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SFG Wealth Management, LLC. · 13F 持仓分析
期权收益计算器 机构排行

SFG Wealth Management, LLC.

No.6023 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.78亿
环比变动 Q1 2026
+$3,516.0万+14.5%
持仓股票数
113
新买入
25
加仓
36
减仓
42
清仓
12
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
16.64%14.95%$4,628.1万52.7万股$3,632.2万47.5万股+5.2万股+10.98%加仓
MMFS ACTIVE EXCHANGE TRADED FMFSV
11.3%10.27%$3,141.3万110.0万股$2,495.5万93.4万股+16.6万股+17.77%加仓
SSPDR标普500 ETFSPY
11.05%12.16%$3,073.9万4.1万股$2,953.2万4.5万股-4,247股-9.35%减仓
AAvantis·U SAVUV
6.91%6.77%$1,921.8万15.4万股$1,644.0万14.9万股+5,225股+3.51%加仓
S道富MDYG
6.72%6.49%$1,868.0万16.7万股$1,576.8万16.4万股+2,336股+1.42%加仓
SSPDR道富系列信托SPTM
2.72%2.81%$756.4万8.3万股$681.5万8.6万股-2,892股-3.35%减仓
A美国世纪ETF信托AVUS
2.37%2.43%$657.9万5.1万股$591.1万5.3万股-1,801股-3.39%减仓
VVANECK MERK GOLD TRUSTOUNZ
2.16%4.69%$601.6万15.6万股$1,138.4万25.3万股-9.7万股-38.31%减仓
SSPDR道富系列信托XNTK
1.84%1.3%$511.6万1.3万股$314.7万1.2万股+769股+6.24%加仓
PPIMCO太平洋投资管理ETFMINT
1.55%1.56%$430.0万4.3万股$378.7万3.8万股+4,997股+13.27%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
1.38%1.89%$384.4万13.1万股$458.7万14.8万股-1.7万股-11.42%减仓
PPIMCO太平洋投资管理ETFBILZ
1.34%1.46%$373.4万3.7万股$354.2万3.5万股+1,919股+5.47%加仓
F第一信托交易所交易基金RDVY
1.26%1.26%$350.0万4.3万股$306.2万4.5万股-1,668股-3.72%减仓
IiShares安硕信托ITOT
1.26%1.28%$349.7万2.1万股$310.0万2.2万股-478股-2.20%减仓
美光科技MU
1.25%0.42%$346.3万3,000股$101.4万3,000股00.00%持仓不变
AAMERICAN BEACON SELECT FUNDSMGNR
0.99%1.15%$274.6万5.7万股$278.4万5.4万股+2,594股+4.81%加仓
AAB DISRUPTORS ETFFWD
0.92%$256.8万1.7万股$00股+1.7万股新买入
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.92%1.05%$254.6万3.1万股$255.3万3.1万股+99股+0.32%加仓
苹果AAPL
0.91%0.92%$253.3万8,755股$224.6万8,849股-94股-1.06%减仓
派克汉尼汾PH
0.88%0.92%$244.5万2,500股$223.8万2,500股00.00%持仓不变
英伟达NVDA
0.78%0.81%$215.8万1.1万股$196.3万1.1万股-471股-4.19%减仓
沃尔玛WMT
0.77%0.97%$213.7万1.9万股$236.0万1.9万股-122股-0.64%减仓
WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE
0.73%0.86%$201.7万3.3万股$209.1万3.3万股-225股-0.68%减仓
C资本集团全球股票CGGE
0.72%0.72%$200.1万5.7万股$174.6万5.7万股-445股-0.78%减仓
I景顺QQQ信托VOO
0.7%0.57%$193.6万2,629股$137.4万2,380股+249股+10.46%加仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.65%0.55%$181.8万1.5万股$133.6万1.4万股+1,117股+8.17%加仓
PPIMCO EQUITY SERMFUS
0.62%$171.0万2.5万股$00股+2.5万股新买入
VVanEck ETF信托GDX
0.59%0.99%$164.3万2.2万股$240.1万2.6万股-4,392股-16.79%减仓
SSPDR道富系列信托SPYG
0.54%0.45%$150.7万1.3万股$110.1万1.1万股+1,416股+12.59%加仓
PPIMCO太平洋投资管理ETFPYLD
0.54%0.09%$150.0万5.7万股$21.9万8,373股+4.8万股+575.43%加仓
亚马逊AMZN
0.53%0.55%$147.9万6,205股$133.4万6,404股-199股-3.11%减仓
SSIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETFSPBC
0.5%0.51%$138.9万2.9万股$123.2万3.0万股-191股-0.64%减仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.49%0.55%$135.1万5.4万股$132.9万5.4万股+62股+0.12%加仓
S道富SPSM
0.46%0.43%$128.7万2.2万股$105.5万2.2万股+474股+2.17%加仓
JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF
0.46%0.47%$127.4万1.6万股$113.9万1.6万股00.00%持仓不变
F第一信托交易所交易基金SDVY
0.45%0.43%$124.5万2.9万股$105.7万2.7万股+2,076股+7.75%加仓
微软MSFT
0.44%0.51%$123.4万3,307股$125.0万3,378股-71股-2.10%减仓
VVanEck Russia ETFBBH
0.44%0.61%$122.3万1.4万股$148.6万1.7万股-3,068股-18.17%减仓
V先锋领航指数基金VOO
0.43%0.48%$118.7万1,729股$116.2万1,944股-215股-11.06%减仓
SSPDR道富指数基金SPDW
0.42%0.15%$117.2万2.3万股$36.6万8,019股+1.5万股+190.04%加仓
S道富SPMD
0.4%0.16%$112.3万1.7万股$38.5万6,510股+1.0万股+155.28%加仓
G通用动力VTI
0.4%0.48%$111.2万3,006股$117.3万3,657股-651股-17.80%减仓
KKRANESHARES TRUSTAGIX
0.39%$109.0万2.3万股$00股+2.3万股新买入
KKRANESHARES TRUSTKEMX
0.36%0.18%$99.1万1.9万股$42.9万1.1万股+8,292股+78.32%加仓
AAMEREN COMDHS
0.34%$93.5万8,226股$00股+8,226股新买入
A美国世纪ETF信托AVLV
0.33%$93.0万1.0万股$00股+1.0万股新买入
PPIMCO ETF TR Short Term Mun BD Active ETFSMMU
0.33%$92.9万1.8万股$00股+1.8万股新买入
IiShares安硕·RUSSELLIWF
0.32%0.39%$89.2万7,186股$95.5万2,240股+4,946股+220.80%加仓
伯克希尔哈撒韦BRK.B
0.32%0.35%$88.3万1,764股$84.5万1,764股00.00%持仓不变
F第一信托·USTCIBR
0.31%0.25%$86.7万9,647股$61.0万9,733股-86股-0.88%减仓

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