LMG Wealth Partners, LLC
SHREVEPORT LA · SEC CIK 0001965772
$5.49亿2026Q1 申报市值
154持仓数
31.1%前十大占比 · 第一大 6.8%
6 / 4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
NUE 新建仓+$195.09万
GM 加仓+$162.51万
DY 新建仓+$114.89万
MSFT 加仓+$101.28万
PEP 加仓+$66.57万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$198.29万
ROP 清仓-$165.94万
PYPL 清仓-$134.79万
IWP 减仓-$37.77万
IVW 减仓-$35.30万
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -7,485 | -100.0% | -$198.29万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,728 | -100.0% | -$165.94万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -23,088 | -100.0% | -$134.79万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,269 | -100.0% | -$24.74万 | 清仓 |
| STLA | STELLANTIS N.V | $8.61万 | 0.02% | 12,150 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $13.12万 | 0.02% | 10,000 | 10,000 | — | $13.12万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $15.38万 | 0.03% | 11,998 | 80 | 0.7% | $1,026 | 加仓 |
| CCAP | CRESCENT CAP BDC INC | $16.46万 | 0.03% | 13,548 | 2,048 | 17.8% | $2.49万 | 加仓 |
| F | FORD MTR CO | $17.76万 | 0.03% | 15,387 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $20.67万 | 0.04% | 4,225 | 4,225 | — | $20.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.29万 | 0.04% | 2,074 | -281 | -11.9% | -$2.89万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.37万 | 0.04% | 1,608 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.74万 | 0.04% | 1,315 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.14万 | 0.04% | 4,385 | 142 | 3.3% | $7,492 | 加仓 |
| TJX | TJX COS INC NEW | $23.97万 | 0.04% | 1,501 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.25万 | 0.04% | 431 | 1 | 0.2% | $563 | 加仓 |
| TXN | TEXAS INSTRS INC | $24.54万 | 0.04% | 1,264 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $25.48万 | 0.05% | 1,366 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.91万 | 0.05% | 1,302 | 200 | 18.1% | $3.98万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.46万 | 0.05% | 3,364 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $26.65万 | 0.05% | 1,217 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $26.84万 | 0.05% | 3,645 | 90 | 2.5% | $6,628 | 加仓 |
| CALM | CAL MAINE FOODS INC | $26.91万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.50万 | 0.05% | 315 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.70万 | 0.05% | 497 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $29.52万 | 0.05% | 860 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.90万 | 0.05% | 3,219 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.95万 | 0.05% | 5,274 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $31.25万 | 0.06% | 7,613 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.88万 | 0.06% | 2,220 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $33.78万 | 0.06% | 100 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $33.79万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $34.41万 | 0.06% | 2,768 | -153 | -5.2% | -$1.90万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.64万 | 0.06% | 1,551 | 5 | 0.3% | $1,149 | 加仓 |
| SNDK | SANDISK CORP | $40.09万 | 0.07% | 631 | 631 | — | $40.09万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.71万 | 0.07% | 1,893 | -450 | -19.2% | -$9.68万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $41.41万 | 0.08% | 2,247 | 12 | 0.5% | $2,212 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.59万 | 0.08% | 1,611 | 11 | 0.7% | $2,976 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $43.90万 | 0.08% | 5,538 | 5,538 | — | $43.90万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $44.18万 | 0.08% | 1,622 | 6 | 0.4% | $1,634 | 加仓 |
| VB | VANGUARD INDEX FDS | $44.47万 | 0.08% | 1,698 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $44.57万 | 0.08% | 1,552 | -21 | -1.3% | -$6,031 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $47.80万 | 0.09% | 4,858 | 59 | 1.2% | $5,805 | 加仓 |
| PFE | PFIZER INC | $49.33万 | 0.09% | 17,567 | -368 | -2.1% | -$1.03万 | 减仓 |
| AVGO | BROADCOM INC | $50.11万 | 0.09% | 1,619 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $51.25万 | 0.09% | 12,133 | 3,498 | 40.5% | $14.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $53.69万 | 0.10% | 4,096 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $55.32万 | 0.10% | 2,045 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $56.06万 | 0.10% | 11,499 | -240 | -2.0% | -$1.17万 | 减仓 |
| MCK | MCKESSON CORP | $59.62万 | 0.11% | 689 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $60.98万 | 0.11% | 4,222 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $63.42万 | 0.12% | 909 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $67.87万 | 0.12% | 9,037 | -253 | -2.7% | -$1.90万 | 减仓 |
| MPC | MARATHON PETE CORP | $72.19万 | 0.13% | 2,957 | 6 | 0.2% | $1,465 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $73.64万 | 0.13% | 2,676 | 183 | 7.3% | $5.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $74.87万 | 0.14% | 3,816 | -38 | -1.0% | -$7,455 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $78.56万 | 0.14% | 26,197 | 6,100 | 30.4% | $18.29万 | 加仓 |
| OKE | ONEOK INC NEW | $79.13万 | 0.14% | 8,754 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $79.72万 | 0.15% | 5,584 | 831 | 17.5% | $11.86万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.96万 | 0.15% | 3,464 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $85.51万 | 0.16% | 1,309 | -10 | -0.8% | -$6,532 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $106.29万 | 0.19% | 11,018 | 2,049 | 22.8% | $19.77万 | 加仓 |
| DY | DYCOM INDS INC | $114.89万 | 0.21% | 3,391 | 3,391 | — | $114.89万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $116.05万 | 0.21% | 60,131 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $119.29万 | 0.22% | 6,085 | 664 | 12.2% | $13.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $119.93万 | 0.22% | 2,007 | 317 | 18.8% | $18.94万 | 加仓 |
| HPQ | HP INC | $120.44万 | 0.22% | 62,694 | 22,230 | 54.9% | $42.70万 | 加仓 |
| GPC | GENUINE PARTS CO | $120.62万 | 0.22% | 11,406 | 1,808 | 18.8% | $19.12万 | 加仓 |
| PAYX | PAYCHEX INC | $122.41万 | 0.22% | 13,288 | 1,912 | 16.8% | $17.61万 | 加仓 |
| BX | BLACKSTONE INC | $128.35万 | 0.23% | 11,162 | 946 | 9.3% | $10.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $133.75万 | 0.24% | 7,669 | 20 | 0.3% | $3,488 | 加仓 |
| TGT | TARGET CORP | $134.10万 | 0.24% | 11,064 | 2,761 | 33.3% | $33.46万 | 加仓 |
| ETR | ENTERGY CORP NEW | $145.33万 | 0.26% | 12,934 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $147.87万 | 0.27% | 11,293 | 70 | 0.6% | $9,166 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $153.96万 | 0.28% | 101,824 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $168.29万 | 0.31% | 26,866 | 5,244 | 24.3% | $32.85万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $171.31万 | 0.31% | 22,376 | 2,350 | 11.7% | $17.99万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $172.58万 | 0.31% | 94,825 | 5,565 | 6.2% | $10.13万 | 加仓 |
| INCY | INCYTE CORP | $173.78万 | 0.32% | 18,464 | 339 | 1.9% | $3.19万 | 加仓 |
| GM | GENERAL MTRS CO | $188.57万 | 0.34% | 25,312 | 21,813 | 623.4% | $162.51万 | 加仓 |
| NUE | NUCOR CORP | $195.09万 | 0.36% | 11,537 | 11,537 | — | $195.09万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $197.65万 | 0.36% | 64,762 | 2,916 | 4.7% | $8.90万 | 加仓 |
| SO | SOUTHERN CO | $199.31万 | 0.36% | 20,650 | 1,466 | 7.6% | $14.15万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $215.24万 | 0.39% | 29,994 | 1,328 | 4.6% | $9.53万 | 加仓 |
| OKTA | OKTA INC | $215.55万 | 0.39% | 27,385 | 1,387 | 5.3% | $10.92万 | 加仓 |
| SKYW | SKYWEST INC | $217.64万 | 0.40% | 23,700 | 898 | 3.9% | $8.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $223.60万 | 0.41% | 6,970 | 329 | 5.0% | $10.55万 | 加仓 |
| PKG | PACKAGING CORP AMER | $224.89万 | 0.41% | 10,597 | 348 | 3.4% | $7.39万 | 加仓 |
| IJS | ISHARES TR | $228.80万 | 0.42% | 19,316 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $229.13万 | 0.42% | 66,530 | 3,604 | 5.7% | $12.41万 | 加仓 |
| T | AT&T INC | $239.83万 | 0.44% | 82,729 | 480 | 0.6% | $1.39万 | 加仓 |
| KO | COCA COLA CO | $240.83万 | 0.44% | 31,667 | 1,184 | 3.9% | $9.00万 | 加仓 |
| ETN | EATON CORP PLC | $244.27万 | 0.45% | 6,829 | -182 | -2.6% | -$6.51万 | 减仓 |
| IWN | ISHARES TR | $249.61万 | 0.45% | 13,166 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $249.83万 | 0.46% | 17,142 | 0 | 0.0% | — | 不变 |
| CAAP | CORPORACION AMER ARPTS S A | $261.09万 | 0.48% | 103,239 | 407 | 0.4% | $1.03万 | 加仓 |
| DIS | DISNEY WALT CO | $264.29万 | 0.48% | 27,422 | 1,032 | 3.9% | $9.95万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $273.16万 | 0.50% | 50,538 | 8 | 0.0% | $432 | 加仓 |
| APP | APPLOVIN CORP | $284.77万 | 0.52% | 7,155 | 193 | 2.8% | $7.68万 | 加仓 |