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
USRT ISHARES TR $108.81万0.02%16,375 -7,369-31.0% -$48.97万 减仓
COIN COINBASE GLOBAL INC $108.36万0.02%7,412 -835-10.1% -$12.21万 减仓
BSX BOSTON SCIENTIFIC CORP $108.17万0.02%25,344 7,19639.7% $30.71万 加仓
AME AMETEK INC $107.81万0.02%4,456 -498-10.1% -$12.05万 减仓
PPA INVESCO EXCHANGE TRADED FD T $107.70万0.02%6,097 1,30527.2% $23.05万 加仓
PAYX PAYCHEX INC $107.43万0.02%10,925 1,22312.6% $12.03万 加仓
OXY OCCIDENTAL PETE CORP $107.24万0.02%22,079 -19,429-46.8% -$94.37万 减仓
SHEL SHELL PLC $107.21万0.02%13,826 -3,997-22.4% -$30.99万 减仓
NDAQ NASDAQ INC $107.06万0.02%13,583 3462.6% $2.73万 加仓
— LISTED FDS TR $107.03万0.02%49,135 -2,380-4.6% -$5.18万 减仓
FAD FIRST TR EXCHANGE-TRADED ALP $106.02万0.02%5,302 -1,095-17.1% -$21.90万 减仓
XBIL RBB FD INC $105.72万0.02%21,143 -1,530-6.7% -$7.65万 减仓
DAL DELTA AIR LINES INC $105.61万0.02%11,276 2,67931.2% $25.09万 加仓
GILD GILEAD SCIENCES INC $105.46万0.02%8,347 1,25417.7% $15.84万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $105.42万0.02%20,023 -1,213-5.7% -$6.39万 减仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $105.42万0.02%21,041 -752-3.5% -$3.77万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $104.95万0.02%26,726 9,84758.3% $38.67万 加仓
PPTA PERPETUA RESOURCES CORP $104.64万0.02%50,405 -405-0.8% -$8,408 减仓
UTWO RBB FD INC $104.62万0.02%21,814 60.0% $288 加仓
IGEB ISHARES TR $104.60万0.02%23,187 -58,080-71.5% -$262.00万 减仓
IQLT ISHARES TR $104.51万0.02%21,092 -737-3.4% -$3.65万 减仓
NXPI NXP SEMICONDUCTORS N V $104.32万0.02%3,712 36010.7% $10.12万 加仓
IGE ISHARES TR $104.19万0.02%18,545 -9,371-33.6% -$52.65万 减仓
MPLX MPLX LP $104.15万0.02%18,490 8,71789.2% $49.10万 加仓
FLOT ISHARES TR $104.12万0.02%20,396 6233.2% $3.18万 加仓
— ISHARES ETHEREUM TR $103.88万0.02%87,364 4,6405.6% $5.52万 加仓
SCMB SCHWAB STRATEGIC TR $103.40万0.02%40,046 -13,383-25.0% -$34.55万 减仓
BKGI BNY MELLON ETF TRUST $103.37万0.02%22,986 1,1815.4% $5.31万 加仓
HONA HONEYWELL AEROSPACE INC $103.24万0.02%4,670 4,670— $103.24万 新建仓
ITW ILLINOIS TOOL WKS INC $103.08万0.02%3,811 1012.7% $2.73万 加仓
DRI DARDEN RESTAURANTS INC $103.03万0.02%5,001 3928.5% $8.08万 加仓
PTL NORTHERN LTS FD TR IV $102.88万0.02%3,596 310.9% $8,869 加仓
MMM 3M CO $102.70万0.02%6,343 -8,380-56.9% -$135.68万 减仓
F FORD MTR CO $102.25万0.02%73,563 5,2817.7% $7.34万 加仓
TGT TARGET CORP $102.12万0.02%7,819 -2,197-21.9% -$28.70万 减仓
TPHD TIMOTHY PLAN $101.87万0.02%24,093 1,4006.2% $5.92万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $101.59万0.02%9,164 3744.3% $4.15万 加仓
DFIC DIMENSIONAL ETF TRUST $101.20万0.02%27,160 -6,480-19.3% -$24.14万 减仓
RBRK RUBRIK INC. $101.14万0.02%12,599 2,95830.7% $23.75万 加仓
AVAV AEROVIRONMENT INC $100.43万0.02%6,084 1,45531.4% $24.02万 加仓
HIG HARTFORD INSURANCE GROUP INC $100.41万0.02%7,577 4105.7% $5.43万 加仓
SHOP SHOPIFY INC $100.35万0.02%8,789 1,49720.5% $17.09万 加仓
MDB MONGODB INC $99.90万0.02%2,974 -182-5.8% -$6.11万 减仓
CVS CVS HEALTH CORP $99.71万0.02%9,638 -2,010-17.3% -$20.79万 减仓
HEFA ISHARES TR $99.63万0.02%21,231 5362.6% $2.52万 加仓
WSBC WESBANCO INC $98.72万0.02%25,294 -2-0.0% -$78 减仓
HON HONEYWELL INTL INC $98.29万0.02%4,390 -11,627-72.6% -$260.33万 减仓
IYH ISHARES TR $97.61万0.02%14,566 1050.7% $7,036 加仓
VGIT VANGUARD SCOTTSDALE FDS $97.53万0.02%16,536 -2,398-12.7% -$14.14万 减仓
BX BLACKSTONE INC $97.45万0.02%8,282 -371-4.3% -$4.37万 减仓
