LFG Wealth Partners, LLC 13F 持仓 · 2026年Q2
LFG Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 2.13 亿美元。前几大持仓：GOOGL（5.96%）、NVDA（5.48%）、AMZN（5.40%）。本季前 25 大持仓中：新建仓 3 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $12.7M | 5.96% | 35,554 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $11.7M | 5.48% | 58,364 | 减持 |
| 3 | AMZN | AMAZON COM INC | $11.5M | 5.40% | 48,330 | 增持 |
| 4 | AAPL | APPLE INC | $11.4M | 5.33% | 39,303 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $10.4M | 4.89% | 27,977 | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $9.2M | 4.31% | 7,960 | 减持 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.8M | 2.70% | 12,066 | 增持 |
| 8 | TSLA | TESLA INC | $4.7M | 2.21% | 11,230 | 增持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $4.6M | 2.17% | 7,958 | 新建仓 |
| 10 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.94% | 12,635 | 增持 |
| 11 | AVGO | BROADCOM INC | $4.1M | 1.93% | 10,908 | 增持 |
| 12 | BTI | BRITISH AMERN TOB PLC | $3.9M | 1.82% | 62,728 | 增持 |
| 13 | AGNC | AGNC INVT CORP | $3.9M | 1.81% | 354,210 | 增持 |
| 14 | ARCC | ARES CAPITAL CORP | $3.6M | 1.69% | 195,003 | 增持 |
| 15 | NVDY | TIDAL TRUST II | $3.5M | 1.66% | 283,793 | 新建仓 |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE C | $3.4M | 1.58% | 74,533 | 新建仓 |
| 17 | LLY | ELI LILLY & CO | $3.2M | 1.49% | 2,647 | 增持 |
| 18 | E | ENI SPA | $3.1M | 1.47% | 67,040 | 减持 |
| 19 | NUE | NUCOR CORP | $3.1M | 1.47% | 14,089 | 增持 |
| 20 | META | META PLATFORMS INC | $3.0M | 1.43% | 5,398 | 增持 |
| 21 | EWY | ISHARES INC | $3.0M | 1.41% | 14,940 | 增持 |
| 22 | CAT | CATERPILLAR INC | $2.8M | 1.33% | 2,669 | 增持 |
| 23 | PFFV | GLOBAL X FDS | $2.8M | 1.32% | 128,172 | 增持 |
| 24 | GEV | GE VERNOVA INC | $2.8M | 1.31% | 2,382 | 减持 |
| 25 | TTE | TOTALENERGIES SE | $2.7M | 1.26% | 34,600 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR