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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $29.19万 | 0.15% | 3,022 | 136 | 4.7% | $1.31万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.18万 | 0.15% | 2,651 | -2,203 | -45.4% | -$23.42万 | 减仓 |
| CSCO | CISCO SYS INC | $26.54万 | 0.14% | 2,260 | 2,260 | — | $26.54万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $26.13万 | 0.14% | 7,598 | 7,598 | — | $26.13万 | 新建仓 |
| BDEC | INNOVATOR ETFS TRUST | $25.89万 | 0.14% | 4,867 | -6,828 | -58.4% | -$36.33万 | 减仓 |
| HD | HOME DEPOT INC | $24.75万 | 0.13% | 702 | -9 | -1.3% | -$3,173 | 减仓 |
| SHOP | SHOPIFY INC | $23.06万 | 0.12% | 2,020 | 125 | 6.6% | $1.43万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $21.82万 | 0.12% | 5,642 | 5,642 | — | $21.82万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.61万 | 0.11% | 6,921 | 6,921 | — | $21.61万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.57万 | 0.11% | 6,802 | 6,802 | — | $21.57万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.02万 | 0.11% | 197 | 197 | — | $21.02万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.95万 | 0.11% | 2,600 | 2,600 | — | $20.95万 | 新建仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $20.88万 | 0.11% | 4,637 | 4,637 | — | $20.88万 | 新建仓 |
| GLW | CORNING INC | $20.53万 | 0.11% | 804 | 804 | — | $20.53万 | 新建仓 |
| V | VISA INC | $20.49万 | 0.11% | 597 | 597 | — | $20.49万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $20.02万 | 0.11% | 4,546 | 4,546 | — | $20.02万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -176,586 | -100.0% | -$469.37万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -127,125 | -100.0% | -$429.43万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -85,454 | -100.0% | -$293.54万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -59,081 | -100.0% | -$168.68万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -6,462 | -100.0% | -$123.94万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -37,479 | -100.0% | -$108.69万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -27,709 | -100.0% | -$105.60万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -26,058 | -100.0% | -$64.49万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -15,534 | -100.0% | -$57.10万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -13,560 | -100.0% | -$55.73万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -13,398 | -100.0% | -$54.45万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,599 | -100.0% | -$34.44万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -7,145 | -100.0% | -$34.33万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -7,566 | -100.0% | -$29.38万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,260 | -100.0% | -$28.32万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,041 | -100.0% | -$28.27万 | 清仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -9,879 | -100.0% | -$27.66万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,022 | -100.0% | -$26.67万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,842 | -100.0% | -$23.83万 | 清仓 |
| FISR | SSGA ACTIVE TR | $0 | 0.00% | 0 | -8,813 | -100.0% | -$22.67万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -5,576 | -100.0% | -$21.45万 | 清仓 |