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 |
|---|---|---|---|---|---|---|---|---|
| — | NET LEASE OFFICE PPTYS | $0 | 0.00% | 0 | -10 | -100.0% | -$258 | 清仓 |
| — | LORD ABBETT HIGH YIELD F | $0 | 0.00% | 0 | -3 | -100.0% | -$21 | 清仓 |
| — | PIMCO INVESTMENT GRADE CREDIT BOND I-2 | $0 | 0.00% | 0 | -1 | -100.0% | -$11 | 清仓 |
| — | WESTERN ASSET CORE PLUS BOND I | $0 | 0.00% | 0 | -1 | -100.0% | -$9 | 清仓 |
| — | PIMCO INTERNATIONAL BOND (USD-HDG) I-2 | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | SONDER HLDGS INC CLASS A | $0 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FNMA PL 346951 7.5 26 DUE 05/01/26 | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MMEX RES CORP | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ORBITE TECHNOLOGIES IN FCLASS CLASS A | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | SEARS ROEBUCK ACCE 7 PFD DUE 07/15/42SUBJ TO XTRO REDEMPTION | $0 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | DIGATRADE FINL CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 07/01/25 | $0 | 0.00% | 0 | -300,000 | -100.0% | — | 清仓 |
| — | FIDELITY ADVISOR STRATEGIC INCOME I | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | VALENCE TECHNOLOGY INC BANKRUPTCY EFF: 03/07/14 | $0 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | GWG HLDGS INC 5.5XXXPEND POSSIBLE FUTURE DISTRIBUTIONS | $0 | 0.00% | 206,565 | 0 | 0.0% | — | 不变 |
| — | PASSPORT POTASH INC XXXREGISTRATION REVOKED BY THE SEC EFF: 12/12/18 | $0 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| — | CGS INTL INC | $0 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | P D L BIOPHARMA INC | $0 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | ENERPULSE TECH XXXREGISTRATION REVOKED BY THE SEC EFF: 10/24/18 | $0 | 0.00% | 1,477 | 0 | 0.0% | — | 不变 |
| — | SORRENTO THERAPEUTICS IN | $0 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | HARVEST NATURAL RES | $0 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST REP BK SAN FRA | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | VINCO VENTURES INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ORCHIDS PAPER PRODS XXXBANKRUPTCY EFF: 02/28/20 | $0 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | BITCOIN SERVICES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 07/29/21 | $0 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| — | RENTECH INC | $0 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | APPTIGO INTL INC XXXREGISTRATION REVOKED BY THE SEC EFF: 02/27/19 | $0 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SVA | SINOVAC BIOTECH LTD F | $0 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | PLX PHARMA INC. XXXBANKRUPTCY EFF: 10/02/23 | $0 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| — | EVERGREEN ENERGY INC | $0 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | UNITED DEV FUNDING XXXPENDING FUTURE DISTRIBUTEFF: 03/20/2025 | $0 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | GENERAL EUROPEAN STRATEG | $0 | 0.00% | 980 | 980 | — | — | 新建仓 |
| — | VERVE THERAPEUTICS INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| — | WALGREENS BOOTS ALLIANCE | $0 | 0.00% | 8 | 8 | — | — | 新建仓 |
| — | JOHN HANCOCK MLTIFCTRXXXPOSSIBLE FUTURE DISTRIBUEFF: 04/26/24 | $0 | 0.00% | 61 | 61 | — | — | 新建仓 |