IFG Advisory, LLC
ATLANTA GA · SEC CIK 0001728319
$28.55亿2026Q2 申报市值
2,363持仓数
16.6%前十大占比 · 第一大 2.3%
1459 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$6,644.74万
QQQ 加仓+$6,398.20万
VOO 加仓+$5,427.12万
VTI 加仓+$5,021.13万
AAPL 加仓+$4,862.92万
2026Q2 卖出最多 按季末市值估算
XLG 重新持有-$1,268.48万
USFR 重新持有-$601.66万
MU 重新持有-$296.88万
BNY 重新持有-$294.65万
ILOW 重新持有-$291.19万
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 |
|---|---|---|---|---|---|---|---|---|
| CMPS | COMPASS PATHWAYS PLC | $19.59万 | 0.01% | 13,845 | 13,845 | — | $19.59万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $19.63万 | 0.01% | 8,469 | 8,469 | — | $19.63万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $19.68万 | 0.01% | 5,768 | 608 | 11.8% | $2.07万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $19.77万 | 0.01% | 2,216 | 2,216 | — | $19.77万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $19.78万 | 0.01% | 1,949 | 1,949 | — | $19.78万 | 新建仓 |
| MKL | MARKEL GROUP INC | $19.92万 | 0.01% | 102 | -19 | -15.7% | -$3.71万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $19.95万 | 0.01% | 204 | 204 | — | $19.95万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $20.03万 | 0.01% | 4,918 | 350 | 7.7% | $1.43万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $20.21万 | 0.01% | 9,829 | 9,829 | — | $20.21万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.23万 | 0.01% | 4,321 | 4,098 | 1,837.7% | $19.18万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $20.31万 | 0.01% | 35,877 | 32,577 | 987.2% | $18.44万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $20.39万 | 0.01% | 8,661 | 0 | 0.0% | — | 重新持有 |
| IWN | ISHARES TR | $20.46万 | 0.01% | 925 | 925 | — | $20.46万 | 新建仓 |
| SHEL | SHELL PLC | $20.61万 | 0.01% | 2,657 | 2,091 | 369.4% | $16.22万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $20.67万 | 0.01% | 10,342 | 0 | 0.0% | — | 重新持有 |
| VSEC | VSE CORP | $20.75万 | 0.01% | 908 | 908 | — | $20.75万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $20.84万 | 0.01% | 906 | 906 | — | $20.84万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $20.89万 | 0.01% | 1,363 | 1,363 | — | $20.89万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $20.92万 | 0.01% | 1,999 | 1,999 | — | $20.92万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $21.15万 | 0.01% | 10,783 | 6,564 | 155.6% | $12.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.18万 | 0.01% | 2,392 | 2,392 | — | $21.18万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.22万 | 0.01% | 8,223 | 8,223 | — | $21.22万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.23万 | 0.01% | 2,678 | 0 | 0.0% | — | 重新持有 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $21.36万 | 0.01% | 5,216 | 5,216 | — | $21.36万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.38万 | 0.01% | 8,857 | 8,457 | 2,114.2% | $20.42万 | 加仓 |
| WHR | WHIRLPOOL CORP | $21.39万 | 0.01% | 5,425 | 997 | 22.5% | $3.93万 | 重新持有 |
| IEUR | ISHARES TR | $21.47万 | 0.01% | 2,856 | 29 | 1.0% | $2,180 | 重新持有 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $21.60万 | 0.01% | 8,357 | 8,357 | — | $21.60万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $21.67万 | 0.01% | 502 | 479 | 2,082.6% | $20.68万 | 加仓 |
| XME | SPDR SERIES TRUST | $21.70万 | 0.01% | 2,029 | 2,029 | — | $21.70万 | 新建仓 |
| COR | CENCORA INC | $21.88万 | 0.01% | 773 | 133 | 20.8% | $3.77万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $22.01万 | 0.01% | 1,073 | -35 | -3.2% | -$7,178 | 重新持有 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $22.06万 | 0.01% | 5,081 | 5,081 | — | $22.06万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $22.14万 | 0.01% | 9,349 | -1,543 | -14.2% | -$3.65万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $22.20万 | 0.01% | 3,027 | 3,027 | — | $22.20万 | 新建仓 |
| FAST | FASTENAL CO | $22.21万 | 0.01% | 4,624 | 4,624 | — | $22.21万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $22.22万 | 0.01% | 2,195 | -276 | -11.2% | -$2.79万 | 重新持有 |
| SHOP | SHOPIFY INC | $22.27万 | 0.01% | 1,950 | 24 | 1.2% | $2,740 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $22.35万 | 0.01% | 562 | 17 | 3.1% | $6,761 | 重新持有 |
| FNDC | SCHWAB STRATEGIC TR | $22.36万 | 0.01% | 4,604 | -401 | -8.0% | -$1.95万 | 重新持有 |
| BDVL | BLACKROCK ETF TRUST | $22.39万 | 0.01% | 8,618 | 8,618 | — | $22.39万 | 新建仓 |
| — | AMPLIFY ETF TR | $22.54万 | 0.01% | 2,797 | 2,797 | — | $22.54万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $22.64万 | 0.01% | 1,344 | 1,344 | — | $22.64万 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $22.75万 | 0.01% | 6,234 | 5 | 0.1% | $182 | 重新持有 |
| PEBO | PEOPLES BANCORP INC | $22.79万 | 0.01% | 5,934 | 5,934 | — | $22.79万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $22.93万 | 0.01% | 4,692 | 4,692 | — | $22.93万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $22.94万 | 0.01% | 2,149 | 2,149 | — | $22.94万 | 新建仓 |
| ECL | ECOLAB INC | $23.18万 | 0.01% | 832 | 832 | — | $23.18万 | 新建仓 |
| DHR | DANAHER CORP DEL | $23.33万 | 0.01% | 1,225 | -1,571 | -56.2% | -$29.92万 | 重新持有 |
| F | FORD MTR CO | $23.35万 | 0.01% | 16,795 | 6,652 | 65.6% | $9.25万 | 重新持有 |
| NEAR | ISHARES U S ETF TR | $23.51万 | 0.01% | 4,641 | -5,652 | -54.9% | -$28.63万 | 重新持有 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $23.53万 | 0.01% | 5,259 | 5,206 | 9,822.6% | $23.30万 | 加仓 |
| IBTH | ISHARES TR | $23.57万 | 0.01% | 10,536 | 102 | 1.0% | $2,282 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $23.58万 | 0.01% | 3,268 | 196 | 6.4% | $1.41万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $23.66万 | 0.01% | 465 | 360 | 342.9% | $18.32万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $23.71万 | 0.01% | 2,297 | 2,297 | — | $23.71万 | 新建仓 |
| IAT | ISHARES TR | $23.73万 | 0.01% | 3,815 | 3,815 | — | $23.73万 | 新建仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $23.86万 | 0.01% | 6,722 | 2,195 | 48.5% | $7.79万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $23.86万 | 0.01% | 1,732 | 1,732 | — | $23.86万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $23.96万 | 0.01% | 3,264 | 2,774 | 566.1% | $20.37万 | 加仓 |
| ICOW | PACER FDS TR | $24.03万 | 0.01% | 5,772 | -4 | -0.1% | -$167 | 重新持有 |
| CALF | PACER FDS TR | $24.03万 | 0.01% | 4,748 | -1,965 | -29.3% | -$9.94万 | 重新持有 |
| QLTA | ISHARES TR | $24.35万 | 0.01% | 5,125 | -1,992 | -28.0% | -$9.47万 | 重新持有 |
| PRF | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.01% | 4,510 | 4,510 | — | $24.37万 | 新建仓 |
| KVUE | KENVUE INC | $24.47万 | 0.01% | 12,804 | -2,247 | -14.9% | -$4.29万 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $24.56万 | 0.01% | 872 | 61 | 7.5% | $1.72万 | 重新持有 |
| VTES | VANGUARD WELLINGTON FD | $24.57万 | 0.01% | 2,425 | 2,425 | — | $24.57万 | 新建仓 |
| IBDV | ISHARES TR | $24.65万 | 0.01% | 11,307 | 11,307 | — | $24.65万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $24.75万 | 0.01% | 5,408 | 5,408 | — | $24.75万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $24.77万 | 0.01% | 7,203 | 7,203 | — | $24.77万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $24.80万 | 0.01% | 3,944 | 3,944 | — | $24.80万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.83万 | 0.01% | 3,059 | 2,309 | 307.9% | $18.74万 | 加仓 |
| NVT | NVENT ELEC PLC | $24.85万 | 0.01% | 1,465 | 1,465 | — | $24.85万 | 新建仓 |
| OKLO | OKLO INC | $24.86万 | 0.01% | 4,751 | 4,729 | 21,495.5% | $24.75万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $25.04万 | 0.01% | 10,000 | 10,000 | — | $25.04万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $25.20万 | 0.01% | 6,536 | 0 | 0.0% | — | 重新持有 |
| RWR | SPDR SERIES TRUST | $25.21万 | 0.01% | 2,232 | 2,232 | — | $25.21万 | 新建仓 |
| — | WELLS FARGO & CO | $25.24万 | 0.01% | 218 | 0 | 0.0% | — | 重新持有 |
| ARCC | ARES CAPITAL CORP | $25.27万 | 0.01% | 13,638 | 13,112 | 2,492.8% | $24.30万 | 加仓 |
| QUS | SPDR SERIES TRUST | $25.41万 | 0.01% | 1,360 | 0 | 0.0% | — | 重新持有 |
| AER | AERCAP HOLDINGS NV | $25.47万 | 0.01% | 1,747 | 1,747 | — | $25.47万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $25.49万 | 0.01% | 772 | 772 | — | $25.49万 | 新建仓 |
| IJS | ISHARES TR | $25.49万 | 0.01% | 1,865 | 2 | 0.1% | $273 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.57万 | 0.01% | 510 | 84 | 19.7% | $4.21万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $25.62万 | 0.01% | 4,616 | 4,316 | 1,438.7% | $23.96万 | 加仓 |
| TIP | ISHARES TR | $25.72万 | 0.01% | 2,350 | 2,236 | 1,961.4% | $24.47万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $25.76万 | 0.01% | 10,990 | 10,990 | — | $25.76万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $25.83万 | 0.01% | 10,935 | 10,935 | — | $25.83万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $25.84万 | 0.01% | 6,193 | -213 | -3.3% | -$8,888 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $25.98万 | 0.01% | 5,220 | 2,060 | 65.2% | $10.25万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $26.15万 | 0.01% | 5,037 | 5,037 | — | $26.15万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $26.16万 | 0.01% | 1,198 | 41 | 3.5% | $8,954 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $26.27万 | 0.01% | 1,233 | -255 | -17.1% | -$5.43万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $26.28万 | 0.01% | 1,919 | -1,356 | -41.4% | -$18.57万 | 重新持有 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $26.40万 | 0.01% | 3,933 | 0 | 0.0% | — | 重新持有 |
| RIO | RIO TINTO PLC | $26.46万 | 0.01% | 2,787 | -496 | -15.1% | -$4.71万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.52万 | 0.01% | 430 | 430 | — | $26.52万 | 新建仓 |
| FNV | FRANCO NEV CORP | $26.55万 | 0.01% | 1,274 | 7 | 0.6% | $1,459 | 重新持有 |
| MET | METLIFE INC | $26.63万 | 0.01% | 3,147 | 382 | 13.8% | $3.23万 | 重新持有 |
| VYMI | VANGUARD WHITEHALL FDS | $26.82万 | 0.01% | 2,731 | 2,731 | — | $26.82万 | 新建仓 |