SWMG, LLC
FORT WORTH TX · SEC CIK 0001839255
$4.24亿2026Q2 申报市值
100持仓数
66.4%前十大占比 · 第一大 26.9%
13 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3,884.85万
CORO 新建仓+$892.28万
IVW 加仓+$500.90万
IYW 加仓+$291.05万
SPSB 加仓+$278.95万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$856.20万
QUAL 清仓-$854.15万
IEMG 减仓-$425.46万
THRO 减仓-$315.12万
IVE 减仓-$242.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $115.35万 | 0.27% | 15,867 | 983 | 6.6% | $7.15万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $119.63万 | 0.28% | 38,853 | 38,853 | — | $119.63万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $119.99万 | 0.28% | 23,898 | 7,956 | 49.9% | $39.95万 | 加仓 |
| AAPL | APPLE INC | $121.63万 | 0.29% | 3,863 | -3,229 | -45.5% | -$101.67万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $156.82万 | 0.37% | 55,045 | 55,045 | — | $156.82万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $163.35万 | 0.38% | 27,649 | 165 | 0.6% | $9,748 | 加仓 |
| NVDA | NVIDIA CORPORATION | $171.29万 | 0.40% | 8,087 | 222 | 2.8% | $4.70万 | 加仓 |
| BIL | SPDR SERIES TRUST | $174.14万 | 0.41% | 19,030 | 15,949 | 517.7% | $145.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $178.69万 | 0.42% | 3,260 | 740 | 29.4% | $40.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $195.47万 | 0.46% | 10,646 | -394 | -3.6% | -$7.23万 | 减仓 |
| VLUE | ISHARES TR | $257.43万 | 0.61% | 13,181 | 123 | 0.9% | $2.40万 | 加仓 |
| TLH | ISHARES TR | $291.42万 | 0.69% | 29,673 | -5,535 | -15.7% | -$54.36万 | 减仓 |
| MBB | ISHARES TR | $302.20万 | 0.71% | 32,262 | -701 | -2.1% | -$6.57万 | 减仓 |
| GOVT | ISHARES TR | $419.49万 | 0.99% | 185,862 | -1,737 | -0.9% | -$3.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $544.78万 | 1.28% | 77,165 | -2,311 | -2.9% | -$16.32万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $682.65万 | 1.61% | 158,534 | -73,181 | -31.6% | -$315.12万 | 减仓 |
| EFV | ISHARES TR | $689.82万 | 1.63% | 87,886 | -109,083 | -55.4% | -$856.20万 | 减仓 |
| IUSB | ISHARES TR | $693.27万 | 1.63% | 151,734 | 48,124 | 46.4% | $219.88万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $846.76万 | 1.99% | 268,814 | 66,884 | 33.1% | $210.68万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $889.64万 | 2.10% | 178,642 | 31,220 | 21.2% | $155.48万 | 加仓 |
| IXUS | ISHARES TR | $891.55万 | 2.10% | 94,284 | 2,537 | 2.8% | $23.99万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $892.28万 | 2.10% | 248,754 | 248,754 | — | $892.28万 | 新建仓 |
| MTUM | ISHARES TR | $933.03万 | 2.20% | 29,179 | -6,463 | -18.1% | -$206.66万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,073.23万 | 2.53% | 230,059 | -30,720 | -11.8% | -$143.31万 | 减仓 |
| IYW | ISHARES TR | $1,091.71万 | 2.57% | 43,987 | 11,727 | 36.4% | $291.05万 | 加仓 |
| IEFA | ISHARES TR | $1,127.47万 | 2.66% | 116,366 | 15,058 | 14.9% | $145.90万 | 加仓 |
| EFG | ISHARES TR | $1,208.96万 | 2.85% | 99,544 | 15,260 | 18.1% | $185.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,216.92万 | 2.87% | 32,787 | -2,432 | -6.9% | -$90.27万 | 减仓 |
| IEMG | ISHARES INC | $1,927.81万 | 4.54% | 241,823 | -53,369 | -18.1% | -$425.46万 | 减仓 |
| IVE | ISHARES TR | $2,045.39万 | 4.82% | 88,953 | -10,539 | -10.6% | -$242.33万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,296.27万 | 5.41% | 337,488 | 37,736 | 12.6% | $256.76万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,398.91万 | 5.65% | 802,312 | 93,293 | 13.2% | $278.95万 | 加仓 |
| IVW | ISHARES TR | $3,478.37万 | 8.19% | 252,257 | 36,326 | 16.8% | $500.90万 | 加仓 |
| IVV | ISHARES TR | $1.14亿 | 26.86% | 151,003 | 51,447 | 51.7% | $3,884.85万 | 加仓 |