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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2025 年第 3 季持倉

持倉截至 2025/9/30,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
4,843
較 2025 年第 2 季 −86
總值
$38.5 億
較 2025 年第 2 季 +$3.34 億 (+9.5%)
申報日
2026/2/6
修正SEC
IFP Advisors, Inc 在 2025 年第 3 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.Stock408,865$1.04 億2.7%−23,593−5.5%減碼歷史
NVDANVIDIA CorpStock374,066$6,979 萬1.8%−5,428−1.4%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF126,726$6,078 萬1.6%+13,445+11.9%加碼–
SPYSPDR S&P 500 ETF TrustETF88,761$5,913 萬1.5%+2,506+2.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF92,954$5,581 萬1.4%+2,618+2.9%加碼–
MSFTMicrosoft CorpStock107,620$5,574 萬1.4%+5,881+5.8%加碼歷史
iShares S&P 500 Growth ETF464287309ETF405,012$4,889 萬1.3%+164,686+68.5%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF572,793$4,487 萬1.2%+11,361+2.0%加碼–
IAUiShares Gold TrustETF566,946$4,126 萬1.1%+16,404+3.0%加碼歷史
AMZNAmazon Com IncStock165,042$3,624 萬0.9%+1,587+1.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF53,982$3,613 萬0.9%+2,136+4.1%加碼–
iShares S&P 100 ETF464287101ETF106,662$3,550 萬0.9%+22,206+26.3%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT398,367$3,544 萬0.9%+1840.0%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF806,797$3,452 萬0.9%+23,173+3.0%加碼–
Vanguard S&P 500 ETF922908363ETF53,518$3,277 萬0.9%+11,629+27.8%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT169,826$3,222 萬0.8%+6,421+3.9%加碼–
GOOGLAlphabet Inc.Stock128,814$3,131 萬0.8%+6,400+5.2%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF947,074$3,022 萬0.8%−1,074−0.1%減碼–
iShares Tr464287150CORE S&P TTL STK182,500$2,658 萬0.7%+30,974+20.4%加碼–
BRK.BBerkshire Hathaway IncStock49,517$2,489 萬0.6%+453+0.9%加碼歷史
Vanguard Information Technology ETF92204A702ETF33,014$2,465 萬0.6%−314−0.9%減碼–
iShares Tr464288760US AER DEF ETF114,181$2,389 萬0.6%+5,707+5.3%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF165,384$2,331 萬0.6%+16,970+11.4%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF782,813$2,320 萬0.6%−1,910−0.2%減碼–
METAMeta Platforms, Inc.Stock31,353$2,303 萬0.6%+284+0.9%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF105,970$2,287 萬0.6%+6,408+6.4%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF894,384$2,253 萬0.6%−54,221−5.7%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW361,596$2,166 萬0.6%−395,394−52.2%減碼–
GOOGAlphabet Inc.Stock88,723$2,161 萬0.6%+7,374+9.1%加碼歷史
Schwab US Dividend Equity ETF808524797ETF775,797$2,118 萬0.6%−36,493−4.5%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF416,147$2,111 萬0.5%+8,711+2.1%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF103,287$2,009 萬0.5%−27,126−20.8%減碼–
COSTCostco Wholesale CorpStock21,387$1,980 萬0.5%+794+3.9%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT439,652$1,931 萬0.5%+14,542+3.4%加碼–
AVGOBroadcom Inc.Stock58,074$1,916 萬0.5%−4,259−6.8%減碼歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT447,180$1,879 萬0.5%+31,910+7.7%加碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF63,713$1,872 萬0.5%+25,940+68.7%加碼–
iShares Tr464288646ISHS 1-5YR INVS344,061$1,825 萬0.5%+15,412+4.7%加碼–
XOMExxonMobil Holdings CorpCOM159,301$1,796 萬0.5%+851+0.5%加碼歷史
iShares Core High Dividend ETF46429B663ETF143,996$1,763 萬0.5%+73,174+103.3%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV173,540$1,711 萬0.4%+131,947+317.2%加碼–
