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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $318.78万 | 0.09% | 54,048 | 2,149 | 4.1% | $12.67万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $324.51万 | 0.09% | 127,558 | 24,216 | 23.4% | $61.61万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $327.73万 | 0.09% | 9,252 | -75 | -0.8% | -$2.66万 | 减仓 |
| HSY | HERSHEY CO | $333.94万 | 0.09% | 19,033 | -177 | -0.9% | -$3.11万 | 减仓 |
| KO | COCA COLA CO | $342.49万 | 0.09% | 42,143 | -47,380 | -52.9% | -$385.05万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $346.11万 | 0.09% | 80,156 | -5,699 | -6.6% | -$24.61万 | 减仓 |
| NOW | SERVICENOW INC | $347.48万 | 0.09% | 35,000 | 1,644 | 4.9% | $16.32万 | 加仓 |
| BAC | BANK OF AMER CORP | $351.33万 | 0.09% | 61,659 | 764 | 1.3% | $4.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $353.53万 | 0.09% | 18,556 | -1,131 | -5.7% | -$21.55万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $370.85万 | 0.10% | 79,225 | 2,962 | 3.9% | $13.87万 | 加仓 |
| VLO | VALERO ENERGY CORP | $372.58万 | 0.10% | 14,306 | -731 | -4.9% | -$19.04万 | 减仓 |
| TIP | ISHARES TR | $374.14万 | 0.10% | 34,190 | 2,324 | 7.3% | $25.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $380.71万 | 0.10% | 32,631 | 31,135 | 2,081.2% | $363.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $380.92万 | 0.10% | 10,294 | -410 | -3.8% | -$15.17万 | 减仓 |
| TFC | TRUIST FINL CORP | $380.95万 | 0.10% | 76,465 | -7,721 | -9.2% | -$38.47万 | 减仓 |
| SHM | SPDR SERIES TRUST | $384.26万 | 0.10% | 80,113 | 9 | 0.0% | $432 | 加仓 |
| VB | VANGUARD INDEX FDS | $388.02万 | 0.10% | 12,801 | -38 | -0.3% | -$1.15万 | 减仓 |
| CNXC | CONCENTRIX CORP | $389.28万 | 0.10% | 173,745 | 36,516 | 26.6% | $81.81万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $391.06万 | 0.10% | 115,019 | 21,245 | 22.7% | $72.23万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $391.53万 | 0.10% | 36,276 | -6,116 | -14.4% | -$66.01万 | 减仓 |
| INTC | INTEL CORP | $402.27万 | 0.11% | 28,809 | -161 | -0.6% | -$2.25万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $407.66万 | 0.11% | 385,675 | -2,253 | -0.6% | -$2.38万 | 减仓 |
| VV | VANGUARD INDEX FDS | $413.69万 | 0.11% | 12,029 | -302 | -2.4% | -$10.39万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $414.53万 | 0.11% | 16,690 | 1,758 | 11.8% | $43.66万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $414.84万 | 0.11% | 28,687 | -369 | -1.3% | -$5.34万 | 减仓 |
| FISV | FISERV INC | $442.97万 | 0.12% | 90,309 | 18,757 | 26.2% | $92.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.12% | 6 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $452.01万 | 0.12% | 35,710 | -1,050 | -2.9% | -$13.29万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $457.64万 | 0.12% | 15,610 | -2,105 | -11.9% | -$61.71万 | 减仓 |
| FSTR | FOSTER L B CO | $514.40万 | 0.14% | 113,882 | -1 | -0.0% | -$45 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $515.31万 | 0.14% | 14,966 | 2,522 | 20.3% | $86.84万 | 加仓 |
| NFLX | NETFLIX INC. | $531.92万 | 0.14% | 74,498 | 8,593 | 13.0% | $61.35万 | 加仓 |
| PSA | PUBLIC STORAGE | $533.41万 | 0.14% | 16,758 | 6,171 | 58.3% | $196.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $539.26万 | 0.14% | 77,148 | -3,787 | -4.7% | -$26.47万 | 减仓 |
| APH | AMPHENOL CORP | $547.51万 | 0.15% | 31,052 | 28,700 | 1,220.2% | $506.04万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $551.81万 | 0.15% | 19,828 | -61 | -0.3% | -$1.70万 | 减仓 |
| NKE | NIKE INC | $555.08万 | 0.15% | 135,221 | 23,727 | 21.3% | $97.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $564.67万 | 0.15% | 34,065 | -826 | -2.4% | -$13.69万 | 减仓 |
| BXP | BXP INC | $568.56万 | 0.15% | 85,743 | 3,727 | 4.5% | $24.71万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $594.48万 | 0.16% | 35,823 | -2,888 | -7.5% | -$47.93万 | 减仓 |
| LIN | LINDE PLC | $598.18万 | 0.16% | 11,527 | 1,390 | 13.7% | $72.13万 | 加仓 |
| CAT | CATERPILLAR INC | $603.37万 | 0.16% | 5,666 | 14 | 0.2% | $1.49万 | 加仓 |
| QCOM | QUALCOMM INC | $629.26万 | 0.17% | 34,053 | -58,630 | -63.3% | -$1,083.41万 | 减仓 |
| PFE | PFIZER INC | $653.55万 | 0.17% | 271,406 | -2,133 | -0.8% | -$5.14万 | 减仓 |
| GEV | GE VERNOVA INC | $658.86万 | 0.18% | 5,608 | -156 | -2.7% | -$18.33万 | 减仓 |
| ADBE | ADOBE INC | $661.71万 | 0.18% | 32,275 | -112 | -0.3% | -$2.30万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $667.35万 | 0.18% | 137,061 | 522 | 0.4% | $2.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $670.37万 | 0.18% | 13,397 | -338 | -2.5% | -$16.91万 | 减仓 |
| LOW | LOWES COS INC | $670.59万 | 0.18% | 30,414 | -636 | -2.0% | -$14.02万 | 减仓 |
| GGG | GRACO INC | $688.76万 | 0.18% | 91,094 | -74 | -0.1% | -$5,595 | 减仓 |
| SBUX | STARBUCKS CORP | $713.12万 | 0.19% | 69,784 | -1,803 | -2.5% | -$18.42万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $740.04万 | 0.20% | 59,470 | -1,229 | -2.0% | -$15.29万 | 减仓 |
| KLAC | KLA CORP | $742.39万 | 0.20% | 24,606 | 22,106 | 884.2% | $666.96万 | 加仓 |
| SYK | STRYKER CORPORATION | $743.83万 | 0.20% | 23,626 | 1,448 | 6.5% | $45.59万 | 加仓 |
| EQIX | EQUINIX INC | $751.48万 | 0.20% | 7,209 | -136 | -1.9% | -$14.18万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $766.88万 | 0.21% | 34,688 | 34,688 | — | $766.88万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $771.94万 | 0.21% | 15,397 | 749 | 5.1% | $37.55万 | 加仓 |
| HON | HONEYWELL INTL INC | $777.64万 | 0.21% | 34,732 | -33,203 | -48.9% | -$743.40万 | 减仓 |
| CRM | SALESFORCE INC | $792.12万 | 0.21% | 50,563 | -1,092 | -2.1% | -$17.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $856.17万 | 0.23% | 11,465 | 121 | 1.1% | $9.04万 | 加仓 |
| SUB | ISHARES TR | $858.64万 | 0.23% | 80,646 | 8,910 | 12.4% | $94.86万 | 加仓 |
| PEP | PEPSICO INC | $879.34万 | 0.24% | 64,944 | -7,180 | -10.0% | -$97.22万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $907.46万 | 0.24% | 369,639 | 37,033 | 11.1% | $90.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $912.54万 | 0.24% | 103,969 | 3,898 | 3.9% | $34.21万 | 加仓 |
| RIO | RIO TINTO PLC | $954.07万 | 0.26% | 100,502 | -2,103 | -2.0% | -$19.96万 | 减仓 |
| PLD | PROLOGIS INC. | $1,007.52万 | 0.27% | 74,372 | -2,008 | -2.6% | -$27.20万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,039.93万 | 0.28% | 62,000 | 8,881 | 16.7% | $148.96万 | 加仓 |
| BX | BLACKSTONE INC | $1,053.36万 | 0.28% | 89,518 | 5,410 | 6.4% | $63.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,058.48万 | 0.28% | 116,649 | 1,455 | 1.3% | $13.20万 | 加仓 |
| MUB | ISHARES TR | $1,078.87万 | 0.29% | 100,248 | 3,235 | 3.3% | $34.82万 | 加仓 |
| SHEL | SHELL PLC | $1,079.63万 | 0.29% | 139,235 | 4,310 | 3.2% | $33.42万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,127.12万 | 0.30% | 108,419 | 4,310 | 4.1% | $44.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,134.75万 | 0.30% | 38,070 | -1,778 | -4.5% | -$53.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,148.49万 | 0.31% | 33,678 | 1,282 | 4.0% | $43.72万 | 加仓 |
| DE | DEERE & CO | $1,161.28万 | 0.31% | 18,307 | 1,428 | 8.5% | $90.58万 | 加仓 |
| BLK | BLACKROCK INC | $1,184.35万 | 0.32% | 12,317 | 460 | 3.9% | $44.23万 | 加仓 |
| UTL | UNITIL CORP | $1,283.39万 | 0.34% | 243,573 | 243,573 | — | $1,283.39万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,322.66万 | 0.35% | 69,438 | 1,108 | 1.6% | $21.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,374.00万 | 0.37% | 33,058 | -87 | -0.3% | -$3.62万 | 减仓 |
| TSLA | TESLA INC | $1,400.56万 | 0.37% | 33,299 | 1,232 | 3.8% | $51.82万 | 加仓 |
| SO | SOUTHERN CO | $1,419.54万 | 0.38% | 148,316 | 1,892 | 1.3% | $18.11万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,478.83万 | 0.40% | 32,235 | -472 | -1.4% | -$21.65万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1,502.47万 | 0.40% | 98,827 | 2,358 | 2.4% | $35.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,508.62万 | 0.40% | 102,879 | 2,608 | 2.6% | $38.24万 | 加仓 |
| DIS | DISNEY WALT CO | $1,515.76万 | 0.41% | 157,482 | 6,134 | 4.1% | $59.04万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,516.05万 | 0.41% | 121,517 | 17,594 | 16.9% | $219.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,594.81万 | 0.43% | 89,476 | 5,101 | 6.0% | $90.92万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $1,607.43万 | 0.43% | 82,247 | -1,456 | -1.7% | -$28.46万 | 减仓 |
| MRK | MERCK & CO INC | $1,616.60万 | 0.43% | 125,805 | -7,208 | -5.4% | -$92.62万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,641.68万 | 0.44% | 31,964 | 761 | 2.4% | $39.09万 | 加仓 |
| — | EXXON MOBIL CORP | $1,656.75万 | 0.44% | 121,178 | -6,077 | -4.8% | -$83.09万 | 减仓 |
| UNP | UNION PAC CORP | $1,678.95万 | 0.45% | 61,726 | 1,266 | 2.1% | $34.44万 | 加仓 |
| PPLI | PEOPLE INC | $1,697.45万 | 0.45% | 367,731 | -1,495 | -0.4% | -$6.90万 | 减仓 |
| GOOGL | ALPHABET INC | $1,717.96万 | 0.46% | 48,072 | -415 | -0.9% | -$14.83万 | 减仓 |
| LLY | ELI LILLY & CO | $1,791.60万 | 0.48% | 14,937 | 816 | 5.8% | $97.87万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,811.45万 | 0.48% | 36,881 | 1,178 | 3.3% | $57.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,811.80万 | 0.48% | 82,939 | 4,074 | 5.2% | $89.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,818.93万 | 0.49% | 19,444 | 179 | 0.9% | $16.74万 | 加仓 |
| AMGN | AMGEN INC | $1,830.61万 | 0.49% | 50,553 | -500 | -1.0% | -$18.11万 | 减仓 |
| FN | FABRINET | $1,832.94万 | 0.49% | 32,610 | -25,722 | -44.1% | -$1,445.78万 | 减仓 |