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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $73.88万 | 0.05% | 1,222 | 3 | 0.2% | $1,814 | 加仓 |
| NLR | VANECK ETF TRUST | $74.56万 | 0.05% | 5,598 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $74.83万 | 0.05% | 1,713 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $75.88万 | 0.05% | 575 | 36 | 6.7% | $4.75万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $76.15万 | 0.05% | 27,996 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $76.38万 | 0.05% | 2,401 | 22 | 0.9% | $6,999 | 加仓 |
| TRGP | TARGA RES CORP | $78.50万 | 0.05% | 3,131 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $78.60万 | 0.05% | 8,364 | -137 | -1.6% | -$1.29万 | 减仓 |
| T | AT&T INC | $79.05万 | 0.05% | 27,268 | 2,918 | 12.0% | $8.46万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $79.25万 | 0.05% | 21,094 | -1,317 | -5.9% | -$4.95万 | 减仓 |
| MSCI | MSCI INC | $80.80万 | 0.05% | 1,499 | 26 | 1.8% | $1.40万 | 加仓 |
| DE | DEERE & CO | $80.85万 | 0.05% | 1,435 | 51 | 3.7% | $2.87万 | 加仓 |
| MS | MORGAN STANLEY | $81.85万 | 0.06% | 4,973 | 227 | 4.8% | $3.74万 | 加仓 |
| IVLU | ISHARES TR | $83.66万 | 0.06% | 21,083 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $83.70万 | 0.06% | 4,206 | 493 | 13.3% | $9.81万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $84.76万 | 0.06% | 8,787 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.59万 | 0.06% | 4,460 | 16 | 0.4% | $3,071 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $87.32万 | 0.06% | 4,846 | 23 | 0.5% | $4,145 | 加仓 |
| SPYV | SPDR SERIES TRUST | $87.58万 | 0.06% | 15,479 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $88.03万 | 0.06% | 6,362 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $90.15万 | 0.06% | 3,177 | -149 | -4.5% | -$4.23万 | 减仓 |
| KO | COCA COLA CO | $90.69万 | 0.06% | 11,925 | 984 | 9.0% | $7.48万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $91.55万 | 0.06% | 9,895 | 12 | 0.1% | $1,110 | 加仓 |
| — | STELLAR BANCORP INC | $92.10万 | 0.06% | 25,156 | 3 | 0.0% | $110 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $95.75万 | 0.06% | 5,791 | 85 | 1.5% | $1.41万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.20万 | 0.07% | 2,109 | -27 | -1.3% | -$1.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.27万 | 0.07% | 4,523 | 30 | 0.7% | $6,452 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $98.32万 | 0.07% | 4,726 | 1,593 | 50.8% | $33.14万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.41万 | 0.07% | 2,410 | -10 | -0.4% | -$4,167 | 减仓 |
| CI | THE CIGNA GROUP | $103.01万 | 0.07% | 3,862 | -1 | -0.0% | -$267 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $104.14万 | 0.07% | 5,000 | -6,000 | -54.5% | -$124.96万 | 减仓 |
| — | PLAYBOY INC | $104.88万 | 0.07% | 690,000 | 240,000 | 53.3% | $36.48万 | 加仓 |
| ITOT | ISHARES TR | $107.38万 | 0.07% | 7,539 | 34 | 0.5% | $4,843 | 加仓 |
| TXN | TEXAS INSTRS INC | $107.93万 | 0.07% | 5,560 | -293 | -5.0% | -$5.69万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $109.26万 | 0.07% | 4,039 | -257 | -6.0% | -$6.95万 | 减仓 |
| WMB | WILLIAMS COS INC | $110.10万 | 0.07% | 15,128 | -707 | -4.5% | -$5.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $111.18万 | 0.08% | 3,291 | 160 | 5.1% | $5.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $117.94万 | 0.08% | 4,866 | 183 | 3.9% | $4.44万 | 加仓 |
| ITA | ISHARES TR | $118.63万 | 0.08% | 5,423 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $121.08万 | 0.08% | 7,582 | -46 | -0.6% | -$7,346 | 减仓 |
| PG | PROCTER & GAMBLE CO | $121.13万 | 0.08% | 8,386 | -134 | -1.6% | -$1.94万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $122.08万 | 0.08% | 6,227 | 10 | 0.2% | $1,960 | 加仓 |
| LOW | LOWES COS INC | $122.23万 | 0.08% | 5,173 | -118 | -2.2% | -$2.79万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $122.54万 | 0.08% | 10,998 | -150 | -1.3% | -$1.67万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $123.26万 | 0.08% | 3,845 | -21 | -0.5% | -$6,732 | 减仓 |
| CAT | CATERPILLAR INC | $129.61万 | 0.09% | 1,829 | 249 | 15.8% | $17.65万 | 加仓 |
| BX | BLACKSTONE INC | $130.21万 | 0.09% | 11,324 | 4 | 0.0% | $460 | 加仓 |
| ABBV | ABBVIE INC | $131.02万 | 0.09% | 6,024 | 194 | 3.3% | $4.22万 | 加仓 |
| OKE | ONEOK INC NEW | $135.87万 | 0.09% | 15,031 | 826 | 5.8% | $7.47万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $142.93万 | 0.10% | 11,229 | 229 | 2.1% | $2.91万 | 加仓 |