VVisa Inc.Stock50,022$1,708 萬0.4%+6,358+14.6%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF168,653$1,672 萬0.4%−7,103−4.0%減碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US196,549$1,671 萬0.4%+35,461+22.0%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF244,806$1,614 萬0.4%+36,987+17.8%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT397,773$1,573 萬0.4%+17,322+4.6%加碼–
Schwab U.S. Large-Cap ETF808524201ETF589,340$1,552 萬0.4%−2,705−0.5%減碼–
iShares Core MSCI Eafe ETF46432F842ETF177,167$1,547 萬0.4%+15,475+9.6%加碼–
JPMJPMorgan Chase & CoStock48,868$1,541 萬0.4%+2,565+5.5%加碼歷史
iShares MSCI Eafe ETF464287465ETF151,264$1,412 萬0.4%−107,247−41.5%減碼–
Vanguard Morningstar Value ETF922908744ETF74,680$1,393 萬0.4%−41,757−35.9%減碼–
WMTWalmart Inc.Stock134,524$1,386 萬0.4%+13,683+11.3%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF45,910$1,366 萬0.4%+13,630+42.2%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT274,132$1,365 萬0.4%+49,906+22.3%加碼–
LLYEli Lilly & CoStock17,596$1,343 萬0.3%+2,038+13.1%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF220,476$1,321 萬0.3%+17,258+8.5%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF202,270$1,320 萬0.3%+7,800+4.0%加碼–
FNVFranco Nevada CorpStock58,949$1,314 萬0.3%+52,797+858.2%加碼歷史
iShares S&P 500 Value ETF464287408ETF62,704$1,295 萬0.3%+19,249+44.3%加碼–
Schwab U.S. Broad Market ETF808524102ETF501,979$1,291 萬0.3%−14,374−2.8%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US157,999$1,183 萬0.3%−15,627−9.0%減碼–
AMDAdvanced Micro Devices IncStock72,990$1,181 萬0.3%+60+0.1%加碼歷史
Vanguard Total Bond Market ETF921937835ETF158,606$1,180 萬0.3%+6,887+4.5%加碼–
ORCLOracle CorpStock40,643$1,143 萬0.3%−6,637−14.0%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF34,270$1,125 萬0.3%+2,426+7.6%加碼–
iShares Tr46428743220 YR TR BD ETF125,776$1,124 萬0.3%−100,117−44.3%減碼–
HDHome Depot, Inc.Stock27,110$1,098 萬0.3%−5,650−17.2%減碼歷史
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY636,090$1,073 萬0.3%+636,090新進–
iShares Core S&P Small Cap ETF464287804ETF90,258$1,073 萬0.3%+1,423+1.6%加碼–
Capital Group Core Balanced14021D107SHS298,500$1,036 萬0.3%+88,029+41.8%加碼–
VanEck ETF Trust92189F601URANI NUCLE ETF75,170$1,020 萬0.3%+32,221+75.0%加碼–
TSLATesla, Inc.Stock22,626$1,006 萬0.3%+922+4.2%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF70,653$1,006 萬0.3%−599−0.8%減碼–
ABBVAbbVie Inc.Stock43,374$1,004 萬0.3%+287+0.7%加碼歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF409,918$996.1 萬0.3%−2030.0%減碼–
Schwab US Aggregate Bond ETF808524839ETF421,612$989.5 萬0.3%+8,848+2.1%加碼–
Fidelity High Dividend ETF316092840ETF175,955$980.2 萬0.3%+14,118+8.7%加碼–
MAMastercard IncStock17,123$974.0 萬0.3%+1,021+6.3%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF96,884$971.3 萬0.3%−13,970−12.6%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF101,824$968.8 萬0.3%+43,424+74.4%加碼–
American Centy ETF Tr025072307US QUALITY GROW84,265$964.0 萬0.3%+25,200+42.7%加碼–
PGProcter & Gamble CoStock61,443$944.1 萬0.2%+659+1.1%加碼歷史
iShares Tr46435G672CORE INTL AGGR183,361$939.4 萬0.2%−33,390−15.4%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT204,200$934.4 萬0.2%+99,560+95.1%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD208,554$926.4 萬0.2%−5,831−2.7%減碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT155,701$921.7 萬0.2%+33,531+27.4%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF32,576$918.2 萬0.2%−460−1.4%減碼–
