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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | $174.95万 | 0.04% | 51,670 | -101 | -0.2% | -$3,420 | 减仓 |
| MCO | MOODYS CORP | $174.37万 | 0.04% | 3,997 | 156 | 4.1% | $6.81万 | 加仓 |
| NFLT | ETFIS SER TR I | $174.33万 | 0.04% | 76,627 | 16,634 | 27.7% | $37.84万 | 加仓 |
| CB | CHUBB LTD SWITZ | $173.79万 | 0.04% | 5,332 | 25 | 0.5% | $8,148 | 加仓 |
| MTB | M & T BK CORP | $172.92万 | 0.04% | 8,365 | 868 | 11.6% | $17.94万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $172.63万 | 0.04% | 36,313 | 4,624 | 14.6% | $21.98万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $172.48万 | 0.04% | 22,377 | -27 | -0.1% | -$2,081 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $172.13万 | 0.04% | 8,536 | 762 | 9.8% | $15.37万 | 加仓 |
| ADI | ANALOG DEVICES INC | $171.76万 | 0.04% | 5,399 | -23 | -0.4% | -$7,317 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $171.08万 | 0.04% | 21,236 | 4,586 | 27.5% | $36.94万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $170.76万 | 0.04% | 8,081 | 2,727 | 50.9% | $57.62万 | 加仓 |
| D | DOMINION ENERGY INC | $170.70万 | 0.04% | 27,613 | -1,584 | -5.4% | -$9.79万 | 减仓 |
| MP | MP MATERIALS CORP | $170.15万 | 0.04% | 35,257 | 5,035 | 16.7% | $24.30万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $167.45万 | 0.03% | 4,732 | 527 | 12.5% | $18.65万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $166.51万 | 0.03% | 15,020 | -65,219 | -81.3% | -$723.02万 | 减仓 |
| EMR | EMERSON ELEC CO | $166.47万 | 0.03% | 12,706 | 211 | 1.7% | $2.76万 | 加仓 |
| SHEL | SHELL PLC | $165.75万 | 0.03% | 17,823 | 3,914 | 28.1% | $36.40万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $165.67万 | 0.03% | 21,873 | 3,765 | 20.8% | $28.52万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $165.41万 | 0.03% | 31,911 | -8,847 | -21.7% | -$45.86万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $164.95万 | 0.03% | 16,653 | 7,847 | 89.1% | $77.72万 | 加仓 |
| USB | US BANCORP | $164.17万 | 0.03% | 31,565 | -150 | -0.5% | -$7,802 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $162.33万 | 0.03% | 48,357 | 1,365 | 2.9% | $4.58万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $162.02万 | 0.03% | 72,915 | -131,686 | -64.4% | -$292.61万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $161.89万 | 0.03% | 19,335 | -6,306 | -24.6% | -$52.80万 | 减仓 |
| — | HARBOR ETF TRUST | $161.25万 | 0.03% | 35,989 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $160.49万 | 0.03% | 11,793 | 76 | 0.6% | $1.03万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $160.39万 | 0.03% | 22,968 | 310 | 1.4% | $2.16万 | 加仓 |
| FAST | FASTENAL CO | $160.05万 | 0.03% | 34,493 | 21,835 | 172.5% | $101.31万 | 加仓 |
| — | PGIM ETF TR | $159.57万 | 0.03% | 31,307 | 1,357 | 4.5% | $6.92万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $157.97万 | 0.03% | 22,451 | -6,653 | -22.9% | -$46.81万 | 减仓 |
| IFRA | ISHARES TR | $157.84万 | 0.03% | 27,594 | -570 | -2.0% | -$3.26万 | 减仓 |
| ICSH | ISHARES TR | $157.78万 | 0.03% | 31,169 | 2,588 | 9.1% | $13.10万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $156.91万 | 0.03% | 98,813 | 2,932 | 3.1% | $4.66万 | 加仓 |
