Taylor Financial Group, Inc.
Roanoke VA · SEC CIK 0002012516
$1.82亿2026Q2 申报市值
103持仓数
51.0%前十大占比 · 第一大 15.7%
5 / 2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
HONA 新建仓+$23.57万
CGBL 加仓+$21.89万
DIVB 加仓+$21.55万
DVY 加仓+$21.29万
VTI 新建仓+$21.09万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$281.26万
IVE 减仓-$34.01万
HON 减仓-$23.93万
SHEL 清仓-$21.43万
VBK 减仓-$20.81万
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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,304 | -100.0% | -$21.43万 | 清仓 |
| CADL | CANDEL THERAPEUTICS INC | $0 | 0.00% | 0 | -16,600 | -100.0% | -$8.13万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $2.68万 | 0.01% | 20,000 | 5,000 | 33.3% | $6,700 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $20.09万 | 0.11% | 975 | 975 | — | $20.09万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.99万 | 0.12% | 505 | 505 | — | $20.99万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.04万 | 0.12% | 2,034 | 2,034 | — | $21.04万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $21.09万 | 0.12% | 570 | 570 | — | $21.09万 | 新建仓 |
| KO | COCA COLA CO | $22.87万 | 0.13% | 2,814 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $23.57万 | 0.13% | 1,066 | 1,066 | — | $23.57万 | 新建仓 |
| HON | HONEYWELL INTL INC | $23.87万 | 0.13% | 1,066 | -1,069 | -50.1% | -$23.93万 | 减仓 |
| BAC | BANK OF AMER CORP | $24.86万 | 0.14% | 4,363 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.43万 | 0.14% | 2,009 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.53万 | 0.14% | 908 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.52万 | 0.15% | 702 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.24万 | 0.15% | 2,405 | -255 | -9.6% | -$2.89万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $27.39万 | 0.15% | 475 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $27.44万 | 0.15% | 1,088 | 0 | 0.0% | — | 重新持有 |
| ETN | EATON CORP PLC | $27.70万 | 0.15% | 650 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.76万 | 0.15% | 660 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $29.16万 | 0.16% | 5,379 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $31.93万 | 0.18% | 650 | -40 | -5.8% | -$1.96万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $33.04万 | 0.18% | 1,342 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $33.66万 | 0.18% | 3,066 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $34.57万 | 0.19% | 545 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $35.49万 | 0.20% | 14,740 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $37.37万 | 0.21% | 1,485 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $39.25万 | 0.22% | 4,433 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $39.60万 | 0.22% | 703 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $40.62万 | 0.22% | 3,443 | -235 | -6.4% | -$2.77万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.48万 | 0.23% | 1,415 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $42.36万 | 0.23% | 2,889 | 131 | 4.7% | $1.92万 | 加仓 |
| DIS | DISNEY WALT CO | $43.03万 | 0.24% | 4,471 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $43.12万 | 0.24% | 8,977 | 4 | 0.0% | $192 | 加仓 |
| GOOGL | ALPHABET INC | $43.74万 | 0.24% | 1,224 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $45.24万 | 0.25% | 6,288 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $46.72万 | 0.26% | 655 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $49.16万 | 0.27% | 2,591 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $50.94万 | 0.28% | 1,393 | -569 | -29.0% | -$20.81万 | 减仓 |
| DHR | DANAHER CORP DEL | $55.72万 | 0.31% | 2,925 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $59.09万 | 0.32% | 789 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $59.56万 | 0.33% | 867 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $59.84万 | 0.33% | 2,356 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $59.96万 | 0.33% | 641 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $61.03万 | 0.34% | 6,207 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $63.70万 | 0.35% | 15,056 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $67.29万 | 0.37% | 1,740 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $69.19万 | 0.38% | 2,560 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $69.24万 | 0.38% | 2,323 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $69.50万 | 0.38% | 3,761 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $69.82万 | 0.38% | 6,495 | 932 | 16.8% | $10.02万 | 加仓 |
| FDX | FEDEX CORP | $70.61万 | 0.39% | 2,255 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $71.01万 | 0.39% | 16,771 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $72.70万 | 0.40% | 5,314 | -62 | -1.2% | -$8,482 | 减仓 |
| SDY | SPDR SERIES TRUST | $76.59万 | 0.42% | 5,033 | -375 | -6.9% | -$5.71万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $76.75万 | 0.42% | 4,455 | -10 | -0.2% | -$1,723 | 减仓 |
| GOOG | ALPHABET INC | $78.05万 | 0.43% | 2,209 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $78.91万 | 0.43% | 6,506 | -403 | -5.8% | -$4.89万 | 减仓 |
| CSX | CSX CORP | $80.00万 | 0.44% | 16,832 | -2,440 | -12.7% | -$11.60万 | 减仓 |
| NFLX | NETFLIX INC. | $80.15万 | 0.44% | 11,225 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $80.26万 | 0.44% | 4,011 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $81.59万 | 0.45% | 1,648 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $83.27万 | 0.46% | 7,137 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $83.50万 | 0.46% | 3,639 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $90.55万 | 0.50% | 6,485 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $98.59万 | 0.54% | 7,211 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $105.18万 | 0.58% | 1,040 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $108.01万 | 0.59% | 3,565 | 130 | 3.8% | $3.94万 | 加仓 |
| PEP | PEPSICO INC | $112.61万 | 0.62% | 8,317 | -144 | -1.7% | -$1.95万 | 减仓 |
| T | AT&T INC | $115.34万 | 0.63% | 55,718 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $116.65万 | 0.64% | 4,567 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $129.82万 | 0.71% | 1,105 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $132.44万 | 0.73% | 1,883 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $137.22万 | 0.75% | 4,192 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $149.30万 | 0.82% | 10,856 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $149.55万 | 0.82% | 30,490 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $149.56万 | 0.82% | 6,275 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $152.16万 | 0.84% | 6,901 | -18 | -0.3% | -$3,969 | 减仓 |
| TFC | TRUIST FINL CORP | $155.79万 | 0.86% | 31,270 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $156.46万 | 0.86% | 4,187 | -100 | -2.3% | -$3.74万 | 减仓 |
| IVE | ISHARES TR | $165.39万 | 0.91% | 7,284 | -1,498 | -17.1% | -$34.01万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $167.05万 | 0.92% | 3,279 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $179.96万 | 0.99% | 4,856 | -60 | -1.2% | -$2.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $187.19万 | 1.03% | 2,542 | -90 | -3.4% | -$6.63万 | 减仓 |
| CAT | CATERPILLAR INC | $188.27万 | 1.03% | 1,768 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $188.52万 | 1.04% | 16,021 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $197.14万 | 1.08% | 21,616 | -640 | -2.9% | -$5.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $219.63万 | 1.21% | 2,941 | -14 | -0.5% | -$1.05万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $233.77万 | 1.28% | 2,390 | -5 | -0.2% | -$4,891 | 减仓 |
| IJS | ISHARES TR | $243.52万 | 1.34% | 17,817 | -433 | -2.4% | -$5.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $277.86万 | 1.53% | 7,449 | 7 | 0.1% | $2,611 | 加仓 |
| ORCL | ORACLE CORP | $284.97万 | 1.57% | 19,445 | -64 | -0.3% | -$9,379 | 减仓 |
| HD | HOME DEPOT INC | $312.51万 | 1.72% | 8,861 | -132 | -1.5% | -$4.66万 | 减仓 |
| IJH | ISHARES TR | $337.24万 | 1.85% | 43,735 | 962 | 2.2% | $7.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $340.04万 | 1.87% | 15,603 | 89 | 0.6% | $1.94万 | 加仓 |
| AOM | ISHARES TR | $404.64万 | 2.22% | 81,107 | 3,498 | 4.5% | $17.45万 | 加仓 |
| LLY | ELI LILLY & CO | $418.00万 | 2.30% | 3,485 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $431.55万 | 2.37% | 81,670 | 3,144 | 4.0% | $16.61万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $462.12万 | 2.54% | 121,739 | 5,766 | 5.0% | $21.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $466.51万 | 2.56% | 9,323 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $475.64万 | 2.61% | 30,431 | 1,362 | 4.7% | $21.29万 | 加仓 |