PLTRPalantir Technologies Inc.Stock49,595$904.7 萬0.2%+6,610+15.4%加碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF357,214$899.8 萬0.2%+2,040+0.6%加碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD344,765$892.9 萬0.2%+332,644+2,744.4%加碼–
IBMInternational Business Machines CorpStock30,945$873.1 萬0.2%+3,907+14.5%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock17,688$867.4 萬0.2%+455+2.6%加碼歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE67,509$866.7 萬0.2%+4,250+6.7%加碼–
First Tr Exchange-Traded FD33734H106SHS186,029$860.2 萬0.2%−10,960−5.6%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF33,286$846.4 萬0.2%+1,969+6.3%加碼–
TAT&T Inc.Stock296,187$836.4 萬0.2%+3,722+1.3%加碼歷史
Invesco Exchange Traded FD T46137V290S&P500 EQL REL235,316$834.3 萬0.2%−72,771−23.6%減碼–
CSCOCisco Systems, Inc.Stock121,227$829.4 萬0.2%+12,831+11.8%加碼歷史
iShares Tr464287721U.S. TECH ETF41,582$814.4 萬0.2%−2,085−4.8%減碼–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP89,368$810.7 萬0.2%−1,630−1.8%減碼–

2025 年第 2 季之後清倉(385 檔)

2025 年第 2 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 385 檔。

IFP Advisors, Inc 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
Fidelity Covington Trust316092378FIDELITY US MLTF52,331$188.1 萬0.1%–
DFSDiscover Financial ServicesCOM2,668$55.4 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U687FT VEST U.S EQT10,000$36.5 萬<0.1%–
SWTXSpringWorks Therapeutics, Inc.COM6,859$33.1 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U521FT VEST US EQ MA10,000$31.4 萬<0.1%–
JLSNuveen Mortgage & Income FundCOM13,259$24.8 萬<0.1%歷史
Harbor ETF Trust41151J208SCIENTIFIC INCOM5,155$22.8 萬<0.1%–
Innovator ETFs Trust45783Y269INNOVATOR GW 1005,725$16.9 萬<0.1%–
Barrick Gold Corp067901108COM6,916$13.3 萬<0.1%–
VERXVertex, Inc.Stock2,703$11.1 萬<0.1%歷史
JWNNordstrom IncStock4,216$10.2 萬<0.1%歷史
ProShares Tr74347R693PSHS ULTRA TECH1,000$7.61 萬<0.1%–
XUnited States Steel CorpCOM1,085$6.86 萬<0.1%歷史
Simplify Exchange Traded Fun82889N566COMM ST NO K ETF2,276$6.40 萬<0.1%–
KAIKadant IncCOM175$6.32 萬<0.1%歷史
iShares Tr464288356CALIF MUN BD ETF1,121$6.25 萬<0.1%–
SPDR Index Shs FDS78463X863ST DOW INTL ETF2,088$5.72 萬<0.1%–
ESABESAB CorpCOM0$5.06 萬<0.1%歷史
TPGTPG Inc.COM CL A0$4.37 萬<0.1%歷史
Innovator ETFs Tr45783Y590PREM INCM 40 BAR1,600$3.92 萬<0.1%–
First Tr Exchng Traded FD VI33740F466FT VEST U.S1,579$3.78 萬<0.1%–
ProShares Tr74347R669PSHS ULT SEMICDT500$3.70 萬<0.1%–
Alpha Architect ETF Tr02072L201INTL QUAN VALUE1,277$3.56 萬<0.1%–
PFLTPennantPark Floating Rate Capital Ltd.COM3,434$3.55 萬<0.1%歷史
Two RDS Shared Tr90214Q642REGENTS PK HDGD2,974$3.10 萬<0.1%–
NCNOnCino, Inc.COM0$3.09 萬<0.1%歷史
CLBCore Laboratories Inc.COM2,058$2.93 萬<0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF170$2.81 萬<0.1%–
LSEALandsea Homes CorpCOM2,197$2.72 萬<0.1%歷史
Tidal Tr II88636R123DEFIANCE DT 2X L500$2.47 萬<0.1%–
CACCCredit Acceptance CorpCOM0$2.45 萬<0.1%歷史
BULLWebull CorpORD SHS2,000$2.39 萬<0.1%歷史
RKLBRocket Lab CorpCOM845$2.23 萬<0.1%歷史
FGBFirst Trust Specialty Finance & Financial Opportunities FundCOM BEN INTR5,198$2.16 萬<0.1%歷史
MIDDMIDDLEBY CorpCOM0$2.12 萬<0.1%歷史
AKRAcadia Realty TrustCOM SH BEN INT0$2.00 萬<0.1%歷史
