SFG Wealth Management, LLC.
TOWSON MD · SEC CIK 0001908914
$2.43亿2026Q1 申报市值
100持仓数
64.0%前十大占比 · 第一大 15.0%
13 / 43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
SPYM 加仓+$1,076.28万
MFSV 加仓+$732.50万
BILZ 新建仓+$354.20万
OUNZ 加仓+$328.16万
MGNR 加仓+$210.97万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$753.54万
SIMPLIFY EXCHANG 减仓-$294.37万
GSST 减仓-$241.19万
ALAI 清仓-$236.03万
VB 清仓-$169.32万
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 |
|---|---|---|---|---|---|---|---|---|
| ALAI | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -65,364 | -100.0% | -$236.03万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -6,564 | -100.0% | -$169.32万 | 清仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -72,993 | -100.0% | -$163.61万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,351 | -100.0% | -$163.48万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -16,967 | -100.0% | -$163.15万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -15,381 | -100.0% | -$153.72万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -15,189 | -100.0% | -$122.47万 | 清仓 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | -16,315 | -100.0% | -$86.71万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -18,110 | -100.0% | -$79.03万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,528 | -100.0% | -$75.46万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,522 | -100.0% | -$73.18万 | 清仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $0 | 0.00% | 0 | -22,822 | -100.0% | -$69.26万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -14,831 | -100.0% | -$65.95万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -5,133 | -100.0% | -$58.05万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,841 | -100.0% | -$55.62万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,801 | -100.0% | -$55.48万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,513 | -100.0% | -$55.13万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -11,034 | -100.0% | -$44.94万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -10,276 | -100.0% | -$41.66万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -452 | -100.0% | -$39.74万 | 清仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $0 | 0.00% | 0 | -29,150 | -100.0% | -$38.01万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,060 | -100.0% | -$37.87万 | 清仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -16,233 | -100.0% | -$35.71万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -544 | -100.0% | -$35.55万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -991 | -100.0% | -$34.77万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -3,235 | -100.0% | -$34.19万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -16,865 | -100.0% | -$34.12万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -4,063 | -100.0% | -$33.70万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,340 | -100.0% | -$32.07万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,214 | -100.0% | -$31.78万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,713 | -100.0% | -$28.37万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -11,385 | -100.0% | -$28.35万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -5,948 | -100.0% | -$25.42万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,407 | -100.0% | -$25.34万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,592 | -100.0% | -$25.00万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -4,124 | -100.0% | -$24.96万 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -3,801 | -100.0% | -$24.65万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -4,344 | -100.0% | -$23.77万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,357 | -100.0% | -$22.09万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -461 | -100.0% | -$20.72万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,051 | -100.0% | -$20.49万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -10,684 | -100.0% | -$16.03万 | 清仓 |
| UA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -28,100 | -100.0% | -$13.49万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.42万 | 0.08% | 2,792 | -165 | -5.6% | -$1.21万 | 重新持有 |
| GLDM | WORLD GOLD TR | $20.53万 | 0.08% | 2,215 | 2,215 | — | $20.53万 | 新建仓 |
| PYLD | PIMCO ETF TR | $21.94万 | 0.09% | 8,373 | 8,373 | — | $21.94万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $23.03万 | 0.09% | 2,193 | -93 | -4.1% | -$9,768 | 减仓 |
