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SFG Wealth Management, LLC.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$2.4億

申報季度: 2026-03-31 · 持股檔數: 100

SFG Wealth Management, LLC.在最新一期 13F 報告中揭露了 100 項持股，申報期為 2026-03-31，總持股市值約為 US$2.4億，季度換手率為 37.9%。

機構性格雪花圖

集中度
25.25
持倉穩定性
37.94
動能／逆勢
100
產業集中度
68.76
多樣化
100
倉位均衡度
76.84

近期動向

  • 加碼 SPYM

    +42.1%　US$953.4萬

  • 加碼 MFSV

    +41.5%　US$745.0萬

  • 減碼 SPY

    -20.3%　-US$933.6萬

  • 加碼 OUNZ

    +40.5%　US$392.4萬

  • 減碼 SPBC

    -70.5%　-US$325.8萬

  • 減碼 GSST

    -85.2%　-US$240.7萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長14.95%+4.43%+42.11%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長12.16%-3.11%-20.33%
3MFSVMfs Active ValueETF-其他10.27%+3.39%+41.55%
4AVUVAvantis US Small Cap ValueETF-中小型股6.77%+0.81%+0.02%
5MDYGSs Spdr S&p 400 Mc Gr ETFETF-其他6.49%+0.67%+2.45%
6OUNZVaneck Merk Gold ETFETF-避險與商品4.69%+1.76%+40.50%
7SPTMSs Spdr P S&p 1500 Comp ETFETF-其他2.81%—+0.34%
8AVUSAvantis U.s. Equity ETFETF-其他2.43%-0.08%-6.86%
9HGERHarbor Commodity All WeatherETF-避險與商品1.89%+0.79%+30.58%
10MINTPimco Enhanced Short MaturitETF-其他1.56%—+4.18%
11BILZPimco Ultra Shrt Govt ActiveETF-其他1.46%+1.46%NEW
12XNTKSs Spdr Nyse Tech ETFETF-科技型1.30%—+1.68%
13ITOTIshares Core S&p Total U.s.ETF-其他1.28%—+0.39%
14RDVYFirst Trust Rising DividendETF-其他1.26%—+0.55%
15MGNRAmer Beac Glg Ntrl Rsrcs ETFETF-其他1.15%+0.92%+312.84%
16SHYIshares 1-3 Year Treasury BoETF-政府公債1.05%—+6.74%
17GLTRAbrdn Precious Metals BasketETF-其他1.05%-0.10%-18.53%
18GDXVaneck Gold Miners ETFETF-避險與商品0.99%—-2.85%
19WMTWalmart INC股票-非循環性消費0.97%—-5.20%
20AAPLApple INC股票-科技0.92%-0.26%-20.12%
21PHParker Hannifin CORP股票-工業0.92%—-9.09%
22GDEWisdomtree Efficient Gold PlETF-避險與商品0.86%—-1.11%
23TBILF/m US Treasury 3 Month BillETF-政府公債0.85%+0.85%NEW
24NVDANvidia CORP股票-科技0.81%—+1.90%
25CGGECap Group Global EqETF-其他0.72%—-0.09%
26SHLDGlobal X Defense Tech ETFETF-科技型0.71%+0.42%+111.99%
27CGDGCap Group Dividend GrowersETF-其他0.71%—+17.97%
28WINNHarbor Long-term Growers ETFETF-其他0.63%—+0.02%
29REMXVaneck Rar Earth Nd Stg-usdiETF-其他0.61%—-13.72%
30QQQInvesco Qqq Trust Series 1ETF-科技型0.57%—+46.01%
31PWRDTcw Transform Systems ETFETF-其他0.55%-0.24%-34.59%
32AMZNAmazon.com INC股票-循環性消費0.55%-0.25%-27.48%
33FLMIFranklin Dynamic Municipal BETF-其他0.55%—-8.01%
34MSFTMicrosoft CORP股票-科技0.51%-0.29%-19.99%
35SPBCSimplify US Eqty Pl BitcoinETF-加密貨幣0.51%-1.25%-70.50%
36VTIVanguard Total Stock Mkt ETFETF-其他0.48%—-9.55%
37VOOVanguard S&p 500 ETFETF-大型股與成長0.48%—-1.07%
38JPEFJpmorgan Equity Focus ETFETF-其他0.47%-0.60%-56.37%
39SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.45%—+10.69%
40XOMExxon Mobil CORP股票-能源0.45%—-18.75%
41SLVIshares Silver TrustETF-避險與商品0.44%—+2.73%
42SDVYFirst Trust Smid Cap RisingETF-其他0.43%—+10.01%
43SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.43%—+10.58%
44MUMicron Technology INC股票-科技0.42%——
45IWFIshares Russell 1000 GrowthETF-其他0.39%—-0.58%
46CGSMCap Group Short Muni IncomeETF-其他0.35%+0.35%NEW
47BRK-BBerkshire Hathaway Inc-cl B股票-其他0.35%—+0.86%
48CGBLCap Group Core BalancedETF-其他0.33%—+1.37%
49AVNMAvantis All Intl Mkts Eq ETFETF-其他0.33%+0.33%NEW
50FENIFidelity Enhanced Intl ETFETF-其他0.30%—-13.90%
1–50 of 100

本季持股變動

SFG Wealth Management, LLC. 在 2026-03-31 最顯著的持倉異動： 新建倉: Pimco Ultra Shrt Govt Active (BILZ); 清倉: Alger Ai Enable & Adopt ETF (ALAI); 新建倉: F/m US Treasury 3 Month Bill (TBIL); 清倉: Vanguard Small-cap ETF (VB); 清倉: Ss Spdr P Mort Back Bond ETF (SPMB).

SFG Wealth Management, LLC. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPYMSte Str Spdr Pt S&p 500 ETF+4.4%+42.11%加碼
2MFSVMfs Active Value+3.4%+41.55%加碼
3OUNZVaneck Merk Gold ETF+1.8%+40.50%加碼
4MGNRAmer Beac Glg Ntrl Rsrcs ETF+0.9%+312.84%加碼
5AVUVAvantis US Small Cap Value+0.8%+0.02%加碼
6HGERHarbor Commodity All Weather+0.8%+30.58%加碼
7MDYGSs Spdr S&p 400 Mc Gr ETF+0.7%+2.45%加碼
8SHLDGlobal X Defense Tech ETF+0.4%+111.99%加碼
9AVUSAvantis U.s. Equity ETF-0.1%-6.86%減碼
10GLTRAbrdn Precious Metals Basket-0.1%-18.53%減碼
11PWRDTcw Transform Systems ETF-0.2%-34.59%減碼
12AMZNAmazon.com INC-0.3%-27.48%減碼
13AAPLApple INC-0.3%-20.12%減碼
14JMSTJPM Ultra-short Muni Income-0.3%-62.41%減碼
15MSFTMicrosoft CORP-0.3%-19.99%減碼
16GOOGAlphabet Inc-cl C-0.3%-65.53%減碼
17JPEFJpmorgan Equity Focus ETF-0.6%-56.37%減碼
18GSSTGoldman Sachs Ultra Short Bo-0.9%-85.19%減碼
19SPBCSimplify US Eqty Pl Bitcoin-1.3%-70.50%減碼
20SPYSs Spdr S&p 500 ETF Trust-us-3.1%-20.33%減碼
21BILZPimco Ultra Shrt Govt Active—NEW新建倉
22ALAIAlger Ai Enable & Adopt ETF—EXIT清倉
23TBILF/m US Treasury 3 Month Bill—NEW新建倉
24VBVanguard Small-cap ETF—EXIT清倉
25SPMBSs Spdr P Mort Back Bond ETF—EXIT清倉
26VUGVanguard Growth ETF—EXIT清倉
27IEFIshares 7-10 Year Treasury B—EXIT清倉
28GBILGoldman Sachs Access Treasur—EXIT清倉
29HYGIshr Ibx Usd Hiyld Cb Etf-ui—EXIT清倉
30DIVBIshares Core Dividend ETF—EXIT清倉
31CGSMCap Group Short Muni Income—NEW新建倉
32AVNMAvantis All Intl Mkts Eq ETF—NEW新建倉
33CGDVCap Group Dividend Value—EXIT清倉
34VNQVanguard Real Estate ETF—EXIT清倉
35VOVanguard Mid-cap ETF—EXIT清倉
36IDEQLazard Intl Dynamic Eqy ETF—EXIT清倉
37CGGRCap Group Growth Equity—EXIT清倉
38HOODRobinhood Markets INC - A—EXIT清倉
39VBKVanguard Small-cap Grwth ETF—EXIT清倉
40GEGeneral Electric—EXIT清倉
41MDYVSs Spdr S&p 400 Mc Val ETF—EXIT清倉
42SLVPIshares Msci Global Silver A—NEW新建倉
43VZVerizon Communications INC—EXIT清倉
44BSTBlackrock Science & Tech Tr—EXIT清倉
45AZNAstraZeneca PLC—NEW新建倉
46GSGoldman Sachs Group INC—EXIT清倉
47ARKXArk Space & Defense Innovati—NEW新建倉
48NMAINuveen Multi-asset Income—EXIT清倉
49AZNNAstrazeneca Plc-spons Adr—EXIT清倉
50XOPSs Spdr S&p Og Exp & Prod—NEW新建倉

FAQ

SFG Wealth Management, LLC. 是什麼機構？屬於哪種投資人類型？
SFG Wealth Management, LLC. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.4億，分佈在 100 個已申報部位之中。
SFG Wealth Management, LLC. 目前前幾大持股有哪些？
根據最新 13F 申報，SFG Wealth Management, LLC. 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$3632.2萬 (14.9%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2953.2萬 (12.2%) 3. Mfs Active Value (MFSV) — US$2495.5萬 (10.3%) 4. Avantis US Small Cap Value (AVUV) — US$1644.0萬 (6.8%) 5. Ss Spdr S&p 400 Mc Gr ETF (MDYG) — US$1576.8萬 (6.5%)
SFG Wealth Management, LLC. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，SFG Wealth Management, LLC. 共進行了 50 項顯著調整：新建倉 8 個部位、加碼 8 個既有持股、減碼 12 個部位，並完全清倉 22 個持股。 其中幅度最大的異動：新建倉: Pimco Ultra Shrt Govt Active (BILZ); 清倉: Alger Ai Enable & Adopt ETF (ALAI); 新建倉: F/m US Treasury 3 Month Bill (TBIL); 清倉: Vanguard Small-cap ETF (VB); 清倉: Ss Spdr P Mort Back Bond ETF (SPMB)
SFG Wealth Management, LLC. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，SFG Wealth Management, LLC. 的主要板塊分佈如下： • Information Technology: 41.1% • Consumer Staples: 13.5% • Consumer Discretionary: 13.2% • Communication Services: 10.7% • Financials: 7.4% • Energy: 6.2%