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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $20.53万 | 0.05% | 1,210 | 177 | 17.1% | $3.00万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $20.07万 | 0.04% | 2,715 | 250 | 10.1% | $1.85万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $19.85万 | 0.04% | 2,351 | 238 | 11.3% | $2.01万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $19.48万 | 0.04% | 1,963 | -885 | -31.1% | -$8.78万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $19.38万 | 0.04% | 3,814 | 404 | 11.8% | $2.05万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $19.20万 | 0.04% | 4,706 | 593 | 14.4% | $2.42万 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $18.47万 | 0.04% | 2,460 | 300 | 13.9% | $2.25万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $18.44万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $18.20万 | 0.04% | 1,960 | 265 | 15.6% | $2.46万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $18.08万 | 0.04% | 7,050 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $18.03万 | 0.04% | 1,499 | 104 | 7.5% | $1.25万 | 加仓 |
| OKE | ONEOK INC NEW COM | $16.86万 | 0.04% | 1,865 | 250 | 15.5% | $2.26万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $16.82万 | 0.04% | 922 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $16.79万 | 0.04% | 670 | -24,768 | -97.4% | -$620.64万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $16.66万 | 0.04% | 1,682 | 1,682 | — | $16.66万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $16.58万 | 0.04% | 302 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $15.70万 | 0.03% | 2,023 | -436 | -17.7% | -$3.38万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $14.63万 | 0.03% | 6,000 | 6,000 | — | $14.63万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $14.31万 | 0.03% | 220 | -17 | -7.2% | -$1.11万 | 减仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $14.20万 | 0.03% | 2,379 | 218 | 10.1% | $1.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $13.96万 | 0.03% | 413 | 17 | 4.3% | $5,745 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $13.33万 | 0.03% | 518 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $13.16万 | 0.03% | 1,200 | -400 | -25.0% | -$4.39万 | 减仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $12.59万 | 0.03% | 4,766 | 532 | 12.6% | $1.41万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $12.34万 | 0.03% | 1,331 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $12.33万 | 0.03% | 1,048 | -100 | -8.7% | -$1.18万 | 减仓 |
| ETN | EATON CORP | $12.06万 | 0.03% | 337 | -33,990 | -99.0% | -$1,216.83万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $12.05万 | 0.03% | 2,848 | 244 | 9.4% | $1.03万 | 加仓 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $11.96万 | 0.03% | 3,000 | 1,000 | 50.0% | $3.99万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $10.47万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $10.46万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $10.27万 | 0.02% | 1,185 | -15 | -1.2% | -$1,300 | 减仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $10.16万 | 0.02% | 2,116 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $10.09万 | 0.02% | 926 | 284 | 44.2% | $3.09万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $9.86万 | 0.02% | 1,063 | -456 | -30.0% | -$4.23万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $9.42万 | 0.02% | 1,309 | -198 | -13.1% | -$1.42万 | 减仓 |
| D | DOMINION ENERGY INC COM | $9.21万 | 0.02% | 1,490 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES MSCI SAUDI ARABIA ETF | $8.71万 | 0.02% | 2,190 | 190 | 9.5% | $7,553 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $8.65万 | 0.02% | 593 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $8.41万 | 0.02% | 535 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $7.78万 | 0.02% | 474 | -129 | -21.4% | -$2.12万 | 减仓 |
| SGDM | SPROTT GOLD MINERS ETF | $7.55万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $7.54万 | 0.02% | 210 | -87 | -29.3% | -$3.12万 | 减仓 |
| WRB | BERKLEY W R CORP COM | $7.46万 | 0.02% | 1,125 | -250 | -18.2% | -$1.66万 | 减仓 |
| PEP | PEPSICO INC COM | $7.42万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC COMMON STOCK | $7.35万 | 0.02% | 4,585 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7.28万 | 0.02% | 1,023 | -110,265 | -99.1% | -$784.89万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $6.81万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6.41万 | 0.01% | 516 | -20 | -3.7% | -$2,486 | 减仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $6.27万 | 0.01% | 558 | 64 | 13.0% | $7,197 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $6.09万 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| — | COINSHARES BITCOIN MINING ETF | $6.04万 | 0.01% | 1,735 | 98 | 6.0% | $3,412 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $5.98万 | 0.01% | 100 | -20 | -16.7% | -$1.20万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $5.96万 | 0.01% | 3,260 | -50 | -1.5% | -$914 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $5.95万 | 0.01% | 119 | -19 | -13.8% | -$9,494 | 减仓 |
| XYL | XYLEM INC COM | $5.72万 | 0.01% | 479 | 100 | 26.4% | $1.20万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $5.46万 | 0.01% | 153 | 153 | — | $5.46万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.32万 | 0.01% | 488 | 30 | 6.6% | $3,270 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $5.31万 | 0.01% | 1,007 | 1,007 | — | $5.31万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5.27万 | 0.01% | 326 | 326 | — | $5.27万 | 新建仓 |
| LOW | LOWES COS INC COM | $5.04万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $4.96万 | 0.01% | 599 | 599 | — | $4.96万 | 新建仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $4.82万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $4.80万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $4.75万 | 0.01% | 36 | 1 | 2.9% | $1,321 | 加仓 |
| COP | CONOCOPHILLIPS COM | $4.70万 | 0.01% | 356 | 178 | 100.0% | $2.35万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.57万 | 0.01% | 857 | 231 | 36.9% | $1.23万 | 加仓 |
| T | AT&T INC COM | $4.49万 | 0.01% | 1,549 | -966 | -38.4% | -$2.80万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $4.45万 | 0.01% | 116 | 116 | — | $4.45万 | 新建仓 |
| VFH | VANGUARD FINANCIALS ETF | $4.41万 | 0.01% | 365 | -179 | -32.9% | -$2.16万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4.39万 | 0.01% | 74 | -66 | -47.1% | -$3.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $4.38万 | 0.01% | 95 | -2 | -2.1% | -$922 | 减仓 |
| SYK | STRYKER CORPORATION COM | $4.27万 | 0.01% | 130 | -131 | -50.2% | -$4.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.24万 | 0.01% | 324 | -171 | -34.5% | -$2.24万 | 减仓 |
| PLD | PROLOGIS INC. COM | $4.23万 | 0.01% | 320 | -222 | -41.0% | -$2.93万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $4.22万 | 0.01% | 1,740 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $4.19万 | 0.01% | 173 | -21 | -10.8% | -$5,090 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.16万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $4.14万 | 0.01% | 1,355 | 686 | 102.5% | $2.09万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $3.95万 | 0.01% | 200 | 100 | 100.0% | $1.97万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $3.92万 | 0.01% | 995 | -56 | -5.3% | -$2,208 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $3.88万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.85万 | 0.01% | 120 | -218 | -64.5% | -$6.99万 | 减仓 |
| NFLX | NETFLIX INC. COM | $3.85万 | 0.01% | 400 | -130 | -24.5% | -$1.25万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $3.83万 | 0.01% | 112 | -36 | -24.3% | -$1.23万 | 减仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $3.63万 | 0.01% | 1,145 | 400 | 53.7% | $1.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.59万 | 0.01% | 715 | -27 | -3.6% | -$1,355 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.52万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $3.52万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN FTSE UNITED KINGDOM ETF | $3.49万 | 0.01% | 1,003 | 1,003 | — | $3.49万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.42万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $3.42万 | 0.01% | 175 | 35 | 25.0% | $6,837 | 加仓 |
| SO | SOUTHERN CO COM | $3.38万 | 0.01% | 350 | -278 | -44.3% | -$2.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.32万 | 0.01% | 85 | -21 | -19.8% | -$8,199 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $3.27万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $3.27万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $3.26万 | 0.01% | 158 | -94 | -37.3% | -$1.94万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.20万 | 0.01% | 270 | -30 | -10.0% | -$3,559 | 减仓 |
| VST | VISTRA CORP COM | $3.20万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $3.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |