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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3,632.24万 | 14.95% | 474,554 | 140,616 | 42.1% | $1,076.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,953.16万 | 12.16% | 45,410 | -11,587 | -20.3% | -$753.54万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $2,495.51万 | 10.27% | 933,598 | 274,035 | 41.5% | $732.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,643.95万 | 6.77% | 148,814 | 33 | 0.0% | $3,646 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1,576.78万 | 6.49% | 164,316 | 3,937 | 2.5% | $37.78万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,138.35万 | 4.69% | 252,686 | 72,844 | 40.5% | $328.16万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $681.54万 | 2.81% | 86,206 | 293 | 0.3% | $2.32万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $591.07万 | 2.43% | 53,164 | -3,917 | -6.9% | -$43.55万 | 减仓 |
| HGER | HARBOR ETF TRUST | $458.71万 | 1.89% | 147,924 | 34,643 | 30.6% | $107.43万 | 加仓 |
| MINT | PIMCO ETF TR | $378.74万 | 1.56% | 37,660 | 1,510 | 4.2% | $15.19万 | 加仓 |
| BILZ | PIMCO ETF TR | $354.20万 | 1.46% | 35,080 | 35,080 | — | $354.20万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $314.69万 | 1.30% | 12,327 | 204 | 1.7% | $5.21万 | 加仓 |
| ITOT | ISHARES TR | $310.05万 | 1.28% | 21,768 | 84 | 0.4% | $1.20万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $306.21万 | 1.26% | 44,846 | 246 | 0.6% | $1.68万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $278.40万 | 1.15% | 53,975 | 40,901 | 312.8% | $210.97万 | 加仓 |
| SHY | ISHARES TR | $255.25万 | 1.05% | 30,913 | 1,952 | 6.7% | $16.12万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $254.61万 | 1.05% | 11,641 | -2,648 | -18.5% | -$57.92万 | 减仓 |
| GDX | VANECK ETF TRUST | $240.09万 | 0.99% | 26,162 | -768 | -2.9% | -$7.05万 | 减仓 |
| WMT | WALMART INC | $236.03万 | 0.97% | 18,992 | -1,042 | -5.2% | -$12.95万 | 减仓 |
| AAPL | APPLE INC | $224.58万 | 0.92% | 8,849 | -2,229 | -20.1% | -$56.57万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $223.81万 | 0.92% | 2,500 | -250 | -9.1% | -$22.38万 | 减仓 |
| GDE | WISDOMTREE TR | $209.11万 | 0.86% | 33,244 | -374 | -1.1% | -$2.35万 | 减仓 |
| TBIL | RBB FD INC | $207.47万 | 0.85% | 41,610 | 41,610 | — | $207.47万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $196.28万 | 0.81% | 11,254 | 210 | 1.9% | $3.66万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $174.58万 | 0.72% | 57,240 | -53 | -0.1% | -$1,617 | 减仓 |
| SHLD | GLOBAL X FDS | $173.66万 | 0.71% | 24,514 | 12,950 | 112.0% | $91.74万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $172.15万 | 0.71% | 47,951 | 7,303 | 18.0% | $26.22万 | 加仓 |
| WINN | HARBOR ETF TRUST | $152.27万 | 0.63% | 54,916 | 13 | 0.0% | $360 | 加仓 |
| REMX | VANECK ETF TRUST | $148.58万 | 0.61% | 16,884 | -2,684 | -13.7% | -$23.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $137.38万 | 0.57% | 2,380 | 750 | 46.0% | $43.29万 | 加仓 |
| PWRD | TCW ETF TRUST | $133.60万 | 0.55% | 13,665 | -7,226 | -34.6% | -$70.65万 | 减仓 |
| AMZN | AMAZON COM INC | $133.38万 | 0.55% | 6,404 | -2,427 | -27.5% | -$50.55万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $132.90万 | 0.55% | 53,612 | -4,670 | -8.0% | -$11.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $125.04万 | 0.51% | 3,378 | -844 | -20.0% | -$31.24万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $123.16万 | 0.51% | 29,616 | -70,785 | -70.5% | -$294.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $117.31万 | 0.48% | 3,657 | -386 | -9.5% | -$12.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $116.16万 | 0.48% | 1,944 | -21 | -1.1% | -$1.25万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $113.93万 | 0.47% | 15,866 | -20,500 | -56.4% | -$147.21万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $110.12万 | 0.45% | 11,247 | 1,086 | 10.7% | $10.63万 | 加仓 |
| — | EXXON MOBIL CORP | $108.89万 | 0.45% | 6,418 | -1,481 | -18.7% | -$25.13万 | 减仓 |
| SLV | ISHARES SILVER TR | $107.95万 | 0.44% | 15,843 | 421 | 2.7% | $2.87万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $105.65万 | 0.43% | 26,795 | 2,438 | 10.0% | $9.61万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $105.53万 | 0.43% | 21,840 | 2,090 | 10.6% | $10.10万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $101.35万 | 0.42% | 3,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $95.53万 | 0.39% | 2,240 | -13 | -0.6% | -$5,544 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $85.09万 | 0.35% | 32,377 | 32,377 | — | $85.09万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.53万 | 0.35% | 1,764 | 15 | 0.9% | $7,188 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $80.59万 | 0.33% | 23,420 | 317 | 1.4% | $1.09万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $80.08万 | 0.33% | 10,514 | 10,514 | — | $80.08万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $73.00万 | 0.30% | 19,625 | -3,167 | -13.9% | -$11.78万 | 减仓 |
| NLR | VANECK ETF TRUST | $71.84万 | 0.30% | 5,394 | -847 | -13.6% | -$11.28万 | 减仓 |
| IJH | ISHARES TR | $66.88万 | 0.28% | 9,903 | -1,323 | -11.8% | -$8.93万 | 减仓 |
| GOOGL | ALPHABET INC | $63.80万 | 0.26% | 2,219 | -960 | -30.2% | -$27.60万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.01万 | 0.25% | 9,733 | -576 | -5.6% | -$3.61万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $60.39万 | 0.25% | 4,119 | -1,173 | -22.2% | -$17.20万 | 减仓 |
| RBLX | ROBLOX CORP | $59.22万 | 0.24% | 10,471 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $59.22万 | 0.24% | 12,592 | 318 | 2.6% | $1.50万 | 加仓 |
| IJR | ISHARES TR | $57.99万 | 0.24% | 4,665 | -89 | -1.9% | -$1.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $57.30万 | 0.24% | 948 | 16 | 1.7% | $9,670 | 加仓 |
| GM | GENERAL MTRS CO | $57.02万 | 0.23% | 7,653 | -499 | -6.1% | -$3.72万 | 减仓 |
| IDEV | ISHARES TR | $53.84万 | 0.22% | 6,442 | -151 | -2.3% | -$1.26万 | 减仓 |
| COPX | GLOBAL X FDS | $52.44万 | 0.22% | 6,868 | 3,435 | 100.1% | $26.23万 | 加仓 |
| SLVP | ISHARES INC | $51.06万 | 0.21% | 14,400 | 14,400 | — | $51.06万 | 新建仓 |
| AVGO | BROADCOM INC | $49.15万 | 0.20% | 1,588 | 1 | 0.1% | $309 | 加仓 |
| OSEA | HARBOR ETF TRUST | $46.75万 | 0.19% | 16,150 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.74万 | 0.18% | 1,521 | -819 | -35.0% | -$24.09万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $43.91万 | 0.18% | 8,613 | -14,302 | -62.4% | -$72.91万 | 减仓 |
| RTX | RTX CORPORATION | $43.15万 | 0.18% | 2,237 | 682 | 43.9% | $13.16万 | 加仓 |
| — | KRANESHARES TRUST | $42.93万 | 0.18% | 10,587 | -40 | -0.4% | -$1,622 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $41.93万 | 0.17% | 8,295 | -47,711 | -85.2% | -$241.19万 | 减仓 |
| BIL | SPDR SERIES TRUST | $41.88万 | 0.17% | 4,570 | -98 | -2.1% | -$8,980 | 减仓 |
| HD | HOME DEPOT INC | $40.78万 | 0.17% | 1,240 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $40.61万 | 0.17% | 2,059 | 2,059 | — | $40.61万 | 新建仓 |
| IWM | ISHARES TR | $40.24万 | 0.17% | 1,623 | -268 | -14.2% | -$6.65万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $40.09万 | 0.17% | 4,743 | 2,061 | 76.8% | $17.42万 | 加仓 |
| ARKX | ARK ETF TR | $39.33万 | 0.16% | 13,401 | 13,401 | — | $39.33万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.73万 | 0.16% | 1,387 | -500 | -26.5% | -$13.96万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $38.55万 | 0.16% | 6,510 | 2,732 | 72.3% | $16.18万 | 加仓 |
| GOOG | ALPHABET INC | $37.72万 | 0.16% | 1,315 | -2,500 | -65.5% | -$71.72万 | 减仓 |
| XOP | SPDR SERIES TRUST | $37.63万 | 0.15% | 2,069 | 2,069 | — | $37.63万 | 新建仓 |
| IVV | ISHARES TR | $36.74万 | 0.15% | 563 | -150 | -21.0% | -$9.79万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $36.61万 | 0.15% | 8,019 | 97 | 1.2% | $4,428 | 加仓 |
| OIH | VANECK ETF TRUST | $35.97万 | 0.15% | 890 | 890 | — | $35.97万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $35.89万 | 0.15% | 1,193 | 7 | 0.6% | $2,106 | 加仓 |
| IUSV | ISHARES TR | $33.47万 | 0.14% | 3,273 | -874 | -21.1% | -$8.94万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $33.13万 | 0.14% | 4,165 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $30.75万 | 0.13% | 5,435 | -279 | -4.9% | -$1.58万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $29.97万 | 0.12% | 4,751 | 448 | 10.4% | $2.83万 | 加仓 |
| META | META PLATFORMS INC | $27.35万 | 0.11% | 478 | -395 | -45.2% | -$22.60万 | 减仓 |
| IUSG | ISHARES TR | $25.17万 | 0.10% | 1,623 | -520 | -24.3% | -$8.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.06万 | 0.10% | 1,232 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $24.89万 | 0.10% | 2,750 | -21 | -0.8% | -$1,901 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.04万 | 0.10% | 2,591 | -359 | -12.2% | -$3.33万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.95万 | 0.10% | 3,371 | 3,371 | — | $23.95万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.89万 | 0.10% | 1,245 | -436 | -25.9% | -$8.37万 | 减仓 |
| ITA | ISHARES TR | $23.60万 | 0.10% | 1,079 | 1,079 | — | $23.60万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $23.03万 | 0.09% | 2,193 | -93 | -4.1% | -$9,768 | 减仓 |
| PYLD | PIMCO ETF TR | $21.94万 | 0.09% | 8,373 | 8,373 | — | $21.94万 | 新建仓 |
| GLDM | WORLD GOLD TR | $20.53万 | 0.08% | 2,215 | 2,215 | — | $20.53万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.42万 | 0.08% | 2,792 | -165 | -5.6% | -$1.21万 | 重新持有 |