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
SKYW SKYWEST INC $00.00%0 -23,700-100.0% -$217.64万 清仓
WLDN WILLDAN GROUP INC $00.00%0 -22,376-100.0% -$171.31万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -4,385-100.0% -$23.14万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,074-100.0% -$21.29万 清仓
STLA STELLANTIS N.V $6.97万0.01%12,150 00.0% — 不变
KD KYNDRYL HLDGS INC $11.31万0.02%10,000 00.0% — 不变
CCAP CRESCENT CAP BDC INC $16.67万0.03%15,263 1,71512.7% $1.87万 加仓
NTLA INTELLIA THERAPEUTICS INC $19.00万0.03%11,228 -770-6.4% -$1.30万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $20.18万0.03%4,474 4,474— $20.18万 新建仓
TPR TAPESTRY INC $20.24万0.03%1,383 1,383— $20.24万 新建仓
TJX TJX COS INC NEW $20.60万0.03%1,360 -141-9.4% -$2.14万 减仓
LRCX LAM RESEARCH CORP $20.80万0.03%480 480— $20.80万 新建仓
META META PLATFORMS INC $21.35万0.03%379 379— $21.35万 新建仓
F FORD MTR CO $21.39万0.03%15,387 00.0% — 不变
COF CAPITAL ONE FINL CORP $22.01万0.04%1,097 70.6% $1,404 重新持有
FNDF SCHWAB STRATEGIC TR $22.29万0.04%4,225 00.0% — 不变
PM PHILIP MORRIS INTL INC $23.63万0.04%1,306 -9-0.7% -$1,628 减仓
SGOV ISHARES TR $23.85万0.04%2,369 2,369— $23.85万 新建仓
WRBY WARBY PARKER INC $24.29万0.04%8,007 8,007— $24.29万 新建仓
RSG REPUBLIC SVCS INC $25.93万0.04%1,217 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $26.26万0.04%452 452— $26.26万 新建仓
BND VANGUARD BD INDEX FDS $26.76万0.04%3,645 00.0% — 不变
DE DEERE & CO $27.32万0.04%431 00.0% — 不变
CALM CAL MAINE FOODS INC $27.39万0.04%3,400 00.0% — 不变
NEE NEXTERA ENERGY INC $28.25万0.05%3,219 00.0% — 不变
INTC INTEL CORP $29.00万0.05%2,077 2,077— $29.00万 新建仓
CP CANADIAN PACIFIC KANSAS CITY $29.12万0.05%3,361 -3-0.1% -$260 减仓
GD GENERAL DYNAMICS CORP $30.46万0.05%860 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $30.55万0.05%1,366 00.0% — 不变
XLK SELECT SECTOR SPDR TR $30.64万0.05%1,608 00.0% — 不变
BA BOEING CO $30.74万0.05%1,420 1189.1% $2.55万 加仓
AZO AUTOZONE INC $31.96万0.05%100 00.0% — 不变
WM WASTE MGMT INC DEL $34.52万0.06%1,549 -2-0.1% -$446 减仓
VYM VANGUARD WHITEHALL FDS $35.08万0.06%2,220 00.0% — 不变
GEV GE VERNOVA INC $37.01万0.06%315 00.0% — 不变
CSX CSX CORP $37.55万0.06%7,901 2883.8% $1.37万 加仓
TXN TEXAS INSTRS INC $37.68万0.06%1,264 00.0% — 不变
PFE PFIZER INC $39.24万0.06%16,294 -1,273-7.2% -$3.07万 减仓
QQQ INVESCO QQQ TR $40.15万0.06%545 489.7% $3.54万 加仓
EEM ISHARES TR $41.77万0.07%6,106 83215.8% $5.69万 加仓
VOE VANGUARD INDEX FDS $44.61万0.07%2,258 110.5% $2,173 加仓
CMI CUMMINS INC $44.79万0.07%628 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $44.79万0.07%1,893 00.0% — 不变
SDY SPDR SERIES TRUST $45.93万0.07%3,018 3,018— $45.93万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $48.15万0.08%6,092 55410.0% $4.38万 加仓
IWR ISHARES TR $48.22万0.08%4,371 4,371— $48.22万 新建仓
VHT VANGUARD WORLD FD $48.67万0.08%1,628 60.4% $1,794 加仓
VO VANGUARD INDEX FDS $50.02万0.08%6,208 00.0% — 不变
VB VANGUARD INDEX FDS $51.47万0.08%1,698 00.0% — 不变
MCK MCKESSON CORP $52.06万0.08%689 00.0% — 不变
UPS UNITED PARCEL SVCS INC $52.41万0.08%4,876 180.4% $1,935 加仓
