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 |
|---|---|---|---|---|---|---|---|---|
| LDUR | PIMCO ETF TR | $93.61万 | 0.27% | 9,769 | 9,769 | — | $93.61万 | 新建仓 |
| IAU | ISHARES GOLD TR | $95.42万 | 0.27% | 10,823 | -12,478 | -53.6% | -$110.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $108.12万 | 0.31% | 2,921 | -230 | -7.3% | -$8.51万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $109.61万 | 0.31% | 14,884 | 142 | 1.0% | $1.05万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $123.70万 | 0.35% | 25,601 | 154 | 0.6% | $7,441 | 加仓 |
| NVDA | NVIDIA CORPORATION | $137.17万 | 0.39% | 7,865 | -271 | -3.3% | -$4.73万 | 减仓 |
| COR | CENCORA INC | $137.72万 | 0.39% | 4,384 | -478 | -9.8% | -$15.02万 | 减仓 |
| IAGG | ISHARES TR | $138.15万 | 0.39% | 27,608 | -197 | -0.7% | -$9,858 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $146.72万 | 0.42% | 11,040 | 21 | 0.2% | $2,791 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $148.55万 | 0.42% | 27,484 | -1,678 | -5.8% | -$9.07万 | 减仓 |
| AAPL | APPLE INC | $179.99万 | 0.51% | 7,092 | -521 | -6.8% | -$13.22万 | 减仓 |
| VLUE | ISHARES TR | $185.67万 | 0.53% | 13,058 | 13,058 | — | $185.67万 | 新建仓 |
| MBB | ISHARES TR | $312.99万 | 0.89% | 32,963 | 6,325 | 23.7% | $60.06万 | 加仓 |
| TLH | ISHARES TR | $354.61万 | 1.01% | 35,208 | 3,211 | 10.0% | $32.34万 | 加仓 |
| GOVT | ISHARES TR | $429.79万 | 1.23% | 187,599 | 52,313 | 38.7% | $119.85万 | 加仓 |
| IUSB | ISHARES TR | $478.57万 | 1.37% | 103,610 | -4,111 | -3.8% | -$18.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $509.28万 | 1.45% | 79,476 | -490 | -0.6% | -$3.14万 | 减仓 |
| IYW | ISHARES TR | $585.25万 | 1.67% | 32,260 | 2,670 | 9.0% | $48.44万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $605.31万 | 1.73% | 147,422 | 147,422 | — | $605.31万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $660.72万 | 1.89% | 201,930 | 201,930 | — | $660.72万 | 新建仓 |
| IXUS | ISHARES TR | $794.90万 | 2.27% | 91,747 | -2,512 | -2.7% | -$21.76万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $839.27万 | 2.40% | 231,715 | 12,503 | 5.7% | $45.29万 | 加仓 |
| QUAL | ISHARES TR | $854.15万 | 2.44% | 44,531 | 1,551 | 3.6% | $29.75万 | 加仓 |
| MTUM | ISHARES TR | $855.37万 | 2.44% | 35,642 | 1,521 | 4.5% | $36.50万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $859.27万 | 2.45% | 260,779 | 13,748 | 5.6% | $45.30万 | 加仓 |
| IEFA | ISHARES TR | $917.14万 | 2.62% | 101,308 | -7,592 | -7.0% | -$68.73万 | 减仓 |
| EFG | ISHARES TR | $938.67万 | 2.68% | 84,284 | 70,595 | 515.7% | $786.22万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $1,129.86万 | 3.23% | 35,219 | 5,399 | 18.1% | $173.21万 | 加仓 |
| EFV | ISHARES TR | $1,464.46万 | 4.18% | 196,969 | -168 | -0.1% | -$1.25万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,743.96万 | 4.98% | 299,752 | -48,109 | -13.8% | -$279.90万 | 减仓 |
| IEMG | ISHARES INC | $2,058.97万 | 5.88% | 295,192 | -32,220 | -9.8% | -$224.73万 | 减仓 |
| IVE | ISHARES TR | $2,100.77万 | 6.00% | 99,492 | -9,552 | -8.8% | -$201.69万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,132.02万 | 6.09% | 709,019 | 33,835 | 5.0% | $101.74万 | 加仓 |
| IVW | ISHARES TR | $2,442.39万 | 6.97% | 215,931 | 16,913 | 8.5% | $191.30万 | 加仓 |
| IVV | ISHARES TR | $6,503.07万 | 18.57% | 99,556 | 13,546 | 15.7% | $884.83万 | 加仓 |