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 |
|---|---|---|---|---|---|---|---|---|
| IMO | IMPERIAL OIL LTD | $340.67万 | 0.12% | 30,411 | -3,821 | -11.2% | -$42.80万 | 重新持有 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $337.79万 | 0.12% | 56,552 | 25,531 | 82.3% | $152.50万 | 重新持有 |
| CI | THE CIGNA GROUP | $333.05万 | 0.12% | 12,081 | 2,271 | 23.1% | $62.61万 | 重新持有 |
| FN | FABRINET | $331.07万 | 0.12% | 5,890 | -5,168 | -46.7% | -$290.48万 | 重新持有 |
| SGOV | ISHARES TR | $331.06万 | 0.12% | 32,886 | 22,211 | 208.1% | $223.60万 | 重新持有 |
| LVHD | LEGG MASON ETF INVT | $329.72万 | 0.12% | 74,932 | 7,491 | 11.1% | $32.96万 | 重新持有 |
| VOT | VANGUARD INDEX FDS | $329.14万 | 0.12% | 10,746 | 85 | 0.8% | $2.60万 | 重新持有 |
| AMGN | AMGEN INC | $327.81万 | 0.11% | 9,053 | -239 | -2.6% | -$8.65万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $324.85万 | 0.11% | 57,629 | 57,629 | — | $324.85万 | 新建仓 |
| O | REALTY INCOME CORP | $324.25万 | 0.11% | 52,332 | 51,464 | 5,929.0% | $318.87万 | 加仓 |
| ACWX | ISHARES TR | $322.62万 | 0.11% | 42,389 | 42,389 | — | $322.62万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $320.42万 | 0.11% | 12,104 | 12,044 | 20,073.3% | $318.83万 | 加仓 |
| EMXC | ISHARES INC | $317.15万 | 0.11% | 31,002 | 27,245 | 725.2% | $278.72万 | 重新持有 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $310.46万 | 0.11% | 21,515 | 21,378 | 15,604.4% | $308.48万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $305.36万 | 0.11% | 57,076 | -22,805 | -28.5% | -$122.01万 | 重新持有 |
| KRE | SPDR SERIES TRUST | $303.17万 | 0.11% | 40,503 | 31,922 | 372.0% | $238.94万 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $302.35万 | 0.11% | 11,118 | 11,118 | — | $302.35万 | 新建仓 |
| IWD | ISHARES TR | $300.18万 | 0.11% | 12,382 | 11,895 | 2,442.5% | $288.38万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $299.96万 | 0.11% | 4,265 | 4,262 | 142,066.7% | $299.75万 | 加仓 |
| CVS | CVS HEALTH CORP | $298.86万 | 0.10% | 28,890 | -15,503 | -34.9% | -$160.38万 | 重新持有 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $298.69万 | 0.10% | 70,563 | 11,119 | 18.7% | $47.07万 | 重新持有 |
| IAGG | ISHARES TR | $296.99万 | 0.10% | 58,694 | 2,750 | 4.9% | $13.92万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $296.83万 | 0.10% | 24,111 | 2,922 | 13.8% | $35.97万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $295.94万 | 0.10% | 8,749 | 729 | 9.1% | $24.66万 | 重新持有 |
| ITA | ISHARES TR | $293.65万 | 0.10% | 12,113 | 635 | 5.5% | $15.39万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $289.30万 | 0.10% | 17,453 | 17,015 | 3,884.7% | $282.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $280.54万 | 0.10% | 31,963 | 31,865 | 32,515.3% | $279.68万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $276.85万 | 0.10% | 13,428 | -4,265 | -24.1% | -$87.93万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $274.42万 | 0.10% | 29,741 | -4,323 | -12.7% | -$39.89万 | 重新持有 |
| AOR | ISHARES TR | $269.96万 | 0.09% | 38,843 | 38,543 | 12,847.7% | $267.88万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $268.57万 | 0.09% | 55,193 | 53,258 | 2,752.4% | $259.15万 | 加仓 |
| SOXX | ISHARES TR | $268.18万 | 0.09% | 4,185 | 1,296 | 44.9% | $83.05万 | 重新持有 |
| COWZ | PACER FDS TR | $267.22万 | 0.09% | 42,961 | -5,856 | -12.0% | -$36.42万 | 重新持有 |
| BAI | BLACKROCK ETF TRUST | $266.89万 | 0.09% | 50,623 | 5,171 | 11.4% | $27.26万 | 重新持有 |
| GNTX | GENTEX CORP | $266.34万 | 0.09% | 105,398 | 10,820 | 11.4% | $27.34万 | 重新持有 |
| MRK | MERCK & CO INC | $262.88万 | 0.09% | 20,458 | 20,300 | 12,848.1% | $260.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $261.28万 | 0.09% | 2,708 | 2,687 | 12,795.2% | $259.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $260.94万 | 0.09% | 17,795 | 17,572 | 7,879.8% | $257.67万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $259.62万 | 0.09% | 34,501 | -3,721 | -9.7% | -$28.00万 | 重新持有 |
| MDB | MONGODB INC | $259.35万 | 0.09% | 7,721 | 49 | 0.6% | $1.65万 | 重新持有 |
| CLX | CLOROX CO DEL | $255.46万 | 0.09% | 26,767 | 20,729 | 343.3% | $197.83万 | 重新持有 |
| BAC | BANK OF AMER CORP | $253.91万 | 0.09% | 44,562 | 5,627 | 14.5% | $32.06万 | 重新持有 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $253.15万 | 0.09% | 98,965 | 98,965 | — | $253.15万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $250.01万 | 0.09% | 59,654 | 23,223 | 63.7% | $97.33万 | 重新持有 |
| QTUM | ETF SER SOLUTIONS | $248.29万 | 0.09% | 15,013 | 14,783 | 6,427.4% | $244.48万 | 加仓 |
| PEP | PEPSICO INC | $247.47万 | 0.09% | 18,277 | 2,229 | 13.9% | $30.18万 | 重新持有 |
| DBEF | DBX ETF TR | $243.19万 | 0.09% | 44,516 | -64 | -0.1% | -$3,496 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $243.06万 | 0.09% | 34,114 | 32,758 | 2,415.8% | $233.40万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $242.80万 | 0.09% | 1,632 | 88 | 5.7% | $13.09万 | 重新持有 |
| FMDE | FIDELITY COVINGTON TRUST | $242.18万 | 0.08% | 59,679 | 18,914 | 46.4% | $76.75万 | 重新持有 |
| ITRN | ITURAN LOCATION AND CONTROL | $241.22万 | 0.08% | 39,538 | 5,520 | 16.2% | $33.68万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $240.43万 | 0.08% | 47,535 | 43,735 | 1,150.9% | $221.21万 | 加仓 |
| GLW | CORNING INC | $239.17万 | 0.08% | 9,363 | 8,369 | 842.0% | $213.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $238.11万 | 0.08% | 57,933 | -3,746 | -6.1% | -$15.40万 | 重新持有 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $237.97万 | 0.08% | 149,856 | 18,143 | 13.8% | $28.81万 | 重新持有 |
| FENI | FIDELITY COVINGTON TRUST | $237.41万 | 0.08% | 59,159 | 58,955 | 28,899.5% | $236.59万 | 加仓 |
| LIT | GLOBAL X FDS | $236.36万 | 0.08% | 30,194 | 4,474 | 17.4% | $35.02万 | 重新持有 |
| STT | STATE STR CORP | $235.63万 | 0.08% | 13,893 | -322 | -2.3% | -$5.46万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $235.23万 | 0.08% | 38,273 | 7,323 | 23.7% | $45.01万 | 重新持有 |
| IHF | ISHARES TR | $234.50万 | 0.08% | 42,382 | 42,382 | — | $234.50万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $233.53万 | 0.08% | 13,726 | 12,535 | 1,052.5% | $213.27万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $232.73万 | 0.08% | 45,349 | -169 | -0.4% | -$8,673 | 重新持有 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $228.64万 | 0.08% | 44,379 | 16,637 | 60.0% | $85.71万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $226.81万 | 0.08% | 67,024 | 65,408 | 4,047.5% | $221.34万 | 加仓 |
| EEM | ISHARES TR | $224.91万 | 0.08% | 32,877 | -2,843 | -8.0% | -$19.45万 | 重新持有 |
| WABC | WESTAMERICA BANCORPORATION | $222.78万 | 0.08% | 37,972 | 0 | 0.0% | — | 重新持有 |
| GL | GLOBE LIFE INC | $222.31万 | 0.08% | 12,442 | -1,063 | -7.9% | -$18.99万 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $220.27万 | 0.08% | 46,169 | 3,558 | 8.3% | $16.98万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $220.05万 | 0.08% | 29,379 | 27,978 | 1,997.0% | $209.55万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $219.03万 | 0.08% | 28,071 | 27,968 | 27,153.4% | $218.23万 | 加仓 |
| TNET | TRINET GROUP INC | $218.43万 | 0.08% | 44,136 | 16,290 | 58.5% | $80.62万 | 重新持有 |
| TFC | TRUIST FINL CORP | $218.31万 | 0.08% | 43,819 | 43,163 | 6,579.7% | $215.04万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $216.67万 | 0.08% | 40,796 | 13,921 | 51.8% | $73.93万 | 重新持有 |
| AVEM | AMERICAN CENTY ETF TR | $216.03万 | 0.08% | 22,389 | 13,459 | 150.7% | $129.87万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $215.65万 | 0.08% | 2,305 | 256 | 12.5% | $23.95万 | 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 |
| HSY | HERSHEY CO | $214.66万 | 0.08% | 12,235 | 371 | 3.1% | $6.51万 | 重新持有 |
| JBSS | SANFILIPPO JOHN B & SON INC | $211.45万 | 0.07% | 24,590 | 10,886 | 79.4% | $93.61万 | 重新持有 |
| IBDS | ISHARES TR | $210.64万 | 0.07% | 86,968 | 22,153 | 34.2% | $53.65万 | 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 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.15万 | 0.07% | 7,438 | 1,499 | 25.2% | $42.15万 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $208.85万 | 0.07% | 125,060 | 121,383 | 3,301.1% | $202.71万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $208.51万 | 0.07% | 16,756 | 2,221 | 15.3% | $27.64万 | 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 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $206.78万 | 0.07% | 92,768 | 10,698 | 13.0% | $23.85万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $204.69万 | 0.07% | 25,405 | 25,389 | 158,681.2% | $204.56万 | 加仓 |
| MTB | M & T BK CORP | $204.07万 | 0.07% | 8,574 | 414 | 5.1% | $9.85万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $203.45万 | 0.07% | 46,207 | 20,589 | 80.4% | $90.65万 | 重新持有 |
| TFLO | ISHARES TR | $203.43万 | 0.07% | 40,180 | 36,424 | 969.8% | $184.42万 | 加仓 |
| IBDT | ISHARES TR | $202.01万 | 0.07% | 80,005 | 18,236 | 29.5% | $46.05万 | 重新持有 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $201.59万 | 0.07% | 77,003 | 16,879 | 28.1% | $44.19万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $201.29万 | 0.07% | 12,315 | 11,797 | 2,277.4% | $192.82万 | 加仓 |
| IBDU | ISHARES TR | $199.15万 | 0.07% | 85,990 | 17,454 | 25.5% | $40.42万 | 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 |
| ETN | EATON CORP PLC | $198.40万 | 0.07% | 4,656 | 1,841 | 65.4% | $78.45万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $195.60万 | 0.07% | 48,196 | 13,497 | 38.9% | $54.78万 | 重新持有 |
| DFAI | DIMENSIONAL ETF TRUST | $195.11万 | 0.07% | 47,300 | 43,237 | 1,064.2% | $178.35万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $192.23万 | 0.07% | 34,945 | 34,740 | 16,946.3% | $191.10万 | 加仓 |
| SUB | ISHARES TR | $192.18万 | 0.07% | 18,050 | 9,083 | 101.3% | $96.71万 | 重新持有 |
| IBDR | ISHARES TR | $191.45万 | 0.07% | 79,012 | 14,026 | 21.6% | $33.98万 | 重新持有 |