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 |
|---|---|---|---|---|---|---|---|---|
| WU | WESTERN UN CO | $36.22万 | 0.26% | 41,488 | -2,946 | -6.6% | -$2.57万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $35.01万 | 0.25% | 30,185 | -11,804 | -28.1% | -$13.69万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $34.94万 | 0.25% | 7,600 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $33.82万 | 0.24% | 2,943 | 135 | 4.8% | $1.55万 | 加仓 |
| APP | APPLOVIN CORP | $33.15万 | 0.24% | 833 | 233 | 38.8% | $9.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $32.83万 | 0.24% | 4,123 | 111 | 2.8% | $8,838 | 加仓 |
| VO | VANGUARD INDEX FDS | $30.64万 | 0.22% | 1,067 | -44 | -4.0% | -$1.26万 | 减仓 |
| GPN | GLOBAL PMTS INC | $30.20万 | 0.22% | 4,488 | 219 | 5.1% | $1.47万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $29.93万 | 0.22% | 1,583 | -120 | -7.0% | -$2.27万 | 减仓 |
| T | AT&T INC | $29.89万 | 0.22% | 10,311 | -68 | -0.7% | -$1,971 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.38万 | 0.21% | 11,703 | 29 | 0.2% | $728 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.51万 | 0.21% | 1,724 | 7 | 0.4% | $1,158 | 加仓 |
| OVV | OVINTIV INC | $28.49万 | 0.21% | 4,800 | 4,800 | — | $28.49万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $27.73万 | 0.20% | 459 | -365 | -44.3% | -$22.05万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $27.58万 | 0.20% | 6,995 | 16 | 0.2% | $631 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.37万 | 0.20% | 1,895 | -45 | -2.3% | -$6,499 | 减仓 |
| FLXR | TCW ETF TRUST | $27.36万 | 0.20% | 6,968 | -180 | -2.5% | -$7,069 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.99万 | 0.19% | 2,031 | 123 | 6.4% | $1.63万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $26.51万 | 0.19% | 651 | 651 | — | $26.51万 | 新建仓 |
| IVW | ISHARES TR | $26.49万 | 0.19% | 2,342 | 2 | 0.1% | $226 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $26.20万 | 0.19% | 5,584 | -1,472 | -20.9% | -$6.91万 | 减仓 |
| IEFA | ISHARES TR | $25.83万 | 0.19% | 2,853 | -134 | -4.5% | -$1.21万 | 减仓 |
| FISV | FISERV INC | $24.78万 | 0.18% | 4,440 | -181 | -3.9% | -$1.01万 | 减仓 |
| AVGO | BROADCOM INC | $24.55万 | 0.18% | 793 | 48 | 6.4% | $1.49万 | 加仓 |
| HAS | HASBRO INC | $23.95万 | 0.17% | 2,558 | -59 | -2.3% | -$5,523 | 减仓 |
| SCZ | ISHARES TR | $23.09万 | 0.17% | 2,944 | -37 | -1.2% | -$2,902 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.98万 | 0.17% | 4,068 | -120 | -2.9% | -$6,779 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.91万 | 0.17% | 767 | 2 | 0.3% | $597 | 加仓 |
| AMP | AMERIPRISE FINL INC | $22.32万 | 0.16% | 502 | -12 | -2.3% | -$5,335 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $22.05万 | 0.16% | 7,488 | 47 | 0.6% | $1,384 | 加仓 |
| VB | VANGUARD INDEX FDS | $21.71万 | 0.16% | 829 | -23 | -2.7% | -$6,022 | 减仓 |
| GAP | GAP INC | $21.57万 | 0.16% | 8,914 | -99 | -1.1% | -$2,396 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $21.47万 | 0.15% | 3,809 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.98万 | 0.15% | 1,434 | 1,434 | — | $20.98万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.76万 | 0.15% | 5,487 | 5,487 | — | $20.76万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.09万 | 0.14% | 683 | -9 | -1.3% | -$2,647 | 减仓 |
| KSS | KOHLS CORP | $13.35万 | 0.10% | 10,346 | 10,346 | — | $13.35万 | 新建仓 |
| — | EVOLUTION PETE CORP | $5.67万 | 0.04% | 12,379 | 79 | 0.6% | $362 | 加仓 |
| — | JET AI INC | $860 | 0.00% | 10,000 | 10,000 | — | $860 | 新建仓 |
| — | 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 |