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 |
|---|---|---|---|---|---|---|---|---|
| — | ANGEL OAK FUNDS TRUST | $58.87万 | 0.01% | 53,862 | 10,851 | 25.2% | $11.86万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $58.72万 | 0.01% | 23,193 | 12,409 | 115.1% | $31.42万 | 加仓 |
| BP | BP PLC | $58.66万 | 0.01% | 12,480 | 867 | 7.5% | $4.07万 | 加仓 |
| DVYE | ISHARES INC | $58.22万 | 0.01% | 16,933 | 7,327 | 76.3% | $25.19万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $58.15万 | 0.01% | 22,135 | 6,790 | 44.2% | $17.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $58.06万 | 0.01% | 16,569 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $57.89万 | 0.01% | 29,060 | -5,982 | -17.1% | -$11.92万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $57.71万 | 0.01% | 1,689 | 1,619 | 2,312.9% | $55.31万 | 加仓 |
| DAL | DELTA AIR LINES INC | $57.15万 | 0.01% | 8,597 | -2,135 | -19.9% | -$14.19万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $56.91万 | 0.01% | 7,235 | -454 | -5.9% | -$3.57万 | 减仓 |
| HUBB | HUBBELL INC | $56.78万 | 0.01% | 1,157 | -6 | -0.5% | -$2,944 | 减仓 |
| EQIX | EQUINIX INC | $56.66万 | 0.01% | 578 | -17 | -2.9% | -$1.67万 | 减仓 |
| AFOS | EA SERIES TRUST | $56.45万 | 0.01% | 15,622 | 15,622 | — | $56.45万 | 新建仓 |
| NVS | NOVARTIS AG | $56.20万 | 0.01% | 3,679 | 708 | 23.8% | $10.81万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $56.15万 | 0.01% | 11,913 | 89 | 0.8% | $4,195 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $56.00万 | 0.01% | 4,638 | 235 | 5.3% | $2.84万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $55.90万 | 0.01% | 6,981 | -5,527 | -44.2% | -$44.26万 | 减仓 |
| MPLX | MPLX LP | $55.77万 | 0.01% | 9,773 | 2,231 | 29.6% | $12.73万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $55.74万 | 0.01% | 24,449 | -1,721 | -6.6% | -$3.92万 | 减仓 |
| DBX | DROPBOX INC | $55.29万 | 0.01% | 24,334 | -1,864 | -7.1% | -$4.24万 | 减仓 |
| SM | SM ENERGY COMPANY | $55.16万 | 0.01% | 17,691 | 757 | 4.5% | $2.36万 | 加仓 |
| PHM | PULTE GROUP INC | $54.95万 | 0.01% | 4,672 | 803 | 20.8% | $9.44万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $54.59万 | 0.01% | 10,738 | 2,055 | 23.7% | $10.45万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $54.57万 | 0.01% | 8,704 | 1 | 0.0% | $63 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $54.55万 | 0.01% | 3,563 | 1,036 | 41.0% | $15.86万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $54.52万 | 0.01% | 21,993 | -446 | -2.0% | -$1.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.27万 | 0.01% | 16,020 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.11万 | 0.01% | 12,393 | -699 | -5.3% | -$3.05万 | 减仓 |
| CCJ | CAMECO CORP | $54.07万 | 0.01% | 4,978 | -2,887 | -36.7% | -$31.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.04万 | 0.01% | 7,497 | 864 | 13.0% | $6.23万 | 加仓 |
| RH | RH | $53.72万 | 0.01% | 3,842 | 256 | 7.1% | $3.58万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $53.39万 | 0.01% | 19,876 | -21 | -0.1% | -$564 | 减仓 |
| IMO | IMPERIAL OIL LTD | $53.27万 | 0.01% | 4,072 | 46 | 1.1% | $6,018 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $53.18万 | 0.01% | 3,202 | 89 | 2.9% | $1.48万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $52.86万 | 0.01% | 8,814 | -1,225 | -12.2% | -$7.35万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $52.82万 | 0.01% | 3,357 | 372 | 12.5% | $5.85万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $52.81万 | 0.01% | 2,831 | 36 | 1.3% | $6,715 | 加仓 |
| P | EVERPURE INC | $52.73万 | 0.01% | 8,931 | -522 | -5.5% | -$3.08万 | 减仓 |
| ROL | ROLLINS INC | $52.73万 | 0.01% | 9,872 | -646 | -6.1% | -$3.45万 | 减仓 |
| SYSB | ISHARES TR | $52.55万 | 0.01% | 5,904 | 3,286 | 125.5% | $29.25万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $52.45万 | 0.01% | 770 | 72 | 10.3% | $4.90万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $52.44万 | 0.01% | 17,548 | -570 | -3.1% | -$1.70万 | 减仓 |
| LAD | LITHIA MTRS INC | $52.34万 | 0.01% | 2,096 | -38 | -1.8% | -$9,489 | 减仓 |
| CCI | CROWN CASTLE INC | $51.97万 | 0.01% | 6,392 | -3,567 | -35.8% | -$29.00万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $51.60万 | 0.01% | 41,151 | -175 | -0.4% | -$2,195 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $51.58万 | 0.01% | 1,864 | 1,249 | 203.1% | $34.56万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $51.49万 | 0.01% | 19,136 | 3,791 | 24.7% | $10.20万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $51.46万 | 0.01% | 5,929 | -60 | -1.0% | -$5,207 | 减仓 |
| — | CYBERARK SOFTWARE LTD | $51.39万 | 0.01% | 1,257 | -160 | -11.3% | -$6.54万 | 减仓 |
| OMC | OMNICOM GROUP INC | $51.38万 | 0.01% | 6,823 | 608 | 9.8% | $4.58万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $51.35万 | 0.01% | 14,304 | 1,175 | 8.9% | $4.22万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $51.06万 | 0.01% | 3,375 | 2,290 | 211.1% | $34.64万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.96万 | 0.01% | 6,967 | 61 | 0.9% | $4,462 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $50.82万 | 0.01% | 13,826 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $50.61万 | 0.01% | 4,786 | 1,315 | 37.9% | $13.91万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $50.52万 | 0.01% | 23,423 | -7,549 | -24.4% | -$16.28万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $50.52万 | 0.01% | 10,596 | -3,200 | -23.2% | -$15.26万 | 减仓 |
| ELF | E L F BEAUTY INC | $50.48万 | 0.01% | 8,329 | 5,706 | 217.5% | $34.58万 | 加仓 |
| MLN | VANECK ETF TRUST | $50.38万 | 0.01% | 28,887 | -2,333 | -7.5% | -$4.07万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $50.31万 | 0.01% | 10,118 | -508 | -4.8% | -$2.53万 | 减仓 |
| IMCG | ISHARES TR | $50.20万 | 0.01% | 6,373 | 129 | 2.1% | $1.02万 | 加仓 |
| INCY | INCYTE CORP | $50.19万 | 0.01% | 5,333 | 1,436 | 36.8% | $13.52万 | 加仓 |
| BTAL | AGF INVTS TR | $49.66万 | 0.01% | 35,572 | 9,441 | 36.1% | $13.18万 | 加仓 |
| NVT | NVENT ELEC PLC | $49.48万 | 0.01% | 4,183 | 368 | 9.6% | $4.35万 | 加仓 |
| GIS | GENERAL MILLS INC | $49.36万 | 0.01% | 13,263 | 1,532 | 13.1% | $5.70万 | 加仓 |
| EWC | ISHARES INC | $49.12万 | 0.01% | 8,966 | 6,574 | 274.8% | $36.02万 | 加仓 |
