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IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/13 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
5,032
較 2025 年第 4 季 +133
總值
$48.2 億
較 2025 年第 4 季 +$3.68 億 (+8.3%)
申報日
2026/4/13
SEC
IFP Advisors, Inc 在 2026 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.Stock485,256$1.23 億2.6%+52,487+12.1%加碼歷史
NVDANVIDIA CorpStock651,842$1.14 億2.4%+112,325+20.8%加碼歷史
AMZNAmazon Com IncStock330,873$6,891 萬1.4%+57,189+20.9%加碼歷史
MSFTMicrosoft CorpStock174,800$6,471 萬1.3%+51,221+41.4%加碼歷史
GOOGAlphabet Inc.Stock219,615$6,300 萬1.3%+27,570+14.4%加碼歷史
SPYSPDR S&P 500 ETF TrustETF88,760$5,772 萬1.2%−5,812−6.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF131,782$5,756 萬1.2%+4,661+3.7%加碼–
Invesco QQQ Trust Series I46090E103ETF94,747$5,469 萬1.1%−1,742−1.8%減碼–
IAUiShares Gold TrustETF566,853$4,997 萬1.0%−5,486−1.0%減碼歷史
iShares Tr46428743220 YR TR BD ETF556,110$4,821 萬1.0%+75,428+15.7%加碼–
GOOGLAlphabet Inc.Stock165,774$4,767 萬1.0%+25,236+18.0%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF539,854$4,132 萬0.9%−11,585−2.1%減碼–
iShares S&P 500 Growth ETF464287309ETF343,155$3,881 萬0.8%−125,209−26.7%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF825,847$3,770 萬0.8%+31,259+3.9%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT406,724$3,573 萬0.7%+16,186+4.1%加碼–
iShares Core S&P 500 ETF464287200ETF54,205$3,541 萬0.7%+2,489+4.8%加碼–
Vanguard S&P 500 ETF922908363ETF57,405$3,430 萬0.7%+3,003+5.5%加碼–
iShares Tr4642874407-10 YR TRSY BD354,092$3,379 萬0.7%+87,165+32.7%加碼–
iShares S&P 500 Value ETF464287408ETF152,743$3,225 萬0.7%+63,824+71.8%加碼–
COSTCostco Wholesale CorpStock30,884$3,077 萬0.6%+9,783+46.4%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT157,243$3,018 萬0.6%+12,126+8.4%加碼–
iShares S&P 100 ETF464287101ETF94,029$2,991 萬0.6%−11,087−10.5%減碼–
AVGOBroadcom Inc.Stock90,843$2,812 萬0.6%+25,747+39.6%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF951,494$2,772 萬0.6%+15,354+1.6%加碼–
XOMExxonMobil Holdings CorpCOM161,094$2,733 萬0.6%+6,154+4.0%加碼歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT632,254$2,690 萬0.6%+152,778+31.9%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW435,534$2,604 萬0.5%+118,719+37.5%加碼–
BRK.BBerkshire Hathaway IncStock53,077$2,543 萬0.5%+3,180+6.4%加碼歷史
AUAngloGold Ashanti PLCCOM SHS260,397$2,535 萬0.5%+13,939+5.7%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF169,422$2,509 萬0.5%−4,128−2.4%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF774,872$2,399 萬0.5%−3,391−0.4%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF341,201$2,380 萬0.5%+57,775+20.4%加碼–
iShares Tr464288760US AER DEF ETF107,384$2,349 萬0.5%−6,245−5.5%減碼–
METAMeta Platforms, Inc.Stock40,566$2,321 萬0.5%+818+2.1%加碼歷史
Vanguard Information Technology ETF92204A702ETF33,120$2,311 萬0.5%+307+0.9%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT570,490$2,293 萬0.5%+126,755+28.6%加碼–
Vanguard Dividend Appreciation ETF921908844ETF104,744$2,253 萬0.5%−1,235−1.2%減碼–
iShares Tr464288646ISHS 1-5YR INVS427,145$2,245 萬0.5%+33,883+8.6%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF892,567$2,211 萬0.5%+32,263+3.8%加碼–
FNVFranco Nevada CorpStock87,290$2,156 萬0.4%−10,726−10.9%減碼歷史
Schwab US Dividend Equity ETF808524797ETF695,187$2,133 萬0.4%−86,796−11.1%減碼–
