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
NFRA FLEXSHARES TR $2.73万0.00%427 00.0% — 不变
NWE NORTHWESTERN ENERGY GROUP IN $2.73万0.00%414 -41-9.0% -$2,704 减仓
PMBS PIMCO ETF TR $2.73万0.00%550 00.0% — 不变
KLIC KULICKE & SOFFA INDS INC $2.73万0.00%415 00.0% — 不变
MMIT NEW YORK LIFE INVTS ACTIVE E $2.72万0.00%1,130 00.0% — 不变
INVH INVITATION HOMES INC $2.72万0.00%1,094 -2,279-67.6% -$5.66万 减仓
— AIM ETF PRODUCTS TRUST $2.71万0.00%788 -5-0.6% -$172 减仓
— FIRST TR EXCHANGE TRADED FD $2.70万0.00%468 10.2% $58 加仓
ADT ADT INC DEL $2.70万0.00%4,110 -7,161-63.5% -$4.70万 减仓
IXP ISHARES TR $2.69万0.00%234 -51,994-99.6% -$597.20万 减仓
CRBG COREBRIDGE FINL INC $2.69万0.00%1,126 -671-37.3% -$1.60万 减仓
PTA COHEN & STEERS TAX ADVAN PFD $2.69万0.00%1,433 00.0% — 不变
WSFS WSFS FINL CORP $2.68万0.00%410 00.0% — 不变
— INNOVATOR ETFS TRUST $2.68万0.00%930 -1,400-60.1% -$4.03万 减仓
RGLO RUSSELL INVTS EXCHANGE TRADE $2.68万0.00%924 00.0% — 不变
APUE TRUST FOR PROFESSIONAL MANAG $2.67万0.00%667 00.0% — 不变
APG API GROUP CORP $2.67万0.00%659 -165-20.0% -$6,686 减仓
— INNOVATOR ETFS TRUST $2.67万0.00%805 00.0% — 不变
HAYW HAYWARD HLDGS INC $2.67万0.00%1,993 -489-19.7% -$6,543 减仓
WAL WESTERN ALLIANCE BANCORP $2.66万0.00%375 212130.1% $1.50万 加仓
TPC TUTOR PERINI CORP $2.66万0.00%344 00.0% — 不变
TXG 10X GENOMICS INC $2.65万0.00%1,250 10.1% $21 加仓
PII POLARIS INC $2.65万0.00%486 -100-17.1% -$5,450 减仓
RSPF INVESCO EXCHANGE TRADED FD T $2.65万0.00%371 -80-17.7% -$5,711 减仓
AUB ATLANTIC UN BANKSHARES CORP $2.64万0.00%740 00.0% — 不变
SFL SFL CORPORATION LTD $2.64万0.00%2,451 -23-0.9% -$248 减仓
NVR NVR INC $2.64万0.00%4 4— $2.64万 新建仓
NWL NEWELL BRANDS INC $2.63万0.00%7,677 2,86059.4% $9,810 加仓
VTES VANGUARD WELLINGTON FD $2.63万0.00%260 20.8% $202 加仓
— AIM ETF PRODUCTS TRUST $2.63万0.00%1,074 1,074— $2.63万 新建仓
— INNOVATOR ETFS TRUST $2.63万0.00%1,026 00.0% — 不变
HFXI NEW YORK LIFE INVESTMENTS ET $2.62万0.00%781 00.0% — 不变
AGZ ISHARES TR $2.62万0.00%239 -138-36.6% -$1.51万 减仓
HUM HUMANA INC $2.62万0.00%151 -423-73.7% -$7.33万 减仓
JJSF J & J SNACK FOODS CORP $2.61万0.00%329 -12-3.5% -$951 减仓
— RENAISSANCE CAP GREENWICH FD $2.60万0.00%621 421210.5% $1.76万 加仓
— EA SERIES TRUST $2.60万0.00%361 00.0% — 不变
— INNOVATOR ETFS TRUST $2.60万0.00%898 -240-21.1% -$6,947 减仓
RYAAY RYANAIR HOLDINGS PLC $2.60万0.00%449 11233.2% $6,474 加仓
— WISDOMTREE TR $2.59万0.00%931 -4-0.4% -$111 减仓
HCSG HEALTHCARE SVCS GROUP INC $2.59万0.00%1,396 -125-8.2% -$2,319 减仓
UTES ETFIS SER TR I $2.59万0.00%324 -8-2.4% -$639 减仓
PPH VANECK ETF TRUST $2.59万0.00%249 -81-24.5% -$8,414 减仓
— NORTHERN LTS FD TR IV $2.57万0.00%693 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT COR $2.57万0.00%80 00.0% — 不变
BIO BIO RAD LABS INC $2.56万0.00%92 22.2% $558 加仓
VPL VANGUARD INTL EQUITY INDEX F $2.56万0.00%262 00.0% — 不变
NTB BANK OF N T BUTTERFIELD & SO $2.56万0.00%487 00.0% — 不变
CATH GLOBAL X FDS $2.56万0.00%327 00.0% — 不变
IFLN INVESCO EXCH TRADED FD TR II $2.55万0.00%1,424 1,241678.1% $2.23万 加仓
