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
TAXF AMERICAN CENTY ETF TR $753.28万0.14%148,181 9,4636.8% $48.11万 加仓
IWM ISHARES TR $754.70万0.14%25,119 -60,874-70.8% -$1,828.96万 减仓
COWZ PACER FDS TR $758.65万0.14%121,969 1,6491.4% $10.26万 加仓
IBDT ISHARES TR $765.79万0.14%303,282 -965-0.3% -$2.44万 减仓
VHT VANGUARD WORLD FD $765.85万0.14%25,613 1,0384.2% $31.04万 加仓
QQQM INVESCO EXCH TRADED FD TR II $766.57万0.14%25,302 4,79923.4% $145.40万 加仓
T AT&T INC $767.43万0.14%370,739 27,3228.0% $56.56万 加仓
VEU VANGUARD INTL EQUITY INDEX F $773.51万0.14%92,360 2740.3% $2.29万 加仓
RWJ INVESCO EXCH TRADED FD TR II $774.63万0.14%130,190 -603-0.5% -$3.59万 减仓
NOW SERVICENOW INC $777.30万0.14%78,294 23,55943.0% $233.89万 加仓
IJJ ISHARES TR $778.94万0.14%52,727 -1,555-2.9% -$22.97万 减仓
PM PHILIP MORRIS INTL INC $781.55万0.14%43,201 -1,017-2.3% -$18.40万 减仓
ORCL ORACLE CORP $783.90万0.14%53,490 5,76412.1% $84.47万 加仓
CEF SPROTT ASSET MANAGEMENT LP $787.76万0.14%195,814 -1,835-0.9% -$7.38万 减仓
PULS PGIM ETF TR $788.46万0.14%159,124 -28,906-15.4% -$143.23万 减仓
XLE SELECT SECTOR SPDR TR $789.59万0.14%148,671 93,742170.7% $497.86万 加仓
PVAL PUTNAM ETF TRUST $790.50万0.14%155,153 22,21116.7% $113.17万 加仓
NLR VANECK ETF TRUST $797.70万0.14%68,779 -4,286-5.9% -$49.71万 减仓
IOCT INNOVATOR ETFS TRUST $799.31万0.14%216,088 -1,163-0.5% -$4.30万 减仓
GEV GE VERNOVA INC $803.60万0.15%6,840 75612.4% $88.82万 加仓
PAAA PGIM ETF TR $805.96万0.15%157,200 52,72950.5% $270.34万 加仓
TLH ISHARES TR $807.17万0.15%80,435 -4,112-4.9% -$41.26万 减仓
IALT BLACKROCK ETF TRUST $822.02万0.15%293,056 293,056— $822.02万 新建仓
TJX TJX COS INC NEW $822.28万0.15%54,276 3,6787.3% $55.72万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $823.95万0.15%34,193 -4,955-12.7% -$119.40万 减仓
GRNY TIDAL TRUST I $831.97万0.15%300,895 -46,049-13.3% -$127.33万 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $833.01万0.15%202,679 8,8444.6% $36.35万 加仓
SPEM SPDR INDEX SHS FDS $850.74万0.15%164,298 25,28418.2% $130.92万 加仓
FISV FISERV INC $850.82万0.15%173,460 -2,218-1.3% -$10.88万 减仓
IYW ISHARES TR $856.17万0.15%33,944 -1,441-4.1% -$36.35万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $858.84万0.16%178,257 -19,906-10.0% -$95.91万 减仓
MCD MCDONALDS CORP $872.10万0.16%32,263 -2,017-5.9% -$54.52万 减仓
FNDF SCHWAB STRATEGIC TR $883.03万0.16%167,367 7,5804.7% $39.99万 加仓
MINT PIMCO ETF TR $894.49万0.16%88,730 5,7176.9% $57.63万 加仓
IBDS ISHARES TR $898.15万0.16%370,829 -4,935-1.3% -$11.95万 减仓
SPCX SPACE EXPLORATION TECHN CORP $901.05万0.16%52,736 52,736— $901.05万 新建仓
LRCX LAM RESEARCH CORP $911.90万0.16%21,044 4,18624.8% $181.39万 加仓
IGV ISHARES TR $917.54万0.17%101,274 25,13733.0% $227.74万 加仓
GS GOLDMAN SACHS GROUP INC $927.63万0.17%9,172 7008.3% $70.80万 加仓
AGG ISHARES TR $928.24万0.17%93,781 -13,400-12.5% -$132.63万 减仓
PWR QUANTA SVCS INC $938.50万0.17%13,034 -181-1.4% -$13.03万 减仓
XLU SELECT SECTOR SPDR TR $942.19万0.17%207,805 43,87326.8% $198.92万 加仓
IBB ISHARES TR $950.72万0.17%49,988 14,11539.3% $268.45万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $950.86万0.17%117,303 -7,354-5.9% -$59.61万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $955.38万0.17%20,005 -1,926-8.8% -$91.98万 减仓
XLV SELECT SECTOR SPDR TR $970.19万0.18%61,149 -6,183-9.2% -$98.10万 减仓
BINC BLACKROCK ETF TRUST II $970.82万0.18%185,483 10,2205.8% $53.49万 加仓
BAC BANK OF AMER CORP $980.17万0.18%172,020 -1,199-0.7% -$6.83万 减仓
JNJ JOHNSON & JOHNSON $984.39万0.18%38,760 3,1338.8% $79.57万 加仓
SCHZ SCHWAB STRATEGIC TR $993.50万0.18%429,530 73,59720.7% $170.23万 加仓
VLUE ISHARES TR $1,011.42万0.18%50,619 -701-1.4% -$14.01万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,011.75万0.18%169,501 21,66014.7% $129.29万 加仓
UBER UBER TECHNOLOGIES INC $1,037.81万0.19%143,821 7,3765.4% $53.23万 加仓
VB VANGUARD INDEX FDS $1,041.91万0.19%34,373 450.1% $1.36万 加仓
IVLU ISHARES TR $1,050.23万0.19%251,132 26,36111.7% $110.24万 加仓
AMAT APPLIED MATLS INC $1,053.99万0.19%14,578 2,95725.4% $213.79万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,074.37万0.19%92,086 11,31214.0% $131.98万 加仓
MTUM ISHARES TR $1,090.82万0.20%31,818 14,08579.4% $482.88万 加仓
CVX CHEVRON CORPORATION $1,091.66万0.20%65,858 -10,006-13.2% -$165.86万 减仓
VCIT VANGUARD SCOTTSDALE FDS $1,094.78万0.20%132,460 8,9307.2% $73.81万 加仓
MA MASTERCARD INCORPORATED $1,110.15万0.20%21,615 2,41812.6% $124.19万 加仓
GLW CORNING INC $1,120.42万0.20%43,864 -3,000-6.4% -$76.63万 减仓
QUAL ISHARES TR $1,131.34万0.20%51,558 -9,357-15.4% -$205.32万 减仓
DYNF BLACKROCK ETF TRUST $1,135.26万0.21%166,925 5,0383.1% $34.26万 加仓
VST VISTRA CORP $1,145.26万0.21%72,197 4,0666.0% $64.50万 加仓
RTX RTX CORPORATION $1,147.30万0.21%60,470 1080.2% $2.05万 加仓
TGTX TG THERAPEUTICS INC $1,149.99万0.21%209,318 2,7801.3% $15.27万 加仓
JAAA JANUS DETROIT STR TR $1,152.60万0.21%228,282 14,7796.9% $74.62万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $1,156.50万0.21%90,820 3,9744.6% $50.60万 加仓
SGOV ISHARES TR $1,188.35万0.21%118,044 -23,856-16.8% -$240.16万 减仓
URI UNITED RENTALS INC $1,194.41万0.22%10,543 -30-0.3% -$3.40万 减仓
IBDR ISHARES TR $1,199.71万0.22%495,135 13,9002.9% $33.68万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $1,208.74万0.22%617,647 14,4452.4% $28.27万 加仓
IBM INTERNATIONAL BUSINESS MACHS $1,216.88万0.22%43,273 10,13030.6% $284.87万 加仓
JPST J P MORGAN EXCHANGE TRADED F $1,240.65万0.22%245,334 -117,133-32.3% -$592.34万 减仓
INTC INTEL CORP $1,261.39万0.23%90,338 -28,267-23.8% -$394.69万 减仓
VTV VANGUARD INDEX FDS $1,263.54万0.23%57,979 -11,108-16.1% -$242.08万 减仓
MAGS LISTED FDS TR $1,265.66万0.23%196,837 180,4951,104.5% $1,160.58万 加仓
IAGG ISHARES TR $1,269.33万0.23%250,856 14,1666.0% $71.68万 加仓
DFAU DIMENSIONAL ETF TRUST $1,271.75万0.23%246,034 29,38613.6% $151.90万 加仓
VOE VANGUARD INDEX FDS $1,276.58万0.23%64,604 2,7644.5% $54.62万 加仓
PG PROCTER & GAMBLE CO $1,282.79万0.23%87,479 9,75612.6% $143.06万 加仓
CSCO CISCO SYS INC $1,283.10万0.23%109,237 -22,098-16.8% -$259.56万 减仓
XLK SELECT SECTOR SPDR TR $1,284.12万0.23%67,401 2,6614.1% $50.70万 加仓
IWP ISHARES TR $1,290.63万0.23%88,152 9,01611.4% $132.00万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,317.27万0.24%347,015 18,1665.5% $68.96万 加仓
ABBV ABBVIE INC $1,331.93万0.24%52,930 -2,013-3.7% -$50.66万 减仓
AU ANGLOGOLD ASHANTI PLC $1,337.12万0.24%165,301 -95,096-36.5% -$769.23万 减仓
TER TERADYNE INC $1,338.74万0.24%27,669 2340.9% $11.32万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $1,345.80万0.24%270,349 -24,819-8.4% -$123.55万 减仓
CRWD CROWDSTRIKE HLDGS INC $1,355.34万0.24%17,760 -524-2.9% -$39.99万 减仓
VTI VANGUARD INDEX FDS $1,359.75万0.25%36,746 -16,193-30.6% -$599.21万 减仓
SOXX ISHARES TR $1,405.57万0.25%21,936 -605-2.7% -$38.77万 减仓
VBK VANGUARD INDEX FDS $1,409.77万0.25%38,550 -11,753-23.4% -$429.81万 减仓
SHY ISHARES TR $1,482.02万0.27%180,492 25,67516.6% $210.82万 加仓
CAT CATERPILLAR INC $1,485.43万0.27%13,949 -2,613-15.8% -$278.26万 减仓
XYZ BLOCK INC $1,490.68万0.27%196,142 -14,818-7.0% -$112.62万 减仓
VRT VERTIV HOLDINGS CO $1,505.25万0.27%44,957 1,0462.4% $35.02万 加仓
HD HOME DEPOT INC $1,508.02万0.27%42,759 4,76412.5% $168.02万 加仓
AXSM AXSOME THERAPEUTICS INC. $1,524.26万0.28%62,273 1,2792.1% $31.31万 加仓