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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $79.13万 | 0.14% | 8,754 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $78.56万 | 0.14% | 26,197 | 6,100 | 30.4% | $18.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $74.87万 | 0.14% | 3,816 | -38 | -1.0% | -$7,455 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $73.64万 | 0.13% | 2,676 | 183 | 7.3% | $5.04万 | 加仓 |
| MPC | MARATHON PETE CORP | $72.19万 | 0.13% | 2,957 | 6 | 0.2% | $1,465 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $67.87万 | 0.12% | 9,037 | -253 | -2.7% | -$1.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $63.42万 | 0.12% | 909 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $60.98万 | 0.11% | 4,222 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $59.62万 | 0.11% | 689 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $56.06万 | 0.10% | 11,499 | -240 | -2.0% | -$1.17万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $55.32万 | 0.10% | 2,045 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $53.69万 | 0.10% | 4,096 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $51.25万 | 0.09% | 12,133 | 3,498 | 40.5% | $14.78万 | 加仓 |
| AVGO | BROADCOM INC | $50.11万 | 0.09% | 1,619 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $49.33万 | 0.09% | 17,567 | -368 | -2.1% | -$1.03万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $47.80万 | 0.09% | 4,858 | 59 | 1.2% | $5,805 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.57万 | 0.08% | 1,552 | -21 | -1.3% | -$6,031 | 减仓 |
| VB | VANGUARD INDEX FDS | $44.47万 | 0.08% | 1,698 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $44.18万 | 0.08% | 1,622 | 6 | 0.4% | $1,634 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $43.90万 | 0.08% | 5,538 | 5,538 | — | $43.90万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.59万 | 0.08% | 1,611 | 11 | 0.7% | $2,976 | 加仓 |
| VOE | VANGUARD INDEX FDS | $41.41万 | 0.08% | 2,247 | 12 | 0.5% | $2,212 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.71万 | 0.07% | 1,893 | -450 | -19.2% | -$9.68万 | 减仓 |
| SNDK | SANDISK CORP | $40.09万 | 0.07% | 631 | 631 | — | $40.09万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $35.64万 | 0.06% | 1,551 | 5 | 0.3% | $1,149 | 加仓 |
| IJR | ISHARES TR | $34.41万 | 0.06% | 2,768 | -153 | -5.2% | -$1.90万 | 减仓 |
| CMI | CUMMINS INC | $33.79万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $33.78万 | 0.06% | 100 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.88万 | 0.06% | 2,220 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $31.25万 | 0.06% | 7,613 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.95万 | 0.05% | 5,274 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.90万 | 0.05% | 3,219 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $29.52万 | 0.05% | 860 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.70万 | 0.05% | 497 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.50万 | 0.05% | 315 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $26.91万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $26.84万 | 0.05% | 3,645 | 90 | 2.5% | $6,628 | 加仓 |
| RSG | REPUBLIC SVCS INC | $26.65万 | 0.05% | 1,217 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.46万 | 0.05% | 3,364 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.91万 | 0.05% | 1,302 | 200 | 18.1% | $3.98万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.48万 | 0.05% | 1,366 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.54万 | 0.04% | 1,264 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.25万 | 0.04% | 431 | 1 | 0.2% | $563 | 加仓 |
| TJX | TJX COS INC NEW | $23.97万 | 0.04% | 1,501 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.14万 | 0.04% | 4,385 | 142 | 3.3% | $7,492 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $21.74万 | 0.04% | 1,315 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $21.37万 | 0.04% | 1,608 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $21.29万 | 0.04% | 2,074 | -281 | -11.9% | -$2.89万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $20.67万 | 0.04% | 4,225 | 4,225 | — | $20.67万 | 新建仓 |
| F | FORD MTR CO | $17.76万 | 0.03% | 15,387 | 0 | 0.0% | — | 不变 |
| CCAP | CRESCENT CAP BDC INC | $16.46万 | 0.03% | 13,548 | 2,048 | 17.8% | $2.49万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $15.38万 | 0.03% | 11,998 | 80 | 0.7% | $1,026 | 加仓 |
| KD | KYNDRYL HLDGS INC | $13.12万 | 0.02% | 10,000 | 10,000 | — | $13.12万 | 新建仓 |
| STLA | STELLANTIS N.V | $8.61万 | 0.02% | 12,150 | 0 | 0.0% | — | 不变 |
| 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 |