SFMG, LLC
PLANO TX · SEC CIK 0001512026
$16.61亿2026Q2 申报市值
344持仓数
59.4%前十大占比 · 第一大 11.0%
39 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PTLC 加仓+$823.13万
ISRG 加仓+$561.31万
QUS 加仓+$357.35万
HONA 新建仓+$333.26万
GSLC 加仓+$261.97万
2026Q2 卖出最多 按季末市值估算
MDT 清仓-$440.58万
HON 减仓-$348.03万
KMI 重新持有-$243.21万
TLT 减仓-$179.07万
HGV 清仓-$160.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $1.83亿 | 11.00% | 1,060,369 | 1,824 | 0.2% | $31.42万 | 加仓 |
| PTLC | PACER FDS TR | $1.54亿 | 9.29% | 2,648,509 | 141,285 | 5.6% | $823.13万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.54亿 | 9.28% | 1,710,162 | 23,238 | 1.4% | $209.37万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.24亿 | 7.44% | 870,472 | 18,463 | 2.2% | $261.97万 | 加仓 |
| QUS | SPDR SERIES TRUST | $1.05亿 | 6.31% | 560,714 | 19,124 | 3.5% | $357.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $7,084.14万 | 4.27% | 681,430 | 9,144 | 1.4% | $95.06万 | 加仓 |
| AAPL | APPLE INC | $6,714.55万 | 4.04% | 232,048 | 121 | 0.1% | $3.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,460.69万 | 3.29% | 109,129 | -2,570 | -2.3% | -$128.60万 | 减仓 |
| IVV | ISHARES TR | $3,813.16万 | 2.30% | 50,917 | -1,558 | -3.0% | -$116.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,576.96万 | 2.15% | 49,474 | -1,003 | -2.0% | -$72.52万 | 减仓 |
| COWZ | PACER FDS TR | $3,506.07万 | 2.11% | 563,677 | -2,573 | -0.5% | -$16.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,464.75万 | 2.09% | 173,160 | 2,832 | 1.7% | $56.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,769.46万 | 1.67% | 47,675 | -1,053 | -2.2% | -$61.17万 | 减仓 |
| AMZN | AMAZON COM INC | $2,507.86万 | 1.51% | 105,222 | -812 | -0.8% | -$19.35万 | 减仓 |
| GOOG | ALPHABET INC | $2,498.81万 | 1.50% | 70,722 | -384 | -0.5% | -$13.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,286.45万 | 1.38% | 61,296 | 391 | 0.6% | $14.59万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $1,946.26万 | 1.17% | 621,809 | 80,997 | 15.0% | $253.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,683.66万 | 1.01% | 298,098 | 11,623 | 4.1% | $65.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,680.29万 | 1.01% | 22,501 | 1,703 | 8.2% | $127.17万 | 加仓 |
| RTX | RTX CORPORATION | $1,315.49万 | 0.79% | 69,335 | -512 | -0.7% | -$9.71万 | 减仓 |
| WMT | WALMART INC | $1,257.51万 | 0.76% | 111,028 | 2,255 | 2.1% | $25.54万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,191.59万 | 0.72% | 34,942 | -725 | -2.0% | -$24.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1,067.88万 | 0.64% | 14,300 | 300 | 2.1% | $22.40万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1,028.84万 | 0.62% | 254,195 | 21,457 | 9.2% | $86.85万 | 加仓 |
| GOOGL | ALPHABET INC | $859.54万 | 0.52% | 24,052 | 916 | 4.0% | $32.73万 | 加仓 |
| CSX | CSX CORP | $843.55万 | 0.51% | 177,477 | -1,885 | -1.1% | -$8.96万 | 减仓 |
| V | VISA INC | $761.24万 | 0.46% | 22,188 | 274 | 1.3% | $9.40万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $757.28万 | 0.46% | 257,317 | -2,245 | -0.9% | -$6.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $748.34万 | 0.45% | 37,400 | -200 | -0.5% | -$4.00万 | 减仓 |
| AVGO | BROADCOM INC | $723.06万 | 0.44% | 19,141 | 2,538 | 15.3% | $95.87万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $704.11万 | 0.42% | 166,299 | -1,487 | -0.9% | -$6.30万 | 减仓 |
| COP | CONOCOPHILLIPS | $692.80万 | 0.42% | 66,641 | -868 | -1.3% | -$9.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $645.18万 | 0.39% | 16,224 | 14,115 | 669.3% | $561.31万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $635.44万 | 0.38% | 342,928 | -9,260 | -2.6% | -$17.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $609.06万 | 0.37% | 8,271 | -120 | -1.4% | -$8.84万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $608.20万 | 0.37% | 18,172 | -1,836 | -9.2% | -$61.45万 | 减仓 |
| NVO | NOVO-NORDISK A S | $580.59万 | 0.35% | 121,108 | 1,334 | 1.1% | $6.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $578.63万 | 0.35% | 17,677 | -781 | -4.2% | -$25.56万 | 减仓 |
| META | META PLATFORMS INC | $577.01万 | 0.35% | 10,244 | 266 | 2.7% | $14.98万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $548.95万 | 0.33% | 231,526 | -1,335 | -0.6% | -$3.17万 | 减仓 |
| TSLA | TESLA INC | $537.32万 | 0.32% | 12,775 | 847 | 7.1% | $35.62万 | 加仓 |
| BLK | BLACKROCK INC | $526.58万 | 0.32% | 5,476 | -66 | -1.2% | -$6.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $509.42万 | 0.31% | 7,417 | 455 | 6.5% | $31.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $493.92万 | 0.30% | 9,852 | 140 | 1.4% | $7.02万 | 加仓 |
| SLB | SLB LIMITED | $452.27万 | 0.27% | 97,284 | -3,819 | -3.8% | -$17.75万 | 减仓 |
| KLAC | KLA CORP | $439.90万 | 0.26% | 14,580 | 70 | 0.5% | $2.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $438.72万 | 0.26% | 4,690 | 132 | 2.9% | $12.35万 | 加仓 |
| IGV | ISHARES TR | $435.53万 | 0.26% | 48,072 | -2,226 | -4.4% | -$20.17万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $427.51万 | 0.26% | 47,580 | 2,490 | 5.5% | $22.37万 | 加仓 |
| LLY | ELI LILLY & CO | $410.30万 | 0.25% | 3,421 | 346 | 11.3% | $41.50万 | 加仓 |
| CRM | SALESFORCE INC | $398.05万 | 0.24% | 25,409 | -1,631 | -6.0% | -$25.55万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $395.79万 | 0.24% | 4,101 | 4 | 0.1% | $3,860 | 加仓 |
| VTI | VANGUARD INDEX FDS | $393.67万 | 0.24% | 10,639 | 2,540 | 31.4% | $93.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $377.68万 | 0.23% | 14,871 | 1,372 | 10.2% | $34.84万 | 加仓 |
| GLD | SPDR GOLD TR | $365.29万 | 0.22% | 9,916 | -417 | -4.0% | -$15.36万 | 减仓 |
| TLT | ISHARES TR | $363.25万 | 0.22% | 42,033 | -20,721 | -33.0% | -$179.07万 | 减仓 |
| HON | HONEYWELL INTL INC | $337.51万 | 0.20% | 15,074 | -15,544 | -50.8% | -$348.03万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $333.26万 | 0.20% | 15,074 | 15,074 | — | $333.26万 | 新建仓 |
| ADBE | ADOBE INC | $328.81万 | 0.20% | 16,038 | -890 | -5.3% | -$18.25万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $322.87万 | 0.19% | 63,247 | 6,332 | 11.1% | $32.32万 | 加仓 |
| — | EXXON MOBIL CORP | $309.95万 | 0.19% | 22,671 | 1,047 | 4.8% | $14.31万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $285.39万 | 0.17% | 31,434 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $283.67万 | 0.17% | 82,776 | -8,592 | -9.4% | -$29.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $278.68万 | 0.17% | 2,414 | -877 | -26.6% | -$101.24万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $258.52万 | 0.16% | 4,048 | 9 | 0.2% | $5,748 | 加仓 |
| USFR | WISDOMTREE TR | $248.43万 | 0.15% | 49,340 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $246.15万 | 0.15% | 15,514 | 188 | 1.2% | $2.98万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $243.72万 | 0.15% | 8,044 | -107 | -1.3% | -$3.24万 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $241.50万 | 0.15% | 159,722 | -49,003 | -23.5% | -$74.09万 | 减仓 |
| SMH | VANECK ETF TRUST | $241.12万 | 0.15% | 3,676 | -579 | -13.6% | -$37.98万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $240.94万 | 0.15% | 7,291 | 22 | 0.3% | $7,270 | 加仓 |
| SGOV | ISHARES TR | $235.16万 | 0.14% | 23,359 | 7,985 | 51.9% | $80.39万 | 加仓 |
| CSCO | CISCO SYS INC | $225.93万 | 0.14% | 19,235 | -2,408 | -11.1% | -$28.28万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.14% | 3 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $215.80万 | 0.13% | 47,220 | -2,730 | -5.5% | -$12.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $213.25万 | 0.13% | 18,278 | 407 | 2.3% | $4.75万 | 加仓 |
| IWF | ISHARES TR | $212.18万 | 0.13% | 17,087 | -1 | -0.0% | -$124 | 减仓 |
| CAT | CATERPILLAR INC | $204.67万 | 0.12% | 1,922 | 93 | 5.1% | $9.90万 | 加仓 |
| MCK | MCKESSON CORP | $198.71万 | 0.12% | 2,630 | 5 | 0.2% | $3,778 | 加仓 |
| SPYG | SPDR SERIES TRUST | $195.61万 | 0.12% | 16,439 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $188.49万 | 0.11% | 26,362 | -6,716 | -20.3% | -$48.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $187.87万 | 0.11% | 4,354 | 521 | 13.6% | $22.48万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $187.02万 | 0.11% | 16,379 | 329 | 2.0% | $3.76万 | 加仓 |
| PSUS | PERSHING SQUARE USA LTD | $184.83万 | 0.11% | 49,445 | 49,445 | — | $184.83万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $181.77万 | 0.11% | 3,659 | -162 | -4.2% | -$8.05万 | 减仓 |
| ETN | EATON CORP PLC | $180.53万 | 0.11% | 4,237 | -22 | -0.5% | -$9,374 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $179.27万 | 0.11% | 42,481 | -4,814 | -10.2% | -$20.32万 | 减仓 |
| TXN | TEXAS INSTRS INC | $174.96万 | 0.11% | 5,870 | 310 | 5.6% | $9.24万 | 加仓 |
| ZTS | ZOETIS INC | $170.49万 | 0.10% | 23,725 | -404 | -1.7% | -$2.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $169.75万 | 0.10% | 33,561 | 279 | 0.8% | $1.41万 | 加仓 |
| HD | HOME DEPOT INC | $168.92万 | 0.10% | 4,790 | 420 | 9.6% | $14.81万 | 加仓 |
| PEP | PEPSICO INC | $153.89万 | 0.09% | 11,366 | 57 | 0.5% | $7,718 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $148.94万 | 0.09% | 337,730 | 27,124 | 8.7% | $11.96万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $148.92万 | 0.09% | 6,989 | 17 | 0.2% | $3,622 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $147.64万 | 0.09% | 27,030 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $145.96万 | 0.09% | 5,111 | 385 | 8.1% | $10.99万 | 加仓 |
| ABBV | ABBVIE INC | $144.25万 | 0.09% | 5,732 | -292 | -4.8% | -$7.35万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $142.50万 | 0.09% | 11,309 | 80 | 0.7% | $1.01万 | 加仓 |
| NFLX | NETFLIX INC. | $142.15万 | 0.09% | 19,909 | -1,592 | -7.4% | -$11.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $140.34万 | 0.08% | 8,466 | 357 | 4.4% | $5.92万 | 加仓 |