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
MISL FIRST TR EXCHANGE-TRADED FD $463.44万0.08%101,253 53,706113.0% $245.81万 加仓
IBTI ISHARES TR $465.79万0.08%210,382 23,16312.4% $51.28万 加仓
VBR VANGUARD INDEX FDS $466.74万0.08%19,208 2,06012.0% $50.06万 加仓
SDVD FIRST TR EXCHANGE-TRADED FD $469.75万0.08%203,442 50,52433.0% $116.66万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $472.42万0.09%81,614 2,5263.2% $14.62万 加仓
QJUN FIRST TR EXCHNG TRADED FD VI $475.21万0.09%140,654 1,4791.1% $5.00万 加仓
SPHY SPDR SERIES TRUST $475.68万0.09%202,937 27,02915.4% $63.36万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $476.64万0.09%101,693 17,10120.2% $80.15万 加仓
TXN TEXAS INSTRS INC $476.70万0.09%15,993 3,29025.9% $98.07万 加仓
— INVESCO EXCHANGE TRADED FD T $478.97万0.09%131,000 -150,946-53.5% -$551.90万 重新持有
BUFR FIRST TR EXCHNG TRADED FD VI $479.64万0.09%131,301 -24,029-15.5% -$87.78万 减仓
DIS DISNEY WALT CO $482.82万0.09%50,163 1,2892.6% $12.41万 加仓
GFI GOLD FIELDS LTD $484.34万0.09%144,193 -13,924-8.8% -$46.77万 减仓
NEE NEXTERA ENERGY INC $484.75万0.09%55,230 2110.4% $1.85万 加仓
ADBE ADOBE INC $486.72万0.09%23,740 8143.6% $16.69万 加仓
— TEVA PHARMACEUTICAL INDS LTD $487.45万0.09%143,876 1,5321.1% $5.19万 加仓
LVHI LEGG MASON ETF INVT $490.34万0.09%120,818 6,0265.2% $24.46万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $490.36万0.09%54,424 5,22610.6% $47.09万 加仓
BLK BLACKROCK INC $490.88万0.09%5,105 1,14128.8% $109.71万 加仓
UPS UNITED PARCEL SVCS INC $501.61万0.09%46,661 3260.7% $3.50万 加仓
MLM MARTIN MARIETTA MATLS INC $502.54万0.09%8,714 2,22734.3% $128.43万 加仓
JBND J P MORGAN EXCHANGE TRADED F $503.41万0.09%94,096 13,58716.9% $72.69万 加仓
ORLY OREILLY AUTOMOTIVE INC $505.29万0.09%54,869 20,32358.8% $187.15万 加仓
SMH VANECK ETF TRUST $506.54万0.09%7,723 -2,526-24.6% -$165.68万 减仓
ISRG INTUITIVE SURGICAL INC $507.08万0.09%12,751 1,49813.3% $59.57万 加仓
SNOW SNOWFLAKE INC $508.44万0.09%19,978 4,73631.1% $120.53万 加仓
MRVL MARVELL TECHNOLOGY INC $508.77万0.09%17,079 4262.6% $12.69万 加仓
SPTI SPDR SERIES TRUST $510.90万0.09%179,956 112,481166.7% $319.33万 加仓
OHI OMEGA HEALTHCARE INVS INC $512.36万0.09%107,457 3730.3% $1.78万 加仓
MUB ISHARES TR $512.39万0.09%47,611 11,14030.5% $119.89万 加仓
MCK MCKESSON CORP $512.75万0.09%6,786 5869.5% $44.28万 加仓
NEM NEWMONT CORP $515.14万0.09%55,154 -16,673-23.2% -$155.73万 减仓
IUSB ISHARES TR $516.93万0.09%112,010 -31,289-21.8% -$144.40万 减仓
INFL LISTED FDS TR $517.25万0.09%103,698 -5,922-5.4% -$29.54万 减仓
DUK DUKE ENERGY CORP NEW $521.18万0.09%41,174 -984-2.3% -$12.46万 减仓
DGRO ISHARES TR $523.63万0.09%69,089 11,50020.0% $87.16万 加仓
PJAN INNOVATOR ETFS TRUST $524.16万0.09%105,912 -603-0.6% -$2.98万 减仓
ACYN FIRST TR EXCHANGE-TRADED FD $524.58万0.09%252,324 228,862975.5% $475.80万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $524.72万0.09%305,604 71,69330.6% $123.10万 加仓
UNP UNION PAC CORP $525.20万0.09%19,309 4,30428.7% $117.07万 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $526.16万0.10%121,179 15,71714.9% $68.24万 加仓
LMT LOCKHEED MARTIN CORP $526.37万0.10%10,332 -2,140-17.2% -$109.02万 减仓
IBDV ISHARES TR $528.48万0.10%242,424 -5,181-2.1% -$11.29万 减仓
ICVT ISHARES TR $532.52万0.10%43,742 13,24143.4% $161.20万 加仓
APH AMPHENOL CORP $535.92万0.10%30,395 6,28526.1% $110.82万 加仓
NFLT ETFIS SER TR I $537.17万0.10%234,059 157,432205.5% $361.31万 加仓
KGC KINROSS GOLD CORP $537.78万0.10%227,680 -285,694-55.7% -$674.81万 减仓
FBCG FIDELITY COVINGTON TRUST $539.34万0.10%86,836 -1,247-1.4% -$7.75万 减仓
CRM SALESFORCE INC $542.39万0.10%34,622 3,0849.8% $48.31万 加仓
