SFMG, LLC
PLANO TX · SEC CIK 0001512026
$14.77亿2026Q1 申报市值
327持仓数
61.0%前十大占比 · 第一大 13.2%
31 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PTLC 加仓+$494.59万
MOAT 加仓+$304.33万
GSLC 加仓+$286.22万
QUS 加仓+$249.62万
AAPL 加仓+$216.96万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$2,403.04万
BRK/B 减仓-$170.21万
INNOVATOR ETFS T 减仓-$159.53万
TLT 减仓-$116.79万
INVESCO EXCH TRA 清仓-$54.25万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $32.01万 | 0.02% | 4,020 | 122 | 3.1% | $9,713 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.11万 | 0.02% | 822 | -54 | -6.2% | -$2.11万 | 减仓 |
| PWR | QUANTA SVCS INC | $32.78万 | 0.02% | 597 | 84 | 16.4% | $4.61万 | 加仓 |
| DHR | DANAHER CORP DEL | $33.05万 | 0.02% | 1,743 | 4 | 0.2% | $758 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.19万 | 0.02% | 392 | -23 | -5.5% | -$1.95万 | 减仓 |
| — | COTERRA ENERGY INC | $33.29万 | 0.02% | 9,474 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $33.35万 | 0.02% | 10,779 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $33.35万 | 0.02% | 2,947 | 928 | 46.0% | $10.50万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $33.78万 | 0.02% | 1,652 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $33.79万 | 0.02% | 2,337 | 45 | 2.0% | $6,506 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $34.22万 | 0.02% | 20,000 | 20,000 | — | $34.22万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $34.50万 | 0.02% | 1,326 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $34.74万 | 0.02% | 19,015 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $34.79万 | 0.02% | 8,585 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.93万 | 0.02% | 3,962 | 376 | 10.5% | $3.31万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.05万 | 0.02% | 5,987 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $36.18万 | 0.02% | 5,853 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $37.17万 | 0.03% | 3,620 | -336 | -8.5% | -$3.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.61万 | 0.03% | 1,243 | -73 | -5.5% | -$2.21万 | 减仓 |
| VLO | VALERO ENERGY CORP | $37.66万 | 0.03% | 1,524 | -1,036 | -40.5% | -$25.60万 | 减仓 |
| SMMD | ISHARES TR | $37.76万 | 0.03% | 4,945 | 83 | 1.7% | $6,337 | 加仓 |
| — | VANECK ETF TRUST | $37.96万 | 0.03% | 6,279 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.48万 | 0.03% | 1,961 | 61 | 3.2% | $1.20万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $39.04万 | 0.03% | 13,425 | 17 | 0.1% | $494 | 加仓 |
| HCA | HCA HEALTHCARE INC | $39.20万 | 0.03% | 828 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $39.50万 | 0.03% | 2,700 | 2,700 | — | $39.50万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $39.51万 | 0.03% | 1,481 | -13 | -0.9% | -$3,469 | 减仓 |
| IOO | ISHARES TR | $39.72万 | 0.03% | 3,283 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $40.04万 | 0.03% | 7,212 | -8,814 | -55.0% | -$48.94万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.79万 | 0.03% | 4,419 | 191 | 4.5% | $1.76万 | 加仓 |
| HDV | ISHARES TR | $41.35万 | 0.03% | 3,046 | 17 | 0.6% | $2,308 | 加仓 |
| CBRE | CBRE GROUP INC | $41.61万 | 0.03% | 3,072 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $41.85万 | 0.03% | 2,845 | -44 | -1.5% | -$6,473 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $42.12万 | 0.03% | 2,808 | -598 | -17.6% | -$8.97万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $42.41万 | 0.03% | 4,794 | 7 | 0.1% | $619 | 加仓 |
| DIS | DISNEY WALT CO | $42.60万 | 0.03% | 4,420 | 302 | 7.3% | $2.91万 | 加仓 |
| CB | CHUBB LTD SWITZ | $42.70万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $43.13万 | 0.03% | 2,175 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $43.14万 | 0.03% | 909 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $43.30万 | 0.03% | 314 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $43.51万 | 0.03% | 486 | -65 | -11.8% | -$5.82万 | 减仓 |
| MELI | MERCADOLIBRE INC | $44.26万 | 0.03% | 256 | -46 | -15.2% | -$7.95万 | 减仓 |
| SGOL | ETFS GOLD TR | $44.62万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $44.83万 | 0.03% | 1,836 | -42 | -2.2% | -$1.03万 | 减仓 |
| QUAL | ISHARES TR | $45.46万 | 0.03% | 2,370 | 2 | 0.1% | $384 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $46.22万 | 0.03% | 6,426 | 1,259 | 24.4% | $9.06万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $46.28万 | 0.03% | 11,326 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $46.57万 | 0.03% | 3,397 | 3,397 | — | $46.57万 | 新建仓 |
