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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | $1,711.05万 | 0.35% | 126,072 | -67,284 | -34.8% | -$913.18万 | 减仓 |
| ITOT | ISHARES TR | $1,712.17万 | 0.36% | 120,211 | -31,116 | -20.6% | -$443.19万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,731.46万 | 0.36% | 235,125 | 56,369 | 31.5% | $415.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,744.15万 | 0.36% | 108,792 | 43,605 | 66.9% | $699.08万 | 加仓 |
| WMT | WALMART INC | $1,746.87万 | 0.36% | 140,559 | 3,614 | 2.6% | $44.91万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1,777.93万 | 0.37% | 189,828 | 11,106 | 6.2% | $104.02万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,828.10万 | 0.38% | 712,987 | 2,472 | 0.3% | $6.34万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,834.45万 | 0.38% | 362,467 | -29,329 | -7.5% | -$148.43万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1,854.65万 | 0.38% | 219,070 | 7,412 | 3.5% | $62.75万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,960.05万 | 0.41% | 76,163 | 10,906 | 16.7% | $280.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,997.05万 | 0.41% | 67,890 | 9,997 | 17.3% | $294.07万 | 加仓 |
| IEFA | ISHARES TR | $2,002.88万 | 0.42% | 221,239 | 23,816 | 12.1% | $215.61万 | 加仓 |
| IWM | ISHARES TR | $2,132.63万 | 0.44% | 85,993 | 61,584 | 252.3% | $1,527.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,132.83万 | 0.44% | 695,187 | -86,796 | -11.1% | -$266.29万 | 减仓 |
| FNV | FRANCO NEV CORP | $2,156.50万 | 0.45% | 87,290 | -10,726 | -10.9% | -$264.99万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,210.89万 | 0.46% | 892,567 | 32,263 | 3.8% | $79.92万 | 加仓 |
| IGSB | ISHARES TR | $2,245.07万 | 0.47% | 427,145 | 33,883 | 8.6% | $178.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,252.62万 | 0.47% | 104,744 | -1,235 | -1.2% | -$26.56万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,292.80万 | 0.48% | 570,490 | 126,755 | 28.6% | $509.43万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,310.85万 | 0.48% | 33,120 | 307 | 0.9% | $21.42万 | 加仓 |
| META | META PLATFORMS INC | $2,320.90万 | 0.48% | 40,566 | 818 | 2.1% | $46.80万 | 加仓 |
| ITA | ISHARES TR | $2,349.03万 | 0.49% | 107,384 | -6,245 | -5.5% | -$136.61万 | 减仓 |
| IEMG | ISHARES INC | $2,379.88万 | 0.49% | 341,201 | 57,775 | 20.4% | $402.98万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,399.00万 | 0.50% | 774,872 | -3,391 | -0.4% | -$10.50万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,509.14万 | 0.52% | 169,422 | -4,128 | -2.4% | -$61.14万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2,535.23万 | 0.53% | 260,397 | 13,939 | 5.7% | $135.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,543.45万 | 0.53% | 53,077 | 3,180 | 6.4% | $152.39万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,603.62万 | 0.54% | 435,534 | 118,719 | 37.5% | $709.70万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,689.61万 | 0.56% | 632,254 | 152,778 | 31.9% | $649.92万 | 加仓 |
| — | EXXON MOBIL CORP | $2,733.12万 | 0.57% | 161,094 | 6,154 | 4.0% | $104.41万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,771.70万 | 0.57% | 951,494 | 15,354 | 1.6% | $44.73万 | 加仓 |
| AVGO | BROADCOM INC | $2,811.68万 | 0.58% | 90,843 | 25,747 | 39.6% | $796.90万 | 加仓 |
| OEF | ISHARES TR | $2,990.78万 | 0.62% | 94,029 | -11,087 | -10.5% | -$352.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,017.81万 | 0.63% | 157,243 | 12,126 | 8.4% | $232.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,077.37万 | 0.64% | 30,884 | 9,783 | 46.4% | $974.81万 | 加仓 |
| IVE | ISHARES TR | $3,225.17万 | 0.67% | 152,743 | 63,824 | 71.8% | $1,347.64万 | 加仓 |
| IEF | ISHARES TR | $3,379.45万 | 0.70% | 354,092 | 87,165 | 32.7% | $831.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,430.24万 | 0.71% | 57,405 | 3,003 | 5.5% | $179.44万 | 加仓 |
| IVV | ISHARES TR | $3,540.72万 | 0.73% | 54,205 | 2,489 | 4.8% | $162.58万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,572.66万 | 0.74% | 406,724 | 16,186 | 4.1% | $142.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,769.99万 | 0.78% | 825,847 | 31,259 | 3.9% | $142.70万 | 加仓 |
| IVW | ISHARES TR | $3,881.43万 | 0.80% | 343,155 | -125,209 | -26.7% | -$1,416.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,132.04万 | 0.86% | 539,854 | -11,585 | -2.1% | -$88.67万 | 减仓 |
| GOOGL | ALPHABET INC | $4,767.00万 | 0.99% | 165,774 | 25,236 | 18.0% | $725.69万 | 加仓 |
| TLT | ISHARES TR | $4,820.92万 | 1.00% | 556,110 | 75,428 | 15.7% | $653.89万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,997.38万 | 1.04% | 566,853 | -5,486 | -1.0% | -$48.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5,468.61万 | 1.13% | 94,747 | -1,742 | -1.8% | -$100.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,756.11万 | 1.19% | 131,782 | 4,661 | 3.7% | $203.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,772.42万 | 1.20% | 88,760 | -5,812 | -6.1% | -$377.98万 | 减仓 |
| GOOG | ALPHABET INC | $6,299.88万 | 1.31% | 219,615 | 27,570 | 14.4% | $790.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,470.57万 | 1.34% | 174,800 | 51,221 | 41.4% | $1,896.05万 | 加仓 |
| AMZN | AMAZON COM INC | $6,891.09万 | 1.43% | 330,873 | 57,189 | 20.9% | $1,191.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.14亿 | 2.36% | 651,842 | 112,325 | 20.8% | $1,958.95万 | 加仓 |
| AAPL | APPLE INC | $1.23亿 | 2.55% | 485,256 | 52,487 | 12.1% | $1,332.07万 | 加仓 |