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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $29.04万 | 0.18% | 812 | 812 | — | $29.04万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $28.32万 | 0.18% | 10,260 | 74 | 0.7% | $2,043 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $28.27万 | 0.18% | 10,041 | 146 | 1.5% | $4,111 | 加仓 |
| PGR | PROGRESSIVE CORP | $28.23万 | 0.18% | 1,424 | -1 | -0.1% | -$198 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $27.66万 | 0.18% | 9,879 | 9,879 | — | $27.66万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $26.67万 | 0.17% | 10,022 | 10,022 | — | $26.67万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $26.45万 | 0.17% | 12,051 | 12,051 | — | $26.45万 | 新建仓 |
| GOOG | ALPHABET INC | $26.17万 | 0.17% | 912 | -113 | -11.0% | -$3.24万 | 减仓 |
| IEFA | ISHARES TR | $26.13万 | 0.17% | 2,886 | 246 | 9.3% | $2.23万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $25.39万 | 0.16% | 2,031 | 2,031 | — | $25.39万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $24.05万 | 0.15% | 1,336 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.83万 | 0.15% | 8,842 | -922 | -9.4% | -$2.48万 | 减仓 |
| HD | HOME DEPOT INC | $23.39万 | 0.15% | 711 | 74 | 11.6% | $2.43万 | 加仓 |
| FISR | SSGA ACTIVE TR | $22.67万 | 0.14% | 8,813 | 248 | 2.9% | $6,378 | 加仓 |
| VGT | VANGUARD WORLD FD | $22.60万 | 0.14% | 324 | 324 | — | $22.60万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.48万 | 0.14% | 1,895 | -458 | -19.5% | -$5.43万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $21.45万 | 0.14% | 5,576 | 5,576 | — | $21.45万 | 新建仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -3,379 | -100.0% | -$115.90万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -13,360 | -100.0% | -$78.47万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -5,034 | -100.0% | -$42.98万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -320 | -100.0% | -$21.65万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,828 | -100.0% | -$21.52万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -385 | -100.0% | -$20.14万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -4,565 | -100.0% | -$20.13万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -14,913 | -100.0% | -$3.86万 | 清仓 |