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 |
|---|---|---|---|---|---|---|---|---|
| JULW | AIM ETF PRODUCTS TRUST | $122.27万 | 0.03% | 31,503 | 2,837 | 9.9% | $11.01万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $122.09万 | 0.03% | 30,446 | -21,248 | -41.1% | -$85.20万 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $121.66万 | 0.03% | 28,267 | -744 | -2.6% | -$3.20万 | 减仓 |
| HRI | HERC HLDGS INC | $121.56万 | 0.03% | 12,211 | 12,210 | 1,221,000.0% | $121.55万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $121.46万 | 0.03% | 2,720 | -362 | -11.7% | -$16.16万 | 减仓 |
| TGT | TARGET CORP | $121.39万 | 0.03% | 10,016 | 1,511 | 17.8% | $18.31万 | 加仓 |
| IAUM | ISHARES GOLD TR | $121.34万 | 0.03% | 25,983 | 441 | 1.7% | $2.06万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $121.11万 | 0.03% | 23,906 | 6,455 | 37.0% | $32.70万 | 加仓 |
| GSK | GSK PLC | $120.82万 | 0.03% | 21,892 | -620 | -2.8% | -$3.42万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $120.49万 | 0.02% | 45,812 | 16,119 | 54.3% | $42.39万 | 加仓 |
| ITB | ISHARES TR | $120.11万 | 0.02% | 13,264 | -337 | -2.5% | -$3.05万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $119.98万 | 0.02% | 36,414 | 606 | 1.7% | $2.00万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $119.90万 | 0.02% | 34,683 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $119.79万 | 0.02% | 54,131 | 3,101 | 6.1% | $6.86万 | 加仓 |
| AZN | ASTRAZENECA PLC | $119.79万 | 0.02% | 6,074 | 6,074 | — | $119.79万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $119.52万 | 0.02% | 33,640 | 838 | 2.6% | $2.98万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $119.43万 | 0.02% | 124,151 | 75,915 | 157.4% | $73.03万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $119.31万 | 0.02% | 22,623 | 22,623 | — | $119.31万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $119.17万 | 0.02% | 42,559 | 15,450 | 57.0% | $43.26万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $118.95万 | 0.02% | 25,449 | 19,509 | 328.4% | $91.19万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $118.59万 | 0.02% | 16,314 | 30 | 0.2% | $2,181 | 加仓 |
| IXUS | ISHARES TR | $117.67万 | 0.02% | 13,582 | -808 | -5.6% | -$7.00万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $117.33万 | 0.02% | 27,608 | -4,805 | -14.8% | -$20.42万 | 减仓 |
| CTVA | CORTEVA INC | $116.15万 | 0.02% | 13,875 | 200 | 1.5% | $1.67万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $115.71万 | 0.02% | 24,757 | 1,863 | 8.1% | $8.71万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $115.11万 | 0.02% | 21,793 | -2,515 | -10.3% | -$13.28万 | 减仓 |
| IGIB | ISHARES TR | $114.99万 | 0.02% | 21,606 | -346 | -1.6% | -$1.84万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $114.94万 | 0.02% | 273 | -4 | -1.4% | -$1.68万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $114.90万 | 0.02% | 32,634 | 32,631 | 1,087,700.0% | $114.89万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $114.83万 | 0.02% | 22,970 | 2,815 | 14.0% | $14.07万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $114.56万 | 0.02% | 31,673 | -6,568 | -17.2% | -$23.76万 | 减仓 |
| PGR | PROGRESSIVE CORP | $113.97万 | 0.02% | 5,749 | 682 | 13.5% | $13.52万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $113.91万 | 0.02% | 46,157 | 4,084 | 9.7% | $10.08万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $113.88万 | 0.02% | 18,148 | 1,061 | 6.2% | $6.66万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $113.54万 | 0.02% | 32,036 | 628 | 2.0% | $2.23万 | 加仓 |
| XBIL | RBB FD INC | $113.43万 | 0.02% | 22,673 | 2,796 | 14.1% | $13.99万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $113.42万 | 0.02% | 1,468 | -26 | -1.7% | -$2.01万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $113.41万 | 0.02% | 23,860 | -1,372 | -5.4% | -$6.52万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $113.11万 | 0.02% | 6,574 | 6,344 | 2,758.3% | $109.15万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $113.07万 | 0.02% | 52,614 | 3,494 | 7.1% | $7.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $112.75万 | 0.02% | 18,934 | -4,718 | -19.9% | -$28.10万 | 减仓 |
| NDAQ | NASDAQ INC | $112.37万 | 0.02% | 13,237 | 928 | 7.5% | $7.88万 | 加仓 |
| JBL | JABIL INC | $112.36万 | 0.02% | 4,230 | -185 | -4.2% | -$4.91万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $112.23万 | 0.02% | 22,663 | 1,295 | 6.1% | $6.41万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $111.59万 | 0.02% | 23,281 | 38 | 0.2% | $1,821 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $111.58万 | 0.02% | 2,937 | -46 | -1.5% | -$1.75万 | 减仓 |
| AZN | ASTRAZENECA PLC | $111.33万 | 0.02% | 12,001 | 5,718 | 91.0% | $53.04万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $110.61万 | 0.02% | 10,114 | 757 | 8.1% | $8.28万 | 加仓 |