| HD | HOME DEPOT INC | $143.73万 | 0.10% | 4,370 | 278 | 6.8% | $9.14万 | 加仓 |
| MCD | MCDONALDS CORP | $150.84万 | 0.10% | 4,854 | -30 | -0.6% | -$9,323 | 减仓 |
| ETN | EATON CORP PLC | $152.35万 | 0.10% | 4,259 | 75 | 1.8% | $2.68万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $152.69万 | 0.10% | 6,972 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $154.75万 | 0.10% | 15,374 | 506 | 3.4% | $5.09万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $160.42万 | 0.11% | 41,008 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $160.51万 | 0.11% | 4,097 | 12 | 0.3% | $4,701 | 加仓 |
| SPYG | SPDR SERIES TRUST | $160.95万 | 0.11% | 16,439 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $163.14万 | 0.11% | 4,255 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $166.04万 | 0.11% | 33,282 | -5,799 | -14.8% | -$28.93万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $167.18万 | 0.11% | 27,030 | 10,335 | 61.9% | $63.92万 | 加仓 |
| CVX | CHEVRON CORPORATION | $167.78万 | 0.11% | 8,109 | 350 | 4.5% | $7.24万 | 加仓 |
| CSCO | CISCO SYS INC | $167.93万 | 0.11% | 21,643 | 498 | 2.4% | $3.86万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $170.64万 | 0.12% | 3,821 | -341 | -8.2% | -$15.23万 | 减仓 |
| PEP | PEPSICO INC | $175.62万 | 0.12% | 11,309 | 3,170 | 38.9% | $49.23万 | 加仓 |
| IWF | ISHARES TR | $182.15万 | 0.12% | 4,272 | 332 | 8.4% | $14.16万 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $182.33万 | 0.12% | 310,606 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $188.23万 | 0.13% | 47,295 | -634 | -1.3% | -$2.52万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $193.68万 | 0.13% | 8,151 | 312 | 4.0% | $7.41万 | 加仓 |
| NFLX | NETFLIX INC. | $206.73万 | 0.14% | 21,501 | 1,314 | 6.5% | $12.63万 | 加仓 |
| KLAC | KLA CORP | $213.64万 | 0.14% | 1,451 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $221.04万 | 0.15% | 7,269 | -1,000 | -12.1% | -$30.41万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $224.03万 | 0.15% | 49,950 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $224.69万 | 0.15% | 15,326 | -28 | -0.2% | -$4,105 | 减仓 |
| WPC | WP CAREY INC | $224.80万 | 0.15% | 33,078 | -3,670 | -10.0% | -$24.94万 | 减仓 |
| MCK | MCKESSON CORP | $227.14万 | 0.15% | 2,625 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $245.73万 | 0.17% | 16,050 | 618 | 4.0% | $9.46万 | 加仓 |
| USFR | WISDOMTREE TR | $248.38万 | 0.17% | 49,340 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $248.52万 | 0.17% | 31,434 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $259.83万 | 0.18% | 8,099 | -280 | -3.3% | -$8.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $261.42万 | 0.18% | 17,871 | 945 | 5.6% | $13.82万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $282.63万 | 0.19% | 45,090 | 3,125 | 7.4% | $19.59万 | 加仓 |
| LLY | ELI LILLY & CO | $282.83万 | 0.19% | 3,075 | 149 | 5.1% | $13.70万 | 加仓 |
| ZTS | ZOETIS INC | $285.22万 | 0.19% | 24,129 | 1,229 | 5.4% | $14.53万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $291.38万 | 0.20% | 208,725 | -29,320 | -12.3% | -$40.93万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $305.76万 | 0.21% | 91,368 | -1,486 | -1.6% | -$4.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $329.97万 | 0.22% | 13,499 | -403 | -2.9% | -$9.85万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $335.97万 | 0.23% | 56,915 | 7,362 | 14.9% | $43.46万 | 加仓 |
| — | EXXON MOBIL CORP | $366.87万 | 0.25% | 21,624 | -1,031 | -4.6% | -$17.49万 | 减仓 |
| IGV | ISHARES TR | $402.64万 | 0.27% | 50,298 | 975 | 2.0% | $7.80万 | 加仓 |
| ADBE | ADOBE INC | $411.48万 | 0.28% | 16,928 | 563 | 3.4% | $13.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $416.03万 | 0.28% | 6,962 | 357 | 5.4% | $21.33万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $432.14万 | 0.29% | 20,008 | -1,279 | -6.0% | -$27.62万 | 减仓 |
| NVO | NOVO-NORDISK A S | $440.17万 | 0.30% | 119,774 | 3,757 | 3.2% | $13.81万 | 加仓 |
| MDT | MEDTRONIC PLC | $440.58万 | 0.30% | 50,845 | -2,228 | -4.2% | -$19.31万 | 减仓 |
| TSLA | TESLA INC | $443.44万 | 0.30% | 11,928 | 233 | 2.0% | $8.66万 | 加仓 |
| GLD | SPDR GOLD TR | $444.62万 | 0.30% | 10,333 | -969 | -8.6% | -$41.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $454.14万 | 0.31% | 4,558 | 1,133 | 33.1% | $112.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $477.39万 | 0.32% | 9,712 | -23 | -0.2% | -$1.13万 | 减仓 |