HFG Wealth Management, LLC
The Woodlands TX · SEC CIK 0002027836
$1.82亿2026Q1 申报市值
50持仓数
64.4%前十大占比 · 第一大 11.7%
1 / 2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
ETF OPPORTUNITIE 新建仓+$381.60万
BTC 加仓+$102.50万
FMB 加仓+$29.09万
DFIC 加仓+$24.03万
DIMENSIONAL ETF 加仓+$23.69万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$307.81万
SPY 减仓-$76.24万
FTGC 减仓-$60.58万
IAPR 减仓-$35.26万
FIRST TR EXCHNG 减仓-$28.63万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -507 | -100.0% | -$22.80万 | 清仓 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | -4,997 | -100.0% | -$22.71万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $22.70万 | 0.12% | 8,495 | -30 | -0.4% | -$802 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $26.75万 | 0.15% | 5,820 | -965 | -14.2% | -$4.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $27.44万 | 0.15% | 1,574 | -5 | -0.3% | -$872 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.30万 | 0.16% | 9,750 | 0 | 0.0% | — | 不变 |
| WWJD | NORTHERN LTS FD TR IV | $30.22万 | 0.17% | 8,082 | -246 | -3.0% | -$9,198 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $35.18万 | 0.19% | 7,884 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $35.22万 | 0.19% | 8,447 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $38.57万 | 0.21% | 1,852 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $43.04万 | 0.24% | 2,080 | 5 | 0.2% | $1,035 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $44.83万 | 0.25% | 10,746 | 99 | 0.9% | $4,130 | 加仓 |
| GLD | SPDR GOLD TR | $47.89万 | 0.26% | 1,113 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $48.19万 | 0.27% | 5,836 | -229 | -3.8% | -$1.89万 | 减仓 |
| GOVT | ISHARES TR | $48.93万 | 0.27% | 21,359 | -543 | -2.5% | -$1.24万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.21万 | 0.31% | 12,956 | 959 | 8.0% | $4.23万 | 加仓 |
| PLD | PROLOGIS INC. | $67.72万 | 0.37% | 5,124 | -128 | -2.4% | -$1.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.35万 | 0.40% | 21,617 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $74.06万 | 0.41% | 15,468 | 755 | 5.1% | $3.61万 | 加仓 |
| AGG | ISHARES TR | $74.31万 | 0.41% | 7,485 | 87 | 1.2% | $8,637 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.00万 | 0.41% | 1,153 | -1,172 | -50.4% | -$76.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $81.60万 | 0.45% | 1,868 | 14 | 0.8% | $6,116 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $88.17万 | 0.49% | 20,453 | -443 | -2.1% | -$1.91万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $97.56万 | 0.54% | 40,892 | -834 | -2.0% | -$1.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $103.62万 | 0.57% | 1,795 | 2 | 0.1% | $1,155 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $114.83万 | 0.63% | 32,321 | 6,762 | 26.5% | $24.03万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $174.70万 | 0.96% | 51,595 | -251 | -0.5% | -$8,499 | 减仓 |
| AMLP | ALPS ETF TR | $184.50万 | 1.02% | 35,049 | 225 | 0.6% | $1.18万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $193.62万 | 1.07% | 40,349 | -197 | -0.5% | -$9,453 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $208.07万 | 1.15% | 41,072 | 5,742 | 16.3% | $29.09万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $219.76万 | 1.21% | 41,652 | -1,368 | -3.2% | -$7.22万 | 减仓 |
| — | EXXON MOBIL CORP | $238.81万 | 1.31% | 14,076 | -18,143 | -56.3% | -$307.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $246.70万 | 1.36% | 63,483 | 6,096 | 10.6% | $23.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $252.35万 | 1.39% | 84,437 | 2,802 | 3.4% | $8.37万 | 加仓 |
| AAPL | APPLE INC | $254.20万 | 1.40% | 10,016 | 9 | 0.1% | $2,284 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $254.93万 | 1.40% | 65,435 | -3,847 | -5.6% | -$14.99万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $381.60万 | 2.10% | 161,832 | 161,832 | — | $381.60万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $412.84万 | 2.27% | 113,792 | 4,385 | 4.0% | $15.91万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $422.44万 | 2.32% | 174,490 | 1,869 | 1.1% | $4.52万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $479.98万 | 2.64% | 113,686 | 3,902 | 3.6% | $16.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $573.74万 | 3.16% | 127,158 | -2,830 | -2.2% | -$12.77万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $580.00万 | 3.19% | 193,397 | 34,179 | 21.5% | $102.50万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $588.19万 | 3.24% | 174,174 | 5,135 | 3.0% | $17.34万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $597.34万 | 3.29% | 168,691 | -3,794 | -2.2% | -$13.43万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $909.93万 | 5.01% | 378,094 | -5,637 | -1.5% | -$13.57万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $987.89万 | 5.44% | 133,896 | -1,446 | -1.1% | -$10.67万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $1,064.49万 | 5.86% | 416,956 | -4,051 | -1.0% | -$10.34万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $1,161.04万 | 6.39% | 328,552 | -9 | -0.0% | -$318 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,349.84万 | 7.43% | 405,358 | -3,783 | -0.9% | -$12.60万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,415.70万 | 7.79% | 493,104 | -21,102 | -4.1% | -$60.58万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $1,499.90万 | 8.25% | 473,603 | -11,135 | -2.3% | -$35.26万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,134.76万 | 11.75% | 552,661 | -7,411 | -1.3% | -$28.63万 | 减仓 |