IFP Advisors, Inc — Q4 2024 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641866

申報總市值

US$55.4億

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本季完整持股清單

僅顯示前 200 大持股（共 4609 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	2.78%	-0.02%	+9.44%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.21%	—	+35.77%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.68%	+0.31%	-5.79%
4	VUG	Vanguard Growth ETF	ETF-其他	1.58%	-0.03%	-1.95%
5	NVDA	Nvidia CORP	股票-科技	1.53%	+0.04%	+34.64%
6	MSFT	Microsoft CORP	股票-科技	1.27%	—	+18.93%
7	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	1.19%	+0.14%	-0.42%
8	AMZN	Amazon.com INC	股票-循環性消費	1.13%	-0.02%	+26.01%
9	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	1.03%	—	-2.37%
10	UCON	First Trust Smith Unconstrai	ETF-其他	0.98%	+0.05%	+4.14%
11	OEF	Ishares S&p 100 ETF	ETF-其他	0.94%	—	-2.74%
12	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.92%	+0.05%	+15.27%
13	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.91%	—	-6.74%
14	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.84%	+0.10%	+11.94%
15	IAU	Ishares Gold Trust	ETF-避險與商品	0.82%	-0.28%	+20.57%
16	SCHG	Schwab US Large-cap Growth	ETF-其他	0.82%	—	+308.82%
17	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.81%	+0.09%	+8.28%
18	XLK	Ss Technology Select Sector	ETF-科技型	0.77%	—	+11.63%
19	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.73%	—	+7.17%
20	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.70%	—	+203.78%
21	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.69%	—	+20.44%
22	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.69%	—	+7.04%
23	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.69%	—	+0.98%
24	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.67%	—	+229.18%
25	DFAU	Dimensional US Core Equity M	ETF-其他	0.65%	—	+1.01%
26	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.63%	-0.16%	+0.19%
27	XOM	Exxon Mobil CORP	股票-能源	0.61%	—	+17.24%
28	COST	Costco Wholesale CORP	股票-非循環性消費	0.61%	—	+23.12%
29	EFA	Ishares Msci Eafe ETF	ETF-其他	0.61%	—	-5.41%
30	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	0.60%	—	+10.52%
31	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	0.54%	—	+9.15%
32	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.46%	+0.22%	+14.06%
33	DFSD	Dimensional Short Duration	ETF-其他	0.46%	—	+85.61%
34	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.46%	—	-2.31%
35	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.45%	—	+1.12%
36	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.45%	-0.30%	+9.29%
37	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.45%	—	+0.02%
38	META	Meta Platforms Inc-class A	股票-通訊服務	0.43%	—	+13.31%
39	SCHX	Schwab US Large-cap ETF	ETF-其他	0.43%	—	+202.72%
40	BND	Vanguard Total Bond Market	ETF-其他	0.43%	—	+32.72%
41	GJUL	Ft Vest US Equity Moderate B	ETF-其他	0.41%	—	-1.56%
42	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.41%	—	+4.47%
43	SMH	Vaneck Semiconductor ETF	ETF-其他	0.41%	—	+76.98%
44	ET	Energy Transfer LP	股票-能源	0.41%	—	+1.06%
45	V	Visa Inc-class A Shares	股票-金融	0.41%	—	+4.00%
46	GSEW	Goldman Sachs Eql Wght Large	ETF-避險與商品	0.40%	—	+1.58%
47	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.40%	—	-0.78%
48	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	0.39%	—	+3.87%
49	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.38%	—	+76.59%
50	HD	Home Depot INC	股票-循環性消費	0.38%	—	+31.71%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q4 2024 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.5%	+35.77%	加碼
2	NVDA	Nvidia CORP	+0.4%	+34.64%	加碼
3	AMZN	Amazon.com INC	+0.3%	+26.01%	加碼
4	IYR	Ishares US Real Estate ETF	+0.2%	+1867.63%	加碼
5	AAPL	Apple INC	+0.2%	+9.44%	加碼
6	DFSD	Dimensional Short Duration	+0.2%	+85.61%	加碼
7	SMH	Vaneck Semiconductor ETF	+0.2%	+76.98%	加碼
8	AVGO	Broadcom INC	+0.2%	+35.71%	加碼
9	IWP	Ishares Russell Mid-cap Grow	+0.1%	+99.48%	加碼
10	RTX	Rtx CORP	+0.1%	+284.36%	加碼
11	GOOGL	Alphabet Inc-cl A	+0.1%	+11.94%	加碼
12	TSLA	Tesla INC	+0.1%	+25.87%	加碼
13	VB	Vanguard Small-cap ETF	+0.1%	+117.64%	加碼
14	T	At&t INC	+0.1%	+103.71%	加碼
15	IYW	Ishares Ustechnology ETF	+0.1%	+154.95%	加碼
16	OHI	Omega Healthcare Investors	+0.1%	+4919.70%	加碼
17	ITB	Ishares U.s. Home Constructi	+0.1%	+565.26%	加碼
18	BAC	Bank Of America CORP	+0.1%	+129.29%	加碼
19	PPL	Ppl CORP	+0.1%	+8599.19%	加碼
20	INFL	Horizon Kinetics Infl Benef	+0.1%	+340.43%	加碼
21	PG	Procter & Gamble Co/the	+0.1%	+72.88%	加碼
22	IWF	Ishares Russell 1000 Growth	+0.1%	+102.40%	加碼
23	GRNY	Fundstr Gran Sh US Lrg Cap	+0.1%	NEW	新建倉
24	FNF	Fidelity National Financial	+0.1%	+2501.08%	加碼
25	DVY	Ishares Select Dividend ETF	+0.1%	+122.03%	加碼
26	GLW	Corning INC	+0.1%	+447.37%	加碼
27	CSCO	Cisco Systems INC	+0.1%	+63.60%	加碼
28	BKLC	Bny Mellon US Lrg Cap Cor	+0.1%	+366.56%	加碼
29	CAG	Conagra Brands INC	+0.1%	+1742.54%	加碼
30	RPG	Invesco S&p 500 Pure Growth	+0.1%	+367.73%	加碼
31	TIP	Ishares Tips Bond ETF	+0.1%	+285.75%	加碼
32	MSFT	Microsoft CORP	+0.1%	+18.93%	加碼
33	IAU	Ishares Gold Trust	+0.1%	+20.57%	加碼
34	PLTR	Palantir Technologies Inc-a	+0.1%	-10.32%	減碼
35	PFE	Pfizer INC	+0.1%	+86.55%	加碼
36	FTSM	First Trust Enh Short Mat Fd	+0.1%	+20.44%	加碼
37	BND	Vanguard Total Bond Market	+0.1%	+32.72%	加碼
38	XLK	Ss Technology Select Sector	0%	+11.63%	加碼
39	MDY	State Street Spdr S&p Midcap	-0.1%	-86.35%	減碼
40	XMMO	Invesco S&p Midcap Momentum	-0.1%	-93.69%	減碼
41	LRCXEUR	Lam Research CORP	-0.1%	-89.84%	減碼
42	FTEC	Fidelity Msci Info Tech Indx	-0.1%	-65.67%	減碼
43	PDI	Pimco Dynamic Income Fund	-0.1%	-43.10%	減碼
44	IBTE	Ishares Ibonds Dec 2024 Term	-0.1%	-50.53%	減碼
45	DIA	Ss Spdr Dow Jones Indus Avg	-0.2%	-39.08%	減碼
46	EFA	Ishares Msci Eafe ETF	-0.2%	-5.41%	減碼
47	IOCT	Innovator Int Dev Power Buff	-0.2%	-38.80%	減碼
48	BIZD	Vaneck Bdc Income ETF	-0.2%	-98.34%	減碼
49	IVW	Ishares S&p 500 Growth ETF	-0.5%	-68.29%	減碼
50	SCTXX	Schwab Amt Tax Fr Mny-ultra	-0.5%	-90.03%	減碼