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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $484.29万 | 0.33% | 8,391 | 78 | 0.9% | $4.50万 | 加仓 |
| CRM | SALESFORCE INC | $504.76万 | 0.34% | 27,040 | 768 | 2.9% | $14.34万 | 加仓 |
| AVGO | BROADCOM INC | $513.89万 | 0.35% | 16,603 | 213 | 1.3% | $6.59万 | 加仓 |
| SLB | SLB LIMITED | $519.57万 | 0.35% | 101,103 | 1,311 | 1.3% | $6.74万 | 加仓 |
| BLK | BLACKROCK INC | $532.94万 | 0.36% | 5,542 | -117 | -2.1% | -$11.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $542.96万 | 0.37% | 18,458 | 2,398 | 14.9% | $70.54万 | 加仓 |
| TLT | ISHARES TR | $544.01万 | 0.37% | 62,754 | -13,472 | -17.7% | -$116.79万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $551.65万 | 0.37% | 232,861 | -4,525 | -1.9% | -$10.72万 | 减仓 |
| META | META PLATFORMS INC | $570.90万 | 0.39% | 9,978 | -284 | -2.8% | -$16.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $571.81万 | 0.39% | 35,667 | 1,022 | 2.9% | $16.38万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $634.64万 | 0.43% | 352,188 | -12,704 | -3.5% | -$22.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $655.74万 | 0.44% | 37,600 | 200 | 0.5% | $3.49万 | 加仓 |
| V | VISA INC | $662.33万 | 0.45% | 21,914 | -242 | -1.1% | -$7.31万 | 减仓 |
| GOOGL | ALPHABET INC | $665.30万 | 0.45% | 23,136 | 222 | 1.0% | $6.38万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $665.52万 | 0.45% | 259,562 | 1,214 | 0.5% | $3.11万 | 加仓 |
| — | HONEYWELL INTL INC | $692.06万 | 0.47% | 30,618 | 52 | 0.2% | $1.18万 | 加仓 |
| CSX | CSX CORP | $736.28万 | 0.50% | 179,362 | 593 | 0.3% | $2.43万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $763.18万 | 0.52% | 232,738 | 13,008 | 5.9% | $42.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $842.29万 | 0.57% | 167,786 | -2,735 | -1.6% | -$13.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $891.13万 | 0.60% | 67,509 | -485 | -0.7% | -$6.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $910.48万 | 0.62% | 14,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $991.26万 | 0.67% | 48,728 | -461 | -0.9% | -$9.38万 | 减仓 |
| RTX | RTX CORPORATION | $1,347.34万 | 0.91% | 69,847 | -1,142 | -1.6% | -$22.03万 | 减仓 |
| WMT | WALMART INC | $1,351.83万 | 0.92% | 108,773 | -846 | -0.8% | -$10.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,352.60万 | 0.92% | 20,798 | 231 | 1.1% | $15.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,623.74万 | 1.10% | 286,475 | -9,364 | -3.2% | -$53.08万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $1,699.77万 | 1.15% | 540,812 | 63,699 | 13.4% | $200.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,725.26万 | 1.17% | 50,477 | -644 | -1.3% | -$22.01万 | 减仓 |
| GOOG | ALPHABET INC | $2,039.74万 | 1.38% | 71,106 | -1,884 | -2.6% | -$54.04万 | 减仓 |
| AMZN | AMAZON COM INC | $2,208.36万 | 1.50% | 106,034 | 1,234 | 1.2% | $25.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,254.51万 | 1.53% | 60,905 | -615 | -1.0% | -$22.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,970.51万 | 2.01% | 170,328 | 4,299 | 2.6% | $74.97万 | 加仓 |
| IVV | ISHARES TR | $3,427.72万 | 2.32% | 52,475 | -461 | -0.9% | -$30.11万 | 减仓 |
| COWZ | PACER FDS TR | $3,542.46万 | 2.40% | 566,250 | -384,117 | -40.4% | -$2,403.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,352.60万 | 3.62% | 111,699 | -3,552 | -3.1% | -$170.21万 | 减仓 |
| AAPL | APPLE INC | $5,886.07万 | 3.99% | 231,927 | 8,549 | 3.8% | $216.96万 | 加仓 |
| MOAT | VANECK ETF TRUST | $6,501.01万 | 4.40% | 672,286 | 31,472 | 4.9% | $304.33万 | 加仓 |
| QUS | SPDR SERIES TRUST | $9,295.85万 | 6.29% | 541,590 | 14,543 | 2.8% | $249.62万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.07亿 | 7.22% | 852,009 | 22,874 | 2.8% | $286.22万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.27亿 | 8.59% | 1,686,924 | 18,817 | 1.1% | $141.49万 | 加仓 |
| PTLC | PACER FDS TR | $1.32亿 | 8.91% | 2,507,224 | 94,279 | 3.9% | $494.59万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.96亿 | 13.24% | 1,058,545 | -1,844 | -0.2% | -$34.06万 | 减仓 |