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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $1,148.04万 | 0.36% | 103,923 | 26,579 | 34.4% | $293.62万 | 加仓 |
| BLK | BLACKROCK INC | $1,140.30万 | 0.36% | 11,857 | 496 | 4.4% | $47.70万 | 加仓 |
| PEP | PEPSICO INC | $1,120.02万 | 0.35% | 72,124 | 2,557 | 3.7% | $39.71万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,115.66万 | 0.35% | 53,119 | 7,301 | 15.9% | $153.34万 | 加仓 |
| MUB | ISHARES TR | $1,029.79万 | 0.33% | 97,013 | 1,137 | 1.2% | $12.07万 | 加仓 |
| PLD | PROLOGIS INC. | $1,009.59万 | 0.32% | 76,380 | 1,248 | 1.7% | $16.50万 | 加仓 |
| BX | BLACKSTONE INC | $967.16万 | 0.31% | 84,108 | 8,758 | 11.6% | $100.71万 | 加仓 |
| CRM | SALESFORCE INC | $964.24万 | 0.31% | 51,655 | 3,435 | 7.1% | $64.12万 | 加仓 |
| RIO | RIO TINTO PLC | $957.21万 | 0.30% | 102,605 | 34 | 0.0% | $3,172 | 加仓 |
| CMCSA | COMCAST CORP NEW | $954.91万 | 0.30% | 332,606 | 30,282 | 10.0% | $86.94万 | 加仓 |
| DE | DEERE & CO | $950.81万 | 0.30% | 16,879 | 1,367 | 8.8% | $77.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $929.46万 | 0.29% | 100,071 | 3,178 | 3.3% | $29.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $896.87万 | 0.28% | 33,145 | 2,017 | 6.5% | $54.58万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $816.26万 | 0.26% | 155,538 | 155,538 | — | $816.26万 | 新建仓 |
| ADBE | ADOBE INC | $787.27万 | 0.25% | 32,387 | 2,501 | 8.4% | $60.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $773.61万 | 0.24% | 39,848 | -1,850 | -4.4% | -$35.92万 | 减仓 |
| GGG | GRACO INC | $771.74万 | 0.24% | 91,168 | -65 | -0.1% | -$5,502 | 减仓 |
| PFE | PFIZER INC | $768.10万 | 0.24% | 273,539 | -12,836 | -4.5% | -$36.04万 | 减仓 |
| SUB | ISHARES TR | $763.99万 | 0.24% | 71,736 | 4,409 | 6.5% | $46.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $737.75万 | 0.23% | 11,344 | 46 | 0.4% | $2.99万 | 加仓 |
| LOW | LOWES COS INC | $733.64万 | 0.23% | 31,050 | -378 | -1.2% | -$8.93万 | 减仓 |
| SYK | STRYKER CORPORATION | $728.76万 | 0.23% | 22,178 | 1,345 | 6.5% | $44.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $721.89万 | 0.23% | 34,891 | -378 | -1.1% | -$7.82万 | 减仓 |
| EQIX | EQUINIX INC | $720.01万 | 0.23% | 7,345 | 268 | 3.8% | $26.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $719.99万 | 0.23% | 14,648 | 586 | 4.2% | $28.80万 | 加仓 |
| KO | COCA COLA CO | $680.82万 | 0.22% | 89,523 | -2,035 | -2.2% | -$15.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $658.18万 | 0.21% | 13,735 | -23 | -0.2% | -$1.10万 | 减仓 |
| SBUX | STARBUCKS CORP | $641.35万 | 0.20% | 71,587 | -3,461 | -4.6% | -$31.01万 | 减仓 |
| NFLX | NETFLIX INC. | $633.68万 | 0.20% | 65,905 | 12,458 | 23.3% | $119.78万 | 加仓 |
| NKE | NIKE INC | $588.91万 | 0.19% | 111,494 | 20,787 | 22.9% | $109.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $519.37万 | 0.16% | 32,396 | 2,971 | 10.1% | $47.63万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $518.27万 | 0.16% | 19,889 | -8 | -0.0% | -$2,085 | 减仓 |
| FSBC | FIVE STAR BANCORP | $515.03万 | 0.16% | 136,539 | 33,538 | 32.6% | $126.51万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $514.59万 | 0.16% | 17,715 | -5,389 | -23.3% | -$156.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $505.44万 | 0.16% | 80,935 | -4,535 | -5.3% | -$28.32万 | 减仓 |
| GEV | GE VERNOVA INC | $503.14万 | 0.16% | 5,764 | -182 | -3.1% | -$15.89万 | 减仓 |
| LIN | LINDE PLC | $502.55万 | 0.16% | 10,137 | 4,044 | 66.4% | $200.49万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $481.33万 | 0.15% | 36,760 | -248 | -0.7% | -$3.25万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $457.02万 | 0.14% | 38,711 | -112,015 | -74.3% | -$1,322.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.14% | 6 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $425.66万 | 0.13% | 82,016 | 6,463 | 8.6% | $33.54万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $416.98万 | 0.13% | 14,932 | 1,521 | 11.3% | $42.47万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $414.13万 | 0.13% | 42,392 | -16,929 | -28.5% | -$165.38万 | 减仓 |
| CAT | CATERPILLAR INC | $400.42万 | 0.13% | 5,652 | -124 | -2.1% | -$8.78万 | 减仓 |
| HSY | HERSHEY CO | $399.36万 | 0.13% | 19,210 | 493 | 2.6% | $10.25万 | 加仓 |
| FISV | FISERV INC | $399.26万 | 0.13% | 71,552 | 13,301 | 22.8% | $74.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $398.89万 | 0.13% | 12,444 | 5,648 | 83.1% | $181.05万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $388.32万 | 0.12% | 85,855 | 4,817 | 5.9% | $21.79万 | 加仓 |
| TFC | TRUIST FINL CORP | $387.00万 | 0.12% | 84,186 | -937 | -1.1% | -$4.31万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $385.60万 | 0.12% | 387,928 | 5,453 | 1.4% | $5.42万 | 加仓 |
