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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $552.02万 | 0.11% | 42,158 | -2,778 | -6.2% | -$36.38万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $550.47万 | 0.11% | 189,296 | -4,718 | -2.4% | -$13.72万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $543.20万 | 0.11% | 119,070 | 4,403 | 3.8% | $20.09万 | 加仓 |
| IBDV | ISHARES TR | $542.01万 | 0.11% | 247,605 | 20,092 | 8.8% | $43.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $540.97万 | 0.11% | 68,244 | 5,200 | 8.2% | $41.22万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $537.48万 | 0.11% | 18,427 | 2,965 | 19.2% | $86.48万 | 加仓 |
| MCK | MCKESSON CORP | $536.52万 | 0.11% | 6,200 | 1,565 | 33.8% | $135.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $535.33万 | 0.11% | 17,698 | 7,998 | 82.5% | $241.92万 | 加仓 |
| PAAA | PGIM ETF TR | $534.68万 | 0.11% | 104,471 | 41,174 | 65.0% | $210.73万 | 加仓 |
| GEV | GE VERNOVA INC | $531.07万 | 0.11% | 6,084 | 359 | 6.3% | $31.34万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $524.55万 | 0.11% | 155,330 | 38,011 | 32.4% | $128.36万 | 加仓 |
| INTC | INTEL CORP | $523.40万 | 0.11% | 118,605 | -18,131 | -13.3% | -$80.01万 | 减仓 |
| KO | COCA COLA CO | $522.17万 | 0.11% | 68,661 | 2,799 | 4.2% | $21.29万 | 加仓 |
| IWF | ISHARES TR | $522.04万 | 0.11% | 12,243 | 397 | 3.4% | $16.93万 | 加仓 |
| EFV | ISHARES TR | $521.05万 | 0.11% | 70,081 | -2,152 | -3.0% | -$16.00万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $518.75万 | 0.11% | 11,253 | 8,168 | 264.8% | $376.54万 | 加仓 |
| XSOE | WISDOMTREE TR | $518.52万 | 0.11% | 129,306 | 20,843 | 19.2% | $83.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $511.02万 | 0.11% | 55,019 | 3,672 | 7.2% | $34.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $500.64万 | 0.10% | 62,886 | 4,227 | 7.2% | $33.65万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $499.19万 | 0.10% | 194,844 | 59,200 | 43.6% | $151.67万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $491.35万 | 0.10% | 106,515 | 7,147 | 7.2% | $32.97万 | 加仓 |
| DE | DEERE & CO | $489.79万 | 0.10% | 8,695 | -674 | -7.2% | -$37.97万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $487.19万 | 0.10% | 20,503 | -3,973 | -16.2% | -$94.41万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $487.16万 | 0.10% | 49,756 | 13,749 | 38.2% | $134.62万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $485.79万 | 0.10% | 327,791 | 53,105 | 19.3% | $78.70万 | 加仓 |
| MGK | VANGUARD WORLD FD | $477.16万 | 0.10% | 12,986 | -186 | -1.4% | -$6.83万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $473.55万 | 0.10% | 185,341 | 52,389 | 39.4% | $133.85万 | 加仓 |
| DIS | DISNEY WALT CO | $471.05万 | 0.10% | 48,874 | 4,141 | 9.3% | $39.91万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $469.24万 | 0.10% | 107,084 | -1,425 | -1.3% | -$6.24万 | 减仓 |
| EMB | ISHARES TR | $468.66万 | 0.10% | 49,895 | 8,555 | 20.7% | $80.36万 | 加仓 |
| NTR | NUTRIEN LTD | $468.39万 | 0.10% | 62,071 | 6,684 | 12.1% | $50.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $465.89万 | 0.10% | 188,240 | 2,189 | 1.2% | $5.42万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $465.37万 | 0.10% | 114,792 | 2,159 | 1.9% | $8.75万 | 加仓 |
| PPL | PPL CORP | $459.86万 | 0.10% | 120,383 | -26,771 | -18.2% | -$102.27万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $458.81万 | 0.10% | 78,779 | 9,085 | 13.0% | $52.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $458.77万 | 0.10% | 52,945 | -4,342 | -7.6% | -$37.62万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $456.57万 | 0.09% | 38,963 | 3,630 | 10.3% | $42.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $455.84万 | 0.09% | 46,335 | 1,457 | 3.2% | $14.33万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $444.71万 | 0.09% | 75,657 | 579 | 0.8% | $3.40万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $441.47万 | 0.09% | 88,083 | 49,508 | 128.3% | $248.13万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $437.90万 | 0.09% | 77,258 | 388 | 0.5% | $2.20万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $436.60万 | 0.09% | 95,327 | -1,640 | -1.7% | -$7.51万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $434.85万 | 0.09% | 139,175 | -1,284 | -0.9% | -$4.01万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $434.72万 | 0.09% | 9,186 | 963 | 11.7% | $45.57万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $434.43万 | 0.09% | 79,088 | 16,937 | 27.3% | $93.03万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $432.90万 | 0.09% | 80,509 | 5,814 | 7.8% | $31.26万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $429.93万 | 0.09% | 233,911 | 166,184 | 245.4% | $305.45万 | 加仓 |
| GE | GE AEROSPACE | $429.80万 | 0.09% | 15,146 | -1,043 | -6.4% | -$29.60万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $428.74万 | 0.09% | 142,344 | 4,073 | 2.9% | $12.27万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $428.18万 | 0.09% | 85,091 | 85,091 | — | $428.18万 | 新建仓 |
| MTUM | ISHARES TR | $425.57万 | 0.09% | 17,733 | -1,099 | -5.8% | -$26.37万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $424.70万 | 0.09% | 12,571 | -1,383 | -9.9% | -$46.72万 | 减仓 |
| IBTI | ISHARES TR | $417.18万 | 0.09% | 187,219 | 2,489 | 1.3% | $5.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $417.10万 | 0.09% | 14,533 | -785 | -5.1% | -$22.53万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $410.22万 | 0.09% | 175,908 | 10,721 | 6.5% | $25.00万 | 加仓 |
| LDUR | PIMCO ETF TR | $409.76万 | 0.08% | 42,764 | 10,594 | 32.9% | $101.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $408.17万 | 0.08% | 14,213 | 1,717 | 13.7% | $49.31万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $406.82万 | 0.08% | 105,462 | 20,149 | 23.6% | $77.72万 | 加仓 |
| DGRO | ISHARES TR | $404.16万 | 0.08% | 57,589 | -2,291 | -3.8% | -$16.08万 | 减仓 |
| IEI | ISHARES TR | $402.50万 | 0.08% | 33,938 | 8,047 | 31.1% | $95.44万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $402.39万 | 0.08% | 5,898 | -135 | -2.2% | -$9.21万 | 减仓 |
| HYDB | ISHARES TR | $401.59万 | 0.08% | 86,326 | 23,446 | 37.3% | $109.07万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $400.95万 | 0.08% | 86,448 | 21,111 | 32.3% | $97.91万 | 加仓 |
| CWB | SPDR SERIES TRUST | $400.89万 | 0.08% | 43,804 | 1,761 | 4.2% | $16.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $397.19万 | 0.08% | 11,621 | -6,897 | -37.2% | -$235.73万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $396.14万 | 0.08% | 84,592 | 3,928 | 4.9% | $18.39万 | 加仓 |
| SMH | VANECK ETF TRUST | $392.95万 | 0.08% | 10,249 | -529 | -4.9% | -$20.28万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $387.28万 | 0.08% | 91,061 | -30 | -0.0% | -$1,276 | 减仓 |
| MUB | ISHARES TR | $387.14万 | 0.08% | 36,471 | 3,485 | 10.6% | $36.99万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $385.51万 | 0.08% | 41,744 | -656 | -1.5% | -$6.06万 | 减仓 |
| KKR | KKR & CO INC | $382.65万 | 0.08% | 41,368 | 1,836 | 4.6% | $16.98万 | 加仓 |
| SDOG | ALPS ETF TR | $382.34万 | 0.08% | 58,789 | -3,956 | -6.3% | -$25.73万 | 减仓 |
| ETR | ENTERGY CORP NEW | $381.98万 | 0.08% | 33,996 | 36 | 0.1% | $4,045 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $381.88万 | 0.08% | 6,487 | 4,703 | 263.6% | $276.86万 | 加仓 |
| BLK | BLACKROCK INC | $381.22万 | 0.08% | 3,964 | 1,875 | 89.8% | $180.32万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $379.94万 | 0.08% | 96,235 | 8,931 | 10.2% | $35.26万 | 加仓 |
| TIP | ISHARES TR | $377.52万 | 0.08% | 34,208 | -42 | -0.1% | -$4,635 | 减仓 |
| ETN | EATON CORP PLC | $376.48万 | 0.08% | 10,526 | 2,316 | 28.2% | $82.84万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $375.02万 | 0.08% | 56,090 | 14,200 | 33.9% | $94.94万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $374.56万 | 0.08% | 11,685 | 3,164 | 37.1% | $101.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $372.54万 | 0.08% | 17,148 | 5,250 | 44.1% | $114.06万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $369.92万 | 0.08% | 49,198 | 1,528 | 3.2% | $11.49万 | 加仓 |
| AMLP | ALPS ETF TR | $366.64万 | 0.08% | 69,651 | -18,252 | -20.8% | -$96.08万 | 减仓 |
| IGEB | ISHARES TR | $366.19万 | 0.08% | 81,267 | -14,119 | -14.8% | -$63.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $364.54万 | 0.08% | 55,242 | -6,602 | -10.7% | -$43.57万 | 减仓 |
| UNP | UNION PAC CORP | $364.05万 | 0.08% | 15,005 | -4,695 | -23.8% | -$113.91万 | 减仓 |
| SCZ | ISHARES TR | $362.59万 | 0.08% | 46,243 | 537 | 1.2% | $4.21万 | 加仓 |
| — | HONEYWELL INTL INC | $362.03万 | 0.08% | 16,017 | 140 | 0.9% | $3.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $360.19万 | 0.07% | 16,858 | -157 | -0.9% | -$3.35万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $359.36万 | 0.07% | 93,534 | -10,439 | -10.0% | -$40.11万 | 减仓 |
| PSX | PHILLIPS 66 | $359.24万 | 0.07% | 19,719 | 10,038 | 103.7% | $182.87万 | 加仓 |
| ASML | ASML HLDG NV | $358.34万 | 0.07% | 2,713 | 624 | 29.9% | $82.42万 | 加仓 |
| MRK | MERCK & CO INC | $357.18万 | 0.07% | 29,693 | 1,657 | 5.9% | $19.93万 | 加仓 |
| PEP | PEPSICO INC | $356.92万 | 0.07% | 22,984 | -187 | -0.8% | -$2.90万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $356.00万 | 0.07% | 49,576 | -295 | -0.6% | -$2.12万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $355.11万 | 0.07% | 127,507 | 6,550 | 5.4% | $18.24万 | 加仓 |
| ICLN | ISHARES TR | $354.45万 | 0.07% | 193,795 | -9,100 | -4.5% | -$16.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $353.32万 | 0.07% | 94,801 | -27 | -0.0% | -$1,006 | 减仓 |
| CI | THE CIGNA GROUP | $350.64万 | 0.07% | 13,145 | -454 | -3.3% | -$12.11万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $349.73万 | 0.07% | 12,325 | 3,234 | 35.6% | $91.77万 | 加仓 |