13F 机构持仓

Bragg Financial Advisors, Inc

CHARLOTTE NC · SEC CIK 0001327055

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$37.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.4%
VBR 2.0%
MSFT 2.0%
SNX 1.7%
GOOG 1.6%
AMAT 1.6%
UGI 1.5%
RLI 1.5%
VBIL 1.4%
VBK 1.3%

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
EZM WISDOMTREE TR $38.88万0.01%5,784 00.0% — 不变
VCEB VANGUARD WORLD FD $37.93万0.01%6,037 1021.7% $6,409 加仓
COF CAPITAL ONE FINL CORP $37.62万0.01%2,062 -105-4.8% -$1.92万 减仓
VDE VANGUARD WORLD FD $37.46万0.01%2,165 1497.4% $2.58万 加仓
EFG ISHARES TR $37.10万0.01%3,331 00.0% — 不变
KLAC KLA CORP $36.81万0.01%250 250— $36.81万 新建仓
MET METLIFE INC $35.73万0.01%5,053 1923.9% $1.36万 加仓
PM PHILIP MORRIS INTL INC $35.60万0.01%2,153 50.2% $827 加仓
CTVA CORTEVA INC $35.48万0.01%4,239 180.4% $1,507 加仓
NUMV NUSHARES ETF TR $35.08万0.01%9,049 4385.1% $1.70万 加仓
CRWD CROWDSTRIKE HLDGS INC $34.82万0.01%892 70.8% $2,733 加仓
MPC MARATHON PETE CORP $34.72万0.01%1,422 221.6% $5,372 加仓
NSC NORFOLK SOUTHN CORP $34.61万0.01%1,206 10.1% $287 加仓
VLTO VERALTO CORP $34.43万0.01%3,894 -248-6.0% -$2.19万 减仓
LMT LOCKHEED MARTIN CORP $33.36万0.01%552 -16-2.8% -$9,670 减仓
VTIP VANGUARD MALVERN FDS $32.37万0.01%6,481 3836.3% $1.91万 加仓
VIOV VANGUARD ADMIRAL FDS INC $31.84万0.01%3,130 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $31.25万0.01%10,245 10,245— $31.25万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $30.63万0.01%4,079 00.0% — 不变
SLYG SPDR SERIES TRUST $30.57万0.01%3,164 1986.7% $1.91万 加仓
VAW VANGUARD WORLD FD $30.24万0.01%1,342 -31-2.3% -$6,986 减仓
APH AMPHENOL CORP $29.72万0.01%2,352 2,352— $29.72万 新建仓
PNC PNC FINL SVCS GROUP INC $29.63万0.01%1,424 -61-4.1% -$1.27万 减仓
SSB SOUTHSTATE BK CORP $29.11万0.01%3,146 00.0% — 不变
EFX EQUIFAX INC $29.05万0.01%1,613 10.1% $180 加仓
CB CHUBB LTD SWITZ $28.88万0.01%886 192.2% $6,193 加仓
XLE SELECT SECTOR SPDR TR $28.51万0.01%4,654 481.0% $2,940 加仓
FDX FEDEX CORP $27.47万0.01%771 -39-4.8% -$1.39万 减仓
EW EDWARDS LIFESCIENCES CORP $27.33万0.01%3,413 240.7% $1,922 加仓
IEMG ISHARES INC $27.32万0.01%3,917 3,917— $27.32万 新建仓
CW CURTISS WRIGHT CORP $27.24万0.01%400 00.0% — 不变
EAGG ISHARES TR $26.73万0.01%5,621 -21-0.4% -$999 减仓
DIHP DIMENSIONAL ETF TRUST $26.69万0.01%8,284 -11,813-58.8% -$38.06万 减仓
NUE NUCOR CORP $26.65万0.01%1,576 -75-4.5% -$1.27万 减仓
TRV TRAVELERS COMPANIES INC $26.48万0.01%908 -84-8.5% -$2.45万 减仓
MCK MCKESSON CORP $26.48万0.01%306 144.8% $1.21万 加仓
IEFA ISHARES TR $26.40万0.01%2,916 62727.4% $5.68万 加仓
NUMG NUSHARES ETF TR $26.40万0.01%6,426 1,06819.9% $4.39万 加仓
SPGI S&P GLOBAL INC $26.33万0.01%619 11222.1% $4.76万 加仓
VMC VULCAN MATLS CO $25.46万0.01%935 -14-1.5% -$3,812 减仓
CAH CARDINAL HEALTH INC $25.42万0.01%1,203 30.2% $634 加仓
ESGU ISHARES TR $25.23万0.01%1,784 26617.5% $3.76万 加仓
INTU INTUIT $24.26万0.01%561 00.0% — 不变
IGM ISHARES TR $24.22万0.01%2,044 00.0% — 不变
IVW ISHARES TR $23.64万0.01%2,090 2,090— $23.64万 新建仓
SPYG SPDR SERIES TRUST $23.17万0.01%2,366 2,366— $23.17万 新建仓
YUMC YUM CHINA HLDGS INC $22.93万0.01%4,700 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $22.88万0.01%2,839 2,839— $22.88万 新建仓
SHY ISHARES TR $22.81万0.01%2,763 00.0% — 不变
BF/B BROWN FORMAN CORP $22.79万0.01%8,619 -1,616-15.8% -$4.27万 减仓
FDUS FIDUS INVT CORP $22.67万0.01%13,011 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $22.58万0.01%6,670 6,670— $22.58万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $21.88万0.01%1,496 1,496— $21.88万 新建仓
VXF VANGUARD INDEX FDS $21.61万0.01%1,050 1,050— $21.61万 新建仓
IDXX IDEXX LABS INC $21.58万0.01%384 20.5% $1,124 加仓
DAL DELTA AIR LINES INC $21.57万0.01%3,244 170.5% $1,130 加仓
VGK VANGUARD INTL EQUITY INDEX F $21.38万0.01%2,594 00.0% — 不变
EMR EMERSON ELEC CO $20.87万0.01%1,593 30.2% $393 加仓
ICE INTERCONTINENTAL EXCHANGE IN $20.82万0.01%1,324 1,324— $20.82万 新建仓
DLTR DOLLAR TREE INC $20.64万0.01%1,885 100.5% $1,095 加仓
IBB ISHARES TR $20.52万0.01%1,215 00.0% — 不变
— DIMENSIONAL ETF TRUST $20.06万0.01%2,820 2,820— $20.06万 新建仓
— REV GROUP INC $00.00%0 -574,290-100.0% -$3,492.26万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -5,131-100.0% -$48.95万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -1,008-100.0% -$38.64万 清仓
FNDX SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
NCNO NCINO INC $00.00%0 -8,785-100.0% -$22.52万 清仓