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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,023.27万 | 6.56% | 13,703 | 424 | 3.2% | $31.66万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $841.41万 | 5.39% | 265,345 | 6,419 | 2.5% | $20.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $481.39万 | 3.09% | 6,537 | 170 | 2.7% | $12.52万 | 加仓 |
| IVV | ISHARES TR | $467.85万 | 3.00% | 6,247 | -113 | -1.8% | -$8.46万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $454.76万 | 2.92% | 35,581 | 1,522 | 4.5% | $19.45万 | 加仓 |
| — | EXXON MOBIL CORP | $414.84万 | 2.66% | 30,343 | 66 | 0.2% | $9,023 | 加仓 |
| SPHY | SPDR SERIES TRUST | $319.47万 | 2.05% | 136,293 | 1,509 | 1.1% | $3.54万 | 加仓 |
| AGG | ISHARES TR | $311.01万 | 1.99% | 31,422 | -161 | -0.5% | -$1.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $304.42万 | 1.95% | 4,432 | 14 | 0.3% | $9,616 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $297.52万 | 1.91% | 40,528 | 1,431 | 3.7% | $10.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.41万 | 1.80% | 82,865 | 4,076 | 5.2% | $13.79万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $246.68万 | 1.58% | 12,484 | 352 | 2.9% | $6.96万 | 加仓 |
| ICSH | ISHARES TR | $216.62万 | 1.39% | 42,827 | -1,627 | -3.7% | -$8.23万 | 减仓 |
| DNL | WISDOMTREE TR | $213.65万 | 1.37% | 46,264 | 1,608 | 3.6% | $7.43万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $195.43万 | 1.25% | 42,438 | -257 | -0.6% | -$1.18万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $195.13万 | 1.25% | 5,336 | 114 | 2.2% | $4.17万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $189.74万 | 1.22% | 7,809 | 292 | 3.9% | $7.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $185.93万 | 1.19% | 11,217 | 52 | 0.5% | $8,620 | 加仓 |
| GOOGL | ALPHABET INC | $185.82万 | 1.19% | 5,200 | 226 | 4.5% | $8.08万 | 加仓 |
| EFA | ISHARES TR | $183.20万 | 1.17% | 17,636 | 874 | 5.2% | $9.08万 | 加仓 |
| C | CITIGROUP INC | $182.47万 | 1.17% | 13,037 | -198 | -1.5% | -$2.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $177.19万 | 1.14% | 8,131 | -103 | -1.3% | -$2.24万 | 减仓 |
| AAPL | APPLE INC | $172.00万 | 1.10% | 5,944 | 214 | 3.7% | $6.19万 | 加仓 |
| TPR | TAPESTRY INC | $170.70万 | 1.09% | 11,662 | 58 | 0.5% | $8,490 | 加仓 |
| META | META PLATFORMS INC | $169.03万 | 1.08% | 3,001 | 171 | 6.0% | $9.63万 | 加仓 |
| CSCO | CISCO SYS INC | $163.36万 | 1.05% | 13,907 | -1,905 | -12.0% | -$22.38万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $159.57万 | 1.02% | 5,210 | 283 | 5.7% | $8.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $156.48万 | 1.00% | 7,821 | 697 | 9.8% | $13.95万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $151.60万 | 0.97% | 20,402 | 835 | 4.3% | $6.20万 | 加仓 |
| F | FORD MTR CO | $145.88万 | 0.94% | 104,950 | -597 | -0.6% | -$8,298 | 减仓 |
| CVS | CVS HEALTH CORP | $145.77万 | 0.93% | 14,091 | 316 | 2.3% | $3.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $141.35万 | 0.91% | 16,409 | -91 | -0.6% | -$7,839 | 减仓 |
| AMZN | AMAZON COM INC | $139.27万 | 0.89% | 5,843 | 175 | 3.1% | $4.17万 | 加仓 |
| MO | ALTRIA GROUP INC | $133.77万 | 0.86% | 18,592 | -145 | -0.8% | -$1.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $128.63万 | 0.82% | 3,448 | 292 | 9.3% | $10.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $127.78万 | 0.82% | 43,417 | -1,779 | -3.9% | -$5.24万 | 减仓 |
| TSLA | TESLA INC | $123.28万 | 0.79% | 2,931 | 191 | 7.0% | $8.03万 | 加仓 |
| IVE | ISHARES TR | $119.03万 | 0.76% | 5,242 | -74 | -1.4% | -$1.68万 | 减仓 |
| EIX | EDISON INTL | $117.63万 | 0.75% | 15,800 | 241 | 1.5% | $1.79万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $114.75万 | 0.74% | 22,651 | -601 | -2.6% | -$3.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $113.41万 | 0.73% | 13,991 | 472 | 3.5% | $3.83万 | 加仓 |
| PSA | PUBLIC STORAGE | $108.19万 | 0.69% | 3,399 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $107.38万 | 0.69% | 17,387 | 289 | 1.7% | $1.78万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $107.21万 | 0.69% | 81,064 | -534 | -0.7% | -$7,062 | 减仓 |
| PVH | PVH CORPORATION | $106.57万 | 0.68% | 14,350 | -552 | -3.7% | -$4.10万 | 减仓 |
| NOBL | PROSHARES TR | $99.46万 | 0.64% | 17,710 | -164 | -0.9% | -$9,210 | 减仓 |
| IXUS | ISHARES TR | $97.98万 | 0.63% | 10,266 | 129 | 1.3% | $1.23万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $97.95万 | 0.63% | 4,202 | 65 | 1.6% | $1.52万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $94.26万 | 0.60% | 4,215 | 41 | 1.0% | $9,169 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $93.33万 | 0.60% | 2,413 | -5 | -0.2% | -$1,934 | 减仓 |
| IWD | ISHARES TR | $91.14万 | 0.58% | 3,760 | -33 | -0.9% | -$7,999 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $87.77万 | 0.56% | 897 | 24 | 2.7% | $2.35万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $87.10万 | 0.56% | 32,671 | 455 | 1.4% | $1.21万 | 加仓 |
| V | VISA INC | $86.40万 | 0.55% | 2,518 | 35 | 1.4% | $1.20万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $84.33万 | 0.54% | 5,573 | 983 | 21.4% | $14.88万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $84.32万 | 0.54% | 2,489 | -25 | -1.0% | -$8,469 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $83.97万 | 0.54% | 4,296 | -31 | -0.7% | -$6,059 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $81.27万 | 0.52% | 11,745 | 140 | 1.2% | $9,687 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $80.00万 | 0.51% | 21,900 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $79.62万 | 0.51% | 6,171 | 280 | 4.8% | $3.61万 | 加仓 |
| IMCG | ISHARES TR | $78.66万 | 0.50% | 8,002 | -45 | -0.6% | -$4,424 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $78.55万 | 0.50% | 2,731 | -28 | -1.0% | -$8,054 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $77.13万 | 0.49% | 18,216 | 143 | 0.8% | $6,055 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $77.01万 | 0.49% | 69,067 | -1,707 | -2.4% | -$1.90万 | 减仓 |
| IYW | ISHARES TR | $72.19万 | 0.46% | 2,862 | -96 | -3.2% | -$2.42万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.79万 | 0.46% | 1,727 | -176 | -9.2% | -$7.32万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $71.08万 | 0.46% | 8,626 | 88 | 1.0% | $7,251 | 加仓 |
| WMT | WALMART INC | $70.72万 | 0.45% | 6,244 | -19 | -0.3% | -$2,152 | 减仓 |
| MDT | MEDTRONIC PLC | $69.68万 | 0.45% | 8,907 | 1,465 | 19.7% | $11.46万 | 加仓 |
| SLB | SLB LIMITED | $69.32万 | 0.44% | 14,910 | -122 | -0.8% | -$5,672 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $66.75万 | 0.43% | 578 | 578 | — | $66.75万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.57万 | 0.43% | 11,553 | 635 | 5.8% | $3.66万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.97万 | 0.42% | 11,051 | -64 | -0.6% | -$3,820 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.45万 | 0.42% | 1,308 | 2 | 0.2% | $1,001 | 加仓 |
| GSK | GSK PLC | $64.97万 | 0.42% | 12,393 | 282 | 2.3% | $1.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.70万 | 0.41% | 9,081 | 8 | 0.1% | $570 | 加仓 |
| DGRO | ISHARES TR | $64.55万 | 0.41% | 8,517 | -562 | -6.2% | -$4.26万 | 减仓 |
| ABBV | ABBVIE INC | $62.33万 | 0.40% | 2,477 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $62.22万 | 0.40% | 3,367 | -17 | -0.5% | -$3,141 | 减仓 |
| IDV | ISHARES TR | $61.00万 | 0.39% | 14,724 | 188 | 1.3% | $7,789 | 加仓 |
| BBY | BEST BUY INC | $59.84万 | 0.38% | 7,886 | 146 | 1.9% | $1.11万 | 加仓 |
| VLO | VALERO ENERGY CORP | $59.11万 | 0.38% | 2,270 | 4 | 0.2% | $1,042 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $58.57万 | 0.38% | 16,210 | 43 | 0.3% | $1,554 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $57.92万 | 0.37% | 690 | 39 | 6.0% | $3.27万 | 加仓 |
| CLS | CELESTICA INC | $56.76万 | 0.36% | 1,556 | 158 | 11.3% | $5.76万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $56.39万 | 0.36% | 2,290 | 5 | 0.2% | $1,231 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $55.27万 | 0.35% | 6,781 | -28 | -0.4% | -$2,282 | 减仓 |
| VNT | VONTIER CORPORATION | $54.90万 | 0.35% | 18,933 | 18,933 | — | $54.90万 | 新建仓 |
| EFV | ISHARES TR | $54.08万 | 0.35% | 7,065 | -257 | -3.5% | -$1.97万 | 减仓 |
| ACWX | ISHARES TR | $54.05万 | 0.35% | 7,102 | -133 | -1.8% | -$1.01万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $52.74万 | 0.34% | 6,811 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $52.38万 | 0.34% | 3,342 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $51.93万 | 0.33% | 29,309 | 18,963 | 183.3% | $33.60万 | 加仓 |
| APP | APPLOVIN CORP | $50.08万 | 0.32% | 972 | 139 | 16.7% | $7.16万 | 加仓 |
| OEF | ISHARES TR | $48.47万 | 0.31% | 1,325 | 67 | 5.3% | $2.45万 | 加仓 |
| ACM | AECOM | $47.02万 | 0.30% | 6,737 | 6,737 | — | $47.02万 | 新建仓 |
| BXP | BXP INC | $46.69万 | 0.30% | 7,041 | -655 | -8.5% | -$4.34万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $45.41万 | 0.29% | 8,761 | 8,761 | — | $45.41万 | 新建仓 |
| MPC | MARATHON PETE CORP | $44.54万 | 0.29% | 1,742 | 2 | 0.1% | $511 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $43.92万 | 0.28% | 2,305 | 274 | 13.5% | $5.22万 | 加仓 |