13F 机构持仓

IFP Advisors, Inc

TAMPA FL · SEC CIK 0001641866

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.5%
NVDA 2.4%
QQQ 1.4%
AMZN 1.4%
MSFT 1.2%
GOOG 1.2%
VUG 1.2%
GOOGL 1.1%
SPY 1.0%
SPYM 1.0%

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
SPIB SPDR SERIES TRUST $192.19万0.03%57,438 -4,653-7.5% -$15.57万 减仓
CMCSA COMCAST CORP NEW $190.00万0.03%77,393 13,26220.7% $32.56万 加仓
HELO J P MORGAN EXCHANGE TRADED F $189.73万0.03%28,075 540.2% $3,649 加仓
BAI BLACKROCK ETF TRUST $188.87万0.03%35,826 -52,278-59.3% -$275.61万 减仓
SLV ISHARES SILVER TR $188.83万0.03%35,315 -2,625-6.9% -$14.04万 减仓
IWN ISHARES TR $188.06万0.03%8,502 2,77948.6% $61.47万 加仓
— DIMENSIONAL ETF TRUST $187.92万0.03%22,823 -5,363-19.0% -$44.16万 减仓
JBBB JANUS DETROIT STR TR $187.78万0.03%39,657 3971.0% $1.88万 加仓
COF CAPITAL ONE FINL CORP $187.42万0.03%9,342 -5,365-36.5% -$107.63万 减仓
OTIS OTIS WORLDWIDE CORP $186.94万0.03%26,109 3,73216.7% $26.72万 加仓
— INVESCO QUALITY MUN INCOME T $184.82万0.03%182,631 58,48047.1% $59.18万 加仓
XLC SELECT SECTOR SPDR TR $184.44万0.03%17,216 2,19614.6% $23.53万 加仓
WDC WESTERN DIGITAL CORP $183.89万0.03%2,879 -610-17.5% -$38.96万 减仓
USB US BANCORP $183.88万0.03%30,443 -1,122-3.6% -$6.78万 减仓
QGRO AMERICAN CENTY ETF TR $183.72万0.03%15,563 -46,146-74.8% -$544.75万 减仓
FSMD FIDELITY COVINGTON TRUST $183.22万0.03%34,667 1,1473.4% $6.06万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $182.68万0.03%8,410 00.0% — 不变
LNG CHENIERE ENERGY INC $182.68万0.03%7,643 -4,682-38.0% -$111.90万 减仓
PTLC PACER FDS TR $182.56万0.03%31,336 1,5465.2% $9.01万 加仓
RBLX ROBLOX CORP $182.32万0.03%33,527 6,80825.5% $37.02万 加仓
FJP FIRST TR EXCH TRD ALPHDX FD $181.58万0.03%23,791 -1,145-4.6% -$8.74万 减仓
FAST FASTENAL CO $181.03万0.03%37,691 3,1989.3% $15.36万 加仓
PYPL PAYPAL HLDGS INC $180.54万0.03%41,810 -7,143-14.6% -$30.84万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $180.14万0.03%37,020 -9,890-21.1% -$48.12万 减仓
UNF UNIFIRST CORP MASS $179.52万0.03%6,788 -447-6.2% -$11.82万 减仓
IDEF BLACKROCK ETF TRUST $179.28万0.03%56,412 11,45925.5% $36.42万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $177.94万0.03%9,823 5385.8% $9.75万 加仓
VRP INVESCO EXCH TRADED FD TR II $177.38万0.03%72,965 -53-0.1% -$1,288 减仓
GCOW PACER FDS TR $177.29万0.03%40,944 3490.9% $1.51万 加仓
NKE NIKE INC $177.18万0.03%43,163 6831.6% $2.80万 加仓
JCI JOHNSON CONTROLS INTERNATION $176.11万0.03%12,053 1,15610.6% $16.89万 加仓
SCHR SCHWAB STRATEGIC TR $175.88万0.03%71,320 12,21820.7% $30.13万 加仓
TKO TKO GROUP HOLDINGS INC $175.12万0.03%8,699 1631.9% $3.28万 加仓
COR CENCORA INC $175.05万0.03%6,186 1,44230.4% $40.81万 加仓
PWB INVESCO EXCHANGE TRADED FD T $174.98万0.03%10,387 10,387— $174.98万 新建仓
MLI MUELLER INDS INC $174.54万0.03%14,198 2,08817.2% $25.67万 加仓
KHPI MANAGED PORTFOLIO SER $174.49万0.03%67,580 4,8657.8% $12.56万 加仓
D DOMINION ENERGY INC $174.03万0.03%25,484 -2,129-7.7% -$14.54万 减仓
BSV VANGUARD BD INDEX FDS $173.72万0.03%22,298 -5,427-19.6% -$42.28万 减仓
SOFI SOFI TECHNOLOGIES INC $173.46万0.03%96,742 -2,071-2.1% -$3.71万 减仓
SCHQ SCHWAB STRATEGIC TR $172.69万0.03%55,172 24,08477.5% $75.38万 加仓
WEC WEC ENERGY GROUP INC $172.01万0.03%14,731 -950-6.1% -$11.09万 减仓
NTNX NUTANIX INC $171.91万0.03%33,734 -20,975-38.3% -$106.89万 减仓
LGH NORTHERN LTS FD TR III $170.86万0.03%26,798 2500.9% $1.59万 加仓
HACK AMPLIFY ETF TR $168.76万0.03%16,083 -300-1.8% -$3.15万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $167.39万0.03%31,470 -4,463-12.4% -$23.74万 减仓
KJAN INNOVATOR ETFS TRUST $166.40万0.03%36,468 4021.1% $1.83万 加仓
