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
GDX VANECK ETF TRUST $71.65万0.03%9,496 -4,726-33.2% -$35.66万 重新持有
MMM 3M CO $71.50万0.03%4,416 -78-1.7% -$1.26万 重新持有
ESI ELEMENT SOLUTIONS INC $71.47万0.03%14,968 -526-3.4% -$2.51万 重新持有
XSMO INVESCO EXCHANGE TRADED FD T $71.39万0.03%7,625 -559-6.8% -$5.23万 重新持有
VLUE ISHARES TR $71.25万0.02%3,566 54618.1% $10.91万 重新持有
VGSH VANGUARD SCOTTSDALE FDS $70.94万0.02%12,190 6,317107.6% $36.76万 重新持有
IJT ISHARES TR $70.85万0.02%3,967 -7-0.2% -$1,250 重新持有
ADSK AUTODESK INC $70.63万0.02%3,633 84630.4% $16.45万 重新持有
TUA SIMPLIFY EXCHANGE TRADED FUN $70.44万0.02%34,486 34,486— $70.44万 新建仓
FPE FIRST TR EXCH TRADED FD III $70.17万0.02%39,245 -2,557-6.1% -$4.57万 重新持有
— ISHARES TR $69.82万0.02%26,547 7,19037.1% $18.91万 重新持有
AOA ISHARES TR $69.72万0.02%7,143 7,0648,941.8% $68.95万 加仓
— EA SERIES TRUST $69.64万0.02%20,790 19,4861,494.3% $65.27万 加仓
— INVESCO EXCH TRD SLF IDX FD $69.26万0.02%33,004 11,50053.5% $24.13万 重新持有
SHLD GLOBAL X FDS $69.10万0.02%11,572 11,3725,686.0% $67.90万 加仓
MRVL MARVELL TECHNOLOGY INC $69.08万0.02%2,319 2,319— $69.08万 新建仓
PID INVESCO EXCHANGE TRADED FD T $68.68万0.02%30,937 220.1% $488 重新持有
NTRS NORTHERN TR CORP $68.28万0.02%3,928 -6,202-61.2% -$107.82万 重新持有
— AIM ETF PRODUCTS TRUST $68.21万0.02%20,426 20,426— $68.21万 新建仓
CGDG CAPITAL GROUP DIVIDEND GROWE $68.05万0.02%18,142 9,524110.5% $35.72万 重新持有
PANW PALO ALTO NETWORKS INC $67.62万0.02%1,983 19410.8% $6.62万 重新持有
— PRIMEENERGY RESOURCES CORP $67.29万0.02%4,032 -110-2.7% -$1.84万 重新持有
DOX AMDOCS LTD $67.18万0.02%13,293 13,293— $67.18万 新建仓
GOLF ACUSHNET HLDGS CORP $67.17万0.02%5,667 2264.2% $2.68万 重新持有
ALG ALAMO GROUP INC $66.75万0.02%4,058 4,058— $66.75万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $66.65万0.02%11,167 10,5021,579.2% $62.69万 加仓
PXH INVESCO EXCH TRADED FD TR II $66.63万0.02%23,899 1,5386.9% $4.29万 重新持有
DOW DOW HLDGS INC $66.42万0.02%24,278 -4,394-15.3% -$12.02万 重新持有
IWR ISHARES TR $65.97万0.02%5,980 59010.9% $6.51万 重新持有
BNDX VANGUARD CHARLOTTE FDS $65.67万0.02%13,560 12,7191,512.4% $61.60万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $64.27万0.02%32,841 18,423127.8% $36.05万 重新持有
LNG CHENIERE ENERGY INC $64.13万0.02%2,683 2,6528,554.8% $63.39万 加仓
CEG CONSTELLATION ENERGY CORP $63.87万0.02%2,572 1938.1% $4.79万 重新持有
IDEF BLACKROCK ETF TRUST $63.47万0.02%19,973 19,973— $63.47万 新建仓
HUBB HUBBELL INC $62.89万0.02%1,202 -83-6.5% -$4.34万 重新持有
JHX JAMES HARDIE INDS PLC $62.88万0.02%24,019 24,019— $62.88万 新建仓
BSMW INVESCO EXCH TRD SLF IDX FD $62.51万0.02%24,865 9,74464.4% $24.50万 重新持有
DLR DIGITAL RLTY TR INC $62.51万0.02%3,481 3,481— $62.51万 新建仓
UNP UNION PAC CORP $62.42万0.02%2,295 -14-0.6% -$3,807 重新持有
CIEN CIENA CORP $62.35万0.02%1,271 1,26112,610.0% $61.86万 加仓
SPHR SPHERE ENTERTAINMENT CO $62.29万0.02%3,600 3,600— $62.29万 新建仓
ABNB AIRBNB INC $62.26万0.02%4,351 4,351— $62.26万 新建仓
FNDX SCHWAB STRATEGIC TR $62.06万0.02%19,956 -3,814-16.0% -$11.86万 重新持有
RCL ROYAL CARIBBEAN GROUP $61.90万0.02%1,949 -175-8.2% -$5.56万 重新持有
LHX L3HARRIS TECHNOLOGIES INC $61.66万0.02%2,122 -890-29.5% -$25.86万 重新持有
SCHP SCHWAB STRATEGIC TR $61.63万0.02%23,255 22,8555,713.8% $60.57万 加仓
MDT MEDTRONIC PLC $61.51万0.02%7,863 -1,150-12.8% -$9.00万 重新持有
AIQ GLOBAL X FDS $61.42万0.02%9,362 9,362— $61.42万 新建仓
OMFS INVESCO EXCH TRD SLF IDX FD $61.14万0.02%11,463 -161-1.4% -$8,587 重新持有
AGNC AGNC INVT CORP $60.91万0.02%55,882 45,882458.8% $50.01万 加仓
UTF COHEN & STEERS INFRASTRUCTUR $60.32万0.02%21,863 21,4885,730.1% $59.29万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $60.28万0.02%10,413 2,90338.7% $16.80万 重新持有
DFAE DIMENSIONAL ETF TRUST $60.19万0.02%14,969 12,334468.1% $49.59万 加仓
EW EDWARDS LIFESCIENCES CORP $60.14万0.02%6,648 6,648— $60.14万 新建仓
ASML ASML HLDG NV $59.60万0.02%300 300— $59.60万 新建仓
CW CURTISS WRIGHT CORP $59.56万0.02%786 10.1% $758 重新持有
EVTR MORGAN STANLEY ETF TRUST $59.47万0.02%11,728 7,144155.8% $36.23万 重新持有
FTA FIRST TR EXCHANGE-TRADED ALP $59.44万0.02%6,141 1,60735.4% $15.56万 重新持有
ONEZ ELEVATION SERIES TRUST $59.34万0.02%21,507 21,507— $59.34万 新建仓
FLMI FRANKLIN TEMPLETON ETF TR $59.26万0.02%23,545 11,790100.3% $29.68万 重新持有
HUM HUMANA INC $59.07万0.02%1,487 00.0% — 重新持有
KNG FIRST TR EXCHANGE-TRADED FD $58.92万0.02%11,667 -5,779-33.1% -$29.18万 重新持有
BSX BOSTON SCIENTIFIC CORP $58.88万0.02%13,796 -3,170-18.7% -$13.53万 重新持有
FLHY FRANKLIN TEMPLETON ETF TR $58.80万0.02%24,208 24,208— $58.80万 新建仓
TLT ISHARES TR $58.79万0.02%6,803 1,17520.9% $10.15万 重新持有
ISPY PROSHARES TR $58.69万0.02%12,179 12,179— $58.69万 新建仓
IMCG ISHARES TR $58.47万0.02%5,948 79215.4% $7.79万 重新持有
TEL TE CONNECTIVITY PLC $58.31万0.02%2,892 -2,189-43.1% -$44.14万 重新持有
VFH VANGUARD WORLD FD $58.18万0.02%4,421 20.0% $263 重新持有
CRM SALESFORCE INC $57.77万0.02%3,687 75425.7% $11.81万 重新持有
EVRG EVERGY INC $57.62万0.02%6,667 1422.2% $1.23万 重新持有
XT ISHARES TR $57.09万0.02%6,910 -102-1.5% -$8,428 重新持有
WELL WELLTOWER INC $56.93万0.02%2,508 170.7% $3,859 重新持有
RDIV INVESCO EXCH TRADED FD TR II $56.65万0.02%9,767 720.7% $4,176 重新持有
UGI UGI CORP NEW $56.31万0.02%16,303 400.2% $1,382 重新持有
— ISHARES TR $55.84万0.02%21,479 21,479— $55.84万 新建仓
CAH CARDINAL HEALTH INC $55.73万0.02%2,346 -31-1.3% -$7,364 重新持有
— AMES NATL CORP $55.55万0.02%18,760 -53-0.3% -$1,569 重新持有
FXL FIRST TR EXCHANGE-TRADED FD $55.44万0.02%2,552 40618.9% $8.82万 重新持有
PZA INVESCO EXCH TRADED FD TR II $54.89万0.02%23,338 -1,384-5.6% -$3.26万 重新持有
IWMI NEOS ETF TRUST $54.80万0.02%10,239 10,239— $54.80万 新建仓
SHM SPDR SERIES TRUST $54.78万0.02%11,421 -627-5.2% -$3.01万 重新持有
NBTB NBT BANCORP INC $54.68万0.02%11,075 -2,465-18.2% -$12.17万 重新持有
PSX PHILLIPS 66 $54.47万0.02%3,222 2849.7% $4.80万 重新持有
VHT VANGUARD WORLD FD $54.09万0.02%1,809 19111.8% $5.71万 重新持有
ARKK ARK ETF TR $54.01万0.02%6,683 1582.4% $1.28万 重新持有
OEF ISHARES TR $53.50万0.02%1,462 -3,539-70.8% -$129.50万 重新持有
LMBS FIRST TR EXCHANGE-TRADED FD $53.45万0.02%10,737 8,957503.2% $44.59万 加仓
XBI SPDR SERIES TRUST $53.44万0.02%3,377 3,377— $53.44万 新建仓
LYV LIVE NATION ENTERTAINMENT IN $53.43万0.02%2,918 2,918— $53.43万 新建仓
EMLC VANECK ETF TRUST $53.05万0.02%20,756 19,7341,930.9% $50.44万 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $52.81万0.02%15,051 -450-2.9% -$1.58万 重新持有
QYLD GLOBAL X FDS $52.68万0.02%28,584 1,3064.8% $2.41万 重新持有
CFG CITIZENS FINL GROUP INC $52.22万0.02%7,453 6,253521.1% $43.82万 加仓
SNY SANOFI SA $52.08万0.02%12,209 2,99632.5% $12.78万 重新持有
VGIT VANGUARD SCOTTSDALE FDS $51.72万0.02%8,769 2,03530.2% $12.00万 重新持有
EVMO MORGAN STANLEY ETF TRUST $51.43万0.02%10,289 3503.5% $1.75万 重新持有
— DIMENSIONAL ETF TRUST $51.06万0.02%7,305 7,305— $51.06万 新建仓
IWY ISHARES TR $51.05万0.02%1,756 -10-0.6% -$2,907 重新持有
IJK ISHARES TR $50.76万0.02%4,320 -90-2.0% -$1.06万 重新持有