13FBOX
LMG Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

LMG Wealth Partners, LLC

No.3696
最新持仓市值 (Q2 2026)
$6.26亿
环比变动 Q1 2026
+$7,706.0万+14.0%
持仓股票数
166
新买入
16
加仓
88
减仓
31
清仓
4
持股不变
31
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
IiShares安硕信托IVW
7.31%6.84%$4,577.2万33.3万股$3,753.3万33.2万股+988股+0.30%加仓
苹果AAPL
3%3.04%$1,879.2万6.5万股$1,670.7万6.6万股-884股-1.34%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
2.99%2.7%$1,871.3万4.8万股$1,483.2万4.7万股+238股+0.50%加仓
V先锋领航·SMALLVBR
2.96%2.99%$1,849.3万7.6万股$1,642.4万7.6万股+509股+0.67%加仓
沃尔玛WMT
2.87%3.61%$1,797.7万15.9万股$1,980.2万15.9万股-613股-0.38%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
2.39%2.25%$1,496.5万10.2万股$1,235.7万9.6万股+5,764股+5.98%加仓
IiShares安硕信托AGG
2.16%2.28%$1,349.5万13.6万股$1,251.4万12.6万股+1.0万股+8.15%加仓
SSPDR标普500 ETFSPY
2.14%2.12%$1,338.5万1.8万股$1,165.0万1.8万股+10股+0.06%加仓
微软MSFT
2.12%2.43%$1,326.4万3.6万股$1,330.9万3.6万股-395股-1.10%减仓
雪佛龙CVX
1.95%2.75%$1,220.0万7.4万股$1,507.4万7.3万股+740股+1.02%加仓
雷神技术RTX
1.9%2.19%$1,190.0万6.3万股$1,201.2万6.2万股+451股+0.72%加仓
FFranklin Templeton ETF TrustDIVI
1.86%1.97%$1,161.1万27.2万股$1,079.6万27.1万股+598股+0.22%加仓
卡地纳健康CAH
1.85%1.86%$1,156.2万4.9万股$1,020.3万4.8万股+383股+0.79%加仓
IiShares安硕·S&PIVE
1.82%1.85%$1,138.7万5.0万股$1,013.0万4.8万股+2,178股+4.54%加仓
卡特彼勒CAT
1.66%1.25%$1,040.1万9,767股$684.6万9,663股+104股+1.08%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.66%1.58%$1,037.2万6.1万股$864.8万6.0万股+1,332股+2.23%加仓
PProShares信托NOBL
1.48%1.52%$926.0万16.5万股$834.3万7.9万股+8.6万股+109.51%加仓
亚马逊AMZN
1.45%1.44%$910.4万3.8万股$792.1万3.8万股+167股+0.44%加仓
IiShares安硕信托IJJ
1.45%1.52%$904.5万6.1万股$831.8万6.3万股-1,554股-2.48%减仓
V先锋领航·S&PIVOG
1.43%1.34%$893.9万5.8万股$736.9万5.9万股-943股-1.59%减仓
埃克森美孚XOM
1.32%1.89%$828.1万6.1万股$1,039.2万6.1万股-682股-1.11%减仓
美国合众银行USB
1.31%1.25%$819.0万13.6万股$685.3万13.2万股+3,839股+2.91%加仓
保德信金融PRU
1.28%1.3%$802.7万7.4万股$716.1万7.3万股+1,071股+1.46%加仓
艾默生电气EMR
1.2%1.23%$748.3万5.2万股$672.4万5.1万股+950股+1.85%加仓
美光科技MU
1.18%0.53%$737.4万6,388股$292.3万8,652股-2,264股-26.17%减仓
IiShares安硕信托DVY
1.17%1.15%$729.6万4.7万股$630.7万4.2万股+5,024股+12.06%加仓
强生JNJ
1.16%1.28%$728.5万2.9万股$700.6万2.9万股+24股+0.08%加仓
天弘CLS
1.13%1.31%$707.8万1.9万股$716.5万2.5万股-6,034股-23.72%减仓
特斯拉TSLA
1.12%0.95%$699.0万1.7万股$523.3万1.4万股+2,540股+18.04%加仓
SSTERLING INFRASTRUCTURESTRL
1.11%0.82%$696.8万8,302股$452.7万1.1万股-2,813股-25.31%减仓
伯克希尔哈撒韦BRK.B
1.08%1.18%$678.9万1.4万股$645.1万1.3万股+104股+0.77%加仓
V先锋领航指数基金VNQ
1.08%1.07%$673.8万7.0万股$588.9万6.6万股+3,486股+5.25%加仓
AFLAC COMAFL
1.03%1.05%$642.0万5.5万股$577.0万5.3万股+2,158股+4.10%加仓
雷蒙德詹姆斯RJF
0.99%1.08%$621.9万4.1万股$592.0万4.1万股+22股+0.05%加仓
艾伯维ABBV
0.97%0.91%$605.9万2.4万股$497.1万2.3万股+1,223股+5.35%加仓
V先锋领航全球基金VFH
0.92%0.9%$574.2万4.4万股$493.5万4.1万股+2,783股+6.81%加仓
麦当劳MCD
0.88%1.06%$549.1万2.0万股$581.4万1.9万股+1,607股+8.59%加仓
联邦快递FDX
0.86%1.12%$540.7万1.7万股$616.8万1.7万股-52股-0.30%减仓
V先锋领航·TOTALBNDX
0.86%0.86%$538.4万11.1万股$471.1万9.8万股+1.3万股+13.37%加仓
CHUBB LIMITEDCB
0.85%0.89%$534.8万1.6万股$489.2万1.5万股+687股+4.58%加仓
REALTY INCOME COMO
0.84%0.89%$527.7万8.5万股$488.0万8.0万股+5,403股+6.77%加仓
LOWES COS COMLOW
0.84%0.94%$523.0万2.4万股$514.9万2.2万股+1,928股+8.85%加仓
SYSCO COMSYY
0.8%0.73%$502.4万6.0万股$401.8万5.6万股+3,785股+6.72%加仓
好事达ALL
0.79%0.82%$497.2万2.1万股$451.7万2.2万股-892股-4.09%减仓
百事可乐PEP
0.79%1%$497.0万3.7万股$550.1万3.5万股+1,288股+3.64%加仓
AAlphabet Inc Class CGOOG
0.79%0.7%$493.3万1.4万股$385.8万1.3万股+513股+3.81%加仓
IiShares安硕EEMV
0.74%0.76%$464.3万6.2万股$414.8万6.4万股-2,407股-3.76%减仓
思科CSCO
0.72%0.55%$449.0万3.8万股$300.2万3.9万股-463股-1.20%减仓
ARCHER DANIELS MIDLAND COMADM
0.71%0.76%$447.2万5.9万股$419.5万5.8万股+825股+1.43%加仓
ADPADP
0.71%0.66%$442.8万2.0万股$363.0万1.8万股+1,906股+10.67%加仓

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