Financial Gravity Companies, Inc.
Lakeway TX · SEC CIK 0001377167
$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
26Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IYC | ISHARES TR | $6,875 | 0.00% | 68 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP | $6,954 | 0.00% | 28 | — | — | — | — |
| — | MICROSOFT CORP 3.3 27 DUE 02/06/27 | $6,961 | 0.00% | 7,000 | — | — | — | — |
| — | TOYOTA MOTOR CRE 1.65 31 DUE 01/10/31 | $7,025 | 0.00% | 8,000 | — | — | — | — |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,051 | 0.00% | 89 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $7,131 | 0.00% | 19 | — | — | — | — |
| OBIL | RBB FD INC | $7,196 | 0.00% | 144 | — | — | — | — |
| — | LOWE S COMPANIES, 6.5 29 DUE 03/15/29 | $7,341 | 0.00% | 7,000 | — | — | — | — |
| CARR | CARRIER GLOBAL CORPORATION | $7,408 | 0.00% | 101 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,451 | 0.00% | 15 | — | — | — | — |
| CB | CHUBB LIMITED | $7,496 | 0.00% | 22 | — | — | — | — |
| O | REALTY INCOME CORP | $7,621 | 0.00% | 123 | — | — | — | — |
| TSN | TYSON FOODS INC | $7,672 | 0.00% | 134 | — | — | — | — |
| — | GUGGENHEIM DEFINED P CALLED RATE TBD EFF: 08/20/26 | $7,735 | 0.00% | 547 | — | — | — | — |
| — | MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7,750 | 0.00% | 684 | — | — | — | — |
| — | UNUM GROUP 4 29 DUE 06/15/29 | $7,835 | 0.00% | 8,000 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,894 | 0.00% | 137 | — | — | — | — |
| — | ALGER SPECTRA Z | $7,962 | 0.00% | 192 | — | — | — | — |
| — | INTEL CORP 5.125 30 DUE 02/10/30 | $8,097 | 0.00% | 8,000 | — | — | — | — |
| — | UNITEDHEALTH GROU 5.3 30 DUE 02/15/30 | $8,176 | 0.00% | 8,000 | — | — | — | — |
| — | PERSHING SQUARE HL ORDF | $8,212 | 0.00% | 166 | — | — | — | — |
| CI | THE CIGNA GROUP | $8,270 | 0.00% | 30 | — | — | — | — |
| PBR | PETROLEO BRASILEIRO S A | $8,290 | 0.00% | 513 | — | — | — | — |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F2 | $8,395 | 0.00% | 126 | — | — | — | — |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8,466 | 0.00% | 1,628 | — | — | — | — |
| — | THE ALLSTATE CO 6.125 32 DUE 12/15/32 | $8,496 | 0.00% | 8,000 | — | — | — | — |
| QCOM | QUALCOMM INC | $8,500 | 0.00% | 46 | — | — | — | — |
| — | INVESCO STEELPATH MLP INCOME C | $8,501 | 0.00% | 1,619 | — | — | — | — |
| SLV | ISHARES SILVER TR | $8,502 | 0.00% | 159 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TR | $8,521 | 0.00% | 46 | — | — | — | — |
| — | MORGAN STANLEY VAR 31 DUE 09/16/31 | $8,553 | 0.00% | 11,000 | — | — | — | — |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $8,652 | 0.00% | 840 | — | — | — | — |
| BLK | BLACKROCK INC | $8,654 | 0.00% | 9 | — | — | — | — |
| AMLP | ALPS ETF TR | $8,711 | 0.00% | 168 | — | — | — | — |
| — | PROVINCE OF BRIT1.3 31F DUE 01/29/31 | $8,744 | 0.00% | 10,000 | — | — | — | — |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $8,784 | 0.00% | 160 | — | — | — | — |
| SCHF | SCHWAB STRATEGIC TR | $8,836 | 0.00% | 319 | — | — | — | — |
| — | INVESCO CAPITAL MARKET UNIT 10 MONTHLY | $8,978 | 0.00% | 10 | — | — | — | — |
| PR | PERMIAN RESOURCES CORP | $9,223 | 0.00% | 501 | — | — | — | — |
| — | TOEWS HEDGED OPPORTUNITY FUND | $9,272 | 0.00% | 829 | — | — | — | — |
| — | FRANKLIN RISING DIVIDENDS A | $9,415 | 0.00% | 99 | — | — | — | — |
| — | NVIDIA CORP 2.85 30 DUE 04/01/30 | $9,448 | 0.00% | 10,000 | — | — | — | — |
| XLB | SELECT SECTOR SPDR TR | $9,454 | 0.00% | 186 | — | — | — | — |
| — | SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD | $9,540 | 0.00% | 587 | — | — | — | — |
| DSU | BLACKROCK DEBT STRATEGIES FD | $9,749 | 0.00% | 1,005 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO | $9,779 | 0.00% | 128 | — | — | — | — |
| DEO | DIAGEO PLC | $9,780 | 0.00% | 122 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $9,809 | 0.00% | 29 | — | — | — | — |
| YUMC | YUM CHINA HLDGS INC | $9,809 | 0.00% | 240 | — | — | — | — |
| — | NORTHROP GRUMMAN 3.25 28 DUE 01/15/28 | $9,831 | 0.00% | 10,000 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP | $9,879 | 0.00% | 90 | — | — | — | — |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $9,899 | 0.00% | 112 | — | — | — | — |
| — | WASTE MANAGEMEN 4.625 33 DUE 02/15/33 | $9,922 | 0.00% | 10,000 | — | — | — | — |
| — | DIGITALBRIDGE GROUP INC | $9,973 | 0.00% | 632 | — | — | — | — |
| BNDX | VANGUARD CHARLOTTE FDS | $9,977 | 0.00% | 206 | — | — | — | — |
| — | GENERAL ELECTRIC 5.25 34 DUE 05/15/34 | $1.00万 | 0.00% | 10,000 | — | — | — | — |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $1.01万 | 0.00% | 428 | — | — | — | — |
| ARKK | ARK ETF TR | $1.01万 | 0.00% | 125 | — | — | — | — |
| — | CLARK CNTY NEV 4 34DB LTX DUE 06/01/34 | $1.02万 | 0.00% | 10,000 | — | — | — | — |
| — | DEERE & CO 5.375 29 DUE 10/16/29 | $1.03万 | 0.00% | 10,000 | — | — | — | — |
| — | ENTERGY ARKANSAS 5.45 34 DUE 06/01/34 | $1.03万 | 0.00% | 10,000 | — | — | — | — |
| — | SIMON PROPERTY GR 5.5 33 DUE 03/08/33 | $1.03万 | 0.00% | 10,000 | — | — | — | — |
| USMV | ISHARES TR | $1.03万 | 0.00% | 107 | — | — | — | — |
| PPTA | PERPETUA RESOURCES CORP | $1.04万 | 0.00% | 500 | — | — | — | — |
| — | YORK CNTY S C SCH D 5 29GO UTX DUE 03/01/29 | $1.04万 | 0.00% | 10,000 | — | — | — | — |
| EOI | EATON VANCE ENHANCED EQUITY | $1.04万 | 0.00% | 530 | — | — | — | — |
| MRSH | MARSH & MCLENNAN COS INC | $1.05万 | 0.00% | 63 | — | — | — | — |
| — | BANK OF AMERICA C VAR 32 DUE 07/21/32 | $1.06万 | 0.00% | 12,000 | — | — | — | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.06万 | 0.00% | 268 | — | — | — | — |
| — | EBAY INC. 6.3 32 DUE 11/22/32 | $1.06万 | 0.00% | 10,000 | — | — | — | — |
| PLD | PROLOGIS INC. | $1.07万 | 0.00% | 79 | — | — | — | — |
| — | FIDELITY ADVISOR STRATEGIC DIV & INC A | $1.08万 | 0.00% | 546 | — | — | — | — |
| — | FORD MOTOR CO 7.45 31 DUE 07/16/31 | $1.08万 | 0.00% | 10,000 | — | — | — | — |
| — | T. ROWE PRICE HEALTH SCIENCES | $1.09万 | 0.00% | 122 | — | — | — | — |
| — | COSCO SHIPPING HLD ORDFCLASS H | $1.09万 | 0.00% | 6,592 | — | — | — | — |
| — | DWS ENHANCED COMMODITY STRATEGY A | $1.10万 | 0.00% | 1,757 | — | — | — | — |
| — | BLACKROCK SHORT DURATION MUNI INSTL | $1.11万 | 0.00% | 1,111 | — | — | — | — |
| — | WISCONSIN POWER 5.375 34 DUE 03/30/34 | $1.12万 | 0.00% | 11,000 | — | — | — | — |
| NU | NU HLDGS LTD | $1.12万 | 0.00% | 838 | — | — | — | — |
| NEM | NEWMONT CORP | $1.12万 | 0.00% | 120 | — | — | — | — |
| — | T-MOBILE USA, INC 3.5 31 DUE 04/15/31 | $1.13万 | 0.00% | 12,000 | — | — | — | — |
| GAB | GABELLI EQUITY TR INC | $1.13万 | 0.00% | 2,000 | — | — | — | — |
| IFRA | ISHARES TR | $1.14万 | 0.00% | 181 | — | — | — | — |
| — | VOC ENERGY TR | $1.15万 | 0.00% | 4,000 | — | — | — | — |
| — | HENSOLDT AG FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $1.16万 | 0.00% | 1,500 | — | — | — | — |
| ANET | ARISTA NETWORKS INC | $1.16万 | 0.00% | 68 | — | — | — | — |
| DYNF | BLACKROCK ETF TRUST | $1.17万 | 0.00% | 172 | — | — | — | — |
| — | INVESCO SELECT RISK: GROWTH INVESTOR A | $1.17万 | 0.00% | 633 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $1.19万 | 0.00% | 236 | — | — | — | — |
| — | EDISON INTERNTNL 5.2 34 DUE 06/01/34 | $1.19万 | 0.00% | 12,000 | — | — | — | — |
| LNG | CHENIERE ENERGY INC | $1.20万 | 0.00% | 50 | — | — | — | — |
| APH | AMPHENOL CORP | $1.20万 | 0.00% | 68 | — | — | — | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.21万 | 0.00% | 219 | — | — | — | — |
| COF | CAPITAL ONE FINL CORP | $1.22万 | 0.00% | 61 | — | — | — | — |
| ECHO | ECHOSTAR CORP | $1.24万 | 0.00% | 122 | — | — | — | — |
| — | JPMORGAN CHASE & VAR 35 DUE 04/22/35 | $1.25万 | 0.00% | 12,000 | — | — | — | — |
| — | CITIGROUP INC. 6 33 DUE 10/31/33 | $1.25万 | 0.00% | 12,000 | — | — | — | — |
| — | FINL GRAVITY COS INC | $1.27万 | 0.00% | 158,709 | — | — | — | — |
| — | DFA GLOBAL ALLOCATION 60/40 I | $1.27万 | 0.00% | 540 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $1.29万 | 0.00% | 242 | — | — | — | — |