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IFP顾问 · 13F 持仓分析
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IFP顾问

IFP Advisors, IncNo.884 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$55.46亿
环比变动 Q1 2026
+$7.23亿+15.0%
持仓股票数
5141
新买入
337
加仓
2340
减仓
1613
清仓
225
持股不变
851
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
2.53%2.55%$1.40亿48.5万股$1.23亿48.5万股-298股-0.06%减仓
英伟达NVDA
2.39%2.36%$1.33亿66.4万股$1.14亿65.2万股+1.2万股+1.83%加仓
I景顺QQQ信托VOO
1.44%1.13%$8,000.2万10.9万股$5,468.6万9.5万股+1.4万股+14.66%加仓
亚马逊AMZN
1.41%1.43%$7,823.3万32.8万股$6,891.1万33.1万股-2,630股-0.79%减仓
微软MSFT
1.21%1.34%$6,731.6万18.0万股$6,470.6万17.5万股+5,662股+3.24%加仓
AAlphabet Inc Class CGOOG
1.2%1.31%$6,644.1万18.8万股$6,299.9万22.0万股-3.2万股-14.38%减仓
V先锋领航指数基金VUG
1.15%1.19%$6,400.0万74.3万股$5,756.1万13.2万股+61.1万股+463.80%加仓
谷歌AGOOGL
1.08%0.99%$6,013.1万16.8万股$4,767.0万16.6万股+2,486股+1.50%加仓
SSPDR标普500 ETFSPY
1.03%1.2%$5,737.6万7.7万股$5,772.4万8.9万股-1.2万股-13.44%减仓
S道富SPYM
1%0.86%$5,561.8万63.3万股$4,132.0万54.0万股+9.3万股+17.23%加仓
AMD超威AMD
0.84%0.33%$4,673.9万8.0万股$1,572.6万7.7万股+3,156股+4.08%加仓
SSPDR道富指数基金SPDW
0.83%0.78%$4,615.7万91.6万股$3,770.0万82.6万股+9.0万股+10.92%加仓
V先锋领航指数基金VOO
0.8%0.71%$4,418.9万6.4万股$3,430.2万5.7万股+6,934股+12.08%加仓
IiShares安硕·7-10YRIEF
0.8%0.7%$4,416.7万46.7万股$3,379.5万35.4万股+11.3万股+31.89%加仓
IiShares黄金信托IAU
0.76%1.04%$4,191.8万55.5万股$4,997.4万56.7万股-1.2万股-2.07%减仓
IiShares安硕信托IVV
0.73%0.73%$4,063.6万5.4万股$3,540.7万5.4万股+56股+0.10%加仓
PALO ALTOPANW
0.72%0.36%$3,968.4万11.6万股$1,744.2万10.9万股+7,577股+6.96%加仓
WWisdomTree信托DGRW
0.7%0.74%$3,891.5万40.7万股$3,572.7万40.7万股+247股+0.06%加仓
IiShares安硕信托TLT
0.7%1%$3,860.5万44.7万股$4,820.9万55.6万股-10.9万股-19.67%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.69%0.47%$3,812.4万72.7万股$2,245.1万42.7万股+30.0万股+70.30%加仓
IiShares安硕信托IVW
0.67%0.8%$3,713.0万27.0万股$3,881.4万34.3万股-7.3万股-21.32%减仓
IiShares安硕·S&PIVE
0.61%0.67%$3,377.3万14.9万股$3,225.2万15.3万股-4,004股-2.62%减仓
IiShares安硕信托HDV
0.6%0.35%$3,341.5万121.9万股$1,711.0万12.6万股+109.3万股+866.98%加仓
I景顺交易所交易基金信托RSP
0.6%0.63%$3,330.3万15.7万股$3,017.8万15.7万股-723股-0.46%减仓
博通AVGO
0.6%0.58%$3,319.9万8.8万股$2,811.7万9.1万股-2,957股-3.26%减仓
V先锋领航全球基金VGT
0.59%0.48%$3,292.3万27.5万股$2,310.8万3.3万股+24.2万股+731.71%加仓
C资本集团股息价值CCBG
0.59%0.56%$3,282.5万66.6万股$2,689.6万63.2万股+3.4万股+5.35%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.57%0.57%$3,173.4万93.8万股$2,771.7万95.1万股-1.4万股-1.44%减仓
S嘉信策略信托SCHM
0.52%0.5%$2,857.9万77.5万股$2,399.0万77.5万股+257股+0.03%加仓
C资本集团成长ETFCGGR
0.51%0.48%$2,851.1万60.4万股$2,292.8万57.0万股+3.4万股+5.88%加仓
F第一信托交易所交易基金VIUCON
0.51%0.46%$2,810.3万113.0万股$2,210.9万89.3万股+23.7万股+26.55%加仓
好市多COST
0.5%0.64%$2,771.6万3.0万股$3,077.4万3.1万股-1,256股-4.07%减仓
V先锋领航白厅基金VYM
0.5%0.52%$2,750.8万17.4万股$2,509.1万16.9万股+4,646股+2.74%加仓
伯克希尔哈撒韦BRK.B
0.49%0.53%$2,741.1万5.5万股$2,543.4万5.3万股+1,703股+3.21%加仓
IiShares安硕·S&P 100 ETFIWO
0.48%0.62%$2,662.8万7.3万股$2,990.8万9.4万股-2.1万股-22.60%减仓
IiShares安硕信托ITA
0.48%0.49%$2,660.8万11.0万股$2,349.0万10.7万股+2,375股+2.21%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.47%0.47%$2,601.5万11.0万股$2,252.6万10.5万股+5,199股+4.96%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.44%0.54%$2,464.8万41.3万股$2,603.6万43.6万股-2.3万股-5.25%减仓
礼来LLY
0.44%0.35%$2,441.1万2.0万股$1,680.8万1.8万股+2,078股+11.37%加仓
埃克森美孚XOM
0.42%0.57%$2,342.0万17.1万股$2,733.1万16.1万股+1.0万股+6.33%加仓
Meta平台META
0.42%0.48%$2,336.2万4.1万股$2,320.9万4.1万股+908股+2.24%加仓
V先锋领航·FTSEVEA
0.42%0.35%$2,333.3万32.7万股$1,710.9万26.7万股+6.0万股+22.66%加仓
摩根大通JPM
0.42%0.41%$2,309.1万7.1万股$1,997.1万6.8万股+2,652股+3.91%加仓
S嘉信策略信托SCHD
0.41%0.44%$2,260.0万71.3万股$2,132.8万69.5万股+1.8万股+2.52%加仓
IiShares安硕信托IEFA
0.41%0.42%$2,259.2万23.4万股$2,002.9万22.1万股+1.3万股+5.73%加仓
F第一信托·UST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV
0.4%0.37%$2,236.5万19.5万股$1,777.9万19.0万股+4,851股+2.56%加仓
S嘉信·USSCHX
0.4%0.38%$2,226.6万75.7万股$1,828.1万71.3万股+4.4万股+6.11%加仓
IiShares安硕IEMG
0.39%0.49%$2,142.4万25.9万股$2,379.9万34.1万股-8.3万股-24.20%减仓
G高盛ETF信托GSEW
0.38%0.38%$2,129.3万22.6万股$1,854.6万21.9万股+6,447股+2.94%加仓
雅培ABT
0.38%0.12%$2,124.9万23.4万股$590.6万5.8万股+17.7万股+307.09%加仓

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