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
STAG STAG INDUSTRIAL INC $23.73万0.00%6,580 -44-0.7% -$1,587 减仓
SDCI USCF ETF TR $23.70万0.00%8,700 4,30097.7% $11.71万 加仓
VV VANGUARD INDEX FDS $23.67万0.00%792 81.0% $2,391 加仓
TNL TRAVEL PLUS LEISURE CO $23.59万0.00%3,409 56119.7% $3.88万 加仓
BYD BOYD GAMING CORP $23.55万0.00%2,866 2,6411,173.8% $21.70万 加仓
BUFF INNOVATOR ETFS TRUST $23.39万0.00%4,733 -1,138-19.4% -$5.62万 减仓
HALO HALOZYME THERAPEUTICS INC $23.36万0.00%3,615 -31-0.9% -$2,004 减仓
ZS ZSCALER INC $23.33万0.00%1,663 -394-19.2% -$5.53万 减仓
VOX VANGUARD WORLD FD $23.29万0.00%1,295 -85-6.2% -$1.53万 减仓
HUBS HUBSPOT INC $23.17万0.00%949 -4,177-81.5% -$101.96万 减仓
SYF SYNCHRONY FINANCIAL $23.13万0.00%3,400 1,65094.3% $11.22万 加仓
PRFZ INVESCO EXCHANGE TRADED FD T $23.03万0.00%5,020 -107-2.1% -$4,908 减仓
SPTS SPDR SERIES TRUST $23.01万0.00%7,884 1,36020.8% $3.97万 加仓
RODM LATTICE STRATEGIES TR $22.99万0.00%5,831 1091.9% $4,297 加仓
DIVI FRANKLIN TEMPLETON ETF TR $22.98万0.00%5,772 00.0% — 不变
QTUM ETF SER SOLUTIONS $22.90万0.00%2,134 35720.1% $3.83万 加仓
IDYA IDEAYA BIOSCIENCES INC $22.89万0.00%6,869 -6-0.1% -$200 减仓
— INNOVATOR ETFS TRUST $22.84万0.00%11,120 -145,751-92.9% -$299.43万 减仓
BRO BROWN & BROWN INC $22.83万0.00%3,501 -15,716-81.8% -$102.48万 减仓
DPZ DOMINOS PIZZA INC $22.78万0.00%635 331108.9% $11.88万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.78万0.00%5,858 00.0% — 不变
CHE CHEMED CORP NEW $22.78万0.00%603 -1,068-63.9% -$40.34万 减仓
PGY PAGAYA TECHNOLOGIES LTD $22.76万0.00%19,535 2,46314.4% $2.87万 加仓
WPM WHEATON PRECIOUS METALS CORP $22.64万0.00%1,728 00.0% — 不变
IUSV ISHARES TR $22.58万0.00%2,208 -1,706-43.6% -$17.44万 减仓
VTWO VANGUARD SCOTTSDALE FDS $22.57万0.00%2,253 60.3% $601 加仓
PCOR PROCORE TECHNOLOGIES INC $22.53万0.00%3,952 1,46258.7% $8.33万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.50万0.00%7,309 -3-0.0% -$92 减仓
B BARRICK MNG CORP $22.49万0.00%5,513 -949-14.7% -$3.87万 减仓
IRM IRON MTN INC DEL $22.48万0.00%2,201 -920-29.5% -$9.40万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.45万0.00%6,004 00.0% — 不变
FSK FS KKR CAP CORP $22.38万0.00%21,985 -11,299-33.9% -$11.50万 减仓
FLKR FRANKLIN TEMPLETON ETF TR $22.32万0.00%5,599 5,599— $22.32万 新建仓
VEEV VEEVA SYS INC $22.31万0.00%1,270 21420.3% $3.76万 加仓
BITO PROSHARES TR $22.29万0.00%23,937 23,937— $22.29万 新建仓
WAT WATERS CORP $22.25万0.00%747 7011,523.9% $20.88万 加仓
DKNG DRAFTKINGS INC NEW $22.22万0.00%10,277 -23,895-69.9% -$51.66万 减仓
OAIM UNIFIED SER TR $22.18万0.00%5,151 921.8% $3,961 加仓
— INNOVATOR ETFS TRUST $22.16万0.00%7,531 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $22.13万0.00%1,400 20.1% $316 加仓
FSTA FIDELITY COVINGTON TRUST $22.10万0.00%4,223 2586.5% $1.35万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.01万0.00%6,560 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $21.99万0.00%3,276 47717.0% $3.20万 加仓
GPI GROUP 1 AUTOMOTIVE INC $21.99万0.00%665 -13-1.9% -$4,298 减仓
— NUVEEN SELECT MAT MUN FD $21.86万0.00%23,134 6,53039.3% $6.17万 加仓
BBAG J P MORGAN EXCHANGE TRADED F $21.83万0.00%4,729 47511.2% $2.19万 加仓
WRD WERIDE INC $21.79万0.00%26,933 25,7722,219.8% $20.85万 加仓
— INNOVATOR ETFS TRUST $21.75万0.00%8,170 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $21.74万0.00%7,947 00.0% — 不变
HRMY HARMONY BIOSCIENCES HLDGS IN $21.70万0.00%7,749 3304.4% $9,243 加仓
TNA DIREXION SHARES ETF TRUST $21.69万0.00%4,914 2,40095.5% $10.59万 加仓
TXT TEXTRON INC $21.65万0.00%2,473 -103-4.0% -$9,019 减仓
BROS DUTCH BROS INC $21.64万0.00%4,271 -356-7.7% -$1.80万 减仓
SPOT SPOTIFY TECHNOLOGY S A $21.63万0.00%446 -21-4.5% -$1.02万 减仓
WTS WATTS WATER TECHNOLOGIES INC $21.54万0.00%742 393112.6% $11.41万 加仓
FDS FACTSET RESH SYS INC $21.53万0.00%992 -113-10.2% -$2.45万 减仓
LYG LLOYDS BANKING GROUP PLC $21.51万0.00%42,762 11,72537.8% $5.90万 加仓
MOH MOLINA HEALTHCARE INC $21.49万0.00%1,612 54350.8% $7.24万 加仓
— JANUS HENDERSON GROUP PLC $21.48万0.00%4,182 2,379131.9% $12.22万 加仓
QQQE DIREXION SHARES ETF TRUST $21.42万0.00%2,174 -2-0.1% -$197 减仓
— FIRST TR EXCHNG TRADED FD VI $21.39万0.00%8,623 00.0% — 不变
SNEX STONEX GROUP INC $21.39万0.00%2,652 72337.5% $5.83万 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $21.39万0.00%4,005 -1,054-20.8% -$5.63万 减仓
DBC INVESCO DB COMMDY INDX TRCK $21.36万0.00%7,378 -1,170-13.7% -$3.39万 减仓
PPLT ABRDN PLATINUM ETF TRUST $21.33万0.00%1,197 -14-1.2% -$2,495 减仓
RSG REPUBLIC SVCS INC $21.33万0.00%974 -648-40.0% -$14.19万 减仓
REM ISHARES TR $21.32万0.00%9,929 -201-2.0% -$4,315 减仓
FDLO FIDELITY COVINGTON TRUST $21.26万0.00%3,291 290.9% $1,873 加仓
EWBC EAST WEST BANCORP INC $21.25万0.00%1,990 170.9% $1,815 加仓
— VANGUARD MALVERN FDS $21.25万0.00%2,805 1,15570.0% $8.75万 加仓
TOTL SSGA ACTIVE ETF TR $21.23万0.00%5,343 -716-11.8% -$2.84万 减仓
EVRG EVERGY INC $21.18万0.00%2,585 -167-6.1% -$1.37万 减仓
RSPA INVESCO ACTIVELY MANAGED EXC $21.17万0.00%4,235 4,235— $21.17万 新建仓
MOD MODINE MFG CO $21.15万0.00%976 -11-1.1% -$2,384 减仓
BIIB BIOGEN INC $21.10万0.00%1,151 -55-4.6% -$1.01万 减仓
TTD THE TRADE DESK INC $20.99万0.00%9,251 -642-6.5% -$1.46万 减仓
SAP SAP SE $20.97万0.00%1,225 -405-24.8% -$6.93万 减仓
IDR IDAHO STRATEGIC RESOURCES $20.92万0.00%6,512 6,512— $20.92万 新建仓
SRE SEMPRA $20.88万0.00%2,149 1748.8% $1.69万 加仓
BOTZ GLOBAL X FDS $20.88万0.00%6,285 1,94244.7% $6.45万 加仓
PFFD GLOBAL X FDS $20.86万0.00%11,339 -2,462-17.8% -$4.53万 减仓
PXF INVESCO EXCH TRADED FD TR II $20.83万0.00%2,980 30011.2% $2.10万 加仓
A AGILENT TECHNOLOGIES INC $20.73万0.00%1,819 74068.6% $8.43万 加仓
DJD INVESCO EXCHANGE TRADED FD T $20.70万0.00%3,465 -242-6.5% -$1.45万 减仓
DTM DT MIDSTREAM INC $20.70万0.00%1,537 151.0% $2,020 加仓
JAJL INNOVATOR ETFS TRUST $20.68万0.00%7,114 2002.9% $5,814 加仓
ACHC ACADIA HEALTHCARE COMPANY IN $20.66万0.00%8,831 8,80736,695.8% $20.60万 加仓
IR INGERSOLL RAND INC $20.65万0.00%2,578 451.8% $3,605 加仓
FNDC SCHWAB STRATEGIC TR $20.64万0.00%4,452 -547-10.9% -$2.54万 减仓
IYC ISHARES TR $20.60万0.00%2,125 10.0% $97 加仓
OIH VANECK ETF TRUST $20.57万0.00%509 00.0% — 不变
MSCI MSCI INC $20.48万0.00%380 10638.7% $5.71万 加仓
IONQ IONQ INC $20.45万0.00%7,092 2,15643.7% $6.22万 加仓
IP INTERNATIONAL PAPER CO $20.45万0.00%5,727 -1,902-24.9% -$6.79万 减仓
— INVESCO EXCH TRD SLF IDX FD $20.33万0.00%8,000 00.0% — 不变
SOUN SOUNDHOUND AI INC $20.32万0.00%29,585 -1,806-5.8% -$1.24万 减仓
BBY BEST BUY INC $20.27万0.00%3,157 -374-10.6% -$2.40万 减仓
MUNI PIMCO ETF TR $20.25万0.00%3,881 43612.7% $2.28万 加仓
JXN JACKSON FINANCIAL INC $20.25万0.00%1,915 -377-16.4% -$3.99万 减仓
EVTC EVERTEC INC $20.24万0.00%7,171 -739-9.3% -$2.09万 减仓