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 |
|---|---|---|---|---|---|---|---|---|
| — | AB GROWTH A | $8.81万 | 0.01% | 795 | — | — | — | — |
| SWK | STANLEY BLACK & DECKER INC | $8.88万 | 0.01% | 944 | — | — | — | — |
| RITM | RITHM CAPITAL CORP | $8.96万 | 0.01% | 9,545 | — | — | — | — |
| — | US TREASUR NT 3.75 08/26UST NOTE DUE 08/31/26 | $9.00万 | 0.01% | 90,000 | — | — | — | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $9.09万 | 0.01% | 300 | — | — | — | — |
| — | MORGAN STANLEY VAR 31 DUE 03/25/31 | $9.10万 | 0.01% | 123,000 | — | — | — | — |
| VCEB | VANGUARD WORLD FD | $9.60万 | 0.02% | 1,530 | — | — | — | — |
| — | MORGAN STANLEY FIN 0 27 DUE 04/05/27 | $9.69万 | 0.02% | 100,000 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC | $9.78万 | 0.02% | 975 | — | — | — | — |
| SBLK | STAR BULK CARRIERS CORP. | $9.81万 | 0.02% | 3,928 | — | — | — | — |
| — | CAPITAL ONE, NTNL 3.2 27CD FDIC INS DUE 06/15/27US | $9.92万 | 0.02% | 100,000 | — | — | — | — |
| — | LIGHTSTONE VALUE PLUS REIT V INC | $9.92万 | 0.02% | 5,990 | — | — | — | — |
| COP | CONOCOPHILLIPS | $10.19万 | 0.02% | 980 | — | — | — | — |
| — | LORD ABBETT MUNICIPAL OPPORTUNITIES I | $10.30万 | 0.02% | 9,785 | — | — | — | — |
| SO | SOUTHERN CO | $10.40万 | 0.02% | 1,087 | — | — | — | — |
| SYLD | CAMBRIA ETF TR | $10.49万 | 0.02% | 1,327 | — | — | — | — |
| CIVIX | CAUSEWAY INTERNATIONAL VALUE INSTL | $10.59万 | 0.02% | 4,212 | — | — | — | — |
| SPDW | SPDR INDEX SHS FDS | $10.78万 | 0.02% | 2,140 | — | — | — | — |
| MOAT | VANECK ETF TRUST | $10.80万 | 0.02% | 1,039 | — | — | — | — |
| — | JENSEN QUALITY GROWTH I | $10.98万 | 0.02% | 2,525 | — | — | — | — |
| — | NUVEEN DIVIDEND GROWTH A | $11.03万 | 0.02% | 1,803 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $11.18万 | 0.02% | 2,641 | — | — | — | — |
| — | FIDELITY BLUE CHIP GROWTH | $11.27万 | 0.02% | 359 | — | — | — | — |
| — | MORGAN STANLEY FIN 0 27 DUE 12/03/27 | $11.36万 | 0.02% | 100,000 | — | — | — | — |
| — | CITIGROUP GLOBAL MA 0 27 DUE 09/03/27 | $11.58万 | 0.02% | 100,000 | — | — | — | — |
| MGV | VANGUARD WORLD FD | $11.61万 | 0.02% | 710 | — | — | — | — |
| PNW | PINNACLE WEST CAP CORP | $11.61万 | 0.02% | 1,085 | — | — | — | — |
| FANG | DIAMONDBACK ENERGY INC | $11.74万 | 0.02% | 668 | — | — | — | — |
| DHR | DANAHER CORP DEL | $11.81万 | 0.02% | 620 | — | — | — | — |
| D | DOMINION ENERGY INC | $12.00万 | 0.02% | 1,757 | — | — | — | — |
| SUSC | ISHARES TR | $12.10万 | 0.02% | 5,228 | — | — | — | — |
| — | CIM REAL ASSETS & CREDIT A | $12.14万 | 0.02% | 5,797 | — | — | — | — |
| SUSB | ISHARES TR | $12.21万 | 0.02% | 4,885 | — | — | — | — |
| — | PACIFIC POINT REALTY FUND LLC | $12.43万 | 0.02% | 124,346 | — | — | — | — |
| — | STORMFIELD REAL ESTATE INCOME FUND LP | $12.62万 | 0.02% | 126,155 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $12.88万 | 0.02% | 458 | — | — | — | — |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $12.89万 | 0.02% | 186 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TR | $12.99万 | 0.02% | 2,865 | — | — | — | — |
| — | INVESCO ROCHESTER MUNICIPAL OPPS A | $12.99万 | 0.02% | 19,506 | — | — | — | — |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | $13.33万 | 0.02% | 1,973 | — | — | — | — |
| GNL | GLOBAL NET LEASE INC | $13.37万 | 0.02% | 14,951 | — | — | — | — |
| UPWK | UPWORK INC | $13.53万 | 0.02% | 16,184 | — | — | — | — |
| IWF | ISHARES TR | $13.56万 | 0.02% | 1,092 | — | — | — | — |
| BP | BP PLC | $13.68万 | 0.02% | 3,703 | — | — | — | — |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | $14.06万 | 0.02% | 5,146 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $14.17万 | 0.02% | 433 | — | — | — | — |
| — | FIDELITY ADVISOR HEALTH CARE A | $14.76万 | 0.02% | 2,404 | — | — | — | — |
| ITOT | ISHARES TR | $14.78万 | 0.02% | 900 | — | — | — | — |
| — | VANGUARD EXTENDED MARKET INDEX ADMIRAL | $15.15万 | 0.02% | 811 | — | — | — | — |
| — | CITIGROUP INC. VAR 34 DUE 01/29/34 | $15.16万 | 0.02% | 208,000 | — | — | — | — |
| TEL | TE CONNECTIVITY PLC | $15.75万 | 0.03% | 781 | — | — | — | — |
| ASTS | AST SPACEMOBILE INC | $15.84万 | 0.03% | 1,783 | — | — | — | — |
| V | VISA INC | $16.02万 | 0.03% | 467 | — | — | — | — |
| ET | ENERGY TRANSFER L P | $16.06万 | 0.03% | 8,400 | — | — | — | — |
| — | JANUS HENDERSON BALANCED I | $16.08万 | 0.03% | 3,229 | — | — | — | — |
| — | BNP PARIBAS SA 0 27F DUE 11/04/27 | $16.27万 | 0.03% | 100,000 | — | — | — | — |
| AON | AON PLC | $16.62万 | 0.03% | 501 | — | — | — | — |
| IWV | ISHARES TR | $16.63万 | 0.03% | 390 | — | — | — | — |
| — | FIDELITY ADVISOR TECHNOLOGY - A | $16.79万 | 0.03% | 3,024 | — | — | — | — |
| — | BANK MONTREAL MEDIUM | $17.05万 | 0.03% | 2,000 | — | — | — | — |
| CSX | CSX CORP | $17.11万 | 0.03% | 3,600 | — | — | — | — |
| GOOGL | ALPHABET INC | $17.12万 | 0.03% | 479 | — | — | — | — |
| IJH | ISHARES TR | $17.16万 | 0.03% | 2,226 | — | — | — | — |
| — | NEXUS SERIES B LLC | $17.50万 | 0.03% | 175,000 | — | — | — | — |
| — | FIDELITY ADVISOR ENERGY - A | $17.70万 | 0.03% | 2,295 | — | — | — | — |
| BRSP | BRIGHTSPIRE CAPITAL INC | $17.83万 | 0.03% | 32,708 | — | — | — | — |
| ORCL | ORACLE CORP | $17.86万 | 0.03% | 1,219 | — | — | — | — |
| VSGX | VANGUARD WORLD FD | $18.14万 | 0.03% | 2,203 | — | — | — | — |
| — | BNP PARIBAS SA 0 28F DUE 02/07/28 | $18.24万 | 0.03% | 115,000 | — | — | — | — |
| — | APOLLO DIVERSIFIED RE FD CL C | $18.63万 | 0.03% | 8,476 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $18.67万 | 0.03% | 1,478 | — | — | — | — |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $18.71万 | 0.03% | 37,498 | — | — | — | — |
| RTX | RTX CORPORATION | $19.14万 | 0.03% | 1,009 | — | — | — | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $19.96万 | 0.03% | 2,255 | — | — | — | — |
| AGNC | AGNC INVT CORP | $20.45万 | 0.03% | 18,760 | — | — | — | — |
| — | DBX ETF TR | $20.49万 | 0.03% | 4,612 | — | — | — | — |
| SNPE | DBX ETF TR | $20.49万 | 0.03% | 2,976 | — | — | — | — |
| — | AMERICAN FUNDS AMERICAN BALANCED A | $20.52万 | 0.03% | 5,000 | — | — | — | — |
| USSG | DBX ETF TR | $20.77万 | 0.03% | 2,990 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $21.09万 | 0.03% | 363 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $21.16万 | 0.03% | 509 | — | — | — | — |
| SPYM | SPDR SERIES TRUST | $21.39万 | 0.03% | 2,434 | — | — | — | — |
| — | GRIFFIN CAPITAL QUALIFIED OPPORTUNITY ZONE FUND III LP | $21.39万 | 0.03% | 213,904 | — | — | — | — |
| USXF | ISHARES TR | $21.65万 | 0.04% | 3,117 | — | — | — | — |
| T | AT&T INC | $21.85万 | 0.04% | 10,556 | — | — | — | — |
| — | VANGUARD WELLESLEY INCOME ADMIRAL | $22.10万 | 0.04% | 3,536 | — | — | — | — |
| IWM | ISHARES TR | $22.23万 | 0.04% | 740 | — | — | — | — |
| — | MORGAN STANLEY FIN 0 28 DUE 01/03/28 | $22.60万 | 0.04% | 200,000 | — | — | — | — |
| — | COUNTERPOINT TACTICAL INCOME I | $23.67万 | 0.04% | 21,514 | — | — | — | — |
| — | FIDELITY ADVISOR GROWTH OPPS A | $23.76万 | 0.04% | 973 | — | — | — | — |
| — | ISHARES TR | $23.91万 | 0.04% | 5,118 | — | — | — | — |
| — | INVESCO STEELPATH MLP ALPHA Y | $23.92万 | 0.04% | 23,001 | — | — | — | — |
| — | VANGUARD LARGE CAP INDEX ADMIRAL | $24.98万 | 0.04% | 1,437 | — | — | — | — |
| — | FIDELITY 500 INDEX | $25.27万 | 0.04% | 967 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $25.74万 | 0.04% | 356 | — | — | — | — |
| IWB | ISHARES TR | $26.49万 | 0.04% | 647 | — | — | — | — |
| XOP | SPDR SERIES TRUST | $27.30万 | 0.04% | 1,770 | — | — | — | — |
| IQSU | NEW YORK LIFE INVESTMENTS ET | $27.38万 | 0.04% | 4,374 | — | — | — | — |
| — | CARLYLE TACTICAL PRIVATE CREDIT N | $27.47万 | 0.04% | 34,252 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $27.65万 | 0.04% | 1,138 | — | — | — | — |