IFP Advisors, Inc
TAMPA FL · SEC CIK 0001641866
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $1,578.37万 | 0.29% | 215,008 | -20,117 | -8.6% | -$147.68万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,587.39万 | 0.29% | 152,692 | 6,301 | 4.3% | $65.51万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,587.64万 | 0.29% | 263,334 | 5,604 | 2.2% | $33.79万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,589.80万 | 0.29% | 174,206 | 4,041 | 2.4% | $36.88万 | 加仓 |
| V | VISA INC | $1,593.62万 | 0.29% | 46,449 | 1,502 | 3.3% | $51.53万 | 加仓 |
| IJR | ISHARES TR | $1,615.11万 | 0.29% | 108,901 | 2,042 | 1.9% | $30.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,630.64万 | 0.29% | 39,233 | -5,562 | -12.4% | -$231.17万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,634.61万 | 0.30% | 216,648 | 151,621 | 233.2% | $1,143.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,676.57万 | 0.30% | 196,113 | 17,855 | 10.0% | $152.64万 | 加仓 |
| EFA | ISHARES TR | $1,723.12万 | 0.31% | 165,876 | 2,045 | 1.2% | $21.24万 | 加仓 |
| TSLA | TESLA INC | $1,731.48万 | 0.31% | 41,167 | 397 | 1.0% | $16.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,742.11万 | 0.31% | 601,558 | 30,216 | 5.3% | $87.51万 | 加仓 |
| WMT | WALMART INC | $1,746.47万 | 0.32% | 154,200 | 13,641 | 9.7% | $154.50万 | 加仓 |
| IJH | ISHARES TR | $1,748.47万 | 0.32% | 226,750 | -497 | -0.2% | -$3.83万 | 减仓 |
| NFLX | NETFLIX INC. | $1,810.50万 | 0.33% | 253,572 | 83,081 | 48.7% | $593.20万 | 加仓 |
| TFLO | ISHARES TR | $1,839.27万 | 0.33% | 363,276 | 66,964 | 22.6% | $339.04万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,871.17万 | 0.34% | 89,770 | 2,480 | 2.8% | $51.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,902.15万 | 0.34% | 16,479 | 3,908 | 31.1% | $451.10万 | 加仓 |
| ITOT | ISHARES TR | $1,951.74万 | 0.35% | 118,813 | -1,398 | -1.2% | -$22.96万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,952.78万 | 0.35% | 439,025 | 16,207 | 3.8% | $72.09万 | 加仓 |
| EFG | ISHARES TR | $1,982.06万 | 0.36% | 159,304 | 48,087 | 43.2% | $598.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,124.89万 | 0.38% | 234,173 | 176,649 | 307.1% | $1,602.91万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,129.33万 | 0.38% | 225,517 | 6,447 | 2.9% | $60.87万 | 加仓 |
| IEMG | ISHARES INC | $2,142.43万 | 0.39% | 258,623 | -82,578 | -24.2% | -$684.08万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,226.58万 | 0.40% | 756,568 | 43,581 | 6.1% | $128.26万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,236.47万 | 0.40% | 194,679 | 4,851 | 2.6% | $55.73万 | 加仓 |
| IEFA | ISHARES TR | $2,259.23万 | 0.41% | 233,923 | 12,684 | 5.7% | $122.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,260.04万 | 0.41% | 712,723 | 17,536 | 2.5% | $55.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,309.05万 | 0.42% | 70,542 | 2,652 | 3.9% | $86.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,333.33万 | 0.42% | 327,485 | 60,492 | 22.7% | $431.01万 | 加仓 |
| META | META PLATFORMS INC | $2,336.19万 | 0.42% | 41,474 | 908 | 2.2% | $51.15万 | 加仓 |
| — | EXXON MOBIL CORP | $2,341.96万 | 0.42% | 171,296 | 10,202 | 6.3% | $139.48万 | 加仓 |
| LLY | ELI LILLY & CO | $2,441.08万 | 0.44% | 20,352 | 2,078 | 11.4% | $249.24万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,464.82万 | 0.45% | 412,661 | -22,873 | -5.3% | -$136.62万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,601.47万 | 0.47% | 109,943 | 5,199 | 5.0% | $123.02万 | 加仓 |
| ITA | ISHARES TR | $2,660.78万 | 0.48% | 109,759 | 2,375 | 2.2% | $57.57万 | 加仓 |
