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LMG Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LMG Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001965772

持仓数

154

前50大市值合计

$425.5M

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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 90 项建仓 5增持 61减持 16清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

AGG ISHARES TR

+$3.3M

32,677

建仓

BNDX VANGUARD CHARLOTTE FDS

+$3.2M

65,712

清仓

PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF

-$2.5M

0 -100%

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。

清仓

BSM BLACK STONE MINERALS L P COM UNIT

-$2.5M

0 -100%

建仓

DIVI FRANKLIN TEMPLETON ETF TR

+$2.3M

80,884

增持

AAPL APPLE INC

+$2.2M

76,776 +0%

减持

MMM 3M CO

-$1.9M

24,585 -30%

增持

IVW ISHARES TR

+$1.8M

358,649 +2%

增持

PRU PRUDENTIAL FINL INC

-$1.6M

96,637 +1%

增持

ABNB AIRBNB INC

+$1.4M

14,936 +212%

增持

MSFT MICROSOFT CORP

+$1.3M

26,562 +1%

增持

RJF RAYMOND JAMES FINL INC

+$1.2M

39,867 +85%

增持

FDX FEDEX CORP

+$882.3K

19,218 +3%

增持

CVX CHEVRON CORP NEW

-$753.6K

55,129 +2%

增持

REGL PROSHARES TR

+$749.4K

20,863 +112%

减持

CAH CARDINAL HEALTH INC

-$628.7K

122,294 -5%

减持

MINT PIMCO ETF TR

-$587.2K

3,131 -65%

清仓

WDC WESTERN DIGITAL CORPORATION.

-$584.7K

0 -100%

增持

SO SOUTHERN CO

+$562.8K

11,449 +243%

增持

CBSH COMMERCE BANCSHARES INC

-$547.3K

73,268 +5%

增持

PEP PEPSICO INC

+$547.0K

40,627 +4%

建仓

VFH VANGUARD WORLD FDS

+$531.7K

6,826

增持

VBR VANGUARD INDEX FDS

-$531.5K

97,320 +3%

减持

— EXXON MOBIL CORP

-$511.9K

60,031 -4%

增持

MCD MCDONALDS CORP

+$468.0K

15,025 +10%

增持

AFL AFLAC INC

-$462.1K

72,789 +2%

减持

MRK MERCK & CO INC

-$458.1K

18,958 -15%

建仓

BX BLACKSTONE INC

+$458.0K

5,214

增持

WMT WALMART INC

+$415.8K

65,793 +2%

清仓

BTI BRITISH AMERN TOB PLC SPONSORED ADR

-$397.0K

0 -100%

增持

TIPZ PIMCO ETF TR

+$387.9K

86,110 +7%

增持

GOOG ALPHABET INC

+$376.3K

13,858 +20%

增持

AMZN AMAZON COM INC

+$335.2K

38,996 +1%

减持

ABBV ABBVIE INC

-$329.6K

7,045 -26%

增持

— MEDTRONIC PLC

+$289.7K

34,683 +11%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$277.7K

64,403 +16%

增持

WHR WHIRLPOOL CORP

-$251.2K

19,677 +7%

增持

DVY ISHARES TR

-$250.2K

37,304 +0%

增持

IJJ ISHARES TR

-$247.7K

56,940 +1%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$242.0K

60,767 +5%

清仓

ET ENERGY TRANSFER L P COM UT LTD PTN

-$241.8K

0 -100%

清仓

USB US BANCORP DEL COM NEW

-$241.4K

0 -100%

减持

IWP ISHARES TR

+$237.7K

108,026 -1%

清仓

GD GENERAL DYNAMICS CORPORATION

-$210.0K

0 -100%

减持

NOBL PROSHARES TR

-$209.4K

69,594 -1%

清仓

— PATTERSON COMPANIES INCORPORATED

-$205.6K

0 -100%

增持

CSCO CISCO SYS INC

+$195.1K

25,737 +8%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$195.0K

21,545 +2%

减持

GDOT GREEN DOT CORP

-$186.0K

268,719 -2%

增持

DAL DELTA AIR LINES INC DEL

-$173.8K

65,313 +2%

增持

PKG PACKAGING CORP AMER

+$169.3K

7,377 +15%

增持

INTC INTEL CORP

+$158.7K

29,600 +8%

增持

— EATON CORP PLC

+$155.9K

8,780 +6%

增持

LOW LOWES COS INC

-$153.5K

30,374 +2%

增持

CAT CATERPILLAR INC

-$147.8K

8,493 +4%

增持

OGN ORGANON & CO

-$138.7K

27,918 +13%

增持

WM WASTE MGMT INC DEL

+$130.8K

5,741 +10%

增持

DIS DISNEY WALT CO

+$127.4K

14,318 +10%

增持

SYY SYSCO CORP

+$114.8K

54,110 +6%

增持

PG PROCTER AND GAMBLE CO

+$110.0K

15,721 +6%

增持

BAC BANK AMERICA CORP

-$106.7K

21,324 +3%

增持

BEN FRANKLIN RESOURCES INC

+$101.9K

15,186 +47%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$96.6K

7,419 +1%

增持

— LYONDELLBASELL INDUSTRIES N

+$94.6K

8,306 +11%

增持

KO COCA COLA CO

+$91.9K

29,665 +5%

减持

LUMN LUMEN TECHNOLOGIES INC

-$84.6K

28,736 -0%

增持

ED CONSOLIDATED EDISON INC

+$83.0K

6,974 +14%

增持

IVE ISHARES TR

+$81.1K

43,943 +2%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$77.2K

34,763 +1%

增持

VNQ VANGUARD INDEX FDS

-$69.1K

62,985 +5%

增持

PFE PFIZER INC

-$68.4K

31,786 +7%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$66.3K

2,696 -13%

减持

MGA MAGNA INTL INC

-$62.0K

5,065 -1%

增持

PAYX PAYCHEX INC

+$54.5K

7,415 +10%

增持

HD HOME DEPOT INC

-$48.3K

1,722 +1%

增持

VIOG VANGUARD ADMIRAL FDS INC

+$43.7K

72,394 +109%

增持

LNT ALLIANT ENERGY CORP

+$41.8K

20,255 +7%

增持

QCOM QUALCOMM INC

+$41.3K

4,862 +1%

减持

— VERTEX ENERGY INC

+$39.1K

17,022 -6%

减持

EEMV ISHARES INC

-$38.2K

90,162 -0%

增持

VZ VERIZON COMMUNICATIONS INC

-$30.5K

36,318 +3%

减持

PGEN PRECIGEN INC

-$28.5K

24,424 -6%

增持

T AT&T INC

+$23.0K

51,889 +3%

增持

DOW DOW INC

-$19.9K

7,751 +0%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$19.6K

4,828 +1%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$14.9K

6,744 -3%

增持

— CANADIAN PAC RY LTD

-$10.0K

3,361 +0%

增持

JNJ JOHNSON & JOHNSON

-$8.0K

14,480 +11%

增持

IWO ISHARES TR

-$6.2K

44,283 +2%

增持

EMR EMERSON ELEC CO

+$4.6K

57,718 +5%