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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $3,241.50万 | 5.26% | 640,614 | — | — | — | — |
| HYLB | DBX ETF TR | $2,864.71万 | 4.65% | 784,423 | — | — | — | — |
| SPSM | SPDR SERIES TRUST | $2,434.00万 | 3.95% | 422,057 | — | — | — | — |
| SHYG | ISHARES TR | $2,375.94万 | 3.85% | 560,230 | — | — | — | — |
| EPS | WISDOMTREE TR | $2,367.19万 | 3.84% | 304,306 | — | — | — | — |
| SPMD | SPDR SERIES TRUST | $2,076.26万 | 3.37% | 307,321 | — | — | — | — |
| — | DBX ETF TR | $1,968.34万 | 3.19% | 420,187 | — | — | — | — |
| SPYG | SPDR SERIES TRUST | $1,962.18万 | 3.18% | 164,903 | — | — | — | — |
| SPIB | SPDR SERIES TRUST | $1,931.77万 | 3.13% | 577,336 | — | — | — | — |
| STIP | ISHARES TR | $1,921.34万 | 3.12% | 188,071 | — | — | — | — |
| SPEM | SPDR INDEX SHS FDS | $1,607.37万 | 2.61% | 310,423 | — | — | — | — |
| SPYD | SPDR SERIES TRUST | $1,520.00万 | 2.47% | 318,591 | — | — | — | — |
| VWOB | VANGUARD WHITEHALL FDS | $1,518.91万 | 2.46% | 225,894 | — | — | — | — |
| SPBO | SPDR SERIES TRUST | $1,308.76万 | 2.12% | 450,676 | — | — | — | — |
| SPYV | SPDR SERIES TRUST | $1,182.46万 | 1.92% | 194,516 | — | — | — | — |
| ICVT | ISHARES TR | $1,073.65万 | 1.74% | 88,192 | — | — | — | — |
| TSLA | TESLA INC | $1,016.88万 | 1.65% | 24,177 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $931.29万 | 1.51% | 27,309 | — | — | — | — |
| ARM | ARM HOLDINGS PLC | $910.64万 | 1.48% | 25,683 | — | — | — | — |
| IEUR | ISHARES TR | $907.05万 | 1.47% | 120,667 | — | — | — | — |
| AMZN | AMAZON COM INC | $906.29万 | 1.47% | 38,025 | — | — | — | — |
| AAPL | APPLE INC | $797.41万 | 1.29% | 27,558 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $772.57万 | 1.25% | 16,177 | — | — | — | — |
| NVS | NOVARTIS AG | $752.73万 | 1.22% | 48,030 | — | — | — | — |
| MSFT | MICROSOFT CORP | $665.87万 | 1.08% | 17,851 | — | — | — | — |
| ASML | ASML HLDG NV | $661.89万 | 1.07% | 3,327 | — | — | — | — |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $634.19万 | 1.03% | 6,341,887 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $570.01万 | 0.92% | 7,633 | — | — | — | — |
| GOOG | ALPHABET INC | $543.43万 | 0.88% | 15,380 | — | — | — | — |
| IPAC | ISHARES TR | $538.77万 | 0.87% | 65,760 | — | — | — | — |
| VMBS | VANGUARD SCOTTSDALE FDS | $535.77万 | 0.87% | 114,456 | — | — | — | — |
| MRNA | MODERNA INC | $532.80万 | 0.86% | 76,081 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $532.36万 | 0.86% | 91,471 | — | — | — | — |
| TFLO | ISHARES TR | $530.59万 | 0.86% | 104,797 | — | — | — | — |
| BSV | VANGUARD BD INDEX FDS | $526.25万 | 0.85% | 67,546 | — | — | — | — |
| ICSH | ISHARES TR | $522.83万 | 0.85% | 103,366 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $456.66万 | 0.74% | 9,126 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $413.91万 | 0.67% | 12,021 | — | — | — | — |
| WMT | WALMART INC | $410.53万 | 0.67% | 36,247 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $408.10万 | 0.66% | 16,069 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW | $400.74万 | 0.65% | 10,814 | — | — | — | — |
| META | META PLATFORMS INC | $383.83万 | 0.62% | 6,814 | — | — | — | — |
| MMM | 3M CO | $337.04万 | 0.55% | 20,816 | — | — | — | — |
| IVV | ISHARES TR | $323.52万 | 0.52% | 4,320 | — | — | — | — |
| AZN | ASTRAZENECA PLC | $317.25万 | 0.51% | 16,731 | — | — | — | — |
| TFIN | TRIUMPH FINANCIAL INC | $317.12万 | 0.51% | 41,557 | — | — | — | — |
| KO | COCA COLA CO | $316.76万 | 0.51% | 38,976 | — | — | — | — |
| BA | BOEING CO | $308.27万 | 0.50% | 14,241 | — | — | — | — |
| SPTM | SPDR SERIES TRUST | $292.54万 | 0.47% | 32,222 | — | — | — | — |
| SBUX | STARBUCKS CORP | $288.92万 | 0.47% | 28,273 | — | — | — | — |
