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
SVM SILVERCORP METALS INC $5,2410.00%488 388388.0% $4,167 重新持有
— INVESCO EXCHANGE TRADED FD T $5,2360.00%76 1422.6% $965 加仓
— LIBERTY BROADBAND CORP $5,2230.00%104 3244.4% $1,607 加仓
HNGE HINGE HEALTH INC $5,2060.00%135 105350.0% $4,049 重新持有
— PROSHARES TR $5,2050.00%100 00.0% — 不变
— VIRTUS ETF TR II $5,1890.00%225 225— $5,189 新建仓
— EIGHTCO HOLDINGS INC $5,1760.00%5,552 5,552— $5,176 新建仓
CAPL CROSSAMERICA PARTNERS LP $5,1740.00%249 00.0% — 不变
FLNG FLEX LNG LTD $5,1700.00%174 -119-40.6% -$3,536 减仓
— UNITED STS GASOLINE FD LP $5,1670.00%50 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $5,1620.00%97 00.0% — 不变
CTBI COMMUNITY TR BANCORP INC $5,1610.00%85 00.0% — 不变
CVLT COMMVAULT SYS INC $5,1410.00%66 -14-17.5% -$1,091 减仓
QLTY GMO ETF TRUST $5,1380.00%142 00.0% — 不变
PTRN PATTERN GROUP INC $5,1340.00%413 413— $5,134 新建仓
AGO ASSURED GUARANTY LTD $5,1330.00%63 712.5% $570 加仓
XRNPX COHEN & STEERS REIT & PFD & $5,1180.00%259 00.0% — 不变
XTN SPDR SERIES TRUST $5,1150.00%55 00.0% — 不变
NOK NOKIA CORP $5,0970.00%634 -410-39.3% -$3,296 减仓
SXI STANDEX INTL CORP $5,0970.00%20 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD $5,0840.00%324 324— $5,084 新建仓
— INNOVATOR ETFS TRUST $5,0740.00%255 255— $5,074 新建仓
GKOS GLAUKOS CORP $5,0600.00%47 00.0% — 不变
QCRH QCR HLDGS INC $5,0420.00%59 00.0% — 不变
AEVA AEVA TECHNOLOGIES INC $5,0400.00%383 3744,155.6% $4,922 加仓
TSSI TSS INC DEL $5,0350.00%387 00.0% — 不变
CTRN CITI TRENDS INC $5,0250.00%116 2527.5% $1,083 加仓
CRON CRONOS GROUP INC $5,0200.00%2,000 00.0% — 不变
IG PRINCIPAL EXCHANGE TRADED FD $5,0150.00%243 243— $5,015 新建仓
SXT SENSIENT TECHNOLOGIES CORP $5,0140.00%58 -2-3.3% -$173 减仓
GPIX GOLDMAN SACHS ETF TR $5,0040.00%100 00.0% — 不变
ENTA ENANTA PHARMACEUTICALS INC $5,0010.00%396 00.0% — 不变
PUK PRUDENTIAL PLC $4,9750.00%175 2012.9% $569 加仓
ARI APOLLO COML REAL ESTATE FIN $4,9740.00%471 -11-2.3% -$116 减仓
LUMN LUMEN TECHNOLOGIES INC $4,9620.00%714 458178.9% $3,183 加仓
BL BLACKLINE INC $4,9580.00%134 134— $4,958 新建仓
DOO BRP INC $4,9550.00%69 00.0% — 不变
HBM HUDBAY MINERALS INC $4,9530.00%237 -2,763-92.1% -$5.77万 重新持有
GPIQ GOLDMAN SACHS ETF TR $4,9490.00%100 00.0% — 不变
PWP PERELLA WEINBERG PARTNERS $4,9210.00%271 2501,190.5% $4,540 加仓
MSA MSA SAFETY INC $4,9180.00%30 -1-3.2% -$164 减仓
TLK TELEKOMUNIKASI IND $4,9130.00%263 00.0% — 不变
IBCP INDEPENDENT BK CORP MICH $4,8950.00%147 10.7% $33 加仓
OMDA OMADA HEALTH INC $4,8770.00%388 388— $4,877 新建仓
TNGX TANGO THERAPEUTICS INC $4,8740.00%233 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $4,8710.00%170 00.0% — 不变
— RUSSELL INVTS EXCHANGE TRADE $4,8620.00%152 00.0% — 不变
— AIRSHIP AI HLDGS INC $4,8590.00%2,150 -134-5.9% -$303 减仓
