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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $44.44万 | 0.01% | 1,185 | -362 | -23.4% | -$13.58万 | 减仓 |
| EZM | WISDOMTREE TR | $43.83万 | 0.01% | 5,784 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $43.46万 | 0.01% | 1,943 | -334 | -14.7% | -$7.47万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $43.39万 | 0.01% | 3,700 | -334 | -8.3% | -$3.92万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $41.98万 | 0.01% | 8,357 | 1,876 | 28.9% | $9.42万 | 加仓 |
| EFG | ISHARES TR | $41.44万 | 0.01% | 3,331 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $41.37万 | 0.01% | 4,890 | -163 | -3.2% | -$1.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $41.37万 | 0.01% | 2,062 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $40.13万 | 0.01% | 6,394 | 357 | 5.9% | $2.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.98万 | 0.01% | 1,794 | -21 | -1.2% | -$4,680 | 减仓 |
| NUMV | NUSHARES ETF TR | $39.35万 | 0.01% | 9,049 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.30万 | 0.01% | 5,072 | -8 | -0.2% | -$604 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $37.94万 | 0.01% | 1,206 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $37.69万 | 0.01% | 3,195 | -500 | -13.5% | -$5.90万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.25万 | 0.01% | 2,059 | -94 | -4.4% | -$1.70万 | 减仓 |
| GLD | SPDR GOLD TR | $37.06万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $36.81万 | 0.01% | 3,090 | -74 | -2.3% | -$8,816 | 减仓 |
| MPC | MARATHON PETE CORP | $36.36万 | 0.01% | 1,422 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $36.04万 | 0.01% | 4,351 | 434 | 11.1% | $3.60万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $35.66万 | 0.01% | 10,245 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $35.55万 | 0.01% | 3,030 | -100 | -3.2% | -$1.17万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.06万 | 0.01% | 1,424 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $34.40万 | 0.01% | 3,879 | -15 | -0.4% | -$1,330 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.16万 | 0.01% | 4,079 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $33.83万 | 0.01% | 2,068 | -12,444 | -85.7% | -$203.55万 | 减仓 |
| CTVA | CORTEVA INC | $33.36万 | 0.01% | 3,939 | -300 | -7.1% | -$2.54万 | 减仓 |
| VDE | VANGUARD WORLD FD | $32.29万 | 0.01% | 2,151 | -14 | -0.6% | -$2,102 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.13万 | 0.01% | 3,626 | -1,597 | -30.6% | -$14.15万 | 减仓 |
| IEFA | ISHARES TR | $31.48万 | 0.01% | 3,259 | 343 | 11.8% | $3.31万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $31.43万 | 0.01% | 3,146 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.81万 | 0.01% | 1,383 | -193 | -12.2% | -$4.30万 | 减仓 |
| DAL | DELTA AIR LINES INC | $30.38万 | 0.01% | 3,244 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $30.31万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $30.18万 | 0.01% | 6,426 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $29.92万 | 0.01% | 3,308 | -105 | -3.1% | -$9,498 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $29.71万 | 0.01% | 900 | -8 | -0.9% | -$2,641 | 减仓 |
| IVW | ISHARES TR | $28.74万 | 0.01% | 2,090 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $28.58万 | 0.01% | 1,203 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $28.17万 | 0.01% | 1,144 | 94 | 9.0% | $2.31万 | 加仓 |
| EAGG | ISHARES TR | $28.05万 | 0.01% | 5,917 | 296 | 5.3% | $1.40万 | 加仓 |
| VAW | VANGUARD WORLD FD | $27.55万 | 0.01% | 1,204 | -138 | -10.3% | -$3.16万 | 减仓 |
| CB | CHUBB LIMITED | $27.09万 | 0.01% | 795 | -91 | -10.3% | -$3.10万 | 减仓 |
| VMC | VULCAN MATLS CO | $27.05万 | 0.01% | 917 | -18 | -1.9% | -$5,310 | 减仓 |
| LRCX | LAM RESEARCH CORP | $27.04万 | 0.01% | 624 | 624 | — | $27.04万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $25.81万 | 0.01% | 4,860 | 206 | 4.4% | $1.09万 | 加仓 |
| EFX | EQUIFAX INC | $25.33万 | 0.01% | 1,596 | -17 | -1.1% | -$2,698 | 减仓 |
| XBI | SPDR SERIES TRUST | $25.26万 | 0.01% | 1,596 | 1,596 | — | $25.26万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $25.23万 | 0.01% | 7,394 | -890 | -10.7% | -$3.04万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $25.15万 | 0.01% | 6,254 | -416 | -6.2% | -$1.67万 | 减仓 |
| ESGU | ISHARES TR | $25.04万 | 0.01% | 1,530 | -254 | -14.2% | -$4.16万 | 减仓 |
| FDUS | FIDUS INVT CORP | $24.81万 | 0.01% | 13,011 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $24.15万 | 0.01% | 771 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.22万 | 0.01% | 2,820 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.12万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $23.11万 | 0.01% | 1,215 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $23.03万 | 0.01% | 452 | -100 | -18.1% | -$5.09万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $22.97万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $22.80万 | 0.01% | 1,885 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $22.47万 | 0.01% | 2,736 | -27 | -1.0% | -$2,217 | 减仓 |
| USB | US BANCORP | $21.51万 | 0.01% | 3,561 | 3,561 | — | $21.51万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.68万 | 0.01% | 1,703 | 1,703 | — | $20.68万 | 新建仓 |
| IDXX | IDEXX LABS INC | $20.11万 | 0.01% | 382 | -2 | -0.5% | -$1,053 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.06万 | 0.01% | 6,450 | -4,822 | -42.8% | -$15.00万 | 重新持有 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -339,228 | -100.0% | -$2,711.79万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -6,648 | -100.0% | -$51.46万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -3,500 | -100.0% | -$47.42万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -619 | -100.0% | -$26.33万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -561 | -100.0% | -$24.26万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -2,044 | -100.0% | -$24.22万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,366 | -100.0% | -$23.17万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,700 | -100.0% | -$22.93万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -8,619 | -100.0% | -$22.79万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,593 | -100.0% | -$20.87万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,324 | -100.0% | -$20.82万 | 清仓 |