IFP Advisors, Inc
TAMPA FL · SEC CIK 0001641866
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | $307.28万 | 0.06% | 11,802 | -436 | -3.6% | -$11.35万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $307.59万 | 0.06% | 165,816 | -202,869 | -55.0% | -$376.32万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $307.68万 | 0.06% | 91,873 | 9,632 | 11.7% | $32.26万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $315.14万 | 0.06% | 62,877 | 2,801 | 4.7% | $14.04万 | 加仓 |
| IMTM | ISHARES TR | $315.74万 | 0.06% | 59,205 | 3,939 | 7.1% | $21.01万 | 加仓 |
| CB | CHUBB LIMITED | $318.46万 | 0.06% | 9,346 | 4,014 | 75.3% | $136.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $318.55万 | 0.06% | 33,014 | 3,483 | 11.8% | $33.61万 | 加仓 |
| IDEV | ISHARES TR | $321.12万 | 0.06% | 36,077 | 878 | 2.5% | $7.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $322.25万 | 0.06% | 9,097 | 334 | 3.8% | $11.83万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $322.82万 | 0.06% | 78,747 | 7,253 | 10.1% | $29.73万 | 加仓 |
| PSX | PHILLIPS 66 | $324.96万 | 0.06% | 19,223 | -496 | -2.5% | -$8.38万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $327.66万 | 0.06% | 63,809 | 4,876 | 8.3% | $25.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $329.13万 | 0.06% | 57,120 | 4,844 | 9.3% | $27.91万 | 加仓 |
| IWB | ISHARES TR | $329.36万 | 0.06% | 8,043 | -1,618 | -16.7% | -$66.26万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $330.41万 | 0.06% | 64,786 | 362 | 0.6% | $1.85万 | 加仓 |
| GOVT | ISHARES TR | $331.06万 | 0.06% | 145,329 | 44,268 | 43.8% | $100.84万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $331.40万 | 0.06% | 13,369 | 279 | 2.1% | $6.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $334.31万 | 0.06% | 149,983 | 5,553 | 3.8% | $12.38万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $334.44万 | 0.06% | 173,194 | 2,167 | 1.3% | $4.18万 | 加仓 |
| TLTW | ISHARES TR | $334.98万 | 0.06% | 149,948 | 5,170 | 3.6% | $11.55万 | 加仓 |
| XBI | SPDR SERIES TRUST | $335.36万 | 0.06% | 21,192 | 3,590 | 20.4% | $56.81万 | 加仓 |
| SO | SOUTHERN CO | $338.95万 | 0.06% | 35,414 | 1,129 | 3.3% | $10.81万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $340.28万 | 0.06% | 4,054 | -342 | -7.8% | -$28.71万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $341.17万 | 0.06% | 82,707 | 6,510 | 8.5% | $26.85万 | 加仓 |
| USFR | WISDOMTREE TR | $342.97万 | 0.06% | 68,117 | -48,279 | -41.5% | -$243.08万 | 减仓 |
| FEOE | RBB FUND TRUST | $343.40万 | 0.06% | 64,308 | 7,422 | 13.0% | $39.63万 | 加仓 |
| FRDM | EA SERIES TRUST | $347.57万 | 0.06% | 47,678 | 21,035 | 79.0% | $153.35万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $349.63万 | 0.06% | 14,200 | 5,200 | 57.8% | $128.03万 | 加仓 |
| IHDG | WISDOMTREE TR | $350.26万 | 0.06% | 66,869 | 7,658 | 12.9% | $40.11万 | 加仓 |
| MO | ALTRIA GROUP INC | $351.46万 | 0.06% | 48,848 | -6,394 | -11.6% | -$46.00万 | 减仓 |
| O | REALTY INCOME CORP | $351.49万 | 0.06% | 56,729 | -24 | -0.0% | -$1,487 | 减仓 |
| IQV | IQVIA HLDGS INC | $353.61万 | 0.06% | 18,301 | 1,571 | 9.4% | $30.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $357.61万 | 0.06% | 58,185 | 2,397 | 4.3% | $14.73万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $357.88万 | 0.06% | 49,513 | 4,246 | 9.4% | $30.69万 | 加仓 |