| ABNB | AIRBNB INC | $49.07万 | 0.01% | 3,886 | 434 | 12.6% | $5.48万 | 加仓 |
| PTNQ | PACER FDS TR | $49.05万 | 0.01% | 6,723 | -68 | -1.0% | -$4,961 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $48.71万 | 0.01% | 21,475 | -8,604 | -28.6% | -$19.51万 | 减仓 |
| PCG | PG&E CORP | $48.67万 | 0.01% | 27,702 | 3,459 | 14.3% | $6.08万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $48.62万 | 0.01% | 23,977 | -7,681 | -24.3% | -$15.58万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $48.57万 | 0.01% | 4,972 | 116 | 2.4% | $1.13万 | 加仓 |
| — | CALAMOS ETF TR | $48.57万 | 0.01% | 17,237 | 17,237 | — | $48.57万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $48.32万 | 0.01% | 2,363 | -102 | -4.1% | -$2.09万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.29万 | 0.01% | 10,286 | 725 | 7.6% | $3.40万 | 加仓 |
| IBHH | ISHARES TR | $48.26万 | 0.01% | 20,561 | 3,827 | 22.9% | $8.98万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $48.21万 | 0.01% | 13,324 | 1,554 | 13.2% | $5.62万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $48.15万 | 0.01% | 6,053 | 746 | 14.1% | $5.93万 | 加仓 |
| TOL | TOLL BROTHERS INC | $48.12万 | 0.01% | 3,526 | 326 | 10.2% | $4.45万 | 加仓 |
| PINS | PINTEREST INC | $48.02万 | 0.01% | 26,185 | -4,042 | -13.4% | -$7.41万 | 减仓 |
| DTCR | GLOBAL X FDS | $47.85万 | 0.01% | 19,969 | -1,128 | -5.3% | -$2.70万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $47.82万 | 0.01% | 23,462 | 23,462 | — | $47.82万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.78万 | 0.01% | 14,955 | 1,764 | 13.4% | $5.64万 | 加仓 |
| BKH | BLACK HILLS CORP | $47.73万 | 0.01% | 6,876 | -42 | -0.6% | -$2,915 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $47.66万 | 0.01% | 15,568 | 1,109 | 7.7% | $3.40万 | 加仓 |
| IBDZ | ISHARES TR | $47.42万 | 0.01% | 18,197 | 183 | 1.0% | $4,769 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $47.39万 | 0.01% | 10,882 | 0 | 0.0% | — | 不变 |
| MLPB | UBS AG LONDON BRANCH | $47.35万 | 0.01% | 16,310 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $47.32万 | 0.01% | 1,318 | -88 | -6.3% | -$3.16万 | 减仓 |
| IWV | ISHARES TR | $47.30万 | 0.01% | 1,276 | 220 | 20.8% | $8.15万 | 加仓 |
| DDWM | WISDOMTREE TR | $47.25万 | 0.01% | 10,711 | -2,511 | -19.0% | -$11.08万 | 减仓 |
| RBRK | RUBRIK INC. | $47.21万 | 0.01% | 9,641 | 805 | 9.1% | $3.94万 | 加仓 |
| HPQ | HP INC | $47.03万 | 0.01% | 24,484 | 335 | 1.4% | $6,435 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.02万 | 0.01% | 13,554 | 1,416 | 11.7% | $4.91万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $46.95万 | 0.01% | 11,335 | 438 | 4.0% | $1.81万 | 加仓 |
| GEN | GEN DIGITAL INC | $46.93万 | 0.01% | 24,922 | 20,606 | 477.4% | $38.80万 | 加仓 |
| EMXC | ISHARES INC | $46.86万 | 0.01% | 5,957 | -277 | -4.4% | -$2.18万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $46.69万 | 0.01% | 4,634 | -133 | -2.8% | -$1.34万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.52万 | 0.01% | 1,530 | 126 | 9.0% | $3.83万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $46.32万 | 0.01% | 1,710 | -1,699 | -49.8% | -$46.02万 | 减仓 |