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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $3,601 | 0.01% | 50 | 50 | — | $3,601 | 新建仓 |
| AOM | ISHARES TR | $3,316 | 0.01% | 70 | 70 | — | $3,316 | 新建仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $3,106 | 0.01% | 200 | 200 | — | $3,106 | 新建仓 |
| EQX | EQUINOX GOLD CORP | $2,762 | 0.01% | 191 | 191 | — | $2,762 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,729 | 0.01% | 57 | -11,680 | -99.5% | -$55.92万 | 重新持有 |
| NRG | NRG ENERGY INC | $2,631 | 0.01% | 18 | 18 | — | $2,631 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,374 | 0.01% | 53 | -5,185 | -99.0% | -$23.22万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,323 | 0.01% | 40 | -8,735 | -99.5% | -$50.73万 | 减仓 |
| PFE | PFIZER INC | $2,106 | 0.01% | 75 | -33,178 | -99.8% | -$93.16万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1,977 | 0.01% | 72 | -10,267 | -99.3% | -$28.19万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,977 | 0.01% | 8 | 8 | — | $1,977 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,850 | 0.01% | 3 | -4,560 | -99.9% | -$281.20万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,837 | 0.01% | 5 | -939 | -99.5% | -$34.50万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,822 | 0.01% | 80 | -4,420 | -98.2% | -$10.07万 | 重新持有 |
| MICC | MAGNUM ICE CREAM CO NV | $1,734 | 0.00% | 116 | 116 | — | $1,734 | 新建仓 |
| — | EA SERIES TRUST | $1,668 | 0.00% | 50 | 50 | — | $1,668 | 新建仓 |
| OGE | OGE ENERGY CORP | $1,535 | 0.00% | 32 | 32 | — | $1,535 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $1,518 | 0.00% | 60 | 60 | — | $1,518 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $1,358 | 0.00% | 24 | -313,759 | -100.0% | -$1,775.35万 | 减仓 |
| HYLB | DBX ETF TR | $1,302 | 0.00% | 36 | 36 | — | $1,302 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $1,179 | 0.00% | 25 | 25 | — | $1,179 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1,149 | 0.00% | 4 | -4,718 | -99.9% | -$135.52万 | 减仓 |
| OKLO | OKLO INC | $1,091 | 0.00% | 22 | -3,488 | -99.4% | -$17.30万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $818 | 0.00% | 4 | 4 | — | $818 | 新建仓 |
| WFC | WELLS FARGO & CO | $637 | 0.00% | 8 | -2,963 | -99.7% | -$23.59万 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $628 | 0.00% | 15 | 15 | — | $628 | 新建仓 |
| FLR | FLUOR CORP | $420 | 0.00% | 9 | 9 | — | $420 | 新建仓 |
| SMR | NUSCALE PWR CORP | $271 | 0.00% | 25 | 25 | — | $271 | 新建仓 |
| — | ORION PROPERTIES INC | $148 | 0.00% | 69 | 69 | — | $148 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $93 | 0.00% | 10 | 10 | — | $93 | 新建仓 |
| — | BARK INC | $51 | 0.00% | 100 | 100 | — | $51 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $30 | 0.00% | 2 | 2 | — | $30 | 新建仓 |
| — | GABELLI EQUITY TR INC | $23 | 0.00% | 3,300 | 3,300 | — | $23 | 新建仓 |
| — | BLACKROCK UTILS INFRASTRUCTU | $21 | 0.00% | 2,624 | 2,624 | — | $21 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBLL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |