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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $417.10万 | 0.09% | 14,533 | -785 | -5.1% | -$22.53万 | 减仓 |
| IBTI | ISHARES TR | $417.18万 | 0.09% | 187,219 | 2,489 | 1.3% | $5.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $424.70万 | 0.09% | 12,571 | -1,383 | -9.9% | -$46.72万 | 减仓 |
| MTUM | ISHARES TR | $425.57万 | 0.09% | 17,733 | -1,099 | -5.8% | -$26.37万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $428.18万 | 0.09% | 85,091 | 85,091 | — | $428.18万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $428.74万 | 0.09% | 142,344 | 4,073 | 2.9% | $12.27万 | 加仓 |
| GE | GE AEROSPACE | $429.80万 | 0.09% | 15,146 | -1,043 | -6.4% | -$29.60万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $429.93万 | 0.09% | 233,911 | 166,184 | 245.4% | $305.45万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $432.90万 | 0.09% | 80,509 | 5,814 | 7.8% | $31.26万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $434.43万 | 0.09% | 79,088 | 16,937 | 27.3% | $93.03万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $434.72万 | 0.09% | 9,186 | 963 | 11.7% | $45.57万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $434.85万 | 0.09% | 139,175 | -1,284 | -0.9% | -$4.01万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $436.60万 | 0.09% | 95,327 | -1,640 | -1.7% | -$7.51万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $437.90万 | 0.09% | 77,258 | 388 | 0.5% | $2.20万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $441.47万 | 0.09% | 88,083 | 49,508 | 128.3% | $248.13万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $444.71万 | 0.09% | 75,657 | 579 | 0.8% | $3.40万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $455.84万 | 0.09% | 46,335 | 1,457 | 3.2% | $14.33万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $456.57万 | 0.09% | 38,963 | 3,630 | 10.3% | $42.54万 | 加仓 |
| MDT | MEDTRONIC PLC | $458.77万 | 0.10% | 52,945 | -4,342 | -7.6% | -$37.62万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $458.81万 | 0.10% | 78,779 | 9,085 | 13.0% | $52.91万 | 加仓 |
| PPL | PPL CORP | $459.86万 | 0.10% | 120,383 | -26,771 | -18.2% | -$102.27万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $465.37万 | 0.10% | 114,792 | 2,159 | 1.9% | $8.75万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $465.89万 | 0.10% | 188,240 | 2,189 | 1.2% | $5.42万 | 加仓 |
| NTR | NUTRIEN LTD | $468.39万 | 0.10% | 62,071 | 6,684 | 12.1% | $50.44万 | 加仓 |
| EMB | ISHARES TR | $468.66万 | 0.10% | 49,895 | 8,555 | 20.7% | $80.36万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $469.24万 | 0.10% | 107,084 | -1,425 | -1.3% | -$6.24万 | 减仓 |
| DIS | DISNEY WALT CO | $471.05万 | 0.10% | 48,874 | 4,141 | 9.3% | $39.91万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $473.55万 | 0.10% | 185,341 | 52,389 | 39.4% | $133.85万 | 加仓 |
| MGK | VANGUARD WORLD FD | $477.16万 | 0.10% | 12,986 | -186 | -1.4% | -$6.83万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $485.79万 | 0.10% | 327,791 | 53,105 | 19.3% | $78.70万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $487.16万 | 0.10% | 49,756 | 13,749 | 38.2% | $134.62万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $487.19万 | 0.10% | 20,503 | -3,973 | -16.2% | -$94.41万 | 减仓 |
| DE | DEERE & CO | $489.79万 | 0.10% | 8,695 | -674 | -7.2% | -$37.97万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $491.35万 | 0.10% | 106,515 | 7,147 | 7.2% | $32.97万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $499.19万 | 0.10% | 194,844 | 59,200 | 43.6% | $151.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $500.64万 | 0.10% | 62,886 | 4,227 | 7.2% | $33.65万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $511.02万 | 0.11% | 55,019 | 3,672 | 7.2% | $34.11万 | 加仓 |
| XSOE | WISDOMTREE TR | $518.52万 | 0.11% | 129,306 | 20,843 | 19.2% | $83.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $518.75万 | 0.11% | 11,253 | 8,168 | 264.8% | $376.54万 | 加仓 |
| EFV | ISHARES TR | $521.05万 | 0.11% | 70,081 | -2,152 | -3.0% | -$16.00万 | 减仓 |
| IWF | ISHARES TR | $522.04万 | 0.11% | 12,243 | 397 | 3.4% | $16.93万 | 加仓 |
| KO | COCA COLA CO | $522.17万 | 0.11% | 68,661 | 2,799 | 4.2% | $21.29万 | 加仓 |
| INTC | INTEL CORP | $523.40万 | 0.11% | 118,605 | -18,131 | -13.3% | -$80.01万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $524.55万 | 0.11% | 155,330 | 38,011 | 32.4% | $128.36万 | 加仓 |
| GEV | GE VERNOVA INC | $531.07万 | 0.11% | 6,084 | 359 | 6.3% | $31.34万 | 加仓 |
| PAAA | PGIM ETF TR | $534.68万 | 0.11% | 104,471 | 41,174 | 65.0% | $210.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $535.33万 | 0.11% | 17,698 | 7,998 | 82.5% | $241.92万 | 加仓 |
| MCK | MCKESSON CORP | $536.52万 | 0.11% | 6,200 | 1,565 | 33.8% | $135.43万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $537.48万 | 0.11% | 18,427 | 2,965 | 19.2% | $86.48万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $540.97万 | 0.11% | 68,244 | 5,200 | 8.2% | $41.22万 | 加仓 |
| IBDV | ISHARES TR | $542.01万 | 0.11% | 247,605 | 20,092 | 8.8% | $43.98万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $543.20万 | 0.11% | 119,070 | 4,403 | 3.8% | $20.09万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $550.47万 | 0.11% | 189,296 | -4,718 | -2.4% | -$13.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $552.02万 | 0.11% | 42,158 | -2,778 | -6.2% | -$36.38万 | 减仓 |
| IJS | ISHARES TR | $556.32万 | 0.12% | 46,967 | 508 | 1.1% | $6.02万 | 加仓 |
| ADBE | ADOBE INC | $557.29万 | 0.12% | 22,926 | 1,534 | 7.2% | $37.29万 | 加仓 |
| PFE | PFIZER INC | $562.71万 | 0.12% | 200,397 | -9,475 | -4.5% | -$26.61万 | 减仓 |
| DOW | DOW HLDGS INC | $565.80万 | 0.12% | 135,847 | -13,107 | -8.8% | -$54.59万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $566.11万 | 0.12% | 27,508 | 26,722 | 3,399.7% | $549.94万 | 加仓 |
| INFL | LISTED FDS TR | $570.68万 | 0.12% | 109,620 | -3,584 | -3.2% | -$18.66万 | 减仓 |
| NOW | SERVICENOW INC | $572.25万 | 0.12% | 54,735 | 32,563 | 146.9% | $340.45万 | 加仓 |
| USFR | WISDOMTREE TR | $585.94万 | 0.12% | 116,396 | 70,648 | 154.4% | $355.64万 | 加仓 |
| CRM | SALESFORCE INC | $588.72万 | 0.12% | 31,538 | 8,445 | 36.6% | $157.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $590.60万 | 0.12% | 57,524 | 1,483 | 2.6% | $15.23万 | 加仓 |
| GDX | VANECK ETF TRUST | $596.75万 | 0.12% | 65,027 | 841 | 1.3% | $7.72万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $599.72万 | 0.12% | 63,814 | 13,329 | 26.4% | $125.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $602.38万 | 0.12% | 120,742 | 6,734 | 5.9% | $33.60万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $602.55万 | 0.12% | 125,779 | 295 | 0.2% | $1.41万 | 加仓 |
