LFG Wealth Partners, LLC
CIK 2044171 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $213.3M
- 持仓
- 98
- 截至
- 2026年6月30日
按 13F 价值排名第 6258（共 9443） · 前 66.3%
投资组合价值同比（季度）：+28.6% 13F不披露现金
- 前十大持仓权重
- 40.39%
- 前二十五大持仓权重
- 63.38%
- 持仓高于 1%
- 31
- 有效持仓数量
- 40.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 15.05% 估计买入 $54796508 · 卖出 $28525521
- 新仓位
- 28
- 增加
- 53
- 减少
- 14
- 已结清
- 19
本页内容
行业细分
Technology
29.9%
Communication Services
7.8%
Healthcare
6.7%
Retail
6.1%
Energy
5.5%
Financial Services
4.0%
Industrials
3.9%
Utilities
3.5%
Consumer Discretionary
3.1%
Financials
2.7%
Real Estate
2.7%
Materials
2.5%
Consumer Staples
2.1%
Telecommunication
1.8%
Communications
1.0%
Logistics & Transportation
0.6%
其他/未映射
16.3%
完整投资组合 98 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $12706048 | 5.96% | 35554 | $4734470 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $11678094 | 5.48% | 58364 | $888778 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11519086 | 5.40% | 48330 | $4687206 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $11372808 | 5.33% | 39303 | $1955577 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $10436009 | 4.89% | 27977 | $944767 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $9187981 | 4.31% | 7960 | $6172467 | 下跌 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5762371 | 2.70% | 12066 | $2207515 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4723378 | 2.21% | 11230 | $1141976 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4623016 | 2.17% | 7958 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4135966 | 1.94% | 12635 | $817548 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $4120516 | 1.93% | 10908 | $1176755 | 上涨 ×1 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $3874088 | 1.82% | 62728 | $759483 | 上涨 ×2 | ||
| AGNC AGNC Investment Corp. - Common Stock | $3860888 | 1.81% | 354210 | $859490 | 上涨 ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $3613413 | 1.69% | 195003 | $657465 | 上涨 ×2 | ||
| NVDY | $3530382 | 1.66% | 283793 | 上涨 ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $3362177 | 1.58% | 74533 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $3175156 | 1.49% | 2647 | $1088551 | 上涨 ×2 | ||
| E ENI S.p.A. Common Stock | $3141517 | 1.47% | 67040 | $-823828 | 下跌 ×2 | ||
| NUE Nucor Corporation Common Stock | $3138252 | 1.47% | 14089 | $1241100 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3040616 | 1.43% | 5398 | $162343 | 上涨 ×1 | ||
| EWY | $3016305 | 1.41% | 14940 | $1318321 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2842401 | 1.33% | 2669 | $1105541 | 上涨 ×2 | ||
| PFFV | $2823624 | 1.32% | 128172 | $608906 | 上涨 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2798608 | 1.31% | 2382 | $376379 | 下跌 ×2 | ||
| TTE TotalEnergies SE Ordinary Shares | $2690464 | 1.26% | 34600 | $-1100145 | 下跌 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2656542 | 1.25% | 2627 | $1063906 | 上涨 ×2 | ||
| FBTC | $2647907 | 1.24% | 51869 | $44625 | 上涨 ×1 | ||
| VOO | $2643449 | 1.24% | 3849 | $950396 | 上涨 ×2 | ||
| PSCT Invesco S&P SmallCap Information Technology ETF | $2543811 | 1.19% | 27527 | $858168 | 下跌 ×1 | ||
| IJR | $2536770 | 1.19% | 17105 | $757991 | 上涨 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $2351145 | 1.10% | 55530 | $-93734 | 上涨 ×1 | ||
| RIO Rio Tinto Plc Common Stock | $2103001 | 0.99% | 22153 | $345668 | 上涨 ×1 | ||
| AM Antero Midstream Corporation Common Stock | $2066556 | 0.97% | 90838 | $265650 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2062333 | 0.97% | 17558 | 上涨 ×1 | |||
| EMR Emerson Electric Company Common Stock | $1996688 | 0.94% | 13948 | $530720 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1978805 | 0.93% | 7864 | $477474 | 上涨 ×2 | ||
| CCJ Cameco Corporation Common Stock | $1952750 | 0.92% | 19171 | 上涨 ×1 | |||
| JXN Jackson Financial Inc. Class A Common Stock | $1929118 | 0.90% | 18841 | $-346737 | 下跌 ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $1878525 | 0.88% | 4818 | 上涨 ×1 | |||
| ENB Enbridge Inc Common Stock | $1859949 | 0.87% | 34310 | $167123 | 上涨 ×2 | ||
| RITM Rithm Capital Corp. Common Stock | $1855229 | 0.87% | 197575 | $576812 | 上涨 ×2 | ||
| GM General Motors Company Common Stock | $1853885 | 0.87% | 24051 | $374074 | 上涨 ×1 | ||
| VSS | $1793137 | 0.84% | 11622 | $340657 | 上涨 ×1 | ||
| A Agilent Technologies, Inc. Common Stock | $1750127 | 0.82% | 13176 | 上涨 ×1 | |||
| CI The Cigna Group Common Stock | $1695340 | 0.79% | 6150 | 上涨 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $1628840 | 0.76% | 10397 | 上涨 ×1 | |||
| FITB Fifth Third Bancorp - Common Stock | $1622636 | 0.76% | 28785 | $431922 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1602544 | 0.75% | 12471 | $365719 | 上涨 ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1583547 | 0.74% | 65762 | $-39366 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $1522692 | 0.71% | 10390 | 上涨 ×1 | |||
| OGE OGE Energy Corp Common Stock | $1416078 | 0.66% | 29101 | $227287 | 上涨 ×2 | ||
| MLPA | $1405419 | 0.66% | 26477 | $184034 | 上涨 ×2 | ||
| T AT&T Inc. | $1403594 | 0.66% | 67806 | $-131681 | 上涨 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1304111 | 0.61% | 12131 | $105787 | 下跌 ×1 | ||
| SGOL | $1278705 | 0.60% | 33448 | $254781 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $1189322 | 0.56% | 10501 | $-100622 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 84615Q103) | $1151188 | 0.54% | 6738 | 上涨 ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1109134 | 0.52% | 8107 | $-523256 | 下跌 ×1 | ||
| EIX Edison International Common Stock | $1073834 | 0.50% | 14424 | $260822 | 上涨 ×1 | ||
| TSMY | $1021504 | 0.48% | 56813 | 上涨 ×1 | |||
| EXC Exelon Corporation - Common Stock | $1001202 | 0.47% | 21476 | $150630 | 上涨 ×2 | ||
| DTE DTE Energy Company Common Stock | $978557 | 0.46% | 6422 | $178087 | 上涨 ×2 | ||
| PPL PPL Corporation Common Stock | $960580 | 0.45% | 26426 | $174528 | 上涨 ×2 | ||
| FE FirstEnergy Corp. Common Stock | $949283 | 0.45% | 19968 | $122150 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $857817 | 0.40% | 2428 | $456988 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 438516205) | $760765 | 0.36% | 3398 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $751184 | 0.35% | 3398 | 上涨 ×1 | |||
| IVV | $515773 | 0.24% | 689 | $63139 | 下跌 ×1 | ||
| CLOA iShares AAA CLO Active ETF | $512259 | 0.24% | 9868 | 上涨 ×1 | |||
| BUFR | $428278 | 0.20% | 11724 | $32359 | |||
| V Visa Inc. | $420943 | 0.20% | 1227 | $77618 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $386039 | 0.18% | 4045 | $177023 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $357331 | 0.17% | 4966 | $33264 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $355042 | 0.17% | 1871 | $-2749 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $354643 | 0.17% | 853 | $131167 | 上涨 ×1 | ||
| IJH | $329796 | 0.15% | 4277 | 上涨 ×1 | |||
| IWF | $314924 | 0.15% | 2536 | 上涨 ×1 | |||
| SCHF | $305393 | 0.14% | 11025 | $-17001 | 下跌 ×1 | ||
| SPY SPY | $303189 | 0.14% | 406 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $295498 | 0.14% | 816 | $9444 | 上涨 ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $290003 | 0.14% | 3228 | 上涨 ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $290003 | 0.14% | 3356 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $282524 | 0.13% | 302 | $2521 | 上涨 ×1 | ||
| VEA | $279697 | 0.13% | 3926 | 上涨 ×1 | |||
| SCHG | $272130 | 0.13% | 8042 | $-91687 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $270061 | 0.13% | 1493 | $-2433823 | 下跌 ×2 | ||
| IAUM | $267467 | 0.13% | 6685 | $-44723 | |||
| MGK | $264972 | 0.12% | 3014 | $43683 | 上涨 ×1 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $262269 | 0.12% | 10461 | 上涨 ×1 | |||
| FPX | $247423 | 0.12% | 1200 | 上涨 ×1 | |||
| BBIB | $241323 | 0.11% | 2468 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $229455 | 0.11% | 2776 | 上涨 ×1 | |||
| GLDM | $221582 | 0.10% | 2790 | $-37023 | |||
| IEMG | $218532 | 0.10% | 2638 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $218472 | 0.10% | 585 | $-574272 | 下跌 ×1 | ||
| GLD | $218449 | 0.10% | 593 | $-24665 | 上涨 ×1 | ||
| GOVT | $213301 | 0.10% | 9364 | 上涨 ×1 | |||
| BIL | $208018 | 0.10% | 2270 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AMD | $4623016 | 7958 | 2.17% |
| NVDY | $3530382 | 283793 | 1.66% |
| HPE | $3362177 | 74533 | 1.58% |
| CSCO | $2062333 | 17558 | 0.97% |
| CCJ | $1952750 | 19171 | 0.92% |
| HCA | $1878525 | 4818 | 0.88% |
| A | $1750127 | 13176 | 0.82% |
| CI | $1695340 | 6150 | 0.79% |
| CRM | $1628840 | 10397 | 0.76% |
| ORCL | $1522692 | 10390 | 0.71% |
| 未知发行人 (CUSIP: 84615Q103) | $1151188 | 6738 | 0.54% |
| TSMY | $1021504 | 56813 | 0.48% |
| 未知发行人 (CUSIP: 438516205) | $760765 | 3398 | 0.36% |
| 未知发行人 (CUSIP: 43849R105) | $751184 | 3398 | 0.35% |
| CLOA | $512259 | 9868 | 0.24% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| MU | 削减 | -966 | +$6.2M |
| GOOGL | 增持 | +8K | +$4.7M |
| AMZN | 增持 | +16K | +$4.7M |
| TSM | 增持 | +2K | +$2.2M |
| AAPL | 增持 | +2K | +$2.0M |
| EWY | 增持 | +1K | +$1.3M |
| NUE | 增持 | +3K | +$1.2M |
| AVGO | 增持 | +1K | +$1.2M |
| TSLA | 增持 | +2K | +$1.1M |
| CAT | 增持 | +217 | +$1.1M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| JBBB | 2026年6月30日 | 64852 | $3022441 | 不再跟踪 |
| IBIT | 2026年3月31日 | 54599 | $2710820 | |
| XOM | 2026年6月30日 | 11477 | $1947148 | 21.7% |
| LMT | 2026年6月30日 | 3020 | $1824973 | 11.6% |
| OKE | 2026年6月30日 | 18701 | $1690426 | 9.0% |
| VRP | 2026年6月30日 | 63050 | $1511940 | 不再跟踪 |
| HON | 2026年6月30日 | 6588 | $1489138 | -1.9% |
| ING | 2026年6月30日 | 55880 | $1455683 | 11.1% |
| QCOM | 2026年3月31日 | 8492 | $1452622 | 25.0% |
| HMC | 2026年3月31日 | 49126 | $1448232 | 37.2% |
| DLTR | 2026年6月30日 | 12900 | $1412729 | 7.7% |
| NEM | 2026年6月30日 | 13028 | $1410329 | 40.1% |
| GDXY | 2026年6月30日 | 94095 | $1315453 | 不再跟踪 |
| DB | 2026年3月31日 | 33666 | $1298152 | 26.6% |
| NVO | 2026年6月30日 | 29136 | $1070741 | -2.5% |
| COIN | 2026年3月31日 | 4135 | $935044 | 7.3% |
| BABA | 2026年6月30日 | 6586 | $826334 | 27.3% |
| PLTR | 2026年3月31日 | 4312 | $766498 | 18.3% |
| BITO | 2026年6月30日 | 71693 | $667458 | 不再跟踪 |
| EETH | 2026年3月31日 | 8241 | $306560 | 不再跟踪 |
| HUM | 2026年6月30日 | 1326 | $229915 | -3.3% |
| SCHB | 2026年6月30日 | 9087 | $228084 | 不再跟踪 |
| IVW | 2026年6月30日 | 1806 | $204278 | 不再跟踪 |
| CL | 2026年6月30日 | 2381 | $202917 | -1.5% |
| DGRO | 2026年6月30日 | 2872 | $201557 | 不再跟踪 |
| USFR | 2026年6月30日 | 3984 | $200545 | 不再跟踪 |