BOXX EA SERIES TRUST $166.23万0.03%14,197 11,515429.3% $134.83万 加仓
PAVE GLOBAL X FDS $166.07万0.03%28,186 -400-1.4% -$2.36万 减仓
SCHE SCHWAB STRATEGIC TR $164.87万0.03%45,469 9,05524.9% $32.83万 加仓
ED CONSOLIDATED EDISON INC $164.72万0.03%14,889 -1,005-6.3% -$11.12万 减仓
DFAX DIMENSIONAL ETF TRUST $164.17万0.03%44,564 1310.3% $4,826 加仓
— HARBOR ETF TRUST $163.97万0.03%35,990 10.0% $46 加仓
— PGIM ETF TR $163.90万0.03%32,200 8932.9% $4.55万 加仓
DEM WISDOMTREE TR $163.62万0.03%30,419 -8,760-22.4% -$47.12万 减仓
IJAN INNOVATOR ETFS TRUST $163.50万0.03%42,937 -83-0.2% -$3,161 减仓
WTV WISDOMTREE TR $163.23万0.03%16,047 9336.2% $9.49万 加仓
DSTL ETF SER SOLUTIONS $160.81万0.03%26,847 -14,904-35.7% -$89.27万 减仓
VOOG VANGUARD ADMIRAL FDS INC $160.42万0.03%19,417 3,43321.5% $28.36万 加仓
TBIL RBB FD INC $160.32万0.03%32,155 -7,259-18.4% -$36.19万 减仓
DFNM DIMENSIONAL ETF TRUST $160.24万0.03%33,152 9,87142.4% $47.71万 加仓
IBHF ISHARES TR $160.08万0.03%70,677 -6,453-8.4% -$14.62万 减仓
— DIREXION SHARES ETF TRUST $159.17万0.03%48,825 4681.0% $1.53万 加仓
NET CLOUDFLARE INC $159.06万0.03%6,485 3315.4% $8.12万 加仓
SUB ISHARES TR $158.32万0.03%14,870 1,82814.0% $19.46万 加仓
TRMB TRIMBLE INC $158.11万0.03%30,893 2,89410.3% $14.81万 加仓
COP CONOCOPHILLIPS $157.88万0.03%15,187 6284.3% $6.53万 加仓
SPLB SPDR SERIES TRUST $157.53万0.03%70,327 -2,588-3.5% -$5.80万 减仓
IBTK ISHARES TR $155.92万0.03%79,797 3,9875.3% $7.79万 加仓
APO APOLLO GLOBAL MGMT INC $155.58万0.03%13,150 -9,749-42.6% -$115.34万 减仓
XLG INVESCO EXCHANGE TRADED FD T $155.13万0.03%25,335 8,74952.7% $53.57万 加仓
SHYG ISHARES TR $154.76万0.03%36,491 7692.2% $3.26万 加仓
RPG INVESCO EXCHANGE TRADED FD T $154.64万0.03%24,220 -1,229-4.8% -$7.85万 减仓
AEM AGNICO EAGLE MINES LTD $154.60万0.03%9,966 2,37431.3% $36.83万 加仓
VGSH VANGUARD SCOTTSDALE FDS $154.20万0.03%26,494 9,12052.5% $53.08万 加仓
— ETF OPPORTUNITIES TRUST $153.96万0.03%52,710 -3,134-5.6% -$9.15万 减仓
FIX COMFORT SYS USA INC $153.40万0.03%774 12218.7% $24.18万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $152.53万0.03%18,794 1,6739.8% $13.58万 加仓
SCHH SCHWAB STRATEGIC TR $152.49万0.03%64,394 11,78022.4% $27.90万 加仓
RGLD ROYAL GOLD INC $152.30万0.03%7,630 -1,524-16.6% -$30.42万 减仓
RAA ETF OPPORTUNITIES TRUST $151.81万0.03%51,482 4300.8% $1.27万 加仓
CLOA BLACKROCK ETF TRUST II $151.34万0.03%29,154 -2,757-8.6% -$14.31万 减仓
IWR ISHARES TR $151.17万0.03%13,703 3,18830.3% $35.17万 加仓
SPMO INVESCO EXCH TRADED FD TR II $151.07万0.03%9,352 5125.8% $8.27万 加仓
IWO ISHARES TR $150.37万0.03%3,817 1,64275.5% $64.69万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.03%2 00.0% — 不变
IGF ISHARES TR $149.70万0.03%22,478 -403-1.8% -$2.68万 减仓
TFI SPDR SERIES TRUST $148.52万0.03%32,429 10,36547.0% $47.47万 加仓
QEFA SPDR INDEX SHS FDS $148.36万0.03%15,452 -347-2.2% -$3.33万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $147.52万0.03%22,872 1050.5% $6,772 加仓
VRTX VERTEX PHARMACEUTICALS INC $147.43万0.03%2,968 2489.1% $12.32万 加仓
USAR USA RARE EARTH INC $146.52万0.03%67,896 56,137477.4% $121.14万 加仓
ESUM STRATEGY SHS $146.23万0.03%47,733 3170.7% $9,711 加仓
NVO NOVO-NORDISK A S $145.03万0.03%30,253 6,01324.8% $28.83万 加仓
FIGB FIDELITY MERRIMACK STR TR $145.03万0.03%33,862 5,59519.8% $23.96万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $144.96万0.03%23,208 3851.7% $2.40万 加仓
RIO RIO TINTO PLC $144.93万0.03%15,267 2992.0% $2.84万 加仓
ET ENERGY TRANSFER L P $144.89万0.03%75,780 -3,058-3.9% -$5.85万 减仓
NTRA NATERA INC $144.85万0.03%5,336 3,812250.1% $103.48万 加仓
JSMD JANUS DETROIT STR TR $144.80万0.03%14,303 9977.5% $10.09万 加仓