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
— FRANKLIN INCOME ADV $1.31万0.00%5,198 —— — —
PGR PROGRESSIVE CORP $1.31万0.00%60 —— — —
TXN TEXAS INSTRS INC $1.31万0.00%44 —— — —
— FREE MARKET INTERNATIONAL EQ INSTL $1.31万0.00%769 —— — —
RSPT INVESCO EXCHANGE TRADED FD T $1.35万0.00%209 —— — —
TJX TJX COS INC NEW $1.36万0.00%90 —— — —
ETN EATON CORP PLC $1.36万0.00%32 —— — —
SPOT SPOTIFY TECHNOLOGY S A $1.38万0.00%30 —— — —
IJR ISHARES TR $1.38万0.00%93 —— — —
— VIRTUS CONVERTIBLE & INCOME $1.39万0.00%793 —— — —
HTGC HERCULES CAPITAL INC $1.42万0.00%900 —— — —
FTCS FIRST TR EXCHANGE-TRADED FD $1.43万0.00%152 —— — —
NXPI NXP SEMICONDUCTORS N V $1.43万0.00%51 —— — —
ETW EATON VANCE TAX-MANAGED GLOB $1.44万0.00%1,495 —— — —
ABT ABBOTT LABORATORIES $1.45万0.00%160 —— — —
MS MORGAN STANLEY $1.46万0.00%70 —— — —
— US TREASURY 5 05/37UST BOND DUE 05/15/37 $1.47万0.00%14,000 —— — —
— RBB FUND TRUST $1.47万0.00%1,000 —— — —
— FIDELITY SELECT BIOTECHNOLOGY $1.48万0.00%508 —— — —
EIX EDISON INTL $1.49万0.00%200 —— — —
— FREE MARKET US EQUITY INSTL $1.50万0.00%472 —— — —
— VICTORY RS VALUE A $1.50万0.00%579 —— — —
TFPM TRIPLE FLAG PRECIOUS METAL $1.50万0.00%500 —— — —
— ANDERSON CNTY S C S 5 28GO UTX DUE 03/01/28 $1.50万0.00%15,000 —— — —
ACGL ARCH CAP GROUP LTD $1.52万0.00%157 —— — —
— VANGUARD SMALL CAP VALUE INDEX ADMIRAL $1.52万0.00%146 —— — —
— INVESCO AMT-FREE MUNICIPAL INC Y $1.53万0.00%2,255 —— — —
— INVESCO S&P 500 INDEX Y $1.53万0.00%190 —— — —
— INVESCO HIGH YIELD MUNICIPAL Y $1.54万0.00%1,833 —— — —
HL HECLA MINING COMPANY $1.54万0.00%1,000 —— — —
— SOUTH CAROLINA ST 5 30DB UTX DUE 04/01/30 $1.55万0.00%15,000 —— — —
— FRANKLIN US GOVERNMENT SECS ADV $1.55万0.00%3,013 —— — —
AGI ALAMOS GOLD INC $1.57万0.00%516 —— — —
ZBH ZIMMER BIOMET HOLDINGS INC $1.57万0.00%182 —— — —
— EATON VANCE MUNICIPAL OPPORTUNITIES I $1.57万0.00%1,352 —— — —
— LORD ABBETT NATIONAL TAX FREE I $1.58万0.00%1,509 —— — —
— FIDELITY EXTENDED MARKET INDEX $1.58万0.00%132 —— — —
MGK VANGUARD WORLD FD $1.58万0.00%180 —— — —
— HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $1.60万0.00%382 —— — —
AEM AGNICO EAGLE MINES LTD $1.61万0.00%104 —— — —
IWO ISHARES TR $1.62万0.00%41 —— — —
— AMERICAN HIGH-INCOME MUNICIPAL BOND F-2 $1.62万0.00%1,045 —— — —
PGX INVESCO EXCH TRADED FD TR II $1.63万0.00%1,500 —— — —
SDIV GLOBAL X FDS $1.63万0.00%666 —— — —
CP CANADIAN PACIFIC KANSAS CITY $1.66万0.00%192 —— — —
VNOM VIPER ENERGY INC $1.67万0.00%393 —— — —
HYT BLACKROCK CORPOR HI YLD FD I $1.67万0.00%1,950 —— — —
MTUM ISHARES TR $1.68万0.00%49 —— — —
— KOHL S CORP 6 33 DUE 01/15/33 $1.68万0.00%20,000 —— — —
— ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $1.68万0.00%164 —— — —
