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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $122.08万 | 0.08% | 6,227 | 10 | 0.2% | $1,960 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.13万 | 0.08% | 8,386 | -134 | -1.6% | -$1.94万 | 减仓 |
| TJX | TJX COS INC NEW | $121.08万 | 0.08% | 7,582 | -46 | -0.6% | -$7,346 | 减仓 |
| ITA | ISHARES TR | $118.63万 | 0.08% | 5,423 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $117.94万 | 0.08% | 4,866 | 183 | 3.9% | $4.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $111.18万 | 0.08% | 3,291 | 160 | 5.1% | $5.41万 | 加仓 |
| WMB | WILLIAMS COS INC | $110.10万 | 0.07% | 15,128 | -707 | -4.5% | -$5.15万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $109.26万 | 0.07% | 4,039 | -257 | -6.0% | -$6.95万 | 减仓 |
| TXN | TEXAS INSTRS INC | $107.93万 | 0.07% | 5,560 | -293 | -5.0% | -$5.69万 | 减仓 |
| ITOT | ISHARES TR | $107.38万 | 0.07% | 7,539 | 34 | 0.5% | $4,843 | 加仓 |
| — | PLAYBOY INC | $104.88万 | 0.07% | 690,000 | 240,000 | 53.3% | $36.48万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $104.14万 | 0.07% | 5,000 | -6,000 | -54.5% | -$124.96万 | 减仓 |
| CI | THE CIGNA GROUP | $103.01万 | 0.07% | 3,862 | -1 | -0.0% | -$267 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.41万 | 0.07% | 2,410 | -10 | -0.4% | -$4,167 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $98.32万 | 0.07% | 4,726 | 1,593 | 50.8% | $33.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.27万 | 0.07% | 4,523 | 30 | 0.7% | $6,452 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.20万 | 0.07% | 2,109 | -27 | -1.3% | -$1.24万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $95.75万 | 0.06% | 5,791 | 85 | 1.5% | $1.41万 | 加仓 |
| — | STELLAR BANCORP INC | $92.10万 | 0.06% | 25,156 | 3 | 0.0% | $110 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $91.55万 | 0.06% | 9,895 | 12 | 0.1% | $1,110 | 加仓 |
| KO | COCA COLA CO | $90.69万 | 0.06% | 11,925 | 984 | 9.0% | $7.48万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $90.15万 | 0.06% | 3,177 | -149 | -4.5% | -$4.23万 | 减仓 |
| ACWI | ISHARES TR | $88.03万 | 0.06% | 6,362 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $87.58万 | 0.06% | 15,479 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $87.32万 | 0.06% | 4,846 | 23 | 0.5% | $4,145 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.59万 | 0.06% | 4,460 | 16 | 0.4% | $3,071 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $84.76万 | 0.06% | 8,787 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $83.70万 | 0.06% | 4,206 | 493 | 13.3% | $9.81万 | 加仓 |
| IVLU | ISHARES TR | $83.66万 | 0.06% | 21,083 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $81.85万 | 0.06% | 4,973 | 227 | 4.8% | $3.74万 | 加仓 |
| DE | DEERE & CO | $80.85万 | 0.05% | 1,435 | 51 | 3.7% | $2.87万 | 加仓 |
| MSCI | MSCI INC | $80.80万 | 0.05% | 1,499 | 26 | 1.8% | $1.40万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $79.25万 | 0.05% | 21,094 | -1,317 | -5.9% | -$4.95万 | 减仓 |
| T | AT&T INC | $79.05万 | 0.05% | 27,268 | 2,918 | 12.0% | $8.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $78.60万 | 0.05% | 8,364 | -137 | -1.6% | -$1.29万 | 减仓 |
| TRGP | TARGA RES CORP | $78.50万 | 0.05% | 3,131 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $76.38万 | 0.05% | 2,401 | 22 | 0.9% | $6,999 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $76.15万 | 0.05% | 27,996 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $75.88万 | 0.05% | 575 | 36 | 6.7% | $4.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $74.83万 | 0.05% | 1,713 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $74.56万 | 0.05% | 5,598 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $73.88万 | 0.05% | 1,222 | 3 | 0.2% | $1,814 | 加仓 |
| GE | GE AEROSPACE | $73.17万 | 0.05% | 2,578 | 155 | 6.4% | $4.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.54万 | 0.05% | 1,452 | -30 | -2.0% | -$1.50万 | 减仓 |
| HACK | AMPLIFY ETF TR | $72.12万 | 0.05% | 9,605 | -336 | -3.4% | -$2.52万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $71.54万 | 0.05% | 10,088 | 2 | 0.0% | $142 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.51万 | 0.05% | 2,116 | -86 | -3.9% | -$2.91万 | 减仓 |
| PSX | PHILLIPS 66 | $70.31万 | 0.05% | 3,859 | 1,000 | 35.0% | $18.22万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $68.73万 | 0.05% | 3,963 | -20 | -0.5% | -$3,469 | 减仓 |
