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 |
|---|---|---|---|---|---|---|---|---|
| KEX | KIRBY CORP | $25.13万 | 0.07% | 1,891 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.98万 | 0.07% | 1,260 | -131 | -9.4% | -$2.60万 | 减仓 |
| FBK | FB FINL CORP | $24.98万 | 0.07% | 4,810 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $24.81万 | 0.07% | 1,675 | -22 | -1.3% | -$3,258 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $24.58万 | 0.07% | 2,854 | 2,854 | — | $24.58万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $23.95万 | 0.07% | 1,481 | -27 | -1.8% | -$4,367 | 减仓 |
| IAI | ISHARES TR | $23.86万 | 0.07% | 1,453 | 6 | 0.4% | $985 | 加仓 |
| AOA | ISHARES TR | $23.81万 | 0.07% | 2,690 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $23.78万 | 0.07% | 1,406 | -147 | -9.5% | -$2.49万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $22.20万 | 0.06% | 10,330 | 118 | 1.2% | $2,536 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $22.12万 | 0.06% | 3,841 | 3,841 | — | $22.12万 | 新建仓 |
| LMUB | ISHARES TR | $22.10万 | 0.06% | 4,426 | 4,426 | — | $22.10万 | 新建仓 |
| PAYX | PAYCHEX INC | $21.90万 | 0.06% | 2,377 | -251 | -9.6% | -$2.31万 | 减仓 |
| HDV | ISHARES TR | $21.89万 | 0.06% | 1,613 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $21.70万 | 0.06% | 3,862 | 21 | 0.5% | $1,180 | 加仓 |
| BC | BRUNSWICK CORP | $21.11万 | 0.06% | 2,902 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $20.92万 | 0.06% | 3,998 | 31 | 0.8% | $1,622 | 加仓 |
| LKQ | LKQ CORP | $20.13万 | 0.06% | 6,855 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.05万 | 0.06% | 4,544 | 7 | 0.2% | $309 | 加仓 |
| — | CION INVT CORP | $13.25万 | 0.04% | 19,374 | 0 | 0.0% | — | 不变 |
| 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 |