13F 机构持仓

PFG Advisors

Phoenix AZ · SEC CIK 0001694435

2026Q22026Q1 更早 9 个季度 🔒
$20.54亿2026Q1 申报市值
788持仓数
17.0%前十大占比 · 第一大 2.3%
46 / 34新建仓 / 清仓
申报市值走势$19.84亿2026Q2
26Q126Q2

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

VTI 2.3%
VUG 2.1%
AAPL 2.0%
QQQ 2.0%
SCHD 1.6%
SPYM 1.6%
NVDA 1.5%
MSFT 1.3%
VOO 1.3%
VIG 1.2%

2026Q1 买入最多 按季末市值估算

SPLV 加仓+$1,316.83万
XLE 加仓+$1,207.85万
FCG 新建仓+$1,205.83万
IEI 加仓+$1,156.55万
SCHD 加仓+$1,079.01万

2026Q1 卖出最多 按季末市值估算

ACWI 减仓-$1,148.02万
VWO 减仓-$1,044.54万
XLI 减仓-$995.53万
SPHB 减仓-$978.87万
XLC 减仓-$939.45万

2026Q1 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
SPMB SPDR SERIES TRUST $52.64万0.03%23,509 -4,260-15.3% -$9.54万 减仓
— DIREXION SHARES ETF TRUST $52.79万0.03%15,726 15,726— $52.79万 新建仓
ESGU ISHARES TR $52.94万0.03%3,743 -1,641-30.5% -$23.21万 减仓
GILD GILEAD SCIENCES INC $52.94万0.03%3,799 1825.0% $2.54万 加仓
— INNOVATOR ETFS TRUST $53.10万0.03%13,733 -2,074-13.1% -$8.02万 减仓
QCOM QUALCOMM INC $53.21万0.03%4,132 -152-3.5% -$1.96万 减仓
MTZ MASTEC INC $54.28万0.03%1,687 -16-0.9% -$5,148 减仓
EFA ISHARES TR $54.72万0.03%5,634 67713.7% $6.58万 加仓
SRE SEMPRA $55.17万0.03%5,678 -776-12.0% -$7.54万 减仓
PEY INVESCO EXCHANGE TRADED FD T $55.19万0.03%25,765 -5,259-17.0% -$11.26万 减仓
TIP ISHARES TR $55.82万0.03%5,058 -742-12.8% -$8.19万 减仓
CAFX PROFESIONALLY MANAGED PORTFO $55.97万0.03%22,563 2110.9% $5,234 加仓
JULW AIM ETF PRODUCTS TRUST $56.29万0.03%14,503 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $56.33万0.03%26,212 1,4916.0% $3.20万 加仓
VLO VALERO ENERGY CORP $56.78万0.03%2,298 36418.8% $8.99万 加仓
IWS ISHARES TR $56.86万0.03%3,901 -374-8.7% -$5.45万 减仓
MSI MOTOROLA SOLUTIONS INC $57.21万0.03%1,318 781145.4% $33.90万 加仓
XT ISHARES TR $57.31万0.03%8,410 -13,876-62.3% -$94.56万 减仓
— AIM ETF PRODUCTS TRUST $57.48万0.03%16,494 00.0% — 不变
VCLT VANGUARD SCOTTSDALE FDS $57.83万0.03%7,739 600.8% $4,483 加仓
MO ALTRIA GROUP INC $57.85万0.03%8,767 6087.5% $4.01万 加仓
IDA IDACORP INC $57.90万0.03%4,050 69520.7% $9.94万 加仓
STLD STEEL DYNAMICS INC $58.46万0.03%3,248 3,248— $58.46万 新建仓
NJUL INNOVATOR ETFS TRUST $58.60万0.03%8,205 -13,325-61.9% -$95.16万 减仓
DUK DUKE ENERGY CORP NEW $58.88万0.03%4,497 1,24438.2% $16.29万 加仓
CSX CSX CORP $59.02万0.03%14,378 7,748116.9% $31.81万 加仓
INCM FRANKLIN TEMPLETON ETF TR $59.06万0.03%20,542 6,82349.7% $19.62万 加仓
FLSP FRANKLIN TEMPLETON ETF TR $59.22万0.03%21,772 -38,599-63.9% -$104.99万 减仓
— INNOVATOR ETFS TRUST $59.25万0.03%19,825 -116-0.6% -$3,467 减仓
PH PARKER-HANNIFIN CORP $60.25万0.03%673 436.8% $3.85万 加仓
EOG EOG RES INC $60.36万0.03%4,175 -40-0.9% -$5,783 减仓
BKLN INVESCO EXCH TRADED FD TR II $60.38万0.03%29,584 4,53718.1% $9.26万 加仓
IWD ISHARES TR $60.75万0.03%2,843 30.1% $641 加仓
SCHW SCHWAB CHARLES CORP $61.68万0.03%6,563 -120-1.8% -$1.13万 减仓
PNW PINNACLE WEST CAP CORP $62.47万0.03%6,201 6,201— $62.47万 新建仓
CLIP GLOBAL X FDS $63.02万0.03%6,279 -249-3.8% -$2.50万 减仓
IVOG VANGUARD ADMIRAL FDS INC $63.23万0.03%5,057 100.2% $1,250 加仓
VST VISTRA CORP $63.73万0.03%4,239 65518.3% $9.85万 加仓
— GABELLI CONV & INC SECS FD I $63.74万0.03%148,920 6,0204.2% $2.58万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $63.80万0.03%6,908 -2,331-25.2% -$21.53万 减仓
TLT ISHARES TR $64.05万0.03%7,388 -17,049-69.8% -$147.80万 减仓
DECW AIM ETF PRODUCTS TRUST $64.10万0.03%19,187 1480.8% $4,945 加仓
ARCC ARES CAPITAL CORP $64.60万0.03%35,849 1,3543.9% $2.44万 加仓
SPDW SPDR INDEX SHS FDS $64.66万0.03%14,164 -10,213-41.9% -$46.62万 减仓
HYG ISHARES TR $65.26万0.03%8,203 -479-5.5% -$3.81万 减仓
OUNZ VANECK MERK GOLD ETF $65.35万0.03%14,507 1,62812.6% $7.33万 加仓
AIQ GLOBAL X FDS $65.45万0.03%14,025 2,49321.6% $11.63万 加仓
IYW ISHARES TR $65.96万0.03%3,636 -115-3.1% -$2.09万 减仓
BUFG FIRST TR EXCHNG TRADED FD VI $66.11万0.03%24,612 -608-2.4% -$1.63万 减仓
EDV VANGUARD WORLD FD $66.54万0.03%10,244 4,86590.4% $31.60万 加仓
LQD ISHARES TR $66.72万0.03%6,121 2,08851.8% $22.76万 加仓
INCY INCYTE CORP $67.09万0.03%7,128 3,37890.1% $31.79万 加仓
LDUR PIMCO ETF TR $67.15万0.03%7,007 -16,664-70.4% -$159.69万 减仓
BKNG BOOKING HOLDINGS INC $67.51万0.03%160 53.2% $2.11万 加仓
NOW SERVICENOW INC $67.59万0.03%6,465 -736-10.2% -$7.69万 减仓
EUSA ISHARES INC $67.63万0.03%6,645 120.2% $1,221 加仓
TJX TJX COS INC NEW $68.13万0.03%4,266 992.4% $1.58万 加仓
FNDC SCHWAB STRATEGIC TR $68.48万0.03%14,771 -10,870-42.4% -$50.39万 减仓
ATI ATI INC $68.72万0.03%4,724 4,724— $68.72万 新建仓
MOAT VANECK ETF TRUST $69.09万0.03%7,145 2,25146.0% $21.77万 加仓
SHY ISHARES TR $69.14万0.03%8,374 -604-6.7% -$4.99万 减仓
HDV ISHARES TR $69.18万0.03%5,097 2,03366.4% $27.59万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $69.44万0.03%9,235 -210-2.2% -$1.58万 减仓
SCHZ SCHWAB STRATEGIC TR $69.80万0.03%30,062 6,00625.0% $13.95万 加仓
APRW AIM ETF PRODUCTS TRUST $70.02万0.03%19,793 6183.2% $2.19万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $70.26万0.03%26,756 3,13913.3% $8.24万 加仓
— INNOVATOR ETFS TRUST $70.39万0.03%23,611 8673.8% $2.58万 加仓
FUTY FIDELITY COVINGTON TRUST $70.47万0.03%11,929 -7,335-38.1% -$43.33万 减仓
JPST J P MORGAN EXCHANGE TRADED F $70.86万0.03%14,001 5,57766.2% $28.23万 加仓
NUTX NUTEX HEALTH INC $71.41万0.03%7,514 1,44223.7% $13.70万 加仓
SHOP SHOPIFY INC $71.75万0.03%6,049 -440-6.8% -$5.22万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.03%1 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $71.97万0.04%5,203 -2,709-34.2% -$37.47万 减仓
— DIMENSIONAL ETF TRUST $72.14万0.04%11,551 1,18111.4% $7.38万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $72.41万0.04%14,254 2,76424.1% $14.04万 加仓
URI UNITED RENTALS INC $72.41万0.04%994 555.9% $4.01万 加仓
QDPL PACER FDS TR $72.55万0.04%18,076 2,58716.7% $10.38万 加仓
MWA MUELLER WTR PRODS INC $73.40万0.04%26,702 2,2849.4% $6.28万 加仓
SPMD SPDR SERIES TRUST $73.74万0.04%12,453 2912.4% $1.72万 加仓
BA BOEING CO $73.84万0.04%3,710 501.4% $9,951 加仓
T AT&T INC $73.93万0.04%25,501 3,42215.5% $9.92万 加仓
IJK ISHARES TR $74.67万0.04%7,421 901.2% $9,056 加仓
WST WEST PHARMACEUTICAL SVSC INC $74.91万0.04%2,989 -65-2.1% -$1.63万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $74.97万0.04%4,721 77119.5% $12.24万 加仓
VCSH VANGUARD SCOTTSDALE FDS $75.00万0.04%9,461 96511.4% $7.65万 加仓
MCD MCDONALDS CORP $75.28万0.04%2,422 -202-7.7% -$6.28万 减仓
EFG ISHARES TR $75.35万0.04%6,766 -928-12.1% -$10.33万 减仓
IMCG ISHARES TR $75.55万0.04%9,592 -356-3.6% -$2.80万 减仓
PM PHILIP MORRIS INTL INC $75.75万0.04%4,581 2776.4% $4.58万 加仓
IQV IQVIA HLDGS INC $75.79万0.04%4,444 3007.2% $5.12万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $76.08万0.04%25,800 6,45133.3% $19.02万 加仓
IYE ISHARES TR $76.15万0.04%11,757 11,757— $76.15万 新建仓
STIP ISHARES TR $76.49万0.04%7,396 4,870192.8% $50.37万 加仓
MGC VANGUARD WORLD FD $76.54万0.04%3,238 -3-0.1% -$709 减仓
— DBX ETF TR $76.56万0.04%17,246 -5,661-24.7% -$25.13万 减仓
DE DEERE & CO $77.08万0.04%1,368 1088.6% $6.09万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $77.26万0.04%12,851 -17,348-57.4% -$104.29万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $77.52万0.04%17,783 -3,915-18.0% -$17.07万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $78.06万0.04%3,614 -157-4.2% -$3.39万 减仓
ISTB ISHARES TR $78.14万0.04%16,124 -674-4.0% -$3.27万 减仓