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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/5 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
4,312
較 2024 年第 4 季 −297
總值
$32.4 億
較 2024 年第 4 季 +$1.90 億 (+6.2%)
申報日
2025/5/5
SEC
IFP Advisors, Inc 在 2025 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.Stock424,273$9,425 萬2.9%+85,862+25.4%加碼歷史
Invesco QQQ Trust Series I46090E103ETF130,369$6,114 萬1.9%+30,288+30.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF160,817$5,966 萬1.8%+43,249+36.8%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW770,064$4,608 萬1.4%+417,113+118.2%加碼–
NVDANVIDIA CorpStock378,353$4,101 萬1.3%+29,508+8.5%加碼歷史
MSFTMicrosoft CorpStock103,663$3,893 萬1.2%+11,712+12.7%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF550,771$3,622 萬1.1%+22,319+4.2%加碼–
SPYSPDR S&P 500 ETF TrustETF60,401$3,379 萬1.0%−54,686−47.5%減碼歷史
AMZNAmazon Com IncStock168,579$3,207 萬1.0%+11,127+7.1%加碼歷史
IAUiShares Gold TrustETF535,504$3,157 萬1.0%+28,319+5.6%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT393,763$3,145 萬1.0%+3,563+0.9%加碼–
iShares S&P 100 ETF464287101ETF102,907$2,787 萬0.9%+3,277+3.3%加碼–
iShares Core S&P 500 ETF464287200ETF49,320$2,771 萬0.9%+2,366+5.0%加碼–
BRK.BBerkshire Hathaway IncStock48,405$2,578 萬0.8%−751−1.5%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT146,294$2,534 萬0.8%+26,069+21.7%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF668,624$2,434 萬0.8%−153,565−18.7%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF932,523$2,335 萬0.7%+39,437+4.4%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF109,418$2,259 萬0.7%+8,673+8.6%加碼–
Vanguard S&P 500 ETF922908363ETF42,825$2,201 萬0.7%−3,138−6.8%減碼–
Schwab US Dividend Equity ETF808524797ETF783,749$2,191 萬0.7%+30,935+4.1%加碼–
iShares MSCI Eafe ETF464287465ETF265,486$2,170 萬0.7%+19,800+8.1%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF834,619$2,066 萬0.6%−382,200−31.4%減碼–
XOMExxonMobil Holdings CorpCOM170,175$2,024 萬0.6%−3,315−1.9%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF771,852$2,022 萬0.6%+2,144+0.3%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF395,490$2,002 萬0.6%+14,710+3.9%加碼–
iShares Tr464287150CORE S&P TTL STK159,103$1,941 萬0.6%−4,101−2.5%減碼–
GOOGLAlphabet Inc.Stock125,235$1,937 萬0.6%−10,213−7.5%減碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT498,696$1,917 萬0.6%+11,503+2.4%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF172,951$1,910 萬0.6%+6,302+3.8%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF144,194$1,860 萬0.6%+55,562+62.7%加碼–
COSTCostco Wholesale CorpStock19,619$1,856 萬0.6%−736−3.6%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF94,472$1,833 萬0.6%+41,414+78.1%加碼–
Vanguard Information Technology ETF92204A702ETF30,926$1,681 萬0.5%+24,172+357.9%加碼–
iShares Tr464288646ISHS 1-5YR INVS303,044$1,587 萬0.5%+32,155+11.9%加碼–
METAMeta Platforms, Inc.Stock26,618$1,535 萬0.5%+3,993+17.6%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF172,694$1,520 萬0.5%−5,721−3.2%減碼–
VVisa Inc.Stock40,963$1,436 萬0.4%+1,679+4.3%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD554,022$1,414 萬0.4%+548,323+9,621.4%加碼–
Vanguard Total Bond Market ETF921937835ETF189,284$1,390 萬0.4%+7,134+3.9%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF80,388$1,374 萬0.4%+9,836+13.9%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF49,034$1,348 萬0.4%+1,033+2.2%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT378,090$1,348 萬0.4%+354,702+1,516.6%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT382,358$1,310 萬0.4%+377,910+8,496.2%加碼–
LLYEli Lilly & CoStock15,804$1,306 萬0.4%+1,813+13.0%加碼歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF266,740$1,268 萬0.4%−31,742−10.6%減碼–
Pgim ETF Tr69344A834AAA CLO ETF246,652$1,266 萬0.4%+162,185+192.0%加碼–
Schwab U.S. Large-Cap ETF808524201ETF566,227$1,250 萬0.4%−4,223−0.7%減碼–
iShares Russell 2000 ETF464287655ETF61,433$1,226 萬0.4%−1,207−1.9%減碼–
GOOGAlphabet Inc.Stock77,886$1,217 萬0.4%+17,519+29.0%加碼歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US159,709$1,214 萬0.4%+182+0.1%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT344,275$1,150 萬0.4%+341,153+10,927.4%加碼–
JPMJPMorgan Chase & CoStock45,720$1,122 萬0.3%+1,577+3.6%加碼歷史
VanEck Semiconductor ETF92189F676ETF52,881$1,118 萬0.3%+1,523+3.0%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF87,653$1,091 萬0.3%+103+0.1%加碼–
Schwab U.S. Broad Market ETF808524102ETF506,186$1,090 萬0.3%+25,637+5.3%加碼–
PLTRPalantir Technologies Inc.Stock98,188$1,082 萬0.3%−27,204−21.7%減碼歷史
Invesco Exchange Traded FD T46137V290S&P500 EQL REL301,868$1,078 萬0.3%+29,339+10.8%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF196,338$1,060 萬0.3%−69,634−26.2%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US166,794$1,058 萬0.3%+1,163+0.7%加碼–
CVXChevron CorpStock62,509$1,046 萬0.3%+8,838+16.5%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF202,850$1,031 萬0.3%+32,953+19.4%加碼–
iShares Core MSCI Eafe ETF46432F842ETF135,900$1,028 萬0.3%+63,778+88.4%加碼–
Vanguard Morningstar Value ETF922908744ETF58,159$1,005 萬0.3%+6,250+12.0%加碼–
HDHome Depot, Inc.Stock27,129$994.5 萬0.3%−2,323−7.9%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF48,366$977.6 萬0.3%+35,001+261.9%加碼–
PGProcter & Gamble CoStock56,300$959.5 萬0.3%+4,801+9.3%加碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF396,183$959.2 萬0.3%+40,424+11.4%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF162,680$949.2 萬0.3%+24,920+18.1%加碼–
iShares Core S&P Small Cap ETF464287804ETF90,304$944.3 萬0.3%+8,066+9.8%加碼–
First Tr Exchange-Traded FD33734H106SHS210,330$937.9 萬0.3%−23,661−10.1%減碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD209,259$917.4 萬0.3%−15,349−6.8%減碼–
UNHUnitedHealth Group IncStock17,138$897.7 萬0.3%+911+5.6%加碼歷史
AVGOBroadcom Inc.Stock53,421$894.8 萬0.3%+5,023+10.4%加碼歷史
ABBVAbbVie Inc.Stock41,916$878.2 萬0.3%−1,333−3.1%減碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF348,871$877.4 萬0.3%+33,036+10.5%加碼–
iShares Core High Dividend ETF46429B663ETF71,675$868.1 萬0.3%−1,845−2.5%減碼–
WMTWalmart Inc.Stock98,826$867.8 萬0.3%+11,296+12.9%加碼歷史
MAMastercard IncStock15,741$862.9 萬0.3%−48−0.3%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 120,461$859.3 萬0.3%+5,165+33.8%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP164,714$855.5 萬0.3%−3,581−2.1%減碼–
Schwab US Aggregate Bond ETF808524839ETF367,891$852.0 萬0.3%+36,137+10.9%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT169,346$832.5 萬0.3%+16,875+11.1%加碼–
TAT&T Inc.Stock293,815$830.9 萬0.3%−9,063−3.0%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF99,647$829.9 萬0.3%+823+0.8%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF149,832$820.5 萬0.3%−27,700−15.6%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF69,194$813.0 萬0.3%+4,157+6.4%加碼–
AMDAdvanced Micro Devices IncStock77,355$794.7 萬0.2%+12,183+18.7%加碼歷史
AXSMAxsome Therapeutics, Inc.COM68,114$794.4 萬0.2%+275+0.4%加碼歷史
iShares S&P 500 Value ETF464287408ETF40,637$774.5 萬0.2%+11,373+38.9%加碼–
Fidelity High Dividend ETF316092840ETF151,803$752.9 萬0.2%−2,030−1.3%減碼–
TGTXTG Therapeutics, Inc.COM188,062$741.5 萬0.2%+9,515+5.3%加碼歷史
IBMInternational Business Machines CorpStock29,678$738.0 萬0.2%+6,424+27.6%加碼歷史
FTNTFortinet, Inc.Stock76,325$734.7 萬0.2%+16,493+27.6%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF73,734$729.4 萬0.2%+36,692+99.1%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF32,785$727.0 萬0.2%+4,701+16.7%加碼–
iShares Tr464287739U.S. REAL ES ETF74,501$713.4 萬0.2%−330.0%減碼–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF287,224$694.5 萬0.2%+34,229+13.5%加碼–
CSCOCisco Systems, Inc.Stock111,510$688.2 萬0.2%+2,839+2.6%加碼歷史
RTXRTX CorpStock51,229$683.9 萬0.2%+4,206+8.9%加碼歷史
MCDMcDonalds CorpStock21,563$673.6 萬0.2%−7,360−25.4%減碼歷史

2024 年第 4 季之後清倉(519 檔)

2024 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 519 檔。

IFP Advisors, Inc 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
iShares Tr46434VBG4IBONDS DEC24 ETF246,428$620.0 萬0.2%–
iShares Tr46436E874IBONDS 24 TRM TS140,411$335.4 萬0.1%–
iShares Tr46435U184IBONDS 24 TRM HG69,675$161.8 萬0.1%–
Schwab Charles Family FD808515530AMT TAX FREE MNY1,397,800$139.8 萬<0.1%–
iShares Tr46435U697IBONDS DEC36,074$94.0 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI22,175$55.2 萬<0.1%–
PFSProvident Financial Services IncCOM17,637$33.3 萬<0.1%歷史
SPDR Index Shs FDS78463X418ST STR MSCI WLD1,997$24.7 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB10,500$22.2 萬<0.1%–
Franklin Templeton ETF Tr35473P496LIBERTY ULRA SHR7,497$18.6 萬<0.1%–
MROMarathon Oil CorpCOM5,142$14.7 萬<0.1%歷史
ANETArista Networks, Inc.COM1,254$13.9 萬<0.1%歷史
ETF Ser Solutions26922A172NATIONWIDE RSK5,113$13.3 萬<0.1%–
Amplify ETF Tr032108722CWP INTL ENHANCE4,069$12.1 萬<0.1%–
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X2,708$11.3 萬<0.1%–
BLKBlackRock, Inc.COM106$11.1 萬<0.1%歷史
RBB FD Inc74933W643MOTLEY FOOL CAPI4,168$11.0 萬<0.1%–
BLUEbluebird bio, Inc.COM10,500$9.42 萬<0.1%歷史
iShares Inc464286806MSCI GERMANY ETF2,706$8.61 萬<0.1%–
BTCGrayscale Bitcoin Mini Trust ETFSHS1,760$7.75 萬<0.1%歷史
Indexiq ETF Tr45409B362IQ 500 INT ETF2,250$7.33 萬<0.1%–
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM800$6.68 萬<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG2,360$6.53 萬<0.1%歷史
iShares Inc46434G830MSCI ITALY ETF1,794$6.45 萬<0.1%–
iShares Tr46429B523MSCI DENMARK ETF555$5.90 萬<0.1%–
First Tr Exch Traded FD III33740J203EQUITY MARKET NE2,727$5.42 萬<0.1%–
SMLRSemler Scientific, Inc.COM998$5.41 萬<0.1%歷史
Atlantica Sustainable Infr PG0751N103SHS2,362$5.19 萬<0.1%–
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT1,585$4.92 萬<0.1%歷史
PPIHPerma-Pipe International Holdings, Inc.COM3,200$4.78 萬<0.1%歷史
iShares Tr46436E189COPPER & METALS1,500$3.83 萬<0.1%–
CBUSCibus, Inc.CL A COM STK13,000$3.61 萬<0.1%歷史
VSTOVista Outdoor Inc.COM802$3.61 萬<0.1%歷史
SPXCSPX Technologies, Inc.COM229$3.33 萬<0.1%歷史
QUBTQuantum Computing Inc.COM2,000$3.31 萬<0.1%歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS1,100$2.76 萬<0.1%–
iShares Tr464288851US OIL GS EX ETF280$2.51 萬<0.1%–
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP356$2.48 萬<0.1%–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X700$2.46 萬<0.1%–