| — | LISTED FDS TR | $110.44万 | 0.02% | 51,515 | 47 | 0.1% | $1,008 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $110.11万 | 0.02% | 16,870 | 870 | 5.4% | $5.68万 | 加仓 |
| ZTS | ZOETIS INC | $109.62万 | 0.02% | 9,273 | 106 | 1.2% | $1.25万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $109.32万 | 0.02% | 34,750 | -1,138 | -3.2% | -$3.58万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $109.14万 | 0.02% | 20,449 | 6,714 | 48.9% | $35.83万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $108.61万 | 0.02% | 2,664 | 176 | 7.1% | $7.18万 | 加仓 |
| IWN | ISHARES TR | $108.50万 | 0.02% | 5,723 | -3,568 | -38.4% | -$67.65万 | 减仓 |
| HDEF | DBX ETF TR | $108.42万 | 0.02% | 33,452 | 1,289 | 4.0% | $4.18万 | 加仓 |
| YUM | YUM BRANDS INC | $108.06万 | 0.02% | 6,950 | -178 | -2.5% | -$2.77万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $107.75万 | 0.02% | 8,611 | -3 | -0.0% | -$375 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $107.71万 | 0.02% | 27,062 | -5,738 | -17.5% | -$22.84万 | 减仓 |
| CSX | CSX CORP | $107.64万 | 0.02% | 26,221 | -5,422 | -17.1% | -$22.26万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $107.24万 | 0.02% | 38,849 | 221 | 0.6% | $6,101 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $106.91万 | 0.02% | 14,726 | 5,596 | 61.3% | $40.63万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $106.48万 | 0.02% | 22,699 | 18,743 | 473.8% | $87.92万 | 加仓 |
| AME | AMETEK INC | $106.19万 | 0.02% | 4,954 | 4,202 | 558.8% | $90.07万 | 加仓 |
| IBTM | ISHARES TR | $105.76万 | 0.02% | 46,121 | 3,434 | 8.0% | $7.87万 | 加仓 |
| NBTB | NBT BANCORP INC | $105.67万 | 0.02% | 24,818 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS DETROIT STR TR | $105.58万 | 0.02% | 13,306 | 12,655 | 1,943.9% | $100.42万 | 加仓 |
| HYS | PIMCO ETF TR | $105.41万 | 0.02% | 11,302 | 1,195 | 11.8% | $11.15万 | 加仓 |
| UTWO | RBB FD INC | $105.29万 | 0.02% | 21,808 | 1,286 | 6.3% | $6.21万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $104.24万 | 0.02% | 12,646 | 1,144 | 9.9% | $9.43万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $104.11万 | 0.02% | 3,183 | -5,252 | -62.3% | -$171.78万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $104.07万 | 0.02% | 8,139 | 8,068 | 11,363.4% | $103.17万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $103.71万 | 0.02% | 17,738 | 1,186 | 7.2% | $6.93万 | 加仓 |
| CALF | PACER FDS TR | $103.36万 | 0.02% | 23,036 | -1,182 | -4.9% | -$5.30万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $103.14万 | 0.02% | 39,245 | 8,246 | 26.6% | $21.67万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $103.04万 | 0.02% | 22,767 | 1,663 | 7.9% | $7.53万 | 加仓 |
| MOS | MOSAIC CO | $102.42万 | 0.02% | 40,165 | 37,877 | 1,655.5% | $96.59万 | 加仓 |
| IWR | ISHARES TR | $102.24万 | 0.02% | 10,515 | -647 | -5.8% | -$6.29万 | 减仓 |
| AFL | AFLAC INC | $102.21万 | 0.02% | 9,316 | 429 | 4.8% | $4.71万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $102.17万 | 0.02% | 6,498 | -3,990 | -38.0% | -$62.73万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $101.86万 | 0.02% | 22,737 | -1,836 | -7.5% | -$8.23万 | 减仓 |
| PYLD | PIMCO ETF TR | $101.82万 | 0.02% | 38,861 | -10,309 | -21.0% | -$27.01万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $101.71万 | 0.02% | 17,374 | 5,813 | 50.3% | $34.03万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $101.66万 | 0.02% | 6,397 | 129 | 2.1% | $2.05万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $101.00万 | 0.02% | 14,422 | 6,101 | 73.3% | $42.73万 | 加仓 |
| IQLT | ISHARES TR | $100.92万 | 0.02% | 21,829 | -2,084 | -8.7% | -$9.63万 | 减仓 |
| FLOT | ISHARES TR | $100.74万 | 0.02% | 19,773 | -1,245 | -5.9% | -$6.34万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $100.56万 | 0.02% | 31,752 | -4,923 | -13.4% | -$15.59万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $100.55万 | 0.02% | 49,235 | -12,114 | -19.7% | -$24.74万 | 减仓 |
| MGV | VANGUARD WORLD FD | $100.51万 | 0.02% | 6,934 | 577 | 9.1% | $8.36万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $100.36万 | 0.02% | 10,403 | -3,891 | -27.2% | -$37.54万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $100.34万 | 0.02% | 29,733 | -14,035 | -32.1% | -$47.36万 | 减仓 |
| TFI | SPDR SERIES TRUST | $100.04万 | 0.02% | 22,064 | 53 | 0.2% | $2,403 | 加仓 |
| BX | BLACKSTONE INC | $99.50万 | 0.02% | 8,653 | 3,154 | 57.4% | $36.27万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $99.18万 | 0.02% | 14,311 | 1,106 | 8.4% | $7.66万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $99.11万 | 0.02% | 8,840 | -1,391 | -13.6% | -$15.59万 | 减仓 |
| EME | EMCOR GROUP INC | $99.01万 | 0.02% | 1,341 | -41 | -3.0% | -$3.03万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $98.86万 | 0.02% | 7,093 | -3,046 | -30.0% | -$42.45万 | 减仓 |
| DTH | WISDOMTREE TR | $98.25万 | 0.02% | 18,164 | -695 | -3.7% | -$3.76万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $98.18万 | 0.02% | 3,568 | 29 | 0.8% | $7,980 | 加仓 |