.3% | -$1.12万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $347.09万 | 0.07% | 71,831 | 6,695 | 10.3% | $32.35万 | 加仓 |
| O | REALTY INCOME CORP | $347.21万 | 0.07% | 56,753 | 203 | 0.4% | $1.24万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $348.00万 | 0.07% | 102,216 | 11,319 | 12.5% | $38.54万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $349.73万 | 0.07% | 12,325 | 3,234 | 35.6% | $91.77万 | 加仓 |
| CI | THE CIGNA GROUP | $350.64万 | 0.07% | 13,145 | -454 | -3.3% | -$12.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $353.32万 | 0.07% | 94,801 | -27 | -0.0% | -$1,006 | 减仓 |
| ICLN | ISHARES TR | $354.45万 | 0.07% | 193,795 | -9,100 | -4.5% | -$16.64万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $355.11万 | 0.07% | 127,507 | 6,550 | 5.4% | $18.24万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $356.00万 | 0.07% | 49,576 | -295 | -0.6% | -$2.12万 | 减仓 |
| PEP | PEPSICO INC | $356.92万 | 0.07% | 22,984 | -187 | -0.8% | -$2.90万 | 减仓 |
| MRK | MERCK & CO INC | $357.18万 | 0.07% | 29,693 | 1,657 | 5.9% | $19.93万 | 加仓 |
| ASML | ASML HLDG NV | $358.34万 | 0.07% | 2,713 | 624 | 29.9% | $82.42万 | 加仓 |
| PSX | PHILLIPS 66 | $359.24万 | 0.07% | 19,719 | 10,038 | 103.7% | $182.87万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $359.36万 | 0.07% | 93,534 | -10,439 | -10.0% | -$40.11万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $360.19万 | 0.07% | 16,858 | -157 | -0.9% | -$3.35万 | 减仓 |
| — | HONEYWELL INTL INC | $362.03万 | 0.08% | 16,017 | 140 | 0.9% | $3.16万 | 加仓 |
| SCZ | ISHARES TR | $362.59万 | 0.08% | 46,243 | 537 | 1.2% | $4.21万 | 加仓 |
| UNP | UNION PAC CORP | $364.05万 | 0.08% | 15,005 | -4,695 | -23.8% | -$113.91万 | 减仓 |
| MO | ALTRIA GROUP INC | $364.54万 | 0.08% | 55,242 | -6,602 | -10.7% | -$43.57万 | 减仓 |
| IGEB | ISHARES TR | $366.19万 | 0.08% | 81,267 | -14,119 | -14.8% | -$63.62万 | 减仓 |
| AMLP | ALPS ETF TR | $366.64万 | 0.08% | 69,651 | -18,252 | -20.8% | -$96.08万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $369.92万 | 0.08% | 49,198 | 1,528 | 3.2% | $11.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $372.54万 | 0.08% | 17,148 | 5,250 | 44.1% | $114.06万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $374.56万 | 0.08% | 11,685 | 3,164 | 37.1% | $101.42万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $375.02万 | 0.08% | 56,090 | 14,200 | 33.9% | $94.94万 | 加仓 |
| ETN | EATON CORP PLC | $376.48万 | 0.08% | 10,526 | 2,316 | 28.2% | $82.84万 | 加仓 |
| TIP | ISHARES TR | $377.52万 | 0.08% | 34,208 | -42 | -0.1% | -$4,635 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $379.94万 | 0.08% | 96,235 | 8,931 | 10.2% | $35.26万 | 加仓 |
| BLK | BLACKROCK INC | $381.22万 | 0.08% | 3,964 | 1,875 | 89.8% | $180.32万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $381.88万 | 0.08% | 6,487 | 4,703 | 263.6% | $276.86万 | 加仓 |
| ETR | ENTERGY CORP NEW | $381.98万 | 0.08% | 33,996 | 36 | 0.1% | $4,045 | 加仓 |
| SDOG | ALPS ETF TR | $382.34万 | 0.08% | 58,789 | -3,956 | -6.3% | -$25.73万 | 减仓 |
| KKR | KKR & CO INC | $382.65万 | 0.08% | 41,368 | 1,836 | 4.6% | $16.98万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $385.51万 | 0.08% | 41,744 | -656 | -1.5% | -$6.06万 | 减仓 |
| MUB | ISHARES TR | $387.14万 | 0.08% | 36,471 | 3,485 | 10.6% | $36.99万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $387.28万 | 0.08% | 91,061 | -30 | -0.0% | -$1,276 | 减仓 |
| SMH | VANECK ETF TRUST | $392.95万 | 0.08% | 10,249 | -529 | -4.9% | -$20.28万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $396.14万 | 0.08% | 84,592 | 3,928 | 4.9% | $18.39万 | 加仓 |
| AMAT | APPLIED MATLS INC | $397.19万 | 0.08% | 11,621 | -6,897 | -37.2% | -$235.73万 | 减仓 |
| CWB | SPDR SERIES TRUST | $400.89万 | 0.08% | 43,804 | 1,761 | 4.2% | $16.12万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $400.95万 | 0.08% | 86,448 | 21,111 | 32.3% | $97.91万 | 加仓 |
| HYDB | ISHARES TR | $401.59万 | 0.08% | 86,326 | 23,446 | 37.3% | $109.07万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $402.39万 | 0.08% | 5,898 | -135 | -2.2% | -$9.21万 | 减仓 |
| IEI | ISHARES TR | $402.50万 | 0.08% | 33,938 | 8,047 | 31.1% | $95.44万 | 加仓 |
| DGRO | ISHARES TR | $404.16万 | 0.08% | 57,589 | -2,291 | -3.8% | -$16.08万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $406.82万 | 0.08% | 105,462 | 20,149 | 23.6% | $77.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $408.17万 | 0.08% | 14,213 | 1,717 | 13.7% | $49.31万 | 加仓 |
| LDUR | PIMCO ETF TR | $409.76万 | 0.08% | 42,764 | 10,594 | 32.9% | $101.51万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $410.22万 | 0.09% | 175,908 | 10,721 | 6.5% | $25.00万 | 加仓 |