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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $863.60万 | 6.23% | 13,279 | 297 | 2.3% | $19.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $794.39万 | 5.73% | 258,926 | 8,234 | 3.3% | $25.26万 | 加仓 |
| — | EXXON MOBIL CORP | $513.67万 | 3.70% | 30,277 | 146 | 0.5% | $2.48万 | 加仓 |
| IVV | ISHARES TR | $415.43万 | 3.00% | 6,360 | -22 | -0.3% | -$1.44万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $373.59万 | 2.69% | 34,059 | 2,120 | 6.6% | $23.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $367.50万 | 2.65% | 6,367 | 290 | 4.8% | $16.74万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $314.32万 | 2.27% | 134,784 | 2,817 | 2.1% | $6.57万 | 加仓 |
| AGG | ISHARES TR | $313.52万 | 2.26% | 31,583 | 325 | 1.0% | $3.23万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $287.91万 | 2.08% | 39,097 | 788 | 2.1% | $5.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $264.00万 | 1.90% | 4,418 | 101 | 2.3% | $6.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $231.01万 | 1.67% | 11,165 | 102 | 0.9% | $2.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $229.51万 | 1.66% | 78,789 | 3,877 | 5.2% | $11.29万 | 加仓 |
| ICSH | ISHARES TR | $225.02万 | 1.62% | 44,454 | -819 | -1.8% | -$4.15万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $223.58万 | 1.61% | 12,132 | 128 | 1.1% | $2.36万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $183.84万 | 1.33% | 42,695 | -970 | -2.2% | -$4.18万 | 减仓 |
| DNL | WISDOMTREE TR | $180.28万 | 1.30% | 44,656 | 590 | 1.3% | $2.38万 | 加仓 |
| TPR | TAPESTRY INC | $163.75万 | 1.18% | 11,604 | -412 | -3.4% | -$5.81万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $163.30万 | 1.18% | 7,517 | 139 | 1.9% | $3.02万 | 加仓 |
| EFA | ISHARES TR | $162.81万 | 1.17% | 16,762 | 77 | 0.5% | $7,479 | 加仓 |
| META | META PLATFORMS INC | $161.92万 | 1.17% | 2,830 | 98 | 3.6% | $5.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $161.54万 | 1.17% | 8,234 | -122 | -1.5% | -$2.39万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $157.82万 | 1.14% | 5,222 | 83 | 1.6% | $2.51万 | 加仓 |
| C | CITIGROUP INC | $150.10万 | 1.08% | 13,235 | 467 | 3.7% | $5.30万 | 加仓 |
| AAPL | APPLE INC | $145.42万 | 1.05% | 5,730 | 153 | 2.7% | $3.88万 | 加仓 |
| GOOGL | ALPHABET INC | $143.03万 | 1.03% | 4,974 | 148 | 3.1% | $4.26万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $129.38万 | 0.93% | 19,567 | 430 | 2.2% | $2.84万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $126.80万 | 0.91% | 4,927 | 130 | 2.7% | $3.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $124.25万 | 0.90% | 7,124 | 1,974 | 38.3% | $34.43万 | 加仓 |
| MO | ALTRIA GROUP INC | $123.64万 | 0.89% | 18,737 | -43 | -0.2% | -$2,838 | 减仓 |
| CSCO | CISCO SYS INC | $122.68万 | 0.88% | 15,812 | 57 | 0.4% | $4,423 | 加仓 |
| VOD | VODAFONE GROUP PLC | $122.56万 | 0.88% | 81,598 | 210 | 0.3% | $3,154 | 加仓 |
| F | FORD MTR CO | $121.80万 | 0.88% | 105,547 | -15,264 | -12.6% | -$17.61万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $120.13万 | 0.87% | 2,750 | -27 | -1.0% | -$1.18万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $118.20万 | 0.85% | 23,252 | -55 | -0.2% | -$2,796 | 减仓 |
| AMZN | AMAZON COM INC | $118.05万 | 0.85% | 5,668 | 248 | 4.6% | $5.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $116.81万 | 0.84% | 3,156 | 238 | 8.2% | $8.81万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $115.88万 | 0.84% | 45,196 | 124 | 0.3% | $3,179 | 加仓 |
| EIX | EDISON INTL | $113.86万 | 0.82% | 15,559 | -36 | -0.2% | -$2,635 | 减仓 |
| IVE | ISHARES TR | $112.24万 | 0.81% | 5,316 | -3 | -0.1% | -$633 | 减仓 |
| PVH | PVH CORPORATION | $103.95万 | 0.75% | 14,902 | 4,040 | 37.2% | $28.18万 | 加仓 |
| TSLA | TESLA INC | $101.86万 | 0.73% | 2,740 | 135 | 5.2% | $5.02万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $99.97万 | 0.72% | 17,098 | 189 | 1.1% | $1.11万 | 加仓 |
| CVS | CVS HEALTH CORP | $98.93万 | 0.71% | 13,775 | 3,358 | 32.2% | $24.12万 | 加仓 |
| NOBL | PROSHARES TR | $94.74万 | 0.68% | 8,937 | -56 | -0.6% | -$5,936 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $92.31万 | 0.67% | 13,519 | 1,585 | 13.3% | $10.82万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $92.07万 | 0.66% | 3,399 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $90.72万 | 0.65% | 18,073 | 404 | 2.3% | $2.03万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $88.47万 | 0.64% | 32,216 | -667 | -2.0% | -$1.83万 | 减仓 |