| COHR | COHERENT CORP | $357.98万 | 0.06% | 9,075 | -600 | -6.2% | -$23.67万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $358.26万 | 0.06% | 66,320 | 3,319 | 5.3% | $17.93万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $358.28万 | 0.06% | 71,129 | 19,474 | 37.7% | $98.09万 | 加仓 |
| AMLP | ALPS ETF TR | $358.49万 | 0.06% | 69,139 | -512 | -0.7% | -$2.65万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $358.49万 | 0.06% | 10,711 | -3,553 | -24.9% | -$118.92万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $358.59万 | 0.06% | 18,506 | -1,869 | -9.2% | -$36.22万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $359.79万 | 0.06% | 53,255 | 5,176 | 10.8% | $34.97万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $361.82万 | 0.07% | 95,067 | 13,341 | 16.3% | $50.78万 | 加仓 |
| PEP | PEPSICO INC | $362.01万 | 0.07% | 26,736 | 3,752 | 16.3% | $50.80万 | 加仓 |
| CI | THE CIGNA GROUP | $362.02万 | 0.07% | 13,132 | -13 | -0.1% | -$3,584 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $367.83万 | 0.07% | 23,436 | 18,418 | 367.0% | $289.07万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $368.57万 | 0.07% | 39,243 | 5,854 | 17.5% | $54.98万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $369.40万 | 0.07% | 90,190 | -6,045 | -6.3% | -$24.76万 | 减仓 |
| ICLN | ISHARES TR | $369.91万 | 0.07% | 180,531 | -13,264 | -6.8% | -$27.18万 | 减仓 |
| SLQD | ISHARES TR | $370.54万 | 0.07% | 73,563 | 13,909 | 23.3% | $70.06万 | 加仓 |
| DOW | DOW HLDGS INC | $371.09万 | 0.07% | 135,634 | -213 | -0.2% | -$5,828 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $371.68万 | 0.07% | 7,115 | -281 | -3.8% | -$14.68万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $372.85万 | 0.07% | 9,563 | 377 | 4.1% | $14.70万 | 加仓 |
| — | HONEYWELL INTL INC | $374.02万 | 0.07% | 16,107 | 230 | 1.4% | $5.34万 | 重新持有 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $375.26万 | 0.07% | 117,309 | 9,135 | 8.4% | $29.22万 | 加仓 |
| KKR | KKR & CO INC | $375.36万 | 0.07% | 40,898 | -470 | -1.1% | -$4.31万 | 减仓 |
| MTZ | MASTEC INC | $375.58万 | 0.07% | 9,027 | -811 | -8.2% | -$33.74万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $375.96万 | 0.07% | 127,271 | 41,797 | 48.9% | $123.47万 | 加仓 |
| SCZ | ISHARES TR | $380.26万 | 0.07% | 46,221 | -22 | -0.0% | -$1,810 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $383.42万 | 0.07% | 75,925 | 18,443 | 32.1% | $93.14万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $385.75万 | 0.07% | 96,054 | 1,253 | 1.3% | $5.03万 | 加仓 |
| RNG | RINGCENTRAL INC | $386.17万 | 0.07% | 99,068 | 95,396 | 2,597.9% | $371.85万 | 加仓 |
| LDUR | PIMCO ETF TR | $390.09万 | 0.07% | 40,800 | -1,964 | -4.6% | -$18.78万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $390.84万 | 0.07% | 40,377 | -1,367 | -3.3% | -$13.23万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $391.96万 | 0.07% | 56,740 | 650 | 1.2% | $4.49万 | 加仓 |
| SYY | SYSCO CORP | $393.48万 | 0.07% | 47,078 | 2,652 | 6.0% | $22.17万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $393.88万 | 0.07% | 83,520 | -2,928 | -3.4% | -$13.81万 | 减仓 |
