CMG Global Holdings, LLC
PLANO TX · SEC CIK 0001839445
$2.36亿2026Q2 申报市值
100持仓数
49.0%前十大占比 · 第一大 6.7%
6 / 4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
AMZN 加仓+$225.83万
FFSM 新建仓+$127.61万
AAPL 加仓+$88.86万
VUG 新建仓+$57.63万
BA 加仓+$49.49万
2026Q2 卖出最多 按季末市值估算
FBTC 减仓-$124.06万
IBIT 减仓-$98.26万
STRL 减仓-$86.29万
GBTC 减仓-$76.27万
BND 减仓-$69.12万
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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | $0 | 0.00% | 0 | -5,120 | -100.0% | -$24.06万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,406 | -100.0% | -$22.38万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,623 | -100.0% | -$21.42万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -2,895 | -100.0% | -$20.65万 | 清仓 |
| PSX | PHILLIPS 66 | $21.60万 | 0.09% | 1,278 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.29万 | 0.09% | 3,869 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $22.53万 | 0.10% | 4,950 | -16,756 | -77.2% | -$76.27万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $22.84万 | 0.10% | 692 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $23.60万 | 0.10% | 1,000 | 0 | 0.0% | — | 重新持有 |
| DE | DEERE & CO | $23.61万 | 0.10% | 372 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $23.94万 | 0.10% | 8,660 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.98万 | 0.10% | 2,055 | -20 | -1.0% | -$2,333 | 减仓 |
| META | META PLATFORMS INC | $24.55万 | 0.10% | 436 | -53 | -10.8% | -$2.98万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.69万 | 0.10% | 1,805 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.78万 | 0.11% | 881 | 137 | 18.4% | $3.85万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $25.23万 | 0.11% | 4,362 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.30万 | 0.11% | 7,599 | -29,517 | -79.5% | -$98.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.66万 | 0.11% | 222 | 222 | — | $25.66万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $26.25万 | 0.11% | 2,391 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $26.76万 | 0.11% | 1,305 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.11万 | 0.12% | 3,459 | -2 | -0.1% | -$163 | 减仓 |
| DIS | DISNEY WALT CO | $28.74万 | 0.12% | 2,986 | 44 | 1.5% | $4,235 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $28.76万 | 0.12% | 5,633 | -24,302 | -81.2% | -$124.06万 | 减仓 |
| SOXX | ISHARES TR | $28.97万 | 0.12% | 452 | 452 | — | $28.97万 | 新建仓 |
| T | AT&T INC | $29.17万 | 0.12% | 14,091 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.03万 | 0.13% | 2,218 | -80 | -3.5% | -$1.08万 | 减仓 |
| MCD | MCDONALDS CORP | $30.46万 | 0.13% | 1,127 | -40 | -3.4% | -$1.08万 | 减仓 |
| QCOM | QUALCOMM INC | $30.71万 | 0.13% | 1,662 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.79万 | 0.13% | 7,271 | -106 | -1.4% | -$4,488 | 减仓 |
| WFC | WELLS FARGO & CO | $33.37万 | 0.14% | 4,038 | -539 | -11.8% | -$4.45万 | 减仓 |
| ETN | EATON CORP PLC | $33.58万 | 0.14% | 788 | -25 | -3.1% | -$1.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.08万 | 0.14% | 669 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.72万 | 0.15% | 919 | 51 | 5.9% | $1.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.55万 | 0.15% | 2,205 | -49 | -2.2% | -$8,122 | 减仓 |
| ATO | ATMOS ENERGY CORP | $37.47万 | 0.16% | 2,175 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $37.50万 | 0.16% | 546 | 546 | — | $37.50万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.60万 | 0.16% | 400 | 400 | — | $38.60万 | 新建仓 |
| MRK | MERCK & CO INC | $39.99万 | 0.17% | 3,112 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $41.97万 | 0.18% | 1,404 | 1 | 0.1% | $299 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $42.29万 | 0.18% | 5,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $46.61万 | 0.20% | 4,870 | -28 | -0.6% | -$2,680 | 减仓 |
| ABBV | ABBVIE INC | $47.03万 | 0.20% | 1,869 | -10 | -0.5% | -$2,516 | 减仓 |
| PFE | PFIZER INC | $47.96万 | 0.20% | 19,917 | 350 | 1.8% | $8,428 | 加仓 |
| SBUX | STARBUCKS CORP | $48.39万 | 0.21% | 4,735 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $49.49万 | 0.21% | 3,910 | -50 | -1.3% | -$6,329 | 减仓 |
| GDX | VANECK ETF TRUST | $51.49万 | 0.22% | 6,825 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $52.22万 | 0.22% | 1,660 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $57.08万 | 0.24% | 680 | -1,028 | -60.2% | -$86.29万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $57.63万 | 0.24% | 6,690 | 6,690 | — | $57.63万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $57.76万 | 0.24% | 9,352 | 371 | 4.1% | $2.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.96万 | 0.25% | 2,282 | -75 | -3.2% | -$1.90万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $60.76万 | 0.26% | 6,585 | -43 | -0.6% | -$3,968 | 减仓 |
| TGT | TARGET CORP | $64.78万 | 0.27% | 4,960 | -110 | -2.2% | -$1.44万 | 减仓 |
| WM | WASTE MGMT INC DEL | $64.84万 | 0.27% | 2,909 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $71.88万 | 0.30% | 768 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $74.66万 | 0.32% | 2,281 | 3 | 0.1% | $982 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $87.82万 | 0.37% | 19,369 | 207 | 1.1% | $9,385 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $92.50万 | 0.39% | 5,113 | -34 | -0.7% | -$6,151 | 减仓 |
| HD | HOME DEPOT INC | $99.39万 | 0.42% | 2,818 | -71 | -2.5% | -$2.50万 | 减仓 |
| PFF | ISHARES TR | $102.23万 | 0.43% | 33,528 | -216 | -0.6% | -$6,586 | 减仓 |
| INTC | INTEL CORP | $102.28万 | 0.43% | 7,325 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $108.07万 | 0.46% | 3,024 | 159 | 5.5% | $5.68万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $127.61万 | 0.54% | 33,396 | 33,396 | — | $127.61万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $132.55万 | 0.56% | 9,039 | -95 | -1.0% | -$1.39万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $133.01万 | 0.56% | 32,362 | -2,252 | -6.5% | -$9.26万 | 减仓 |
| LQD | ISHARES TR | $133.22万 | 0.56% | 12,214 | -206 | -1.7% | -$2.25万 | 减仓 |
| ORCL | ORACLE CORP | $135.44万 | 0.57% | 9,242 | -8 | -0.1% | -$1,172 | 减仓 |
| NVDA | NVIDIA CORPORATION | $138.00万 | 0.59% | 6,897 | -99 | -1.4% | -$1.98万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $150.58万 | 0.64% | 40,963 | -120 | -0.3% | -$4,411 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $151.23万 | 0.64% | 23,627 | 7,679 | 48.2% | $49.15万 | 加仓 |
| BAC | BANK OF AMER CORP | $160.09万 | 0.68% | 28,096 | -296 | -1.0% | -$1.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $203.52万 | 0.86% | 5,456 | -8 | -0.1% | -$2,984 | 减仓 |
| WMT | WALMART INC | $217.32万 | 0.92% | 19,188 | -1,153 | -5.7% | -$13.06万 | 减仓 |
| — | EXXON MOBIL CORP | $219.66万 | 0.93% | 16,067 | -2,020 | -11.2% | -$27.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $224.54万 | 0.95% | 31,208 | 48 | 0.2% | $3,454 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $268.86万 | 1.14% | 32,365 | 786 | 2.5% | $6.53万 | 加仓 |
| TXN | TEXAS INSTRS INC | $269.10万 | 1.14% | 9,028 | -67 | -0.7% | -$2.00万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $280.30万 | 1.19% | 156,330 | -5,674 | -3.5% | -$10.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $286.48万 | 1.21% | 7,742 | -204 | -2.6% | -$7.55万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $287.01万 | 1.22% | 53,537 | 537 | 1.0% | $2.88万 | 加仓 |
| CAT | CATERPILLAR INC | $292.02万 | 1.24% | 2,742 | 6 | 0.2% | $6,390 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $306.87万 | 1.30% | 57,780 | -138 | -0.2% | -$7,329 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $307.99万 | 1.31% | 19,412 | 248 | 1.3% | $3.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $317.25万 | 1.35% | 6,340 | 340 | 5.7% | $17.01万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $325.63万 | 1.38% | 17,580 | 29 | 0.2% | $5,372 | 加仓 |
| EFA | ISHARES TR | $333.43万 | 1.41% | 32,098 | 51 | 0.2% | $5,298 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $363.53万 | 1.54% | 33,817 | 1,696 | 5.3% | $18.23万 | 加仓 |
| LLY | ELI LILLY & CO | $363.98万 | 1.54% | 3,035 | -96 | -3.1% | -$11.51万 | 减仓 |
| DVY | ISHARES TR | $364.23万 | 1.54% | 23,303 | 335 | 1.5% | $5.24万 | 加仓 |
| VGT | VANGUARD WORLD FD | $371.68万 | 1.58% | 31,097 | -1,039 | -3.2% | -$12.42万 | 减仓 |
| GLD | SPDR GOLD TR | $419.77万 | 1.78% | 11,395 | -98 | -0.9% | -$3.61万 | 减仓 |
| GEV | GE VERNOVA INC | $597.77万 | 2.53% | 5,088 | -26 | -0.5% | -$3.05万 | 减仓 |
| AMZN | AMAZON COM INC | $786.28万 | 3.33% | 32,990 | 9,475 | 40.3% | $225.83万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $801.38万 | 3.40% | 11,394 | 230 | 2.1% | $16.18万 | 加仓 |
| CSCO | CISCO SYS INC | $887.66万 | 3.76% | 75,571 | 280 | 0.4% | $3.29万 | 加仓 |
| IWM | ISHARES TR | $891.48万 | 3.78% | 29,672 | 50 | 0.2% | $1.50万 | 加仓 |
| GE | GE AEROSPACE | $921.90万 | 3.91% | 24,668 | 787 | 3.3% | $29.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $961.42万 | 4.08% | 45,186 | 1,550 | 3.6% | $32.98万 | 加仓 |
| AAPL | APPLE INC | $1,108.18万 | 4.70% | 38,298 | 3,071 | 8.7% | $88.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,183.95万 | 5.02% | 15,854 | 61 | 0.4% | $4.56万 | 加仓 |