Bragg Financial Advisors, Inc
CHARLOTTE NC · SEC CIK 0001327055
$37.37亿2026Q2 申报市值
363持仓数
18.6%前十大占比 · 第一大 2.8%
11 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VNT 新建仓+$3,550.07万
UGI 加仓+$1,417.78万
JBTM 加仓+$1,407.70万
UTL 新建仓+$1,283.39万
NTB 加仓+$1,281.40万
2026Q2 卖出最多 按季末市值估算
VSH 减仓-$4,940.31万
CSG SYS INTL INC 清仓-$2,711.79万
SYNA 减仓-$1,487.77万
FN 减仓-$1,445.78万
QCOM 减仓-$1,083.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VDC | VANGUARD WORLD FD | $59.57万 | 0.02% | 2,642 | -359 | -12.0% | -$8.10万 | 减仓 |
| ACWX | ISHARES TR | $60.45万 | 0.02% | 7,943 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $60.54万 | 0.02% | 6,014 | -78 | -1.3% | -$7,852 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $61.03万 | 0.02% | 5,275 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.76万 | 0.02% | 892 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $62.93万 | 0.02% | 18,084 | -515 | -2.8% | -$1.79万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $63.10万 | 0.02% | 7,663 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $63.28万 | 0.02% | 1,521 | -160 | -9.5% | -$6.66万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $64.26万 | 0.02% | 28,804 | 5,010 | 21.1% | $11.18万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $65.25万 | 0.02% | 24,621 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.25万 | 0.02% | 11,384 | 802 | 7.6% | $4.67万 | 加仓 |
| FTV | FORTIVE CORP | $66.56万 | 0.02% | 10,896 | 370 | 3.5% | $2.26万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.24万 | 0.02% | 4,255 | -127 | -2.9% | -$2.01万 | 减仓 |
| D | DOMINION ENERGY INC | $67.82万 | 0.02% | 9,931 | 1,006 | 11.3% | $6.87万 | 加仓 |
| BA | BOEING CO | $68.32万 | 0.02% | 3,156 | -100 | -3.1% | -$2.16万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $68.49万 | 0.02% | 12,775 | -444 | -3.4% | -$2.38万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $68.72万 | 0.02% | 20,538 | 467 | 2.3% | $1.56万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $69.23万 | 0.02% | 11,970 | -27 | -0.2% | -$1,562 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $70.93万 | 0.02% | 7,687 | -128 | -1.6% | -$1.18万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $71.03万 | 0.02% | 7,154 | -1,887 | -20.9% | -$18.74万 | 减仓 |
| ALLE | ALLEGION PLC | $71.97万 | 0.02% | 5,123 | -80 | -1.5% | -$1.12万 | 减仓 |
| IWS | ISHARES TR | $72.05万 | 0.02% | 4,377 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $72.07万 | 0.02% | 5,804 | -1,508 | -20.6% | -$18.72万 | 减仓 |
| IWP | ISHARES TR | $72.68万 | 0.02% | 4,964 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $72.83万 | 0.02% | 989 | -258 | -20.7% | -$19.00万 | 减仓 |
| SYY | SYSCO CORP | $76.80万 | 0.02% | 9,189 | -622 | -6.3% | -$5.20万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $77.02万 | 0.02% | 7,474 | 767 | 11.4% | $7.90万 | 加仓 |
| YUM | YUM BRANDS INC | $80.25万 | 0.02% | 5,020 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $82.37万 | 0.02% | 2,074 | 17 | 0.8% | $6,752 | 加仓 |
| NUSC | NUSHARES ETF TR | $82.96万 | 0.02% | 15,918 | -441 | -2.7% | -$2.30万 | 减仓 |
| IJH | ISHARES TR | $84.91万 | 0.02% | 11,011 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $84.95万 | 0.02% | 20,064 | 1,712 | 9.3% | $7.25万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $86.84万 | 0.02% | 11,839 | 24 | 0.2% | $1,760 | 加仓 |
| BALL | BALL CORP | $88.20万 | 0.02% | 14,134 | -465 | -3.2% | -$2.90万 | 减仓 |
| EFA | ISHARES TR | $89.88万 | 0.02% | 8,652 | -52 | -0.6% | -$5,402 | 减仓 |
| IWR | ISHARES TR | $90.84万 | 0.02% | 8,234 | 685 | 9.1% | $7.56万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $94.61万 | 0.03% | 6,975 | -14,751 | -67.9% | -$200.08万 | 减仓 |
| TFI | SPDR SERIES TRUST | $96.01万 | 0.03% | 20,962 | 3,287 | 18.6% | $15.05万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $96.41万 | 0.03% | 4,305 | -131 | -3.0% | -$2.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.64万 | 0.03% | 11,695 | -234 | -2.0% | -$1.93万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $98.16万 | 0.03% | 10,179 | -1,231 | -10.8% | -$11.87万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $104.93万 | 0.03% | 6,425 | -883 | -12.1% | -$14.42万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $104.99万 | 0.03% | 2,833 | -55 | -1.9% | -$2.04万 | 减仓 |
| ESGD | ISHARES TR | $106.74万 | 0.03% | 10,382 | -173 | -1.6% | -$1.78万 | 减仓 |
| AFL | AFLAC INC | $107.98万 | 0.03% | 9,209 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $108.06万 | 0.03% | 20,004 | 20,004 | — | $108.06万 | 新建仓 |
| MMM | 3M CO | $111.55万 | 0.03% | 6,889 | -63 | -0.9% | -$1.02万 | 减仓 |
| ESML | ISHARES TR | $115.94万 | 0.03% | 20,730 | -764 | -3.6% | -$4.27万 | 减仓 |
| COKE | COCA COLA CONS INC | $116.71万 | 0.03% | 6,113 | -250 | -3.9% | -$4.77万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $119.66万 | 0.03% | 19,584 | -575 | -2.9% | -$3.51万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $122.18万 | 0.03% | 30,041 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $125.99万 | 0.03% | 3,672 | -118 | -3.1% | -$4.05万 | 减仓 |
| IJR | ISHARES TR | $126.10万 | 0.03% | 8,502 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $126.38万 | 0.03% | 9,557 | -256 | -2.6% | -$3.39万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $128.05万 | 0.03% | 13,967 | -587 | -4.0% | -$5.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $131.32万 | 0.04% | 22,000 | -1,939 | -8.1% | -$11.57万 | 减仓 |
| MUNI | PIMCO ETF TR | $133.90万 | 0.04% | 25,457 | 13,471 | 112.4% | $70.86万 | 加仓 |
| VHT | VANGUARD WORLD FD | $137.34万 | 0.04% | 4,593 | -586 | -11.3% | -$17.52万 | 减仓 |
| IJK | ISHARES TR | $138.72万 | 0.04% | 11,806 | -48 | -0.4% | -$5,640 | 减仓 |
| IWM | ISHARES TR | $143.56万 | 0.04% | 4,778 | 396 | 9.0% | $11.90万 | 加仓 |
| IJT | ISHARES TR | $147.93万 | 0.04% | 8,283 | -28 | -0.3% | -$5,000 | 减仓 |
| IJS | ISHARES TR | $149.09万 | 0.04% | 10,908 | -150 | -1.4% | -$2.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $149.48万 | 0.04% | 1,295 | 100 | 8.4% | $11.54万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $150.27万 | 0.04% | 34,348 | 34,348 | — | $150.27万 | 新建仓 |
| IWO | ISHARES TR | $151.36万 | 0.04% | 3,842 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $151.87万 | 0.04% | 26,357 | -2,528 | -8.8% | -$14.57万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $152.52万 | 0.04% | 3,535 | 113 | 3.3% | $4.88万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $156.47万 | 0.04% | 7,138 | 249 | 3.6% | $5.46万 | 加仓 |
| ZTS | ZOETIS INC | $160.76万 | 0.04% | 22,371 | 4,798 | 27.3% | $34.48万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $164.13万 | 0.04% | 29,836 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $171.20万 | 0.05% | 11,313 | -2,065 | -15.4% | -$31.25万 | 减仓 |
| PSX | PHILLIPS 66 | $172.46万 | 0.05% | 10,202 | -126 | -1.2% | -$2.13万 | 减仓 |
| EXC | EXELON CORP | $173.69万 | 0.05% | 37,258 | -2,548 | -6.4% | -$11.88万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $174.14万 | 0.05% | 4,503 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $175.20万 | 0.05% | 36,176 | 1,132 | 3.2% | $5.48万 | 加仓 |
| FLO | FLOWERS FOODS INC | $176.23万 | 0.05% | 223,073 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $176.73万 | 0.05% | 32,710 | -622 | -1.9% | -$3.36万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $177.42万 | 0.05% | 5,238 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $188.27万 | 0.05% | 26,091 | 26,091 | — | $188.27万 | 新建仓 |
| CNC | CENTENE CORP DEL | $192.57万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $194.49万 | 0.05% | 23,721 | -276 | -1.2% | -$2.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $196.37万 | 0.05% | 8,299 | -145 | -1.7% | -$3.43万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $206.83万 | 0.06% | 2,045 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $208.13万 | 0.06% | 10,103 | -215 | -2.1% | -$4.43万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $211.22万 | 0.06% | 19,716 | -203 | -1.0% | -$2.17万 | 减仓 |
| USHY | ISHARES TR | $220.49万 | 0.06% | 59,561 | 4,831 | 8.8% | $17.88万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $221.88万 | 0.06% | 19,516 | -1,606 | -7.6% | -$18.26万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $233.94万 | 0.06% | 30,027 | 825 | 2.8% | $6.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $240.05万 | 0.06% | 33,691 | -1,116 | -3.2% | -$7.95万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $242.60万 | 0.06% | 59,402 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $257.05万 | 0.07% | 3,570 | 27 | 0.8% | $1.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $258.38万 | 0.07% | 32,069 | -335 | -1.0% | -$2.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $268.06万 | 0.07% | 3,903 | 110 | 2.9% | $7.55万 | 加仓 |
| IVV | ISHARES TR | $276.57万 | 0.07% | 3,693 | -51 | -1.4% | -$3.82万 | 减仓 |
| IJJ | ISHARES TR | $291.68万 | 0.08% | 19,744 | -187 | -0.9% | -$2.76万 | 减仓 |
| IYW | ISHARES TR | $292.97万 | 0.08% | 11,615 | -64 | -0.5% | -$1.61万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $300.63万 | 0.08% | 10,450 | 237 | 2.3% | $6.82万 | 加仓 |
| GWW | WW GRAINGER INC | $302.42万 | 0.08% | 2,223 | -127 | -5.4% | -$17.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $308.10万 | 0.08% | 25,778 | -270 | -1.0% | -$3.23万 | 减仓 |
| ATI | ATI INC | $315.06万 | 0.08% | 15,985 | 0 | 0.0% | — | 不变 |