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 |
|---|---|---|---|---|---|---|---|---|
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1.54万 | 0.04% | 380 | 380 | — | $1.54万 | 新建仓 |
| MTZ | MASTEC INC | $1.54万 | 0.04% | 48 | 48 | — | $1.54万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $1.55万 | 0.04% | 569 | 569 | — | $1.55万 | 新建仓 |
| — | SILA REALTY TRUST INC | $1.60万 | 0.05% | 674 | 674 | — | $1.60万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.64万 | 0.05% | 137 | -20,074 | -99.3% | -$239.60万 | 减仓 |
| TER | TERADYNE INC | $1.66万 | 0.05% | 56 | 56 | — | $1.66万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $1.69万 | 0.05% | 500 | 500 | — | $1.69万 | 新建仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $1.71万 | 0.05% | 1,030 | 1,030 | — | $1.71万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $1.71万 | 0.05% | 1,630 | -79,003 | -98.0% | -$83.03万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $1.73万 | 0.05% | 341 | 341 | — | $1.73万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1.76万 | 0.05% | 225 | -71,173 | -99.7% | -$558.06万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.79万 | 0.05% | 66 | 66 | — | $1.79万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $1.82万 | 0.05% | 84 | -4,253 | -98.1% | -$92.40万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1.83万 | 0.05% | 300 | -5,986 | -95.2% | -$36.54万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $1.85万 | 0.05% | 3,300 | -24,886 | -88.3% | -$13.94万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.89万 | 0.05% | 72 | -3,305 | -97.9% | -$86.56万 | 减仓 |
| MRK | MERCK & CO INC | $1.90万 | 0.05% | 158 | -24,449 | -99.4% | -$294.10万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $1.92万 | 0.05% | 430 | 430 | — | $1.92万 | 新建仓 |
| RING | ISHARES INC | $1.93万 | 0.06% | 244 | 244 | — | $1.93万 | 新建仓 |
| RTX | RTX CORPORATION | $1.93万 | 0.06% | 100 | -33,973 | -99.7% | -$655.34万 | 减仓 |
| AOR | ISHARES TR | $1.93万 | 0.06% | 300 | -42,021 | -99.3% | -$270.41万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2.00万 | 0.06% | 216 | -279,095 | -99.9% | -$2,588.86万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $2.03万 | 0.06% | 2,000 | 2,000 | — | $2.03万 | 新建仓 |
| R | RYDER SYS INC | $2.07万 | 0.06% | 101 | 101 | — | $2.07万 | 新建仓 |
| TPLC | TIMOTHY PLAN | $2.09万 | 0.06% | 450 | 450 | — | $2.09万 | 新建仓 |
| — | MFS CHARTER INCOME TR | $2.12万 | 0.06% | 3,500 | 3,500 | — | $2.12万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2.15万 | 0.06% | 808 | -26,791 | -97.1% | -$71.21万 | 重新持有 |
| — | GREYSTONE HOUSING IMPACT INV | $2.15万 | 0.06% | 4,378 | 4,378 | — | $2.15万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $2.19万 | 0.06% | 620 | -116,350 | -99.5% | -$410.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $2.23万 | 0.06% | 170 | -6,601 | -97.5% | -$86.48万 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $2.25万 | 0.06% | 2,500 | 2,500 | — | $2.25万 | 新建仓 |
| VSAT | VIASAT INC | $2.29万 | 0.07% | 500 | 500 | — | $2.29万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2.31万 | 0.07% | 1,000 | 1,000 | — | $2.31万 | 新建仓 |
| IBB | ISHARES TR | $2.35万 | 0.07% | 139 | -11,235 | -98.8% | -$189.70万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $2.47万 | 0.07% | 230 | -5,754 | -96.2% | -$61.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.49万 | 0.07% | 127 | -78,510 | -99.8% | -$1,540.34万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $2.50万 | 0.07% | 2,050 | 2,050 | — | $2.50万 | 新建仓 |
| IWM | ISHARES TR | $2.53万 | 0.07% | 102 | -36,047 | -99.7% | -$893.97万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $2.53万 | 0.07% | 800 | 800 | — | $2.53万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $2.57万 | 0.07% | 1,022 | -14,128 | -93.3% | -$35.47万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $2.59万 | 0.07% | 4,000 | 4,000 | — | $2.59万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $2.71万 | 0.08% | 2,500 | 2,500 | — | $2.71万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2.76万 | 0.08% | 420 | 420 | — | $2.76万 | 新建仓 |
| — | PUTNAM MASTER INTER INCOME T | $2.78万 | 0.08% | 8,500 | 8,500 | — | $2.78万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2.81万 | 0.08% | 115 | -41,156 | -99.7% | -$1,006.03万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $2.83万 | 0.08% | 2,600 | 2,600 | — | $2.83万 | 新建仓 |
| KEY | KEYCORP | $2.89万 | 0.08% | 1,440 | 1,440 | — | $2.89万 | 新建仓 |
| T | AT&T INC | $2.90万 | 0.08% | 1,000 | -42,473 | -97.7% | -$123.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.91万 | 0.08% | 1,000 | 1,000 | — | $2.91万 | 新建仓 |
