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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 120 项
建仓 15
增持 69
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVW
ISHARES TR
+$5.4M
334,529
-1%
减持
MSFT
MICROSOFT CORP
+$4.1M
33,958
-1%
增持
WFC
WELLS FARGO CO NEW
+$3.0M
47,460
+347%
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
CLS
CELESTICA INC
+$2.4M
30,909
-1%
减持
IWP
ISHARES TR
+$2.0M
98,403
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
17,900
+8%
减持
WMT
WALMART INC
+$1.6M
173,434
-1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.4M
11,839
+3%
增持
CVX
CHEVRON CORP NEW
-$1.4M
72,514
+3%
减持
IWO
ISHARES TR
+$1.3M
44,672
-0%
建仓
KMB
KIMBERLY-CLARK CORP
+$1.3M
10,033
减持
EMR
EMERSON ELEC CO
+$1.3M
55,440
-0%
减持
AAPL
APPLE INC
-$1.3M
72,972
-0%
增持
AMZN
AMAZON COM INC
+$1.2M
39,909
+0%
建仓
LRN
STRIDE INC
+$1.2M
8,023
清仓
ANF
ABERCROMBIE & FITCH CO
-$999.1K
0
-100%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$945.6K
249,684
+2%
增持
TSLA
TESLA INC
+$931.4K
12,448
+7%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$873.4K
59,927
-0%
减持
RTX
RTX CORPORATION
+$837.9K
67,502
-1%
建仓
VOO
VANGUARD INDEX FDS
+$825.3K
1,453
建仓
IVV
ISHARES TR
+$812.8K
1,309
减持
CAH
CARDINAL HEALTH INC
-$738.8K
58,712
-24%
减持
DIS
DISNEY WALT CO
+$711.9K
28,179
-0%
增持
CAT
CATERPILLAR INC
+$707.5K
10,283
+3%
增持
APP
APPLOVIN CORP
+$686.2K
7,941
+0%
减持
VBR
VANGUARD INDEX FDS
+$653.8K
75,446
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$645.6K
13,265
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$641.2K
47,733
+2%
增持
RJF
RAYMOND JAMES FINL INC
+$633.2K
40,440
+1%
清仓
GIS
GENERAL MLS INC
-$623.4K
0
-100%
增持
—
EXXON MOBIL CORP
-$587.0K
61,134
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$576.8K
12,288
-0%
增持
PEP
PEPSICO INC
-$542.0K
51,137
+5%
增持
USB
US BANCORP DEL
+$522.1K
130,813
+2%
增持
ABBV
ABBVIE INC
-$506.9K
21,722
+0%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$503.2K
10,539
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$499.3K
65,643
+0%
增持
NVDA
NVIDIA CORPORATION
+$456.9K
7,708
+10%
增持
CSCO
CISCO SYS INC
+$375.5K
38,694
+3%
减持
AFL
AFLAC INC
-$361.4K
57,519
-0%
增持
SKYW
SKYWEST INC
+$348.9K
21,235
+1%
增持
GOOG
ALPHABET INC
+$346.1K
14,973
+1%
清仓
PGR
PROGRESSIVE CORP
-$332.3K
0
-100%
增持
ABNB
AIRBNB INC
+$331.8K
21,018
+2%
增持
IJJ
ISHARES TR
+$331.3K
59,110
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$325.0K
57,618
+2%
增持
GOOGL
ALPHABET INC
+$320.5K
11,943
+4%
建仓
VB
VANGUARD INDEX FDS
+$311.6K
1,315
建仓
VO
VANGUARD INDEX FDS
+$302.8K
1,082
增持
QTWO
Q2 HLDGS INC
+$300.7K
17,500
+5%
增持
—
ROYAL CARIBBEAN GROUP
+$297.6K
2,244
+14%
增持
GPC
GENUINE PARTS CO
+$296.7K
9,198
+34%
增持
PYPL
PAYPAL HLDGS INC
+$291.6K
21,356
+8%
清仓
—
PATTERSON COS INC
-$287.1K
0
-100%
减持
FDX
FEDEX CORP
-$282.0K
16,900
-0%
建仓
ORCL
ORACLE CORP
+$277.0K
1,267
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$274.5K
52,981
+2%
减持
VFH
VANGUARD WORLD FD
+$272.5K
40,493
-1%
建仓
OKE
ONEOK INC NEW
+$265.6K
3,254
增持
LOW
LOWES COS INC
-$259.6K
24,116
+0%
建仓
SLVM
SYLVAMO CORP
+$259.6K
5,181
增持
DRI
DARDEN RESTAURANTS INC
+$257.6K
5,996
+19%
建仓
COF
CAPITAL ONE FINL CORP
+$254.0K
1,194
减持
EEMV
ISHARES INC
+$253.5K
62,163
-1%
增持
—
CORPORACION AMER ARPTS S A
+$244.6K
98,050
+3%
增持
MCD
MCDONALDS CORP
-$242.8K
19,057
+2%
增持
JNJ
JOHNSON & JOHNSON
-$241.8K
28,137
+3%
建仓
BA
BOEING CO
+$229.9K
1,097
增持
TGT
TARGET CORP
+$224.6K
13,884
+27%
增持
BX
BLACKSTONE INC
+$220.8K
10,305
+9%
减持
NOBL
PROSHARES TR
-$209.8K
71,303
-1%
增持
—
ITURAN LOCATION AND CONTROL
+$208.3K
34,962
+10%
减持
IVE
ISHARES TR
+$207.1K
44,550
-0%
建仓
CMI
CUMMINS INC
+$205.7K
628
建仓
XLK
SELECT SECTOR SPDR TR
+$203.6K
804
增持
GRBK
GREEN BRICK PARTNERS INC
+$200.4K
24,798
+6%
减持
—
EATON CORP PLC
+$182.6K
7,523
-18%
增持
HPQ
HP INC
+$175.4K
45,907
+34%
增持
EAT
BRINKER INTL INC
+$170.5K
3,888
+9%
增持
O
REALTY INCOME CORP
+$170.2K
78,789
+5%
增持
PRU
PRUDENTIAL FINL INC
-$167.4K
73,942
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$158.3K
3,357
+0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$136.8K
4,235
-44%
增持
PG
PROCTER AND GAMBLE CO
-$132.7K
18,370
+2%
减持
ALL
ALLSTATE CORP
-$128.1K
21,519
-0%
增持
—
CHUBB LIMITED
-$119.6K
14,032
+1%
增持
MRK
MERCK & CO INC
-$119.1K
25,463
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$117.0K
56,502
+0%
建仓
—
STELLANTIS N.V
+$116.8K
11,650
增持
OKTA
OKTA INC
-$116.2K
23,280
+0%
减持
DVY
ISHARES TR
-$107.9K
37,328
-1%
增持
LNT
ALLIANT ENERGY CORP
-$107.7K
28,691
+0%
增持
SO
SOUTHERN CO
+$104.6K
20,865
+6%
增持
MFC
MANULIFE FINL CORP
+$104.1K
59,696
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$100.8K
88,989
+1%
增持
CRM
SALESFORCE INC
+$94.1K
6,364
+4%
增持
ROP
ROPER TECHNOLOGIES INC
+$92.1K
4,749
+8%
增持
KO
COCA COLA CO
+$75.2K
29,603
+5%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$67.7K
8,183
+4%
增持
VNQ
VANGUARD INDEX FDS
-$66.0K
64,418
+1%
增持
BAC
BANK AMERICA CORP
+$65.8K
11,580
+0%
增持
SYY
SYSCO CORP
+$63.6K
58,918
+1%
增持
QQQ
INVESCO QQQ TR
+$61.3K
497
+9%
增持
MPC
MARATHON PETE CORP
+$61.0K
2,940
+0%
增持
ETR
ENTERGY CORP NEW
-$41.6K
17,714
+0%
减持
T
AT&T INC
+$33.6K
82,126
-1%
增持
PKG
PACKAGING CORP AMER
+$32.3K
10,322
+7%
减持
NTLA
INTELLIA THERAPEUTICS INC
+$29.6K
13,986
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$29.2K
18,463
-0%
减持
ET
ENERGY TRANSFER L P
-$27.9K
60,131
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$26.4K
3,382
+1%
减持
AGG
ISHARES TR
+$25.1K
120,571
-0%
增持
IJR
ISHARES TR
+$16.0K
2,761
+1%
减持
VTV
VANGUARD INDEX FDS
-$15.6K
3,689
-5%
增持
PAYX
PAYCHEX INC
-$13.4K
13,183
+5%
减持
ABT
ABBOTT LABS
-$5.5K
2,067
-4%
减持
REGL
PROSHARES TR
+$4.0K
38,469
-1%
增持
WM
WASTE MGMT INC DEL
-$3.0K
1,528
+0%
增持
HD
HOME DEPOT INC
+$743
2,268
+0%
