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
LASR NLIGHT INC $2.31万0.00%405 00.0% — 不变
NBHC NATIONAL BK HLDGS CORP $2.30万0.00%587 40.7% $157 加仓
UNFI UNITED NAT FOODS INC $2.30万0.00%510 436589.2% $1.96万 加仓
— CALAMOS ETF TR $2.30万0.00%850 00.0% — 不变
HFRO HIGHLAND OPPS & INCOME FD $2.29万0.00%4,017 -1,205-23.1% -$6,881 减仓
BKU BANKUNITED INC $2.29万0.00%506 00.0% — 不变
BCC BOISE CASCADE CO DEL $2.28万0.00%301 165.6% $1,214 加仓
— ALEXANDER & BALDWIN INC NEW $2.27万0.00%1,088 -213-16.4% -$4,439 减仓
— SP FUNDS TRUST $2.27万0.00%654 589.7% $2,011 加仓
— ISHARES TR $2.26万0.00%1,009 00.0% — 不变
FXI ISHARES TR $2.25万0.00%626 -1,190-65.5% -$4.27万 减仓
EMBD GLOBAL X FDS $2.25万0.00%959 00.0% — 不变
NXDT NEXPOINT DIVERSIFIED REL ET $2.24万0.00%4,807 3217.2% $1,499 加仓
FAF FIRST AMERN FINL CORP $2.24万0.00%372 -377-50.3% -$2.27万 减仓
BKIE BNY MELLON ETF TRUST $2.24万0.00%240 00.0% — 不变
LRGF ISHARES TR $2.24万0.00%339 -2,424-87.7% -$16.00万 减仓
— FIRST TR EXCHNG TRADED FD VI $2.24万0.00%600 00.0% — 不变
ACEL ACCEL ENTERTAINMENT INC $2.23万0.00%2,048 1709.1% $1,855 加仓
MBWM MERCANTILE BK CORP $2.23万0.00%441 00.0% — 不变
— ISHARES TR $2.21万0.00%477 00.0% — 不变
AMBA AMBARELLA INC $2.21万0.00%429 231116.7% $1.19万 加仓
— ISHARES INC $2.21万0.00%453 266.1% $1,267 加仓
EL LAUDER ESTEE COS INC $2.20万0.00%307 -566-64.8% -$4.06万 减仓
RA BROOKFIELD REAL ASSETS INCOM $2.20万0.00%1,712 00.0% — 不变
— KRANESHARES TRUST $2.20万0.00%727 -105-12.6% -$3,177 减仓
— PIMCO STRATEGIC INCOME FD $2.20万0.00%4,100 00.0% — 不变
— NEOS ETF TRUST $2.20万0.00%674 00.0% — 不变
FPS FORGENT POWER SOLUTIONS INC $2.20万0.00%750 750— $2.20万 新建仓
JPSE J P MORGAN EXCHANGE TRADED F $2.19万0.00%418 10.2% $52 加仓
— MIND TECHNOLOGY INC $2.19万0.00%2,621 49023.0% $4,091 加仓
— SARATOGA INVT CORP $2.19万0.00%1,000 00.0% — 不变
— GLOBAL X FDS $2.18万0.00%499 -119-19.3% -$5,206 减仓
VTIP VANGUARD MALVERN FDS $2.18万0.00%437 -164-27.3% -$8,192 减仓
BF/B BROWN FORMAN CORP $2.17万0.00%821 -319-28.0% -$8,434 减仓
— FIS TR $2.17万0.00%674 674— $2.17万 新建仓
RIG TRANSOCEAN LTD $2.17万0.00%3,267 45616.2% $3,023 加仓
— TAYLOR DEVICES INC $2.17万0.00%380 380— $2.17万 新建仓
AGQ PROSHARES TR II $2.16万0.00%181 -19-9.5% -$2,271 减仓
GTM ZOOMINFO TECHNOLOGIES INC $2.16万0.00%3,614 2,261167.1% $1.35万 加仓
FRO FRONTLINE PLC $2.16万0.00%619 19947.4% $6,937 加仓
NMRK NEWMARK GROUP INC $2.15万0.00%1,433 -9,670-87.1% -$14.50万 减仓
CHI CALAMOS CONV OPPORTUNITIES & $2.15万0.00%2,000 00.0% — 不变
FEGE RBB FUND TRUST $2.14万0.00%456 00.0% — 不变
STXF EA SERIES TRUST $2.14万0.00%509 4910.7% $2,057 加仓
— GLOBAL X FDS $2.14万0.00%600 00.0% — 不变
WRB BERKLEY W R CORP $2.13万0.00%322 -3,065-90.5% -$20.31万 减仓
AGGY WISDOMTREE TR $2.13万0.00%491 -4,950-91.0% -$21.51万 减仓
WABC WESTAMERICA BANCORPORATION $2.13万0.00%409 -32-7.3% -$1,669 减仓
PCTY PAYLOCITY HLDG CORP $2.13万0.00%197 -207-51.2% -$2.24万 减仓
HHH HOWARD HUGHES HOLDINGS INC $2.13万0.00%336 -27-7.4% -$1,708 减仓
CWT CALIFORNIA WTR SVC GROUP $2.12万0.00%468 10528.9% $4,761 加仓
CR CRANE COMPANY $2.12万0.00%124 -108-46.6% -$1.85万 减仓
COPX GLOBAL X FDS $2.11万0.00%277 7738.5% $5,879 加仓
CNO CNO FINL GROUP INC $2.11万0.00%515 51.0% $205 加仓
USXF ISHARES TR $2.11万0.00%383 269236.0% $1.48万 加仓
NTSX WISDOMTREE TR $2.11万0.00%405 10.2% $52 加仓
— NEOS ETF TRUST $2.10万0.00%425 425— $2.10万 新建仓
— VENTYX BIOSCIENCES INC $2.10万0.00%1,500 1,49529,900.0% $2.09万 重新持有
SIL GLOBAL X FDS $2.09万0.00%232 20.9% $180 加仓
URG UR-ENERGY INC $2.09万0.00%14,000 00.0% — 不变
PWRD TCW ETF TRUST $2.08万0.00%213 213— $2.08万 新建仓
MAT MATTEL INC $2.08万0.00%1,433 -74-4.9% -$1,075 减仓
PBR PETROLEO BRASILEIRO S A $2.08万0.00%1,003 00.0% — 不变
NTGR NETGEAR INC $2.08万0.00%951 -1,292-57.6% -$2.82万 减仓
— NUVEEN CALIFORNIA MUNI VLU F $2.08万0.00%2,213 2,213— $2.08万 新建仓
VFMO VANGUARD WELLINGTON FD $2.07万0.00%105 85425.0% $1.68万 加仓
HNI HNI CORP $2.06万0.00%616 -2-0.3% -$67 减仓
SOXQ INVESCO EXCH TRADED FD TR II $2.05万0.00%343 11953.1% $7,104 加仓
— INNOVATOR ETFS TRUST $2.04万0.00%705 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $2.04万0.00%440 -555-55.8% -$2.58万 减仓
CPK CHESAPEAKE UTILS CORP $2.03万0.00%161 00.0% — 不变
SWBI SMITH & WESSON BRANDS INC $2.03万0.00%1,418 806.0% $1,146 加仓
BRKR BRUKER CORP $2.03万0.00%562 14133.5% $5,093 加仓
BEP BROOKFIELD RENEWABLE ENERGY $2.03万0.00%621 23058.8% $7,507 加仓
PFGC PERFORMANCE FOOD GROUP CO $2.01万0.00%235 00.0% — 不变
PNQI INVESCO EXCHANGE TRADED FD T $2.01万0.00%450 450— $2.01万 新建仓
EUFN ISHARES TR $2.01万0.00%577 -868-60.1% -$3.02万 减仓
SHC SOTERA HEALTH CO $2.01万0.00%1,399 -96-6.4% -$1,377 减仓
— KEWAUNEE SCIENTIFIC CORP $2.00万0.00%585 00.0% — 不变
ALC ALCON AG $2.00万0.00%266 -65-19.6% -$4,898 减仓
PSP INVESCO EXCHANGE TRADED FD T $2.00万0.00%354 00.0% — 不变
KNF KNIFE RIVER CORP $2.00万0.00%245 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $2.00万0.00%2,518 36316.8% $2,882 加仓
XAGG MORGAN STANLEY ETF TRUST $2.00万0.00%402 41.0% $199 加仓
UDEC INNOVATOR ETFS TRUST $1.98万0.00%511 00.0% — 不变
SCHJ SCHWAB STRATEGIC TR $1.98万0.00%800 800— $1.98万 新建仓
PEBO PEOPLES BANCORP INC $1.97万0.00%600 20.3% $66 加仓
APPN APPIAN CORP $1.97万0.00%818 587254.1% $1.42万 加仓
GLUE MONTE ROSA THERAPEUTICS INC $1.97万0.00%1,195 -23-1.9% -$378 减仓
SR SPIRE INC $1.96万0.00%217 -6-2.7% -$543 减仓
IX ORIX CORP $1.96万0.00%654 15932.1% $4,768 加仓
PCEF INVESCO EXCH TRADED FD TR II $1.96万0.00%1,040 28938.5% $5,439 加仓
RDY DR REDDYS LABS LTD $1.96万0.00%1,413 18615.2% $2,576 加仓
PCY INVESCO EXCH TRADED FD TR II $1.96万0.00%936 30.3% $63 加仓
— ULTRALIFE CORP $1.96万0.00%3,000 -5,600-65.1% -$3.65万 减仓
— ISHARES TR $1.95万0.00%507 00.0% — 不变
NXRT NEXPOINT RESIDENTIAL TR INC $1.95万0.00%781 20.3% $50 加仓
HTH HILLTOP HLDGS INC $1.95万0.00%545 -3-0.5% -$107 减仓
AOM ISHARES TR $1.95万0.00%411 00.0% — 不变
— INNOVATOR ETFS TRUST $1.94万0.00%700 -400-36.4% -$1.11万 减仓