| ENB | ENBRIDGE INC | $46.81万 | 0.03% | 8,646 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $48.29万 | 0.03% | 10,454 | 279 | 2.7% | $1.29万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.30万 | 0.03% | 2,436 | -9 | -0.4% | -$1,785 | 减仓 |
| MO | ALTRIA GROUP INC | $49.01万 | 0.03% | 7,427 | 539 | 7.8% | $3.56万 | 加仓 |
| IREN | IREN LIMITED | $49.19万 | 0.03% | 14,350 | 14,350 | — | $49.19万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $49.38万 | 0.03% | 9,792 | -5,090 | -34.2% | -$25.67万 | 减仓 |
| SHV | ISHARES TR | $50.07万 | 0.03% | 4,536 | -1,074 | -19.1% | -$11.85万 | 减仓 |
| IAUM | ISHARES GOLD TR | $50.90万 | 0.03% | 10,899 | 1,093 | 11.1% | $5.10万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.51万 | 0.03% | 13,613 | -5,983 | -30.5% | -$22.64万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $52.25万 | 0.04% | 15,858 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $52.82万 | 0.04% | 1,217 | -22 | -1.8% | -$9,549 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $53.18万 | 0.04% | 4,858 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $53.30万 | 0.04% | 2,100 | 2,100 | — | $53.30万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $53.93万 | 0.04% | 8,300 | 100 | 1.2% | $6,497 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $54.00万 | 0.04% | 4,124 | -33 | -0.8% | -$4,321 | 减仓 |
| NEE | NEXTERA ENERGY INC | $54.16万 | 0.04% | 5,831 | 102 | 1.8% | $9,473 | 加仓 |
| VGT | VANGUARD WORLD FD | $54.56万 | 0.04% | 782 | 30 | 4.0% | $2.09万 | 加仓 |
| SHEL | SHELL PLC | $54.63万 | 0.04% | 5,874 | 2,510 | 74.6% | $23.34万 | 加仓 |
| BAC | BANK AMERICA CORP | $54.78万 | 0.04% | 11,237 | 1,965 | 21.2% | $9.58万 | 加仓 |
| CRWV | COREWEAVE INC | $54.82万 | 0.04% | 7,076 | -625 | -8.1% | -$4.84万 | 减仓 |
| IWR | ISHARES TR | $55.48万 | 0.04% | 5,707 | 70 | 1.2% | $6,806 | 加仓 |
| UNP | UNION PAC CORP | $55.49万 | 0.04% | 2,287 | 8 | 0.4% | $1,941 | 加仓 |
| USMV | ISHARES TR | $55.71万 | 0.04% | 6,007 | 84 | 1.4% | $7,790 | 加仓 |
| CME | CME GROUP INC | $56.64万 | 0.04% | 1,918 | 24 | 1.3% | $7,087 | 加仓 |
| IVW | ISHARES TR | $57.81万 | 0.04% | 5,111 | 76 | 1.5% | $8,596 | 加仓 |
| IDXX | IDEXX LABS INC | $58.62万 | 0.04% | 1,043 | -2 | -0.2% | -$1,124 | 减仓 |
| AMGN | AMGEN INC | $59.17万 | 0.04% | 1,682 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $59.33万 | 0.04% | 6,440 | -548 | -7.8% | -$5.05万 | 减仓 |
| GEV | GE VERNOVA INC | $59.51万 | 0.04% | 682 | -117 | -14.6% | -$10.21万 | 减仓 |
| IEFA | ISHARES TR | $59.56万 | 0.04% | 6,579 | 119 | 1.8% | $1.08万 | 加仓 |
| SO | SOUTHERN CO | $60.23万 | 0.04% | 6,240 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $60.56万 | 0.04% | 2,238 | 120 | 5.7% | $3.25万 | 加仓 |
| XEL | XCEL ENERGY INC | $60.97万 | 0.04% | 7,675 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $61.05万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.26万 | 0.04% | 3,015 | -35 | -1.1% | -$7,111 | 减仓 |
| WELL | WELLTOWER INC | $61.49万 | 0.04% | 3,110 | -143 | -4.4% | -$2.83万 | 减仓 |
| BIL | SPDR SERIES TRUST | $61.70万 | 0.04% | 6,733 | -2,331 | -25.7% | -$21.36万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $62.91万 | 0.04% | 3,833 | -1,768 | -31.6% | -$29.02万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $63.86万 | 0.04% | 12,872 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $65.00万 | 0.04% | 1,208 | -11 | -0.9% | -$5,919 | 减仓 |
| ET | ENERGY TRANSFER L P | $65.33万 | 0.04% | 33,849 | 1,601 | 5.0% | $3.09万 | 加仓 |
| IAK | ISHARES TR | $65.53万 | 0.04% | 5,108 | -201 | -3.8% | -$2.58万 | 减仓 |
| IEI | ISHARES TR | $65.74万 | 0.04% | 5,543 | -451 | -7.5% | -$5.35万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $66.78万 | 0.05% | 979 | 2 | 0.2% | $1,364 | 加仓 |
| GLW | CORNING INC | $66.99万 | 0.05% | 4,927 | -13 | -0.3% | -$1,767 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $68.73万 | 0.05% | 3,963 | -20 | -0.5% | -$3,469 | 减仓 |
| PSX | PHILLIPS 66 | $70.31万 | 0.05% | 3,859 | 1,000 | 35.0% | $18.22万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.51万 | 0.05% | 2,116 | -86 | -3.9% | -$2.91万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $71.54万 | 0.05% | 10,088 | 2 | 0.0% | $142 | 加仓 |
| HACK | AMPLIFY ETF TR | $72.12万 | 0.05% | 9,605 | -336 | -3.4% | -$2.52万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $72.54万 | 0.05% | 1,452 | -30 | -2.0% | -$1.50万 | 减仓 |
| GE | GE AEROSPACE | $73.17万 | 0.05% | 2,578 | 155 | 6.4% | $4.40万 | 加仓 |