VONG VANGUARD SCOTTSDALE FDS $545.89万0.10%42,711 -18,186-29.9% -$232.44万 减仓
— TAYLOR MORRISON HOME CORP $545.89万0.10%76,093 -2,686-3.4% -$19.27万 减仓
FBND FIDELITY MERRIMACK STR TR $548.25万0.10%120,520 1,4501.2% $6.60万 加仓
PFE PFIZER INC $550.01万0.10%228,411 28,01414.0% $67.46万 加仓
USMV ISHARES TR $552.56万0.10%57,284 -83,223-59.2% -$802.77万 减仓
FTNT FORTINET INC $561.04万0.10%36,521 -5,839-13.8% -$89.70万 减仓
JMBS JANUS DETROIT STR TR $565.86万0.10%125,774 108,717637.4% $489.12万 加仓
DE DEERE & CO $573.81万0.10%9,046 3514.0% $22.26万 加仓
KO COCA COLA CO $574.16万0.10%70,648 1,9872.9% $16.15万 加仓
SCHW SCHWAB CHARLES CORP $577.82万0.10%62,623 -1,191-1.9% -$10.99万 减仓
FANG DIAMONDBACK ENERGY INC $581.87万0.11%33,102 -3,224-8.9% -$56.67万 减仓
SCHF SCHWAB STRATEGIC TR $593.44万0.11%214,237 25,99713.8% $72.01万 加仓
BIL SPDR SERIES TRUST $596.84万0.11%65,129 -15,277-19.0% -$140.00万 减仓
VCSH VANGUARD SCOTTSDALE FDS $599.36万0.11%75,839 7,59511.1% $60.02万 加仓
SPYG SPDR SERIES TRUST $599.61万0.11%50,392 6361.3% $7.57万 加仓
TRV TRAVELERS COMPANIES INC $602.80万0.11%18,260 -167-0.9% -$5.51万 减仓
WFC WELLS FARGO & CO $603.76万0.11%73,059 10,17316.2% $84.07万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $606.27万0.11%241,832 129,686115.6% $325.12万 加仓
GLD SPDR GOLD TR $611.29万0.11%16,594 -488-2.9% -$17.98万 减仓
AUPH AURINIA PHARMACEUTICALS INC $613.69万0.11%361,634 33,84310.3% $57.43万 加仓
IWF ISHARES TR $614.39万0.11%49,480 5081.0% $6.31万 加仓
ASML ASML HLDG NV $616.13万0.11%3,097 38414.2% $76.39万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $620.17万0.11%46,034 7,07118.1% $95.26万 加仓
SPAB SPDR SERIES TRUST $622.23万0.11%243,819 48,97525.1% $124.98万 加仓
XSOE WISDOMTREE TR $625.57万0.11%127,200 -2,106-1.6% -$10.36万 减仓
VTEB VANGUARD MUN BD FDS $627.40万0.11%124,042 3,3002.7% $16.69万 加仓
GE GE AEROSPACE $628.76万0.11%16,824 1,67811.1% $62.71万 加仓
IJS ISHARES TR $630.60万0.11%46,137 -830-1.8% -$11.34万 减仓
IBDU ISHARES TR $632.21万0.11%272,975 7,0592.7% $16.35万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $645.88万0.12%125,779 00.0% — 不变
VOT VANGUARD INDEX FDS $652.79万0.12%21,312 -54,851-72.0% -$1,680.09万 减仓
DVY ISHARES TR $652.83万0.12%41,768 -1,650-3.8% -$25.79万 减仓
AXP AMERICAN EXPRESS CO $673.02万0.12%19,897 2,19912.4% $74.38万 加仓
STIP ISHARES TR $684.55万0.12%67,008 5,2098.4% $53.22万 加仓
XLI SELECT SECTOR SPDR TR $687.31万0.12%37,106 -545-1.4% -$10.10万 减仓
PH PARKER-HANNIFIN CORP $688.30万0.12%7,037 971.4% $9.49万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $693.31万0.13%332,441 16,8035.3% $35.04万 加仓
CORO BLACKROCK ETF TRUST $697.06万0.13%190,454 85,75181.9% $313.85万 加仓
SCHA SCHWAB STRATEGIC TR $703.74万0.13%194,779 5,4832.9% $19.81万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $704.07万0.13%239,480 54,13929.2% $159.17万 加仓
SHV ISHARES TR $709.09万0.13%64,258 5,3889.2% $59.46万 加仓
EEM ISHARES TR $710.50万0.13%103,859 72,758233.9% $497.74万 加仓
VZ VERIZON COMMUNICATIONS INC $710.65万0.13%167,843 3100.2% $1.31万 加仓
CARR CARRIER GLOBAL CORPORATION $711.01万0.13%96,934 -16,551-14.6% -$121.40万 减仓
VXF VANGUARD INDEX FDS $715.95万0.13%29,079 1,5715.7% $38.68万 加仓
IWY ISHARES TR $722.31万0.13%24,854 -627-2.5% -$18.22万 减仓
BKLC BNY MELLON ETF TRUST $722.80万0.13%50,408 -6,008-10.6% -$86.15万 减仓
GSIE GOLDMAN SACHS ETF TR $725.77万0.13%158,811 4,1562.7% $18.99万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $738.05万0.13%169,238 -37,393-18.1% -$163.07万 减仓
FV FIRST TR EXCHANGE TRADED FD $745.22万0.13%98,210 -3,199-3.2% -$24.27万 减仓
Z ZILLOW GROUP INC $750.75万0.14%238,182 -3,742-1.5% -$11.79万 减仓