| MDT | MEDTRONIC PLC | $394.48万 | 0.07% | 50,426 | -2,519 | -4.8% | -$19.71万 | 减仓 |
| C | CITIGROUP INC | $395.51万 | 0.07% | 28,259 | -971 | -3.3% | -$13.59万 | 减仓 |
| MRK | MERCK & CO INC | $397.00万 | 0.07% | 30,895 | 1,202 | 4.0% | $15.45万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $398.24万 | 0.07% | 107,625 | 5,409 | 5.3% | $20.01万 | 加仓 |
| TIP | ISHARES TR | $401.05万 | 0.07% | 36,649 | 2,441 | 7.1% | $26.71万 | 加仓 |
| UL | UNILEVER PLC | $402.18万 | 0.07% | 66,896 | 5,984 | 9.8% | $35.98万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $403.69万 | 0.07% | 79,607 | 19,100 | 31.6% | $96.86万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $405.51万 | 0.07% | 11,777 | 92 | 0.8% | $3.17万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $406.62万 | 0.07% | 64,655 | -11,002 | -14.5% | -$69.19万 | 减仓 |
| EPU | ISHARES TR | $408.49万 | 0.07% | 48,921 | 48,921 | — | $408.49万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $413.57万 | 0.07% | 30,490 | -64,837 | -68.0% | -$879.45万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $415.98万 | 0.08% | 91,376 | 315 | 0.3% | $1.43万 | 加仓 |
| SDOG | ALPS ETF TR | $416.87万 | 0.08% | 61,107 | 2,318 | 3.9% | $15.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $422.80万 | 0.08% | 52,476 | -4,376 | -7.7% | -$35.26万 | 减仓 |
| IEI | ISHARES TR | $425.19万 | 0.08% | 36,202 | 2,264 | 6.7% | $26.59万 | 加仓 |
| NTR | NUTRIEN LTD | $427.30万 | 0.08% | 67,879 | 5,808 | 9.4% | $36.56万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $428.05万 | 0.08% | 91,719 | -5,248 | -5.4% | -$24.49万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $428.59万 | 0.08% | 2,525 | 908 | 56.2% | $154.12万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $433.04万 | 0.08% | 43,923 | 5,563 | 14.5% | $54.85万 | 加仓 |
| HYDB | ISHARES TR | $434.85万 | 0.08% | 92,977 | 6,651 | 7.7% | $31.11万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $434.94万 | 0.08% | 32,678 | 2,936 | 9.9% | $39.08万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $435.62万 | 0.08% | 75,537 | 3,706 | 5.2% | $21.37万 | 加仓 |
| EMB | ISHARES TR | $440.28万 | 0.08% | 45,653 | -4,242 | -8.5% | -$40.91万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $442.43万 | 0.08% | 142,262 | 14,755 | 11.6% | $45.89万 | 加仓 |
| KLAC | KLA CORP | $445.78万 | 0.08% | 14,775 | -2,555 | -14.7% | -$77.09万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $447.32万 | 0.08% | 14,219 | -314 | -2.2% | -$9.88万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $447.96万 | 0.08% | 89,610 | 4,519 | 5.3% | $22.59万 | 加仓 |
| PPL | PPL CORP | $447.97万 | 0.08% | 123,238 | 2,855 | 2.4% | $10.38万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $449.81万 | 0.08% | 79,641 | 2,383 | 3.1% | $13.46万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $452.53万 | 0.08% | 16,386 | 4,140 | 33.8% | $114.33万 | 加仓 |
| MS | MORGAN STANLEY | $454.91万 | 0.08% | 21,762 | 2,185 | 11.2% | $45.68万 | 加仓 |
| — | HURCO CO | $458.06万 | 0.08% | 200,068 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $460.81万 | 0.08% | 10,814 | 288 | 2.7% | $12.27万 | 加仓 |
| CWB | SPDR SERIES TRUST | $462.04万 | 0.08% | 42,853 | -951 | -2.2% | -$10.25万 | 减仓 |