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
CSCO CISCO SYS INC $1,019.03万0.21%131,335 4,6673.7% $36.21万 加仓
IWP ISHARES TR $1,013.89万0.21%79,136 5,0496.8% $64.69万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $1,011.57万0.21%603,202 -14,812-2.4% -$24.84万 减仓
Z ZILLOW GROUP INC $1,001.08万0.21%241,924 168,003227.3% $695.20万 加仓
T AT&T INC $995.57万0.21%343,417 20,8726.5% $60.51万 加仓
XLV SELECT SECTOR SPDR TR $987.15万0.20%67,332 13,54225.2% $198.54万 加仓
UBER UBER TECHNOLOGIES INC $981.45万0.20%136,445 74,678120.9% $537.16万 加仓
FISV FISERV INC $980.28万0.20%175,678 96,035120.6% $535.88万 加仓
DFAU DIMENSIONAL ETF TRUST $977.52万0.20%216,648 8,2974.0% $37.44万 加仓
NLR VANECK ETF TRUST $973.15万0.20%73,065 1,7212.4% $22.92万 加仓
MA MASTERCARD INCORPORATED $959.20万0.20%19,197 1,5969.1% $79.75万 加仓
CEF SPROTT ASSET MANAGEMENT LP $943.18万0.20%197,649 -37,031-15.8% -$176.71万 减仓
DYNF BLACKROCK ETF TRUST $941.86万0.20%161,887 -965-0.6% -$5.61万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $931.96万0.19%198,163 6,3283.3% $29.76万 加仓
PULS PGIM ETF TR $930.75万0.19%188,030 24,88015.2% $123.16万 加仓
IBDS ISHARES TR $910.85万0.19%375,764 81,81827.8% $198.33万 加仓
BINC BLACKROCK ETF TRUST II $910.14万0.19%175,263 28,71619.6% $149.12万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $900.70万0.19%206,631 4,3032.1% $18.76万 加仓
VB VANGUARD INDEX FDS $899.12万0.19%34,328 -945-2.7% -$24.75万 减仓
IVLU ISHARES TR $891.89万0.18%224,771 60,35436.7% $239.48万 加仓
JNJ JOHNSON & JOHNSON $870.87万0.18%35,627 -1,061-2.9% -$25.94万 减仓
XLK SELECT SECTOR SPDR TR $860.39万0.18%64,740 4,0806.7% $54.22万 加仓
TLH ISHARES TR $851.56万0.18%84,547 44,118109.1% $444.36万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $851.16万0.18%124,657 1,1260.9% $7.69万 加仓
BAC BANK AMERICA CORP $844.44万0.18%173,219 9,9146.1% $48.33万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $842.23万0.17%86,846 -1,970-2.2% -$19.11万 减仓
VZ VERIZON COMMUNICATIONS INC $841.02万0.17%167,533 2,3491.4% $11.79万 加仓
MINT PIMCO ETF TR $834.86万0.17%83,013 24,01740.7% $241.54万 加仓
GRNY TIDAL TRUST I $828.16万0.17%346,944 12,2713.7% $29.29万 加仓
SCHZ SCHWAB STRATEGIC TR $826.48万0.17%355,933 -97,984-21.6% -$227.52万 减仓
PBW INVESCO EXCHANGE TRADED FD T $821.45万0.17%260,117 259,33533,163.0% $818.98万 加仓
TER TERADYNE INC $813.34万0.17%27,435 24,704904.6% $732.37万 加仓
TJX TJX COS INC NEW $808.05万0.17%50,598 1,2462.5% $19.90万 加仓
IBM INTERNATIONAL BUSINESS MACHS $803.35万0.17%33,143 -6,656-16.7% -$161.33万 减仓
VWO VANGUARD INTL EQUITY INDEX F $799.08万0.17%147,841 14,70411.0% $79.48万 加仓
FNDF SCHWAB STRATEGIC TR $781.84万0.16%159,787 -6,325-3.8% -$30.95万 减仓
NEM NEWMONT CORP $777.53万0.16%71,827 3,0484.4% $32.99万 加仓
IBDT ISHARES TR $770.66万0.16%304,247 57,78823.4% $146.38万 加仓
URI UNITED RENTALS INC $770.31万0.16%10,573 7,945302.3% $578.84万 加仓
IOCT INNOVATOR ETFS TRUST $761.46万0.16%217,251 -991-0.5% -$3.47万 减仓
LMT LOCKHEED MARTIN CORP $753.80万0.16%12,472 2842.3% $17.16万 加仓
COWZ PACER FDS TR $752.72万0.16%120,320 -5,099-4.1% -$31.90万 减仓
XLU SELECT SECTOR SPDR TR $752.28万0.16%163,932 11,1057.3% $50.96万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $741.16万0.15%21,931 8143.9% $27.51万 加仓
SOXX ISHARES TR $740.83万0.15%22,541 4,37524.1% $143.79万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $740.09万0.15%39,148 38,97722,793.6% $736.86万 加仓
BIL SPDR SERIES TRUST $736.84万0.15%80,406 32,18566.7% $294.94万 加仓
GLD SPDR GOLD TR $735.02万0.15%17,082 -5,694-25.0% -$245.01万 减仓
PM PHILIP MORRIS INTL INC $731.10万0.15%44,218 3,6549.0% $60.42万 加仓
VLUE ISHARES TR $729.72万0.15%51,320 9,06421.5% $128.88万 加仓
PWR QUANTA SVCS INC $725.53万0.15%13,215 11,698771.1% $642.24万 加仓
IJJ ISHARES TR $719.24万0.15%54,282 330.1% $4,372 加仓
FANG DIAMONDBACK ENERGY INC $718.49万0.15%36,326 11,61347.0% $229.69万 加仓
GFI GOLD FIELDS LTD $717.85万0.15%158,117 -334,248-67.9% -$1,517.49万 减仓
GS GOLDMAN SACHS GROUP INC $716.72万0.15%8,472 3,95587.6% $334.59万 加仓
CRWD CROWDSTRIKE HLDGS INC $713.83万0.15%18,284 1,6339.8% $63.75万 加仓
BKLC BNY MELLON ETF TRUST $704.13万0.15%56,416 2,0483.8% $25.56万 加仓
ORCL ORACLE CORP $702.10万0.15%47,726 1,2842.8% $18.89万 加仓
TAXF AMERICAN CENTY ETF TR $694.28万0.14%138,718 12,3339.8% $61.73万 加仓
VEU VANGUARD INTL EQUITY INDEX F $691.57万0.14%92,086 -2,725-2.9% -$20.46万 减仓
TCAF T ROWE PRICE ETF INC $689.86万0.14%193,835 129,190199.8% $459.79万 加仓
TGTX TG THERAPEUTICS INC $686.12万0.14%206,538 9,2804.7% $30.83万 加仓
VHT VANGUARD WORLD FD $669.25万0.14%24,575 5,89031.5% $160.40万 加仓
VONG VANGUARD SCOTTSDALE FDS $667.98万0.14%60,897 1,9713.3% $21.62万 加仓
GSIE GOLDMAN SACHS ETF TR $667.03万0.14%154,655 17,63612.9% $76.06万 加仓
IUSB ISHARES TR $661.90万0.14%143,299 1,0330.7% $4.77万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $661.58万0.14%315,638 83,80636.1% $175.66万 加仓
RWJ INVESCO EXCH TRADED FD TR II $660.24万0.14%130,793 27,98927.2% $141.29万 加仓
DVY ISHARES TR $657.39万0.14%43,418 1,5093.6% $22.85万 加仓
FDD FIRST TR EXCHANGE-TRADED FD $656.63万0.14%368,685 39,67712.1% $70.66万 加仓
SPEM SPDR INDEX SHS FDS $652.11万0.14%139,014 10,9258.5% $51.25万 加仓
SHV ISHARES TR $649.87万0.13%58,870 -14,021-19.2% -$154.78万 减仓
QGRO AMERICAN CENTY ETF TR $648.13万0.13%61,709 -3,430-5.3% -$36.03万 减仓
IYW ISHARES TR $641.95万0.13%35,385 -685-1.9% -$12.43万 减仓
STIP ISHARES TR $639.19万0.13%61,799 12,83926.2% $132.79万 加仓
CARR CARRIER GLOBAL CORPORATION $639.03万0.13%113,485 20,75422.4% $116.87万 加仓
GLW CORNING INC $637.21万0.13%46,864 -10,902-18.9% -$148.23万 减仓
IWY ISHARES TR $634.07万0.13%25,481 -5,951-18.9% -$148.08万 减仓
PH PARKER-HANNIFIN CORP $621.30万0.13%6,940 -635-8.4% -$56.85万 减仓
IBDU ISHARES TR $618.52万0.13%265,916 29,48312.5% $68.58万 加仓
PVAL PUTNAM ETF TRUST $616.85万0.13%132,942 52,66865.6% $244.38万 加仓
MGC VANGUARD WORLD FD $613.80万0.13%25,970 -86-0.3% -$2.03万 减仓
FV FIRST TR EXCHANGE TRADED FD $612.89万0.13%101,409 1,1641.2% $7.03万 加仓
IGV ISHARES TR $609.48万0.13%76,137 70,5701,267.6% $564.91万 加仓
XLI SELECT SECTOR SPDR TR $608.93万0.13%37,651 1,1373.1% $18.39万 加仓
IBB ISHARES TR $605.72万0.13%35,873 15,38775.1% $259.81万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $602.55万0.12%125,779 2950.2% $1.41万 加仓
VTEB VANGUARD MUN BD FDS $602.38万0.12%120,742 6,7345.9% $33.60万 加仓
SCHW SCHWAB CHARLES CORP $599.72万0.12%63,814 13,32926.4% $125.27万 加仓
GDX VANECK ETF TRUST $596.75万0.12%65,027 8411.3% $7.72万 加仓
ABT ABBOTT LABORATORIES $590.60万0.12%57,524 1,4832.6% $15.23万 加仓
CRM SALESFORCE INC $588.72万0.12%31,538 8,44536.6% $157.64万 加仓
USFR WISDOMTREE TR $585.94万0.12%116,396 70,648154.4% $355.64万 加仓
NOW SERVICENOW INC $572.25万0.12%54,735 32,563146.9% $340.45万 加仓
INFL LISTED FDS TR $570.68万0.12%109,620 -3,584-3.2% -$18.66万 减仓
VXF VANGUARD INDEX FDS $566.11万0.12%27,508 26,7223,399.7% $549.94万 加仓
DOW DOW HLDGS INC $565.80万0.12%135,847 -13,107-8.8% -$54.59万 减仓
PFE PFIZER INC $562.71万0.12%200,397 -9,475-4.5% -$26.61万 减仓
ADBE ADOBE INC $557.29万0.12%22,926 1,5347.2% $37.29万 加仓
IJS ISHARES TR $556.32万0.12%46,967 5081.1% $6.02万 加仓