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 |
|---|---|---|---|---|---|---|---|---|
| GFI | GOLD FIELDS LTD | $717.85万 | 0.15% | 158,117 | -334,248 | -67.9% | -$1,517.49万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $718.49万 | 0.15% | 36,326 | 11,613 | 47.0% | $229.69万 | 加仓 |
| IJJ | ISHARES TR | $719.24万 | 0.15% | 54,282 | 33 | 0.1% | $4,372 | 加仓 |
| PWR | QUANTA SVCS INC | $725.53万 | 0.15% | 13,215 | 11,698 | 771.1% | $642.24万 | 加仓 |
| VLUE | ISHARES TR | $729.72万 | 0.15% | 51,320 | 9,064 | 21.5% | $128.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $731.10万 | 0.15% | 44,218 | 3,654 | 9.0% | $60.42万 | 加仓 |
| GLD | SPDR GOLD TR | $735.02万 | 0.15% | 17,082 | -5,694 | -25.0% | -$245.01万 | 减仓 |
| BIL | SPDR SERIES TRUST | $736.84万 | 0.15% | 80,406 | 32,185 | 66.7% | $294.94万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $740.09万 | 0.15% | 39,148 | 38,977 | 22,793.6% | $736.86万 | 加仓 |
| SOXX | ISHARES TR | $740.83万 | 0.15% | 22,541 | 4,375 | 24.1% | $143.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $741.16万 | 0.15% | 21,931 | 814 | 3.9% | $27.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $752.28万 | 0.16% | 163,932 | 11,105 | 7.3% | $50.96万 | 加仓 |
| COWZ | PACER FDS TR | $752.72万 | 0.16% | 120,320 | -5,099 | -4.1% | -$31.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $753.80万 | 0.16% | 12,472 | 284 | 2.3% | $17.16万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $761.46万 | 0.16% | 217,251 | -991 | -0.5% | -$3.47万 | 减仓 |
| URI | UNITED RENTALS INC | $770.31万 | 0.16% | 10,573 | 7,945 | 302.3% | $578.84万 | 加仓 |
| IBDT | ISHARES TR | $770.66万 | 0.16% | 304,247 | 57,788 | 23.4% | $146.38万 | 加仓 |
| NEM | NEWMONT CORP | $777.53万 | 0.16% | 71,827 | 3,048 | 4.4% | $32.99万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $781.84万 | 0.16% | 159,787 | -6,325 | -3.8% | -$30.95万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $799.08万 | 0.17% | 147,841 | 14,704 | 11.0% | $79.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $803.35万 | 0.17% | 33,143 | -6,656 | -16.7% | -$161.33万 | 减仓 |
| TJX | TJX COS INC NEW | $808.05万 | 0.17% | 50,598 | 1,246 | 2.5% | $19.90万 | 加仓 |
| TER | TERADYNE INC | $813.34万 | 0.17% | 27,435 | 24,704 | 904.6% | $732.37万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $821.45万 | 0.17% | 260,117 | 259,335 | 33,163.0% | $818.98万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $826.48万 | 0.17% | 355,933 | -97,984 | -21.6% | -$227.52万 | 减仓 |
| GRNY | TIDAL TRUST I | $828.16万 | 0.17% | 346,944 | 12,271 | 3.7% | $29.29万 | 加仓 |
| MINT | PIMCO ETF TR | $834.86万 | 0.17% | 83,013 | 24,017 | 40.7% | $241.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $841.02万 | 0.17% | 167,533 | 2,349 | 1.4% | $11.79万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $842.23万 | 0.17% | 86,846 | -1,970 | -2.2% | -$19.11万 | 减仓 |
| BAC | BANK AMERICA CORP | $844.44万 | 0.18% | 173,219 | 9,914 | 6.1% | $48.33万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $851.16万 | 0.18% | 124,657 | 1,126 | 0.9% | $7.69万 | 加仓 |
| TLH | ISHARES TR | $851.56万 | 0.18% | 84,547 | 44,118 | 109.1% | $444.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $860.39万 | 0.18% | 64,740 | 4,080 | 6.7% | $54.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $870.87万 | 0.18% | 35,627 | -1,061 | -2.9% | -$25.94万 | 减仓 |
| IVLU | ISHARES TR | $891.89万 | 0.18% | 224,771 | 60,354 | 36.7% | $239.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $899.12万 | 0.19% | 34,328 | -945 | -2.7% | -$24.75万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $900.70万 | 0.19% | 206,631 | 4,303 | 2.1% | $18.76万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $910.14万 | 0.19% | 175,263 | 28,716 | 19.6% | $149.12万 | 加仓 |
| IBDS | ISHARES TR | $910.85万 | 0.19% | 375,764 | 81,818 | 27.8% | $198.33万 | 加仓 |
| PULS | PGIM ETF TR | $930.75万 | 0.19% | 188,030 | 24,880 | 15.2% | $123.16万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $931.96万 | 0.19% | 198,163 | 6,328 | 3.3% | $29.76万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $941.86万 | 0.20% | 161,887 | -965 | -0.6% | -$5.61万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $943.18万 | 0.20% | 197,649 | -37,031 | -15.8% | -$176.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $959.20万 | 0.20% | 19,197 | 1,596 | 9.1% | $79.75万 | 加仓 |
| NLR | VANECK ETF TRUST | $973.15万 | 0.20% | 73,065 | 1,721 | 2.4% | $22.92万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $977.52万 | 0.20% | 216,648 | 8,297 | 4.0% | $37.44万 | 加仓 |
| FISV | FISERV INC | $980.28万 | 0.20% | 175,678 | 96,035 | 120.6% | $535.88万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $981.45万 | 0.20% | 136,445 | 74,678 | 120.9% | $537.16万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $987.15万 | 0.20% | 67,332 | 13,542 | 25.2% | $198.54万 | 加仓 |
| T | AT&T INC | $995.57万 | 0.21% | 343,417 | 20,872 | 6.5% | $60.51万 | 加仓 |
| Z | ZILLOW GROUP INC | $1,001.08万 | 0.21% | 241,924 | 168,003 | 227.3% | $695.20万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,011.57万 | 0.21% | 603,202 | -14,812 | -2.4% | -$24.84万 | 减仓 |
| IWP | ISHARES TR | $1,013.89万 | 0.21% | 79,136 | 5,049 | 6.8% | $64.69万 | 加仓 |
| CSCO | CISCO SYS INC | $1,019.03万 | 0.21% | 131,335 | 4,667 | 3.7% | $36.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,022.21万 | 0.21% | 123,530 | 55,604 | 81.9% | $460.12万 | 加仓 |
| VST | VISTRA CORP | $1,024.21万 | 0.21% | 68,131 | 60,442 | 786.1% | $908.62万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,030.92万 | 0.21% | 60,994 | -1,454 | -2.3% | -$24.58万 | 减仓 |
| AGG | ISHARES TR | $1,063.99万 | 0.22% | 107,181 | 4,518 | 4.4% | $44.85万 | 加仓 |
| MCD | MCDONALDS CORP | $1,065.39万 | 0.22% | 34,280 | 4,229 | 14.1% | $131.43万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,075.41万 | 0.22% | 213,503 | 81,890 | 62.2% | $412.48万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,100.32万 | 0.23% | 43,911 | 23,244 | 112.5% | $582.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,122.63万 | 0.23% | 77,723 | 11,753 | 17.8% | $169.76万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,131.57万 | 0.23% | 328,849 | 11,626 | 3.7% | $40.01万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,139.59万 | 0.24% | 61,840 | 53,600 | 650.5% | $987.74万 | 加仓 |
| RTX | RTX CORPORATION | $1,164.38万 | 0.24% | 60,362 | 22,503 | 59.4% | $434.08万 | 加仓 |
| IBDR | ISHARES TR | $1,166.51万 | 0.24% | 481,235 | 84,682 | 21.4% | $205.27万 | 加仓 |
