Bragg Financial Advisors, Inc
CHARLOTTE NC · SEC CIK 0001327055
$31.61亿2026Q1 申报市值
362持仓数
17.1%前十大占比 · 第一大 2.4%
19 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FAF 新建仓+$2,688.89万
TEX 新建仓+$2,544.49万
DORM 新建仓+$2,528.60万
PLUS 加仓+$953.67万
NTB 新建仓+$816.26万
2026Q1 卖出最多 按季末市值估算
REV GROUP INC 清仓-$3,492.26万
ECG 减仓-$1,322.45万
QORVO INC 减仓-$1,078.10万
IDCC 减仓-$802.87万
VSEC 减仓-$584.64万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | $54.97万 | 0.02% | 7,663 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $55.03万 | 0.02% | 892 | -7 | -0.8% | -$4,319 | 减仓 |
| D | DOMINION ENERGY INC | $55.17万 | 0.02% | 8,925 | -831 | -8.5% | -$5.14万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.80万 | 0.02% | 7,039 | 849 | 13.7% | $6.73万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $56.17万 | 0.02% | 3,422 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $56.20万 | 0.02% | 1,800 | -8 | -0.4% | -$2,498 | 减仓 |
| FTV | FORTIVE CORP | $58.19万 | 0.02% | 10,526 | -464 | -4.2% | -$2.56万 | 减仓 |
| SGOV | ISHARES TR | $61.32万 | 0.02% | 6,092 | 1,944 | 46.9% | $19.57万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $61.95万 | 0.02% | 10,582 | 352 | 3.4% | $2.06万 | 加仓 |
| MUNI | PIMCO ETF TR | $62.55万 | 0.02% | 11,986 | 1,900 | 18.8% | $9.92万 | 加仓 |
| IWP | ISHARES TR | $63.60万 | 0.02% | 4,964 | 13 | 0.3% | $1,666 | 加仓 |
| IWS | ISHARES TR | $63.79万 | 0.02% | 4,377 | 63 | 1.5% | $9,182 | 加仓 |
| BA | BOEING CO | $64.80万 | 0.02% | 3,256 | 33 | 1.0% | $6,568 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.90万 | 0.02% | 4,382 | -160 | -3.5% | -$2.37万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $65.26万 | 0.02% | 13,219 | 565 | 4.5% | $2.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $65.44万 | 0.02% | 2,057 | 53 | 2.6% | $1.69万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $65.52万 | 0.02% | 24,621 | 4,578 | 22.8% | $12.18万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $66.53万 | 0.02% | 11,815 | -398 | -3.3% | -$2.24万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $66.98万 | 0.02% | 6,707 | 530 | 8.6% | $5.29万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $67.32万 | 0.02% | 20,071 | 3,555 | 21.5% | $11.92万 | 加仓 |
| VDC | VANGUARD WORLD FD | $67.40万 | 0.02% | 3,001 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $69.15万 | 0.02% | 11,997 | -25 | -0.2% | -$1,441 | 减仓 |
| GIS | GENERAL MILLS INC | $69.23万 | 0.02% | 18,599 | -540 | -2.8% | -$2.01万 | 减仓 |
| SYY | SYSCO CORP | $69.98万 | 0.02% | 9,811 | -150 | -1.5% | -$1.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $71.97万 | 0.02% | 1,247 | -31 | -2.4% | -$1.79万 | 减仓 |
| T | AT&T INC | $72.64万 | 0.02% | 25,056 | -218 | -0.9% | -$6,320 | 减仓 |
| IWR | ISHARES TR | $73.40万 | 0.02% | 7,549 | -4 | -0.1% | -$389 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $73.45万 | 0.02% | 7,815 | -30 | -0.4% | -$2,819 | 减仓 |
| NUSC | NUSHARES ETF TR | $73.71万 | 0.02% | 16,359 | 896 | 5.8% | $4.04万 | 加仓 |
| IJH | ISHARES TR | $74.36万 | 0.02% | 11,011 | 20 | 0.2% | $1,351 | 加仓 |
| ALLE | ALLEGION PLC | $75.59万 | 0.02% | 5,203 | -301 | -5.5% | -$4.37万 | 减仓 |
| IWF | ISHARES TR | $77.95万 | 0.02% | 1,828 | 1 | 0.1% | $426 | 加仓 |
| YUM | YUM BRANDS INC | $78.05万 | 0.02% | 5,020 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $80.14万 | 0.03% | 17,675 | 11,356 | 179.7% | $51.49万 | 加仓 |
| VSEC | VSE CORP | $80.73万 | 0.03% | 4,378 | -31,705 | -87.9% | -$584.64万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $84.32万 | 0.03% | 7,308 | -2,691 | -26.9% | -$31.05万 | 减仓 |
| EFA | ISHARES TR | $84.54万 | 0.03% | 8,704 | -80 | -0.9% | -$7,770 | 减仓 |
| BALL | BALL CORP | $86.29万 | 0.03% | 14,599 | 1,092 | 8.1% | $6.45万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $90.13万 | 0.03% | 4,436 | -168 | -3.6% | -$3.41万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $90.49万 | 0.03% | 9,041 | -26,059 | -74.2% | -$260.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.13万 | 0.03% | 18,352 | -6,935 | -27.4% | -$34.81万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $94.46万 | 0.03% | 2,888 | 21 | 0.7% | $6,868 | 加仓 |
| WFC | WELLS FARGO & CO | $94.96万 | 0.03% | 11,929 | -361 | -2.9% | -$2.87万 | 减仓 |
| PPG | PPG INDS INC | $95.50万 | 0.03% | 8,935 | -12,330 | -58.0% | -$131.78万 | 减仓 |
| CNC | CENTENE CORP DEL | $98.22万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $99.50万 | 0.03% | 21,726 | -1,013 | -4.5% | -$4.64万 | 减仓 |
| ESGD | ISHARES TR | $100.93万 | 0.03% | 10,555 | 380 | 3.7% | $3.63万 | 加仓 |
| MMM | 3M CO | $100.97万 | 0.03% | 6,952 | -3 | -0.0% | -$436 | 减仓 |
| AFL | AFLAC INC | $101.03万 | 0.03% | 9,209 | -18 | -0.2% | -$1,975 | 减仓 |
| ESML | ISHARES TR | $101.06万 | 0.03% | 21,494 | 463 | 2.2% | $2.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $101.21万 | 0.03% | 11,410 | -141 | -1.2% | -$1.25万 | 减仓 |
| IJR | ISHARES TR | $105.69万 | 0.03% | 8,502 | -92 | -1.1% | -$1.14万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $106.90万 | 0.03% | 20,159 | 100 | 0.5% | $5,303 | 加仓 |
| IWM | ISHARES TR | $108.67万 | 0.03% | 4,382 | -126 | -2.8% | -$3.12万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $109.92万 | 0.03% | 30,041 | -1,300 | -4.1% | -$4.76万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $110.17万 | 0.03% | 9,813 | 337 | 3.6% | $3.78万 | 加仓 |
| V | VISA INC | $114.55万 | 0.04% | 3,790 | 141 | 3.9% | $4.26万 | 加仓 |
| IJK | ISHARES TR | $119.28万 | 0.04% | 11,854 | 33 | 0.3% | $3,320 | 加仓 |
| IJT | ISHARES TR | $120.26万 | 0.04% | 8,311 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $120.57万 | 0.04% | 3,842 | 9 | 0.2% | $2,824 | 加仓 |
| COKE | COCA COLA CONS INC | $122.00万 | 0.04% | 6,363 | -400 | -5.9% | -$7.67万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $124.04万 | 0.04% | 14,554 | -746 | -4.9% | -$6.36万 | 减仓 |
| INTC | INTEL CORP | $127.85万 | 0.04% | 28,970 | -200 | -0.7% | -$8,826 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.39万 | 0.04% | 23,939 | 895 | 3.9% | $4.84万 | 加仓 |
| IJS | ISHARES TR | $130.98万 | 0.04% | 11,058 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $131.83万 | 0.04% | 4,503 | 3 | 0.1% | $878 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $140.39万 | 0.04% | 6,889 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $141.04万 | 0.04% | 5,179 | -135 | -2.5% | -$3.68万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $144.59万 | 0.05% | 29,836 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $154.58万 | 0.05% | 5,238 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $158.43万 | 0.05% | 33,332 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $168.39万 | 0.05% | 35,044 | -54 | -0.2% | -$2,595 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $173.00万 | 0.05% | 2,045 | 7 | 0.3% | $5,922 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $175.19万 | 0.06% | 28,885 | -1,272 | -4.2% | -$7.71万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $181.60万 | 0.06% | 8,444 | -719 | -7.8% | -$15.46万 | 减仓 |
| FLO | FLOWERS FOODS INC | $181.80万 | 0.06% | 223,073 | -1,707 | -0.8% | -$1.39万 | 减仓 |
| PSX | PHILLIPS 66 | $188.16万 | 0.06% | 10,328 | -74 | -0.7% | -$1.35万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $190.39万 | 0.06% | 21,122 | -1,346 | -6.0% | -$12.13万 | 减仓 |
| IR | INGERSOLL RAND INC | $192.26万 | 0.06% | 23,997 | -755 | -3.1% | -$6.05万 | 减仓 |
| PWR | QUANTA SVCS INC | $194.52万 | 0.06% | 3,543 | -1,757 | -33.2% | -$96.46万 | 减仓 |
| EXC | EXELON CORP | $195.13万 | 0.06% | 39,806 | -2,832 | -6.6% | -$13.88万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $196.44万 | 0.06% | 59,402 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $201.63万 | 0.06% | 54,730 | 3,396 | 6.6% | $12.51万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $202.27万 | 0.06% | 10,318 | -603 | -5.5% | -$11.82万 | 减仓 |
| ZTS | ZOETIS INC | $207.73万 | 0.07% | 17,573 | 12,780 | 266.6% | $151.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $210.34万 | 0.07% | 13,378 | -817 | -5.8% | -$12.85万 | 减仓 |
| IYW | ISHARES TR | $211.88万 | 0.07% | 11,679 | -15 | -0.1% | -$2,721 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $220.82万 | 0.07% | 19,919 | 189 | 1.0% | $2.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $223.04万 | 0.07% | 34,807 | 7,591 | 27.9% | $48.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $226.65万 | 0.07% | 3,793 | 220 | 6.2% | $13.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $227.18万 | 0.07% | 3,256 | -28 | -0.9% | -$1.95万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $228.97万 | 0.07% | 29,202 | -1,201 | -4.0% | -$9.42万 | 减仓 |
| ATI | ATI INC | $232.52万 | 0.07% | 15,985 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $232.65万 | 0.07% | 8,101 | 697 | 9.4% | $20.02万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $233.92万 | 0.07% | 10,213 | 1,023 | 11.1% | $23.43万 | 加仓 |
| IVV | ISHARES TR | $244.56万 | 0.08% | 3,744 | 557 | 17.5% | $36.38万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $250.45万 | 0.08% | 14,512 | -14,438 | -49.9% | -$249.17万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $256.29万 | 0.08% | 103,342 | -480 | -0.5% | -$1.19万 | 减仓 |
| GWW | WW GRAINGER INC | $256.34万 | 0.08% | 2,350 | -97 | -4.0% | -$10.58万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $261.64万 | 0.08% | 19,687 | 275 | 1.4% | $3.65万 | 加仓 |