13F 机构持仓

IFP Advisors, Inc

TAMPA FL · SEC CIK 0001641866

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.6%
NVDA 2.4%
AMZN 1.4%
MSFT 1.3%
GOOG 1.3%
SPY 1.2%
VUG 1.2%
QQQ 1.1%
IAU 1.0%
TLT 1.0%

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
FNCL FIDELITY COVINGTON TRUST $29.91万0.01%4,260 -91-2.1% -$6,388 减仓
CFR CULLEN FROST BANKERS INC $29.83万0.01%2,176 80.4% $1,097 加仓
VIGI VANGUARD WHITEHALL FDS $29.79万0.01%3,368 -2-0.1% -$177 减仓
CL COLGATE PALMOLIVE CO $29.71万0.01%3,486 -1,035-22.9% -$8.82万 减仓
ONC BEONE MEDICINES LTD $29.70万0.01%1,000 90.9% $2,673 加仓
CSHI NEOS ETF TRUST $29.67万0.01%5,960 5,960— $29.67万 新建仓
— FRANKLIN TEMPLETON DIGITAL H $29.64万0.01%7,564 00.0% — 不变
FEX FIRST TR EXCHANGE-TRADED ALP $29.59万0.01%2,427 1536.7% $1.87万 加仓
SHM SPDR SERIES TRUST $29.57万0.01%6,183 00.0% — 不变
RL RALPH LAUREN CORP $29.41万0.01%855 -18-2.1% -$6,192 减仓
WY WEYERHAEUSER CO $29.30万0.01%11,995 9889.0% $2.41万 加仓
BBHY J P MORGAN EXCHANGE TRADED F $29.25万0.01%6,382 -634-9.0% -$2.91万 减仓
— INNOVATOR ETFS TRUST $29.15万0.01%14,094 -100-0.7% -$2,068 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $29.14万0.01%7,391 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $29.12万0.01%2,008 28016.2% $4.06万 加仓
BSEP INNOVATOR ETFS TRUST $29.07万0.01%6,045 -748-11.0% -$3.60万 减仓
HUT HUT 8 CORP $29.06万0.01%6,194 5379.5% $2.52万 加仓
GBIL GOLDMAN SACHS ETF TR $29.02万0.01%2,896 -513-15.0% -$5.14万 减仓
HYD VANECK ETF TRUST $28.97万0.01%5,777 -3,279-36.2% -$16.44万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $28.91万0.01%1,302 18816.9% $4.17万 加仓
— ISHARES TR $28.91万0.01%11,026 6,254131.1% $16.40万 加仓
EWG ISHARES INC $28.85万0.01%7,272 6,7451,279.9% $26.76万 加仓
CHTR CHARTER COMMUNICATIONS INC $28.80万0.01%1,334 30229.3% $6.52万 加仓
— INNOVATOR ETFS TRUST $28.73万0.01%15,345 00.0% — 不变
RKLB ROCKET LAB CORP $28.69万0.01%4,468 44811.1% $2.88万 加仓
NTAP NETAPP INC $28.59万0.01%2,792 -921-24.8% -$9.43万 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $28.55万0.01%55,975 680.1% $347 加仓
ALSN ALLISON TRANSMISSION HLDGS I $28.52万0.01%2,436 -2,802-53.5% -$32.80万 减仓
— NUVEEN S&P 500 BUY-WRITE INC $28.48万0.01%18,947 -10,000-34.5% -$15.03万 减仓
NTRS NORTHERN TR CORP $28.47万0.01%2,040 1427.5% $1.98万 加仓
WSO WATSCO INC $28.34万0.01%779 -90-10.4% -$3.27万 减仓
CRS CARPENTER TECHNOLOGY CORP $28.30万0.01%718 607546.8% $23.92万 加仓
UHS UNIVERSAL HLTH SVCS INC $28.28万0.01%1,580 352.3% $6,264 加仓
EWP ISHARES INC $28.27万0.01%5,206 3,226162.9% $17.52万 加仓
RMD RESMED INC $28.13万0.01%1,253 564.7% $1.26万 加仓
TDVG T ROWE PRICE ETF INC $28.07万0.01%6,290 00.0% — 不变
ZAP GLOBAL X FDS $28.06万0.01%8,724 150.2% $482 加仓
EWW ISHARES INC $27.44万0.01%3,647 3,019480.7% $22.71万 加仓
ENTG ENTEGRIS INC $27.34万0.01%2,332 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $27.22万0.01%7,796 120.2% $419 加仓
— FIRST TR EXCHNG TRADED FD VI $27.21万0.01%6,497 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED $27.11万0.01%74,075 3,2394.6% $1.19万 加仓
PRCT PROCEPT BIOROBOTICS CORP $26.95万0.01%10,775 3,64051.0% $9.10万 加仓
CMBS ISHARES TR $26.94万0.01%5,528 2615.0% $1.27万 加仓
DOV DOVER CORP $26.93万0.01%1,292 -5,405-80.7% -$112.67万 减仓
FCFS FIRSTCASH HOLDINGS INC $26.88万0.01%1,430 1,010240.5% $18.99万 加仓
— INNOVATOR ETFS TRUST $26.87万0.01%10,520 100.1% $255 加仓
MAZE MAZE THERAPEUTICS INC $26.83万0.01%8,988 5,474155.8% $16.34万 加仓
MTD METTLER TOLEDO INTERNATIONAL $26.74万0.01%212 3419.1% $4.29万 加仓
BUFS FIRST TR EXCHNG TRADED FD VI $26.67万0.01%11,566 10,6581,173.8% $24.58万 加仓
BAR GRANITESHARES GOLD TR $26.59万0.01%5,765 1552.8% $7,150 加仓
— INNOVATOR ETFS TRUST $26.52万0.01%14,008 00.0% — 不变
MUR MURPHY OIL CORP $26.45万0.01%6,413 1492.4% $6,146 加仓
— INNOVATOR ETFS TRUST $26.45万0.01%9,656 -12,052-55.5% -$33.01万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $26.43万0.01%2,849 -24-0.8% -$2,226 减仓
ES EVERSOURCE ENERGY $26.42万0.01%3,814 38611.3% $2.67万 加仓
— CAPITAL GRP FIXED INCM ETF T $26.27万0.01%10,484 6,265148.5% $15.70万 加仓
CVE CENOVUS ENERGY INC $26.00万0.01%9,801 4,962102.5% $13.16万 加仓
VTC VANGUARD SCOTTSDALE FDS $25.96万0.01%3,379 76729.4% $5.89万 加仓
VDE VANGUARD WORLD FD $25.87万0.01%1,495 19715.2% $3.41万 加仓
MGY MAGNOLIA OIL & GAS CORP $25.83万0.01%8,181 -4-0.0% -$126 减仓
CNI CANADIAN NATL RY CO $25.83万0.01%2,513 -376-13.0% -$3.86万 减仓
CNC CENTENE CORP DEL $25.76万0.01%7,869 -2,174-21.6% -$7.12万 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $25.70万0.01%3,645 2226.5% $1.57万 加仓
— NYXOAH S A $25.51万0.01%87,365 87,365— $25.51万 新建仓
CDC VICTORY PORTFOLIOS II $25.34万0.01%3,548 00.0% — 不变
AIG AMERICAN INTL GROUP INC $25.32万0.01%3,365 280.8% $2,107 加仓
— INNOVATOR ETFS TRUST $25.27万0.01%9,448 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $25.24万0.01%1,191 -83-6.5% -$1.76万 减仓
BUFY FIRST TR EXCHNG TRADED FD VI $25.23万0.01%11,274 10,097857.9% $22.60万 加仓
FICS FIRST TR EXCHANGE TRADED FD $25.22万0.01%6,462 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $25.18万0.01%2,436 -3-0.1% -$310 减仓
PAG PENSKE AUTOMOTIVE GRP INC $25.15万0.01%1,682 -160-8.7% -$2.39万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $24.91万0.01%851 769.8% $2.22万 加仓
PBUS INVESCO EXCH TRADED FD TR II $24.86万0.01%3,815 310.8% $2,020 加仓
SLYV SPDR SERIES TRUST $24.86万0.01%2,628 -288-9.9% -$2.72万 减仓
LPX LOUISIANA PAC CORP $24.82万0.01%3,411 2106.6% $1.53万 加仓
FITB FIFTH THIRD BANCORP $24.79万0.01%5,335 -1,355-20.3% -$6.30万 减仓
GWW WW GRAINGER INC $24.65万0.01%226 -2,009-89.9% -$219.14万 减仓
VTR VENTAS INC $24.61万0.01%3,009 -1,260-29.5% -$10.30万 减仓
INGR INGREDION INC $24.58万0.01%2,182 -3-0.1% -$338 减仓
BWA BORGWARNER INC $24.57万0.01%4,528 -10,460-69.8% -$56.76万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $24.55万0.01%11,502 -241-2.1% -$5,143 减仓
KVUE KENVUE INC $24.52万0.01%14,224 1,95515.9% $3.37万 加仓
UNM UNUM GROUP $24.52万0.01%3,357 -2,738-44.9% -$20.00万 减仓
SMCI SUPER MICRO COMPUTER INC $24.51万0.01%10,766 -6,501-37.6% -$14.80万 减仓
AGNC AGNC INVT CORP $24.49万0.01%24,417 3,61017.3% $3.62万 加仓
APRW AIM ETF PRODUCTS TRUST $24.45万0.01%6,911 00.0% — 不变
— INNOVATOR ETFS TRUST $24.33万0.01%8,380 -870-9.4% -$2.53万 减仓
SNDA SONIDA SENIOR LIVING INC $24.27万0.01%7,526 7,526— $24.27万 新建仓
KAPR INNOVATOR ETFS TRUST $24.25万0.01%6,689 781.2% $2,827 加仓
AOR ISHARES TR $24.16万0.01%3,754 -122-3.1% -$7,851 减仓
CDW CDW CORP $24.07万0.00%1,989 -13-0.6% -$1,573 减仓
CLX CLOROX CO DEL $23.92万0.00%2,308 -3,317-59.0% -$34.37万 减仓
— WISDOMTREE TR $23.88万0.00%7,209 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $23.87万0.00%456 -5-1.1% -$2,617 减仓
PRI PRIMERICA INC $23.85万0.00%952 -9-0.9% -$2,254 减仓
FIVE FIVE BELOW INC $23.81万0.00%1,042 528102.7% $12.06万 加仓
YUMC YUM CHINA HLDGS INC $23.77万0.00%4,873 -38-0.8% -$1,854 减仓
NDSN NORDSON CORP $23.76万0.00%893 161.8% $4,257 加仓