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 |
|---|---|---|---|---|---|---|---|---|
| DIVO | AMPLIFY ETF TR | $75.21万 | 0.02% | 16,769 | 559 | 3.4% | $2.51万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $75.18万 | 0.02% | 23,807 | 3,167 | 15.3% | $10.00万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $74.84万 | 0.02% | 27,565 | 988 | 3.7% | $2.68万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $74.72万 | 0.02% | 4,981 | -880 | -15.0% | -$13.20万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $74.64万 | 0.02% | 6,757 | -1,834 | -21.3% | -$20.26万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $74.54万 | 0.02% | 9,092 | 219 | 2.5% | $1.80万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $74.50万 | 0.02% | 13,614 | -454 | -3.2% | -$2.48万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $74.45万 | 0.02% | 19,591 | 17,329 | 766.1% | $65.85万 | 加仓 |
| ORI | OLD REP INTL CORP | $74.36万 | 0.02% | 18,637 | 24 | 0.1% | $958 | 加仓 |
| OACP | UNIFIED SER TR | $74.35万 | 0.02% | 32,724 | -1,419 | -4.2% | -$3.22万 | 减仓 |
| TPIF | TIMOTHY PLAN | $74.33万 | 0.02% | 20,623 | 175 | 0.9% | $6,307 | 加仓 |
| FTI | TECHNIPFMC PLC | $74.32万 | 0.02% | 10,751 | 2,520 | 30.6% | $17.42万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $74.29万 | 0.02% | 2,070 | 176 | 9.3% | $6.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $73.85万 | 0.02% | 1,885 | 33 | 1.8% | $1.29万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.65万 | 0.02% | 10,119 | 152 | 1.5% | $1.11万 | 加仓 |
| FFIV | F5 INC | $73.61万 | 0.02% | 2,544 | 121 | 5.0% | $3.50万 | 加仓 |
| UIVM | VICTORY PORTFOLIOS II | $73.58万 | 0.02% | 10,775 | 4,902 | 83.5% | $33.47万 | 加仓 |
| LQD | ISHARES TR | $73.55万 | 0.02% | 6,748 | -2,753 | -29.0% | -$30.00万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $73.33万 | 0.02% | 8,138 | 134 | 1.7% | $1.21万 | 加仓 |
| EQT | EQT CORP | $73.03万 | 0.02% | 11,475 | 1,067 | 10.3% | $6.79万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $72.78万 | 0.02% | 27,352 | 2,044 | 8.1% | $5.44万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $72.55万 | 0.02% | 12,290 | 899 | 7.9% | $5.31万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $72.50万 | 0.02% | 2,521 | 6 | 0.2% | $1,725 | 加仓 |
| PLD | PROLOGIS INC. | $72.49万 | 0.02% | 5,484 | 181 | 3.4% | $2.39万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $72.20万 | 0.01% | 15,048 | 4,356 | 40.7% | $20.90万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $71.87万 | 0.01% | 11,714 | 989 | 9.2% | $6.07万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $71.79万 | 0.01% | 16,673 | -2,950 | -15.0% | -$12.70万 | 减仓 |
| NU | NU HLDGS LTD | $71.02万 | 0.01% | 49,423 | -594 | -1.2% | -$8,536 | 减仓 |
| ETSY | ETSY INC | $71.01万 | 0.01% | 14,208 | -353 | -2.4% | -$1.76万 | 减仓 |
| AES | AES CORP | $70.61万 | 0.01% | 50,112 | 47,438 | 1,774.0% | $66.84万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $70.31万 | 0.01% | 9,798 | 110 | 1.1% | $7,894 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $70.07万 | 0.01% | 9,201 | 607 | 7.1% | $4.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $69.92万 | 0.01% | 32,592 | 25 | 0.1% | $536 | 加仓 |
| — | SPDR SERIES TRUST | $69.68万 | 0.01% | 2,487 | -421 | -14.5% | -$11.80万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $69.41万 | 0.01% | 5,018 | 1,401 | 38.7% | $19.38万 | 加仓 |
| ESGD | ISHARES TR | $69.24万 | 0.01% | 7,241 | 635 | 9.6% | $6.07万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $68.97万 | 0.01% | 17,051 | 17,051 | — | $68.97万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $68.71万 | 0.01% | 7,463 | -443 | -5.6% | -$4.08万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $68.59万 | 0.01% | 10,441 | 736 | 7.6% | $4.83万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $68.58万 | 0.01% | 13,628 | -2,575 | -15.9% | -$12.96万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $68.38万 | 0.01% | 18,197 | 18,197 | — | $68.38万 | 新建仓 |
| MET | METLIFE INC | $68.38万 | 0.01% | 9,669 | -701 | -6.8% | -$4.96万 | 减仓 |
| IGOV | ISHARES TR | $68.36万 | 0.01% | 16,649 | 810 | 5.1% | $3.33万 | 加仓 |
| IWO | ISHARES TR | $68.25万 | 0.01% | 2,175 | 13 | 0.6% | $4,080 | 加仓 |
| IBMR | ISHARES TR | $68.15万 | 0.01% | 26,883 | 1,983 | 8.0% | $5.03万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $68.01万 | 0.01% | 3,140 | 19 | 0.6% | $4,115 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $67.53万 | 0.01% | 9,456 | 628 | 7.1% | $4.48万 | 加仓 |
| IBMQ | ISHARES TR | $67.36万 | 0.01% | 26,383 | 37 | 0.1% | $945 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $67.33万 | 0.01% | 58,544 | 8,512 | 17.0% | $9.79万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $67.05万 | 0.01% | 24,917 | -375 | -1.5% | -$1.01万 | 减仓 |
