13F 机构持仓

Financial Gravity Companies, Inc.

Lakeway TX · SEC CIK 0001377167

2026Q22026Q1 更早 9 个季度 🔒
$6.16亿2026Q2 申报市值
1,030持仓数
37.5%前十大占比 · 第一大 5.3%
0 / 0新建仓 / 清仓
申报市值走势$6.16亿2026Q2
26Q2

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

IAGG 5.3%
HYLB 4.6%
SPSM 3.9%
SHYG 3.9%
EPS 3.8%
SPMD 3.4%
DBX ETF TR 3.2%
SPYG 3.2%
SPIB 3.1%
STIP 3.1%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
AMT AMERICAN TOWER CORP $6540.00%4 —— — —
VXX BARCLAYS BANK PLC $6630.00%30 —— — —
— PGIM JENNISON GLOBAL EQUITY INCOME A $6730.00%36 —— — —
AGG ISHARES TR $6930.00%7 —— — —
MICC MAGNUM ICE CREAM CO NV $7140.00%41 —— — —
SGOL ETFS GOLD TR $7260.00%19 —— — —
— INVESCO EXCHANGE TRADED FD T $7340.00%19 —— — —
LMBS FIRST TR EXCHANGE-TRADED FD $7470.00%15 —— — —
ELV ELEVANCE HEALTH INC FORMERLY $7730.00%2 —— — —
DJT TRUMP MEDIA & TECHNOLOGY GRO $7740.00%100 —— — —
MDT MEDTRONIC PLC $7820.00%10 —— — —
— AMERICAN FUNDS EUPAC F2 $8010.00%13 —— — —
RSPU INVESCO EXCHANGE TRADED FD T $8110.00%10 —— — —
SPGI S&P GLOBAL INC $8150.00%2 —— — —
XLP SELECT SECTOR SPDR TR $8310.00%10 —— — —
COR CENCORA INC $8490.00%3 —— — —
LQD ISHARES TR $8730.00%8 —— — —
— PGIM HIGH YIELD R6 $9000.00%188 —— — —
— KENSINGTON ACTIVE ADVANTAGE INST $9010.00%76 —— — —
KD KYNDRYL HLDGS INC $9050.00%80 —— — —
KGC KINROSS GOLD CORP $9210.00%39 —— — —
— INVESCO EXCHANGE TRADED FD T $9290.00%31 —— — —
YPF YPF SOCIEDAD ANONIMA $9550.00%21 —— — —
SCHB SCHWAB STRATEGIC TR $9560.00%33 —— — —
— OCCIDENTAL PETE CORP $9590.00%36 —— — —
FTLS FIRST TR EXCH TRADED FD III $9590.00%13 —— — —
MNST MONSTER BEVERAGE CORP NEW $9610.00%10 —— — —
BSX BOSTON SCIENTIFIC CORP $9820.00%23 —— — —
TRLV TRULIEVE CANNABIS CORP $9830.00%100 —— — —
VXF VANGUARD INDEX FDS $9850.00%4 —— — —
— PGIM JENNISON SMALL COMPANY R6 $1,0560.00%36 —— — —
XLC SELECT SECTOR SPDR TR $1,0710.00%10 —— — —
EW EDWARDS LIFESCIENCES CORP $1,0860.00%12 —— — —
— FREE MARKET FIXED INCOME INSTL $1,1210.00%112 —— — —
— FIDELITY ADVISOR INTL CAP APP I $1,1280.00%28 —— — —
WELL WELLTOWER INC $1,1350.00%5 —— — —
— HOLBROOK INCOME I $1,1520.00%118 —— — —
SOLV SOLVENTUM CORP $1,1570.00%15 —— — —
RSPF INVESCO EXCHANGE TRADED FD T $1,1630.00%15 —— — —
GEHC GE HEALTHCARE TECHNOLOGIES I $1,2160.00%19 —— — —
— FIDELITY LOW-PRICED STOCK $1,2420.00%27 —— — —
— TOEWS TACTICAL INCOME FUND $1,2760.00%131 —— — —
FLEX FLEX LTD $1,2970.00%8 —— — —
— AMERICAN FDS CAPITAL WORLD BOND F-3 $1,3060.00%82 —— — —
ARKQ ARK ETF TR $1,3220.00%10 —— — —
— VALOR GOLD CORP NEW F $1,3290.00%511 —— — —
SDVY FIRST TR EXCHANGE TRADED FD $1,3370.00%31 —— — —
— AMERICAN FDS BOND FUND OF AMER F-3 $1,3420.00%119 —— — —
SPAB SPDR SERIES TRUST $1,3780.00%54 —— — —
NTAP NETAPP INC $1,3930.00%9 —— — —
FBND FIDELITY MERRIMACK STR TR $1,4100.00%31 —— — —
PWR QUANTA SVCS INC $1,4400.00%2 —— — —
RC READY CAPITAL CORP $1,4490.00%828 —— — —
TLT ISHARES TR $1,4690.00%17 —— — —
— AMERICAN FUNDS CAPITAL WORLD GR&INC F1 $1,4960.00%18 —— — —
TLH ISHARES TR $1,5050.00%15 —— — —
IXC ISHARES TR $1,5230.00%31 —— — —
— PGIM TOTAL RETURN BOND R6 $1,5320.00%127 —— — —
— CREDIT SUISSE FLOATING RATE HI INC INSTL $1,5420.00%252 —— — —
— ALLSPRING SPECIAL MID CAP VALUE INST $1,5980.00%31 —— — —
DFTX DEFINIUM THERAPEUTICS INC $1,6460.00%35 —— — —
MBC MASTERBRAND INC $1,6460.00%160 —— — —
BUD ANHEUSER BUSCH INBEV SA NV $1,6480.00%20 —— — —
— AMERICAN FDS AMCAP F-3 $1,6750.00%37 —— — —
— AMERICAN FDS AMERICAN MUTUAL F-3 $1,6800.00%26 —— — —
PYPL PAYPAL HLDGS INC $1,7270.00%40 —— — —
— ABR DYNAMIC BLEND EQUITY & VOLATIL INSTL $1,7320.00%146 —— — —
EMLC VANECK ETF TRUST $1,7380.00%68 —— — —
JCI JOHNSON CONTROLS INTERNATION $1,7530.00%12 —— — —
VTR VENTAS INC $1,7760.00%20 —— — —
— AMERICAN FDS INTL GR AND INC F-3 $1,8030.00%36 —— — —
EMB ISHARES TR $1,8320.00%19 —— — —
GLD SPDR GOLD TR $1,8420.00%5 —— — —
— THORNBURG STRATEGIC INCOME I $1,9240.00%168 —— — —
— GILEAD SCIENCES, 2.95 27 DUE 03/01/27 $1,9820.00%2,000 —— — —
— THE HOME DEPOT, 2.125 26 DUE 09/15/26 $1,9920.00%2,000 —— — —
— CISCO SYSTEMS, IN 2.5 26 DUE 09/20/26 $1,9940.00%2,000 —— — —
— JPMORGAN CHASE & 2.95 26 DUE 10/01/26 $1,9950.00%2,000 —— — —
— SOUTHWEST AIRLI 5.125 27 DUE 06/15/27 $2,0080.00%2,000 —— — —
APP APPLOVIN CORP $2,0610.00%4 —— — —
— AMERICAN BEACON AHL MGD FUTS STRAT Y $2,0890.00%199 —— — —
— FIDELITY FREEDOM INDEX 2055 INVESTOR $2,1770.00%77 —— — —
— US TREASURY 2.875 11/46UST BOND DUE 11/15/46 $2,1910.00%3,000 —— — —
TFC TRUIST FINL CORP $2,1920.00%44 —— — —
VSS VANGUARD INTL EQUITY INDEX F $2,3140.00%15 —— — —
ACM AECOM $2,3730.00%34 —— — —
— OCEAN PARK TACTICAL CORE INCOME INSTL $2,3830.00%123 —— — —
TEAM ATLASSIAN CORPORATION $2,4110.00%31 —— — —
ABNB AIRBNB INC $2,4330.00%17 —— — —
— ABR 50/50 VOLATILITY INSTL $2,4520.00%266 —— — —
DE DEERE & CO $2,5370.00%4 —— — —
RSPD INVESCO EXCHANGE TRADED FD T $2,5760.00%46 —— — —
HEFA ISHARES TR $2,6750.00%57 —— — —
ROP ROPER TECHNOLOGIES INC $2,7070.00%8 —— — —
XAR SPDR SERIES TRUST $2,8380.00%10 —— — —
CCL CARNIVAL CORP LTD $2,8570.00%100 —— — —
— TOEWS UNCONSTRAINED INCOME $2,8760.00%316 —— — —
— VOYA GLBL EQTY DIV & PREM OP $2,9290.00%477 —— — —
— COMCAST CORP 3.15 28 DUE 02/15/28 $2,9400.00%3,000 —— — —
— ORACLE CORP 3.25 27 DUE 11/15/27 $2,9400.00%3,000 —— — —