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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 118 项
建仓 9
增持 63
减持 36
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
DAL
DELTA AIR LINES INC DEL
-$4.7M
0
-100%
建仓
ALL
ALLSTATE CORP
+$4.5M
21,539
减持
IVW
ISHARES TR
-$3.3M
338,443
-1%
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
ROP
ROPER TECHNOLOGIES INC
+$2.6M
4,410
减持
AAPL
APPLE INC
-$2.2M
73,124
-0%
增持
CVX
CHEVRON CORP NEW
+$1.7M
70,579
+1%
减持
MSFT
MICROSOFT CORP
-$1.6M
34,181
-0%
清仓
CMCSA
COMCAST CORP NEW
-$1.6M
0
-100%
清仓
MOD
MODINE MFG CO
-$1.5M
0
-100%
减持
IWO
ISHARES TR
-$1.5M
44,811
-0%
建仓
PYPL
PAYPAL HLDGS INC
+$1.3M
19,855
增持
RTX
RTX CORPORATION
+$1.2M
68,086
+1%
清仓
DOW
DOW INC
-$1.1M
0
-100%
建仓
—
ITURAN LOCATION AND CONTROL
+$1.1M
31,687
减持
IWP
ISHARES TR
-$1.1M
99,480
-2%
清仓
KHC
KRAFT HEINZ CO
-$1.1M
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
88,182
-20%
增持
AMZN
AMAZON COM INC
-$1.1M
39,797
+1%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$1.1M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
12,291
+1%
建仓
DRI
DARDEN RESTAURANTS INC
+$1.0M
5,051
增持
TSLA
TESLA INC
-$965.1K
11,664
+18%
建仓
HPQ
HP INC
+$947.5K
34,218
增持
VBR
VANGUARD INDEX FDS
-$839.4K
75,468
+0%
增持
—
CHUBB LIMITED
+$825.8K
13,858
+14%
建仓
GPC
GENUINE PARTS CO
+$819.1K
6,875
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$806.2K
244,037
+2%
减持
EMR
EMERSON ELEC CO
-$802.2K
55,681
-0%
增持
ANF
ABERCROMBIE & FITCH CO
-$702.0K
13,082
+15%
增持
USB
US BANCORP DEL
-$691.0K
127,834
+0%
减持
ABBV
ABBVIE INC
+$675.5K
21,663
-0%
增持
OKTA
OKTA INC
+$670.0K
23,223
+3%
增持
AGG
ISHARES TR
+$619.5K
120,659
+3%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$618.7K
65,608
+0%
减持
WMT
WALMART INC
-$618.1K
175,004
-1%
增持
RJF
RAYMOND JAMES FINL INC
-$610.1K
40,091
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$525.0K
60,083
+18%
减持
JNJ
JOHNSON & JOHNSON
+$509.2K
27,374
-2%
增持
FDX
FEDEX CORP
-$508.3K
16,915
+3%
增持
STRL
STERLING INFRASTRUCTURE INC
-$497.3K
11,448
+8%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$496.0K
7,611
减持
APP
APPLOVIN CORP
-$494.3K
7,902
-1%
减持
CLS
CELESTICA INC
-$471.6K
31,214
-2%
增持
AFL
AFLAC INC
+$456.2K
57,805
+0%
增持
MCD
MCDONALDS CORP
+$453.8K
18,602
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$444.9K
56,479
+7%
减持
T
AT&T INC
+$434.8K
82,856
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$432.7K
16,585
+0%
增持
PRU
PRUDENTIAL FINL INC
-$425.3K
72,634
+1%
增持
O
REALTY INCOME CORP
+$403.4K
75,311
+1%
增持
GOOG
ALPHABET INC
-$391.4K
14,785
+4%
减持
LOW
LOWES COS INC
-$360.1K
24,054
-1%
增持
—
EATON CORP PLC
-$346.7K
9,207
+7%
增持
GOOGL
ALPHABET INC
-$319.3K
11,538
+4%
增持
CRM
SALESFORCE INC
-$318.2K
6,116
+4%
减持
BX
BLACKSTONE INC
-$315.3K
9,448
-0%
增持
CAT
CATERPILLAR INC
-$303.9K
9,959
+1%
增持
TGT
TARGET CORP
-$292.9K
