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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/4 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
4,609
較 2024 年第 3 季 +1,291
總值
$30.5 億
較 2024 年第 3 季 +$2.79 億 (+10.1%)
申報日
2025/2/4
SEC
IFP Advisors, Inc 在 2024 年第 4 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.Stock338,411$8,475 萬2.8%+29,177+9.4%加碼歷史
SPYSPDR S&P 500 ETF TrustETF115,087$6,745 萬2.2%+30,321+35.8%加碼歷史
Invesco QQQ Trust Series I46090E103ETF100,081$5,118 萬1.7%−6,152−5.8%減碼–
Vanguard Morningstar Growth ETF922908736ETF117,568$4,826 萬1.6%−2,344−2.0%減碼–
NVDANVIDIA CorpStock348,845$4,685 萬1.5%+89,751+34.6%加碼歷史
MSFTMicrosoft CorpStock91,951$3,876 萬1.3%+14,637+18.9%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF528,452$3,643 萬1.2%−2,237−0.4%減碼–
AMZNAmazon Com IncStock157,452$3,454 萬1.1%+32,499+26.0%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT390,200$3,158 萬1.0%−9,456−2.4%減碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,216,819$2,999 萬1.0%+48,391+4.1%加碼–
iShares S&P 100 ETF464287101ETF99,630$2,878 萬0.9%−2,810−2.7%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF822,189$2,806 萬0.9%+108,916+15.3%加碼–
iShares Core S&P 500 ETF464287200ETF46,954$2,764 萬0.9%−3,395−6.7%減碼–
GOOGLAlphabet Inc.Stock135,448$2,564 萬0.8%+14,445+11.9%加碼歷史
IAUiShares Gold TrustETF507,185$2,511 萬0.8%+86,542+20.6%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF893,086$2,489 萬0.8%+19,270+2.2%加碼依 4 比 1 拆股換算–
Vanguard S&P 500 ETF922908363ETF45,963$2,477 萬0.8%+3,514+8.3%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF100,745$2,343 萬0.8%+10,492+11.6%加碼–
BRK.BBerkshire Hathaway IncStock49,156$2,228 萬0.7%+3,288+7.2%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF769,708$2,133 萬0.7%+9,571+1.3%加碼依 3 比 1 拆股換算–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW352,951$2,110 萬0.7%+59,904+20.4%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT120,225$2,107 萬0.7%+7,912+7.0%加碼–
iShares Tr464287150CORE S&P TTL STK163,204$2,099 萬0.7%+1,583+1.0%加碼–
Schwab US Dividend Equity ETF808524797ETF752,814$2,057 萬0.7%+66,738+9.7%加碼依 3 比 1 拆股換算–
Dimensional ETF Trust25434V104US CORE EQT MKT487,193$1,973 萬0.6%+4,884+1.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF380,780$1,918 萬0.6%+730+0.2%加碼–
XOMExxonMobil Holdings CorpCOM173,490$1,866 萬0.6%+25,515+17.2%加碼歷史
COSTCostco Wholesale CorpStock20,355$1,865 萬0.6%+3,822+23.1%加碼歷史
iShares MSCI Eafe ETF464287465ETF245,686$1,858 萬0.6%−14,044−5.4%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF166,649$1,835 萬0.6%+15,869+10.5%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF178,415$1,654 萬0.5%+14,954+9.1%加碼–
iShares Tr464288646ISHS 1-5YR INVS270,889$1,400 萬0.5%+33,388+14.1%加碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF298,482$1,399 萬0.5%+137,672+85.6%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF48,001$1,391 萬0.5%−1,135−2.3%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF265,972$1,389 萬0.5%+2,949+1.1%加碼–
iShares Russell 2000 ETF464287655ETF62,640$1,384 萬0.5%+5,326+9.3%加碼–
First Tr Exchng Traded FD VI33740F631FT VEST US352,593$1,378 萬0.5%+540.0%加碼–
METAMeta Platforms, Inc.Stock22,625$1,325 萬0.4%+2,658+13.3%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF570,450$1,322 萬0.4%+5,133+0.9%加碼依 3 比 1 拆股換算–
Vanguard Total Bond Market ETF921937835ETF182,150$1,310 萬0.4%+44,911+32.7%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT343,309$1,259 萬0.4%−5,424−1.6%減碼–
