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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $174.14万 | 0.05% | 4,503 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $173.69万 | 0.05% | 37,258 | -2,548 | -6.4% | -$11.88万 | 减仓 |
| PSX | PHILLIPS 66 | $172.46万 | 0.05% | 10,202 | -126 | -1.2% | -$2.13万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $171.20万 | 0.05% | 11,313 | -2,065 | -15.4% | -$31.25万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $164.13万 | 0.04% | 29,836 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $160.76万 | 0.04% | 22,371 | 4,798 | 27.3% | $34.48万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $156.47万 | 0.04% | 7,138 | 249 | 3.6% | $5.46万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $152.52万 | 0.04% | 3,535 | 113 | 3.3% | $4.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $151.87万 | 0.04% | 26,357 | -2,528 | -8.8% | -$14.57万 | 减仓 |
| IWO | ISHARES TR | $151.36万 | 0.04% | 3,842 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $150.27万 | 0.04% | 34,348 | 34,348 | — | $150.27万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $149.48万 | 0.04% | 1,295 | 100 | 8.4% | $11.54万 | 加仓 |
| IJS | ISHARES TR | $149.09万 | 0.04% | 10,908 | -150 | -1.4% | -$2.05万 | 减仓 |
| IJT | ISHARES TR | $147.93万 | 0.04% | 8,283 | -28 | -0.3% | -$5,000 | 减仓 |
| IWM | ISHARES TR | $143.56万 | 0.04% | 4,778 | 396 | 9.0% | $11.90万 | 加仓 |
| IJK | ISHARES TR | $138.72万 | 0.04% | 11,806 | -48 | -0.4% | -$5,640 | 减仓 |
| VHT | VANGUARD WORLD FD | $137.34万 | 0.04% | 4,593 | -586 | -11.3% | -$17.52万 | 减仓 |
| MUNI | PIMCO ETF TR | $133.90万 | 0.04% | 25,457 | 13,471 | 112.4% | $70.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $131.32万 | 0.04% | 22,000 | -1,939 | -8.1% | -$11.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $128.05万 | 0.03% | 13,967 | -587 | -4.0% | -$5.38万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $126.38万 | 0.03% | 9,557 | -256 | -2.6% | -$3.39万 | 减仓 |
| IJR | ISHARES TR | $126.10万 | 0.03% | 8,502 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $125.99万 | 0.03% | 3,672 | -118 | -3.1% | -$4.05万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $122.18万 | 0.03% | 30,041 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $119.66万 | 0.03% | 19,584 | -575 | -2.9% | -$3.51万 | 减仓 |
| COKE | COCA COLA CONS INC | $116.71万 | 0.03% | 6,113 | -250 | -3.9% | -$4.77万 | 减仓 |
| ESML | ISHARES TR | $115.94万 | 0.03% | 20,730 | -764 | -3.6% | -$4.27万 | 减仓 |
| MMM | 3M CO | $111.55万 | 0.03% | 6,889 | -63 | -0.9% | -$1.02万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $108.06万 | 0.03% | 20,004 | 20,004 | — | $108.06万 | 新建仓 |
| AFL | AFLAC INC | $107.98万 | 0.03% | 9,209 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $106.74万 | 0.03% | 10,382 | -173 | -1.6% | -$1.78万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $104.99万 | 0.03% | 2,833 | -55 | -1.9% | -$2.04万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $104.93万 | 0.03% | 6,425 | -883 | -12.1% | -$14.42万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $98.16万 | 0.03% | 10,179 | -1,231 | -10.8% | -$11.87万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.64万 | 0.03% | 11,695 | -234 | -2.0% | -$1.93万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $96.41万 | 0.03% | 4,305 | -131 | -3.0% | -$2.93万 | 减仓 |
| TFI | SPDR SERIES TRUST | $96.01万 | 0.03% | 20,962 | 3,287 | 18.6% | $15.05万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $94.61万 | 0.03% | 6,975 | -14,751 | -67.9% | -$200.08万 | 减仓 |
| IWR | ISHARES TR | $90.84万 | 0.02% | 8,234 | 685 | 9.1% | $7.56万 | 加仓 |
| EFA | ISHARES TR | $89.88万 | 0.02% | 8,652 | -52 | -0.6% | -$5,402 | 减仓 |
| BALL | BALL CORP | $88.20万 | 0.02% | 14,134 | -465 | -3.2% | -$2.90万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $86.84万 | 0.02% | 11,839 | 24 | 0.2% | $1,760 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.95万 | 0.02% | 20,064 | 1,712 | 9.3% | $7.25万 | 加仓 |
| IJH | ISHARES TR | $84.91万 | 0.02% | 11,011 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $82.96万 | 0.02% | 15,918 | -441 | -2.7% | -$2.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $82.37万 | 0.02% | 2,074 | 17 | 0.8% | $6,752 | 加仓 |
| YUM | YUM BRANDS INC | $80.25万 | 0.02% | 5,020 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $77.02万 | 0.02% | 7,474 | 767 | 11.4% | $7.90万 | 加仓 |
| SYY | SYSCO CORP | $76.80万 | 0.02% | 9,189 | -622 | -6.3% | -$5.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $72.83万 | 0.02% | 989 | -258 | -20.7% | -$19.00万 | 减仓 |
| IWP | ISHARES TR | $72.68万 | 0.02% | 4,964 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $72.07万 | 0.02% | 5,804 | -1,508 | -20.6% | -$18.72万 | 减仓 |
| IWS | ISHARES TR | $72.05万 | 0.02% | 4,377 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $71.97万 | 0.02% | 5,123 | -80 | -1.5% | -$1.12万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $71.03万 | 0.02% | 7,154 | -1,887 | -20.9% | -$18.74万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $70.93万 | 0.02% | 7,687 | -128 | -1.6% | -$1.18万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $69.23万 | 0.02% | 11,970 | -27 | -0.2% | -$1,562 | 减仓 |
| SPIB | SPDR SERIES TRUST | $68.72万 | 0.02% | 20,538 | 467 | 2.3% | $1.56万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $68.49万 | 0.02% | 12,775 | -444 | -3.4% | -$2.38万 | 减仓 |
| BA | BOEING CO | $68.32万 | 0.02% | 3,156 | -100 | -3.1% | -$2.16万 | 减仓 |
| D | DOMINION ENERGY INC | $67.82万 | 0.02% | 9,931 | 1,006 | 11.3% | $6.87万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.24万 | 0.02% | 4,255 | -127 | -2.9% | -$2.01万 | 减仓 |
| FTV | FORTIVE CORP | $66.56万 | 0.02% | 10,896 | 370 | 3.5% | $2.26万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.25万 | 0.02% | 11,384 | 802 | 7.6% | $4.67万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $65.25万 | 0.02% | 24,621 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $64.26万 | 0.02% | 28,804 | 5,010 | 21.1% | $11.18万 | 加仓 |
| MTZ | MASTEC INC | $63.28万 | 0.02% | 1,521 | -160 | -9.5% | -$6.66万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $63.10万 | 0.02% | 7,663 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $62.93万 | 0.02% | 18,084 | -515 | -2.8% | -$1.79万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.76万 | 0.02% | 892 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $61.03万 | 0.02% | 5,275 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $60.54万 | 0.02% | 6,014 | -78 | -1.3% | -$7,852 | 减仓 |
| ACWX | ISHARES TR | $60.45万 | 0.02% | 7,943 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $59.57万 | 0.02% | 2,642 | -359 | -12.0% | -$8.10万 | 减仓 |
| PPG | PPG INDS INC | $58.89万 | 0.02% | 4,855 | -4,080 | -45.7% | -$49.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.23万 | 0.02% | 763 | -129 | -14.5% | -$9.84万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $57.32万 | 0.02% | 7,253 | 214 | 3.0% | $1.69万 | 加仓 |
| VIS | VANGUARD WORLD FD | $56.90万 | 0.02% | 1,579 | -221 | -12.3% | -$7.96万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $56.08万 | 0.02% | 10,055 | -100 | -1.0% | -$5,577 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $54.79万 | 0.01% | 15,825 | 15,825 | — | $54.79万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $54.38万 | 0.01% | 6,582 | -636 | -8.8% | -$5.25万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $53.55万 | 0.01% | 2,891 | -287 | -9.0% | -$5.32万 | 减仓 |
| VOX | VANGUARD WORLD FD | $53.28万 | 0.01% | 2,897 | 1 | 0.0% | $184 | 加仓 |
| VCR | VANGUARD WORLD FD | $52.51万 | 0.01% | 1,324 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $52.35万 | 0.01% | 25,291 | 235 | 0.9% | $4,865 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $52.12万 | 0.01% | 3,285 | -232 | -6.6% | -$3.68万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $52.04万 | 0.01% | 9,231 | -450 | -4.6% | -$2.54万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $51.28万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $51.04万 | 0.01% | 5,059 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $50.99万 | 0.01% | 9,406 | 701 | 8.1% | $3.80万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $50.59万 | 0.01% | 16,857 | 361 | 2.2% | $1.08万 | 加仓 |
| VSEC | VSE CORP | $50.00万 | 0.01% | 2,188 | -2,190 | -50.0% | -$50.04万 | 减仓 |
| MS | MORGAN STANLEY | $49.17万 | 0.01% | 2,352 | -65 | -2.7% | -$1.36万 | 减仓 |
| PFF | ISHARES TR | $49.09万 | 0.01% | 16,100 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $48.85万 | 0.01% | 1,806 | -181 | -9.1% | -$4.90万 | 减仓 |
| MFC | MANULIFE FINL CORP | $46.28万 | 0.01% | 11,424 | -246 | -2.1% | -$9,965 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $45.77万 | 0.01% | 18,962 | -7 | -0.0% | -$169 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $45.61万 | 0.01% | 4,727 | 1,888 | 66.5% | $18.22万 | 加仓 |
| VFH | VANGUARD WORLD FD | $44.53万 | 0.01% | 3,384 | -342 | -9.2% | -$4.50万 | 减仓 |
| SUSC | ISHARES TR | $44.52万 | 0.01% | 19,229 | 1,017 | 5.6% | $2.35万 | 加仓 |