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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
4,899
較 2025 年第 3 季 +56
總值
$44.5 億
較 2025 年第 3 季 +$6.04 億 (+15.7%)
申報日
2026/2/6
SEC
IFP Advisors, Inc 在 2025 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.Stock432,769$1.18 億2.6%+23,904+5.8%加碼歷史
NVDANVIDIA CorpStock539,517$1.01 億2.3%+165,451+44.2%加碼歷史
SPYSPDR S&P 500 ETF TrustETF94,572$6,449 萬1.4%+5,811+6.5%加碼歷史
AMZNAmazon Com IncStock273,684$6,317 萬1.4%+108,642+65.8%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF127,121$6,202 萬1.4%+395+0.3%加碼–
GOOGAlphabet Inc.Stock192,045$6,026 萬1.4%+103,322+116.5%加碼歷史
MSFTMicrosoft CorpStock123,579$5,977 萬1.3%+15,959+14.8%加碼歷史
Invesco QQQ Trust Series I46090E103ETF96,489$5,927 萬1.3%+3,535+3.8%加碼–
iShares S&P 500 Growth ETF464287309ETF468,364$5,773 萬1.3%+63,352+15.6%加碼–
IAUiShares Gold TrustETF572,339$4,646 萬1.0%+5,393+1.0%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF551,439$4,424 萬1.0%−21,354−3.7%減碼–
GOOGLAlphabet Inc.Stock140,538$4,399 萬1.0%+11,724+9.1%加碼歷史
iShares Tr46428743220 YR TR BD ETF480,682$4,190 萬0.9%+354,906+282.2%加碼–
iShares S&P 100 ETF464287101ETF105,116$3,605 萬0.8%−1,546−1.4%減碼–
iShares Core S&P 500 ETF464287200ETF51,716$3,542 萬0.8%−2,266−4.2%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF794,588$3,529 萬0.8%−12,209−1.5%減碼–
WisdomTree Tr97717X669US QTLY DIV GRT390,538$3,493 萬0.8%−7,829−2.0%減碼–
Vanguard S&P 500 ETF922908363ETF54,402$3,412 萬0.8%+884+1.7%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF936,140$3,054 萬0.7%−10,934−1.2%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT145,117$2,780 萬0.6%−24,709−14.5%減碼–
METAMeta Platforms, Inc.Stock39,748$2,624 萬0.6%+8,395+26.8%加碼歷史
iShares Tr4642874407-10 YR TRSY BD266,927$2,567 萬0.6%+198,298+288.9%加碼–
BRK.BBerkshire Hathaway IncStock49,897$2,508 萬0.6%+380+0.8%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF173,550$2,491 萬0.6%+8,166+4.9%加碼–
Vanguard Information Technology ETF92204A702ETF32,813$2,473 萬0.6%−201−0.6%減碼–
iShares Tr464288760US AER DEF ETF113,629$2,440 萬0.5%−552−0.5%減碼–
iShares Core High Dividend ETF46429B663ETF193,356$2,351 萬0.5%+49,360+34.3%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF778,263$2,340 萬0.5%−4,550−0.6%減碼–
Vanguard Dividend Appreciation ETF921908844ETF105,979$2,329 萬0.5%+90.0%加碼–
AVGOBroadcom Inc.Stock65,096$2,253 萬0.5%+7,022+12.1%加碼歷史
iShares Tr464287150CORE S&P TTL STK151,327$2,250 萬0.5%−31,173−17.1%減碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF860,304$2,165 萬0.5%−34,080−3.8%減碼–
GFIGold Fields LtdSPONSORED ADR492,365$2,150 萬0.5%+485,850+7,457.4%加碼歷史
Schwab US Dividend Equity ETF808524797ETF781,983$2,145 萬0.5%+6,186+0.8%加碼–
AUAngloGold Ashanti PLCCOM SHS246,458$2,102 萬0.5%+246,452+4,107,533.3%加碼歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT479,476$2,092 萬0.5%+32,296+7.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS393,262$2,080 萬0.5%+49,201+14.3%加碼–
FNVFranco Nevada CorpStock98,016$2,032 萬0.5%+39,067+66.3%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF391,796$1,982 萬0.4%−24,351−5.9%減碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT443,735$1,973 萬0.4%+4,083+0.9%加碼–
LLYEli Lilly & CoStock18,245$1,961 萬0.4%+649+3.7%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF710,515$1,912 萬0.4%+121,175+20.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF283,426$1,905 萬0.4%+38,620+15.8%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW316,815$1,899 萬0.4%−44,781−12.4%減碼–
iShares S&P 500 Value ETF464287408ETF88,919$1,886 萬0.4%+26,215+41.8%加碼–
JPMJPMorgan Chase & CoStock57,893$1,865 萬0.4%+9,025+18.5%加碼歷史
XOMExxonMobil Holdings CorpCOM154,940$1,865 萬0.4%−4,361−2.7%減碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF65,257$1,822 萬0.4%+1,544+2.4%加碼–
COSTCostco Wholesale CorpStock21,101$1,820 萬0.4%−286−1.3%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF54,036$1,812 萬0.4%+19,766+57.7%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US211,658$1,802 萬0.4%+15,109+7.7%加碼–
iShares Core MSCI Eafe ETF46432F842ETF197,423$1,766 萬0.4%+20,256+11.4%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV178,722$1,731 萬0.4%+5,182+3.0%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF86,337$1,715 萬0.4%−16,950−16.4%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF160,022$1,657 萬0.4%−8,631−5.1%減碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT410,781$1,653 萬0.4%+13,008+3.3%加碼–
TSLATesla, Inc.Stock35,238$1,585 萬0.4%+12,612+55.7%加碼歷史
AMDAdvanced Micro Devices IncStock72,075$1,544 萬0.3%−915−1.3%減碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT306,917$1,534 萬0.3%+32,785+12.0%加碼–
VVisa Inc.Stock43,563$1,528 萬0.3%−6,459−12.9%減碼歷史
WMTWalmart Inc.Stock136,945$1,526 萬0.3%+2,421+1.8%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF569,737$1,494 萬0.3%+67,758+13.5%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF236,007$1,474 萬0.3%+15,531+7.0%加碼–
iShares MSCI Eafe ETF464287465ETF153,132$1,471 萬0.3%+1,868+1.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF220,898$1,458 萬0.3%+18,628+9.2%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF45,947$1,388 萬0.3%+37+0.1%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF142,248$1,339 萬0.3%+40,424+39.7%加碼–
Vanguard Total Bond Market ETF921937835ETF178,756$1,324 萬0.3%+20,150+12.7%加碼–
Vanguard Morningstar Value ETF922908744ETF68,876$1,315 萬0.3%−5,804−7.8%減碼–
iShares Core S&P Small Cap ETF464287804ETF103,971$1,250 萬0.3%+13,713+15.2%加碼–
KGCKinross Gold CorpCOM434,625$1,224 萬0.3%+429,608+8,563.0%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US161,432$1,221 萬0.3%+3,433+2.2%加碼–
PANWPalo Alto Networks IncStock65,187$1,201 萬0.3%+37,073+131.9%加碼歷史
Fidelity High Dividend ETF316092840ETF211,646$1,200 萬0.3%+35,691+20.3%加碼–
IBMInternational Business Machines CorpStock39,799$1,179 萬0.3%+8,854+28.6%加碼歷史
AXSMAxsome Therapeutics, Inc.COM62,448$1,141 萬0.3%−865−1.4%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F151,023$1,139 萬0.3%+52,247+52.9%加碼–
Capital Group Core Balanced14021D107SHS317,223$1,121 萬0.3%+18,723+6.3%加碼–
iShares Tr46434V860TRS FLT RT BD218,850$1,104 萬0.2%+84,508+62.9%加碼–
PLTRPalantir Technologies Inc.Stock61,052$1,085 萬0.2%+11,457+23.1%加碼歷史
HDHome Depot, Inc.Stock31,479$1,083 萬0.2%+4,369+16.1%加碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN234,680$1,075 萬0.2%+36,181+18.2%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF453,917$1,061 萬0.2%+32,305+7.7%加碼–
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY618,014$1,051 萬0.2%−18,076−2.8%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF102,663$1,025 萬0.2%+5,779+6.0%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF74,087$1,015 萬0.2%+3,434+4.9%加碼–
