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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,687.93万 | 10.73% | 28,248 | -915 | -3.1% | -$54.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,255.41万 | 7.98% | 28,742 | 4,596 | 19.0% | $200.75万 | 加仓 |
| — | CAPITOL SER TR | $618.17万 | 3.93% | 246,431 | -7,289 | -2.9% | -$18.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $469.37万 | 2.98% | 176,586 | 2,015 | 1.2% | $5.36万 | 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 | $429.43万 | 2.73% | 127,125 | 319 | 0.3% | $1.08万 | 加仓 |
| IWY | ISHARES TR | $424.69万 | 2.70% | 17,067 | -482 | -2.7% | -$11.99万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $351.51万 | 2.23% | 98,877 | -565 | -0.6% | -$2.01万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $293.54万 | 1.87% | 85,454 | -486 | -0.6% | -$1.67万 | 减仓 |
| IWX | ISHARES TR | $272.72万 | 1.73% | 29,429 | -1,338 | -4.3% | -$12.40万 | 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 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $249.04万 | 1.58% | 79,706 | -7,540 | -8.6% | -$23.56万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $244.36万 | 1.55% | 51,250 | 298 | 0.6% | $1.42万 | 加仓 |
| IDEV | ISHARES TR | $234.59万 | 1.49% | 28,071 | -3,360 | -10.7% | -$28.08万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $229.40万 | 1.46% | 29,972 | 8,533 | 39.8% | $65.31万 | 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 |
| ONEZ | ELEVATION SERIES TRUST | $220.11万 | 1.40% | 87,917 | 1,553 | 1.8% | $3.89万 | 加仓 |
| ACWV | ISHARES INC | $204.76万 | 1.30% | 17,134 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $197.36万 | 1.25% | 33,922 | 4,471 | 15.2% | $26.01万 | 加仓 |
| IVE | ISHARES TR | $192.16万 | 1.22% | 9,101 | 1,425 | 18.6% | $30.09万 | 加仓 |
| AGEM | ABRDN FDS | $190.07万 | 1.21% | 46,856 | -3,983 | -7.8% | -$16.16万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $184.07万 | 1.17% | 57,248 | 57,248 | — | $184.07万 | 新建仓 |
| AAPL | APPLE INC | $180.80万 | 1.15% | 7,124 | 607 | 9.3% | $15.41万 | 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 |
| IVW | ISHARES TR | $175.56万 | 1.12% | 15,521 | 3,598 | 30.2% | $40.70万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $173.81万 | 1.10% | 32,919 | -203 | -0.6% | -$1.07万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $168.68万 | 1.07% | 59,081 | 905 | 1.6% | $2.58万 | 加仓 |
| EFV | ISHARES TR | $165.02万 | 1.05% | 22,195 | -2,007 | -8.3% | -$14.92万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $161.21万 | 1.02% | 31,979 | 1,641 | 5.4% | $8.27万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $153.21万 | 0.97% | 28,694 | -1,092 | -3.7% | -$5.83万 | 减仓 |
| IWS | ISHARES TR | $146.34万 | 0.93% | 10,041 | -692 | -6.4% | -$10.09万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $145.33万 | 0.92% | 28,875 | -1,194 | -4.0% | -$6.01万 | 减仓 |
| IUSB | ISHARES TR | $144.97万 | 0.92% | 31,384 | 8,678 | 38.2% | $40.08万 | 加仓 |
| EFG | ISHARES TR | $142.00万 | 0.90% | 12,750 | -1,333 | -9.5% | -$14.85万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $139.91万 | 0.89% | 25,568 | -2,027 | -7.3% | -$11.09万 | 减仓 |
| — | ELEVATION SERIES TRUST | $136.92万 | 0.87% | 33,715 | 505 | 1.5% | $2.05万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $130.54万 | 0.83% | 26,921 | 308 | 1.2% | $1.49万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $128.59万 | 0.82% | 23,025 | 3,568 | 18.3% | $19.93万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $128.55万 | 0.82% | 38,235 | -9,999 | -20.7% | -$33.62万 | 减仓 |
| QUAL | ISHARES TR | $123.94万 | 0.79% | 6,462 | 1,202 | 22.9% | $23.05万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $121.08万 | 0.77% | 22,195 | -4,135 | -15.7% | -$22.56万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $120.54万 | 0.77% | 23,278 | -595 | -2.5% | -$3.08万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $112.13万 | 0.71% | 36,626 | -329 | -0.9% | -$1.01万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $108.69万 | 0.69% | 37,479 | 244 | 0.7% | $7,076 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $105.60万 | 0.67% | 27,709 | 1,231 | 4.6% | $4.69万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $103.12万 | 0.66% | 22,589 | -2,747 | -10.8% | -$12.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $98.16万 | 0.62% | 3,060 | 1,098 | 56.0% | $35.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $97.43万 | 0.62% | 1,688 | 200 | 13.4% | $11.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $89.95万 | 0.57% | 5,158 | 435 | 9.2% | $7.59万 | 加仓 |
