跳到主要內容

IFP Advisors, Inc

SEC CIK
0001641866
最新申報
2026/7/20

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/20 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
5,147
較 2026 年第 1 季 +115
總值
$55.4 億
較 2026 年第 1 季 +$7.15 億 (+14.8%)
申報日
2026/7/20
SEC
IFP Advisors, Inc 在 2026 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.Stock484,958$1.40 億2.5%−298−0.1%減碼歷史
NVDANVIDIA CorpStock663,778$1.33 億2.4%+11,936+1.8%加碼歷史
Invesco QQQ Trust Series I46090E103ETF108,639$8,000 萬1.4%+13,892+14.7%加碼–
AMZNAmazon Com IncStock328,243$7,823 萬1.4%−2,630−0.8%減碼歷史
MSFTMicrosoft CorpStock180,462$6,732 萬1.2%+5,662+3.2%加碼歷史
GOOGAlphabet Inc.Stock188,042$6,644 萬1.2%−31,573−14.4%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF742,981$6,400 萬1.2%−47,711−6.0%減碼依 6 比 1 拆股換算–
GOOGLAlphabet Inc.Stock168,260$6,013 萬1.1%+2,486+1.5%加碼歷史
SPYSPDR S&P 500 ETF TrustETF76,832$5,738 萬1.0%−11,928−13.4%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF632,889$5,562 萬1.0%+93,035+17.2%加碼–
AMDAdvanced Micro Devices IncStock80,458$4,674 萬0.8%+3,156+4.1%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF915,993$4,616 萬0.8%+90,146+10.9%加碼–
Vanguard S&P 500 ETF922908363ETF64,339$4,419 萬0.8%+6,934+12.1%加碼–
iShares Tr4642874407-10 YR TRSY BD467,027$4,417 萬0.8%+112,935+31.9%加碼–
IAUiShares Gold TrustETF555,136$4,192 萬0.8%−11,717−2.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF54,261$4,064 萬0.7%+56+0.1%加碼–
PANWPalo Alto Networks IncStock116,369$3,968 萬0.7%+7,577+7.0%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT406,971$3,891 萬0.7%+247+0.1%加碼–
iShares Tr46428743220 YR TR BD ETF446,710$3,860 萬0.7%−109,400−19.7%減碼–
iShares Tr464288646ISHS 1-5YR INVS727,413$3,812 萬0.7%+300,268+70.3%加碼–
iShares S&P 500 Growth ETF464287309ETF269,980$3,713 萬0.7%−73,175−21.3%減碼–
iShares S&P 500 Value ETF464287408ETF148,739$3,377 萬0.6%−4,004−2.6%減碼–
iShares Core High Dividend ETF46429B663ETF1,219,092$3,342 萬0.6%+588,732+93.4%加碼依 5 比 1 拆股換算–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT156,520$3,330 萬0.6%−723−0.5%減碼–
AVGOBroadcom Inc.Stock87,886$3,320 萬0.6%−2,957−3.3%減碼歷史
Vanguard Information Technology ETF92204A702ETF275,462$3,292 萬0.6%+10,502+4.0%加碼依 8 比 1 拆股換算–
Capital Group Dividend Value14020W106SHS CREAT UNIT666,097$3,283 萬0.6%+33,843+5.4%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF937,753$3,173 萬0.6%−13,741−1.4%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF775,129$2,858 萬0.5%+2570.0%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT604,049$2,851 萬0.5%+33,559+5.9%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,129,539$2,810 萬0.5%+236,972+26.5%加碼–
COSTCostco Wholesale CorpStock29,628$2,772 萬0.5%−1,256−4.1%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF174,068$2,751 萬0.5%+4,646+2.7%加碼–
BRK.BBerkshire Hathaway IncStock54,780$2,741 萬0.5%+1,703+3.2%加碼歷史
iShares S&P 100 ETF464287101ETF72,781$2,663 萬0.5%−21,248−22.6%減碼–
iShares Tr464288760US AER DEF ETF109,759$2,661 萬0.5%+2,375+2.2%加碼–
Vanguard Dividend Appreciation ETF921908844ETF109,943$2,601 萬0.5%+5,199+5.0%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW412,661$2,465 萬0.4%−22,873−5.3%減碼–
LLYEli Lilly & CoStock20,352$2,441 萬0.4%+2,078+11.4%加碼歷史
XOMExxonMobil Holdings CorpCOM171,296$2,342 萬0.4%+10,202+6.3%加碼歷史
METAMeta Platforms, Inc.Stock41,474$2,336 萬0.4%+908+2.2%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF327,485$2,333 萬0.4%+60,492+22.7%加碼–
JPMJPMorgan Chase & CoStock70,542$2,309 萬0.4%+2,652+3.9%加碼歷史
Schwab US Dividend Equity ETF808524797ETF712,723$2,260 萬0.4%+17,536+2.5%加碼–
iShares Core MSCI Eafe ETF46432F842ETF233,923$2,259 萬0.4%+12,684+5.7%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV194,679$2,236 萬0.4%+4,851+2.6%加碼–
Schwab U.S. Large-Cap ETF808524201ETF756,568$2,227 萬0.4%+43,581+6.1%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF258,623$2,142 萬0.4%−82,578−24.2%減碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US225,517$2,129 萬0.4%+6,447+2.9%加碼–
ABTAbbott LaboratoriesStock234,173$2,125 萬0.4%+176,649+307.1%加碼歷史
iShares Tr464288885EAFE GRWTH ETF159,304$1,982 萬0.4%+48,087+43.2%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT439,025$1,953 萬0.4%+16,207+3.8%加碼–
iShares Tr464287150CORE S&P TTL STK118,813$1,952 萬0.4%−1,398−1.2%減碼–
MUMicron Technology IncStock16,479$1,902 萬0.3%+3,908+31.1%加碼歷史
FNVFranco Nevada CorpStock89,770$1,871 萬0.3%+2,480+2.8%加碼歷史
iShares Tr46434V860TRS FLT RT BD363,276$1,839 萬0.3%+66,964+22.6%加碼–
NFLXNetflix IncStock253,572$1,811 萬0.3%+83,081+48.7%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF226,750$1,748 萬0.3%−497−0.2%減碼–
WMTWalmart Inc.Stock154,200$1,746 萬0.3%+13,641+9.7%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF601,558$1,742 萬0.3%+30,216+5.3%加碼–
TSLATesla, Inc.Stock41,167$1,731 萬0.3%+397+1.0%加碼歷史
iShares MSCI Eafe ETF464287465ETF165,876$1,723 萬0.3%+2,045+1.2%加碼–
Vanguard Star FDS921909768VG TL INTL STK F196,113$1,677 萬0.3%+17,855+10.0%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF216,648$1,635 萬0.3%+151,621+233.2%加碼–
UNHUnitedHealth Group IncStock39,233$1,631 萬0.3%−5,562−12.4%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF108,901$1,615 萬0.3%+2,042+1.9%加碼–
VVisa Inc.Stock46,449$1,594 萬0.3%+1,502+3.3%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US174,206$1,590 萬0.3%+4,041+2.4%加碼–
Fidelity High Dividend ETF316092840ETF263,334$1,588 萬0.3%+5,604+2.2%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF152,692$1,587 萬0.3%+6,301+4.3%加碼–
Vanguard Total Bond Market ETF921937835ETF215,008$1,578 萬0.3%−20,117−8.6%減碼–
AXSMAxsome Therapeutics, Inc.COM62,273$1,524 萬0.3%+1,279+2.1%加碼歷史
HDHome Depot, Inc.Stock42,759$1,508 萬0.3%+4,764+12.5%加碼歷史
VRTVertiv Holdings CoCOM CL A44,957$1,505 萬0.3%+1,046+2.4%加碼歷史
XYZBlock, Inc.CL A196,142$1,491 萬0.3%−14,818−7.0%減碼歷史
CATCaterpillar IncStock13,949$1,485 萬0.3%−2,613−15.8%減碼歷史
iShares Tr4642874571 3 YR TREAS BD180,492$1,482 萬0.3%+25,675+16.6%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF38,550$1,410 萬0.3%−11,753−23.4%減碼–
iShares Semiconductor ETF464287523ETF21,936$1,406 萬0.3%−605−2.7%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF36,746$1,360 萬0.2%−16,193−30.6%減碼–
CRWDCrowdStrike Holdings, Inc.Stock17,760$1,355 萬0.2%−524−2.9%減碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT270,349$1,346 萬0.2%−24,819−8.4%減碼–
TERTeradyne, IncStock27,669$1,339 萬0.2%+234+0.9%加碼歷史
AUAngloGold Ashanti PLCCOM SHS165,301$1,337 萬0.2%−95,096−36.5%減碼歷史
ABBVAbbVie Inc.Stock52,930$1,332 萬0.2%−2,013−3.7%減碼歷史
Capital Group Core Balanced14021D107SHS347,015$1,317 萬0.2%+18,166+5.5%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF88,152$1,291 萬0.2%+9,016+11.4%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF67,401$1,284 萬0.2%+2,661+4.1%加碼–
