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
VISN VISTANCE NETWORKS INC $1.12万0.00%617 -309-33.4% -$5,624 减仓
MXI ISHARES TR $1.10万0.00%104 00.0% — 不变
— INVESCO CURRENCYSHARES SWISS $1.10万0.00%100 00.0% — 不变
PSIX POWER SOLUTIONS INTL INC $1.10万0.00%181 00.0% — 不变
CRC CALIFORNIA RES CORP $1.10万0.00%159 00.0% — 不变
GNL GLOBAL NET LEASE INC $1.09万0.00%1,165 1,0991,665.2% $1.03万 加仓
LOCO EL POLLO LOCO HLDGS INC $1.09万0.00%786 -3-0.4% -$42 减仓
AEXA AMERICAN EXCEPTIONALISM ACQU $1.08万0.00%1,000 00.0% — 不变
ARDX ARDELYX INC $1.08万0.00%1,806 80.4% $48 加仓
NAC NUVEEN CA DIVI ADV MUN $1.08万0.00%926 111.2% $128 加仓
QGRW WISDOMTREE TR $1.07万0.00%201 -58-22.4% -$3,099 减仓
— FEDERATED HERMES ETF TRUST $1.07万0.00%200 200— $1.07万 新建仓
NOV NOV INC $1.07万0.00%569 00.0% — 不变
AMRZ AMRIZE LTD $1.07万0.00%191 162558.6% $9,075 加仓
RVMD REVOLUTION MEDICINES INC $1.07万0.00%110 95633.3% $9,239 加仓
EVUS ISHARES TR $1.07万0.00%336 336— $1.07万 新建仓
LTH LIFE TIME GROUP HOLDINGS INC $1.07万0.00%396 269211.8% $7,247 加仓
— NIXXY INC $1.06万0.00%10,000 10,000— $1.06万 新建仓
— CELULARITY INC $1.06万0.00%8,000 -3,000-27.3% -$3,990 减仓
COCO VITA COCO CO INC $1.06万0.00%222 11098.2% $5,270 加仓
RDN RADIAN GROUP INC $1.06万0.00%321 -7-2.1% -$232 减仓
APIE TRUST FOR PROFESSIONAL MANAG $1.06万0.00%301 00.0% — 不变
FLO FLOWERS FOODS INC $1.06万0.00%1,299 -1,726-57.1% -$1.41万 减仓
DXC DXC TECHNOLOGY CO $1.06万0.00%842 20331.8% $2,552 加仓
— GLOBAL X FDS $1.05万0.00%624 00.0% — 不变
PD PAGERDUTY INC $1.05万0.00%1,696 1,5421,001.3% $9,576 加仓
HQY HEALTHEQUITY INC $1.05万0.00%126 76152.0% $6,351 加仓
APLE APPLE HOSPITALITY REIT INC $1.05万0.00%911 -447-32.9% -$5,145 减仓
FMS FRESENIUS MEDICAL CARE AG $1.05万0.00%464 00.0% — 不变
PLTK PLAYTIKA HLDG CORP $1.05万0.00%3,765 92332.5% $2,566 加仓
KRG KITE REALTY GROUP TRUST $1.05万0.00%426 -157-26.9% -$3,854 减仓
INSW INTERNATIONAL SEAWAYS INC $1.04万0.00%143 00.0% — 不变
UPST UPSTART HLDGS INC $1.04万0.00%406 153.8% $385 加仓
PFS PROVIDENT FINL SVCS INC $1.04万0.00%492 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $1.04万0.00%837 14821.5% $1,840 加仓
BSRR SIERRA BANCORP $1.04万0.00%306 00.0% — 不变
NHC NATIONAL HEALTHCARE CORP $1.04万0.00%65 00.0% — 不变
RGEN REPLIGEN CORP $1.04万0.00%88 11.1% $118 加仓
PFBC PREFERRED BK LOS ANGELES CA $1.03万0.00%114 80235.3% $7,255 加仓
FLHY FRANKLIN TEMPLETON ETF TR $1.03万0.00%428 -11,256-96.3% -$27.17万 减仓
EYLD CAMBRIA ETF TR $1.03万0.00%249 20.8% $83 加仓
OPEN OPENDOOR TECHNOLOGIES INC $1.03万0.00%2,200 -1,900-46.3% -$8,892 减仓
— NL INDS INC $1.03万0.00%1,766 88099.3% $5,131 加仓
REYN REYNOLDS CONSUMER PRODS INC $1.03万0.00%486 -580-54.4% -$1.23万 减仓
NMAX NEWSMAX INC $1.03万0.00%1,969 1,146139.2% $5,982 加仓
SEIV SEI EXCHANGE TRADED FUNDS $1.02万0.00%246 00.0% — 不变
— GLOBAL X FDS $1.02万0.00%394 9431.3% $2,439 加仓
— INNOVATOR ETFS TRUST $1.02万0.00%484 00.0% — 不变
FWONA LIBERTY MEDIA CORP DEL $1.01万0.00%129 10.8% $78 加仓
CLDT CHATHAM LODGING TR $9,9950.00%1,270 -84-6.2% -$661 减仓
LDP COHEN & STEERS LTD DURATION $9,9850.00%500 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $9,8860.00%456 00.0% — 不变
— COYA THERAPEUTICS INC $9,8500.00%2,500 -1,300-34.2% -$5,122 减仓
TDAY USA TODAY CO INC $9,8490.00%1,397 -529-27.5% -$3,730 减仓
SAIA SAIA INC $9,8360.00%28 -36-56.2% -$1.26万 减仓
— INDIVIOR PLC $9,8150.00%288 00.0% — 不变
SLM SLM CORP $9,8060.00%458 15450.7% $3,297 加仓
WK WORKIVA INC $9,7790.00%164 -249-60.3% -$1.48万 减仓
— ROUNDHILL ETF TRUST $9,7720.00%220 220— $9,772 新建仓
— COLUMBIA FINL INC $9,7530.00%557 10.2% $18 加仓
— HERITAGE COMM CORP $9,7470.00%781 00.0% — 不变
— BNY MELLON ETF TRUST $9,7190.00%205 -5,893-96.6% -$27.94万 减仓
BBEU J P MORGAN EXCHANGE TRADED F $9,7030.00%134 2118.6% $1,521 加仓
QHY WISDOMTREE TR $9,7000.00%213 -100-31.9% -$4,554 减仓
ALX ALEXANDERS INC $9,6840.00%41 -2-4.7% -$472 减仓
BBJP J P MORGAN EXCHANGE TRADED F $9,6470.00%140 3634.6% $2,481 加仓
— AIM ETF PRODUCTS TRUST $9,6450.00%300 10050.0% $3,215 加仓
HLNE HAMILTON LANE INC $9,6420.00%97 -64-39.8% -$6,362 减仓
SKM SK TELECOM CO LTD $9,6360.00%329 10144.3% $2,958 加仓
MRCY MERCURY SYS INC $9,6240.00%132 -9-6.4% -$656 减仓
LUNR INTUITIVE MACHINES INC $9,6140.00%518 341192.7% $6,329 加仓
REAL THE REALREAL INC $9,5980.00%1,057 679179.6% $6,166 加仓
FLYW FLYWIRE CORPORATION $9,5680.00%822 565219.8% $6,577 加仓
JPIB J P MORGAN EXCHANGE TRADED F $9,5640.00%200 -35-14.9% -$1,674 减仓
— VOYA GLBL EQTY DIV & PREM OP $9,5480.00%1,675 00.0% — 不变
TIC TIC SOLUTIONS INC $9,5340.00%1,449 -34-2.3% -$224 减仓
RNGR RANGER ENERGY SVCS INC $9,5130.00%555 -1-0.2% -$17 减仓
NSIT INSIGHT ENTERPRISES INC $9,4480.00%141 98227.9% $6,567 加仓
ACIO ETF SER SOLUTIONS $9,4410.00%225 00.0% — 不变
NTST NETSTREIT CORP $9,4340.00%501 -97-16.2% -$1,827 减仓
SN SHARKNINJA INC $9,4250.00%89 78.5% $741 加仓
BAND BANDWIDTH INC $9,4090.00%528 -31-5.5% -$552 减仓
VRTS VIRTUS INVT PARTNERS INC $9,4040.00%70 -75-51.7% -$1.01万 减仓
— PACER FDS TR $9,3980.00%200 200— $9,398 新建仓
SOXL DIREXION SHARES ETF TRUST $9,3900.00%196 -1,500-88.4% -$7.19万 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $9,3840.00%174 00.0% — 不变
SXC SUNCOKE ENERGY INC $9,3740.00%1,440 -3-0.2% -$20 减仓
NVG NUVEEN AMT FREE MUN CR INC F $9,3710.00%760 00.0% — 不变
— PIMCO HIGH INCOME FD $9,3710.00%2,024 583.0% $269 加仓
TCBK TRICO BANCSHARES $9,3650.00%197 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $9,3410.00%392 00.0% — 不变
— BRT APARTMENTS CORP $9,3380.00%700 00.0% — 不变
KBH KB HOME $9,3150.00%180 127.1% $621 加仓
— BLACKROCK ETF TRUST II $9,2920.00%290 103.6% $320 加仓
— MARIS TECH LTD $9,2790.00%6,873 00.0% — 不变
TECK TECK RESOURCES LTD $9,2630.00%179 42.3% $207 加仓
BBCA J P MORGAN EXCHANGE TRADED F $9,2180.00%98 1721.0% $1,599 加仓
AMTM AMENTUM HOLDINGS INC $9,1800.00%352 -80-18.5% -$2,086 减仓
SNAP SNAP INC $9,1020.00%10,000 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $9,0740.00%99 -168-62.9% -$1.54万 减仓