LMG Wealth Partners, LLC
- SEC CIK
- 0001965772
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 166
- 較 2026 年第 1 季 +12
- 總值
- $6.26 億
- 較 2026 年第 1 季 +$7,706 萬 (+14.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 332,814 | $4,577 萬 | 7.3% | +988+0.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 64,945 | $1,879 萬 | 3.0% | −884−1.3% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 47,501 | $1,871 萬 | 3.0% | +238+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 76,108 | $1,849 萬 | 3.0% | +509+0.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 158,724 | $1,798 萬 | 2.9% | −613−0.4% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 102,212 | $1,496 萬 | 2.4% | +5,764+6.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 136,337 | $1,349 萬 | 2.2% | +10,272+8.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,924 | $1,339 萬 | 2.1% | +10+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,559 | $1,326 萬 | 2.1% | −395−1.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 73,598 | $1,220 萬 | 1.9% | +740+1.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 62,720 | $1,190 萬 | 1.9% | +451+0.7% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 271,790 | $1,161 萬 | 1.9% | +598+0.2% | 加碼 | – |
| CAHCardinal Health Inc | Stock | 48,669 | $1,156 萬 | 1.8% | +383+0.8% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 50,152 | $1,139 萬 | 1.8% | +2,178+4.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 9,767 | $1,040 萬 | 1.7% | +104+1.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 60,963 | $1,037 萬 | 1.7% | +1,332+2.2% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 164,891 | $926.0 萬 | 1.5% | +7,483+4.8% | 加碼依 2 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 38,198 | $910.4 萬 | 1.5% | +167+0.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 61,225 | $904.5 萬 | 1.4% | −1,554−2.5% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 58,265 | $893.9 萬 | 1.4% | −943−1.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 60,569 | $828.1 萬 | 1.3% | −682−1.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 135,596 | $819.0 萬 | 1.3% | +3,839+2.9% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 74,374 | $802.7 萬 | 1.3% | +1,071+1.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 52,273 | $748.3 萬 | 1.2% | +950+1.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,388 | $737.4 萬 | 1.2% | −2,264−26.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 46,677 | $729.6 萬 | 1.2% | +5,024+12.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 28,684 | $728.5 萬 | 1.2% | +24+0.1% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 19,403 | $707.8 萬 | 1.1% | −6,034−23.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,618 | $699.0 萬 | 1.1% | +2,540+18.0% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 8,302 | $696.8 萬 | 1.1% | −2,813−25.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,567 | $678.9 萬 | 1.1% | +104+0.8% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 69,875 | $673.8 萬 | 1.1% | +3,486+5.3% | 加碼 | – |
| AFLAflac Inc | Stock | 54,752 | $642.0 萬 | 1.0% | +2,158+4.1% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 40,908 | $621.9 萬 | 1.0% | +22+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,080 | $605.9 萬 | 1.0% | +1,223+5.4% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 43,632 | $574.2 萬 | 0.9% | +2,783+6.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 20,313 | $549.1 萬 | 0.9% | +1,607+8.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 17,266 | $540.7 萬 | 0.9% | −52−0.3% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 111,162 | $538.4 萬 | 0.9% | +13,108+13.4% | 加碼 | – |
| CBChubb Ltd | Stock | 15,695 | $534.8 萬 | 0.9% | +687+4.6% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 85,162 | $527.7 萬 | 0.8% | +5,403+6.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 23,719 | $523.0 萬 | 0.8% | +1,928+8.8% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 60,111 | $502.4 萬 | 0.8% | +3,785+6.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 20,894 | $497.2 萬 | 0.8% | −892−4.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 36,709 | $497.0 萬 | 0.8% | +1,288+3.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,962 | $493.3 萬 | 0.8% | +513+3.8% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 61,682 | $464.3 萬 | 0.7% | −2,407−3.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 38,226 | $449.0 萬 | 0.7% | −463−1.2% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 58,540 | $447.2 萬 | 0.7% | +825+1.