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 |
|---|---|---|---|---|---|---|---|---|
| FTGS | FIRST TR EXCHANGE-TRADED FD | $348.00万 | 0.07% | 102,216 | 11,319 | 12.5% | $38.54万 | 加仓 |
| O | REALTY INCOME CORP | $347.21万 | 0.07% | 56,753 | 203 | 0.4% | $1.24万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $347.09万 | 0.07% | 71,831 | 6,695 | 10.3% | $32.35万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $347.03万 | 0.07% | 220,758 | -714 | -0.3% | -$1.12万 | 减仓 |
| UL | UNILEVER PLC | $347.02万 | 0.07% | 60,912 | 8,490 | 16.2% | $48.37万 | 加仓 |
| FTNT | FORTINET INC | $346.17万 | 0.07% | 42,360 | -35,241 | -45.4% | -$287.99万 | 减仓 |
| IWB | ISHARES TR | $344.47万 | 0.07% | 9,661 | 958 | 11.0% | $34.16万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $342.58万 | 0.07% | 7,396 | 692 | 10.3% | $32.05万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $339.21万 | 0.07% | 29,742 | -64 | -0.2% | -$7,299 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $336.65万 | 0.07% | 104,703 | 104,703 | — | $336.65万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $336.50万 | 0.07% | 54,929 | 5,373 | 10.8% | $32.92万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $334.87万 | 0.07% | 171,027 | 153,698 | 886.9% | $300.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $332.52万 | 0.07% | 63,001 | -3,851 | -5.8% | -$20.33万 | 减仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $331.83万 | 0.07% | 152,918 | 42,544 | 38.5% | $92.32万 | 加仓 |
| C | CITIGROUP INC | $331.50万 | 0.07% | 29,230 | 1,328 | 4.8% | $15.06万 | 加仓 |
| SO | SOUTHERN CO | $330.92万 | 0.07% | 34,285 | -2,829 | -7.6% | -$27.31万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $330.31万 | 0.07% | 37,997 | -4,141 | -9.8% | -$36.00万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $328.43万 | 0.07% | 64,424 | 6,085 | 10.4% | $31.02万 | 加仓 |
| TLTW | ISHARES TR | $327.49万 | 0.07% | 144,778 | 139,017 | 2,413.1% | $314.46万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $324.22万 | 0.07% | 38,360 | 1,724 | 4.7% | $14.57万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $324.02万 | 0.07% | 108,174 | 68,455 | 172.3% | $205.05万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $322.66万 | 0.07% | 144,430 | 16,978 | 13.3% | $37.93万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $322.57万 | 0.07% | 15,876 | 1,085 | 7.3% | $22.05万 | 加仓 |
| MS | MORGAN STANLEY | $322.18万 | 0.07% | 19,577 | 8,885 | 83.1% | $146.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $318.89万 | 0.07% | 34,546 | -12,540 | -26.6% | -$115.76万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $317.05万 | 0.07% | 52,276 | 2,800 | 5.7% | $16.98万 | 加仓 |
| SYY | SYSCO CORP | $316.89万 | 0.07% | 44,426 | 10,293 | 30.2% | $73.42万 | 加仓 |
| MTZ | MASTEC INC | $316.53万 | 0.07% | 9,838 | -1,201 | -10.9% | -$38.64万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $314.07万 | 0.07% | 20,375 | 1,144 | 5.9% | $17.63万 | 加仓 |
| ICVT | ISHARES TR | $310.47万 | 0.06% | 30,501 | 207 | 0.7% | $2.11万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $309.74万 | 0.06% | 55,788 | 11,396 | 25.7% | $63.27万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $309.72万 | 0.06% | 33,389 | 2,262 | 7.3% | $20.98万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $308.07万 | 0.06% | 14,264 | 2,007 | 16.4% | $43.35万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $307.07万 | 0.06% | 60,507 | 58,547 | 2,987.1% | $297.13万 | 加仓 |
| LIN | LINDE PLC | $305.59万 | 0.06% | 6,164 | 663 | 12.1% | $32.87万 | 加仓 |
| APH | AMPHENOL CORP | $304.63万 | 0.06% | 24,110 | 1,150 | 5.0% | $14.53万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $304.10万 | 0.06% | 60,076 | 8,547 | 16.6% | $43.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $302.83万 | 0.06% | 33,802 | -2,098 | -5.8% | -$18.80万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $302.26万 | 0.06% | 58,933 | 14,982 | 34.1% | $76.84万 | 加仓 |
| SLQD | ISHARES TR | $301.19万 | 0.06% | 59,654 | 4,547 | 8.3% | $22.96万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $300.76万 | 0.06% | 8,763 | 1,561 | 21.7% | $53.58万 | 加仓 |
| SNTH | TIDAL TRUST III | $297.58万 | 0.06% | 113,406 | -1,763 | -1.5% | -$4.63万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $296.86万 | 0.06% | 76,197 | 3,064 | 4.2% | $11.94万 | 加仓 |
| — | HURCO CO | $294.30万 | 0.06% | 200,068 | 8,864 | 4.6% | $13.04万 | 加仓 |
| IDEV | ISHARES TR | $294.16万 | 0.06% | 35,199 | -3,302 | -8.6% | -$27.59万 | 减仓 |
| IBDW | ISHARES TR | $292.54万 | 0.06% | 139,773 | 17,287 | 14.1% | $36.18万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $290.91万 | 0.06% | 71,494 | 69,032 | 2,803.9% | $280.89万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $290.43万 | 0.06% | 16,116 | 5,547 | 52.5% | $99.96万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $290.30万 | 0.06% | 88,104 | -5,126 | -5.5% | -$16.89万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $288.42万 | 0.06% | 79,630 | 7,539 | 10.5% | $27.31万 | 加仓 |