ACDC PROFRAC HLDG CORP $4,8550.00%783 -18-2.2% -$112 减仓
— INNOVATOR ETFS TRUST $4,8540.00%200 200— $4,854 新建仓
TU TELUS CORPORATION $4,8370.00%377 00.0% — 不变
TILT FLEXSHARES TR $4,8270.00%20 00.0% — 不变
CMCO COLUMBUS MCKINNON CORP N Y $4,8240.00%332 -90-21.3% -$1,308 减仓
EVLN MORGAN STANLEY ETF TRUST $4,8180.00%100 00.0% — 不变
— TIDAL TRUST I $4,8110.00%114 00.0% — 不变
UMC UNITED MICROELECTRONICS CORP $4,8040.00%535 00.0% — 不变
— CANTOR EQUITY PARTNERS II IN $4,7920.00%440 440— $4,792 新建仓
— TELEFONICA S A $4,7880.00%1,095 00.0% — 不变
— LISTED FDS TR $4,7790.00%300 00.0% — 不变
BCD ABRDN ETFS $4,7590.00%133 00.0% — 不变
PRVA PRIVIA HEALTH GROUP INC $4,7520.00%231 209950.0% $4,299 加仓
CVI CVR ENERGY INC $4,7450.00%141 94200.0% $3,163 加仓
— VISIONWAVE HOLDINGS INC $4,7400.00%1,000 00.0% — 不变
IWMI NEOS ETF TRUST $4,7400.00%100 100— $4,740 新建仓
EZPW EZCORP INC $4,7210.00%186 00.0% — 不变
ABR ARBOR REALTY TRUST INC $4,7190.00%612 -1,841-75.1% -$1.42万 减仓
TSPA T ROWE PRICE ETF INC $4,7040.00%115 00.0% — 不变
NWS NEWS CORP NEW $4,7040.00%165 42.5% $114 加仓
WDFC WD 40 CO $4,6910.00%23 14.5% $204 加仓
— ATYR PHARMA INC $4,6810.00%6,001 6,001— $4,681 新建仓
— AMPLIFY ETF TR $4,6730.00%203 -7-3.3% -$161 减仓
BUFB INNOVATOR ETFS TRUST $4,6680.00%130 00.0% — 不变
ANDE ANDERSONS INC $4,6660.00%65 00.0% — 不变
REZ ISHARES TR $4,6600.00%56 00.0% — 不变
FSIG FIRST TR EXCHANGE-TRADED FD $4,6590.00%246 -112-31.3% -$2,121 减仓
— LOANDEPOT INC $4,6550.00%3,278 2588.5% $366 加仓
XPEV XPENG INC $4,6370.00%271 00.0% — 不变
— INNOVATOR ETFS TRUST $4,6280.00%200 1901,900.0% $4,397 加仓
— EXCHANGE TRADED CONCEPTS TRU $4,6230.00%140 00.0% — 不变
NOVT NOVANTA INC $4,6060.00%39 514.7% $591 加仓
TREE LENDINGTREE INC $4,5880.00%107 97970.0% $4,159 加仓
— TRX GOLD CORPORATION $4,5870.00%3,058 3,058— $4,587 新建仓
AVTR AVANTOR INC $4,5860.00%585 -381-39.4% -$2,987 减仓
MNR MACH NATURAL RESOURCES LP $4,5780.00%327 134.1% $182 加仓
TBBK BANCORP INC DEL $4,5670.00%85 -471-84.7% -$2.53万 减仓
TACK CAPITOL SER TR $4,5600.00%150 00.0% — 不变
CAMT CAMTEK LTD $4,5480.00%30 30— $4,548 新建仓
SMBC SOUTHERN MO BANCORP INC $4,5400.00%71 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $4,5360.00%244 00.0% — 不变
CCS CENTURY COMMUNITIES INC $4,5330.00%79 79.7% $402 加仓
PLUS EPLUS INC $4,5150.00%60 00.0% — 不变
HODL VANECK BITCOIN ETF $4,5030.00%235 20.9% $38 加仓
UHT UNIVERSAL HEALTH RLTY INCOME $4,4920.00%111 2935.4% $1,174 加仓
SDHY PGIM SHORT DUR HIG YLD OPP F $4,4860.00%280 280— $4,486 新建仓
TRNO TERRENO RLTY CORP $4,4840.00%73 -4-5.2% -$246 减仓
EBF ENNIS INC $4,4770.00%209 -25-10.7% -$536 减仓
— INVESCO EXCH TRADED FD TR II $4,4720.00%103 00.0% — 不变
CGEM CULLINAN THERAPEUTICS INC $4,4480.00%313 00.0% — 不变
VCYT VERACYTE INC $4,4450.00%138 00.0% — 不变
RECS COLUMBIA ETF TR I $4,4440.00%114 114— $4,444 新建仓