CANGCango Inc.ADS4,093$1.99 萬<0.1%歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF453$1.87 萬<0.1%–
AAONAaon, Inc.COM PAR $0.0040$1.87 萬<0.1%歷史
SQFTPresidio Property Trust, Inc.COM CL A29,863$1.82 萬<0.1%歷史
EPRTEssential Properties Realty Trust, Inc.COM0$1.75 萬<0.1%歷史
Innovator ETFs Trust45782C292US EQT ULTRA BF500$1.74 萬<0.1%–
CHCOCity Holding CoCOM0$1.70 萬<0.1%歷史
Victory Portfolios II92647N667VICSHS DV AC ETF300$1.55 萬<0.1%–
QDELQuidelOrtho CorpCOM525$1.51 萬<0.1%歷史
AAOIApplied Optoelectronics, Inc.COM0$1.49 萬<0.1%歷史
HGVHilton Grand Vacations Inc.COM0$1.49 萬<0.1%歷史
AGQProShares Trust IIULTRA SILVER NEW300$1.42 萬<0.1%歷史
DMLPDorchester Minerals, L.P.COM UNIT500$1.39 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM0$1.37 萬<0.1%歷史
AZEKAZEK Co Inc.CL A0$1.28 萬<0.1%歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT605$1.26 萬<0.1%歷史
New York Life Investments Et45409B107HEDGE MULTI STRA387$1.25 萬<0.1%–
TEAFTortoise Sustainable & Social Impact Term FundClosed-End Fund1,000$1.22 萬<0.1%歷史
BERYBerry Global Group, Inc.COM178$1.20 萬<0.1%歷史
SEISolaris Energy Infrastructure, Inc.COM CL A0$1.19 萬<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM0$1.18 萬<0.1%歷史
PRSUPursuit Attractions & Hospitality, Inc.COM0$1.16 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM359$1.12 萬<0.1%歷史
FUBOFuboTV Inc.COM0$1.11 萬<0.1%歷史
VNOMViper Energy, Inc.COM0$1.11 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30402$1.10 萬<0.1%–
PSOPearson PLCSPONSORED ADR730$1.09 萬<0.1%歷史
MCIBarings Corporate InvestorsCOM500$1.08 萬<0.1%歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX200$1.08 萬<0.1%–
BLBlackline, Inc.COM0$1.06 萬<0.1%歷史
VSECVse CorpCOM0$1.06 萬<0.1%歷史
CSWCCapital Southwest CorpCOM475$1.05 萬<0.1%歷史
Alps ETF Tr00162Q593MED BREAKTHGH332$9,979<0.1%–
ESQEsquire Financial Holdings, Inc.COM0$9,939<0.1%歷史
FAFirst Advantage CorpCOM0$9,750<0.1%歷史
IBPInstalled Building Products, Inc.COM0$9,737<0.1%歷史
Innovator ETFs Tr45783Y459INTL DEV PWR BUF300$9,673<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF132$9,454<0.1%–
OSWOnespaworld Holdings LtdCOM0$9,420<0.1%歷史
ESGREnstar Group LTDSHS18$9,418<0.1%歷史
WisdomTree Tr97717Y857US MULTIFACTOR178$9,124<0.1%–
OLOOlo Inc.CL A0$9,096<0.1%歷史
Trust for Professional Manag89834G745ACTIVEPASSIVE MN365$9,050<0.1%–
BLFSBiolife Solutions IncCOM NEW0$8,292<0.1%歷史
CNRCore Natural Resources, Inc.COM SHS0$8,230<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM1,427$8,177<0.1%歷史
Vanguard Wellington FD921935607US MULTIFACTOR60$8,069<0.1%–
OROR Royalties Inc.COM310$7,932<0.1%歷史
CCBCoastal Financial CorpCOM NEW0$7,653<0.1%歷史
RVLVRevolve Group, Inc.CL A0$7,458<0.1%歷史
JBGSJBG Smith PropertiesCOM0$7,267<0.1%歷史
ABUSArbutus Biopharma CorpCOM0$7,042<0.1%歷史
FAROFaro Technologies IncCOM0$6,808<0.1%歷史
JQCNuveen Credit Strategies Income FundCOM SHS1,262$6,801<0.1%歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN287$6,699<0.1%–
Global X FDS37950E408MSCI CHINA CNSMR316$6,663<0.1%–
CARSCars.com Inc.COM0$6,517<0.1%歷史
SBGISinclair, Inc.CL A0$6,483<0.1%歷史
STAAStaar Surgical CoCOM PAR $0.010$6,376<0.1%歷史
GRNDGrindr Inc.COM0$6,333<0.1%歷史
CVCOCavco Industries, Inc.COM0$6,081<0.1%歷史
HFROHighland Opportunities & Income FundHIGHLAND INCOME1,166$6,064<0.1%歷史
ICUIIcu Medical IncCOM0$5,946<0.1%歷史
PGREParamount Group, Inc.COM0$5,899<0.1%歷史