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
FFLG FIDELITY COVINGTON TRUST $9,0380.00%325 00.0% — 不变
BXP BXP INC $9,0310.00%174 105152.2% $5,450 加仓
SAIL SAILPOINT INC $9,0160.00%681 6685,138.5% $8,844 加仓
ZECP ZACKS TRUST $8,9990.00%266 20.8% $68 加仓
NUV NUVEEN MUN VALUE FD INC $8,9900.00%1,000 00.0% — 不变
— CITIZENS FINL SVCS INC $8,9890.00%147 1457,250.0% $8,867 加仓
DT DYNATRACE INC $8,9860.00%243 126107.7% $4,659 加仓
ESI ELEMENT SOLUTIONS INC $8,9450.00%262 00.0% — 不变
— RUSSELL INVTS EXCHANGE TRADE $8,9020.00%289 00.0% — 不变
NNI NELNET INC $8,8980.00%69 -20-22.5% -$2,579 减仓
EWA ISHARES INC $8,8830.00%320 00.0% — 不变
TR TOOTSIE ROLL INDS INC $8,8430.00%207 00.0% — 不变
LMAT LEMAITRE VASCULAR INC $8,8430.00%81 00.0% — 不变
PHR PHREESIA INC $8,8240.00%1,053 874488.3% $7,324 加仓
UFEB INNOVATOR ETFS TRUST $8,7850.00%242 -100,532-99.8% -$364.95万 减仓
NPO ENPRO INC $8,7730.00%35 00.0% — 不变
OSIS OSI SYSTEMS INC $8,7620.00%33 00.0% — 不变
— CALAMOS ETF TR $8,7590.00%325 00.0% — 不变
KRC KILROY REALTY CORP $8,7450.00%310 31.0% $85 加仓
KURA KURA ONCOLOGY INC $8,7400.00%1,075 -1,323-55.2% -$1.08万 减仓
GNMA ISHARES TR $8,6890.00%196 135221.3% $5,985 加仓
ZD ZIFF DAVIS INC $8,6860.00%207 -3-1.4% -$126 减仓
EH EHANG HLDGS LTD $8,6810.00%894 00.0% — 不变
— AIM ETF PRODUCTS TRUST $8,6680.00%276 00.0% — 不变
— CAMBRIA ETF TR $8,6650.00%259 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $8,6600.00%1,000 -700-41.2% -$6,062 减仓
GBCI GLACIER BANCORP INC NEW $8,6210.00%193 84.3% $357 加仓
COUR COURSERA INC $8,6080.00%1,479 -1,176-44.3% -$6,844 减仓
MTX MINERALS TECHNOLOGIES INC $8,5810.00%121 -4-3.2% -$284 减仓
BLKB BLACKBAUD INC $8,5710.00%222 -20-8.3% -$772 减仓
FMBH FIRST MID BANCSHARES INC $8,5680.00%208 00.0% — 不变
— ISHARES TR $8,5290.00%200 00.0% — 不变
BGS B & G FOODS INC $8,5230.00%1,772 -40-2.2% -$192 减仓
EWK ISHARES INC $8,5090.00%350 00.0% — 不变
MAC MACERICH CO $8,5050.00%450 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $8,4900.00%756 00.0% — 不变
CC CHEMOURS CO $8,4820.00%385 -22-5.4% -$485 减仓
BTSG BRIGHTSPRING HEALTH SVCS INC $8,4790.00%199 -2,334-92.1% -$9.94万 减仓
— ISHARES TR $8,4540.00%291 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $8,4520.00%163 -250-60.5% -$1.30万 减仓
MAN MANPOWERGROUP INC WIS $8,4260.00%286 211281.3% $6,216 加仓
FIVN FIVE9 INC $8,3890.00%553 -87-13.6% -$1,320 减仓
REX REX AMERICAN RES CORP $8,3850.00%184 00.0% — 不变
NEXA NEXA RES S A $8,3340.00%787 787— $8,334 新建仓
— TIDAL TRUST II $8,3280.00%600 00.0% — 不变
MHO M/I HOMES INC $8,3270.00%68 -21-23.6% -$2,572 减仓
SAM BOSTON BEER INC $8,2940.00%36 23176.9% $5,299 加仓
— FIRST TR EXCHANGE TRADED FD $8,2910.00%205 00.0% — 不变
UVSP UNIVEST FINANCIAL CORPORATIO $8,2910.00%242 00.0% — 不变
PPLI IAC INC $8,2860.00%207 1982,200.0% $7,926 加仓
