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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/7/30 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
3,136
較 2023 年第 4 季 +86
總值
$22.8 億
較 2023 年第 4 季 +$1.62 億 (+7.6%)
申報日
2024/7/30
SEC
IFP Advisors, Inc 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock285,939$4,903 萬2.2%+5,557+2.0%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT457,560$3,486 萬1.5%+8,895+2.0%加碼–
Invesco QQQ Trust Series I46090E103ETF76,886$3,414 萬1.5%+15,054+24.3%加碼–
iShares Tr46428743220 YR TR BD ETF344,156$3,256 萬1.4%+15,417+4.7%加碼–
iShares Core S&P 500 ETF464287200ETF55,796$2,934 萬1.3%+7,843+16.4%加碼–
SPYSPDR S&P 500 ETF TrustETF52,818$2,763 萬1.2%−37,631−41.6%減碼歷史
MSFTMicrosoft CorpStock62,905$2,647 萬1.2%+4,991+8.6%加碼歷史
iShares S&P 100 ETF464287101ETF106,934$2,646 萬1.2%+30,287+39.5%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW406,078$2,421 萬1.1%−326,766−44.6%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF391,781$2,411 萬1.1%+33,624+9.4%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR448,614$2,372 萬1.0%−15,828−3.4%減碼–
Vanguard Morningstar Value ETF922908744ETF132,973$2,166 萬0.9%+86,008+183.1%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF594,059$2,129 萬0.9%+87,210+17.2%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF222,406$2,062 萬0.9%−17,372−7.2%減碼–
AMZNAmazon Com IncStock113,571$2,049 萬0.9%+9,272+8.9%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF248,546$2,024 萬0.9%−8,524−3.3%減碼–
iShares Tr464287150CORE S&P TTL STK166,754$1,923 萬0.8%−12,347−6.9%減碼–
BRK.BBerkshire Hathaway IncStock44,666$1,878 萬0.8%+68+0.2%加碼歷史
NVDANVIDIA CorpStock20,128$1,819 萬0.8%+1,754+9.5%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT105,983$1,795 萬0.8%−29,986−22.1%減碼–
Vanguard Morningstar Growth ETF922908736ETF50,418$1,735 萬0.8%+768+1.5%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 142,328$1,684 萬0.7%−1,824−4.1%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF97,618$1,604 萬0.7%+34,514+54.7%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF632,532$1,556 萬0.7%+233,858+58.7%加碼–
IAUiShares Gold TrustETF364,213$1,530 萬0.7%+86,735+31.3%加碼歷史
Vanguard S&P 500 ETF922908363ETF31,651$1,522 萬0.7%+4,325+15.8%加碼–
GOOGLAlphabet Inc.Stock98,499$1,487 萬0.7%+4,871+5.2%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF287,402$1,450 萬0.6%+127,884+80.2%加碼–
XOMExxonMobil Holdings CorpCOM124,415$1,446 萬0.6%−8,645−6.5%減碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT395,636$1,446 萬0.6%+47,032+13.5%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT298,500$1,440 萬0.6%+63,266+26.9%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF125,756$1,390 萬0.6%+26,031+26.1%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF153,655$1,381 萬0.6%+7,991+5.5%加碼–
First Tr Exchange-Traded FD33734H106SHS324,146$1,369 萬0.6%−16,577−4.9%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF264,551$1,365 萬0.6%−43,577−14.1%減碼–
Schwab US Dividend Equity ETF808524797ETF166,974$1,346 萬0.6%+51,836+45.0%加碼–
First Tr Exchng Traded FD VI33740F631FT VEST US355,569$1,281 萬0.6%+1070.0%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT363,131$1,230 萬0.5%+11,190+3.2%加碼–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT274,260$1,227 萬0.5%+6,970+2.6%加碼–
iShares MSCI Eafe ETF464287465ETF151,194$1,207 萬0.5%+4,465+3.0%加碼–
Vanguard Dividend Appreciation ETF921908844ETF62,534$1,142 萬0.5%+1,135+1.8%加碼–
COSTCostco Wholesale CorpStock15,526$1,137 萬0.5%+2,198+16.5%加碼歷史
Innovator ETFs Trust45782C631INTERNATIONAL DV387,056$1,119 萬0.5%−29,627−7.1%減碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US152,082$1,107 萬0.5%−8,839−5.5%減碼–
Schwab U.S. Large-Cap ETF808524201ETF176,200$1,093 萬0.5%−5,606−3.1%減碼–
Schwab Fundamental International Equity ETF808524755ETF300,463$1,070 萬0.5%+590+0.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS202,487$1,038 萬0.5%+19,771+10.8%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD237,637$1,036 萬0.5%+74,446+45.6%加碼–
iShares Tr464287739U.S. REAL ES ETF113,615$1,021 萬0.4%+4,560+4.2%加碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US155,031$1,016 萬0.4%+5,544+3.7%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF79,240$958.8 萬0.4%+2,440+3.2%加碼–
iShares Russell Top 200 Growth ETF464289438ETF48,695$950.3 萬0.4%−206−0.4%減碼–
MAMastercard IncStock18,860$908.4 萬0.4%−19−0.1%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF142,621$870.7 萬0.4%−574−0.4%減碼–
iShares Tr46436E874IBONDS 24 TRM TS363,681$870.6 萬0.4%−53,851−12.9%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF32,697$849.9 萬0.4%−4,119−11.2%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF168,757$846.6 萬0.4%+5,147+3.1%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF144,239$838.1 萬0.4%+1,771+1.2%加碼–
LLYEli Lilly & CoStock10,717$833.9 萬0.4%−787−6.8%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM143,220$828.7 萬0.4%−41,877−22.6%減碼–
ETEnergy Transfer LPCOM UT LTD PTN519,170$816.7 萬0.4%+8,550+1.7%加碼歷史
VVisa Inc.Stock29,221$815.6 萬0.4%−194−0.7%減碼歷史
iShares S&P 500 Growth ETF464287309ETF92,970$785.0 萬0.3%−213,833−69.7%減碼–
JPMJPMorgan Chase & CoStock36,405$765.4 萬0.3%−6,572−15.3%減碼歷史
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP115,032$755.7 萬0.3%−4,655−3.9%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF81,126$744.7 萬0.3%−6,889−7.8%減碼–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.197,549$730.9 萬0.3%+14,821+8.1%加碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL208,052$683.8 萬0.3%+65,755+46.2%加碼–
iShares Russell 2000 ETF464287655ETF32,413$681.7 萬0.3%+20,793+178.9%加碼–
iShares Tr4642874407-10 YR TRSY BD69,413$657.1 萬0.3%+14,411+26.2%加碼–
GOOGAlphabet Inc.Stock42,889$653.0 萬0.3%+2,300+5.7%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF107,431$652.5 萬0.3%−6,339−5.6%減碼依 5 比 1 拆股換算–
iShares Core S&P Small Cap ETF464287804ETF59,031$652.4 萬0.3%+15,733+36.3%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF273,146$651.5 萬0.3%+11,109+4.2%加碼–
Fidelity MSCI Information Technology Index ETF316092808ETF41,788$651.3 萬0.3%+37,359+843.5%加碼–
iShares Tr46435G409MSCI INTL VLU FT229,874$648.9 萬0.3%+7,140+3.2%加碼–
iShares Tr464289446RUS TOP 200 ETF50,929$647.4 萬0.3%+50,166+6,574.8%加碼–
Vanguard World FD921910873MEGA CAP INDEX34,241$639.9 萬0.3%+32,473+1,836.7%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF53,683$635.0 萬0.3%−237−0.4%減碼–
UNHUnitedHealth Group IncStock12,824$634.5 萬0.3%+873+7.3%加碼歷史
METAMeta Platforms, Inc.Stock12,935$628.2 萬0.3%−1,058−7.6%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF65,787$621.1 萬0.3%−19,310−22.7%減碼–
Vanguard Total Bond Market ETF921937835ETF85,982$606.4 萬0.3%+10,183+13.4%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF119,409$598.2 萬0.3%−851−0.7%減碼–