THG HANOVER INS GROUP INC $2.55万0.00%147 -109-42.6% -$1.89万 减仓
SRPT SAREPTA THERAPEUTICS INC $2.54万0.00%1,169 -610-34.3% -$1.33万 减仓
BBW BUILD-A-BEAR WORKSHOP INC $2.54万0.00%679 -51-7.0% -$1,910 减仓
DC DAKOTA GOLD CORP $2.54万0.00%5,034 4,99713,505.4% $2.52万 加仓
OGE OGE ENERGY CORP $2.54万0.00%529 6113.0% $2,926 加仓
PWV INVESCO EXCHANGE TRADED FD T $2.53万0.00%363 -550-60.2% -$3.83万 减仓
UUUU ENERGY FUELS INC $2.53万0.00%1,386 -5,787-80.7% -$10.56万 减仓
XES SPDR SERIES TRUST $2.52万0.00%217 217— $2.52万 新建仓
SUSC ISHARES TR $2.52万0.00%1,090 -14-1.3% -$324 减仓
WHD CACTUS INC $2.52万0.00%532 368224.4% $1.74万 加仓
REG REGENCY CTRS CORP $2.52万0.00%333 -239-41.8% -$1.81万 减仓
ALK ALASKA AIR GROUP INC $2.52万0.00%684 10.1% $37 加仓
REXR REXFORD INDL RLTY INC $2.51万0.00%767 578.0% $1,866 加仓
SEPU AIM ETF PRODUCTS TRUST $2.50万0.00%892 202.3% $560 加仓
ARKW ARK ETF TR $2.50万0.00%207 00.0% — 不变
BLV VANGUARD BD INDEX FDS $2.49万0.00%362 226.5% $1,513 加仓
DFSI DIMENSIONAL ETF TRUST $2.49万0.00%587 -198-25.2% -$8,395 减仓
VTEC VANGUARD CALIF TAX FREE FDS $2.49万0.00%251 251— $2.49万 新建仓
CNA CNA FINL CORP $2.48万0.00%541 -32-5.6% -$1,469 减仓
NVTS NAVITAS SEMICONDUCTOR CORP $2.48万0.00%2,832 -10,390-78.6% -$9.11万 减仓
EVER EVERQUOTE INC $2.48万0.00%1,609 1,273378.9% $1.96万 加仓
NAVN NAVAN INC $2.47万0.00%1,866 1,866— $2.47万 新建仓
LAUR LAUREATE ED INC $2.47万0.00%708 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $2.45万0.00%4,091 4,05110,127.5% $2.43万 重新持有
PML PIMCO MUN INCOME FD II $2.44万0.00%3,221 00.0% — 不变
— FIRST TR EXCH TRADED FD III $2.43万0.00%634 00.0% — 不变
ARGT GLOBAL X FDS $2.43万0.00%260 135108.0% $1.26万 加仓
— SEMRUSH HLDGS INC $2.40万0.00%2,010 00.0% — 不变
— TEGNA INC $2.40万0.00%1,198 -1-0.1% -$20 减仓
— CSG SYS INTL INC $2.39万0.00%299 258629.3% $2.06万 加仓
ISTB ISHARES TR $2.39万0.00%493 102.1% $485 加仓
IEX IDEX CORP $2.39万0.00%126 -3-2.3% -$569 减仓
EWQ ISHARES INC $2.39万0.00%550 12027.9% $5,206 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $2.36万0.00%748 10616.5% $3,346 加仓
FMC FMC CORP $2.36万0.00%1,370 15512.8% $2,669 加仓
RXST RXSIGHT INC $2.36万0.00%3,829 1052.8% $647 加仓
PECO PHILLIPS EDISON & CO INC $2.36万0.00%630 -57-8.3% -$2,133 减仓
RXRX RECURSION PHARMACEUTICALS IN $2.35万0.00%7,655 -22,700-74.8% -$6.97万 减仓
— TREEHOUSE FOODS INC $2.35万0.00%966 30445.9% $7,384 加仓
AER AERCAP HOLDINGS NV $2.35万0.00%171 138.2% $1,783 加仓
SNN SMITH & NEPHEW PLC $2.35万0.00%738 -68-8.4% -$2,161 减仓
— PIPER SANDLER COMPANIES $2.34万0.00%306 10.3% $77 重新持有
ICHR ICHOR HOLDINGS $2.34万0.00%502 -8-1.6% -$373 减仓
VOD VODAFONE GROUP PLC $2.34万0.00%1,555 1006.9% $1,502 加仓
NEWT NEWTEKONE INC $2.33万0.00%2,130 -14-0.7% -$153 减仓
TECH BIO-TECHNE CORP $2.33万0.00%445 -164-26.9% -$8,571 减仓
EWI ISHARES INC $2.32万0.00%435 -1,715-79.8% -$9.16万 减仓
MMSI MERIT MED SYS INC $2.32万0.00%337 92.7% $620 加仓
— VANECK ETF TRUST $2.32万0.00%805 00.0% — 不变
ZG ZILLOW GROUP INC $2.31万0.00%558 22768.6% $9,396 加仓