IFP Advisors, Inc
- SEC CIK
- 0001641866
- 最新申報
- 2026/7/20
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/8 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 4,798
- 較 2022 年第 2 季 +233
- 總值
- $33.8 億
- 較 2022 年第 2 季 +$4.16 億 (+14.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 291,763 | $8,539 萬 | 2.5% | +19,243+7.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 766,023 | $7,149 萬 | 2.1% | +30,052+4.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 609,436 | $3,997 萬 | 1.2% | +21,099+3.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 417,370 | $3,818 萬 | 1.1% | +201,417+93.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 152,659 | $3,244 萬 | 1.0% | +32,488+27.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 688,630 | $3,081 萬 | 0.9% | +51,884+8.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 296,145 | $3,001 萬 | 0.9% | +39,308+15.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 468,813 | $2,815 萬 | 0.8% | +443,845+1,777.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 299,841 | $2,511 萬 | 0.7% | +69,042+29.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 325,208 | $2,481 萬 | 0.7% | +41,227+14.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 138,683 | $2,424 萬 | 0.7% | +9,611+7.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 120,944 | $2,407 萬 | 0.7% | +5,087+4.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 289,352 | $2,403 萬 | 0.7% | +21,374+8.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 471,647 | $2,372 萬 | 0.7% | +24,634+5.5% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 1,061,283 | $2,297 萬 | 0.7% | −13,609−1.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 273,100 | $2,293 萬 | 0.7% | +33,185+13.8% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 453,144 | $2,278 萬 | 0.7% | +452,549+76,058.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 907,475 | $2,226 萬 | 0.7% | +97,921+12.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 199,736 | $2,174 萬 | 0.6% | +40,234+25.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 643,309 | $2,095 萬 | 0.6% | +31,990+5.2% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 341,432 | $2,018 萬 | 0.6% | −7,109−2.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 212,262 | $1,801 萬 | 0.5% | +39,912+23.2% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 712,356 | $1,795 萬 | 0.5% | +23,638+3.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 194,507 | $1,758 萬 | 0.5% | +3,726+2.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 552,467 | $1,746 萬 | 0.5% | +33,119+6.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 104,621 | $1,720 萬 | 0.5% | +10,624+11.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 407,505 | $1,696 萬 | 0.5% | +19,574+5.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 336,805 | $1,682 萬 | 0.5% | +28,839+9.4% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 326,807 | $1,667 萬 | 0.5% | +52,672+19.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 86,727 | $1,666 萬 | 0.5% | +4,471+5.4% | 加碼 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 143,253 | $1,628 萬 | 0.5% | +199+0.1% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 855,050 | $1,617 萬 | 0.5% | +33,976+4.1% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 153,974 | $1,615 萬 | 0.5% | +27,858+22.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 192,228 | $1,601 萬 | 0.5% | +22,295+13.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 175,539 | $1,551 萬 | 0.5% | +10,634+6.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 182,593 | $1,548 萬 | 0.5% | +12,330+7.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 149,653 | $1,533 萬 | 0.5% | +9,286+6.6% | 加碼 | – |
| NEENextera Energy Inc | Stock | 94,154 | $1,516 萬 | 0.4% | +7,116+8.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 129,252 | $1,474 萬 | 0.4% | +4,243+3.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 412,441 | $1,471 萬 | 0.4% | +40,888+11.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 230,433 | $1,459 萬 | 0.4% | +51,180+28.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 484,676 | $1,455 萬 | 0.4% | +37,232+8.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 321,096 | $1,356 萬 | 0.4% | +38,467+13.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 268,073 | $1,325 萬 | 0.4% | −590.0% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 314,979 | $1,317 萬 | 0.4% | +42,737+15.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 196,535 | $1,303 萬 | 0.4% | +20,106+11.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 124,587 | $1,256 萬 | 0.4% | +31,820+34.3% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 119,915 | $1,243 萬 | 0.4% | +17,996+17.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 166,879 | $1,243 萬 | 0.4% | +7,346+4.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 222,086 | $1,238 萬 | 0.4% | +19,025+9.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 400,603 | $1,236 萬 | 0.4% | +17,764+4.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 242,761 | $1,201 萬 | 0.4% | +1,269+0.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 46,033 | $1,192 萬 | 0.4% | +4,132+9.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 467,038 | $1,189 萬 | 0.4% | +52,508+12.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 239,713 | $1,168 萬 | 0.3% | +3,626+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 566,548 | $1,148 萬 | 0.3% | −1,145−0.2% | 減碼 | – |
