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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 63
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
SCHQ
SCHWAB STRATEGIC TR
+$21.3M
673,501
减持
ATO
ATMOS ENERGY CORP
-$13.4M
1,085,637
-2%
增持
AAPL
APPLE INC
-$2.6M
227,099
+6%
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。
增持
COWZ
PACER FDS TR
+$2.5M
803,653
+3%
增持
IVV
ISHARES TR
+$1.9M
247,373
+6%
增持
QUS
SPDR SER TR
+$1.8M
490,363
+5%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.7M
0
-100%
增持
MOAT
VANECK ETF TRUST
-$1.6M
589,492
+1%
增持
RTX
RTX CORPORATION
-$1.6M
68,755
+3%
减持
HD
HOME DEPOT INC
-$1.4M
5,252
-46%
增持
MSFT
MICROSOFT CORP
-$1.4M
67,677
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
22,773
-8%
减持
IEI
ISHARES TR
-$988.9K
46,115
-14%
增持
COP
CONOCOPHILLIPS
+$878.6K
46,967
+2%
增持
CSX
CSX CORP
-$840.3K
293,883
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$823.8K
1,695,654
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$726.9K
103,498
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$721.4K
6,739
-23%
减持
GOOG
ALPHABET INC
+$617.4K
70,591
-2%
增持
TSLA
TESLA INC
+$597.1K
12,010
+31%
增持
—
STELLANTIS N.V
+$574.9K
233,403
+5%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$544.5K
19,895
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$534.8K
56,880
+132%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$510.7K
187,025
+9%
增持
HON
HONEYWELL INTL INC
-$505.4K
23,645
+1%
增持
ARCC
ARES CAPITAL CORP
+$503.7K
388,032
+3%
增持
TXN
TEXAS INSTRS INC
+$492.7K
8,508
+78%
减持
VNLA
JANUS DETROIT STR TR
-$465.6K
10,563
-48%
增持
CMCSA
COMCAST CORP NEW
+$435.9K
98,441
+4%
增持
FSK
FS KKR CAP CORP
+$417.4K
330,363
+4%
减持
JNJ
JOHNSON & JOHNSON
-$407.2K
14,272
-10%
增持
—
PHYSICIANS RLTY TR
-$398.6K
295,423
+3%
增持
GXDW
GLOBAL X FDS
-$395.6K
186,852
+4%
建仓
CME
CME GROUP INC
+$377.3K
1,885
增持
MRK
MERCK & CO INC
-$358.5K
30,007
+0%
减持
PEP
PEPSICO INC
-$355.4K
14,093
-5%
增持
NVDA
NVIDIA CORPORATION
+$346.9K
14,234
+3%
建仓
VTV
VANGUARD INDEX FDS
+$341.4K
2,475
增持
CSCO
CISCO SYS INC
+$321.4K
90,670
+3%
减持
LOW
LOWES COS INC
-$313.6K
5,653
-14%
增持
PAGP
PLAINS GP HLDGS L P
+$298.4K
40,249
+70%
减持
BALT
INNOVATOR ETFS TR
-$266.6K
66,712
-12%
减持
BND
VANGUARD BD INDEX FDS
-$265.7K
10,966
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
-$265.1K
127,984
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
-$262.4K
24,113
+0%
增持
CVX
CHEVRON CORP NEW
+$261.6K
19,809
+1%
增持
WMT
WALMART INC
+$260.7K
39,385
+3%
建仓
TRGP
TARGA RES CORP
+$259.8K
3,031
建仓
ABNB
AIRBNB INC
+$254.4K
1,854
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$253.6K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$246.7K
6,036
清仓
GILD
GILEAD SCIENCES INC
-$242.4K
0
-100%
清仓
DOW
DOW INC
-$242.1K
0
-100%
清仓
IJR
ISHARES TR
-$240.9K
0
-100%
减持
MCD
MCDONALDS CORP
-$237.9K
4,476
-6%
建仓
SLB
SCHLUMBERGER LTD
+$236.9K
4,063
增持
GSLC
GOLDMAN SACHS ETF TR
-$235.6K
806,562
+3%
清仓
GLW
CORNING INC
-$233.4K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$229.8K
7,805
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$229.8K
126
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$227.6K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$227.5K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$227.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$226.4K
16,218
+4%
清仓
TGT
TARGET CORP
-$224.9K
0
-100%
增持
LLY
ELI LILLY & CO
+$221.9K
3,036
+1%
清仓
DVY
ISHARES TR
-$221.3K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$218.0K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$214.7K
5,016
清仓
NDAQ
NASDAQ INC
-$212.1K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$210.1K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$208.6K
0
-100%
清仓
QCOM
QUALCOMM INC
-$207.5K
0
-100%
减持
PNOV
INNOVATOR ETFS TR
-$206.9K
59,888
-7%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$205.8K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$203.7K
0
-100%
清仓
—
EPR PPTYS
-$203.3K
0
-100%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
-$203.1K
14,669
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$202.1K
32,680
-0%
增持
AMAT
APPLIED MATLS INC
-$202.0K
55,630
+2%
减持
PG
PROCTER AND GAMBLE CO
-$199.9K
7,923
-11%
减持
AMZN
AMAZON COM INC
-$199.7K
115,907
-12%
减持
GOOGL
ALPHABET INC
+$199.2K
20,671
-1%
减持
DIVO
AMPLIFY ETF TR
-$199.2K
47,966
-7%
清仓
BSM
BLACK STONE MINERALS L P
-$194.7K
0
-100%
减持
J
JACOBS SOLUTIONS INC
+$192.1K
11,058
-0%
增持
CBRE
CBRE GROUP INC
-$177.8K
45,753
+4%
增持
APO
APOLLO GLOBAL MGMT INC
+$176.8K
7,532
+16%
增持
MPC
MARATHON PETE CORP
+$168.4K
3,425
+14%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$163.5K
15,680
减持
XLV
SELECT SECTOR SPDR TR
-$162.2K
23,145
-2%
减持
BX
BLACKSTONE INC
+$161.8K
18,954
-6%
减持
DRI
DARDEN RESTAURANTS INC
-$161.0K
6,660
-0%
增持
—
MEDTRONIC PLC
-$158.4K
42,060
+7%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$157.8K
16,526
减持
SCHX
SCHWAB STRATEGIC TR
-$156.2K
73,167
-1%
减持
—
LABORATORY CORP AMER HLDGS
-$153.0K
2,420
-9%
减持
AVGO
BROADCOM INC
-$152.9K
1,183
-10%
增持
ABBV
ABBVIE INC
+$147.1K
7,941
+3%
减持
UNP
UNION PAC CORP
-$145.2K
2,558
-21%
增持
ET
ENERGY TRANSFER L P
+$143.3K
26,250
+48%
减持
OMC
OMNICOM GROUP INC
-$141.3K
2,979
-22%
减持
ITOT
ISHARES TR
-$139.7K
7,090
-14%
建仓
XMYDX
BLACKROCK MUNIYIELD FD INC
+$139.7K
15,213
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$139.1K
13,715
增持
BLOK
AMPLIFY ETF TR
-$136.1K
61,138
+3%
减持
QQQ
INVESCO QQQ TR
-$134.8K
10,815
-0%
增持
—
PIONEER NAT RES CO
+$132.3K
2,307
+20%
减持
ROK
ROCKWELL AUTOMATION INC
-$130.8K
975
-22%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$130.0K
13,431
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$129.2K
12,732
增持
AMGN
AMGEN INC
+$129.1K
2,544
+2%
建仓
XMVFX
BLACKROCK MUNIVEST FD INC
+$125.8K
20,753
建仓
—
BLACKROCK MUNIHOLDINGS QUALI
+$125.7K
14,312
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$124.7K
12,093
增持
MTDR
MATADOR RES CO
+$116.2K
6,000
+30%
增持
SBUX
STARBUCKS CORP
-$115.5K
35,928
+5%
增持
OKE
ONEOK INC NEW
+$115.1K
7,016
+31%
增持
GLD
SPDR GOLD TR
-$112.6K
17,217
+0%
增持
ORCL
ORACLE CORP
+$112.5K
3,546
+61%
增持
SCHW
SCHWAB CHARLES CORP
+$110.7K
53,468
+7%
减持
BA
BOEING CO
-$107.6K
2,888
-8%
减持
ITA
ISHARES TR
-$106.9K
4,988
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$101.1K
806
-14%
减持
ABT
ABBOTT LABS
-$100.2K
5,929
-4%
减持
IEFA
ISHARES TR
-$93.7K
3,960
-23%
减持
CLX
CLOROX CO DEL
-$93.7K
3,149
-1%
增持
CRM
SALESFORCE INC
+$92.2K
18,306
+7%
增持
WMB
WILLIAMS COS INC
+$86.6K
16,015
+15%
增持
—
EATON CORP PLC
+$86.4K
5,222
+2%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DI
-$85.2K
0
-100%
减持
SSUS
STRATEGY SHS
-$83.2K
41,410
-2%
减持
KO
COCA COLA CO
-$81.4K
13,915
-3%
增持
IRT
INDEPENDENCE RLTY TR INC
-$81.3K
19,936
+0%
增持
SO
SOUTHERN CO
+$80.5K
6,289
+35%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$78.3K
23,470
-1%
减持
PFE
PFIZER INC
-$77.5K
13,108
-6%
增持
GRNT
GRANITE RIDGE RESOURCES INC
-$76.0K
184,454
+2%
增持
GIS
GENERAL MLS INC
-$74.4K
6,989
+3%
减持
DVN
DEVON ENERGY CORP NEW
-$73.1K
48,123
-2%
减持
COST
COSTCO WHSL CORP NEW
+$73.0K
3,374
-1%
增持
—
TRANE TECHNOLOGIES PLC
+$72.4K
2,408
+11%
增持
—
ASML HOLDING N V
-$68.0K
510
+0%
增持
MO
ALTRIA GROUP INC
+$64.7K
8,615
+31%
减持
SPGI
S&P GLOBAL INC
-$62.1K
575
-15%
增持
UPS
UNITED PARCEL SERVICE INC
-$59.8K
2,590
+0%
增持
PLBY
PLBY GROUP INC
-$58.2K
200,000
+54%
增持
NFLX
NETFLIX INC
-$53.0K
2,101
+9%
增持
MLM
MARTIN MARIETTA MATLS INC
-$51.9K
1,023
+0%
增持
DKS
DICKS SPORTING GOODS INC
-$51.1K
2,177
+0%
