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
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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 |
|---|---|---|---|---|---|---|---|---|
| — | COLUMBIA STRATEGIC MUNICIPAL INC A | $2.41万 | 0.00% | 1,639 | — | — | — | — |
| — | FISERV, INC. 5.6 33 DUE 03/02/33 | $2.42万 | 0.00% | 24,000 | — | — | — | — |
| VOE | VANGUARD INDEX FDS | $2.43万 | 0.00% | 123 | — | — | — | — |
| — | BANK OF AMERICA C VAR 34 DUE 04/25/34 | $2.43万 | 0.00% | 24,000 | — | — | — | — |
| EBAY | EBAY INC. | $2.45万 | 0.00% | 219 | — | — | — | — |
| IWR | ISHARES TR | $2.45万 | 0.00% | 222 | — | — | — | — |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.46万 | 0.00% | 510 | — | — | — | — |
| — | CALVERT CORE BOND I | $2.46万 | 0.00% | 1,569 | — | — | — | — |
| — | BP CAPITAL MARK 3.937 28 DUE 09/21/28 | $2.47万 | 0.00% | 25,000 | — | — | — | — |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2.48万 | 0.00% | 186 | — | — | — | — |
| SLF | SUN LIFE FINANCIAL INC. | $2.49万 | 0.00% | 317 | — | — | — | — |
| PFE | PFIZER INC | $2.49万 | 0.00% | 1,035 | — | — | — | — |
| — | V.F. CORP 6 33 DUE 10/15/33 | $2.50万 | 0.00% | 25,000 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $2.50万 | 0.00% | 341 | — | — | — | — |
| — | VOYA GNMA INCOME A | $2.51万 | 0.00% | 3,340 | — | — | — | — |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.51万 | 0.00% | 481 | — | — | — | — |
| — | ROYCE SMALLER-COMPANIES GROWTH SVC | $2.52万 | 0.00% | 2,574 | — | — | — | — |
| — | THE PNC FINL SER 3.45 29 DUE 04/23/29 | $2.53万 | 0.00% | 26,000 | — | — | — | — |
| — | META PLATFORMS, 4.75 34 DUE 08/15/34 | $2.55万 | 0.00% | 26,000 | — | — | — | — |
| — | BP CAPITAL MAR3.723 28F DUE 11/28/28 | $2.55万 | 0.00% | 26,000 | — | — | — | — |
| — | VANGUARD US GROWTH ADMIRAL | $2.55万 | 0.00% | 128 | — | — | — | — |
| — | CANADIAN IMPER6.092 33F DUE 10/03/33 | $2.55万 | 0.00% | 24,000 | — | — | — | — |
| SA | SEABRIDGE GOLD INC | $2.57万 | 0.00% | 1,000 | — | — | — | — |
| — | WELLS FARGO & CO 4.15 29 DUE 01/24/29 | $2.58万 | 0.00% | 26,000 | — | — | — | — |
| DBSDY | DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $2.58万 | 0.00% | 127 | — | — | — | — |
| — | MORGAN STANLEY VAR 31 DUE 11/30/31 | $2.58万 | 0.00% | 36,000 | — | — | — | — |
| CALF | PACER FDS TR | $2.58万 | 0.00% | 510 | — | — | — | — |
| — | MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION | $2.63万 | 0.00% | 1,500 | — | — | — | — |
| AFL | AFLAC INC | $2.65万 | 0.00% | 226 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $2.65万 | 0.00% | 54 | — | — | — | — |
| UL | UNILEVER PLC | $2.69万 | 0.00% | 447 | — | — | — | — |
| IVE | ISHARES TR | $2.72万 | 0.00% | 120 | — | — | — | — |
| — | PACIFIC GAS AND E 2.1 27 DUE 08/01/27 | $2.72万 | 0.00% | 28,000 | — | — | — | — |
| — | VICTORY RS SCIENCE AND TECHNOLOGY A | $2.74万 | 0.00% | 716 | — | — | — | — |
| — | BROADCOM INC. 4.15 30 DUE 11/15/30 | $2.74万 | 0.00% | 28,000 | — | — | — | — |
| FERG | FERGUSON ENTERPRISES INC | $2.75万 | 0.00% | 116 | — | — | — | — |
| — | BAKER HUGHES HO 3.337 27 DUE 12/15/27 | $2.76万 | 0.00% | 28,000 | — | — | — | — |
| FMC | FMC CORP | $2.77万 | 0.00% | 2,410 | — | — | — | — |
| PML | PIMCO MUN INCOME FD II | $2.80万 | 0.00% | 3,674 | — | — | — | — |
| IWS | ISHARES TR | $2.80万 | 0.00% | 170 | — | — | — | — |
| LH | LABCORP HOLDINGS INC | $2.80万 | 0.00% | 100 | — | — | — | — |
| — | THE BANK OF NOV9.41 33F DUE 07/29/33 | $2.80万 | 0.00% | 39,000 | — | — | — | — |
| XLV | SELECT SECTOR SPDR TR | $2.82万 | 0.00% | 178 | — | — | — | — |
| HUBB | HUBBELL INC | $2.83万 | 0.00% | 54 | — | — | — | — |
| — | CHARTER COMMUNICA 2.8 31 DUE 04/01/31 | $2.85万 | 0.00% | 32,000 | — | — | — | — |
| — | PIMCO RAE WORLDWIDE LONG/SHORT PLUS INST | $2.86万 | 0.00% | 3,999 | — | — | — | — |
| MSIF | MSC INCOME FUND INC | $2.88万 | 0.00% | 2,485 | — | — | — | — |
| SCHV | SCHWAB STRATEGIC TR | $2.89万 | 0.00% | 831 | — | — | — | — |
| — | CAPITAL ONE FINL VAR 35 DUE 02/01/35 | $2.90万 | 0.00% | 28,000 | — | — | — | — |
| IWP | ISHARES TR | $2.93万 | 0.00% | 200 | — | — | — | — |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2.93万 | 0.00% | 1,312 | — | — | — | — |
| — | AMERICAN FUNDS AMERICAN HIGH-INC A | $2.98万 | 0.00% | 3,037 | — | — | — | — |
| — | EATON VANCE FLOATING RATE ADV | $3.05万 | 0.00% | 3,870 | — | — | — | — |
| — | MORGAN STANLEY VAR 35 DUE 04/19/35 | $3.11万 | 0.01% | 30,000 | — | — | — | — |
| VB | VANGUARD INDEX FDS | $3.12万 | 0.01% | 103 | — | — | — | — |
| — | AMERICAN HONDA F 4.15 29 DUE 01/08/29 | $3.16万 | 0.01% | 32,000 | — | — | — | — |
| IMCB | ISHARES TR | $3.17万 | 0.01% | 328 | — | — | — | — |
| — | GUGGENHEIM MACRO OPPORTUNITIES INSTL | $3.21万 | 0.01% | 1,304 | — | — | — | — |
| — | ORACLE CORP 2.875 31 DUE 03/25/31 | $3.22万 | 0.01% | 36,000 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $3.23万 | 0.01% | 28 | — | — | — | — |
| — | MORGAN STANLEY VAR 33 DUE 10/31/33 | $3.24万 | 0.01% | 51,000 | — | — | — | — |
| RPG | INVESCO EXCHANGE TRADED FD T | $3.27万 | 0.01% | 512 | — | — | — | — |
| — | INVESCO STEELPATH MLP ALPHA A | $3.29万 | 0.01% | 3,427 | — | — | — | — |
| — | T-MOBILE USA, IN 5.75 34 DUE 01/15/34 | $3.31万 | 0.01% | 32,000 | — | — | — | — |
| MCD | MCDONALDS CORP | $3.32万 | 0.01% | 123 | — | — | — | — |
