Michels Family Financial, LLC
FORT WORTH TX · SEC CIK 0002053733
$1.39亿2026Q1 申报市值
139持仓数
32.5%前十大占比 · 第一大 6.2%
6 / 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
NVDA 加仓+$34.43万
ADBE 加仓+$33.59万
OVV 新建仓+$28.49万
PVH 加仓+$28.18万
STRL 新建仓+$26.51万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$104.15万
ABT 清仓-$23.78万
LMT 减仓-$22.05万
F 减仓-$17.61万
XRAY 减仓-$13.69万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -36,655 | -100.0% | -$104.15万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,898 | -100.0% | -$23.78万 | 清仓 |
| POCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JET AI INC | $860 | 0.00% | 10,000 | 10,000 | — | $860 | 新建仓 |
| — | EVOLUTION PETE CORP | $5.67万 | 0.04% | 12,379 | 79 | 0.6% | $362 | 加仓 |
| KSS | KOHLS CORP | $13.35万 | 0.10% | 10,346 | 10,346 | — | $13.35万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.09万 | 0.14% | 683 | -9 | -1.3% | -$2,647 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.76万 | 0.15% | 5,487 | 5,487 | — | $20.76万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.98万 | 0.15% | 1,434 | 1,434 | — | $20.98万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $21.47万 | 0.15% | 3,809 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $21.57万 | 0.16% | 8,914 | -99 | -1.1% | -$2,396 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.71万 | 0.16% | 829 | -23 | -2.7% | -$6,022 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $22.05万 | 0.16% | 7,488 | 47 | 0.6% | $1,384 | 加仓 |
| AMP | AMERIPRISE FINL INC | $22.32万 | 0.16% | 502 | -12 | -2.3% | -$5,335 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.91万 | 0.17% | 767 | 2 | 0.3% | $597 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.98万 | 0.17% | 4,068 | -120 | -2.9% | -$6,779 | 减仓 |
| SCZ | ISHARES TR | $23.09万 | 0.17% | 2,944 | -37 | -1.2% | -$2,902 | 减仓 |
| HAS | HASBRO INC | $23.95万 | 0.17% | 2,558 | -59 | -2.3% | -$5,523 | 减仓 |
| AVGO | BROADCOM INC | $24.55万 | 0.18% | 793 | 48 | 6.4% | $1.49万 | 加仓 |
| FISV | FISERV INC | $24.78万 | 0.18% | 4,440 | -181 | -3.9% | -$1.01万 | 减仓 |
| IEFA | ISHARES TR | $25.83万 | 0.19% | 2,853 | -134 | -4.5% | -$1.21万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $26.20万 | 0.19% | 5,584 | -1,472 | -20.9% | -$6.91万 | 减仓 |
| IVW | ISHARES TR | $26.49万 | 0.19% | 2,342 | 2 | 0.1% | $226 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $26.51万 | 0.19% | 651 | 651 | — | $26.51万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $26.99万 | 0.19% | 2,031 | 123 | 6.4% | $1.63万 | 加仓 |
| FLXR | TCW ETF TRUST | $27.36万 | 0.20% | 6,968 | -180 | -2.5% | -$7,069 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.37万 | 0.20% | 1,895 | -45 | -2.3% | -$6,499 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $27.58万 | 0.20% | 6,995 | 16 | 0.2% | $631 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.73万 | 0.20% | 459 | -365 | -44.3% | -$22.05万 | 减仓 |
| OVV | OVINTIV INC | $28.49万 | 0.21% | 4,800 | 4,800 | — | $28.49万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.51万 | 0.21% | 1,724 | 7 | 0.4% | $1,158 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.38万 | 0.21% | 11,703 | 29 | 0.2% | $728 | 加仓 |
| T | AT&T INC | $29.89万 | 0.22% | 10,311 | -68 | -0.7% | -$1,971 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $29.93万 | 0.22% | 1,583 | -120 | -7.0% | -$2.27万 | 减仓 |
| GPN | GLOBAL PMTS INC | $30.20万 | 0.22% | 4,488 | 219 | 5.1% | $1.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $30.64万 | 0.22% | 1,067 | -44 | -4.0% | -$1.26万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.83万 | 0.24% | 4,123 | 111 | 2.8% | $8,838 | 加仓 |
| APP | APPLOVIN CORP | $33.15万 | 0.24% | 833 | 233 | 38.8% | $9.27万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $33.82万 | 0.24% | 2,943 | 135 | 4.8% | $1.55万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $34.94万 | 0.25% | 7,600 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $35.01万 | 0.25% | 30,185 | -11,804 | -28.1% | -$13.69万 | 减仓 |
| WU | WESTERN UN CO | $36.22万 | 0.26% | 41,488 | -2,946 | -6.6% | -$2.57万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $36.28万 | 0.26% | 8,880 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $37.33万 | 0.27% | 2,326 | -11 | -0.5% | -$1,765 | 减仓 |
| CLS | CELESTICA INC | $39.38万 | 0.28% | 1,398 | 227 | 19.4% | $6.39万 | 加仓 |
| BXP | BXP INC | $39.94万 | 0.29% | 7,696 | -77 | -1.0% | -$3,996 | 减仓 |
| OEF | ISHARES TR | $40.00万 | 0.29% | 1,258 | 133 | 11.8% | $4.23万 | 加仓 |
| NKE | NIKE INC | $40.58万 | 0.29% | 7,682 | -1,334 | -14.8% | -$7.05万 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.83万 | 0.30% | 21,673 | 1,817 | 9.2% | $3.51万 | 加仓 |
| MPC | MARATHON PETE CORP | $42.48万 | 0.31% | 1,740 | -8 | -0.5% | -$1,953 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $43.37万 | 0.31% | 28,438 | -2,705 | -8.7% | -$4.13万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.01万 | 0.34% | 16,167 | 20 | 0.1% | $582 | 加仓 |
| VXF | VANGUARD INDEX FDS | $47.03万 | 0.34% | 2,285 | 6 | 0.3% | $1,235 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $48.60万 | 0.35% | 9,657 | -1,441 | -13.0% | -$7.25万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $48.64万 | 0.35% | 6,811 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $49.54万 | 0.36% | 7,235 | -43 | -0.6% | -$2,944 | 减仓 |
| BBY | BEST BUY INC | $49.69万 | 0.36% | 7,740 | 271 | 3.6% | $1.74万 | 加仓 |
| NVS | NOVARTIS AG | $51.05万 | 0.37% | 3,342 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $51.49万 | 0.37% | 1,903 | 846 | 80.0% | $22.89万 | 加仓 |
| IYW | ISHARES TR | $53.67万 | 0.39% | 2,958 | -34 | -1.1% | -$6,169 | 减仓 |
| ABBV | ABBVIE INC | $53.87万 | 0.39% | 2,477 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $54.44万 | 0.39% | 7,322 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $55.98万 | 0.40% | 2,266 | -8 | -0.4% | -$1,976 | 减仓 |
| DGT | SPDR SERIES TRUST | $57.38万 | 0.41% | 3,384 | -17 | -0.5% | -$2,883 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $58.14万 | 0.42% | 9,073 | -78 | -0.9% | -$4,998 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $59.23万 | 0.43% | 8,538 | -302 | -3.4% | -$2.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.08万 | 0.43% | 11,115 | -233 | -2.1% | -$1.26万 | 减仓 |
| IDV | ISHARES TR | $61.86万 | 0.45% | 14,536 | -35 | -0.2% | -$1,490 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.58万 | 0.45% | 1,306 | -3 | -0.2% | -$1,438 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $63.18万 | 0.46% | 2,759 | -18 | -0.6% | -$4,122 | 减仓 |
| IMCG | ISHARES TR | $63.38万 | 0.46% | 8,047 | -140 | -1.7% | -$1.10万 | 减仓 |
| DGRO | ISHARES TR | $63.72万 | 0.46% | 9,079 | -81 | -0.9% | -$5,684 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $64.40万 | 0.46% | 6,809 | -704 | -9.4% | -$6.66万 | 减仓 |
| MDT | MEDTRONIC PLC | $64.48万 | 0.47% | 7,442 | 103 | 1.4% | $8,925 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.22万 | 0.48% | 10,918 | -330 | -2.9% | -$2.00万 | 减仓 |
| GSK | GSK PLC | $66.84万 | 0.48% | 12,111 | -640 | -5.0% | -$3.53万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.87万 | 0.48% | 11,605 | -537 | -4.4% | -$3.09万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $67.89万 | 0.49% | 5,891 | 318 | 5.7% | $3.66万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $68.31万 | 0.49% | 23,792 | 71 | 0.3% | $2,038 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $70.78万 | 0.51% | 2,418 | 40 | 1.7% | $1.17万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $72.16万 | 0.52% | 4,590 | 1,496 | 48.4% | $23.52万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $72.35万 | 0.52% | 4,327 | -14 | -0.3% | -$2,341 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $73.96万 | 0.53% | 21,900 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $74.18万 | 0.54% | 2,514 | -14 | -0.6% | -$4,131 | 减仓 |
| V | VISA INC | $75.04万 | 0.54% | 2,483 | 37 | 1.5% | $1.12万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $75.42万 | 0.54% | 4,137 | -38 | -0.9% | -$6,928 | 减仓 |
| ADBE | ADOBE INC | $76.98万 | 0.56% | 3,167 | 1,382 | 77.4% | $33.59万 | 加仓 |
| SLB | SLB LIMITED | $77.25万 | 0.56% | 15,032 | -1,312 | -8.0% | -$6.74万 | 减仓 |
| WMT | WALMART INC | $77.84万 | 0.56% | 6,263 | 103 | 1.7% | $1.28万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $77.86万 | 0.56% | 4,174 | -74 | -1.7% | -$1.38万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $78.13万 | 0.56% | 873 | -54 | -5.8% | -$4.83万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $79.76万 | 0.58% | 70,774 | -762 | -1.1% | -$8,588 | 减仓 |
| IWD | ISHARES TR | $81.04万 | 0.58% | 3,793 | -22 | -0.6% | -$4,701 | 减仓 |
| IXUS | ISHARES TR | $87.82万 | 0.63% | 10,137 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $88.47万 | 0.64% | 32,216 | -667 | -2.0% | -$1.83万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $90.72万 | 0.65% | 18,073 | 404 | 2.3% | $2.03万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $92.07万 | 0.66% | 3,399 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $92.31万 | 0.67% | 13,519 | 1,585 | 13.3% | $10.82万 | 加仓 |
| NOBL | PROSHARES TR | $94.74万 | 0.68% | 8,937 | -56 | -0.6% | -$5,936 | 减仓 |
| CVS | CVS HEALTH CORP | $98.93万 | 0.71% | 13,775 | 3,358 | 32.2% | $24.12万 | 加仓 |