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 |
|---|---|---|---|---|---|---|---|---|
| FSEP | FIRST TR EXCHNG TRADED FD VI | $158.88万 | 0.84% | 28,845 | -30 | -0.1% | -$1,652 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $161.11万 | 0.85% | 34,469 | 21,753 | 171.1% | $101.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.71万 | 0.86% | 4,397 | 1,337 | 43.7% | $49.48万 | 加仓 |
| EFV | ISHARES TR | $165.10万 | 0.87% | 21,567 | -628 | -2.8% | -$4.81万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $168.72万 | 0.89% | 28,845 | 151 | 0.5% | $8,832 | 加仓 |
| — | ELEVATION SERIES TRUST | $171.54万 | 0.91% | 37,751 | 4,036 | 12.0% | $18.34万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $172.74万 | 0.91% | 31,355 | -624 | -2.0% | -$3.44万 | 减仓 |
| IVE | ISHARES TR | $176.95万 | 0.94% | 7,793 | -1,308 | -14.4% | -$29.70万 | 减仓 |
| EFG | ISHARES TR | $181.66万 | 0.96% | 14,601 | 1,851 | 14.5% | $23.03万 | 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 |
| IUSB | ISHARES TR | $194.46万 | 1.03% | 42,136 | 10,752 | 34.3% | $49.62万 | 加仓 |
| ACWV | ISHARES INC | $207.82万 | 1.10% | 17,285 | 151 | 0.9% | $1.82万 | 加仓 |
| AAPL | APPLE INC | $208.61万 | 1.10% | 7,209 | 85 | 1.2% | $2.46万 | 加仓 |
| BILZ | PIMCO ETF TR | $214.54万 | 1.14% | 21,256 | 14,827 | 230.6% | $149.65万 | 加仓 |
| AGEM | ABRDN FDS | $218.21万 | 1.15% | 44,189 | -2,667 | -5.7% | -$13.17万 | 减仓 |
| IDEV | ISHARES TR | $232.80万 | 1.23% | 26,154 | -1,917 | -6.8% | -$17.06万 | 减仓 |
| IVW | ISHARES TR | $241.14万 | 1.28% | 17,534 | 2,013 | 13.0% | $27.68万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $249.06万 | 1.32% | 44,316 | 11,397 | 34.6% | $64.05万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $249.69万 | 1.32% | 70,119 | -252 | -0.4% | -$8,974 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $255.58万 | 1.35% | 69,831 | 12,583 | 22.0% | $46.05万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $256.10万 | 1.35% | 75,801 | -3,905 | -4.9% | -$13.19万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $258.89万 | 1.37% | 49,510 | -1,740 | -3.4% | -$9.10万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $275.03万 | 1.46% | 40,440 | 6,518 | 19.2% | $44.33万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $296.31万 | 1.57% | 49,426 | 5,197 | 11.8% | $31.16万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $298.35万 | 1.58% | 72,521 | 72,521 | — | $298.35万 | 新建仓 |
| IWX | ISHARES TR | $313.79万 | 1.66% | 29,840 | 411 | 1.4% | $4.32万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $364.55万 | 1.93% | 96,468 | 96,468 | — | $364.55万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $438.04万 | 2.32% | 111,567 | 12,690 | 12.8% | $49.82万 | 加仓 |
| IEMG | ISHARES INC | $466.34万 | 2.47% | 56,294 | -5,300 | -8.6% | -$43.91万 | 减仓 |
| IWY | ISHARES TR | $488.49万 | 2.58% | 16,809 | -258 | -1.5% | -$7.50万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $515.95万 | 2.73% | 187,004 | 99,087 | 112.7% | $273.38万 | 加仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $562.26万 | 2.97% | 144,178 | 144,178 | — | $562.26万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $621.12万 | 3.29% | 70,678 | 40,706 | 135.8% | $357.72万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $639.51万 | 3.38% | 207,396 | 207,396 | — | $639.51万 | 新建仓 |
| — | CAPITOL SER TR | $654.99万 | 3.47% | 261,629 | 15,198 | 6.2% | $38.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,671.20万 | 8.84% | 194,010 | 21,558 | 12.5% | $185.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,886.82万 | 9.98% | 27,472 | -776 | -2.7% | -$53.30万 | 减仓 |