| QUAL | ISHARES TR | $1,168.41万 | 0.24% | 60,915 | -25,422 | -29.4% | -$487.62万 | 减仓 |
| CAT | CATERPILLAR INC | $1,173.35万 | 0.24% | 16,562 | -555 | -3.2% | -$39.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,181.56万 | 0.25% | 80,774 | 19,722 | 32.3% | $288.49万 | 加仓 |
| IAGG | ISHARES TR | $1,184.40万 | 0.25% | 236,690 | 37,918 | 19.1% | $189.74万 | 加仓 |
| ABBV | ABBVIE INC | $1,194.96万 | 0.25% | 54,943 | 11,677 | 27.0% | $253.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,212.11万 | 0.25% | 44,795 | 19,343 | 76.0% | $523.40万 | 加仓 |
| EFG | ISHARES TR | $1,238.62万 | 0.26% | 111,217 | 84,126 | 310.5% | $936.91万 | 加仓 |
| HD | HOME DEPOT INC | $1,249.62万 | 0.26% | 37,995 | 6,516 | 20.7% | $214.30万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,268.54万 | 0.26% | 170,165 | 8,733 | 5.4% | $65.10万 | 加仓 |
| XYZ | BLOCK INC | $1,269.56万 | 0.26% | 210,960 | 74,167 | 54.2% | $446.34万 | 加仓 |
| SHY | ISHARES TR | $1,278.32万 | 0.27% | 154,817 | 43,990 | 39.7% | $363.23万 | 加仓 |
| USMV | ISHARES TR | $1,303.06万 | 0.27% | 140,507 | -1,741 | -1.2% | -$16.15万 | 减仓 |
| IJR | ISHARES TR | $1,328.36万 | 0.28% | 106,859 | 2,888 | 2.8% | $35.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,355.49万 | 0.28% | 69,087 | 211 | 0.3% | $4.14万 | 加仓 |
| V | VISA INC | $1,358.48万 | 0.28% | 44,947 | 1,384 | 3.2% | $41.83万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,374.55万 | 0.29% | 178,258 | 27,235 | 18.0% | $210.01万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,415.60万 | 0.29% | 146,391 | -13,631 | -8.5% | -$131.81万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,423.70万 | 0.30% | 257,730 | 46,084 | 21.8% | $254.57万 | 加仓 |
| SGOV | ISHARES TR | $1,428.37万 | 0.30% | 141,900 | 86,659 | 156.9% | $872.31万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,434.07万 | 0.30% | 571,342 | 1,605 | 0.3% | $4.03万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,470.23万 | 0.30% | 295,168 | -11,749 | -3.8% | -$58.52万 | 减仓 |
| TFLO | ISHARES TR | $1,500.23万 | 0.31% | 296,312 | 77,462 | 35.4% | $392.19万 | 加仓 |
| TSLA | TESLA INC | $1,515.62万 | 0.31% | 40,770 | 5,532 | 15.7% | $205.65万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,520.41万 | 0.32% | 50,303 | 4,356 | 9.5% | $131.66万 | 加仓 |
| IJH | ISHARES TR | $1,534.60万 | 0.32% | 227,247 | 6,349 | 2.9% | $42.87万 | 加仓 |
| KGC | KINROSS GOLD CORP | $1,566.82万 | 0.32% | 513,374 | 78,749 | 18.1% | $240.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,569.63万 | 0.33% | 75,864 | 21,851 | 40.5% | $452.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,572.55万 | 0.33% | 77,302 | 5,227 | 7.3% | $106.33万 | 加仓 |
| EFA | ISHARES TR | $1,591.29万 | 0.33% | 163,831 | 10,699 | 7.0% | $103.92万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,624.47万 | 0.34% | 422,818 | 12,037 | 2.9% | $46.25万 | 加仓 |
| NFLX | NETFLIX INC. | $1,639.27万 | 0.34% | 170,491 | 111,147 | 187.3% | $1,068.68万 | 加仓 |
| LLY | ELI LILLY & CO | $1,680.79万 | 0.35% | 18,274 | 29 | 0.2% | $2.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,698.34万 | 0.35% | 52,939 | -1,097 | -2.0% | -$35.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,710.89万 | 0.35% | 266,993 | 30,986 | 13.1% | $198.56万 | 加仓 |