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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 135 项
建仓 9
增持 59
减持 60
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
MU
MICRON TECHNOLOGY INC
+$2.5M
8,674
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
4,222
-78%
增持
HD
HOME DEPOT INC
+$2.1M
8,823
+289%
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
GRBK
GREEN BRICK PARTNERS INC
-$1.9M
0
-100%
建仓
INCY
INCYTE CORP
+$1.8M
18,125
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$1.7M
0
-100%
建仓
VISN
COMMSCOPE HLDG CO INC
+$1.6M
89,260
减持
MSFT
MICROSOFT CORP
-$1.5M
33,218
-2%
清仓
QTWO
Q2 HLDGS INC
-$1.5M
0
-100%
清仓
LRN
STRIDE INC
-$1.5M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.2M
70,422
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
16,788
-9%
增持
IVW
ISHARES TR
+$945.2K
334,947
+0%
减持
FDX
FEDEX CORP
+$889.8K
17,271
-1%
减持
LOW
LOWES COS INC
-$889.8K
21,447
-11%
减持
ROP
ROPER TECHNOLOGIES INC
-$870.3K
3,728
-27%
减持
CAH
CARDINAL HEALTH INC
+$834.6K
48,677
-17%
减持
SYY
SYSCO CORP
-$831.7K
54,455
-7%
增持
—
CORPORACION AMER ARPTS S A
+$829.9K
102,832
+1%
减持
GOOGL
ALPHABET INC
+$829.7K
11,912
-0%
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$799.5K
58,708
-10%
减持
CLS
CELESTICA INC
+$782.4K
26,098
-7%
建仓
PARR
PAR PAC HOLDINGS INC
+$759.8K
21,622
减持
AFL
AFLAC INC
-$727.9K
51,717
-10%
减持
AAPL
APPLE INC
-$719.0K
65,728
-10%
减持
PEP
PEPSICO INC
-$699.7K
31,134
-15%
减持
CAT
CATERPILLAR INC
+$679.7K
9,703
-5%
增持
IVE
ISHARES TR
+$677.0K
47,011
+4%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$671.1K
260,068
+3%
增持
NOBL
PROSHARES TR
+$670.0K
78,849
+8%
减持
—
EATON CORP PLC
-$569.5K
7,011
-6%
减持
JNJ
JOHNSON & JOHNSON
+$565.6K
28,430
-1%
减持
O
REALTY INCOME CORP
-$563.9K
76,310
-5%
增持
IJJ
ISHARES TR
+$551.1K
62,459
+6%
减持
GOOG
ALPHABET INC
+$545.3K
13,341
-11%
减持
EMR
EMERSON ELEC CO
-$533.1K
50,521
-8%
增持
—
CHUBB LIMITED
+$516.1K
14,458
+2%
减持
RJF
RAYMOND JAMES FINL INC
-$487.3K
40,430
-0%
减持
TGT
TARGET CORP
-$468.0K
8,303
-42%
减持
—
EXXON MOBIL CORP
+$467.5K
61,709
-0%
增持
WFC
WELLS FARGO CO NEW
+$458.3K
47,591
+0%
增持
IWP
ISHARES TR
-$443.9K
99,396
+1%
减持
USB
US BANCORP DEL
+$442.4K
127,556
-3%
增持
IWO
ISHARES TR
+$442.0K
46,144
+2%
减持
PAYX
PAYCHEX INC
-$441.3K
11,376
-16%
增持
ABNB
AIRBNB INC
+$426.8K
22,712
+4%
减持
BSM
BLACK STONE MINERALS L P
-$422.8K
101,824
-25%
减持
STRL
STERLING INFRASTRUCTURE INC
-$422.0K
11,173
-1%
减持
APP
APPLOVIN CORP
-$419.8K
6,962
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$408.5K
8,969
-15%
减持
HPQ
HP INC
-$388.4K
40,464
-15%
减持
MRK
MERCK & CO INC
+$360.1K
24,162
-7%
增持
MFC
MANULIFE FINL CORP
+$333.9K
62,926
+1%
减持
DIS
DISNEY WALT CO
-$312.1K
26,390
-9%
增持
CRM
SALESFORCE INC
+$306.6K
7,485
+6%
减持
MCD
MCDONALDS CORP
-$289.7K
18,151
-6%
增持
T
AT&T INC
-$278.1K
82,249
+0%
建仓
BND
VANGUARD BD INDEX FDS
+$263.3K
3,555
增持
KGC
KINROSS GOLD CORP
+$263.0K
61,846
+4%
减持
PYPL
PAYPAL HLDGS INC
-$261.9K
23,088
-4%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$259.0K
55,326
-4%
清仓
META
META PLATFORMS INC
-$256.3K
0
-100%
减持
RTX
RTX CORPORATION
+$221.3K
62,476
-7%
清仓
WRBY
WARBY PARKER INC
-$220.8K
0
-100%
增持
DVY
ISHARES TR
+$217.1K
39,819
+5%
建仓
PM
PHILIP MORRIS INTL INC
+$210.9K
1,315
减持
PRU
PRUDENTIAL FINL INC
+$208.0K
69,630
-6%
建仓
GEV
GE VERNOVA INC
+$205.9K
315
清仓
PSX
PHILLIPS 66
-$204.7K
0
-100%
减持
CSCO
CISCO SYS INC
+$202.3K
37,593
-5%
减持
BX
BLACKSTONE INC
-$202.1K
10,216
-2%
建仓
DE
DEERE & CO
+$200.4K
430
减持
ETR
ENTERGY CORP NEW
-$196.2K
12,934
-13%
增持
WLDN
WILLDAN GROUP INC
+$191.8K
20,026
+3%
减持
VBR
VANGUARD INDEX FDS
+$187.8K
75,342
-0%
减持
DRI
DARDEN RESTAURANTS INC
-$185.7K
5,421
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$184.3K
47,106
-10%
增持
UPS
UNITED PARCEL SERVICE INC
+$184.0K
4,799
+37%
减持
PKG
PACKAGING CORP AMER
-$170.0K
10,249
-2%
增持
VNQ
VANGUARD INDEX FDS
-$169.4K
64,885
+0%
建仓
CCAP
CRESCENT CAP BDC INC
+$161.6K
11,500
减持
SO
SOUTHERN CO
-$157.8K
19,184
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$157.8K
59,695
+1%
增持
OKE
ONEOK INC NEW
+$150.6K
8,754
+30%
增持
GPC
GENUINE PARTS CO
-$141.1K
9,598
+1%
增持
TSLA
TESLA INC
+$140.2K
12,825
+1%
减持
IWS
ISHARES TR
-$139.6K
17,142
-6%
增持
VO
VANGUARD INDEX FDS
+$138.7K
1,573
+45%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$137.2K
11,918
-16%
增持
KO
COCA COLA CO
+$124.7K
30,483
+1%
减持
EEM
ISHARES TR
-$120.5K
5,274
-31%
减持
LNT
ALLIANT ENERGY CORP
-$117.7K
28,666
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$113.5K
50,530
-3%
增持
AVGO
BROADCOM INC
+$111.7K
1,619
+19%
增持
ORCL
ORACLE CORP
-$109.3K
1,269
+0%
增持
EAT
BRINKER INTL INC
+$104.7K
4,753
+4%
增持
VB
VANGUARD INDEX FDS
+$103.6K
1,698
+29%
增持
SLVM
SYLVAMO CORP
+$98.2K
8,635
+20%
减持
IWN
ISHARES TR
-$98.2K
13,166
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$97.1K
13,308
+0%
增持
MPC
MARATHON PETE CORP
-$87.7K
2,951
+0%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$83.6K
4,243
+2%
增持
SKYW
SKYWEST INC
+$78.3K
22,802
+4%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$77.5K
58,972
-3%
减持
EEMV
ISHARES INC
-$73.8K
60,807
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$73.5K
11,223
-0%
减持
VFH
VANGUARD WORLD FD
-$70.8K
39,412
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.0K
3,464
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.6K
13,364
+1%
增持
VHT
VANGUARD WORLD FD
+$48.1K
1,616
+1%
增持
VOO
VANGUARD INDEX FDS
+$47.6K
1,690
+2%
增持
BAC
BANK AMERICA CORP
+$46.6K
11,739
+1%
增持
—
ROYAL CARIBBEAN GROUP
-$45.3K
2,493
+9%
减持
AMZN
AMAZON COM INC
-$41.1K
37,764
-5%
减持
WMT
WALMART INC
-$40.6K
159,652
-8%
增持
VTV
VANGUARD INDEX FDS
+$38.7K
3,854
+3%
减持
PFE
PFIZER INC
-$37.4K
17,935
-6%
增持
ABBV
ABBVIE INC
+$28.9K
22,165
+2%
增持
IVV
ISHARES TR
+$27.3K
1,319
+1%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$22.5K
20,097
+35%
增持
REGL
PROSHARES TR
+$18.3K
39,246
+2%
增持
ABT
ABBOTT LABS
+$18.2K
2,355
+14%
增持
UNH
UNITEDHEALTH GROUP INC
-$17.8K
1,600
+1%
增持
AGG
ISHARES TR
-$13.5K
119,714
+0%
增持
TXN
TEXAS INSTRS INC
-$11.8K
1,264
+0%
减持
COF
CAPITAL ONE FINL CORP
+$10.4K
1,090
-9%
增持
VOE
VANGUARD INDEX FDS
+$10.2K
2,235
+1%
增持
NVDA
NVIDIA CORPORATION
+$9.3K
7,649
+1%
增持
IJR
ISHARES TR
+$6.3K
2,921
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$4.9K
1,608
+100%
增持
OKTA
OKTA INC
-$3.6K
25,998
+6%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$2.7K
3,364
+0%
增持
BA
BOEING CO
+$2.5K
1,102
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5K
89,891
+2%
增持
WM
WASTE MGMT INC DEL
+$1.1K
1,546
+1%
