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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 6
增持 93
减持 21
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CVX
CHEVRON CORPORATION
+$4.3M
72,858
+3%
减持
IVW
ISHARES TR
-$3.8M
331,826
-1%
减持
—
EXXON MOBIL CORP
+$3.0M
61,251
-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。
增持
MSFT
MICROSOFT CORP
-$2.8M
35,954
+8%
减持
WMT
WALMART INC
+$2.0M
159,337
-0%
清仓
CRM
SALESFORCE INC
-$2.0M
0
-100%
建仓
NUE
NUCOR CORP
+$2.0M
11,537
增持
APP
APPLOVIN CORP
-$1.8M
7,155
+3%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.7M
0
-100%
增持
GM
GENERAL MTRS CO
+$1.6M
25,312
+623%
清仓
PYPL
PAYPAL HLDGS INC
-$1.3M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.3M
9,663
-0%
减持
IWP
ISHARES TR
-$1.3M
96,448
-3%
增持
FDX
FEDEX CORP
+$1.2M
17,318
+0%
增持
AAPL
APPLE INC
-$1.2M
65,829
+0%
建仓
DY
DYCOM INDS INC
+$1.1M
3,391
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
28,660
+1%
减持
STRL
STERLING INFRASTRUCTURE INC
+$1.1M
11,115
-1%
增持
PEP
PEPSICO INC
+$1.0M
35,421
+14%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.0M
57,715
+4%
增持
PARR
PAR PAC HOLDINGS INC
+$923.1K
26,866
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$841.3K
65,193
+9%
增持
AMZN
AMAZON COM INC
-$796.0K
38,031
+1%
增持
PRU
PRUDENTIAL FINL INC
-$698.9K
73,303
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$688.0K
17,868
+6%
增持
DVY
ISHARES TR
+$686.6K
41,653
+5%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$682.1K
271,192
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$671.9K
52,972
+12%
增持
O
REALTY INCOME CORP
+$578.1K
79,759
+5%
增持
RJF
RAYMOND JAMES FINL INC
-$572.8K
40,886
+1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$563.0K
17,914
+0%
增持
AGG
ISHARES TR
+$557.4K
126,065
+5%
减持
RTX
RTX CORPORATION
+$553.5K
62,269
-0%
减持
CLS
CELESTICA INC
-$549.7K
25,437
-3%
增持
TSLA
TESLA INC
-$534.2K
14,078
+10%
增持
TGT
TARGET CORP
+$529.3K
11,064
+33%
增持
WFC
WELLS FARGO & CO
-$495.3K
49,493
+4%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$482.4K
59,631
+1%
增持
MRK
MERCK & CO INC
+$474.4K
25,087
+4%
增持
VBR
VANGUARD INDEX FDS
+$467.2K
75,599
+0%
减持
MU
MICRON TECHNOLOGY INC
+$447.3K
8,652
-0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$439.0K
5,538
建仓
SNDK
SANDISK CORP
+$400.9K
631
增持
REGL
PROSHARES TR
+$386.2K
42,721
+9%
增持
—
CHUBB LTD SWITZ
+$379.1K
15,008
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$368.0K
98,054
+9%
增持
JPM
JPMORGAN CHASE & CO
-$366.7K
13,331
+0%
增持
WLDN
WILLDAN GROUP INC
-$362.8K
22,376
+12%
增持
DIS
DISNEY WALT CO
-$359.4K
27,422
+4%
增持
T
AT&T INC
+$355.2K
82,729
+1%
增持
GOOG
ALPHABET INC
-$328.4K
13,449
+1%
增持
VFH
VANGUARD WORLD FD
-$326.1K
40,849
+4%
增持
SO
SOUTHERN CO
+$320.3K
20,650
+8%
增持
HPQ
HP INC
+$302.8K
62,694
+55%
增持
GOOGL
ALPHABET INC
-$297.0K
11,933
+0%
增持
BX
BLACKSTONE INC
-$291.2K
11,162
+9%
增持
LNT
ALLIANT ENERGY CORP
+$288.8K
29,994
+5%
增持
KO
COCA COLA CO
+$277.2K
31,667
+4%
增持
MCD
MCDONALDS CORP
+$266.1K
18,706
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$265.9K
13,463
+1%
清仓
COF
CAPITAL ONE FINL CORP
-$264.2K
0
-100%
增持
EEMV
ISHARES INC
+$254.4K
64,089
+5%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$248.7K
59,208
+1%
清仓
ORCL
ORACLE CORP
-$247.4K
0
-100%
增持
MPC
MARATHON PETE CORP
+$241.9K
2,957
+0%
增持
KGC
KINROSS GOLD CORP
+$235.0K
64,762
+5%
减持
—
EATON CORP PLC
+$209.7K
6,829
-3%
建仓
FNDF
SCHWAB STRATEGIC TR
+$206.7K
4,225
减持
CAH
CARDINAL HEALTH INC
+$200.1K
48,286
-1%
增持
DRI
DARDEN RESTAURANTS INC
+$195.3K
6,085
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$163.3K
11,293
+1%
增持
IVE
ISHARES TR
+$160.2K
47,974
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$158.0K
11,018
+23%
增持
VNQ
VANGUARD INDEX FDS
+$147.1K
66,389
+2%
增持
HD
HOME DEPOT INC
+$145.4K
9,673
+10%
增持
VOO
VANGUARD INDEX FDS
+$139.4K
2,007
+19%
减持
NOBL
PROSHARES TR
+$137.6K
78,704
-0%
增持
PKG
PACKAGING CORP AMER
+$135.2K
10,597
+3%
建仓
KD
KYNDRYL HLDGS INC
+$131.2K
10,000
增持
EAT
BRINKER INTL INC
+$115.1K
5,584
+17%
增持
SKYW
SKYWEST INC
-$113.2K
23,700
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$107.8K
1,893
-19%
增持
VISN
VISTANCE NETWORKS INC
+$107.5K
94,825
+6%
增持
CSCO
CISCO SYS INC
+$106.1K
38,689
+3%
增持
IJJ
ISHARES TR
+$99.2K
62,779
+1%
增持
SLVM
SYLVAMO CORP
+$96.7K
12,133
+41%
增持
ABBV
ABBVIE INC
-$93.3K
22,857
+3%
增持
OKTA
OKTA INC
-$92.6K
27,385
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$92.4K
1,611
+1%
增持
NVDA
NVIDIA CORPORATION
-$89.1K
7,669
+0%
减持
BAC
BANK AMERICA CORP
-$85.1K
11,499
-2%
减持
ABT
ABBOTT LABORATORIES
-$82.1K
2,074
-12%
增持
IWO
ISHARES TR
-$73.4K
47,263
+2%
增持
ABNB
AIRBNB INC
-$71.8K
23,841
+5%
增持
AFL
AFLAC INC
+$67.2K
52,594
+2%
增持
—
CORPORACION AMER ARPTS S A
-$62.7K
103,239
+0%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$58.7K
4,385
+3%
增持
INCY
INCYTE CORP
-$52.4K
18,464
+2%
增持
PAYX
PAYCHEX INC
-$52.1K
13,288
+17%
减持
IVV
ISHARES TR
-$48.4K
1,309
-1%
减持
PFE
PFIZER INC
+$46.7K
17,567
-2%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$46.7K
11,998
+1%
增持
USB
US BANCORP
+$46.3K
131,757
+3%
增持
DE
DEERE & CO
+$42.1K
431
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$41.0K
2,676
+7%
增持
ALL
ALLSTATE CORP
+$30.9K
21,786
+1%
增持
GPC
GENUINE PARTS CO
+$26.0K
11,406
+19%
增持
VHT
VANGUARD WORLD FD
-$23.5K
1,622
+0%
增持
LOW
LOWES COS INC
-$23.3K
21,791
+2%
增持
BA
BOEING CO
+$19.9K
1,302
+18%
增持
EMR
EMERSON ELEC CO
+$19.2K
51,323
+2%
增持
VOE
VANGUARD INDEX FDS
+$17.7K
2,247
+1%
增持
WM
WASTE MGMT INC DEL
+$16.9K
1,551
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.1K
50,538
+0%
减持
VTV
VANGUARD INDEX FDS
+$12.7K
3,816
-1%
减持
VO
VANGUARD INDEX FDS
-$10.8K
1,552
-1%
增持
VTI
VANGUARD INDEX FDS
+$9.5K
6,970
+5%
增持
MFC
MANULIFE FINL CORP
+$8.3K
66,530
+6%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$7.3K
26,197
+30%
减持
IJR
ISHARES TR
-$7.0K
2,768
-5%
增持
BND
VANGUARD BD INDEX FDS
+$5.1K
3,645
+3%
增持
SYY
SYSCO CORP
+$4.9K
56,326
+3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.7K
9,037
-3%
增持
CCAP
CRESCENT CAP BDC INC
+$3.0K
13,548
+18%
增持
UPS
UNITED PARCEL SVCS INC
+$2.0K
4,858
+1%
