FWG Investments, LLC.
LEXINGTON KY · SEC CIK 0001944877
$1.89亿2026Q2 申报市值
116持仓数
42.0%前十大占比 · 第一大 10.0%
20 / 21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
SIXD 新建仓+$639.51万
MAYT 新建仓+$562.26万
AIM ETF PRODUCTS 新建仓+$364.55万
SPYM 加仓+$357.72万
FEBT 新建仓+$298.35万
2026Q2 卖出最多 按季末市值估算
AIM ETF PRODUCTS 清仓-$469.37万
AIM ETF PRODUCTS 清仓-$429.43万
AIM ETF PRODUCTS 清仓-$293.54万
AIM ETF PRODUCTS 清仓-$168.68万
QUAL 清仓-$123.94万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,886.82万 | 9.98% | 27,472 | -776 | -2.7% | -$53.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,671.20万 | 8.84% | 194,010 | 21,558 | 12.5% | $185.70万 | 加仓 |
| — | CAPITOL SER TR | $654.99万 | 3.47% | 261,629 | 15,198 | 6.2% | $38.05万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $639.51万 | 3.38% | 207,396 | 207,396 | — | $639.51万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $621.12万 | 3.29% | 70,678 | 40,706 | 135.8% | $357.72万 | 加仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $562.26万 | 2.97% | 144,178 | 144,178 | — | $562.26万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $515.95万 | 2.73% | 187,004 | 99,087 | 112.7% | $273.38万 | 加仓 |
| IWY | ISHARES TR | $488.49万 | 2.58% | 16,809 | -258 | -1.5% | -$7.50万 | 减仓 |
| IEMG | ISHARES INC | $466.34万 | 2.47% | 56,294 | -5,300 | -8.6% | -$43.91万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $438.04万 | 2.32% | 111,567 | 12,690 | 12.8% | $49.82万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $364.55万 | 1.93% | 96,468 | 96,468 | — | $364.55万 | 新建仓 |
| IWX | ISHARES TR | $313.79万 | 1.66% | 29,840 | 411 | 1.4% | $4.32万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $298.35万 | 1.58% | 72,521 | 72,521 | — | $298.35万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $296.31万 | 1.57% | 49,426 | 5,197 | 11.8% | $31.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $275.03万 | 1.46% | 40,440 | 6,518 | 19.2% | $44.33万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $258.89万 | 1.37% | 49,510 | -1,740 | -3.4% | -$9.10万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $256.10万 | 1.35% | 75,801 | -3,905 | -4.9% | -$13.19万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $255.58万 | 1.35% | 69,831 | 12,583 | 22.0% | $46.05万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $249.69万 | 1.32% | 70,119 | -252 | -0.4% | -$8,974 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $249.06万 | 1.32% | 44,316 | 11,397 | 34.6% | $64.05万 | 加仓 |
| IVW | ISHARES TR | $241.14万 | 1.28% | 17,534 | 2,013 | 13.0% | $27.68万 | 加仓 |
| IDEV | ISHARES TR | $232.80万 | 1.23% | 26,154 | -1,917 | -6.8% | -$17.06万 | 减仓 |
| AGEM | ABRDN FDS | $218.21万 | 1.15% | 44,189 | -2,667 | -5.7% | -$13.17万 | 减仓 |
| BILZ | PIMCO ETF TR | $214.54万 | 1.14% | 21,256 | 14,827 | 230.6% | $149.65万 | 加仓 |
| AAPL | APPLE INC | $208.61万 | 1.10% | 7,209 | 85 | 1.2% | $2.46万 | 加仓 |
| ACWV | ISHARES INC | $207.82万 | 1.10% | 17,285 | 151 | 0.9% | $1.82万 | 加仓 |
| IUSB | ISHARES TR | $194.46万 | 1.03% | 42,136 | 10,752 | 34.3% | $49.62万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $187.34万 | 0.99% | 34,394 | -1,037 | -2.9% | -$5.65万 | 减仓 |
| EFG | ISHARES TR | $181.66万 | 0.96% | 14,601 | 1,851 | 14.5% | $23.03万 | 加仓 |
| IVE | ISHARES TR | $176.95万 | 0.94% | 7,793 | -1,308 | -14.4% | -$29.70万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $172.74万 | 0.91% | 31,355 | -624 | -2.0% | -$3.44万 | 减仓 |
| — | ELEVATION SERIES TRUST | $171.54万 | 0.91% | 37,751 | 4,036 | 12.0% | $18.34万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $168.72万 | 0.89% | 28,845 | 151 | 0.5% | $8,832 | 加仓 |
| EFV | ISHARES TR | $165.10万 | 0.87% | 21,567 | -628 | -2.8% | -$4.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $162.71万 | 0.86% | 4,397 | 1,337 | 43.7% | $49.48万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $161.11万 | 0.85% | 34,469 | 21,753 | 171.1% | $101.67万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $158.88万 | 0.84% | 28,845 | -30 | -0.1% | -$1,652 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $155.89万 | 0.82% | 25,564 | 2,539 | 11.0% | $15.48万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $150.12万 | 0.79% | 40,317 | 2,082 | 5.4% | $7.75万 | 加仓 |
| IWS | ISHARES TR | $146.73万 | 0.78% | 8,914 | -1,127 | -11.2% | -$18.55万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $144.68万 | 0.77% | 24,300 | -1,268 | -5.0% | -$7.55万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $143.01万 | 0.76% | 27,365 | 444 | 1.6% | $2.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $137.78万 | 0.73% | 1,871 | 183 | 10.8% | $13.48万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $131.95万 | 0.70% | 21,550 | -645 | -2.9% | -$3.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $128.05万 | 0.68% | 14,979 | 5,790 | 63.0% | $49.50万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $123.23万 | 0.65% | 35,371 | -1,255 | -3.4% | -$4.37万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $122.37万 | 0.65% | 21,657 | -1,621 | -7.0% | -$9.16万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $110.68万 | 0.59% | 20,994 | -1,864 | -8.2% | -$9.83万 | 减仓 |
| — | ELEVATION SERIES TRUST | $105.23万 | 0.56% | 44,216 | 7,588 | 20.7% | $18.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $98.94万 | 0.52% | 19,634 | -2,955 | -13.1% | -$14.89万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $93.33万 | 0.49% | 12,713 | 908 | 7.7% | $6.67万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $89.74万 | 0.47% | 5,679 | 1,498 | 35.8% | $23.67万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $88.51万 | 0.47% | 21,305 | 979 | 4.8% | $4.07万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $88.13万 | 0.47% | 7,259 | -294 | -3.9% | -$3.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $88.06万 | 0.47% | 4,401 | -757 | -14.7% | -$15.15万 | 减仓 |
| MTUM | ISHARES TR | $87.26万 | 0.46% | 2,545 | -871 | -25.5% | -$29.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $80.98万 | 0.43% | 2,171 | 24 | 1.1% | $8,953 | 加仓 |
| VGT | VANGUARD WORLD FD | $74.58万 | 0.39% | 6,240 | 3,648 | 140.7% | $43.60万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $72.39万 | 0.38% | 14,372 | 2,172 | 17.8% | $10.94万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $72.38万 | 0.38% | 28,362 | -3,610 | -11.3% | -$9.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $71.75万 | 0.38% | 2,367 | 1,005 | 73.8% | $30.46万 | 加仓 |
| AMZN | AMAZON COM INC | $70.23万 | 0.37% | 2,946 | -63 | -2.1% | -$1.50万 | 减仓 |
| SHLD | GLOBAL X FDS | $69.77万 | 0.37% | 11,685 | 3,999 | 52.0% | $23.88万 | 加仓 |
| AOA | ISHARES TR | $69.60万 | 0.37% | 7,131 | 23 | 0.3% | $2,245 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $69.11万 | 0.37% | 20,569 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $68.61万 | 0.36% | 2,240 | 166 | 8.0% | $5.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $68.10万 | 0.36% | 2,803 | -5 | -0.2% | -$1,215 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $67.72万 | 0.36% | 15,708 | -3,213 | -17.0% | -$13.85万 | 减仓 |
| JPM | JPMORGAN CHASE CO | $65.04万 | 0.34% | 1,987 | 538 | 37.1% | $17.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.87万 | 0.34% | 2,931 | 583 | 24.8% | $12.70万 | 加仓 |
| AVGO | BROADCOM INC | $63.78万 | 0.34% | 1,688 | -69 | -3.9% | -$2.61万 | 减仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $60.82万 | 0.32% | 814 | -5 | -0.6% | -$3,736 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $58.65万 | 0.31% | 20,907 | 20,907 | — | $58.65万 | 新建仓 |
| GOVT | ISHARES TR | $58.56万 | 0.31% | 25,709 | 5,126 | 24.9% | $11.68万 | 加仓 |
| WMT | WALMART INC | $54.54万 | 0.29% | 4,816 | 86 | 1.8% | $9,740 | 加仓 |
| SPYG | SPDR SERIES TRUST | $52.97万 | 0.28% | 4,451 | 476 | 12.0% | $5.66万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $52.38万 | 0.28% | 8,076 | -799 | -9.0% | -$5.18万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $51.91万 | 0.27% | 10,322 | 10,322 | — | $51.91万 | 新建仓 |
| IVV | ISHARES TR | $50.43万 | 0.27% | 673 | -433 | -39.2% | -$32.45万 | 减仓 |
| IWP | ISHARES TR | $50.09万 | 0.26% | 3,421 | 315 | 10.1% | $4.61万 | 加仓 |
| DE | DEERE CO | $49.78万 | 0.26% | 785 | 785 | — | $49.78万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $49.48万 | 0.26% | 3,382 | 1,351 | 66.5% | $19.77万 | 加仓 |
| TSLA | TESLA INC | $46.03万 | 0.24% | 1,094 | 2 | 0.2% | $841 | 加仓 |
| SPYV | SPDR SERIES TRUST | $44.39万 | 0.23% | 7,302 | 470 | 6.9% | $2.86万 | 加仓 |
| IJH | ISHARES TR | $44.25万 | 0.23% | 5,739 | -875 | -13.2% | -$6.75万 | 减仓 |
| IJR | ISHARES TR | $42.42万 | 0.22% | 2,860 | -1,132 | -28.4% | -$16.79万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $40.83万 | 0.22% | 8,958 | 2,161 | 31.8% | $9.85万 | 加仓 |
| SCNM | STERLING CAP FDS | $40.73万 | 0.22% | 16,192 | 16,192 | — | $40.73万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $39.27万 | 0.21% | 198 | -33 | -14.3% | -$6.55万 | 减仓 |
| MBB | ISHARES TR | $37.98万 | 0.20% | 4,018 | 667 | 19.9% | $6.30万 | 加仓 |
| GOOGL | ALPHABET INC | $37.57万 | 0.20% | 1,051 | -41 | -3.8% | -$1.47万 | 减仓 |
| — | ELEVATION SERIES TRUST | $35.65万 | 0.19% | 14,191 | 2,140 | 17.8% | $5.38万 | 加仓 |
| ABBV | ABBVIE INC | $35.04万 | 0.19% | 1,392 | 3 | 0.2% | $755 | 加仓 |
| ETN | EATON CORP PLC | $34.13万 | 0.18% | 801 | -11 | -1.4% | -$4,687 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $33.42万 | 0.18% | 9,613 | 9,613 | — | $33.42万 | 新建仓 |
| MRK | MERCK CO INC | $33.05万 | 0.17% | 2,572 | -597 | -18.8% | -$7.67万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $32.81万 | 0.17% | 12,509 | -8,142 | -39.4% | -$21.36万 | 减仓 |
| GOOG | ALPHABET INC | $31.91万 | 0.17% | 903 | -9 | -1.0% | -$3,180 | 减仓 |
| PGR | PROGRESSIVE CORP | $31.11万 | 0.16% | 1,424 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $30.66万 | 0.16% | 1,336 | 0 | 0.0% | — | 不变 |