10,972
+3%
增持
KO
COCA COLA CO
+$270.0K
28,193
+0%
增持
IJJ
ISHARES TR
-$252.9K
58,244
+1%
增持
PKG
PACKAGING CORP AMER
-$252.5K
9,660
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$225.7K
46,742
+1%
增持
GIS
GENERAL MLS INC
+$224.3K
10,426
+67%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$224.2K
18,541
-0%
清仓
CMI
CUMMINS INC
-$218.9K
0
-100%
清仓
ORCL
ORACLE CORP
-$210.5K
0
-100%
清仓
BA
BOEING CO
-$209.4K
0
-100%
清仓
GM
GENERAL MTRS CO
-$200.1K
0
-100%
减持
SO
SOUTHERN CO
+$189.1K
19,700
-0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$186.7K
56,572
-2%
增持
ABNB
AIRBNB INC
-$186.1K
20,507
+2%
增持
GRBK
GREEN BRICK PARTNERS INC
+$184.5K
23,305
+12%
增持
PAYX
PAYCHEX INC
+$177.0K
12,516
+0%
减持
IVE
ISHARES TR
-$163.7K
44,594
-2%
增持
MRK
MERCK & CO INC
-$162.0K
23,783
+3%
增持
SKYW
SKYWEST INC
-$154.0K
21,033
+6%
减持
DUK
DUKE ENERGY CORP NEW
+$145.3K
11,224
-1%
减持
CAH
CARDINAL HEALTH INC
-$137.3K
76,958
-15%
增持
EAT
BRINKER INTL INC
+$130.2K
3,560
+18%
增持
VFH
VANGUARD WORLD FD
+$122.6K
40,866
+1%
增持
PEP
PEPSICO INC
+$122.4K
48,647
+3%
减持
—
EXXON MOBIL CORP
+$109.5K
60,349
-8%
增持
MFC
MANULIFE FINL CORP
+$103.5K
57,905
+5%
增持
EEMV
ISHARES INC
+$101.8K
62,570
+2%
增持
QTWO
Q2 HLDGS INC
-$99.3K
16,712
+17%
增持
DIS
DISNEY WALT CO
+$99.0K
28,192
+17%
减持
NOBL
PROSHARES TR
+$92.7K
72,323
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$90.7K
3,343
-1%
减持
CSCO
CISCO SYS INC
+$85.0K
37,419
-0%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$82.2K
10,000
增持
JPM
JPMORGAN CHASE & CO.
+$73.0K
13,046
+0%
增持
PG
PROCTER AND GAMBLE CO
+$65.7K
17,952
+1%
增持
SYY
SYSCO CORP
-$61.1K
58,620
+0%
增持
ET
ENERGY TRANSFER L P
-$55.0K
60,143
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$54.8K
2,343
-10%
增持
—
ROYAL CARIBBEAN GROUP
+$54.2K
1,972
+30%
增持
HD
HOME DEPOT INC
-$50.6K
2,267
+0%
减持
DVY
ISHARES TR
+$49.2K
37,720
-1%
增持
WM
WASTE MGMT INC DEL
+$46.2K
1,523
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$43.5K
3,344
+3%
减持
VNQ
VANGUARD INDEX FDS
+$39.4K
64,094
-1%
增持
—
CORPORACION AMER ARPTS S A
+$34.6K
95,184
+4%
减持
BAC
BANK AMERICA CORP
-$28.6K
11,555
-1%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$28.2K
14,285
+28%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.8K
51,832
-2%
增持
VTV
VANGUARD INDEX FDS
+$23.4K
3,865
+2%
减持
PFE
PFIZER INC
-$22.7K
16,705
-1%
减持
F
FORD MTR CO
-$22.1K
15,387
-14%
增持
WFC
WELLS FARGO CO NEW
+$19.6K
10,620
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$18.7K
6,452
-1%
增持
IJR
ISHARES TR
-$17.8K
2,733
+4%
减持
REGL
PROSHARES TR
-$10.4K
38,842
-0%
减持
LNT
ALLIANT ENERGY CORP
-$6.4K
28,634
-8%
增持
NVDA
NVIDIA CORPORATION
-$5.3K
7,021
+23%
减持
MPC
MARATHON PETE CORP
-$4.8K
2,934
-5%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$711
7,900
+9%
增持
VOE
VANGUARD INDEX FDS
-$363
2,201
+1%
增持
META
META PLATFORMS INC
+$320
349
+2%
