Financial Gravity Asset Management, Inc.
Lakeway TX · SEC CIK 0001741736
$5.62亿2026Q1 申报市值
962持仓数
37.9%前十大占比 · 第一大 5.6%
199 / 72新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHWAB PRIME ADV 加仓+$586.81万
SPY 加仓+$380.90万
AZN 新建仓+$327.40万
CLIFFWATER CORPO 加仓+$229.02万
FSK 加仓+$187.93万
2026Q1 卖出最多 按季末市值估算
MSC INCOME FUND 清仓-$3,735.68万
AZN 清仓-$306.25万
SCHWAB TREASURY 清仓-$223.60万
AMERICAN FUNDS W 减仓-$34.58万
FIRST EAGLE CR O 减仓-$31.26万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $451.07万 | 0.80% | 36,294 | -869 | -2.3% | -$10.80万 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $453.30万 | 0.81% | 15,802 | -658 | -4.0% | -$18.88万 | 减仓 |
| UPWK | UPWORK INC | $465.54万 | 0.83% | 424,762 | 23,097 | 5.8% | $25.31万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $486.29万 | 0.87% | 96,067 | 77 | 0.1% | $3,898 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $492.86万 | 0.88% | 97,346 | 1,071 | 1.1% | $5.42万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $492.89万 | 0.88% | 62,860 | -129 | -0.2% | -$1.01万 | 减仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $496.14万 | 0.88% | 64,847 | 7,013 | 12.1% | $53.66万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $497.25万 | 0.88% | 105,910 | 663 | 0.6% | $3.11万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $497.52万 | 0.89% | 84,988 | 234 | 0.3% | $1.37万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $502.78万 | 0.89% | 7,731 | 5,857 | 312.5% | $380.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $554.51万 | 0.99% | 16,408 | -656 | -3.8% | -$22.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $635.60万 | 1.13% | 17,171 | 957 | 5.9% | $35.42万 | 加仓 |
| AAPL | APPLE INC | $703.97万 | 1.25% | 27,738 | 2,129 | 8.3% | $54.03万 | 加仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $732.76万 | 1.30% | 47,971 | -466 | -1.0% | -$7.12万 | 减仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $749.96万 | 1.33% | 7,499,604 | 5,868,138 | 359.7% | $586.81万 | 加仓 |
| AMZN | AMAZON.COM INC | $790.99万 | 1.41% | 37,979 | 3,826 | 11.2% | $79.68万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $844.44万 | 1.50% | 120,171 | 4,203 | 3.6% | $29.53万 | 加仓 |
| TSLA | TESLA INC | $877.03万 | 1.56% | 23,592 | -94 | -0.4% | -$3.49万 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BONDETF | $900.49万 | 1.60% | 88,465 | 2,539 | 3.0% | $25.84万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1,048.78万 | 1.87% | 185,363 | 9,205 | 5.2% | $52.08万 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BONDETF | $1,283.33万 | 2.28% | 442,070 | 16,811 | 4.0% | $48.80万 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1,406.48万 | 2.50% | 308,980 | 10,787 | 3.6% | $49.10万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,430.45万 | 2.55% | 304,934 | 6,037 | 2.0% | $28.32万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $1,467.80万 | 2.61% | 223,444 | 7,148 | 3.3% | $46.96万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $1,596.69万 | 2.84% | 163,078 | 8,128 | 5.2% | $79.58万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1,772.59万 | 3.15% | 299,322 | 12,159 | 4.2% | $72.01万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,903.17万 | 3.39% | 567,434 | 29,377 | 5.5% | $98.53万 | 加仓 |
| — | XTRACKERS LOW BETA HIGH YIELD BOND ETF | $1,907.16万 | 3.39% | 409,131 | 21,832 | 5.6% | $101.77万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,926.23万 | 3.43% | 186,235 | 5,803 | 3.2% | $60.02万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAPFUND | $1,951.68万 | 3.47% | 286,548 | 10,480 | 3.8% | $71.38万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2,000.18万 | 3.56% | 413,944 | 26,446 | 6.8% | $127.79万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $2,292.28万 | 4.08% | 541,783 | 15,099 | 2.9% | $63.88万 | 加仓 |
| HYLB | XTRACKERS USD HIGH YIELDCORPORATE BOND ETF | $2,785.84万 | 4.96% | 770,421 | 25,104 | 3.4% | $90.78万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $3,147.84万 | 5.60% | 629,064 | 16,398 | 2.7% | $82.06万 | 加仓 |