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
HFWA HERITAGE FINL CORP WASH $2340.00%9 -2-18.2% -$52 减仓
AMAL AMALGAMATED FINANCIAL CORP $2330.00%6 -1-14.3% -$39 减仓
— DOUGLAS ELLIMAN INC $2330.00%142 1394,633.3% $228 加仓
— ALTI GLOBAL INC $2320.00%64 3088.2% $109 加仓
— LIFEVANTAGE CORP $2290.00%53 -350-86.8% -$1,512 减仓
KOD KODIAK SCIENCES INC $2290.00%6 00.0% — 不变
CTEV CLARITEV CORPORATION $2290.00%14 11366.7% $180 加仓
FVCB FVCBANKCORP INC $2280.00%15 -2-11.8% -$30 减仓
SIBN SI BONE INC $2270.00%18 9100.0% $114 加仓
— FRANKLIN STR PPTYS CORP $2270.00%341 222186.6% $148 加仓
CPF CENTRAL PAC FINL CORP $2240.00%7 00.0% — 不变
ARCT ARCTURUS THERAPEUTICS HLDGS $2240.00%29 25625.0% $193 加仓
MYFW FIRST WESTN FINL INC $2210.00%9 00.0% — 不变
— GCI LIBERTY INC $2210.00%6 00.0% — 不变
BTBT BIT DIGITAL INC $2210.00%169 169— $221 新建仓
PXED PHOENIX ED PARTNERS INC $2200.00%7 7— $220 新建仓
VSTM VERASTEM INC $2170.00%41 00.0% — 不变
— INNOVATOR ETFS TRUST $2160.00%6 00.0% — 不变
PKOH PARK-OHIO HLDGS CORP $2160.00%9 00.0% — 不变
— MONTAUK RENEWABLES INC $2160.00%188 188— $216 新建仓
AHRT AH RLTY TR INC $2140.00%39 -504-92.8% -$2,766 减仓
— SUNOPTA INC $2140.00%33 1694.1% $104 加仓
— PEAKSTONE REALTY TRUST $2090.00%10 -2-16.7% -$42 减仓
HPP HUDSON PACIFIC PROPERTIES IN $2070.00%35 1575.0% $89 加仓
NEXT NEXTDECADE CORP $2070.00%27 -5-15.6% -$38 减仓
— PULMONX CORP $2040.00%158 86119.4% $111 加仓
AVNW AVIAT NETWORKS INC $2030.00%9 -2-18.2% -$45 减仓
— DOCGO INC $2010.00%320 3092,809.1% $194 加仓
BBNX BETA BIONICS INC $2000.00%20 00.0% — 不变
— TRUMP MEDIA & TECHNOLOGY GRO $1980.00%40 00.0% — 不变
ASUR ASURE SOFTWARE INC $1980.00%23 00.0% — 不变
VRDN VIRIDIAN THERAPEUTICS INC $1960.00%10 00.0% — 不变
— INNOVATOR ETFS TRUST $1960.00%5 00.0% — 不变
WGS GENEDX HOLDINGS CORP $1930.00%3 -4-57.1% -$257 减仓
DHC DIVERSIFIED HEALTHCARE TR $1930.00%29 00.0% — 不变
IRON DISC MEDICINE INC $1920.00%3 00.0% — 不变
— GEMINI SPACE STA INC $1900.00%43 00.0% — 不变
WTBA WEST BANCORPORATION INC $1900.00%8 -6-42.9% -$142 减仓
— CLEANCORE SOLUTIONS INC $1900.00%534 00.0% — 不变
ABSI ABSCI CORPORATION $1890.00%63 63— $189 新建仓
RYAM RAYONIER ADVANCED MATLS INC $1880.00%17 00.0% — 不变
BLND BLEND LABS INC $1870.00%110 1052,100.0% $178 加仓
CMTG CLAROS MTG TR INC $1860.00%78 -125-61.6% -$298 减仓
DSGR DISTRIBUTION SOLUTIONS GRP I $1840.00%7 -4-36.4% -$105 减仓
— ECB BANCORP INC $1840.00%11 00.0% — 不变
— AMERICAN CENTY ETF TR $1830.00%3 00.0% — 不变
— ENHABIT INC $1830.00%13 18.3% $14 加仓
LQDT LIQUIDITY SVCS INC $1830.00%6 5500.0% $152 重新持有
DFH DREAM FINDERS HOMES INC $1810.00%13 -694-98.2% -$9,663 减仓
PCYO PURE CYCLE CORP $1810.00%18 -8-30.8% -$80 减仓
FVRR FIVERR INTL LTD $1800.00%18 00.0% — 不变
CRD/A CRAWFORD & CO $1790.00%18 -2-10.0% -$20 减仓
— NET POWER INC $1790.00%115 11411,400.0% $177 加仓
EQBK EQUITY BANCSHARES INC $1780.00%4 00.0% — 不变
— JOINT CORP $1770.00%20 16400.0% $142 加仓
ROOT ROOT INC $1770.00%4 4— $177 新建仓
FA FIRST ADVANTAGE CORP NEW $1760.00%15 13650.0% $153 加仓
ARRY ARRAY TECHNOLOGIES INC $1740.00%24 00.0% — 不变
— EHEALTH INC $1740.00%135 117650.0% $151 加仓
DNLI DENALI THERAPEUTICS INC $1730.00%9 00.0% — 不变
— MODIV INDUSTRIAL INC $1720.00%12 00.0% — 不变
BRCB BLACK ROCK COFFEE BAR INC $1680.00%13 13— $168 新建仓
— EGAIN CORP $1660.00%21 531.2% $40 加仓
STOK STOKE THERAPEUTICS INC $1630.00%5 00.0% — 不变
LAW CS DISCO INC $1600.00%42 -1-2.3% -$4 减仓
— DEFINITIVE HEALTHCARE CORP $1600.00%130 3536.8% $43 加仓
IART INTEGRA LIFESCIENCES HLDGS C $1600.00%17 10142.9% $94 加仓
CLDX CELLDEX THERAPEUTICS INC NEW $1590.00%5 00.0% — 不变
ACTG ACACIA RESH CORP $1590.00%33 00.0% — 不变
OSG OCTAVE SPECIALTY GROUP INC $1580.00%34 39.7% $14 加仓
BIOA BIOAGE LABS INC $1570.00%9 00.0% — 不变
ZGN ERMENEGILDO ZEGNA N V $1560.00%15 -4-21.1% -$42 减仓
LENZ LENZ THERAPEUTICS INC $1560.00%17 17— $156 新建仓
— CADRENAL THERAPEUTICS INC $1540.00%30 00.0% — 不变
AMRC AMERESCO INC $1530.00%6 00.0% — 不变
— U S GOLD CORP $1520.00%10 10— $152 新建仓
HLMN HILLMAN SOLUTIONS CORP $1500.00%18 -2-10.0% -$17 减仓
IBTA IBOTTA INC $1500.00%5 125.0% $30 加仓
— ETF OPPORTUNITIES TRUST $1500.00%12 12— $150 新建仓
— RESOURCES CONNECTION INC $1490.00%40 -54-57.4% -$201 减仓
IMVT IMMUNOVANT INC $1490.00%6 00.0% — 不变
OABI OMNIAB INC $1490.00%95 912,275.0% $143 重新持有
AGM FEDERAL AGRIC MTG CORP $1480.00%1 -1-50.0% -$148 减仓
— SILVERCREST ASSET MGMT GROUP $1480.00%11 -2-15.4% -$27 减仓
ORKA ORUKA THERAPEUTICS INC $1470.00%3 00.0% — 不变
— OUTSET MED INC $1460.00%38 -55-59.1% -$211 减仓
FCCO FIRST CMNTY CORP S C $1460.00%5 00.0% — 不变
PRTA PROTHENA CORP PLC $1460.00%15 00.0% — 不变
— REVIVA PHARMACEUTCLS HLDGS I $1460.00%200 200— $146 新建仓
DNN DENISON MINES CORP $1450.00%41 00.0% — 不变
ACNB ACNB CORP $1440.00%3 00.0% — 不变
— ETF OPPORTUNITIES TRUST $1430.00%3 00.0% — 不变
— INNOVATOR ETFS TRUST $1420.00%5 00.0% — 不变
SVCO SILVACO GROUP INC $1420.00%20 12150.0% $85 加仓
— VALUE LINE INC $1410.00%4 -1-20.0% -$35 减仓
— KENNEDY-WILSON HOLDINGS INC $1410.00%13 00.0% — 不变
EELV INVESCO EXCH TRADED FD TR II $1400.00%5 00.0% — 不变
— VOYAGER THERAPEUTICS INC $1390.00%36 00.0% — 不变
MGTX MEIRAGTX HLDGS PLC $1390.00%16 00.0% — 不变
— LIFEZONE METALS LIMITED $1380.00%41 720.6% $24 加仓