iShares Russell 2000 ETF464287655ETF85,993$2,133 萬0.4%+61,584+252.3%加碼–
iShares Core MSCI Eafe ETF46432F842ETF221,239$2,003 萬0.4%+23,816+12.1%加碼–
JPMJPMorgan Chase & CoStock67,890$1,997 萬0.4%+9,997+17.3%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF76,163$1,960 萬0.4%+10,906+16.7%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US219,070$1,855 萬0.4%+7,412+3.5%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF362,467$1,834 萬0.4%−29,329−7.5%減碼–
Schwab U.S. Large-Cap ETF808524201ETF712,987$1,828 萬0.4%+2,472+0.3%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV189,828$1,778 萬0.4%+11,106+6.2%加碼–
WMTWalmart Inc.Stock140,559$1,747 萬0.4%+3,614+2.6%加碼歷史
PANWPalo Alto Networks IncStock108,792$1,744 萬0.4%+43,605+66.9%加碼歷史
Vanguard Total Bond Market ETF921937835ETF235,125$1,731 萬0.4%+56,369+31.5%加碼–
iShares Tr464287150CORE S&P TTL STK120,211$1,712 萬0.4%−31,116−20.6%減碼–
iShares Core High Dividend ETF46429B663ETF126,072$1,711 萬0.4%−67,284−34.8%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF266,993$1,711 萬0.4%+30,986+13.1%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF52,939$1,698 萬0.4%−1,097−2.0%減碼–
LLYEli Lilly & CoStock18,274$1,681 萬0.3%+29+0.2%加碼歷史
NFLXNetflix IncStock170,491$1,639 萬0.3%+111,147+187.3%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT422,818$1,624 萬0.3%+12,037+2.9%加碼–
iShares MSCI Eafe ETF464287465ETF163,831$1,591 萬0.3%+10,699+7.0%加碼–
AMDAdvanced Micro Devices IncStock77,302$1,573 萬0.3%+5,227+7.3%加碼歷史
CVXChevron CorpStock75,864$1,570 萬0.3%+21,851+40.5%加碼歷史
KGCKinross Gold CorpCOM513,374$1,567 萬0.3%+78,749+18.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF227,247$1,535 萬0.3%+6,349+2.9%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF50,303$1,520 萬0.3%+4,356+9.5%加碼–
TSLATesla, Inc.Stock40,770$1,516 萬0.3%+5,532+15.7%加碼歷史
iShares Tr46434V860TRS FLT RT BD296,312$1,500 萬0.3%+77,462+35.4%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT295,168$1,470 萬0.3%−11,749−3.8%減碼–
Schwab U.S. Broad Market ETF808524102ETF571,342$1,434 萬0.3%+1,605+0.3%加碼–
iShares Tr46436E7180-3 MTH TREASURY141,900$1,428 萬0.3%+86,659+156.9%加碼–
Fidelity High Dividend ETF316092840ETF257,730$1,424 萬0.3%+46,084+21.8%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF146,391$1,416 萬0.3%−13,631−8.5%減碼–
Vanguard Star FDS921909768VG TL INTL STK F178,258$1,375 萬0.3%+27,235+18.0%加碼–
VVisa Inc.Stock44,947$1,358 萬0.3%+1,384+3.2%加碼歷史
Vanguard Morningstar Value ETF922908744ETF69,087$1,355 萬0.3%+211+0.3%加碼–
iShares Core S&P Small Cap ETF464287804ETF106,859$1,328 萬0.3%+2,888+2.8%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF140,507$1,303 萬0.3%−1,741−1.2%減碼–
iShares Tr4642874571 3 YR TREAS BD154,817$1,278 萬0.3%+43,990+39.7%加碼–
XYZBlock, Inc.CL A210,960$1,270 萬0.3%+74,167+54.2%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US170,165$1,269 萬0.3%+8,733+5.4%加碼–
HDHome Depot, Inc.Stock37,995$1,250 萬0.3%+6,516+20.7%加碼歷史
iShares Tr464288885EAFE GRWTH ETF111,217$1,239 萬0.3%+84,126+310.5%加碼–
UNHUnitedHealth Group IncStock44,795$1,212 萬0.3%+19,343+76.0%加碼歷史
ABBVAbbVie Inc.Stock54,943$1,195 萬0.2%+11,677+27.0%加碼歷史
iShares Tr46435G672CORE INTL AGGR236,690$1,184 萬0.2%+37,918+19.1%加碼–
PLTRPalantir Technologies Inc.Stock80,774$1,182 萬0.2%+19,722+32.3%加碼歷史
CATCaterpillar IncStock16,562$1,173 萬0.2%−555−3.2%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF60,915$1,168 萬0.2%−25,422−29.4%減碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF481,235$1,167 萬0.2%+84,682+21.4%加碼–
RTXRTX CorpStock60,362$1,164 萬0.2%+22,503+59.4%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF61,840$1,140 萬0.2%+53,600+650.5%加碼–
Capital Group Core Balanced14021D107SHS328,849$1,132 萬0.2%+11,626+3.7%加碼–
PGProcter & Gamble CoStock77,723$1,123 萬0.2%+11,753+17.8%加碼歷史
VRTVertiv Holdings CoCOM CL A43,911$1,100 萬0.2%+23,244+112.5%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL213,503$1,075 萬0.2%+81,890+62.2%加碼–
MCDMcDonalds CorpStock34,280$1,065 萬0.2%+4,229+14.1%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF107,181$1,064 萬0.2%+4,518+4.4%加碼–
AXSMAxsome Therapeutics, Inc.COM60,994$1,031 萬0.2%−1,454−2.3%減碼歷史
VSTVistra Corp.Stock68,131$1,024 萬0.2%+60,442+786.1%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF123,530$1,022 萬0.2%+55,604+81.9%加碼–

2025 年第 4 季之後清倉(221 檔)

2025 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 221 檔。

IFP Advisors, Inc 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Invesco Exchange Traded FD T46137V290S&P500 EQL REL281,946$948.2 萬0.2%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF321,346$807.2 萬0.2%–
KKellanovaStock48,131$401.6 萬0.1%歷史
ULUnilever PLCSPON ADR NEW59,984$331.7 萬0.1%歷史
iShares Tr46436E866IBONDS 25 TRM TS84,045$195.9 萬<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF44,461$103.0 萬<0.1%–
iShares Tr46435U432IBONDS DEC 2521,840$58.4 萬<0.1%–
Avidity Biosciences, Inc.05370A108COM3,977$28.7 萬<0.1%–
Elevation Series Trust210322822TRUESHARES STRCT6,322$26.6 萬<0.1%–
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE3,785$23.0 萬<0.1%–
HQHabrdn Healthcare InvestorsSH BEN INT12,099$22.9 萬<0.1%歷史
PIMCO ETF Tr72201R30415+ YR US TIPS3,500$18.1 萬<0.1%–
Global X FDS37954Y574ADAPTIVE US3,132$14.5 萬<0.1%–
IPGInterpublic Group of Companies, Inc.COM5,762$14.2 萬<0.1%歷史
WisdomTree Tr97717W588US LARGECAP FUND1,674$11.9 萬<0.1%–
Listed FDS Tr53656F805SHARES LAG CAP1,955$10.4 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB5,000$10.3 萬<0.1%–
TTETotalEnergies SESPONSORED ADS1,392$9.02 萬<0.1%歷史
SLGNSilgan Holdings IncCOM2,016$8.14 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW1,507$7.54 萬<0.1%歷史
GSR III Acquisition Corp.G4R103107CL A7,050$5.92 萬<0.1%–
WisdomTree Tr97717W844GLOB EX US QU FD1,430$5.89 萬<0.1%–
ALEAllete IncCOM NEW855$5.81 萬<0.1%歷史
Roundhill Daily 2X Long Magnificent Seven ETF77926X700DAILY 2X LONG MA ADDED1,000$5.72 萬<0.1%–
JBSJBS N.V.ADR3,884$5.60 萬<0.1%歷史
HBIHanesbrands Inc.COM8,597$5.57 萬<0.1%歷史
Calamos ETF Tr12811T647BITCOIN STRUCTRD2,175$5.35 萬<0.1%–
VNETVNET Group, Inc.SPONSORED ADS A6,000$5.08 萬<0.1%歷史
Calamos ETF Tr12811T639BITCOIN 90 SERIE2,150$4.98 萬<0.1%–
ASPIASP Isotopes Inc.COM9,000$4.82 萬<0.1%歷史
TLRYTilray Brands, Inc.COM CL 254,837$4.29 萬<0.1%歷史
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF13,596$4.26 萬<0.1%–
Innovator ETFs Trust45784N668US SMALL CAP POW1,500$4.24 萬<0.1%–
LNWOLight & Wonder, Inc.COM385$3.97 萬<0.1%歷史
Calamos ETF Tr12811T688CALLMOS BIT STRU1,600$3.85 萬<0.1%–
ETF Opportunities Trust26923Q564T-REX 2X LONG BM8,000$3.82 萬<0.1%–
2X Ether ETF92864M798ETF643$3.52 萬<0.1%–
WisdomTree Tr97717W703INTL EQUITY FD510$3.51 萬<0.1%–
NKLRTerra Innovatum Global N.V.COM7,050$3.26 萬<0.1%歷史
