IFG Advisory, LLC
ATLANTA GA · SEC CIK 0001728319
$3,488.46万2026Q1 申报市值
335持仓数
43.0%前十大占比 · 第一大 15.3%
156 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CBSH 新建仓+$533.38万
DKL 新建仓+$171.58万
BIP 新建仓+$145.68万
WES 新建仓+$142.35万
MPLX 重新持有+$99.77万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$6,392.92万
QQQ 减仓-$5,057.63万
VTI 减仓-$4,825.15万
AAPL 减仓-$4,194.02万
DIMENSIONAL ETF 减仓-$3,638.74万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $23.55万 | 0.68% | 6,406 | 150 | 2.4% | $5,514 | 重新持有 |
| DFGP | DIMENSIONAL ETF TRUST | $24.21万 | 0.69% | 4,485 | 4,485 | — | $24.21万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.49万 | 0.70% | 511 | -23,729 | -97.9% | -$1,137.09万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $24.91万 | 0.71% | 7,333 | -618,838 | -98.8% | -$2,102.19万 | 减仓 |
| DVY | ISHARES TR | $24.94万 | 0.71% | 1,647 | -42,415 | -96.3% | -$642.20万 | 减仓 |
| HD | HOME DEPOT INC | $32.08万 | 0.92% | 975 | -17,433 | -94.7% | -$573.61万 | 减仓 |
| CAT | CATERPILLAR INC | $33.44万 | 0.96% | 472 | -3,851 | -89.1% | -$272.83万 | 减仓 |
| AAPL | APPLE INC | $33.68万 | 0.97% | 1,327 | -165,240 | -99.2% | -$4,194.02万 | 减仓 |
| WS | WORTHINGTON STL INC | $36.42万 | 1.04% | 12,000 | -3,178 | -20.9% | -$9.65万 | 重新持有 |
| CAPL | CROSSAMERICA PARTNERS LP | $39.96万 | 1.15% | 19,230 | 19,230 | — | $39.96万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $47.21万 | 1.35% | 2,707 | -156,083 | -98.3% | -$2,722.09万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $52.90万 | 1.52% | 12,530 | -133,892 | -91.4% | -$565.31万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $53.02万 | 1.52% | 8,160 | 2,565 | 45.8% | $16.66万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $62.57万 | 1.79% | 12,000 | -3,514 | -22.7% | -$18.32万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $70.67万 | 2.03% | 18,187 | -936,377 | -98.1% | -$3,638.74万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $82.08万 | 2.35% | 16,612 | -12,038 | -42.0% | -$59.48万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $89.63万 | 2.57% | 46,441 | 8,465 | 22.3% | $16.34万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $142.35万 | 4.08% | 34,577 | 34,577 | — | $142.35万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $145.68万 | 4.18% | 40,333 | 40,333 | — | $145.68万 | 新建仓 |
| MPLX | MPLX LP | $150.21万 | 4.31% | 26,320 | 17,482 | 197.8% | $99.77万 | 重新持有 |
| DKL | DELEK LOGISTICS PARTNERS LP | $171.58万 | 4.92% | 34,481 | 34,481 | — | $171.58万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $533.38万 | 15.29% | 108,410 | 108,410 | — | $533.38万 | 新建仓 |