iShares Tr46432F388MSCI USA VALUE54,548$590.8 萬0.3%−1,519−2.7%減碼–
HDHome Depot, Inc.Stock15,367$589.5 萬0.3%+1,911+14.2%加碼歷史
CVXChevron CorpStock37,307$588.5 萬0.3%−620−1.6%減碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF102,062$584.1 萬0.3%−185−0.2%減碼–
SBUXStarbucks CorpStock63,866$583.7 萬0.3%−559−0.9%減碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF233,745$579.9 萬0.3%+9,981+4.5%加碼–
PGProcter & Gamble CoStock34,634$562.7 萬0.2%−11,799−25.4%減碼歷史
American Centy ETF Tr025072505DIVERSIFIED MU109,129$551.7 萬0.2%+14,135+14.9%加碼–
ABBVAbbVie Inc.Stock29,910$544.7 萬0.2%−1,251−4.0%減碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF63,238$541.7 萬0.2%−2,934−4.4%減碼–
iShares Core High Dividend ETF46429B663ETF48,215$531.4 萬0.2%−68,873−58.8%減碼–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF222,192$528.8 萬0.2%+12,417+5.9%加碼–
SPDR Series Trust78468R523ST STR BL 12 ETF51,626$513.3 萬0.2%+17,083+49.5%加碼–
iShares Tr464288885EAFE GRWTH ETF49,445$513.2 萬0.2%−25,275−33.8%減碼–
Vanguard Short-Term Bond ETF921937827ETF66,865$512.7 萬0.2%+13,060+24.3%加碼–
First Tr Exchng Traded FD VI33740F839FT VEST US EQT125,189$505.7 萬0.2%00.0%不變–

2023 年第 4 季之後清倉(199 檔)

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 199 檔。

IFP Advisors, Inc 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Tr46434VAX8IBONDS DEC23 ETF102,548$259.8 萬0.1%–
ATVIActivision Blizzard, Inc.COM18,626$175.9 萬0.1%歷史
iShares Tr46435U150IBONDS 23 TRM HG50,157$118.5 萬0.1%–
iShares Tr46435G318IBONDS DEC202333,758$86.2 萬<0.1%–
Matthews Asia FDS577125834CHINA ACTIVE ETF43,102$82.1 萬<0.1%–
iShares Tr46436E882IBONDS 23 TRM TS30,869$76.5 萬<0.1%–
Direxion Shs ETF Tr25459W54020YR TRES BULL7,200$38.8 萬<0.1%–
SGENSeagen Inc.COM1,422$32.5 萬<0.1%歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT14,100$28.3 萬<0.1%歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI8,966$18.7 萬<0.1%–
HUTHut 8 Corp.Common Stock13,950$14.7 萬<0.1%歷史
MODModine Manufacturing CoCOM2,446$14.6 萬<0.1%歷史
LTHMLivent Corp.COM7,521$13.5 萬<0.1%歷史
Innov Prem Inc 30 Barr-July45783Y566ETP5,395$13.4 萬<0.1%–
iShares Tr464287291GLOBAL TECH ETF1,686$11.5 萬<0.1%–
EMANEmagin CorpCOM NEW50,000$10.4 萬<0.1%歷史
PCTIPC Tel IncCOM10,000$7.00 萬<0.1%歷史
iShares Tr46435G441ESG ADVNCD HY BD1,500$6.82 萬<0.1%–
Direxion Shs ETF Tr25459W862DRX S&P500BULL560$5.82 萬<0.1%–
BVHBluegreen Vacations Holding CorpCLASS A765$5.75 萬<0.1%歷史
iShares Inc464286657MSCI BIC ETF1,460$4.99 萬<0.1%–
COLDAmericold Realty TrustCOM1,600$4.84 萬<0.1%歷史
ETF Ser Solutions26922A388APTUS DEFINED1,864$4.70 萬<0.1%–
BGBunge Global SACOM417$4.58 萬<0.1%歷史
NFBKNorthfield Bancorp, Inc.COM3,508$4.41 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY1,750$4.11 萬<0.1%–
PGTIPGT Innovations, Inc.COM1,000$4.07 萬<0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF304$3.87 萬<0.1%–
HZNPHorizon Therapeutics Public Ltd CoSHS332$3.84 萬<0.1%歷史
Fidelity Covington Trust316092782VLU FACTOR ETF639$3.38 萬<0.1%–
PIMCO Equity Ser72202L389RAFI DYN EMERG1,736$3.33 萬<0.1%–
VMWVmware LLCCL A COM233$3.32 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY790$2.84 萬<0.1%–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH280$2.75 萬<0.1%–
Vanguard Wellington FD921935805US VALUE FACTR222$2.50 萬<0.1%–
EMFTempleton Emerging Markets FundCOM2,000$2.34 萬<0.1%歷史
NMCONuveen Municipal Credit Opportunities FundCOM2,243$2.24 萬<0.1%歷史
Global X FDS37950E408MSCI CHINA CNSMR1,190$2.09 萬<0.1%–
ETF Ser Solutions26922B865U S GLOBAL SEA T1,293$1.95 萬<0.1%–
iShares Tr464288521CRE U S REIT ETF326$1.77 萬<0.1%–
LBTYKLiberty Global Ltd.SHS CL C1,065$1.77 萬<0.1%歷史
GPRKGeoPark LtdUSD SHS2,008$1.72 萬<0.1%歷史
PCNPIMCO Corporate & Income Strategy FundCOM1,367$1.70 萬<0.1%歷史
LBTYALiberty Global Ltd.SHS CL A1,065$1.69 萬<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM1,385$1.69 萬<0.1%歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL190$1.68 萬<0.1%–
SASeabridge Gold IncCOM1,345$1.63 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J544BULSHS 2023 MUNI603$1.51 萬<0.1%–
Ssga Active Tr78470P846ST STR BLACK ETF522$1.47 萬<0.1%–
WERNWerner Enterprises IncCOM341$1.44 萬<0.1%歷史
ProShares Tr74347R693PSHS ULTRA TECH268$1.42 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J437INTL DEV DYNAMIC550$1.38 萬<0.1%–
Principal Exchange-Traded FD74255Y508PRCPL MIL INDX348$1.37 萬<0.1%–
NEWRNew Relic, Inc.COM155$1.35 萬<0.1%歷史
WisdomTree Tr97717W877GLB HIGH DIV FD265$1.29 萬<0.1%–
LOVELovesac CoCOM499$1.27 萬<0.1%歷史
NHINational Health Investors IncCOM211$1.18 萬<0.1%歷史
HEHawaiian Electric Industries IncCOM811$1.15 萬<0.1%歷史
MMIMarcus & Millichap, Inc.COM248$1.08 萬<0.1%歷史
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT195$1.06 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB497$1.05 萬<0.1%–
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM650$1.05 萬<0.1%歷史
ITGRInteger Holdings CorpCOM104$1.03 萬<0.1%歷史
First Tr Exchange-Traded FD33733B100WTR ETF108$1.02 萬<0.1%–
Victory Portfolios II92647N774VCSHS US DISCVRY185$9,096<0.1%–
Flexshares Tr33939L506IBOXX 3R TARGT381$8,999<0.1%–
DISHDISH Network CORPCL A1,549$8,938<0.1%歷史
MCRIMonarch Casino & Resort IncCOM120$8,298<0.1%歷史
iShares U S ETF Tr46431W663DISCRETIONARY186$8,214<0.1%–
CENXCentury Aluminum CoCOM643$7,806<0.1%歷史
BHEBenchmark Electronics IncCOM280$7,740<0.1%歷史
AUBAtlantic Union Bankshares CorpCOM202$7,383<0.1%歷史
BGRBlackRock Energy & Resources TrustCOM575$7,159<0.1%歷史
CCAPCrescent Capital BDC, Inc.COM400$6,952<0.1%歷史
LCIILci IndustriesCOM55$6,939<0.1%歷史
DORMDorman Products, Inc.COM80$6,672<0.1%歷史
Simplify Exchange Traded Fun82889N731CONVEXITY ETF355$6,298<0.1%–
STCStewart Information Services CorpCOM105$6,157<0.1%歷史
EARNEllington Credit CoCOM SHS BEN INT1,000$6,130<0.1%歷史
RLIRli CorpCOM46$6,128<0.1%歷史
ADUSAddus HomeCare CorpCOM66$6,128<0.1%歷史
TWNKHostess Brands, Inc.CL A182$6,060<0.1%歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM530$5,830<0.1%歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM211$5,829<0.1%歷史
AMBAAmbarella IncSHS94$5,762<0.1%歷史
Barnes Group Inc067806109COM174$5,678<0.1%–
Global X FDS37960A735GBL X BLOCKCHAIN122$5,641<0.1%–
Invesco Exchange Traded FD T46137V324S&P500 EQL IND126$5,432<0.1%–
CASSCass Information Systems IncCOM120$5,406<0.1%歷史
TEITempleton Emerging Markets Income FundCOM1,055$5,380<0.1%歷史
VTLEVital Energy, Inc.COM112$5,095<0.1%歷史
GOLFAcushnet Holdings Corp.COM80$5,054<0.1%歷史
SSYSStratasys Ltd.SHS350$4,998<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP300$4,991<0.1%–
NVEENV5 Global, Inc.COM42$4,668<0.1%歷史
iShares Inc46434G848MSCI GBL ETF NEW108$4,652<0.1%–
First Tr Exch TRD Alphdx FD33737J141CHINA ALPHADEX250$4,631<0.1%–
SPXCSPX Technologies, Inc.COM45$4,545<0.1%歷史
ENOVEnovis CORPCOM80$4,482<0.1%歷史
INSWInternational Seaways, Inc.COM97$4,412<0.1%歷史