IFP Advisors, Inc
TAMPA FL · SEC CIK 0001641866
$55.37亿2026Q2 申报市值
5,147持仓数
14.5%前十大占比 · 第一大 2.5%
305 / 224新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HDV 加仓+$1,613.71万
ABT 加仓+$1,602.91万
IGSB 加仓+$1,573.70万
MAGS 加仓+$1,160.58万
GDX 加仓+$1,143.98万
2026Q2 卖出最多 按季末市值估算
IWM 减仓-$1,828.96万
VOT 减仓-$1,680.09万
GOOG 减仓-$1,115.57万
IVW 减仓-$1,006.38万
PBW 减仓-$977.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $401.05万 | 0.07% | 36,649 | 2,441 | 7.1% | $26.71万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $398.24万 | 0.07% | 107,625 | 5,409 | 5.3% | $20.01万 | 加仓 |
| MRK | MERCK & CO INC | $397.00万 | 0.07% | 30,895 | 1,202 | 4.0% | $15.45万 | 加仓 |
| C | CITIGROUP INC | $395.51万 | 0.07% | 28,259 | -971 | -3.3% | -$13.59万 | 减仓 |
| MDT | MEDTRONIC PLC | $394.48万 | 0.07% | 50,426 | -2,519 | -4.8% | -$19.71万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $393.88万 | 0.07% | 83,520 | -2,928 | -3.4% | -$13.81万 | 减仓 |
| SYY | SYSCO CORP | $393.48万 | 0.07% | 47,078 | 2,652 | 6.0% | $22.17万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $391.96万 | 0.07% | 56,740 | 650 | 1.2% | $4.49万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $390.84万 | 0.07% | 40,377 | -1,367 | -3.3% | -$13.23万 | 减仓 |
| LDUR | PIMCO ETF TR | $390.09万 | 0.07% | 40,800 | -1,964 | -4.6% | -$18.78万 | 减仓 |
| RNG | RINGCENTRAL INC | $386.17万 | 0.07% | 99,068 | 95,396 | 2,597.9% | $371.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $385.75万 | 0.07% | 96,054 | 1,253 | 1.3% | $5.03万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $383.42万 | 0.07% | 75,925 | 18,443 | 32.1% | $93.14万 | 加仓 |
| SCZ | ISHARES TR | $380.26万 | 0.07% | 46,221 | -22 | -0.0% | -$1,810 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $375.96万 | 0.07% | 127,271 | 41,797 | 48.9% | $123.47万 | 加仓 |
| MTZ | MASTEC INC | $375.58万 | 0.07% | 9,027 | -811 | -8.2% | -$33.74万 | 减仓 |
| KKR | KKR & CO INC | $375.36万 | 0.07% | 40,898 | -470 | -1.1% | -$4.31万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $375.26万 | 0.07% | 117,309 | 9,135 | 8.4% | $29.22万 | 加仓 |
| — | HONEYWELL INTL INC | $374.02万 | 0.07% | 16,107 | 230 | 1.4% | $5.34万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $372.85万 | 0.07% | 9,563 | 377 | 4.1% | $14.70万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $371.68万 | 0.07% | 7,115 | -281 | -3.8% | -$14.68万 | 减仓 |
| DOW | DOW HLDGS INC | $371.09万 | 0.07% | 135,634 | -213 | -0.2% | -$5,828 | 减仓 |
| SLQD | ISHARES TR | $370.54万 | 0.07% | 73,563 | 13,909 | 23.3% | $70.06万 | 加仓 |
| ICLN | ISHARES TR | $369.91万 | 0.07% | 180,531 | -13,264 | -6.8% | -$27.18万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $369.40万 | 0.07% | 90,190 | -6,045 | -6.3% | -$24.76万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $368.57万 | 0.07% | 39,243 | 5,854 | 17.5% | $54.98万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $367.83万 | 0.07% | 23,436 | 18,418 | 367.0% | $289.07万 | 加仓 |
| CI | THE CIGNA GROUP | $362.02万 | 0.07% | 13,132 | -13 | -0.1% | -$3,584 | 减仓 |
| PEP | PEPSICO INC | $362.01万 | 0.07% | 26,736 | 3,752 | 16.3% | $50.80万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $361.82万 | 0.07% | 95,067 | 13,341 | 16.3% | $50.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $359.79万 | 0.06% | 53,255 | 5,176 | 10.8% | $34.97万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $358.59万 | 0.06% | 18,506 | -1,869 | -9.2% | -$36.22万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $358.49万 | 0.06% | 10,711 | -3,553 | -24.9% | -$118.92万 | 减仓 |
| AMLP | ALPS ETF TR | $358.49万 | 0.06% | 69,139 | -512 | -0.7% | -$2.65万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $358.28万 | 0.06% | 71,129 | 19,474 | 37.7% | $98.09万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $358.26万 | 0.06% | 66,320 | 3,319 | 5.3% | $17.93万 | 加仓 |
| COHR | COHERENT CORP | $357.98万 | 0.06% | 9,075 | -600 | -6.2% | -$23.67万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $357.88万 | 0.06% | 49,513 | 4,246 | 9.4% | $30.69万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $357.61万 | 0.06% | 58,185 | 2,397 | 4.3% | $14.73万 | 加仓 |
| IQV | IQVIA HLDGS INC | $353.61万 | 0.06% | 18,301 | 1,571 | 9.4% | $30.35万 | 加仓 |
| O | REALTY INCOME CORP | $351.49万 | 0.06% | 56,729 | -24 | -0.0% | -$1,487 | 减仓 |
| MO | ALTRIA GROUP INC | $351.46万 | 0.06% | 48,848 | -6,394 | -11.6% | -$46.00万 | 减仓 |
| IHDG | WISDOMTREE TR | $350.26万 | 0.06% | 66,869 | 7,658 | 12.9% | $40.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $349.63万 | 0.06% | 14,200 | 5,200 | 57.8% | $128.03万 | 加仓 |
| FRDM | EA SERIES TRUST | $347.57万 | 0.06% | 47,678 | 21,035 | 79.0% | $153.35万 | 加仓 |
| FEOE | RBB FUND TRUST | $343.40万 | 0.06% | 64,308 | 7,422 | 13.0% | $39.63万 | 加仓 |
| USFR | WISDOMTREE TR | $342.97万 | 0.06% | 68,117 | -48,279 | -41.5% | -$243.08万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $341.17万 | 0.06% | 82,707 | 6,510 | 8.5% | $26.85万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $340.28万 | 0.06% | 4,054 | -342 | -7.8% | -$28.71万 | 减仓 |
| SO | SOUTHERN CO | $338.95万 | 0.06% | 35,414 | 1,129 | 3.3% | $10.81万 | 加仓 |
| XBI | SPDR SERIES TRUST | $335.36万 | 0.06% | 21,192 | 3,590 | 20.4% | $56.81万 | 加仓 |
| TLTW | ISHARES TR | $334.98万 | 0.06% | 149,948 | 5,170 | 3.6% | $11.55万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $334.44万 | 0.06% | 173,194 | 2,167 | 1.3% | $4.18万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $334.31万 | 0.06% | 149,983 | 5,553 | 3.8% | $12.38万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $331.40万 | 0.06% | 13,369 | 279 | 2.1% | $6.92万 | 加仓 |
| GOVT | ISHARES TR | $331.06万 | 0.06% | 145,329 | 44,268 | 43.8% | $100.84万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $330.41万 | 0.06% | 64,786 | 362 | 0.6% | $1.85万 | 加仓 |
| IWB | ISHARES TR | $329.36万 | 0.06% | 8,043 | -1,618 | -16.7% | -$66.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $329.13万 | 0.06% | 57,120 | 4,844 | 9.3% | $27.91万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $327.66万 | 0.06% | 63,809 | 4,876 | 8.3% | $25.04万 | 加仓 |
| PSX | PHILLIPS 66 | $324.96万 | 0.06% | 19,223 | -496 | -2.5% | -$8.38万 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $322.82万 | 0.06% | 78,747 | 7,253 | 10.1% | $29.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $322.25万 | 0.06% | 9,097 | 334 | 3.8% | $11.83万 | 加仓 |
| IDEV | ISHARES TR | $321.12万 | 0.06% | 36,077 | 878 | 2.5% | $7.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $318.55万 | 0.06% | 33,014 | 3,483 | 11.8% | $33.61万 | 加仓 |
| CB | CHUBB LIMITED | $318.46万 | 0.06% | 9,346 | 4,014 | 75.3% | $136.77万 | 加仓 |
| IMTM | ISHARES TR | $315.74万 | 0.06% | 59,205 | 3,939 | 7.1% | $21.01万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $315.14万 | 0.06% | 62,877 | 2,801 | 4.7% | $14.04万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $307.68万 | 0.06% | 91,873 | 9,632 | 11.7% | $32.26万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $307.59万 | 0.06% | 165,816 | -202,869 | -55.0% | -$376.32万 | 减仓 |
| DDOG | DATADOG INC | $307.28万 | 0.06% | 11,802 | -436 | -3.6% | -$11.35万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $305.39万 | 0.06% | 147,458 | 15,773 | 12.0% | $32.67万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $304.95万 | 0.06% | 226,563 | 5,805 | 2.6% | $7.81万 | 加仓 |
| VPU | VANGUARD WORLD FD | $303.77万 | 0.05% | 15,520 | 2,172 | 16.3% | $42.51万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $302.53万 | 0.05% | 90,878 | -2,656 | -2.8% | -$8.84万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $302.00万 | 0.05% | 31,898 | -6,099 | -16.1% | -$57.74万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $301.90万 | 0.05% | 65,050 | -130 | -0.2% | -$6,033 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $300.56万 | 0.05% | 31,269 | 4,571 | 17.1% | $43.94万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $299.81万 | 0.05% | 12,071 | 2,512 | 26.3% | $62.39万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $297.81万 | 0.05% | 69,082 | -10,548 | -13.2% | -$45.47万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $297.58万 | 0.05% | 51,634 | 1,017 | 2.0% | $5.86万 | 加仓 |
| AMGN | AMGEN INC | $297.52万 | 0.05% | 8,216 | 643 | 8.5% | $23.28万 | 加仓 |
| IWS | ISHARES TR | $295.70万 | 0.05% | 17,965 | 3,306 | 22.6% | $54.42万 | 加仓 |
| SNDK | SANDISK CORP | $292.40万 | 0.05% | 1,286 | -160 | -11.1% | -$36.38万 | 减仓 |
| IWD | ISHARES TR | $288.81万 | 0.05% | 11,913 | -247 | -2.0% | -$5.99万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $288.68万 | 0.05% | 42,118 | -4,268 | -9.2% | -$29.25万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $288.37万 | 0.05% | 59,642 | 59,442 | 29,721.0% | $287.40万 | 加仓 |
| EFV | ISHARES TR | $288.00万 | 0.05% | 37,623 | -32,458 | -46.3% | -$248.47万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $287.94万 | 0.05% | 10,877 | -254 | -2.3% | -$6.72万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $286.65万 | 0.05% | 15,962 | -154 | -1.0% | -$2.77万 | 减仓 |
| IBDW | ISHARES TR | $285.60万 | 0.05% | 137,046 | -2,727 | -2.0% | -$5.68万 | 减仓 |
| ICSH | ISHARES TR | $285.45万 | 0.05% | 56,435 | 25,266 | 81.1% | $127.80万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $284.52万 | 0.05% | 68,892 | 2,458 | 3.7% | $10.15万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $282.22万 | 0.05% | 66,860 | 7,238 | 12.1% | $30.55万 | 加仓 |
| HGER | HARBOR ETF TRUST | $282.00万 | 0.05% | 96,115 | 3,603 | 3.9% | $10.57万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $279.48万 | 0.05% | 120,570 | -2,421 | -2.0% | -$5.61万 | 减仓 |
| TWIN | TWIN DISC INC | $279.23万 | 0.05% | 120,357 | 2,368 | 2.0% | $5.49万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $279.05万 | 0.05% | 3,511 | 493 | 16.3% | $39.18万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $278.44万 | 0.05% | 26,975 | 332 | 1.2% | $3.43万 | 加仓 |
| ETR | ENTERGY CORP NEW | $277.12万 | 0.05% | 24,127 | -9,869 | -29.0% | -$113.36万 | 减仓 |