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
AEM AGNICO EAGLE MINES LTD $1.61万0.00%104 —— — —
— HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $1.60万0.00%382 —— — —
MGK VANGUARD WORLD FD $1.58万0.00%180 —— — —
— FIDELITY EXTENDED MARKET INDEX $1.58万0.00%132 —— — —
— LORD ABBETT NATIONAL TAX FREE I $1.58万0.00%1,509 —— — —
— EATON VANCE MUNICIPAL OPPORTUNITIES I $1.57万0.00%1,352 —— — —
ZBH ZIMMER BIOMET HOLDINGS INC $1.57万0.00%182 —— — —
AGI ALAMOS GOLD INC $1.57万0.00%516 —— — —
— FRANKLIN US GOVERNMENT SECS ADV $1.55万0.00%3,013 —— — —
— SOUTH CAROLINA ST 5 30DB UTX DUE 04/01/30 $1.55万0.00%15,000 —— — —
HL HECLA MINING COMPANY $1.54万0.00%1,000 —— — —
— INVESCO HIGH YIELD MUNICIPAL Y $1.54万0.00%1,833 —— — —
— INVESCO S&P 500 INDEX Y $1.53万0.00%190 —— — —
— INVESCO AMT-FREE MUNICIPAL INC Y $1.53万0.00%2,255 —— — —
— VANGUARD SMALL CAP VALUE INDEX ADMIRAL $1.52万0.00%146 —— — —
ACGL ARCH CAP GROUP LTD $1.52万0.00%157 —— — —
— ANDERSON CNTY S C S 5 28GO UTX DUE 03/01/28 $1.50万0.00%15,000 —— — —
TFPM TRIPLE FLAG PRECIOUS METAL $1.50万0.00%500 —— — —
— VICTORY RS VALUE A $1.50万0.00%579 —— — —
— FREE MARKET US EQUITY INSTL $1.50万0.00%472 —— — —
EIX EDISON INTL $1.49万0.00%200 —— — —
— FIDELITY SELECT BIOTECHNOLOGY $1.48万0.00%508 —— — —
— RBB FUND TRUST $1.47万0.00%1,000 —— — —
— US TREASURY 5 05/37UST BOND DUE 05/15/37 $1.47万0.00%14,000 —— — —
MS MORGAN STANLEY $1.46万0.00%70 —— — —
ABT ABBOTT LABORATORIES $1.45万0.00%160 —— — —
ETW EATON VANCE TAX-MANAGED GLOB $1.44万0.00%1,495 —— — —
NXPI NXP SEMICONDUCTORS N V $1.43万0.00%51 —— — —
FTCS FIRST TR EXCHANGE-TRADED FD $1.43万0.00%152 —— — —
HTGC HERCULES CAPITAL INC $1.42万0.00%900 —— — —
— VIRTUS CONVERTIBLE & INCOME $1.39万0.00%793 —— — —
IJR ISHARES TR $1.38万0.00%93 —— — —
SPOT SPOTIFY TECHNOLOGY S A $1.38万0.00%30 —— — —
ETN EATON CORP PLC $1.36万0.00%32 —— — —
TJX TJX COS INC NEW $1.36万0.00%90 —— — —
RSPT INVESCO EXCHANGE TRADED FD T $1.35万0.00%209 —— — —
TXN TEXAS INSTRS INC $1.31万0.00%44 —— — —
— FREE MARKET INTERNATIONAL EQ INSTL $1.31万0.00%769 —— — —
PGR PROGRESSIVE CORP $1.31万0.00%60 —— — —
— FRANKLIN INCOME ADV $1.31万0.00%5,198 —— — —
XLE SELECT SECTOR SPDR TR $1.29万0.00%242 —— — —
— DFA GLOBAL ALLOCATION 60/40 I $1.27万0.00%540 —— — —
— FINL GRAVITY COS INC $1.27万0.00%158,709 —— — —
— CITIGROUP INC. 6 33 DUE 10/31/33 $1.25万0.00%12,000 —— — —
— JPMORGAN CHASE & VAR 35 DUE 04/22/35 $1.25万0.00%12,000 —— — —
ECHO ECHOSTAR CORP $1.24万0.00%122 —— — —
COF CAPITAL ONE FINL CORP $1.22万0.00%61 —— — —
VGLT VANGUARD SCOTTSDALE FDS $1.21万0.00%219 —— — —
APH AMPHENOL CORP $1.20万0.00%68 —— — —
LNG CHENIERE ENERGY INC $1.20万0.00%50 —— — —
— EDISON INTERNTNL 5.2 34 DUE 06/01/34 $1.19万0.00%12,000 —— — —
VTIP VANGUARD MALVERN FDS $1.19万0.00%236 —— — —
— INVESCO SELECT RISK: GROWTH INVESTOR A $1.17万0.00%633 —— — —
DYNF BLACKROCK ETF TRUST $1.17万0.00%172 —— — —
ANET ARISTA NETWORKS INC $1.16万0.00%68 —— — —
— HENSOLDT AG FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS $1.16万0.00%1,500 —— — —
— VOC ENERGY TR $1.15万0.00%4,000 —— — —
IFRA ISHARES TR $1.14万0.00%181 —— — —
GAB GABELLI EQUITY TR INC $1.13万0.00%2,000 —— — —
— T-MOBILE USA, INC 3.5 31 DUE 04/15/31 $1.13万0.00%12,000 —— — —
NEM NEWMONT CORP $1.12万0.00%120 —— — —
NU NU HLDGS LTD $1.12万0.00%838 —— — —
— WISCONSIN POWER 5.375 34 DUE 03/30/34 $1.12万0.00%11,000 —— — —
— BLACKROCK SHORT DURATION MUNI INSTL $1.11万0.00%1,111 —— — —
— DWS ENHANCED COMMODITY STRATEGY A $1.10万0.00%1,757 —— — —
— COSCO SHIPPING HLD ORDFCLASS H $1.09万0.00%6,592 —— — —
— T. ROWE PRICE HEALTH SCIENCES $1.09万0.00%122 —— — —
— FORD MOTOR CO 7.45 31 DUE 07/16/31 $1.08万0.00%10,000 —— — —
— FIDELITY ADVISOR STRATEGIC DIV & INC A $1.08万0.00%546 —— — —
PLD PROLOGIS INC. $1.07万0.00%79 —— — —
— EBAY INC. 6.3 32 DUE 11/22/32 $1.06万0.00%10,000 —— — —
CNQ CANADIAN NAT RES LTD MED TER $1.06万0.00%268 —— — —
— BANK OF AMERICA C VAR 32 DUE 07/21/32 $1.06万0.00%12,000 —— — —
MRSH MARSH & MCLENNAN COS INC $1.05万0.00%63 —— — —
EOI EATON VANCE ENHANCED EQUITY $1.04万0.00%530 —— — —
— YORK CNTY S C SCH D 5 29GO UTX DUE 03/01/29 $1.04万0.00%10,000 —— — —
PPTA PERPETUA RESOURCES CORP $1.04万0.00%500 —— — —
USMV ISHARES TR $1.03万0.00%107 —— — —
— SIMON PROPERTY GR 5.5 33 DUE 03/08/33 $1.03万0.00%10,000 —— — —
— ENTERGY ARKANSAS 5.45 34 DUE 06/01/34 $1.03万0.00%10,000 —— — —
— DEERE & CO 5.375 29 DUE 10/16/29 $1.03万0.00%10,000 —— — —
— CLARK CNTY NEV 4 34DB LTX DUE 06/01/34 $1.02万0.00%10,000 —— — —
ARKK ARK ETF TR $1.01万0.00%125 —— — —
— GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL $1.01万0.00%428 —— — —
— GENERAL ELECTRIC 5.25 34 DUE 05/15/34 $1.00万0.00%10,000 —— — —
BNDX VANGUARD CHARLOTTE FDS $9,9770.00%206 —— — —
— DIGITALBRIDGE GROUP INC $9,9730.00%632 —— — —
— WASTE MANAGEMEN 4.625 33 DUE 02/15/33 $9,9220.00%10,000 —— — —
— AMERICAN FUNDS GROWTH FUND OF AMER A $9,8990.00%112 —— — —
KMB KIMBERLY-CLARK CORP $9,8790.00%90 —— — —
— NORTHROP GRUMMAN 3.25 28 DUE 01/15/28 $9,8310.00%10,000 —— — —
AXP AMERICAN EXPRESS CO $9,8090.00%29 —— — —
YUMC YUM CHINA HLDGS INC $9,8090.00%240 —— — —
DEO DIAGEO PLC $9,7800.00%122 —— — —
ADM ARCHER DANIELS MIDLAND CO $9,7790.00%128 —— — —
DSU BLACKROCK DEBT STRATEGIES FD $9,7490.00%1,005 —— — —
— SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD $9,5400.00%587 —— — —
XLB SELECT SECTOR SPDR TR $9,4540.00%186 —— — —
— NVIDIA CORP 2.85 30 DUE 04/01/30 $9,4480.00%10,000 —— — —
— FRANKLIN RISING DIVIDENDS A $9,4150.00%99 —— — —