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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC COM NEW | $2,750.06万 | 6.04% | 96,915 | 10,629 | 12.3% | $301.61万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $2,496.48万 | 5.48% | 474,255 | 81,859 | 20.9% | $430.91万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,482.95万 | 5.45% | 270,947 | 109,835 | 68.2% | $1,006.53万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,041.73万 | 4.48% | 71,175 | -3,792 | -5.1% | -$108.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2,004.05万 | 4.40% | 114,911 | 27,578 | 31.6% | $480.96万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,903.76万 | 4.18% | 261,577 | 27,744 | 11.9% | $201.92万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,785.77万 | 3.92% | 206,090 | 100,191 | 94.6% | $868.16万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $1,721.20万 | 3.78% | 187,556 | -62,833 | -25.1% | -$576.62万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,691.96万 | 3.71% | 39,321 | -4,855 | -11.0% | -$208.91万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $1,595.51万 | 3.50% | 142,000 | 38,636 | 37.4% | $434.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,446.30万 | 3.17% | 42,810 | -12,855 | -23.1% | -$434.30万 | 减仓 |
| CCJ | CAMECO CORP COM | $1,408.14万 | 3.09% | 129,651 | -23,396 | -15.3% | -$254.10万 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1,403.02万 | 3.08% | 183,761 | 26,872 | 17.1% | $205.17万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,370.45万 | 3.01% | 37,022 | -327 | -0.9% | -$12.10万 | 减仓 |
| LSTR | LANDSTAR SYS INC COM | $1,320.93万 | 2.90% | 82,399 | 69,187 | 523.7% | $1,109.13万 | 加仓 |
| CACI | CACI INTL INC CL A | $1,255.10万 | 2.76% | 23,077 | 2,343 | 11.3% | $127.43万 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $1,029.35万 | 2.26% | 397,433 | 53,541 | 15.6% | $138.67万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $925.34万 | 2.03% | 922,577 | -331,270 | -26.4% | -$332.26万 | 减仓 |
| URI | UNITED RENTALS INC COM | $723.20万 | 1.59% | 9,926 | 9,870 | 17,625.0% | $719.12万 | 加仓 |
| AAPL | APPLE INC COM | $617.71万 | 1.36% | 24,339 | -678 | -2.7% | -$17.21万 | 减仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $598.39万 | 1.31% | 48,645 | 6,897 | 16.5% | $84.84万 | 加仓 |
| QCOM | QUALCOMM INC COM | $585.65万 | 1.29% | 45,477 | 29,602 | 186.5% | $381.22万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $556.94万 | 1.22% | 162,469 | -75,390 | -31.7% | -$258.44万 | 减仓 |
| AMZN | AMAZON COM INC COM | $513.78万 | 1.13% | 24,669 | -1,343 | -5.2% | -$27.97万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $499.96万 | 1.10% | 42,269 | 4,299 | 11.3% | $50.85万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $496.73万 | 1.09% | 52,063 | 52,060 | 1,735,333.3% | $496.70万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $477.33万 | 1.05% | 67,697 | 26,465 | 64.2% | $186.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $452.34万 | 0.99% | 15,377 | 1,201 | 8.5% | $35.33万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $444.66万 | 0.98% | 53,853 | 41,368 | 331.3% | $341.58万 | 加仓 |
| TSLA | TESLA INC COM | $420.97万 | 0.92% | 11,324 | 3,278 | 40.7% | $121.86万 | 加仓 |
| WMT | WALMART INC COM | $409.89万 | 0.90% | 32,981 | -282 | -0.8% | -$3.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $386.91万 | 0.85% | 8,074 | 22 | 0.3% | $1.05万 | 加仓 |
| APTV | APTIV PLC COM SHS | $354.85万 | 0.78% | 51,102 | 51,102 | — | $354.85万 | 新建仓 |
| URA | GLOBAL X URANIUM ETF | $320.22万 | 0.70% | 66,119 | 4,905 | 8.0% | $23.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $298.17万 | 0.65% | 2,992 | -29 | -1.0% | -$2.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $264.20万 | 0.58% | 18,061 | 1,512 | 9.1% | $22.12万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $261.23万 | 0.57% | 12,626 | 5,949 | 89.1% | $123.08万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $250.43万 | 0.55% | 4,339 | -84 | -1.9% | -$4.85万 | 减仓 |
| V | VISA INC COM CL A | $224.05万 | 0.49% | 7,413 | 2,072 | 38.8% | $62.62万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $205.46万 | 0.45% | 7,145 | -100 | -1.4% | -$2.88万 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $193.35万 | 0.42% | 21,464 | 17,929 | 507.2% | $161.50万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $192.24万 | 0.42% | 20,456 | -30,576 | -59.9% | -$287.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $186.16万 | 0.41% | 5,424 | -8 | -0.1% | -$2,746 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $175.96万 | 0.39% | 2,080 | 359 | 20.9% | $30.37万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $168.30万 | 0.37% | 19,090 | -5,876 | -23.5% | -$51.80万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $164.50万 | 0.36% | 7,617 | 154 | 2.1% | $3.33万 | 加仓 |
| AMGN | AMGEN INC COM | $161.24万 | 0.35% | 4,583 | 24 | 0.5% | $8,444 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $141.59万 | 0.31% | 4,874 | -93 | -1.9% | -$2.70万 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $139.22万 | 0.31% | 73,271 | 2,176 | 3.1% | $4.13万 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $131.30万 | 0.29% | 24,374 | 3,021 | 14.1% | $16.27万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $122.83万 | 0.27% | 9,380 | 9,380 | — | $122.83万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $118.56万 | 0.26% | 1,289 | 1,084 | 528.8% | $99.70万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $114.06万 | 0.25% | 2,675 | -300 | -10.1% | -$12.79万 | 减仓 |
| ABBV | ABBVIE INC COM | $105.81万 | 0.23% | 4,865 | 3,676 | 309.2% | $79.95万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $104.46万 | 0.23% | 1,599 | 96 | 6.4% | $6.27万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $88.87万 | 0.20% | 4,506 | 4,506 | — | $88.87万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $87.08万 | 0.19% | 28,719 | 7,194 | 33.4% | $21.81万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $82.92万 | 0.18% | 3,490 | 62 | 1.8% | $1.47万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $79.38万 | 0.17% | 11,649 | 11,620 | 40,069.0% | $79.18万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $78.65万 | 0.17% | 6,000 | 5,945 | 10,809.1% | $77.93万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC COM | $77.54万 | 0.17% | 4,690 | 4,575 | 3,978.3% | $75.64万 | 加仓 |
| AGI | ALAMOS GOLD INC COM CL A | $74.14万 | 0.16% | 16,687 | -15,954 | -48.9% | -$70.88万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $70.42万 | 0.15% | 2,328 | 1,890 | 431.5% | $57.17万 | 加仓 |
| KO | COCA COLA CO COM | $69.81万 | 0.15% | 9,180 | 8,932 | 3,601.6% | $67.93万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $69.44万 | 0.15% | 32,830 | -5,789 | -15.0% | -$12.24万 | 减仓 |
| ROST | ROSS STORES INC COM | $69.32万 | 0.15% | 3,200 | 3,200 | — | $69.32万 | 新建仓 |
| DE | DEERE & CO COM | $68.95万 | 0.15% | 1,224 | 1,224 | — | $68.95万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $68.66万 | 0.15% | 14,962 | 529 | 3.7% | $2.43万 | 加仓 |
| SAP | SAP SE SPON ADR | $66.94万 | 0.15% | 3,910 | 3,877 | 11,748.5% | $66.38万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON COM | $65.44万 | 0.14% | 2,677 | 2,136 | 394.8% | $52.21万 | 加仓 |
| RTX | RTX CORPORATION COM | $63.83万 | 0.14% | 3,309 | 3,015 | 1,025.5% | $58.16万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $63.39万 | 0.14% | 3,000 | 2,960 | 7,400.0% | $62.55万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $59.45万 | 0.13% | 2,045 | 2,045 | — | $59.45万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $58.30万 | 0.13% | 9,318 | -58 | -0.6% | -$3,629 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $57.88万 | 0.13% | 5,000 | 5,000 | — | $57.88万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $57.63万 | 0.13% | 2,757 | 2,710 | 5,766.0% | $56.64万 | 加仓 |
| HD | HOME DEPOT INC COM | $57.62万 | 0.13% | 1,752 | -5,206 | -74.8% | -$171.21万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $53.10万 | 0.12% | 761 | 64 | 9.2% | $4.47万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $52.41万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $50.95万 | 0.11% | 2,600 | 2,600 | — | $50.95万 | 新建仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $50.00万 | 0.11% | 3,056 | -353 | -10.4% | -$5.78万 | 减仓 |
| AVGO | BROADCOM INC COM | $49.65万 | 0.11% | 1,604 | 148 | 10.2% | $4.58万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $46.11万 | 0.10% | 2,350 | 72 | 3.2% | $1.41万 | 加仓 |
| BLK | BLACKROCK INC COM | $42.32万 | 0.09% | 440 | 429 | 3,900.0% | $41.26万 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $38.59万 | 0.08% | 8,239 | 3,947 | 92.0% | $18.49万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $38.00万 | 0.08% | 4,475 | -171 | -3.7% | -$1.45万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $36.15万 | 0.08% | 850 | 825 | 3,300.0% | $35.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $34.67万 | 0.08% | 2,400 | 2,360 | 5,900.0% | $34.09万 | 重新持有 |
| EDV | VANGUARD EXTENDED DURATION TREASURY ETF | $32.01万 | 0.07% | 4,928 | 167 | 3.5% | $1.08万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $31.68万 | 0.07% | 2,897 | 374 | 14.8% | $4.09万 | 加仓 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $30.40万 | 0.07% | 14,160 | 1,314 | 10.2% | $2.82万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $26.30万 | 0.06% | 10,000 | 1,500 | 17.6% | $3.94万 | 加仓 |
| MMM | 3M CO COM | $26.21万 | 0.06% | 1,805 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $25.77万 | 0.06% | 3,549 | -129 | -3.5% | -$9,365 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $24.82万 | 0.05% | 1,294 | -63 | -4.6% | -$1.21万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $24.20万 | 0.05% | 953 | 41 | 4.5% | $1.04万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $24.04万 | 0.05% | 6,052 | 572 | 10.4% | $2.27万 | 加仓 |
| META | META PLATFORMS INC CL A | $23.40万 | 0.05% | 409 | -2,091 | -83.6% | -$119.63万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $23.31万 | 0.05% | 1,754 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $23.09万 | 0.05% | 3,290 | 232 | 7.6% | $1.63万 | 加仓 |