13F 机构持仓

IFG Advisory, LLC

ATLANTA GA · SEC CIK 0001728319

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$28.55亿2026Q2
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

SPY 2.3%
QQQ 2.2%
VOO 1.9%
VTI 1.8%
AAPL 1.7%
DIMENSIONAL ET 1.5%
SPYM 1.4%
VYM 1.3%
NOBL 1.2%
NVDA 1.2%

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
IUS INVESCO EXCH TRD SLF IDX FD $38.47万0.01%5,866 -14,003-70.5% -$91.84万 重新持有
TSLX SIXTH STREET SPECIALTY LENDI $38.80万0.01%22,598 1,2245.7% $2.10万 重新持有
SCHA SCHWAB STRATEGIC TR $39.06万0.01%10,811 -1,247-10.3% -$4.51万 重新持有
DAL DELTA AIR LINES INC $39.65万0.01%4,233 1,10135.2% $10.31万 重新持有
LIN LINDE PLC $40.24万0.01%775 20536.0% $10.64万 重新持有
SPG SIMON PPTY GROUP INC NEW $40.27万0.01%1,800 744.3% $1.66万 重新持有
IGEB ISHARES TR $40.50万0.01%8,979 2,16431.8% $9.76万 重新持有
FHN FIRST HORIZON CORPORATION $40.62万0.01%15,843 7,00479.2% $17.96万 重新持有
BA BOEING CO $40.75万0.01%1,883 -581-23.6% -$12.57万 重新持有
HEFA ISHARES TR $40.84万0.01%8,703 -61-0.7% -$2,862 重新持有
ONC BEONE MEDICINES LTD $41.24万0.01%1,447 1,447— $41.24万 新建仓
— WEYCO GROUP INC $41.35万0.01%10,514 -3-0.0% -$118 重新持有
JIRE J P MORGAN EXCHANGE TRADED F $41.50万0.01%5,032 420.8% $3,464 重新持有
BSMU INVESCO EXCH TRD SLF IDX FD $41.53万0.01%18,947 6,90057.3% $15.12万 重新持有
ETV EATON VANCE TAX-MANAGED BUY- $41.61万0.01%27,962 00.0% — 重新持有
DOL WISDOMTREE TR $41.67万0.01%5,603 -1,375-19.7% -$10.23万 重新持有
SPHD INVESCO EXCH TRADED FD TR II $42.24万0.01%8,308 1321.6% $6,711 重新持有
CHRW C H ROBINSON WORLDWIDE IN $42.28万0.01%2,245 -1,171-34.3% -$22.05万 重新持有
SMLF ISHARES TR $42.42万0.01%4,759 86922.3% $7.75万 重新持有
IBIT ISHARES BITCOIN TRUST ETF $42.42万0.01%12,744 -513-3.9% -$1.71万 重新持有
IBB ISHARES TR $42.61万0.01%2,241 2,1021,512.2% $39.97万 加仓
VOE VANGUARD INDEX FDS $42.84万0.02%2,168 673.2% $1.32万 重新持有
CTVA CORTEVA INC $42.98万0.02%5,075 -492-8.8% -$4.17万 重新持有
APA APA CORPORATION $43.02万0.02%13,208 -5,289-28.6% -$17.23万 重新持有
CAPL CROSSAMERICA PARTNERS LP $43.11万0.02%19,230 00.0% — 不变
FTLS FIRST TR EXCH TRADED FD III $43.13万0.02%5,844 -82-1.4% -$6,052 重新持有
RSPT INVESCO EXCHANGE TRADED FD T $43.39万0.02%6,727 5,727572.7% $36.94万 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $43.60万0.02%4,605 4,5054,505.0% $42.65万 加仓
AEP AMERICAN ELEC PWR CO INC $43.75万0.02%3,198 41615.0% $5.69万 重新持有
FPXI FIRST TR EXCHANGE-TRADED FD $44.40万0.02%5,302 5,302— $44.40万 新建仓
— ISHARES TR $44.41万0.02%16,925 7,83086.1% $20.55万 重新持有
EMLP FIRST TR EXCHANGE-TRADED FD $44.82万0.02%10,303 50.0% $217 重新持有
TDAY USA TODAY CO INC $45.10万0.02%52,750 52,750— $45.10万 新建仓
DOV DOVER CORP $45.16万0.02%2,013 22312.5% $5.00万 重新持有
— AIM ETF PRODUCTS TRUST $45.34万0.02%15,513 15,513— $45.34万 新建仓
DEM WISDOMTREE TR $45.50万0.02%8,459 87311.5% $4.70万 重新持有
STAG STAG INDUSTRIAL INC $45.60万0.02%11,981 8167.3% $3.11万 重新持有
EBAY EBAY INC. $45.63万0.02%4,083 3,9974,647.7% $44.67万 加仓
WWD WOODWARD INC $45.73万0.02%1,075 00.0% — 重新持有
DIS DISNEY WALT CO $46.04万0.02%4,783 76719.1% $7.38万 重新持有
CUBE CUBESMART $46.07万0.02%11,585 1,61016.1% $6.40万 重新持有
EPS WISDOMTREE TR $46.18万0.02%5,936 90.2% $700 重新持有
PPA INVESCO EXCHANGE TRADED FD T $47.15万0.02%2,669 1,12272.5% $19.82万 重新持有
PSLV SPROTT ASSET MANAGEMENT LP $47.19万0.02%25,007 00.0% — 重新持有
AGEM ABRDN FDS $47.22万0.02%9,563 9,563— $47.22万 新建仓
SYSB ISHARES TR $47.34万0.02%5,336 5,336— $47.34万 新建仓
CNP CENTERPOINT ENERGY INC $47.39万0.02%10,761 10,761— $47.39万 新建仓
VTEI VANGUARD MUN BD FDS $47.51万0.02%4,705 50512.0% $5.10万 重新持有
PHYS SPROTT ASSET MANAGEMENT LP $47.80万0.02%15,843 -229-1.4% -$6,909 重新持有
WS WORTHINGTON STL INC $47.95万0.02%14,278 2,27819.0% $7.65万 加仓
SBUX STARBUCKS CORP $47.96万0.02%4,693 912.0% $9,300 重新持有
CPER UNITED STS COMMODITY INDEX F $47.97万0.02%12,713 12,713— $47.97万 新建仓
FTHI FIRST TR EXCHANGE TRADED FD $48.10万0.02%20,169 -1,042-4.9% -$2.49万 重新持有
PYLD PIMCO ETF TR $48.35万0.02%18,233 18,233— $48.35万 新建仓
MAR MARRIOTT INTL INC NEW $48.36万0.02%1,305 -143-9.9% -$5.30万 重新持有
— INVESCO EXCH TRADED FD TR II $48.44万0.02%3,821 2005.5% $2.54万 重新持有
WFC WELLS FARGO & CO $48.75万0.02%5,899 5,89173,637.5% $48.68万 加仓
CATY CATHAY GEN BANCORP $48.80万0.02%7,872 -83-1.0% -$5,145 重新持有
DHS WISDOMTREE TR $48.91万0.02%4,302 -91-2.1% -$1.03万 重新持有
DNTH DIANTHUS THERAPEUTICS INC $49.12万0.02%5,039 5,039— $49.12万 新建仓
VALE VALE S A $49.31万0.02%32,789 -1,432-4.2% -$2.15万 重新持有
RNST RENASANT CORP $49.55万0.02%11,647 -1,389-10.7% -$5.91万 重新持有
RWJ INVESCO EXCH TRADED FD TR II $49.95万0.02%8,395 -6,353-43.1% -$37.80万 重新持有
COP CONOCOPHILLIPS $50.02万0.02%4,811 92423.8% $9.61万 重新持有
— ELEVATION SERIES TRUST $50.18万0.02%11,043 11,043— $50.18万 新建仓
ILMN ILLUMINA INC $50.34万0.02%2,863 2,863— $50.34万 新建仓
JULW AIM ETF PRODUCTS TRUST $50.36万0.02%12,338 12,338— $50.36万 新建仓
INGR INGREDION INC $50.38万0.02%5,319 5,319— $50.38万 新建仓
AZN ASTRAZENECA PLC $50.38万0.02%2,657 2,657— $50.38万 新建仓
RDVI FIRST TR EXCHANGE-TRADED FD $50.41万0.02%17,146 00.0% — 重新持有
NXPI NXP SEMICONDUCTORS N V $50.54万0.02%1,799 58347.9% $16.38万 重新持有
NPO ENPRO INC $50.54万0.02%1,341 1,341— $50.54万 新建仓
BSMT INVESCO EXCH TRD SLF IDX FD $50.67万0.02%22,003 6,50742.0% $14.99万 重新持有
BRX BRIXMOR PPTY GROUP INC $50.70万0.02%16,081 1,86113.1% $5.87万 重新持有
IJK ISHARES TR $50.76万0.02%4,320 -90-2.0% -$1.06万 重新持有
IWY ISHARES TR $51.05万0.02%1,756 -10-0.6% -$2,907 重新持有
— DIMENSIONAL ETF TRUST $51.06万0.02%7,305 7,305— $51.06万 新建仓
EVMO MORGAN STANLEY ETF TRUST $51.43万0.02%10,289 3503.5% $1.75万 重新持有
VGIT VANGUARD SCOTTSDALE FDS $51.72万0.02%8,769 2,03530.2% $12.00万 重新持有
SNY SANOFI SA $52.08万0.02%12,209 2,99632.5% $12.78万 重新持有
CFG CITIZENS FINL GROUP INC $52.22万0.02%7,453 6,253521.1% $43.82万 加仓
QYLD GLOBAL X FDS $52.68万0.02%28,584 1,3064.8% $2.41万 重新持有
UCB UNITED CMNTY BKS BLAIRSVLE G $52.81万0.02%15,051 -450-2.9% -$1.58万 重新持有
EMLC VANECK ETF TRUST $53.05万0.02%20,756 19,7341,930.9% $50.44万 加仓
LYV LIVE NATION ENTERTAINMENT IN $53.43万0.02%2,918 2,918— $53.43万 新建仓
XBI SPDR SERIES TRUST $53.44万0.02%3,377 3,377— $53.44万 新建仓
LMBS FIRST TR EXCHANGE-TRADED FD $53.45万0.02%10,737 8,957503.2% $44.59万 加仓
OEF ISHARES TR $53.50万0.02%1,462 -3,539-70.8% -$129.50万 重新持有
ARKK ARK ETF TR $54.01万0.02%6,683 1582.4% $1.28万 重新持有
VHT VANGUARD WORLD FD $54.09万0.02%1,809 19111.8% $5.71万 重新持有
PSX PHILLIPS 66 $54.47万0.02%3,222 2849.7% $4.80万 重新持有
NBTB NBT BANCORP INC $54.68万0.02%11,075 -2,465-18.2% -$12.17万 重新持有
SHM SPDR SERIES TRUST $54.78万0.02%11,421 -627-5.2% -$3.01万 重新持有
IWMI NEOS ETF TRUST $54.80万0.02%10,239 10,239— $54.80万 新建仓
PZA INVESCO EXCH TRADED FD TR II $54.89万0.02%23,338 -1,384-5.6% -$3.26万 重新持有
FXL FIRST TR EXCHANGE-TRADED FD $55.44万0.02%2,552 40618.9% $8.82万 重新持有
— AMES NATL CORP $55.55万0.02%18,760 -53-0.3% -$1,569 重新持有
CAH CARDINAL HEALTH INC $55.73万0.02%2,346 -31-1.3% -$7,364 重新持有
— ISHARES TR $55.84万0.02%21,479 21,479— $55.84万 新建仓
UGI UGI CORP NEW $56.31万0.02%16,303 400.2% $1,382 重新持有