| OEF | ISHARES TR | $2,662.84万 | 0.48% | 72,781 | -21,248 | -22.6% | -$777.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,741.14万 | 0.50% | 54,780 | 1,703 | 3.2% | $85.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,750.80万 | 0.50% | 174,068 | 4,646 | 2.7% | $73.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,771.61万 | 0.50% | 29,628 | -1,256 | -4.1% | -$117.50万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,810.29万 | 0.51% | 1,129,539 | 236,972 | 26.5% | $589.59万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,851.11万 | 0.51% | 604,049 | 33,559 | 5.9% | $158.40万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,857.90万 | 0.52% | 775,129 | 257 | 0.0% | $9,476 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,173.36万 | 0.57% | 937,753 | -13,741 | -1.4% | -$46.50万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,282.53万 | 0.59% | 666,097 | 33,843 | 5.4% | $166.78万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,292.32万 | 0.59% | 275,462 | 10,502 | 4.0% | $125.52万 | 加仓 |
| AVGO | BROADCOM INC | $3,319.89万 | 0.60% | 87,886 | -2,957 | -3.3% | -$111.70万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,330.28万 | 0.60% | 156,520 | -723 | -0.5% | -$15.38万 | 减仓 |
| HDV | ISHARES TR | $3,341.53万 | 0.60% | 1,219,092 | 588,732 | 93.4% | $1,613.71万 | 加仓 |
| IVE | ISHARES TR | $3,377.27万 | 0.61% | 148,739 | -4,004 | -2.6% | -$90.91万 | 减仓 |
| IVW | ISHARES TR | $3,713.03万 | 0.67% | 269,980 | -73,175 | -21.3% | -$1,006.38万 | 减仓 |
| IGSB | ISHARES TR | $3,812.37万 | 0.69% | 727,413 | 300,268 | 70.3% | $1,573.70万 | 加仓 |
| TLT | ISHARES TR | $3,860.47万 | 0.70% | 446,710 | -109,400 | -19.7% | -$945.43万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,891.46万 | 0.70% | 406,971 | 247 | 0.1% | $2.36万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,968.42万 | 0.72% | 116,369 | 7,577 | 7.0% | $258.39万 | 加仓 |
| IVV | ISHARES TR | $4,063.55万 | 0.73% | 54,261 | 56 | 0.1% | $4.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,191.83万 | 0.76% | 555,136 | -11,717 | -2.1% | -$88.48万 | 减仓 |
| IEF | ISHARES TR | $4,416.67万 | 0.80% | 467,027 | 112,935 | 31.9% | $1,068.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,418.87万 | 0.80% | 64,339 | 6,934 | 12.1% | $476.23万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $4,615.69万 | 0.83% | 915,993 | 90,146 | 10.9% | $454.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,673.89万 | 0.84% | 80,458 | 3,156 | 4.1% | $183.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,561.83万 | 1.00% | 632,889 | 93,035 | 17.2% | $817.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,737.58万 | 1.04% | 76,832 | -11,928 | -13.4% | -$890.75万 | 减仓 |
| GOOGL | ALPHABET INC | $6,013.11万 | 1.09% | 168,260 | 2,486 | 1.5% | $88.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6,400.04万 | 1.16% | 742,981 | -47,711 | -6.0% | -$410.98万 | 减仓 |
| GOOG | ALPHABET INC | $6,644.09万 | 1.20% | 188,042 | -31,573 | -14.4% | -$1,115.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,731.59万 | 1.22% | 180,462 | 5,662 | 3.2% | $211.20万 | 加仓 |
| AMZN | AMAZON COM INC | $7,823.34万 | 1.41% | 328,243 | -2,630 | -0.8% | -$62.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,000.18万 | 1.44% | 108,639 | 13,892 | 14.7% | $1,023.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.33亿 | 2.40% | 663,778 | 11,936 | 1.8% | $238.83万 | 加仓 |
| AAPL | APPLE INC | $1.40亿 | 2.53% | 484,958 | -298 | -0.1% | -$8.62万 | 减仓 |