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
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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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $2.80万 | 0.00% | 170 | — | — | — | — |
| PML | PIMCO MUN INCOME FD II | $2.80万 | 0.00% | 3,674 | — | — | — | — |
| FMC | FMC CORP | $2.77万 | 0.00% | 2,410 | — | — | — | — |
| — | BAKER HUGHES HO 3.337 27 DUE 12/15/27 | $2.76万 | 0.00% | 28,000 | — | — | — | — |
| FERG | FERGUSON ENTERPRISES INC | $2.75万 | 0.00% | 116 | — | — | — | — |
| — | BROADCOM INC. 4.15 30 DUE 11/15/30 | $2.74万 | 0.00% | 28,000 | — | — | — | — |
| — | VICTORY RS SCIENCE AND TECHNOLOGY A | $2.74万 | 0.00% | 716 | — | — | — | — |
| — | PACIFIC GAS AND E 2.1 27 DUE 08/01/27 | $2.72万 | 0.00% | 28,000 | — | — | — | — |
| IVE | ISHARES TR | $2.72万 | 0.00% | 120 | — | — | — | — |
| UL | UNILEVER PLC | $2.69万 | 0.00% | 447 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $2.65万 | 0.00% | 54 | — | — | — | — |
| AFL | AFLAC INC | $2.65万 | 0.00% | 226 | — | — | — | — |
| — | MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION | $2.63万 | 0.00% | 1,500 | — | — | — | — |
| CALF | PACER FDS TR | $2.58万 | 0.00% | 510 | — | — | — | — |
| — | MORGAN STANLEY VAR 31 DUE 11/30/31 | $2.58万 | 0.00% | 36,000 | — | — | — | — |
| DBSDY | DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $2.58万 | 0.00% | 127 | — | — | — | — |
| — | WELLS FARGO & CO 4.15 29 DUE 01/24/29 | $2.58万 | 0.00% | 26,000 | — | — | — | — |
| SA | SEABRIDGE GOLD INC | $2.57万 | 0.00% | 1,000 | — | — | — | — |
| — | CANADIAN IMPER6.092 33F DUE 10/03/33 | $2.55万 | 0.00% | 24,000 | — | — | — | — |
| — | VANGUARD US GROWTH ADMIRAL | $2.55万 | 0.00% | 128 | — | — | — | — |
| — | BP CAPITAL MAR3.723 28F DUE 11/28/28 | $2.55万 | 0.00% | 26,000 | — | — | — | — |
| — | META PLATFORMS, 4.75 34 DUE 08/15/34 | $2.55万 | 0.00% | 26,000 | — | — | — | — |
| — | THE PNC FINL SER 3.45 29 DUE 04/23/29 | $2.53万 | 0.00% | 26,000 | — | — | — | — |
| — | ROYCE SMALLER-COMPANIES GROWTH SVC | $2.52万 | 0.00% | 2,574 | — | — | — | — |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.51万 | 0.00% | 481 | — | — | — | — |
| — | VOYA GNMA INCOME A | $2.51万 | 0.00% | 3,340 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $2.50万 | 0.00% | 341 | — | — | — | — |
| — | V.F. CORP 6 33 DUE 10/15/33 | $2.50万 | 0.00% | 25,000 | — | — | — | — |
| PFE | PFIZER INC | $2.49万 | 0.00% | 1,035 | — | — | — | — |
| SLF | SUN LIFE FINANCIAL INC. | $2.49万 | 0.00% | 317 | — | — | — | — |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2.48万 | 0.00% | 186 | — | — | — | — |
| — | BP CAPITAL MARK 3.937 28 DUE 09/21/28 | $2.47万 | 0.00% | 25,000 | — | — | — | — |
| — | CALVERT CORE BOND I | $2.46万 | 0.00% | 1,569 | — | — | — | — |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.46万 | 0.00% | 510 | — | — | — | — |
| IWR | ISHARES TR | $2.45万 | 0.00% | 222 | — | — | — | — |
| EBAY | EBAY INC. | $2.45万 | 0.00% | 219 | — | — | — | — |
| — | BANK OF AMERICA C VAR 34 DUE 04/25/34 | $2.43万 | 0.00% | 24,000 | — | — | — | — |
| VOE | VANGUARD INDEX FDS | $2.43万 | 0.00% | 123 | — | — | — | — |
| — | FISERV, INC. 5.6 33 DUE 03/02/33 | $2.42万 | 0.00% | 24,000 | — | — | — | — |
| — | COLUMBIA STRATEGIC MUNICIPAL INC A | $2.41万 | 0.00% | 1,639 | — | — | — | — |
| — | JPMORGAN CHASE 4.125 26 DUE 12/15/26 | $2.40万 | 0.00% | 24,000 | — | — | — | — |
| XLY | SELECT SECTOR SPDR TR | $2.39万 | 0.00% | 204 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP | $2.38万 | 0.00% | 491 | — | — | — | — |
| — | SUMITOMO MITSU3.544 28F DUE 01/17/28 | $2.37万 | 0.00% | 24,000 | — | — | — | — |
| — | SAN DIEGO GAS & ELE 3 32 DUE 03/15/32 | $2.36万 | 0.00% | 26,000 | — | — | — | — |
| CSCO | CISCO SYS INC | $2.35万 | 0.00% | 200 | — | — | — | — |
| — | PARNASSUS VALUE EQUITY INVESTOR | $2.32万 | 0.00% | 359 | — | — | — | — |
| — | VANGUARD VALUE INDEX ADM | $2.30万 | 0.00% | 270 | — | — | — | — |