| NFLX | NETFLIX INC. | $284.24万 | 0.46% | 39,809 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO | $283.32万 | 0.46% | 30,904 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $263.46万 | 0.43% | 17,967 | — | — | — | — |
| NVO | NOVO-NORDISK A S | $261.93万 | 0.42% | 54,637 | — | — | — | — |
| SYK | STRYKER CORPORATION | $248.23万 | 0.40% | 7,884 | — | — | — | — |
| DIS | DISNEY WALT CO | $247.81万 | 0.40% | 25,746 | — | — | — | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $246.58万 | 0.40% | 72,524 | — | — | — | — |
| — | CLIFFWATER CORPORATE LENDING I | $233.30万 | 0.38% | 222,828 | — | — | — | — |
| FSK | FS KKR CAP CORP | $223.19万 | 0.36% | 212,564 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.23万 | 0.36% | 18,876 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $206.46万 | 0.33% | 2,207 | — | — | — | — |
| CRM | SALESFORCE INC | $206.33万 | 0.33% | 13,170 | — | — | — | — |
| ADSK | AUTODESK INC | $201.48万 | 0.33% | 10,363 | — | — | — | — |
| — | APOLLO DIVERSIFIED CREDIT FD CL A | $198.06万 | 0.32% | 89,015 | — | — | — | — |
| INTC | INTEL CORP | $197.33万 | 0.32% | 14,132 | — | — | — | — |
| — | INVESCO STEELPATH MLP INCOME A | $196.07万 | 0.32% | 288,343 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $192.24万 | 0.31% | 4,834 | — | — | — | — |
| BBDC | BARINGS BDC INC | $190.94万 | 0.31% | 224,104 | — | — | — | — |
| NKE | NIKE INC | $188.90万 | 0.31% | 46,016 | — | — | — | — |
| INTU | INTUIT | $169.73万 | 0.28% | 6,503 | — | — | — | — |
| — | APOLLO DIVERSIFIED RE FD CL A | $155.86万 | 0.25% | 65,104 | — | — | — | — |
| PFFA | ETFIS SER TR I | $147.83万 | 0.24% | 71,864 | — | — | — | — |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $141.27万 | 0.23% | 7,841 | — | — | — | — |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $140.82万 | 0.23% | 108,244 | — | — | — | — |
| QUAL | ISHARES TR | $123.47万 | 0.20% | 5,627 | — | — | — | — |
| — | TIDAL TRUST III | $113.07万 | 0.18% | 65,319 | — | — | — | — |
| — | BNP PARIBAS SA 0 27F DUE 08/04/27 | $111.27万 | 0.18% | 775,000 | — | — | — | — |
| — | MIDAS DISCOVERY | $108.71万 | 0.18% | 338,655 | — | — | — | — |
| — | FIDELITY ADVISOR TECHNOLOGY - I | $105.64万 | 0.17% | 18,996 | — | — | — | — |
| — | APOLLO DIVERSIFIED CREDIT FD CL C | $92.59万 | 0.15% | 41,631 | — | — | — | — |
| WPC | WP CAREY INC | $86.60万 | 0.14% | 12,112 | — | — | — | — |
| XME | SPDR SERIES TRUST | $85.64万 | 0.14% | 8,009 | — | — | — | — |
| ARCC | ARES CAPITAL CORP | $84.61万 | 0.14% | 45,662 | — | — | — | — |
| — | FRANKLIN BSP CAPITAL CORPORATION | $84.27万 | 0.14% | 62,565 | — | — | — | — |
| — | EXXON MOBIL CORP | $81.38万 | 0.13% | 5,952 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $69.00万 | 0.11% | 1,005 | — | — | — | — |
| — | BNP PARIBAS SA 0 27F DUE 10/06/27 | $68.63万 | 0.11% | 450,000 | — | — | — | — |
| IAU | ISHARES GOLD TR | $67.96万 | 0.11% | 9,000 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $64.29万 | 0.10% | 2,950 | — | — | — | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.22万 | 0.10% | 11,370 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $63.81万 | 0.10% | 3,849 | — | — | — | — |
| OBDC | BLUE OWL CAPITAL CORPORATION | $62.97万 | 0.10% | 57,926 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $61.87万 | 0.10% | 7,182 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $61.83万 | 0.10% | 19,497 | — | — | — | — |
| — | VANGUARD TAX-MANAGED CAPITAL APP ADM | $61.36万 | 0.10% | 1,588 | — | — | — | — |
| — | FIDELITY ADVISOR GROWTH OPPS I | $60.81万 | 0.10% | 2,222 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $60.58万 | 0.10% | 3,027 | — | — | — | — |
| ESGU | ISHARES TR | $60.33万 | 0.10% | 3,686 | — | — | — | — |
| AVGO | BROADCOM INC | $57.91万 | 0.09% | 1,533 | — | — | — | — |
| — | STONE RIDGE REINSURANCE RISK PRM INTER | $56.28万 | 0.09% | 9,239 | — | — | — | — |