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
GS GOLDMAN SACHS GROUP INC $130.37万0.05%1,289 12210.5% $12.34万 重新持有
SLV ISHARES SILVER TR $132.54万0.05%24,787 24,3025,010.7% $129.94万 加仓
SNDK SANDISK CORP $133.47万0.05%587 587— $133.47万 新建仓
VNQ VANGUARD INDEX FDS $134.30万0.05%13,927 -4,003-22.3% -$38.60万 重新持有
FESM FIDELITY COVINGTON TRUST $134.56万0.05%27,864 -14,634-34.4% -$70.67万 重新持有
LRCX LAM RESEARCH CORP $135.31万0.05%3,123 3,0695,683.3% $132.98万 加仓
TMSL T ROWE PRICE EXCHANGE-TRADED $136.13万0.05%31,045 7,81733.7% $34.28万 重新持有
ITOT ISHARES TR $137.62万0.05%8,378 1,32618.8% $21.78万 重新持有
— FIRST TR EXCHANGE-TRADED ALP $138.61万0.05%19,854 19,854— $138.61万 新建仓
BWXT BWX TECHNOLOGIES INC $139.41万0.05%7,162 7,158178,950.0% $139.33万 加仓
— DIMENSIONAL ETF TRUST $140.24万0.05%17,032 16,5323,306.4% $136.13万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $141.79万0.05%4,236 3438.8% $11.48万 重新持有
IAU ISHARES GOLD TR $143.11万0.05%18,952 18,80712,970.3% $142.01万 加仓
UNH UNITEDHEALTH GROUP INC $143.17万0.05%3,445 -294-7.9% -$12.22万 重新持有
MO ALTRIA GROUP INC $143.80万0.05%19,986 1,2186.5% $8.76万 重新持有
ABT ABBOTT LABORATORIES $146.78万0.05%16,175 15,0331,316.4% $136.41万 加仓
HACK AMPLIFY ETF TR $147.19万0.05%14,027 8236.2% $8.64万 重新持有
CTSH COGNIZANT TECHNOLOGY SOLUTIO $147.21万0.05%38,010 -32,164-45.8% -$124.57万 重新持有
JAVA J P MORGAN EXCHANGE TRADED F $147.53万0.05%18,578 2,92418.7% $23.22万 重新持有
BIP BROOKFIELD INFRASTRUCTURE PA $148.33万0.05%40,650 3170.8% $1.16万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $148.65万0.05%12,940 7,597142.2% $87.27万 重新持有
VBR VANGUARD INDEX FDS $148.68万0.05%6,119 6,0357,184.5% $146.64万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $149.82万0.05%11,134 1,67717.7% $22.57万 重新持有
SCHZ SCHWAB STRATEGIC TR $149.95万0.05%64,830 -10,687-14.2% -$24.72万 重新持有
MFSI MFS ACTIVE EXCHANGE TRADED F $150.04万0.05%46,196 46,196— $150.04万 新建仓
BDX BECTON DICKINSON & CO $150.95万0.05%9,975 9,975— $150.95万 新建仓
CGMM CAPITAL GROUP EQUITY ETF TR $151.18万0.05%45,854 45,854— $151.18万 新建仓
CLIP GLOBAL X FDS $151.87万0.05%15,136 15,136— $151.87万 新建仓
PFF ISHARES TR $152.04万0.05%49,865 6,23514.3% $19.01万 重新持有
GE GE AEROSPACE $152.44万0.05%4,079 79124.1% $29.56万 重新持有
DE DEERE & CO $153.50万0.05%2,420 46523.8% $29.49万 重新持有
ILCG ISHARES TR $154.02万0.05%13,162 9,009216.9% $105.42万 重新持有
DHI D R HORTON INC $154.61万0.05%9,492 1,53819.3% $25.05万 重新持有
ICLN ISHARES TR $156.00万0.05%76,132 18,58532.3% $38.08万 重新持有
INTC INTEL CORP $156.89万0.05%11,236 10,4691,364.9% $146.18万 加仓
BLCR BLACKROCK ETF TRUST $157.10万0.06%31,190 31,190— $157.10万 新建仓
LITE LUMENTUM HLDGS INC $157.37万0.06%1,834 1,834— $157.37万 新建仓
MSM MSC INDL DIRECT INC $157.62万0.06%13,251 00.0% — 重新持有
WES WESTERN MIDSTREAM PARTNERS L $157.73万0.06%36,044 1,4674.2% $6.42万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $158.11万0.06%75,815 17,13829.2% $35.74万 重新持有
EDIV SPDR INDEX SHS FDS $159.75万0.06%39,005 9,17930.8% $37.59万 重新持有
JMOM J P MORGAN EXCHANGE TRADED F $161.95万0.06%18,951 -2,622-12.2% -$22.41万 重新持有
TJX TJX COS INC NEW $162.00万0.06%10,693 1211.1% $1.83万 重新持有
CGNG CAPITAL GROUP NEW GEOGRAPHY $162.13万0.06%43,282 13,38344.8% $50.13万 重新持有
ADM ARCHER DANIELS MIDLAND CO $163.42万0.06%21,390 680.3% $5,195 重新持有
SCHX SCHWAB STRATEGIC TR $163.78万0.06%55,650 -6,324-10.2% -$18.61万 重新持有
XAR SPDR SERIES TRUST $164.37万0.06%5,792 71614.1% $20.32万 重新持有
CHE CHEMED CORP NEW $164.58万0.06%3,534 3,534— $164.58万 新建仓
SHV ISHARES TR $165.41万0.06%14,990 -2,372-13.7% -$26.17万 重新持有
