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
ADI ANALOG DEVICES INC $210.50万0.04%5,300 -99-1.8% -$3.93万 减仓
MEAR ISHARES U S ETF TR $210.55万0.04%41,793 2,4606.3% $12.39万 加仓
SPYV SPDR SERIES TRUST $211.01万0.04%34,712 1,2153.6% $7.39万 加仓
CAIE CALAMOS ETF TR $212.29万0.04%78,018 3,0294.0% $8.24万 加仓
MBB ISHARES TR $214.78万0.04%22,723 -175-0.8% -$1.65万 减仓
GLDM WORLD GOLD TR $215.69万0.04%27,158 1,2554.8% $9.97万 加仓
CAH CARDINAL HEALTH INC $217.99万0.04%9,176 1,09513.6% $26.01万 加仓
NOC NORTHROP GRUMMAN CORP $218.39万0.04%4,288 -1,610-27.3% -$82.00万 减仓
EZU ISHARES INC $218.86万0.04%31,491 1,4674.9% $10.20万 加仓
CGSD CAPITAL GRP FIXED INCM ETF T $219.94万0.04%85,481 -248-0.3% -$6,381 减仓
OAKM HARRIS OAKMARK ETF TRUST $221.04万0.04%78,467 -1,514-1.9% -$4.26万 减仓
BE BLOOM ENERGY CORP $221.43万0.04%7,315 -2,268-23.7% -$68.65万 减仓
XLY SELECT SECTOR SPDR TR $221.48万0.04%18,885 1,1606.5% $13.60万 加仓
IMTB ISHARES TR $222.38万0.04%50,992 50,992— $222.38万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $222.47万0.04%24,760 -3,525-12.5% -$31.67万 减仓
RECS COLUMBIA ETF TR I $222.74万0.04%51,466 51,35245,045.6% $222.25万 加仓
XME SPDR SERIES TRUST $222.75万0.04%20,831 6363.1% $6.80万 加仓
HYG ISHARES TR $223.22万0.04%27,913 4481.6% $3.58万 加仓
IQDG WISDOMTREE TR $223.68万0.04%51,923 -61-0.1% -$2,628 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $224.07万0.04%2,322 43723.2% $42.17万 加仓
— NEOS ETF TRUST $224.96万0.04%40,325 1,9165.0% $10.69万 加仓
FENI FIDELITY COVINGTON TRUST $224.97万0.04%56,060 2,3254.3% $9.33万 加仓
DFSD DIMENSIONAL ETF TRUST $226.11万0.04%47,352 5951.3% $2.84万 加仓
DFAE DIMENSIONAL ETF TRUST $226.71万0.04%56,381 4,7119.1% $18.94万 加仓
LIN LINDE PLC $226.72万0.04%4,369 -1,795-29.1% -$93.15万 减仓
COKE COCA COLA CONS INC $227.61万0.04%11,922 5945.2% $11.34万 加仓
MP MP MATERIALS CORP $227.83万0.04%40,676 5,41915.4% $30.35万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $228.89万0.04%28,824 3,48013.7% $27.63万 加仓
VBIL VANGUARD INSTL INDEX FD $230.43万0.04%30,448 -50-0.2% -$3,784 减仓
CGIE CAPITAL GROUP INTERNATIONAL $230.92万0.04%62,784 26,31672.2% $96.79万 加仓
JANW AIM ETF PRODUCTS TRUST $231.75万0.04%59,923 -189-0.3% -$7,310 减仓
GBIL GOLDMAN SACHS ETF TR $233.75万0.04%23,338 20,442705.9% $204.75万 加仓
SHLD GLOBAL X FDS $234.05万0.04%39,198 6,91921.4% $41.31万 加仓
EXEL EXELIXIS INC $234.51万0.04%43,101 -349-0.8% -$1.90万 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $235.25万0.04%41,236 1,3673.4% $7.80万 加仓
BOND PIMCO ETF TR $236.67万0.04%25,666 -956-3.6% -$8.82万 减仓
TDG TRANSDIGM GROUP INC $237.24万0.04%1,781 432.5% $5.73万 加仓
FTEC FIDELITY COVINGTON TRUST $238.92万0.04%8,366 -762-8.3% -$21.76万 减仓
INTF ISHARES TR $239.29万0.04%58,421 -2,544-4.2% -$10.42万 减仓
VKTX VIKING THERAPEUTICS INC $240.36万0.04%61,616 1,0431.7% $4.07万 加仓
QCOM QUALCOMM INC $242.44万0.04%13,120 -3,513-21.1% -$64.92万 减仓
FPE FIRST TR EXCH TRADED FD III $242.58万0.04%135,670 18,50215.8% $33.08万 加仓
EWJ ISHARES INC $242.59万0.04%26,009 5502.2% $5.13万 加仓
CTAS CINTAS CORP $242.99万0.04%14,287 2,43520.5% $41.41万 加仓
SBUX STARBUCKS CORP $244.08万0.04%23,885 -9,917-29.3% -$101.34万 减仓
TPSC TIMOTHY PLAN $245.43万0.04%51,150 9842.0% $4.72万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $246.46万0.04%29,877 8,00436.6% $66.03万 加仓
BNDX VANGUARD CHARLOTTE FDS $247.89万0.04%51,185 12,22031.4% $59.18万 加仓
HRI HERC HLDGS INC $248.74万0.04%17,353 5,14242.1% $73.71万 加仓
ARTY ISHARES TR $249.67万0.05%32,782 -7,276-18.2% -$55.41万 减仓
GQGU ADVISORS INNER CIRCLE FD III $253.78万0.05%99,912 14,15416.5% $35.95万 加仓