— VANECK ETF TRUST $8,2790.00%33 00.0% — 不变
— INNOVATOR ETFS TRUST $8,2740.00%170 170— $8,274 新建仓
DMC FRESH DEL MONTE PRODUCE INC $8,2530.00%205 -83-28.8% -$3,341 减仓
MWA MUELLER WTR PRODS INC $8,2470.00%300 -326-52.1% -$8,962 减仓
LEN/B LENNAR CORP $8,2440.00%98 88.9% $673 加仓
CALX CALIX INC $8,2300.00%168 94127.0% $4,605 加仓
HEZU ISHARES TR $8,2160.00%188 -7-3.6% -$306 减仓
ESAB ESAB CORPORATION $8,2160.00%85 4297.7% $4,060 加仓
UWMC UWM HOLDINGS CORPORATION $8,2030.00%2,266 -232-9.3% -$840 减仓
CERT CERTARA INC $8,1850.00%1,436 60.4% $34 加仓
FXR FIRST TR EXCHANGE-TRADED FD $8,1630.00%100 00.0% — 不变
— AVANOS MED INC $8,1260.00%580 -17-2.8% -$238 减仓
— TIDAL TRUST I $8,1110.00%200 00.0% — 不变
— TIDAL TRUST III $8,1090.00%450 00.0% — 不变
SBLK STAR BULK CARRIERS CORP. $8,1080.00%353 00.0% — 不变
OTF BLUE OWL TECHNOLOGY FIN CORP $8,1030.00%654 00.0% — 不变
TNET TRINET GROUP INC $8,0870.00%222 10894.7% $3,934 加仓
BSY BENTLEY SYS INC $8,0780.00%230 -164-41.6% -$5,760 减仓
PVH PVH CORPORATION $8,0220.00%115 10.9% $70 加仓
— OCCIDENTAL PETE CORP $8,0220.00%187 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $8,0160.00%1,368 00.0% — 不变
ABM ABM INDS INC $8,0120.00%208 -49-19.1% -$1,887 减仓
TTI TETRA TECHNOLOGIES INC DEL $8,0090.00%940 00.0% — 不变
RONB BARON ETF TR $8,0040.00%350 350— $8,004 新建仓
HELE HELEN OF TROY LTD $7,9890.00%554 453448.5% $6,533 加仓
ALMU AELUMA INC $7,9850.00%610 10019.6% $1,309 加仓
NUMG NUSHARES ETF TR $7,9700.00%194 00.0% — 不变
CBL CBL & ASSOC PPTYS INC $7,9550.00%207 73.5% $269 加仓
ABX ABACUS GLOBAL MGMT INC $7,9350.00%1,007 00.0% — 不变
VLGEA VILLAGE SUPER MKT INC $7,8970.00%187 105.6% $422 加仓
PLGO FIDELIS INSURANCE HOLDINGS L $7,8920.00%413 20.5% $38 加仓
QDVO AMPLIFY ETF TR $7,8880.00%296 256640.0% $6,822 加仓
KMPR KEMPER CORP $7,8840.00%258 -119-31.6% -$3,636 减仓
— INNOVATOR ETFS TRUST $7,8790.00%420 420— $7,879 新建仓
— AIM ETF PRODUCTS TRUST $7,8750.00%231 52.2% $170 加仓
QQQJ INVESCO EXCH TRADED FD TR II $7,8210.00%216 165323.5% $5,974 加仓
SSYS STRATASYS LTD $7,8100.00%1,000 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $7,8100.00%906 00.0% — 不变
ALRS ALERUS FINL CORP $7,8010.00%329 -1-0.3% -$24 减仓
— PROFOUND MED CORP $7,7760.00%1,200 00.0% — 不变
BILZ PIMCO ETF TR $7,7750.00%77 00.0% — 不变
— INNOVATOR ETFS TRUST $7,7550.00%171 -400-70.1% -$1.81万 减仓
IOSP INNOSPEC INC $7,7400.00%106 -35-24.8% -$2,556 减仓
— INNOVATOR ETFS TRUST $7,7320.00%209 168.3% $592 加仓
— INVESCO EXCHANGE TRADED FD T $7,7150.00%80 00.0% — 不变
OFRM ONCE UPON A FARM PBC $7,6850.00%470 470— $7,685 新建仓
TDC TERADATA CORP DEL $7,6630.00%299 -296-49.7% -$7,586 减仓
PAAS PAN AMERN SILVER CORP $7,6480.00%140 1411.1% $765 加仓
MYRG MYR GROUP INC $7,6230.00%27 00.0% — 不变
RXT RACKSPACE TECHNOLOGY INC $7,6150.00%7,772 7,5072,832.8% $7,355 加仓