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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $1.96亿 | 13.24% | 1,058,545 | -1,844 | -0.2% | -$34.06万 | 减仓 |
| PTLC | PACER FDS TR | $1.32亿 | 8.91% | 2,507,224 | 94,279 | 3.9% | $494.59万 | 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 |
| GSLC | GOLDMAN SACHS ETF TR | $1.07亿 | 7.22% | 852,009 | 22,874 | 2.8% | $286.22万 | 加仓 |
| QUS | SPDR SERIES TRUST | $9,295.85万 | 6.29% | 541,590 | 14,543 | 2.8% | $249.62万 | 加仓 |
| MOAT | VANECK ETF TRUST | $6,501.01万 | 4.40% | 672,286 | 31,472 | 4.9% | $304.33万 | 加仓 |
| AAPL | APPLE INC | $5,886.07万 | 3.99% | 231,927 | 8,549 | 3.8% | $216.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,352.60万 | 3.62% | 111,699 | -3,552 | -3.1% | -$170.21万 | 减仓 |
| COWZ | PACER FDS TR | $3,542.46万 | 2.40% | 566,250 | -384,117 | -40.4% | -$2,403.04万 | 减仓 |
| IVV | ISHARES TR | $3,427.72万 | 2.32% | 52,475 | -461 | -0.9% | -$30.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,970.51万 | 2.01% | 170,328 | 4,299 | 2.6% | $74.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,254.51万 | 1.53% | 60,905 | -615 | -1.0% | -$22.77万 | 减仓 |
| AMZN | AMAZON COM INC | $2,208.36万 | 1.50% | 106,034 | 1,234 | 1.2% | $25.70万 | 加仓 |
| GOOG | ALPHABET INC | $2,039.74万 | 1.38% | 71,106 | -1,884 | -2.6% | -$54.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,725.26万 | 1.17% | 50,477 | -644 | -1.3% | -$22.01万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $1,699.77万 | 1.15% | 540,812 | 63,699 | 13.4% | $200.21万 | 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 |
| 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 |
| WMT | WALMART INC | $1,351.83万 | 0.92% | 108,773 | -846 | -0.8% | -$10.51万 | 减仓 |
| RTX | RTX CORPORATION | $1,347.34万 | 0.91% | 69,847 | -1,142 | -1.6% | -$22.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $991.26万 | 0.67% | 48,728 | -461 | -0.9% | -$9.38万 | 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 |
| COP | CONOCOPHILLIPS | $891.13万 | 0.60% | 67,509 | -485 | -0.7% | -$6.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $842.29万 | 0.57% | 167,786 | -2,735 | -1.6% | -$13.73万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $763.18万 | 0.52% | 232,738 | 13,008 | 5.9% | $42.65万 | 加仓 |
| CSX | CSX CORP | $736.28万 | 0.50% | 179,362 | 593 | 0.3% | $2.43万 | 加仓 |
| — | HONEYWELL INTL INC | $692.06万 | 0.47% | 30,618 | 52 | 0.2% | $1.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $665.52万 | 0.45% | 259,562 | 1,214 | 0.5% | $3.11万 | 加仓 |
| GOOGL | ALPHABET INC | $665.30万 | 0.45% | 23,136 | 222 | 1.0% | $6.38万 | 加仓 |
| V | VISA INC | $662.33万 | 0.45% | 21,914 | -242 | -1.1% | -$7.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $655.74万 | 0.44% | 37,600 | 200 | 0.5% | $3.49万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $634.64万 | 0.43% | 352,188 | -12,704 | -3.5% | -$22.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $571.81万 | 0.39% | 35,667 | 1,022 | 2.9% | $16.38万 | 加仓 |
| META | META PLATFORMS INC | $570.90万 | 0.39% | 9,978 | -284 | -2.8% | -$16.25万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $551.65万 | 0.37% | 232,861 | -4,525 | -1.9% | -$10.72万 | 减仓 |
| TLT | ISHARES TR | $544.01万 | 0.37% | 62,754 | -13,472 | -17.7% | -$116.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $542.96万 | 0.37% | 18,458 | 2,398 | 14.9% | $70.54万 | 加仓 |
| BLK | BLACKROCK INC | $532.94万 | 0.36% | 5,542 | -117 | -2.1% | -$11.25万 | 减仓 |
| SLB | SLB LIMITED | $519.57万 | 0.35% | 101,103 | 1,311 | 1.3% | $6.74万 | 加仓 |
| AVGO | BROADCOM INC | $513.89万 | 0.35% | 16,603 | 213 | 1.3% | $6.59万 | 加仓 |
| CRM | SALESFORCE INC | $504.76万 | 0.34% | 27,040 | 768 | 2.9% | $14.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $484.29万 | 0.33% | 8,391 | 78 | 0.9% | $4.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $477.39万 | 0.32% | 9,712 | -23 | -0.2% | -$1.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $454.14万 | 0.31% | 4,558 | 1,133 | 33.1% | $112.89万 | 加仓 |
| GLD | SPDR GOLD TR | $444.62万 | 0.30% | 10,333 | -969 | -8.6% | -$41.70万 | 减仓 |
| TSLA | TESLA INC | $443.44万 | 0.30% | 11,928 | 233 | 2.0% | $8.66万 | 加仓 |
| MDT | MEDTRONIC PLC | $440.58万 | 0.30% | 50,845 | -2,228 | -4.2% | -$19.31万 | 减仓 |
| NVO | NOVO-NORDISK A S | $440.17万 | 0.30% | 119,774 | 3,757 | 3.2% | $13.81万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $432.14万 | 0.29% | 20,008 | -1,279 | -6.0% | -$27.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $416.03万 | 0.28% | 6,962 | 357 | 5.4% | $21.33万 | 加仓 |