| IBB | ISHARES TR | $605.72万 | 0.13% | 35,873 | 15,387 | 75.1% | $259.81万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $608.93万 | 0.13% | 37,651 | 1,137 | 3.1% | $18.39万 | 加仓 |
| IGV | ISHARES TR | $609.48万 | 0.13% | 76,137 | 70,570 | 1,267.6% | $564.91万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $612.89万 | 0.13% | 101,409 | 1,164 | 1.2% | $7.03万 | 加仓 |
| MGC | VANGUARD WORLD FD | $613.80万 | 0.13% | 25,970 | -86 | -0.3% | -$2.03万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $616.85万 | 0.13% | 132,942 | 52,668 | 65.6% | $244.38万 | 加仓 |
| IBDU | ISHARES TR | $618.52万 | 0.13% | 265,916 | 29,483 | 12.5% | $68.58万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $621.30万 | 0.13% | 6,940 | -635 | -8.4% | -$56.85万 | 减仓 |
| IWY | ISHARES TR | $634.07万 | 0.13% | 25,481 | -5,951 | -18.9% | -$148.08万 | 减仓 |
| GLW | CORNING INC | $637.21万 | 0.13% | 46,864 | -10,902 | -18.9% | -$148.23万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $639.03万 | 0.13% | 113,485 | 20,754 | 22.4% | $116.87万 | 加仓 |
| STIP | ISHARES TR | $639.19万 | 0.13% | 61,799 | 12,839 | 26.2% | $132.79万 | 加仓 |
| IYW | ISHARES TR | $641.95万 | 0.13% | 35,385 | -685 | -1.9% | -$12.43万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $648.13万 | 0.13% | 61,709 | -3,430 | -5.3% | -$36.03万 | 减仓 |
| SHV | ISHARES TR | $649.87万 | 0.13% | 58,870 | -14,021 | -19.2% | -$154.78万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $652.11万 | 0.14% | 139,014 | 10,925 | 8.5% | $51.25万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $656.63万 | 0.14% | 368,685 | 39,677 | 12.1% | $70.66万 | 加仓 |
| DVY | ISHARES TR | $657.39万 | 0.14% | 43,418 | 1,509 | 3.6% | $22.85万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $660.24万 | 0.14% | 130,793 | 27,989 | 27.2% | $141.29万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $661.58万 | 0.14% | 315,638 | 83,806 | 36.1% | $175.66万 | 加仓 |
| IUSB | ISHARES TR | $661.90万 | 0.14% | 143,299 | 1,033 | 0.7% | $4.77万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $667.03万 | 0.14% | 154,655 | 17,636 | 12.9% | $76.06万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $667.98万 | 0.14% | 60,897 | 1,971 | 3.3% | $21.62万 | 加仓 |
| VHT | VANGUARD WORLD FD | $669.25万 | 0.14% | 24,575 | 5,890 | 31.5% | $160.40万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $686.12万 | 0.14% | 206,538 | 9,280 | 4.7% | $30.83万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $689.86万 | 0.14% | 193,835 | 129,190 | 199.8% | $459.79万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $691.57万 | 0.14% | 92,086 | -2,725 | -2.9% | -$20.46万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $694.28万 | 0.14% | 138,718 | 12,333 | 9.8% | $61.73万 | 加仓 |
| ORCL | ORACLE CORP | $702.10万 | 0.15% | 47,726 | 1,284 | 2.8% | $18.89万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $704.13万 | 0.15% | 56,416 | 2,048 | 3.8% | $25.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $713.83万 | 0.15% | 18,284 | 1,633 | 9.8% | $63.75万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $716.72万 | 0.15% | 8,472 | 3,955 | 87.6% | $334.59万 | 加仓 |