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,774 | $442.8 萬 | 0.7% | +1,906+10.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,142 | $430.2 萬 | 0.7% | −189−1.4% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 46,369 | $424.6 萬 | 0.7% | +3,648+8.5% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 51,286 | $423.8 萬 | 0.7% | +1,793+3.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,922 | $390.3 萬 | 0.6% | −1,011−8.5% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 25,819 | $352.3 萬 | 0.6% | −1,566−5.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,974 | $351.7 萬 | 0.6% | +301+3.1% | 加碼 | 歷史 |
| MXLMaxlinear, Inc | COM | 26,759 | $342.6 萬 | 0.5% | +26,759 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 6,517 | $335.8 萬 | 0.5% | −638−8.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,729 | $330.6 萬 | 0.5% | +642+2.6% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 22,457 | $321.4 萬 | 0.5% | −1,384−5.8% | 減碼 | 歷史 |
| WWayfair Inc. | CL A | 34,719 | $320.9 萬 | 0.5% | +34,719 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 54,001 | $311.2 萬 | 0.5% | +1,029+1.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 13,857 | $308.7 萬 | 0.5% | +2,320+20.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 50,439 | $301.1 萬 | 0.5% | −99−0.2% | 減碼 | – |
| ETNEaton Corp plc | Stock | 6,870 | $292.7 萬 | 0.5% | +41+0.6% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,166 | $291.2 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 17,142 | $282.2 萬 | 0.5% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 66,537 | $281.7 萬 | 0.5% | +1,344+2.1% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 67,405 | $273.1 萬 | 0.4% | +875+1.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 27,585 | $265.5 萬 | 0.4% | +163+0.6% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 19,234 | $262.9 萬 | 0.4% | −82−0.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 32,131 | $261.1 萬 | 0.4% | +464+1.5% | 加碼 | 歷史 |
| CAAPCorporacion America Airports S.A. | COM | 102,665 | $258.5 萬 | 0.4% | −574−0.6% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 22,773 | $258.2 萬 | 0.4% | +4,309+23.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,970 | $257.9 萬 | 0.4% | 00.0% | 不變 | – |
| PKGPackaging Corp of America | Stock | 10,689 | $254.7 萬 | 0.4% | +92+0.9% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 31,686 | $244.2 萬 | 0.4% | +6,374+25.2% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 30,337 | $231.4 萬 | 0.4% | +343+1.1% | 加碼 | 歷史 |
| DYDycom Industries Inc | COM | 4,498 | $227.4 萬 | 0.4% | +1,107+32.6% | 加碼 | 歷史 |
| PARRPar Pacific Holdings, Inc. | COM NEW | 39,398 | $220.9 萬 | 0.4% | +12,532+46.6% | 加碼 | 歷史 |
| VISNVistance Networks, Inc. | COM | 166,802 | $213.2 萬 | 0.3% | +71,977+75.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 20,768 | $198.8 萬 | 0.3% | +118+0.6% | 加碼 | 歷史 |
| KGCKinross Gold Corp | COM | 80,415 | $189.9 萬 | 0.3% | +15,653+24.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,260 | $169.2 萬 | 0.3% | +951+72.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 8,456 | $169.2 萬 | 0.3% | +787+10.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 80,750 | $167.2 萬 | 0.3% | −1,979−2.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.2% | +2 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 12,638 | $149.1 萬 | 0.2% | +1,232+10.8% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 12,934 | $148.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 11,313 | $147.8 萬 | 0.2% | +249+2.3% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 631 | $143.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 11,293 | $142.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 101,824 | $142.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,053 | $141.0 萬 | 0.2% | +46+2.3% | 加碼 | – |
| HPQHP Inc | Stock | 64,049 | $140.5 萬 | 0.2% | +1,355+2.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 11,854 | $139.5 萬 | 0.2% | +692+6.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 13,886 | $136.5 萬 | 0.2% | +598+4.5% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 6,411 | $132.1 萬 | 0.2% | +326+5.4% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 2,049 | $130.9 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 11,848 | $130.1 萬 | 0.2% | +830+7.5% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。