| CACI | CACI INTL INC | $66.68万 | 0.01% | 1,226 | 46 | 3.9% | $2.50万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $66.49万 | 0.01% | 14,432 | -173 | -1.2% | -$7,970 | 减仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $66.07万 | 0.01% | 19,286 | -1,634 | -7.8% | -$5.60万 | 减仓 |
| — | PIMCO ETF TR | $66.05万 | 0.01% | 14,034 | 14,034 | — | $66.05万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $65.99万 | 0.01% | 3,352 | 202 | 6.4% | $3.98万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $65.91万 | 0.01% | 1,261 | 321 | 34.1% | $16.78万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $65.60万 | 0.01% | 5,229 | -161 | -3.0% | -$2.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.58万 | 0.01% | 23,537 | 3,330 | 16.5% | $9.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $65.24万 | 0.01% | 2,831 | -116 | -3.9% | -$2.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.01万 | 0.01% | 25,604 | 19,862 | 345.9% | $50.43万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $64.88万 | 0.01% | 5,857 | 425 | 7.8% | $4.71万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $64.78万 | 0.01% | 16,428 | 1,414 | 9.4% | $5.58万 | 加仓 |
| IXN | ISHARES TR | $64.43万 | 0.01% | 6,445 | -1,049 | -14.0% | -$10.49万 | 减仓 |
| — | CALAMOS ETF TR | $64.40万 | 0.01% | 15,494 | 15,494 | — | $64.40万 | 新建仓 |
| ELCV | STRATEGY SHS | $64.39万 | 0.01% | 22,205 | 282 | 1.3% | $8,178 | 加仓 |
| AMT | AMERICAN TOWER CORP | $64.22万 | 0.01% | 3,721 | -1,026 | -21.6% | -$17.71万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $64.09万 | 0.01% | 11,370 | -171 | -1.5% | -$9,638 | 减仓 |
| TAGG | T ROWE PRICE ETF INC | $64.08万 | 0.01% | 15,042 | 162 | 1.1% | $6,901 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $63.83万 | 0.01% | 12,872 | 1,420 | 12.4% | $7.04万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $63.80万 | 0.01% | 18,903 | 246 | 1.3% | $8,303 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $63.29万 | 0.01% | 27,540 | 19,680 | 250.4% | $45.22万 | 加仓 |
| KRE | SPDR SERIES TRUST | $63.23万 | 0.01% | 9,706 | -7,344 | -43.1% | -$47.85万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $62.71万 | 0.01% | 11,481 | -2,000 | -14.8% | -$10.92万 | 减仓 |
| VIS | VANGUARD WORLD FD | $62.69万 | 0.01% | 2,008 | 359 | 21.8% | $11.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $62.56万 | 0.01% | 19,022 | -195 | -1.0% | -$6,413 | 减仓 |
| MSTR | STRATEGY INC | $62.38万 | 0.01% | 4,998 | 667 | 15.4% | $8.32万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $62.26万 | 0.01% | 1,466 | 728 | 98.6% | $30.92万 | 加仓 |
| CRWV | COREWEAVE INC | $62.15万 | 0.01% | 8,022 | -3,141 | -28.1% | -$24.33万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $62.14万 | 0.01% | 5,386 | -21,057 | -79.6% | -$242.96万 | 减仓 |
| COWG | PACER FDS TR | $61.64万 | 0.01% | 18,271 | -1,040 | -5.4% | -$3.51万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $61.31万 | 0.01% | 14,351 | -3,364 | -19.0% | -$14.37万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $61.23万 | 0.01% | 38,104 | 9,164 | 31.7% | $14.73万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $60.87万 | 0.01% | 6,484 | -200 | -3.0% | -$1.88万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $60.36万 | 0.01% | 4,174 | 3,951 | 1,771.7% | $57.14万 | 加仓 |
| USHY | ISHARES TR | $60.34万 | 0.01% | 16,378 | -5,709 | -25.8% | -$21.03万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $60.23万 | 0.01% | 5,077 | 1,222 | 31.7% | $14.50万 | 加仓 |
| EOG | EOG RES INC | $60.20万 | 0.01% | 4,164 | -6,540 | -61.1% | -$94.55万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $60.08万 | 0.01% | 31,622 | 6,645 | 26.6% | $12.63万 | 加仓 |
| ALL | ALLSTATE CORP | $59.98万 | 0.01% | 2,893 | 441 | 18.0% | $9.14万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $59.83万 | 0.01% | 14,968 | 383 | 2.6% | $1.53万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $59.82万 | 0.01% | 26,065 | -4,719 | -15.3% | -$10.83万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $59.79万 | 0.01% | 6,587 | 2,322 | 54.4% | $21.08万 | 加仓 |
| NXT | NEXTPOWER INC | $59.79万 | 0.01% | 4,960 | -137 | -2.7% | -$1.65万 | 减仓 |
| QYLD | GLOBAL X FDS | $59.78万 | 0.01% | 34,859 | -101 | -0.3% | -$1,732 | 减仓 |
| IOO | ISHARES TR | $59.67万 | 0.01% | 4,933 | 1,277 | 34.9% | $15.45万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $59.62万 | 0.01% | 16,879 | 1,270 | 8.1% | $4.49万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $59.49万 | 0.01% | 34,770 | 12,035 | 52.9% | $20.59万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.26万 | 0.01% | 2,040 | -38 | -1.8% | -$1.10万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $59.05万 | 0.01% | 27,920 | 17,960 | 180.3% | $37.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.98万 | 0.01% | 31,551 | 0 | 0.0% | — | 不变 |