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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $99.97万 | 0.72% | 17,098 | 189 | 1.1% | $1.11万 | 加仓 |
| TSLA | TESLA INC | $101.86万 | 0.73% | 2,740 | 135 | 5.2% | $5.02万 | 加仓 |
| PVH | PVH CORPORATION | $103.95万 | 0.75% | 14,902 | 4,040 | 37.2% | $28.18万 | 加仓 |
| IVE | ISHARES TR | $112.24万 | 0.81% | 5,316 | -3 | -0.1% | -$633 | 减仓 |
| EIX | EDISON INTL | $113.86万 | 0.82% | 15,559 | -36 | -0.2% | -$2,635 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $115.88万 | 0.84% | 45,196 | 124 | 0.3% | $3,179 | 加仓 |
| MSFT | MICROSOFT CORP | $116.81万 | 0.84% | 3,156 | 238 | 8.2% | $8.81万 | 加仓 |
| AMZN | AMAZON COM INC | $118.05万 | 0.85% | 5,668 | 248 | 4.6% | $5.17万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $118.20万 | 0.85% | 23,252 | -55 | -0.2% | -$2,796 | 减仓 |
| VUG | VANGUARD INDEX FDS | $120.13万 | 0.87% | 2,750 | -27 | -1.0% | -$1.18万 | 减仓 |
| F | FORD MTR CO | $121.80万 | 0.88% | 105,547 | -15,264 | -12.6% | -$17.61万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $122.56万 | 0.88% | 81,598 | 210 | 0.3% | $3,154 | 加仓 |
| CSCO | CISCO SYS INC | $122.68万 | 0.88% | 15,812 | 57 | 0.4% | $4,423 | 加仓 |
| MO | ALTRIA GROUP INC | $123.64万 | 0.89% | 18,737 | -43 | -0.2% | -$2,838 | 减仓 |
| NVDA | NVIDIA CORPORATION | $124.25万 | 0.90% | 7,124 | 1,974 | 38.3% | $34.43万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $126.80万 | 0.91% | 4,927 | 130 | 2.7% | $3.35万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $129.38万 | 0.93% | 19,567 | 430 | 2.2% | $2.84万 | 加仓 |
| GOOGL | ALPHABET INC | $143.03万 | 1.03% | 4,974 | 148 | 3.1% | $4.26万 | 加仓 |
| AAPL | APPLE INC | $145.42万 | 1.05% | 5,730 | 153 | 2.7% | $3.88万 | 加仓 |
| C | CITIGROUP INC | $150.10万 | 1.08% | 13,235 | 467 | 3.7% | $5.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $157.82万 | 1.14% | 5,222 | 83 | 1.6% | $2.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $161.54万 | 1.17% | 8,234 | -122 | -1.5% | -$2.39万 | 减仓 |
| META | META PLATFORMS INC | $161.92万 | 1.17% | 2,830 | 98 | 3.6% | $5.61万 | 加仓 |
| EFA | ISHARES TR | $162.81万 | 1.17% | 16,762 | 77 | 0.5% | $7,479 | 加仓 |
| VBR | VANGUARD INDEX FDS | $163.30万 | 1.18% | 7,517 | 139 | 1.9% | $3.02万 | 加仓 |
| TPR | TAPESTRY INC | $163.75万 | 1.18% | 11,604 | -412 | -3.4% | -$5.81万 | 减仓 |
| DNL | WISDOMTREE TR | $180.28万 | 1.30% | 44,656 | 590 | 1.3% | $2.38万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $183.84万 | 1.33% | 42,695 | -970 | -2.2% | -$4.18万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $223.58万 | 1.61% | 12,132 | 128 | 1.1% | $2.36万 | 加仓 |
| ICSH | ISHARES TR | $225.02万 | 1.62% | 44,454 | -819 | -1.8% | -$4.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $229.51万 | 1.66% | 78,789 | 3,877 | 5.2% | $11.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $231.01万 | 1.67% | 11,165 | 102 | 0.9% | $2.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $264.00万 | 1.90% | 4,418 | 101 | 2.3% | $6.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $287.91万 | 2.08% | 39,097 | 788 | 2.1% | $5.80万 | 加仓 |
| AGG | ISHARES TR | $313.52万 | 2.26% | 31,583 | 325 | 1.0% | $3.23万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $314.32万 | 2.27% | 134,784 | 2,817 | 2.1% | $6.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $367.50万 | 2.65% | 6,367 | 290 | 4.8% | $16.74万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $373.59万 | 2.69% | 34,059 | 2,120 | 6.6% | $23.25万 | 加仓 |
| IVV | ISHARES TR | $415.43万 | 3.00% | 6,360 | -22 | -0.3% | -$1.44万 | 减仓 |
| — | EXXON MOBIL CORP | $513.67万 | 3.70% | 30,277 | 146 | 0.5% | $2.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $794.39万 | 5.73% | 258,926 | 8,234 | 3.3% | $25.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $863.60万 | 6.23% | 13,279 | 297 | 2.3% | $19.32万 | 加仓 |