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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDCC | INTERDIGITAL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$5,731 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $0 | 0.00% | 0 | -34 | -100.0% | -$5,055 | 清仓 |
| ENSG | ENSIGN GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$4,798 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$4,608 | 清仓 |
| OSIS | OSI SYSTEMS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AYI | ACUITY INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$3,960 | 清仓 |
| RL | RALPH LAUREN CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URTH | ISHARES MSCI WORLD ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$3,801 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -17 | -100.0% | -$2,492 | 清仓 |
| FTSD | FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$1,867 | 清仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$297 | 清仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$270 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$54 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |