SWMG, LLC
FORT WORTH TX · SEC CIK 0001839255
$3.50亿2026Q1 申报市值
120持仓数
61.2%前十大占比 · 第一大 18.6%
14 / 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
IVV 加仓+$884.83万
EFG 重新持有+$786.22万
IDEF 新建仓+$660.72万
BLCR 新建仓+$605.31万
IVW 加仓+$191.30万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$1,545.89万
ITA 清仓-$540.80万
DYNF 减仓-$279.90万
IEMG 减仓-$224.73万
IVE 减仓-$201.69万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -45,253 | -100.0% | -$1,545.89万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -23,118 | -100.0% | -$540.80万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -19,213 | -100.0% | -$195.55万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -35,780 | -100.0% | -$163.55万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,712 | -100.0% | -$59.95万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,344 | -100.0% | -$58.84万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,741 | -100.0% | -$35.22万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -508 | -100.0% | -$32.27万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,854 | -100.0% | -$29.18万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -396 | -100.0% | -$24.16万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,004 | -100.0% | -$21.78万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTV | WISDOMTREE TR | $0 | 0.00% | 0 | -2,054 | -100.0% | -$20.61万 | 清仓 |
| USMF | WISDOMTREE TR | $0 | 0.00% | 0 | -3,933 | -100.0% | -$20.35万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,482 | -100.0% | -$20.21万 | 清仓 |
| — | CION INVT CORP | $13.25万 | 0.04% | 19,374 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.05万 | 0.06% | 4,544 | 7 | 0.2% | $309 | 加仓 |
| LKQ | LKQ CORP | $20.13万 | 0.06% | 6,855 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $20.92万 | 0.06% | 3,998 | 31 | 0.8% | $1,622 | 加仓 |
| BC | BRUNSWICK CORP | $21.11万 | 0.06% | 2,902 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $21.70万 | 0.06% | 3,862 | 21 | 0.5% | $1,180 | 加仓 |
| HDV | ISHARES TR | $21.89万 | 0.06% | 1,613 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $21.90万 | 0.06% | 2,377 | -251 | -9.6% | -$2.31万 | 减仓 |
| LMUB | ISHARES TR | $22.10万 | 0.06% | 4,426 | 4,426 | — | $22.10万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $22.12万 | 0.06% | 3,841 | 3,841 | — | $22.12万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $22.20万 | 0.06% | 10,330 | 118 | 1.2% | $2,536 | 加仓 |
| CTAS | CINTAS CORP | $23.78万 | 0.07% | 1,406 | -147 | -9.5% | -$2.49万 | 减仓 |
| AOA | ISHARES TR | $23.81万 | 0.07% | 2,690 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $23.86万 | 0.07% | 1,453 | 6 | 0.4% | $985 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $23.95万 | 0.07% | 1,481 | -27 | -1.8% | -$4,367 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $24.58万 | 0.07% | 2,854 | 2,854 | — | $24.58万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.81万 | 0.07% | 1,675 | -22 | -1.3% | -$3,258 | 减仓 |
| FBK | FB FINL CORP | $24.98万 | 0.07% | 4,810 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.98万 | 0.07% | 1,260 | -131 | -9.4% | -$2.60万 | 减仓 |
| KEX | KIRBY CORP | $25.13万 | 0.07% | 1,891 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $25.20万 | 0.07% | 3,225 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.21万 | 0.07% | 9,040 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $26.98万 | 0.08% | 1,202 | 1,202 | — | $26.98万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $27.64万 | 0.08% | 3,928 | 45 | 1.2% | $3,166 | 加仓 |
| BIL | SPDR SERIES TRUST | $28.23万 | 0.08% | 3,081 | -2,243 | -42.1% | -$20.55万 | 减仓 |
| AGGY | WISDOMTREE TR | $28.40万 | 0.08% | 6,536 | 10 | 0.2% | $434 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $28.47万 | 0.08% | 1,362 | 1,362 | — | $28.47万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $28.54万 | 0.08% | 1,587 | 17 | 1.1% | $3,057 | 加仓 |
| SNEX | STONEX GROUP INC | $29.27万 | 0.08% | 3,629 | 1,208 | 49.9% | $9.74万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $29.38万 | 0.08% | 3,550 | -87 | -2.4% | -$7,199 | 减仓 |
| DY | DYCOM INDS INC | $29.51万 | 0.08% | 871 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.20万 | 0.09% | 2,771 | -406 | -12.8% | -$4.42万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.34万 | 0.09% | 13,065 | -1,636 | -11.1% | -$3.80万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.40万 | 0.09% | 1,296 | 9 | 0.7% | $2,181 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $31.54万 | 0.09% | 2,151 | -254 | -10.6% | -$3.72万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $33.32万 | 0.10% | 1,700 | -30 | -1.7% | -$5,879 | 减仓 |
| CLH | CLEAN HARBORS INC | $33.35万 | 0.10% | 1,163 | -5 | -0.4% | -$1,434 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $35.70万 | 0.10% | 4,613 | 32 | 0.7% | $2,476 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.12万 | 0.11% | 1,827 | -977 | -34.8% | -$19.85万 | 减仓 |
| DGRW | WISDOMTREE TR | $37.47万 | 0.11% | 4,266 | 15 | 0.4% | $1,318 | 加仓 |
| RING | ISHARES INC | $38.09万 | 0.11% | 4,823 | 4,823 | — | $38.09万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $38.62万 | 0.11% | 4,711 | 137 | 3.0% | $1.12万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $38.91万 | 0.11% | 1,870 | 7 | 0.4% | $1,456 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $39.66万 | 0.11% | 7,637 | -2,483 | -24.5% | -$12.89万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $40.07万 | 0.11% | 2,466 | -1,533 | -38.3% | -$24.91万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $40.20万 | 0.11% | 11,566 | 104 | 0.9% | $3,615 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $40.71万 | 0.12% | 8,188 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $43.10万 | 0.12% | 14,795 | 85 | 0.6% | $2,476 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $43.49万 | 0.12% | 3,923 | -276 | -6.6% | -$3.06万 | 减仓 |
| ILF | ISHARES TR | $44.02万 | 0.13% | 12,392 | 2 | 0.0% | $71 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $44.82万 | 0.13% | 9,895 | -921 | -8.5% | -$4.17万 | 减仓 |
| MUB | ISHARES TR | $46.39万 | 0.13% | 4,370 | -44 | -1.0% | -$4,671 | 减仓 |
| EPS | WISDOMTREE TR | $46.78万 | 0.13% | 6,869 | 24 | 0.4% | $1,635 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.53万 | 0.14% | 836 | -391 | -31.9% | -$23.63万 | 减仓 |
| WMT | WALMART INC | $50.74万 | 0.14% | 4,083 | 4,083 | — | $50.74万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $51.26万 | 0.15% | 2,520 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $52.10万 | 0.15% | 10,327 | 4,420 | 74.8% | $22.30万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $52.52万 | 0.15% | 10,506 | -395 | -3.6% | -$1.97万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $54.46万 | 0.16% | 11,031 | -686 | -5.9% | -$3.39万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $55.61万 | 0.16% | 3,206 | -341 | -9.6% | -$5.91万 | 减仓 |
| FAST | FASTENAL CO | $62.61万 | 0.18% | 13,494 | -1,262 | -8.6% | -$5.86万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $62.91万 | 0.18% | 25,984 | 3,037 | 13.2% | $7.35万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $65.07万 | 0.19% | 16,086 | 1,750 | 12.2% | $7.08万 | 加仓 |
| ROL | ROLLINS INC | $65.99万 | 0.19% | 12,355 | -1,318 | -9.6% | -$7.04万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $67.48万 | 0.19% | 27,995 | -881 | -3.1% | -$2.12万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $68.55万 | 0.20% | 13,621 | 0 | 0.0% | — | 不变 |
| USTB | VICTORY PORTFOLIOS II | $68.78万 | 0.20% | 13,599 | -738 | -5.1% | -$3.73万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $68.81万 | 0.20% | 12,178 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $69.33万 | 0.20% | 2,163 | -222 | -9.3% | -$7.12万 | 减仓 |
| SYSB | ISHARES TR | $72.78万 | 0.21% | 8,177 | 8,177 | — | $72.78万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.51万 | 0.21% | 1,130 | -35 | -3.0% | -$2.28万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.43万 | 0.21% | 1,786 | 122 | 7.3% | $5.08万 | 加仓 |
| LLY | ELI LILLY & CO | $74.59万 | 0.21% | 811 | -442 | -35.3% | -$40.65万 | 减仓 |
| IJR | ISHARES TR | $74.76万 | 0.21% | 6,014 | 23 | 0.4% | $2,859 | 加仓 |
| SYK | STRYKER CORPORATION | $76.43万 | 0.22% | 2,326 | -254 | -9.8% | -$8.35万 | 减仓 |
| TSLA | TESLA INC | $76.92万 | 0.22% | 2,069 | -33 | -1.6% | -$1.23万 | 减仓 |
| MOAT | VANECK ETF TRUST | $77.73万 | 0.22% | 8,038 | 112 | 1.4% | $1.08万 | 加仓 |
| ETN | EATON CORP PLC | $77.86万 | 0.22% | 2,177 | -973 | -30.9% | -$34.80万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $79.90万 | 0.23% | 15,942 | 15,942 | — | $79.90万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $81.30万 | 0.23% | 22,122 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $83.48万 | 0.24% | 24,945 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $83.94万 | 0.24% | 12,430 | -375 | -2.9% | -$2.53万 | 减仓 |
| IFRA | ISHARES TR | $83.98万 | 0.24% | 14,681 | 70 | 0.5% | $4,004 | 加仓 |
| TJX | TJX COS INC NEW | $90.90万 | 0.26% | 5,692 | -627 | -9.9% | -$10.01万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $93.16万 | 0.27% | 19,907 | 19,907 | — | $93.16万 | 新建仓 |