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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PII | POLARIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWD | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILOW | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVHD | LEGG MASON ETF INVT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVR | NVR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -29,316 | -100.0% | -$254.84万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LSGR | NATIXIS ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDTT | FLEXSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CASS | CASS INFORMATION SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WABC | WESTAMERICA BANCORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FESM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |