FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO IA · SEC CIK 0000887748
$3.55亿2026Q2 申报市值
257持仓数
24.4%前十大占比 · 第一大 5.0%
15 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WCMI 新建仓+$369.52万
FGD 加仓+$310.54万
FTCB 加仓+$216.03万
ACYN 加仓+$154.83万
SDVY 加仓+$152.51万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$195.53万
LMBS 减仓-$128.57万
BAC 减仓-$119.64万
FSIG 减仓-$116.46万
KMX 清仓-$84.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KMX | CARMAX INC | $0 | 0.00% | 0 | -20,241 | -100.0% | -$84.16万 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -9,428 | -100.0% | -$81.73万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,314 | -100.0% | -$39.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,910 | -100.0% | -$35.66万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE T F | $0 | 0.00% | 0 | -2,295 | -100.0% | -$32.78万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,325 | -100.0% | -$31.72万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,026 | -100.0% | -$24.94万 | 清仓 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $0 | 0.00% | 0 | -3,332 | -100.0% | -$24.81万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -3,877 | -100.0% | -$23.41万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,005 | -100.0% | -$21.87万 | 清仓 |
| — | SOUTHERN ITS INTL INC | $2.71万 | 0.01% | 936,941 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $11.93万 | 0.03% | 15,496 | -2,420 | -13.5% | -$1.86万 | 减仓 |
| — | FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF | $18.79万 | 0.05% | 11,841 | 18 | 0.2% | $286 | 加仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND | $19.83万 | 0.06% | 10,689 | 128 | 1.2% | $2,374 | 加仓 |
| RF | REGIONS FINL CORP NEW | $20.04万 | 0.06% | 6,635 | 6,635 | — | $20.04万 | 新建仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $20.15万 | 0.06% | 8,170 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $20.19万 | 0.06% | 4,164 | -178 | -4.1% | -$8,630 | 减仓 |
| — | FT VEST DJIA DOGS 10 TARGET INCOME ETF | $20.38万 | 0.06% | 9,570 | 9,570 | — | $20.38万 | 新建仓 |
| BUFY | FT VEST LADDERED INTERNATIONAL MODERATE BUFFER ETF | $20.59万 | 0.06% | 8,794 | 8,794 | — | $20.59万 | 新建仓 |
| ABNB | AIRBNB INC CLASS A | $21.55万 | 0.06% | 1,506 | -1,091 | -42.0% | -$15.61万 | 减仓 |
| ETR | ENTERGY CORP NEW | $21.83万 | 0.06% | 1,901 | -621 | -24.6% | -$7.13万 | 减仓 |
| STX | SEAGATE TECHNOLOGY H F | $22.39万 | 0.06% | 232 | 232 | — | $22.39万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $22.53万 | 0.06% | 1,059 | 1 | 0.1% | $213 | 加仓 |
| EBAY | EBAY INC | $22.71万 | 0.06% | 2,032 | -1,078 | -34.7% | -$12.05万 | 减仓 |
| INTC | INTEL CORP | $22.76万 | 0.06% | 1,630 | 1,630 | — | $22.76万 | 新建仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $22.79万 | 0.06% | 5,240 | 10 | 0.2% | $435 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $22.93万 | 0.06% | 5,366 | -4 | -0.1% | -$171 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $23.11万 | 0.07% | 7,979 | 21 | 0.3% | $608 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.25万 | 0.07% | 6,985 | -236 | -3.3% | -$7,856 | 减仓 |
| DJAN | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $23.54万 | 0.07% | 5,171 | -150 | -2.8% | -$6,829 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $23.65万 | 0.07% | 2,025 | 2,025 | — | $23.65万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $24.12万 | 0.07% | 1,905 | -63 | -3.2% | -$7,976 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY | $24.13万 | 0.07% | 5,927 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $24.32万 | 0.07% | 5,883 | 78 | 1.3% | $3,224 | 加仓 |
| PAGP | PLAINS GP HLDGS L P CLASS A | $24.64万 | 0.07% | 10,154 | -1,290 | -11.3% | -$3.13万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - FEBRUARY | $24.90万 | 0.07% | 7,975 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEWREIT | $24.93万 | 0.07% | 1,599 | -697 | -30.4% | -$10.87万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.04万 | 0.07% | 492 | 3 | 0.6% | $1,527 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $25.16万 | 0.07% | 858 | -411 | -32.4% | -$12.05万 | 减仓 |
| DSEP | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER | $25.32万 | 0.07% | 5,337 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $25.32万 | 0.07% | 2,791 | 812 | 41.0% | $7.37万 | 加仓 |
| GSK | GSK PLC ADR F | $25.73万 | 0.07% | 4,909 | 448 | 10.0% | $2.35万 | 加仓 |
| PFE | PFIZER INC | $26.14万 | 0.07% | 10,856 | 105 | 1.0% | $2,528 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $26.45万 | 0.07% | 1,067 | 11 | 1.0% | $2,727 | 加仓 |
| MMM | 3M CO | $26.57万 | 0.07% | 1,641 | -41 | -2.4% | -$6,640 | 减仓 |
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | $26.68万 | 0.08% | 3,496 | 58 | 1.7% | $4,427 | 加仓 |
| MO | ALTRIA GROUP INC | $26.79万 | 0.08% | 3,723 | -388 | -9.4% | -$2.79万 | 减仓 |
| O | REALTY INCOME CORP REIT | $26.93万 | 0.08% | 4,347 | -3,567 | -45.1% | -$22.10万 | 减仓 |