| ADBE | ADOBE INC | $411.48万 | 0.28% | 16,928 | 563 | 3.4% | $13.69万 | 加仓 |
| IGV | ISHARES TR | $402.64万 | 0.27% | 50,298 | 975 | 2.0% | $7.80万 | 加仓 |
| — | EXXON MOBIL CORP | $366.87万 | 0.25% | 21,624 | -1,031 | -4.6% | -$17.49万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $335.97万 | 0.23% | 56,915 | 7,362 | 14.9% | $43.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $329.97万 | 0.22% | 13,499 | -403 | -2.9% | -$9.85万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $305.76万 | 0.21% | 91,368 | -1,486 | -1.6% | -$4.97万 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $291.38万 | 0.20% | 208,725 | -29,320 | -12.3% | -$40.93万 | 减仓 |
| ZTS | ZOETIS INC | $285.22万 | 0.19% | 24,129 | 1,229 | 5.4% | $14.53万 | 加仓 |
| LLY | ELI LILLY & CO | $282.83万 | 0.19% | 3,075 | 149 | 5.1% | $13.70万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $282.63万 | 0.19% | 45,090 | 3,125 | 7.4% | $19.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $261.42万 | 0.18% | 17,871 | 945 | 5.6% | $13.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $259.83万 | 0.18% | 8,099 | -280 | -3.3% | -$8.98万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $248.52万 | 0.17% | 31,434 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $248.38万 | 0.17% | 49,340 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $245.73万 | 0.17% | 16,050 | 618 | 4.0% | $9.46万 | 加仓 |
| MCK | MCKESSON CORP | $227.14万 | 0.15% | 2,625 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $224.80万 | 0.15% | 33,078 | -3,670 | -10.0% | -$24.94万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $224.69万 | 0.15% | 15,326 | -28 | -0.2% | -$4,105 | 减仓 |
| DIVO | AMPLIFY ETF TR | $224.03万 | 0.15% | 49,950 | 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 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $213.64万 | 0.14% | 1,451 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $206.73万 | 0.14% | 21,501 | 1,314 | 6.5% | $12.63万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $193.68万 | 0.13% | 8,151 | 312 | 4.0% | $7.41万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $188.23万 | 0.13% | 47,295 | -634 | -1.3% | -$2.52万 | 减仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $182.33万 | 0.12% | 310,606 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $182.15万 | 0.12% | 4,272 | 332 | 8.4% | $14.16万 | 加仓 |
| PEP | PEPSICO INC | $175.62万 | 0.12% | 11,309 | 3,170 | 38.9% | $49.23万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $170.64万 | 0.12% | 3,821 | -341 | -8.2% | -$15.23万 | 减仓 |
| CSCO | CISCO SYS INC | $167.93万 | 0.11% | 21,643 | 498 | 2.4% | $3.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $167.78万 | 0.11% | 8,109 | 350 | 4.5% | $7.24万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $167.18万 | 0.11% | 27,030 | 10,335 | 61.9% | $63.92万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $166.04万 | 0.11% | 33,282 | -5,799 | -14.8% | -$28.93万 | 减仓 |
| SMH | VANECK ETF TRUST | $163.14万 | 0.11% | 4,255 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $160.95万 | 0.11% | 16,439 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $160.51万 | 0.11% | 4,097 | 12 | 0.3% | $4,701 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $160.42万 | 0.11% | 41,008 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $154.75万 | 0.10% | 15,374 | 506 | 3.4% | $5.09万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $152.69万 | 0.10% | 6,972 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $152.35万 | 0.10% | 4,259 | 75 | 1.8% | $2.68万 | 加仓 |
| MCD | MCDONALDS CORP | $150.84万 | 0.10% | 4,854 | -30 | -0.6% | -$9,323 | 减仓 |
| HD | HOME DEPOT INC | $143.73万 | 0.10% | 4,370 | 278 | 6.8% | $9.14万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $142.93万 | 0.10% | 11,229 | 229 | 2.1% | $2.91万 | 加仓 |
| OKE | ONEOK INC NEW | $135.87万 | 0.09% | 15,031 | 826 | 5.8% | $7.47万 | 加仓 |
| ABBV | ABBVIE INC | $131.02万 | 0.09% | 6,024 | 194 | 3.3% | $4.22万 | 加仓 |
| BX | BLACKSTONE INC | $130.21万 | 0.09% | 11,324 | 4 | 0.0% | $460 | 加仓 |
| CAT | CATERPILLAR INC | $129.61万 | 0.09% | 1,829 | 249 | 15.8% | $17.65万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $123.26万 | 0.08% | 3,845 | -21 | -0.5% | -$6,732 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $122.54万 | 0.08% | 10,998 | -150 | -1.3% | -$1.67万 | 减仓 |
| LOW | LOWES COS INC | $122.23万 | 0.08% | 5,173 | -118 | -2.2% | -$2.79万 | 减仓 |