FWG Investments, LLC.
LEXINGTON KY · SEC CIK 0001944877
$1.57亿2026Q1 申报市值
117持仓数
39.6%前十大占比 · 第一大 10.7%
14 / 8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
VUG 加仓+$200.75万
CORO 新建仓+$184.07万
SPYM 加仓+$65.31万
ELEVATION SERIES 新建仓+$55.73万
ELEVATION SERIES 新建仓+$54.45万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$115.90万
ELEVATION SERIES 减仓-$114.98万
VGSH 清仓-$78.47万
IEMG 减仓-$73.20万
BILZ 减仓-$63.14万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $175.56万 | 1.12% | 15,521 | 3,598 | 30.2% | $40.70万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $176.17万 | 1.12% | 35,431 | 1,967 | 5.9% | $9.78万 | 加仓 |
| AAPL | APPLE INC | $180.80万 | 1.15% | 7,124 | 607 | 9.3% | $15.41万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $184.07万 | 1.17% | 57,248 | 57,248 | — | $184.07万 | 新建仓 |
| AGEM | ABRDN FDS | $190.07万 | 1.21% | 46,856 | -3,983 | -7.8% | -$16.16万 | 减仓 |
| IVE | ISHARES TR | $192.16万 | 1.22% | 9,101 | 1,425 | 18.6% | $30.09万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $197.36万 | 1.25% | 33,922 | 4,471 | 15.2% | $26.01万 | 加仓 |
| ACWV | ISHARES INC | $204.76万 | 1.30% | 17,134 | 0 | 0.0% | — | 不变 |
| ONEZ | ELEVATION SERIES TRUST | $220.11万 | 1.40% | 87,917 | 1,553 | 1.8% | $3.89万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $221.39万 | 1.41% | 70,371 | 3,738 | 5.6% | $11.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $229.40万 | 1.46% | 29,972 | 8,533 | 39.8% | $65.31万 | 加仓 |
| IDEV | ISHARES TR | $234.59万 | 1.49% | 28,071 | -3,360 | -10.7% | -$28.08万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $244.36万 | 1.55% | 51,250 | 298 | 0.6% | $1.42万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $249.04万 | 1.58% | 79,706 | -7,540 | -8.6% | -$23.56万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $249.91万 | 1.59% | 44,229 | -1,866 | -4.0% | -$10.54万 | 减仓 |
| IWX | ISHARES TR | $272.72万 | 1.73% | 29,429 | -1,338 | -4.3% | -$12.40万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $293.54万 | 1.87% | 85,454 | -486 | -0.6% | -$1.67万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $351.51万 | 2.23% | 98,877 | -565 | -0.6% | -$2.01万 | 减仓 |
| IWY | ISHARES TR | $424.69万 | 2.70% | 17,067 | -482 | -2.7% | -$11.99万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $429.43万 | 2.73% | 127,125 | 319 | 0.3% | $1.08万 | 加仓 |
| IEMG | ISHARES INC | $429.62万 | 2.73% | 61,594 | -10,494 | -14.6% | -$73.20万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $469.37万 | 2.98% | 176,586 | 2,015 | 1.2% | $5.36万 | 加仓 |
| — | CAPITOL SER TR | $618.17万 | 3.93% | 246,431 | -7,289 | -2.9% | -$18.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,255.41万 | 7.98% | 28,742 | 4,596 | 19.0% | $200.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,687.93万 | 10.73% | 28,248 | -915 | -3.1% | -$54.67万 | 减仓 |