| VFCV F Corp | Stock | 140,280 | $1,141 萬 | 0.3% | −386−0.3% | 減碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 219,723 | $1,138 萬 | 0.3% | +5,507+2.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 196,409 | $1,126 萬 | 0.3% | +39,732+25.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 341,140 | $1,123 萬 | 0.3% | +101,986+42.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 131,320 | $1,121 萬 | 0.3% | +6,036+4.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 168,179 | $1,120 萬 | 0.3% | +5,784+3.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 214,843 | $1,100 萬 | 0.3% | +15,651+7.9% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 222,467 | $1,086 萬 | 0.3% | +35,404+18.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 358,258 | $1,082 萬 | 0.3% | +1,700+0.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 94,174 | $1,081 萬 | 0.3% | +4,993+5.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 104,996 | $1,080 萬 | 0.3% | +7,239+7.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 283,981 | $1,057 萬 | 0.3% | +4,089+1.5% | 加碼 | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 222,630 | $1,029 萬 | 0.3% | +140,330+170.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 343,838 | $1,028 萬 | 0.3% | +38,432+12.6% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 94,178 | $1,025 萬 | 0.3% | +4,898+5.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 55,812 | $1,009 萬 | 0.3% | +16,009+40.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 107,640 | $985.2 萬 | 0.3% | +7,991+8.0% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 563,675 | $984.0 萬 | 0.3% | +83,062+17.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 191,163 | $973.8 萬 | 0.3% | +2,789+1.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 48,088 | $955.3 萬 | 0.3% | +8,663+22.0% | 加碼 | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 196,079 | $940.4 萬 | 0.3% | +3,094+1.6% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 76,988 | $932.7 萬 | 0.3% | +7,011+10.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 87,255 | $927.0 萬 | 0.3% | −2,863−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 204,359 | $923.9 萬 | 0.3% | +6,031+3.0% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 128,178 | $915.1 萬 | 0.3% | +34,055+36.2% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 237,050 | $912.0 萬 | 0.3% | +97,607+70.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 250,448 | $908.2 萬 | 0.3% | −115,243−31.5% | 減碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 30,262 | $896.6 萬 | 0.3% | +51+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 82,642 | $890.1 萬 | 0.3% | −1,469−1.7% | 減碼 | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 358,454 | $864.0 萬 | 0.3% | −4,205−1.2% | 減碼 | – |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 338,832 | $837.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 72,329 | $834.2 萬 | 0.2% | −4,443−5.8% | 減碼 | – |
| Cambria ETF Tr132061862 | TAIL RISK | 391,191 | $831.5 萬 | 0.2% | −9,352−2.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 50,679 | $811.9 萬 | 0.2% | +7,603+17.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 135,706 | $798.7 萬 | 0.2% | +3,620+2.7% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 47,276 | $783.7 萬 | 0.2% | −247−0.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 68,950 | $776.9 萬 | 0.2% | +25,192+57.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 127,515 | $769.6 萬 | 0.2% | +190.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 100,183 | $759.3 萬 | 0.2% | +1,610+1.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 68,270 | $753.1 萬 | 0.2% | +4,915+7.8% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 94,413 | $740.9 萬 | 0.2% | +149+0.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 155,994 | $728.3 萬 | 0.2% | +28,868+22.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 68,287 | $715.3 萬 | 0.2% | +3,233+5.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 82,076 | $699.2 萬 | 0.2% | +38,281+87.4% | 加碼 | – |