AEP AMERICAN ELEC PWR CO INC $56.04万0.09%4,096 00.0% — 不变
BAC BANK OF AMER CORP $56.13万0.09%9,851 -1,648-14.3% -$9.39万 减仓
SLVM SYLVAMO CORP $57.20万0.09%15,133 3,00024.7% $11.34万 加仓
AVGO BROADCOM INC $61.12万0.10%1,618 -1-0.1% -$378 减仓
PG PROCTER & GAMBLE CO $62.54万0.10%4,265 431.0% $6,306 加仓
UNH UNITEDHEALTH GROUP INC $67.41万0.11%1,622 110.7% $4,571 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $68.15万0.11%26,263 660.3% $1,713 加仓
IJR ISHARES TR $70.46万0.11%4,751 1,98371.6% $29.41万 加仓
VEU VANGUARD INTL EQUITY INDEX F $75.53万0.12%9,018 -19-0.2% -$1,591 减仓
MPC MARATHON PETE CORP $75.70万0.12%2,961 40.1% $1,023 加仓
OKE ONEOK INC NEW $76.11万0.12%8,754 00.0% — 不变
SCHW SCHWAB CHARLES CORP $83.16万0.13%9,013 9,013— $83.16万 新建仓
VTV VANGUARD INDEX FDS $83.49万0.13%3,831 150.4% $3,269 加仓
VGT VANGUARD WORLD FD $86.91万0.14%7,272 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $97.41万0.16%3,464 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $100.97万0.16%3,180 50418.8% $16.00万 加仓
EAT BRINKER INTL INC $103.29万0.17%6,148 56410.1% $9.48万 加仓
ET ENERGY TRANSFER L P $114.97万0.18%60,131 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $125.16万0.20%8,289 8,289— $125.16万 新建仓
KMB KIMBERLY-CLARK CORP $130.06万0.21%11,848 8307.5% $9.11万 加仓
WDC WESTERN DIGITAL CORP $130.87万0.21%2,049 40.2% $2,555 加仓
DRI DARDEN RESTAURANTS INC $132.07万0.21%6,411 3265.4% $6.72万 加仓
PAYX PAYCHEX INC $136.54万0.22%13,886 5984.5% $5.88万 加仓
BX BLACKSTONE INC $139.49万0.22%11,854 6926.2% $8.14万 加仓
HPQ HP INC $140.52万0.22%64,049 1,3552.2% $2.97万 加仓
VOO VANGUARD INDEX FDS $141.00万0.23%2,053 462.3% $3.16万 加仓
BSM BLACK STONE MINERALS L P $142.25万0.23%101,824 00.0% — 不变
DUK DUKE ENERGY CORP NEW $142.95万0.23%11,293 00.0% — 不变
SNDK SANDISK CORP $143.47万0.23%631 00.0% — 不变
TGT TARGET CORP $147.76万0.24%11,313 2492.3% $3.25万 加仓
ETR ENTERGY CORP NEW $148.56万0.24%12,934 00.0% — 不变
GPC GENUINE PARTS CO $149.10万0.24%12,638 1,23210.8% $14.54万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.24%2 2— $149.77万 新建仓
T AT&T INC $167.15万0.27%80,750 -1,979-2.4% -$4.10万 减仓
NVDA NVIDIA CORPORATION $169.20万0.27%8,456 78710.3% $15.75万 加仓
IVV ISHARES TR $169.25万0.27%2,260 95172.7% $71.22万 加仓
KGC KINROSS GOLD CORP $189.94万0.30%80,415 15,65324.2% $36.97万 加仓
SO SOUTHERN CO $198.77万0.32%20,768 1180.6% $1.13万 加仓
VISN VISTANCE NETWORKS INC $213.17万0.34%166,802 71,97775.9% $91.99万 加仓
PARR PAR PAC HOLDINGS INC $220.94万0.35%39,398 12,53246.6% $70.28万 加仓
DY DYCOM INDS INC $227.41万0.36%4,498 1,10732.6% $55.97万 加仓
LNT ALLIANT ENERGY CORP $231.44万0.37%30,337 3431.1% $2.62万 加仓
GM GENERAL MTRS CO $244.24万0.39%31,686 6,37425.2% $49.13万 加仓
PKG PACKAGING CORP AMER $254.70万0.41%10,689 920.9% $2.19万 加仓
VTI VANGUARD INDEX FDS $257.92万0.41%6,970 00.0% — 不变
INCY INCYTE CORP $258.15万0.41%22,773 4,30923.3% $48.85万 加仓
CAAP CORPORACION AMER ARPTS S A $258.51万0.41%102,665 -574-0.6% -$1.45万 减仓
KO COCA COLA CO $261.13万0.42%32,131 4641.5% $3.77万 加仓
IJS ISHARES TR $262.89万0.42%19,234 -82-0.4% -$1.12万 减仓