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
RIVN RIVIAN AUTOMOTIVE INC $3,0020.00%173 —— — —
APTV APTIV PLC $3,0080.00%49 —— — —
TMUS T-MOBILE US INC $3,0190.00%18 —— — —
— PIMCO INCOME I2 $3,0670.00%282 —— — —
— L OREAL ORDF $3,0680.00%7 —— — —
RSPH INVESCO EXCHANGE TRADED FD T $3,0870.00%93 —— — —
VSNT VERSANT MEDIA GROUP INC $3,0970.00%86 —— — —
GSY INVESCO ACTIVELY MANAGED EXC $3,1090.00%62 —— — —
— NEUBERGER LARGE CAP VALUE INSTL $3,1330.00%52 —— — —
J JACOBS SOLUTIONS INC $3,1500.00%25 —— — —
IDXX IDEXX LABS INC $3,1590.00%6 —— — —
— AMERICAN FUNDS GROWTH PORTFOLIO A $3,1950.00%99 —— — —
SMG SCOTTS MIRACLE-GRO CO $3,2010.00%47 —— — —
LUMN LUMEN TECHNOLOGIES INC $3,2100.00%418 —— — —
EAGG ISHARES TR $3,2240.00%68 —— — —
AMGN AMGEN INC $3,2590.00%9 —— — —
SPHY SPDR SERIES TRUST $3,3050.00%141 —— — —
— TCW SECURITIZED BOND I $3,3110.00%430 —— — —
— DOUBLELINE TOTAL RETURN BOND I $3,3130.00%376 —— — —
ADP AUTOMATIC DATA PROCESSING IN $3,3590.00%15 —— — —
IR INGERSOLL RAND INC $3,3620.00%41 —— — —
DXCM DEXCOM INC $3,4350.00%51 —— — —
PM PHILIP MORRIS INTL INC $3,4370.00%19 —— — —
RSPN INVESCO EXCHANGE TRADED FD T $3,4560.00%54 —— — —
GOVT ISHARES TR $3,5080.00%154 —— — —
— TOEWS HEDGED U.S. FD $3,5100.00%222 —— — —
— CITIGROUP INC. VAR 32 DUE 11/03/32 $3,5360.00%4,000 —— — —
GSST GOLDMAN SACHS ETF TR $3,5910.00%71 —— — —
RSG REPUBLIC SVCS INC $3,6220.00%17 —— — —
NXDT NEXPOINT DIVERSIFIED REL ET $3,6230.00%698 —— — —
JBTM JBT MAREL CORPORATION $3,6250.00%25 —— — —
AWK AMERICAN WTR WKS CO INC NEW $3,6840.00%28 —— — —
MRSK NORTHERN LIGHTS FD TR $3,7450.00%97 —— — —
— PAYPAL HOLDINGS, 2.85 29 DUE 10/01/29 $3,7720.00%4,000 —— — —
— TEMPLETON GLOBAL BOND ADV $3,8080.00%539 —— — —
— BROADCOM INC. 4.3 32 DUE 11/15/32 $3,8640.00%4,000 —— — —
GD GENERAL DYNAMICS CORP $3,8970.00%11 —— — —
PH PARKER-HANNIFIN CORP $3,9120.00%4 —— — —
MCHP MICROCHIP TECHNOLOGY INC. $3,9220.00%43 —— — —
— PFIZER INVT ENT4.75 33F DUE 05/19/33 $3,9530.00%4,000 —— — —
— CADENCE DESIGN SY 4.3 29 DUE 09/10/29 $3,9670.00%4,000 —— — —
CNP CENTERPOINT ENERGY INC $4,0080.00%91 —— — —
NOW SERVICENOW INC $4,0700.00%41 —— — —
JKHY HENRY JACK & ASSOC INC $4,1320.00%30 —— — —
SFM SPROUTS FMRS MKT INC $4,1440.00%49 —— — —
GIL GILDAN ACTIVEWEAR INC $4,1800.00%81 —— — —
— GUGGENHEIM LIMITED DURATION INSTL $4,1860.00%171 —— — —
— PGIM SHORT-TERM CORPORATE BOND Z $4,1930.00%390 —— — —
NOK NOKIA CORP $4,2360.00%319 —— — —
WMS ADVANCED DRAIN SYS INC DEL $4,2380.00%27 —— — —
— CITIGROUP INC. VAR 33 DUE 11/17/33 $4,2520.00%4,000 —— — —
VYM VANGUARD WHITEHALL FDS $4,2670.00%27 —— — —
VNT VONTIER CORPORATION $4,3500.00%150 —— — —
— MFS INCOME I $4,3960.00%746 —— — —
BIO BIO RAD LABS INC $4,4040.00%15 —— — —
ECL ECOLAB INC $4,4580.00%16 —— — —
KNX KNIGHT-SWIFT TRANSN HLDGS IN $4,5160.00%58 —— — —
TGT TARGET CORP $4,5710.00%35 —— — —
TDC TERADATA CORP DEL $4,6430.00%134 —— — —
— WISCONSIN HEALTH 3.5 33CCRC HLTH DUE 07/01/33OID XTRO $4,8830.00%5,000 —— — —
WM WASTE MGMT INC DEL $4,9030.00%22 —— — —
— GLOBAL X FDS $4,9970.00%100 —— — —
— VERMONT EDL & HEALT 5 46SYST HLTH DUE 12/01/46XTRO $5,0010.00%5,000 —— — —
OTIS OTIS WORLDWIDE CORP $5,0120.00%70 —— — —
VOD VODAFONE GROUP PLC $5,0390.00%381 —— — —
GS GOLDMAN SACHS GROUP INC $5,0570.00%5 —— — —
SLB SLB LIMITED $5,1140.00%110 —— — —
XLF SELECT SECTOR SPDR TR $5,2000.00%97 —— — —
PBA PEMBINA PIPELINE CORP $5,3190.00%115 —— — —
— KENSINGTON MANAGED INCOME INST $5,3750.00%558 —— — —
— UTAH ST CHARTER SCH 4 45CHAR EDUC DUE 10/15/45OID XTRO $5,4450.00%6,000 —— — —
MBB ISHARES TR $5,4820.00%58 —— — —
IYE ISHARES TR $5,4890.00%97 —— — —
— GATES INDL CORP PLC $5,5660.00%199 —— — —
— VANGUARD TOTAL INTL STOCK INDEX ADMIRAL $5,6350.00%123 —— — —
— THORNBURG LIMITED TERM INCOME INSTL $5,6980.00%434 —— — —
CMI CUMMINS INC $5,7060.00%8 —— — —
— AMERICAN CENTURY ONE CHOICE AGRSV INV $5,7080.00%310 —— — —
MSI MOTOROLA SOLUTIONS INC $5,8140.00%14 —— — —
— CALVERT GREEN BOND I $5,8800.00%413 —— — —
— MORGAN STANLEY 3.591 28 DUE 07/22/28 $5,9330.00%6,000 —— — —
FHN FIRST HORIZON CORPORATION $6,0000.00%234 —— — —
— CLIFFWATER ENHANCED LENDING I $6,0540.00%553 —— — —
— WALMART INC. 5.875 27 DUE 04/05/27 $6,0750.00%6,000 —— — —
EMXC ISHARES INC $6,1380.00%60 —— — —
GM GENERAL MTRS CO $6,1660.00%80 —— — —
HAL HALLIBURTON CO $6,1790.00%182 —— — —
— LORD ABBETT CORE PLUS BOND I $6,2550.00%491 —— — —
NBIS NEBIUS GROUP N.V. $6,3520.00%23 —— — —
GBTC GRAYSCALE BITCOIN TRUST ETF $6,3730.00%140 —— — —
CAT CATERPILLAR INC $6,3890.00%6 —— — —
— MFS TOTAL RETURN I $6,4030.00%326 —— — —
BIL SPDR SERIES TRUST $6,4150.00%70 —— — —
FNDX SCHWAB STRATEGIC TR $6,5310.00%210 —— — —
— JPMORGAN EQUITY INCOME I $6,6300.00%239 —— — —
VG VENTURE GLOBAL INC $6,6780.00%600 —— — —
VO VANGUARD INDEX FDS $6,7680.00%84 —— — —
— FIRST EAGLE GLOBAL I $6,7900.00%80 —— — —
— ARTISAN HIGH INCOME ADVISOR $6,7920.00%754 —— — —
— STARBUCKS CORP 3.55 29 DUE 08/15/29 $6,8000.00%7,000 —— — —