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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $425.25万 | 0.15% | 44,556 | 17,875 | 67.0% | $170.60万 | 重新持有 |
| HAS | HASBRO INC | $428.60万 | 0.15% | 51,895 | 2,694 | 5.5% | $22.25万 | 重新持有 |
| THRO | BLACKROCK ETF TRUST | $429.73万 | 0.15% | 99,681 | 14,520 | 17.1% | $62.60万 | 重新持有 |
| KO | COCA COLA CO | $430.97万 | 0.15% | 53,030 | 51,270 | 2,913.1% | $416.67万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $433.21万 | 0.15% | 32,961 | 537 | 1.7% | $7.06万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $443.90万 | 0.16% | 84,810 | -725 | -0.8% | -$3.79万 | 重新持有 |
| SLYV | SPDR SERIES TRUST | $445.23万 | 0.16% | 40,806 | 15,062 | 58.5% | $164.34万 | 重新持有 |
| PHM | PULTE GROUP INC | $445.54万 | 0.16% | 32,472 | 3,014 | 10.2% | $41.35万 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $447.79万 | 0.16% | 73,133 | -207,166 | -73.9% | -$1,268.48万 | 重新持有 |
| LOW | LOWES COS INC | $448.67万 | 0.16% | 20,349 | 247 | 1.2% | $5.45万 | 重新持有 |
| DGRS | WISDOMTREE TR | $449.79万 | 0.16% | 75,781 | -11,254 | -12.9% | -$66.80万 | 重新持有 |
| BTAL | AGF INVTS TR | $456.22万 | 0.16% | 409,162 | 409,162 | — | $456.22万 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $456.31万 | 0.16% | 171,160 | -1,230 | -0.7% | -$3.28万 | 重新持有 |
| IDMO | INVESCO EXCH TRADED FD TR II | $456.83万 | 0.16% | 75,772 | 10,098 | 15.4% | $60.88万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $457.81万 | 0.16% | 118,022 | 113,967 | 2,810.5% | $442.08万 | 加仓 |
| MS | MORGAN STANLEY | $459.18万 | 0.16% | 21,966 | 403 | 1.9% | $8.42万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $459.91万 | 0.16% | 7,917 | 7,884 | 23,890.9% | $457.99万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $460.46万 | 0.16% | 117,256 | 116,636 | 18,812.3% | $458.03万 | 加仓 |
| TSN | TYSON FOODS INC | $476.71万 | 0.17% | 83,267 | 344 | 0.4% | $1.97万 | 重新持有 |
| EFV | ISHARES TR | $477.51万 | 0.17% | 62,379 | 6,143 | 10.9% | $47.02万 | 重新持有 |
| HDV | ISHARES TR | $481.00万 | 0.17% | 175,483 | 144,772 | 471.4% | $396.82万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $482.66万 | 0.17% | 61,951 | 61,726 | 27,433.8% | $480.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $491.92万 | 0.17% | 6,446 | 6,426 | 32,130.0% | $490.39万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $497.16万 | 0.17% | 50,427 | 3,944 | 8.5% | $38.88万 | 重新持有 |
| CB | CHUBB LIMITED | $500.17万 | 0.18% | 14,679 | 1,418 | 10.7% | $48.32万 | 重新持有 |
| DBMF | LITMAN GREGORY FDS TR | $504.13万 | 0.18% | 164,695 | 94,873 | 135.9% | $290.40万 | 重新持有 |
| NUE | NUCOR CORP | $506.98万 | 0.18% | 22,760 | 2,199 | 10.7% | $48.98万 | 重新持有 |
| SMH | VANECK ETF TRUST | $510.21万 | 0.18% | 7,779 | 7,754 | 31,016.0% | $508.57万 | 加仓 |
| LLY | ELI LILLY & CO | $519.70万 | 0.18% | 4,333 | 682 | 18.7% | $81.80万 | 重新持有 |
| SEIC | SEI INVTS CO | $519.84万 | 0.18% | 59,268 | 121 | 0.2% | $1.06万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $520.33万 | 0.18% | 35,612 | 1,038 | 3.0% | $15.17万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $520.71万 | 0.18% | 15,141 | -468 | -3.0% | -$16.09万 | 重新持有 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $525.72万 | 0.18% | 278,822 | 36,749 | 15.2% | $69.29万 | 重新持有 |
| HYD | VANECK ETF TRUST | $529.52万 | 0.19% | 102,800 | 8,614 | 9.1% | $44.37万 | 重新持有 |
| GOOGL | ALPHABET INC | $542.61万 | 0.19% | 15,183 | 1,835 | 13.7% | $65.58万 | 重新持有 |
| TSLA | TESLA INC | $546.91万 | 0.19% | 13,003 | 12,985 | 72,138.9% | $546.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $547.72万 | 0.19% | 11,469 | 432 | 3.9% | $20.63万 | 重新持有 |
| PVAL | PUTNAM ETF TRUST | $548.93万 | 0.19% | 107,738 | 107,738 | — | $548.93万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $558.79万 | 0.20% | 429,508 | 427,430 | 20,569.3% | $556.09万 | 加仓 |
| TBIL | RBB FD INC | $559.14万 | 0.20% | 112,142 | 111,841 | 37,156.5% | $557.64万 | 加仓 |
| IYW | ISHARES TR | $561.58万 | 0.20% | 22,264 | 21,174 | 1,942.6% | $534.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $565.22万 | 0.20% | 48,446 | 47,873 | 8,354.8% | $558.53万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $566.31万 | 0.20% | 66,243 | 51,074 | 336.7% | $436.63万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $566.95万 | 0.20% | 77,846 | 13,998 | 21.9% | $101.95万 | 重新持有 |
| CPAY | CORPAY INC | $577.99万 | 0.20% | 17,343 | 143 | 0.8% | $4.77万 | 重新持有 |
| AFL | AFLAC INC | $579.34万 | 0.20% | 49,411 | 48,995 | 11,777.6% | $574.46万 | 加仓 |
| VPU | VANGUARD WORLD FD | $581.84万 | 0.20% | 29,727 | 2,106 | 7.6% | $41.22万 | 重新持有 |
| MUB | ISHARES TR | $582.74万 | 0.20% | 54,148 | 19,009 | 54.1% | $204.57万 | 重新持有 |
| DVY | ISHARES TR | $584.89万 | 0.20% | 37,421 | 35,774 | 2,172.1% | $559.14万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $586.71万 | 0.21% | 86,842 | 7,467 | 9.4% | $50.45万 | 重新持有 |
| META | META PLATFORMS INC | $587.99万 | 0.21% | 10,438 | 10,383 | 18,878.2% | $584.89万 | 加仓 |
| DON | WISDOMTREE TR | $594.57万 | 0.21% | 105,197 | 9,711 | 10.2% | $54.89万 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $596.30万 | 0.21% | 134,061 | 97,155 | 263.2% | $432.15万 | 重新持有 |
| QCOM | QUALCOMM INC | $598.36万 | 0.21% | 32,381 | 1,637 | 5.3% | $30.25万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $604.32万 | 0.21% | 47,743 | 47,165 | 8,160.0% | $597.01万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $604.92万 | 0.21% | 132,979 | 3,545 | 2.7% | $16.13万 | 重新持有 |
| IGF | ISHARES TR | $631.17万 | 0.22% | 94,771 | 30,006 | 46.3% | $199.84万 | 重新持有 |
| FFLC | FIDELITY COVINGTON TRUST | $638.97万 | 0.22% | 108,465 | 14,964 | 16.0% | $88.15万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $643.68万 | 0.23% | 152,026 | 151,862 | 92,598.8% | $642.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $645.72万 | 0.23% | 78,805 | 77,282 | 5,074.3% | $633.25万 | 加仓 |
| WTV | WISDOMTREE TR | $648.29万 | 0.23% | 63,733 | 8,823 | 16.1% | $89.75万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $650.70万 | 0.23% | 32,434 | -1,246 | -3.7% | -$25.00万 | 重新持有 |
| CBSH | COMMERCE BANCSHARES INC | $658.60万 | 0.23% | 114,043 | 5,633 | 5.2% | $32.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $662.09万 | 0.23% | 70,903 | 6,006 | 9.3% | $56.08万 | 重新持有 |
| JNK | SPDR SERIES TRUST | $663.42万 | 0.23% | 68,841 | 1,968 | 2.9% | $18.97万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $668.44万 | 0.23% | 16,830 | 487 | 3.0% | $19.34万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $668.48万 | 0.23% | 124,694 | -44,984 | -26.5% | -$241.16万 | 重新持有 |