| AZN | ASTRAZENECA PLC F | $27.25万 | 0.08% | 1,437 | 245 | 20.6% | $4.65万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $27.51万 | 0.08% | 2,487 | -76 | -3.0% | -$8,408 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $27.58万 | 0.08% | 744 | 1 | 0.1% | $371 | 加仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $27.58万 | 0.08% | 6,697 | 1,516 | 29.3% | $6.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $27.81万 | 0.08% | 7,566 | -1,375 | -15.4% | -$5.05万 | 减仓 |
| C | CITIGROUP INC | $27.86万 | 0.08% | 1,991 | -19 | -0.9% | -$2,659 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND | $27.88万 | 0.08% | 833 | 833 | — | $27.88万 | 新建仓 |
| XEL | XCEL ENERGY INC | $28.19万 | 0.08% | 3,511 | 109 | 3.2% | $8,753 | 加仓 |
| KNG | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $28.46万 | 0.08% | 5,636 | -273 | -4.6% | -$1.38万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $28.49万 | 0.08% | 12,152 | -201 | -1.6% | -$4,712 | 减仓 |
| MRK | MERCK & CO. INC. | $28.76万 | 0.08% | 2,238 | -50 | -2.2% | -$6,425 | 减仓 |
| NFLX | NETFLIX INC | $28.83万 | 0.08% | 4,038 | 215 | 5.6% | $1.54万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER | $28.96万 | 0.08% | 9,530 | 121 | 1.3% | $3,677 | 加仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $29.48万 | 0.08% | 13,738 | 57 | 0.4% | $1,223 | 加仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $29.49万 | 0.08% | 9,218 | -120 | -1.3% | -$3,839 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $29.50万 | 0.08% | 3,150 | 30 | 1.0% | $2,809 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $29.73万 | 0.08% | 3,597 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.97万 | 0.09% | 1,139 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $30.98万 | 0.09% | 322 | -13 | -3.9% | -$1.25万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $31.80万 | 0.09% | 4,309 | -18 | -0.4% | -$1,328 | 减仓 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF | $31.84万 | 0.09% | 10,071 | -151 | -1.5% | -$4,775 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $31.90万 | 0.09% | 418 | -287 | -40.7% | -$21.90万 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER | $32.36万 | 0.09% | 10,617 | -61 | -0.6% | -$1,859 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $32.46万 | 0.09% | 2,189 | 1 | 0.0% | $148 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $32.55万 | 0.09% | 7,563 | 491 | 6.9% | $2.11万 | 加仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $32.84万 | 0.09% | 7,424 | -93 | -1.2% | -$4,114 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPSETF | $32.99万 | 0.09% | 17,427 | -527 | -2.9% | -$9,976 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $34.32万 | 0.10% | 3,819 | 12 | 0.3% | $1,078 | 加仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | $34.34万 | 0.10% | 8,385 | -356 | -4.1% | -$1.46万 | 减仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $34.35万 | 0.10% | 6,021 | 54 | 0.9% | $3,081 | 加仓 |
| TFC | TRUIST FINL CORP | $34.39万 | 0.10% | 6,902 | -1,012 | -12.8% | -$5.04万 | 减仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $34.57万 | 0.10% | 16,527 | -321 | -1.9% | -$6,715 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $34.92万 | 0.10% | 4,577 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $34.92万 | 0.10% | 6,061 | -377 | -5.9% | -$2.17万 | 减仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $34.93万 | 0.10% | 8,408 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.23万 | 0.10% | 17,018 | 9 | 0.1% | $186 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $35.45万 | 0.10% | 1,627 | -73 | -4.3% | -$1.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $35.55万 | 0.10% | 2,424 | 543 | 28.9% | $7.96万 | 加仓 |
| XYL | XYLEM INC | $35.57万 | 0.10% | 3,009 | 673 | 28.8% | $7.96万 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $35.58万 | 0.10% | 3,309 | -96 | -2.8% | -$1.03万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $35.64万 | 0.10% | 2,895 | 2,895 | — | $35.64万 | 新建仓 |
| L | LOEWS CORP | $35.84万 | 0.10% | 3,165 | -1,083 | -25.5% | -$12.26万 | 减仓 |
| COR | CENCORA INC CLASS SERIES A | $36.64万 | 0.10% | 1,295 | -512 | -28.3% | -$14.48万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $36.74万 | 0.10% | 1,388 | 18 | 1.3% | $4,765 | 加仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $36.85万 | 0.10% | 8,369 | -1 | -0.0% | -$44 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $36.97万 | 0.10% | 3,828 | 138 | 3.7% | $1.33万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $38.33万 | 0.11% | 1,036 | 7 | 0.7% | $2,590 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $38.89万 | 0.11% | 2,890 | -93 | -3.1% | -$1.25万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $38.97万 | 0.11% | 20,381 | -1,232 | -5.7% | -$2.36万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $39.32万 | 0.11% | 6,901 | -20,995 | -75.3% | -$119.64万 | 减仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $39.40万 | 0.11% | 8,311 | 44 | 0.5% | $2,086 | 加仓 |
| ENB | ENBRIDGE INC F | $39.51万 | 0.11% | 7,288 | -790 | -9.8% | -$4.28万 | 减仓 |