MAMastercard IncStock17,601$1,005 萬0.2%+478+2.8%加碼歷史
iShares Tr46435G672CORE INTL AGGR198,772$994.1 萬0.2%+15,411+8.4%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT162,852$990.3 萬0.2%+7,151+4.6%加碼–
ABBVAbbVie Inc.Stock43,266$988.6 萬0.2%−108−0.2%減碼歷史
CATCaterpillar IncStock17,117$980.6 萬0.2%+1,466+9.4%加碼歷史
CSCOCisco Systems, Inc.Stock126,668$975.7 萬0.2%+5,441+4.5%加碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT208,351$975.1 萬0.2%+4,151+2.0%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF396,553$960.8 萬0.2%−13,365−3.3%減碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL281,946$948.2 萬0.2%+46,630+19.8%加碼–
PGProcter & Gamble CoStock65,970$945.4 萬0.2%+4,527+7.4%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF80,239$944.6 萬0.2%+50,673+171.4%加碼–
MCDMcDonalds CorpStock30,051$918.4 萬0.2%+7,572+33.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD110,827$917.9 萬0.2%+40,042+56.6%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF35,273$909.9 萬0.2%+1,987+6.0%加碼–

2025 年第 3 季之後清倉(214 檔)

2025 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 214 檔。

IFP Advisors, Inc 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
iShares Tr46434V696CORE MSCI PAC72,710$533.9 萬0.1%–
iShares Tr46429B309MSCI INDONIA ETF82,523$144.8 萬<0.1%–
Global X FDS37950E341GLB X GURU INDEX14,103$84.0 萬<0.1%–
ANSSAnsys IncCOM907$33.9 萬<0.1%歷史
Listed FD Tr53656F664TRUESHARES STRCT6,322$29.3 萬<0.1%–
WBAWalgreens Boots Alliance, Inc.COM9,660$11.6 萬<0.1%歷史
VERVVerve Therapeutics, Inc.COM10,026$11.2 萬<0.1%歷史
HESHess CorpStock567$9.09 萬<0.1%歷史
American Centy ETF Tr025072539QUALITY PREFER2,488$8.88 萬<0.1%–
SSBSouthState Bank CorpCOM868$8.58 萬<0.1%歷史
Paramount Global92556H206CL B7,249$8.00 萬<0.1%–
First Tr Exchng Traded FD VI33740F185FT VEST US EQT3,750$7.93 萬<0.1%–
SKXSkechers USA IncCL A1,248$7.88 萬<0.1%歷史
Investment Managers Ser Tr46143U526TRADR 2X LONG3,500$7.15 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF1,960$5.55 萬<0.1%–
Innovator ETFs Trust45782C730US EQT ULTRA BF1,450$5.32 萬<0.1%–
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X12,000$4.64 萬<0.1%–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X300$4.63 萬<0.1%–
HBMHudbay Minerals Inc.COM3,000$4.55 萬<0.1%歷史
SRTSSensus Healthcare, Inc.COM13,700$4.30 萬<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS399$4.26 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM1,371$3.36 萬<0.1%歷史
FLFoot Locker, Inc.COM1,380$3.31 萬<0.1%歷史
KLGWK Kellogg CoCOM1,361$3.13 萬<0.1%歷史
Morgan Stanley ETF Trust61774R601CALVERT ULT SHR592$3.00 萬<0.1%–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT700$2.83 萬<0.1%–
Capital Group Conservative E14020U100SHS874$2.63 萬<0.1%–
SNNRFSunrise Communications AGADS CL A426$2.52 萬<0.1%歷史
LCIDLucid Group, Inc.COM12,407$2.46 萬<0.1%歷史
CHXChampionX CorpCOM936$2.42 萬<0.1%歷史
Global X FDS37954Y434GENOMIC BIOTECH2,270$2.08 萬<0.1%–
LAKELakeland Industries IncCOM1,400$2.07 萬<0.1%歷史
TCOMTrip.com Group LtdADS275$2.07 萬<0.1%歷史
ETOReToro Group Ltd.SHS CL A500$2.06 萬<0.1%歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF739$2.02 萬<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM2,094$1.92 萬<0.1%歷史
EMFTempleton Emerging Markets FundCOM1,101$1.84 萬<0.1%歷史
