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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NUSCALE PWR CORP | $12.27万 | 0.00% | 11,320 | 3,728 | 49.1% | $4.04万 | 加仓 |
| FALN | ISHARES TR | $12.27万 | 0.00% | 4,592 | -53 | -1.1% | -$1,416 | 减仓 |
| XYLD | GLOBAL X FDS | $12.26万 | 0.00% | 3,133 | 84 | 2.8% | $3,287 | 加仓 |
| FOX | FOX CORP | $12.23万 | 0.00% | 2,304 | 2,198 | 2,073.6% | $11.67万 | 加仓 |
| — | PROSHARES TR | $12.22万 | 0.00% | 7,268 | 7,268 | — | $12.22万 | 新建仓 |
| — | CREXENDO INC | $12.21万 | 0.00% | 19,794 | 2,704 | 15.8% | $1.67万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $12.21万 | 0.00% | 5,483 | -13,163 | -70.6% | -$29.31万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $12.19万 | 0.00% | 3,892 | 1 | 0.0% | $31 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $12.18万 | 0.00% | 2,062 | 6 | 0.3% | $354 | 加仓 |
| WU | WESTERN UN CO | $12.16万 | 0.00% | 13,929 | -4,191 | -23.1% | -$3.66万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $12.16万 | 0.00% | 977 | 275 | 39.2% | $3.42万 | 加仓 |
| SMB | VANECK ETF TRUST | $12.11万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $12.11万 | 0.00% | 1,565 | 1,138 | 266.5% | $8.81万 | 加仓 |
| — | CONFLUENT INC | $12.06万 | 0.00% | 3,891 | -5,743 | -59.6% | -$17.80万 | 减仓 |
| XSW | SPDR SERIES TRUST | $12.05万 | 0.00% | 847 | -275 | -24.5% | -$3.91万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.05万 | 0.00% | 3,490 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $12.04万 | 0.00% | 5,050 | 5,050 | — | $12.04万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $12.00万 | 0.00% | 1,606 | 6 | 0.4% | $448 | 加仓 |
| L | LOEWS CORP | $11.98万 | 0.00% | 1,122 | -245 | -17.9% | -$2.62万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $11.97万 | 0.00% | 4,191 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $11.96万 | 0.00% | 1,179 | -577 | -32.9% | -$5.85万 | 减仓 |
| UBS | UBS GROUP AG | $11.94万 | 0.00% | 3,056 | -1,098 | -26.4% | -$4.29万 | 减仓 |
| GIB | CGI INC | $11.94万 | 0.00% | 1,633 | -107 | -6.1% | -$7,822 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $11.93万 | 0.00% | 6,392 | 706 | 12.4% | $1.32万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $11.92万 | 0.00% | 4,378 | 72 | 1.7% | $1,961 | 加仓 |
| NNN | NNN REIT INC | $11.91万 | 0.00% | 2,834 | -306 | -9.7% | -$1.29万 | 减仓 |
| EEMV | ISHARES INC | $11.90万 | 0.00% | 1,839 | 1 | 0.1% | $65 | 加仓 |
| ALLW | SSGA ACTIVE TR | $11.88万 | 0.00% | 4,119 | -2,837 | -40.8% | -$8.18万 | 减仓 |
| OVV | OVINTIV INC | $11.87万 | 0.00% | 1,999 | -766 | -27.7% | -$4.55万 | 减仓 |
| — | VANECK FDS | $11.85万 | 0.00% | 3,662 | -210 | -5.4% | -$6,798 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.85万 | 0.00% | 3,638 | -30 | -0.8% | -$977 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $11.84万 | 0.00% | 1,587 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $11.84万 | 0.00% | 4,510 | -3,435 | -43.2% | -$9.02万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $11.83万 | 0.00% | 25,560 | 19,394 | 314.5% | $8.98万 | 加仓 |
| WPC | WP CAREY INC | $11.83万 | 0.00% | 1,741 | 273 | 18.6% | $1.86万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $11.83万 | 0.00% | 5,303 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $11.83万 | 0.00% | 2,001 | 1,686 | 535.2% | $9.96万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $11.83万 | 0.00% | 3,508 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $11.82万 | 0.00% | 1,133 | -1 | -0.1% | -$104 | 减仓 |
| TRFK | PACER FDS TR | $11.79万 | 0.00% | 1,894 | 553 | 41.2% | $3.44万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $11.77万 | 0.00% | 1,774 | -1,200 | -40.3% | -$7.96万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $11.77万 | 0.00% | 2,571 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $11.75万 | 0.00% | 733 | 619 | 543.0% | $9.92万 | 加仓 |
| LOGI | LOGITECH INTL S A | $11.75万 | 0.00% | 1,289 | 1,189 | 1,189.0% | $10.83万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $11.72万 | 0.00% | 2,036 | -18 | -0.9% | -$1,036 | 减仓 |
| ALLY | ALLY FINL INC | $11.71万 | 0.00% | 2,986 | 288 | 10.7% | $1.13万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $11.70万 | 0.00% | 2,417 | 837 | 53.0% | $4.05万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $11.69万 | 0.00% | 4,947 | 2,447 | 97.9% | $5.78万 | 加仓 |
| BG | BUNGE GLOBAL SA | $11.68万 | 0.00% | 918 | -123 | -11.8% | -$1.56万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $11.66万 | 0.00% | 571 | 31 | 5.7% | $6,329 | 加仓 |
| GAP | GAP INC | $11.65万 | 0.00% | 4,815 | 569 | 13.4% | $1.38万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $11.64万 | 0.00% | 1,060 | 734 | 225.2% | $8.06万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $11.62万 | 0.00% | 811 | 208 | 34.5% | $2.98万 | 加仓 |
| FICO | FAIR ISAAC CORP | $11.53万 | 0.00% | 108 | 9 | 9.1% | $9,608 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $11.53万 | 0.00% | 866 | -237 | -21.5% | -$3.15万 | 减仓 |
| EPR | EPR PPTYS | $11.53万 | 0.00% | 2,307 | 431 | 23.0% | $2.15万 | 加仓 |
| XSD | SPDR SERIES TRUST | $11.51万 | 0.00% | 353 | 89 | 33.7% | $2.90万 | 加仓 |
| UNIT | UNITI GROUP LLC | $11.51万 | 0.00% | 12,271 | 78 | 0.6% | $732 | 加仓 |
| AVA | AVISTA CORP | $11.46万 | 0.00% | 2,856 | 206 | 7.8% | $8,269 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.46万 | 0.00% | 10,536 | -144,371 | -93.2% | -$157.08万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $11.42万 | 0.00% | 985 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $11.42万 | 0.00% | 3,077 | 46 | 1.5% | $1,707 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $11.42万 | 0.00% | 1,295 | 789 | 155.9% | $6.96万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $11.41万 | 0.00% | 1,921 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $11.41万 | 0.00% | 1,817 | -262 | -12.6% | -$1.65万 | 减仓 |
| — | REV GROUP INC | $11.39万 | 0.00% | 1,783 | 458 | 34.6% | $2.93万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $11.37万 | 0.00% | 104 | 5 | 5.1% | $5,467 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $11.37万 | 0.00% | 1,817 | -15 | -0.8% | -$938 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $11.34万 | 0.00% | 4,763 | -857 | -15.2% | -$2.04万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $11.33万 | 0.00% | 3,546 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $11.31万 | 0.00% | 1,741 | 617 | 54.9% | $4.01万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $11.31万 | 0.00% | 376 | 4 | 1.1% | $1,203 | 加仓 |
| MCHI | ISHARES TR | $11.30万 | 0.00% | 2,012 | -1,001 | -33.2% | -$5.62万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $11.25万 | 0.00% | 4,414 | -35 | -0.8% | -$892 | 减仓 |
| — | CALAMOS ETF TR | $11.22万 | 0.00% | 5,595 | -4,250 | -43.2% | -$8.52万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $11.20万 | 0.00% | 4,049 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $11.15万 | 0.00% | 571 | 5 | 0.9% | $976 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $11.11万 | 0.00% | 6,438 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $11.11万 | 0.00% | 1,635 | -955 | -36.9% | -$6.49万 | 减仓 |
| SNY | SANOFI SA | $11.06万 | 0.00% | 2,295 | 314 | 15.9% | $1.51万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $11.05万 | 0.00% | 414 | -37 | -8.2% | -$9,872 | 减仓 |
| SSNC | SS&C TECH HLDGS | $11.04万 | 0.00% | 1,634 | -56 | -3.3% | -$3,784 | 减仓 |
| OSK | OSHKOSH CORP | $11.04万 | 0.00% | 750 | -88 | -10.5% | -$1.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.04万 | 0.00% | 4,308 | 100 | 2.4% | $2,562 | 加仓 |
| DINO | HF SINCLAIR CORP | $10.99万 | 0.00% | 1,762 | -497 | -22.0% | -$3.10万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $10.99万 | 0.00% | 471 | 42 | 9.8% | $9,797 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $10.98万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $10.96万 | 0.00% | 11,175 | 11,175 | — | $10.96万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.95万 | 0.00% | 4,260 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $10.93万 | 0.00% | 1,090 | -52 | -4.6% | -$5,213 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $10.88万 | 0.00% | 1,871 | -6 | -0.3% | -$349 | 减仓 |
| ACT | ENACT HLDGS INC | $10.82万 | 0.00% | 2,651 | 2,554 | 2,633.0% | $10.42万 | 加仓 |
| OII | OCEANEERING INTL INC | $10.81万 | 0.00% | 3,048 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $10.78万 | 0.00% | 1,585 | -687 | -30.2% | -$4.67万 | 减仓 |
| HUN | HUNTSMAN CORP | $10.76万 | 0.00% | 8,085 | -9 | -0.1% | -$120 | 减仓 |
| WING | WINGSTOP INC | $10.75万 | 0.00% | 694 | -11 | -1.6% | -$1,705 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.74万 | 0.00% | 4,637 | -625 | -11.9% | -$1.45万 | 减仓 |
| SPUS | TIDAL TRUST I | $10.73万 | 0.00% | 2,229 | 402 | 22.0% | $1.94万 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $10.70万 | 0.00% | 3,375 | -2,200 | -39.5% | -$6.97万 | 减仓 |
| BOH | BANK HAWAII CORP | $10.69万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |