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SFMG, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SFMG, LLC
报告期 2026-03-31 · CIK 0001512026
持仓数
327
前50大市值合计
$1.27B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 66
减持 46
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$40.3M
594,716
+2508%
减持
IEI
ISHARES TR
-$22.9M
597,354
-22%
增持
IVV
ISHARES TR
+$16.1M
85,491
+123%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ATO
ATMOS ENERGY CORP
-$15.6M
1,168,518
-0%
增持
COWZ
PACER FDS TR
+$14.4M
742,159
+82%
减持
DIVB
ISHARES TR
-$13.9M
40,196
-90%
减持
MOAT
VANECK ETF TRUST
-$2.8M
583,084
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.8M
1,657,956
+1%
建仓
VNLA
JANUS DETROIT STR TR
+$2.4M
50,354
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.4M
105,407
+97%
增持
GSLC
GOLDMAN SACHS ETF TR
-$2.2M
774,731
+1%
增持
MSFT
MICROSOFT CORP
-$2.0M
72,018
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
138,986
+5%
清仓
—
STORE CAP CORP
-$1.7M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.6M
20,953
+75%
增持
COP
CONOCOPHILLIPS
+$1.4M
46,893
+5%
清仓
—
JACOBS ENGR GROUP INC
-$1.4M
0
-100%
增持
IGV
ISHARES TR
-$1.3M
101,024
+5%
减持
T
AT&T INC
-$1.2M
185,539
-2%
建仓
J
JACOBS SOLUTIONS INC
+$1.2M
11,058
增持
QUS
SPDR SER TR
-$1.1M
444,206
+4%
减持
—
EXXON MOBIL CORP
-$952.0K
15,960
-46%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$874.0K
59,729
-22%
减持
NVDA
NVIDIA CORPORATION
-$872.0K
17,181
-9%
增持
CMCSA
COMCAST CORP NEW
-$760.0K
96,022
+7%
增持
SBUX
STARBUCKS CORP
+$716.0K
32,242
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$699.0K
104,732
+1%
减持
GLD
SPDR GOLD TR
-$687.0K
23,061
-9%
增持
AMAT
APPLIED MATLS INC
-$599.0K
55,301
+5%
增持
TSLA
TESLA INC
+$585.0K
8,715
+349%
增持
GOOG
ALPHABET INC
-$575.0K
56,717
+1917%
增持
CSX
CSX CORP
-$574.0K
303,198
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$563.0K
60,895
+4%
增持
—
PHYSICIANS RLTY TR
-$552.0K
295,094
+12%
增持
AMZN
AMAZON COM INC
+$526.0K
106,835
+2%
增持
FDX
FEDEX CORP
-$518.0K
7,123
+0%
增持
—
CROSSFIRST BANKSHARES INC
+$510.0K
94,791
+72%
减持
META
META PLATFORMS INC
-$502.0K
8,944
-12%
减持
QQQ
INVESCO QQQ TR
-$501.0K
10,962
-9%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
-$492.0K
24,037
-27%
增持
WMT
WALMART INC
+$449.0K
40,101
+1%
清仓
GILD
GILEAD SCIENCES INC
-$444.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$429.0K
20,179
-0%
清仓
FHN
FIRST HORIZON CORPORATION
-$419.0K
0
-100%
增持
BTI
BRITISH AMERN TOB PLC
-$389.0K
64,514
+1%
减持
DELL
DELL TECHNOLOGIES INC
-$376.0K
29,694
-0%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$363.0K
24,378
-0%
增持
GXDW
GLOBAL X FDS
-$356.0K
168,547
+5%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$328.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$322.0K
28,703
+18%
清仓
TRP
TC ENERGY CORP
-$308.0K
0
-100%
减持
AAPL
APPLE INC
+$280.0K
205,439
-0%
减持
—
LABORATORY CORP AMER HLDGS
-$277.0K
3,759
-16%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$275.0K
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$272.0K
93,182
+27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$268.0K
35,990
+0%
增持
ARCC
ARES CAPITAL CORP
+$256.0K
373,952
+8%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$255.0K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$252.0K
12,197
+13%
减持
KMB
KIMBERLY-CLARK CORP
-$251.0K
5,765
-14%
建仓
MTDR
MATADOR RES CO
+$247.0K
4,000
清仓
BIO
BIO RAD LABS INC
-$245.0K
0
-100%
清仓
SLNG
STABILIS SOLUTIONS INC
-$237.0K
0
-100%
清仓
BCE
BCE INC
-$236.0K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$232.0K
3,695
增持
ABBV
ABBVIE INC
-$230.0K
18,775
+1%
减持
DLR
DIGITAL RLTY TR INC
-$227.0K
4,131
-10%
建仓
CTRA
COTERRA ENERGY INC
+$227.0K
7,629
建仓
ROK
ROCKWELL AUTOMATION INC
+$220.0K
975
减持
PFXF
VANECK ETF TRUST
-$220.0K
14,786
-43%
清仓
D
DOMINION ENERGY INC
-$218.0K
0
-100%
清仓
GLW
CORNING INC
-$215.0K
0
-100%
清仓
—
EPR PPTYS
-$215.0K
0
-100%
清仓
IJR
ISHARES TR
-$213.0K
0
-100%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$212.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$212.0K
0
-100%
清仓
—
UNILEVER PLC
-$210.0K
0
-100%
清仓
—
TRINSEO PLC
-$210.0K
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$209.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$208.0K
4,496
+23%
建仓
SBR
SABINE RTY TR
+$208.0K
2,500
减持
MCD
MCDONALDS CORP
-$208.0K
4,108
-14%
清仓
VOD
VODAFONE GROUP PLC NEW
-$207.0K
0
-100%
减持
PFE
PFIZER INC
-$206.0K
18,676
-1%
清仓
WDC
WESTERN DIGITAL CORP.
-$206.0K
0
-100%
清仓
OKE
ONEOK INC NEW
-$205.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$204.0K
0
-100%
建仓
TRGP
TARGA RES CORP
+$203.0K
3,130
建仓
ETSY
ETSY INC
+$202.0K
1,899
清仓
EEM
ISHARES TR
-$201.0K
0
-100%
清仓
IOO
ISHARES TR
-$201.0K
0
-100%
清仓
IYC
ISHARES TR
-$201.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$198.0K
28,894
-0%
增持
JNJ
JOHNSON & JOHNSON
-$196.0K
15,535
+1%
减持
IP
INTERNATIONAL PAPER CO
-$189.0K
17,880
-1%
增持
PG
PROCTER AND GAMBLE CO
-$174.0K
10,495
+2%
增持
FSK
FS KKR CAP CORP
-$169.0K
229,306
+6%
减持
ORCL
ORACLE CORP
-$160.0K
25,942
-0%
增持
—
CBTX INC
+$160.0K
33,278
+17%
增持
BLOK
AMPLIFY ETF TR
+$159.0K
51,006
+19%
减持
—
VMWARE INC
-$153.0K
17,443
-1%
增持
LNG
CHENIERE ENERGY INC
+$152.0K
3,061
+9%
减持
SSUS
STRATEGY SHS
-$151.0K
49,382
-2%
增持
GOOGL
ALPHABET INC
-$150.0K
19,809
+1972%
增持
DE
DEERE & CO
+$142.0K
1,850
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$138.0K
5,907
+0%
减持
MMM
3M CO
-$136.0K
1,880
-29%
增持
CVS
CVS HEALTH CORP
+$136.0K
18,673
+15%
增持
NFLX
NETFLIX INC
+$133.0K
2,168
+10%
增持
SCHX
SCHWAB STRATEGIC TR
-$128.0K
77,400
+2%
增持
CSCO
CISCO SYS INC
-$126.0K
89,992
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
-$125.0K
22,084
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$121.0K
5,070
+14%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$119.0K
3,029
-20%
增持
HDV
ISHARES TR
+$117.0K
11,103
+21%
减持
LOW
LOWES COS INC
+$117.0K
6,378
-0%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$117.0K
4,325
-23%
增持
JPM
JPMORGAN CHASE & CO
-$112.0K
15,572
+2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$100.0K
4,773
-2%
增持
DRI
DARDEN RESTAURANTS INC
+$100.0K
4,923
+3%
减持
WBD
WARNER BROS DISCOVERY INC
-$99.0K
41,959
-4%
清仓
—
TASTEMAKER ACQUISITION CORP
-$99.0K
0
-100%
增持
KO
COCA COLA CO
-$97.0K
17,750
+4%
清仓
—
NEW YORK CMNTY BANCORP INC
-$97.0K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$92.0K
17,014
-1%
增持
KMI
KINDER MORGAN INC DEL
+$89.0K
97,570
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$86.0K
5,566
+14%
增持
—
EATON CORP PLC
+$84.0K
4,372
+9%
增持
—
PIONEER NAT RES CO
+$83.0K
2,429
+5%
增持
PAGP
PLAINS GP HLDGS L P
+$82.0K
23,629
+26%
减持
—
CANADIAN PAC RY LTD
-$81.0K
4,610
-17%
减持
UPS
UNITED PARCEL SERVICE INC
-$80.0K
3,351
-0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$79.0K
45,203
+15%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$78.0K
921
-1%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$78.0K
15,224
-7%
减持
TJX
TJX COS INC NEW
+$75.0K
10,420
-2%
增持
TGT
TARGET CORP
+$74.0K
2,419
+14%
增持
PYPL
PAYPAL HLDGS INC
+$71.0K
4,234
+4%
增持
HD
HOME DEPOT INC
+$68.0K
9,996
+0%
减持
MPC
MARATHON PETE CORP
+$68.0K
3,205
-2%
增持
PLBY
PLBY GROUP INC
+$66.0K
50,000
+150%
减持
DHI
D R HORTON INC
+$64.0K
15,461
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$63.0K
2,330
-12%
减持
VDC
VANGUARD WORLD FDS
-$61.0K
1,185
-18%
增持
AVGO
BROADCOM INC
+$60.0K
797
+37%
减持
LUV
SOUTHWEST AIRLS CO
-$60.0K
10,337
-3%
增持
—
ACCENTURE PLC IRELAND
-$59.0K
2,485
+2%
增持
CRM
SALESFORCE INC
+$59.0K
15,459
+19%
减持
XLI
SELECT SECTOR SPDR TR
-$57.0K
2,748
-17%
减持
SCHO
SCHWAB STRATEGIC TR
-$56.0K
9,363
-9%
