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
— UNITED DEV FUNDING XXXPENDING FUTURE DISTRIBUTEFF: 03/20/2025 $00.00%99 —— — —
— ENERPULSE TECH XXXREGISTRATION REVOKED BY THE SEC EFF: 10/24/18 $00.00%1,477 —— — —
— WALGREENS BOOTS ALLIANCE $00.00%8 —— — —
— PASSPORT POTASH INC XXXREGISTRATION REVOKED BY THE SEC EFF: 12/12/18 $00.00%1,155 —— — —
— CALL S & P 500 INDEX $6500 EXP 12/18/26 $00.00%0 —— — —
— APPTIGO INTL INC XXXREGISTRATION REVOKED BY THE SEC EFF: 02/27/19 $00.00%115 —— — —
— GENERAL EUROPEAN STRATEG $00.00%980 —— — —
— VERVE THERAPEUTICS INC $00.00%1 —— — —
— PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC $00.00%1,484 —— — —
— ORCHIDS PAPER PRODS XXXBANKRUPTCY EFF: 02/28/20 $00.00%110 —— — —
— VINCO VENTURES INC $00.00%5 —— — —
— FIRST REP BK SAN FRA $00.00%30 —— — —
— HARVEST NATURAL RES $00.00%62 —— — —
— P D L BIOPHARMA INC $00.00%13 —— — —
— CGS INTL INC $00.00%79 —— — —
— MMEX RES CORP $00.00%3 —— — —
— FIDELITY ADVISOR STRATEGIC INCOME I $00.00%0 —— — —
— SEARS ROEBUCK ACCE 7 PFD DUE 07/15/42SUBJ TO XTRO REDEMPTION $00.00%75 —— — —
— CYBERARK SOFTWARE LTD CORP ACT EXP: 08/10/26 $00.00%1 —— — —
— VALENCE TECHNOLOGY INC BANKRUPTCY EFF: 03/07/14 $00.00%29 —— — —
— EVERGREEN ENERGY INC $00.00%9 —— — —
— SONDER HLDGS INC CLASS A $00.00%62 —— — —
— PLX PHARMA INC. XXXBANKRUPTCY EFF: 10/02/23 $00.00%1,050 —— — —
— GWG HLDGS INC 5.5XXXPEND POSSIBLE FUTURE DISTRIBUTIONS $00.00%206,565 —— — —
SVA SINOVAC BIOTECH LTD $00.00%11 —— — —
— BITCOIN SERVICES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 07/29/21 $00.00%260 —— — —
— PUT S & P 500 INDEX $7500 EXP 09/18/26 $00.00%0 —— — —
— APELLIS PHARMACEUTICALS $00.00%100 —— — —
— ORBITE TECHNOLOGIES IN FCLASS A $00.00%500 —— — —
— SORRENTO THERAPEUTICS IN $00.00%18 —— — —
— RENTECH INC $00.00%7 —— — —
— GNMA PL 780656 6.5 27 DUE 10/15/27 $10.00%25,000 —— — —
— VANGUARD INTERM-TERM BOND INDEX ADM $10.00%0 —— — —
— FIDELITY CAPITAL & INCOME $10.00%0 —— — —
— PGIM GLOBAL TOTAL RETURN A $10.00%0 —— — —
— REFINED ENERGY CORP F $30.00%25 —— — —
— AB HIGH INCOME A $30.00%0 —— — —
— PIMCO INCOME A $30.00%0 —— — —
— PGIM TOTAL RETURN BOND A $30.00%0 —— — —
— PGIM GLOBAL TOTAL RETURN Z $40.00%1 —— — —
— UNIT CORP 27 WTSWARRANTS EXP 09/03/27 $40.00%2 —— — —
— IBIO INC $40.00%2 —— — —
— NOCERA INC $50.00%55 —— — —
— HARTFORD WORLD BOND F $50.00%1 —— — —
— LORD ABBETT SHORT DURATION INCOME I $70.00%2 —— — —
— SEIKO EPSON CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $80.00%1 —— — —
— BLACKROCK MULTI-ASSET INCOME PORTFOLIO K $100.00%1 —— — —
STNE STONECO LTD $110.00%1 —— — —
— VANGUARD INTERM-TERM TX-EX INV $120.00%1 —— — —
— HONG KONG & CHINA GAS FSPONSORED ADR 1 ADR REPS 1 ORD SHS $120.00%15 —— — —
— BLACKROCK LOW DURATION BOND INV A $140.00%2 —— — —
— LORD ABBETT FLOATING RATE I $140.00%2 —— — —
— LORD ABBETT INVESTMENT GRADE FLTNG RT I $160.00%2 —— — —
TME TENCENT MUSIC ENTMT GROUP $170.00%2 —— — —
— FRANKLIN FEDERAL TAX FREE INCOME A $170.00%2 —— — —
AEG AEGON LTD $170.00%2 —— — —
— JULIUS BAER GROUP LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $170.00%1 —— — —
— PGIM TOTAL RETURN BOND Z $170.00%1 —— — —
— JPMORGAN STRATEGIC INCOME OPPORTS A $190.00%2 —— — —
— JPMORGAN CORE PLUS BOND R6 $190.00%3 —— — —
SONY SONY GROUP CORP $200.00%1 —— — —
— JPMORGAN GOVERNMENT BOND I $210.00%2 —— — —
— VEOLIA ENVIRONNEMENT FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $210.00%1 —— — —
— COHEN & STEERS REAL ESTATE SECURITIES I $240.00%1 —— — —
— AMERICAN FUNDS BOND FUND OF AMER A $240.00%2 —— — —
— MARFRIG GLOBAL FOODS S FSPONSORED ADR 1 ADR REPS 1 ORD SHS $240.00%7 —— — —
— LORD ABBETT BOND DEBENTURE F3 $250.00%4 —— — —
BCS BARCLAYS PLC $270.00%1 —— — —
UMC UNITED MICROELECTRONICS CORP $270.00%1 —— — —
BVN COMPANIA DE MINAS BUENAVENTU $290.00%1 —— — —
— JHANCOCK BOND R6 $290.00%2 —— — —
— GROWGENERATION CORP $300.00%20 —— — —
— AMERICAN FUNDS AMERICAN HIGH-INC F1 $310.00%3 —— — —
— ALLSPRING SPECTRUM INCOME ALLC A $310.00%3 —— — —
— JPMORGAN EQUITY INCOME R6 $330.00%1 —— — —
DB DEUTSCHE BK AG $340.00%1 —— — —
— ORION PROPERTIES INC $350.00%12 —— — —
IX ORIX CORP $380.00%1 —— — —
TEO TELECOM ARGENTINA SA $390.00%3 —— — —
MUFG MITSUBISHI UFJ FINANCIAL GRO $400.00%2 —— — —
LYG LLOYDS BANKING GROUP PLC $410.00%7 —— — —
MFC MANULIFE FINL CORP $410.00%1 —— — —
— COMMERZBANK A G FSPONSORED ADR 1 ADR REPS 1 ORD SHS $420.00%1 —— — —
— EATON VANCE FLOATING-RATE & HI INC INST $430.00%6 —— — —
— INVESCO CORPORATE BOND Y $460.00%7 —— — —
PBH PRESTIGE CONSMR HEALTHCARE I $470.00%1 —— — —
SMFG SUMITOMO MITSUI FIN GRP INC $470.00%2 —— — —
FLHY FRANKLIN TEMPLETON ETF TR $490.00%2 —— — —
— EATON VANCE TOTAL RETURN BOND I $500.00%5 —— — —
CAE CAE INC $500.00%2 —— — —
FOXA FOX CORP $520.00%1 —— — —
CLOI VANECK ETF TRUST $530.00%1 —— — —
PHG KONINKLIJKE PHILIPS N V $540.00%2 —— — —
NEO NEOGENOMICS INC $580.00%4 —— — —
LI LI AUTO INC $590.00%5 —— — —
— PGIM SHORT DURATION HIGH YIELD INCOME Z $600.00%7 —— — —
— TOEWS MANAGED RISK EQUITY $610.00%5 —— — —
EGO ELDORADO GOLD CORP NEW $620.00%2 —— — —
STLA STELLANTIS N.V $630.00%11 —— — —
— PGIM HIGH YIELD Z $640.00%13 —— — —