IOT SAMSARA INC $165.52万0.06%51,040 6,22613.9% $20.19万 重新持有
NLR VANECK ETF TRUST $165.93万0.06%14,307 6,54184.2% $75.86万 重新持有
PKW INVESCO EXCHANGE TRADED FD T $166.41万0.06%11,747 -931-7.3% -$13.19万 重新持有
EFG ISHARES TR $166.59万0.06%13,390 6,934107.4% $86.27万 重新持有
SDY SPDR SERIES TRUST $167.21万0.06%10,988 -1,110-9.2% -$16.89万 重新持有
EPD ENTERPRISE PRODS PARTNERS L $168.63万0.06%45,874 39,874664.6% $146.58万 加仓
IYZ ISHARES TR $168.64万0.06%39,857 39,857— $168.64万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $168.97万0.06%38,745 38,54519,272.5% $168.09万 加仓
XOP SPDR SERIES TRUST $169.46万0.06%10,985 10,985— $169.46万 新建仓
V VISA INC $169.49万0.06%4,940 70216.6% $24.09万 重新持有
PTL NORTHERN LTS FD TR IV $169.62万0.06%5,929 2,20859.3% $63.17万 重新持有
NFLX NETFLIX INC. $170.46万0.06%23,874 770.3% $5,498 重新持有
RF REGIONS FINANCIAL CORP NEW $170.55万0.06%56,474 8,71918.3% $26.33万 重新持有
MPLX MPLX LP $174.85万0.06%31,041 4,72117.9% $26.59万 加仓
KR KROGER CO $175.51万0.06%31,606 -576-1.8% -$3.20万 重新持有
GLDM WORLD GOLD TR $177.75万0.06%22,381 1350.6% $1.07万 重新持有
MCD MCDONALDS CORP $178.55万0.06%6,605 6,58228,617.4% $177.93万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $178.99万0.06%48,373 4,93311.4% $18.25万 重新持有
DGRO ISHARES TR $179.87万0.06%23,732 3,23215.8% $24.50万 重新持有
JEPI J P MORGAN EXCHANGE TRADED F $183.89万0.06%32,559 28,559714.0% $161.30万 加仓
PNC PNC FINL SVCS GROUP INC $186.47万0.07%7,573 87413.0% $21.52万 重新持有
ET ENERGY TRANSFER L P $186.85万0.07%97,724 51,283110.4% $98.05万 加仓
DKL DELEK LOGISTICS PARTNERS LP $187.42万0.07%36,364 1,8835.5% $9.70万 加仓
XLY SELECT SECTOR SPDR TR $187.62万0.07%15,997 -14,898-48.2% -$174.73万 重新持有
USRT ISHARES TR $190.04万0.07%28,599 28,599— $190.04万 新建仓
IBDR ISHARES TR $191.45万0.07%79,012 14,02621.6% $33.98万 重新持有
SUB ISHARES TR $192.18万0.07%18,050 9,083101.3% $96.71万 重新持有
DFUV DIMENSIONAL ETF TRUST $192.23万0.07%34,945 34,74016,946.3% $191.10万 加仓
DFAI DIMENSIONAL ETF TRUST $195.11万0.07%47,300 43,2371,064.2% $178.35万 加仓
LVHI LEGG MASON ETF INVT $195.60万0.07%48,196 13,49738.9% $54.78万 重新持有
ETN EATON CORP PLC $198.40万0.07%4,656 1,84165.4% $78.45万 重新持有
SDVY FIRST TR EXCHANGE TRADED FD $198.71万0.07%46,061 -4,182-8.3% -$18.04万 重新持有
IBDU ISHARES TR $199.15万0.07%85,990 17,45425.5% $40.42万 重新持有
MGV VANGUARD WORLD FD $201.29万0.07%12,315 11,7972,277.4% $192.82万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $201.59万0.07%77,003 16,87928.1% $44.19万 重新持有
IBDT ISHARES TR $202.01万0.07%80,005 18,23629.5% $46.05万 重新持有
TFLO ISHARES TR $203.43万0.07%40,180 36,424969.8% $184.42万 加仓
XLRE SELECT SECTOR SPDR TR $203.45万0.07%46,207 20,58980.4% $90.65万 重新持有
MTB M & T BK CORP $204.07万0.07%8,574 4145.1% $9.85万 重新持有
VO VANGUARD INDEX FDS $204.69万0.07%25,405 25,389158,681.2% $204.56万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $206.78万0.07%92,768 10,69813.0% $23.85万 重新持有
TDTT FLEXSHARES TR $206.95万0.07%86,553 -1,879-2.1% -$4.49万 重新持有
ACN ACCENTURE PLC IRELAND $208.51万0.07%16,756 2,22115.3% $27.64万 重新持有
PDI PIMCO DYNAMIC INCOME FD $208.85万0.07%125,060 121,3833,301.1% $202.71万 加仓
IBM INTERNATIONAL BUSINESS MACHS $209.15万0.07%7,438 1,49925.2% $42.15万 重新持有
AOS SMITH A O CORP $209.67万0.07%33,429 -17,045-33.8% -$106.91万 重新持有
IBDS ISHARES TR $210.64万0.07%86,968 22,15334.2% $53.65万 重新持有
JBSS SANFILIPPO JOHN B & SON INC $211.45万0.07%24,590 10,88679.4% $93.61万 重新持有
HSY HERSHEY CO $214.66万0.08%12,235 3713.1% $6.51万 重新持有
ALLE ALLEGION PLC $214.70万0.08%15,282 -1,330-8.0% -$18.69万 重新持有
COST COSTCO WHOLESALE CORPORATION $215.65万0.08%2,305 25612.5% $23.95万 重新持有