CSCOCisco Systems, Inc.Stock109,237$1,283 萬0.2%−22,098−16.8%減碼歷史
PGProcter & Gamble CoStock87,479$1,283 萬0.2%+9,756+12.6%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF64,604$1,277 萬0.2%+2,764+4.5%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT246,034$1,272 萬0.2%+29,386+13.6%加碼–
iShares Tr46435G672CORE INTL AGGR250,856$1,269 萬0.2%+14,166+6.0%加碼–
Listed FDS Tr53656G498ROUN MA SEVE ETF196,837$1,266 萬0.2%+180,495+1,104.5%加碼–
Vanguard Morningstar Value ETF922908744ETF57,979$1,264 萬0.2%−11,108−16.1%減碼–
INTCIntel CorpStock90,338$1,261 萬0.2%−28,267−23.8%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF245,334$1,241 萬0.2%−117,133−32.3%減碼–
IBMInternational Business Machines CorpStock43,273$1,217 萬0.2%+10,130+30.6%加碼歷史
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY617,647$1,209 萬0.2%+14,445+2.4%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF495,135$1,200 萬0.2%+13,900+2.9%加碼–

2026 年第 1 季之後清倉(222 檔)

2026 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 222 檔。

IFP Advisors, Inc 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
Tidal Trust III45259A548MRP SYNTHEQUITY113,406$297.6 萬0.1%–
PIMCO ETF Tr72201R88225YR+ ZERO U S21,510$137.7 萬<0.1%–
AZNAstraZeneca PLCSPONSORED ADR12,001$111.3 萬<0.1%歷史
PIMCO ETF Tr72201R551US STK PLUS AC14,034$66.0 萬<0.1%–
Cyberark Software LtdM2682V108SHS1,257$51.4 萬<0.1%–
BXMXNuveen S&P 500 BuyWrite Income FundCOM18,947$28.5 萬<0.1%歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X4,914$21.7 萬<0.1%–
EXASExact Sciences CorpCOM1,655$17.4 萬<0.1%歷史
INFQInfleqtion, Inc.SHS CL A13,175$15.5 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM3,891$12.1 萬<0.1%歷史
REVGREV Group, Inc.COM1,783$11.4 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY2,296$10.6 萬<0.1%–
First Tr Exchange-Traded FD33738D846FT VEST DJIA4,467$9.70 萬<0.1%–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF2,119$8.05 萬<0.1%–
J P Morgan Exchange Traded F46654Q799HIGH YIELD MUNI1,525$7.60 萬<0.1%–
First Tr Exchng Traded FD VI33740F409INCOME OPPRTNTES3,360$7.56 萬<0.1%–
OPRAOpera LtdSPONSORED ADS5,000$7.13 萬<0.1%歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA3,264$6.89 萬<0.1%–
Simplify Exchange Traded Fun82889N798RISK PARITY TREA5,190$6.81 萬<0.1%–
DBX ETF Tr233051705XTRACK MUN INFRA2,740$6.75 萬<0.1%–
AMCRAmcor plcORD6,217$5.48 萬<0.1%歷史
PURRHyperliquid Strategies IncCOM10,000$5.09 萬<0.1%歷史
DAYDayforce, Inc.COM640$4.47 萬<0.1%歷史
Etfis Ser Tr I26923G798VIRTUS PVT CR2,869$4.34 萬<0.1%–
HCCWarrior Met Coal, Inc.COM425$3.96 萬<0.1%歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK1,207$3.65 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM1,308$3.58 萬<0.1%歷史
BANFBancfirst CorpCOM321$3.48 萬<0.1%歷史
CMAComerica IncCOM380$3.37 萬<0.1%歷史
NTWKNetsol Technologies IncCOM PAR $.0019,555$3.24 萬<0.1%歷史
Ea Series Trust02072L441STRIVE ENHANCED1,580$3.20 萬<0.1%–
Tidal Trust II88636X732YIELDMAX MSTR OP1,361$2.90 萬<0.1%–
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN561$2.78 萬<0.1%–
New York Life Invts Active E45409F827MACKAY MUN INTER1,130$2.72 萬<0.1%–
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM1,433$2.69 萬<0.1%歷史
SPDR Series Trust78468R549SP O&G EQP SERV217$2.52 萬<0.1%–
TGNATegna IncCOM1,198$2.40 萬<0.1%歷史
THSTreeHouse Foods, Inc.COM966$2.35 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM306$2.34 萬<0.1%歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT805$2.32 萬<0.1%–
ALEXAlexander & Baldwin, Inc.COM1,088$2.27 萬<0.1%歷史
Global X FDS37954Y350X EMERGING MKT959$2.25 萬<0.1%–
SHP ETF Trust78433H204FIS BIBLICALLY R674$2.20 萬<0.1%–
VTYXVentyx Biosciences, Inc.COM1,500$2.10 萬<0.1%歷史
EGYVaalco Energy IncCOM NEW2,977$1.89 萬<0.1%歷史
IMPPImperial Petroleum Inc./Marshall IslandsCOM NEW4,216$1.80 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM422$1.76 萬<0.1%歷史
OSOneStream, Inc.CL A700$1.68 萬<0.1%歷史
Managed Portfolio Series56167N191TREMBLANT GLOBAL612$1.67 萬<0.1%–
FYBRFrontier Communications Parent, Inc.COM427$1.64 萬<0.1%歷史
Magic Software Enterprises L559166103ORD903$1.57 萬<0.1%–
GSLGlobal Ship Lease, Inc.COM CL A400$1.49 萬<0.1%歷史
Bitwise Crypto Industry Innovators ETF09175C103ETF774$1.46 萬<0.1%–
Two RDS Shared Tr90214Q774LDRSHS ALPFACT305$1.40 萬<0.1%–
Tidal Tr II88634T881ETF1,000$1.40 萬<0.1%–
Two RDS Shared Tr90214Q691LEASERSHS ALPHAF353$1.39 萬<0.1%–
GRSDGRANDSTAND LtdORDINARY SHARES3,512$1.36 萬<0.1%歷史
Global X FDS37954Y319MSCI GREECE ETF211$1.35 萬<0.1%–
Nuveen Calif Select Tax Free67063R103SH BEN INT1,000$1.33 萬<0.1%–
VFFVillage Farms International, Inc.COM4,647$1.32 萬<0.1%歷史
LYELLyell Immunopharma, Inc.COM NEW648$1.30 萬<0.1%歷史
PREPrenetics Global LtdSHS NEW649$1.25 萬<0.1%歷史
Innovator ETFs Trust45784N841GROWTH 100 PWR B450$1.21 萬<0.1%–
ASYSAmtech Systems IncCOM PAR $0.01N1,019$1.19 萬<0.1%歷史
New York Life Investments Et45409B461CANDRIAM US LRG220$1.13 萬<0.1%–
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP428$1.03 萬<0.1%–
INDVIndivior Pharmaceuticals, Inc.ORD288$9,815<0.1%歷史
BNY Mellon ETF Trust09661T800HIGH YIELD ETF205$9,719<0.1%–
MTEKMaris Tech Ltd.ORDINARY SHARES6,873$9,279<0.1%歷史
ESABESAB CorpCOM85$8,216<0.1%歷史
CERTCertara, Inc.COM1,436$8,185<0.1%歷史
OTFBlue Owl Technology Finance Corp.COMMON STOCK654$8,103<0.1%歷史
VBFInvesco Bond FundCOM500$7,500<0.1%歷史
FXCInvesco CurrencyShares Canadian Dollar TrustCDN DLR SHS100$7,024<0.1%歷史
Solana ETF92864M822ETP800$6,688<0.1%–
ZEUSOlympic Steel IncCOM131$6,270<0.1%歷史
FLZHFlash Sports & Media Holdings, Inc.COM NEW280$6,182<0.1%歷史
Alps ETF Tr00162Q361OSHS GBL INTER150$6,121<0.1%–
POETPoet Technologies Inc.COM NEW1,000$5,940<0.1%歷史
ProShares Tr74349Y704ULTRA BITCOIN ET500$5,820<0.1%–
Invesco Exch TRD SLF Idx FD46139W833BULLETSHS 32 MUN224$5,567<0.1%–
SGNSigning Day Sports, Inc.COMMON STOCK10,000$5,401<0.1%歷史
Principal Exchange Traded FD74255Y821PRNC INVT GRAD243$5,015<0.1%–
TELFYTelefonica S ASPONSORED ADR1,095$4,788<0.1%歷史
Exchange Traded Concepts Tr301505723ROBO GBL HLTCR140$4,623<0.1%–
New Gold Inc Cda644535106COM500$4,430<0.1%–
HOUSAnywhere Real Estate Inc.COM250$4,410<0.1%歷史
FRGTFreight Technologies, Inc.ORD SHS NEW5,000$4,150<0.1%歷史
Aspen Insurance Holdings LtdG05384501ORD SHS CL A102$3,825<0.1%–
QGENQiagen N.V.COMMON STOCK77$3,679<0.1%歷史
CADECadence BancorporationEQUITY US CM87$3,664<0.1%歷史
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK65$3,657<0.1%–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH59$3,646<0.1%–
Tidal Trust III45259A316VISTASHARES TARG200$3,480<0.1%–
WisdomTree Tr97717Y691CLOUD COMPUTNG125$3,415<0.1%–
SGMOQSangamo Therapeutics, IncCOM13,509$3,335<0.1%歷史
RPDRapid7, Inc.COM588$3,240<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM31$2,958<0.1%歷史
FRGEForge Global Holdings, Inc.Stock63$2,835<0.1%歷史
LGNLegence Corp.CL A50$2,823<0.1%歷史