Taylor Financial Group, Inc.
Roanoke VA · SEC CIK 0002012516
$1.65亿2026Q1 申报市值
99持仓数
50.8%前十大占比 · 第一大 16.1%
1 / 3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
IJT 加仓+$229.15万
SHEL 新建仓+$21.43万
GAL 加仓+$16.69万
CGBL 加仓+$15.88万
FISV 加仓+$14.75万
2026Q1 卖出最多 按季末市值估算
NSC 减仓-$61.99万
TT 减仓-$34.26万
VUG 减仓-$30.40万
ABT 清仓-$26.24万
LOW 减仓-$24.29万
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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,094 | -100.0% | -$26.24万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -626 | -100.0% | -$21.95万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -779 | -100.0% | -$20.04万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.78万 | 0.01% | 15,000 | 5,000 | 50.0% | $5,950 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $8.13万 | 0.05% | 16,600 | 3,000 | 22.1% | $1.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $21.27万 | 0.13% | 4,363 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.40万 | 0.13% | 2,814 | -708 | -20.1% | -$5.38万 | 减仓 |
| SHEL | SHELL PLC | $21.43万 | 0.13% | 2,304 | 2,304 | — | $21.43万 | 新建仓 |
| AVGO | BROADCOM INC | $21.73万 | 0.13% | 702 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.01万 | 0.13% | 908 | -337 | -27.1% | -$8.17万 | 减仓 |
| ETN | EATON CORP PLC | $23.25万 | 0.14% | 650 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.54万 | 0.15% | 660 | -1 | -0.2% | -$372 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.31万 | 0.16% | 2,009 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $27.93万 | 0.17% | 1,342 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $27.96万 | 0.17% | 475 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $28.62万 | 0.17% | 6,485 | -1,000 | -13.4% | -$4.41万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $28.76万 | 0.17% | 690 | -822 | -54.4% | -$34.26万 | 减仓 |
| ENB | ENBRIDGE INC | $29.11万 | 0.18% | 5,379 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $29.58万 | 0.18% | 3,066 | 345 | 12.7% | $3.33万 | 加仓 |
| DE | DEERE & CO | $30.70万 | 0.19% | 545 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $32.30万 | 0.20% | 1,485 | -66 | -4.3% | -$1.44万 | 减仓 |
| WMT | WALMART INC | $33.06万 | 0.20% | 2,660 | -1,800 | -40.4% | -$22.37万 | 减仓 |
| GOOGL | ALPHABET INC | $35.20万 | 0.21% | 1,224 | -16 | -1.3% | -$4,601 | 减仓 |
| CMI | CUMMINS INC | $35.24万 | 0.21% | 655 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $36.54万 | 0.22% | 4,433 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $38.89万 | 0.24% | 3,678 | -48 | -1.3% | -$5,076 | 减仓 |
| PG | PROCTER & GAMBLE CO | $39.84万 | 0.24% | 2,758 | -103 | -3.6% | -$1.49万 | 减仓 |
| META | META PLATFORMS INC | $40.22万 | 0.24% | 703 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.10万 | 0.25% | 1,415 | -20 | -1.4% | -$5,810 | 减仓 |
| PFE | PFIZER INC | $41.39万 | 0.25% | 14,740 | 1,000 | 7.3% | $2.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $41.49万 | 0.25% | 6,288 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $41.63万 | 0.25% | 8,973 | 5 | 0.1% | $232 | 加仓 |
| DIS | DISNEY WALT CO | $43.09万 | 0.26% | 4,471 | -155 | -3.4% | -$1.49万 | 减仓 |
| TXN | TEXAS INSTRS INC | $45.10万 | 0.27% | 2,323 | 415 | 21.8% | $8.06万 | 加仓 |
| — | HONEYWELL INTL INC | $48.26万 | 0.29% | 2,135 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $48.43万 | 0.29% | 3,761 | 70 | 1.9% | $9,015 | 加仓 |
| RTX | RTX CORPORATION | $49.98万 | 0.30% | 2,591 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.94万 | 0.31% | 1,740 | -125 | -6.7% | -$3.66万 | 减仓 |
| IVV | ISHARES TR | $51.54万 | 0.31% | 789 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $51.82万 | 0.31% | 867 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $53.81万 | 0.33% | 15,056 | -150 | -1.0% | -$5,361 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $54.73万 | 0.33% | 5,563 | 1,460 | 35.6% | $14.36万 | 加仓 |
| DHR | DANAHER CORP DEL | $55.46万 | 0.34% | 2,925 | -22 | -0.7% | -$4,171 | 减仓 |
| PAYX | PAYCHEX INC | $57.18万 | 0.35% | 6,207 | -74 | -1.2% | -$6,817 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.59万 | 0.35% | 2,356 | -175 | -6.9% | -$4.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.14万 | 0.36% | 1,648 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $59.30万 | 0.36% | 1,962 | 12 | 0.6% | $3,627 | 加仓 |
| GLW | CORNING INC | $62.10万 | 0.38% | 4,567 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $63.37万 | 0.38% | 2,209 | -16 | -0.7% | -$4,590 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.87万 | 0.39% | 641 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $65.50万 | 0.40% | 3,639 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $69.95万 | 0.42% | 4,011 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $70.47万 | 0.43% | 5,376 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $73.84万 | 0.45% | 6,909 | -340 | -4.7% | -$3.63万 | 减仓 |
| SDY | SPDR SERIES TRUST | $78.92万 | 0.48% | 5,408 | -210 | -3.7% | -$3.06万 | 减仓 |
| CSX | CSX CORP | $79.11万 | 0.48% | 19,272 | -1,000 | -4.9% | -$4.11万 | 减仓 |
| MCD | MCDONALDS CORP | $79.55万 | 0.48% | 2,560 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $80.32万 | 0.49% | 2,255 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $81.62万 | 0.49% | 3,435 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $82.48万 | 0.50% | 4,465 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $84.19万 | 0.51% | 16,771 | 445 | 2.7% | $2.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.98万 | 0.53% | 1,040 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $96.46万 | 0.58% | 1,105 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $104.40万 | 0.63% | 7,137 | 25 | 0.4% | $3,657 | 加仓 |
| NFLX | NETFLIX INC. | $107.93万 | 0.65% | 11,225 | 1,105 | 10.9% | $10.62万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $116.14万 | 0.70% | 1,883 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $121.64万 | 0.74% | 4,287 | -155 | -3.5% | -$4.40万 | 减仓 |
| — | EXXON MOBIL CORP | $122.35万 | 0.74% | 7,211 | 65 | 0.9% | $1.10万 | 加仓 |
| IVW | ISHARES TR | $122.79万 | 0.74% | 10,856 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $123.31万 | 0.75% | 4,192 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $125.26万 | 0.76% | 1,768 | 15 | 0.9% | $1.06万 | 加仓 |
| AMZN | AMAZON COM INC | $130.69万 | 0.79% | 6,275 | 75 | 1.2% | $1.56万 | 加仓 |
| PEP | PEPSICO INC | $131.39万 | 0.80% | 8,461 | -300 | -3.4% | -$4.66万 | 减仓 |
| TFC | TRUIST FINL CORP | $143.75万 | 0.87% | 31,270 | -1,618 | -4.9% | -$7.44万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $143.80万 | 0.87% | 22,256 | -431 | -1.9% | -$2.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $151.91万 | 0.92% | 2,632 | -76 | -2.8% | -$4.39万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $160.79万 | 0.97% | 4,916 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $161.53万 | 0.98% | 55,718 | 2,328 | 4.4% | $6.75万 | 加仓 |
| LOW | LOWES COS INC | $163.48万 | 0.99% | 6,919 | -1,028 | -12.9% | -$24.29万 | 减仓 |
| FISV | FISERV INC | $170.13万 | 1.03% | 30,490 | 2,644 | 9.5% | $14.75万 | 加仓 |
| BX | BLACKSTONE INC | $184.23万 | 1.12% | 16,021 | 326 | 2.1% | $3.75万 | 加仓 |
| IVE | ISHARES TR | $185.43万 | 1.12% | 8,782 | 45 | 0.5% | $9,502 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $192.18万 | 1.16% | 2,955 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $198.18万 | 1.20% | 3,279 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $214.41万 | 1.30% | 2,395 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $216.17万 | 1.31% | 18,250 | -1,467 | -7.4% | -$17.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $275.48万 | 1.67% | 7,442 | -38 | -0.5% | -$1.41万 | 减仓 |
| ORCL | ORACLE CORP | $287.00万 | 1.74% | 19,509 | 61 | 0.3% | $8,974 | 加仓 |
| IJH | ISHARES TR | $288.85万 | 1.75% | 42,773 | 169 | 0.4% | $1.14万 | 加仓 |
| HD | HOME DEPOT INC | $295.77万 | 1.79% | 8,993 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $304.38万 | 1.84% | 15,514 | -128 | -0.8% | -$2.51万 | 减仓 |
| LLY | ELI LILLY & CO | $320.54万 | 1.94% | 3,485 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $367.63万 | 2.23% | 77,609 | 3,097 | 4.2% | $14.67万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $388.71万 | 2.36% | 78,526 | 3,371 | 4.5% | $16.69万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $399.06万 | 2.42% | 115,973 | 4,614 | 4.1% | $15.88万 | 加仓 |
| DIVB | ISHARES TR | $415.36万 | 2.52% | 76,990 | 2,725 | 3.7% | $14.70万 | 加仓 |
| DVY | ISHARES TR | $440.14万 | 2.67% | 29,069 | 932 | 3.3% | $14.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.76万 | 2.71% | 9,323 | -250 | -2.6% | -$11.98万 | 减仓 |
| IJT | ISHARES TR | $484.40万 | 2.94% | 33,474 | 15,835 | 89.8% | $229.15万 | 加仓 |