FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO IA · SEC CIK 0000887748
$3.19亿2026Q1 申报市值
251持仓数
24.2%前十大占比 · 第一大 4.9%
19 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$103.61万
FERG 新建仓+$72.01万
MSFT 加仓+$66.63万
BRK/B 加仓+$51.03万
ET 新建仓+$41.71万
2026Q1 卖出最多 按季末市值估算
EBAY 减仓-$75.72万
WFC 减仓-$62.43万
PM 减仓-$38.97万
ADI 减仓-$35.50万
VEA 减仓-$33.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSIN | $0 | 0.00% | 0 | -960 | -100.0% | -$24.70万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -665 | -100.0% | -$23.38万 | 清仓 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $0 | 0.00% | 0 | -1,008 | -100.0% | -$22.50万 | 清仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FT VEST US EQUITY BUFFERPREM ETF | $0 | 0.00% | 0 | -6,435 | -100.0% | -$20.07万 | 清仓 |
| — | SOUTHERN ITS INTL INC | $2.34万 | 0.01% | 936,941 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $15.64万 | 0.05% | 17,916 | 17,916 | — | $15.64万 | 新建仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND | $18.81万 | 0.06% | 10,561 | -1,538 | -12.7% | -$2.74万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $20.31万 | 0.06% | 1,058 | 1,058 | — | $20.31万 | 新建仓 |
| ABT | ABBOTT LABS | $20.32万 | 0.06% | 1,979 | -6 | -0.3% | -$616 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $20.35万 | 0.06% | 8,170 | -59 | -0.7% | -$1,470 | 减仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $20.42万 | 0.06% | 5,181 | -2 | -0.0% | -$79 | 减仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $20.64万 | 0.06% | 4,342 | -546 | -11.2% | -$2.60万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $20.74万 | 0.06% | 3,120 | 1 | 0.0% | $66 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $21.00万 | 0.07% | 5,805 | -50 | -0.9% | -$1,809 | 减仓 |
| — | FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF | $21.10万 | 0.07% | 11,823 | 11 | 0.1% | $196 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $21.21万 | 0.07% | 1,056 | -11 | -1.0% | -$2,209 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $21.74万 | 0.07% | 5,370 | -4 | -0.1% | -$162 | 减仓 |
| WMB | WILLIAMS COS INC | $21.87万 | 0.07% | 3,005 | -1,578 | -34.4% | -$11.48万 | 减仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $22.10万 | 0.07% | 6,600 | 6,600 | — | $22.10万 | 新建仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $22.61万 | 0.07% | 7,080 | 7,080 | — | $22.61万 | 新建仓 |
| DJAN | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $22.63万 | 0.07% | 5,321 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $22.80万 | 0.07% | 2,010 | 6 | 0.3% | $681 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $22.84万 | 0.07% | 5,230 | -571 | -9.8% | -$2.49万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY | $23.05万 | 0.07% | 5,927 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $23.41万 | 0.07% | 3,877 | -257 | -6.2% | -$1.55万 | 减仓 |
| DSEP | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER | $23.46万 | 0.07% | 5,337 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $23.51万 | 0.07% | 1,192 | 1,192 | — | $23.51万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $23.86万 | 0.07% | 3,807 | -42 | -1.1% | -$2,633 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - FEBRUARY | $24.18万 | 0.08% | 7,975 | 7,975 | — | $24.18万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $24.31万 | 0.08% | 743 | 1 | 0.1% | $327 | 加仓 |
| MMM | 3M CO | $24.42万 | 0.08% | 1,682 | -41 | -2.4% | -$5,953 | 减仓 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $24.62万 | 0.08% | 4,461 | -357 | -7.4% | -$1.97万 | 减仓 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $24.81万 | 0.08% | 3,332 | -76 | -2.2% | -$5,659 | 减仓 |
| ADBE | ADOBE INC | $24.94万 | 0.08% | 1,026 | 5 | 0.5% | $1,215 | 加仓 |
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | $24.96万 | 0.08% | 3,438 | -413 | -10.7% | -$3.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.77万 | 0.08% | 1,968 | -67 | -3.3% | -$8,775 | 减仓 |
| XEL | XCEL ENERGY INC | $27.02万 | 0.08% | 3,402 | -54 | -1.6% | -$4,290 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $27.09万 | 0.08% | 942 | -27 | -2.8% | -$7,766 | 减仓 |
| MO | ALTRIA GROUP INC | $27.13万 | 0.08% | 4,111 | 4,111 | — | $27.13万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.17万 | 0.09% | 1,881 | -297 | -13.6% | -$4.29万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $27.20万 | 0.09% | 2,188 | 80 | 3.8% | $9,945 | 加仓 |
| MRK | MERCK & CO. INC. | $27.52万 | 0.09% | 2,288 | 382 | 20.0% | $4.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $27.52万 | 0.09% | 705 | 705 | — | $27.52万 | 新建仓 |
| UNP | UNION PAC CORP | $27.63万 | 0.09% | 1,139 | 23 | 2.1% | $5,579 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $27.72万 | 0.09% | 397 | 3 | 0.8% | $2,094 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.74万 | 0.09% | 7,221 | -10 | -0.1% | -$384 | 减仓 |
| PAGP | PLAINS GP HLDGS L P CLASS A | $27.78万 | 0.09% | 11,444 | 11,444 | — | $27.78万 | 新建仓 |