| — | ELEVATION SERIES TRUST | $88.39万 | 0.56% | 36,628 | -47,644 | -56.5% | -$114.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $86.93万 | 0.55% | 11,805 | 5,423 | 85.0% | $39.94万 | 加仓 |
| MTUM | ISHARES TR | $81.98万 | 0.52% | 3,416 | 461 | 15.6% | $11.06万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $81.91万 | 0.52% | 31,972 | -4,324 | -11.9% | -$11.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $79.48万 | 0.51% | 2,147 | 323 | 17.7% | $11.96万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $78.51万 | 0.50% | 20,326 | -1,044 | -4.9% | -$4.03万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $75.66万 | 0.48% | 7,553 | -292 | -3.7% | -$2.93万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $75.32万 | 0.48% | 22,858 | 4,853 | 27.0% | $15.99万 | 加仓 |
| IVV | ISHARES TR | $72.23万 | 0.46% | 1,106 | 42 | 3.9% | $2.74万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $70.86万 | 0.45% | 9,189 | 4,850 | 111.8% | $37.40万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $68.53万 | 0.44% | 18,921 | 4,322 | 29.6% | $15.65万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $66.91万 | 0.43% | 20,569 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $64.91万 | 0.41% | 6,429 | -6,254 | -49.3% | -$63.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $64.49万 | 0.41% | 26,058 | -10,143 | -28.0% | -$25.10万 | 减仓 |
| AOA | ISHARES TR | $62.90万 | 0.40% | 7,108 | 1,326 | 22.9% | $11.73万 | 加仓 |
| AMZN | AMAZON COM INC | $62.68万 | 0.40% | 3,009 | 696 | 30.1% | $14.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $61.92万 | 0.39% | 4,181 | 1,390 | 49.8% | $20.58万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $61.01万 | 0.39% | 2,808 | 12 | 0.4% | $2,607 | 加仓 |
| WMT | WALMART INC | $58.79万 | 0.37% | 4,730 | -672 | -12.4% | -$8.35万 | 减仓 |
| — | ELEVATION SERIES TRUST | $57.10万 | 0.36% | 15,534 | 604 | 4.0% | $2.22万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $57.10万 | 0.36% | 12,716 | -961 | -7.0% | -$4.32万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $56.14万 | 0.36% | 11,695 | -1,042 | -8.2% | -$5.00万 | 减仓 |
| — | ELEVATION SERIES TRUST | $55.73万 | 0.35% | 13,560 | 13,560 | — | $55.73万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $54.45万 | 0.35% | 13,398 | 13,398 | — | $54.45万 | 新建仓 |
| SHLD | GLOBAL X FDS | $54.45万 | 0.35% | 7,686 | 2,854 | 59.1% | $20.22万 | 加仓 |
| AVGO | BROADCOM INC | $54.38万 | 0.35% | 1,757 | 629 | 55.8% | $19.47万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $54.31万 | 0.35% | 20,651 | -1,016 | -4.7% | -$2.67万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $53.39万 | 0.34% | 2,074 | 3 | 0.1% | $772 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.23万 | 0.34% | 819 | -40 | -4.7% | -$2.60万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $51.24万 | 0.33% | 8,875 | -594 | -6.3% | -$3.43万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $50.10万 | 0.32% | 12,200 | 12,200 | — | $50.10万 | 新建仓 |
| IJR | ISHARES TR | $49.63万 | 0.32% | 3,992 | -239 | -5.6% | -$2.97万 | 减仓 |
| GOVT | ISHARES TR | $47.16万 | 0.30% | 20,583 | 20,583 | — | $47.16万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $46.06万 | 0.29% | 2,348 | 16 | 0.7% | $3,139 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $45.50万 | 0.29% | 4,854 | -9 | -0.2% | -$844 | 减仓 |
| IJH | ISHARES TR | $44.66万 | 0.28% | 6,614 | -272 | -4.0% | -$1.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $42.61万 | 0.27% | 1,449 | 637 | 78.4% | $18.73万 | 加仓 |
| TSLA | TESLA INC | $40.61万 | 0.26% | 1,092 | -61 | -5.3% | -$2.27万 | 减仓 |
| IWP | ISHARES TR | $39.80万 | 0.25% | 3,106 | 542 | 21.1% | $6.94万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $38.92万 | 0.25% | 3,975 | 6 | 0.2% | $587 | 加仓 |
| SPYV | SPDR SERIES TRUST | $38.66万 | 0.25% | 6,832 | -631 | -8.5% | -$3.57万 | 减仓 |
| MRK | MERCK & CO INC | $38.12万 | 0.24% | 3,169 | 651 | 25.9% | $7.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.66万 | 0.23% | 1,362 | 1,362 | — | $35.66万 | 新建仓 |
| IJJ | ISHARES TR | $34.44万 | 0.22% | 2,599 | -643 | -19.8% | -$8.52万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.33万 | 0.22% | 7,145 | 1,874 | 35.6% | $9.00万 | 加仓 |
| FIX | COMFORT SYS USA INC | $31.87万 | 0.20% | 231 | 231 | — | $31.87万 | 新建仓 |
| MBB | ISHARES TR | $31.82万 | 0.20% | 3,351 | 629 | 23.1% | $5.97万 | 加仓 |
| GOOGL | ALPHABET INC | $31.41万 | 0.20% | 1,092 | 347 | 46.6% | $9.98万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $31.17万 | 0.20% | 6,797 | 1,868 | 37.9% | $8.57万 | 加仓 |
| ABBV | ABBVIE INC | $30.22万 | 0.19% | 1,389 | 141 | 11.3% | $3.07万 | 加仓 |
| — | ELEVATION SERIES TRUST | $29.38万 | 0.19% | 7,566 | 132 | 1.8% | $5,125 | 加仓 |