iShares Tr464289131BRAZIL SM-CP ETF2,501$2.31 萬<0.1%–
SOUNWSoundhound AI, Inc.*W EXP 04/26/2022,000$2.31 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY1,000$2.27 萬<0.1%–
LUCKLucky Strike Entertainment CorpCL A COM2,188$2.19 萬<0.1%歷史
MYSZMy Size, Inc.COM NEW5,000$2.13 萬<0.1%歷史
CORZCore Scientific, Inc.COM1,504$2.11 萬<0.1%歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T515$2.06 萬<0.1%–
AVNWAviat Networks, Inc.COM NEW1,064$1.97 萬<0.1%歷史
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW500$1.78 萬<0.1%歷史
ProShares Tr74347B698RUSS 2000 DIVD245$1.66 萬<0.1%–
AGRAvangrid, Inc.COM460$1.66 萬<0.1%歷史
KULRKULR Technology Group, Inc.Common Stock4,650$1.65 萬<0.1%歷史
Flexshares Tr33939L845QLT DIV DEF IDX235$1.65 萬<0.1%–
iShares Tr464288406MRGSTR MD CP VAL222$1.65 萬<0.1%–
iShares U.S. Regional Banks ETF464288778ETF322$1.62 萬<0.1%–
ZDGEZedge, Inc.CL B5,900$1.59 萬<0.1%歷史
Nuvei Corp67079A102COM465$1.58 萬<0.1%–
OCSLOaktree Specialty Lending CorpCOM1,000$1.53 萬<0.1%歷史
Tidal ETF Tr88634T477II YIELDMAX AMD OPT1,500$1.52 萬<0.1%–
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM1,000$1.49 萬<0.1%歷史
INSWInternational Seaways, Inc.COM405$1.46 萬<0.1%歷史
TELLTellurian Inc.COM14,500$1.45 萬<0.1%歷史
AMPGAmpliTech Group, Inc.COM NEW2,800$1.44 萬<0.1%歷史
CSWCCapital Southwest CorpCOM650$1.42 萬<0.1%歷史
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU500$1.37 萬<0.1%–
CTLTCatalent, Inc.COM187$1.31 萬<0.1%歷史
UCOProShares Trust IIULTA BLMBG 2017400$1.10 萬<0.1%歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A258$1.03 萬<0.1%歷史
APTVAptiv PLCSHS167$1.01 萬<0.1%歷史
iShares Tr464287770U.S. FIN SVC ETF129$1.00 萬<0.1%–
iShares Inc464286475EM MKT SM-CP ETF168$9,768<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF337$9,652<0.1%–
AEMDAethlon Medical IncCOM NEW10,907$9,380<0.1%歷史
EXKEndeavour Silver CorpCOM2,500$9,150<0.1%歷史
SABASaba Capital Income & Opportunities Fund IICOM NEW1,000$9,060<0.1%歷史
Direxion Shs ETF Tr25460G120DAILY S&P BIOTCH100$9,000<0.1%–
iShares U S ETF Tr46431W507SHOR DURA BD ETF175$8,838<0.1%–
BOFBranchOut Food Inc.COM5,000$8,650<0.1%歷史
CYNCyngn Inc.COM NEW10,000$8,491<0.1%歷史
Lattice Strategies Tr518416870HART DI EQUI ETF149$8,418<0.1%–
Innovator ETFs Trust45783Y277US SM CA PW JUNE300$8,070<0.1%–
WisdomTree Tr97717W703INTL EQUITY FD148$7,799<0.1%–
Nuscale PWR Corp67079K118*W EXP 05/02/2021,000$7,600<0.1%–
BMEBlackRock Health Sciences TrustCOM200$7,586<0.1%歷史
Innovator ETFs Tr45783Y509GROWTH ACCELE200$7,505<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT196$7,456<0.1%–
Blueprint Chesapk MLT88636J873TFPN300$7,438<0.1%–
MGXMetagenomi Therapeutics, Inc.COM2,000$7,220<0.1%歷史
XPONExpion Energy, Inc.COM NEW3,000$7,170<0.1%歷史
RSKDRiskified Ltd.SHS CL A1,500$7,095<0.1%歷史
UNGUnited States Natural Gas Fund, LPETF375$6,304<0.1%歷史
WRAPWrap Technologies, Inc.COM2,941$6,235<0.1%歷史
iShares Tr46436E577ISHARES 25+ YR T622$6,145<0.1%–
ALARAlarum Technologies Ltd.ADR500$5,305<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM500$5,230<0.1%歷史
IIPRInnovative Industrial Properties IncCOM78$5,198<0.1%歷史
TROXTronox Holdings plcSHS510$5,136<0.1%歷史
OPTXSyntec Optics Holdings, Inc.CL A2,000$5,040<0.1%歷史
IPWRIdeal Power Inc.COM NEW656$4,953<0.1%歷史
Goldman Sachs ETF Tr381430545HEDGE IND ETF38$4,715<0.1%–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT125$4,669<0.1%–