iShares MSCI USA Quality Factor ETF46432F339ETF70,552$1,256 萬0.4%+3,016+4.5%加碼–
VanEck Semiconductor ETF92189F676ETF51,358$1,244 萬0.4%+22,339+77.0%加碼–
ETEnergy Transfer LPCOM UT LTD PTN634,469$1,243 萬0.4%+6,665+1.1%加碼歷史
VVisa Inc.Stock39,284$1,242 萬0.4%+1,511+4.0%加碼歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US159,527$1,232 萬0.4%+2,483+1.6%加碼–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT254,214$1,216 萬0.4%−2,004−0.8%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF87,550$1,185 萬0.4%+3,262+3.9%加碼–
GOOGAlphabet Inc.Stock60,367$1,150 萬0.4%+26,183+76.6%加碼歷史
HDHome Depot, Inc.Stock29,452$1,146 萬0.4%+7,090+31.7%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US165,631$1,145 萬0.4%+7,943+5.0%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF88,632$1,131 萬0.4%+599+0.7%加碼–
AVGOBroadcom Inc.Stock48,398$1,122 萬0.4%+12,735+35.7%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF480,549$1,091 萬0.4%+29,862+6.6%加碼依 3 比 1 拆股換算–
LLYEli Lilly & CoStock13,991$1,081 萬0.4%+3,400+32.1%加碼歷史
JPMJPMorgan Chase & CoStock44,143$1,058 萬0.3%−5,446−11.0%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF53,058$1,039 萬0.3%+276+0.5%加碼–
First Tr Exchange-Traded FD33734H106SHS233,991$1,021 萬0.3%−3,811−1.6%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF177,532$1,003 萬0.3%+2,673+1.5%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD224,608$965.1 萬0.3%+21,291+10.5%加碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL272,529$958.9 萬0.3%+18,849+7.4%加碼–
PLTRPalantir Technologies Inc.Stock125,392$948.3 萬0.3%−14,425−10.3%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF82,238$947.5 萬0.3%+3,556+4.5%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF98,824$898.6 萬0.3%+3,366+3.5%加碼–
Vanguard Morningstar Value ETF922908744ETF51,909$878.9 萬0.3%+4,082+8.5%加碼–
PGProcter & Gamble CoStock51,499$863.4 萬0.3%+21,710+72.9%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF137,760$858.4 萬0.3%+5,819+4.4%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF355,759$856.3 萬0.3%+38,178+12.0%加碼–
MCDMcDonalds CorpStock28,923$838.5 萬0.3%+6,078+26.6%加碼歷史
MAMastercard IncStock15,789$831.6 萬0.3%−27−0.2%減碼歷史
iShares Core High Dividend ETF46429B663ETF73,520$825.3 萬0.3%−14,386−16.4%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF65,037$824.3 萬0.3%+32,434+99.5%加碼–
UNHUnitedHealth Group IncStock16,227$821.1 萬0.3%+413+2.6%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF169,897$812.4 萬0.3%+14,440+9.3%加碼–
Alps ETF Tr00162Q452ALERIAN MLP168,295$810.5 萬0.3%+6,730+4.2%加碼–
TSLATesla, Inc.Stock19,808$800.0 萬0.3%+4,071+25.9%加碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF315,835$791.2 萬0.3%+29,983+10.5%加碼–
WMTWalmart Inc.Stock87,530$790.8 萬0.3%+7,687+9.6%加碼歷史
AMDAdvanced Micro Devices IncStock65,172$787.2 萬0.3%+11,272+20.9%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM136,398$784.7 萬0.3%−477−0.3%減碼–
CVXChevron CorpStock53,671$777.3 萬0.3%+4,645+9.5%加碼歷史
ABBVAbbVie Inc.Stock43,249$768.5 萬0.3%+4,928+12.9%加碼歷史
Fidelity High Dividend ETF316092840ETF153,833$768.2 萬0.3%+24,246+18.7%加碼–
Schwab US Aggregate Bond ETF808524839ETF331,754$753.1 萬0.2%+64,626+24.2%加碼依 2 比 1 拆股換算–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT152,471$742.1 萬0.2%+25,076+19.7%加碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP90,909$703.9 萬0.2%−2,127−2.3%減碼–
iShares Russell Top 200 Growth ETF464289438ETF29,586$696.0 萬0.2%−1,524−4.9%減碼–
iShares Tr464287739U.S. REAL ES ETF74,534$693.6 萬0.2%+70,746+1,867.6%加碼–
WisdomTree Tr97717W604US SMALLCAP DIVD201,562$692.4 萬0.2%+11,227+5.9%加碼–
TAT&T Inc.Stock302,878$689.6 萬0.2%+154,196+103.7%加碼歷史
Innovator ETFs Trust45782C631INTERNATIONAL DV234,762$687.9 萬0.2%−148,825−38.8%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF28,084$674.7 萬0.2%+15,180+117.6%加碼–
CARRCarrier Global CorpStock96,619$659.7 萬0.2%−1,111−1.1%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF85,050$657.2 萬0.2%+13,664+19.1%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF76,093$651.8 萬0.2%+2,648+3.6%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,296$650.9 萬0.2%−9,811−39.1%減碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF109,696$647.9 萬0.2%+3,121+2.9%加碼–
CSCOCisco Systems, Inc.Stock108,671$643.3 萬0.2%+42,248+63.6%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW61,142$631.6 萬0.2%+11,495+23.2%加碼–
ORCLOracle CorpStock37,667$627.7 萬0.2%+2,153+6.1%加碼歷史

2024 年第 3 季之後清倉(128 檔)

2024 年第 3 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 128 檔。

IFP Advisors, Inc 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
CEMClearBridge MLP & Midstream Fund Inc.COM54,886$245.2 萬0.1%歷史
SIRISirius XM Holdings Inc.COM62,644$148.2 萬0.1%歷史
WRKWestRock CoCOM15,414$79.4 萬<0.1%歷史
STKColumbia Seligman Premium Technology Growth Fund, Inc.COM20,297$68.0 萬<0.1%歷史
MCNXAI Madison Equity Premium Income FundCOM85,301$60.7 萬<0.1%歷史
ETRNMidstream Co LLCCOM26,999$33.5 萬<0.1%歷史
iShares Tr46434V779MSCI QATAR ETF10,084$18.7 萬<0.1%–
TELTE Connectivity plcREG SHS1,190$18.0 萬<0.1%歷史
Flagstar Bank, National Association649445103COM13,457$15.1 萬<0.1%–
Liberty Media Corp531229789Stock6,184$13.8 萬<0.1%–
Aim ETF Products Trust00888H786ALLIA US FEB ETF4,260$12.9 萬<0.1%–
FERGFerguson Enterprises Inc.SHS586$12.1 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A900$8.61 萬<0.1%歷史
BlackRock ETF Trust II092528108SHOR DURA HI ETF2,902$6.73 萬<0.1%–
Tidal ETF Tr886364207SOFI SELCT 5002,923$6.07 萬<0.1%–
Goldman Sachs ETF Tr381430453ACCESS HIG YLD1,320$6.03 萬<0.1%–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT1,676$6.00 萬<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG977$5.74 萬<0.1%–
THMInternational Tower Hill Mines LtdCOM100,000$5.60 萬<0.1%歷史
Aim ETF Products Trust00888H752ALLIA US MAY ETF1,757$5.28 萬<0.1%–
Two RDS Shared Tr90214Q642REGENTS PK HDGD4,923$5.10 萬<0.1%–
Liberty Media Corp531229813Stock2,096$4.67 萬<0.1%–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST1,125$4.63 萬<0.1%–
iShares Tr46429B507MSCI IRELAND ETF660$4.53 萬<0.1%–
Invesco Exch Traded FD Tr II46138E529NY AMT FRE MUN1,727$4.03 萬<0.1%–
Advisorshares Tr00768Y479DORSY FSM ALCP810$3.17 萬<0.1%–
BVNBuenaventura Mining Co IncSPONSORED ADR2,000$2.77 萬<0.1%歷史
CLMTCalumet, Inc.UT LTD PARTNER2,000$2.68 萬<0.1%歷史
Exchange Traded Concepts Tru301505624BITWISE CRYPTO2,000$2.67 萬<0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT400$2.65 萬<0.1%–
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY937$2.45 萬<0.1%–
Innovator ETFs Trust45783Y293INTL DEVELOPED P900$2.41 萬<0.1%–
SDHYPGIM Short Duration High Yield Opportunities FundCOM1,383$2.31 萬<0.1%歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN500$2.27 萬<0.1%–
NCANuveen California Municipal Value FundCOM STK2,370$2.16 萬<0.1%歷史
VVRInvesco Senior Income TrustCOM5,219$2.12 萬<0.1%歷史
Innovator ETFs Trust45782C433US EQTY BUFR FEB500$2.10 萬<0.1%–
Tidal ETF Tr88634T774II YIELDMAX NVDA850$2.04 萬<0.1%–
Tidal Trust II88636J204RET STCKD GL STK794$1.98 萬<0.1%–
iShares Tr46435U374MSCI JP VALUE527$1.74 萬<0.1%–
BITBBitwise Bitcoin ETFSHS BEN INT450$1.56 萬<0.1%歷史
CERECerevel Therapeutics Holdings, Inc.COM346$1.55 萬<0.1%歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF200$1.51 萬<0.1%–
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,180$1.51 萬<0.1%–
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT699$1.47 萬<0.1%–
JPINuveen Preferred Securities & Income Opportunities FundCOM700$1.46 萬<0.1%歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund1,900$1.40 萬<0.1%–
ProShares Tr74347B565SP500 EX HLTH220$1.35 萬<0.1%–
POETPoet Technologies Inc.COM NEW3,000$1.33 萬<0.1%歷史
ASGLiberty All Star Growth Fund Inc.COM2,343$1.31 萬<0.1%歷史
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF470$1.25 萬<0.1%–
ProShares Tr74347G804K1 FRE CRD OIL282$1.20 萬<0.1%–
Global X FDS37954Y442CLOUD COMPUTNG570$1.17 萬<0.1%–
ProShares Tr74347G705ULTRA ENERGY300$1.15 萬<0.1%–
Franklin Templeton ETF Tr35473P827FTSE CANADA283$1.07 萬<0.1%–
Amplify ETF Tr032108847CEF HIGH INCOME850$1.05 萬<0.1%–
Two RDS Shared Tr90214Q683LEADERSHARES EQT269$9,211<0.1%–
AZIOAzio AI Holdings, Inc.COM4,750$8,550<0.1%歷史
CGBDCarlyle Secured Lending, Inc.COM500$8,485<0.1%歷史
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP216$8,184<0.1%–
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG345$7,114<0.1%–
TRINTrinity Capital Inc.COM514$6,975<0.1%歷史
Two RDS Shared Tr90214Q717LEADERSHS ACTIVI203$6,849<0.1%–
EMFTempleton Emerging Markets FundCOM500$6,770<0.1%歷史
MMTAberdeen Multi-Market Income FundSH BEN INT1,000$4,870<0.1%歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF89$4,809<0.1%–
Amplify ETF Tr032108581AMPLIFY TREATMEN200$3,832<0.1%–
SITCSITE Centers Corp.COM245$3,763<0.1%歷史
ASXCAsensus Surgical, Inc.COM10,492$3,649<0.1%歷史
Direxion Shs ETF Tr25460G732MOONSHOT INNOVAT296$3,058<0.1%–
iShares Inc464286145MSCI FRONTIER107$2,946<0.1%–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT200$2,704<0.1%歷史
EOSEEos Energy Enterprises, Inc.COM CL A800$2,376<0.1%歷史
SACHSachem Capital Corp.COM938$2,364<0.1%歷史
Tidal Trust II88636J816RETURN STCKD US96$2,352<0.1%–
BKSYBlackSky Technology Inc.COM CL A3,000$2,330<0.1%歷史
BUIBlackRock Utilities, Infrastructure & Power Opportunities TrustCOM91$2,260<0.1%歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS235$2,256<0.1%歷史
IBIOiBio, Inc.COM NEW1,000$2,220<0.1%歷史
VanEck ETF Trust92189F353EMERGING MRKT HI105$2,088<0.1%–
Goldman Sachs ETF Tr38149W788CMN59$2,062<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF56$1,637<0.1%–
ASRSoutheast Airport GroupSPON ADR SER B4$1,461<0.1%歷史
SWNSouthwestern Energy CoCOM198$1,408<0.1%歷史
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF100$1,349<0.1%–
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X30$1,139<0.1%–
BBDBank BradescoSP ADR PFD NEW420$1,117<0.1%歷史
Matthews Asia FDS577125818EMER MKTS EQUITY32$1,056<0.1%–
Ssga Active ETF Tr78467V707ST STR UL BD ETF24$979<0.1%–
HTZHertz Global Holdings, IncCOM NEW280$924<0.1%歷史
MKFGMarkforged Holding CorpCOM5,000$900<0.1%歷史
BZFDBuzzFeed, Inc.CL A NEW300$800<0.1%歷史
ECFEllsworth Growth & Income Fund LtdCOM86$773<0.1%歷史
Direxion Shs ETF Tr25460E281DLY MSCI MX 3X50$677<0.1%–
Innovator ETFs Tr45782C243INVTOR 2 PLS 531$653<0.1%–
Direxion Shs ETF Tr25460G84920YR TRES BEAR20$578<0.1%–
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A23$570<0.1%歷史
JFRNuveen Floating Rate Income FundCOM56$494<0.1%歷史
PHUNPhunware, Inc.COM NEW100$342<0.1%歷史
HQLabrdn Life Sciences InvestorsSH BEN INT22$332<0.1%歷史