| SHM | SPDR SERIES TRUST | $383.14万 | 0.12% | 80,104 | 39,973 | 99.6% | $191.19万 | 加仓 |
| CNXC | CONCENTRIX CORP | $375.46万 | 0.12% | 137,229 | 41 | 0.0% | $1,122 | 加仓 |
| VLO | VALERO ENERGY CORP | $371.53万 | 0.12% | 15,037 | -10 | -0.1% | -$2,471 | 减仓 |
| VV | VANGUARD INDEX FDS | $368.51万 | 0.12% | 12,331 | -146 | -1.2% | -$4.36万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $358.06万 | 0.11% | 76,263 | -1,872 | -2.4% | -$8.79万 | 减仓 |
| TIP | ISHARES TR | $351.67万 | 0.11% | 31,866 | 407 | 1.3% | $4.49万 | 加仓 |
| NOW | SERVICENOW INC | $348.73万 | 0.11% | 33,356 | 4,670 | 16.3% | $48.82万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $344.69万 | 0.11% | 29,056 | -455 | -1.5% | -$5.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $343.40万 | 0.11% | 10,704 | -532 | -4.7% | -$17.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $336.28万 | 0.11% | 12,839 | -61 | -0.5% | -$1.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $320.10万 | 0.10% | 9,327 | 19 | 0.2% | $6,521 | 加仓 |
| FSTR | FOSTER L B CO | $317.73万 | 0.10% | 113,883 | 118 | 0.1% | $3,292 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $309.06万 | 0.10% | 51,899 | -1,671 | -3.1% | -$9.95万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $300.17万 | 0.09% | 93,774 | 30,547 | 48.3% | $97.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $296.86万 | 0.09% | 60,895 | 1,606 | 2.7% | $7.83万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $286.77万 | 0.09% | 10,587 | 8,437 | 392.4% | $228.53万 | 加仓 |
| IJJ | ISHARES TR | $264.09万 | 0.08% | 19,931 | 46 | 0.2% | $6,095 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $261.64万 | 0.08% | 19,687 | 275 | 1.4% | $3.65万 | 加仓 |
| GWW | WW GRAINGER INC | $256.34万 | 0.08% | 2,350 | -97 | -4.0% | -$10.58万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $256.29万 | 0.08% | 103,342 | -480 | -0.5% | -$1.19万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $250.45万 | 0.08% | 14,512 | -14,438 | -49.9% | -$249.17万 | 减仓 |
| IVV | ISHARES TR | $244.56万 | 0.08% | 3,744 | 557 | 17.5% | $36.38万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $233.92万 | 0.07% | 10,213 | 1,023 | 11.1% | $23.43万 | 加仓 |
| VO | VANGUARD INDEX FDS | $232.65万 | 0.07% | 8,101 | 697 | 9.4% | $20.02万 | 加仓 |
| ATI | ATI INC | $232.52万 | 0.07% | 15,985 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $228.97万 | 0.07% | 29,202 | -1,201 | -4.0% | -$9.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $227.18万 | 0.07% | 3,256 | -28 | -0.9% | -$1.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $226.65万 | 0.07% | 3,793 | 220 | 6.2% | $13.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $223.04万 | 0.07% | 34,807 | 7,591 | 27.9% | $48.64万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $220.82万 | 0.07% | 19,919 | 189 | 1.0% | $2.10万 | 加仓 |
| IYW | ISHARES TR | $211.88万 | 0.07% | 11,679 | -15 | -0.1% | -$2,721 | 减仓 |
| BDX | BECTON DICKINSON & CO | $210.34万 | 0.07% | 13,378 | -817 | -5.8% | -$12.85万 | 减仓 |
| ZTS | ZOETIS INC | $207.73万 | 0.07% | 17,573 | 12,780 | 266.6% | $151.07万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $202.27万 | 0.06% | 10,318 | -603 | -5.5% | -$11.82万 | 减仓 |
| USHY | ISHARES TR | $201.63万 | 0.06% | 54,730 | 3,396 | 6.6% | $12.51万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $196.44万 | 0.06% | 59,402 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $195.13万 | 0.06% | 39,806 | -2,832 | -6.6% | -$13.88万 | 减仓 |
| PWR | QUANTA SVCS INC | $194.52万 | 0.06% | 3,543 | -1,757 | -33.2% | -$96.46万 | 减仓 |
| IR | INGERSOLL RAND INC | $192.26万 | 0.06% | 23,997 | -755 | -3.1% | -$6.05万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $190.39万 | 0.06% | 21,122 | -1,346 | -6.0% | -$12.13万 | 减仓 |
| PSX | PHILLIPS 66 | $188.16万 | 0.06% | 10,328 | -74 | -0.7% | -$1.35万 | 减仓 |
| FLO | FLOWERS FOODS INC | $181.80万 | 0.06% | 223,073 | -1,707 | -0.8% | -$1.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $181.60万 | 0.06% | 8,444 | -719 | -7.8% | -$15.46万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $175.19万 | 0.06% | 28,885 | -1,272 | -4.2% | -$7.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $173.00万 | 0.05% | 2,045 | 7 | 0.3% | $5,922 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $168.39万 | 0.05% | 35,044 | -54 | -0.2% | -$2,595 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $158.43万 | 0.05% | 33,332 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $154.58万 | 0.05% | 5,238 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $144.59万 | 0.05% | 29,836 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $141.04万 | 0.04% | 5,179 | -135 | -2.5% | -$3.68万 | 减仓 |