| GLW | CORNING INC | $66.99万 | 0.05% | 4,927 | -13 | -0.3% | -$1,767 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $66.78万 | 0.05% | 979 | 2 | 0.2% | $1,364 | 加仓 |
| IEI | ISHARES TR | $65.74万 | 0.04% | 5,543 | -451 | -7.5% | -$5.35万 | 减仓 |
| IAK | ISHARES TR | $65.53万 | 0.04% | 5,108 | -201 | -3.8% | -$2.58万 | 减仓 |
| ET | ENERGY TRANSFER L P | $65.33万 | 0.04% | 33,849 | 1,601 | 5.0% | $3.09万 | 加仓 |
| CMI | CUMMINS INC | $65.00万 | 0.04% | 1,208 | -11 | -0.9% | -$5,919 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $63.86万 | 0.04% | 12,872 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $62.91万 | 0.04% | 3,833 | -1,768 | -31.6% | -$29.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $61.70万 | 0.04% | 6,733 | -2,331 | -25.7% | -$21.36万 | 减仓 |
| WELL | WELLTOWER INC | $61.49万 | 0.04% | 3,110 | -143 | -4.4% | -$2.83万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.26万 | 0.04% | 3,015 | -35 | -1.1% | -$7,111 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $61.05万 | 0.04% | 1,037 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $60.97万 | 0.04% | 7,675 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $60.56万 | 0.04% | 2,238 | 120 | 5.7% | $3.25万 | 加仓 |
| SO | SOUTHERN CO | $60.23万 | 0.04% | 6,240 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $59.56万 | 0.04% | 6,579 | 119 | 1.8% | $1.08万 | 加仓 |
| GEV | GE VERNOVA INC | $59.51万 | 0.04% | 682 | -117 | -14.6% | -$10.21万 | 减仓 |
| PAYX | PAYCHEX INC | $59.33万 | 0.04% | 6,440 | -548 | -7.8% | -$5.05万 | 减仓 |
| AMGN | AMGEN INC | $59.17万 | 0.04% | 1,682 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $58.62万 | 0.04% | 1,043 | -2 | -0.2% | -$1,124 | 减仓 |
| IVW | ISHARES TR | $57.81万 | 0.04% | 5,111 | 76 | 1.5% | $8,596 | 加仓 |
| CME | CME GROUP INC | $56.64万 | 0.04% | 1,918 | 24 | 1.3% | $7,087 | 加仓 |
| USMV | ISHARES TR | $55.71万 | 0.04% | 6,007 | 84 | 1.4% | $7,790 | 加仓 |
| UNP | UNION PAC CORP | $55.49万 | 0.04% | 2,287 | 8 | 0.4% | $1,941 | 加仓 |
| IWR | ISHARES TR | $55.48万 | 0.04% | 5,707 | 70 | 1.2% | $6,806 | 加仓 |
| CRWV | COREWEAVE INC | $54.82万 | 0.04% | 7,076 | -625 | -8.1% | -$4.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $54.78万 | 0.04% | 11,237 | 1,965 | 21.2% | $9.58万 | 加仓 |
| SHEL | SHELL PLC | $54.63万 | 0.04% | 5,874 | 2,510 | 74.6% | $23.34万 | 加仓 |
| VGT | VANGUARD WORLD FD | $54.56万 | 0.04% | 782 | 30 | 4.0% | $2.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $54.16万 | 0.04% | 5,831 | 102 | 1.8% | $9,473 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $54.00万 | 0.04% | 4,124 | -33 | -0.8% | -$4,321 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $53.93万 | 0.04% | 8,300 | 100 | 1.2% | $6,497 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $53.30万 | 0.04% | 2,100 | 2,100 | — | $53.30万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $53.18万 | 0.04% | 4,858 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $52.82万 | 0.04% | 1,217 | -22 | -1.8% | -$9,549 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $52.25万 | 0.04% | 15,858 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.51万 | 0.03% | 13,613 | -5,983 | -30.5% | -$22.64万 | 减仓 |
| IAUM | ISHARES GOLD TR | $50.90万 | 0.03% | 10,899 | 1,093 | 11.1% | $5.10万 | 加仓 |
| SHV | ISHARES TR | $50.07万 | 0.03% | 4,536 | -1,074 | -19.1% | -$11.85万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $49.38万 | 0.03% | 9,792 | -5,090 | -34.2% | -$25.67万 | 减仓 |
| IREN | IREN LIMITED | $49.19万 | 0.03% | 14,350 | 14,350 | — | $49.19万 | 新建仓 |
| MO | ALTRIA GROUP INC | $49.01万 | 0.03% | 7,427 | 539 | 7.8% | $3.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.30万 | 0.03% | 2,436 | -9 | -0.4% | -$1,785 | 减仓 |
| IUSB | ISHARES TR | $48.29万 | 0.03% | 10,454 | 279 | 2.7% | $1.29万 | 加仓 |
| ENB | ENBRIDGE INC | $46.81万 | 0.03% | 8,646 | 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 |
| PNOV | INNOVATOR ETFS TRUST | $46.28万 | 0.03% | 11,326 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $46.22万 | 0.03% | 6,426 | 1,259 | 24.4% | $9.06万 | 加仓 |
| QUAL | ISHARES TR | $45.46万 | 0.03% | 2,370 | 2 | 0.1% | $384 | 加仓 |
| MPC | MARATHON PETE CORP | $44.83万 | 0.03% | 1,836 | -42 | -2.2% | -$1.03万 | 减仓 |
| SGOL | ETFS GOLD TR | $44.62万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |