IFP Advisors, Inc — Q2 2025 13F 持股

Name: IFP Advisors, Inc — 13F Holdings, Q2 2025
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 4929 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	2.52%	-0.02%	+1.93%
2	NVDA	Nvidia CORP	股票-科技	1.70%	+0.04%	+0.30%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.52%	—	+42.80%
4	MSFT	Microsoft CORP	股票-科技	1.44%	—	-1.86%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.42%	+0.31%	-30.71%
6	VUG	Vanguard Growth ETF	ETF-其他	1.41%	-0.03%	-29.56%
7	FTSM	First Trust Enh Short Mat Fd	ETF-其他	1.29%	—	-1.70%
8	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	1.16%	+0.14%	+1.94%
9	AMZN	Amazon.com INC	股票-循環性消費	1.02%	-0.02%	-3.04%
10	IAU	Ishares Gold Trust	ETF-避險與商品	0.98%	-0.28%	+2.81%
11	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.95%	—	+1.12%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.92%	—	+5.12%
13	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.90%	+0.05%	+17.20%
14	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.84%	—	+11.70%
15	SCHG	Schwab US Large-cap Growth	ETF-其他	0.79%	—	+1.68%
16	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.75%	—	+572.22%
17	OEF	Ishares S&p 100 ETF	ETF-其他	0.73%	—	-17.93%
18	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.68%	—	+1.36%
19	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.68%	—	+62.23%
20	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.68%	+0.09%	-2.19%
21	UCON	First Trust Smith Unconstrai	ETF-其他	0.67%	+0.05%	+13.66%
22	EFA	Ishares Msci Eafe ETF	ETF-其他	0.66%	—	-2.63%
23	META	Meta Platforms Inc-class A	股票-通訊服務	0.65%	—	+16.72%
24	VGT	Vanguard Info Tech ETF	ETF-科技型	0.63%	+0.11%	+7.77%
25	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.63%	—	+1.67%
26	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.61%	+0.10%	-2.25%
27	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.61%	—	+3.64%
28	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.59%	-0.16%	+3.02%
29	VTV	Vanguard Value ETF	ETF-其他	0.59%	—	+100.20%
30	ITA	Ishares U.s. Aerospace & Def	ETF-其他	0.58%	—	+220.64%
31	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.58%	—	-4.76%
32	COST	Costco Wholesale CORP	股票-非循環性消費	0.58%	—	+4.96%
33	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.58%	—	+5.39%
34	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.57%	-0.30%	+369.38%
35	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.56%	—	+2.93%
36	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.49%	+0.22%	+8.45%
37	CGGR	Cap Group Growth Equity	ETF-其他	0.49%	+0.03%	+11.18%
38	AVGO	Broadcom INC	股票-科技	0.49%	+0.02%	+16.68%
39	XOM	Exxon Mobil CORP	股票-能源	0.49%	—	-6.89%
40	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	0.47%	—	+1.77%
41	CGDV	Cap Group Dividend Value	ETF-其他	0.47%	+0.03%	+9.83%
42	V	Visa Inc-class A Shares	股票-金融	0.44%	—	+6.59%
43	SCHX	Schwab US Large-cap ETF	ETF-其他	0.41%	—	+4.56%
44	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.41%	—	+4.45%
45	CGUS	Cap Group Core Equity	ETF-其他	0.40%	—	+10.51%
46	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.38%	—	+18.98%
47	JPM	Jpmorgan Chase & Co	股票-金融	0.38%	—	+1.28%
48	GSEW	Goldman Sachs Eql Wght Large	ETF-避險與商品	0.37%	—	+0.86%
49	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.35%	—	+5.85%
50	SCHB	Schwab US Broad Market ETF	ETF-其他	0.35%	—	+2.01%

1–50 of 200

本季持股變動

IFP Advisors, Inc 於截至 Q2 2025 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	IVW	Ishares S&p 500 Growth ETF	+0.7%	+572.22%	加碼
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.5%	+42.80%	加碼
3	NVDA	Nvidia CORP	+0.4%	+0.30%	加碼
4	TLT	Ishares 20+ Year Treasury Bd	+0.4%	+369.38%	加碼
5	ITA	Ishares U.s. Aerospace & Def	+0.4%	+220.64%	加碼
6	VTV	Vanguard Value ETF	+0.3%	+100.20%	加碼
7	QUAL	Ishares Msci USA Quality Fac	+0.3%	+62.23%	加碼
8	MSFT	Microsoft CORP	+0.2%	-1.86%	減碼
9	VOT	Vanguard Mid-cap Growth ETF	+0.2%	+201.87%	加碼
10	AVGO	Broadcom INC	+0.2%	+16.68%	加碼
11	META	Meta Platforms Inc-class A	+0.2%	+16.72%	加碼
12	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.2%	+17.20%	加碼
13	VBK	Vanguard Small-cap Grwth ETF	+0.2%	+155.34%	加碼
14	FDD	First Trust Stoxx Europe	+0.2%	+14748.61%	加碼
15	IJJ	Ishares S&p Mid-cap 400 Valu	+0.1%	+127.79%	加碼
16	RDVY	First Trust Rising Dividend	+0.1%	+112.58%	加碼
17	IJS	Ishares S&p Small-cap 600 Va	+0.1%	+234.33%	加碼
18	ORCL	Oracle CORP	+0.1%	+17.24%	加碼
19	BKLC	Bny Mellon US Lrg Cap Cor	+0.1%	+139.90%	加碼
20	VGT	Vanguard Info Tech ETF	+0.1%	+7.77%	加碼
21	IAGG	Ishares Intl Aggregate Bond	+0.1%	+63.40%	加碼
22	QGRO	American Century US Quality	+0.1%	+126.71%	加碼
23	CGGR	Cap Group Growth Equity	+0.1%	+11.18%	加碼
24	AGG	Ishares Core U.s. Aggregate	+0.1%	+50.34%	加碼
25	IVV	Ishares Core S&p 500 ETF	+0.1%	+5.12%	加碼
26	SCHG	Schwab US Large-cap Growth	+0.1%	+1.68%	加碼
27	RSP	Invesco S&p 500 Equal Weight	+0.1%	+11.70%	加碼
28	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	+1.94%	加碼
29	AMZN	Amazon.com INC	0%	-3.04%	減碼
30	PLTR	Palantir Technologies Inc-a	-0.1%	-56.22%	減碼
31	DFIP	Dimensional Inflation-protec	-0.1%	-100.00%	減碼
32	XLE	Ss Energy Select Sector	-0.1%	-59.65%	減碼
33	XLF	Ss Financial Select Sector	-0.1%	-70.50%	減碼
34	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-35.06%	減碼
35	BSV	Vanguard Short-term Bond ETF	-0.2%	-75.38%	減碼
36	MTUM	Ishares Msci USA Momentum Fa	-0.2%	-57.08%	減碼
37	AMLP	Alerian Mlp ETF	-0.2%	-65.67%	減碼
38	DES	Wisdomtree US Smallcap Divid	-0.2%	-87.22%	減碼
39	IWM	Ishares Russell 2000 ETF	-0.2%	-53.68%	減碼
40	IYR	Ishares US Real Estate ETF	-0.2%	-97.71%	減碼
41	IJK	Ishares S&p Mid-cap 400 Grow	-0.2%	-93.81%	減碼
42	SMH	Vaneck Semiconductor ETF	-0.3%	-92.05%	減碼
43	DFSD	Dimensional Short Duration	-0.3%	-83.88%	減碼
44	AAPL	Apple INC	-0.4%	+1.93%	加碼
45	FTGC	First Trust Global Tactical	-0.4%	-97.81%	減碼
46	VUG	Vanguard Growth ETF	-0.4%	-29.56%	減碼
47	DFAU	Dimensional US Core Equity M	-0.5%	-79.02%	減碼
48	XLK	Ss Technology Select Sector	-0.5%	-69.81%	減碼
49	QQQ	Invesco Qqq Trust Series 1	-0.5%	-30.71%	減碼
50	SHV	Ishares 0-1 Year Treasury Bo	-0.5%	-86.05%	減碼