| — | GLOBAL SELF STORAGE INC | $3.37万 | 0.01% | 6,425 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC | $3.37万 | 0.01% | 137 | — | — | — | — |
| ITT | ITT INC | $3.40万 | 0.01% | 172 | — | — | — | — |
| DFAE | DIMENSIONAL ETF TRUST | $3.41万 | 0.01% | 847 | — | — | — | — |
| — | ELI LILLY AND CO 5.1 35 DUE 02/12/35 | $3.45万 | 0.01% | 34,000 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $3.46万 | 0.01% | 87 | — | — | — | — |
| ENB | ENBRIDGE INC | $3.46万 | 0.01% | 639 | — | — | — | — |
| RPM | RPM INTL INC | $3.47万 | 0.01% | 312 | — | — | — | — |
| OKE | ONEOK INC NEW | $3.48万 | 0.01% | 400 | — | — | — | — |
| SIEGY | SIEMENS A G F | $3.59万 | 0.01% | 223 | — | — | — | — |
| UAL | UNITED AIRLS HLDGS INC | $3.60万 | 0.01% | 265 | — | — | — | — |
| — | BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.64万 | 0.01% | 372 | — | — | — | — |
| — | AQR EQUITY MARKET NEUTRAL I | $3.64万 | 0.01% | 3,200 | — | — | — | — |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $3.70万 | 0.01% | 3,110 | — | — | — | — |
| — | DTF TAX-FREE INCOME 2028 TER | $3.73万 | 0.01% | 3,232 | — | — | — | — |
| STM | STMICROELECTRONICS N V | $3.74万 | 0.01% | 500 | — | — | — | — |
| — | FEDERATED HERMES PREM MUNI I | $3.75万 | 0.01% | 3,260 | — | — | — | — |
| — | NEXPOINT REAL ES 9 PFDPFD SER B | $3.75万 | 0.01% | 1,500 | — | — | — | — |
| FTMH | PUTNAM ETF TRUST | $3.76万 | 0.01% | 3,167 | — | — | — | — |
| SAP | SAP SE | $3.78万 | 0.01% | 245 | — | — | — | — |
| — | NATIONAL HEALTHCARE PROPERTIES, INC | $3.78万 | 0.01% | 2,684 | — | — | — | — |
| — | THORNBURG INVESTMENT INCOME BUILDER I | $3.79万 | 0.01% | 1,000 | — | — | — | — |
| — | NOMURA TAX-FREE CO A | $3.80万 | 0.01% | 3,638 | — | — | — | — |
| — | THORNBURG GLOBAL OPPORTUNITIES I | $3.81万 | 0.01% | 731 | — | — | — | — |
| RCL | ROYAL CARIBBEAN GROUP | $3.81万 | 0.01% | 120 | — | — | — | — |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | $3.82万 | 0.01% | 468 | — | — | — | — |
| YUM | YUM BRANDS INC | $3.84万 | 0.01% | 240 | — | — | — | — |
| VBK | VANGUARD INDEX FDS | $3.88万 | 0.01% | 106 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC | $3.90万 | 0.01% | 131 | — | — | — | — |
| BAC | BANK OF AMER CORP | $3.98万 | 0.01% | 698 | — | — | — | — |
| — | FIDELITY SELECT SEMICONDUCTORS | $3.99万 | 0.01% | 559 | — | — | — | — |
| — | INVESCO MULTI-ASSET INCOME A | $4.07万 | 0.01% | 4,924 | — | — | — | — |
| SAFRY | SAFRAN FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $4.08万 | 0.01% | 415 | — | — | — | — |
| ACWI | ISHARES TR | $4.08万 | 0.01% | 260 | — | — | — | — |
| SPYI | NEOS ETF TRUST | $4.09万 | 0.01% | 771 | — | — | — | — |