UBS UBS GROUP AG $1.69万0.00%340 —— — —
DUK DUKE ENERGY CORP NEW $1.70万0.00%134 —— — —
URI UNITED RENTALS INC $1.70万0.00%15 —— — —
— BOSTON PARTNERS LONG/SHORT RSRCH INSTL $1.71万0.00%1,145 —— — —
— MORGAN STANLEY VAR 26 DUE 09/22/26 $1.74万0.00%18,000 —— — —
— NUVEEN HIGH YIELD MUNICIPAL BOND I $1.76万0.00%1,213 —— — —
— VANGUARD SMALL CAP INDEX ADMIRAL SHARES $1.77万0.00%122 —— — —
GME GAMESTOP CORP $1.77万0.00%800 —— — —
— LOOMIS SAYLES GROWTH Y $1.82万0.00%580 —— — —
— WELLS FARGO & CO VAR 33 DUE 03/02/33 $1.84万0.00%20,000 —— — —
NUV NUVEEN MUN VALUE FD INC $1.84万0.00%2,000 —— — —
FTGS FIRST TR EXCHANGE-TRADED FD $1.85万0.00%500 —— — —
— NYLI MACKAY HIGH YIELD MUNI BOND CLASS I $1.90万0.00%1,585 —— — —
IVW ISHARES TR $1.91万0.00%139 —— — —
— SCHWAB INTERNATIONAL INDEX $1.91万0.00%605 —— — —
DFUV DIMENSIONAL ETF TRUST $1.93万0.00%350 —— — —
— AMG YACKTMAN I $1.96万0.00%760 —— — —
— JPMORGAN INTERNATIONAL FOCUS I $1.96万0.00%585 —— — —
— AMERICAN CENTURY GLOBAL GOLD INV $1.97万0.00%728 —— — —
— INVESCO MAIN STREET SMALL CAP Y $1.98万0.00%739 —— — —
AFLG FIRST TR EXCHNG TRADED FD VI $1.98万0.00%457 —— — —
CIBR FIRST TR EXCHANGE-TRADED FD $1.99万0.00%222 —— — —
— NEW YORK N Y 2.75 40GO UTX DUE 08/01/40OID $2.01万0.00%25,000 —— — —
— SCHWAB GOVERNMENT MONEY INV $2.02万0.00%20,166 —— — —
— IMPAX GLOBAL ENVIRONMENTAL MARKETS INV $2.02万0.00%810 —— — —
— AB SUSTAINABLE GLOBAL THEMATIC A $2.02万0.00%144 —— — —
— AMERICAN CENTURY ULTRA INV $2.03万0.00%205 —— — —
— THE CIGNA GROUP 2.4 30 DUE 03/15/30 $2.03万0.00%22,000 —— — —
CHI CALAMOS CONV OPPORTUNITIES & $2.04万0.00%1,520 —— — —
GRID FIRST TR EXCHANGE-TRADED FD $2.07万0.00%108 —— — —
APO APOLLO GLOBAL MGMT INC $2.08万0.00%176 —— — —
— THE GOLDMAN SACH 6.45 36 DUE 05/01/36 $2.13万0.00%20,000 —— — —
IDEV ISHARES TR $2.15万0.00%241 —— — —
— INVESCO TECHNOLOGY A $2.15万0.00%251 —— — —
WAB WABTEC $2.16万0.00%80 —— — —
— AT&T INC. 4.3 30 DUE 02/15/30 $2.17万0.00%22,000 —— — —
— MERCK & CO., INC 4.95 35 DUE 09/15/35 $2.19万0.00%22,000 —— — —
RHHBY ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS $2.22万0.00%432 —— — —
TSCO TRACTOR SUPPLY CO $2.26万0.00%715 —— — —
IXJ ISHARES TR $2.26万0.00%230 —— — —
— RHEINMETALL AG ORDF $2.26万0.00%20 —— — —
— INVESCO HIGH YIELD Y $2.27万0.00%6,401 —— — —
— VANGUARD VALUE INDEX ADM $2.30万0.00%270 —— — —
— PARNASSUS VALUE EQUITY INVESTOR $2.32万0.00%359 —— — —
CSCO CISCO SYS INC $2.35万0.00%200 —— — —
— SAN DIEGO GAS & ELE 3 32 DUE 03/15/32 $2.36万0.00%26,000 —— — —
— SUMITOMO MITSU3.544 28F DUE 01/17/28 $2.37万0.00%24,000 —— — —
OXY OCCIDENTAL PETE CORP $2.38万0.00%491 —— — —
XLY SELECT SECTOR SPDR TR $2.39万0.00%204 —— — —
— JPMORGAN CHASE 4.125 26 DUE 12/15/26 $2.40万0.00%24,000 —— — —