| FEOE | RBB FUND TRUST | $287.05万 | 0.06% | 56,886 | 32,664 | 134.9% | $164.82万 | 加仓 |
| HGER | HARBOR ETF TRUST | $286.88万 | 0.06% | 92,512 | 29,939 | 47.8% | $92.84万 | 加仓 |
| IQV | IQVIA HLDGS INC | $285.31万 | 0.06% | 16,730 | 15,364 | 1,124.7% | $262.02万 | 加仓 |
| IHDG | WISDOMTREE TR | $285.10万 | 0.06% | 59,211 | 14,776 | 33.3% | $71.15万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $284.72万 | 0.06% | 48,079 | -10,539 | -18.0% | -$62.41万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $280.99万 | 0.06% | 65,180 | -80 | -0.1% | -$3,449 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $280.76万 | 0.06% | 112,146 | 4,078 | 3.8% | $10.21万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $279.99万 | 0.06% | 57,482 | -2,299 | -3.8% | -$11.20万 | 减仓 |
| MELI | MERCADOLIBRE INC | $279.58万 | 0.06% | 1,617 | 1,105 | 215.8% | $191.06万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $278.87万 | 0.06% | 46,386 | 13,520 | 41.1% | $81.28万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $277.58万 | 0.06% | 45,267 | 63 | 0.1% | $3,863 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $273.94万 | 0.06% | 137,246 | 22,645 | 19.8% | $45.20万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $273.25万 | 0.06% | 131,685 | 9,546 | 7.8% | $19.81万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $272.31万 | 0.06% | 12,871 | 7,018 | 119.9% | $148.48万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $269.80万 | 0.06% | 41,508 | -6,673 | -13.8% | -$43.37万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $268.30万 | 0.06% | 14,707 | -3,077 | -17.3% | -$56.13万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $266.94万 | 0.06% | 9,559 | 1,597 | 20.1% | $44.60万 | 加仓 |
| AMGN | AMGEN INC | $266.46万 | 0.06% | 7,573 | -4,407 | -36.8% | -$155.06万 | 减仓 |
| IMTM | ISHARES TR | $265.39万 | 0.06% | 55,266 | 15,547 | 39.1% | $74.66万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $265.34万 | 0.06% | 66,434 | -12,241 | -15.6% | -$48.89万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $265.04万 | 0.05% | 81,726 | 8,168 | 11.1% | $26.49万 | 加仓 |
| VPU | VANGUARD WORLD FD | $264.48万 | 0.05% | 13,348 | 7,885 | 144.3% | $156.23万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $263.43万 | 0.05% | 122,991 | -2,253 | -1.8% | -$4.83万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $262.87万 | 0.05% | 13,090 | 891 | 7.3% | $17.89万 | 加仓 |
| WM | WASTE MGMT INC DEL | $261.46万 | 0.05% | 11,378 | 716 | 6.7% | $16.45万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $261.29万 | 0.05% | 69,052 | -603 | -0.9% | -$2.28万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $260.80万 | 0.05% | 33,613 | 30,163 | 874.3% | $234.03万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $260.50万 | 0.05% | 11,131 | 1,216 | 12.3% | $28.46万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $260.07万 | 0.05% | 5,291 | -42 | -0.8% | -$2.06万 | 减仓 |
| IWD | ISHARES TR | $259.82万 | 0.05% | 12,160 | 602 | 5.2% | $12.86万 | 加仓 |
| SLV | ISHARES SILVER TR | $258.52万 | 0.05% | 37,940 | 4,399 | 13.1% | $29.97万 | 加仓 |
| KLAC | KLA CORP | $255.17万 | 0.05% | 1,733 | 466 | 36.8% | $68.61万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $255.14万 | 0.05% | 22,899 | 346 | 1.5% | $3.86万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $252.46万 | 0.05% | 50,617 | 50,617 | — | $252.46万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $251.72万 | 0.05% | 59,622 | 1,398 | 2.4% | $5.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $246.62万 | 0.05% | 12,703 | 921 | 7.8% | $17.88万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $246.09万 | 0.05% | 7,130 | -114 | -1.6% | -$3.93万 | 减仓 |
| BOND | PIMCO ETF TR | $245.67万 | 0.05% | 26,622 | 18,380 | 223.0% | $169.61万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $244.64万 | 0.05% | 51,962 | 7,323 | 16.4% | $34.48万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $244.43万 | 0.05% | 12,472 | -3,792 | -23.3% | -$74.32万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $243.93万 | 0.05% | 82,241 | 7,027 | 9.3% | $20.84万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $241.65万 | 0.05% | 41,751 | -8,242 | -16.5% | -$47.70万 | 减仓 |
| GLDM | WORLD GOLD TR | $240.09万 | 0.05% | 25,903 | -11,914 | -31.5% | -$110.43万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $238.30万 | 0.05% | 46,910 | 2,799 | 6.3% | $14.22万 | 加仓 |
| IDV | ISHARES TR | $238.03万 | 0.05% | 55,929 | 4,066 | 7.8% | $17.30万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $237.96万 | 0.05% | 29,531 | 1,102 | 3.9% | $8.88万 | 加仓 |
| INTF | ISHARES TR | $237.52万 | 0.05% | 60,965 | 58,404 | 2,280.5% | $227.54万 | 加仓 |
| LOW | LOWES COS INC | $234.58万 | 0.05% | 9,928 | -4,318 | -30.3% | -$102.03万 | 减仓 |
| RGLD | ROYAL GOLD INC | $232.96万 | 0.05% | 9,154 | -2,578 | -22.0% | -$65.61万 | 减仓 |
| EIX | EDISON INTL | $232.59万 | 0.05% | 31,783 | -556 | -1.7% | -$4.07万 | 减仓 |