| IXUS | ISHARES TR | $87.82万 | 0.63% | 10,137 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $81.04万 | 0.58% | 3,793 | -22 | -0.6% | -$4,701 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $79.76万 | 0.58% | 70,774 | -762 | -1.1% | -$8,588 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $78.13万 | 0.56% | 873 | -54 | -5.8% | -$4.83万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $77.86万 | 0.56% | 4,174 | -74 | -1.7% | -$1.38万 | 减仓 |
| WMT | WALMART INC | $77.84万 | 0.56% | 6,263 | 103 | 1.7% | $1.28万 | 加仓 |
| SLB | SLB LIMITED | $77.25万 | 0.56% | 15,032 | -1,312 | -8.0% | -$6.74万 | 减仓 |
| ADBE | ADOBE INC | $76.98万 | 0.56% | 3,167 | 1,382 | 77.4% | $33.59万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $75.42万 | 0.54% | 4,137 | -38 | -0.9% | -$6,928 | 减仓 |
| V | VISA INC | $75.04万 | 0.54% | 2,483 | 37 | 1.5% | $1.12万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $74.18万 | 0.54% | 2,514 | -14 | -0.6% | -$4,131 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $73.96万 | 0.53% | 21,900 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $72.35万 | 0.52% | 4,327 | -14 | -0.3% | -$2,341 | 减仓 |
| BDX | BECTON DICKINSON & CO | $72.16万 | 0.52% | 4,590 | 1,496 | 48.4% | $23.52万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $70.78万 | 0.51% | 2,418 | 40 | 1.7% | $1.17万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $68.31万 | 0.49% | 23,792 | 71 | 0.3% | $2,038 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $67.89万 | 0.49% | 5,891 | 318 | 5.7% | $3.66万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.87万 | 0.48% | 11,605 | -537 | -4.4% | -$3.09万 | 减仓 |
| GSK | GSK PLC | $66.84万 | 0.48% | 12,111 | -640 | -5.0% | -$3.53万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.22万 | 0.48% | 10,918 | -330 | -2.9% | -$2.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $64.48万 | 0.47% | 7,442 | 103 | 1.4% | $8,925 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $64.40万 | 0.46% | 6,809 | -704 | -9.4% | -$6.66万 | 减仓 |
| DGRO | ISHARES TR | $63.72万 | 0.46% | 9,079 | -81 | -0.9% | -$5,684 | 减仓 |
| IMCG | ISHARES TR | $63.38万 | 0.46% | 8,047 | -140 | -1.7% | -$1.10万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $63.18万 | 0.46% | 2,759 | -18 | -0.6% | -$4,122 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.58万 | 0.45% | 1,306 | -3 | -0.2% | -$1,438 | 减仓 |
| IDV | ISHARES TR | $61.86万 | 0.45% | 14,536 | -35 | -0.2% | -$1,490 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.08万 | 0.43% | 11,115 | -233 | -2.1% | -$1.26万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $59.23万 | 0.43% | 8,538 | -302 | -3.4% | -$2.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $58.14万 | 0.42% | 9,073 | -78 | -0.9% | -$4,998 | 减仓 |
| DGT | SPDR SERIES TRUST | $57.38万 | 0.41% | 3,384 | -17 | -0.5% | -$2,883 | 减仓 |
| VLO | VALERO ENERGY CORP | $55.98万 | 0.40% | 2,266 | -8 | -0.4% | -$1,976 | 减仓 |
| EFV | ISHARES TR | $54.44万 | 0.39% | 7,322 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $53.87万 | 0.39% | 2,477 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $53.67万 | 0.39% | 2,958 | -34 | -1.1% | -$6,169 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.49万 | 0.37% | 1,903 | 846 | 80.0% | $22.89万 | 加仓 |
| NVS | NOVARTIS AG | $51.05万 | 0.37% | 3,342 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $49.69万 | 0.36% | 7,740 | 271 | 3.6% | $1.74万 | 加仓 |
| ACWX | ISHARES TR | $49.54万 | 0.36% | 7,235 | -43 | -0.6% | -$2,944 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $48.64万 | 0.35% | 6,811 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $48.60万 | 0.35% | 9,657 | -1,441 | -13.0% | -$7.25万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $47.03万 | 0.34% | 2,285 | 6 | 0.3% | $1,235 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.01万 | 0.34% | 16,167 | 20 | 0.1% | $582 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $43.37万 | 0.31% | 28,438 | -2,705 | -8.7% | -$4.13万 | 减仓 |
| MPC | MARATHON PETE CORP | $42.48万 | 0.31% | 1,740 | -8 | -0.5% | -$1,953 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.83万 | 0.30% | 21,673 | 1,817 | 9.2% | $3.51万 | 加仓 |
| NKE | NIKE INC | $40.58万 | 0.29% | 7,682 | -1,334 | -14.8% | -$7.05万 | 减仓 |
| OEF | ISHARES TR | $40.00万 | 0.29% | 1,258 | 133 | 11.8% | $4.23万 | 加仓 |
| BXP | BXP INC | $39.94万 | 0.29% | 7,696 | -77 | -1.0% | -$3,996 | 减仓 |
| CLS | CELESTICA INC | $39.38万 | 0.28% | 1,398 | 227 | 19.4% | $6.39万 | 加仓 |
| IWL | ISHARES TR | $37.33万 | 0.27% | 2,326 | -11 | -0.5% | -$1,765 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $36.28万 | 0.26% | 8,880 | 0 | 0.0% | — | 不变 |