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
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 9,63211.7% $32.26万 加仓
FMF FIRST TR EXCHANGE-TRADED FD $315.14万0.06%62,877 2,8014.7% $14.04万 加仓
IMTM ISHARES TR $315.74万0.06%59,205 3,9397.1% $21.01万 加仓
CB CHUBB LIMITED $318.46万0.06%9,346 4,01475.3% $136.77万 加仓
AVEM AMERICAN CENTY ETF TR $318.55万0.06%33,014 3,48311.8% $33.61万 加仓
IDEV ISHARES TR $321.12万0.06%36,077 8782.5% $7.82万 加仓
GD GENERAL DYNAMICS CORP $322.25万0.06%9,097 3343.8% $11.83万 加仓
XBB BONDBLOXX ETF TRUST $322.82万0.06%78,747 7,25310.1% $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 4,8768.3% $25.04万 加仓
BMY BRISTOL-MYERS SQUIBB CO $329.13万0.06%57,120 4,8449.3% $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 3620.6% $1.85万 加仓
GOVT ISHARES TR $331.06万0.06%145,329 44,26843.8% $100.84万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $331.40万0.06%13,369 2792.1% $6.92万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $334.31万0.06%149,983 5,5533.8% $12.38万 加仓
LQTI FIRST TR EXCHANGE-TRADED FD $334.44万0.06%173,194 2,1671.3% $4.18万 加仓
TLTW ISHARES TR $334.98万0.06%149,948 5,1703.6% $11.55万 加仓
XBI SPDR SERIES TRUST $335.36万0.06%21,192 3,59020.4% $56.81万 加仓
SO SOUTHERN CO $338.95万0.06%35,414 1,1293.3% $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 6,5108.5% $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 7,42213.0% $39.63万 加仓
FRDM EA SERIES TRUST $347.57万0.06%47,678 21,03579.0% $153.35万 加仓
PNC PNC FINL SVCS GROUP INC $349.63万0.06%14,200 5,20057.8% $128.03万 加仓
IHDG WISDOMTREE TR $350.26万0.06%66,869 7,65812.9% $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 1,5719.4% $30.35万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $357.61万0.06%58,185 2,3974.3% $14.73万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $357.88万0.06%49,513 4,2469.4% $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 3,3195.3% $17.93万 加仓
BLCR BLACKROCK ETF TRUST $358.28万0.06%71,129 19,47437.7% $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 5,17610.8% $34.97万 加仓
FNDA SCHWAB STRATEGIC TR $361.82万0.07%95,067 13,34116.3% $50.78万 加仓
PEP PEPSICO INC $362.01万0.07%26,736 3,75216.3% $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 18,418367.0% $289.07万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $368.57万0.07%39,243 5,85417.5% $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 13,90923.3% $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 3774.1% $14.70万 加仓
— HONEYWELL INTL INC $374.02万0.07%16,107 2301.4% $5.34万 重新持有
FEM FIRST TR EXCH TRD ALPHDX FD $375.26万0.07%117,309 9,1358.4% $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 41,79748.9% $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 18,44332.1% $93.14万 加仓
— INNOVATOR ETFS TRUST $385.75万0.07%96,054 1,2531.3% $5.03万 加仓
RNG RINGCENTRAL INC $386.17万0.07%99,068 95,3962,597.9% $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 6501.2% $4.49万 加仓
SYY SYSCO CORP $393.48万0.07%47,078 2,6526.0% $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 1,2024.0% $15.45万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $398.24万0.07%107,625 5,4095.3% $20.01万 加仓
TIP ISHARES TR $401.05万0.07%36,649 2,4417.1% $26.71万 加仓
UL UNILEVER PLC $402.18万0.07%66,896 5,9849.8% $35.98万 加仓
EVTR MORGAN STANLEY ETF TRUST $403.69万0.07%79,607 19,10031.6% $96.86万 加仓
SHW SHERWIN WILLIAMS CO $405.51万0.07%11,777 920.8% $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 3150.3% $1.43万 加仓
SDOG ALPS ETF TR $416.87万0.08%61,107 2,3183.9% $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 2,2646.7% $26.59万 加仓
NTR NUTRIEN LTD $427.30万0.08%67,879 5,8089.4% $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 90856.2% $154.12万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $433.04万0.08%43,923 5,56314.5% $54.85万 加仓
HYDB ISHARES TR $434.85万0.08%92,977 6,6517.7% $31.11万 加仓
FDG AMERICAN CENTY ETF TR $434.94万0.08%32,678 2,9369.9% $39.08万 加仓
SPSM SPDR SERIES TRUST $435.62万0.08%75,537 3,7065.2% $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 14,75511.6% $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 4,5195.3% $22.59万 加仓
PPL PPL CORP $447.97万0.08%123,238 2,8552.4% $10.38万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $449.81万0.08%79,641 2,3833.1% $13.46万 加仓
NBIS NEBIUS GROUP N.V. $452.53万0.08%16,386 4,14033.8% $114.33万 加仓
MS MORGAN STANLEY $454.91万0.08%21,762 2,18511.2% $45.68万 加仓
— HURCO CO $458.06万0.08%200,068 00.0% — 不变
ETN EATON CORP PLC $460.81万0.08%10,814 2882.7% $12.27万 加仓
CWB SPDR SERIES TRUST $462.04万0.08%42,853 -951-2.2% -$10.25万 减仓