DGX QUEST DIAGNOSTICS INC $254.45万0.05%12,005 -467-3.7% -$9.90万 减仓
APP APPLOVIN CORP $256.07万0.05%4,970 2795.9% $14.37万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $256.16万0.05%13,359 2,02317.8% $38.79万 加仓
IDV ISHARES TR $256.35万0.05%61,875 5,94610.6% $24.63万 加仓
EPD ENTERPRISE PRODS PARTNERS L $258.34万0.05%70,278 1,2261.8% $4.51万 加仓
BA BOEING CO $259.11万0.05%11,970 9688.8% $20.95万 加仓
CMI CUMMINS INC $259.47万0.05%3,638 702.0% $4.99万 加仓
VYMI VANGUARD WHITEHALL FDS $259.48万0.05%26,424 2,54710.7% $25.01万 加仓
TMO THERMO FISHER SCIENTIFIC INC $261.46万0.05%5,215 -76-1.4% -$3.81万 减仓
LOW LOWES COS INC $262.69万0.05%11,914 1,98620.0% $43.79万 加仓
XLF SELECT SECTOR SPDR TR $264.63万0.05%49,363 8,60921.1% $46.15万 加仓
VPLS VANGUARD MALVERN FDS $264.71万0.05%34,123 5101.5% $3.96万 加仓
XAR SPDR SERIES TRUST $265.74万0.05%9,364 8169.5% $23.16万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $266.09万0.05%56,687 4,7259.1% $22.18万 加仓
BLOK AMPLIFY ETF TR $266.38万0.05%42,533 2210.5% $1.38万 加仓
RSI RUSH STREET INTERACTIVE INC $267.01万0.05%89,782 -14,534-13.9% -$43.22万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $271.16万0.05%91,238 48,679114.4% $144.67万 加仓
DFUV DIMENSIONAL ETF TRUST $271.54万0.05%49,362 6,64215.5% $36.54万 加仓
FSMB FIRST TR EXCH TRADED FD III $272.13万0.05%136,134 -1,112-0.8% -$2.22万 减仓
WM WASTE MGMT INC DEL $276.97万0.05%12,427 1,0499.2% $23.38万 加仓
ETR ENTERGY CORP NEW $277.12万0.05%24,127 -9,869-29.0% -$113.36万 减仓
ONEQ FIDELITY COMWLTH TR $278.44万0.05%26,975 3321.2% $3.43万 加仓
CASY CASEYS GEN STORES INC $279.05万0.05%3,511 49316.3% $39.18万 加仓
TWIN TWIN DISC INC $279.23万0.05%120,357 2,3682.0% $5.49万 加仓
PEY INVESCO EXCHANGE TRADED FD T $279.48万0.05%120,570 -2,421-2.0% -$5.61万 减仓
HGER HARBOR ETF TRUST $282.00万0.05%96,115 3,6033.9% $10.57万 加仓
DFCF DIMENSIONAL ETF TRUST $282.22万0.05%66,860 7,23812.1% $30.55万 加仓
PMAY INNOVATOR ETFS TRUST $284.52万0.05%68,892 2,4583.7% $10.15万 加仓
ICSH ISHARES TR $285.45万0.05%56,435 25,26681.1% $127.80万 加仓
IBDW ISHARES TR $285.60万0.05%137,046 -2,727-2.0% -$5.68万 减仓
DLR DIGITAL RLTY TR INC $286.65万0.05%15,962 -154-1.0% -$2.77万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $287.94万0.05%10,877 -254-2.3% -$6.72万 减仓
EFV ISHARES TR $288.00万0.05%37,623 -32,458-46.3% -$248.47万 减仓
JPIB J P MORGAN EXCHANGE TRADED F $288.37万0.05%59,642 59,44229,721.0% $287.40万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $288.68万0.05%42,118 -4,268-9.2% -$29.25万 减仓
IWD ISHARES TR $288.81万0.05%11,913 -247-2.0% -$5.99万 减仓
SNDK SANDISK CORP $292.40万0.05%1,286 -160-11.1% -$36.38万 减仓
IWS ISHARES TR $295.70万0.05%17,965 3,30622.6% $54.42万 加仓
AMGN AMGEN INC $297.52万0.05%8,216 6438.5% $23.28万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $297.58万0.05%51,634 1,0172.0% $5.86万 加仓
THRO BLACKROCK ETF TRUST $297.81万0.05%69,082 -10,548-13.2% -$45.47万 减仓
CEG CONSTELLATION ENERGY CORP $299.81万0.05%12,071 2,51226.3% $62.39万 加仓
MNST MONSTER BEVERAGE CORP NEW $300.56万0.05%31,269 4,57117.1% $43.94万 加仓
POCT INNOVATOR ETFS TRUST $301.90万0.05%65,050 -130-0.2% -$6,033 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $302.00万0.05%31,898 -6,099-16.1% -$57.74万 减仓
IBIT ISHARES BITCOIN TRUST ETF $302.53万0.05%90,878 -2,656-2.8% -$8.84万 减仓
VPU VANGUARD WORLD FD $303.77万0.05%15,520 2,17216.3% $42.51万 加仓
CAG CONAGRA BRANDS INC $304.95万0.06%226,563 5,8052.6% $7.81万 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $305.39万0.06%147,458 15,77312.0% $32.67万 加仓