| UL | UNILEVER PLC | $2.94万 | 0.08% | 516 | -3,601 | -87.5% | -$20.52万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $2.95万 | 0.08% | 2,000 | 2,000 | — | $2.95万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $2.96万 | 0.08% | 450 | 450 | — | $2.96万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $2.98万 | 0.09% | 1,732 | 1,732 | — | $2.98万 | 新建仓 |
| IEMG | ISHARES INC | $2.99万 | 0.09% | 428 | -197,945 | -99.8% | -$1,380.67万 | 减仓 |
| YYY | AMPLIFY ETF TR | $2.99万 | 0.09% | 2,711 | 2,711 | — | $2.99万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $3.00万 | 0.09% | 144 | 144 | — | $3.00万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $3.01万 | 0.09% | 1,000 | -27,499 | -96.5% | -$82.69万 | 减仓 |
| TFC | TRUIST FINL CORP | $3.02万 | 0.09% | 656 | -35,584 | -98.2% | -$163.58万 | 减仓 |
| — | EA SERIES TRUST | $3.09万 | 0.09% | 680 | 680 | — | $3.09万 | 新建仓 |
| — | GABELLI UTIL TR | $3.11万 | 0.09% | 5,143 | 5,143 | — | $3.11万 | 新建仓 |
| META | META PLATFORMS INC | $3.15万 | 0.09% | 55 | -9,397 | -99.4% | -$537.63万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $3.19万 | 0.09% | 900 | 900 | — | $3.19万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $3.21万 | 0.09% | 100 | 100 | — | $3.21万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.21万 | 0.09% | 770 | 770 | — | $3.21万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $3.22万 | 0.09% | 223 | -19,736 | -98.9% | -$285.07万 | 减仓 |
| SLV | ISHARES SILVER TR | $3.30万 | 0.09% | 485 | -31,818 | -98.5% | -$216.81万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $3.32万 | 0.10% | 576 | -2,952 | -83.7% | -$17.02万 | 重新持有 |
| INTC | INTEL CORP | $3.39万 | 0.10% | 767 | -14,464 | -95.0% | -$63.86万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3.45万 | 0.10% | 2,078 | -130,086 | -98.4% | -$216.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.56万 | 0.10% | 500 | -16,640 | -97.1% | -$118.36万 | 减仓 |
| GOOG | ALPHABET INC | $3.56万 | 0.10% | 124 | -31,405 | -99.6% | -$900.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.59万 | 0.10% | 665 | -13,064 | -95.2% | -$70.61万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3.61万 | 0.10% | 490 | -6,734 | -93.2% | -$49.59万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $3.77万 | 0.11% | 1,054 | 1,054 | — | $3.77万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $3.81万 | 0.11% | 550 | 550 | — | $3.81万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $3.92万 | 0.11% | 2,100 | 2,100 | — | $3.92万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $3.96万 | 0.11% | 1,173 | 1,173 | — | $3.96万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4.04万 | 0.12% | 841 | -12,164 | -93.5% | -$58.45万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4.26万 | 0.12% | 170 | -2,983 | -94.6% | -$74.75万 | 重新持有 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $4.28万 | 0.12% | 2,272 | 2,272 | — | $4.28万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $4.48万 | 0.13% | 131 | -37,098 | -99.6% | -$1,267.96万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $4.53万 | 0.13% | 1,000 | -4,726 | -82.5% | -$21.39万 | 减仓 |
| AFL | AFLAC INC | $4.56万 | 0.13% | 416 | -51,500 | -99.2% | -$564.68万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $4.61万 | 0.13% | 4,720 | 4,720 | — | $4.61万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.71万 | 0.13% | 1,616 | -59,154 | -97.3% | -$172.31万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $4.74万 | 0.14% | 2,120 | 2,120 | — | $4.74万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.81万 | 0.14% | 2,077 | 2,077 | — | $4.81万 | 新建仓 |
| FE | FIRSTENERGY CORP | $5.01万 | 0.14% | 988 | 988 | — | $5.01万 | 新建仓 |
| FSK | FS KKR CAP CORP | $5.10万 | 0.15% | 5,005 | -90,081 | -94.7% | -$91.71万 | 减仓 |
| — | EA SERIES TRUST | $5.15万 | 0.15% | 1,304 | -18,219 | -93.3% | -$71.92万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $5.19万 | 0.15% | 2,224 | 2,224 | — | $5.19万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $5.21万 | 0.15% | 380 | 380 | — | $5.21万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5.23万 | 0.15% | 247 | 247 | — | $5.23万 | 新建仓 |
| SHEL | SHELL PLC | $5.27万 | 0.15% | 566 | 566 | — | $5.27万 | 新建仓 |
| O | REALTY INCOME CORP | $5.31万 | 0.15% | 868 | -26,732 | -96.9% | -$163.48万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $5.32万 | 0.15% | 415 | 415 | — | $5.32万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $5.48万 | 0.16% | 495 | -11,455 | -95.9% | -$126.90万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $5.69万 | 0.16% | 1,364 | 1,364 | — | $5.69万 | 新建仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $5.73万 | 0.16% | 3,973 | 3,973 | — | $5.73万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.07万 | 0.17% | 750 | -2,178 | -74.4% | -$17.63万 | 重新持有 |