13F 机构持仓

LMG Wealth Partners, LLC

SHREVEPORT LA · SEC CIK 0001965772

2026Q22026Q1 更早 9 个季度 🔒
$6.26亿2026Q2 申报市值
166持仓数
29.9%前十大占比 · 第一大 7.3%
15 / 4新建仓 / 清仓
申报市值走势$6.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 7.3%
AAPL 3.0%
IWO 3.0%
VBR 3.0%
WMT 2.9%
IWP 2.4%
AGG 2.2%
SPY 2.1%
MSFT 2.1%
CVX 1.9%

2026Q2 买入最多 按季末市值估算

MXL 新建仓+$342.60万
W 新建仓+$320.87万
BRK/A 新建仓+$149.77万
FDXF 新建仓+$125.16万
TSLA 加仓+$106.83万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$261.33万
STRL 减仓-$236.11万
CLS 减仓-$220.12万
SKYW 清仓-$217.64万
WLDN 清仓-$171.31万

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
IVW ISHARES TR $4,577.19万7.31%332,814 9880.3% $13.59万 加仓
AAPL APPLE INC $1,879.24万3.00%64,945 -884-1.3% -$25.58万 减仓
IWO ISHARES TR $1,871.35万2.99%47,501 2380.5% $9.38万 加仓
VBR VANGUARD INDEX FDS $1,849.35万2.96%76,108 5090.7% $12.37万 加仓
WMT WALMART INC $1,797.70万2.87%158,724 -613-0.4% -$6.94万 减仓
IWP ISHARES TR $1,496.49万2.39%102,212 5,7646.0% $84.39万 加仓
AGG ISHARES TR $1,349.46万2.16%136,337 10,2728.1% $101.67万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,338.55万2.14%17,924 100.1% $7,468 加仓
MSFT MICROSOFT CORP $1,326.43万2.12%35,559 -395-1.1% -$14.73万 减仓
CVX CHEVRON CORPORATION $1,219.96万1.95%73,598 7401.0% $12.27万 加仓
RTX RTX CORPORATION $1,189.99万1.90%62,720 4510.7% $8.56万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $1,161.09万1.86%271,790 5980.2% $2.55万 加仓
CAH CARDINAL HEALTH INC $1,156.18万1.85%48,669 3830.8% $9.10万 加仓
IVE ISHARES TR $1,138.74万1.82%50,152 2,1784.5% $49.45万 加仓
CAT CATERPILLAR INC $1,040.11万1.66%9,767 1041.1% $11.08万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $1,037.22万1.66%60,963 1,3322.2% $22.66万 加仓
NOBL PROSHARES TR $926.03万1.48%164,891 7,4834.8% $42.02万 加仓
AMZN AMAZON COM INC $910.41万1.45%38,198 1670.4% $3.98万 加仓
IJJ ISHARES TR $904.48万1.45%61,225 -1,554-2.5% -$22.96万 减仓
VIOG VANGUARD ADMIRAL FDS INC $893.90万1.43%58,265 -943-1.6% -$14.47万 减仓
— EXXON MOBIL CORP $828.10万1.32%60,569 -682-1.1% -$9.32万 减仓
USB US BANCORP $819.00万1.31%135,596 3,8392.9% $23.19万 加仓
PRU PRUDENTIAL FINL INC $802.72万1.28%74,374 1,0711.5% $11.56万 加仓
EMR EMERSON ELEC CO $748.29万1.20%52,273 9501.9% $13.60万 加仓
MU MICRON TECHNOLOGY INC $737.36万1.18%6,388 -2,264-26.2% -$261.33万 减仓
DVY ISHARES TR $729.56万1.17%46,677 5,02412.1% $78.53万 加仓
JNJ JOHNSON & JOHNSON $728.50万1.16%28,684 240.1% $6,095 加仓
CLS CELESTICA INC $707.82万1.13%19,403 -6,034-23.7% -$220.12万 减仓
TSLA TESLA INC $698.95万1.12%16,618 2,54018.0% $106.83万 加仓
STRL STERLING INFRASTRUCTURE INC $696.84万1.11%8,302 -2,813-25.3% -$236.11万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $678.88万1.08%13,567 1040.8% $5.20万 加仓
VNQ VANGUARD INDEX FDS $673.80万1.08%69,875 3,4865.3% $33.62万 加仓
AFL AFLAC INC $641.96万1.03%54,752 2,1584.1% $25.30万 加仓
RJF RAYMOND JAMES FINL INC $621.92万0.99%40,908 220.1% $3,345 加仓
ABBV ABBVIE INC $605.94万0.97%24,080 1,2235.4% $30.78万 加仓
VFH VANGUARD WORLD FD $574.20万0.92%43,632 2,7836.8% $36.62万 加仓
MCD MCDONALDS CORP $549.08万0.88%20,313 1,6078.6% $43.44万 加仓
FDX FEDEX CORP $540.65万0.86%17,266 -52-0.3% -$1.63万 减仓
BNDX VANGUARD CHARLOTTE FDS $538.36万0.86%111,162 13,10813.4% $63.48万 加仓
CB CHUBB LIMITED $534.81万0.85%15,695 6874.6% $23.41万 加仓
O REALTY INCOME CORP $527.66万0.84%85,162 5,4036.8% $33.48万 加仓
LOW LOWES COS INC $522.98万0.84%23,719 1,9288.8% $42.51万 加仓
SYY SYSCO CORP $502.41万0.80%60,111 3,7856.7% $31.64万 加仓
ALL ALLSTATE CORP $497.16万0.79%20,894 -892-4.1% -$21.22万 减仓
PEP PEPSICO INC $497.04万0.79%36,709 1,2883.6% $17.44万 加仓
GOOG ALPHABET INC $493.31万0.79%13,962 5133.8% $18.13万 加仓
EEMV ISHARES INC $464.34万0.74%61,682 -2,407-3.8% -$18.12万 减仓
CSCO CISCO SYS INC $449.00万0.72%38,226 -463-1.2% -$5.44万 减仓
ADM ARCHER DANIELS MIDLAND CO $447.25万0.71%58,540 8251.4% $6.30万 加仓
ADP AUTOMATIC DATA PROCESSING IN $442.84万0.71%19,774 1,90610.7% $42.68万 加仓
JPM JPMORGAN CHASE & CO $430.16万0.69%13,142 -189-1.4% -$6.19万 减仓
REGL PROSHARES TR $424.60万0.68%46,369 3,6488.5% $33.40万 加仓
WFC WELLS FARGO & CO $423.82万0.68%51,286 1,7933.6% $14.82万 加仓
GOOGL ALPHABET INC $390.32万0.62%10,922 -1,011-8.5% -$36.13万 减仓
OKTA OKTA INC $352.30万0.56%25,819 -1,566-5.7% -$21.37万 减仓
HD HOME DEPOT INC $351.75万0.56%9,974 3013.1% $10.62万 加仓
MXL MAXLINEAR INC $342.60万0.55%26,759 26,759— $342.60万 新建仓
APP APPLOVIN CORP $335.78万0.54%6,517 -638-8.9% -$32.87万 减仓
MRK MERCK & CO INC $330.62万0.53%25,729 6422.6% $8.25万 加仓
ABNB AIRBNB INC $321.36万0.51%22,457 -1,384-5.8% -$19.81万 减仓
W WAYFAIR INC $320.87万0.51%34,719 34,719— $320.87万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $311.15万0.50%54,001 1,0291.9% $5.93万 加仓
NUE NUCOR CORP $308.66万0.49%13,857 2,32020.1% $51.68万 加仓
VWO VANGUARD INTL EQUITY INDEX F $301.07万0.48%50,439 -99-0.2% -$5,909 减仓
ETN EATON CORP PLC $292.73万0.47%6,870 410.6% $1.75万 加仓
IWN ISHARES TR $291.23万0.47%13,166 00.0% — 不变
IWS ISHARES TR $282.16万0.45%17,142 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $281.72万0.45%66,537 1,3442.1% $5.69万 加仓
MFC MANULIFE FINL CORP $273.06万0.44%67,405 8751.3% $3.54万 加仓
DIS DISNEY WALT CO $265.51万0.42%27,585 1630.6% $1.57万 加仓
IJS ISHARES TR $262.89万0.42%19,234 -82-0.4% -$1.12万 减仓
KO COCA COLA CO $261.13万0.42%32,131 4641.5% $3.77万 加仓
CAAP CORPORACION AMER ARPTS S A $258.51万0.41%102,665 -574-0.6% -$1.45万 减仓
INCY INCYTE CORP $258.15万0.41%22,773 4,30923.3% $48.85万 加仓
VTI VANGUARD INDEX FDS $257.92万0.41%6,970 00.0% — 不变
PKG PACKAGING CORP AMER $254.70万0.41%10,689 920.9% $2.19万 加仓
GM GENERAL MTRS CO $244.24万0.39%31,686 6,37425.2% $49.13万 加仓
LNT ALLIANT ENERGY CORP $231.44万0.37%30,337 3431.1% $2.62万 加仓
DY DYCOM INDS INC $227.41万0.36%4,498 1,10732.6% $55.97万 加仓
PARR PAR PAC HOLDINGS INC $220.94万0.35%39,398 12,53246.6% $70.28万 加仓
VISN VISTANCE NETWORKS INC $213.17万0.34%166,802 71,97775.9% $91.99万 加仓
SO SOUTHERN CO $198.77万0.32%20,768 1180.6% $1.13万 加仓
KGC KINROSS GOLD CORP $189.94万0.30%80,415 15,65324.2% $36.97万 加仓
IVV ISHARES TR $169.25万0.27%2,260 95172.7% $71.22万 加仓
NVDA NVIDIA CORPORATION $169.20万0.27%8,456 78710.3% $15.75万 加仓
T AT&T INC $167.15万0.27%80,750 -1,979-2.4% -$4.10万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.24%2 2— $149.77万 新建仓
GPC GENUINE PARTS CO $149.10万0.24%12,638 1,23210.8% $14.54万 加仓
ETR ENTERGY CORP NEW $148.56万0.24%12,934 00.0% — 不变
TGT TARGET CORP $147.76万0.24%11,313 2492.3% $3.25万 加仓
SNDK SANDISK CORP $143.47万0.23%631 00.0% — 不变
DUK DUKE ENERGY CORP NEW $142.95万0.23%11,293 00.0% — 不变
BSM BLACK STONE MINERALS L P $142.25万0.23%101,824 00.0% — 不变
VOO VANGUARD INDEX FDS $141.00万0.23%2,053 462.3% $3.16万 加仓
HPQ HP INC $140.52万0.22%64,049 1,3552.2% $2.97万 加仓
BX BLACKSTONE INC $139.49万0.22%11,854 6926.2% $8.14万 加仓
PAYX PAYCHEX INC $136.54万0.22%13,886 5984.5% $5.88万 加仓
DRI DARDEN RESTAURANTS INC $132.07万0.21%6,411 3265.4% $6.72万 加仓
WDC WESTERN DIGITAL CORP $130.87万0.21%2,049 40.2% $2,555 加仓
KMB KIMBERLY-CLARK CORP $130.06万0.21%11,848 8307.5% $9.11万 加仓