Tidal Tr II88636V702RETURN STACKED U1,250$3.18 萬<0.1%–
LPSNLiveperson IncCOM5,000$3.18 萬<0.1%歷史
Global X FDS37954Y376RATE PREFERRED1,305$2.90 萬<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock2,465$2.84 萬<0.1%–
LIFLife360, Inc.COM440$2.82 萬<0.1%歷史
ADEAAdeia Inc.COM1,603$2.77 萬<0.1%歷史
Alps ETF Tr00162Q106REIT DIVIDE DOGS750$2.69 萬<0.1%–
Innovator ETFs Trust45784N643EQUITY DEFND 1YR1,000$2.68 萬<0.1%–
Amplify ETF Tr032108847CEF HIGH INCOME2,315$2.66 萬<0.1%–
Direxion Shs ETF Tr25461A718DAILY AI AND BIG500$2.47 萬<0.1%–
STKColumbia Seligman Premium Technology Growth Fund, Inc.COM654$2.41 萬<0.1%歷史
CBUSCibus, Inc.CL A COM STK11,216$1.95 萬<0.1%歷史
ProShares Tr74347R842PSHS ULTRUSS2000400$1.88 萬<0.1%–
Graniteshares ETF Tr38747R8681.75X LG BABA DL500$1.80 萬<0.1%–
Snow Lake Res Ltd83336J307COM6,000$1.80 萬<0.1%–
NXGLNexgel, Inc.COM11,000$1.77 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F292FT VEST US SMALL753$1.77 萬<0.1%–
Timothy Plan887432284US LARGE MID CP612$1.69 萬<0.1%–
PBPBPotbelly CorpCOM951$1.63 萬<0.1%歷史
Direxion Shs ETF Tr25461A809DAILY META BULL500$1.61 萬<0.1%–
Direxion Shs ETF Tr25461A445DAILY PLTR BULL200$1.47 萬<0.1%–
SBETSharplink, Inc.COM NEW1,500$1.34 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF65$1.33 萬<0.1%–
PFDFlaherty & Crumrine Preferred & Income Fund IncCOM1,000$1.19 萬<0.1%歷史
FRHCFreedom Holding Corp.COM97$1.18 萬<0.1%歷史
CDTXCidara Therapeutics, Inc.COM NEW49$1.08 萬<0.1%歷史
Tidal Tr II88636J444YIELDMAX TSLA OP1,200$9,252<0.1%–
SENSSenseonics Holdings, Inc.COM22,500$9,180<0.1%歷史
Tidal Trust II88636X880YIELDMAX TSLA OP240$9,010<0.1%–
CHRNChronoScale Holdings CorpCOM NEW1,000$8,640<0.1%歷史
Simplify Exchange Traded Fun82889N525MBS ETF167$8,418<0.1%–
VBTXVeritex Holdings, Inc.COM271$8,200<0.1%歷史
Tidal ETF Tr88634T410II YIELDMAX XOM OPT700$8,197<0.1%–
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM500$7,670<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A192$7,555<0.1%歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT264$7,323<0.1%–
LXPLXP Industrial TrustCOM699$6,634<0.1%歷史
Ea Series Trust02072L417MARKETDESK FOCUS244$6,609<0.1%–
VRNTVerint Systems IncCOM308$6,322<0.1%歷史
GYROGyrodyne, LLCCOM700$6,307<0.1%歷史
NTHINeonc Technologies Holdings, Inc.COM750$6,202<0.1%歷史
Fidelity Covington Trust316092238DIGITAL HLTH ETF300$6,015<0.1%–
NUAINew ERA Energy & Digital, Inc.COM2,000$5,860<0.1%歷史
Volatility Shs Tr92864M780XRP ETF504$5,327<0.1%–
Tidal Trust II88636J659YIELD UNIVE ETFS500$4,990<0.1%–
SCSSteelcase IncCL A283$4,568<0.1%歷史
HITHealth In Tech, Inc.CL A2,734$4,347<0.1%歷史
TELOTelomir Pharmaceuticals, Inc.COM3,000$3,990<0.1%歷史
Pacer FDS Tr69374H741DATA AND INFRAST133$3,809<0.1%–
PINCPremier, Inc.CL A130$3,674<0.1%歷史
HSIIHeidrick & Struggles International IncCOM61$3,603<0.1%歷史
ABATAmerican Battery Technology CoCOM NEW1,074$3,587<0.1%歷史
IASIntegral Ad Science Holding Corp.COM329$3,402<0.1%歷史
XMAXXMax Inc.COM532$3,192<0.1%歷史
SPDR Series Trust78468R515ST STR USD ETF123$3,132<0.1%–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT400$3,020<0.1%歷史
Canary XRP ETF13723M100SHS152$2,956<0.1%–
CAECae IncCOM87$2,647<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM155$2,496<0.1%歷史
Innovator ETFs Tr45783Y483PREM INC 40 BARR100$2,388<0.1%–
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF40$2,234<0.1%–