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
NFG NATIONAL FUEL GAS CO $97.93万0.02%10,423 7,881310.0% $74.05万 加仓
DHR DANAHER CORP DEL $97.83万0.02%5,160 48210.3% $9.14万 加仓
SCHQ SCHWAB STRATEGIC TR $97.71万0.02%31,088 10,02647.6% $31.51万 加仓
FLTR VANECK ETF TRUST $97.62万0.02%38,311 20,164111.1% $51.38万 加仓
MDYG SPDR SERIES TRUST $97.49万0.02%10,159 -724-6.7% -$6.95万 减仓
ANET ARISTA NETWORKS INC $97.36万0.02%7,930 -449-5.4% -$5.51万 减仓
DFLV DIMENSIONAL ETF TRUST $97.34万0.02%27,258 00.0% — 不变
EXPE EXPEDIA GROUP INC $97.30万0.02%4,214 -2,699-39.0% -$62.32万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $97.27万0.02%30,386 -34,102-52.9% -$109.16万 减仓
BKGI BNY MELLON ETF TRUST $97.12万0.02%21,805 21,805— $97.12万 新建仓
BJ BJS WHSL CLUB HLDGS INC $97.04万0.02%9,860 7,994428.4% $78.68万 加仓
HIG HARTFORD INSURANCE GROUP INC $96.92万0.02%7,167 350.5% $4,733 加仓
BIV VANGUARD BD INDEX FDS $96.75万0.02%12,535 -790-5.9% -$6.10万 减仓
ITW ILLINOIS TOOL WKS INC $96.57万0.02%3,710 -778-17.3% -$20.25万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $96.49万0.02%49,406 -15,788-24.2% -$30.83万 减仓
VLO VALERO ENERGY CORP $96.29万0.02%3,897 2466.7% $6.08万 加仓
AZO AUTOZONE INC $95.25万0.02%282 -98-25.8% -$33.10万 减仓
MAGS LISTED FDS TR $94.69万0.02%16,342 7024.5% $4.07万 加仓
IJT ISHARES TR $94.60万0.02%6,537 -43-0.7% -$6,223 减仓
WDC WESTERN DIGITAL CORP $94.37万0.02%3,489 32810.4% $8.87万 加仓
TPHD TIMOTHY PLAN $93.86万0.02%22,693 6152.8% $2.54万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $93.82万0.02%18,720 18,720— $93.82万 新建仓
PFLD ETF SER SOLUTIONS $93.48万0.02%48,286 00.0% — 不变
VNQ VANGUARD INDEX FDS $92.82万0.02%10,464 -1,002-8.7% -$8.89万 减仓
IBMP ISHARES TR $92.78万0.02%36,469 4,01012.4% $10.20万 加仓
— INNOVATOR ETFS TRUST $92.68万0.02%27,317 2,48210.0% $8.42万 加仓
SNDK SANDISK CORP $91.87万0.02%1,446 40438.8% $25.67万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $91.62万0.02%1,545 -193-11.1% -$11.44万 减仓
FMDE FIDELITY COVINGTON TRUST $91.42万0.02%25,424 -5,631-18.1% -$20.25万 减仓
FDX FEDEX CORP $90.75万0.02%2,548 -571-18.3% -$20.34万 减仓
XLG INVESCO EXCHANGE TRADED FD T $90.48万0.02%16,586 1,4219.4% $7.75万 加仓
DRI DARDEN RESTAURANTS INC $90.35万0.02%4,609 3287.7% $6.43万 加仓
SDY SPDR SERIES TRUST $90.12万0.02%6,175 -96-1.5% -$1.40万 减仓
FIX COMFORT SYS USA INC $89.91万0.02%652 -64-8.9% -$8.83万 减仓
SPGI S&P GLOBAL INC $89.70万0.02%2,109 1698.7% $7.19万 加仓
— FIRST TR EXCHNG TRADED FD VI $89.38万0.02%20,805 12,944164.7% $55.61万 加仓
PAYX PAYCHEX INC $89.37万0.02%9,702 1,71421.5% $15.79万 加仓
PTL NORTHERN LTS FD TR IV $89.32万0.02%3,565 280.8% $7,016 加仓
IYH ISHARES TR $89.14万0.02%14,461 -2,007-12.2% -$12.37万 减仓
NVO NOVO-NORDISK A S $89.08万0.02%24,240 -2,677-9.9% -$9.84万 减仓
SYK STRYKER CORPORATION $88.69万0.02%2,699 -323-10.7% -$10.61万 减仓
EMN EASTMAN CHEM CO $88.28万0.02%11,567 -380-3.2% -$2.90万 减仓
GUNR FLEXSHARES TR $88.26万0.02%16,000 7464.9% $4.11万 加仓
HEFA ISHARES TR $87.94万0.02%20,695 16,784429.1% $71.32万 加仓
WELL WELLTOWER INC $87.66万0.02%4,434 2265.4% $4.47万 加仓
— INNOVATOR ETFS TRUST $87.57万0.02%27,339 1,1024.2% $3.53万 加仓
WSBC WESBANCO INC $87.25万0.02%25,296 2611.0% $9,002 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $86.96万0.02%1,410 -6-0.4% -$3,701 减仓
ENB ENBRIDGE INC $86.93万0.02%16,056 -2,256-12.3% -$12.21万 减仓