EMLC VANECK ETF TRUST $97.31万0.02%38,070 20,835120.9% $53.25万 加仓
— ETF SER SOLUTIONS $96.78万0.02%40,041 7,83824.3% $18.94万 加仓
SWIM LATHAM GROUP INC $96.73万0.02%149,503 -2-0.0% -$13 减仓
SCHV SCHWAB STRATEGIC TR $96.48万0.02%27,717 -31,456-53.2% -$109.50万 减仓
IJK ISHARES TR $96.28万0.02%8,194 1822.3% $2.14万 加仓
JUSA J P MORGAN EXCHANGE TRADED F $96.27万0.02%14,331 14,331— $96.27万 新建仓
CLOI VANECK ETF TRUST $96.15万0.02%18,159 11,019154.3% $58.35万 加仓
BIV VANGUARD BD INDEX FDS $96.06万0.02%12,524 -11-0.1% -$844 减仓
VWOB VANGUARD WHITEHALL FDS $95.94万0.02%14,268 3,82736.7% $25.73万 加仓
NUE NUCOR CORP $95.74万0.02%4,298 -189-4.2% -$4.21万 减仓
— INNOVATOR ETFS TRUST $95.71万0.02%25,617 -1,700-6.2% -$6.35万 减仓
EMR EMERSON ELEC CO $95.44万0.02%6,667 -6,039-47.5% -$86.45万 减仓
FMDE FIDELITY COVINGTON TRUST $95.05万0.02%23,423 -2,001-7.9% -$8.12万 减仓
SPYI NEOS ETF TRUST $94.54万0.02%17,808 1,5239.4% $8.09万 加仓
PFLD ETF SER SOLUTIONS $94.40万0.02%48,286 00.0% — 不变
NAPR INNOVATOR ETFS TRUST $94.28万0.02%15,925 4,44438.7% $26.31万 加仓
MOS MOSAIC CO $93.88万0.02%44,303 4,13810.3% $8.77万 加仓
ES EVERSOURCE ENERGY $93.75万0.02%12,972 9,158240.1% $66.18万 加仓
MGV VANGUARD WORLD FD $93.44万0.02%5,717 -1,217-17.6% -$19.89万 减仓
FIS FIDELITY NATL INFORMATION SV $93.28万0.02%23,992 1,2935.7% $5.03万 加仓
PYLD PIMCO ETF TR $93.01万0.02%35,073 -3,788-9.7% -$10.05万 减仓
— INNOVATOR ETFS TRUST $92.60万0.02%27,259 -80-0.3% -$2,718 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $92.21万0.02%24,583 10,27971.9% $38.56万 加仓
FESM FIDELITY COVINGTON TRUST $91.68万0.02%18,985 -606-3.1% -$2.93万 减仓
BJ BJS WHSL CLUB HLDGS INC $91.60万0.02%10,502 6426.5% $5.60万 加仓
AXON AXON ENTERPRISE INC $91.49万0.02%1,632 16611.3% $9.31万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $91.31万0.02%35,324 12,13152.3% $31.36万 加仓
ANGL VANECK ETF TRUST $91.16万0.02%31,176 3,33512.0% $9.75万 加仓
IGOV ISHARES TR $91.08万0.02%22,199 5,55033.3% $22.77万 加仓
CRWV COREWEAVE INC $91.07万0.02%9,149 1,12714.0% $11.22万 加仓
NFG NATIONAL FUEL GAS CO $90.98万0.02%11,784 1,36113.1% $10.51万 加仓
— INNOVATOR ETFS TRUST $90.76万0.02%25,213 1,7317.4% $6.23万 加仓
HYMB SPDR SERIES TRUST $90.59万0.02%35,609 1,9325.7% $4.92万 加仓
VFMO VANGUARD WELLINGTON FD $90.57万0.02%3,630 3,5253,357.1% $87.95万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $89.45万0.02%8,019 1,96632.5% $21.93万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $89.34万0.02%6,705 84814.5% $11.30万 加仓
ROK ROCKWELL AUTOMATION INC $89.16万0.02%1,801 -269-13.0% -$13.32万 减仓
AGI ALAMOS GOLD INC $89.10万0.02%29,368 -1,653-5.3% -$5.02万 减仓
ESGU ISHARES TR $89.10万0.02%5,444 -105-1.9% -$1.72万 减仓
IBDY ISHARES TR $88.91万0.02%34,534 4,88616.5% $12.58万 加仓
— ISHARES TR $88.88万0.02%20,680 8144.1% $3.50万 加仓
AZO AUTOZONE INC $88.85万0.02%278 -4-1.4% -$1.28万 减仓
IGM ISHARES TR $88.42万0.02%5,405 1,98057.8% $32.39万 加仓
Q QNITY ELECTRONICS INC $88.09万0.02%5,394 80.1% $1,306 加仓
ETSY ETSY INC $87.89万0.02%11,667 -2,541-17.9% -$19.14万 减仓
— PUTNAM ETF TRUST $87.74万0.02%110,647 4,4494.2% $3.53万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $87.69万0.02%31,396 9,26141.8% $25.87万 加仓
PZA INVESCO EXCH TRADED FD TR II $87.64万0.02%37,264 9,72435.3% $22.87万 加仓
IBMP ISHARES TR $87.04万0.02%34,242 -2,227-6.1% -$5.66万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $87.01万0.02%7,068 -1,063-13.1% -$13.09万 减仓