| XYL | XYLEM INC | $27.91万 | 0.09% | 2,336 | 777 | 49.8% | $9.28万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER | $27.93万 | 0.09% | 9,409 | 81 | 0.9% | $2,405 | 加仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $27.97万 | 0.09% | 9,338 | -866 | -8.5% | -$2.59万 | 减仓 |
| EBAY | EBAY INC | $28.30万 | 0.09% | 3,110 | -8,320 | -72.8% | -$75.72万 | 减仓 |
| ETR | ENTERGY CORP NEW | $28.34万 | 0.09% | 2,522 | -910 | -26.5% | -$10.22万 | 减仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $28.65万 | 0.09% | 13,681 | -2,466 | -15.3% | -$5.17万 | 减仓 |
| KNG | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $28.78万 | 0.09% | 5,909 | -392 | -6.2% | -$1.91万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $28.81万 | 0.09% | 12,353 | 17 | 0.1% | $396 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $29.01万 | 0.09% | 2,563 | 0 | 0.0% | — | 不变 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $29.04万 | 0.09% | 7,072 | -1 | -0.0% | -$41 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEWREIT | $29.08万 | 0.09% | 2,296 | 0 | 0.0% | — | 不变 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $29.42万 | 0.09% | 14,438 | 14,438 | — | $29.42万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $29.58万 | 0.09% | 489 | 20 | 4.3% | $1.21万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $29.77万 | 0.09% | 3,597 | -161 | -4.3% | -$1.33万 | 减仓 |
| LLY | ELI LILLY AND CO | $30.01万 | 0.09% | 326 | 326 | — | $30.01万 | 新建仓 |
| PFE | PFIZER INC | $30.19万 | 0.09% | 10,751 | -518 | -4.6% | -$1.45万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $30.45万 | 0.10% | 4,327 | -859 | -16.6% | -$6.04万 | 减仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $31.34万 | 0.10% | 7,517 | 7,517 | — | $31.34万 | 新建仓 |
| ADSK | AUTODESK INC | $31.72万 | 0.10% | 1,325 | 13 | 1.0% | $3,112 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER | $32.00万 | 0.10% | 10,678 | -1,311 | -10.9% | -$3.93万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $32.06万 | 0.10% | 1,370 | 17 | 1.3% | $3,979 | 加仓 |
| BLK | BLACKROCK INC NEW | $32.19万 | 0.10% | 335 | -2 | -0.6% | -$1,922 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE | $32.42万 | 0.10% | 10,553 | -5,913 | -35.9% | -$18.16万 | 减仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $32.48万 | 0.10% | 8,408 | 250 | 3.1% | $9,657 | 加仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $32.59万 | 0.10% | 5,967 | -412 | -6.5% | -$2.25万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $32.62万 | 0.10% | 2,983 | 175 | 6.2% | $1.91万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE T F | $32.78万 | 0.10% | 2,295 | -1,113 | -32.7% | -$15.90万 | 减仓 |
| ABNB | AIRBNB INC CLASS A | $32.79万 | 0.10% | 2,597 | -95 | -3.5% | -$1.20万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $32.84万 | 0.10% | 4,577 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $33.01万 | 0.10% | 1,029 | 0 | 0.0% | — | 不变 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | $33.31万 | 0.10% | 8,741 | -189 | -2.1% | -$7,203 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $33.36万 | 0.10% | 1,700 | 1,700 | — | $33.36万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $33.41万 | 0.10% | 3,690 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $33.50万 | 0.10% | 3,405 | 865 | 34.1% | $8.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.51万 | 0.10% | 3,608 | -42 | -1.2% | -$3,901 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $33.83万 | 0.11% | 8,941 | 8,941 | — | $33.83万 | 新建仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $34.39万 | 0.11% | 8,370 | 8,370 | — | $34.39万 | 新建仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPSETF | $34.45万 | 0.11% | 17,954 | 972 | 5.7% | $1.87万 | 加仓 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF | $34.50万 | 0.11% | 10,222 | -143 | -1.4% | -$4,826 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $34.55万 | 0.11% | 2,734 | 269 | 10.9% | $3.40万 | 加仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $34.77万 | 0.11% | 16,848 | -22 | -0.1% | -$454 | 减仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $35.00万 | 0.11% | 10,651 | 1,285 | 13.7% | $4.22万 | 加仓 |
| MET | METLIFE INC | $35.14万 | 0.11% | 4,969 | -53 | -1.1% | -$3,748 | 减仓 |
| CRM | SALESFORCE INC | $35.66万 | 0.11% | 1,910 | 55 | 3.0% | $1.03万 | 加仓 |
| TFC | TRUIST FINL CORP | $36.38万 | 0.11% | 7,914 | 73 | 0.9% | $3,356 | 加仓 |
| USB | US BANCORP DEL | $36.62万 | 0.11% | 7,041 | 82 | 1.2% | $4,265 | 加仓 |
| NFLX | NETFLIX INC | $36.76万 | 0.12% | 3,823 | 1,140 | 42.5% | $10.96万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $36.85万 | 0.12% | 1,269 | -381 | -23.1% | -$11.06万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $39.04万 | 0.12% | 6,438 | 6,438 | — | $39.04万 | 新建仓 |
| WAT | WATERS CORP | $39.13万 | 0.12% | 1,314 | 1,314 | — | $39.13万 | 新建仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $39.31万 | 0.12% | 8,267 | 1,336 | 19.3% | $6.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.61万 | 0.12% | 1,464 | 71 | 5.1% | $1.92万 | 加仓 |