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 |