Immunoprecise Antibodies Ltd45257F200COM NEW10,000$1.75 萬<0.1%–
HYFTMindWalk Holdings Corp.COM10,000$1.75 萬<0.1%歷史
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS100$1.73 萬<0.1%–
BHKBlackRock Core Bond TrustSHS BEN INT1,730$1.72 萬<0.1%歷史
CLMCornerstone Strategic Investment Fund, Inc.COM2,000$1.66 萬<0.1%歷史
CRFCornerstone Total Return Fund IncCOM2,000$1.61 萬<0.1%歷史
BSMBlack Stone Minerals, L.P.COM UNIT1,078$1.42 萬<0.1%歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM598$1.26 萬<0.1%歷史
CRKComstock Resources IncCOM619$1.23 萬<0.1%歷史
QUIKQUICKLOGIC CorpCOM NEW2,000$1.21 萬<0.1%歷史
REKRRekor Systems, Inc.COM7,500$1.18 萬<0.1%歷史
USIOUsio, Inc.COM8,000$1.14 萬<0.1%歷史
iShares Tr46435U333FOCUSD VAL FAC151$1.11 萬<0.1%–
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X502$1.06 萬<0.1%–
RLJ.PARLJ Lodging TrustCUM CONV PFD A400$1.01 萬<0.1%歷史
Fidelity Covington Trust316092220ELEC VEHS & FUTR566$1.00 萬<0.1%–
VanEck ETF Trust92189F460CEF MUNI INCOME452$9,894<0.1%–
Wedbush Ser Tr947913109DAN IVE REVO ETF300$9,636<0.1%–
iShares Tr46434V266INTERNATIONAL SL224$9,212<0.1%–
First Tr Exchng Traded FD VI33740F110CONFLUENCE BDC2,169$9,153<0.1%–
AEHRAehr Test SystemsCOM300$9,033<0.1%歷史
UANCVR Partners, LPCOM100$9,012<0.1%歷史
BPMCBlueprint Medicines CorpCOM66$8,544<0.1%歷史
INVZInnoviz Technologies Ltd.SHS4,000$8,160<0.1%歷史
GFAIGuardforce AI Co., Ltd.SHS NEW7,000$7,700<0.1%歷史
Innov Prem Inc 40 Barr-July45783Y558ETP300$7,442<0.1%–
AMEDAmedisys IncCOM72$7,271<0.1%歷史
ESTAEstablishment Labs Holdings Inc.COM158$6,476<0.1%歷史
EZRAReliance Global Group, Inc.COM NEW6,551$6,027<0.1%歷史
RILYBRC Group Holdings, Inc.COM1,000$5,975<0.1%歷史
First Tr Exchange-Traded FD33733E872LUNT US FACTOR165$5,859<0.1%–
UNITUniti Group Inc.COM1,190$5,843<0.1%歷史
AEGAegon Ltd.AMER REG 1 CERT725$5,793<0.1%歷史
JNPRJuniper Networks IncCOM144$5,753<0.1%歷史
AGFirst Majestic Silver CorpCOM419$5,150<0.1%歷史
ZENAZenaTech, Inc.COM NEW1,000$4,800<0.1%歷史
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP100$4,768<0.1%–
Pioneer High Income Tr72369H106COM503$4,260<0.1%–
BIAFbioAffinity Technologies, Inc.COMMON STOCK25,000$4,228<0.1%歷史
SAGESage Therapeutics, Inc.COM445$3,863<0.1%歷史
STRSitio Royalties Corp.CLASS A COM212$3,841<0.1%歷史
BASECouchbase, Inc.COM148$3,627<0.1%歷史
NKTRNektar TherapeuticsCOM NEW59$3,357<0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF55$3,257<0.1%–
ZJKZJK Industrial Co., Ltd.ORD SHS1,000$3,220<0.1%歷史
iShares Tr46434V464LOW CA OP MS ETF14$3,176<0.1%–
RDUSRadius Recycling, Inc.CL A103$3,090<0.1%歷史
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM61$3,040<0.1%–
DRRXDurect CorpCOM NEW1,500$2,865<0.1%歷史
YMABY-mAbs Therapeutics, Inc.COM332$2,859<0.1%歷史
Dimensional ETF Trust25434V583GLOB CO PLUS ETF47$2,612<0.1%–
Innov Prem Inc 10 Barr-July45783Y574ETP100$2,484<0.1%–
IPSTIp Strategy Holdings, Inc.COM3,000$2,462<0.1%歷史
WKSPWorksport LtdCOM NEW700$2,429<0.1%歷史
KLARKlarna Group plcStock65$2,382<0.1%歷史
NVEENV5 Global, Inc.COM105$2,369<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM232$2,355<0.1%歷史
GMSGMS Inc.COM21$2,318<0.1%歷史
Thrivent ETF Trust88588G208CORE PLUS BD ETF42$2,163<0.1%–
J P Morgan Exchange Traded F46654Q773JPMORGAM LTD DUR41$2,151<0.1%–
CNEYCN Energy Group. Inc.CL A SHS800$1,912<0.1%歷史
PUMPProPetro Holding Corp.COM361$1,892<0.1%歷史
SLDPSolid Power, Inc.CLASS A COM500$1,735<0.1%歷史