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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $33.18万 | 0.12% | 1,336 | -51 | -3.7% | -$1.27万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $32.82万 | 0.12% | 5,399 | -36 | -0.7% | -$2,189 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $32.23万 | 0.12% | 3,912 | -6,602 | -62.8% | -$54.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.92万 | 0.11% | 1,453 | 208 | 16.7% | $4.43万 | 加仓 |
| ITA | ISHARES TR | $28.58万 | 0.10% | 1,179 | 100 | 9.3% | $2.42万 | 加仓 |
| META | META PLATFORMS INC | $26.93万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.70万 | 0.10% | 5,918 | 5,918 | — | $26.70万 | 新建仓 |
| MINO | PIMCO ETF TR | $26.15万 | 0.09% | 5,714 | 5,714 | — | $26.15万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $23.75万 | 0.09% | 2,529 | -62 | -2.4% | -$5,823 | 减仓 |
| ARKK | ARK ETF TR | $20.79万 | 0.07% | 2,573 | -437 | -14.5% | -$3.53万 | 重新持有 |
| — | HARBOR ETF TRUST | $20.35万 | 0.07% | 4,466 | 4,466 | — | $20.35万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.16万 | 0.07% | 2,692 | -100 | -3.6% | -$7,489 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $18.73万 | 0.07% | 11,039 | 11,039 | — | $18.73万 | 新建仓 |
| 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 |