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
MUST COLUMBIA ETF TR I $9.15万0.00%4,460 -2-0.0% -$41 减仓
FPF FIRST TR INTER DURATN PFD & $9.13万0.00%5,179 00.0% — 不变
MFC MANULIFE FINL CORP $9.13万0.00%2,650 -27-1.0% -$930 减仓
PLNT PLANET FITNESS MASTER ISSUER $9.13万0.00%1,227 252.1% $1,859 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $9.10万0.00%1,330 -85-6.0% -$5,817 减仓
— FIRST TR EXCHNG TRADED FD VI $9.07万0.00%1,929 00.0% — 不变
TD TORONTO DOMINION BK ONT $9.04万0.00%969 19324.9% $1.80万 加仓
PPC PILGRIMS PRIDE CORP $9.03万0.00%2,391 -1,921-44.6% -$7.25万 减仓
AVDV AMERICAN CENTY ETF TR $9.03万0.00%904 764545.7% $7.63万 加仓
— PROSHARES TR $9.01万0.00%2,700 27511.3% $9,181 加仓
PTCT PTC THERAPEUTICS INC $9.01万0.00%1,322 655.2% $4,428 加仓
SPSB SPDR SERIES TRUST $9.00万0.00%2,993 -151-4.8% -$4,541 减仓
FLXS FLEXSTEEL INDS INC $8.99万0.00%2,001 1,277176.4% $5.74万 加仓
SPYD SPDR SERIES TRUST $8.99万0.00%1,974 70.4% $319 加仓
PLMR PALOMAR HLDGS INC $8.97万0.00%751 8713.1% $1.04万 加仓
— CLEARWAY ENERGY INC $8.93万0.00%2,280 60536.1% $2.37万 加仓
— INNOVATOR ETFS TRUST $8.92万0.00%3,177 -12,773-80.1% -$35.87万 减仓
VFC V F CORP $8.92万0.00%5,251 1,00023.5% $1.70万 加仓
DEO DIAGEO PLC $8.92万0.00%1,198 -868-42.0% -$6.46万 减仓
MNDY MONDAY COM LTD $8.85万0.00%1,281 413.3% $2,834 加仓
IYE ISHARES TR $8.85万0.00%1,366 -53-3.7% -$3,433 减仓
RELX RELX PLC $8.83万0.00%2,663 -265-9.1% -$8,785 减仓
FENY FIDELITY COVINGTON TRUST $8.79万0.00%2,584 140.5% $476 加仓
FXN FIRST TR EXCHANGE-TRADED FD $8.79万0.00%3,912 -1,074-21.5% -$2.41万 减仓
GPN GLOBAL PMTS INC $8.78万0.00%1,305 -168-11.4% -$1.13万 减仓
MRSK NORTHERN LIGHTS FD TR $8.76万0.00%2,479 30.1% $106 加仓
AG FIRST MAJESTIC SILVER CORP $8.76万0.00%4,077 3,658873.0% $7.86万 重新持有
RS RELIANCE INC $8.75万0.00%288 -32-10.0% -$9,725 减仓
SJM SMUCKER J M CO $8.74万0.00%906 508127.6% $4.90万 加仓
AGX ARGAN INC $8.71万0.00%160 -106-39.8% -$5.77万 减仓
CSL CARLISLE COS INC $8.71万0.00%261 156148.6% $5.20万 加仓
ATRO ASTRONICS CORP $8.65万0.00%1,297 23522.1% $1.57万 加仓
— INNOVATOR ETFS TRUST $8.65万0.00%2,593 00.0% — 不变
— INNOVATOR ETFS TRUST $8.65万0.00%4,660 4,660— $8.65万 新建仓
ARKQ ARK ETF TR $8.64万0.00%768 7281,820.0% $8.19万 加仓
IAI ISHARES TR $8.64万0.00%526 -34,369-98.5% -$564.27万 减仓
IHAK ISHARES TR $8.63万0.00%1,978 412.1% $1,790 加仓
— AIM ETF PRODUCTS TRUST $8.62万0.00%3,295 1,58592.7% $4.15万 加仓
— LISTED FDS TR $8.61万0.00%4,189 20.0% $41 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $8.61万0.00%1,103 -565-33.9% -$4.41万 减仓
LMUB ISHARES TR $8.60万0.00%1,722 1,722— $8.60万 新建仓
CPAI NORTHERN LTS FD TR III $8.59万0.00%2,055 1,149126.8% $4.80万 加仓
— G WILLI FOOD INTL LTD $8.59万0.00%3,400 00.0% — 不变
TTC TORO CO $8.57万0.00%917 11414.2% $1.07万 加仓
CIM CHIMERA INVT CORP $8.57万0.00%6,826 6109.8% $7,655 加仓
COGT COGENT BIOSCIENCES INC $8.56万0.00%2,224 2,2009,166.7% $8.47万 加仓
KBR KBR INC $8.54万0.00%2,317 -30-1.3% -$1,106 减仓
BCI ABRDN ETFS $8.54万0.00%3,515 3,515— $8.54万 新建仓
PSK SPDR SERIES TRUST $8.53万0.00%2,765 1576.0% $4,842 加仓
HTO H2O AMERICA $8.52万0.00%1,452 47648.8% $2.79万 加仓
HBAN HUNTINGTON BANCSHARES INC $8.51万0.00%5,435 -2,680-33.0% -$4.19万 减仓
— INVESCO EXCH TRD SLF IDX FD $8.49万0.00%3,500 00.0% — 不变
— AIM ETF PRODUCTS TRUST $8.46万0.00%3,292 1,54288.1% $3.96万 加仓
— LISTED FDS TR $8.45万0.00%2,757 72635.7% $2.23万 加仓
BAPR INNOVATOR ETFS TRUST $8.42万0.00%1,719 -300-14.9% -$1.47万 减仓
DIV GLOBAL X FDS $8.40万0.00%4,445 00.0% — 不变
AAXJ ISHARES TR $8.40万0.00%872 00.0% — 不变
RR RICHTECH ROBOTICS INC $8.38万0.00%40,075 14,25055.2% $2.98万 加仓
IYM ISHARES TR $8.37万0.00%476 -219-31.5% -$3.85万 减仓
— RBB FD INC $8.36万0.00%2,614 00.0% — 不变
FNB F N B CORP $8.34万0.00%4,987 00.0% — 不变
UVV UNIVERSAL CORP VA MTNS BK EN $8.33万0.00%1,581 1,4871,581.9% $7.84万 加仓
FULT FULTON FINL CORP PA $8.33万0.00%4,093 3,021281.8% $6.14万 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $8.29万0.00%741 -763-50.7% -$8.54万 减仓
BJUL INNOVATOR ETFS TRUST $8.29万0.00%1,669 -15-0.9% -$745 减仓
IMCR IMMUNOCORE HLDGS PLC $8.29万0.00%2,749 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $8.28万0.00%1,216 44457.5% $3.02万 加仓
PRIM PRIMORIS SVCS CORP $8.28万0.00%579 -47-7.5% -$6,723 减仓
IBND SPDR SERIES TRUST $8.28万0.00%2,664 -472-15.1% -$1.47万 减仓
SSB SOUTHSTATE BK CORP $8.25万0.00%892 00.0% — 不变
NULV NUSHARES ETF TR $8.25万0.00%1,813 00.0% — 不变
VRSK VERISK ANALYTICS INC $8.24万0.00%434 -475-52.3% -$9.01万 减仓
— KRANESHARES TRUST $8.21万0.00%5,983 00.0% — 不变
LIT GLOBAL X FDS $8.20万0.00%1,103 00.0% — 不变
ADNT ADIENT PLC $8.16万0.00%4,039 501.3% $1,010 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $8.13万0.00%1,994 00.0% — 不变
BHP BHP BILLITON LIMITED $8.11万0.00%1,115 -89-7.4% -$6,474 减仓
VSS VANGUARD INTL EQUITY INDEX F $8.09万0.00%555 -676-54.9% -$9.86万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $8.08万0.00%1,251 231.9% $1,486 加仓
ARKF ARK ETF TR $8.05万0.00%2,119 -274-11.5% -$1.04万 减仓
— EA SERIES TRUST $8.05万0.00%2,039 00.0% — 不变
ILCV ISHARES TR $8.01万0.00%860 487130.6% $4.54万 加仓
HEI/A HEICO CORP NEW $8.00万0.00%379 18797.4% $3.95万 加仓
VLTO VERALTO CORP $7.97万0.00%901 -502-35.8% -$4.44万 减仓
CSTM CONSTELLIUM SE $7.94万0.00%3,232 2,423299.5% $5.96万 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $7.91万0.00%2,136 62541.4% $2.31万 加仓
RIGL RIGEL PHARMACEUTICALS INC $7.88万0.00%2,916 65228.8% $1.76万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $7.88万0.00%2,684 672.6% $1,967 加仓
AOS SMITH A O CORP $7.87万0.00%1,194 -753-38.7% -$4.97万 减仓
XMVM INVESCO EXCHANGE TRADED FD T $7.85万0.00%1,205 53479.6% $3.48万 加仓
— PROSHARES TR $7.84万0.00%1,000 1,000— $7.84万 新建仓
MMS MAXIMUS INC $7.80万0.00%1,217 -422-25.7% -$2.71万 减仓
HOLA J P MORGAN EXCHANGE TRADED F $7.80万0.00%1,482 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $7.79万0.00%714 20339.7% $2.21万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $7.74万0.00%7,610 00.0% — 不变
MAIN MAIN STR CAP CORP $7.74万0.00%1,461 221.5% $1,165 加仓
EWL ISHARES INC $7.72万0.00%1,313 1119.2% $6,528 加仓
STNG SCORPIO TANKERS INC $7.72万0.00%1,034 626153.4% $4.67万 加仓
IETC ISHARES U S ETF TR $7.66万0.00%867 283.3% $2,475 加仓
SFLR INNOVATOR ETFS TRUST $7.65万0.00%2,160 1708.5% $6,020 加仓