FWL INVESTMENT MANAGEMENT, LLC
Dallas TX · SEC CIK 0001829231
$4.56亿2026Q1 申报市值
346持仓数
44.9%前十大占比 · 第一大 6.0%
50 / 45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
LSTR 加仓+$1,109.13万
BIL 加仓+$1,006.53万
MDT 加仓+$868.16万
URI 加仓+$719.12万
CRCL 加仓+$496.70万
2026Q1 卖出最多 按季末市值估算
ETN 减仓-$1,216.83万
ORCL 减仓-$910.14万
GEHC 减仓-$784.89万
VRT 减仓-$620.64万
GDX 减仓-$576.62万
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 |
|---|---|---|---|---|---|---|---|---|
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $1,943 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2,076 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $2,301 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $2,446 | 0.00% | 37 | 37 | — | $2,446 | 新建仓 |
| ESNT | ESSENT GROUP LTD COM | $2,454 | 0.00% | 42 | 42 | — | $2,454 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2,623 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $2,811 | 0.00% | 4 | 4 | — | $2,811 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,993 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $3,205 | 0.00% | 15 | 15 | — | $3,205 | 新建仓 |
| PRDO | PERDOCEO ED CORP COM | $3,237 | 0.00% | 87 | 87 | — | $3,237 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP COM | $3,323 | 0.00% | 88 | 88 | — | $3,323 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $3,491 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC COM | $3,607 | 0.00% | 22 | 22 | — | $3,607 | 新建仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $3,725 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $3,789 | 0.00% | 79 | -214 | -73.0% | -$1.03万 | 重新持有 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3,792 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $3,798 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC COM | $3,946 | 0.00% | 92 | 92 | — | $3,946 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $4,003 | 0.00% | 50 | -418 | -89.3% | -$3.35万 | 减仓 |
| CNX | CNX RES CORP COM | $4,086 | 0.00% | 106 | 106 | — | $4,086 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,269 | 0.00% | 16 | 16 | — | $4,269 | 新建仓 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $4,309 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $4,340 | 0.00% | 24 | 24 | — | $4,340 | 新建仓 |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | $4,596 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $4,679 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $4,788 | 0.00% | 39 | -84 | -68.3% | -$1.03万 | 减仓 |
| EQIX | EQUINIX INC COM | $4,901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $5,009 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $5,192 | 0.00% | 6 | -30 | -83.3% | -$2.60万 | 减仓 |
| — | GLOBAL X CLOUD COMPUTING ETF | $5,460 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $5,584 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $5,890 | 0.00% | 4 | 4 | — | $5,890 | 新建仓 |
| XDEC | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $6,047 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC COM | $6,061 | 0.00% | 66 | 66 | — | $6,061 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $6,130 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $6,261 | 0.00% | 317 | -221 | -41.1% | -$4,365 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $6,329 | 0.00% | 305 | 305 | — | $6,329 | 新建仓 |
| POWL | POWELL INDS INC COM | $6,493 | 0.00% | 12 | 12 | — | $6,493 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $6,655 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $6,864 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $6,871 | 0.00% | 53 | -28 | -34.6% | -$3,630 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6,893 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $7,058 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7,079 | 0.00% | 90 | -108 | -54.5% | -$8,495 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $7,174 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $7,274 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $7,281 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $7,313 | 0.00% | 66 | 66 | — | $7,313 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $7,331 | 0.00% | 18 | -44 | -71.0% | -$1.79万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $7,566 | 0.00% | 248 | 248 | — | $7,566 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7,576 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $7,980 | 0.00% | 29 | -2 | -6.5% | -$550 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $8,035 | 0.00% | 76 | -4 | -5.0% | -$423 | 重新持有 |
| EME | EMCOR GROUP INC COM | $8,121 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $8,169 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $8,201 | 0.00% | 71 | 71 | — | $8,201 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $8,463 | 0.00% | 113 | 12 | 11.9% | $899 | 重新持有 |
| STWD | STARWOOD PPTY TR INC COM | $8,610 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $8,636 | 0.00% | 45 | -20 | -30.8% | -$3,838 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $8,780 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $8,985 | 0.00% | 83 | 83 | — | $8,985 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $9,197 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $9,290 | 0.00% | 49 | -58 | -54.2% | -$1.10万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $9,511 | 0.00% | 32 | 32 | — | $9,511 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $9,595 | 0.00% | 443 | -300 | -40.4% | -$6,498 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $9,713 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC COM | $1.03万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.04万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.04万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.05万 | 0.00% | 195 | -458 | -70.1% | -$2.48万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $1.07万 | 0.00% | 190 | 190 | — | $1.07万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $1.09万 | 0.00% | 96 | 96 | — | $1.09万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1.11万 | 0.00% | 30 | -30 | -50.0% | -$1.11万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.17万 | 0.00% | 232 | -90 | -28.0% | -$4,555 | 减仓 |
| CMI | CUMMINS INC COM | $1.18万 | 0.00% | 22 | -52 | -70.3% | -$2.80万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.34万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $1.36万 | 0.00% | 1,003 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.37万 | 0.00% | 260 | 30 | 13.0% | $1,577 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.39万 | 0.00% | 91 | 57 | 167.6% | $8,707 | 加仓 |
| ORCL | ORACLE CORP COM | $1.44万 | 0.00% | 98 | -61,867 | -99.8% | -$910.14万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.46万 | 0.00% | 72 | -364 | -83.5% | -$7.40万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $1.50万 | 0.00% | 156 | 156 | — | $1.50万 | 新建仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $1.50万 | 0.00% | 240 | 240 | — | $1.50万 | 新建仓 |
| SHAK | SHAKE SHACK INC CL A | $1.55万 | 0.00% | 175 | -50 | -22.2% | -$4,423 | 减仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $1.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.62万 | 0.00% | 58 | -51 | -46.8% | -$1.42万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1.68万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1.72万 | 0.00% | 378 | 81 | 27.3% | $3,677 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.74万 | 0.00% | 272 | -1,108 | -80.3% | -$7.10万 | 减仓 |
| GEV | GE VERNOVA INC COM | $1.75万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.89万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $1.91万 | 0.00% | 247 | -298 | -54.7% | -$2.30万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $1.91万 | 0.00% | 83 | -41 | -33.1% | -$9,422 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.92万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $1.94万 | 0.00% | 62 | 62 | — | $1.94万 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $1.98万 | 0.00% | 410 | -145 | -26.1% | -$6,998 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $1.98万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |