13F 机构持仓

PFG Advisors

Phoenix AZ · SEC CIK 0001694435

2026Q22026Q1 更早 9 个季度 🔒
$19.84亿2026Q2 申报市值
791持仓数
19.0%前十大占比 · 第一大 2.6%
73 / 78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

QQQ 2.6%
VUG 2.5%
VTI 2.3%
AAPL 2.2%
SPYM 2.1%
NVDA 1.7%
FTEC 1.5%
VOO 1.5%
VIG 1.4%
SCHD 1.3%

2026Q2 买入最多 按季末市值估算

NXT 加仓+$543.21万
GOVT 加仓+$475.38万
CORO 新建仓+$457.46万
ACWX 加仓+$431.04万
BND 加仓+$335.30万

2026Q2 卖出最多 按季末市值估算

SPLV 减仓-$1,320.86万
XLU 减仓-$1,290.87万
GLD 减仓-$1,236.65万
REMX 减仓-$1,145.30万
XLE 减仓-$1,120.75万

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
IHDG WISDOMTREE TR $88.32万0.04%16,862 -26,547-61.2% -$139.05万 减仓
SPMD SPDR SERIES TRUST $88.00万0.04%13,026 5734.6% $3.87万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $87.99万0.04%36,136 -14,047-28.0% -$34.20万 减仓
VBK VANGUARD INDEX FDS $87.60万0.04%2,396 -334-12.2% -$12.21万 减仓
MOAT VANECK ETF TRUST $86.89万0.04%8,359 1,21417.0% $12.62万 加仓
ACWV ISHARES INC $85.41万0.04%7,104 -186-2.6% -$2.24万 减仓
EFG ISHARES TR $85.12万0.04%6,842 761.1% $9,456 加仓
SPDW SPDR INDEX SHS FDS $84.67万0.04%16,804 2,64018.6% $13.30万 加仓
IDEV ISHARES TR $84.20万0.04%9,460 -423-4.3% -$3.77万 减仓
EMR EMERSON ELEC CO $83.09万0.04%5,805 -662-10.2% -$9.48万 减仓
EFAV ISHARES TR $81.95万0.04%9,344 -1,421-13.2% -$12.46万 减仓
QEFA SPDR INDEX SHS FDS $79.77万0.04%8,308 -5,006-37.6% -$48.07万 减仓
KO COCA COLA CO $79.61万0.04%9,795 -14,009-58.9% -$113.85万 减仓
SPCX SPACE EXPLORATION TECHN CORP $79.45万0.04%4,650 4,650— $79.45万 新建仓
SCHZ SCHWAB STRATEGIC TR $79.32万0.04%34,293 4,23114.1% $9.79万 加仓
VZ VERIZON COMMUNICATIONS INC $78.74万0.04%18,598 -811-4.2% -$3.43万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $78.21万0.04%12,125 1,47813.9% $9.53万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $77.29万0.04%29,521 2,76510.3% $7.24万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $76.91万0.04%8,537 -698-7.6% -$6.29万 减仓
MWA MUELLER WTR PRODS INC $76.78万0.04%29,724 3,02211.3% $7.81万 加仓
APRW AIM ETF PRODUCTS TRUST $76.62万0.04%20,630 8374.2% $3.11万 加仓
VST VISTRA CORP $75.93万0.04%4,787 54812.9% $8.69万 加仓
— INNOVATOR ETFS TRUST $75.79万0.04%24,232 6212.6% $1.94万 加仓
— DBX ETF TR $75.50万0.04%16,992 -254-1.5% -$1.13万 减仓
EUSA ISHARES INC $75.31万0.04%6,595 -50-0.8% -$5,709 减仓
ISTB ISHARES TR $75.19万0.04%15,584 -540-3.3% -$2.61万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
MUNI PIMCO ETF TR $74.58万0.04%14,178 -902-6.0% -$4.74万 减仓
— COLLABORATIVE INVESTMNT SER $74.42万0.04%29,779 21,772271.9% $54.41万 加仓
CRM SALESFORCE INC $74.34万0.04%4,745 -371-7.3% -$5.81万 减仓
QCOM QUALCOMM INC $73.80万0.04%3,994 -138-3.3% -$2.55万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $73.47万0.04%16,848 -935-5.3% -$4.08万 减仓
NEE NEXTERA ENERGY INC $73.41万0.04%8,364 -1,402-14.4% -$12.31万 减仓
PM PHILIP MORRIS INTL INC $72.94万0.04%4,032 -549-12.0% -$9.93万 减仓
IQV IQVIA HLDGS INC $72.86万0.04%3,771 -673-15.1% -$13.00万 减仓
TAXF AMERICAN CENTY ETF TR $72.35万0.04%14,232 -5,873-29.2% -$29.85万 减仓
IDA IDACORP INC $72.02万0.04%4,760 71017.5% $10.74万 加仓
BA BOEING CO $71.22万0.04%3,290 -420-11.3% -$9.09万 减仓
— GABELLI CONV & INC SECS FD I $71.08万0.04%151,870 2,9502.0% $1.38万 加仓
TOTL SSGA ACTIVE ETF TR $70.79万0.04%17,935 -1,769-9.0% -$6.98万 减仓
IVOG VANGUARD ADMIRAL FDS INC $70.56万0.04%4,823 -234-4.6% -$3.42万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $70.14万0.04%19,200 -13,055-40.5% -$47.69万 减仓
MTZ MASTEC INC $69.98万0.04%1,682 -5-0.3% -$2,080 减仓
PSI INVESCO EXCHANGE TRADED FD T $69.82万0.04%3,718 -322-8.0% -$6.05万 减仓
IWD ISHARES TR $69.67万0.04%2,874 311.1% $7,515 加仓
AWK AMERICAN WTR WKS CO INC NEW $69.32万0.03%5,268 -1,636-23.7% -$21.53万 减仓
— COLLABORATIVE INVESTMNT SER $69.11万0.03%29,012 29,012— $69.11万 新建仓
OEF ISHARES TR $68.24万0.03%1,865 -693-27.1% -$25.36万 减仓
DECW AIM ETF PRODUCTS TRUST $68.22万0.03%19,137 -50-0.3% -$1,782 减仓
BUFG FIRST TR EXCHNG TRADED FD VI $67.69万0.03%23,089 -1,523-6.2% -$4.46万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $67.29万0.03%13,828 -426-3.0% -$2.07万 减仓
RWL INVESCO EXCH TRADED FD TR II $67.10万0.03%5,252 5,252— $67.10万 新建仓
VNLA JANUS DETROIT STR TR $66.46万0.03%13,601 -2,923-17.7% -$14.28万 减仓
FUTY FIDELITY COVINGTON TRUST $65.99万0.03%11,297 -632-5.3% -$3.69万 减仓
CSX CSX CORP $65.85万0.03%13,854 -524-3.6% -$2.49万 减仓
ADSK AUTODESK INC $65.38万0.03%3,363 -439-11.5% -$8.54万 减仓
GQRE FLEXSHARES TR $65.08万0.03%10,169 -4,829-32.2% -$30.91万 减仓
FLSP FRANKLIN TEMPLETON ETF TR $64.89万0.03%23,434 1,6627.6% $4.60万 加仓
HII HUNTINGTON INGALLS INDS INC $64.60万0.03%2,308 2,308— $64.60万 新建仓
AVDV AMERICAN CENTY ETF TR $63.93万0.03%6,204 6,204— $63.93万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $63.49万0.03%12,554 -1,447-10.3% -$7.32万 减仓
LQD ISHARES TR $63.28万0.03%5,802 -319-5.2% -$3.48万 减仓
INCM FRANKLIN TEMPLETON ETF TR $63.23万0.03%21,913 1,3716.7% $3.96万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $63.17万0.03%5,499 3496.8% $4.01万 加仓
EFA ISHARES TR $63.01万0.03%6,066 4327.7% $4.49万 加仓
TLT ISHARES TR $62.99万0.03%7,289 -99-1.3% -$8,555 减仓
— AIM ETF PRODUCTS TRUST $62.78万0.03%16,494 00.0% — 不变
T AT&T INC $62.66万0.03%30,268 4,76718.7% $9.87万 加仓
GS GOLDMAN SACHS GROUP INC $62.55万0.03%618 -426-40.8% -$43.11万 减仓
NJUL INNOVATOR ETFS TRUST $62.49万0.03%8,070 -135-1.6% -$1.05万 减仓
VOE VANGUARD INDEX FDS $62.30万0.03%3,153 44916.6% $8.87万 加仓
IWS ISHARES TR $61.93万0.03%3,762 -139-3.6% -$2.29万 减仓
BKNG BOOKING HOLDINGS INC $61.88万0.03%3,472 -528-13.2% -$9.41万 减仓
— AIM ETF PRODUCTS TRUST $61.83万0.03%17,361 -50,866-74.6% -$181.16万 减仓
— INNOVATOR ETFS TRUST $61.56万0.03%19,706 -119-0.6% -$3,717 减仓
SPXC SPX TECHNOLOGIES INC $61.32万0.03%2,501 341.4% $8,336 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $60.70万0.03%6,270 -638-9.2% -$6.18万 减仓
AMBA AMBARELLA INC $60.45万0.03%7,045 00.0% — 不变
JULW AIM ETF PRODUCTS TRUST $59.70万0.03%14,625 1220.8% $4,980 加仓
SCHH SCHWAB STRATEGIC TR $59.60万0.03%25,171 -1,041-4.0% -$2.47万 减仓
IYW ISHARES TR $59.55万0.03%2,361 -1,275-35.1% -$32.16万 减仓
IGV ISHARES TR $58.92万0.03%6,503 6,503— $58.92万 新建仓
SHOP SHOPIFY INC $58.49万0.03%5,123 -926-15.3% -$10.57万 减仓
COP CONOCOPHILLIPS $57.70万0.03%5,550 -883-13.7% -$9.18万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $57.66万0.03%4,715 -1-0.0% -$122 减仓
ESGU ISHARES TR $57.50万0.03%3,513 -230-6.1% -$3.76万 减仓
DIS DISNEY WALT CO $57.31万0.03%5,954 -2,314-28.0% -$22.27万 减仓
PH PARKER-HANNIFIN CORP $57.08万0.03%584 -89-13.2% -$8.70万 减仓
CARY ANGEL OAK FUNDS TRUST $56.93万0.03%27,399 27,399— $56.93万 新建仓
MO ALTRIA GROUP INC $56.85万0.03%7,901 -866-9.9% -$6.23万 减仓
— INVESCO EXCHANGE TRADED FD T $56.72万0.03%9,492 40.0% $239 加仓
XLI SELECT SECTOR SPDR TR $56.70万0.03%3,061 -18,044-85.5% -$334.23万 减仓
XLF SELECT SECTOR SPDR TR $56.43万0.03%10,526 -49,077-82.3% -$263.10万 减仓
PEY INVESCO EXCHANGE TRADED FD T $56.40万0.03%24,332 -1,433-5.6% -$3.32万 减仓
ARTY ISHARES TR $56.32万0.03%7,395 -3,821-34.1% -$29.10万 减仓
HOOD ROBINHOOD MKTS INC $56.28万0.03%5,612 4308.3% $4.31万 加仓
ARKF ARK ETF TR $55.95万0.03%14,179 -255,644-94.7% -$1,008.77万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $55.89万0.03%10,021 -7,346-42.3% -$40.97万 减仓
HIMU BLACKROCK ETF TRUST II $55.68万0.03%11,181 -7,098-38.8% -$35.35万 减仓
SCHW SCHWAB CHARLES CORP $55.64万0.03%6,030 -533-8.1% -$4.92万 减仓