| — | INVESCO HIGH YIELD Y | $2.27万 | 0.00% | 6,401 | — | — | — | — |
| — | RHEINMETALL AG ORDF | $2.26万 | 0.00% | 20 | — | — | — | — |
| IXJ | ISHARES TR | $2.26万 | 0.00% | 230 | — | — | — | — |
| TSCO | TRACTOR SUPPLY CO | $2.26万 | 0.00% | 715 | — | — | — | — |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $2.22万 | 0.00% | 432 | — | — | — | — |
| — | MERCK & CO., INC 4.95 35 DUE 09/15/35 | $2.19万 | 0.00% | 22,000 | — | — | — | — |
| — | AT&T INC. 4.3 30 DUE 02/15/30 | $2.17万 | 0.00% | 22,000 | — | — | — | — |
| WAB | WABTEC | $2.16万 | 0.00% | 80 | — | — | — | — |
| — | INVESCO TECHNOLOGY A | $2.15万 | 0.00% | 251 | — | — | — | — |
| IDEV | ISHARES TR | $2.15万 | 0.00% | 241 | — | — | — | — |
| — | THE GOLDMAN SACH 6.45 36 DUE 05/01/36 | $2.13万 | 0.00% | 20,000 | — | — | — | — |
| APO | APOLLO GLOBAL MGMT INC | $2.08万 | 0.00% | 176 | — | — | — | — |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2.07万 | 0.00% | 108 | — | — | — | — |
| CHI | CALAMOS CONV OPPORTUNITIES & | $2.04万 | 0.00% | 1,520 | — | — | — | — |
| — | THE CIGNA GROUP 2.4 30 DUE 03/15/30 | $2.03万 | 0.00% | 22,000 | — | — | — | — |
| — | AMERICAN CENTURY ULTRA INV | $2.03万 | 0.00% | 205 | — | — | — | — |
| — | AB SUSTAINABLE GLOBAL THEMATIC A | $2.02万 | 0.00% | 144 | — | — | — | — |
| — | IMPAX GLOBAL ENVIRONMENTAL MARKETS INV | $2.02万 | 0.00% | 810 | — | — | — | — |
| — | SCHWAB GOVERNMENT MONEY INV | $2.02万 | 0.00% | 20,166 | — | — | — | — |
| — | NEW YORK N Y 2.75 40GO UTX DUE 08/01/40OID | $2.01万 | 0.00% | 25,000 | — | — | — | — |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.00% | 222 | — | — | — | — |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.98万 | 0.00% | 457 | — | — | — | — |
| — | INVESCO MAIN STREET SMALL CAP Y | $1.98万 | 0.00% | 739 | — | — | — | — |
| — | AMERICAN CENTURY GLOBAL GOLD INV | $1.97万 | 0.00% | 728 | — | — | — | — |
| — | JPMORGAN INTERNATIONAL FOCUS I | $1.96万 | 0.00% | 585 | — | — | — | — |
| — | AMG YACKTMAN I | $1.96万 | 0.00% | 760 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $1.93万 | 0.00% | 350 | — | — | — | — |
| — | SCHWAB INTERNATIONAL INDEX | $1.91万 | 0.00% | 605 | — | — | — | — |
| IVW | ISHARES TR | $1.91万 | 0.00% | 139 | — | — | — | — |
| — | NYLI MACKAY HIGH YIELD MUNI BOND CLASS I | $1.90万 | 0.00% | 1,585 | — | — | — | — |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1.85万 | 0.00% | 500 | — | — | — | — |
| NUV | NUVEEN MUN VALUE FD INC | $1.84万 | 0.00% | 2,000 | — | — | — | — |
| — | WELLS FARGO & CO VAR 33 DUE 03/02/33 | $1.84万 | 0.00% | 20,000 | — | — | — | — |
| — | LOOMIS SAYLES GROWTH Y | $1.82万 | 0.00% | 580 | — | — | — | — |
| GME | GAMESTOP CORP | $1.77万 | 0.00% | 800 | — | — | — | — |
| — | VANGUARD SMALL CAP INDEX ADMIRAL SHARES | $1.77万 | 0.00% | 122 | — | — | — | — |
| — | NUVEEN HIGH YIELD MUNICIPAL BOND I | $1.76万 | 0.00% | 1,213 | — | — | — | — |
| — | MORGAN STANLEY VAR 26 DUE 09/22/26 | $1.74万 | 0.00% | 18,000 | — | — | — | — |
| — | BOSTON PARTNERS LONG/SHORT RSRCH INSTL | $1.71万 | 0.00% | 1,145 | — | — | — | — |
| URI | UNITED RENTALS INC | $1.70万 | 0.00% | 15 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $1.70万 | 0.00% | 134 | — | — | — | — |
| UBS | UBS GROUP AG | $1.69万 | 0.00% | 340 | — | — | — | — |
| — | ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1.68万 | 0.00% | 164 | — | — | — | — |
| — | KOHL S CORP 6 33 DUE 01/15/33 | $1.68万 | 0.00% | 20,000 | — | — | — | — |
| MTUM | ISHARES TR | $1.68万 | 0.00% | 49 | — | — | — | — |
| HYT | BLACKROCK CORPOR HI YLD FD I | $1.67万 | 0.00% | 1,950 | — | — | — | — |
| VNOM | VIPER ENERGY INC | $1.67万 | 0.00% | 393 | — | — | — | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.66万 | 0.00% | 192 | — | — | — | — |
| SDIV | GLOBAL X FDS | $1.63万 | 0.00% | 666 | — | — | — | — |
| PGX | INVESCO EXCH TRADED FD TR II | $1.63万 | 0.00% | 1,500 | — | — | — | — |
| — | AMERICAN HIGH-INCOME MUNICIPAL BOND F-2 | $1.62万 | 0.00% | 1,045 | — | — | — | — |
| IWO | ISHARES TR | $1.62万 | 0.00% | 41 | — | — | — | — |