LMG Wealth Partners, LLC
SHREVEPORT LA · SEC CIK 0001965772
$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
26Q126Q2
前十大持仓 占组合比例
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 | 988 | 0.3% | $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 | 238 | 0.5% | $9.38万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,849.35万 | 2.96% | 76,108 | 509 | 0.7% | $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 | 5,764 | 6.0% | $84.39万 | 加仓 |
| AGG | ISHARES TR | $1,349.46万 | 2.16% | 136,337 | 10,272 | 8.1% | $101.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,338.55万 | 2.14% | 17,924 | 10 | 0.1% | $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 | 740 | 1.0% | $12.27万 | 加仓 |
| RTX | RTX CORPORATION | $1,189.99万 | 1.90% | 62,720 | 451 | 0.7% | $8.56万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,161.09万 | 1.86% | 271,790 | 598 | 0.2% | $2.55万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,156.18万 | 1.85% | 48,669 | 383 | 0.8% | $9.10万 | 加仓 |
| IVE | ISHARES TR | $1,138.74万 | 1.82% | 50,152 | 2,178 | 4.5% | $49.45万 | 加仓 |
| CAT | CATERPILLAR INC | $1,040.11万 | 1.66% | 9,767 | 104 | 1.1% | $11.08万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,037.22万 | 1.66% | 60,963 | 1,332 | 2.2% | $22.66万 | 加仓 |
| NOBL | PROSHARES TR | $926.03万 | 1.48% | 164,891 | 7,483 | 4.8% | $42.02万 | 加仓 |
| AMZN | AMAZON COM INC | $910.41万 | 1.45% | 38,198 | 167 | 0.4% | $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 | 3,839 | 2.9% | $23.19万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $802.72万 | 1.28% | 74,374 | 1,071 | 1.5% | $11.56万 | 加仓 |
| EMR | EMERSON ELEC CO | $748.29万 | 1.20% | 52,273 | 950 | 1.9% | $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 | 5,024 | 12.1% | $78.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $728.50万 | 1.16% | 28,684 | 24 | 0.1% | $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 | 2,540 | 18.0% | $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 | 104 | 0.8% | $5.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $673.80万 | 1.08% | 69,875 | 3,486 | 5.3% | $33.62万 | 加仓 |
| AFL | AFLAC INC | $641.96万 | 1.03% | 54,752 | 2,158 | 4.1% | $25.30万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $621.92万 | 0.99% | 40,908 | 22 | 0.1% | $3,345 | 加仓 |
| ABBV | ABBVIE INC | $605.94万 | 0.97% | 24,080 | 1,223 | 5.4% | $30.78万 | 加仓 |
| VFH | VANGUARD WORLD FD | $574.20万 | 0.92% | 43,632 | 2,783 | 6.8% | $36.62万 | 加仓 |
| MCD | MCDONALDS CORP | $549.08万 | 0.88% | 20,313 | 1,607 | 8.6% | $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 | 13,108 | 13.4% | $63.48万 | 加仓 |
| CB | CHUBB LIMITED | $534.81万 | 0.85% | 15,695 | 687 | 4.6% | $23.41万 | 加仓 |
| O | REALTY INCOME CORP | $527.66万 | 0.84% | 85,162 | 5,403 | 6.8% | $33.48万 | 加仓 |
| LOW | LOWES COS INC | $522.98万 | 0.84% | 23,719 | 1,928 | 8.8% | $42.51万 | 加仓 |
| SYY | SYSCO CORP | $502.41万 | 0.80% | 60,111 | 3,785 | 6.7% | $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 | 1,288 | 3.6% | $17.44万 | 加仓 |
| GOOG | ALPHABET INC | $493.31万 | 0.79% | 13,962 | 513 | 3.8% | $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 | 825 | 1.4% | $6.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $442.84万 | 0.71% | 19,774 | 1,906 | 10.7% | $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 | 3,648 | 8.5% | $33.40万 | 加仓 |
| WFC | WELLS FARGO & CO | $423.82万 | 0.68% | 51,286 | 1,793 | 3.6% | $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 | 301 | 3.1% | $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 | 642 | 2.6% | $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 | 1,029 | 1.9% | $5.93万 | 加仓 |
| NUE | NUCOR CORP | $308.66万 | 0.49% | 13,857 | 2,320 | 20.1% | $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 | 41 | 0.6% | $1.75万 | 加仓 |
| IWN | ISHARES TR | $291.23万 | 0.47% | 13,166 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $282.16万 | 0.45% | 17,142 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $281.72万 | 0.45% | 66,537 | 1,344 | 2.1% | $5.69万 | 加仓 |
| MFC | MANULIFE FINL CORP | $273.06万 | 0.44% | 67,405 | 875 | 1.3% | $3.54万 | 加仓 |
| DIS | DISNEY WALT CO | $265.51万 | 0.42% | 27,585 | 163 | 0.6% | $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 | 464 | 1.5% | $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 | 4,309 | 23.3% | $48.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $257.92万 | 0.41% | 6,970 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $254.70万 | 0.41% | 10,689 | 92 | 0.9% | $2.19万 | 加仓 |
| GM | GENERAL MTRS CO | $244.24万 | 0.39% | 31,686 | 6,374 | 25.2% | $49.13万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $231.44万 | 0.37% | 30,337 | 343 | 1.1% | $2.62万 | 加仓 |
| DY | DYCOM INDS INC | $227.41万 | 0.36% | 4,498 | 1,107 | 32.6% | $55.97万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $220.94万 | 0.35% | 39,398 | 12,532 | 46.6% | $70.28万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $213.17万 | 0.34% | 166,802 | 71,977 | 75.9% | $91.99万 | 加仓 |
| SO | SOUTHERN CO | $198.77万 | 0.32% | 20,768 | 118 | 0.6% | $1.13万 | 加仓 |
| KGC | KINROSS GOLD CORP | $189.94万 | 0.30% | 80,415 | 15,653 | 24.2% | $36.97万 | 加仓 |
| IVV | ISHARES TR | $169.25万 | 0.27% | 2,260 | 951 | 72.7% | $71.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $169.20万 | 0.27% | 8,456 | 787 | 10.3% | $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 | 1,232 | 10.8% | $14.54万 | 加仓 |
| ETR | ENTERGY CORP NEW | $148.56万 | 0.24% | 12,934 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $147.76万 | 0.24% | 11,313 | 249 | 2.3% | $3.25万 | 加仓 |
| SNDK | SANDISK CORP | $143.47万 | 0.23% | 631 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $142.95万 | 0.23% | 11,293 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $142.25万 | 0.23% | 101,824 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $141.00万 | 0.23% | 2,053 | 46 | 2.3% | $3.16万 | 加仓 |
| HPQ | HP INC | $140.52万 | 0.22% | 64,049 | 1,355 | 2.2% | $2.97万 | 加仓 |
| BX | BLACKSTONE INC | $139.49万 | 0.22% | 11,854 | 692 | 6.2% | $8.14万 | 加仓 |
| PAYX | PAYCHEX INC | $136.54万 | 0.22% | 13,886 | 598 | 4.5% | $5.88万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $132.07万 | 0.21% | 6,411 | 326 | 5.4% | $6.72万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $130.87万 | 0.21% | 2,049 | 4 | 0.2% | $2,555 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $130.06万 | 0.21% | 11,848 | 830 | 7.5% | $9.11万 | 加仓 |