SHOP SHOPIFY INC $86.50万0.02%7,292 -520-6.7% -$6.17万 减仓
EBND SPDR SERIES TRUST $86.31万0.02%41,819 26,761177.7% $55.23万 加仓
CME CME GROUP INC $85.65万0.02%2,900 1,07458.8% $31.72万 加仓
NOBL PROSHARES TR $85.08万0.02%8,026 -2,581-24.3% -$27.36万 减仓
AVAV AEROVIRONMENT INC $84.73万0.02%4,629 -5,502-54.3% -$100.71万 减仓
CVS CVS HEALTH CORP $83.66万0.02%11,648 1,57815.7% $11.33万 加仓
HYMB SPDR SERIES TRUST $83.52万0.02%33,677 2,2987.3% $5.70万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $83.45万0.02%7,602 -456-5.7% -$5.01万 减仓
IBMO ISHARES TR $82.77万0.02%32,293 6,79126.6% $17.41万 加仓
— PUTNAM ETF TRUST $82.73万0.02%106,198 8,3088.5% $6.47万 加仓
MDLZ MONDELEZ INTL INC $82.58万0.02%14,327 -1,114-7.2% -$6.42万 减仓
RBC RBC BEARINGS INC $82.17万0.02%1,513 1,077247.0% $58.49万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $82.09万0.02%10,799 2061.9% $1.57万 加仓
TOST TOAST INC $81.96万0.02%30,917 1,2504.2% $3.31万 加仓
DJUL FIRST TR EXCHNG TRADED FD VI $81.71万0.02%17,482 -148-0.8% -$6,918 减仓
DECK DECKERS OUTDOOR CORP $81.41万0.02%8,134 1,07415.2% $10.75万 加仓
— WARNER BROS DISCOVERY INC $81.31万0.02%29,611 -8,863-23.0% -$24.34万 减仓
LITE LUMENTUM HLDGS INC $81.17万0.02%1,155 33340.5% $23.40万 加仓
DJP BARCLAYS BANK PLC $81.00万0.02%16,825 1,77711.8% $8.55万 加仓
CELH CELSIUS HLDGS INC $80.96万0.02%22,819 9084.1% $3.22万 加仓
ACM AECOM $80.95万0.02%9,544 7,886475.6% $66.89万 加仓
IJK ISHARES TR $80.62万0.02%8,012 -89-1.1% -$8,955 减仓
SPYI NEOS ETF TRUST $80.40万0.02%16,285 2,03514.3% $10.05万 加仓
SWIM LATHAM GROUP INC $80.28万0.02%149,505 -9-0.0% -$48 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $79.96万0.02%11,234 -378-3.3% -$2.69万 减仓
ANGL VANECK ETF TRUST $79.96万0.02%27,841 -1,014-3.5% -$2.91万 减仓
AIQ GLOBAL X FDS $79.85万0.02%17,109 4,87039.8% $22.73万 加仓
— INNOVATOR ETFS TRUST $79.67万0.02%23,482 2,16610.2% $7.35万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $79.54万0.02%8,790 -152-1.7% -$1.38万 减仓
PPA INVESCO EXCHANGE TRADED FD T $79.40万0.02%4,792 1603.5% $2.65万 加仓
ARCC ARES CAPITAL CORP $79.29万0.02%44,002 4,35311.0% $7.84万 加仓
FLBL FRANKLIN TEMPLETON ETF TR $79.20万0.02%34,434 8,81734.4% $20.28万 加仓
— ISHARES TR $78.82万0.02%19,866 -370-1.8% -$1.47万 减仓
F FORD MTR CO $78.80万0.02%68,282 -2,342-3.3% -$2.70万 减仓
HYGH ISHARES U S ETF TR $78.70万0.02%9,193 -35-0.4% -$2,996 减仓
ESGU ISHARES TR $78.47万0.02%5,549 1793.3% $2.53万 加仓
AEP AMERICAN ELEC PWR CO INC $78.15万0.02%5,962 -11,314-65.5% -$148.30万 减仓
WWJD NORTHERN LTS FD TR IV $78.14万0.02%20,898 3011.5% $1.13万 加仓
— ETF SER SOLUTIONS $77.96万0.02%32,203 -11,442-26.2% -$27.70万 减仓
MDB MONGODB INC $77.25万0.02%3,156 1,48488.8% $36.32万 加仓
TT TRANE TECHNOLOGIES PLC $77.22万0.02%1,853 -227-10.9% -$9.46万 减仓
JMBS JANUS DETROIT STR TR $77.06万0.02%17,057 15,015735.3% $67.84万 加仓
IBDY ISHARES TR $76.64万0.02%29,648 1,0583.7% $2.73万 加仓
DES WISDOMTREE TR $76.56万0.02%21,302 3131.5% $1.12万 加仓
— BONDBLOXX ETF TRUST $75.91万0.02%15,400 -400-2.5% -$1.97万 减仓
TMUS T-MOBILE US INC $75.88万0.02%3,613 -3,289-47.7% -$69.08万 减仓
NUE NUCOR CORP $75.88万0.02%4,487 61916.0% $10.47万 加仓
XYL XYLEM INC $75.70万0.02%6,335 -164-2.5% -$1.96万 减仓
FHLC FIDELITY COVINGTON TRUST $75.68万0.02%10,756 880.8% $6,192 加仓
DG DOLLAR GEN CORP $75.52万0.02%6,361 -1,439-18.4% -$17.09万 减仓
KR KROGER CO $75.23万0.02%10,396 1,07511.5% $7.78万 加仓