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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 118 项
建仓 13
增持 80
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$6.3M
51,081
减持
REGL
PROSHARES TR
-$5.1M
38,966
-61%
建仓
TSLA
TESLA INC
+$4.0M
9,875
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。
建仓
O
REALTY INCOME CORP
+$4.0M
74,245
建仓
BSM
BLACK STONE MINERALS L P
+$2.2M
150,245
增持
IVW
ISHARES TR
+$2.1M
341,616
+0%
增持
WMT
WALMART INC
+$1.8M
176,887
+1%
清仓
—
ARDMORE SHIPPING CORP
-$1.5M
0
-100%
建仓
TGT
TARGET CORP
+$1.4M
10,637
建仓
QTWO
Q2 HLDGS INC
+$1.4M
14,272
清仓
—
SUPER MICRO COMPUTER INC
-$1.4M
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$1.3M
0
-100%
增持
CLS
CELESTICA INC
+$1.3M
31,761
+2%
减持
AMZN
AMAZON COM INC
+$1.3M
39,533
-0%
减持
AAPL
APPLE INC
+$1.2M
73,463
-0%
建仓
ET
ENERGY TRANSFER L P
+$1.2M
59,878
减持
APP
APPLOVIN CORP
+$959.8K
7,992
-36%
减持
IWP
ISHARES TR
+$907.2K
101,232
-0%
增持
EMR
EMERSON ELEC CO
+$824.8K
55,734
+0%
增持
CAH
CARDINAL HEALTH INC
+$787.3K
90,807
+1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
-$591.7K
238,152
+2%
增持
PEP
PEPSICO INC
-$591.5K
47,164
+3%
减持
AGG
ISHARES TR
-$586.6K
116,781
-1%
增持
—
EXXON MOBIL CORP
-$570.8K
65,704
+1%
增持
NOBL
PROSHARES TR
-$512.7K
73,303
+0%
增持
LOW
LOWES COS INC
-$510.6K
24,191
+1%
增持
AFL
AFLAC INC
-$469.9K
57,726
+0%
增持
VNQ
VANGUARD INDEX FDS
-$465.4K
64,702
+1%
增持
CRM
SALESFORCE INC
+$456.0K
5,861
+7%
增持
VFH
VANGUARD WORLD FD
+$414.2K
40,312
+2%
增持
SKYW
SKYWEST INC
+$413.3K
19,891
+7%
建仓
EAT
BRINKER INTL INC
+$400.4K
3,027
增持
JPM
JPMORGAN CHASE & CO.
+$395.6K
13,045
+1%
增持
JNJ
JOHNSON & JOHNSON
-$382.4K
27,869
+2%
增持
GRBK
GREEN BRICK PARTNERS INC
-$375.0K
20,790
+12%
增持
RTX
RTX CORPORATION
-$357.0K
67,358
+0%
减持
DIS
DISNEY WALT CO
+$356.7K
24,100
-0%
增持
GOOGL
ALPHABET INC
+$354.9K
11,112
+5%
增持
DOW
DOW INC
-$348.7K
28,628
+4%
增持
GOOG
ALPHABET INC
+$340.5K
14,185
+0%
增持
OKTA
OKTA INC
+$321.5K
22,507
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$320.6K
18,586
+0%
增持
USB
US BANCORP DEL
+$306.5K
127,287
+1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$304.1K
10,646
+4%
清仓
TIPZ
PIMCO ETF TR
-$303.6K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$284.8K
110,672
-3%
建仓
—
PATTERSON COS INC
+$283.6K
9,190
增持
EEMV
ISHARES INC
-$279.9K
61,192
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$271.5K
46,412
+2%
减持
VBR
VANGUARD INDEX FDS
-$271.0K
75,176
-0%
增持
IVE
ISHARES TR
-$269.3K
45,382
+0%
增持
ABBV
ABBVIE INC
-$268.2K
21,741
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
-$261.7K
14,760
+4%
增持
KO
COCA COLA CO
-$259.3K
28,095
+1%
增持
CAT
CATERPILLAR INC
-$254.0K
9,892
+1%
增持
CSCO
CISCO SYS INC
+$246.6K
37,570
+1%
增持
MRK
MERCK & CO INC
-$244.6K
23,088
+3%
减持
NVDA
NVIDIA CORPORATION
-$235.5K
5,706
-31%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$235.2K
1,366
增持
ADM
ARCHER DANIELS MIDLAND CO
-$229.6K
57,457
+10%
增持
—
CORPORACION AMER ARPTS S A
+$226.2K
91,491
+8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$221.5K
52,728
-1%
增持
ANF
ABERCROMBIE & FITCH CO
+$219.6K
11,381
+7%
建仓
META
META PLATFORMS INC
+$200.8K
343
建仓
GM
GENERAL MTRS CO
+$200.1K
3,757
清仓
OGN
ORGANON & CO
-$200.1K
0
-100%
增持
BX
BLACKSTONE INC
+$198.0K
9,488
+1%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$195.8K
0
-100%
增持
HD
HOME DEPOT INC
+$188.5K
2,266
+33%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$185.9K
65,607
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$185.6K
52,937
+3%
增持
ETR
ENTERGY CORP NEW
+$177.4K
17,710
+100%
减持
IWO
ISHARES TR
+$171.1K
44,928
-0%
增持
MFC
MANULIFE FINL CORP
+$167.9K
55,363
+7%
减持
DVY
ISHARES TR
-$152.7K
38,207
-0%
增持
SO
SOUTHERN CO
-$150.1K
19,707
+0%
增持
MCD
MCDONALDS CORP
-$148.0K
18,479
+2%
增持
WFC
WELLS FARGO CO NEW
+$147.9K
10,576
+0%
增持
KHC
KRAFT HEINZ CO
-$145.5K
37,040
+1%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$143.2K
7,278
+12%
增持
ABNB
AIRBNB INC
+$140.5K
20,058
+2%
增持
—
ROYAL CARIBBEAN GROUP
+$140.4K
1,521
+28%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$129.8K
11,128
增持
PKG
PACKAGING CORP AMER
+$123.3K
9,618
+1%
减持
—
EATON CORP PLC
-$122.2K
8,586
-4%
增持
MSFT
MICROSOFT CORP
-$121.7K
34,209
+1%
增持
CVX
CHEVRON CORP NEW
+$115.8K
70,047
+3%
减持
BA
BOEING CO
-$99.7K
1,183
-42%
增持
IJJ
ISHARES TR
+$92.1K
57,830
+0%
增持
MOD
MODINE MFG CO
-$87.7K
12,819
+8%
增持
PAYX
PAYCHEX INC
+$82.3K
12,509
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$78.2K
12,121
+0%
增持
T
AT&T INC
+$75.3K
83,811
+1%
增持
MPC
MARATHON PETE CORP
-$71.3K
3,098
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$70.0K
4,096
+37%
减持
F
FORD MTR CO
-$64.5K
17,819
-22%
增持
BAC
BANK AMERICA CORP
+$55.2K
11,622
+1%
增持
PRU
PRUDENTIAL FINL INC
-$54.2K
72,024
+2%
增持
DUK
DUKE ENERGY CORP NEW
-$43.9K
11,358
+3%
增持
—
CHUBB LIMITED
+$41.1K
12,157
+6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$37.4K
6,492
-0%
增持
CMCSA
COMCAST CORP NEW
-$36.9K
41,488
+9%
增持
GIS
GENERAL MLS INC
+$35.4K
6,258
+27%
增持
PFE
PFIZER INC
-$34.9K
16,810
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$29.8K
3,262
+1%
减持
TXN
TEXAS INSTRS INC
-$25.8K
1,258
-1%
增持
SYY
SYSCO CORP
-$15.3K
58,330
+2%
增持
QQQ
INVESCO QQQ TR
+$15.0K
454
+2%
增持
PG
PROCTER AND GAMBLE CO
+$11.4K
17,857
+4%
增持
VOE
VANGUARD INDEX FDS
-$10.7K
2,186
+1%
增持
WM
WASTE MGMT INC DEL
-$7.8K
1,518
+0%
增持
ABT
ABBOTT LABS
+$7.2K
2,161
+4%
增持
VTV
VANGUARD INDEX FDS
-$5.3K
3,805
+2%
增持
LNT
ALLIANT ENERGY CORP
-$5.1K
31,264
+2%
增持
ORCL
ORACLE CORP
-$4.5K
1,263
+0%
清仓
—
VERTEX ENERGY INC
-$3.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4K
3,369
+1%
增持
IJR
ISHARES TR
-$1.4K
2,635
+1%
