Michels Family Financial, LLC
FORT WORTH TX · SEC CIK 0002053733
$1.56亿2026Q2 申报市值
148持仓数
31.5%前十大占比 · 第一大 6.6%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$66.75万
VNT 新建仓+$54.90万
ACM 新建仓+$47.02万
POR 新建仓+$45.41万
DKNG 新建仓+$43.67万
2026Q2 卖出最多 按季末市值估算
ADBE 清仓-$76.98万
NKE 清仓-$40.58万
WU 清仓-$36.22万
GPN 清仓-$30.20万
FISV 清仓-$24.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $43.67万 | 0.28% | 17,287 | 17,287 | — | $43.67万 | 新建仓 |
| IWL | ISHARES TR | $42.59万 | 0.27% | 2,303 | -23 | -1.0% | -$4,253 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.94万 | 0.27% | 21,935 | 262 | 1.2% | $5,009 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $39.38万 | 0.25% | 8,880 | 0 | 0.0% | — | 不变 |
| ASC | ARDMORE SHIPPING CORP | $39.29万 | 0.25% | 28,041 | -397 | -1.4% | -$5,562 | 减仓 |
| CMCSA | COMCAST CORP NEW | $38.49万 | 0.25% | 15,680 | -8,112 | -34.1% | -$19.91万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $37.75万 | 0.24% | 9,137 | -520 | -5.4% | -$2.15万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $37.10万 | 0.24% | 7,600 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $36.84万 | 0.24% | 2,884 | -59 | -2.0% | -$7,537 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $35.04万 | 0.22% | 33,028 | 2,843 | 9.4% | $3.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $34.60万 | 0.22% | 4,187 | 64 | 1.6% | $5,289 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $33.97万 | 0.22% | 11,731 | 28 | 0.2% | $811 | 加仓 |
| AVGO | BROADCOM INC | $33.82万 | 0.22% | 895 | 102 | 12.9% | $3.85万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $33.37万 | 0.21% | 1,385 | -198 | -12.5% | -$4.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $33.09万 | 0.21% | 4,106 | -162 | -3.8% | -$1.31万 | 减仓 |
| IVW | ISHARES TR | $32.23万 | 0.21% | 2,344 | 2 | 0.1% | $275 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.33万 | 0.20% | 1,732 | 8 | 0.5% | $1,447 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $30.77万 | 0.20% | 1,078 | 1,078 | — | $30.77万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $30.23万 | 0.19% | 7,007 | 12 | 0.2% | $518 | 加仓 |
| ORCL | ORACLE CORP | $28.61万 | 0.18% | 1,952 | 1,952 | — | $28.61万 | 新建仓 |
| IEFA | ISHARES TR | $27.67万 | 0.18% | 2,865 | 12 | 0.4% | $1,159 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.05万 | 0.17% | 1,845 | -50 | -2.6% | -$7,331 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $26.90万 | 0.17% | 6,918 | 1,334 | 23.9% | $5.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $26.40万 | 0.17% | 768 | 1 | 0.1% | $344 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $26.07万 | 0.17% | 7,536 | 48 | 0.6% | $1,661 | 加仓 |
| OVV | OVINTIV INC | $25.38万 | 0.16% | 4,820 | 20 | 0.4% | $1,053 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.14万 | 0.16% | 830 | 1 | 0.1% | $303 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $24.56万 | 0.16% | 903 | 903 | — | $24.56万 | 新建仓 |
| FLXR | TCW ETF TRUST | $24.52万 | 0.16% | 6,252 | -716 | -10.3% | -$2.81万 | 减仓 |
| SCZ | ISHARES TR | $24.35万 | 0.16% | 2,960 | 16 | 0.5% | $1,316 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $24.13万 | 0.15% | 1,290 | 1,290 | — | $24.13万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $23.82万 | 0.15% | 3,809 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $23.53万 | 0.15% | 513 | 11 | 2.2% | $5,045 | 加仓 |
| SNDK | SANDISK CORP | $23.19万 | 0.15% | 102 | 102 | — | $23.19万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $22.82万 | 0.15% | 2,514 | 2,514 | — | $22.82万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.59万 | 0.14% | 473 | 473 | — | $22.59万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $22.55万 | 0.14% | 1,887 | 1,887 | — | $22.55万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.42万 | 0.14% | 3,918 | -150 | -3.7% | -$8,583 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.36万 | 0.14% | 683 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.86万 | 0.14% | 1,874 | 440 | 30.7% | $5.13万 | 加仓 |
| GM | GENERAL MTRS CO | $21.74万 | 0.14% | 2,821 | 2,821 | — | $21.74万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.48万 | 0.14% | 422 | -37 | -8.1% | -$1.88万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $21.46万 | 0.14% | 4,625 | 0 | 0.0% | — | 重新持有 |
| T | AT&T INC | $20.80万 | 0.13% | 10,050 | -261 | -2.5% | -$5,403 | 减仓 |
| CCL | CARNIVAL CORP LTD | $20.31万 | 0.13% | 7,111 | 7,111 | — | $20.31万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.30万 | 0.13% | 5,521 | 34 | 0.6% | $1,250 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $13.78万 | 0.09% | 10,783 | 10,783 | — | $13.78万 | 新建仓 |
| — | EVOLUTION PETE CORP | $4.58万 | 0.03% | 12,458 | 79 | 0.6% | $291 | 加仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -3,167 | -100.0% | -$76.98万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,682 | -100.0% | -$40.58万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -41,488 | -100.0% | -$36.22万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -4,488 | -100.0% | -$30.20万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,440 | -100.0% | -$24.78万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,558 | -100.0% | -$23.95万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -8,914 | -100.0% | -$21.57万 | 清仓 |
| — | JET AI INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$860 | 清仓 |