| IBTJ | ISHARES TR | $156.46万 | 0.03% | 71,631 | -3,539 | -4.7% | -$7.73万 | 减仓 |
| PTLC | PACER FDS TR | $156.28万 | 0.03% | 29,790 | 753 | 2.6% | $3.95万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $156.08万 | 0.03% | 43,020 | 3,695 | 9.4% | $13.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $154.59万 | 0.03% | 24,754 | 7,797 | 46.0% | $48.69万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $154.10万 | 0.03% | 7,592 | -269 | -3.4% | -$5.46万 | 减仓 |
| IGF | ISHARES TR | $153.30万 | 0.03% | 22,881 | 1,484 | 6.9% | $9.94万 | 加仓 |
| ET | ENERGY TRANSFER L P | $152.16万 | 0.03% | 78,838 | 3,777 | 5.0% | $7.29万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $151.83万 | 0.03% | 62,715 | 839 | 1.4% | $2.03万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $151.21万 | 0.03% | 26,548 | 302 | 1.2% | $1.72万 | 加仓 |
| SHYG | ISHARES TR | $151.14万 | 0.03% | 35,722 | 603 | 1.7% | $2.55万 | 加仓 |
| RBLX | ROBLOX CORP | $151.12万 | 0.03% | 26,719 | 5,494 | 25.9% | $31.07万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $150.94万 | 0.03% | 44,433 | -43 | -0.1% | -$1,461 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $150.47万 | 0.03% | 36,066 | 842 | 2.4% | $3.51万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $149.90万 | 0.03% | 33,520 | 1,916 | 6.1% | $8.57万 | 加仓 |
| IBTK | ISHARES TR | $149.50万 | 0.03% | 75,810 | -3,652 | -4.6% | -$7.20万 | 减仓 |
| COR | CENCORA INC | $149.03万 | 0.03% | 4,744 | 805 | 20.4% | $25.29万 | 加仓 |
| MPC | MARATHON PETE CORP | $147.88万 | 0.03% | 6,056 | 2,949 | 94.9% | $72.01万 | 加仓 |
| SLB | SLB LIMITED | $147.67万 | 0.03% | 28,736 | -256 | -0.9% | -$1.32万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $147.36万 | 0.03% | 15,799 | 808 | 5.4% | $7.54万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $147.22万 | 0.03% | 59,102 | 3,165 | 5.7% | $7.88万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $147.09万 | 0.03% | 44,953 | 44,953 | — | $147.09万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $146.82万 | 0.03% | 35,103 | -1,066 | -2.9% | -$4.46万 | 减仓 |
| FRDM | EA SERIES TRUST | $145.60万 | 0.03% | 26,643 | -1,574 | -5.6% | -$8.60万 | 减仓 |
| PAVE | GLOBAL X FDS | $145.25万 | 0.03% | 28,586 | 1,179 | 4.3% | $5.99万 | 加仓 |
| DDOG | DATADOG INC | $144.47万 | 0.03% | 12,238 | 1,630 | 15.4% | $19.24万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $144.00万 | 0.03% | 8,247 | -373 | -4.3% | -$6.51万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $143.17万 | 0.03% | 15,114 | -178 | -1.2% | -$1.69万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $142.88万 | 0.03% | 50,810 | 405 | 0.8% | $1.14万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $142.70万 | 0.03% | 10,897 | 5,920 | 118.9% | $77.52万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $141.80万 | 0.03% | 23,083 | -12 | -0.1% | -$737 | 减仓 |
| RAA | ETF OPPORTUNITIES TRUST | $140.96万 | 0.03% | 51,052 | 1,519 | 3.1% | $4.19万 | 加仓 |
| USRT | ISHARES TR | $140.54万 | 0.03% | 23,744 | 22,319 | 1,566.2% | $132.11万 | 加仓 |
| RIO | RIO TINTO PLC | $139.64万 | 0.03% | 14,968 | 14,310 | 2,174.8% | $133.50万 | 加仓 |
| SUB | ISHARES TR | $138.90万 | 0.03% | 13,042 | 673 | 5.4% | $7.17万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $138.59万 | 0.03% | 17,121 | -30 | -0.2% | -$2,429 | 减仓 |
| DY | DYCOM INDS INC | $138.51万 | 0.03% | 4,088 | 762 | 22.9% | $25.82万 | 加仓 |
| AGI | ALAMOS GOLD INC | $137.83万 | 0.03% | 31,021 | 140 | 0.5% | $6,220 | 加仓 |
| ZROZ | PIMCO ETF TR | $137.69万 | 0.03% | 21,510 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $137.63万 | 0.03% | 55,844 | 9,752 | 21.2% | $24.04万 | 加仓 |
| NI | NISOURCE INC | $136.75万 | 0.03% | 29,307 | -2,047 | -6.5% | -$9.55万 | 减仓 |
| VMC | VULCAN MATLS CO | $136.18万 | 0.03% | 5,001 | -3,012 | -37.6% | -$82.02万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $136.14万 | 0.03% | 53,429 | 9,826 | 22.5% | $25.04万 | 加仓 |
| OKE | ONEOK INC NEW | $134.26万 | 0.03% | 14,853 | 1,398 | 10.4% | $12.64万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $134.25万 | 0.03% | 30,088 | -12,586 | -29.5% | -$56.16万 | 减仓 |
| MLI | MUELLER INDS INC | $134.18万 | 0.03% | 12,110 | 3,548 | 41.4% | $39.31万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $133.83万 | 0.03% | 34,979 | -1,015 | -2.8% | -$3.88万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $133.61万 | 0.03% | 8,410 | -245 | -2.8% | -$3.89万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $132.06万 | 0.03% | 3,043 | -3 | -0.1% | -$1,302 | 减仓 |
| PFF | ISHARES TR | $131.45万 | 0.03% | 43,353 | -5,142 | -10.6% | -$15.59万 | 减仓 |
| — | ISHARES ETHEREUM TR | $130.95万 | 0.03% | 82,724 | 17,240 | 26.3% | $27.29万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $130.52万 | 0.03% | 7,525 | -1,538 | -17.0% | -$26.68万 | 减仓 |
| BE | BLOOM ENERGY CORP | $129.84万 | 0.03% | 9,583 | -1,907 | -16.6% | -$25.84万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $128.24万 | 0.03% | 22,823 | -1,122 | -4.7% | -$6.30万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $127.88万 | 0.03% | 8,131 | 66 | 0.8% | $1.04万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $127.71万 | 0.03% | 7,741 | 3,475 | 81.5% | $57.33万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $127.06万 | 0.03% | 12,246 | 144 | 1.2% | $1.49万 | 加仓 |
| NET | CLOUDFLARE INC | $126.98万 | 0.03% | 6,154 | 3,643 | 145.1% | $75.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $126.91万 | 0.03% | 32,657 | 770 | 2.4% | $2.99万 | 加仓 |
| GM | GENERAL MTRS CO | $126.33万 | 0.03% | 16,957 | -1,690 | -9.1% | -$12.59万 | 减仓 |
| ESUM | STRATEGY SHS | $124.14万 | 0.03% | 47,416 | 1,322 | 2.9% | $3.46万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $123.33万 | 0.03% | 36,468 | 18,477 | 102.7% | $62.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $123.19万 | 0.03% | 47,839 | -150 | -0.3% | -$3,862 | 减仓 |
| GMED | GLOBUS MED INC | $123.13万 | 0.03% | 14,291 | 27 | 0.2% | $2,326 | 加仓 |
| HACK | AMPLIFY ETF TR | $123.02万 | 0.03% | 16,383 | -601 | -3.5% | -$4.51万 | 减仓 |
| QUS | SPDR SERIES TRUST | $122.57万 | 0.03% | 7,141 | -411 | -5.4% | -$7.05万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $122.49万 | 0.03% | 26,174 | 26,174 | — | $122.49万 | 新建仓 |