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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/24 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
4,929
較 2025 年第 1 季 +617
總值
$35.2 億
較 2025 年第 1 季 +$2.74 億 (+8.4%)
申報日
2025/7/24
SEC
IFP Advisors, Inc 在 2025 年第 2 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.Stock432,458$8,874 萬2.5%+8,185+1.9%加碼歷史
NVDANVIDIA CorpStock379,494$5,996 萬1.7%+1,141+0.3%加碼歷史
SPYSPDR S&P 500 ETF TrustETF86,255$5,329 萬1.5%+25,854+42.8%加碼歷史
MSFTMicrosoft CorpStock101,739$5,063 萬1.4%−1,924−1.9%減碼歷史
Invesco QQQ Trust Series I46090E103ETF90,336$4,985 萬1.4%−40,033−30.7%減碼–
Vanguard Morningstar Growth ETF922908736ETF113,281$4,969 萬1.4%−47,536−29.6%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW756,990$4,532 萬1.3%−13,074−1.7%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF561,432$4,081 萬1.2%+10,661+1.9%加碼–
AMZNAmazon Com IncStock163,455$3,586 萬1.0%−5,124−3.0%減碼歷史
IAUiShares Gold TrustETF550,542$3,433 萬1.0%+15,038+2.8%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT398,183$3,334 萬0.9%+4,420+1.1%加碼–
iShares Core S&P 500 ETF464287200ETF51,846$3,219 萬0.9%+2,526+5.1%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF783,624$3,173 萬0.9%+115,000+17.2%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT163,405$2,970 萬0.8%+17,111+11.7%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF948,148$2,770 萬0.8%+15,625+1.7%加碼–
iShares S&P 500 Growth ETF464287309ETF240,326$2,646 萬0.8%+204,575+572.2%加碼–
iShares S&P 100 ETF464287101ETF84,456$2,571 萬0.7%−18,451−17.9%減碼–
BRK.BBerkshire Hathaway IncStock49,064$2,384 萬0.7%+659+1.4%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF130,413$2,384 萬0.7%+50,025+62.2%加碼–
Vanguard S&P 500 ETF922908363ETF41,889$2,379 萬0.7%−936−2.2%減碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF948,605$2,361 萬0.7%+113,986+13.7%加碼–
iShares MSCI Eafe ETF464287465ETF258,511$2,311 萬0.7%−6,975−2.6%減碼–
METAMeta Platforms, Inc.Stock31,069$2,301 萬0.7%+4,451+16.7%加碼歷史
Vanguard Information Technology ETF92204A702ETF33,328$2,215 萬0.6%+2,402+7.8%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF784,723$2,201 萬0.6%+12,871+1.7%加碼–
GOOGLAlphabet Inc.Stock122,414$2,158 萬0.6%−2,821−2.3%減碼歷史
Schwab US Dividend Equity ETF808524797ETF812,290$2,153 萬0.6%+28,541+3.6%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF407,436$2,065 萬0.6%+11,946+3.0%加碼–
Vanguard Morningstar Value ETF922908744ETF116,437$2,058 萬0.6%+58,278+100.2%加碼–
iShares Tr464288760US AER DEF ETF108,474$2,046 萬0.6%+74,644+220.6%加碼–
iShares Tr464287150CORE S&P TTL STK151,526$2,046 萬0.6%−7,577−4.8%減碼–
COSTCostco Wholesale CorpStock20,593$2,042 萬0.6%+974+5.0%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF99,562$2,038 萬0.6%+5,090+5.4%加碼–
iShares Tr46428743220 YR TR BD ETF225,893$1,993 萬0.6%+177,767+369.4%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF148,414$1,979 萬0.6%+4,220+2.9%加碼–
iShares Tr464288646ISHS 1-5YR INVS328,649$1,734 萬0.5%+25,605+8.4%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT425,110$1,728 萬0.5%+42,752+11.2%加碼–
AVGOBroadcom Inc.Stock62,333$1,719 萬0.5%+8,912+16.7%加碼歷史
XOMExxonMobil Holdings CorpCOM158,450$1,715 萬0.5%−11,725−6.9%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF175,756$1,648 萬0.5%+3,062+1.8%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT415,270$1,640 萬0.5%+37,180+9.8%加碼–
VVisa Inc.Stock43,664$1,563 萬0.4%+2,701+6.6%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF592,045$1,447 萬0.4%+25,818+4.6%加碼–
GOOGAlphabet Inc.Stock81,349$1,444 萬0.4%+3,463+4.4%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT380,451$1,405 萬0.4%+36,176+10.5%加碼–
iShares Core MSCI Eafe ETF46432F842ETF161,692$1,350 萬0.4%+25,792+19.0%加碼–
JPMJPMorgan Chase & CoStock46,303$1,342 萬0.4%+583+1.3%加碼歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US161,088$1,314 萬0.4%+1,379+0.9%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF207,819$1,248 萬0.4%+11,481+5.8%加碼–
Schwab U.S. Broad Market ETF808524102ETF516,353$1,230 萬0.3%+10,167+2.0%加碼–
LLYEli Lilly & CoStock15,558$1,213 萬0.3%−246−1.6%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF194,470$1,206 萬0.3%+31,790+19.5%加碼–
HDHome Depot, Inc.Stock32,760$1,201 萬0.3%+5,631+20.8%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US173,626$1,191 萬0.3%+6,832+4.1%加碼–
WMTWalmart Inc.Stock120,841$1,182 萬0.3%+22,015+22.3%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF203,218$1,159 萬0.3%+368+0.2%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF86,495$1,151 萬0.3%−1,158−1.3%減碼–
Vanguard Total Bond Market ETF921937835ETF151,719$1,117 萬0.3%−37,565−19.8%減碼–
iShares Tr46435G672CORE INTL AGGR216,751$1,107 萬0.3%+84,100+63.4%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT224,226$1,105 萬0.3%+54,880+32.4%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF110,854$1,100 萬0.3%+37,120+50.3%加碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL308,087$1,079 萬0.3%+6,219+2.1%加碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF37,773$1,076 萬0.3%+25,260+201.9%加碼–
ORCLOracle CorpStock47,280$1,045 萬0.3%+6,952+17.2%加碼歷史
AMDAdvanced Micro Devices IncStock72,930$1,043 萬0.3%−4,425−5.7%減碼歷史
Pgim ETF Tr69344A834AAA CLO ETF196,676$1,012 萬0.3%−49,976−20.3%減碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF410,121$994.5 萬0.3%+13,938+3.5%加碼–
PGProcter & Gamble CoStock60,784$990.7 萬0.3%+4,484+8.0%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF71,252$988.2 萬0.3%+2,058+3.0%加碼–
iShares Core S&P Small Cap ETF464287804ETF88,835$970.9 萬0.3%−1,469−1.6%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF31,844$967.8 萬0.3%−17,190−35.1%減碼–
Schwab US Aggregate Bond ETF808524839ETF412,764$959.3 萬0.3%+44,873+12.2%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF77,532$958.1 萬0.3%+43,496+127.8%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD214,385$940.9 萬0.3%+5,126+2.4%加碼–
MAMastercard IncStock16,102$912.4 萬0.3%+361+2.3%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF143,530$900.5 萬0.3%+76,012+112.6%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF32,280$895.2 萬0.3%+19,638+155.3%加碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF355,174$894.3 萬0.3%+6,303+1.8%加碼–
First Tr Exchange-Traded FD33734H106SHS196,989$880.5 萬0.3%−13,341−6.3%減碼–
CRWDCrowdStrike Holdings, Inc.Stock17,233$877.7 萬0.2%+1,919+12.5%加碼歷史
TAT&T Inc.Stock292,465$855.6 萬0.2%−1,350−0.5%減碼歷史
iShares S&P 500 Value ETF464287408ETF43,455$849.4 萬0.2%+2,818+6.9%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF152,929$842.6 萬0.2%+3,097+2.1%加碼–
Fidelity High Dividend ETF316092840ETF161,837$841.9 萬0.2%+10,034+6.6%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF33,036$836.6 萬0.2%−76,382−69.8%減碼–
iShares Core High Dividend ETF46429B663ETF70,822$829.8 萬0.2%−853−1.2%減碼–
ABBVAbbVie Inc.Stock43,087$805.0 萬0.2%+1,171+2.8%加碼歷史
IBMInternational Business Machines CorpStock27,038$796.9 萬0.2%−2,640−8.9%減碼歷史
CVXChevron CorpStock54,793$784.6 萬0.2%−7,716−12.3%減碼歷史
CSCOCisco Systems, Inc.Stock108,396$762.8 萬0.2%−3,114−2.8%減碼歷史
iShares Tr464287721U.S. TECH ETF43,667$756.7 萬0.2%+826+1.9%加碼–
BNY Mellon ETF Trust09661T107US LRG CP CORE63,259$749.2 萬0.2%+36,890+139.9%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF31,317$742.2 萬0.2%−1,468−4.5%減碼–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF303,559$736.7 萬0.2%+16,335+5.7%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW66,722$728.6 萬0.2%+6,004+9.9%加碼–
iShares Russell Top 200 Growth ETF464289438ETF29,427$725.4 萬0.2%+1,290+4.6%加碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP90,998$724.2 萬0.2%+3,762+4.3%加碼–
PLTRPalantir Technologies Inc.Stock42,985$722.3 萬0.2%−55,203−56.2%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD144,370$718.4 萬0.2%+67,667+88.2%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 116,188$713.5 萬0.2%−4,273−20.9%減碼歷史

2025 年第 1 季之後清倉(212 檔)

2025 年第 1 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 212 檔。

IFP Advisors, Inc 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Vanguard Scottsdale FDS92206C813LG-TERM COR BD25,894$196.6 萬0.1%–
Ea Series Trust02072L417MARKETDESK FOCUS59,729$160.3 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2668,864$159.7 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY64,752$149.3 萬<0.1%–
Managed Portfolio Series56167N720TORTOISE NRAM PI16,395$59.6 萬<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM4,440$58.6 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46139W833BULLETSHS 32 MUN21,889$53.8 萬<0.1%–
Invesco Exch TRD SLF Idx FD46139W791BULLE MUN ETF19,320$48.9 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI11,070$27.1 萬<0.1%–
SMARSmartsheet IncCOM CL A3,693$20.9 萬<0.1%歷史
Neos ETF Trust Nasdaq 100 HDGD78433H667ETF7,478$20.0 萬<0.1%–
NARIInari Medical, Inc.Stock1,765$14.1 萬<0.1%歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX521$13.2 萬<0.1%–
American Centy ETF Tr025072372EMERGING MKT VAL2,720$12.8 萬<0.1%–
Innovator ETFs Trust45782C672US EQT ULTRA BF3,400$11.8 萬<0.1%–
AUAngloGold Ashanti PLCCOM SHS2,939$10.9 萬<0.1%歷史
Graniteshares ETF Tr38747R8681.75X LG BABA DL3,000$10.7 萬<0.1%–
Capital Group International14021T102SHS4,000$10.4 萬<0.1%–
HGLBHighland Global Allocation FundCOM11,001$9.16 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F219FT VEST NASD 1004,449$9.05 萬<0.1%–
ProShares Tr74347G184SHORT BITCOIN ET2,689$7.07 萬<0.1%–
UVXYProShares Trust IIULTRA VIX SHORT3,000$7.03 萬<0.1%歷史
Direxion Shs ETF Tr25460G187DAILY CSI 2X SH1,500$6.46 萬<0.1%–
OUTOUTFRONT Media Inc.COM3,395$5.99 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP2,734$5.92 萬<0.1%–
Invesco Exchange Traded FD T46137V621FINL PFD ETF4,031$5.76 萬<0.1%–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT1,649$5.73 萬<0.1%–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF2,226$5.33 萬<0.1%–
SPDR Index Shs FDS78463X541ST STR NAT ETF1,000$5.33 萬<0.1%–
First Tr Exchng Traded FD VI33740F284FT VEST NASDAQ 12,150$4.74 萬<0.1%–
Pacer FDS Tr69374H402US EXPORT LEAD1,021$4.66 萬<0.1%–
AZPNAspen Technology, Inc.COM169$4.63 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F193VEST NASDAQ-1002,080$4.20 萬<0.1%–
Dimensional ETF Trust25434V773INTL SMALL CAP E1,534$3.96 萬<0.1%–
Graniteshares ETF Tr38747R8271.5X LNG NVDA DL1,000$3.74 萬<0.1%–
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT2,200$3.47 萬<0.1%歷史
PTYPIMCO Corporate & Income Opportunity FundCOM2,247$3.25 萬<0.1%歷史
MSDMorgan Stanley Emerging Markets Debt Fund IncCOM4,000$3.22 萬<0.1%歷史
CLMCornerstone Strategic Investment Fund, Inc.COM4,250$3.16 萬<0.1%歷史
ZTRVirtus Total Return Fund Inc.COM5,000$2.98 萬<0.1%歷史
ALTMArcadium Lithium plcStock4,985$2.94 萬<0.1%歷史
Graniteshares 2X Long Coin Daily ETF38747R801ETF2,000$2.77 萬<0.1%–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM2,075$2.73 萬<0.1%歷史
PFCPremier Financial CorpCOM906$2.54 萬<0.1%歷史
Ea Series Trust02072L516ALPHA ARCHITECT267$2.35 萬<0.1%–
EVFEaton Vance Senior Income TrustSH BEN INT4,000$2.34 萬<0.1%歷史
ProShares Tr74347R172ULTRA 20YR TRE1,200$2.18 萬<0.1%–
American Centy ETF Tr025072885US EQT ETF204$1.88 萬<0.1%–
AFBAlliancebernstein National Municipal Income FundCOM1,700$1.85 萬<0.1%歷史
GEARRevelyst, Inc.COM SHS802$1.62 萬<0.1%歷史
Alps ETF Tr00162Q346SMITH CORE PLUS620$1.60 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A131$1.51 萬<0.1%歷史
Tidal Tr II88636J238DEF DLY TGT AVGO1,000$1.48 萬<0.1%–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF150$1.44 萬<0.1%–
Invesco India Exchange-Trade46137R109INDIA ETF526$1.31 萬<0.1%–
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM700$1.29 萬<0.1%歷史
Innovator ETFs Trust45783Y145INTL DEVELOPED500$1.27 萬<0.1%–
PFNPIMCO Income Strategy Fund IICOM1,622$1.22 萬<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K1499$1.07 萬<0.1%–
DXYZDestiny Tech100 Inc.CEF300$1.06 萬<0.1%歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B459$1.06 萬<0.1%–
ECEcopetrol S.A.SPONSORED ADS1,000$1.04 萬<0.1%歷史
Graniteshares ETF Tr38747R751GRANITE 2X LONG2,000$1.03 萬<0.1%–
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X1,000$9,520<0.1%–
Direxion Shs ETF Tr25461A809DAILY META BULL300$9,123<0.1%–
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT2,000$8,740<0.1%歷史
First Tr Exchange Traded FD33738R837NASDQ PHRMTCLS307$8,439<0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X200$8,294<0.1%–
GSATGlobalstar, Inc.COM5,009$8,124<0.1%歷史
VOXXVOXX International CorpCL A1,000$7,500<0.1%歷史
Amplify ETF Tr032108797THEMATIC ALL STR300$7,089<0.1%–
USARUSA Rare Earth, Inc.Stock1,000$5,940<0.1%歷史
ASSTStrive, Inc.CL B NEW10,000$5,766<0.1%歷史
CULPCulp IncCOM1,000$5,000<0.1%歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN165$4,826<0.1%–
Alpha Architect ETF Tr02072L300INTL QUAN MOMNTM162$4,570<0.1%–
VanEck ETF Trust92189H805RARE EARTH AND S115$4,546<0.1%–
VanEck Digital Native Economy ETF92189F882ETF119$4,453<0.1%–
CNRCore Natural Resources, Inc.COM48$4,336<0.1%歷史
RDNWRideNow Group, Inc.COM CL B1,500$4,230<0.1%歷史
HYBNew America High Income Fund IncCOM NEW500$4,145<0.1%歷史
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT199$3,980<0.1%–
NXLNexalin Technology, Inc.COM2,000$3,900<0.1%歷史
PDYNPalladyne AI Corp.COM NEW636$3,740<0.1%歷史
LEOBNY Mellon Strategic Municipals, Inc.COM562$3,439<0.1%歷史
FFAIFaraday Future Intelligent Electric Inc.COM NEW CL A3,000$3,390<0.1%歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP78$3,348<0.1%–
SGMTSagimet Biosciences Inc.COM SER A1,000$3,260<0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E100$3,244<0.1%–
CRKNCrown Electrokinetics Corp.COM NEW50,000$3,045<0.1%歷史
SIDUSidus Space Inc.CL A COM NEW2,000$2,960<0.1%歷史
Volatility Shs Tr92864M4002X ETHER ETF1,500$2,752<0.1%–
EZRAReliance Global Group, Inc.COM NEW2,224$2,647<0.1%歷史
SUMSummit Materials, Inc.CL A38$2,625<0.1%歷史
Snow Lake Res Ltd83336J208COM5,000$2,574<0.1%–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT56$2,473<0.1%–
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