SFG Wealth Management, LLC.
TOWSON MD · SEC CIK 0001908914
$2.78亿2026Q2 申报市值
113持仓数
63.3%前十大占比 · 第一大 16.6%
24 / 12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
MFSV 加仓+$474.05万
SPYM 加仓+$457.77万
FWD 新建仓+$256.84万
MFUS 新建仓+$171.01万
PYLD 加仓+$127.78万
2026Q2 卖出最多 按季末市值估算
OUNZ 减仓-$373.53万
SPY 减仓-$317.15万
GLTR 清仓-$254.61万
TBIL 清仓-$207.47万
SHLD 清仓-$173.66万
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 |
|---|---|---|---|---|---|---|---|---|
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | -11,641 | -100.0% | -$254.61万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -41,610 | -100.0% | -$207.47万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -24,514 | -100.0% | -$173.66万 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -47,951 | -100.0% | -$172.15万 | 清仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -32,377 | -100.0% | -$85.09万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -23,420 | -100.0% | -$80.59万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,394 | -100.0% | -$71.84万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,613 | -100.0% | -$43.91万 | 清仓 |
| ARKX | ARK ETF TR | $0 | 0.00% | 0 | -13,401 | -100.0% | -$39.33万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,069 | -100.0% | -$37.63万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -3,371 | -100.0% | -$23.95万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,215 | -100.0% | -$20.53万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $18.73万 | 0.07% | 11,039 | 11,039 | — | $18.73万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.16万 | 0.07% | 2,692 | -100 | -3.6% | -$7,489 | 减仓 |
| — | HARBOR ETF TRUST | $20.35万 | 0.07% | 4,466 | 4,466 | — | $20.35万 | 新建仓 |
| ARKK | ARK ETF TR | $20.79万 | 0.07% | 2,573 | -437 | -14.5% | -$3.53万 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $23.75万 | 0.09% | 2,529 | -62 | -2.4% | -$5,823 | 减仓 |
| MINO | PIMCO ETF TR | $26.15万 | 0.09% | 5,714 | 5,714 | — | $26.15万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.70万 | 0.10% | 5,918 | 5,918 | — | $26.70万 | 新建仓 |
| META | META PLATFORMS INC | $26.93万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.58万 | 0.10% | 1,179 | 100 | 9.3% | $2.42万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.92万 | 0.11% | 1,453 | 208 | 16.7% | $4.43万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $32.23万 | 0.12% | 3,912 | -6,602 | -62.8% | -$54.39万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $32.82万 | 0.12% | 5,399 | -36 | -0.7% | -$2,189 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.18万 | 0.12% | 1,336 | -51 | -3.7% | -$1.27万 | 减仓 |
| IVV | ISHARES TR | $33.33万 | 0.12% | 445 | -118 | -21.0% | -$8.84万 | 减仓 |
| IEFA | ISHARES TR | $33.51万 | 0.12% | 3,469 | 719 | 26.1% | $6.94万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $33.60万 | 0.12% | 1,193 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $34.85万 | 0.13% | 4,778 | 27 | 0.6% | $1,969 | 加仓 |
| IUSG | ISHARES TR | $36.52万 | 0.13% | 1,942 | 319 | 19.7% | $6.00万 | 加仓 |
| IUSV | ISHARES TR | $38.23万 | 0.14% | 3,471 | 198 | 6.0% | $2.18万 | 加仓 |
| AZN | ASTRAZENECA PLC | $39.04万 | 0.14% | 2,059 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $39.08万 | 0.14% | 4,033 | 4,033 | — | $39.08万 | 新建仓 |
| SLV | ISHARES SILVER TR | $40.95万 | 0.15% | 7,658 | -8,185 | -51.7% | -$43.77万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $41.05万 | 0.15% | 3,680 | -485 | -11.6% | -$5.41万 | 减仓 |
| GOOG | ALPHABET INC | $41.52万 | 0.15% | 1,175 | -140 | -10.6% | -$4.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.53万 | 0.15% | 1,269 | -252 | -16.6% | -$8.25万 | 减仓 |
| RTX | RTX CORPORATION | $41.93万 | 0.15% | 2,210 | -27 | -1.2% | -$5,123 | 减仓 |
| LGLV | SPDR SERIES TRUST | $41.95万 | 0.15% | 2,312 | 2,312 | — | $41.95万 | 新建仓 |
| HD | HOME DEPOT INC | $41.97万 | 0.15% | 1,190 | -50 | -4.0% | -$1.76万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $42.01万 | 0.15% | 8,306 | 11 | 0.1% | $556 | 加仓 |
| ALLW | SSGA ACTIVE TR | $42.15万 | 0.15% | 14,400 | 14,400 | — | $42.15万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $42.22万 | 0.15% | 4,607 | 37 | 0.8% | $3,390 | 加仓 |
| OSEA | HARBOR ETF TRUST | $42.70万 | 0.15% | 13,982 | -2,168 | -13.4% | -$6.62万 | 减仓 |
| — | WISDOMTREE TR | $42.71万 | 0.15% | 7,406 | 7,406 | — | $42.71万 | 新建仓 |
| — | WISDOMTREE TR | $43.15万 | 0.16% | 7,731 | 7,731 | — | $43.15万 | 新建仓 |
| IWM | ISHARES TR | $43.29万 | 0.16% | 1,441 | -182 | -11.2% | -$5.47万 | 减仓 |
| SHEL | SHELL PLC | $44.28万 | 0.16% | 5,711 | 5,711 | — | $44.28万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $46.76万 | 0.17% | 2,947 | -1,172 | -28.5% | -$18.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $48.74万 | 0.18% | 957 | 9 | 0.9% | $4,584 | 加仓 |
| SLVP | ISHARES INC | $48.75万 | 0.18% | 15,812 | 1,412 | 9.8% | $4.35万 | 加仓 |
| OIH | VANECK ETF TRUST | $49.59万 | 0.18% | 1,333 | 443 | 49.8% | $16.48万 | 加仓 |
| COPX | GLOBAL X FDS | $50.19万 | 0.18% | 6,521 | -347 | -5.1% | -$2.67万 | 减仓 |
| IDEV | ISHARES TR | $50.90万 | 0.18% | 5,718 | -724 | -11.2% | -$6.44万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $55.35万 | 0.20% | 7,893 | 7,893 | — | $55.35万 | 新建仓 |
| RBLX | ROBLOX CORP | $56.94万 | 0.20% | 10,471 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $58.41万 | 0.21% | 7,578 | -75 | -1.0% | -$5,781 | 减仓 |
| IJR | ISHARES TR | $59.96万 | 0.22% | 4,043 | -622 | -13.3% | -$9.22万 | 减仓 |
| PMBS | PIMCO ETF TR | $61.02万 | 0.22% | 12,358 | 12,358 | — | $61.02万 | 新建仓 |
| AVGO | BROADCOM INC | $62.02万 | 0.22% | 1,642 | 54 | 3.4% | $2.04万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $63.13万 | 0.23% | 13,103 | 511 | 4.1% | $2.46万 | 加仓 |
| WINN | HARBOR ETF TRUST | $63.37万 | 0.23% | 19,515 | -35,401 | -64.5% | -$114.95万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $67.96万 | 0.24% | 5,338 | 5,338 | — | $67.96万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $68.65万 | 0.25% | 14,215 | 14,215 | — | $68.65万 | 新建仓 |
| IJH | ISHARES TR | $68.92万 | 0.25% | 8,938 | -965 | -9.7% | -$7.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.57万 | 0.26% | 1,232 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $72.34万 | 0.26% | 11,647 | 11,647 | — | $72.34万 | 新建仓 |
| INFO | HARBOR ETF TRUST | $72.44万 | 0.26% | 26,638 | 26,638 | — | $72.44万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $73.60万 | 0.26% | 7,466 | 2,723 | 57.4% | $26.84万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $73.69万 | 0.27% | 6,242 | 4,049 | 184.6% | $47.80万 | 加仓 |
| GOOGL | ALPHABET INC | $79.29万 | 0.29% | 2,219 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $80.69万 | 0.29% | 20,107 | 482 | 2.5% | $1.93万 | 加仓 |
| — | EXXON MOBIL CORP | $85.43万 | 0.31% | 6,249 | -169 | -2.6% | -$2.31万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $86.11万 | 0.31% | 21,219 | 21,219 | — | $86.11万 | 新建仓 |
| MUNI | PIMCO ETF TR | $86.56万 | 0.31% | 16,457 | 16,457 | — | $86.56万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $86.68万 | 0.31% | 9,647 | -86 | -0.9% | -$7,727 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.27万 | 0.32% | 1,764 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $89.23万 | 0.32% | 7,186 | -1,774 | -19.8% | -$22.03万 | 减仓 |
| SMMU | PIMCO ETF TR | $92.91万 | 0.33% | 18,397 | 18,397 | — | $92.91万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $93.03万 | 0.33% | 10,200 | 10,200 | — | $93.03万 | 新建仓 |
| DHS | WISDOMTREE TR | $93.52万 | 0.34% | 8,226 | 8,226 | — | $93.52万 | 新建仓 |
| — | KRANESHARES TRUST | $99.05万 | 0.36% | 18,879 | 8,292 | 78.3% | $43.51万 | 加仓 |
| AGIX | KRANESHARES TRUST | $109.01万 | 0.39% | 23,249 | 23,249 | — | $109.01万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $111.22万 | 0.40% | 3,006 | -651 | -17.8% | -$24.09万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $112.28万 | 0.40% | 16,619 | 10,109 | 155.3% | $68.30万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $117.20万 | 0.42% | 23,258 | 15,239 | 190.0% | $76.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $118.74万 | 0.43% | 1,729 | -215 | -11.1% | -$14.77万 | 减仓 |
| REMX | VANECK ETF TRUST | $122.28万 | 0.44% | 13,816 | -3,068 | -18.2% | -$27.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $123.36万 | 0.44% | 3,307 | -71 | -2.1% | -$2.65万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $124.55万 | 0.45% | 28,871 | 2,076 | 7.7% | $8.96万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $127.45万 | 0.46% | 15,866 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $128.69万 | 0.46% | 22,314 | 474 | 2.2% | $2.73万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $135.10万 | 0.49% | 53,674 | 62 | 0.1% | $1,561 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $138.86万 | 0.50% | 29,425 | -191 | -0.6% | -$9,014 | 减仓 |
| AMZN | AMAZON COM INC | $147.89万 | 0.53% | 6,205 | -199 | -3.1% | -$4.74万 | 减仓 |
| PYLD | PIMCO ETF TR | $149.98万 | 0.54% | 56,554 | 48,181 | 575.4% | $127.78万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $150.67万 | 0.54% | 12,663 | 1,416 | 12.6% | $16.85万 | 加仓 |
| GDX | VANECK ETF TRUST | $164.25万 | 0.59% | 21,770 | -4,392 | -16.8% | -$33.14万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $171.01万 | 0.62% | 25,460 | 25,460 | — | $171.01万 | 新建仓 |
| PWRD | TCW ETF TRUST | $181.76万 | 0.65% | 14,782 | 1,117 | 8.2% | $13.73万 | 加仓 |