| ITA | ISHARES TR | $23.60万 | 0.10% | 1,079 | 1,079 | — | $23.60万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.89万 | 0.10% | 1,245 | -436 | -25.9% | -$8.37万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.95万 | 0.10% | 3,371 | 3,371 | — | $23.95万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.04万 | 0.10% | 2,591 | -359 | -12.2% | -$3.33万 | 减仓 |
| IEFA | ISHARES TR | $24.89万 | 0.10% | 2,750 | -21 | -0.8% | -$1,901 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.06万 | 0.10% | 1,232 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.17万 | 0.10% | 1,623 | -520 | -24.3% | -$8.06万 | 减仓 |
| META | META PLATFORMS INC | $27.35万 | 0.11% | 478 | -395 | -45.2% | -$22.60万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $29.97万 | 0.12% | 4,751 | 448 | 10.4% | $2.83万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $30.75万 | 0.13% | 5,435 | -279 | -4.9% | -$1.58万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $33.13万 | 0.14% | 4,165 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $33.47万 | 0.14% | 3,273 | -874 | -21.1% | -$8.94万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $35.89万 | 0.15% | 1,193 | 7 | 0.6% | $2,106 | 加仓 |
| OIH | VANECK ETF TRUST | $35.97万 | 0.15% | 890 | 890 | — | $35.97万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $36.61万 | 0.15% | 8,019 | 97 | 1.2% | $4,428 | 加仓 |
| IVV | ISHARES TR | $36.74万 | 0.15% | 563 | -150 | -21.0% | -$9.79万 | 减仓 |
| XOP | SPDR SERIES TRUST | $37.63万 | 0.15% | 2,069 | 2,069 | — | $37.63万 | 新建仓 |
| GOOG | ALPHABET INC | $37.72万 | 0.16% | 1,315 | -2,500 | -65.5% | -$71.72万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $38.55万 | 0.16% | 6,510 | 2,732 | 72.3% | $16.18万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.73万 | 0.16% | 1,387 | -500 | -26.5% | -$13.96万 | 减仓 |
| ARKX | ARK ETF TR | $39.33万 | 0.16% | 13,401 | 13,401 | — | $39.33万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $40.09万 | 0.17% | 4,743 | 2,061 | 76.8% | $17.42万 | 加仓 |
| IWM | ISHARES TR | $40.24万 | 0.17% | 1,623 | -268 | -14.2% | -$6.65万 | 减仓 |
| AZN | ASTRAZENECA PLC | $40.61万 | 0.17% | 2,059 | 2,059 | — | $40.61万 | 新建仓 |
| HD | HOME DEPOT INC | $40.78万 | 0.17% | 1,240 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $41.88万 | 0.17% | 4,570 | -98 | -2.1% | -$8,980 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $41.93万 | 0.17% | 8,295 | -47,711 | -85.2% | -$241.19万 | 减仓 |
| — | KRANESHARES TRUST | $42.93万 | 0.18% | 10,587 | -40 | -0.4% | -$1,622 | 减仓 |
| RTX | RTX CORPORATION | $43.15万 | 0.18% | 2,237 | 682 | 43.9% | $13.16万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $43.91万 | 0.18% | 8,613 | -14,302 | -62.4% | -$72.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.74万 | 0.18% | 1,521 | -819 | -35.0% | -$24.09万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $46.75万 | 0.19% | 16,150 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $49.15万 | 0.20% | 1,588 | 1 | 0.1% | $309 | 加仓 |
| SLVP | ISHARES INC | $51.06万 | 0.21% | 14,400 | 14,400 | — | $51.06万 | 新建仓 |
| COPX | GLOBAL X FDS | $52.44万 | 0.22% | 6,868 | 3,435 | 100.1% | $26.23万 | 加仓 |
| IDEV | ISHARES TR | $53.84万 | 0.22% | 6,442 | -151 | -2.3% | -$1.26万 | 减仓 |
| GM | GENERAL MTRS CO | $57.02万 | 0.23% | 7,653 | -499 | -6.1% | -$3.72万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $57.30万 | 0.24% | 948 | 16 | 1.7% | $9,670 | 加仓 |
| IJR | ISHARES TR | $57.99万 | 0.24% | 4,665 | -89 | -1.9% | -$1.11万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $59.22万 | 0.24% | 12,592 | 318 | 2.6% | $1.50万 | 加仓 |
| RBLX | ROBLOX CORP | $59.22万 | 0.24% | 10,471 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $60.39万 | 0.25% | 4,119 | -1,173 | -22.2% | -$17.20万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.01万 | 0.25% | 9,733 | -576 | -5.6% | -$3.61万 | 减仓 |
| GOOGL | ALPHABET INC | $63.80万 | 0.26% | 2,219 | -960 | -30.2% | -$27.60万 | 减仓 |
| IJH | ISHARES TR | $66.88万 | 0.28% | 9,903 | -1,323 | -11.8% | -$8.93万 | 减仓 |
| NLR | VANECK ETF TRUST | $71.84万 | 0.30% | 5,394 | -847 | -13.6% | -$11.28万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $73.00万 | 0.30% | 19,625 | -3,167 | -13.9% | -$11.78万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $80.08万 | 0.33% | 10,514 | 10,514 | — | $80.08万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $80.59万 | 0.33% | 23,420 | 317 | 1.4% | $1.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.53万 | 0.35% | 1,764 | 15 | 0.9% | $7,188 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $85.09万 | 0.35% | 32,377 | 32,377 | — | $85.09万 | 新建仓 |
| IWF | ISHARES TR | $95.53万 | 0.39% | 2,240 | -13 | -0.6% | -$5,544 | 减仓 |