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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $276.97万 | 0.05% | 12,427 | 1,049 | 9.2% | $23.38万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $272.13万 | 0.05% | 136,134 | -1,112 | -0.8% | -$2.22万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $271.54万 | 0.05% | 49,362 | 6,642 | 15.5% | $36.54万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $271.16万 | 0.05% | 91,238 | 48,679 | 114.4% | $144.67万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $267.01万 | 0.05% | 89,782 | -14,534 | -13.9% | -$43.22万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $266.38万 | 0.05% | 42,533 | 221 | 0.5% | $1.38万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $266.09万 | 0.05% | 56,687 | 4,725 | 9.1% | $22.18万 | 加仓 |
| XAR | SPDR SERIES TRUST | $265.74万 | 0.05% | 9,364 | 816 | 9.5% | $23.16万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $264.71万 | 0.05% | 34,123 | 510 | 1.5% | $3.96万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $264.63万 | 0.05% | 49,363 | 8,609 | 21.1% | $46.15万 | 加仓 |
| LOW | LOWES COS INC | $262.69万 | 0.05% | 11,914 | 1,986 | 20.0% | $43.79万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $261.46万 | 0.05% | 5,215 | -76 | -1.4% | -$3.81万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $259.48万 | 0.05% | 26,424 | 2,547 | 10.7% | $25.01万 | 加仓 |
| CMI | CUMMINS INC | $259.47万 | 0.05% | 3,638 | 70 | 2.0% | $4.99万 | 加仓 |
| BA | BOEING CO | $259.11万 | 0.05% | 11,970 | 968 | 8.8% | $20.95万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $258.34万 | 0.05% | 70,278 | 1,226 | 1.8% | $4.51万 | 加仓 |
| IDV | ISHARES TR | $256.35万 | 0.05% | 61,875 | 5,946 | 10.6% | $24.63万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $256.16万 | 0.05% | 13,359 | 2,023 | 17.8% | $38.79万 | 加仓 |
| APP | APPLOVIN CORP | $256.07万 | 0.05% | 4,970 | 279 | 5.9% | $14.37万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $254.45万 | 0.05% | 12,005 | -467 | -3.7% | -$9.90万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $253.78万 | 0.05% | 99,912 | 14,154 | 16.5% | $35.95万 | 加仓 |
| ARTY | ISHARES TR | $249.67万 | 0.05% | 32,782 | -7,276 | -18.2% | -$55.41万 | 减仓 |
| HRI | HERC HLDGS INC | $248.74万 | 0.04% | 17,353 | 5,142 | 42.1% | $73.71万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $247.89万 | 0.04% | 51,185 | 12,220 | 31.4% | $59.18万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $246.46万 | 0.04% | 29,877 | 8,004 | 36.6% | $66.03万 | 加仓 |
| TPSC | TIMOTHY PLAN | $245.43万 | 0.04% | 51,150 | 984 | 2.0% | $4.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $244.08万 | 0.04% | 23,885 | -9,917 | -29.3% | -$101.34万 | 减仓 |
| CTAS | CINTAS CORP | $242.99万 | 0.04% | 14,287 | 2,435 | 20.5% | $41.41万 | 加仓 |
| EWJ | ISHARES INC | $242.59万 | 0.04% | 26,009 | 550 | 2.2% | $5.13万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $242.58万 | 0.04% | 135,670 | 18,502 | 15.8% | $33.08万 | 加仓 |
| QCOM | QUALCOMM INC | $242.44万 | 0.04% | 13,120 | -3,513 | -21.1% | -$64.92万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $240.36万 | 0.04% | 61,616 | 1,043 | 1.7% | $4.07万 | 加仓 |
| INTF | ISHARES TR | $239.29万 | 0.04% | 58,421 | -2,544 | -4.2% | -$10.42万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $238.92万 | 0.04% | 8,366 | -762 | -8.3% | -$21.76万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $237.24万 | 0.04% | 1,781 | 43 | 2.5% | $5.73万 | 加仓 |
| BOND | PIMCO ETF TR | $236.67万 | 0.04% | 25,666 | -956 | -3.6% | -$8.82万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $235.25万 | 0.04% | 41,236 | 1,367 | 3.4% | $7.80万 | 加仓 |
| EXEL | EXELIXIS INC | $234.51万 | 0.04% | 43,101 | -349 | -0.8% | -$1.90万 | 减仓 |
| SHLD | GLOBAL X FDS | $234.05万 | 0.04% | 39,198 | 6,919 | 21.4% | $41.31万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $233.75万 | 0.04% | 23,338 | 20,442 | 705.9% | $204.75万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $231.75万 | 0.04% | 59,923 | -189 | -0.3% | -$7,310 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $230.92万 | 0.04% | 62,784 | 26,316 | 72.2% | $96.79万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $230.43万 | 0.04% | 30,448 | -50 | -0.2% | -$3,784 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $228.89万 | 0.04% | 28,824 | 3,480 | 13.7% | $27.63万 | 加仓 |
| MP | MP MATERIALS CORP | $227.83万 | 0.04% | 40,676 | 5,419 | 15.4% | $30.35万 | 加仓 |
| COKE | COCA COLA CONS INC | $227.61万 | 0.04% | 11,922 | 594 | 5.2% | $11.34万 | 加仓 |
| LIN | LINDE PLC | $226.72万 | 0.04% | 4,369 | -1,795 | -29.1% | -$93.15万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $226.71万 | 0.04% | 56,381 | 4,711 | 9.1% | $18.94万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $226.11万 | 0.04% | 47,352 | 595 | 1.3% | $2.84万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $224.97万 | 0.04% | 56,060 | 2,325 | 4.3% | $9.33万 | 加仓 |
| — | NEOS ETF TRUST | $224.96万 | 0.04% | 40,325 | 1,916 | 5.0% | $10.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $224.07万 | 0.04% | 2,322 | 437 | 23.2% | $42.17万 | 加仓 |
| IQDG | WISDOMTREE TR | $223.68万 | 0.04% | 51,923 | -61 | -0.1% | -$2,628 | 减仓 |
| HYG | ISHARES TR | $223.22万 | 0.04% | 27,913 | 448 | 1.6% | $3.58万 | 加仓 |
| XME | SPDR SERIES TRUST | $222.75万 | 0.04% | 20,831 | 636 | 3.1% | $6.80万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $222.74万 | 0.04% | 51,466 | 51,352 | 45,045.6% | $222.25万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $222.47万 | 0.04% | 24,760 | -3,525 | -12.5% | -$31.67万 | 减仓 |
| IMTB | ISHARES TR | $222.38万 | 0.04% | 50,992 | 50,992 | — | $222.38万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $221.48万 | 0.04% | 18,885 | 1,160 | 6.5% | $13.60万 | 加仓 |
| BE | BLOOM ENERGY CORP | $221.43万 | 0.04% | 7,315 | -2,268 | -23.7% | -$68.65万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $221.04万 | 0.04% | 78,467 | -1,514 | -1.9% | -$4.26万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $219.94万 | 0.04% | 85,481 | -248 | -0.3% | -$6,381 | 减仓 |
| EZU | ISHARES INC | $218.86万 | 0.04% | 31,491 | 1,467 | 4.9% | $10.20万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $218.39万 | 0.04% | 4,288 | -1,610 | -27.3% | -$82.00万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $217.99万 | 0.04% | 9,176 | 1,095 | 13.6% | $26.01万 | 加仓 |
| GLDM | WORLD GOLD TR | $215.69万 | 0.04% | 27,158 | 1,255 | 4.8% | $9.97万 | 加仓 |
| MBB | ISHARES TR | $214.78万 | 0.04% | 22,723 | -175 | -0.8% | -$1.65万 | 减仓 |
| CAIE | CALAMOS ETF TR | $212.29万 | 0.04% | 78,018 | 3,029 | 4.0% | $8.24万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $211.01万 | 0.04% | 34,712 | 1,215 | 3.6% | $7.39万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $210.55万 | 0.04% | 41,793 | 2,460 | 6.3% | $12.39万 | 加仓 |
| ADI | ANALOG DEVICES INC | $210.50万 | 0.04% | 5,300 | -99 | -1.8% | -$3.93万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $209.38万 | 0.04% | 87,134 | 87,134 | — | $209.38万 | 新建仓 |
| QINT | AMERICAN CENTY ETF TR | $208.59万 | 0.04% | 30,043 | 1,310 | 4.6% | $9.10万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $208.05万 | 0.04% | 46,911 | -6,438 | -12.1% | -$28.55万 | 减仓 |
| MGC | VANGUARD WORLD FD | $205.91万 | 0.04% | 7,525 | -18,445 | -71.0% | -$504.71万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $205.47万 | 0.04% | 85,116 | 8,959 | 11.8% | $21.63万 | 加仓 |
| ALAB | ASTERA LABS INC | $204.85万 | 0.04% | 4,241 | 356 | 9.2% | $17.20万 | 加仓 |
| EIX | EDISON INTL | $204.57万 | 0.04% | 27,478 | -4,305 | -13.5% | -$32.05万 | 减仓 |
| MCO | MOODYS CORP | $203.41万 | 0.04% | 4,491 | 494 | 12.4% | $22.37万 | 加仓 |
| IBDX | ISHARES TR | $202.94万 | 0.04% | 80,562 | -2,241 | -2.7% | -$5.65万 | 减仓 |
| MGK | VANGUARD WORLD FD | $202.55万 | 0.04% | 23,041 | -41,889 | -64.5% | -$368.25万 | 减仓 |
| — | EA SERIES TRUST | $202.33万 | 0.04% | 55,705 | 2,311 | 4.3% | $8.39万 | 加仓 |
| SGOL | ETFS GOLD TR | $201.20万 | 0.04% | 52,629 | 3,314 | 6.7% | $12.67万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $199.92万 | 0.04% | 35,586 | 32,921 | 1,235.3% | $184.95万 | 加仓 |
| IBTG | ISHARES TR | $199.81万 | 0.04% | 87,293 | -528 | -0.6% | -$1.21万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $199.55万 | 0.04% | 41,153 | 4,840 | 13.3% | $23.47万 | 加仓 |
| QLC | FLEXSHARES TR | $199.16万 | 0.04% | 22,161 | 22,161 | — | $199.16万 | 新建仓 |
| IBTH | ISHARES TR | $198.83万 | 0.04% | 88,883 | -521 | -0.6% | -$1.17万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $198.74万 | 0.04% | 62,164 | -1,090 | -1.7% | -$3.48万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $198.37万 | 0.04% | 42,495 | -2,567 | -5.7% | -$11.98万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $198.04万 | 0.04% | 8,843 | -7,033 | -44.3% | -$157.50万 | 减仓 |
| VLO | VALERO ENERGY CORP | $197.96万 | 0.04% | 7,601 | 3,704 | 95.0% | $96.47万 | 加仓 |
| MTB | M & T BK CORP | $197.50万 | 0.04% | 8,298 | -67 | -0.8% | -$1.59万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $196.79万 | 0.04% | 22,990 | 22 | 0.1% | $1,883 | 加仓 |
| MPC | MARATHON PETE CORP | $195.97万 | 0.04% | 7,665 | 1,609 | 26.6% | $41.14万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $195.80万 | 0.04% | 45,293 | 10,190 | 29.0% | $44.05万 | 加仓 |
| IFRA | ISHARES TR | $193.86万 | 0.04% | 30,752 | 3,158 | 11.4% | $19.91万 | 加仓 |
| VMC | VULCAN MATLS CO | $193.50万 | 0.03% | 6,559 | 1,558 | 31.2% | $45.96万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $193.06万 | 0.03% | 39,554 | -5 | -0.0% | -$244 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $192.87万 | 0.03% | 81,140 | 1,477 | 1.9% | $3.51万 | 加仓 |