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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $193.62万 | 0.70% | 2,629 | 249 | 10.5% | $18.34万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $200.14万 | 0.72% | 56,795 | -445 | -0.8% | -$1.57万 | 减仓 |
| GDE | WISDOMTREE TR | $201.73万 | 0.73% | 33,019 | -225 | -0.7% | -$1.37万 | 减仓 |
| WMT | WALMART INC | $213.72万 | 0.77% | 18,870 | -122 | -0.6% | -$1.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $215.76万 | 0.78% | 10,783 | -471 | -4.2% | -$9.42万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $244.53万 | 0.88% | 2,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $253.33万 | 0.91% | 8,755 | -94 | -1.1% | -$2.72万 | 减仓 |
| SHY | ISHARES TR | $254.64万 | 0.92% | 31,012 | 99 | 0.3% | $8,129 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $256.84万 | 0.92% | 17,340 | 17,340 | — | $256.84万 | 新建仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $274.64万 | 0.99% | 56,569 | 2,594 | 4.8% | $12.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $346.29万 | 1.25% | 3,000 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $349.73万 | 1.26% | 21,290 | -478 | -2.2% | -$7.85万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $350.00万 | 1.26% | 43,178 | -1,668 | -3.7% | -$13.52万 | 减仓 |
| BILZ | PIMCO ETF TR | $373.43万 | 1.34% | 36,999 | 1,919 | 5.5% | $19.37万 | 加仓 |
| HGER | HARBOR ETF TRUST | $384.42万 | 1.38% | 131,024 | -16,900 | -11.4% | -$49.58万 | 减仓 |
| MINT | PIMCO ETF TR | $430.03万 | 1.55% | 42,657 | 4,997 | 13.3% | $50.38万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $511.60万 | 1.84% | 13,096 | 769 | 6.2% | $30.04万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $601.59万 | 2.16% | 155,892 | -96,794 | -38.3% | -$373.53万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $657.85万 | 2.37% | 51,363 | -1,801 | -3.4% | -$23.07万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $756.41万 | 2.72% | 83,314 | -2,892 | -3.4% | -$26.26万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1,868.00万 | 6.72% | 166,652 | 2,336 | 1.4% | $26.18万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,921.79万 | 6.91% | 154,039 | 5,225 | 3.5% | $65.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,073.91万 | 11.05% | 41,163 | -4,247 | -9.4% | -$317.15万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $3,141.34万 | 11.30% | 1,099,524 | 165,926 | 17.8% | $474.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,628.15万 | 16.64% | 526,644 | 52,090 | 11.0% | $457.77万 | 加仓 |