| SPIB | SPDR SERIES TRUST | $672.05万 | 0.24% | 200,851 | 26,464 | 15.2% | $88.55万 | 重新持有 |
| RWL | INVESCO EXCH TRADED FD TR II | $680.44万 | 0.24% | 53,259 | 51,398 | 2,761.8% | $656.66万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $686.96万 | 0.24% | 38,541 | 37,018 | 2,430.6% | $659.82万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $688.04万 | 0.24% | 38,032 | 3,197 | 9.2% | $57.84万 | 重新持有 |
| RTX | RTX CORPORATION | $695.72万 | 0.24% | 36,669 | 36,569 | 36,569.0% | $693.82万 | 加仓 |
| AGG | ISHARES TR | $709.09万 | 0.25% | 71,640 | -20,858 | -22.5% | -$206.45万 | 重新持有 |
| HD | HOME DEPOT INC | $709.33万 | 0.25% | 20,113 | 19,138 | 1,962.9% | $674.95万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $713.41万 | 0.25% | 59,885 | 29,182 | 95.0% | $347.64万 | 重新持有 |
| CGGR | CAPITAL GROUP GROWTH ETF | $724.02万 | 0.25% | 153,394 | 20,851 | 15.7% | $98.42万 | 重新持有 |
| OSK | OSHKOSH CORP | $742.49万 | 0.26% | 48,377 | 294 | 0.6% | $4.51万 | 重新持有 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $755.40万 | 0.26% | 221,298 | 221,298 | — | $755.40万 | 新建仓 |
| QLTY | GMO ETF TRUST | $756.36万 | 0.26% | 181,730 | 181,730 | — | $756.36万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $757.90万 | 0.27% | 179,554 | 167,024 | 1,333.0% | $705.01万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $762.65万 | 0.27% | 190,046 | 187,232 | 6,653.6% | $751.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $774.31万 | 0.27% | 170,778 | 355 | 0.2% | $1.61万 | 重新持有 |
| GLD | SPDR GOLD TR | $812.68万 | 0.28% | 22,061 | 21,733 | 6,625.9% | $800.60万 | 加仓 |
| SNA | SNAP ON INC | $814.90万 | 0.29% | 20,251 | 587 | 3.0% | $23.62万 | 重新持有 |
| BNY | BANK OF NY MELLON CORP | $843.50万 | 0.30% | 58,329 | -20,375 | -25.9% | -$294.65万 | 重新持有 |
| SPIP | SPDR SERIES TRUST | $890.04万 | 0.31% | 346,590 | 144,355 | 71.4% | $370.70万 | 重新持有 |
| MTUM | ISHARES TR | $897.33万 | 0.31% | 26,174 | 1,640 | 6.7% | $56.22万 | 重新持有 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $905.84万 | 0.32% | 100,537 | 74,294 | 283.1% | $669.39万 | 重新持有 |
| FUTY | FIDELITY COVINGTON TRUST | $911.98万 | 0.32% | 156,107 | 4,561 | 3.0% | $26.65万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $912.32万 | 0.32% | 47,886 | -3,757 | -7.3% | -$71.58万 | 重新持有 |
| PULS | PGIM ETF TR | $915.86万 | 0.32% | 184,834 | 9,077 | 5.2% | $44.98万 | 重新持有 |
| BOND | PIMCO ETF TR | $923.02万 | 0.32% | 100,100 | 99,278 | 12,077.6% | $915.44万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $941.97万 | 0.33% | 186,565 | -41,898 | -18.3% | -$211.54万 | 重新持有 |
| SPTI | SPDR SERIES TRUST | $967.24万 | 0.34% | 340,699 | 38,905 | 12.9% | $110.45万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $969.15万 | 0.34% | 52,321 | 13,852 | 36.0% | $256.58万 | 重新持有 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $971.08万 | 0.34% | 236,272 | 231,852 | 5,245.5% | $952.92万 | 加仓 |
| USFR | WISDOMTREE TR | $977.71万 | 0.34% | 194,182 | -119,496 | -38.1% | -$601.66万 | 重新持有 |
| FNDE | SCHWAB STRATEGIC TR | $990.94万 | 0.35% | 249,733 | 17,931 | 7.7% | $71.15万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $991.85万 | 0.35% | 28,333 | -169 | -0.6% | -$5.92万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $995.88万 | 0.35% | 61,649 | 2,602 | 4.4% | $42.03万 | 重新持有 |