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 |
|---|---|---|---|---|---|---|---|---|
| URTH | ISHARES INC | $34.87万 | 0.01% | 1,721 | 1,721 | — | $34.87万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $34.84万 | 0.01% | 1,563 | -182 | -10.4% | -$4.06万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $34.64万 | 0.01% | 1,330 | 1,322 | 16,525.0% | $34.43万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $34.63万 | 0.01% | 35,667 | -3,110 | -8.0% | -$3.02万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $34.41万 | 0.01% | 6,828 | 209 | 3.2% | $1.05万 | 重新持有 |
| PLD | PROLOGIS INC. | $34.36万 | 0.01% | 2,536 | 2,536 | — | $34.36万 | 新建仓 |
| JSML | JANUS DETROIT STR TR | $34.35万 | 0.01% | 3,691 | 0 | 0.0% | — | 重新持有 |
| CGBL | CAPITAL GROUP CORE BALANCED | $34.31万 | 0.01% | 9,039 | 9,039 | — | $34.31万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $34.18万 | 0.01% | 3,945 | 198 | 5.3% | $1.72万 | 重新持有 |
| FBK | FB FINL CORP | $34.14万 | 0.01% | 6,168 | 0 | 0.0% | — | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $34.01万 | 0.01% | 3,709 | -154 | -4.0% | -$1.41万 | 重新持有 |
| XPO | XPO INC | $33.87万 | 0.01% | 1,650 | 1,650 | — | $33.87万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $33.66万 | 0.01% | 8,456 | 99 | 1.2% | $3,941 | 重新持有 |
| C | CITIGROUP INC | $33.34万 | 0.01% | 2,382 | -3,293 | -58.0% | -$46.09万 | 重新持有 |
| EEMV | ISHARES INC | $33.23万 | 0.01% | 4,414 | 4,263 | 2,823.2% | $32.09万 | 加仓 |
| IBTG | ISHARES TR | $33.14万 | 0.01% | 14,480 | -4 | -0.0% | -$92 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $33.04万 | 0.01% | 5,729 | -18,985 | -76.8% | -$109.48万 | 重新持有 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $33.02万 | 0.01% | 9,563 | 1,521 | 18.9% | $5.25万 | 重新持有 |
| IALT | BLACKROCK ETF TRUST | $32.99万 | 0.01% | 11,761 | 11,761 | — | $32.99万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $32.73万 | 0.01% | 13,847 | 13,847 | — | $32.73万 | 新建仓 |
| AROW | ARROW FINL CORP | $32.53万 | 0.01% | 7,937 | 0 | 0.0% | — | 重新持有 |
| WRB | BERKLEY W R CORP | $32.43万 | 0.01% | 4,598 | -32 | -0.7% | -$2,257 | 重新持有 |
| DFIC | DIMENSIONAL ETF TRUST | $32.34万 | 0.01% | 8,680 | 2,126 | 32.4% | $7.92万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $32.29万 | 0.01% | 1,523 | 1,523 | — | $32.29万 | 新建仓 |
| UL | UNILEVER PLC | $32.10万 | 0.01% | 5,340 | 4,824 | 934.9% | $29.00万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $31.93万 | 0.01% | 6,348 | 6,348 | — | $31.93万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $31.79万 | 0.01% | 950 | 780 | 458.8% | $26.11万 | 加仓 |
| IWP | ISHARES TR | $31.73万 | 0.01% | 2,167 | 2,167 | — | $31.73万 | 新建仓 |
| FLRT | PACER FDS TR | $31.71万 | 0.01% | 6,801 | -661 | -8.9% | -$3.08万 | 重新持有 |
| HON | HONEYWELL INTL INC | $31.56万 | 0.01% | 1,410 | 1,410 | — | $31.56万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $31.55万 | 0.01% | 10,227 | -1,011 | -9.0% | -$3.12万 | 重新持有 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $31.54万 | 0.01% | 8,036 | 8,036 | — | $31.54万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $31.44万 | 0.01% | 14,457 | 14,057 | 3,514.2% | $30.57万 | 加仓 |
| IWB | ISHARES TR | $31.31万 | 0.01% | 765 | 125 | 19.5% | $5.12万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $31.28万 | 0.01% | 3,430 | 33 | 1.0% | $3,010 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $31.18万 | 0.01% | 12,649 | 12,649 | — | $31.18万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $31.06万 | 0.01% | 1,405 | 1,405 | — | $31.06万 | 新建仓 |
| PSA | PUBLIC STORAGE | $31.01万 | 0.01% | 974 | 5 | 0.5% | $1,592 | 重新持有 |
| AGCO | AGCO CORP | $31.00万 | 0.01% | 2,590 | 0 | 0.0% | — | 重新持有 |
| TMUS | T-MOBILE US INC | $30.86万 | 0.01% | 1,840 | 1,840 | — | $30.86万 | 新建仓 |
| BIIB | BIOGEN INC | $30.79万 | 0.01% | 1,425 | 0 | 0.0% | — | 重新持有 |
| — | ISHARES TR | $30.62万 | 0.01% | 11,869 | 11,869 | — | $30.62万 | 新建仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $30.54万 | 0.01% | 9,904 | 9,904 | — | $30.54万 | 新建仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $30.50万 | 0.01% | 1,525 | 215 | 16.4% | $4.30万 | 重新持有 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $30.34万 | 0.01% | 13,571 | 12,862 | 1,814.1% | $28.76万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $30.28万 | 0.01% | 474 | 408 | 618.2% | $26.06万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $30.15万 | 0.01% | 11,310 | 11,238 | 15,608.3% | $29.96万 | 加仓 |
| — | BANK OF AMER CORP | $30.06万 | 0.01% | 240 | 0 | 0.0% | — | 重新持有 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $30.01万 | 0.01% | 8,740 | -347 | -3.8% | -$1.19万 | 重新持有 |
| DFGP | DIMENSIONAL ETF TRUST | $29.70万 | 0.01% | 5,454 | 969 | 21.6% | $5.28万 | 加仓 |
| HYG | ISHARES TR | $29.68万 | 0.01% | 3,712 | 106 | 2.9% | $8,476 | 重新持有 |
| — | FIDELITY MERRIMACK STR TR | $29.30万 | 0.01% | 5,701 | 5,701 | — | $29.30万 | 新建仓 |
| VTR | VENTAS INC | $29.20万 | 0.01% | 3,288 | 130 | 4.1% | $1.15万 | 重新持有 |
| JBBB | JANUS DETROIT STR TR | $29.15万 | 0.01% | 6,157 | -343 | -5.3% | -$1.62万 | 重新持有 |
| SYY | SYSCO CORP | $29.13万 | 0.01% | 3,485 | -916 | -20.8% | -$7.66万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $29.09万 | 0.01% | 645 | 0 | 0.0% | — | 重新持有 |
| SNPS | SYNOPSYS INC | $28.55万 | 0.01% | 640 | 24 | 3.9% | $1.07万 | 重新持有 |
| ADBE | ADOBE INC | $28.50万 | 0.01% | 1,390 | 54 | 4.0% | $1.11万 | 重新持有 |
| BILZ | PIMCO ETF TR | $28.45万 | 0.01% | 2,819 | 2,819 | — | $28.45万 | 新建仓 |
| PAYX | PAYCHEX INC | $28.44万 | 0.01% | 2,893 | 2,813 | 3,516.2% | $27.66万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $28.33万 | 0.01% | 13,681 | 13,681 | — | $28.33万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $28.30万 | 0.01% | 8,853 | 8,853 | — | $28.30万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.28万 | 0.01% | 7,029 | -3,814 | -35.2% | -$15.34万 | 重新持有 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $28.22万 | 0.01% | 56,554 | -10,606 | -15.8% | -$5.29万 | 重新持有 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $28.15万 | 0.01% | 6,114 | 6,114 | — | $28.15万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $28.11万 | 0.01% | 4,810 | 4,810 | — | $28.11万 | 新建仓 |
| — | WISDOMTREE TR | $28.11万 | 0.01% | 4,092 | 0 | 0.0% | — | 重新持有 |
| BALI | BLACKROCK ETF TRUST | $27.98万 | 0.01% | 8,272 | 1,368 | 19.8% | $4.63万 | 重新持有 |
| IDV | ISHARES TR | $27.97万 | 0.01% | 6,752 | -28 | -0.4% | -$1,160 | 重新持有 |
| IBMS | ISHARES TR | $27.83万 | 0.01% | 10,756 | 10,756 | — | $27.83万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $27.74万 | 0.01% | 11,043 | 11,043 | — | $27.74万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $27.67万 | 0.01% | 13,138 | 13,138 | — | $27.67万 | 新建仓 |
| MRNA | MODERNA INC | $27.49万 | 0.01% | 3,925 | -8,331 | -68.0% | -$58.34万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP | $27.28万 | 0.01% | 2,731 | 31 | 1.1% | $3,097 | 重新持有 |
| VYMI | VANGUARD WHITEHALL FDS | $26.82万 | 0.01% | 2,731 | 2,731 | — | $26.82万 | 新建仓 |
| MET | METLIFE INC | $26.63万 | 0.01% | 3,147 | 382 | 13.8% | $3.23万 | 重新持有 |
| FNV | FRANCO NEV CORP | $26.55万 | 0.01% | 1,274 | 7 | 0.6% | $1,459 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.52万 | 0.01% | 430 | 430 | — | $26.52万 | 新建仓 |
| RIO | RIO TINTO PLC | $26.46万 | 0.01% | 2,787 | -496 | -15.1% | -$4.71万 | 重新持有 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $26.40万 | 0.01% | 3,933 | 0 | 0.0% | — | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $26.28万 | 0.01% | 1,919 | -1,356 | -41.4% | -$18.57万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $26.27万 | 0.01% | 1,233 | -255 | -17.1% | -$5.43万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $26.16万 | 0.01% | 1,198 | 41 | 3.5% | $8,954 | 重新持有 |
| CLOA | BLACKROCK ETF TRUST II | $26.15万 | 0.01% | 5,037 | 5,037 | — | $26.15万 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $25.98万 | 0.01% | 5,220 | 2,060 | 65.2% | $10.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.84万 | 0.01% | 6,193 | -213 | -3.3% | -$8,888 | 减仓 |
| KHC | KRAFT HEINZ CO | $25.83万 | 0.01% | 10,935 | 10,935 | — | $25.83万 | 新建仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $25.76万 | 0.01% | 10,990 | 10,990 | — | $25.76万 | 新建仓 |
| TIP | ISHARES TR | $25.72万 | 0.01% | 2,350 | 2,236 | 1,961.4% | $24.47万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $25.62万 | 0.01% | 4,616 | 4,316 | 1,438.7% | $23.96万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.57万 | 0.01% | 510 | 84 | 19.7% | $4.21万 | 重新持有 |
| IJS | ISHARES TR | $25.49万 | 0.01% | 1,865 | 2 | 0.1% | $273 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $25.49万 | 0.01% | 772 | 772 | — | $25.49万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $25.47万 | 0.01% | 1,747 | 1,747 | — | $25.47万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $25.41万 | 0.01% | 1,360 | 0 | 0.0% | — | 重新持有 |
| ARCC | ARES CAPITAL CORP | $25.27万 | 0.01% | 13,638 | 13,112 | 2,492.8% | $24.30万 | 加仓 |
| — | WELLS FARGO & CO | $25.24万 | 0.01% | 218 | 0 | 0.0% | — | 重新持有 |
| RWR | SPDR SERIES TRUST | $25.21万 | 0.01% | 2,232 | 2,232 | — | $25.21万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $25.20万 | 0.01% | 6,536 | 0 | 0.0% | — | 重新持有 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $25.04万 | 0.01% | 10,000 | 10,000 | — | $25.04万 | 新建仓 |